NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 153,325 shares; 2025Q1: 152,766 shares; 2025Q2: 154,959 shares; 2025Q3: 146,544 shares; 2025Q4: 132,796 shares; 2026Q1: 126,728 shares; 2026Q2: 125,429 shares; 2026Q3: 124,812 shares 124,812 $28.5M 7.52% -617 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,373 shares; 2025Q1: 76,008 shares; 2025Q2: 75,533 shares; 2025Q3: 74,864 shares; 2025Q4: 72,165 shares; 2026Q1: 67,986 shares; 2026Q2: 66,999 shares; 2026Q3: 66,387 shares 66,387 $22.1M 5.83% -612 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; 2024Q4: 34,505 shares; 2025Q1: 33,755 shares; 2025Q2: 33,576 shares; 2025Q3: 33,754 shares; 2025Q4: 32,628 shares; 2026Q1: 34,069 shares; 2026Q2: 33,530 shares; 2026Q3: 34,575 shares 34,575 $12.9M 3.41% +1,045 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,212 shares; 2025Q1: 23,748 shares; 2025Q2: 23,947 shares; 2025Q3: 23,919 shares; 2025Q4: 23,494 shares; 2026Q1: 23,172 shares; 2026Q2: 23,402 shares; 2026Q3: 23,338 shares 23,338 $12M 3.16% -64 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,491 shares; 2025Q1: 34,716 shares; 2025Q2: 34,544 shares; 2025Q3: 34,518 shares; 2025Q4: 32,763 shares; 2026Q1: 32,132 shares; 2026Q2: 32,094 shares; 2026Q3: 32,014 shares 32,014 $8.48M 2.24% -80 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; 2024Q4: 24,930 shares; 2025Q1: 24,890 shares; 2025Q2: 25,034 shares; 2025Q3: 24,968 shares; 2025Q4: 24,092 shares; 2026Q1: 24,152 shares; 2026Q2: 23,967 shares; 2026Q3: 23,862 shares 23,862 $7.89M 2.08% -105 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,534 shares; 2025Q1: 30,428 shares; 2025Q2: 30,494 shares; 2025Q3: 30,459 shares; 2025Q4: 30,367 shares; 2026Q1: 30,087 shares; 2026Q2: 30,004 shares; 2026Q3: 29,917 shares 29,917 $7.83M 2.06% -87 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,288 shares; 2026Q3: 42,347 shares 42,347 $6.89M 1.82% +59 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,031 shares; 2025Q1: 20,888 shares; 2025Q2: 21,219 shares; 2025Q3: 21,139 shares; 2025Q4: 20,592 shares; 2026Q1: 19,872 shares; 2026Q2: 19,634 shares; 2026Q3: 19,558 shares 19,558 $6.66M 1.76% -76 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; 2024Q4: 27,249 shares; 2025Q1: 28,019 shares; 2025Q2: 27,972 shares; 2025Q3: 27,961 shares; 2025Q4: 27,602 shares; 2026Q1: 26,604 shares; 2026Q2: 26,297 shares; 2026Q3: 26,224 shares 26,224 $6.53M 1.72% -73 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; 2024Q4: 8,726 shares; 2025Q1: 8,810 shares; 2025Q2: 8,856 shares; 2025Q3: 8,904 shares; 2025Q4: 8,898 shares; 2026Q1: 8,479 shares; 2026Q2: 8,316 shares; 2026Q3: 8,085 shares 8,085 $6.17M 1.63% -231 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,046 shares; 2025Q1: 7,613 shares; 2025Q2: 7,504 shares; 2025Q3: 7,474 shares; 2025Q4: 7,465 shares; 2026Q1: 7,309 shares; 2026Q2: 7,593 shares; 2026Q3: 8,002 shares 8,002 $6.13M 1.62% +409 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,832 shares; 2025Q1: 10,774 shares; 2025Q2: 10,598 shares; 2025Q3: 10,547 shares; 2025Q4: 10,563 shares; 2026Q1: 10,475 shares; 2026Q2: 41,163 shares; 2026Q3: 40,783 shares 40,783 $5.11M 1.35% -380 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,870 shares; 2025Q1: 24,093 shares; 2025Q2: 24,016 shares; 2025Q3: 24,038 shares; 2025Q4: 24,776 shares; 2026Q1: 24,119 shares; 2026Q2: 24,103 shares; 2026Q3: 24,186 shares 24,186 $4.94M 1.3% +83 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; 2024Q4: 32,317 shares; 2025Q1: 32,422 shares; 2025Q2: 32,487 shares; 2025Q3: 32,393 shares; 2025Q4: 31,251 shares; 2026Q1: 30,798 shares; 2026Q2: 30,812 shares; 2026Q3: 30,889 shares 30,889 $4.49M 1.18% +77 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,784 shares; 2025Q1: 33,754 shares; 2025Q2: 33,708 shares; 2025Q3: 33,456 shares; 2025Q4: 33,301 shares; 2026Q1: 32,901 shares; 2026Q2: 32,484 shares; 2026Q3: 32,458 shares 32,458 $4.47M 1.18% -26 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,632 shares; 2025Q1: 41,746 shares; 2025Q2: 38,751 shares; 2025Q3: 38,104 shares; 2025Q4: 37,719 shares; 2026Q1: 37,613 shares; 2026Q2: 35,965 shares; 2026Q3: 36,749 shares 36,749 $4.42M 1.17% +784 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; 2024Q4: 4,634 shares; 2025Q1: 4,638 shares; 2025Q2: 4,550 shares; 2025Q3: 4,553 shares; 2025Q4: 4,620 shares; 2026Q1: 4,844 shares; 2026Q2: 4,831 shares; 2026Q3: 4,830 shares 4,830 $4.4M 1.16% -1 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; 2024Q4: 5,864 shares; 2025Q1: 5,877 shares; 2025Q2: 5,925 shares; 2025Q3: 5,994 shares; 2025Q4: 5,852 shares; 2026Q1: 5,969 shares; 2026Q2: 5,848 shares; 2026Q3: 5,826 shares 5,826 $4.23M 1.11% -22 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,793 shares; 2025Q1: 20,626 shares; 2025Q2: 20,635 shares; 2025Q3: 20,343 shares; 2025Q4: 20,257 shares; 2026Q1: 20,081 shares; 2026Q2: 20,079 shares; 2026Q3: 19,940 shares 19,940 $4.18M 1.1% -139 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; 2024Q4: 8,379 shares; 2025Q1: 8,314 shares; 2025Q2: 8,389 shares; 2025Q3: 9,203 shares; 2025Q4: 9,153 shares; 2026Q1: 9,099 shares; 2026Q2: 7,940 shares; 2026Q3: 8,129 shares 8,129 $4.16M 1.1% +189 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,229 shares; 2025Q1: 12,240 shares; 2025Q2: 12,280 shares; 2025Q3: 12,306 shares; 2025Q4: 12,604 shares; 2026Q1: 11,602 shares; 2026Q2: 11,224 shares; 2026Q3: 11,221 shares 11,221 $3.86M 1.02% -3 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; 2024Q4: 28,215 shares; 2025Q1: 28,331 shares; 2025Q2: 27,953 shares; 2025Q3: 27,960 shares; 2025Q4: 27,690 shares; 2026Q1: 28,029 shares; 2026Q2: 27,876 shares; 2026Q3: 27,817 shares 27,817 $3.68M 0.97% -59 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,341 shares; 2025Q1: 5,276 shares; 2025Q2: 5,119 shares; 2025Q3: 4,987 shares; 2025Q4: 4,939 shares; 2026Q1: 4,801 shares; 2026Q2: 4,680 shares; 2026Q3: 4,537 shares 4,537 $3.68M 0.97% -143 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,406 shares; 2025Q1: 10,313 shares; 2025Q2: 10,343 shares; 2025Q3: 10,345 shares; 2025Q4: 10,347 shares; 2026Q1: 10,302 shares; 2026Q2: 10,295 shares; 2026Q3: 10,208 shares 10,208 $3.64M 0.96% -87 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,132 shares; 2025Q1: 28,133 shares; 2025Q2: 27,481 shares; 2025Q3: 26,984 shares; 2025Q4: 26,636 shares; 2026Q1: 25,288 shares; 2026Q2: 24,949 shares; 2026Q3: 25,405 shares 25,405 $3.61M 0.95% +456 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; 2024Q4: 6,801 shares; 2025Q1: 6,739 shares; 2025Q2: 6,748 shares; 2025Q3: 6,689 shares; 2025Q4: 6,360 shares; 2026Q1: 6,764 shares; 2026Q2: 6,694 shares; 2026Q3: 6,638 shares 6,638 $3.31M 0.87% -56 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,699 shares; 2025Q1: 20,611 shares; 2025Q2: 20,778 shares; 2025Q3: 20,686 shares; 2025Q4: 20,665 shares; 2026Q1: 20,243 shares; 2026Q2: 20,039 shares; 2026Q3: 20,020 shares 20,020 $3.22M 0.85% -19 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,670 shares; 2025Q1: 10,640 shares; 2025Q2: 10,629 shares; 2025Q3: 10,693 shares; 2025Q4: 10,821 shares; 2026Q1: 10,621 shares; 2026Q2: 10,481 shares; 2026Q3: 10,453 shares 10,453 $3.14M 0.83% -28 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; 2024Q4: 12,247 shares; 2025Q1: 12,146 shares; 2025Q2: 12,189 shares; 2025Q3: 12,138 shares; 2025Q4: 10,914 shares; 2026Q1: 11,007 shares; 2026Q2: 11,007 shares; 2026Q3: 10,983 shares 10,983 $3.12M 0.82% -24 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,215 shares; 2025Q1: 24,038 shares; 2025Q2: 23,977 shares; 2025Q3: 23,914 shares; 2025Q4: 24,023 shares; 2026Q1: 24,361 shares; 2026Q2: 24,289 shares; 2026Q3: 24,430 shares 24,430 $3.1M 0.82% +141 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; 2024Q4: 3,579 shares; 2025Q1: 3,680 shares; 2025Q2: 4,018 shares; 2025Q3: 4,051 shares; 2025Q4: 4,098 shares; 2026Q1: 4,090 shares; 2026Q2: 4,139 shares; 2026Q3: 4,075 shares 4,075 $3.01M 0.8% -64 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,339 shares; 2025Q1: 12,299 shares; 2025Q2: 12,150 shares; 2025Q3: 12,121 shares; 2025Q4: 12,135 shares; 2026Q1: 11,994 shares; 2026Q2: 11,860 shares; 2026Q3: 11,859 shares 11,859 $2.94M 0.78% -1 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,503 shares; 2025Q1: 8,847 shares; 2025Q2: 8,847 shares; 2025Q3: 8,827 shares; 2025Q4: 8,301 shares; 2026Q1: 8,326 shares; 2026Q2: 8,286 shares; 2026Q3: 8,263 shares 8,263 $2.87M 0.76% -23 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,964 shares; 2025Q1: 40,545 shares; 2025Q2: 41,445 shares; 2025Q3: 41,438 shares; 2025Q4: 41,433 shares; 2026Q1: 42,165 shares; 2026Q2: 43,101 shares; 2026Q3: 42,849 shares 42,849 $2.86M 0.75% -252 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,334 shares; 2025Q1: 26,109 shares; 2025Q2: 26,554 shares; 2025Q3: 26,554 shares; 2025Q4: 26,591 shares; 2026Q1: 26,811 shares; 2026Q2: 27,103 shares; 2026Q3: 26,916 shares 26,916 $2.8M 0.74% -187 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; 2024Q4: 12,748 shares; 2025Q1: 12,696 shares; 2025Q2: 12,319 shares; 2025Q3: 13,286 shares; 2025Q4: 13,299 shares; 2026Q1: 13,144 shares; 2026Q2: 12,844 shares; 2026Q3: 12,744 shares 12,744 $2.75M 0.73% -100 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,871 shares; 2025Q1: 8,888 shares; 2025Q2: 8,923 shares; 2025Q3: 8,990 shares; 2025Q4: 8,513 shares; 2026Q1: 8,516 shares; 2026Q2: 8,501 shares; 2026Q3: 8,482 shares 8,482 $2.65M 0.7% -19 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; 2024Q4: 1,903 shares; 2025Q1: 1,918 shares; 2025Q2: 1,938 shares; 2025Q3: 1,969 shares; 2025Q4: 1,975 shares; 2026Q1: 2,005 shares; 2026Q2: 2,009 shares; 2026Q3: 2,176 shares 2,176 $2.52M 0.66% +167 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,076 shares; 2025Q1: 23,922 shares; 2025Q2: 24,072 shares; 2025Q3: 23,269 shares; 2025Q4: 22,537 shares; 2026Q1: 21,975 shares; 2026Q2: 44,040 shares; 2026Q3: 44,129 shares 44,129 $2.39M 0.63% +89 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; 2024Q4: 16,281 shares; 2025Q1: 15,995 shares; 2025Q2: 16,138 shares; 2025Q3: 16,196 shares; 2025Q4: 16,204 shares; 2026Q1: 16,215 shares; 2026Q2: 16,181 shares; 2026Q3: 16,408 shares 16,408 $2.38M 0.63% +227 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,917 shares; 2025Q1: 76,803 shares; 2025Q2: 79,732 shares; 2025Q3: 78,470 shares; 2025Q4: 80,527 shares; 2026Q1: 81,093 shares; 2026Q2: 80,876 shares; 2026Q3: 82,433 shares 82,433 $2.35M 0.62% +1,557 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; 2024Q4: 2,472 shares; 2025Q1: 2,477 shares; 2025Q2: 2,496 shares; 2025Q3: 2,497 shares; 2025Q4: 2,373 shares; 2026Q1: 2,359 shares; 2026Q2: 2,457 shares; 2026Q3: 2,452 shares 2,452 $2.33M 0.61% -5 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; 2024Q4: 21,770 shares; 2025Q1: 21,887 shares; 2025Q2: 21,991 shares; 2025Q3: 22,015 shares; 2025Q4: 20,773 shares; 2026Q1: 20,629 shares; 2026Q2: 20,366 shares; 2026Q3: 20,328 shares 20,328 $2.19M 0.58% -38 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; 2024Q4: 8,532 shares; 2025Q1: 8,540 shares; 2025Q2: 8,538 shares; 2025Q3: 8,553 shares; 2025Q4: 8,257 shares; 2026Q1: 8,183 shares; 2026Q2: 8,210 shares; 2026Q3: 8,200 shares 8,200 $2.12M 0.56% -10 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; 2024Q4: 38,590 shares; 2025Q1: 38,898 shares; 2025Q2: 40,445 shares; 2025Q3: 39,713 shares; 2025Q4: 38,984 shares; 2026Q1: 39,003 shares; 2026Q2: 38,535 shares; 2026Q3: 38,297 shares 38,297 $2.08M 0.55% -238 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; 2024Q4: 19,984 shares; 2025Q1: 19,979 shares; 2025Q2: 20,111 shares; 2025Q3: 20,202 shares; 2025Q4: 19,134 shares; 2026Q1: 19,672 shares; 2026Q2: 19,661 shares; 2026Q3: 19,752 shares 19,752 $2.07M 0.55% +91 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,761 shares; 2025Q1: 20,702 shares; 2025Q2: 20,587 shares; 2025Q3: 20,485 shares; 2025Q4: 20,461 shares; 2026Q1: 20,288 shares; 2026Q2: 20,302 shares; 2026Q3: 20,357 shares 20,357 $2.01M 0.53% +55 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; 2024Q4: 23,631 shares; 2025Q1: 22,700 shares; 2025Q2: 22,683 shares; 2025Q3: 22,911 shares; 2025Q4: 22,513 shares; 2026Q1: 23,369 shares; 2026Q2: 23,115 shares; 2026Q3: 23,936 shares 23,936 $1.99M 0.52% +821 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,575 shares; 2025Q1: 19,575 shares; 2025Q2: 39,150 shares; 2025Q3: 39,150 shares; 2025Q4: 39,150 shares; 2026Q1: 31,650 shares; 2026Q2: 25,000 shares; 2026Q3: 25,000 shares 25,000 $1.94M 0.51% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,118 shares; 2025Q1: 15,929 shares; 2025Q2: 15,850 shares; 2025Q3: 15,762 shares; 2025Q4: 16,411 shares; 2026Q1: 20,222 shares; 2026Q2: 20,199 shares; 2026Q3: 20,878 shares 20,878 $1.86M 0.49% +679 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,097 shares; 2025Q1: 7,115 shares; 2025Q2: 7,162 shares; 2025Q3: 7,406 shares; 2025Q4: 7,395 shares; 2026Q1: 7,513 shares; 2026Q2: 7,949 shares; 2026Q3: 7,963 shares 7,963 $1.83M 0.48% +14 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,444 shares; 2025Q1: 11,485 shares; 2025Q2: 11,027 shares; 2025Q3: 10,663 shares; 2025Q4: 10,971 shares; 2026Q1: 9,719 shares; 2026Q2: 9,714 shares; 2026Q3: 9,729 shares 9,729 $1.81M 0.48% +15 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,288 shares; 2025Q1: 5,185 shares; 2025Q2: 5,231 shares; 2025Q3: 5,145 shares; 2025Q4: 5,292 shares; 2026Q1: 5,013 shares; 2026Q2: 5,023 shares; 2026Q3: 5,026 shares 5,026 $1.81M 0.48% +3 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; 2024Q4: 11,746 shares; 2025Q1: 11,781 shares; 2025Q2: 11,802 shares; 2025Q3: 11,807 shares; 2025Q4: 11,609 shares; 2026Q1: 11,609 shares; 2026Q2: 11,609 shares; 2026Q3: 11,612 shares 11,612 $1.73M 0.46% +3 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,158 shares; 2025Q1: 11,184 shares; 2025Q2: 11,373 shares; 2025Q3: 11,314 shares; 2025Q4: 11,255 shares; 2026Q1: 12,101 shares; 2026Q2: 12,421 shares; 2026Q3: 12,378 shares 12,378 $1.7M 0.45% -43 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,765 shares; 2025Q1: 19,283 shares; 2025Q2: 18,812 shares; 2025Q3: 18,687 shares; 2025Q4: 18,735 shares; 2026Q1: 16,345 shares; 2026Q2: 15,643 shares; 2026Q3: 16,321 shares 16,321 $1.7M 0.45% +678 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; 2024Q4: 21,024 shares; 2025Q1: 20,383 shares; 2025Q2: 20,050 shares; 2025Q3: 19,683 shares; 2025Q4: 19,781 shares; 2026Q1: 19,821 shares; 2026Q2: 19,721 shares; 2026Q3: 19,636 shares 19,636 $1.69M 0.45% -85 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,208 shares; 2025Q1: 5,205 shares; 2025Q2: 5,226 shares; 2025Q3: 5,235 shares; 2025Q4: 5,242 shares; 2026Q1: 5,164 shares; 2026Q2: 3,169 shares; 2026Q3: 3,173 shares 3,173 $1.64M 0.43% +4 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,338 shares; 2025Q1: 36,892 shares; 2025Q2: 36,822 shares; 2025Q3: 36,391 shares; 2025Q4: 36,721 shares; 2026Q1: 36,555 shares; 2026Q2: 36,925 shares; 2026Q3: 37,136 shares 37,136 $1.63M 0.43% +211 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; 2024Q4: 5,755 shares; 2025Q1: 5,776 shares; 2025Q2: 5,662 shares; 2025Q3: 5,791 shares; 2025Q4: 5,794 shares; 2026Q1: 5,938 shares; 2026Q2: 5,938 shares; 2026Q3: 5,941 shares 5,941 $1.62M 0.43% +3 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,242 shares; 2025Q1: 21,601 shares; 2025Q2: 21,572 shares; 2025Q3: 20,779 shares; 2025Q4: 20,217 shares; 2026Q1: 20,024 shares; 2026Q2: 19,589 shares; 2026Q3: 19,368 shares 19,368 $1.58M 0.42% -221 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; 2024Q4: 3,857 shares; 2025Q1: 3,865 shares; 2025Q2: 4,029 shares; 2025Q3: 13,051 shares; 2025Q4: 14,371 shares; 2026Q1: 14,648 shares; 2026Q2: 15,927 shares; 2026Q3: 16,624 shares 16,624 $1.56M 0.41% +697 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,130 shares; 2025Q1: 2,205 shares; 2025Q2: 2,205 shares; 2025Q3: 2,255 shares; 2025Q4: 2,292 shares; 2026Q1: 2,342 shares; 2026Q2: 2,333 shares; 2026Q3: 2,333 shares 2,333 $1.52M 0.4% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,265 shares; 2025Q1: 15,711 shares; 2025Q2: 15,489 shares; 2025Q3: 15,297 shares; 2025Q4: 14,710 shares; 2026Q1: 14,680 shares; 2026Q2: 14,399 shares; 2026Q3: 14,182 shares 14,182 $1.51M 0.4% -217 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,013 shares; 2025Q1: 62,694 shares; 2025Q2: 59,184 shares; 2025Q3: 58,765 shares; 2025Q4: 58,881 shares; 2026Q1: 60,343 shares; 2026Q2: 60,259 shares; 2026Q3: 61,240 shares 61,240 $1.49M 0.39% +981 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,974 shares; 2026Q2: 44,906 shares; 2026Q3: 44,568 shares 44,568 $1.49M 0.39% -338 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,414 shares; 2026Q3: 12,649 shares 12,649 $1.49M 0.39% +3,235 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; 2024Q4: 7,000 shares; 2025Q1: 7,008 shares; 2025Q2: 7,009 shares; 2025Q3: 7,026 shares; 2025Q4: 6,713 shares; 2026Q1: 6,704 shares; 2026Q2: 6,662 shares; 2026Q3: 6,707 shares 6,707 $1.48M 0.39% +45 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,055 shares; 2025Q1: 6,916 shares; 2025Q2: 8,380 shares; 2025Q3: 8,349 shares; 2025Q4: 10,065 shares; 2026Q1: 8,893 shares; 2026Q2: 8,909 shares; 2026Q3: 8,911 shares 8,911 $1.4M 0.37% +2 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; 2024Q4: 434 shares; 2025Q1: 609 shares; 2025Q2: 804 shares; 2025Q3: 890 shares; 2025Q4: 812 shares; 2026Q1: 788 shares; 2026Q2: 758 shares; 2026Q3: 755 shares 755 $1.37M 0.36% -3 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,901 shares; 2025Q1: 1,899 shares; 2025Q2: 1,847 shares; 2025Q3: 1,851 shares; 2025Q4: 18,445 shares; 2026Q1: 18,720 shares; 2026Q2: 18,713 shares; 2026Q3: 18,785 shares 18,785 $1.31M 0.34% +72 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,409 shares; 2025Q1: 27,140 shares; 2025Q2: 27,133 shares; 2025Q3: 26,239 shares; 2025Q4: 26,150 shares; 2026Q1: 26,058 shares; 2026Q2: 25,677 shares; 2026Q3: 25,396 shares 25,396 $1.29M 0.34% -281 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; 2024Q4: 1,968 shares; 2025Q1: 2,007 shares; 2025Q2: 2,348 shares; 2025Q3: 2,385 shares; 2025Q4: 2,272 shares; 2026Q1: 2,168 shares; 2026Q2: 2,024 shares; 2026Q3: 2,104 shares 2,104 $1.29M 0.34% +80 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; 2024Q4: 4,256 shares; 2025Q1: 4,272 shares; 2025Q2: 4,262 shares; 2025Q3: 4,204 shares; 2025Q4: 4,205 shares; 2026Q1: 4,196 shares; 2026Q2: 4,199 shares; 2026Q3: 4,199 shares 4,199 $1.28M 0.34% 0 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; 2024Q4: 1,423 shares; 2025Q1: 1,300 shares; 2025Q2: 1,308 shares; 2025Q3: 1,309 shares; 2025Q4: 1,309 shares; 2026Q1: 1,304 shares; 2026Q2: 1,304 shares; 2026Q3: 1,305 shares 1,305 $1.25M 0.33% +1 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,740 shares; 2025Q1: 6,450 shares; 2025Q2: 6,498 shares; 2025Q3: 6,520 shares; 2025Q4: 6,516 shares; 2026Q1: 6,609 shares; 2026Q2: 6,609 shares; 2026Q3: 6,605 shares 6,605 $1.23M 0.32% -4 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,154 shares; 2025Q1: 2,154 shares; 2025Q2: 2,158 shares; 2025Q3: 2,164 shares; 2025Q4: 2,159 shares; 2026Q1: 2,216 shares; 2026Q2: 2,214 shares; 2026Q3: 2,221 shares 2,221 $1.22M 0.32% +7 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 2,057 shares; 2026Q2: 3,340 shares; 2026Q3: 4,207 shares 4,207 $1.2M 0.32% +867 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,873 shares; 2025Q1: 15,898 shares; 2025Q2: 15,958 shares; 2025Q3: 16,170 shares; 2025Q4: 14,852 shares; 2026Q1: 14,736 shares; 2026Q2: 13,902 shares; 2026Q3: 13,793 shares 13,793 $1.19M 0.31% -109 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; 2024Q4: 13,661 shares; 2025Q1: 13,838 shares; 2025Q2: 13,860 shares; 2025Q3: 14,608 shares; 2025Q4: 14,820 shares; 2026Q1: 14,852 shares; 2026Q2: 14,752 shares; 2026Q3: 15,405 shares 15,405 $1.17M 0.31% +653 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,068 shares; 2025Q1: 1,070 shares; 2025Q2: 1,074 shares; 2025Q3: 1,078 shares; 2025Q4: 1,081 shares; 2026Q1: 1,086 shares; 2026Q2: 1,085 shares; 2026Q3: 1,092 shares 1,092 $1.16M 0.3% +7 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 710 shares; 2025Q1: 707 shares; 2025Q2: 10,665 shares; 2025Q3: 10,920 shares; 2025Q4: 10,546 shares; 2026Q1: 13,509 shares; 2026Q2: 13,485 shares; 2026Q3: 13,510 shares 13,510 $1.15M 0.3% +25 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,062 shares; 2025Q1: 1,711 shares; 2025Q2: 2,235 shares; 2025Q3: 2,461 shares; 2025Q4: 2,513 shares; 2026Q1: 2,513 shares; 2026Q2: 2,445 shares; 2026Q3: 2,484 shares 2,484 $1.13M 0.3% +39 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; 2024Q4: 12,164 shares; 2025Q1: 12,169 shares; 2025Q2: 12,145 shares; 2025Q3: 12,152 shares; 2025Q4: 12,161 shares; 2026Q1: 12,063 shares; 2026Q2: 12,066 shares; 2026Q3: 10,755 shares 10,755 $1.13M 0.3% -1,311 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; 2024Q4: 2,179 shares; 2025Q1: 2,454 shares; 2025Q2: 3,046 shares; 2025Q3: 4,727 shares; 2025Q4: 5,332 shares; 2026Q1: 5,335 shares; 2026Q2: 5,230 shares; 2026Q3: 5,375 shares 5,375 $1.12M 0.29% +145 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,178 shares; 2025Q1: 4,879 shares; 2025Q2: 4,905 shares; 2025Q3: 5,299 shares; 2025Q4: 5,288 shares; 2026Q1: 5,443 shares; 2026Q2: 6,027 shares; 2026Q3: 5,794 shares 5,794 $1.08M 0.29% -233 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,136 shares; 2025Q1: 3,248 shares; 2025Q2: 3,243 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares; 2026Q1: 3,334 shares; 2026Q2: 3,335 shares; 2026Q3: 3,335 shares 3,335 $1.08M 0.28% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,399 shares; 2026Q1: 9,596 shares; 2026Q2: 9,665 shares; 2026Q3: 10,501 shares 10,501 $1.08M 0.28% +836 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; 2024Q4: 10,759 shares; 2025Q1: 10,793 shares; 2025Q2: 10,404 shares; 2025Q3: 10,148 shares; 2025Q4: 9,193 shares; 2026Q1: 9,232 shares; 2026Q2: 9,245 shares; 2026Q3: 9,160 shares 9,160 $1.04M 0.28% -85 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,486 shares; 2025Q1: 6,494 shares; 2025Q2: 6,444 shares; 2025Q3: 6,507 shares; 2025Q4: 4,587 shares; 2026Q1: 4,484 shares; 2026Q2: 4,465 shares; 2026Q3: 4,483 shares 4,483 $1.04M 0.27% +18 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,702 shares; 2025Q1: 2,714 shares; 2025Q2: 2,759 shares; 2025Q3: 2,801 shares; 2025Q4: 2,967 shares; 2026Q1: 2,908 shares; 2026Q2: 2,883 shares; 2026Q3: 2,894 shares 2,894 $1.03M 0.27% +11 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; 2024Q4: 5,608 shares; 2025Q1: 5,641 shares; 2025Q2: 5,607 shares; 2025Q3: 5,616 shares; 2025Q4: 4,623 shares; 2026Q1: 4,625 shares; 2026Q2: 4,638 shares; 2026Q3: 4,603 shares 4,603 $1.02M 0.27% -35 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,628 shares; 2025Q1: 9,599 shares; 2025Q2: 9,960 shares; 2025Q3: 9,703 shares; 2025Q4: 9,697 shares; 2026Q1: 9,550 shares; 2026Q2: 9,392 shares; 2026Q3: 9,284 shares 9,284 $1.02M 0.27% -108 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; 2024Q4: 4,002 shares; 2025Q1: 4,005 shares; 2025Q2: 4,014 shares; 2025Q3: 4,021 shares; 2025Q4: 3,964 shares; 2026Q1: 3,763 shares; 2026Q2: 3,724 shares; 2026Q3: 3,726 shares 3,726 $959K 0.25% +2 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,393 shares; 2025Q1: 4,320 shares; 2025Q2: 4,321 shares; 2025Q3: 4,320 shares; 2025Q4: 4,245 shares; 2026Q1: 4,246 shares; 2026Q2: 4,148 shares; 2026Q3: 3,449 shares 3,449 $958K 0.25% -699 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; 2024Q4: 28,509 shares; 2025Q1: 27,717 shares; 2025Q2: 28,757 shares; 2025Q3: 27,893 shares; 2025Q4: 31,324 shares; 2026Q1: 32,469 shares; 2026Q2: 32,112 shares; 2026Q3: 41,874 shares 41,874 $911K 0.24% +9,762 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; 2024Q4: 6,755 shares; 2025Q1: 6,710 shares; 2025Q2: 12,389 shares; 2025Q3: 12,263 shares; 2025Q4: 12,268 shares; 2026Q1: 12,142 shares; 2026Q2: 11,978 shares; 2026Q3: 11,785 shares 11,785 $910K 0.24% -193 Timeline WOLF WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares; 2026Q2: 32,300 shares; 2026Q3: 32,300 shares 32,300 $909K 0.24% 0 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,360 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,450 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares; 2026Q2: 1,385 shares; 2026Q3: 1,585 shares 1,585 $900K 0.24% +200 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; 2024Q4: 24,602 shares; 2025Q1: 26,228 shares; 2025Q2: 25,887 shares; 2025Q3: 25,624 shares; 2025Q4: 23,914 shares; 2026Q1: 21,026 shares; 2026Q2: 20,234 shares; 2026Q3: 19,014 shares 19,014 $872K 0.23% -1,220 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; 2024Q4: 5,942 shares; 2025Q1: 5,609 shares; 2025Q2: 4,881 shares; 2025Q3: 4,779 shares; 2025Q4: 4,779 shares; 2026Q1: 4,432 shares; 2026Q2: 4,442 shares; 2026Q3: 4,471 shares 4,471 $853K 0.23% +29 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,235 shares; 2025Q1: 1,305 shares; 2025Q2: 1,660 shares; 2025Q3: 1,398 shares; 2025Q4: 1,718 shares; 2026Q1: 1,926 shares; 2026Q2: 2,387 shares; 2026Q3: 2,411 shares 2,411 $847K 0.22% +24 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; 2024Q4: 16,559 shares; 2025Q1: 16,238 shares; 2025Q2: 16,178 shares; 2025Q3: 16,163 shares; 2025Q4: 13,474 shares; 2026Q1: 13,473 shares; 2026Q2: 13,373 shares; 2026Q3: 13,373 shares 13,373 $834K 0.22% 0 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; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 433 shares; 2026Q1: 433 shares; 2026Q2: 716 shares; 2026Q3: 910 shares 910 $820K 0.22% +194 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; 2024Q4: 4,802 shares; 2025Q1: 4,806 shares; 2025Q2: 4,447 shares; 2025Q3: 4,260 shares; 2025Q4: 4,255 shares; 2026Q1: 4,215 shares; 2026Q2: 4,155 shares; 2026Q3: 4,050 shares 4,050 $792K 0.21% -105 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; 2024Q4: 12,448 shares; 2025Q1: 12,432 shares; 2025Q2: 13,581 shares; 2025Q3: 13,599 shares; 2025Q4: 13,615 shares; 2026Q1: 13,311 shares; 2026Q2: 13,265 shares; 2026Q3: 13,280 shares 13,280 $788K 0.21% +15 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,352 shares; 2025Q1: 6,315 shares; 2025Q2: 6,369 shares; 2025Q3: 6,485 shares; 2025Q4: 2,436 shares; 2026Q1: 2,370 shares; 2026Q2: 2,021 shares; 2026Q3: 2,028 shares 2,028 $774K 0.2% +7 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,311 shares; 2025Q1: 8,313 shares; 2025Q2: 8,198 shares; 2025Q3: 7,990 shares; 2025Q4: 7,995 shares; 2026Q1: 7,895 shares; 2026Q2: 7,727 shares; 2026Q3: 7,547 shares 7,547 $771K 0.2% -180 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,996 shares; 2025Q1: 12,997 shares; 2025Q2: 13,086 shares; 2025Q3: 13,035 shares; 2025Q4: 13,279 shares; 2026Q1: 13,281 shares; 2026Q2: 13,199 shares; 2026Q3: 13,144 shares 13,144 $771K 0.2% -55 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,807 shares; 2025Q1: 4,757 shares; 2025Q2: 4,751 shares; 2025Q3: 4,755 shares; 2025Q4: 4,613 shares; 2026Q1: 4,615 shares; 2026Q2: 4,600 shares; 2026Q3: 4,602 shares 4,602 $755K 0.2% +2 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,377 shares; 2025Q1: 32,136 shares; 2025Q2: 28,245 shares; 2025Q3: 30,205 shares; 2025Q4: 28,228 shares; 2026Q1: 28,228 shares; 2026Q2: 28,713 shares; 2026Q3: 28,665 shares 28,665 $751K 0.2% -48 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; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $747K 0.2% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,004 shares; 2025Q1: 2,223 shares; 2025Q2: 2,241 shares; 2025Q3: 2,257 shares; 2025Q4: 2,401 shares; 2026Q1: 2,549 shares; 2026Q2: 2,518 shares; 2026Q3: 2,318 shares 2,318 $736K 0.19% -200 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,921 shares; 2025Q1: 10,473 shares; 2025Q2: 10,356 shares; 2025Q3: 10,206 shares; 2025Q4: 10,593 shares; 2026Q1: 10,546 shares; 2026Q2: 10,330 shares; 2026Q3: 10,197 shares 10,197 $734K 0.19% -133 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,924 shares; 2026Q2: 5,880 shares; 2026Q3: 8,514 shares 8,514 $723K 0.19% +2,634 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; 2024Q4: 3,463 shares; 2025Q1: 2,872 shares; 2025Q2: 2,956 shares; 2025Q3: 3,092 shares; 2025Q4: 3,196 shares; 2026Q1: 3,305 shares; 2026Q2: 3,164 shares; 2026Q3: 3,240 shares 3,240 $718K 0.19% +76 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,773 shares; 2025Q1: 2,652 shares; 2025Q2: 2,603 shares; 2025Q3: 2,563 shares; 2025Q4: 2,805 shares; 2026Q1: 3,004 shares; 2026Q2: 2,925 shares; 2026Q3: 3,106 shares 3,106 $709K 0.19% +181 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; 2024Q4: 9,144 shares; 2025Q1: 9,440 shares; 2025Q2: 9,420 shares; 2025Q3: 9,535 shares; 2025Q4: 9,607 shares; 2026Q1: 9,562 shares; 2026Q2: 10,071 shares; 2026Q3: 10,078 shares 10,078 $705K 0.19% +7 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,680 shares; 2025Q1: 6,538 shares; 2025Q2: 7,085 shares; 2025Q3: 7,000 shares; 2025Q4: 7,020 shares; 2026Q1: 6,811 shares; 2026Q2: 6,660 shares; 2026Q3: 6,692 shares 6,692 $696K 0.18% +32 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,195 shares; 2025Q3: 2,213 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,363 shares; 2026Q3: 10,120 shares 10,120 $693K 0.18% +2,757 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,778 shares; 2025Q1: 20,800 shares; 2025Q2: 19,579 shares; 2025Q3: 19,599 shares; 2025Q4: 19,621 shares; 2026Q1: 20,461 shares; 2026Q2: 19,998 shares; 2026Q3: 20,022 shares 20,022 $688K 0.18% +24 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; 2024Q4: 6,196 shares; 2025Q1: 6,177 shares; 2025Q2: 6,634 shares; 2025Q3: 10,055 shares; 2025Q4: 10,055 shares; 2026Q1: 11,130 shares; 2026Q2: 9,122 shares; 2026Q3: 9,532 shares 9,532 $673K 0.18% +410 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,414 shares; 2025Q1: 1,422 shares; 2025Q2: 1,413 shares; 2025Q3: 1,413 shares; 2025Q4: 1,365 shares; 2026Q1: 1,515 shares; 2026Q2: 1,527 shares; 2026Q3: 1,527 shares 1,527 $671K 0.18% 0 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,867 shares; 2025Q1: 5,867 shares; 2025Q2: 5,893 shares; 2025Q3: 5,880 shares; 2025Q4: 5,933 shares; 2026Q1: 8,677 shares; 2026Q2: 8,705 shares; 2026Q3: 8,694 shares 8,694 $670K 0.18% -11 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,308 shares; 2025Q1: 11,429 shares; 2025Q2: 13,909 shares; 2025Q3: 11,444 shares; 2025Q4: 11,250 shares; 2026Q1: 11,449 shares; 2026Q2: 11,449 shares; 2026Q3: 11,476 shares 11,476 $663K 0.17% +27 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 914 shares; 2025Q4: not reported; 2026Q1: 1,011 shares; 2026Q2: 2,748 shares; 2026Q3: 2,744 shares 2,744 $658K 0.17% -4 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,452 shares; 2025Q1: 8,427 shares; 2025Q2: 8,807 shares; 2025Q3: 8,762 shares; 2025Q4: 9,242 shares; 2026Q1: 7,392 shares; 2026Q2: 12,041 shares; 2026Q3: 12,505 shares 12,505 $657K 0.17% +464 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,663 shares; 2025Q1: 5,785 shares; 2025Q2: 6,031 shares; 2025Q3: 6,481 shares; 2025Q4: 6,864 shares; 2026Q1: 6,887 shares; 2026Q2: 6,854 shares; 2026Q3: 6,830 shares 6,830 $642K 0.17% -24 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,177 shares; 2025Q1: 6,182 shares; 2025Q2: 6,216 shares; 2025Q3: 6,136 shares; 2025Q4: 6,139 shares; 2026Q1: 6,039 shares; 2026Q2: 5,975 shares; 2026Q3: 5,948 shares 5,948 $636K 0.17% -27 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,850 shares; 2025Q1: 4,922 shares; 2025Q2: 4,849 shares; 2025Q3: 5,031 shares; 2025Q4: 4,948 shares; 2026Q1: 4,935 shares; 2026Q2: 4,924 shares; 2026Q3: 4,879 shares 4,879 $632K 0.17% -45 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,009 shares; 2025Q2: 5,816 shares; 2025Q3: 5,821 shares; 2025Q4: 4,666 shares; 2026Q1: 5,155 shares; 2026Q2: 9,271 shares; 2026Q3: 14,091 shares 14,091 $621K 0.16% +4,820 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,484 shares; 2025Q1: 3,489 shares; 2025Q2: 3,522 shares; 2025Q3: 3,440 shares; 2025Q4: 3,450 shares; 2026Q1: 3,572 shares; 2026Q2: 3,328 shares; 2026Q3: 3,373 shares 3,373 $621K 0.16% +45 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,131 shares; 2025Q1: 2,176 shares; 2025Q2: 2,172 shares; 2025Q3: 2,197 shares; 2025Q4: 2,187 shares; 2026Q1: 2,166 shares; 2026Q2: 2,166 shares; 2026Q3: 2,166 shares 2,166 $613K 0.16% 0 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,649 shares; 2025Q1: 7,026 shares; 2025Q2: 7,052 shares; 2025Q3: 7,099 shares; 2025Q4: 7,493 shares; 2026Q1: 7,799 shares; 2026Q2: 7,127 shares; 2026Q3: 7,289 shares 7,289 $607K 0.16% +162 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,057 shares; 2025Q1: 6,077 shares; 2025Q2: 12,206 shares; 2025Q3: 12,221 shares; 2025Q4: 12,209 shares; 2026Q1: 12,013 shares; 2026Q2: 12,008 shares; 2026Q3: 12,014 shares 12,014 $595K 0.16% +6 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,323 shares; 2025Q1: 49,857 shares; 2025Q2: 49,386 shares; 2025Q3: 49,414 shares; 2025Q4: 48,453 shares; 2026Q1: 47,435 shares; 2026Q2: 47,486 shares; 2026Q3: 46,520 shares 46,520 $561K 0.15% -966 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 938 shares; 2025Q3: 898 shares; 2025Q4: 892 shares; 2026Q1: 1,071 shares; 2026Q2: 1,071 shares; 2026Q3: 1,073 shares 1,073 $560K 0.15% +2 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 3,016 shares; 2025Q3: 2,996 shares; 2025Q4: 2,941 shares; 2026Q1: 2,935 shares; 2026Q2: 2,932 shares; 2026Q3: 2,933 shares 2,933 $549K 0.14% +1 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,351 shares; 2025Q1: 20,351 shares; 2025Q2: 20,351 shares; 2025Q3: 20,351 shares; 2025Q4: 20,351 shares; 2026Q1: 20,351 shares; 2026Q2: 20,351 shares; 2026Q3: 20,351 shares 20,351 $546K 0.14% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,675 shares; 2025Q1: 25,704 shares; 2025Q2: 24,206 shares; 2025Q3: 22,434 shares; 2025Q4: 22,465 shares; 2026Q1: 22,271 shares; 2026Q2: 22,012 shares; 2026Q3: 22,045 shares 22,045 $543K 0.14% +33 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,496 shares; 2026Q1: 4,973 shares; 2026Q2: 6,631 shares; 2026Q3: 7,814 shares 7,814 $541K 0.14% +1,183 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares; 2026Q3: 10,500 shares 10,500 $530K 0.14% 0 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; 2024Q4: 3,381 shares; 2025Q1: 3,392 shares; 2025Q2: 3,359 shares; 2025Q3: 3,219 shares; 2025Q4: 3,227 shares; 2026Q1: 3,341 shares; 2026Q2: 3,342 shares; 2026Q3: 3,381 shares 3,381 $524K 0.14% +39 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,625 shares; 2025Q1: 10,625 shares; 2025Q2: 10,425 shares; 2025Q3: 10,425 shares; 2025Q4: 10,375 shares; 2026Q1: 10,075 shares; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $524K 0.14% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,485 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,505 shares; 2025Q4: 3,508 shares; 2026Q1: 3,513 shares; 2026Q2: 3,508 shares; 2026Q3: 3,510 shares 3,510 $523K 0.14% +2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 482 shares; 2026Q3: 488 shares 488 $520K 0.14% +6 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,464 shares; 2025Q1: 6,464 shares; 2025Q2: 5,959 shares; 2025Q3: 5,964 shares; 2025Q4: 5,924 shares; 2026Q1: 5,924 shares; 2026Q2: 5,924 shares; 2026Q3: 5,924 shares 5,924 $511K 0.13% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,670 shares; 2025Q1: 2,917 shares; 2025Q2: 2,832 shares; 2025Q3: 2,889 shares; 2025Q4: 2,866 shares; 2026Q1: 2,632 shares; 2026Q2: 2,266 shares; 2026Q3: 2,243 shares 2,243 $498K 0.13% -23 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; 2024Q4: 6,753 shares; 2025Q1: 6,803 shares; 2025Q2: 6,194 shares; 2025Q3: 6,229 shares; 2025Q4: 6,235 shares; 2026Q1: 6,255 shares; 2026Q2: 6,215 shares; 2026Q3: 6,215 shares 6,215 $497K 0.13% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,247 shares; 2025Q1: 6,160 shares; 2025Q2: 6,201 shares; 2025Q3: 6,524 shares; 2025Q4: 6,524 shares; 2026Q1: 6,524 shares; 2026Q2: 6,524 shares; 2026Q3: 6,524 shares 6,524 $480K 0.13% 0 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; 2024Q4: 1,952 shares; 2025Q1: 1,953 shares; 2025Q2: 1,965 shares; 2025Q3: 1,971 shares; 2025Q4: 1,243 shares; 2026Q1: 1,263 shares; 2026Q2: 1,258 shares; 2026Q3: 1,258 shares 1,258 $479K 0.13% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,116 shares; 2026Q2: 1,786 shares; 2026Q3: 1,884 shares 1,884 $479K 0.13% +98 Timeline IVOV 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; 2024Q4: 4,301 shares; 2025Q1: 4,301 shares; 2025Q2: 4,691 shares; 2025Q3: 4,691 shares; 2025Q4: 4,691 shares; 2026Q1: 4,591 shares; 2026Q2: 4,414 shares; 2026Q3: 4,414 shares 4,414 $472K 0.12% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,252 shares; 2025Q1: 2,550 shares; 2025Q2: 2,536 shares; 2025Q3: 2,343 shares; 2025Q4: 2,076 shares; 2026Q1: 1,752 shares; 2026Q2: 1,716 shares; 2026Q3: 1,757 shares 1,757 $466K 0.12% +41 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,751 shares; 2025Q1: 4,893 shares; 2025Q2: 5,263 shares; 2025Q3: 5,043 shares; 2025Q4: 5,077 shares; 2026Q1: 5,353 shares; 2026Q2: 5,386 shares; 2026Q3: 5,418 shares 5,418 $464K 0.12% +32 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,842 shares; 2025Q1: 4,842 shares; 2025Q2: 4,842 shares; 2025Q3: 4,842 shares; 2025Q4: 4,848 shares; 2026Q1: 4,848 shares; 2026Q2: 4,848 shares; 2026Q3: 4,848 shares 4,848 $461K 0.12% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,104 shares; 2025Q1: 6,177 shares; 2025Q2: 5,554 shares; 2025Q3: 5,393 shares; 2025Q4: 5,396 shares; 2026Q1: 5,427 shares; 2026Q2: 5,443 shares; 2026Q3: 5,524 shares 5,524 $458K 0.12% +81 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; 2024Q4: 452 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 451 shares; 2026Q2: 3,606 shares; 2026Q3: 3,609 shares 3,609 $454K 0.12% +3 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,226 shares; 2025Q1: 5,243 shares; 2025Q2: 5,152 shares; 2025Q3: 4,312 shares; 2025Q4: 4,244 shares; 2026Q1: 4,262 shares; 2026Q2: 4,288 shares; 2026Q3: 4,315 shares 4,315 $436K 0.12% +27 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; 2024Q4: 8,530 shares; 2025Q1: 8,177 shares; 2025Q2: 6,938 shares; 2025Q3: 6,713 shares; 2025Q4: 6,278 shares; 2026Q1: 6,358 shares; 2026Q2: 6,393 shares; 2026Q3: 6,472 shares 6,472 $436K 0.11% +79 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; 2024Q4: 1,164 shares; 2025Q1: 1,164 shares; 2025Q2: 1,065 shares; 2025Q3: 1,083 shares; 2025Q4: 2,166 shares; 2026Q1: 2,221 shares; 2026Q2: 2,221 shares; 2026Q3: 2,221 shares 2,221 $435K 0.11% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,358 shares; 2025Q1: 4,231 shares; 2025Q2: 4,321 shares; 2025Q3: 4,245 shares; 2025Q4: 4,373 shares; 2026Q1: 4,401 shares; 2026Q2: 4,434 shares; 2026Q3: 4,455 shares 4,455 $434K 0.11% +21 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 354 shares; 2025Q1: 363 shares; 2025Q2: 355 shares; 2025Q3: 352 shares; 2025Q4: 349 shares; 2026Q1: not reported; 2026Q2: 1,534 shares; 2026Q3: 1,545 shares 1,545 $426K 0.11% +11 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,665 shares; 2025Q1: 2,661 shares; 2025Q2: 2,583 shares; 2025Q3: 2,585 shares; 2025Q4: 2,588 shares; 2026Q1: 2,588 shares; 2026Q2: 2,585 shares; 2026Q3: 2,589 shares 2,589 $415K 0.11% +4 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,311 shares; 2025Q1: 3,305 shares; 2025Q2: 3,315 shares; 2025Q3: 3,325 shares; 2025Q4: 3,339 shares; 2026Q1: 3,239 shares; 2026Q2: 3,248 shares; 2026Q3: 3,258 shares 3,258 $409K 0.11% +10 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,735 shares; 2025Q2: 3,736 shares; 2025Q3: 3,816 shares; 2025Q4: 4,801 shares; 2026Q1: 5,511 shares; 2026Q2: 5,175 shares; 2026Q3: 5,032 shares 5,032 $408K 0.11% -143 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; 2024Q4: 536 shares; 2025Q1: 550 shares; 2025Q2: 507 shares; 2025Q3: 620 shares; 2025Q4: 609 shares; 2026Q1: 610 shares; 2026Q2: 599 shares; 2026Q3: 603 shares 603 $407K 0.11% +4 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,534 shares; 2026Q3: 1,532 shares 1,532 $405K 0.11% -2 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,528 shares; 2026Q3: 8,530 shares 8,530 $403K 0.11% +2,002 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; 2024Q4: 13,038 shares; 2025Q1: 13,025 shares; 2025Q2: 13,062 shares; 2025Q3: 13,049 shares; 2025Q4: 13,057 shares; 2026Q1: 13,072 shares; 2026Q2: 13,083 shares; 2026Q3: 13,093 shares 13,093 $395K 0.1% +10 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; 2024Q4: 10,488 shares; 2025Q1: 10,500 shares; 2025Q2: 10,510 shares; 2025Q3: 10,570 shares; 2025Q4: 10,580 shares; 2026Q1: 10,594 shares; 2026Q2: 10,605 shares; 2026Q3: 10,616 shares 10,616 $381K 0.1% +11 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 978 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 841 shares; 2026Q3: 945 shares 945 $375K 0.1% +104 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 1,239 shares; 2025Q3: 1,239 shares; 2025Q4: 1,200 shares; 2026Q1: 1,000 shares; 2026Q2: 900 shares; 2026Q3: 900 shares 900 $375K 0.1% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,665 shares; 2025Q1: 2,651 shares; 2025Q2: 2,660 shares; 2025Q3: 2,669 shares; 2025Q4: 2,682 shares; 2026Q1: 2,689 shares; 2026Q2: 2,694 shares; 2026Q3: 2,703 shares 2,703 $372K 0.1% +9 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,757 shares; 2025Q1: 1,768 shares; 2025Q2: 1,800 shares; 2025Q3: 1,915 shares; 2025Q4: 1,803 shares; 2026Q1: 1,817 shares; 2026Q2: 1,792 shares; 2026Q3: 1,787 shares 1,787 $370K 0.1% -5 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; 2024Q4: 1,308 shares; 2025Q1: 1,310 shares; 2025Q2: 1,313 shares; 2025Q3: 1,314 shares; 2025Q4: 1,317 shares; 2026Q1: 1,315 shares; 2026Q2: 1,315 shares; 2026Q3: 1,316 shares 1,316 $366K 0.1% +1 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,615 shares; 2025Q1: 3,615 shares; 2025Q2: 3,846 shares; 2025Q3: 3,799 shares; 2025Q4: 3,798 shares; 2026Q1: 4,819 shares; 2026Q2: 4,734 shares; 2026Q3: 4,675 shares 4,675 $361K 0.1% -59 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares; 2026Q3: 4,000 shares 4,000 $351K 0.09% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,462 shares; 2026Q1: 4,311 shares; 2026Q2: 4,381 shares; 2026Q3: 4,467 shares 4,467 $349K 0.09% +86 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,106 shares; 2025Q3: 3,289 shares; 2025Q4: 3,322 shares; 2026Q1: 3,555 shares; 2026Q2: 3,673 shares; 2026Q3: 3,838 shares 3,838 $346K 0.09% +165 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; 2024Q4: 2,398 shares; 2025Q1: 2,305 shares; 2025Q2: 2,315 shares; 2025Q3: 2,316 shares; 2025Q4: 2,121 shares; 2026Q1: 2,121 shares; 2026Q2: 2,121 shares; 2026Q3: 2,121 shares 2,121 $338K 0.09% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 715 shares; 2025Q4: 715 shares; 2026Q1: 715 shares; 2026Q2: 715 shares; 2026Q3: 990 shares 990 $334K 0.09% +275 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; 2024Q4: 784 shares; 2025Q1: 775 shares; 2025Q2: 797 shares; 2025Q3: 800 shares; 2025Q4: 927 shares; 2026Q1: 764 shares; 2026Q2: 766 shares; 2026Q3: 768 shares 768 $330K 0.09% +2 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,987 shares; 2025Q1: 10,987 shares; 2025Q2: 11,703 shares; 2025Q3: 12,492 shares; 2025Q4: 12,492 shares; 2026Q1: 12,492 shares; 2026Q2: 9,212 shares; 2026Q3: 9,212 shares 9,212 $328K 0.09% 0 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,200 shares; 2025Q2: 5,200 shares; 2025Q3: 6,950 shares; 2025Q4: 6,950 shares; 2026Q1: 6,950 shares; 2026Q2: 6,950 shares; 2026Q3: 6,950 shares 6,950 $325K 0.09% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,898 shares; 2025Q1: 5,272 shares; 2025Q2: 5,434 shares; 2025Q3: 5,304 shares; 2025Q4: 5,313 shares; 2026Q1: 5,325 shares; 2026Q2: 5,337 shares; 2026Q3: 5,346 shares 5,346 $325K 0.09% +9 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; 2024Q4: 1,251 shares; 2025Q1: 1,184 shares; 2025Q2: 1,089 shares; 2025Q3: 1,097 shares; 2025Q4: 983 shares; 2026Q1: 866 shares; 2026Q2: 860 shares; 2026Q3: 871 shares 871 $320K 0.08% +11 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,422 shares; 2025Q1: 3,646 shares; 2025Q2: 3,693 shares; 2025Q3: 3,698 shares; 2025Q4: 4,000 shares; 2026Q1: 4,106 shares; 2026Q2: 4,200 shares; 2026Q3: 4,205 shares 4,205 $318K 0.08% +5 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,491 shares; 2025Q1: 3,491 shares; 2025Q2: 3,491 shares; 2025Q3: 3,491 shares; 2025Q4: 3,491 shares; 2026Q1: 3,491 shares; 2026Q2: 3,491 shares; 2026Q3: 3,491 shares 3,491 $307K 0.08% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,231 shares; 2025Q1: 4,297 shares; 2025Q2: 4,362 shares; 2025Q3: 4,403 shares; 2025Q4: 4,431 shares; 2026Q1: 4,444 shares; 2026Q2: 3,131 shares; 2026Q3: 2,880 shares 2,880 $304K 0.08% -251 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,228 shares; 2025Q1: 3,857 shares; 2025Q2: 3,837 shares; 2025Q3: 3,857 shares; 2025Q4: 3,842 shares; 2026Q1: 3,852 shares; 2026Q2: 3,847 shares; 2026Q3: 3,850 shares 3,850 $300K 0.08% +3 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,009 shares; 2026Q1: 4,989 shares; 2026Q2: 4,970 shares; 2026Q3: 4,941 shares 4,941 $300K 0.08% -29 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,721 shares; 2025Q1: 5,690 shares; 2025Q2: 5,628 shares; 2025Q3: 5,647 shares; 2025Q4: 5,668 shares; 2026Q1: 5,723 shares; 2026Q2: 5,741 shares; 2026Q3: 5,756 shares 5,756 $291K 0.08% +15 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,361 shares; 2026Q1: 30,000 shares; 2026Q2: 35,000 shares; 2026Q3: 45,000 shares 45,000 $287K 0.08% +10,000 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares; 2026Q3: 24,860 shares 24,860 $281K 0.07% +14,860 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; 2024Q4: 5,130 shares; 2025Q1: 8,092 shares; 2025Q2: 9,025 shares; 2025Q3: 4,499 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,357 shares 7,357 $279K 0.07% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,631 shares; 2025Q1: 13,527 shares; 2025Q2: 12,156 shares; 2025Q3: 11,432 shares; 2025Q4: 11,592 shares; 2026Q1: 13,194 shares; 2026Q2: 13,329 shares; 2026Q3: 13,755 shares 13,755 $275K 0.07% +426 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,719 shares; 2025Q2: 2,719 shares; 2025Q3: 2,779 shares; 2025Q4: 2,780 shares; 2026Q1: 2,780 shares; 2026Q2: 2,778 shares; 2026Q3: 2,808 shares 2,808 $272K 0.07% +30 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,753 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,823 shares; 2025Q4: 5,826 shares; 2026Q1: 5,828 shares; 2026Q2: 5,828 shares; 2026Q3: 5,839 shares 5,839 $272K 0.07% +11 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $269K 0.07% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,593 shares; 2025Q3: 3,604 shares; 2025Q4: 3,617 shares; 2026Q1: 3,628 shares; 2026Q2: 3,637 shares; 2026Q3: 3,749 shares 3,749 $268K 0.07% +112 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; 2024Q4: 531 shares; 2025Q1: 530 shares; 2025Q2: 547 shares; 2025Q3: 555 shares; 2025Q4: 549 shares; 2026Q1: 584 shares; 2026Q2: 547 shares; 2026Q3: 550 shares 550 $266K 0.07% +3 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,689 shares; 2025Q1: 1,692 shares; 2025Q2: 1,695 shares; 2025Q3: 1,700 shares; 2025Q4: 1,703 shares; 2026Q1: 1,707 shares; 2026Q2: 1,709 shares; 2026Q3: 1,712 shares 1,712 $263K 0.07% +3 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,841 shares; 2026Q1: 5,757 shares; 2026Q2: 5,781 shares; 2026Q3: 6,231 shares 6,231 $255K 0.07% +450 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares; 2026Q2: 1,201 shares; 2026Q3: 1,203 shares 1,203 $254K 0.07% +2 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,278 shares; 2025Q1: 5,278 shares; 2025Q2: 4,261 shares; 2025Q3: 4,261 shares; 2025Q4: 4,311 shares; 2026Q1: 4,311 shares; 2026Q2: 3,201 shares; 2026Q3: 3,351 shares 3,351 $254K 0.07% +150 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,108 shares; 2025Q1: 5,858 shares; 2025Q2: 5,817 shares; 2025Q3: 5,790 shares; 2025Q4: 4,247 shares; 2026Q1: 4,260 shares; 2026Q2: 3,534 shares; 2026Q3: 3,510 shares 3,510 $252K 0.07% -24 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; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 344 shares; 2026Q1: 344 shares; 2026Q2: 349 shares; 2026Q3: 354 shares 354 $248K 0.07% +5 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,771 shares 6,771 $246K 0.06% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,929 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,712 shares; 2026Q2: not reported; 2026Q3: 1,961 shares 1,961 $245K 0.06% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,214 shares 11,214 $245K 0.06% new Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares; 2026Q3: 5,000 shares 5,000 $243K 0.06% 0 Timeline RWL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,856 shares; 2025Q4: 1,862 shares; 2026Q1: 1,869 shares; 2026Q2: 1,875 shares; 2026Q3: 1,881 shares 1,881 $242K 0.06% +6 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 204 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 214 shares; 2025Q4: 213 shares; 2026Q1: 203 shares; 2026Q2: 193 shares; 2026Q3: 193 shares 193 $240K 0.06% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,507 shares; 2025Q1: 2,511 shares; 2025Q2: 2,515 shares; 2025Q3: 2,518 shares; 2025Q4: 2,520 shares; 2026Q1: 2,524 shares; 2026Q2: 2,527 shares; 2026Q3: 2,531 shares 2,531 $240K 0.06% +4 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,386 shares; 2025Q2: 2,371 shares; 2025Q3: 2,207 shares; 2025Q4: 2,226 shares; 2026Q1: 2,600 shares; 2026Q2: 2,613 shares; 2026Q3: 2,758 shares 2,758 $238K 0.06% +145 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 443 shares; 2025Q4: 439 shares; 2026Q1: not reported; 2026Q2: 2,633 shares; 2026Q3: 2,633 shares 2,633 $237K 0.06% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $231K 0.06% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 745 shares; 2026Q2: 745 shares; 2026Q3: 746 shares 746 $231K 0.06% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,495 shares; 2026Q1: 1,465 shares; 2026Q2: 1,455 shares; 2026Q3: 1,485 shares 1,485 $230K 0.06% +30 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 988 shares; 2025Q1: 915 shares; 2025Q2: 847 shares; 2025Q3: 659 shares; 2025Q4: 567 shares; 2026Q1: 558 shares; 2026Q2: 531 shares; 2026Q3: 563 shares 563 $229K 0.06% +32 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,620 shares; 2025Q4: 4,620 shares; 2026Q1: 4,620 shares; 2026Q2: 4,320 shares; 2026Q3: 2,320 shares 2,320 $229K 0.06% -2,000 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,239 shares; 2026Q2: 1,242 shares; 2026Q3: 1,246 shares 1,246 $222K 0.06% +4 Timeline HELO 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,190 shares 3,190 $221K 0.06% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,359 shares; 2025Q4: 1,364 shares; 2026Q1: 1,370 shares; 2026Q2: not reported; 2026Q3: 1,361 shares 1,361 $219K 0.06% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,115 shares; 2026Q3: 1,121 shares 1,121 $218K 0.06% +6 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,734 shares; 2026Q3: 4,798 shares 4,798 $217K 0.06% +64 Timeline EFAS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,910 shares; 2026Q3: 9,910 shares 9,910 $216K 0.06% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 318 shares; 2026Q3: 319 shares 319 $214K 0.06% +1 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,105 shares; 2025Q1: 2,110 shares; 2025Q2: 2,043 shares; 2025Q3: 2,038 shares; 2025Q4: 2,048 shares; 2026Q1: 2,048 shares; 2026Q2: 2,053 shares; 2026Q3: 2,049 shares 2,049 $214K 0.06% -4 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,964 shares; 2025Q3: 4,057 shares; 2025Q4: 4,057 shares; 2026Q1: 4,110 shares; 2026Q2: 3,985 shares; 2026Q3: 3,993 shares 3,993 $213K 0.06% +8 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,293 shares 2,293 $211K 0.06% new 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; 2024Q4: 1,557 shares; 2025Q1: 1,542 shares; 2025Q2: 1,542 shares; 2025Q3: 1,556 shares; 2025Q4: 1,240 shares; 2026Q1: 1,226 shares; 2026Q2: 1,203 shares; 2026Q3: 1,115 shares 1,115 $206K 0.05% -88 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,357 shares; 2025Q1: 45,581 shares; 2025Q2: 41,787 shares; 2025Q3: 43,787 shares; 2025Q4: 74,837 shares; 2026Q1: 80,177 shares; 2026Q2: 11,307 shares; 2026Q3: 11,307 shares 11,307 $155K 0.04% 0 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,506 shares; 2025Q4: 11,506 shares; 2026Q1: not reported; 2026Q2: 12,800 shares; 2026Q3: 12,800 shares 12,800 $132K 0.03% 0 Timeline