IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 240,052 shares; 2025Q1: 222,465 shares; 2025Q2: 222,300 shares; 2025Q3: 213,322 shares; 2025Q4: 238,284 shares; 2026Q1: 238,125 shares 238,125 $43.3M 7.91% -159 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,807 shares; 2025Q1: 56,466 shares; 2025Q2: 59,117 shares; 2025Q3: 60,855 shares; 2025Q4: 66,339 shares; 2026Q1: 62,660 shares 62,660 $37.4M 6.84% -3,679 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,670 shares; 2025Q1: 50,215 shares; 2025Q2: 48,204 shares; 2025Q3: 46,672 shares; 2025Q4: 53,703 shares; 2026Q1: 51,232 shares 51,232 $33.5M 6.12% -2,471 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 81,452 shares; 2025Q2: 81,745 shares; 2025Q3: 82,597 shares; 2025Q4: 91,693 shares; 2026Q1: 97,388 shares 97,388 $23.1M 4.23% +5,695 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 154,187 shares; 2025Q2: 155,401 shares; 2025Q3: 160,696 shares; 2025Q4: 182,893 shares; 2026Q1: 198,206 shares 198,206 $22.8M 4.16% +15,313 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111,115 shares; 2025Q1: 106,645 shares; 2025Q2: 172,015 shares; 2025Q3: 165,245 shares; 2025Q4: 175,380 shares; 2026Q1: 373,089 shares 373,089 $21.2M 3.87% +197,709 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 278,256 shares; 2025Q1: 154,057 shares; 2025Q2: 136,082 shares; 2025Q3: 128,495 shares; 2025Q4: 143,667 shares; 2026Q1: 147,016 shares 147,016 $14.3M 2.61% +3,349 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,933 shares; 2025Q1: 8,536 shares; 2025Q2: 16,153 shares; 2025Q3: 16,322 shares; 2025Q4: 16,891 shares; 2026Q1: 25,120 shares 25,120 $13.1M 2.39% +8,229 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,444 shares; 2025Q1: 34,726 shares; 2025Q2: 41,306 shares; 2025Q3: 56,891 shares; 2025Q4: 61,424 shares; 2026Q1: 48,795 shares 48,795 $12.4M 2.27% -12,629 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 102,024 shares; 2025Q2: 114,091 shares; 2025Q3: 110,766 shares; 2025Q4: 124,850 shares; 2026Q1: 124,498 shares 124,498 $11.3M 2.06% -352 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,950 shares; 2025Q1: 37,072 shares; 2025Q2: 203,783 shares; 2025Q3: 200,702 shares; 2025Q4: 213,047 shares; 2026Q1: 198,262 shares 198,262 $11.3M 2.06% -14,785 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,917 shares; 2025Q1: 37,306 shares; 2025Q2: 36,828 shares; 2025Q3: 35,378 shares; 2025Q4: 40,029 shares; 2026Q1: 39,913 shares 39,913 $10.9M 1.99% -116 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,616 shares; 2025Q1: 71,214 shares; 2025Q2: 73,197 shares; 2025Q3: 68,043 shares; 2025Q4: 70,750 shares; 2026Q1: 72,813 shares 72,813 $10.8M 1.97% +2,063 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,063 shares; 2025Q1: 45,340 shares; 2025Q2: 54,382 shares; 2025Q3: 50,788 shares; 2025Q4: 51,762 shares; 2026Q1: 52,728 shares 52,728 $10.1M 1.85% +966 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,163 shares; 2025Q1: 6,093 shares; 2025Q2: 8,649 shares; 2025Q3: 8,889 shares; 2025Q4: 9,530 shares; 2026Q1: 15,082 shares 15,082 $9.81M 1.79% +5,552 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 58,757 shares; 2025Q1: 58,481 shares; 2025Q2: 59,193 shares; 2025Q3: 54,763 shares; 2025Q4: 56,782 shares; 2026Q1: 58,431 shares 58,431 $8.48M 1.55% +1,649 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 123,184 shares; 2025Q2: 128,740 shares; 2025Q3: 143,768 shares; 2025Q4: 149,784 shares; 2026Q1: 164,321 shares 164,321 $7.7M 1.41% +14,537 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,208 shares; 2025Q1: 65,785 shares; 2025Q2: 97,625 shares; 2025Q3: 97,905 shares; 2025Q4: 113,141 shares; 2026Q1: 112,087 shares 112,087 $7.57M 1.38% -1,054 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,726 shares; 2025Q1: 16,831 shares; 2025Q2: 17,568 shares; 2025Q3: 23,589 shares; 2025Q4: 24,468 shares; 2026Q1: 19,813 shares 19,813 $7.36M 1.34% -4,655 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 124,253 shares; 2025Q1: 64,124 shares; 2025Q2: 55,165 shares; 2025Q3: 51,835 shares; 2025Q4: 53,816 shares; 2026Q1: 57,543 shares 57,543 $7.16M 1.31% +3,727 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,479 shares; 2025Q1: 103,077 shares; 2025Q2: 106,158 shares; 2025Q3: 116,147 shares; 2025Q4: 121,457 shares; 2026Q1: 137,888 shares 137,888 $6.98M 1.28% +16,431 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 502,070 shares; 2025Q1: 142,214 shares; 2025Q2: 212,495 shares; 2025Q3: 201,331 shares; 2025Q4: 223,504 shares; 2026Q1: 254,086 shares 254,086 $6.85M 1.25% +30,582 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,890 shares; 2025Q1: 48,090 shares; 2025Q2: 48,636 shares; 2025Q3: 44,618 shares; 2025Q4: 47,143 shares; 2026Q1: 48,044 shares 48,044 $6.81M 1.24% +901 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,200 shares; 2025Q1: 25,215 shares; 2025Q2: 31,793 shares; 2025Q3: 48,584 shares; 2025Q4: 50,148 shares; 2026Q1: 38,528 shares 38,528 $6.77M 1.24% -11,620 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,068 shares; 2025Q1: 22,044 shares; 2025Q2: 20,717 shares; 2025Q3: 31,435 shares; 2025Q4: 33,373 shares; 2026Q1: 22,660 shares 22,660 $6.53M 1.19% -10,713 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,081 shares; 2025Q1: 48,166 shares; 2025Q2: 48,559 shares; 2025Q3: 45,112 shares; 2025Q4: 47,207 shares; 2026Q1: 47,595 shares 47,595 $5.34M 0.98% +388 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,068 shares; 2025Q1: 61,252 shares; 2025Q2: 65,574 shares; 2025Q3: 60,625 shares; 2025Q4: 62,715 shares; 2026Q1: 63,987 shares 63,987 $5.03M 0.92% +1,272 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,748 shares; 2025Q1: 9,116 shares; 2025Q2: 12,101 shares; 2025Q3: 12,695 shares; 2025Q4: 13,983 shares; 2026Q1: 15,490 shares 15,490 $4.97M 0.91% +1,507 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,177 shares; 2025Q1: 15,548 shares; 2025Q2: 17,942 shares; 2025Q3: 28,047 shares; 2025Q4: 32,964 shares; 2026Q1: 22,848 shares 22,848 $4.8M 0.88% -10,116 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,506 shares; 2025Q3: 52,656 shares; 2025Q4: 54,144 shares; 2026Q1: 55,376 shares 55,376 $4.8M 0.88% +1,232 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 130,330 shares; 2025Q2: 138,274 shares; 2025Q3: 153,160 shares; 2025Q4: 159,618 shares; 2026Q1: 177,937 shares 177,937 $4.68M 0.86% +18,319 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 124,942 shares; 2025Q1: 26,575 shares; 2025Q2: 42,461 shares; 2025Q3: 36,552 shares; 2025Q4: 41,611 shares; 2026Q1: 47,281 shares 47,281 $4.6M 0.84% +5,670 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,194 shares; 2025Q1: 16,402 shares; 2025Q2: 14,984 shares; 2025Q3: 19,004 shares; 2025Q4: 18,029 shares; 2026Q1: 14,752 shares 14,752 $4.34M 0.79% -3,277 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,164 shares; 2025Q1: 35,572 shares; 2025Q2: 36,003 shares; 2025Q3: 32,781 shares; 2025Q4: 34,997 shares; 2026Q1: 35,516 shares 35,516 $4.06M 0.74% +519 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,608 shares; 2025Q1: 53,098 shares; 2025Q2: 52,467 shares; 2025Q3: 47,398 shares; 2025Q4: 48,539 shares; 2026Q1: 50,163 shares 50,163 $3.87M 0.71% +1,624 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,235 shares; 2025Q1: 6,972 shares; 2025Q2: 7,893 shares; 2025Q3: 9,467 shares; 2025Q4: 11,944 shares; 2026Q1: 10,331 shares 10,331 $3.84M 0.7% -1,613 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 42,159 shares; 2025Q2: 45,021 shares; 2025Q3: 47,408 shares; 2025Q4: 51,619 shares; 2026Q1: 52,887 shares 52,887 $3.53M 0.65% +1,268 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,577 shares; 2025Q1: 5,735 shares; 2025Q2: 12,275 shares; 2025Q3: 12,142 shares; 2025Q4: 13,380 shares; 2026Q1: 13,307 shares 13,307 $3.49M 0.64% -73 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,057 shares; 2025Q1: 13,275 shares; 2025Q2: 11,644 shares; 2025Q3: 11,220 shares; 2025Q4: 22,070 shares; 2026Q1: 23,715 shares 23,715 $3.22M 0.59% +1,645 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,198 shares; 2025Q1: 16,191 shares; 2025Q2: 16,222 shares; 2025Q3: 20,921 shares; 2025Q4: 20,671 shares; 2026Q1: 15,333 shares 15,333 $3.18M 0.58% -5,338 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 297,019 shares; 2025Q1: 55,038 shares; 2025Q2: 42,328 shares; 2025Q3: 64,468 shares; 2025Q4: 70,176 shares; 2026Q1: 72,664 shares 72,664 $2.92M 0.53% +2,488 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,702 shares; 2025Q1: 6,089 shares; 2025Q2: 7,374 shares; 2025Q3: 11,069 shares; 2025Q4: 11,313 shares; 2026Q1: 9,675 shares 9,675 $2.82M 0.52% -1,638 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,898 shares; 2025Q1: 30,532 shares; 2025Q2: 29,913 shares; 2025Q3: 26,345 shares; 2025Q4: 31,299 shares; 2026Q1: 31,301 shares 31,301 $2.78M 0.51% +2 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 286,769 shares; 2025Q1: 54,061 shares; 2025Q2: 41,756 shares; 2025Q3: 42,118 shares; 2025Q4: 48,263 shares; 2026Q1: 63,252 shares 63,252 $2.69M 0.49% +14,989 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 139,433 shares; 2025Q1: 136,778 shares; 2025Q2: 137,837 shares; 2025Q3: 124,855 shares; 2025Q4: 126,295 shares; 2026Q1: 57,192 shares 57,192 $2.69M 0.49% -69,103 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,063 shares; 2025Q1: 29,667 shares; 2025Q2: 38,220 shares; 2025Q3: 38,052 shares; 2025Q4: 46,873 shares; 2026Q1: 47,916 shares 47,916 $2.59M 0.47% +1,043 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 76,407 shares; 2025Q2: 14,582 shares; 2025Q3: 23,621 shares; 2025Q4: 26,793 shares; 2026Q1: 37,506 shares 37,506 $2.57M 0.47% +10,713 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,017 shares; 2025Q1: 24,549 shares; 2025Q2: 31,791 shares; 2025Q3: 31,121 shares; 2025Q4: 37,242 shares; 2026Q1: 37,196 shares 37,196 $2.38M 0.44% -46 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,505 shares; 2025Q1: 3,399 shares; 2025Q2: 5,686 shares; 2025Q3: 4,900 shares; 2025Q4: 5,117 shares; 2026Q1: 5,343 shares 5,343 $2.33M 0.43% +226 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,376 shares; 2025Q1: 17,989 shares; 2025Q2: 12,932 shares; 2025Q3: 13,136 shares; 2025Q4: 16,274 shares; 2026Q1: 16,087 shares 16,087 $2.18M 0.4% -187 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.39% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 39,105 shares; 2025Q2: 41,448 shares; 2025Q3: 45,109 shares; 2025Q4: 46,961 shares; 2026Q1: 52,118 shares 52,118 $1.92M 0.35% +5,157 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,031 shares; 2025Q1: 73,052 shares; 2025Q2: 66,604 shares; 2025Q3: 58,607 shares; 2025Q4: 60,660 shares; 2026Q1: 63,305 shares 63,305 $1.87M 0.34% +2,645 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,214 shares; 2025Q1: 3,202 shares; 2025Q2: 3,212 shares; 2025Q3: 3,710 shares; 2025Q4: 4,155 shares; 2026Q1: 3,888 shares 3,888 $1.86M 0.34% -267 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,853 shares; 2025Q1: 16,304 shares; 2025Q2: 17,191 shares; 2025Q3: 12,808 shares; 2025Q4: 12,770 shares; 2026Q1: 12,389 shares 12,389 $1.81M 0.33% -381 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,222 shares; 2025Q1: 2,371 shares; 2025Q2: 2,689 shares; 2025Q3: 4,337 shares; 2025Q4: 4,525 shares; 2026Q1: 3,065 shares 3,065 $1.76M 0.32% -1,460 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,623 shares; 2025Q1: 7,214 shares; 2025Q2: 9,706 shares; 2025Q3: 9,205 shares; 2025Q4: 9,831 shares; 2026Q1: 8,849 shares 8,849 $1.74M 0.32% -982 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,038 shares; 2025Q1: 6,036 shares; 2025Q2: 5,976 shares; 2025Q3: 5,441 shares; 2025Q4: 8,634 shares; 2026Q1: 8,753 shares 8,753 $1.66M 0.3% +119 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,827 shares; 2025Q1: 2,800 shares; 2025Q2: 4,004 shares; 2025Q3: 7,053 shares; 2025Q4: 7,354 shares; 2026Q1: 5,185 shares 5,185 $1.64M 0.3% -2,169 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,329 shares; 2025Q1: 1,233 shares; 2025Q2: 1,565 shares; 2025Q3: 1,683 shares; 2025Q4: 1,841 shares; 2026Q1: 1,633 shares 1,633 $1.63M 0.3% -208 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,222 shares; 2025Q1: 4,222 shares; 2025Q2: 9,213 shares; 2025Q3: 7,468 shares; 2025Q4: 7,468 shares; 2026Q1: 9,951 shares 9,951 $1.51M 0.28% +2,483 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,404 shares; 2025Q1: 33,576 shares; 2025Q2: 37,582 shares; 2025Q3: 30,173 shares; 2025Q4: 29,699 shares; 2026Q1: 30,292 shares 30,292 $1.5M 0.27% +593 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,141 shares; 2025Q1: 3,203 shares; 2025Q2: 4,207 shares; 2025Q3: 4,677 shares; 2025Q4: 5,317 shares; 2026Q1: 4,593 shares 4,593 $1.44M 0.26% -724 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,741 shares; 2025Q1: 20,301 shares; 2025Q2: 26,391 shares; 2025Q3: 26,713 shares; 2025Q4: 27,760 shares; 2026Q1: 23,376 shares 23,376 $1.41M 0.26% -4,384 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,157 shares; 2025Q1: 911 shares; 2025Q2: 1,156 shares; 2025Q3: 1,335 shares; 2025Q4: 1,466 shares; 2026Q1: 1,288 shares 1,288 $1.41M 0.26% -178 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,671 shares; 2025Q1: 13,391 shares; 2025Q2: 13,153 shares; 2025Q3: 13,052 shares; 2025Q4: 14,174 shares; 2026Q1: 14,854 shares 14,854 $1.38M 0.25% +680 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,229 shares; 2025Q1: 2,682 shares; 2025Q2: 3,047 shares; 2025Q3: 3,671 shares; 2025Q4: 3,310 shares; 2026Q1: 4,138 shares 4,138 $1.36M 0.25% +828 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,797 shares; 2025Q1: 4,797 shares; 2025Q2: 7,587 shares; 2025Q3: 7,575 shares; 2025Q4: 19,792 shares; 2026Q1: 21,663 shares 21,663 $1.32M 0.24% +1,871 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,325 shares; 2025Q1: 4,150 shares; 2025Q2: 5,072 shares; 2025Q3: 3,932 shares; 2025Q4: 4,238 shares; 2026Q1: 4,520 shares 4,520 $1.3M 0.24% +282 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,799 shares; 2025Q1: 71,695 shares; 2025Q2: 71,695 shares; 2025Q3: 71,695 shares; 2025Q4: 71,695 shares; 2026Q1: 94,749 shares 94,749 $1.3M 0.24% +23,054 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,572 shares; 2025Q1: 8,609 shares; 2025Q2: 8,707 shares; 2025Q3: 10,832 shares; 2025Q4: 12,388 shares; 2026Q1: 10,364 shares 10,364 $1.29M 0.24% -2,024 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,454 shares; 2025Q1: 24,139 shares; 2025Q2: 27,289 shares; 2025Q3: 23,083 shares; 2025Q4: 25,382 shares; 2026Q1: 12,765 shares 12,765 $1.28M 0.23% -12,617 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,405 shares; 2025Q1: 9,399 shares; 2025Q2: 9,376 shares; 2025Q3: 17,161 shares; 2025Q4: 16,394 shares; 2026Q1: 7,647 shares 7,647 $1.26M 0.23% -8,747 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,773 shares; 2025Q1: 1,221 shares; 2025Q2: 1,902 shares; 2025Q3: 1,892 shares; 2025Q4: 2,032 shares; 2026Q1: 2,146 shares 2,146 $1.24M 0.23% +114 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,484 shares; 2025Q4: 34,441 shares; 2026Q1: 35,550 shares 35,550 $1.2M 0.22% +1,109 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,025 shares; 2025Q1: 1,682 shares; 2025Q2: 2,128 shares; 2025Q3: 2,167 shares; 2025Q4: 2,523 shares; 2026Q1: 2,378 shares 2,378 $1.18M 0.22% -145 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,320 shares; 2025Q1: 21,320 shares; 2025Q2: 21,276 shares; 2025Q3: 21,220 shares; 2025Q4: 42,248 shares; 2026Q1: 40,720 shares 40,720 $1.18M 0.22% -1,528 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,502 shares; 2025Q1: 2,730 shares; 2025Q2: 3,223 shares; 2025Q3: 3,351 shares; 2025Q4: 3,958 shares; 2026Q1: 3,700 shares 3,700 $1.18M 0.22% -258 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,229 shares; 2025Q1: not reported; 2025Q2: 13,245 shares; 2025Q3: 14,800 shares; 2025Q4: 14,745 shares; 2026Q1: 15,856 shares 15,856 $1.11M 0.2% +1,111 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,423 shares; 2025Q1: 13,809 shares; 2025Q2: 11,669 shares; 2025Q3: 11,683 shares; 2025Q4: 11,689 shares; 2026Q1: 15,416 shares 15,416 $1.08M 0.2% +3,727 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 764 shares; 2025Q1: 771 shares; 2025Q2: 754 shares; 2025Q3: 1,467 shares; 2025Q4: 1,546 shares; 2026Q1: 1,145 shares 1,145 $1.05M 0.19% -401 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,513 shares; 2025Q1: 3,475 shares; 2025Q2: 3,362 shares; 2025Q3: 3,449 shares; 2025Q4: 3,406 shares; 2026Q1: 6,467 shares 6,467 $1.05M 0.19% +3,061 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,294 shares; 2025Q1: 3,459 shares; 2025Q2: 8,294 shares; 2025Q3: 8,294 shares; 2025Q4: 8,179 shares; 2026Q1: 9,373 shares 9,373 $1.04M 0.19% +1,194 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,320 shares; 2025Q1: 76,320 shares; 2025Q2: 76,320 shares; 2025Q3: 91,890 shares; 2025Q4: 93,443 shares; 2026Q1: 93,443 shares 93,443 $1.03M 0.19% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,976 shares; 2025Q1: 4,271 shares; 2025Q2: 4,816 shares; 2025Q3: 7,397 shares; 2025Q4: 7,981 shares; 2026Q1: 6,065 shares 6,065 $1.03M 0.19% -1,916 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,084 shares; 2025Q1: 3,937 shares; 2025Q2: 3,929 shares; 2025Q3: 4,951 shares; 2025Q4: 4,678 shares; 2026Q1: 6,938 shares 6,938 $1.02M 0.19% +2,260 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,643 shares; 2025Q1: 6,240 shares; 2025Q2: 8,343 shares; 2025Q3: 9,562 shares; 2025Q4: 10,688 shares; 2026Q1: 9,269 shares 9,269 $1.02M 0.19% -1,419 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,200 shares; 2025Q1: 2,260 shares; 2025Q2: 4,370 shares; 2025Q3: 4,345 shares; 2025Q4: 4,345 shares; 2026Q1: 4,657 shares 4,657 $1.01M 0.18% +312 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 622 shares; 2025Q1: 1,029 shares; 2025Q2: 1,097 shares; 2025Q3: 1,309 shares; 2025Q4: 1,295 shares; 2026Q1: 1,184 shares 1,184 $1M 0.18% -111 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,431 shares; 2025Q1: 9,779 shares; 2025Q2: 11,760 shares; 2025Q3: 11,893 shares; 2025Q4: 12,534 shares; 2026Q1: 13,119 shares 13,119 $990K 0.18% +585 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,874 shares; 2025Q1: 3,198 shares; 2025Q2: 4,601 shares; 2025Q3: 5,731 shares; 2025Q4: 5,745 shares; 2026Q1: 4,811 shares 4,811 $989K 0.18% -934 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,423 shares; 2025Q1: 1,425 shares; 2025Q2: 1,515 shares; 2025Q3: 1,910 shares; 2025Q4: 2,786 shares; 2026Q1: 1,975 shares 1,975 $987K 0.18% -811 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,158 shares; 2025Q1: 2,396 shares; 2025Q2: 3,253 shares; 2025Q3: 2,824 shares; 2025Q4: 3,516 shares; 2026Q1: 2,965 shares 2,965 $966K 0.18% -551 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,657 shares; 2025Q1: 2,707 shares; 2025Q2: 4,654 shares; 2025Q3: 5,197 shares; 2025Q4: 5,504 shares; 2026Q1: 5,190 shares 5,190 $945K 0.17% -314 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,944 shares; 2025Q1: 4,349 shares; 2025Q2: 4,571 shares; 2025Q3: 5,932 shares; 2025Q4: 5,017 shares; 2026Q1: 4,459 shares 4,459 $922K 0.17% -558 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,546 shares; 2025Q1: 12,823 shares; 2025Q2: 14,195 shares; 2025Q3: 13,410 shares; 2025Q4: 14,223 shares; 2026Q1: 14,019 shares 14,019 $907K 0.17% -204 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 449,290 shares; 2025Q1: 444,988 shares; 2025Q2: 17,663 shares; 2025Q3: 24,840 shares; 2025Q4: 37,418 shares; 2026Q1: 37,451 shares 37,451 $894K 0.16% +33 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,606 shares; 2025Q1: 39,096 shares; 2025Q2: 24,944 shares; 2025Q3: 25,347 shares; 2025Q4: 29,568 shares; 2026Q1: 31,815 shares 31,815 $893K 0.16% +2,247 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,627 shares; 2025Q1: 5,776 shares; 2025Q2: 11,184 shares; 2025Q3: 9,694 shares; 2025Q4: 12,147 shares; 2026Q1: 12,444 shares 12,444 $870K 0.16% +297 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,395 shares; 2025Q1: 2,495 shares; 2025Q2: 2,548 shares; 2025Q3: 2,790 shares; 2025Q4: 2,854 shares; 2026Q1: 2,699 shares 2,699 $839K 0.15% -155 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,087 shares; 2025Q1: 1,482 shares; 2025Q2: 2,103 shares; 2025Q3: 2,290 shares; 2025Q4: 2,613 shares; 2026Q1: 2,402 shares 2,402 $824K 0.15% -211 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,217 shares; 2025Q1: 7,064 shares; 2025Q2: 7,716 shares; 2025Q3: 7,622 shares; 2025Q4: 8,924 shares; 2026Q1: 8,670 shares 8,670 $821K 0.15% -254 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,581 shares; 2025Q1: 3,576 shares; 2025Q2: 3,743 shares; 2025Q3: 6,522 shares; 2025Q4: 7,470 shares; 2026Q1: 4,920 shares 4,920 $786K 0.14% -2,550 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,268 shares; 2025Q1: 3,265 shares; 2025Q2: 3,291 shares; 2025Q3: 3,812 shares; 2025Q4: 4,322 shares; 2026Q1: 4,068 shares 4,068 $784K 0.14% -254 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,670 shares; 2025Q1: 1,567 shares; 2025Q2: 2,076 shares; 2025Q3: 2,116 shares; 2025Q4: 2,363 shares; 2026Q1: 2,547 shares 2,547 $770K 0.14% +184 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,737 shares; 2025Q1: 2,272 shares; 2025Q2: 2,735 shares; 2025Q3: 4,101 shares; 2025Q4: 4,150 shares; 2026Q1: 3,101 shares 3,101 $756K 0.14% -1,049 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,503 shares; 2025Q1: 10,503 shares; 2025Q2: 10,503 shares; 2025Q3: 10,598 shares; 2025Q4: 10,598 shares; 2026Q1: 10,675 shares 10,675 $705K 0.13% +77 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,158 shares; 2025Q1: 1,713 shares; 2025Q2: 2,041 shares; 2025Q3: 2,202 shares; 2025Q4: 2,515 shares; 2026Q1: 2,139 shares 2,139 $703K 0.13% -376 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 1,486 shares 1,486 $688K 0.13% +743 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 609 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 651 shares; 2025Q4: 767 shares; 2026Q1: 706 shares 706 $679K 0.12% -61 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 482 shares; 2025Q1: 363 shares; 2025Q2: 573 shares; 2025Q3: 813 shares; 2025Q4: 7,690 shares; 2026Q1: 6,836 shares 6,836 $657K 0.12% -854 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 586 shares; 2025Q3: 841 shares; 2025Q4: 1,048 shares; 2026Q1: 899 shares 899 $640K 0.12% -149 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,569 shares; 2025Q1: 2,613 shares; 2025Q2: 2,769 shares; 2025Q3: 2,817 shares; 2025Q4: 3,586 shares; 2026Q1: 3,233 shares 3,233 $630K 0.12% -353 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,269 shares; 2025Q1: 3,272 shares; 2025Q2: 3,191 shares; 2025Q3: 3,583 shares; 2025Q4: 3,726 shares; 2026Q1: 3,852 shares 3,852 $606K 0.11% +126 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,991 shares 6,991 $590K 0.11% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,429 shares; 2025Q1: 3,907 shares; 2025Q2: 3,842 shares; 2025Q3: 3,921 shares; 2025Q4: 4,425 shares; 2026Q1: 4,489 shares 4,489 $588K 0.11% +64 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,500 shares; 2025Q3: 12,820 shares; 2025Q4: 12,713 shares; 2026Q1: 12,713 shares 12,713 $579K 0.11% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,239 shares; 2025Q1: not reported; 2025Q2: 991 shares; 2025Q3: 1,507 shares; 2025Q4: 2,078 shares; 2026Q1: 1,691 shares 1,691 $574K 0.1% -387 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,130 shares; 2025Q1: 2,445 shares; 2025Q2: 3,065 shares; 2025Q3: 3,078 shares; 2025Q4: 3,444 shares; 2026Q1: 3,534 shares 3,534 $574K 0.1% +90 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,682 shares; 2025Q1: 2,402 shares; 2025Q2: 4,682 shares; 2025Q3: 4,678 shares; 2025Q4: 4,678 shares; 2026Q1: 4,678 shares 4,678 $558K 0.1% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,154 shares; 2025Q1: 1,903 shares; 2025Q2: 1,147 shares; 2025Q3: 2,093 shares; 2025Q4: 2,100 shares; 2026Q1: 2,049 shares 2,049 $556K 0.1% -51 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,470 shares; 2025Q1: 2,459 shares; 2025Q2: 2,294 shares; 2025Q3: 2,196 shares; 2025Q4: 2,768 shares; 2026Q1: 2,331 shares 2,331 $551K 0.1% -437 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,483 shares; 2025Q1: 5,430 shares; 2025Q2: 6,273 shares; 2025Q3: 8,217 shares; 2025Q4: 8,074 shares; 2026Q1: 6,907 shares 6,907 $538K 0.1% -1,167 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,140 shares; 2025Q1: 16,969 shares; 2025Q2: 16,969 shares; 2025Q3: 25,109 shares; 2025Q4: 24,058 shares; 2026Q1: 24,058 shares 24,058 $537K 0.1% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,074 shares; 2025Q1: 4,083 shares; 2025Q2: 3,997 shares; 2025Q3: 4,227 shares; 2025Q4: 4,510 shares; 2026Q1: 4,454 shares 4,454 $532K 0.1% -56 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,207 shares; 2025Q1: 7,180 shares; 2025Q2: 9,020 shares; 2025Q3: 6,981 shares; 2025Q4: 8,150 shares; 2026Q1: 8,060 shares 8,060 $526K 0.1% -90 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,670 shares; 2025Q1: 1,772 shares; 2025Q2: 1,279 shares; 2025Q3: 1,544 shares; 2025Q4: 1,653 shares; 2026Q1: 1,440 shares 1,440 $506K 0.09% -213 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,897 shares; 2025Q1: 11,138 shares; 2025Q2: 10,265 shares; 2025Q3: 10,387 shares; 2025Q4: 10,621 shares; 2026Q1: 10,570 shares 10,570 $497K 0.09% -51 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,451 shares; 2025Q1: 3,847 shares; 2025Q2: 3,287 shares; 2025Q3: 3,804 shares; 2025Q4: 3,679 shares; 2026Q1: 3,408 shares 3,408 $492K 0.09% -271 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,416 shares; 2025Q1: 7,629 shares; 2025Q2: 9,119 shares; 2025Q3: 8,930 shares; 2025Q4: 10,135 shares; 2026Q1: 9,863 shares 9,863 $492K 0.09% -272 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,396 shares; 2025Q1: 1,950 shares; 2025Q2: 2,425 shares; 2025Q3: 2,295 shares; 2025Q4: 2,471 shares; 2026Q1: 2,410 shares 2,410 $490K 0.09% -61 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,068 shares; 2025Q1: 1,072 shares; 2025Q2: 969 shares; 2025Q3: 1,105 shares; 2025Q4: 1,453 shares; 2026Q1: 1,128 shares 1,128 $480K 0.09% -325 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,541 shares; 2025Q1: 3,716 shares; 2025Q2: 4,316 shares; 2025Q3: 4,263 shares; 2025Q4: 4,156 shares; 2026Q1: 4,379 shares 4,379 $465K 0.08% +223 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,634 shares; 2025Q1: 7,634 shares; 2025Q2: 2,219 shares; 2025Q3: 2,225 shares; 2025Q4: 2,412 shares; 2026Q1: 3,117 shares 3,117 $431K 0.08% +705 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,504 shares; 2025Q1: not reported; 2025Q2: 2,679 shares; 2025Q3: 3,595 shares; 2025Q4: 4,234 shares; 2026Q1: 3,494 shares 3,494 $420K 0.08% -740 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,008 shares; 2025Q1: 5,127 shares; 2025Q2: 5,826 shares; 2025Q3: 8,893 shares; 2025Q4: 10,226 shares; 2026Q1: 8,421 shares 8,421 $411K 0.08% -1,805 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,903 shares; 2025Q1: 1,752 shares; 2025Q2: 1,584 shares; 2025Q3: 1,330 shares; 2025Q4: 1,527 shares; 2026Q1: 1,578 shares 1,578 $411K 0.08% +51 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,016 shares; 2025Q1: 1,012 shares; 2025Q2: 1,294 shares; 2025Q3: 2,033 shares; 2025Q4: 1,879 shares; 2026Q1: 1,331 shares 1,331 $403K 0.07% -548 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,476 shares; 2025Q1: 7,425 shares; 2025Q2: 7,388 shares; 2025Q3: 7,208 shares; 2025Q4: 7,191 shares; 2026Q1: 7,155 shares 7,155 $398K 0.07% -36 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,143 shares; 2025Q1: 5,004 shares; 2025Q2: 6,343 shares; 2025Q3: 8,156 shares; 2025Q4: 9,434 shares; 2026Q1: 7,645 shares 7,645 $383K 0.07% -1,789 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,803 shares; 2025Q1: 6,144 shares; 2025Q2: 7,657 shares; 2025Q3: 7,505 shares; 2025Q4: 7,251 shares; 2026Q1: 7,189 shares 7,189 $375K 0.07% -62 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,769 shares; 2025Q1: 1,779 shares; 2025Q2: 1,060 shares; 2025Q3: 1,426 shares; 2025Q4: 1,593 shares; 2026Q1: 1,533 shares 1,533 $372K 0.07% -60 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 904 shares; 2025Q1: 903 shares; 2025Q2: 905 shares; 2025Q3: 1,051 shares; 2025Q4: 1,227 shares; 2026Q1: 1,160 shares 1,160 $372K 0.07% -67 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,139 shares; 2025Q1: 6,367 shares; 2025Q2: 8,958 shares; 2025Q3: 8,860 shares; 2025Q4: 8,348 shares; 2026Q1: 7,723 shares 7,723 $369K 0.07% -625 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,613 shares; 2025Q1: 1,053 shares; 2025Q2: 1,282 shares; 2025Q3: 2,356 shares; 2025Q4: 2,439 shares; 2026Q1: 1,690 shares 1,690 $367K 0.07% -749 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,782 shares; 2025Q1: 1,773 shares; 2025Q2: 1,868 shares; 2025Q3: 1,752 shares; 2025Q4: 1,772 shares; 2026Q1: 1,607 shares 1,607 $363K 0.07% -165 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,427 shares; 2025Q2: 1,993 shares; 2025Q3: 3,195 shares; 2025Q4: 3,284 shares; 2026Q1: 2,331 shares 2,331 $362K 0.07% -953 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,904 shares; 2025Q1: not reported; 2025Q2: 5,904 shares; 2025Q3: 5,904 shares; 2025Q4: 5,904 shares; 2026Q1: 5,904 shares 5,904 $357K 0.07% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,785 shares; 2025Q1: 3,833 shares; 2025Q2: 4,357 shares; 2025Q3: 2,657 shares; 2025Q4: 3,730 shares; 2026Q1: 3,859 shares 3,859 $355K 0.06% +129 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,512 shares; 2026Q1: 3,512 shares 3,512 $355K 0.06% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,983 shares; 2025Q1: 5,741 shares; 2025Q2: 5,664 shares; 2025Q3: 5,679 shares; 2025Q4: 5,580 shares; 2026Q1: 5,585 shares 5,585 $352K 0.06% +5 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,046 shares; 2025Q4: 2,229 shares; 2026Q1: 2,678 shares 2,678 $339K 0.06% +449 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,810 shares; 2025Q3: 8,810 shares; 2025Q4: 8,810 shares; 2026Q1: 8,684 shares 8,684 $338K 0.06% -126 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,507 shares; 2025Q1: 1,511 shares; 2025Q2: 1,498 shares; 2025Q3: 1,560 shares; 2025Q4: 2,161 shares; 2026Q1: 1,954 shares 1,954 $330K 0.06% -207 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 861 shares; 2025Q3: 1,355 shares; 2025Q4: 1,337 shares; 2026Q1: 1,154 shares 1,154 $327K 0.06% -183 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,688 shares; 2025Q1: 2,673 shares; 2025Q2: 3,825 shares; 2025Q3: 3,816 shares; 2025Q4: 3,902 shares; 2026Q1: 3,455 shares 3,455 $325K 0.06% -447 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 618 shares; 2025Q1: 616 shares; 2025Q2: 656 shares; 2025Q3: 896 shares; 2025Q4: 907 shares; 2026Q1: 823 shares 823 $322K 0.06% -84 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,486 shares; 2025Q1: 3,486 shares; 2025Q2: 3,341 shares; 2025Q3: 4,631 shares; 2025Q4: 4,820 shares; 2026Q1: 4,035 shares 4,035 $321K 0.06% -785 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,352 shares; 2025Q4: 1,407 shares; 2026Q1: 907 shares 907 $318K 0.06% -500 Timeline PTH 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,390 shares; 2026Q1: 6,351 shares 6,351 $316K 0.06% -39 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,346 shares; 2026Q1: 2,756 shares 2,756 $313K 0.06% +410 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,624 shares; 2026Q1: 5,624 shares 5,624 $311K 0.06% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,457 shares; 2025Q1: 4,421 shares; 2025Q2: 4,296 shares; 2025Q3: 4,294 shares; 2025Q4: 4,211 shares; 2026Q1: 4,211 shares 4,211 $308K 0.06% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 436 shares; 2026Q1: 350 shares 350 $307K 0.06% -86 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,449 shares; 2025Q4: not reported; 2026Q1: 7,879 shares 7,879 $306K 0.06% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,124 shares 3,124 $284K 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,124 shares; 2025Q4: not reported; 2026Q1: 815 shares 815 $280K 0.05% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,883 shares; 2025Q1: 3,326 shares; 2025Q2: 1,942 shares; 2025Q3: 2,825 shares; 2025Q4: 2,403 shares; 2026Q1: 2,623 shares 2,623 $269K 0.05% +220 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,396 shares; 2025Q4: 4,602 shares; 2026Q1: 3,486 shares 3,486 $265K 0.05% -1,116 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,950 shares; 2025Q1: 2,146 shares; 2025Q2: 2,957 shares; 2025Q3: 2,945 shares; 2025Q4: 2,633 shares; 2026Q1: 2,485 shares 2,485 $265K 0.05% -148 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 511 shares; 2025Q4: not reported; 2026Q1: 432 shares 432 $261K 0.05% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,069 shares; 2025Q1: 1,725 shares; 2025Q2: 1,571 shares; 2025Q3: 1,477 shares; 2025Q4: 2,305 shares; 2026Q1: 1,287 shares 1,287 $255K 0.05% -1,018 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,395 shares; 2025Q2: 1,426 shares; 2025Q3: 1,881 shares; 2025Q4: 1,862 shares; 2026Q1: 1,521 shares 1,521 $252K 0.05% -341 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188 shares 188 $249K 0.05% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,806 shares; 2025Q1: 4,141 shares; 2025Q2: 5,702 shares; 2025Q3: 5,682 shares; 2025Q4: 5,204 shares; 2026Q1: 4,937 shares 4,937 $249K 0.05% -267 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 563 shares 563 $240K 0.04% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,653 shares; 2025Q1: 1,711 shares; 2025Q2: 1,863 shares; 2025Q3: 3,602 shares; 2025Q4: 3,617 shares; 2026Q1: 1,779 shares 1,779 $230K 0.04% -1,838 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,065 shares; 2025Q1: 2,878 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares; 2025Q4: 2,578 shares; 2026Q1: 2,592 shares 2,592 $229K 0.04% +14 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,491 shares; 2025Q4: not reported; 2026Q1: 2,371 shares 2,371 $220K 0.04% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,544 shares; 2025Q4: not reported; 2026Q1: 2,794 shares 2,794 $217K 0.04% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,569 shares 3,569 $216K 0.04% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 629 shares; 2025Q4: 643 shares; 2026Q1: 430 shares 430 $211K 0.04% -213 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,222 shares; 2025Q4: 1,489 shares; 2026Q1: 1,042 shares 1,042 $208K 0.04% -447 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 788 shares; 2025Q4: not reported; 2026Q1: 777 shares 777 $207K 0.04% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,361 shares; 2025Q1: 3,373 shares; 2025Q2: 2,112 shares; 2025Q3: 2,758 shares; 2025Q4: not reported; 2026Q1: 2,186 shares 2,186 $204K 0.04% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,783 shares; 2025Q1: 3,426 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,413 shares 1,413 $201K 0.04% new Timeline TALK TALKSPACE INC More: the full row for TALKSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,411 shares; 2025Q4: 20,411 shares; 2026Q1: 20,411 shares 20,411 $106K 0.02% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,528 shares; 2025Q1: 17,356 shares; 2025Q2: not reported; 2025Q3: 13,948 shares; 2025Q4: 14,479 shares; 2026Q1: 21,341 shares 21,341 $45.2K 0.01% +6,862 Timeline 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,707 shares; 2025Q1: 12,707 shares; 2025Q2: 13,771 shares; 2025Q3: 13,771 shares; 2025Q4: 13,771 shares; 2026Q1: 13,771 shares 13,771 $42.3K 0.01% 0 Timeline