IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 240,052 shares; 2025Q1: 222,465 shares; 2025Q2: 222,300 shares; 2025Q3: 213,322 shares 213,322 $41.8M 8.07% -8,978 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,807 shares; 2025Q1: 56,466 shares; 2025Q2: 59,117 shares; 2025Q3: 60,855 shares 60,855 $37.3M 7.2% +1,738 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,670 shares; 2025Q1: 50,215 shares; 2025Q2: 48,204 shares; 2025Q3: 46,672 shares 46,672 $31.2M 6.03% -1,532 Timeline QQQM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 81,452 shares; 2025Q2: 81,745 shares; 2025Q3: 82,597 shares 82,597 $20.4M 3.94% +852 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 154,187 shares; 2025Q2: 155,401 shares; 2025Q3: 160,696 shares 160,696 $17.8M 3.43% +5,295 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,444 shares; 2025Q1: 34,726 shares; 2025Q2: 41,306 shares; 2025Q3: 56,891 shares 56,891 $14.5M 2.8% +15,585 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 278,256 shares; 2025Q1: 154,057 shares; 2025Q2: 136,082 shares; 2025Q3: 128,495 shares 128,495 $12.4M 2.4% -7,587 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,726 shares; 2025Q1: 16,831 shares; 2025Q2: 17,568 shares; 2025Q3: 23,589 shares 23,589 $12.2M 2.36% +6,021 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,933 shares; 2025Q1: 8,536 shares; 2025Q2: 16,153 shares; 2025Q3: 16,322 shares 16,322 $12.2M 2.35% +169 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,950 shares; 2025Q1: 37,072 shares; 2025Q2: 203,783 shares; 2025Q3: 200,702 shares 200,702 $11.4M 2.21% -3,081 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 102,024 shares; 2025Q2: 114,091 shares; 2025Q3: 110,766 shares 110,766 $9.67M 1.87% -3,325 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,063 shares; 2025Q1: 45,340 shares; 2025Q2: 54,382 shares; 2025Q3: 50,788 shares 50,788 $9.63M 1.86% -3,594 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,616 shares; 2025Q1: 71,214 shares; 2025Q2: 73,197 shares; 2025Q3: 68,043 shares 68,043 $9.59M 1.85% -5,154 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,917 shares; 2025Q1: 37,306 shares; 2025Q2: 36,828 shares; 2025Q3: 35,378 shares 35,378 $9.18M 1.77% -1,450 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,200 shares; 2025Q1: 25,215 shares; 2025Q2: 31,793 shares; 2025Q3: 48,584 shares 48,584 $9.06M 1.75% +16,791 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111,115 shares; 2025Q1: 106,645 shares; 2025Q2: 172,015 shares; 2025Q3: 165,245 shares 165,245 $8.82M 1.7% -6,770 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,068 shares; 2025Q1: 22,044 shares; 2025Q2: 20,717 shares; 2025Q3: 31,435 shares 31,435 $7.66M 1.48% +10,718 Timeline XMMO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 58,757 shares; 2025Q1: 58,481 shares; 2025Q2: 59,193 shares; 2025Q3: 54,763 shares 54,763 $7.41M 1.43% -4,430 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 123,184 shares; 2025Q2: 128,740 shares; 2025Q3: 143,768 shares 143,768 $6.83M 1.32% +15,028 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,890 shares; 2025Q1: 48,090 shares; 2025Q2: 48,636 shares; 2025Q3: 44,618 shares 44,618 $6.5M 1.25% -4,018 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,208 shares; 2025Q1: 65,785 shares; 2025Q2: 97,625 shares; 2025Q3: 97,905 shares 97,905 $6.39M 1.23% +280 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 124,253 shares; 2025Q1: 64,124 shares; 2025Q2: 55,165 shares; 2025Q3: 51,835 shares 51,835 $6.16M 1.19% -3,330 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,177 shares; 2025Q1: 15,548 shares; 2025Q2: 17,942 shares; 2025Q3: 28,047 shares 28,047 $6.16M 1.19% +10,105 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,194 shares; 2025Q1: 16,402 shares; 2025Q2: 14,984 shares; 2025Q3: 19,004 shares 19,004 $5.99M 1.16% +4,020 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,163 shares; 2025Q1: 6,093 shares; 2025Q2: 8,649 shares; 2025Q3: 8,889 shares 8,889 $5.92M 1.14% +240 Timeline JPST 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,479 shares; 2025Q1: 103,077 shares; 2025Q2: 106,158 shares; 2025Q3: 116,147 shares 116,147 $5.89M 1.14% +9,989 Timeline FVD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 139,433 shares; 2025Q1: 136,778 shares; 2025Q2: 137,837 shares; 2025Q3: 124,855 shares 124,855 $5.77M 1.11% -12,982 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,081 shares; 2025Q1: 48,166 shares; 2025Q2: 48,559 shares; 2025Q3: 45,112 shares 45,112 $5.34M 1.03% -3,447 Timeline PXH 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 502,070 shares; 2025Q1: 142,214 shares; 2025Q2: 212,495 shares; 2025Q3: 201,331 shares 201,331 $5.12M 0.99% -11,164 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,198 shares; 2025Q1: 16,191 shares; 2025Q2: 16,222 shares; 2025Q3: 20,921 shares 20,921 $4.49M 0.87% +4,699 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,506 shares; 2025Q3: 52,656 shares 52,656 $4.35M 0.84% -850 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,235 shares; 2025Q1: 6,972 shares; 2025Q2: 7,893 shares; 2025Q3: 9,467 shares 9,467 $4.21M 0.81% +1,574 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,748 shares; 2025Q1: 9,116 shares; 2025Q2: 12,101 shares; 2025Q3: 12,695 shares 12,695 $4.17M 0.8% +594 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 130,330 shares; 2025Q2: 138,274 shares; 2025Q3: 153,160 shares 153,160 $4.13M 0.8% +14,886 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,068 shares; 2025Q1: 61,252 shares; 2025Q2: 65,574 shares; 2025Q3: 60,625 shares 60,625 $4.09M 0.79% -4,949 Timeline IVOO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,164 shares; 2025Q1: 35,572 shares; 2025Q2: 36,003 shares; 2025Q3: 32,781 shares 32,781 $3.62M 0.7% -3,222 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,608 shares; 2025Q1: 53,098 shares; 2025Q2: 52,467 shares; 2025Q3: 47,398 shares 47,398 $3.48M 0.67% -5,069 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 124,942 shares; 2025Q1: 26,575 shares; 2025Q2: 42,461 shares; 2025Q3: 36,552 shares 36,552 $3.41M 0.66% -5,909 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,222 shares; 2025Q1: 2,371 shares; 2025Q2: 2,689 shares; 2025Q3: 4,337 shares 4,337 $3.19M 0.62% +1,648 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,057 shares; 2025Q1: 13,275 shares; 2025Q2: 11,644 shares; 2025Q3: 11,220 shares 11,220 $3.16M 0.61% -424 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,577 shares; 2025Q1: 5,735 shares; 2025Q2: 12,275 shares; 2025Q3: 12,142 shares 12,142 $3.09M 0.6% -133 Timeline JMEE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 42,159 shares; 2025Q2: 45,021 shares; 2025Q3: 47,408 shares 47,408 $3.01M 0.58% +2,387 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 297,019 shares; 2025Q1: 55,038 shares; 2025Q2: 42,328 shares; 2025Q3: 64,468 shares 64,468 $2.83M 0.55% +22,140 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,405 shares; 2025Q1: 9,399 shares; 2025Q2: 9,376 shares; 2025Q3: 17,161 shares 17,161 $2.73M 0.53% +7,785 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,702 shares; 2025Q1: 6,089 shares; 2025Q2: 7,374 shares; 2025Q3: 11,069 shares 11,069 $2.69M 0.52% +3,695 Timeline GUESS? INC GUESS? INC More: the full row for GUESS? INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 155,829 shares; 2025Q1: 156,697 shares; 2025Q2: 156,238 shares; 2025Q3: 156,471 shares 156,471 $2.61M 0.5% +233 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,898 shares; 2025Q1: 30,532 shares; 2025Q2: 29,913 shares; 2025Q3: 26,345 shares 26,345 $2.41M 0.47% -3,568 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,505 shares; 2025Q1: 3,399 shares; 2025Q2: 5,686 shares; 2025Q3: 4,900 shares 4,900 $2.35M 0.45% -786 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,853 shares; 2025Q1: 16,304 shares; 2025Q2: 17,191 shares; 2025Q3: 12,808 shares 12,808 $2.34M 0.45% -4,383 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,827 shares; 2025Q1: 2,800 shares; 2025Q2: 4,004 shares; 2025Q3: 7,053 shares 7,053 $2.33M 0.45% +3,049 Timeline GBIL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,454 shares; 2025Q1: 24,139 shares; 2025Q2: 27,289 shares; 2025Q3: 23,083 shares 23,083 $2.31M 0.45% -4,206 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares 3 $2.26M 0.44% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,063 shares; 2025Q1: 29,667 shares; 2025Q2: 38,220 shares; 2025Q3: 38,052 shares 38,052 $2.06M 0.4% -168 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,214 shares; 2025Q1: 3,202 shares; 2025Q2: 3,212 shares; 2025Q3: 3,710 shares 3,710 $1.87M 0.36% +498 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,017 shares; 2025Q1: 24,549 shares; 2025Q2: 31,791 shares; 2025Q3: 31,121 shares 31,121 $1.86M 0.36% -670 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 286,769 shares; 2025Q1: 54,061 shares; 2025Q2: 41,756 shares; 2025Q3: 42,118 shares 42,118 $1.77M 0.34% +362 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,031 shares; 2025Q1: 73,052 shares; 2025Q2: 66,604 shares; 2025Q3: 58,607 shares 58,607 $1.74M 0.34% -7,997 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,623 shares; 2025Q1: 7,214 shares; 2025Q2: 9,706 shares; 2025Q3: 9,205 shares 9,205 $1.72M 0.33% -501 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 39,105 shares; 2025Q2: 41,448 shares; 2025Q3: 45,109 shares 45,109 $1.7M 0.33% +3,661 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,741 shares; 2025Q1: 20,301 shares; 2025Q2: 26,391 shares; 2025Q3: 26,713 shares 26,713 $1.61M 0.31% +322 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,376 shares; 2025Q1: 17,989 shares; 2025Q2: 12,932 shares; 2025Q3: 13,136 shares 13,136 $1.61M 0.31% +204 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,329 shares; 2025Q1: 1,233 shares; 2025Q2: 1,565 shares; 2025Q3: 1,683 shares 1,683 $1.56M 0.3% +118 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 76,407 shares; 2025Q2: 14,582 shares; 2025Q3: 23,621 shares 23,621 $1.54M 0.3% +9,039 Timeline MPAA MOTORCAR PTS AMER INC More: the full row for MOTORCAR PTS AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,320 shares; 2025Q1: 76,320 shares; 2025Q2: 76,320 shares; 2025Q3: 91,890 shares 91,890 $1.52M 0.29% +15,570 Timeline SPHD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,404 shares; 2025Q1: 33,576 shares; 2025Q2: 37,582 shares; 2025Q3: 30,173 shares 30,173 $1.49M 0.29% -7,409 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,229 shares; 2025Q1: 2,682 shares; 2025Q2: 3,047 shares; 2025Q3: 3,671 shares 3,671 $1.49M 0.29% +624 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,141 shares; 2025Q1: 3,203 shares; 2025Q2: 4,207 shares; 2025Q3: 4,677 shares 4,677 $1.46M 0.28% +470 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,084 shares; 2025Q1: 3,937 shares; 2025Q2: 3,929 shares; 2025Q3: 4,951 shares 4,951 $1.39M 0.27% +1,022 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,157 shares; 2025Q1: 911 shares; 2025Q2: 1,156 shares; 2025Q3: 1,335 shares 1,335 $1.27M 0.25% +179 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,671 shares; 2025Q1: 13,391 shares; 2025Q2: 13,153 shares; 2025Q3: 13,052 shares 13,052 $1.24M 0.24% -101 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,325 shares; 2025Q1: 4,150 shares; 2025Q2: 5,072 shares; 2025Q3: 3,932 shares 3,932 $1.15M 0.22% -1,140 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,773 shares; 2025Q1: 1,221 shares; 2025Q2: 1,902 shares; 2025Q3: 1,892 shares 1,892 $1.14M 0.22% -10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 764 shares; 2025Q1: 771 shares; 2025Q2: 754 shares; 2025Q3: 1,467 shares 1,467 $1.12M 0.22% +713 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,572 shares; 2025Q1: 8,609 shares; 2025Q2: 8,707 shares; 2025Q3: 10,832 shares 10,832 $1.12M 0.22% +2,125 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,484 shares 32,484 $1.1M 0.21% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,423 shares; 2025Q1: 1,425 shares; 2025Q2: 1,515 shares; 2025Q3: 1,910 shares 1,910 $1.09M 0.21% +395 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,643 shares; 2025Q1: 6,240 shares; 2025Q2: 8,343 shares; 2025Q3: 9,562 shares 9,562 $1.07M 0.21% +1,219 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,799 shares; 2025Q1: 71,695 shares; 2025Q2: 71,695 shares; 2025Q3: 71,695 shares 71,695 $1.07M 0.21% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,222 shares; 2025Q1: 4,222 shares; 2025Q2: 9,213 shares; 2025Q3: 7,468 shares 7,468 $1.06M 0.2% -1,745 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 622 shares; 2025Q1: 1,029 shares; 2025Q2: 1,097 shares; 2025Q3: 1,309 shares 1,309 $1.04M 0.2% +212 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,025 shares; 2025Q1: 1,682 shares; 2025Q2: 2,128 shares; 2025Q3: 2,167 shares 2,167 $1.03M 0.2% +39 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,423 shares; 2025Q1: 13,809 shares; 2025Q2: 11,669 shares; 2025Q3: 11,683 shares 11,683 $1.01M 0.19% +14 Timeline XLC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,294 shares; 2025Q1: 3,459 shares; 2025Q2: 8,294 shares; 2025Q3: 8,294 shares 8,294 $982K 0.19% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,229 shares; 2025Q1: not reported; 2025Q2: 13,245 shares; 2025Q3: 14,800 shares 14,800 $976K 0.19% +1,555 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 482 shares; 2025Q1: 363 shares; 2025Q2: 573 shares; 2025Q3: 813 shares 813 $975K 0.19% +240 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,038 shares; 2025Q1: 6,036 shares; 2025Q2: 5,976 shares; 2025Q3: 5,441 shares 5,441 $962K 0.19% -535 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,581 shares; 2025Q1: 3,576 shares; 2025Q2: 3,743 shares; 2025Q3: 6,522 shares 6,522 $943K 0.18% +2,779 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,200 shares; 2025Q1: 2,260 shares; 2025Q2: 4,370 shares; 2025Q3: 4,345 shares 4,345 $938K 0.18% -25 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,874 shares; 2025Q1: 3,198 shares; 2025Q2: 4,601 shares; 2025Q3: 5,731 shares 5,731 $927K 0.18% +1,130 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,944 shares; 2025Q1: 4,349 shares; 2025Q2: 4,571 shares; 2025Q3: 5,932 shares 5,932 $921K 0.18% +1,361 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,431 shares; 2025Q1: 9,779 shares; 2025Q2: 11,760 shares; 2025Q3: 11,893 shares 11,893 $884K 0.17% +133 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,546 shares; 2025Q1: 12,823 shares; 2025Q2: 14,195 shares; 2025Q3: 13,410 shares 13,410 $856K 0.17% -785 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,395 shares; 2025Q1: 2,495 shares; 2025Q2: 2,548 shares; 2025Q3: 2,790 shares 2,790 $848K 0.16% +242 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,976 shares; 2025Q1: 4,271 shares; 2025Q2: 4,816 shares; 2025Q3: 7,397 shares 7,397 $834K 0.16% +2,581 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,502 shares; 2025Q1: 2,730 shares; 2025Q2: 3,223 shares; 2025Q3: 3,351 shares 3,351 $823K 0.16% +128 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,158 shares; 2025Q1: 1,713 shares; 2025Q2: 2,041 shares; 2025Q3: 2,202 shares 2,202 $814K 0.16% +161 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,158 shares; 2025Q1: 2,396 shares; 2025Q2: 3,253 shares; 2025Q3: 2,824 shares 2,824 $797K 0.15% -429 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,087 shares; 2025Q1: 1,482 shares; 2025Q2: 2,103 shares; 2025Q3: 2,290 shares 2,290 $781K 0.15% +187 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,737 shares; 2025Q1: 2,272 shares; 2025Q2: 2,735 shares; 2025Q3: 4,101 shares 4,101 $760K 0.15% +1,366 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 609 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 651 shares 651 $759K 0.15% +45 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,217 shares; 2025Q1: 7,064 shares; 2025Q2: 7,716 shares; 2025Q3: 7,622 shares 7,622 $740K 0.14% -94 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,130 shares; 2025Q1: 2,445 shares; 2025Q2: 3,065 shares; 2025Q3: 3,078 shares 3,078 $733K 0.14% +13 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,503 shares; 2025Q1: 10,503 shares; 2025Q2: 10,503 shares; 2025Q3: 10,598 shares 10,598 $732K 0.14% +95 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,154 shares; 2025Q1: 1,903 shares; 2025Q2: 1,147 shares; 2025Q3: 2,093 shares 2,093 $723K 0.14% +946 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,657 shares; 2025Q1: 2,707 shares; 2025Q2: 4,654 shares; 2025Q3: 5,197 shares 5,197 $707K 0.14% +543 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,016 shares; 2025Q1: 1,012 shares; 2025Q2: 1,294 shares; 2025Q3: 2,033 shares 2,033 $694K 0.13% +739 Timeline XLE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,797 shares; 2025Q1: 4,797 shares; 2025Q2: 7,587 shares; 2025Q3: 7,575 shares 7,575 $677K 0.13% -12 Timeline EELV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,606 shares; 2025Q1: 39,096 shares; 2025Q2: 24,944 shares; 2025Q3: 25,347 shares 25,347 $675K 0.13% +403 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,396 shares; 2025Q1: 1,950 shares; 2025Q2: 2,425 shares; 2025Q3: 2,295 shares 2,295 $674K 0.13% -130 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,207 shares; 2025Q1: 7,180 shares; 2025Q2: 9,020 shares; 2025Q3: 6,981 shares 6,981 $655K 0.13% -2,039 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,268 shares; 2025Q1: 3,265 shares; 2025Q2: 3,291 shares; 2025Q3: 3,812 shares 3,812 $638K 0.12% +521 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,670 shares; 2025Q1: 1,567 shares; 2025Q2: 2,076 shares; 2025Q3: 2,116 shares 2,116 $630K 0.12% +40 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,074 shares; 2025Q1: 4,083 shares; 2025Q2: 3,997 shares; 2025Q3: 4,227 shares 4,227 $623K 0.12% +230 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,269 shares; 2025Q1: 3,272 shares; 2025Q2: 3,191 shares; 2025Q3: 3,583 shares 3,583 $604K 0.12% +392 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,653 shares; 2025Q1: 1,711 shares; 2025Q2: 1,863 shares; 2025Q3: 3,602 shares 3,602 $599K 0.12% +1,739 Timeline PWZ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 449,290 shares; 2025Q1: 444,988 shares; 2025Q2: 17,663 shares; 2025Q3: 24,840 shares 24,840 $594K 0.11% +7,177 Timeline PXF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,627 shares; 2025Q1: 5,776 shares; 2025Q2: 11,184 shares; 2025Q3: 9,694 shares 9,694 $593K 0.11% -1,490 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,451 shares; 2025Q1: 3,847 shares; 2025Q2: 3,287 shares; 2025Q3: 3,804 shares 3,804 $584K 0.11% +517 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,140 shares; 2025Q1: 16,969 shares; 2025Q2: 16,969 shares; 2025Q3: 25,109 shares 25,109 $570K 0.11% +8,140 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,500 shares; 2025Q3: 12,820 shares 12,820 $564K 0.11% -1,680 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,483 shares; 2025Q1: 5,430 shares; 2025Q2: 6,273 shares; 2025Q3: 8,217 shares 8,217 $562K 0.11% +1,944 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,470 shares; 2025Q1: 2,459 shares; 2025Q2: 2,294 shares; 2025Q3: 2,196 shares 2,196 $552K 0.11% -98 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,613 shares; 2025Q1: 1,053 shares; 2025Q2: 1,282 shares; 2025Q3: 2,356 shares 2,356 $546K 0.11% +1,074 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,046 shares 3,046 $544K 0.11% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,068 shares; 2025Q1: 1,072 shares; 2025Q2: 969 shares; 2025Q3: 1,105 shares 1,105 $538K 0.1% +136 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,569 shares; 2025Q1: 2,613 shares; 2025Q2: 2,769 shares; 2025Q3: 2,817 shares 2,817 $518K 0.1% +48 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,429 shares; 2025Q1: 3,907 shares; 2025Q2: 3,842 shares; 2025Q3: 3,921 shares 3,921 $514K 0.1% +79 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,682 shares; 2025Q1: 2,402 shares; 2025Q2: 4,682 shares; 2025Q3: 4,678 shares 4,678 $510K 0.1% -4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,513 shares; 2025Q1: 3,475 shares; 2025Q2: 3,362 shares; 2025Q3: 3,449 shares 3,449 $508K 0.1% +87 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,320 shares; 2025Q1: 21,320 shares; 2025Q2: 21,276 shares; 2025Q3: 21,220 shares 21,220 $478K 0.09% -56 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,008 shares; 2025Q1: 5,127 shares; 2025Q2: 5,826 shares; 2025Q3: 8,893 shares 8,893 $459K 0.09% +3,067 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,541 shares; 2025Q1: 3,716 shares; 2025Q2: 4,316 shares; 2025Q3: 4,263 shares 4,263 $454K 0.09% -53 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,427 shares; 2025Q2: 1,993 shares; 2025Q3: 3,195 shares 3,195 $449K 0.09% +1,202 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,416 shares; 2025Q1: 7,629 shares; 2025Q2: 9,119 shares; 2025Q3: 8,930 shares 8,930 $447K 0.09% -189 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 618 shares; 2025Q1: 616 shares; 2025Q2: 656 shares; 2025Q3: 896 shares 896 $439K 0.08% +240 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,670 shares; 2025Q1: 1,772 shares; 2025Q2: 1,279 shares; 2025Q3: 1,544 shares 1,544 $436K 0.08% +265 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,139 shares; 2025Q1: 6,367 shares; 2025Q2: 8,958 shares; 2025Q3: 8,860 shares 8,860 $427K 0.08% -98 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,239 shares; 2025Q1: not reported; 2025Q2: 991 shares; 2025Q3: 1,507 shares 1,507 $421K 0.08% +516 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 861 shares; 2025Q3: 1,355 shares 1,355 $408K 0.08% +494 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 586 shares; 2025Q3: 841 shares 841 $401K 0.08% +255 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,803 shares; 2025Q1: 6,144 shares; 2025Q2: 7,657 shares; 2025Q3: 7,505 shares 7,505 $392K 0.08% -152 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,486 shares; 2025Q1: 3,486 shares; 2025Q2: 3,341 shares; 2025Q3: 4,631 shares 4,631 $388K 0.07% +1,290 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,883 shares; 2025Q1: 3,326 shares; 2025Q2: 1,942 shares; 2025Q3: 2,825 shares 2,825 $378K 0.07% +883 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,476 shares; 2025Q1: 7,425 shares; 2025Q2: 7,388 shares; 2025Q3: 7,208 shares 7,208 $376K 0.07% -180 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,051 shares; 2025Q1: 2,453 shares; 2025Q2: 1,420 shares; 2025Q3: 2,173 shares 2,173 $371K 0.07% +753 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,782 shares; 2025Q1: 1,773 shares; 2025Q2: 1,868 shares; 2025Q3: 1,752 shares 1,752 $369K 0.07% -116 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,069 shares; 2025Q1: 1,725 shares; 2025Q2: 1,571 shares; 2025Q3: 1,477 shares 1,477 $364K 0.07% -94 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 904 shares; 2025Q1: 903 shares; 2025Q2: 905 shares; 2025Q3: 1,051 shares 1,051 $364K 0.07% +146 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,688 shares; 2025Q1: 2,673 shares; 2025Q2: 3,825 shares; 2025Q3: 3,816 shares 3,816 $363K 0.07% -9 Timeline XMLV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,983 shares; 2025Q1: 5,741 shares; 2025Q2: 5,664 shares; 2025Q3: 5,679 shares 5,679 $361K 0.07% +15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,143 shares; 2025Q1: 5,004 shares; 2025Q2: 6,343 shares; 2025Q3: 8,156 shares 8,156 $358K 0.07% +1,813 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,897 shares; 2025Q1: 11,138 shares; 2025Q2: 10,265 shares; 2025Q3: 10,387 shares 10,387 $358K 0.07% +122 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,903 shares; 2025Q1: 1,752 shares; 2025Q2: 1,584 shares; 2025Q3: 1,330 shares 1,330 $347K 0.07% -254 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares 743 $345K 0.07% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,769 shares; 2025Q1: 1,779 shares; 2025Q2: 1,060 shares; 2025Q3: 1,426 shares 1,426 $337K 0.07% +366 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,785 shares; 2025Q1: 3,833 shares; 2025Q2: 4,357 shares; 2025Q3: 2,657 shares 2,657 $337K 0.07% -1,700 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,904 shares; 2025Q1: not reported; 2025Q2: 5,904 shares; 2025Q3: 5,904 shares 5,904 $334K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,377 shares 3,377 $331K 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,891 shares; 2025Q3: 2,885 shares 2,885 $330K 0.06% +994 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,810 shares; 2025Q3: 8,810 shares 8,810 $320K 0.06% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,507 shares; 2025Q1: 1,511 shares; 2025Q2: 1,498 shares; 2025Q3: 1,560 shares 1,560 $320K 0.06% +62 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,457 shares; 2025Q1: 4,421 shares; 2025Q2: 4,296 shares; 2025Q3: 4,294 shares 4,294 $316K 0.06% -2 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,950 shares; 2025Q1: 2,146 shares; 2025Q2: 2,957 shares; 2025Q3: 2,945 shares 2,945 $314K 0.06% -12 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,634 shares; 2025Q1: 7,634 shares; 2025Q2: 2,219 shares; 2025Q3: 2,225 shares 2,225 $308K 0.06% +6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,395 shares; 2025Q2: 1,426 shares; 2025Q3: 1,881 shares 1,881 $305K 0.06% +455 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 629 shares 629 $305K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,079 shares 1,079 $304K 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,504 shares; 2025Q1: not reported; 2025Q2: 2,679 shares; 2025Q3: 3,595 shares 3,595 $302K 0.06% +916 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,396 shares 4,396 $292K 0.06% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,449 shares 4,449 $289K 0.06% new Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,806 shares; 2025Q1: 4,141 shares; 2025Q2: 5,702 shares; 2025Q3: 5,682 shares 5,682 $287K 0.06% -20 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,297 shares 1,297 $264K 0.05% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,222 shares 1,222 $264K 0.05% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares 563 $264K 0.05% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,491 shares 3,491 $264K 0.05% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,233 shares; 2025Q1: 4,135 shares; 2025Q2: not reported; 2025Q3: 4,330 shares 4,330 $263K 0.05% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,544 shares 3,544 $260K 0.05% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 511 shares 511 $255K 0.05% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,922 shares 8,922 $252K 0.05% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 669 shares 669 $250K 0.05% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,675 shares 9,675 $247K 0.05% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,049 shares; 2025Q2: not reported; 2025Q3: 2,904 shares 2,904 $246K 0.05% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 918 shares; 2025Q1: 920 shares; 2025Q2: 691 shares; 2025Q3: 855 shares 855 $245K 0.05% +164 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,065 shares; 2025Q1: 2,878 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares 2,778 $245K 0.05% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,361 shares; 2025Q1: 3,373 shares; 2025Q2: 2,112 shares; 2025Q3: 2,758 shares 2,758 $242K 0.05% +646 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares 384 $236K 0.05% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,124 shares 1,124 $230K 0.04% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,292 shares; 2025Q1: 5,183 shares; 2025Q2: not reported; 2025Q3: 3,643 shares 3,643 $228K 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,352 shares 1,352 $226K 0.04% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 788 shares 788 $216K 0.04% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares 233 $214K 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 681 shares 681 $200K 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,217 shares 14,217 $170K 0.03% new Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,614 shares 14,614 $120K 0.02% new NMAD NOMAD PWR SOLUTIONS INC More: the full row for NOMAD PWR SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,707 shares; 2025Q1: 12,707 shares; 2025Q2: 13,771 shares; 2025Q3: 13,771 shares 13,771 $69.3K 0.01% 0 Timeline TALK TALKSPACE INC More: the full row for TALKSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,411 shares 20,411 $56.3K 0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,528 shares; 2025Q1: 17,356 shares; 2025Q2: not reported; 2025Q3: 13,948 shares 13,948 $36.7K 0.01% new Timeline