IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 560,462 shares; 2025Q1: 573,740 shares; 2025Q2: 606,257 shares; 2025Q3: 618,683 shares; 2025Q4: 632,445 shares; 2026Q1: 678,594 shares; 2026Q2: 700,246 shares; 2026Q3: 694,158 shares 694,158 $532M 14.84% -6,088 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,123,981 shares; 2025Q1: 1,873,507 shares; 2025Q2: 1,919,424 shares; 2025Q3: 1,943,248 shares; 2025Q4: 1,801,278 shares; 2026Q1: 1,726,878 shares; 2026Q2: 1,802,606 shares; 2026Q3: 1,815,044 shares 1,815,044 $176M 4.91% +12,438 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,099,267 shares; 2025Q1: 891,771 shares; 2025Q2: 990,856 shares; 2025Q3: 1,040,095 shares; 2025Q4: 1,069,417 shares; 2026Q1: 1,460,891 shares; 2026Q2: 1,510,126 shares; 2026Q3: 1,527,419 shares 1,527,419 $110M 3.07% +17,293 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,054,968 shares; 2025Q1: 942,273 shares; 2025Q2: 946,525 shares; 2025Q3: 951,666 shares; 2025Q4: 968,498 shares; 2026Q1: 1,058,392 shares; 2026Q2: 1,067,982 shares; 2026Q3: 1,024,673 shares 1,024,673 $102M 2.83% -43,309 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 881,583 shares; 2025Q1: 878,520 shares; 2025Q2: 732,838 shares; 2025Q3: 657,957 shares; 2025Q4: 649,508 shares; 2026Q1: 480,273 shares; 2026Q2: 505,177 shares; 2026Q3: 440,496 shares 440,496 $101M 2.81% -64,681 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,038,598 shares; 2025Q1: 1,273,650 shares; 2025Q2: 1,360,396 shares; 2025Q3: 1,432,442 shares; 2025Q4: 1,527,919 shares; 2026Q1: 1,692,140 shares; 2026Q2: 1,757,289 shares; 2026Q3: 1,859,065 shares 1,859,065 $90.6M 2.53% +101,776 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 840,241 shares; 2025Q1: 985,796 shares; 2025Q2: 763,291 shares; 2025Q3: 1,039,233 shares; 2025Q4: 1,033,682 shares; 2026Q1: 1,050,323 shares; 2026Q2: 973,176 shares; 2026Q3: 862,435 shares 862,435 $77.4M 2.16% -110,741 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 691,132 shares; 2025Q1: 667,332 shares; 2025Q2: 701,245 shares; 2025Q3: 720,681 shares; 2025Q4: 742,675 shares; 2026Q1: 950,226 shares; 2026Q2: 980,654 shares; 2026Q3: 989,337 shares 989,337 $73M 2.04% +8,683 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 366,671 shares; 2025Q1: 529,993 shares; 2025Q2: 961,736 shares; 2025Q3: 996,183 shares; 2025Q4: 1,036,358 shares; 2026Q1: 1,184,322 shares; 2026Q2: 1,217,925 shares; 2026Q3: 1,196,536 shares 1,196,536 $69.3M 1.93% -21,389 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 179,572 shares; 2025Q1: 175,787 shares; 2025Q2: 156,880 shares; 2025Q3: 166,416 shares; 2025Q4: 170,387 shares; 2026Q1: 204,904 shares; 2026Q2: 210,920 shares; 2026Q3: 188,216 shares 188,216 $62.7M 1.75% -22,704 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 132,134 shares; 2025Q1: 128,079 shares; 2025Q2: 128,270 shares; 2025Q3: 123,923 shares; 2025Q4: 123,532 shares; 2026Q1: 124,047 shares; 2026Q2: 497,910 shares; 2026Q3: 497,031 shares 497,031 $62.3M 1.74% -879 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,128,548 shares; 2025Q1: 1,899,775 shares; 2025Q2: 1,974,812 shares; 2025Q3: 2,051,937 shares; 2025Q4: 2,174,011 shares; 2026Q1: 2,381,002 shares; 2026Q2: 2,450,348 shares; 2026Q3: 2,528,415 shares 2,528,415 $59.9M 1.67% +78,067 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,312,391 shares; 2025Q1: 1,334,959 shares; 2025Q2: 1,536,888 shares; 2025Q3: 1,536,905 shares; 2025Q4: 1,536,398 shares; 2026Q1: 1,301,679 shares; 2026Q2: 1,358,610 shares; 2026Q3: 1,336,902 shares 1,336,902 $55.8M 1.56% -21,708 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,355 shares; 2025Q3: 1,547,955 shares; 2025Q4: 1,506,400 shares; 2026Q1: 1,497,325 shares; 2026Q2: 1,483,825 shares; 2026Q3: 2,232,098 shares 2,232,098 $53.9M 1.51% +748,273 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 777,266 shares; 2025Q1: 972,031 shares; 2025Q2: 1,000,740 shares; 2025Q3: 1,015,283 shares; 2025Q4: 1,028,988 shares; 2026Q1: 1,099,709 shares; 2026Q2: 1,146,437 shares; 2026Q3: 1,107,132 shares 1,107,132 $48.8M 1.36% -39,305 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 155,864 shares; 2025Q1: 154,183 shares; 2025Q2: 141,607 shares; 2025Q3: 144,875 shares; 2025Q4: 98,488 shares; 2026Q1: 567,178 shares; 2026Q2: 575,288 shares; 2026Q3: 565,376 shares 565,376 $39.9M 1.11% -9,912 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,372 shares; 2025Q1: 44,997 shares; 2025Q2: 51,763 shares; 2025Q3: 52,014 shares; 2025Q4: 51,657 shares; 2026Q1: 54,329 shares; 2026Q2: 54,203 shares; 2026Q3: 56,166 shares 56,166 $39.4M 1.1% +1,963 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 670,014 shares; 2025Q1: 658,546 shares; 2025Q2: 685,940 shares; 2025Q3: 709,399 shares; 2025Q4: 743,187 shares; 2026Q1: 804,256 shares; 2026Q2: 448,842 shares; 2026Q3: 439,200 shares 439,200 $39.4M 1.1% -9,642 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,511 shares; 2025Q1: 38,766 shares; 2025Q2: 41,939 shares; 2025Q3: 45,417 shares; 2025Q4: 45,423 shares; 2026Q1: 67,587 shares; 2026Q2: 71,580 shares; 2026Q3: 74,090 shares 74,090 $38M 1.06% +2,510 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 576,437 shares; 2025Q2: 612,874 shares; 2025Q3: 654,249 shares; 2025Q4: 701,185 shares; 2026Q1: 771,998 shares; 2026Q2: 805,719 shares; 2026Q3: 827,192 shares 827,192 $37M 1.03% +21,473 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 735,585 shares; 2026Q3: 758,352 shares 758,352 $35.1M 0.98% +22,767 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,380,794 shares; 2025Q1: 1,393,363 shares; 2025Q2: 1,392,588 shares; 2025Q3: 1,379,041 shares; 2025Q4: 1,395,650 shares; 2026Q1: 1,261,856 shares; 2026Q2: 1,270,732 shares; 2026Q3: 1,228,158 shares 1,228,158 $33.7M 0.94% -42,574 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 201,900 shares 201,900 $32.9M 0.92% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,815 shares; 2025Q1: 34,290 shares; 2025Q2: 37,086 shares; 2025Q3: 38,291 shares; 2025Q4: 38,374 shares; 2026Q1: 41,652 shares; 2026Q2: 41,365 shares; 2026Q3: 36,909 shares 36,909 $28.1M 0.79% -4,456 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 276,320 shares; 2025Q1: 248,727 shares; 2025Q2: 292,492 shares; 2025Q3: 295,715 shares; 2025Q4: 307,520 shares; 2026Q1: 174,878 shares; 2026Q2: 178,566 shares; 2026Q3: 198,626 shares 198,626 $27M 0.75% +20,060 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 511,125 shares; 2026Q1: 624,192 shares; 2026Q2: 643,546 shares; 2026Q3: 587,100 shares 587,100 $23.4M 0.65% -56,446 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,518 shares; 2025Q1: 24,472 shares; 2025Q2: 23,850 shares; 2025Q3: 26,046 shares; 2025Q4: 26,741 shares; 2026Q1: 60,250 shares; 2026Q2: 62,064 shares; 2026Q3: 66,179 shares 66,179 $23.2M 0.65% +4,115 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 356,226 shares; 2025Q2: 409,288 shares; 2025Q3: 419,252 shares; 2025Q4: 426,969 shares; 2026Q1: 476,674 shares; 2026Q2: 504,030 shares; 2026Q3: 481,080 shares 481,080 $22.9M 0.64% -22,950 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,894 shares; 2025Q1: 29,182 shares; 2025Q2: 31,418 shares; 2025Q3: 35,027 shares; 2025Q4: 40,060 shares; 2026Q1: 55,449 shares; 2026Q2: 59,180 shares; 2026Q3: 64,015 shares 64,015 $22M 0.61% +4,835 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184,135 shares; 2025Q1: 17,339 shares; 2025Q2: 16,975 shares; 2025Q3: 18,752 shares; 2025Q4: 20,617 shares; 2026Q1: 97,009 shares; 2026Q2: 92,795 shares; 2026Q3: 142,623 shares 142,623 $21.6M 0.6% +49,828 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,435 shares; 2025Q1: 72,242 shares; 2025Q2: 76,007 shares; 2025Q3: 80,500 shares; 2025Q4: 83,709 shares; 2026Q1: 101,102 shares; 2026Q2: 101,553 shares; 2026Q3: 85,330 shares 85,330 $21.3M 0.59% -16,223 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; 2024Q4: 435,645 shares; 2025Q1: 420,252 shares; 2025Q2: 437,540 shares; 2025Q3: 447,374 shares; 2025Q4: 464,972 shares; 2026Q1: 468,957 shares; 2026Q2: 477,457 shares; 2026Q3: 437,247 shares 437,247 $21.1M 0.59% -40,210 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 278,494 shares; 2025Q1: 352,649 shares; 2025Q2: 371,222 shares; 2025Q3: 379,935 shares; 2025Q4: 389,932 shares; 2026Q1: 405,793 shares; 2026Q2: 414,219 shares; 2026Q3: 412,406 shares 412,406 $20.8M 0.58% -1,813 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 217,738 shares 217,738 $19.7M 0.55% new 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; 2024Q4: 1,056,831 shares; 2025Q1: 1,098,496 shares; 2025Q2: 1,066,333 shares; 2025Q3: 313,707 shares; 2025Q4: 364,241 shares; 2026Q1: 705,710 shares; 2026Q2: 800,354 shares; 2026Q3: 415,790 shares 415,790 $19.7M 0.55% -384,564 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 177,423 shares; 2025Q1: 177,822 shares; 2025Q2: 175,456 shares; 2025Q3: 167,508 shares; 2025Q4: 168,540 shares; 2026Q1: 170,441 shares; 2026Q2: 171,429 shares; 2026Q3: 176,761 shares 176,761 $18.9M 0.53% +5,332 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,096 shares; 2025Q1: 74,287 shares; 2025Q2: 75,061 shares; 2025Q3: 60,537 shares; 2025Q4: 61,528 shares; 2026Q1: 146,875 shares; 2026Q2: 161,113 shares; 2026Q3: 163,409 shares 163,409 $17M 0.47% +2,296 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 99,526 shares; 2025Q1: 107,308 shares; 2025Q2: 126,764 shares; 2025Q3: 131,804 shares; 2025Q4: 240,587 shares; 2026Q1: 204,962 shares; 2026Q2: 207,391 shares; 2026Q3: 198,784 shares 198,784 $16.1M 0.45% -8,607 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 397,685 shares; 2025Q1: 544,445 shares; 2025Q2: 563,358 shares; 2025Q3: 577,821 shares; 2025Q4: 592,021 shares; 2026Q1: 637,834 shares; 2026Q2: 652,259 shares; 2026Q3: 672,701 shares 672,701 $16.1M 0.45% +20,442 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,718 shares; 2025Q1: 14,988 shares; 2025Q2: 15,300 shares; 2025Q3: 16,063 shares; 2025Q4: 15,797 shares; 2026Q1: 20,849 shares; 2026Q2: 21,470 shares; 2026Q3: 21,786 shares 21,786 $15.8M 0.44% +316 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,980 shares; 2025Q1: 6,447 shares; 2025Q2: 5,742 shares; 2025Q3: 5,756 shares; 2025Q4: 5,914 shares; 2026Q1: 45,810 shares; 2026Q2: 45,906 shares; 2026Q3: 46,029 shares 46,029 $15.1M 0.42% +123 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,562 shares; 2025Q1: 42,821 shares; 2025Q2: 42,310 shares; 2025Q3: 46,798 shares; 2025Q4: 50,692 shares; 2026Q1: 72,303 shares; 2026Q2: 77,432 shares; 2026Q3: 72,741 shares 72,741 $14.9M 0.41% -4,691 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,059 shares; 2025Q1: 57,243 shares; 2025Q2: 56,972 shares; 2025Q3: 56,259 shares; 2025Q4: 56,097 shares; 2026Q1: 55,818 shares; 2026Q2: 59,721 shares; 2026Q3: 59,702 shares 59,702 $14.8M 0.41% -19 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; 2024Q4: 55,541 shares; 2025Q1: 54,638 shares; 2025Q2: 54,124 shares; 2025Q3: 48,756 shares; 2025Q4: 47,927 shares; 2026Q1: 47,154 shares; 2026Q2: 202,787 shares; 2026Q3: 185,250 shares 185,250 $14.5M 0.41% -17,537 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,919 shares; 2025Q1: 19,973 shares; 2025Q2: 19,826 shares; 2025Q3: 20,945 shares; 2025Q4: 20,691 shares; 2026Q1: 40,458 shares; 2026Q2: 41,212 shares; 2026Q3: 42,484 shares 42,484 $14.1M 0.39% +1,272 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114,920 shares; 2025Q1: 115,402 shares; 2025Q2: 117,955 shares; 2025Q3: 126,872 shares; 2025Q4: 128,319 shares; 2026Q1: 135,254 shares; 2026Q2: 139,746 shares; 2026Q3: 143,071 shares 143,071 $13.9M 0.39% +3,325 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,092 shares; 2025Q1: 23,085 shares; 2025Q2: 39,254 shares; 2025Q3: 486,716 shares; 2025Q4: 486,734 shares; 2026Q1: 484,955 shares; 2026Q2: 480,354 shares; 2026Q3: 644,939 shares 644,939 $13.8M 0.39% +164,585 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 441,292 shares; 2025Q1: 321,958 shares; 2025Q2: 318,001 shares; 2025Q3: 319,930 shares; 2025Q4: 323,781 shares; 2026Q1: 291,752 shares; 2026Q2: 304,032 shares; 2026Q3: 294,244 shares 294,244 $12.9M 0.36% -9,788 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; 2024Q4: 19,012 shares; 2025Q1: 20,573 shares; 2025Q2: 24,495 shares; 2025Q3: 33,346 shares; 2025Q4: 34,520 shares; 2026Q1: 119,055 shares; 2026Q2: 167,663 shares; 2026Q3: 253,099 shares 253,099 $12.7M 0.36% +85,436 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 688,283 shares; 2025Q1: 693,914 shares; 2025Q2: 722,073 shares; 2025Q3: 736,046 shares; 2025Q4: 756,752 shares; 2026Q1: 784,275 shares; 2026Q2: 799,715 shares; 2026Q3: 745,527 shares 745,527 $12.7M 0.35% -54,188 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 410,753 shares; 2025Q1: 401,128 shares; 2025Q2: 426,335 shares; 2025Q3: 425,277 shares; 2025Q4: 422,207 shares; 2026Q1: 423,120 shares; 2026Q2: 423,226 shares; 2026Q3: 420,327 shares 420,327 $12.6M 0.35% -2,899 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,988 shares; 2025Q1: 19,683 shares; 2025Q2: 20,559 shares; 2025Q3: 21,756 shares; 2025Q4: 26,134 shares; 2026Q1: 34,402 shares; 2026Q2: 36,707 shares; 2026Q3: 35,391 shares 35,391 $12.1M 0.34% -1,316 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 231,196 shares; 2026Q2: 229,415 shares; 2026Q3: 219,166 shares 219,166 $11.8M 0.33% -10,249 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 199,468 shares; 2025Q1: 203,375 shares; 2025Q2: 204,506 shares; 2025Q3: 205,642 shares; 2025Q4: 213,421 shares; 2026Q1: 154,860 shares; 2026Q2: 156,941 shares; 2026Q3: 146,725 shares 146,725 $11.5M 0.32% -10,216 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,132 shares; 2025Q1: 585,649 shares; 2025Q2: 425,380 shares; 2025Q3: 255,903 shares; 2025Q4: 247,572 shares; 2026Q1: 246,195 shares; 2026Q2: 218,332 shares; 2026Q3: 227,414 shares 227,414 $11.5M 0.32% +9,082 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 179,734 shares; 2025Q1: 366,450 shares; 2025Q2: 100,500 shares; 2025Q3: 88,500 shares; 2025Q4: 177,000 shares; 2026Q1: 217,000 shares; 2026Q2: 146,668 shares; 2026Q3: 146,600 shares 146,600 $11.4M 0.32% -68 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,800 shares; 2025Q1: 10,964 shares; 2025Q2: 14,618 shares; 2025Q3: 14,336 shares; 2025Q4: 14,440 shares; 2026Q1: 17,222 shares; 2026Q2: 113,493 shares; 2026Q3: 120,600 shares 120,600 $10.9M 0.3% +7,107 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 245,280 shares; 2025Q1: 251,965 shares; 2025Q2: 230,338 shares; 2025Q3: 228,224 shares; 2025Q4: 221,415 shares; 2026Q1: 221,510 shares; 2026Q2: 220,208 shares; 2026Q3: 225,967 shares 225,967 $10.5M 0.29% +5,759 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,923 shares; 2025Q1: 5,166 shares; 2025Q2: 4,806 shares; 2025Q3: 5,285 shares; 2025Q4: 5,639 shares; 2026Q1: 7,977 shares; 2026Q2: 8,670 shares; 2026Q3: 8,944 shares 8,944 $10.3M 0.29% +274 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,165 shares; 2025Q4: 2,662 shares; 2026Q1: 5,088 shares; 2026Q2: 7,886 shares; 2026Q3: 9,614 shares 9,614 $10.2M 0.29% +1,728 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169,904 shares; 2026Q2: 173,900 shares; 2026Q3: 147,481 shares 147,481 $10.2M 0.28% -26,419 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,092 shares; 2025Q1: 18,790 shares; 2025Q2: 18,589 shares; 2025Q3: 19,821 shares; 2025Q4: 20,394 shares; 2026Q1: 37,925 shares; 2026Q2: 38,004 shares; 2026Q3: 38,519 shares 38,519 $10.2M 0.28% +515 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,731 shares; 2025Q1: 15,965 shares; 2025Q2: 17,445 shares; 2025Q3: 18,880 shares; 2025Q4: 20,131 shares; 2026Q1: 21,123 shares; 2026Q2: 19,918 shares; 2026Q3: 19,642 shares 19,642 $9.78M 0.27% -276 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,298 shares; 2025Q1: 17,007 shares; 2025Q2: 15,977 shares; 2025Q3: 17,135 shares; 2025Q4: 18,393 shares; 2026Q1: 33,518 shares; 2026Q2: 35,331 shares; 2026Q3: 36,207 shares 36,207 $9.47M 0.26% +876 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 148,661 shares 148,661 $9.37M 0.26% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,632 shares; 2025Q1: 2,791 shares; 2025Q2: 5,181 shares; 2025Q3: 5,940 shares; 2025Q4: 6,155 shares; 2026Q1: 12,021 shares; 2026Q2: 12,939 shares; 2026Q3: 13,676 shares 13,676 $8.37M 0.23% +737 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,637 shares; 2025Q1: 5,000 shares; 2025Q2: 127,471 shares; 2025Q3: 130,280 shares; 2025Q4: 133,550 shares; 2026Q1: 125,098 shares; 2026Q2: 123,839 shares; 2026Q3: 106,751 shares 106,751 $8.36M 0.23% -17,088 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,185 shares; 2026Q3: 54,170 shares 54,170 $8.17M 0.23% +45,985 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,831 shares; 2025Q1: 73,353 shares; 2025Q2: 70,079 shares; 2025Q3: 78,334 shares; 2025Q4: 85,744 shares; 2026Q1: 98,346 shares; 2026Q2: 107,006 shares; 2026Q3: 145,088 shares 145,088 $8.1M 0.23% +38,082 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,844 shares; 2025Q1: 11,330 shares; 2025Q2: 11,650 shares; 2025Q3: 12,705 shares; 2025Q4: 13,950 shares; 2026Q1: 43,273 shares; 2026Q2: 43,799 shares; 2026Q3: 43,222 shares 43,222 $8.02M 0.22% -577 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,102 shares; 2025Q1: 25,184 shares; 2025Q2: 24,789 shares; 2025Q3: 26,286 shares; 2025Q4: 27,481 shares; 2026Q1: 71,291 shares; 2026Q2: 73,969 shares; 2026Q3: 73,980 shares 73,980 $7.96M 0.22% +11 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121,301 shares; 2025Q1: 113,004 shares; 2025Q2: 117,214 shares; 2025Q3: 116,651 shares; 2025Q4: 118,131 shares; 2026Q1: 114,094 shares; 2026Q2: 115,370 shares; 2026Q3: 105,090 shares 105,090 $7.92M 0.22% -10,280 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 127,728 shares; 2025Q1: 124,381 shares; 2025Q2: 124,720 shares; 2025Q3: 98,532 shares; 2025Q4: 98,425 shares; 2026Q1: 97,606 shares; 2026Q2: 100,476 shares; 2026Q3: 95,327 shares 95,327 $7.91M 0.22% -5,149 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,957 shares; 2025Q1: 6,865 shares; 2025Q2: 7,134 shares; 2025Q3: 6,458 shares; 2025Q4: 6,457 shares; 2026Q1: 6,310 shares; 2026Q2: 55,457 shares; 2026Q3: 62,600 shares 62,600 $7.87M 0.22% +7,143 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,100 shares; 2025Q1: 33,381 shares; 2025Q2: 33,039 shares; 2025Q3: 29,783 shares; 2025Q4: 29,826 shares; 2026Q1: 29,210 shares; 2026Q2: 27,959 shares; 2026Q3: 28,258 shares 28,258 $7.85M 0.22% +299 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118,156 shares; 2025Q1: 118,207 shares; 2025Q2: 121,448 shares; 2025Q3: 121,058 shares; 2025Q4: 121,793 shares; 2026Q1: 110,925 shares; 2026Q2: 112,544 shares; 2026Q3: 104,889 shares 104,889 $7.79M 0.22% -7,655 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,771 shares; 2025Q1: 11,602 shares; 2025Q2: 12,862 shares; 2025Q3: 14,846 shares; 2025Q4: 14,441 shares; 2026Q1: 17,971 shares; 2026Q2: 20,038 shares; 2026Q3: 21,716 shares 21,716 $7.7M 0.22% +1,678 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,821 shares; 2025Q1: 21,954 shares; 2025Q2: 21,921 shares; 2025Q3: 18,538 shares; 2025Q4: 19,794 shares; 2026Q1: 27,386 shares; 2026Q2: 33,124 shares; 2026Q3: 35,423 shares 35,423 $7.65M 0.21% +2,299 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; 2024Q4: 532,673 shares; 2025Q1: 227,031 shares; 2025Q2: 238,691 shares; 2025Q3: 251,719 shares; 2025Q4: 259,171 shares; 2026Q1: 285,688 shares; 2026Q2: 302,082 shares; 2026Q3: 319,863 shares 319,863 $7.63M 0.21% +17,781 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,501 shares; 2025Q1: 42,990 shares; 2025Q2: 43,857 shares; 2025Q3: 43,795 shares; 2025Q4: 48,978 shares; 2026Q1: 46,312 shares; 2026Q2: 43,731 shares; 2026Q3: 32,166 shares 32,166 $7.34M 0.21% -11,565 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,642 shares; 2025Q1: 27,229 shares; 2025Q2: 26,683 shares; 2025Q3: 19,766 shares; 2025Q4: 19,450 shares; 2026Q1: 20,405 shares; 2026Q2: 20,249 shares; 2026Q3: 20,034 shares 20,034 $7.15M 0.2% -215 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 132,546 shares; 2025Q1: 134,649 shares; 2025Q2: 63,934 shares; 2025Q3: 63,810 shares; 2025Q4: 63,679 shares; 2026Q1: 65,042 shares; 2026Q2: 136,301 shares; 2026Q3: 131,613 shares 131,613 $7.12M 0.2% -4,688 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,312 shares; 2025Q1: 5,224 shares; 2025Q2: 6,103 shares; 2025Q3: 5,599 shares; 2025Q4: 6,071 shares; 2026Q1: 10,862 shares; 2026Q2: 11,021 shares; 2026Q3: 9,608 shares 9,608 $7.11M 0.2% -1,413 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,192 shares; 2025Q1: not reported; 2025Q2: 4,928 shares; 2025Q3: 5,554 shares; 2025Q4: 4,958 shares; 2026Q1: 128,662 shares; 2026Q2: 131,505 shares; 2026Q3: 124,314 shares 124,314 $6.77M 0.19% -7,191 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,900 shares; 2025Q1: 7,830 shares; 2025Q2: 8,317 shares; 2025Q3: 9,021 shares; 2025Q4: 8,820 shares; 2026Q1: 16,732 shares; 2026Q2: 18,359 shares; 2026Q3: 18,356 shares 18,356 $6.6M 0.18% -3 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 135,007 shares; 2025Q1: 138,641 shares; 2025Q2: 143,592 shares; 2025Q3: 145,934 shares; 2025Q4: 149,574 shares; 2026Q1: 151,693 shares; 2026Q2: 153,219 shares; 2026Q3: 141,835 shares 141,835 $6.58M 0.18% -11,384 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,948 shares; 2025Q1: 26,158 shares; 2025Q2: 23,430 shares; 2025Q3: 12,962 shares; 2025Q4: 12,634 shares; 2026Q1: 12,981 shares; 2026Q2: 13,058 shares; 2026Q3: 15,172 shares 15,172 $6.31M 0.18% +2,114 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 146,742 shares; 2025Q1: 146,328 shares; 2025Q2: 175,635 shares; 2025Q3: 176,428 shares; 2025Q4: 170,364 shares; 2026Q1: 175,372 shares; 2026Q2: 164,288 shares; 2026Q3: 191,497 shares 191,497 $6.23M 0.17% +27,209 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,162 shares; 2025Q1: 4,378 shares; 2025Q2: 4,226 shares; 2025Q3: 4,590 shares; 2025Q4: 4,667 shares; 2026Q1: 14,458 shares; 2026Q2: 15,354 shares; 2026Q3: 15,300 shares 15,300 $6.08M 0.17% -54 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 376,818 shares; 2025Q1: 423,250 shares; 2025Q2: 416,232 shares; 2025Q3: 203,691 shares; 2025Q4: 210,449 shares; 2026Q1: 182,178 shares; 2026Q2: 206,923 shares; 2026Q3: 141,386 shares 141,386 $6.05M 0.17% -65,537 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,083 shares; 2026Q2: 80,889 shares; 2026Q3: 75,237 shares 75,237 $5.99M 0.17% -5,652 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 142,970 shares; 2025Q1: 108,807 shares; 2025Q2: 109,527 shares; 2025Q3: 112,838 shares; 2025Q4: 115,499 shares; 2026Q1: 127,623 shares; 2026Q2: 129,624 shares; 2026Q3: 127,510 shares 127,510 $5.95M 0.17% -2,114 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,800 shares; 2025Q1: 208,000 shares; 2025Q2: 209,500 shares; 2025Q3: 312,700 shares; 2025Q4: 262,070 shares; 2026Q1: 368,952 shares; 2026Q2: 464,773 shares; 2026Q3: 459,791 shares 459,791 $5.86M 0.16% -4,982 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,313 shares; 2025Q1: 25,754 shares; 2025Q2: 25,605 shares; 2025Q3: 22,518 shares; 2025Q4: 23,085 shares; 2026Q1: 24,469 shares; 2026Q2: 25,317 shares; 2026Q3: 25,074 shares 25,074 $5.79M 0.16% -243 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,188 shares; 2025Q3: 5,525 shares; 2025Q4: 7,911 shares; 2026Q1: 10,294 shares; 2026Q2: 15,806 shares; 2026Q3: 18,875 shares 18,875 $5.75M 0.16% +3,069 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,888 shares; 2025Q1: 19,689 shares; 2025Q2: 19,684 shares; 2025Q3: 12,917 shares; 2025Q4: 12,884 shares; 2026Q1: 12,865 shares; 2026Q2: 63,761 shares; 2026Q3: 61,352 shares 61,352 $5.68M 0.16% -2,409 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80,426 shares; 2025Q1: 149,189 shares; 2025Q2: 156,894 shares; 2025Q3: 180,319 shares; 2025Q4: 299,095 shares; 2026Q1: 285,774 shares; 2026Q2: 264,283 shares; 2026Q3: 113,913 shares 113,913 $5.68M 0.16% -150,370 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,826 shares; 2025Q1: 4,933 shares; 2025Q2: 5,820 shares; 2025Q3: 6,145 shares; 2025Q4: 6,274 shares; 2026Q1: 14,120 shares; 2026Q2: 13,323 shares; 2026Q3: 13,328 shares 13,328 $5.62M 0.16% +5 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,946 shares; 2025Q1: 9,100 shares; 2025Q2: 7,353 shares; 2025Q3: 7,629 shares; 2025Q4: 7,901 shares; 2026Q1: 12,630 shares; 2026Q2: 13,060 shares; 2026Q3: 14,742 shares 14,742 $5.52M 0.15% +1,682 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,559 shares; 2025Q1: 40,802 shares; 2025Q2: 39,131 shares; 2025Q3: 40,253 shares; 2025Q4: 46,462 shares; 2026Q1: 53,279 shares; 2026Q2: 52,003 shares; 2026Q3: 53,079 shares 53,079 $5.52M 0.15% +1,076 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,880 shares; 2025Q1: 7,461 shares; 2025Q2: 7,809 shares; 2025Q3: 9,864 shares; 2025Q4: 10,367 shares; 2026Q1: 10,997 shares; 2026Q2: 11,684 shares; 2026Q3: 14,101 shares 14,101 $5.37M 0.15% +2,417 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,493 shares; 2025Q1: 31,741 shares; 2025Q2: 28,383 shares; 2025Q3: 29,843 shares; 2025Q4: 34,208 shares; 2026Q1: 91,780 shares; 2026Q2: 96,320 shares; 2026Q3: 98,349 shares 98,349 $5.35M 0.15% +2,029 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,348 shares; 2025Q1: 70,726 shares; 2025Q2: 62,631 shares; 2025Q3: 60,497 shares; 2025Q4: 57,148 shares; 2026Q1: 57,614 shares; 2026Q2: 57,990 shares; 2026Q3: 55,803 shares 55,803 $5.28M 0.15% -2,187 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 480,928 shares; 2025Q1: 301,811 shares; 2025Q2: 299,341 shares; 2025Q3: 182,155 shares; 2025Q4: 183,219 shares; 2026Q1: 215,702 shares; 2026Q2: 231,178 shares; 2026Q3: 224,748 shares 224,748 $5.27M 0.15% -6,430 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,218 shares; 2026Q2: 23,303 shares; 2026Q3: 22,941 shares 22,941 $5.23M 0.15% -362 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,585 shares; 2025Q1: 7,406 shares; 2025Q2: 6,541 shares; 2025Q3: 7,354 shares; 2025Q4: 7,673 shares; 2026Q1: 38,401 shares; 2026Q2: 39,295 shares; 2026Q3: 39,940 shares 39,940 $5.17M 0.14% +645 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,124 shares; 2025Q1: 28,115 shares; 2025Q2: 32,386 shares; 2025Q3: 25,806 shares; 2025Q4: 26,090 shares; 2026Q1: 25,957 shares; 2026Q2: 25,661 shares; 2026Q3: 19,441 shares 19,441 $5.15M 0.14% -6,220 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 761 shares; 2025Q1: 753 shares; 2025Q2: 768 shares; 2025Q3: 835 shares; 2025Q4: 847 shares; 2026Q1: 9,591 shares; 2026Q2: 9,665 shares; 2026Q3: 9,796 shares 9,796 $5.06M 0.14% +131 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,030 shares; 2025Q1: 16,758 shares; 2025Q2: 13,719 shares; 2025Q3: 15,418 shares; 2025Q4: 15,829 shares; 2026Q1: 30,754 shares; 2026Q2: 33,988 shares; 2026Q3: 34,764 shares 34,764 $5.05M 0.14% +776 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,750 shares; 2025Q1: 6,882 shares; 2025Q2: 7,428 shares; 2025Q3: 8,210 shares; 2025Q4: 8,352 shares; 2026Q1: 10,001 shares; 2026Q2: 10,941 shares; 2026Q3: 11,037 shares 11,037 $5.03M 0.14% +96 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,118 shares; 2025Q1: 6,339 shares; 2025Q2: 6,385 shares; 2025Q3: 7,139 shares; 2025Q4: 7,447 shares; 2026Q1: 27,042 shares; 2026Q2: 27,707 shares; 2026Q3: 27,333 shares 27,333 $5.03M 0.14% -374 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,689 shares; 2025Q1: 50,699 shares; 2025Q2: 43,819 shares; 2025Q3: 50,172 shares; 2025Q4: 49,627 shares; 2026Q1: 151,774 shares; 2026Q2: 155,026 shares; 2026Q3: 159,083 shares 159,083 $4.8M 0.13% +4,057 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,758 shares; 2025Q1: 3,713 shares; 2025Q2: 4,078 shares; 2025Q3: 4,245 shares; 2025Q4: 4,768 shares; 2026Q1: 24,316 shares; 2026Q2: 25,407 shares; 2026Q3: 24,842 shares 24,842 $4.74M 0.13% -565 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,882 shares; 2025Q1: 4,858 shares; 2025Q2: 5,100 shares; 2025Q3: 5,269 shares; 2025Q4: 4,140 shares; 2026Q1: 5,299 shares; 2026Q2: 5,009 shares; 2026Q3: 5,058 shares 5,058 $4.66M 0.13% +49 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,894 shares; 2025Q1: 2,019 shares; 2025Q2: 2,255 shares; 2025Q3: 2,706 shares; 2025Q4: 2,765 shares; 2026Q1: 6,979 shares; 2026Q2: 7,585 shares; 2026Q3: 8,171 shares 8,171 $4.51M 0.13% +586 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 795 shares; 2025Q1: 818 shares; 2025Q2: 832 shares; 2025Q3: 882 shares; 2025Q4: 904 shares; 2026Q1: 4,306 shares; 2026Q2: 4,193 shares; 2026Q3: 4,181 shares 4,181 $4.42M 0.12% -12 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,338 shares; 2025Q4: 18,274 shares; 2026Q1: 31,151 shares; 2026Q2: 48,349 shares; 2026Q3: 80,926 shares 80,926 $4.3M 0.12% +32,577 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,645 shares; 2025Q1: 3,948 shares; 2025Q2: 4,141 shares; 2025Q3: 4,211 shares; 2025Q4: 4,353 shares; 2026Q1: 5,211 shares; 2026Q2: 5,356 shares; 2026Q3: 5,302 shares 5,302 $4.3M 0.12% -54 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,423 shares; 2025Q1: 56,423 shares; 2025Q2: 56,423 shares; 2025Q3: 56,423 shares; 2025Q4: 56,423 shares; 2026Q1: 110,100 shares; 2026Q2: 111,006 shares; 2026Q3: 106,965 shares 106,965 $4.3M 0.12% -4,041 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,909 shares; 2025Q1: 1,717 shares; 2025Q2: 1,668 shares; 2025Q3: 1,775 shares; 2025Q4: 2,218 shares; 2026Q1: 4,032 shares; 2026Q2: 4,218 shares; 2026Q3: 4,592 shares 4,592 $4.18M 0.12% +374 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,346 shares; 2025Q1: 98,396 shares; 2025Q2: 93,158 shares; 2025Q3: 65,059 shares; 2025Q4: 47,628 shares; 2026Q1: 42,452 shares; 2026Q2: 42,715 shares; 2026Q3: 70,037 shares 70,037 $4.15M 0.12% +27,322 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,575 shares; 2025Q1: 17,750 shares; 2025Q2: 20,457 shares; 2025Q3: 22,043 shares; 2025Q4: 22,137 shares; 2026Q1: 23,121 shares; 2026Q2: 21,912 shares; 2026Q3: 21,898 shares 21,898 $4.1M 0.11% -14 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 793 shares; 2025Q1: 976 shares; 2025Q2: 983 shares; 2025Q3: 1,015 shares; 2025Q4: 1,064 shares; 2026Q1: 1,512 shares; 2026Q2: 1,791 shares; 2026Q3: 2,237 shares 2,237 $4.05M 0.11% +446 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,673 shares; 2025Q1: 17,209 shares; 2025Q2: 16,496 shares; 2025Q3: 17,853 shares; 2025Q4: 17,109 shares; 2026Q1: 32,350 shares; 2026Q2: 32,317 shares; 2026Q3: 31,657 shares 31,657 $4.01M 0.11% -660 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,192 shares; 2025Q1: 7,733 shares; 2025Q2: 6,653 shares; 2025Q3: 8,035 shares; 2025Q4: 8,063 shares; 2026Q1: 8,081 shares; 2026Q2: 10,373 shares; 2026Q3: 10,278 shares 10,278 $3.98M 0.11% -95 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,133 shares; 2026Q2: 13,060 shares; 2026Q3: 12,833 shares 12,833 $3.97M 0.11% -227 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,200 shares; 2025Q1: 97,424 shares; 2025Q2: 72,310 shares; 2025Q3: 146,171 shares; 2025Q4: 148,767 shares; 2026Q1: 146,831 shares; 2026Q2: 132,372 shares; 2026Q3: 112,227 shares 112,227 $3.95M 0.11% -20,145 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,671 shares; 2025Q1: 13,721 shares; 2025Q2: 13,983 shares; 2025Q3: 14,075 shares; 2025Q4: 14,118 shares; 2026Q1: 13,986 shares; 2026Q2: 13,916 shares; 2026Q3: 9,925 shares 9,925 $3.92M 0.11% -3,991 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,216 shares; 2025Q1: 14,601 shares; 2025Q2: 14,561 shares; 2025Q3: 15,428 shares; 2025Q4: 14,825 shares; 2026Q1: 36,774 shares; 2026Q2: 52,708 shares; 2026Q3: 45,338 shares 45,338 $3.91M 0.11% -7,370 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,808 shares; 2025Q1: 17,421 shares; 2025Q2: 16,632 shares; 2025Q3: 16,564 shares; 2025Q4: 16,044 shares; 2026Q1: 58,723 shares; 2026Q2: 56,565 shares; 2026Q3: 56,522 shares 56,522 $3.84M 0.11% -43 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,553 shares; 2025Q1: 4,656 shares; 2025Q2: 4,537 shares; 2025Q3: 6,739 shares; 2025Q4: 6,780 shares; 2026Q1: 28,041 shares; 2026Q2: 28,877 shares; 2026Q3: 32,553 shares 32,553 $3.71M 0.1% +3,676 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,291 shares; 2025Q1: 30,536 shares; 2025Q2: 30,079 shares; 2025Q3: 30,684 shares; 2025Q4: 33,009 shares; 2026Q1: 35,523 shares; 2026Q2: 40,422 shares; 2026Q3: 43,026 shares 43,026 $3.7M 0.1% +2,604 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,370 shares; 2025Q1: 10,644 shares; 2025Q2: 10,529 shares; 2025Q3: 11,430 shares; 2025Q4: 11,342 shares; 2026Q1: 22,703 shares; 2026Q2: 23,823 shares; 2026Q3: 19,692 shares 19,692 $3.7M 0.1% -4,131 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,876 shares; 2025Q1: 29,387 shares; 2025Q2: 39,837 shares; 2025Q3: 43,869 shares; 2025Q4: 49,457 shares; 2026Q1: 57,698 shares; 2026Q2: 53,636 shares; 2026Q3: 59,034 shares 59,034 $3.62M 0.1% +5,398 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,830 shares; 2025Q1: 70,493 shares; 2025Q2: 67,820 shares; 2025Q3: 67,162 shares; 2025Q4: 67,187 shares; 2026Q1: 106,079 shares; 2026Q2: 102,227 shares; 2026Q3: 99,975 shares 99,975 $3.59M 0.1% -2,252 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,475 shares; 2025Q1: 4,563 shares; 2025Q2: 4,590 shares; 2025Q3: 4,717 shares; 2025Q4: 4,740 shares; 2026Q1: 4,720 shares; 2026Q2: 5,056 shares; 2026Q3: 5,831 shares 5,831 $3.55M 0.1% +775 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,735 shares; 2025Q1: 83,759 shares; 2025Q2: 83,720 shares; 2025Q3: 81,182 shares; 2025Q4: 71,230 shares; 2026Q1: 72,223 shares; 2026Q2: 70,407 shares; 2026Q3: 69,466 shares 69,466 $3.5M 0.1% -941 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,414 shares; 2025Q1: 33,252 shares; 2025Q2: 32,929 shares; 2025Q3: 33,040 shares; 2025Q4: 32,832 shares; 2026Q1: 32,964 shares; 2026Q2: 32,710 shares; 2026Q3: 32,870 shares 32,870 $3.44M 0.1% +160 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,089 shares; 2025Q1: 4,159 shares; 2025Q2: 4,254 shares; 2025Q3: 4,969 shares; 2025Q4: 4,895 shares; 2026Q1: 6,485 shares; 2026Q2: 7,790 shares; 2026Q3: 7,979 shares 7,979 $3.43M 0.1% +189 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,409 shares; 2026Q2: 30,416 shares; 2026Q3: 30,414 shares 30,414 $3.41M 0.1% -2 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; 2024Q4: 2,192 shares; 2025Q1: 2,173 shares; 2025Q2: 2,183 shares; 2025Q3: 2,151 shares; 2025Q4: 2,070 shares; 2026Q1: 6,808 shares; 2026Q2: 6,716 shares; 2026Q3: 6,642 shares 6,642 $3.38M 0.09% -74 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,146 shares; 2026Q2: 12,929 shares; 2026Q3: 12,638 shares 12,638 $3.34M 0.09% -291 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,022 shares; 2025Q1: 44,439 shares; 2025Q2: 38,542 shares; 2025Q3: 45,455 shares; 2025Q4: 41,794 shares; 2026Q1: 42,001 shares; 2026Q2: 45,762 shares; 2026Q3: 23,134 shares 23,134 $3.29M 0.09% -22,628 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,082 shares; 2025Q1: 43,135 shares; 2025Q2: 41,865 shares; 2025Q3: 39,497 shares; 2025Q4: 38,696 shares; 2026Q1: 55,189 shares; 2026Q2: 62,501 shares; 2026Q3: 63,172 shares 63,172 $3.24M 0.09% +671 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 22,312 shares 22,312 $3.21M 0.09% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,268 shares; 2025Q1: 75,059 shares; 2025Q2: 56,423 shares; 2025Q3: 48,272 shares; 2025Q4: 58,318 shares; 2026Q1: 99,869 shares; 2026Q2: 105,595 shares; 2026Q3: 132,350 shares 132,350 $3.17M 0.09% +26,755 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,563 shares; 2025Q1: 10,781 shares; 2025Q2: 10,183 shares; 2025Q3: 12,468 shares; 2025Q4: 11,592 shares; 2026Q1: 40,951 shares; 2026Q2: 41,434 shares; 2026Q3: 41,686 shares 41,686 $3.16M 0.09% +252 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,286 shares; 2026Q2: 25,689 shares; 2026Q3: 26,089 shares 26,089 $3.12M 0.09% +400 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,875 shares; 2025Q1: 18,922 shares; 2025Q2: 19,317 shares; 2025Q3: 21,074 shares; 2025Q4: 19,404 shares; 2026Q1: 26,114 shares; 2026Q2: 35,257 shares; 2026Q3: 40,738 shares 40,738 $3.11M 0.09% +5,481 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,059 shares; 2025Q3: 10,059 shares; 2025Q4: 15,043 shares; 2026Q1: 8,121 shares; 2026Q2: 23,298 shares; 2026Q3: 62,448 shares 62,448 $3.09M 0.09% +39,150 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,021 shares; 2025Q1: 38,680 shares; 2025Q2: 37,315 shares; 2025Q3: 25,729 shares; 2025Q4: 25,444 shares; 2026Q1: 24,542 shares; 2026Q2: 24,772 shares; 2026Q3: 24,090 shares 24,090 $3.09M 0.09% -682 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 205,318 shares; 2025Q1: 206,337 shares; 2025Q2: 186,558 shares; 2025Q3: 187,585 shares; 2025Q4: 95,367 shares; 2026Q1: 93,454 shares; 2026Q2: 92,877 shares; 2026Q3: 95,741 shares 95,741 $3.01M 0.08% +2,864 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,990 shares; 2025Q1: 16,885 shares; 2025Q2: 24,748 shares; 2025Q3: 37,502 shares; 2025Q4: 48,732 shares; 2026Q1: 52,933 shares; 2026Q2: 53,513 shares; 2026Q3: 58,047 shares 58,047 $3.01M 0.08% +4,534 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,217 shares; 2025Q4: 64,073 shares; 2026Q1: 68,135 shares; 2026Q2: 67,743 shares; 2026Q3: 62,536 shares 62,536 $3M 0.08% -5,207 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,410 shares; 2025Q1: 2,449 shares; 2025Q2: 1,736 shares; 2025Q3: 3,375 shares; 2025Q4: 3,541 shares; 2026Q1: 7,744 shares; 2026Q2: 8,139 shares; 2026Q3: 8,126 shares 8,126 $2.98M 0.08% -13 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,740 shares; 2025Q1: 28,720 shares; 2025Q2: 27,846 shares; 2025Q3: 26,429 shares; 2025Q4: 25,909 shares; 2026Q1: 40,813 shares; 2026Q2: 52,250 shares; 2026Q3: 54,126 shares 54,126 $2.97M 0.08% +1,876 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,386 shares; 2025Q1: 53,230 shares; 2025Q2: 47,742 shares; 2025Q3: 47,682 shares; 2025Q4: 28,063 shares; 2026Q1: 23,467 shares; 2026Q2: 20,806 shares; 2026Q3: 20,493 shares 20,493 $2.97M 0.08% -313 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,284 shares; 2025Q1: 28,196 shares; 2025Q2: 27,726 shares; 2025Q3: 28,736 shares; 2025Q4: 32,768 shares; 2026Q1: 42,822 shares; 2026Q2: 44,087 shares; 2026Q3: 52,626 shares 52,626 $2.96M 0.08% +8,539 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,014 shares; 2025Q1: 16,496 shares; 2025Q2: 16,458 shares; 2025Q3: 17,042 shares; 2025Q4: 16,681 shares; 2026Q1: 18,472 shares; 2026Q2: 20,035 shares; 2026Q3: 20,323 shares 20,323 $2.95M 0.08% +288 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,197 shares; 2025Q1: 5,330 shares; 2025Q2: 5,398 shares; 2025Q3: 3,961 shares; 2025Q4: 3,874 shares; 2026Q1: 31,732 shares; 2026Q2: 31,713 shares; 2026Q3: 31,313 shares 31,313 $2.95M 0.08% -400 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,892 shares; 2025Q1: 6,258 shares; 2025Q2: 6,976 shares; 2025Q3: 7,283 shares; 2025Q4: 7,504 shares; 2026Q1: 15,600 shares; 2026Q2: 15,648 shares; 2026Q3: 12,722 shares 12,722 $2.94M 0.08% -2,926 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,874 shares; 2025Q1: 34,309 shares; 2025Q2: 33,819 shares; 2025Q3: 34,668 shares; 2025Q4: 33,682 shares; 2026Q1: 35,017 shares; 2026Q2: 36,958 shares; 2026Q3: 37,689 shares 37,689 $2.91M 0.08% +731 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,035 shares; 2025Q1: 17,779 shares; 2025Q2: 18,019 shares; 2025Q3: 17,831 shares; 2025Q4: 17,636 shares; 2026Q1: 17,647 shares; 2026Q2: 17,878 shares; 2026Q3: 18,171 shares 18,171 $2.88M 0.08% +293 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,410 shares; 2025Q1: 22,517 shares; 2025Q2: 20,578 shares; 2025Q3: 14,079 shares; 2025Q4: 14,194 shares; 2026Q1: 16,684 shares; 2026Q2: 17,442 shares; 2026Q3: 18,227 shares 18,227 $2.83M 0.08% +785 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,360 shares; 2025Q1: 72,050 shares; 2025Q2: 73,102 shares; 2025Q3: 105,943 shares; 2025Q4: 98,131 shares; 2026Q1: 78,353 shares; 2026Q2: 84,803 shares; 2026Q3: 40,825 shares 40,825 $2.83M 0.08% -43,978 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,474 shares; 2025Q1: 13,573 shares; 2025Q2: 14,368 shares; 2025Q3: 15,790 shares; 2025Q4: 14,440 shares; 2026Q1: 52,753 shares; 2026Q2: 63,121 shares; 2026Q3: 61,129 shares 61,129 $2.8M 0.08% -1,992 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,824 shares; 2025Q1: 12,863 shares; 2025Q2: 13,362 shares; 2025Q3: 13,490 shares; 2025Q4: 13,586 shares; 2026Q1: 13,745 shares; 2026Q2: 13,461 shares; 2026Q3: 9,839 shares 9,839 $2.8M 0.08% -3,622 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,282 shares; 2025Q1: 35,031 shares; 2025Q2: 36,726 shares; 2025Q3: 37,625 shares; 2025Q4: 24,646 shares; 2026Q1: 22,913 shares; 2026Q2: 13,704 shares; 2026Q3: 12,444 shares 12,444 $2.77M 0.08% -1,260 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,228 shares; 2025Q1: 55,465 shares; 2025Q2: 45,547 shares; 2025Q3: 45,265 shares; 2025Q4: 43,123 shares; 2026Q1: 41,586 shares; 2026Q2: 42,340 shares; 2026Q3: 42,501 shares 42,501 $2.75M 0.08% +161 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,893 shares; 2025Q2: 10,921 shares; 2025Q3: 13,951 shares; 2025Q4: 15,486 shares; 2026Q1: 15,966 shares; 2026Q2: 18,733 shares; 2026Q3: 22,769 shares 22,769 $2.74M 0.08% +4,036 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,579 shares; 2025Q1: 20,661 shares; 2025Q2: 21,013 shares; 2025Q3: 24,883 shares; 2025Q4: 25,262 shares; 2026Q1: 104,454 shares; 2026Q2: 107,159 shares; 2026Q3: 104,442 shares 104,442 $2.71M 0.08% -2,717 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,267 shares; 2025Q4: 14,203 shares; 2026Q1: 26,701 shares; 2026Q2: 33,179 shares; 2026Q3: 48,695 shares 48,695 $2.71M 0.08% +15,516 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,081 shares; 2025Q1: 24,485 shares; 2025Q2: 24,461 shares; 2025Q3: 21,805 shares; 2025Q4: 20,915 shares; 2026Q1: 37,099 shares; 2026Q2: 36,895 shares; 2026Q3: 39,714 shares 39,714 $2.65M 0.07% +2,819 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,521 shares; 2025Q1: 18,829 shares; 2025Q2: 20,373 shares; 2025Q3: 20,832 shares; 2025Q4: 20,459 shares; 2026Q1: 20,552 shares; 2026Q2: 20,575 shares; 2026Q3: 21,156 shares 21,156 $2.65M 0.07% +581 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,617 shares; 2025Q1: 1,979 shares; 2025Q2: 1,985 shares; 2025Q3: 1,990 shares; 2025Q4: 1,994 shares; 2026Q1: 16,882 shares; 2026Q2: 17,099 shares; 2026Q3: 17,903 shares 17,903 $2.62M 0.07% +804 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,556 shares; 2025Q1: 2,833 shares; 2025Q2: 2,882 shares; 2025Q3: 3,218 shares; 2025Q4: 3,243 shares; 2026Q1: 6,983 shares; 2026Q2: 7,993 shares; 2026Q3: 8,342 shares 8,342 $2.61M 0.07% +349 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; 2024Q4: 2,950 shares; 2025Q1: 2,942 shares; 2025Q2: 2,905 shares; 2025Q3: 2,503 shares; 2025Q4: 2,406 shares; 2026Q1: 11,758 shares; 2026Q2: 12,328 shares; 2026Q3: 14,200 shares 14,200 $2.6M 0.07% +1,872 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,631 shares; 2025Q1: 8,635 shares; 2025Q2: 9,669 shares; 2025Q3: 9,277 shares; 2025Q4: 9,194 shares; 2026Q1: 11,188 shares; 2026Q2: 11,762 shares; 2026Q3: 10,132 shares 10,132 $2.59M 0.07% -1,630 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,524 shares; 2025Q1: 7,482 shares; 2025Q2: 7,332 shares; 2025Q3: 7,403 shares; 2025Q4: 14,353 shares; 2026Q1: 14,682 shares; 2026Q2: 14,219 shares; 2026Q3: 13,154 shares 13,154 $2.57M 0.07% -1,065 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,034 shares; 2025Q1: 7,571 shares; 2025Q2: 7,365 shares; 2025Q3: 7,353 shares; 2025Q4: 7,364 shares; 2026Q1: 7,370 shares; 2026Q2: 7,395 shares; 2026Q3: 22,553 shares 22,553 $2.56M 0.07% +15,158 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,699 shares; 2025Q1: 9,036 shares; 2025Q2: 8,784 shares; 2025Q3: 9,301 shares; 2025Q4: 9,795 shares; 2026Q1: 25,711 shares; 2026Q2: 25,399 shares; 2026Q3: 25,820 shares 25,820 $2.55M 0.07% +421 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,739 shares; 2025Q1: 63,495 shares; 2025Q2: 75,287 shares; 2025Q3: 76,478 shares; 2025Q4: 66,843 shares; 2026Q1: 71,386 shares; 2026Q2: 71,867 shares; 2026Q3: 70,940 shares 70,940 $2.53M 0.07% -927 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,203 shares; 2025Q1: 51,295 shares; 2025Q2: 52,514 shares; 2025Q3: 52,514 shares; 2025Q4: 56,190 shares; 2026Q1: 53,411 shares; 2026Q2: 51,726 shares; 2026Q3: 51,258 shares 51,258 $2.52M 0.07% -468 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; 2024Q4: 3,634 shares; 2025Q1: 3,409 shares; 2025Q2: 3,354 shares; 2025Q3: 3,431 shares; 2025Q4: 3,508 shares; 2026Q1: 7,570 shares; 2026Q2: 7,941 shares; 2026Q3: 7,533 shares 7,533 $2.5M 0.07% -408 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,086 shares; 2025Q1: 2,204 shares; 2025Q2: 2,392 shares; 2025Q3: 2,113 shares; 2025Q4: 2,114 shares; 2026Q1: 10,751 shares; 2026Q2: 13,708 shares; 2026Q3: 15,949 shares 15,949 $2.43M 0.07% +2,241 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,861 shares; 2025Q1: 6,034 shares; 2025Q2: 6,101 shares; 2025Q3: 6,689 shares; 2025Q4: 7,126 shares; 2026Q1: 17,371 shares; 2026Q2: 17,828 shares; 2026Q3: 18,147 shares 18,147 $2.4M 0.07% +319 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,877 shares; 2025Q1: 2,001 shares; 2025Q2: 1,831 shares; 2025Q3: 1,991 shares; 2025Q4: 2,112 shares; 2026Q1: 8,209 shares; 2026Q2: 9,200 shares; 2026Q3: 8,821 shares 8,821 $2.37M 0.07% -379 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,520 shares; 2025Q1: 33,733 shares; 2025Q2: 32,178 shares; 2025Q3: 32,184 shares; 2025Q4: 32,087 shares; 2026Q1: 30,491 shares; 2026Q2: 14,209 shares; 2026Q3: 43,107 shares 43,107 $2.37M 0.07% +28,898 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,278 shares; 2025Q4: 2,924 shares; 2026Q1: 2,928 shares; 2026Q2: 3,004 shares; 2026Q3: 21,668 shares 21,668 $2.37M 0.07% +18,664 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,441 shares; 2025Q1: 13,915 shares; 2025Q2: 13,185 shares; 2025Q3: 13,033 shares; 2025Q4: 13,049 shares; 2026Q1: 23,775 shares; 2026Q2: 26,367 shares; 2026Q3: 25,261 shares 25,261 $2.36M 0.07% -1,106 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,174 shares; 2025Q1: 8,947 shares; 2025Q2: 12,069 shares; 2025Q3: 13,038 shares; 2025Q4: 15,922 shares; 2026Q1: 23,753 shares; 2026Q2: 23,439 shares; 2026Q3: 27,622 shares 27,622 $2.35M 0.07% +4,183 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,453 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,633 shares; 2025Q4: 12,476 shares; 2026Q1: 11,931 shares; 2026Q2: 12,597 shares; 2026Q3: 33,398 shares 33,398 $2.34M 0.07% +20,801 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,576 shares; 2025Q1: 3,365 shares; 2025Q2: 4,996 shares; 2025Q3: 5,001 shares; 2025Q4: 4,984 shares; 2026Q1: 5,552 shares; 2026Q2: 5,280 shares; 2026Q3: 5,311 shares 5,311 $2.29M 0.06% +31 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,137 shares; 2025Q1: 42,302 shares; 2025Q2: 39,567 shares; 2025Q3: 38,779 shares; 2025Q4: 39,477 shares; 2026Q1: 25,245 shares; 2026Q2: 25,094 shares; 2026Q3: 22,585 shares 22,585 $2.28M 0.06% -2,509 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,110 shares; 2025Q1: 28,181 shares; 2025Q2: 28,349 shares; 2025Q3: 28,380 shares; 2025Q4: 28,381 shares; 2026Q1: 28,381 shares; 2026Q2: 28,381 shares; 2026Q3: 28,381 shares 28,381 $2.27M 0.06% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,599 shares; 2025Q1: 7,234 shares; 2025Q2: 7,333 shares; 2025Q3: 8,718 shares; 2025Q4: 8,936 shares; 2026Q1: 9,442 shares; 2026Q2: 10,476 shares; 2026Q3: 48,706 shares 48,706 $2.26M 0.06% +38,230 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,240 shares; 2025Q1: 18,233 shares; 2025Q2: 19,945 shares; 2025Q3: 20,901 shares; 2025Q4: 23,684 shares; 2026Q1: 75,406 shares; 2026Q2: 79,424 shares; 2026Q3: 79,052 shares 79,052 $2.25M 0.06% -372 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,315 shares; 2025Q1: 3,776 shares; 2025Q2: 3,079 shares; 2025Q3: 3,215 shares; 2025Q4: 3,366 shares; 2026Q1: 13,639 shares; 2026Q2: 14,787 shares; 2026Q3: 14,481 shares 14,481 $2.25M 0.06% -306 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,792 shares; 2025Q1: 28,407 shares; 2025Q2: 23,318 shares; 2025Q3: 22,957 shares; 2025Q4: 35,392 shares; 2026Q1: 45,777 shares; 2026Q2: 26,784 shares; 2026Q3: 22,065 shares 22,065 $2.22M 0.06% -4,719 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,220 shares; 2025Q1: 17,754 shares; 2025Q2: 16,053 shares; 2025Q3: 15,248 shares; 2025Q4: 15,078 shares; 2026Q1: 18,662 shares; 2026Q2: 22,656 shares; 2026Q3: 21,091 shares 21,091 $2.21M 0.06% -1,565 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,805 shares; 2025Q1: 8,349 shares; 2025Q2: 8,060 shares; 2025Q3: 8,337 shares; 2025Q4: 8,468 shares; 2026Q1: 10,191 shares; 2026Q2: 10,579 shares; 2026Q3: 10,015 shares 10,015 $2.2M 0.06% -564 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,743 shares; 2025Q1: 23,455 shares; 2025Q2: 23,919 shares; 2025Q3: 23,152 shares; 2025Q4: 23,166 shares; 2026Q1: 23,693 shares; 2026Q2: 22,017 shares; 2026Q3: 23,170 shares 23,170 $2.2M 0.06% +1,153 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,050 shares; 2025Q1: 6,512 shares; 2025Q2: 6,838 shares; 2025Q3: 7,222 shares; 2025Q4: 7,170 shares; 2026Q1: 10,080 shares; 2026Q2: 12,635 shares; 2026Q3: 25,882 shares 25,882 $2.18M 0.06% +13,247 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,094 shares; 2025Q1: 5,866 shares; 2025Q2: 2,522 shares; 2025Q3: 2,480 shares; 2025Q4: 2,797 shares; 2026Q1: 2,997 shares; 2026Q2: 7,430 shares; 2026Q3: 7,621 shares 7,621 $2.17M 0.06% +191 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,936 shares; 2025Q1: 3,129 shares; 2025Q2: 2,707 shares; 2025Q3: 3,188 shares; 2025Q4: 3,149 shares; 2026Q1: 7,802 shares; 2026Q2: 7,998 shares; 2026Q3: 7,952 shares 7,952 $2.16M 0.06% -46 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,681 shares; 2025Q1: 15,870 shares; 2025Q2: 18,234 shares; 2025Q3: 20,378 shares; 2025Q4: 17,349 shares; 2026Q1: 20,239 shares; 2026Q2: 38,797 shares; 2026Q3: 42,603 shares 42,603 $2.15M 0.06% +3,806 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,173 shares; 2025Q1: 9,677 shares; 2025Q2: 10,044 shares; 2025Q3: 10,554 shares; 2025Q4: 11,054 shares; 2026Q1: 13,862 shares; 2026Q2: 14,589 shares; 2026Q3: 14,420 shares 14,420 $2.15M 0.06% -169 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,991 shares; 2025Q1: 14,314 shares; 2025Q2: 13,237 shares; 2025Q3: 13,253 shares; 2025Q4: 13,274 shares; 2026Q1: 13,221 shares; 2026Q2: 13,232 shares; 2026Q3: 12,793 shares 12,793 $2.13M 0.06% -439 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,008 shares; 2025Q1: 11,404 shares; 2025Q2: 10,729 shares; 2025Q3: 10,098 shares; 2025Q4: 10,563 shares; 2026Q1: 16,507 shares; 2026Q2: 18,292 shares; 2026Q3: 15,483 shares 15,483 $2.13M 0.06% -2,809 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 239,781 shares; 2025Q1: 221,143 shares; 2025Q2: 77,734 shares; 2025Q3: 78,049 shares; 2025Q4: 78,138 shares; 2026Q1: 74,840 shares; 2026Q2: 73,956 shares; 2026Q3: 64,461 shares 64,461 $2.1M 0.06% -9,495 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,591 shares; 2025Q1: 26,323 shares; 2025Q2: 27,727 shares; 2025Q3: 27,738 shares; 2025Q4: 27,725 shares; 2026Q1: 27,845 shares; 2026Q2: 28,468 shares; 2026Q3: 22,069 shares 22,069 $2.08M 0.06% -6,399 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; 2024Q4: 57,372 shares; 2025Q1: 50,325 shares; 2025Q2: 50,325 shares; 2025Q3: 50,110 shares; 2025Q4: 50,110 shares; 2026Q1: 50,093 shares; 2026Q2: 50,058 shares; 2026Q3: 49,649 shares 49,649 $2.06M 0.06% -409 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,339 shares; 2025Q4: 14,527 shares; 2026Q1: 20,595 shares; 2026Q2: 33,137 shares; 2026Q3: 34,159 shares 34,159 $2.05M 0.06% +1,022 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 391 shares; 2026Q2: 524 shares; 2026Q3: 1,178 shares 1,178 $2.05M 0.06% +654 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; 2024Q4: 5,075 shares; 2025Q1: 5,024 shares; 2025Q2: 4,687 shares; 2025Q3: 5,540 shares; 2025Q4: 5,269 shares; 2026Q1: 6,436 shares; 2026Q2: 6,681 shares; 2026Q3: 7,185 shares 7,185 $2.01M 0.06% +504 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,669 shares; 2025Q4: 4,645 shares; 2026Q1: 13,862 shares; 2026Q2: 14,777 shares; 2026Q3: 15,077 shares 15,077 $1.95M 0.05% +300 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,721 shares; 2026Q2: 4,790 shares; 2026Q3: 39,353 shares 39,353 $1.95M 0.05% +34,563 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,426 shares; 2025Q4: 15,976 shares; 2026Q1: 24,439 shares; 2026Q2: 36,326 shares; 2026Q3: 48,839 shares 48,839 $1.95M 0.05% +12,513 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,646 shares; 2025Q1: 9,853 shares; 2025Q2: not reported; 2025Q3: 11,766 shares; 2025Q4: 28,914 shares; 2026Q1: 53,563 shares; 2026Q2: 60,567 shares; 2026Q3: 100,778 shares 100,778 $1.92M 0.05% +40,211 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,241 shares; 2026Q1: 35,995 shares; 2026Q2: 38,308 shares; 2026Q3: 41,571 shares 41,571 $1.92M 0.05% +3,263 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; 2024Q4: 32,289 shares; 2025Q1: 36,117 shares; 2025Q2: 40,574 shares; 2025Q3: 48,311 shares; 2025Q4: 54,562 shares; 2026Q1: 51,784 shares; 2026Q2: 41,933 shares; 2026Q3: 40,581 shares 40,581 $1.92M 0.05% -1,352 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,870 shares; 2026Q3: 9,043 shares 9,043 $1.91M 0.05% +173 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,849 shares; 2025Q1: 2,124 shares; 2025Q2: 1,937 shares; 2025Q3: 2,028 shares; 2025Q4: 2,396 shares; 2026Q1: 2,538 shares; 2026Q2: 2,987 shares; 2026Q3: 3,695 shares 3,695 $1.89M 0.05% +708 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,081 shares; 2025Q1: 10,145 shares; 2025Q2: 9,219 shares; 2025Q3: 8,792 shares; 2025Q4: 8,812 shares; 2026Q1: 9,080 shares; 2026Q2: 10,256 shares; 2026Q3: 9,044 shares 9,044 $1.88M 0.05% -1,212 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,285 shares; 2025Q1: 5,439 shares; 2025Q2: 5,414 shares; 2025Q3: 5,984 shares; 2025Q4: 5,987 shares; 2026Q1: 16,808 shares; 2026Q2: 17,958 shares; 2026Q3: 19,202 shares 19,202 $1.88M 0.05% +1,244 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,184 shares; 2025Q1: 15,120 shares; 2025Q2: 15,051 shares; 2025Q3: 15,155 shares; 2025Q4: 15,233 shares; 2026Q1: 15,033 shares; 2026Q2: 15,717 shares; 2026Q3: 16,680 shares 16,680 $1.87M 0.05% +963 Timeline GSY 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,588 shares; 2025Q3: 10,192 shares; 2025Q4: 9,988 shares; 2026Q1: not reported; 2026Q2: 7,056 shares; 2026Q3: 36,954 shares 36,954 $1.85M 0.05% +29,898 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,024 shares; 2025Q1: 65,906 shares; 2025Q2: 68,873 shares; 2025Q3: 73,594 shares; 2025Q4: 74,348 shares; 2026Q1: 78,497 shares; 2026Q2: 71,667 shares; 2026Q3: 74,381 shares 74,381 $1.81M 0.05% +2,714 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,463 shares; 2025Q1: 57,529 shares; 2025Q2: 55,188 shares; 2025Q3: 53,702 shares; 2025Q4: 53,765 shares; 2026Q1: 38,876 shares; 2026Q2: 39,257 shares; 2026Q3: 39,395 shares 39,395 $1.81M 0.05% +138 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,914 shares; 2025Q1: 4,767 shares; 2025Q2: 4,767 shares; 2025Q3: 4,893 shares; 2025Q4: 4,869 shares; 2026Q1: 5,092 shares; 2026Q2: 5,092 shares; 2026Q3: 5,097 shares 5,097 $1.79M 0.05% +5 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,041 shares; 2025Q1: 8,641 shares; 2025Q2: 8,694 shares; 2025Q3: 7,986 shares; 2025Q4: 15,973 shares; 2026Q1: 16,535 shares; 2026Q2: 16,371 shares; 2026Q3: 16,372 shares 16,372 $1.78M 0.05% +1 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,941 shares; 2025Q1: 11,825 shares; 2025Q2: 10,848 shares; 2025Q3: 11,785 shares; 2025Q4: 11,661 shares; 2026Q1: 7,939 shares; 2026Q2: 8,882 shares; 2026Q3: 17,703 shares 17,703 $1.78M 0.05% +8,821 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,769 shares; 2025Q1: 1,925 shares; 2025Q2: 1,823 shares; 2025Q3: 1,981 shares; 2025Q4: 1,898 shares; 2026Q1: 5,975 shares; 2026Q2: 6,525 shares; 2026Q3: 6,746 shares 6,746 $1.77M 0.05% +221 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,450 shares; 2025Q4: 14,450 shares; 2026Q1: 15,742 shares; 2026Q2: 15,742 shares; 2026Q3: 31,521 shares 31,521 $1.76M 0.05% +15,779 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,497 shares; 2025Q1: 12,515 shares; 2025Q2: 12,538 shares; 2025Q3: 12,559 shares; 2025Q4: 12,577 shares; 2026Q1: 12,656 shares; 2026Q2: 39,182 shares; 2026Q3: 39,256 shares 39,256 $1.74M 0.05% +74 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; 2024Q4: 3,481 shares; 2025Q1: 3,481 shares; 2025Q2: 3,481 shares; 2025Q3: 5,113 shares; 2025Q4: 5,166 shares; 2026Q1: 5,354 shares; 2026Q2: 5,428 shares; 2026Q3: 7,476 shares 7,476 $1.74M 0.05% +2,048 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,532 shares; 2025Q1: 2,288 shares; 2025Q2: 2,225 shares; 2025Q3: 2,313 shares; 2025Q4: 2,300 shares; 2026Q1: 6,323 shares; 2026Q2: 6,063 shares; 2026Q3: 7,537 shares 7,537 $1.73M 0.05% +1,474 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,729 shares; 2025Q3: 2,866 shares; 2025Q4: 3,352 shares; 2026Q1: 8,999 shares; 2026Q2: 9,487 shares; 2026Q3: 8,941 shares 8,941 $1.73M 0.05% -546 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 921 shares; 2025Q2: 1,097 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,497 shares; 2026Q2: 11,202 shares; 2026Q3: 10,543 shares 10,543 $1.73M 0.05% -659 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,766 shares; 2025Q1: 107,728 shares; 2025Q2: 101,678 shares; 2025Q3: 108,404 shares; 2025Q4: 105,758 shares; 2026Q1: 105,450 shares; 2026Q2: 53,755 shares; 2026Q3: 86,614 shares 86,614 $1.71M 0.05% +32,859 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 729 shares; 2025Q1: 761 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,040 shares; 2026Q2: 6,378 shares; 2026Q3: 6,049 shares 6,049 $1.68M 0.05% -329 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,432 shares; 2025Q1: 13,931 shares; 2025Q2: 13,989 shares; 2025Q3: 12,474 shares; 2025Q4: 12,459 shares; 2026Q1: 12,463 shares; 2026Q2: 12,158 shares; 2026Q3: 11,218 shares 11,218 $1.66M 0.05% -940 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,120 shares; 2025Q1: 48,133 shares; 2025Q2: 69,854 shares; 2025Q3: 63,711 shares; 2025Q4: 55,060 shares; 2026Q1: 41,140 shares; 2026Q2: 22,008 shares; 2026Q3: 20,763 shares 20,763 $1.64M 0.05% -1,245 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,521 shares; 2025Q1: 4,131 shares; 2025Q2: 4,097 shares; 2025Q3: 3,663 shares; 2025Q4: 3,608 shares; 2026Q1: 20,238 shares; 2026Q2: 20,568 shares; 2026Q3: 21,056 shares 21,056 $1.63M 0.05% +488 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,232 shares; 2025Q1: 3,432 shares; 2025Q2: 3,463 shares; 2025Q3: 3,676 shares; 2025Q4: 3,423 shares; 2026Q1: 3,341 shares; 2026Q2: 3,444 shares; 2026Q3: 3,441 shares 3,441 $1.63M 0.05% -3 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70 shares; 2025Q1: 73 shares; 2025Q2: 80 shares; 2025Q3: 94 shares; 2025Q4: 97 shares; 2026Q1: 337 shares; 2026Q2: 9,248 shares; 2026Q3: 9,888 shares 9,888 $1.61M 0.04% +640 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,909 shares; 2025Q3: 9,909 shares; 2025Q4: 9,909 shares; 2026Q1: 8,003 shares; 2026Q2: 11,285 shares; 2026Q3: 31,921 shares 31,921 $1.61M 0.04% +20,636 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,259 shares; 2025Q1: 11,254 shares; 2025Q2: 11,092 shares; 2025Q3: 11,845 shares; 2025Q4: 11,636 shares; 2026Q1: 17,923 shares; 2026Q2: 19,041 shares; 2026Q3: 17,115 shares 17,115 $1.61M 0.04% -1,926 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,044 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,265 shares; 2025Q4: 1,835 shares; 2026Q1: 5,349 shares; 2026Q2: 6,872 shares; 2026Q3: 7,830 shares 7,830 $1.59M 0.04% +958 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,528 shares; 2025Q4: 10,824 shares; 2026Q1: 11,076 shares; 2026Q2: 16,908 shares; 2026Q3: 29,124 shares 29,124 $1.59M 0.04% +12,216 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,795 shares; 2026Q2: 19,795 shares; 2026Q3: 39,587 shares 39,587 $1.58M 0.04% +19,792 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,364 shares; 2025Q1: 47,364 shares; 2025Q2: 47,364 shares; 2025Q3: 47,364 shares; 2025Q4: 46,860 shares; 2026Q1: 46,086 shares; 2026Q2: 46,200 shares; 2026Q3: 46,740 shares 46,740 $1.56M 0.04% +540 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 621 shares; 2025Q1: 767 shares; 2025Q2: 775 shares; 2025Q3: 860 shares; 2025Q4: 925 shares; 2026Q1: 1,382 shares; 2026Q2: 1,479 shares; 2026Q3: 1,634 shares 1,634 $1.55M 0.04% +155 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,892 shares; 2025Q1: 6,333 shares; 2025Q2: 6,510 shares; 2025Q3: 4,426 shares; 2025Q4: 3,782 shares; 2026Q1: 14,299 shares; 2026Q2: 16,689 shares; 2026Q3: 15,763 shares 15,763 $1.54M 0.04% -926 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,756 shares; 2025Q1: 3,672 shares; 2025Q2: 3,098 shares; 2025Q3: 3,100 shares; 2025Q4: 3,076 shares; 2026Q1: 4,098 shares; 2026Q2: 4,722 shares; 2026Q3: 4,517 shares 4,517 $1.53M 0.04% -205 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,766 shares; 2025Q1: 1,727 shares; 2025Q2: 1,807 shares; 2025Q3: 2,184 shares; 2025Q4: 21,338 shares; 2026Q1: 24,674 shares; 2026Q2: 23,413 shares; 2026Q3: 21,689 shares 21,689 $1.51M 0.04% -1,724 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,087 shares; 2026Q2: 40,295 shares; 2026Q3: 35,279 shares 35,279 $1.49M 0.04% -5,016 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,637 shares; 2025Q1: 3,821 shares; 2025Q2: 3,639 shares; 2025Q3: 2,870 shares; 2025Q4: 2,825 shares; 2026Q1: 5,363 shares; 2026Q2: 5,553 shares; 2026Q3: 5,380 shares 5,380 $1.46M 0.04% -173 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96,696 shares; 2025Q1: 15,037 shares; 2025Q2: 15,110 shares; 2025Q3: 30,055 shares; 2025Q4: 32,972 shares; 2026Q1: 39,941 shares; 2026Q2: 41,075 shares; 2026Q3: 33,650 shares 33,650 $1.46M 0.04% -7,425 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,680 shares; 2025Q1: 2,722 shares; 2025Q2: 2,698 shares; 2025Q3: 2,844 shares; 2025Q4: 2,839 shares; 2026Q1: 5,316 shares; 2026Q2: 5,521 shares; 2026Q3: 5,264 shares 5,264 $1.45M 0.04% -257 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,763 shares; 2025Q1: 7,547 shares; 2025Q2: 8,787 shares; 2025Q3: 9,201 shares; 2025Q4: 17,208 shares; 2026Q1: 16,670 shares; 2026Q2: 16,062 shares; 2026Q3: 17,781 shares 17,781 $1.42M 0.04% +1,719 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,082 shares 23,082 $1.42M 0.04% new 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; 2024Q4: 597 shares; 2025Q1: 734 shares; 2025Q2: 941 shares; 2025Q3: 985 shares; 2025Q4: 971 shares; 2026Q1: 1,170 shares; 2026Q2: 1,367 shares; 2026Q3: 5,370 shares 5,370 $1.42M 0.04% +4,003 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,944 shares; 2025Q1: 44,257 shares; 2025Q2: 27,024 shares; 2025Q3: 28,644 shares; 2025Q4: 27,549 shares; 2026Q1: 29,998 shares; 2026Q2: 31,699 shares; 2026Q3: 32,110 shares 32,110 $1.41M 0.04% +411 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,359 shares; 2025Q1: 34,769 shares; 2025Q2: 35,726 shares; 2025Q3: 36,503 shares; 2025Q4: 20,903 shares; 2026Q1: 22,630 shares; 2026Q2: 21,088 shares; 2026Q3: 21,024 shares 21,024 $1.4M 0.04% -64 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,518 shares; 2025Q1: 9,478 shares; 2025Q2: 10,418 shares; 2025Q3: 10,617 shares; 2025Q4: 9,591 shares; 2026Q1: 58,169 shares; 2026Q2: 85,456 shares; 2026Q3: 63,784 shares 63,784 $1.39M 0.04% -21,672 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,320 shares; 2025Q2: 9,504 shares; 2025Q3: 9,508 shares; 2025Q4: 19,020 shares; 2026Q1: 20,025 shares; 2026Q2: 20,032 shares; 2026Q3: 20,038 shares 20,038 $1.39M 0.04% +6 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,163 shares; 2025Q1: 6,195 shares; 2025Q2: 6,218 shares; 2025Q3: 6,294 shares; 2025Q4: 6,242 shares; 2026Q1: 6,262 shares; 2026Q2: 6,413 shares; 2026Q3: 6,129 shares 6,129 $1.36M 0.04% -284 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,658 shares; 2026Q2: 7,658 shares; 2026Q3: 32,098 shares 32,098 $1.34M 0.04% +24,440 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,651 shares; 2026Q2: 3,772 shares; 2026Q3: 5,779 shares 5,779 $1.34M 0.04% +2,007 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,817 shares; 2026Q2: 3,003 shares; 2026Q3: 3,005 shares 3,005 $1.34M 0.04% +2 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,874 shares; 2025Q1: 14,702 shares; 2025Q2: 15,358 shares; 2025Q3: 16,580 shares; 2025Q4: 17,158 shares; 2026Q1: 16,299 shares; 2026Q2: 16,497 shares; 2026Q3: 17,012 shares 17,012 $1.33M 0.04% +515 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,870 shares; 2026Q3: 8,557 shares 8,557 $1.33M 0.04% -313 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,731 shares; 2025Q1: 19,649 shares; 2025Q2: 19,474 shares; 2025Q3: 8,141 shares; 2025Q4: 5,520 shares; 2026Q1: 13,073 shares; 2026Q2: 15,733 shares; 2026Q3: 11,020 shares 11,020 $1.32M 0.04% -4,713 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,215 shares; 2025Q1: 13,215 shares; 2025Q2: 16,490 shares; 2025Q3: 16,507 shares; 2025Q4: 16,521 shares; 2026Q1: 21,225 shares; 2026Q2: 21,237 shares; 2026Q3: 19,777 shares 19,777 $1.31M 0.04% -1,460 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,438 shares; 2025Q1: 36,846 shares; 2025Q2: 38,089 shares; 2025Q3: 38,089 shares; 2025Q4: 38,089 shares; 2026Q1: 38,140 shares; 2026Q2: 40,186 shares; 2026Q3: 41,817 shares 41,817 $1.31M 0.04% +1,631 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; 2024Q4: 18,082 shares; 2025Q1: 18,211 shares; 2025Q2: 18,091 shares; 2025Q3: 15,941 shares; 2025Q4: 32,340 shares; 2026Q1: 21,526 shares; 2026Q2: 21,429 shares; 2026Q3: 21,320 shares 21,320 $1.31M 0.04% -109 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,210 shares; 2025Q1: 65,817 shares; 2025Q2: 57,698 shares; 2025Q3: 26,687 shares; 2025Q4: 26,165 shares; 2026Q1: 23,804 shares; 2026Q2: 24,218 shares; 2026Q3: 24,324 shares 24,324 $1.31M 0.04% +106 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,459 shares; 2025Q1: 7,659 shares; 2025Q2: 7,749 shares; 2025Q3: 7,927 shares; 2025Q4: 7,812 shares; 2026Q1: 9,143 shares; 2026Q2: 8,699 shares; 2026Q3: 9,152 shares 9,152 $1.3M 0.04% +453 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191 shares; 2025Q4: 225 shares; 2026Q1: 302 shares; 2026Q2: 4,040 shares; 2026Q3: 6,641 shares 6,641 $1.29M 0.04% +2,601 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,660 shares; 2025Q1: 12,936 shares; 2025Q2: 12,939 shares; 2025Q3: 14,418 shares; 2025Q4: 14,836 shares; 2026Q1: 14,838 shares; 2026Q2: 14,905 shares; 2026Q3: 17,639 shares 17,639 $1.29M 0.04% +2,734 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,133 shares; 2025Q1: 1,321 shares; 2025Q2: 1,082 shares; 2025Q3: 1,241 shares; 2025Q4: 1,372 shares; 2026Q1: 2,041 shares; 2026Q2: 1,516 shares; 2026Q3: 1,896 shares 1,896 $1.28M 0.04% +380 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,162 shares; 2025Q1: 12,603 shares; 2025Q2: 13,113 shares; 2025Q3: 13,227 shares; 2025Q4: 14,255 shares; 2026Q1: 14,473 shares; 2026Q2: 14,660 shares; 2026Q3: 16,035 shares 16,035 $1.27M 0.04% +1,375 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,075 shares; 2025Q1: 2,214 shares; 2025Q2: 2,378 shares; 2025Q3: 2,740 shares; 2025Q4: 2,861 shares; 2026Q1: 7,191 shares; 2026Q2: 7,031 shares; 2026Q3: 6,890 shares 6,890 $1.27M 0.04% -141 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 832 shares; 2025Q4: 917 shares; 2026Q1: 4,098 shares; 2026Q2: 4,431 shares; 2026Q3: 4,609 shares 4,609 $1.27M 0.04% +178 Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 31,000 shares; 2026Q1: 28,300 shares; 2026Q2: 28,300 shares; 2026Q3: 25,731 shares 25,731 $1.24M 0.03% -2,569 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,111 shares; 2026Q1: 1,240 shares; 2026Q2: 1,503 shares; 2026Q3: 5,309 shares 5,309 $1.24M 0.03% +3,806 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,754 shares; 2025Q1: 21,191 shares; 2025Q2: 21,712 shares; 2025Q3: 21,250 shares; 2025Q4: 21,033 shares; 2026Q1: 19,328 shares; 2026Q2: 19,068 shares; 2026Q3: 19,682 shares 19,682 $1.24M 0.03% +614 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,164 shares; 2025Q1: 13,792 shares; 2025Q2: 16,551 shares; 2025Q3: 18,092 shares; 2025Q4: 18,738 shares; 2026Q1: 21,591 shares; 2026Q2: 22,549 shares; 2026Q3: 18,380 shares 18,380 $1.24M 0.03% -4,169 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,955 shares; 2025Q1: 28,866 shares; 2025Q2: 27,955 shares; 2025Q3: 27,955 shares; 2025Q4: 27,955 shares; 2026Q1: 29,450 shares; 2026Q2: 29,646 shares; 2026Q3: 51,972 shares 51,972 $1.23M 0.03% +22,326 Timeline BSJQ 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,916 shares; 2026Q2: 44,710 shares; 2026Q3: 53,980 shares 53,980 $1.23M 0.03% +9,270 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,633 shares; 2026Q2: 21,737 shares; 2026Q3: 22,677 shares 22,677 $1.23M 0.03% +940 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,896 shares; 2025Q1: 2,916 shares; 2025Q2: 3,039 shares; 2025Q3: 3,267 shares; 2025Q4: 3,302 shares; 2026Q1: 6,108 shares; 2026Q2: 6,279 shares; 2026Q3: 5,919 shares 5,919 $1.21M 0.03% -360 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,341 shares; 2026Q1: 21,586 shares; 2026Q2: 23,959 shares; 2026Q3: 19,845 shares 19,845 $1.21M 0.03% -4,114 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,119 shares; 2025Q1: 1,299 shares; 2025Q2: 1,286 shares; 2025Q3: 1,348 shares; 2025Q4: 1,350 shares; 2026Q1: 1,584 shares; 2026Q2: 1,646 shares; 2026Q3: 1,789 shares 1,789 $1.2M 0.03% +143 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,911 shares; 2025Q1: 1,933 shares; 2025Q2: 2,256 shares; 2025Q3: 2,520 shares; 2025Q4: 2,480 shares; 2026Q1: 2,380 shares; 2026Q2: 2,865 shares; 2026Q3: 3,943 shares 3,943 $1.2M 0.03% +1,078 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,442 shares; 2026Q2: 2,636 shares; 2026Q3: 2,720 shares 2,720 $1.2M 0.03% +84 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,682 shares; 2025Q1: 91,682 shares; 2025Q2: 92,454 shares; 2025Q3: 117,064 shares; 2025Q4: 85,092 shares; 2026Q1: 31,889 shares; 2026Q2: 31,899 shares; 2026Q3: 37,889 shares 37,889 $1.18M 0.03% +5,990 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,675 shares; 2025Q1: 16,332 shares; 2025Q2: 16,353 shares; 2025Q3: 15,547 shares; 2025Q4: 15,618 shares; 2026Q1: 15,351 shares; 2026Q2: 15,283 shares; 2026Q3: 14,016 shares 14,016 $1.18M 0.03% -1,267 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,335 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,695 shares; 2026Q2: 7,318 shares; 2026Q3: 6,823 shares 6,823 $1.18M 0.03% -495 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,807 shares; 2025Q1: 14,982 shares; 2025Q2: 15,761 shares; 2025Q3: 9,130 shares; 2025Q4: 9,240 shares; 2026Q1: 8,513 shares; 2026Q2: 8,362 shares; 2026Q3: 10,191 shares 10,191 $1.18M 0.03% +1,829 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,084 shares; 2025Q1: 77,714 shares; 2025Q2: 83,335 shares; 2025Q3: 86,412 shares; 2025Q4: 86,976 shares; 2026Q1: 75,328 shares; 2026Q2: 77,580 shares; 2026Q3: 66,937 shares 66,937 $1.17M 0.03% -10,643 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; 2024Q4: 1,157 shares; 2025Q1: 1,415 shares; 2025Q2: 1,209 shares; 2025Q3: 1,615 shares; 2025Q4: 1,714 shares; 2026Q1: 1,663 shares; 2026Q2: 2,014 shares; 2026Q3: 2,922 shares 2,922 $1.16M 0.03% +908 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; 2024Q4: 10,394 shares; 2025Q1: 11,660 shares; 2025Q2: 11,489 shares; 2025Q3: 11,311 shares; 2025Q4: 11,312 shares; 2026Q1: 11,248 shares; 2026Q2: 11,248 shares; 2026Q3: 10,371 shares 10,371 $1.15M 0.03% -877 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 497 shares; 2025Q1: 523 shares; 2025Q2: 442 shares; 2025Q3: 453 shares; 2025Q4: 2,035 shares; 2026Q1: 9,336 shares; 2026Q2: 7,700 shares; 2026Q3: 8,520 shares 8,520 $1.14M 0.03% +820 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,141 shares; 2025Q1: 8,097 shares; 2025Q2: 8,216 shares; 2025Q3: 8,297 shares; 2025Q4: 7,944 shares; 2026Q1: 7,882 shares; 2026Q2: 11,312 shares; 2026Q3: 11,170 shares 11,170 $1.14M 0.03% -142 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,301 shares 13,301 $1.13M 0.03% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,496 shares; 2026Q2: 11,500 shares; 2026Q3: 11,201 shares 11,201 $1.13M 0.03% -299 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,782 shares; 2025Q1: 10,889 shares; 2025Q2: 11,140 shares; 2025Q3: 13,857 shares; 2025Q4: 15,501 shares; 2026Q1: 16,830 shares; 2026Q2: 16,867 shares; 2026Q3: 16,804 shares 16,804 $1.13M 0.03% -63 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,968 shares; 2025Q1: 9,941 shares; 2025Q2: 12,237 shares; 2025Q3: 13,311 shares; 2025Q4: 14,388 shares; 2026Q1: 17,617 shares; 2026Q2: 18,453 shares; 2026Q3: 19,406 shares 19,406 $1.12M 0.03% +953 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,973 shares; 2026Q2: 21,399 shares; 2026Q3: 24,331 shares 24,331 $1.12M 0.03% +2,932 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 658 shares; 2025Q2: 654 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,546 shares; 2026Q2: 5,141 shares; 2026Q3: 4,876 shares 4,876 $1.11M 0.03% -265 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,333 shares; 2025Q1: 7,386 shares; 2025Q2: 7,402 shares; 2025Q3: 7,178 shares; 2025Q4: 7,276 shares; 2026Q1: 6,942 shares; 2026Q2: 6,977 shares; 2026Q3: 11,333 shares 11,333 $1.1M 0.03% +4,356 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,161 shares; 2026Q2: 1,635 shares; 2026Q3: 2,034 shares 2,034 $1.09M 0.03% +399 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,671 shares; 2025Q1: 8,710 shares; 2025Q2: 8,779 shares; 2025Q3: 8,451 shares; 2025Q4: 8,460 shares; 2026Q1: 7,896 shares; 2026Q2: 7,859 shares; 2026Q3: 6,545 shares 6,545 $1.09M 0.03% -1,314 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,200 shares; 2025Q1: 1,225 shares; 2025Q2: 1,192 shares; 2025Q3: 1,257 shares; 2025Q4: 1,354 shares; 2026Q1: 1,735 shares; 2026Q2: 1,809 shares; 2026Q3: 2,080 shares 2,080 $1.09M 0.03% +271 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,896 shares; 2026Q2: 16,897 shares; 2026Q3: 16,666 shares 16,666 $1.08M 0.03% -231 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,056 shares; 2025Q1: 15,058 shares; 2025Q2: 26,092 shares; 2025Q3: 26,217 shares; 2025Q4: 26,430 shares; 2026Q1: 27,314 shares; 2026Q2: 26,492 shares; 2026Q3: 26,492 shares 26,492 $1.08M 0.03% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,250 shares; 2025Q1: 60,165 shares; 2025Q2: 46,513 shares; 2025Q3: 55,724 shares; 2025Q4: 48,106 shares; 2026Q1: 51,558 shares; 2026Q2: 56,743 shares; 2026Q3: 21,301 shares 21,301 $1.07M 0.03% -35,442 Timeline MKTN FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,234 shares; 2026Q3: 38,234 shares 38,234 $1.07M 0.03% 0 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,051 shares; 2025Q1: 26,051 shares; 2025Q2: 26,051 shares; 2025Q3: 26,051 shares; 2025Q4: 26,051 shares; 2026Q1: 26,051 shares; 2026Q2: 26,051 shares; 2026Q3: 26,051 shares 26,051 $1.06M 0.03% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,685 shares; 2026Q2: 3,728 shares; 2026Q3: 3,444 shares 3,444 $1.06M 0.03% -284 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,410 shares; 2025Q1: 1,460 shares; 2025Q2: 1,516 shares; 2025Q3: 1,456 shares; 2025Q4: 1,456 shares; 2026Q1: 2,394 shares; 2026Q2: 3,727 shares; 2026Q3: 4,103 shares 4,103 $1.06M 0.03% +376 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 24,995 shares 24,995 $1.06M 0.03% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,018 shares; 2025Q4: 9,359 shares; 2026Q1: 14,279 shares; 2026Q2: 14,489 shares; 2026Q3: 16,160 shares 16,160 $1.05M 0.03% +1,671 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,585 shares; 2026Q3: 16,192 shares 16,192 $1.03M 0.03% +2,607 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,480 shares; 2026Q2: 4,714 shares; 2026Q3: 4,862 shares 4,862 $1.02M 0.03% +148 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,396 shares; 2025Q1: 10,674 shares; 2025Q2: 12,907 shares; 2025Q3: 12,970 shares; 2025Q4: 9,698 shares; 2026Q1: 12,160 shares; 2026Q2: 12,766 shares; 2026Q3: 16,342 shares 16,342 $1.02M 0.03% +3,576 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,954 shares; 2025Q1: 60,801 shares; 2025Q2: 46,952 shares; 2025Q3: 55,653 shares; 2025Q4: 48,476 shares; 2026Q1: 51,374 shares; 2026Q2: 55,026 shares; 2026Q3: 20,516 shares 20,516 $1.02M 0.03% -34,510 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,131 shares; 2026Q2: 3,200 shares; 2026Q3: 3,554 shares 3,554 $1.01M 0.03% +354 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,494 shares; 2025Q1: 4,159 shares; 2025Q2: 4,755 shares; 2025Q3: 4,755 shares; 2025Q4: 4,755 shares; 2026Q1: 4,761 shares; 2026Q2: 5,586 shares; 2026Q3: 5,586 shares 5,586 $1.01M 0.03% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,372 shares; 2025Q1: 7,733 shares; 2025Q2: 7,812 shares; 2025Q3: 7,951 shares; 2025Q4: 8,037 shares; 2026Q1: 8,548 shares; 2026Q2: 9,759 shares; 2026Q3: 9,007 shares 9,007 $999K 0.03% -752 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,335 shares; 2025Q1: 35,539 shares; 2025Q2: 32,757 shares; 2025Q3: 32,861 shares; 2025Q4: 31,303 shares; 2026Q1: 35,331 shares; 2026Q2: 35,523 shares; 2026Q3: 35,723 shares 35,723 $996K 0.03% +200 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,769 shares; 2025Q3: 65,529 shares; 2025Q4: 61,311 shares; 2026Q1: 61,599 shares; 2026Q2: 52,010 shares; 2026Q3: 20,945 shares 20,945 $988K 0.03% -31,065 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,729 shares; 2025Q1: 22,564 shares; 2025Q2: 22,957 shares; 2025Q3: 21,456 shares; 2025Q4: 21,707 shares; 2026Q1: 21,007 shares; 2026Q2: 21,938 shares; 2026Q3: 21,247 shares 21,247 $988K 0.03% -691 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,712 shares; 2026Q2: 71,811 shares; 2026Q3: 27,147 shares 27,147 $987K 0.03% -44,664 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,332 shares; 2025Q2: 6,156 shares; 2025Q3: 6,317 shares; 2025Q4: 6,272 shares; 2026Q1: 11,986 shares; 2026Q2: 13,117 shares; 2026Q3: 14,367 shares 14,367 $984K 0.03% +1,250 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,994 shares; 2026Q2: 3,011 shares; 2026Q3: 2,924 shares 2,924 $981K 0.03% -87 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,401 shares; 2025Q1: 3,391 shares; 2025Q2: 5,745 shares; 2025Q3: 5,889 shares; 2025Q4: 5,550 shares; 2026Q1: 5,669 shares; 2026Q2: 6,297 shares; 2026Q3: 6,913 shares 6,913 $952K 0.03% +616 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,909 shares; 2025Q1: 96,806 shares; 2025Q2: 29,026 shares; 2025Q3: 27,526 shares; 2025Q4: 27,535 shares; 2026Q1: 27,906 shares; 2026Q2: 27,911 shares; 2026Q3: 27,919 shares 27,919 $950K 0.03% +8 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,609 shares; 2025Q1: 10,000 shares; 2025Q2: 10,064 shares; 2025Q3: 9,050 shares; 2025Q4: 8,947 shares; 2026Q1: 8,951 shares; 2026Q2: 9,125 shares; 2026Q3: 9,278 shares 9,278 $947K 0.03% +153 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,363 shares; 2025Q1: 1,068 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,057 shares; 2026Q1: 4,550 shares; 2026Q2: 4,659 shares; 2026Q3: 5,262 shares 5,262 $942K 0.03% +603 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,399 shares; 2025Q1: 2,805 shares; 2025Q2: 2,808 shares; 2025Q3: 2,893 shares; 2025Q4: 2,922 shares; 2026Q1: 3,278 shares; 2026Q2: 3,366 shares; 2026Q3: 3,309 shares 3,309 $936K 0.03% -57 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,778 shares; 2025Q1: 4,591 shares; 2025Q2: 4,697 shares; 2025Q3: 5,634 shares; 2025Q4: 5,326 shares; 2026Q1: 7,943 shares; 2026Q2: 10,153 shares; 2026Q3: 11,125 shares 11,125 $922K 0.03% +972 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,794 shares; 2025Q1: 11,000 shares; 2025Q2: 11,947 shares; 2025Q3: 14,823 shares; 2025Q4: 13,341 shares; 2026Q1: 26,926 shares; 2026Q2: 31,634 shares; 2026Q3: 24,159 shares 24,159 $916K 0.03% -7,475 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,998 shares; 2026Q3: 21,741 shares 21,741 $892K 0.02% +6,743 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,581 shares; 2025Q1: 19,826 shares; 2025Q2: 19,826 shares; 2025Q3: 19,826 shares; 2025Q4: 19,826 shares; 2026Q1: 19,826 shares; 2026Q2: 19,826 shares; 2026Q3: 19,826 shares 19,826 $884K 0.02% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,800 shares; 2025Q1: 36,139 shares; 2025Q2: 27,720 shares; 2025Q3: 27,939 shares; 2025Q4: 13,970 shares; 2026Q1: 11,958 shares; 2026Q2: 11,253 shares; 2026Q3: 11,263 shares 11,263 $872K 0.02% +10 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; 2024Q4: 4,789 shares; 2025Q1: 4,962 shares; 2025Q2: 4,788 shares; 2025Q3: 3,529 shares; 2025Q4: 3,167 shares; 2026Q1: 6,031 shares; 2026Q2: 8,656 shares; 2026Q3: 9,628 shares 9,628 $863K 0.02% +972 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,266 shares; 2025Q1: 3,762 shares; 2025Q2: 4,785 shares; 2025Q3: 4,932 shares; 2025Q4: 4,070 shares; 2026Q1: 4,001 shares; 2026Q2: 4,027 shares; 2026Q3: 8,422 shares 8,422 $861K 0.02% +4,395 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,048 shares; 2025Q1: 11,284 shares; 2025Q2: 10,685 shares; 2025Q3: 10,241 shares; 2025Q4: 11,134 shares; 2026Q1: 10,462 shares; 2026Q2: 10,347 shares; 2026Q3: 10,928 shares 10,928 $856K 0.02% +581 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,394 shares; 2025Q4: 30,769 shares; 2026Q1: 32,997 shares; 2026Q2: 39,619 shares; 2026Q3: 39,619 shares 39,619 $849K 0.02% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,392 shares; 2025Q1: 2,287 shares; 2025Q2: 2,287 shares; 2025Q3: 2,116 shares; 2025Q4: 2,106 shares; 2026Q1: 2,065 shares; 2026Q2: 1,826 shares; 2026Q3: 1,831 shares 1,831 $848K 0.02% +5 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 338 shares; 2025Q3: 444 shares; 2025Q4: 427 shares; 2026Q1: 599 shares; 2026Q2: 946 shares; 2026Q3: 940 shares 940 $846K 0.02% -6 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,365 shares; 2025Q1: 21,506 shares; 2025Q2: 15,257 shares; 2025Q3: 16,320 shares; 2025Q4: 16,574 shares; 2026Q1: 16,802 shares; 2026Q2: 16,677 shares; 2026Q3: 17,270 shares 17,270 $841K 0.02% +593 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,105 shares; 2025Q1: 16,436 shares; 2025Q2: 12,286 shares; 2025Q3: 12,408 shares; 2025Q4: 11,898 shares; 2026Q1: 11,687 shares; 2026Q2: 11,697 shares; 2026Q3: 11,927 shares 11,927 $837K 0.02% +230 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 366 shares; 2025Q1: not reported; 2025Q2: 352 shares; 2025Q3: 437 shares; 2025Q4: 474 shares; 2026Q1: 631 shares; 2026Q2: 651 shares; 2026Q3: 875 shares 875 $836K 0.02% +224 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,387 shares; 2025Q4: 14,387 shares; 2026Q1: 14,387 shares; 2026Q2: 14,387 shares; 2026Q3: 14,387 shares 14,387 $834K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,167 shares; 2025Q1: 2,952 shares; 2025Q2: 2,952 shares; 2025Q3: 3,008 shares; 2025Q4: 3,077 shares; 2026Q1: 2,944 shares; 2026Q2: 3,094 shares; 2026Q3: 3,511 shares 3,511 $834K 0.02% +417 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,585 shares; 2026Q2: 38,568 shares; 2026Q3: 17,028 shares 17,028 $834K 0.02% -21,540 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,658 shares; 2025Q1: 49,745 shares; 2025Q2: 49,784 shares; 2025Q3: 28,086 shares; 2025Q4: 28,122 shares; 2026Q1: 28,236 shares; 2026Q2: 28,251 shares; 2026Q3: 28,306 shares 28,306 $830K 0.02% +55 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,417 shares; 2026Q2: 17,866 shares; 2026Q3: 14,901 shares 14,901 $824K 0.02% -2,965 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,318 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: 1,401 shares; 2025Q4: 1,402 shares; 2026Q1: 1,424 shares; 2026Q2: 1,418 shares; 2026Q3: 3,771 shares 3,771 $823K 0.02% +2,353 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,056 shares; 2026Q3: 20,067 shares 20,067 $820K 0.02% +15,011 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,331 shares; 2025Q1: 15,625 shares; 2025Q2: 14,919 shares; 2025Q3: 14,967 shares; 2025Q4: 13,685 shares; 2026Q1: 11,648 shares; 2026Q2: 13,620 shares; 2026Q3: 16,013 shares 16,013 $817K 0.02% +2,393 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,842 shares; 2026Q2: 12,905 shares; 2026Q3: 12,905 shares 12,905 $817K 0.02% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,387 shares; 2025Q1: 8,330 shares; 2025Q2: 8,180 shares; 2025Q3: 8,219 shares; 2025Q4: 8,271 shares; 2026Q1: 8,065 shares; 2026Q2: 8,101 shares; 2026Q3: 8,133 shares 8,133 $816K 0.02% +32 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,665 shares; 2025Q1: 7,726 shares; 2025Q2: 7,649 shares; 2025Q3: 7,817 shares; 2025Q4: 7,953 shares; 2026Q1: 7,972 shares; 2026Q2: 8,088 shares; 2026Q3: 8,212 shares 8,212 $816K 0.02% +124 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,121 shares; 2025Q1: 4,122 shares; 2025Q2: 4,122 shares; 2025Q3: 4,123 shares; 2025Q4: 4,124 shares; 2026Q1: 4,563 shares; 2026Q2: 7,793 shares; 2026Q3: 9,803 shares 9,803 $814K 0.02% +2,010 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,493 shares; 2025Q1: 3,552 shares; 2025Q2: 3,486 shares; 2025Q3: 3,176 shares; 2025Q4: 3,120 shares; 2026Q1: 3,252 shares; 2026Q2: 3,403 shares; 2026Q3: 3,653 shares 3,653 $810K 0.02% +250 Timeline FMUN FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,798 shares; 2025Q3: 12,411 shares; 2025Q4: 12,431 shares; 2026Q1: 14,800 shares; 2026Q2: 14,840 shares; 2026Q3: 17,281 shares 17,281 $809K 0.02% +2,441 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,507 shares; 2025Q1: 8,694 shares; 2025Q2: 8,906 shares; 2025Q3: 9,068 shares; 2025Q4: 7,619 shares; 2026Q1: 9,476 shares; 2026Q2: 10,203 shares; 2026Q3: 9,458 shares 9,458 $807K 0.02% -745 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 776 shares; 2025Q2: 921 shares; 2025Q3: 984 shares; 2025Q4: 1,056 shares; 2026Q1: 1,883 shares; 2026Q2: 1,941 shares; 2026Q3: 2,259 shares 2,259 $806K 0.02% +318 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,480 shares; 2025Q1: 10,622 shares; 2025Q2: 10,996 shares; 2025Q3: 17,404 shares; 2025Q4: 21,525 shares; 2026Q1: 23,433 shares; 2026Q2: 21,262 shares; 2026Q3: 21,562 shares 21,562 $804K 0.02% +300 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,842 shares; 2026Q2: 9,966 shares; 2026Q3: 9,870 shares 9,870 $800K 0.02% -96 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,091 shares; 2025Q1: 3,362 shares; 2025Q2: 3,106 shares; 2025Q3: 5,109 shares; 2025Q4: 5,069 shares; 2026Q1: 4,718 shares; 2026Q2: 4,299 shares; 2026Q3: 4,362 shares 4,362 $800K 0.02% +63 Timeline CGMU 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; 2024Q4: 27,632 shares; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares; 2026Q3: 30,476 shares 30,476 $791K 0.02% +10,476 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,026 shares; 2025Q1: 1,176 shares; 2025Q2: 1,043 shares; 2025Q3: 1,001 shares; 2025Q4: 945 shares; 2026Q1: 1,465 shares; 2026Q2: 1,687 shares; 2026Q3: 1,745 shares 1,745 $778K 0.02% +58 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,036 shares; 2025Q1: 4,682 shares; 2025Q2: 4,655 shares; 2025Q3: 5,067 shares; 2025Q4: 5,481 shares; 2026Q1: 6,163 shares; 2026Q2: 6,378 shares; 2026Q3: 6,543 shares 6,543 $776K 0.02% +165 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 901 shares; 2025Q1: 988 shares; 2025Q2: 1,010 shares; 2025Q3: 1,008 shares; 2025Q4: 900 shares; 2026Q1: 1,119 shares; 2026Q2: 1,482 shares; 2026Q3: 1,904 shares 1,904 $774K 0.02% +422 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,357 shares; 2025Q1: 1,477 shares; 2025Q2: 1,379 shares; 2025Q3: 1,567 shares; 2025Q4: 1,690 shares; 2026Q1: 1,880 shares; 2026Q2: 2,959 shares; 2026Q3: 3,360 shares 3,360 $774K 0.02% +401 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 261,397 shares; 2025Q1: 14,843 shares; 2025Q2: 12,855 shares; 2025Q3: 9,045 shares; 2025Q4: 7,845 shares; 2026Q1: 18,814 shares; 2026Q2: 21,677 shares; 2026Q3: 21,477 shares 21,477 $767K 0.02% -200 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; 2024Q4: 477 shares; 2025Q1: 474 shares; 2025Q2: 484 shares; 2025Q3: 546 shares; 2025Q4: 615 shares; 2026Q1: 1,509 shares; 2026Q2: 1,980 shares; 2026Q3: 1,941 shares 1,941 $765K 0.02% -39 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,280 shares; 2025Q1: 4,089 shares; 2025Q2: 4,342 shares; 2025Q3: 5,584 shares; 2025Q4: 5,864 shares; 2026Q1: 6,441 shares; 2026Q2: 7,644 shares; 2026Q3: 4,105 shares 4,105 $764K 0.02% -3,539 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,433 shares; 2025Q1: 4,429 shares; 2025Q2: 4,429 shares; 2025Q3: 4,611 shares; 2025Q4: 4,611 shares; 2026Q1: 4,611 shares; 2026Q2: 4,676 shares; 2026Q3: 4,805 shares 4,805 $759K 0.02% +129 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,580 shares; 2025Q4: 2,713 shares; 2026Q1: 7,079 shares; 2026Q2: 8,975 shares; 2026Q3: 8,227 shares 8,227 $757K 0.02% -748 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,542 shares; 2025Q1: 1,648 shares; 2025Q2: 1,733 shares; 2025Q3: 1,740 shares; 2025Q4: 1,709 shares; 2026Q1: 1,857 shares; 2026Q2: 2,066 shares; 2026Q3: 2,326 shares 2,326 $757K 0.02% +260 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 194 shares; 2025Q1: 113 shares; 2025Q2: 114 shares; 2025Q3: 149 shares; 2025Q4: 136 shares; 2026Q1: 255 shares; 2026Q2: 256 shares; 2026Q3: 267 shares 267 $756K 0.02% +11 Timeline LIVN LIVANOVA PLC More: the full row for LIVANOVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,825 shares 9,825 $752K 0.02% new Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,847 shares; 2025Q1: 3,344 shares; 2025Q2: 3,592 shares; 2025Q3: 4,590 shares; 2025Q4: 4,592 shares; 2026Q1: 3,592 shares; 2026Q2: 6,969 shares; 2026Q3: 7,530 shares 7,530 $742K 0.02% +561 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,764 shares; 2025Q1: 5,927 shares; 2025Q2: 4,172 shares; 2025Q3: 4,216 shares; 2025Q4: 3,210 shares; 2026Q1: 3,508 shares; 2026Q2: 3,781 shares; 2026Q3: 4,723 shares 4,723 $740K 0.02% +942 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,029 shares; 2026Q2: 7,029 shares; 2026Q3: 7,020 shares 7,020 $734K 0.02% -9 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,016 shares; 2025Q2: 1,920 shares; 2025Q3: 2,187 shares; 2025Q4: 2,454 shares; 2026Q1: 2,886 shares; 2026Q2: 3,096 shares; 2026Q3: 3,290 shares 3,290 $731K 0.02% +194 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,449 shares; 2026Q2: 5,860 shares; 2026Q3: 5,360 shares 5,360 $731K 0.02% -500 Timeline FAB 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; 2024Q4: 7,185 shares; 2025Q1: 7,198 shares; 2025Q2: 7,219 shares; 2025Q3: 7,243 shares; 2025Q4: 7,275 shares; 2026Q1: 7,296 shares; 2026Q2: 7,315 shares; 2026Q3: 7,346 shares 7,346 $725K 0.02% +31 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; 2024Q4: 8,186 shares; 2025Q1: 8,186 shares; 2025Q2: 8,186 shares; 2025Q3: 8,186 shares; 2025Q4: 8,264 shares; 2026Q1: 8,245 shares; 2026Q2: 8,245 shares; 2026Q3: 8,094 shares 8,094 $721K 0.02% -151 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,619 shares; 2025Q1: 2,393 shares; 2025Q2: 2,931 shares; 2025Q3: 2,658 shares; 2025Q4: 2,963 shares; 2026Q1: 2,855 shares; 2026Q2: 3,019 shares; 2026Q3: 3,225 shares 3,225 $714K 0.02% +206 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,393 shares; 2026Q2: 1,394 shares; 2026Q3: 4,145 shares 4,145 $714K 0.02% +2,751 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,413 shares; 2025Q4: 1,412 shares; 2026Q1: 1,552 shares; 2026Q2: 1,670 shares; 2026Q3: 1,689 shares 1,689 $714K 0.02% +19 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,541 shares; 2025Q1: 4,189 shares; 2025Q2: 4,192 shares; 2025Q3: 3,862 shares; 2025Q4: 5,313 shares; 2026Q1: 5,015 shares; 2026Q2: 5,919 shares; 2026Q3: 6,058 shares 6,058 $713K 0.02% +139 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,069 shares; 2025Q1: 3,096 shares; 2025Q2: 3,156 shares; 2025Q3: 3,425 shares; 2025Q4: 3,484 shares; 2026Q1: 3,490 shares; 2026Q2: 3,477 shares; 2026Q3: 3,847 shares 3,847 $707K 0.02% +370 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,348 shares; 2025Q1: 19,348 shares; 2025Q2: 19,348 shares; 2025Q3: 19,348 shares; 2025Q4: 19,348 shares; 2026Q1: 19,348 shares; 2026Q2: 19,348 shares; 2026Q3: 16,483 shares 16,483 $707K 0.02% -2,865 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,685 shares; 2025Q4: 4,909 shares; 2026Q1: 3,374 shares; 2026Q2: 3,452 shares; 2026Q3: 3,412 shares 3,412 $707K 0.02% -40 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,401 shares; 2025Q1: 2,224 shares; 2025Q2: 2,234 shares; 2025Q3: 2,229 shares; 2025Q4: 2,229 shares; 2026Q1: 2,224 shares; 2026Q2: 1,952 shares; 2026Q3: 1,928 shares 1,928 $704K 0.02% -24 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,033 shares; 2025Q2: 6,071 shares; 2025Q3: 6,285 shares; 2025Q4: 6,537 shares; 2026Q1: 6,691 shares; 2026Q2: 7,300 shares; 2026Q3: 8,148 shares 8,148 $698K 0.02% +848 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,537 shares; 2025Q1: 11,443 shares; 2025Q2: 5,381 shares; 2025Q3: 3,984 shares; 2025Q4: 3,671 shares; 2026Q1: 22,031 shares; 2026Q2: 21,808 shares; 2026Q3: 19,695 shares 19,695 $697K 0.02% -2,113 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,764 shares; 2025Q1: 5,818 shares; 2025Q2: 6,080 shares; 2025Q3: 6,223 shares; 2025Q4: 6,075 shares; 2026Q1: 5,791 shares; 2026Q2: 5,882 shares; 2026Q3: 6,083 shares 6,083 $691K 0.02% +201 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,552 shares; 2025Q1: 18,687 shares; 2025Q2: 18,647 shares; 2025Q3: 23,850 shares; 2025Q4: 24,211 shares; 2026Q1: 24,391 shares; 2026Q2: 27,884 shares; 2026Q3: 28,203 shares 28,203 $689K 0.02% +319 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,929 shares; 2026Q2: 26,505 shares; 2026Q3: 9,089 shares 9,089 $687K 0.02% -17,416 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,236 shares; 2025Q2: 2,576 shares; 2025Q3: 2,635 shares; 2025Q4: 2,689 shares; 2026Q1: 2,849 shares; 2026Q2: 2,865 shares; 2026Q3: 2,907 shares 2,907 $686K 0.02% +42 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,224 shares; 2025Q1: 9,147 shares; 2025Q2: 12,115 shares; 2025Q3: 13,702 shares; 2025Q4: 13,740 shares; 2026Q1: 14,410 shares; 2026Q2: 14,572 shares; 2026Q3: 15,276 shares 15,276 $678K 0.02% +704 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,441 shares; 2025Q1: 23,404 shares; 2025Q2: 25,663 shares; 2025Q3: 28,959 shares; 2025Q4: 25,529 shares; 2026Q1: 22,690 shares; 2026Q2: 12,556 shares; 2026Q3: 13,317 shares 13,317 $676K 0.02% +761 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,911 shares 20,911 $676K 0.02% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,157 shares 19,157 $675K 0.02% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,862 shares; 2025Q1: 13,171 shares; 2025Q2: 13,651 shares; 2025Q3: 14,314 shares; 2025Q4: 14,982 shares; 2026Q1: 15,483 shares; 2026Q2: 14,805 shares; 2026Q3: 12,317 shares 12,317 $670K 0.02% -2,488 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 486 shares; 2025Q3: 498 shares; 2025Q4: 528 shares; 2026Q1: 602 shares; 2026Q2: 1,434 shares; 2026Q3: 1,482 shares 1,482 $670K 0.02% +48 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29,140 shares 29,140 $667K 0.02% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,129 shares 4,129 $664K 0.02% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,970 shares; 2025Q3: 10,970 shares; 2025Q4: 10,570 shares; 2026Q1: 20,537 shares; 2026Q2: 22,100 shares; 2026Q3: 29,716 shares 29,716 $663K 0.02% +7,616 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,818 shares; 2025Q3: 5,400 shares; 2025Q4: 5,454 shares; 2026Q1: 12,003 shares; 2026Q2: 11,802 shares; 2026Q3: 13,190 shares 13,190 $653K 0.02% +1,388 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; 2024Q4: 1,919 shares; 2025Q1: 2,028 shares; 2025Q2: 1,798 shares; 2025Q3: 1,811 shares; 2025Q4: 1,674 shares; 2026Q1: 4,028 shares; 2026Q2: 4,048 shares; 2026Q3: 4,288 shares 4,288 $652K 0.02% +240 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,271 shares; 2025Q1: 2,823 shares; 2025Q2: 2,433 shares; 2025Q3: 2,674 shares; 2025Q4: 2,875 shares; 2026Q1: 3,363 shares; 2026Q2: 3,758 shares; 2026Q3: 4,506 shares 4,506 $652K 0.02% +748 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,264 shares; 2025Q1: 20,673 shares; 2025Q2: 21,841 shares; 2025Q3: 19,934 shares; 2025Q4: 13,636 shares; 2026Q1: 13,560 shares; 2026Q2: 12,467 shares; 2026Q3: 12,144 shares 12,144 $648K 0.02% -323 Timeline ASST STRIVE INC More: the full row for STRIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,052 shares; 2026Q3: 22,002 shares 22,002 $647K 0.02% -2,050 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,064 shares; 2025Q1: 3,906 shares; 2025Q2: 3,720 shares; 2025Q3: 3,667 shares; 2025Q4: 3,693 shares; 2026Q1: 3,555 shares; 2026Q2: 3,590 shares; 2026Q3: 3,906 shares 3,906 $641K 0.02% +316 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 339 shares; 2025Q2: not reported; 2025Q3: 307 shares; 2025Q4: 320 shares; 2026Q1: 414 shares; 2026Q2: 438 shares; 2026Q3: 747 shares 747 $638K 0.02% +309 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; 2024Q4: 5,063 shares; 2025Q1: 5,227 shares; 2025Q2: 5,297 shares; 2025Q3: 6,171 shares; 2025Q4: 6,443 shares; 2026Q1: 6,165 shares; 2026Q2: 5,592 shares; 2026Q3: 5,896 shares 5,896 $634K 0.02% +304 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,353 shares; 2025Q1: 16,282 shares; 2025Q2: 17,035 shares; 2025Q3: 18,210 shares; 2025Q4: 18,324 shares; 2026Q1: 18,734 shares; 2026Q2: 19,580 shares; 2026Q3: 19,850 shares 19,850 $631K 0.02% +270 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,040 shares; 2026Q2: 4,867 shares; 2026Q3: 6,452 shares 6,452 $627K 0.02% +1,585 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,338 shares; 2025Q3: 55,615 shares; 2025Q4: 50,176 shares; 2026Q1: 50,916 shares; 2026Q2: 34,346 shares; 2026Q3: 14,234 shares 14,234 $626K 0.02% -20,112 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,293 shares; 2025Q4: 18,293 shares; 2026Q1: 18,293 shares; 2026Q2: 18,293 shares; 2026Q3: 18,293 shares 18,293 $620K 0.02% 0 Timeline BOIL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 31,000 shares 31,000 $609K 0.02% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,875 shares; 2025Q1: 4,684 shares; 2025Q2: 6,341 shares; 2025Q3: 6,496 shares; 2025Q4: 6,215 shares; 2026Q1: 6,587 shares; 2026Q2: 6,131 shares; 2026Q3: 6,602 shares 6,602 $608K 0.02% +471 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,690 shares; 2026Q2: 4,688 shares; 2026Q3: 4,688 shares 4,688 $600K 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,161 shares; 2025Q1: 4,165 shares; 2025Q2: 3,902 shares; 2025Q3: 3,905 shares; 2025Q4: 3,726 shares; 2026Q1: 3,708 shares; 2026Q2: 3,953 shares; 2026Q3: 3,725 shares 3,725 $597K 0.02% -228 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,202 shares; 2025Q1: 5,182 shares; 2025Q2: 4,025 shares; 2025Q3: 8,263 shares; 2025Q4: 6,999 shares; 2026Q1: 7,004 shares; 2026Q2: 7,011 shares; 2026Q3: 7,654 shares 7,654 $595K 0.02% +643 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,866 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,185 shares; 2026Q2: 17,632 shares; 2026Q3: 24,678 shares 24,678 $595K 0.02% +7,046 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,366 shares; 2025Q1: 3,086 shares; 2025Q2: 3,062 shares; 2025Q3: 3,703 shares; 2025Q4: 3,738 shares; 2026Q1: 3,524 shares; 2026Q2: 3,529 shares; 2026Q3: 3,531 shares 3,531 $595K 0.02% +2 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,774 shares; 2025Q1: 19,514 shares; 2025Q2: 20,415 shares; 2025Q3: 17,629 shares; 2025Q4: 17,269 shares; 2026Q1: 13,348 shares; 2026Q2: 13,347 shares; 2026Q3: 11,283 shares 11,283 $592K 0.02% -2,064 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,859 shares; 2025Q1: 8,163 shares; 2025Q2: 8,215 shares; 2025Q3: 7,579 shares; 2025Q4: 7,531 shares; 2026Q1: 5,866 shares; 2026Q2: 6,309 shares; 2026Q3: 6,936 shares 6,936 $588K 0.02% +627 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,640 shares; 2025Q1: 15,640 shares; 2025Q2: 15,640 shares; 2025Q3: 15,640 shares; 2025Q4: 15,640 shares; 2026Q1: 15,640 shares; 2026Q2: 15,640 shares; 2026Q3: 15,640 shares 15,640 $579K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,417 shares; 2025Q1: 3,533 shares; 2025Q2: 3,483 shares; 2025Q3: 3,059 shares; 2025Q4: 2,833 shares; 2026Q1: 3,557 shares; 2026Q2: 3,755 shares; 2026Q3: 3,903 shares 3,903 $579K 0.02% +148 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 937 shares; 2025Q3: 1,001 shares; 2025Q4: not reported; 2026Q1: 2,138 shares; 2026Q2: 3,128 shares; 2026Q3: 2,956 shares 2,956 $577K 0.02% -172 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,911 shares 10,911 $575K 0.02% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,199 shares; 2025Q1: 4,199 shares; 2025Q2: 4,199 shares; 2025Q3: 4,195 shares; 2025Q4: 4,195 shares; 2026Q1: 5,405 shares; 2026Q2: 5,402 shares; 2026Q3: 7,005 shares 7,005 $569K 0.02% +1,603 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 844 shares; 2026Q2: 1,196 shares; 2026Q3: 1,244 shares 1,244 $566K 0.02% +48 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,612 shares; 2025Q1: 1,638 shares; 2025Q2: 1,472 shares; 2025Q3: 1,818 shares; 2025Q4: 1,860 shares; 2026Q1: 1,898 shares; 2026Q2: 1,959 shares; 2026Q3: 2,090 shares 2,090 $565K 0.02% +131 Timeline ETHT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,300 shares; 2026Q1: 29,300 shares; 2026Q2: 29,300 shares; 2026Q3: 29,300 shares 29,300 $563K 0.02% 0 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,233 shares; 2026Q2: 26,573 shares; 2026Q3: 17,836 shares 17,836 $557K 0.02% -8,737 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 527 shares; 2026Q1: 660 shares; 2026Q2: 721 shares; 2026Q3: 861 shares 861 $553K 0.02% +140 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,426 shares; 2026Q2: 1,858 shares; 2026Q3: 2,808 shares 2,808 $552K 0.02% +950 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,049 shares; 2025Q1: 10,745 shares; 2025Q2: 9,486 shares; 2025Q3: 8,831 shares; 2025Q4: 8,686 shares; 2026Q1: 8,510 shares; 2026Q2: 8,302 shares; 2026Q3: 21,881 shares 21,881 $550K 0.02% +13,579 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,278 shares; 2026Q2: 13,737 shares; 2026Q3: 19,681 shares 19,681 $549K 0.02% +5,944 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,678 shares; 2026Q3: 1,995 shares 1,995 $546K 0.02% +317 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,458 shares; 2026Q3: 3,036 shares 3,036 $543K 0.02% +578 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,270 shares; 2025Q4: 4,340 shares; 2026Q1: 4,676 shares; 2026Q2: 5,976 shares; 2026Q3: 7,045 shares 7,045 $542K 0.02% +1,069 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,836 shares; 2026Q3: 7,152 shares 7,152 $542K 0.02% -2,684 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,092 shares; 2026Q2: 2,577 shares; 2026Q3: 3,518 shares 3,518 $541K 0.02% +941 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,832 shares 10,832 $538K 0.02% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,999 shares; 2025Q1: 3,964 shares; 2025Q2: 3,879 shares; 2025Q3: 3,468 shares; 2025Q4: 3,619 shares; 2026Q1: 3,785 shares; 2026Q2: 3,873 shares; 2026Q3: 3,621 shares 3,621 $536K 0.01% -252 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,220 shares; 2025Q1: 8,065 shares; 2025Q2: 7,688 shares; 2025Q3: 7,011 shares; 2025Q4: 7,046 shares; 2026Q1: 7,099 shares; 2026Q2: 6,622 shares; 2026Q3: 6,620 shares 6,620 $534K 0.01% -2 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 17,879 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,028 shares; 2026Q2: 27,801 shares; 2026Q3: 22,482 shares 22,482 $531K 0.01% -5,319 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 793 shares; 2025Q1: 793 shares; 2025Q2: 794 shares; 2025Q3: 937 shares; 2025Q4: 995 shares; 2026Q1: 1,042 shares; 2026Q2: 1,076 shares; 2026Q3: 1,053 shares 1,053 $531K 0.01% -23 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,313 shares; 2025Q1: 1,109 shares; 2025Q2: 1,226 shares; 2025Q3: 1,307 shares; 2025Q4: 1,584 shares; 2026Q1: 1,727 shares; 2026Q2: 1,832 shares; 2026Q3: 1,856 shares 1,856 $529K 0.01% +24 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,840 shares; 2025Q1: 6,864 shares; 2025Q2: 6,785 shares; 2025Q3: 6,809 shares; 2025Q4: 6,570 shares; 2026Q1: 6,916 shares; 2026Q2: 7,490 shares; 2026Q3: 7,251 shares 7,251 $528K 0.01% -239 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 35,019 shares; 2026Q2: 35,019 shares; 2026Q3: 35,019 shares 35,019 $527K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,268 shares; 2026Q2: 8,751 shares; 2026Q3: 11,426 shares 11,426 $526K 0.01% +2,675 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,819 shares; 2025Q1: 4,828 shares; 2025Q2: 5,242 shares; 2025Q3: 5,196 shares; 2025Q4: 4,989 shares; 2026Q1: 4,989 shares; 2026Q2: 4,989 shares; 2026Q3: 4,989 shares 4,989 $525K 0.01% 0 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,134 shares; 2025Q1: 13,833 shares; 2025Q2: 13,888 shares; 2025Q3: 13,945 shares; 2025Q4: 14,089 shares; 2026Q1: 13,978 shares; 2026Q2: 16,238 shares; 2026Q3: 16,410 shares 16,410 $521K 0.01% +172 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,873 shares 9,873 $520K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,427 shares; 2025Q1: 2,904 shares; 2025Q2: 3,207 shares; 2025Q3: 2,990 shares; 2025Q4: 3,173 shares; 2026Q1: 3,075 shares; 2026Q2: 3,182 shares; 2026Q3: 3,482 shares 3,482 $518K 0.01% +300 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,345 shares; 2026Q2: 9,345 shares; 2026Q3: 10,035 shares 10,035 $516K 0.01% +690 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,504 shares; 2026Q2: 7,527 shares; 2026Q3: 8,130 shares 8,130 $515K 0.01% +603 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,980 shares; 2026Q3: 10,048 shares 10,048 $508K 0.01% +1,068 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,384 shares; 2025Q1: 6,476 shares; 2025Q2: 6,535 shares; 2025Q3: 6,661 shares; 2025Q4: 6,404 shares; 2026Q1: 6,410 shares; 2026Q2: 4,433 shares; 2026Q3: 4,518 shares 4,518 $505K 0.01% +85 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,742 shares; 2025Q1: 11,146 shares; 2025Q2: 17,269 shares; 2025Q3: 17,269 shares; 2025Q4: 17,269 shares; 2026Q1: 17,269 shares; 2026Q2: 17,269 shares; 2026Q3: 17,269 shares 17,269 $501K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 662 shares; 2025Q1: 914 shares; 2025Q2: 930 shares; 2025Q3: 1,008 shares; 2025Q4: 956 shares; 2026Q1: 965 shares; 2026Q2: 1,005 shares; 2026Q3: 1,035 shares 1,035 $500K 0.01% +30 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 427 shares; 2025Q1: 507 shares; 2025Q2: 984 shares; 2025Q3: 1,229 shares; 2025Q4: 1,292 shares; 2026Q1: 811 shares; 2026Q2: 971 shares; 2026Q3: 1,098 shares 1,098 $499K 0.01% +127 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,743 shares; 2025Q1: 3,314 shares; 2025Q2: 3,341 shares; 2025Q3: 3,363 shares; 2025Q4: 3,338 shares; 2026Q1: 3,205 shares; 2026Q2: 2,988 shares; 2026Q3: 2,824 shares 2,824 $495K 0.01% -164 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,206 shares; 2025Q1: 1,307 shares; 2025Q2: 1,272 shares; 2025Q3: 1,950 shares; 2025Q4: 3,264 shares; 2026Q1: 3,453 shares; 2026Q2: 3,149 shares; 2026Q3: 1,559 shares 1,559 $495K 0.01% -1,590 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,156 shares; 2026Q3: 1,453 shares 1,453 $493K 0.01% +297 Timeline RSSE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,038 shares; 2026Q1: 21,182 shares; 2026Q2: 21,182 shares; 2026Q3: 21,182 shares 21,182 $492K 0.01% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,988 shares; 2026Q3: 13,051 shares 13,051 $491K 0.01% +63 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,823 shares; 2025Q1: 6,823 shares; 2025Q2: 6,843 shares; 2025Q3: 6,843 shares; 2025Q4: 6,855 shares; 2026Q1: 6,855 shares; 2026Q2: 6,855 shares; 2026Q3: 6,855 shares 6,855 $488K 0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,678 shares; 2026Q3: 26,004 shares 26,004 $487K 0.01% +326 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,928 shares; 2025Q1: 1,642 shares; 2025Q2: 1,616 shares; 2025Q3: 1,721 shares; 2025Q4: 1,748 shares; 2026Q1: 1,824 shares; 2026Q2: 1,874 shares; 2026Q3: 1,830 shares 1,830 $486K 0.01% -44 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,208 shares; 2025Q1: 1,914 shares; 2025Q2: 2,169 shares; 2025Q3: 2,321 shares; 2025Q4: 2,680 shares; 2026Q1: 2,196 shares; 2026Q2: 2,345 shares; 2026Q3: 2,646 shares 2,646 $486K 0.01% +301 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,233 shares; 2025Q1: 1,308 shares; 2025Q2: 1,401 shares; 2025Q3: 1,515 shares; 2025Q4: 1,683 shares; 2026Q1: 2,015 shares; 2026Q2: 2,047 shares; 2026Q3: 2,110 shares 2,110 $484K 0.01% +63 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,571 shares; 2026Q3: 3,482 shares 3,482 $472K 0.01% +1,911 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,426 shares; 2026Q3: 29,999 shares 29,999 $472K 0.01% +573 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,123 shares; 2026Q2: 3,116 shares; 2026Q3: 3,633 shares 3,633 $468K 0.01% +517 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,069 shares; 2026Q2: 1,094 shares; 2026Q3: 1,917 shares 1,917 $463K 0.01% +823 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 886 shares; 2026Q1: not reported; 2026Q2: 948 shares; 2026Q3: 1,119 shares 1,119 $462K 0.01% +171 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,530 shares; 2026Q2: 4,654 shares; 2026Q3: 3,974 shares 3,974 $462K 0.01% -680 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 823 shares; 2026Q2: 1,088 shares; 2026Q3: 1,391 shares 1,391 $459K 0.01% +303 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 299 shares; 2025Q4: not reported; 2026Q1: 471 shares; 2026Q2: 746 shares; 2026Q3: 940 shares 940 $458K 0.01% +194 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,453 shares; 2026Q3: 9,144 shares 9,144 $458K 0.01% -6,309 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 18,806 shares; 2025Q2: 19,451 shares; 2025Q3: 20,680 shares; 2025Q4: 20,204 shares; 2026Q1: 19,838 shares; 2026Q2: 30,452 shares; 2026Q3: 37,876 shares 37,876 $457K 0.01% +7,424 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,521 shares 4,521 $456K 0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 706 shares; 2026Q3: 1,587 shares 1,587 $455K 0.01% +881 Timeline