IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,131 shares; 2024Q4: 535,736 shares; 2025Q1: 583,935 shares; 2025Q2: 624,720 shares; 2025Q3: 598,429 shares; 2025Q4: 627,909 shares; 2026Q1: 661,906 shares; 2026Q2: 860,648 shares 860,648 $645M 15.91% +198,742 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 861,225 shares; 2024Q4: 1,224,131 shares; 2025Q1: 1,541,432 shares; 2025Q2: 1,483,454 shares; 2025Q3: 1,527,300 shares; 2025Q4: 1,620,708 shares; 2026Q1: 1,739,529 shares; 2026Q2: 1,745,538 shares 1,745,538 $424M 10.47% +6,009 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,869,906 shares; 2024Q4: 3,266,064 shares; 2025Q1: 3,527,185 shares; 2025Q2: 3,576,178 shares; 2025Q3: 3,600,340 shares; 2025Q4: 3,582,196 shares; 2026Q1: 3,683,055 shares; 2026Q2: 3,685,507 shares 3,685,507 $406M 10.02% +2,452 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,413,437 shares; 2024Q4: 2,426,540 shares; 2025Q1: 2,449,396 shares; 2025Q2: 2,415,137 shares; 2025Q3: 2,419,677 shares; 2025Q4: 2,406,100 shares; 2026Q1: 2,438,432 shares; 2026Q2: 2,432,810 shares 2,432,810 $292M 7.22% -5,622 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 968,782 shares; 2024Q4: 951,430 shares; 2025Q1: 954,913 shares; 2025Q2: 964,064 shares; 2025Q3: 968,533 shares; 2025Q4: 954,027 shares; 2026Q1: 955,149 shares; 2026Q2: 955,047 shares 955,047 $226M 5.58% -102 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,193,824 shares; 2024Q4: 5,170,364 shares; 2025Q1: 5,235,595 shares; 2025Q2: 4,813,806 shares; 2025Q3: 4,124,235 shares; 2025Q4: 4,304,051 shares; 2026Q1: 4,233,953 shares; 2026Q2: 4,272,813 shares 4,272,813 $216M 5.34% +38,860 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,207 shares; 2024Q4: 151,599 shares; 2025Q1: 155,377 shares; 2025Q2: 157,684 shares; 2025Q3: 157,178 shares; 2025Q4: 180,170 shares; 2026Q1: 181,129 shares; 2026Q2: 181,177 shares 181,177 $124M 3.07% +48 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553,753 shares; 2024Q4: 596,334 shares; 2025Q1: 699,254 shares; 2025Q2: 771,658 shares; 2025Q3: 839,172 shares; 2025Q4: 915,576 shares; 2026Q1: 986,758 shares; 2026Q2: 1,010,674 shares 1,010,674 $97.6M 2.41% +23,916 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982,853 shares; 2024Q4: 1,000,894 shares; 2025Q1: 1,010,377 shares; 2025Q2: 1,011,769 shares; 2025Q3: 1,019,936 shares; 2025Q4: 1,052,887 shares; 2026Q1: 1,072,353 shares; 2026Q2: 1,068,386 shares 1,068,386 $88.5M 2.18% -3,967 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176,253 shares; 2024Q4: 1,185,995 shares; 2025Q1: 1,135,549 shares; 2025Q2: 1,128,310 shares; 2025Q3: 1,117,343 shares; 2025Q4: 1,090,928 shares; 2026Q1: 1,069,553 shares; 2026Q2: 1,061,079 shares 1,061,079 $81.2M 2.01% -8,474 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,551 shares; 2024Q4: 300,142 shares; 2025Q1: 344,493 shares; 2025Q2: 300,315 shares; 2025Q3: 292,895 shares; 2025Q4: 283,200 shares; 2026Q1: 271,654 shares; 2026Q2: 278,110 shares 278,110 $80.5M 1.99% +6,456 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,864 shares; 2024Q4: 68,926 shares; 2025Q1: 71,605 shares; 2025Q2: 112,672 shares; 2025Q3: 112,068 shares; 2025Q4: 114,328 shares; 2026Q1: 112,708 shares; 2026Q2: 116,055 shares 116,055 $47.5M 1.17% +3,347 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,452 shares; 2024Q4: 60,869 shares; 2025Q1: 60,356 shares; 2025Q2: 61,012 shares; 2025Q3: 60,429 shares; 2025Q4: 59,832 shares; 2026Q1: 59,098 shares; 2026Q2: 58,166 shares 58,166 $43.4M 1.07% -932 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501,386 shares; 2024Q4: 492,861 shares; 2025Q1: 503,280 shares; 2025Q2: 530,152 shares; 2025Q3: 544,740 shares; 2025Q4: 526,032 shares; 2026Q1: 540,891 shares; 2026Q2: 546,151 shares 546,151 $40.1M 0.99% +5,260 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 698,286 shares; 2024Q4: 695,892 shares; 2025Q1: 702,495 shares; 2025Q2: 720,613 shares; 2025Q3: 725,093 shares; 2025Q4: 718,099 shares; 2026Q1: 708,215 shares; 2026Q2: 707,126 shares 707,126 $38.9M 0.96% -1,089 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,543 shares; 2024Q4: 91,088 shares; 2025Q1: 92,267 shares; 2025Q2: 95,846 shares; 2025Q3: 95,606 shares; 2025Q4: 94,392 shares; 2026Q1: 94,327 shares; 2026Q2: 103,363 shares 103,363 $38.3M 0.94% +9,036 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391,050 shares; 2024Q4: 416,563 shares; 2025Q1: 393,597 shares; 2025Q2: 479,364 shares; 2025Q3: 547,715 shares; 2025Q4: 735,702 shares; 2026Q1: 749,629 shares; 2026Q2: 833,949 shares 833,949 $37.9M 0.94% +84,320 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,878 shares; 2024Q4: 65,476 shares; 2025Q1: 64,299 shares; 2025Q2: 62,782 shares; 2025Q3: 61,401 shares; 2025Q4: 68,717 shares; 2026Q1: 74,018 shares; 2026Q2: 72,942 shares 72,942 $36.5M 0.9% -1,076 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 444,445 shares; 2024Q4: 426,881 shares; 2025Q1: 463,928 shares; 2025Q2: 452,195 shares; 2025Q3: 465,643 shares; 2025Q4: 481,329 shares; 2026Q1: 509,424 shares; 2026Q2: 515,345 shares 515,345 $35.8M 0.88% +5,921 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,233 shares; 2024Q4: 32,828 shares; 2025Q1: 32,252 shares; 2025Q2: 340,934 shares; 2025Q3: 333,294 shares; 2025Q4: 311,630 shares; 2026Q1: 306,744 shares; 2026Q2: 296,032 shares 296,032 $34.7M 0.86% -10,712 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,840 shares; 2024Q4: 105,698 shares; 2025Q1: 113,201 shares; 2025Q2: 113,526 shares; 2025Q3: 114,664 shares; 2025Q4: 116,572 shares; 2026Q1: 119,285 shares; 2026Q2: 122,719 shares 122,719 $31M 0.77% +3,434 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,824 shares; 2024Q4: 166,621 shares; 2025Q1: 172,436 shares; 2025Q2: 340,459 shares; 2025Q3: 338,053 shares; 2025Q4: 302,809 shares; 2026Q1: 288,891 shares; 2026Q2: 280,348 shares 280,348 $30.2M 0.74% -8,543 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324,521 shares; 2024Q4: 321,872 shares; 2025Q1: 324,744 shares; 2025Q2: 327,792 shares; 2025Q3: 328,250 shares; 2025Q4: 333,057 shares; 2026Q1: 332,975 shares; 2026Q2: 331,741 shares 331,741 $27.8M 0.69% -1,234 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,753 shares; 2024Q4: 57,498 shares; 2025Q1: 74,582 shares; 2025Q2: 70,004 shares; 2025Q3: 75,267 shares; 2025Q4: 81,513 shares; 2026Q1: 88,362 shares; 2026Q2: 90,467 shares 90,467 $27.4M 0.68% +2,105 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 735,212 shares; 2024Q4: 735,212 shares; 2025Q1: 745,315 shares; 2025Q2: 745,315 shares; 2025Q3: 736,908 shares; 2025Q4: 727,702 shares; 2026Q1: 727,702 shares; 2026Q2: 727,702 shares 727,702 $26.8M 0.66% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,846 shares; 2024Q4: 126,032 shares; 2025Q1: 126,376 shares; 2025Q2: 285,460 shares; 2025Q3: 163,669 shares; 2025Q4: 193,384 shares; 2026Q1: 224,361 shares; 2026Q2: 263,856 shares 263,856 $26.1M 0.64% +39,495 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,369 shares; 2024Q4: 80,473 shares; 2025Q1: 80,187 shares; 2025Q2: 75,264 shares; 2025Q3: 73,891 shares; 2025Q4: 72,282 shares; 2026Q1: 68,333 shares; 2026Q2: 72,268 shares 72,268 $25.8M 0.64% +3,935 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,243 shares; 2024Q4: 88,963 shares; 2025Q1: 87,859 shares; 2025Q2: 104,063 shares; 2025Q3: 102,384 shares; 2025Q4: 100,607 shares; 2026Q1: 99,384 shares; 2026Q2: 98,826 shares 98,826 $21.5M 0.53% -558 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 708,816 shares; 2024Q4: 665,865 shares; 2025Q1: 654,821 shares; 2025Q2: 636,111 shares; 2025Q3: 624,096 shares; 2025Q4: 542,249 shares; 2026Q1: 544,893 shares; 2026Q2: 539,037 shares 539,037 $21.4M 0.53% -5,856 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,486 shares; 2024Q4: 7,486 shares; 2025Q1: 7,486 shares; 2025Q2: 347,452 shares; 2025Q3: 367,049 shares; 2025Q4: 400,076 shares; 2026Q1: 428,736 shares; 2026Q2: 432,596 shares 432,596 $20.9M 0.52% +3,860 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,350 shares; 2024Q4: 131,487 shares; 2025Q1: 138,595 shares; 2025Q2: 141,515 shares; 2025Q3: 142,783 shares; 2025Q4: 147,079 shares; 2026Q1: 160,006 shares; 2026Q2: 162,280 shares 162,280 $20M 0.49% +2,274 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466,304 shares; 2024Q4: 451,802 shares; 2025Q1: 439,762 shares; 2025Q2: 422,475 shares; 2025Q3: 419,980 shares; 2025Q4: 412,426 shares; 2026Q1: 385,140 shares; 2026Q2: 360,842 shares 360,842 $19.4M 0.48% -24,298 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,183 shares; 2024Q4: 148,964 shares; 2025Q1: 145,755 shares; 2025Q2: 134,618 shares; 2025Q3: 137,470 shares; 2025Q4: 238,514 shares; 2026Q1: 241,032 shares; 2026Q2: 251,128 shares 251,128 $17.9M 0.44% +10,096 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,728 shares; 2024Q4: 46,814 shares; 2025Q1: 47,001 shares; 2025Q2: 46,947 shares; 2025Q3: 44,994 shares; 2025Q4: 48,086 shares; 2026Q1: 42,289 shares; 2026Q2: 47,661 shares 47,661 $17.8M 0.44% +5,372 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,282 shares; 2024Q4: 85,846 shares; 2025Q1: 85,862 shares; 2025Q2: 84,961 shares; 2025Q3: 84,672 shares; 2025Q4: 82,415 shares; 2026Q1: 79,883 shares; 2026Q2: 79,419 shares 79,419 $17.6M 0.43% -464 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,772 shares; 2024Q4: 46,842 shares; 2025Q1: 46,862 shares; 2025Q2: 46,458 shares; 2025Q3: 46,242 shares; 2025Q4: 54,428 shares; 2026Q1: 55,730 shares; 2026Q2: 54,901 shares 54,901 $16.5M 0.41% -829 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,046 shares; 2024Q4: 279,046 shares; 2025Q1: 279,046 shares; 2025Q2: 279,046 shares; 2025Q3: 280,560 shares; 2025Q4: 282,431 shares; 2026Q1: 281,444 shares; 2026Q2: 281,444 shares 281,444 $15.1M 0.37% 0 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,493 shares; 2024Q4: 84,135 shares; 2025Q1: 93,543 shares; 2025Q2: 102,247 shares; 2025Q3: 105,559 shares; 2025Q4: 130,776 shares; 2026Q1: 132,031 shares; 2026Q2: 167,619 shares 167,619 $14.8M 0.36% +35,588 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,378 shares; 2024Q4: 108,330 shares; 2025Q1: 112,541 shares; 2025Q2: 111,774 shares; 2025Q3: 106,313 shares; 2025Q4: 93,262 shares; 2026Q1: 92,943 shares; 2026Q2: 94,513 shares 94,513 $14.6M 0.36% +1,570 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,190 shares; 2024Q4: 221,211 shares; 2025Q1: 236,233 shares; 2025Q2: 248,098 shares; 2025Q3: 252,229 shares; 2025Q4: 257,403 shares; 2026Q1: 267,783 shares; 2026Q2: 275,501 shares 275,501 $14.5M 0.36% +7,718 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,579 shares; 2024Q4: 44,219 shares; 2025Q1: 43,632 shares; 2025Q2: 43,492 shares; 2025Q3: 42,302 shares; 2025Q4: 41,020 shares; 2026Q1: 37,599 shares; 2026Q2: 40,883 shares 40,883 $14.4M 0.36% +3,284 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,026 shares; 2024Q4: 282,036 shares; 2025Q1: 314,110 shares; 2025Q2: 324,443 shares; 2025Q3: 320,167 shares; 2025Q4: 320,175 shares; 2026Q1: 320,184 shares; 2026Q2: 320,192 shares 320,192 $14.2M 0.35% +8 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,748 shares; 2024Q4: 173,061 shares; 2025Q1: 190,141 shares; 2025Q2: 193,868 shares; 2025Q3: 191,941 shares; 2025Q4: 191,240 shares; 2026Q1: 188,313 shares; 2026Q2: 188,313 shares 188,313 $13.2M 0.32% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,463 shares; 2024Q4: 21,427 shares; 2025Q1: 20,574 shares; 2025Q2: 12,891 shares; 2025Q3: 13,148 shares; 2025Q4: 13,289 shares; 2026Q1: 12,854 shares; 2026Q2: 102,831 shares 102,831 $12.3M 0.3% +89,977 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,339 shares; 2024Q4: 41,366 shares; 2025Q1: 40,224 shares; 2025Q2: 65,224 shares; 2025Q3: 90,157 shares; 2025Q4: 88,889 shares; 2026Q1: 93,715 shares; 2026Q2: 126,165 shares 126,165 $12.2M 0.3% +32,450 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,215 shares; 2024Q4: 212,506 shares; 2025Q1: 209,047 shares; 2025Q2: 204,352 shares; 2025Q3: 202,427 shares; 2025Q4: 205,214 shares; 2026Q1: 205,792 shares; 2026Q2: 197,598 shares 197,598 $10.7M 0.26% -8,194 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,726 shares; 2026Q1: 110,712 shares; 2026Q2: 116,285 shares 116,285 $10.4M 0.26% +5,573 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,706 shares; 2024Q4: 64,652 shares; 2025Q1: 67,878 shares; 2025Q2: 66,227 shares; 2025Q3: 58,825 shares; 2025Q4: 137,803 shares; 2026Q1: 135,119 shares; 2026Q2: 130,018 shares 130,018 $10M 0.25% -5,101 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,949 shares; 2024Q4: 26,687 shares; 2025Q1: 33,818 shares; 2025Q2: 48,781 shares; 2025Q3: 51,365 shares; 2025Q4: 64,366 shares; 2026Q1: 64,541 shares; 2026Q2: 65,523 shares 65,523 $9.72M 0.24% +982 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,679 shares; 2024Q4: 110,423 shares; 2025Q1: 108,327 shares; 2025Q2: 108,842 shares; 2025Q3: 110,935 shares; 2025Q4: 140,133 shares; 2026Q1: 150,691 shares; 2026Q2: 162,170 shares 162,170 $9.68M 0.24% +11,479 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,218 shares; 2024Q4: 113,748 shares; 2025Q1: 112,988 shares; 2025Q2: 112,693 shares; 2025Q3: 117,061 shares; 2025Q4: 115,482 shares; 2026Q1: 114,934 shares; 2026Q2: 113,295 shares 113,295 $9.33M 0.23% -1,639 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,723 shares; 2024Q4: 33,800 shares; 2025Q1: 33,800 shares; 2025Q2: 35,820 shares; 2025Q3: 36,909 shares; 2025Q4: 36,641 shares; 2026Q1: 36,521 shares; 2026Q2: 36,690 shares 36,690 $8.9M 0.22% +169 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,216 shares; 2024Q4: 27,255 shares; 2025Q1: 26,253 shares; 2025Q2: 24,330 shares; 2025Q3: 23,028 shares; 2025Q4: 24,769 shares; 2026Q1: 25,424 shares; 2026Q2: 27,003 shares 27,003 $8.84M 0.22% +1,579 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,530 shares; 2024Q4: 54,843 shares; 2025Q1: 55,770 shares; 2025Q2: 99,808 shares; 2025Q3: 49,197 shares; 2025Q4: 83,671 shares; 2026Q1: 85,649 shares; 2026Q2: 82,823 shares 82,823 $8.6M 0.21% -2,826 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,056 shares; 2024Q4: 28,229 shares; 2025Q1: 27,961 shares; 2025Q2: 25,520 shares; 2025Q3: 25,466 shares; 2025Q4: 24,515 shares; 2026Q1: 19,857 shares; 2026Q2: 19,662 shares 19,662 $8.38M 0.21% -195 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,238 shares; 2024Q4: 13,494 shares; 2025Q1: 13,494 shares; 2025Q2: 13,494 shares; 2025Q3: 13,494 shares; 2025Q4: 54,846 shares; 2026Q1: 54,846 shares; 2026Q2: 54,986 shares 54,986 $7.83M 0.19% +140 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,863 shares; 2024Q4: 31,572 shares; 2025Q1: 30,691 shares; 2025Q2: 30,122 shares; 2025Q3: 31,738 shares; 2025Q4: 33,552 shares; 2026Q1: 28,726 shares; 2026Q2: 32,755 shares 32,755 $7.81M 0.19% +4,029 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,128 shares; 2024Q4: 40,191 shares; 2025Q1: 40,191 shares; 2025Q2: 40,191 shares; 2025Q3: 40,191 shares; 2025Q4: 72,300 shares; 2026Q1: 72,300 shares; 2026Q2: 72,474 shares 72,474 $7.7M 0.19% +174 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,321 shares; 2024Q4: 104,673 shares; 2025Q1: 92,854 shares; 2025Q2: 86,569 shares; 2025Q3: 85,448 shares; 2025Q4: 83,206 shares; 2026Q1: 83,101 shares; 2026Q2: 79,030 shares 79,030 $7.62M 0.19% -4,071 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,532 shares; 2024Q4: 183,058 shares; 2025Q1: 206,742 shares; 2025Q2: 153,062 shares; 2025Q3: 163,708 shares; 2025Q4: 176,091 shares; 2026Q1: 196,822 shares; 2026Q2: 207,334 shares 207,334 $7.59M 0.19% +10,512 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,958 shares; 2024Q4: 23,476 shares; 2025Q1: 25,808 shares; 2025Q2: 25,838 shares; 2025Q3: 24,542 shares; 2025Q4: 49,856 shares; 2026Q1: 47,584 shares; 2026Q2: 36,069 shares 36,069 $7.22M 0.18% -11,515 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,759 shares; 2024Q4: 106,537 shares; 2025Q1: 125,647 shares; 2025Q2: 131,679 shares; 2025Q3: 141,658 shares; 2025Q4: 151,667 shares; 2026Q1: 170,215 shares; 2026Q2: 181,887 shares 181,887 $6.64M 0.16% +11,672 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,242 shares; 2024Q4: 5,034 shares; 2025Q1: 5,893 shares; 2025Q2: 7,219 shares; 2025Q3: 7,212 shares; 2025Q4: 7,927 shares; 2026Q1: 8,227 shares; 2026Q2: 8,957 shares 8,957 $6.6M 0.16% +730 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,325 shares; 2024Q4: 23,325 shares; 2025Q1: 23,425 shares; 2025Q2: 37,939 shares; 2025Q3: 37,939 shares; 2025Q4: 40,235 shares; 2026Q1: 40,235 shares; 2026Q2: 39,120 shares 39,120 $6.43M 0.16% -1,115 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,334 shares; 2024Q4: 13,104 shares; 2025Q1: 11,951 shares; 2025Q2: 11,951 shares; 2025Q3: 12,773 shares; 2025Q4: 12,917 shares; 2026Q1: 12,334 shares; 2026Q2: 72,881 shares 72,881 $6.28M 0.15% +60,547 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,868 shares; 2025Q1: 6,868 shares; 2025Q2: 6,868 shares; 2025Q3: 6,868 shares; 2025Q4: 42,007 shares; 2026Q1: 42,007 shares; 2026Q2: 40,507 shares 40,507 $6.25M 0.15% -1,500 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,708 shares; 2024Q4: 30,756 shares; 2025Q1: 28,352 shares; 2025Q2: 28,359 shares; 2025Q3: 27,892 shares; 2025Q4: 28,082 shares; 2026Q1: 28,340 shares; 2026Q2: 29,286 shares 29,286 $6.06M 0.15% +946 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,662 shares; 2024Q4: 254,914 shares; 2025Q1: 231,762 shares; 2025Q2: 230,410 shares; 2025Q3: 229,919 shares; 2025Q4: 227,400 shares; 2026Q1: 194,382 shares; 2026Q2: 194,663 shares 194,663 $5.73M 0.14% +281 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,962 shares; 2024Q4: 35,190 shares; 2025Q1: 47,845 shares; 2025Q2: 62,926 shares; 2025Q3: 86,913 shares; 2025Q4: 88,711 shares; 2026Q1: 85,605 shares; 2026Q2: 115,081 shares 115,081 $5.73M 0.14% +29,476 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,053 shares; 2024Q4: 11,337 shares; 2025Q1: 11,442 shares; 2025Q2: 11,069 shares; 2025Q3: 10,627 shares; 2025Q4: 11,224 shares; 2026Q1: 9,533 shares; 2026Q2: 10,170 shares 10,170 $5.73M 0.14% +637 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,744 shares; 2024Q4: 29,744 shares; 2025Q1: 29,744 shares; 2025Q2: 29,744 shares; 2025Q3: 29,744 shares; 2025Q4: 29,744 shares; 2026Q1: 29,744 shares; 2026Q2: 29,744 shares 29,744 $5.42M 0.13% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,787 shares; 2024Q4: 27,787 shares; 2025Q1: 27,787 shares; 2025Q2: 27,787 shares; 2025Q3: 27,787 shares; 2025Q4: 27,787 shares; 2026Q1: 27,787 shares; 2026Q2: 28,293 shares 28,293 $5.32M 0.13% +506 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,812 shares; 2024Q4: 10,823 shares; 2025Q1: 13,624 shares; 2025Q2: 13,337 shares; 2025Q3: 14,680 shares; 2025Q4: 14,444 shares; 2026Q1: 14,448 shares; 2026Q2: 14,815 shares 14,815 $5.1M 0.13% +367 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,211 shares; 2024Q4: 22,360 shares; 2025Q1: 20,992 shares; 2025Q2: 20,226 shares; 2025Q3: 19,296 shares; 2025Q4: 19,866 shares; 2026Q1: 20,620 shares; 2026Q2: 19,981 shares 19,981 $5.08M 0.13% -639 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,390 shares; 2024Q4: 127,921 shares; 2025Q1: 86,685 shares; 2025Q2: 78,711 shares; 2025Q3: 76,881 shares; 2025Q4: 65,678 shares; 2026Q1: 55,857 shares; 2026Q2: 55,558 shares 55,558 $4.87M 0.12% -299 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,214 shares; 2024Q4: 33,214 shares; 2025Q1: 33,249 shares; 2025Q2: 29,934 shares; 2025Q3: 28,892 shares; 2025Q4: 27,025 shares; 2026Q1: 26,688 shares; 2026Q2: 26,160 shares 26,160 $4.84M 0.12% -528 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,585 shares; 2024Q4: 15,174 shares; 2025Q1: 14,602 shares; 2025Q2: 12,779 shares; 2025Q3: 12,265 shares; 2025Q4: 12,641 shares; 2026Q1: 24,819 shares; 2026Q2: 25,917 shares 25,917 $4.79M 0.12% +1,098 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,805 shares; 2024Q4: 11,477 shares; 2025Q1: 10,345 shares; 2025Q2: 11,080 shares; 2025Q3: 10,144 shares; 2025Q4: 12,016 shares; 2026Q1: 10,420 shares; 2026Q2: 12,395 shares 12,395 $4.68M 0.12% +1,975 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,338 shares; 2024Q4: 21,296 shares; 2025Q1: 20,835 shares; 2025Q2: 18,223 shares; 2025Q3: 15,650 shares; 2025Q4: 17,996 shares; 2026Q1: 20,936 shares; 2026Q2: 20,744 shares 20,744 $4.41M 0.11% -192 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,566 shares; 2024Q4: 33,076 shares; 2025Q1: 32,287 shares; 2025Q2: 32,524 shares; 2025Q3: 31,364 shares; 2025Q4: 31,461 shares; 2026Q1: 29,094 shares; 2026Q2: 30,016 shares 30,016 $4.4M 0.11% +922 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,124 shares; 2024Q4: 24,114 shares; 2025Q1: 25,986 shares; 2025Q2: 25,610 shares; 2025Q3: 25,531 shares; 2025Q4: 26,156 shares; 2026Q1: 32,913 shares; 2026Q2: 31,820 shares 31,820 $4.35M 0.11% -1,093 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,379 shares; 2024Q4: 39,454 shares; 2025Q1: 39,454 shares; 2025Q2: 78,908 shares; 2025Q3: 39,311 shares; 2025Q4: 39,325 shares; 2026Q1: 36,928 shares; 2026Q2: 36,742 shares 36,742 $4.05M 0.1% -186 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,463 shares; 2024Q4: 13,463 shares; 2025Q1: 13,463 shares; 2025Q2: 13,463 shares; 2025Q3: 13,238 shares; 2025Q4: 30,167 shares; 2026Q1: 31,647 shares; 2026Q2: 50,217 shares 50,217 $3.81M 0.09% +18,570 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,604 shares; 2026Q1: 126,518 shares; 2026Q2: 123,644 shares 123,644 $3.78M 0.09% -2,874 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,189 shares; 2024Q4: 57,260 shares; 2025Q1: 57,260 shares; 2025Q2: 58,150 shares; 2025Q3: 57,413 shares; 2025Q4: 52,883 shares; 2026Q1: 46,145 shares; 2026Q2: 45,220 shares 45,220 $3.72M 0.09% -925 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,895 shares; 2024Q4: 38,281 shares; 2025Q1: 37,436 shares; 2025Q2: 37,013 shares; 2025Q3: 37,118 shares; 2025Q4: 37,981 shares; 2026Q1: 37,162 shares; 2026Q2: 38,183 shares 38,183 $3.68M 0.09% +1,021 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,135 shares; 2024Q4: 6,055 shares; 2025Q1: 7,473 shares; 2025Q2: 12,722 shares; 2025Q3: 8,899 shares; 2025Q4: 42,153 shares; 2026Q1: 45,441 shares; 2026Q2: 42,425 shares 42,425 $3.48M 0.09% -3,016 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,742 shares; 2024Q4: 9,883 shares; 2025Q1: 9,883 shares; 2025Q2: 9,996 shares; 2025Q3: 7,571 shares; 2025Q4: 7,691 shares; 2026Q1: 6,245 shares; 2026Q2: 26,435 shares 26,435 $3.28M 0.08% +20,190 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,374 shares; 2024Q4: 24,830 shares; 2025Q1: 25,096 shares; 2025Q2: 22,032 shares; 2025Q3: 21,650 shares; 2025Q4: 22,165 shares; 2026Q1: 21,370 shares; 2026Q2: 21,352 shares 21,352 $3.23M 0.08% -18 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,520 shares; 2024Q4: 2,468 shares; 2025Q1: 2,545 shares; 2025Q2: 2,511 shares; 2025Q3: 2,476 shares; 2025Q4: 2,537 shares; 2026Q1: 2,864 shares; 2026Q2: 3,008 shares 3,008 $3.2M 0.08% +144 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,007 shares; 2026Q2: 27,960 shares 27,960 $3.1M 0.08% -5,047 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,989 shares; 2024Q4: 19,761 shares; 2025Q1: 20,066 shares; 2025Q2: 19,994 shares; 2025Q3: 19,828 shares; 2025Q4: 20,765 shares; 2026Q1: 18,548 shares; 2026Q2: 19,410 shares 19,410 $2.84M 0.07% +862 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,716 shares; 2024Q4: 17,865 shares; 2025Q1: 17,024 shares; 2025Q2: 17,374 shares; 2025Q3: 17,316 shares; 2025Q4: 16,841 shares; 2026Q1: 17,243 shares; 2026Q2: 17,243 shares 17,243 $2.71M 0.07% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,001 shares; 2024Q4: 2,013 shares; 2025Q1: 2,020 shares; 2025Q2: 2,006 shares; 2025Q3: 2,000 shares; 2025Q4: 2,001 shares; 2026Q1: 2,000 shares; 2026Q2: 2,002 shares 2,002 $2.67M 0.07% +2 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,365 shares; 2024Q4: 8,777 shares; 2025Q1: 8,503 shares; 2025Q2: 8,396 shares; 2025Q3: 9,235 shares; 2025Q4: 9,442 shares; 2026Q1: 9,735 shares; 2026Q2: 10,553 shares 10,553 $2.66M 0.07% +818 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,693 shares; 2024Q4: 4,130 shares; 2025Q1: 3,981 shares; 2025Q2: 3,410 shares; 2025Q3: 3,410 shares; 2025Q4: 5,885 shares; 2026Q1: 5,897 shares; 2026Q2: 32,006 shares 32,006 $2.58M 0.06% +26,109 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,980 shares; 2024Q4: 21,547 shares; 2025Q1: 18,631 shares; 2025Q2: 18,238 shares; 2025Q3: 17,942 shares; 2025Q4: 34,463 shares; 2026Q1: 34,171 shares; 2026Q2: 21,783 shares 21,783 $2.56M 0.06% -12,388 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,127 shares; 2024Q4: 29,629 shares; 2025Q1: 29,629 shares; 2025Q2: 38,787 shares; 2025Q3: 45,218 shares; 2025Q4: 45,218 shares; 2026Q1: 49,669 shares; 2026Q2: 49,669 shares 49,669 $2.48M 0.06% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,758 shares; 2024Q4: 5,438 shares; 2025Q1: 6,810 shares; 2025Q2: 6,697 shares; 2025Q3: 5,147 shares; 2025Q4: 4,889 shares; 2026Q1: 4,601 shares; 2026Q2: 5,855 shares 5,855 $2.46M 0.06% +1,254 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,389 shares; 2024Q4: 18,053 shares; 2025Q1: 18,943 shares; 2025Q2: 18,742 shares; 2025Q3: 17,101 shares; 2025Q4: 16,607 shares; 2026Q1: 17,580 shares; 2026Q2: 18,108 shares 18,108 $2.45M 0.06% +528 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,487 shares; 2024Q4: 15,713 shares; 2025Q1: 14,976 shares; 2025Q2: 14,138 shares; 2025Q3: 13,380 shares; 2025Q4: 12,237 shares; 2026Q1: 12,885 shares; 2026Q2: 14,592 shares 14,592 $2.42M 0.06% +1,707 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,043 shares; 2024Q4: 5,048 shares; 2025Q1: 3,055 shares; 2025Q2: 3,240 shares; 2025Q3: 3,005 shares; 2025Q4: 3,252 shares; 2026Q1: 3,014 shares; 2026Q2: 3,319 shares 3,319 $2.4M 0.06% +305 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,051 shares; 2024Q4: 74,244 shares; 2025Q1: 77,840 shares; 2025Q2: 77,840 shares; 2025Q3: 77,840 shares; 2025Q4: 79,715 shares; 2026Q1: 79,715 shares; 2026Q2: 80,573 shares 80,573 $2.33M 0.06% +858 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,410 shares; 2024Q4: 45,230 shares; 2025Q1: 44,319 shares; 2025Q2: 88,726 shares; 2025Q3: 39,576 shares; 2025Q4: 39,780 shares; 2026Q1: 35,362 shares; 2026Q2: 33,882 shares 33,882 $2.32M 0.06% -1,480 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,564 shares; 2024Q4: 15,564 shares; 2025Q1: 15,564 shares; 2025Q2: 15,564 shares; 2025Q3: 15,564 shares; 2025Q4: 14,553 shares; 2026Q1: 14,883 shares; 2026Q2: 15,105 shares 15,105 $2.3M 0.06% +222 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: 639 shares; 2025Q1: 656 shares; 2025Q2: 631 shares; 2025Q3: 567 shares; 2025Q4: 902 shares; 2026Q1: 1,583 shares; 2026Q2: 1,913 shares 1,913 $2.29M 0.06% +330 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,377 shares; 2024Q4: 15,272 shares; 2025Q1: 15,094 shares; 2025Q2: 16,790 shares; 2025Q3: 13,810 shares; 2025Q4: 15,183 shares; 2026Q1: 15,434 shares; 2026Q2: 17,559 shares 17,559 $2.26M 0.06% +2,125 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,343 shares; 2026Q1: 40,343 shares; 2026Q2: 40,343 shares 40,343 $2.26M 0.06% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,982 shares; 2024Q4: 2,014 shares; 2025Q1: 2,131 shares; 2025Q2: 2,211 shares; 2025Q3: 2,031 shares; 2025Q4: 2,219 shares; 2026Q1: 1,933 shares; 2026Q2: 2,357 shares 2,357 $2.21M 0.05% +424 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,318 shares; 2024Q4: 25,740 shares; 2025Q1: 25,932 shares; 2025Q2: 24,806 shares; 2025Q3: 23,813 shares; 2025Q4: 24,245 shares; 2026Q1: 23,700 shares; 2026Q2: 23,847 shares 23,847 $2.2M 0.05% +147 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,221 shares; 2024Q4: 3,221 shares; 2025Q1: 3,221 shares; 2025Q2: 3,221 shares; 2025Q3: 3,221 shares; 2025Q4: 3,123 shares; 2026Q1: 3,063 shares; 2026Q2: 3,063 shares 3,063 $2.15M 0.05% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,690 shares; 2024Q4: 36,278 shares; 2025Q1: 36,825 shares; 2025Q2: 34,900 shares; 2025Q3: 33,076 shares; 2025Q4: 35,867 shares; 2026Q1: 35,658 shares; 2026Q2: 36,398 shares 36,398 $2.07M 0.05% +740 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,339 shares; 2024Q4: 26,339 shares; 2025Q1: 24,185 shares; 2025Q2: 24,185 shares; 2025Q3: 24,185 shares; 2025Q4: 45,994 shares; 2026Q1: 44,646 shares; 2026Q2: 43,218 shares 43,218 $2.05M 0.05% -1,428 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,396 shares; 2024Q4: 4,698 shares; 2025Q1: 4,665 shares; 2025Q2: 4,599 shares; 2025Q3: 4,778 shares; 2025Q4: 6,019 shares; 2026Q1: 4,878 shares; 2026Q2: 5,742 shares 5,742 $1.97M 0.05% +864 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,105 shares; 2024Q4: 59,594 shares; 2025Q1: 59,597 shares; 2025Q2: 59,607 shares; 2025Q3: 59,594 shares; 2025Q4: 59,594 shares; 2026Q1: 54,391 shares; 2026Q2: 54,391 shares 54,391 $1.97M 0.05% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,430 shares; 2024Q4: 22,051 shares; 2025Q1: 21,881 shares; 2025Q2: 22,650 shares; 2025Q3: 21,687 shares; 2025Q4: 21,782 shares; 2026Q1: 22,654 shares; 2026Q2: 23,728 shares 23,728 $1.96M 0.05% +1,074 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,269 shares; 2024Q4: 10,863 shares; 2025Q1: 10,886 shares; 2025Q2: 9,557 shares; 2025Q3: 9,428 shares; 2025Q4: 9,485 shares; 2026Q1: 10,096 shares; 2026Q2: 10,310 shares 10,310 $1.96M 0.05% +214 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,316 shares; 2024Q4: 11,910 shares; 2025Q1: 11,919 shares; 2025Q2: 11,624 shares; 2025Q3: 11,633 shares; 2025Q4: 12,895 shares; 2026Q1: 13,149 shares; 2026Q2: 12,287 shares 12,287 $1.94M 0.05% -862 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,002 shares; 2024Q4: 5,172 shares; 2025Q1: 4,629 shares; 2025Q2: 4,410 shares; 2025Q3: 4,348 shares; 2025Q4: 4,778 shares; 2026Q1: 5,085 shares; 2026Q2: 5,704 shares 5,704 $1.93M 0.05% +619 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,288 shares; 2024Q4: 19,288 shares; 2025Q1: 19,723 shares; 2025Q2: 19,060 shares; 2025Q3: 18,830 shares; 2025Q4: 17,932 shares; 2026Q1: 17,831 shares; 2026Q2: 17,429 shares 17,429 $1.92M 0.05% -402 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,896 shares; 2024Q4: 21,974 shares; 2025Q1: 12,882 shares; 2025Q2: 17,217 shares; 2025Q3: 12,147 shares; 2025Q4: 12,159 shares; 2026Q1: 12,828 shares; 2026Q2: 13,742 shares 13,742 $1.92M 0.05% +914 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,033 shares; 2024Q4: 52,559 shares; 2025Q1: 46,166 shares; 2025Q2: 46,166 shares; 2025Q3: 50,501 shares; 2025Q4: 55,809 shares; 2026Q1: 54,632 shares; 2026Q2: 54,632 shares 54,632 $1.9M 0.05% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,324 shares; 2024Q4: 6,585 shares; 2025Q1: 5,432 shares; 2025Q2: 5,080 shares; 2025Q3: 4,150 shares; 2025Q4: 11,627 shares; 2026Q1: 11,525 shares; 2026Q2: 12,085 shares 12,085 $1.89M 0.05% +560 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,062 shares 58,062 $1.87M 0.05% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,647 shares; 2024Q4: 4,814 shares; 2025Q1: 4,846 shares; 2025Q2: 4,717 shares; 2025Q3: 4,532 shares; 2025Q4: 5,906 shares; 2026Q1: 6,051 shares; 2026Q2: 6,511 shares 6,511 $1.83M 0.05% +460 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,844 shares; 2024Q4: 45,346 shares; 2025Q1: 42,303 shares; 2025Q2: 41,519 shares; 2025Q3: 41,519 shares; 2025Q4: 41,372 shares; 2026Q1: 40,018 shares; 2026Q2: 40,400 shares 40,400 $1.81M 0.04% +382 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,912 shares; 2024Q4: 8,093 shares; 2025Q1: 8,041 shares; 2025Q2: 7,135 shares; 2025Q3: 6,396 shares; 2025Q4: 6,510 shares; 2026Q1: 5,970 shares; 2026Q2: 6,611 shares 6,611 $1.8M 0.04% +641 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,714 shares; 2024Q4: 7,250 shares; 2025Q1: 7,248 shares; 2025Q2: 6,815 shares; 2025Q3: 6,629 shares; 2025Q4: 6,007 shares; 2026Q1: 5,917 shares; 2026Q2: 6,949 shares 6,949 $1.78M 0.04% +1,032 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,483 shares 1,483 $1.71M 0.04% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,318 shares; 2024Q4: 19,934 shares; 2025Q1: 19,260 shares; 2025Q2: 17,259 shares; 2025Q3: 17,053 shares; 2025Q4: 16,738 shares; 2026Q1: 17,719 shares; 2026Q2: 18,512 shares 18,512 $1.68M 0.04% +793 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,450 shares; 2024Q4: 16,409 shares; 2025Q1: 13,459 shares; 2025Q2: 13,431 shares; 2025Q3: 11,905 shares; 2025Q4: 13,207 shares; 2026Q1: 12,009 shares; 2026Q2: 14,793 shares 14,793 $1.68M 0.04% +2,784 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,186 shares; 2024Q4: 4,132 shares; 2025Q1: 4,495 shares; 2025Q2: 4,949 shares; 2025Q3: 4,433 shares; 2025Q4: 4,680 shares; 2026Q1: 4,364 shares; 2026Q2: 4,696 shares 4,696 $1.66M 0.04% +332 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,422 shares; 2024Q4: 5,448 shares; 2025Q1: 4,972 shares; 2025Q2: 4,972 shares; 2025Q3: 4,493 shares; 2025Q4: 4,683 shares; 2026Q1: 4,683 shares; 2026Q2: 4,542 shares 4,542 $1.66M 0.04% -141 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,316 shares; 2024Q4: 2,450 shares; 2025Q1: 2,365 shares; 2025Q2: 2,917 shares; 2025Q3: 2,854 shares; 2025Q4: 12,375 shares; 2026Q1: 12,035 shares; 2026Q2: 8,053 shares 8,053 $1.65M 0.04% -3,982 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,885 shares; 2024Q4: 3,045 shares; 2025Q1: 3,107 shares; 2025Q2: 3,326 shares; 2025Q3: 3,140 shares; 2025Q4: 3,467 shares; 2026Q1: 3,107 shares; 2026Q2: 3,174 shares 3,174 $1.63M 0.04% +67 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 2 shares 2 $1.5M 0.04% -3 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,647 shares; 2024Q4: 6,579 shares; 2025Q1: 6,626 shares; 2025Q2: 6,613 shares; 2025Q3: 7,034 shares; 2025Q4: 7,261 shares; 2026Q1: 6,823 shares; 2026Q2: 6,765 shares 6,765 $1.49M 0.04% -58 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,830 shares; 2024Q4: 29,048 shares; 2025Q1: 15,108 shares; 2025Q2: 14,491 shares; 2025Q3: 14,169 shares; 2025Q4: 14,020 shares; 2026Q1: 16,839 shares; 2026Q2: 31,528 shares 31,528 $1.46M 0.04% +14,689 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,438 shares; 2024Q4: 4,432 shares; 2025Q1: 4,364 shares; 2025Q2: 4,411 shares; 2025Q3: 4,475 shares; 2025Q4: 4,737 shares; 2026Q1: 5,042 shares; 2026Q2: 4,009 shares 4,009 $1.45M 0.04% -1,033 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,497 shares; 2024Q4: 5,277 shares; 2025Q1: 5,187 shares; 2025Q2: 4,662 shares; 2025Q3: 4,157 shares; 2025Q4: 4,486 shares; 2026Q1: 3,311 shares; 2026Q2: 3,856 shares 3,856 $1.44M 0.04% +545 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,744 shares; 2024Q4: 48,797 shares; 2025Q1: 31,677 shares; 2025Q2: 10,180 shares; 2025Q3: 10,180 shares; 2025Q4: 18,979 shares; 2026Q1: 16,526 shares; 2026Q2: 16,047 shares 16,047 $1.44M 0.04% -479 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,535 shares; 2024Q4: 22,684 shares; 2025Q1: 24,080 shares; 2025Q2: 21,584 shares; 2025Q3: 20,289 shares; 2025Q4: 20,242 shares; 2026Q1: 19,188 shares; 2026Q2: 19,040 shares 19,040 $1.43M 0.04% -148 Timeline VTEL VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,675 shares 13,675 $1.43M 0.04% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,507 shares; 2024Q4: 4,620 shares; 2025Q1: 3,084 shares; 2025Q2: 2,990 shares; 2025Q3: 3,655 shares; 2025Q4: 9,310 shares; 2026Q1: 7,544 shares; 2026Q2: 7,516 shares 7,516 $1.43M 0.04% -28 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,482 shares; 2024Q4: 4,498 shares; 2025Q1: 4,217 shares; 2025Q2: 3,361 shares; 2025Q3: 3,076 shares; 2025Q4: 3,026 shares; 2026Q1: 2,760 shares; 2026Q2: 3,379 shares 3,379 $1.4M 0.03% +619 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,813 shares; 2024Q4: 15,905 shares; 2025Q1: 14,819 shares; 2025Q2: 13,491 shares; 2025Q3: 13,169 shares; 2025Q4: 13,199 shares; 2026Q1: 13,915 shares; 2026Q2: 14,345 shares 14,345 $1.38M 0.03% +430 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,603 shares; 2026Q2: 2,689 shares 2,689 $1.37M 0.03% +86 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,901 shares; 2024Q4: 39,901 shares; 2025Q1: 39,901 shares; 2025Q2: 39,901 shares; 2025Q3: 39,901 shares; 2025Q4: 39,901 shares; 2026Q1: 39,901 shares; 2026Q2: 39,901 shares 39,901 $1.36M 0.03% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,229 shares; 2024Q4: 49,991 shares; 2025Q1: 50,373 shares; 2025Q2: 45,339 shares; 2025Q3: 40,109 shares; 2025Q4: 45,652 shares; 2026Q1: 36,185 shares; 2026Q2: 42,417 shares 42,417 $1.35M 0.03% +6,232 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,001 shares; 2025Q1: not reported; 2025Q2: 2,001 shares; 2025Q3: 2,001 shares; 2025Q4: 2,001 shares; 2026Q1: 2,000 shares; 2026Q2: 10,437 shares 10,437 $1.33M 0.03% +8,437 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,313 shares; 2024Q4: 12,313 shares; 2025Q1: 12,313 shares; 2025Q2: 24,666 shares; 2025Q3: 12,301 shares; 2025Q4: 13,757 shares; 2026Q1: 9,618 shares; 2026Q2: 9,108 shares 9,108 $1.33M 0.03% -510 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,467 shares; 2026Q1: 1,341 shares; 2026Q2: 3,071 shares 3,071 $1.33M 0.03% +1,730 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 886 shares; 2024Q4: 2,060 shares; 2025Q1: 2,293 shares; 2025Q2: 2,497 shares; 2025Q3: 1,844 shares; 2025Q4: 2,432 shares; 2026Q1: 3,682 shares; 2026Q2: 3,873 shares 3,873 $1.32M 0.03% +191 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,000 shares 28,000 $1.31M 0.03% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,955 shares; 2024Q4: 6,978 shares; 2025Q1: 6,978 shares; 2025Q2: 12,688 shares; 2025Q3: 12,818 shares; 2025Q4: 13,227 shares; 2026Q1: 13,319 shares; 2026Q2: 13,397 shares 13,397 $1.31M 0.03% +78 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,362 shares; 2024Q4: 1,281 shares; 2025Q1: 1,074 shares; 2025Q2: 987 shares; 2025Q3: 805 shares; 2025Q4: 953 shares; 2026Q1: 812 shares; 2026Q2: 1,083 shares 1,083 $1.27M 0.03% +271 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 927 shares; 2024Q4: 981 shares; 2025Q1: 1,025 shares; 2025Q2: 1,003 shares; 2025Q3: 876 shares; 2025Q4: 998 shares; 2026Q1: 986 shares; 2026Q2: 1,214 shares 1,214 $1.23M 0.03% +228 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,679 shares; 2024Q4: 11,294 shares; 2025Q1: 11,321 shares; 2025Q2: 11,297 shares; 2025Q3: 11,247 shares; 2025Q4: 11,117 shares; 2026Q1: 11,107 shares; 2026Q2: 12,439 shares 12,439 $1.22M 0.03% +1,332 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 1,683 shares; 2026Q2: 1,887 shares 1,887 $1.21M 0.03% +204 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,626 shares; 2025Q3: 10,930 shares; 2025Q4: 10,818 shares; 2026Q1: 10,651 shares; 2026Q2: 10,640 shares 10,640 $1.16M 0.03% -11 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,643 shares; 2024Q4: 2,844 shares; 2025Q1: 2,911 shares; 2025Q2: 3,778 shares; 2025Q3: 4,113 shares; 2025Q4: 4,957 shares; 2026Q1: 4,723 shares; 2026Q2: 5,766 shares 5,766 $1.16M 0.03% +1,043 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,472 shares; 2024Q4: 3,486 shares; 2025Q1: 3,486 shares; 2025Q2: 3,504 shares; 2025Q3: 3,446 shares; 2025Q4: 3,766 shares; 2026Q1: 3,634 shares; 2026Q2: 2,915 shares 2,915 $1.15M 0.03% -719 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,771 shares; 2024Q4: 19,974 shares; 2025Q1: 20,119 shares; 2025Q2: 20,296 shares; 2025Q3: 17,838 shares; 2025Q4: 17,681 shares; 2026Q1: 16,568 shares; 2026Q2: 18,337 shares 18,337 $1.11M 0.03% +1,769 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,128 shares; 2024Q4: 23,128 shares; 2025Q1: 23,145 shares; 2025Q2: 23,152 shares; 2025Q3: 23,128 shares; 2025Q4: 23,153 shares; 2026Q1: 23,128 shares; 2026Q2: 23,285 shares 23,285 $1.08M 0.03% +157 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 714 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 2,882 shares; 2026Q1: 2,597 shares; 2026Q2: 12,200 shares 12,200 $1.07M 0.03% +9,603 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,017 shares; 2024Q4: 6,109 shares; 2025Q1: 5,680 shares; 2025Q2: 5,634 shares; 2025Q3: 5,605 shares; 2025Q4: 5,043 shares; 2026Q1: 4,238 shares; 2026Q2: 3,038 shares 3,038 $1.07M 0.03% -1,200 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,092 shares; 2024Q4: 7,572 shares; 2025Q1: 7,729 shares; 2025Q2: 7,653 shares; 2025Q3: 6,203 shares; 2025Q4: 9,552 shares; 2026Q1: 10,387 shares; 2026Q2: 18,578 shares 18,578 $1.07M 0.03% +8,191 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,399 shares; 2024Q4: 1,573 shares; 2025Q1: 1,441 shares; 2025Q2: 1,445 shares; 2025Q3: 1,399 shares; 2025Q4: 13,413 shares; 2026Q1: 11,168 shares; 2026Q2: 14,972 shares 14,972 $1.07M 0.03% +3,804 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,169 shares; 2024Q4: 14,736 shares; 2025Q1: 15,714 shares; 2025Q2: 15,888 shares; 2025Q3: 15,928 shares; 2025Q4: 15,830 shares; 2026Q1: 17,992 shares; 2026Q2: 18,267 shares 18,267 $1.06M 0.03% +275 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,326 shares; 2025Q4: 31,633 shares; 2026Q1: 36,591 shares; 2026Q2: 37,458 shares 37,458 $1.04M 0.03% +867 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,021 shares; 2024Q4: 4,026 shares; 2025Q1: 4,026 shares; 2025Q2: 2,649 shares; 2025Q3: 2,649 shares; 2025Q4: 2,693 shares; 2026Q1: 2,804 shares; 2026Q2: 2,804 shares 2,804 $1.03M 0.03% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,193 shares; 2024Q4: 7,193 shares; 2025Q1: 7,656 shares; 2025Q2: 7,716 shares; 2025Q3: 7,854 shares; 2025Q4: 9,239 shares; 2026Q1: 9,239 shares; 2026Q2: 13,468 shares 13,468 $1.02M 0.03% +4,229 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,997 shares; 2024Q4: 16,390 shares; 2025Q1: 14,500 shares; 2025Q2: 13,844 shares; 2025Q3: 12,720 shares; 2025Q4: 13,659 shares; 2026Q1: 12,596 shares; 2026Q2: 12,454 shares 12,454 $1.01M 0.02% -142 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,901 shares; 2024Q4: 4,901 shares; 2025Q1: 4,901 shares; 2025Q2: 4,901 shares; 2025Q3: 4,901 shares; 2025Q4: 5,653 shares; 2026Q1: 5,653 shares; 2026Q2: 5,653 shares 5,653 $1.01M 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,139 shares; 2024Q4: 4,224 shares; 2025Q1: 4,250 shares; 2025Q2: 8,448 shares; 2025Q3: 4,224 shares; 2025Q4: 4,327 shares; 2026Q1: 4,432 shares; 2026Q2: 4,430 shares 4,430 $1.01M 0.02% -2 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,104 shares; 2024Q4: 6,104 shares; 2025Q1: 6,251 shares; 2025Q2: 6,251 shares; 2025Q3: 6,251 shares; 2025Q4: 6,251 shares; 2026Q1: 6,255 shares; 2026Q2: 6,259 shares 6,259 $978K 0.02% +4 Timeline QEMM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,437 shares; 2024Q4: 12,092 shares; 2025Q1: 12,092 shares; 2025Q2: 12,092 shares; 2025Q3: 12,092 shares; 2025Q4: 12,092 shares; 2026Q1: 12,092 shares; 2026Q2: 12,092 shares 12,092 $966K 0.02% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,082 shares; 2024Q4: 13,081 shares; 2025Q1: 13,085 shares; 2025Q2: 13,088 shares; 2025Q3: 13,072 shares; 2025Q4: 13,091 shares; 2026Q1: 13,072 shares; 2026Q2: 13,089 shares 13,089 $949K 0.02% +17 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,570 shares; 2024Q4: 2,314 shares; 2025Q1: 2,517 shares; 2025Q2: 2,517 shares; 2025Q3: 6,139 shares; 2025Q4: 6,375 shares; 2026Q1: 6,604 shares; 2026Q2: 33,701 shares 33,701 $924K 0.02% +27,097 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,680 shares; 2024Q4: 3,680 shares; 2025Q1: 3,680 shares; 2025Q2: 5,793 shares; 2025Q3: 5,793 shares; 2025Q4: 3,680 shares; 2026Q1: 3,680 shares; 2026Q2: 3,680 shares 3,680 $906K 0.02% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,670 shares; 2024Q4: 23,342 shares; 2025Q1: 23,738 shares; 2025Q2: 24,887 shares; 2025Q3: 23,941 shares; 2025Q4: 25,554 shares; 2026Q1: 23,987 shares; 2026Q2: 28,142 shares 28,142 $900K 0.02% +4,155 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,012 shares; 2024Q4: 31,539 shares; 2025Q1: 29,127 shares; 2025Q2: 27,652 shares; 2025Q3: 28,030 shares; 2025Q4: 28,633 shares; 2026Q1: 33,933 shares; 2026Q2: 37,300 shares 37,300 $898K 0.02% +3,367 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,490 shares; 2024Q4: 2,503 shares; 2025Q1: 2,525 shares; 2025Q2: 2,814 shares; 2025Q3: 2,179 shares; 2025Q4: 2,398 shares; 2026Q1: 2,174 shares; 2026Q2: 2,859 shares 2,859 $895K 0.02% +685 Timeline PVLA PALVELLA THERAPEUTICS INC NE More: the full row for PALVELLA THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,852 shares; 2025Q4: 5,852 shares; 2026Q1: 5,852 shares; 2026Q2: 5,852 shares 5,852 $894K 0.02% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,830 shares; 2024Q4: 4,830 shares; 2025Q1: 5,019 shares; 2025Q2: 5,069 shares; 2025Q3: 5,389 shares; 2025Q4: 5,129 shares; 2026Q1: 5,601 shares; 2026Q2: 5,661 shares 5,661 $888K 0.02% +60 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 376 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 245 shares; 2026Q2: 440 shares 440 $875K 0.02% +195 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,649 shares; 2024Q4: 4,649 shares; 2025Q1: 7,806 shares; 2025Q2: 35,129 shares; 2025Q3: 35,129 shares; 2025Q4: 9,005 shares; 2026Q1: 9,690 shares; 2026Q2: 9,982 shares 9,982 $854K 0.02% +292 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,082 shares; 2025Q3: 5,082 shares; 2025Q4: 5,146 shares; 2026Q1: 5,145 shares; 2026Q2: 5,145 shares 5,145 $842K 0.02% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 395 shares; 2025Q1: 404 shares; 2025Q2: 380 shares; 2025Q3: 366 shares; 2025Q4: 421 shares; 2026Q1: 570 shares; 2026Q2: 856 shares 856 $823K 0.02% +286 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,788 shares; 2024Q4: 2,961 shares; 2025Q1: 3,366 shares; 2025Q2: 3,211 shares; 2025Q3: 3,145 shares; 2025Q4: 3,549 shares; 2026Q1: 3,499 shares; 2026Q2: 3,900 shares 3,900 $815K 0.02% +401 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,883 shares; 2026Q1: 7,883 shares; 2026Q2: 7,883 shares 7,883 $810K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,514 shares; 2024Q4: 4,896 shares; 2025Q1: 4,810 shares; 2025Q2: 4,594 shares; 2025Q3: 4,129 shares; 2025Q4: 4,495 shares; 2026Q1: 4,080 shares; 2026Q2: 4,227 shares 4,227 $805K 0.02% +147 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,851 shares; 2024Q4: 5,777 shares; 2025Q1: 5,851 shares; 2025Q2: 5,386 shares; 2025Q3: 5,289 shares; 2025Q4: 5,380 shares; 2026Q1: 3,392 shares; 2026Q2: 3,597 shares 3,597 $804K 0.02% +205 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 853 shares; 2025Q1: 828 shares; 2025Q2: 1,326 shares; 2025Q3: 823 shares; 2025Q4: 1,124 shares; 2026Q1: 827 shares; 2026Q2: 2,343 shares 2,343 $798K 0.02% +1,516 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,675 shares; 2024Q4: 35,682 shares; 2025Q1: 36,036 shares; 2025Q2: 35,883 shares; 2025Q3: 35,658 shares; 2025Q4: 35,992 shares; 2026Q1: 35,658 shares; 2026Q2: 44,773 shares 44,773 $794K 0.02% +9,115 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,430 shares; 2025Q4: 13,430 shares; 2026Q1: 13,430 shares; 2026Q2: 13,430 shares 13,430 $779K 0.02% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,797 shares; 2024Q4: 10,807 shares; 2025Q1: 10,816 shares; 2025Q2: 9,836 shares; 2025Q3: 9,799 shares; 2025Q4: 8,874 shares; 2026Q1: 8,857 shares; 2026Q2: 8,857 shares 8,857 $767K 0.02% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,764 shares; 2024Q4: 7,014 shares; 2025Q1: 7,014 shares; 2025Q2: 7,014 shares; 2025Q3: 7,014 shares; 2025Q4: 7,014 shares; 2026Q1: 7,014 shares; 2026Q2: 10,244 shares 10,244 $767K 0.02% +3,230 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,802 shares; 2025Q2: 2,211 shares; 2025Q3: 1,384 shares; 2025Q4: 1,580 shares; 2026Q1: 2,619 shares; 2026Q2: 4,229 shares 4,229 $765K 0.02% +1,610 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 1,668 shares; 2025Q1: 1,691 shares; 2025Q2: 1,628 shares; 2025Q3: 1,617 shares; 2025Q4: 1,410 shares; 2026Q1: 1,212 shares; 2026Q2: 1,524 shares 1,524 $764K 0.02% +312 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,760 shares; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares; 2025Q2: 3,672 shares; 2025Q3: 3,672 shares; 2025Q4: 3,849 shares; 2026Q1: 3,849 shares; 2026Q2: 3,849 shares 3,849 $761K 0.02% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,798 shares; 2024Q4: 23,403 shares; 2025Q1: 16,173 shares; 2025Q2: 16,172 shares; 2025Q3: 30,648 shares; 2025Q4: 37,698 shares; 2026Q1: 22,057 shares; 2026Q2: 22,267 shares 22,267 $754K 0.02% +210 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 679 shares; 2024Q4: 685 shares; 2025Q1: 676 shares; 2025Q2: 958 shares; 2025Q3: 659 shares; 2025Q4: 498 shares; 2026Q1: 953 shares; 2026Q2: 1,453 shares 1,453 $740K 0.02% +500 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,875 shares; 2026Q1: 4,328 shares; 2026Q2: 6,041 shares 6,041 $733K 0.02% +1,713 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,026 shares; 2024Q4: 1,012 shares; 2025Q1: 1,064 shares; 2025Q2: 1,039 shares; 2025Q3: 1,006 shares; 2025Q4: 1,007 shares; 2026Q1: 1,009 shares; 2026Q2: 1,153 shares 1,153 $731K 0.02% +144 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 369 shares 369 $731K 0.02% new Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,299 shares; 2024Q4: 17,299 shares; 2025Q1: 18,106 shares; 2025Q2: 17,299 shares; 2025Q3: 17,299 shares; 2025Q4: 17,299 shares; 2026Q1: 17,299 shares; 2026Q2: 17,299 shares 17,299 $722K 0.02% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,288 shares; 2026Q2: 4,805 shares 4,805 $702K 0.02% +517 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 850 shares; 2026Q2: 816 shares 816 $685K 0.02% -34 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,333 shares; 2024Q4: 4,333 shares; 2025Q1: 4,237 shares; 2025Q2: 3,727 shares; 2025Q3: 3,727 shares; 2025Q4: 3,587 shares; 2026Q1: 3,347 shares; 2026Q2: 3,347 shares 3,347 $680K 0.02% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,807 shares; 2024Q4: 2,770 shares; 2025Q1: 2,244 shares; 2025Q2: 2,043 shares; 2025Q3: 1,903 shares; 2025Q4: 2,631 shares; 2026Q1: 2,898 shares; 2026Q2: 4,290 shares 4,290 $672K 0.02% +1,392 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,145 shares; 2025Q2: 4,254 shares; 2025Q3: 5,696 shares; 2025Q4: 8,423 shares; 2026Q1: 7,647 shares; 2026Q2: 7,577 shares 7,577 $666K 0.02% -70 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,693 shares; 2025Q2: 5,872 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,379 shares; 2026Q2: 11,123 shares 11,123 $644K 0.02% -256 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,786 shares; 2025Q4: 17,542 shares; 2026Q1: 17,541 shares; 2026Q2: 17,541 shares 17,541 $634K 0.02% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,572 shares; 2025Q1: 9,056 shares; 2025Q2: 6,907 shares; 2025Q3: 13,391 shares; 2025Q4: 11,152 shares; 2026Q1: 12,829 shares; 2026Q2: 10,488 shares 10,488 $619K 0.02% -2,341 Timeline BBHL BBH TR More: the full row for BBH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,965 shares; 2026Q1: 40,965 shares; 2026Q2: 35,333 shares 35,333 $615K 0.02% -5,632 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 449 shares; 2024Q4: 485 shares; 2025Q1: 474 shares; 2025Q2: 462 shares; 2025Q3: 443 shares; 2025Q4: 431 shares; 2026Q1: 412 shares; 2026Q2: 619 shares 619 $606K 0.01% +207 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,321 shares; 2024Q4: 24,016 shares; 2025Q1: 24,013 shares; 2025Q2: 23,500 shares; 2025Q3: 23,000 shares; 2025Q4: 23,167 shares; 2026Q1: 43,201 shares; 2026Q2: 45,562 shares 45,562 $605K 0.01% +2,361 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,458 shares; 2026Q2: 2,996 shares 2,996 $604K 0.01% +538 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,206 shares; 2026Q2: 33,412 shares 33,412 $596K 0.01% -10,794 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,665 shares; 2024Q4: 4,664 shares; 2025Q1: 4,589 shares; 2025Q2: 4,165 shares; 2025Q3: 3,976 shares; 2025Q4: 3,976 shares; 2026Q1: 3,976 shares; 2026Q2: 3,976 shares 3,976 $587K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,829 shares; 2024Q4: 8,787 shares; 2025Q1: 8,191 shares; 2025Q2: 7,371 shares; 2025Q3: 7,015 shares; 2025Q4: 7,188 shares; 2026Q1: 7,014 shares; 2026Q2: 3,621 shares 3,621 $587K 0.01% -3,393 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 558 shares 558 $582K 0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 599 shares 599 $578K 0.01% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,493 shares; 2025Q2: 4,493 shares; 2025Q3: 4,493 shares; 2025Q4: 4,493 shares; 2026Q1: 4,493 shares; 2026Q2: 4,493 shares 4,493 $575K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,148 shares; 2024Q4: 3,743 shares; 2025Q1: 3,817 shares; 2025Q2: 3,403 shares; 2025Q3: 3,341 shares; 2025Q4: 4,484 shares; 2026Q1: 4,370 shares; 2026Q2: 4,504 shares 4,504 $570K 0.01% +134 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,655 shares; 2024Q4: 13,655 shares; 2025Q1: 13,656 shares; 2025Q2: 13,655 shares; 2025Q3: 13,655 shares; 2025Q4: 13,655 shares; 2026Q1: 13,821 shares; 2026Q2: 13,755 shares 13,755 $570K 0.01% -66 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,828 shares; 2024Q4: 1,828 shares; 2025Q1: 2,398 shares; 2025Q2: 2,398 shares; 2025Q3: 2,398 shares; 2025Q4: 2,398 shares; 2026Q1: 1,828 shares; 2026Q2: 1,828 shares 1,828 $560K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,697 shares; 2025Q4: 8,002 shares; 2026Q1: 7,597 shares; 2026Q2: 7,693 shares 7,693 $555K 0.01% +96 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,450 shares 7,450 $555K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,410 shares; 2026Q2: 3,784 shares 3,784 $553K 0.01% +374 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,633 shares; 2024Q4: 2,562 shares; 2025Q1: 1,929 shares; 2025Q2: 1,856 shares; 2025Q3: 1,741 shares; 2025Q4: 1,777 shares; 2026Q1: 1,695 shares; 2026Q2: 1,993 shares 1,993 $539K 0.01% +298 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,241 shares; 2025Q2: 8,119 shares; 2025Q3: 8,000 shares; 2025Q4: 8,185 shares; 2026Q1: 8,494 shares; 2026Q2: 10,267 shares 10,267 $538K 0.01% +1,773 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,403 shares; 2024Q4: 1,321 shares; 2025Q1: 1,315 shares; 2025Q2: 1,283 shares; 2025Q3: 1,268 shares; 2025Q4: 1,561 shares; 2026Q1: 1,560 shares; 2026Q2: 2,485 shares 2,485 $538K 0.01% +925 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,749 shares; 2024Q4: 49,695 shares; 2025Q1: 49,695 shares; 2025Q2: 15,702 shares; 2025Q3: 20,475 shares; 2025Q4: 14,067 shares; 2026Q1: 14,067 shares; 2026Q2: 14,476 shares 14,476 $534K 0.01% +409 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,995 shares; 2024Q4: 2,890 shares; 2025Q1: 2,890 shares; 2025Q2: 2,324 shares; 2025Q3: 2,324 shares; 2025Q4: 2,520 shares; 2026Q1: 2,324 shares; 2026Q2: 2,324 shares 2,324 $532K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,239 shares; 2025Q3: 4,278 shares; 2025Q4: 4,373 shares; 2026Q1: 4,766 shares; 2026Q2: 4,842 shares 4,842 $530K 0.01% +76 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,687 shares; 2026Q2: 11,598 shares 11,598 $523K 0.01% -89 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,022 shares; 2024Q4: 995 shares; 2025Q1: 800 shares; 2025Q2: 679 shares; 2025Q3: 1,134 shares; 2025Q4: 1,418 shares; 2026Q1: 1,203 shares; 2026Q2: 1,216 shares 1,216 $518K 0.01% +13 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,346 shares; 2024Q4: 4,718 shares; 2025Q1: 4,388 shares; 2025Q2: 10,082 shares; 2025Q3: 10,165 shares; 2025Q4: 20,372 shares; 2026Q1: 6,705 shares; 2026Q2: 6,457 shares 6,457 $516K 0.01% -248 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,389 shares; 2026Q2: 4,240 shares 4,240 $515K 0.01% +1,851 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,904 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,888 shares; 2025Q3: 1,888 shares; 2025Q4: 3,660 shares; 2026Q1: 3,659 shares; 2026Q2: 4,137 shares 4,137 $515K 0.01% +478 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,300 shares; 2026Q1: 9,300 shares; 2026Q2: 9,300 shares 9,300 $509K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: 641 shares; 2025Q1: 592 shares; 2025Q2: 572 shares; 2025Q3: 509 shares; 2025Q4: 569 shares; 2026Q1: 511 shares; 2026Q2: 978 shares 978 $508K 0.01% +467 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,744 shares; 2024Q4: 4,645 shares; 2025Q1: 4,950 shares; 2025Q2: 4,929 shares; 2025Q3: 4,866 shares; 2025Q4: 4,894 shares; 2026Q1: 4,417 shares; 2026Q2: 4,869 shares 4,869 $498K 0.01% +452 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,690 shares 7,690 $494K 0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,096 shares; 2026Q2: 3,713 shares 3,713 $493K 0.01% +617 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,468 shares; 2026Q1: 4,928 shares; 2026Q2: 5,119 shares 5,119 $490K 0.01% +191 Timeline JTNY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,571 shares 9,571 $480K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,430 shares; 2026Q2: 1,370 shares 1,370 $480K 0.01% -60 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,132 shares; 2024Q4: 9,143 shares; 2025Q1: 9,460 shares; 2025Q2: 11,637 shares; 2025Q3: 9,502 shares; 2025Q4: 9,721 shares; 2026Q1: 9,466 shares; 2026Q2: 9,606 shares 9,606 $479K 0.01% +140 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,644 shares; 2024Q4: 1,848 shares; 2025Q1: 2,145 shares; 2025Q2: 2,101 shares; 2025Q3: 2,101 shares; 2025Q4: 2,364 shares; 2026Q1: 2,175 shares; 2026Q2: 2,175 shares 2,175 $477K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,539 shares; 2024Q4: 5,569 shares; 2025Q1: 5,466 shares; 2025Q2: 4,751 shares; 2025Q3: 3,343 shares; 2025Q4: 3,804 shares; 2026Q1: 3,838 shares; 2026Q2: 4,556 shares 4,556 $474K 0.01% +718 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 815 shares 815 $473K 0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 424 shares; 2026Q2: 662 shares 662 $472K 0.01% +238 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,419 shares; 2024Q4: 1,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,120 shares; 2026Q2: 1,571 shares 1,571 $468K 0.01% +451 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,501 shares; 2024Q4: 1,502 shares; 2025Q1: 1,519 shares; 2025Q2: 1,791 shares; 2025Q3: 1,500 shares; 2025Q4: 1,512 shares; 2026Q1: 1,501 shares; 2026Q2: 1,670 shares 1,670 $465K 0.01% +169 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,790 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,631 shares 27,631 $465K 0.01% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,570 shares; 2025Q2: 5,570 shares; 2025Q3: 5,570 shares; 2025Q4: 5,112 shares; 2026Q1: 5,112 shares; 2026Q2: 5,112 shares 5,112 $456K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,427 shares; 2024Q4: 4,427 shares; 2025Q1: 5,092 shares; 2025Q2: 5,092 shares; 2025Q3: 4,705 shares; 2025Q4: 4,606 shares; 2026Q1: 4,606 shares; 2026Q2: 8,104 shares 8,104 $455K 0.01% +3,498 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,406 shares; 2025Q2: 3,273 shares; 2025Q3: 3,235 shares; 2025Q4: 3,559 shares; 2026Q1: 5,559 shares; 2026Q2: 5,770 shares 5,770 $451K 0.01% +211 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,997 shares; 2024Q4: 21,101 shares; 2025Q1: 21,482 shares; 2025Q2: 18,204 shares; 2025Q3: 17,016 shares; 2025Q4: 17,013 shares; 2026Q1: 15,732 shares; 2026Q2: 18,188 shares 18,188 $447K 0.01% +2,456 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,031 shares; 2026Q1: 15,809 shares; 2026Q2: 14,809 shares 14,809 $444K 0.01% -1,000 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394 shares; 2024Q4: 490 shares; 2025Q1: 487 shares; 2025Q2: 422 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 872 shares; 2026Q2: 1,091 shares 1,091 $444K 0.01% +219 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,087 shares 3,087 $442K 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,239 shares; 2024Q4: 1,240 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,542 shares 4,542 $434K 0.01% new Timeline LSF LAIRD SUPERFOOD INC More: the full row for LAIRD SUPERFOOD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91,450 shares 91,450 $430K 0.01% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 189 shares 189 $430K 0.01% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,604 shares; 2026Q1: 7,604 shares; 2026Q2: 8,493 shares 8,493 $428K 0.01% +889 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,304 shares; 2026Q2: 4,606 shares 4,606 $423K 0.01% +2,302 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,243 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,026 shares; 2026Q2: 10,194 shares 10,194 $421K 0.01% +1,168 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,575 shares; 2024Q4: 11,114 shares; 2025Q1: 7,472 shares; 2025Q2: 4,254 shares; 2025Q3: 4,150 shares; 2025Q4: 3,822 shares; 2026Q1: 4,229 shares; 2026Q2: 4,794 shares 4,794 $421K 0.01% +565 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,441 shares; 2024Q4: 3,861 shares; 2025Q1: 1,996 shares; 2025Q2: 1,934 shares; 2025Q3: 1,900 shares; 2025Q4: 1,921 shares; 2026Q1: 3,000 shares; 2026Q2: 3,541 shares 3,541 $417K 0.01% +541 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,764 shares; 2024Q4: 1,855 shares; 2025Q1: 1,918 shares; 2025Q2: 1,911 shares; 2025Q3: 1,654 shares; 2025Q4: 2,012 shares; 2026Q1: 1,682 shares; 2026Q2: 1,836 shares 1,836 $409K 0.01% +154 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,668 shares; 2024Q4: 9,622 shares; 2025Q1: 9,622 shares; 2025Q2: 9,622 shares; 2025Q3: 9,622 shares; 2025Q4: 9,622 shares; 2026Q1: 9,622 shares; 2026Q2: 9,622 shares 9,622 $408K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,904 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,083 shares; 2026Q2: 8,261 shares 8,261 $401K 0.01% +4,178 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,546 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,085 shares; 2026Q2: 4,925 shares 4,925 $400K 0.01% +1,840 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,677 shares; 2024Q4: 7,715 shares; 2025Q1: 8,398 shares; 2025Q2: 7,921 shares; 2025Q3: 6,914 shares; 2025Q4: 8,196 shares; 2026Q1: 8,478 shares; 2026Q2: 9,430 shares 9,430 $399K 0.01% +952 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,719 shares; 2026Q1: 5,190 shares; 2026Q2: 5,130 shares 5,130 $399K 0.01% -60 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,837 shares; 2026Q1: 3,902 shares; 2026Q2: 5,013 shares 5,013 $398K 0.01% +1,111 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,004 shares 6,004 $398K 0.01% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 917 shares; 2026Q1: 758 shares; 2026Q2: 758 shares 758 $396K 0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,083 shares; 2025Q2: 4,083 shares; 2025Q3: 4,083 shares; 2025Q4: 4,083 shares; 2026Q1: 4,083 shares; 2026Q2: 4,083 shares 4,083 $394K 0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,204 shares; 2026Q1: 10,894 shares; 2026Q2: 7,335 shares 7,335 $391K 0.01% -3,559 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,770 shares 2,770 $388K 0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,723 shares 1,723 $386K 0.01% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,723 shares 1,723 $381K 0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 589 shares 589 $376K 0.01% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,538 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,493 shares; 2026Q2: 5,174 shares 5,174 $372K 0.01% +681 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,602 shares; 2026Q2: 1,443 shares 1,443 $369K 0.01% -159 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 367 shares; 2026Q2: 481 shares 481 $364K 0.01% +114 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,406 shares; 2025Q1: not reported; 2025Q2: 2,154 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,351 shares 2,351 $361K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,437 shares; 2024Q4: 5,437 shares; 2025Q1: 5,437 shares; 2025Q2: 5,437 shares; 2025Q3: 5,437 shares; 2025Q4: 5,790 shares; 2026Q1: 5,437 shares; 2026Q2: 6,648 shares 6,648 $360K 0.01% +1,211 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,190 shares 1,190 $359K 0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,021 shares; 2024Q4: 3,219 shares; 2025Q1: 3,311 shares; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares; 2025Q4: 4,023 shares; 2026Q1: 4,023 shares; 2026Q2: 4,023 shares 4,023 $356K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,033 shares; 2024Q4: 986 shares; 2025Q1: 986 shares; 2025Q2: not reported; 2025Q3: 919 shares; 2025Q4: 1,092 shares; 2026Q1: 1,272 shares; 2026Q2: 1,185 shares 1,185 $355K 0.01% -87 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 412 shares; 2025Q1: 405 shares; 2025Q2: 535 shares; 2025Q3: 390 shares; 2025Q4: 488 shares; 2026Q1: 375 shares; 2026Q2: 465 shares 465 $351K 0.01% +90 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,432 shares; 2024Q4: 5,432 shares; 2025Q1: 7,764 shares; 2025Q2: 7,764 shares; 2025Q3: 6,604 shares; 2025Q4: 6,754 shares; 2026Q1: 6,604 shares; 2026Q2: 6,678 shares 6,678 $350K 0.01% +74 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 3,035 shares; 2025Q3: 3,035 shares; 2025Q4: 3,035 shares; 2026Q1: 3,035 shares; 2026Q2: 3,035 shares 3,035 $343K 0.01% 0 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,980 shares; 2024Q4: 13,980 shares; 2025Q1: 13,980 shares; 2025Q2: 13,980 shares; 2025Q3: 13,980 shares; 2025Q4: 13,980 shares; 2026Q1: 13,980 shares; 2026Q2: 13,980 shares 13,980 $343K 0.01% 0 JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,166 shares 1,166 $337K 0.01% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,482 shares; 2024Q4: 9,316 shares; 2025Q1: 8,587 shares; 2025Q2: 5,284 shares; 2025Q3: 4,227 shares; 2025Q4: 4,163 shares; 2026Q1: 3,942 shares; 2026Q2: 4,259 shares 4,259 $337K 0.01% +317 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 896 shares; 2024Q4: 957 shares; 2025Q1: 929 shares; 2025Q2: 1,233 shares; 2025Q3: 1,207 shares; 2025Q4: 1,345 shares; 2026Q1: 1,007 shares; 2026Q2: 1,243 shares 1,243 $336K 0.01% +236 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,028 shares; 2025Q2: 3,307 shares; 2025Q3: 3,000 shares; 2025Q4: 3,186 shares; 2026Q1: 3,000 shares; 2026Q2: 4,354 shares 4,354 $336K 0.01% +1,354 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,060 shares; 2025Q3: 8,060 shares; 2025Q4: 8,060 shares; 2026Q1: 8,060 shares; 2026Q2: 8,060 shares 8,060 $334K 0.01% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,078 shares; 2024Q4: 4,078 shares; 2025Q1: 4,078 shares; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares; 2025Q4: 4,078 shares; 2026Q1: 4,078 shares; 2026Q2: 4,078 shares 4,078 $334K 0.01% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,986 shares; 2026Q1: 4,986 shares; 2026Q2: 4,986 shares 4,986 $322K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 791 shares; 2024Q4: 784 shares; 2025Q1: 801 shares; 2025Q2: 896 shares; 2025Q3: 732 shares; 2025Q4: 841 shares; 2026Q1: 775 shares; 2026Q2: 1,146 shares 1,146 $316K 0.01% +371 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 956 shares 956 $316K 0.01% new Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,526 shares; 2024Q4: not reported; 2025Q1: 11,657 shares; 2025Q2: 11,657 shares; 2025Q3: 11,657 shares; 2025Q4: 11,657 shares; 2026Q1: 11,657 shares; 2026Q2: 11,657 shares 11,657 $315K 0.01% 0 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,124 shares; 2024Q4: 4,124 shares; 2025Q1: 3,756 shares; 2025Q2: 3,756 shares; 2025Q3: 3,756 shares; 2025Q4: 3,756 shares; 2026Q1: 3,756 shares; 2026Q2: 3,479 shares 3,479 $313K 0.01% -277 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,043 shares; 2026Q2: 2,467 shares 2,467 $312K 0.01% +424 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 612 shares; 2026Q2: 672 shares 672 $308K 0.01% +60 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,903 shares; 2026Q1: 4,580 shares; 2026Q2: 4,834 shares 4,834 $304K 0.01% +254 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,393 shares; 2024Q4: 38,504 shares; 2025Q1: 28,296 shares; 2025Q2: 20,204 shares; 2025Q3: 15,593 shares; 2025Q4: 14,741 shares; 2026Q1: 11,681 shares; 2026Q2: 10,953 shares 10,953 $303K 0.01% -728 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,611 shares; 2026Q1: 2,611 shares; 2026Q2: 2,611 shares 2,611 $302K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,013 shares; 2026Q2: 1,261 shares 1,261 $300K 0.01% +248 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,443 shares; 2026Q1: 11,777 shares; 2026Q2: 11,777 shares 11,777 $300K 0.01% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,302 shares 1,302 $298K 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,203 shares; 2026Q2: 13,571 shares 13,571 $298K 0.01% +2,368 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,564 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,561 shares; 2025Q4: 8,561 shares; 2026Q1: 8,561 shares; 2026Q2: 8,561 shares 8,561 $297K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,578 shares; 2024Q4: 1,900 shares; 2025Q1: 1,452 shares; 2025Q2: 1,667 shares; 2025Q3: 1,484 shares; 2025Q4: 1,694 shares; 2026Q1: 1,294 shares; 2026Q2: 1,762 shares 1,762 $296K 0.01% +468 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338 shares; 2024Q4: 387 shares; 2025Q1: 364 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 399 shares; 2026Q1: 330 shares; 2026Q2: 465 shares 465 $290K 0.01% +135 Timeline BCAL CALIFORNIA BANCORP More: the full row for CALIFORNIA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,912 shares; 2025Q1: 13,912 shares; 2025Q2: 13,912 shares; 2025Q3: 13,912 shares; 2025Q4: 13,912 shares; 2026Q1: 13,912 shares; 2026Q2: 13,912 shares 13,912 $290K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,775 shares; 2024Q4: 11,200 shares; 2025Q1: 9,784 shares; 2025Q2: 9,784 shares; 2025Q3: 5,757 shares; 2025Q4: 4,974 shares; 2026Q1: 3,701 shares; 2026Q2: 3,714 shares 3,714 $289K 0.01% +13 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,731 shares 1,731 $289K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,466 shares; 2024Q4: 1,618 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,208 shares 2,208 $288K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,311 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,162 shares 1,162 $286K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,152 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 899 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,112 shares 1,112 $283K 0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,889 shares 3,889 $281K 0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 577 shares 577 $279K 0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110 shares; 2024Q4: 1,111 shares; 2025Q1: 1,128 shares; 2025Q2: 1,234 shares; 2025Q3: 1,109 shares; 2025Q4: 1,130 shares; 2026Q1: 1,110 shares; 2026Q2: 1,944 shares 1,944 $276K 0.01% +834 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,294 shares; 2024Q4: not reported; 2025Q1: 6,294 shares; 2025Q2: 6,294 shares; 2025Q3: 6,294 shares; 2025Q4: 6,294 shares; 2026Q1: 6,294 shares; 2026Q2: 6,294 shares 6,294 $275K 0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,804 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,902 shares 1,902 $275K 0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares; 2026Q1: not reported; 2026Q2: 1,081 shares 1,081 $273K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,656 shares; 2024Q4: 2,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,344 shares; 2026Q2: 2,900 shares 2,900 $269K 0.01% -2,444 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,272 shares; 2026Q1: 11,592 shares; 2026Q2: 6,770 shares 6,770 $267K 0.01% -4,822 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,220 shares; 2024Q4: 4,220 shares; 2025Q1: 4,236 shares; 2025Q2: 4,233 shares; 2025Q3: 4,220 shares; 2025Q4: 4,253 shares; 2026Q1: 2,645 shares; 2026Q2: 2,666 shares 2,666 $263K 0.01% +21 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,382 shares; 2024Q4: 5,225 shares; 2025Q1: 5,259 shares; 2025Q2: 4,886 shares; 2025Q3: 4,935 shares; 2025Q4: 4,941 shares; 2026Q1: not reported; 2026Q2: 5,441 shares 5,441 $261K 0.01% new Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,790 shares; 2024Q4: 29,790 shares; 2025Q1: 29,790 shares; 2025Q2: 29,790 shares; 2025Q3: 29,790 shares; 2025Q4: 29,790 shares; 2026Q1: 29,790 shares; 2026Q2: 29,790 shares 29,790 $258K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,336 shares; 2024Q4: 2,372 shares; 2025Q1: 1,227 shares; 2025Q2: 5,871 shares; 2025Q3: 4,928 shares; 2025Q4: 5,073 shares; 2026Q1: 1,228 shares; 2026Q2: 1,140 shares 1,140 $255K 0.01% -88 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,994 shares; 2024Q4: 8,982 shares; 2025Q1: 8,982 shares; 2025Q2: 8,982 shares; 2025Q3: 8,199 shares; 2025Q4: 8,199 shares; 2026Q1: 8,199 shares; 2026Q2: 8,199 shares 8,199 $255K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,690 shares; 2026Q1: 4,971 shares; 2026Q2: 5,480 shares 5,480 $255K 0.01% +509 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,470 shares; 2025Q1: 2,500 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares; 2026Q1: 2,530 shares; 2026Q2: 2,530 shares 2,530 $255K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 3,181 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 6,977 shares; 2026Q1: 6,400 shares; 2026Q2: 5,594 shares 5,594 $254K 0.01% -806 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 302 shares 302 $251K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,952 shares 3,952 $249K 0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,301 shares; 2026Q2: 681 shares 681 $245K 0.01% -620 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,763 shares 1,763 $245K 0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,729 shares; 2024Q4: 2,458 shares; 2025Q1: 2,458 shares; 2025Q2: 4,950 shares; 2025Q3: 2,444 shares; 2025Q4: 3,253 shares; 2026Q1: 1,591 shares; 2026Q2: 1,470 shares 1,470 $242K 0.01% -121 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,833 shares 1,833 $241K 0.01% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,613 shares; 2025Q2: 2,610 shares; 2025Q3: 2,803 shares; 2025Q4: 2,369 shares; 2026Q1: 1,931 shares; 2026Q2: 1,931 shares 1,931 $241K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,442 shares 1,442 $240K 0.01% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,272 shares; 2024Q4: 24,544 shares; 2025Q1: 17,356 shares; 2025Q2: 16,828 shares; 2025Q3: 16,828 shares; 2025Q4: 14,874 shares; 2026Q1: 14,874 shares; 2026Q2: 10,372 shares 10,372 $240K 0.01% -4,502 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,508 shares; 2026Q2: 2,830 shares 2,830 $240K 0.01% +322 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,820 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,207 shares 3,207 $238K 0.01% new Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,297 shares; 2026Q1: 1,176 shares; 2026Q2: 1,176 shares 1,176 $238K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,232 shares 3,232 $237K 0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 734 shares; 2026Q2: 808 shares 808 $237K 0.01% +74 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 52 shares; 2025Q1: 54 shares; 2025Q2: 71 shares; 2025Q3: 51 shares; 2025Q4: 69 shares; 2026Q1: 52 shares; 2026Q2: 1,325 shares 1,325 $236K 0.01% +1,273 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 692 shares 692 $232K 0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,396 shares; 2026Q2: 1,217 shares 1,217 $231K 0.01% -179 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 506 shares 506 $229K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,389 shares 2,389 $227K 0.01% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,647 shares 1,647 $225K 0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,142 shares 1,142 $224K 0.01% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,538 shares 1,538 $220K 0.01% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 652 shares 652 $216K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 830 shares 830 $216K 0.01% new Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,427 shares 1,427 $215K 0.01% new Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 635 shares 635 $215K 0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,265 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,051 shares 9,051 $214K 0.01% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,277 shares 2,277 $213K 0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 702 shares 702 $212K 0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 247 shares 247 $212K 0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,915 shares 1,915 $212K 0.01% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,071 shares 1,071 $211K 0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,386 shares 4,386 $211K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,218 shares; 2024Q4: 3,221 shares; 2025Q1: 3,336 shares; 2025Q2: 3,866 shares; 2025Q3: 3,211 shares; 2025Q4: 3,425 shares; 2026Q1: 4,024 shares; 2026Q2: 2,482 shares 2,482 $210K 0.01% -1,542 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,153 shares 4,153 $209K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,435 shares 1,435 $208K 0.01% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,654 shares; 2026Q2: 3,654 shares 3,654 $207K 0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,439 shares 4,439 $207K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 603 shares; 2026Q1: not reported; 2026Q2: 729 shares 729 $206K 0.01% new Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,071 shares 6,071 $204K 0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,230 shares 10,230 $203K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 619 shares; 2025Q1: 403 shares; 2025Q2: 367 shares; 2025Q3: 310 shares; 2025Q4: 317 shares; 2026Q1: not reported; 2026Q2: 772 shares 772 $202K <0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,649 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,090 shares 2,090 $201K <0.01% new Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,399 shares 1,399 $200K <0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,749 shares; 2024Q4: 5,743 shares; 2025Q1: 5,811 shares; 2025Q2: 5,794 shares; 2025Q3: 5,726 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,930 shares 2,930 $200K <0.01% new Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,285 shares 10,285 $165K <0.01% new Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,030 shares 20,030 $159K <0.01% +30 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,362 shares 14,362 $138K <0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,963 shares 11,963 $134K <0.01% new Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,097 shares 12,097 $128K <0.01% new Timeline BIRD SMARTBIRD INC More: the full row for SMARTBIRD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,853 shares 20,853 $83.4K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,070 shares 14,070 $82K <0.01% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,088 shares; 2024Q4: 33,635 shares; 2025Q1: 26,502 shares; 2025Q2: 26,603 shares; 2025Q3: 25,000 shares; 2025Q4: 25,148 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $78.5K <0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,662 shares 11,662 $71.6K <0.01% new Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,164 shares 10,164 $63.2K <0.01% +164 Timeline