NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,338,035 shares; 2024Q4: 1,302,656 shares; 2025Q1: 1,275,380 shares; 2025Q2: 1,268,366 shares; 2025Q3: 1,275,194 shares; 2025Q4: 1,390,053 shares; 2026Q1: 1,356,572 shares; 2026Q2: 1,357,879 shares 1,357,879 $272M 4.76% +1,307 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 814,379 shares; 2024Q4: 815,428 shares; 2025Q1: 814,440 shares; 2025Q2: 813,411 shares; 2025Q3: 792,020 shares; 2025Q4: 979,816 shares; 2026Q1: 855,552 shares; 2026Q2: 861,390 shares 861,390 $249M 4.37% +5,838 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635,153 shares; 2024Q4: 624,839 shares; 2025Q1: 645,237 shares; 2025Q2: 651,507 shares; 2025Q3: 609,028 shares; 2025Q4: 686,132 shares; 2026Q1: 643,356 shares; 2026Q2: 647,049 shares 647,049 $241M 4.23% +3,693 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,292,858 shares; 2024Q4: 2,268,679 shares; 2025Q1: 2,234,468 shares; 2025Q2: 2,200,405 shares; 2025Q3: 2,189,030 shares; 2025Q4: 2,261,770 shares; 2026Q1: 2,258,978 shares; 2026Q2: 2,307,217 shares 2,307,217 $240M 4.2% +48,239 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 529,931 shares; 2024Q4: 528,262 shares; 2025Q1: 541,667 shares; 2025Q2: 557,930 shares; 2025Q3: 563,504 shares; 2025Q4: 765,825 shares; 2026Q1: 673,535 shares; 2026Q2: 653,239 shares 653,239 $198M 3.47% -20,296 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621,584 shares; 2024Q4: 611,886 shares; 2025Q1: 608,344 shares; 2025Q2: 606,867 shares; 2025Q3: 604,536 shares; 2025Q4: 671,032 shares; 2026Q1: 642,571 shares; 2026Q2: 645,446 shares 645,446 $154M 2.69% +2,875 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,148,016 shares; 2024Q4: 2,131,632 shares; 2025Q1: 2,102,362 shares; 2025Q2: 2,093,716 shares; 2025Q3: 2,076,732 shares; 2025Q4: 2,416,439 shares; 2026Q1: 2,485,963 shares; 2026Q2: 2,538,203 shares 2,538,203 $152M 2.65% +52,240 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,592,315 shares; 2024Q4: 1,587,884 shares; 2025Q1: 1,641,452 shares; 2025Q2: 1,691,938 shares; 2025Q3: 1,711,617 shares; 2025Q4: 1,787,803 shares; 2026Q1: 1,797,937 shares; 2026Q2: 1,821,548 shares 1,821,548 $140M 2.46% +23,611 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,903,943 shares; 2024Q4: 1,864,742 shares; 2025Q1: 1,836,739 shares; 2025Q2: 1,811,109 shares; 2025Q3: 1,798,505 shares; 2025Q4: 1,822,448 shares; 2026Q1: 1,839,884 shares; 2026Q2: 1,903,904 shares 1,903,904 $136M 2.38% +64,020 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,817 shares; 2024Q4: 292,623 shares; 2025Q1: 299,342 shares; 2025Q2: 303,669 shares; 2025Q3: 303,970 shares; 2025Q4: 328,627 shares; 2026Q1: 318,344 shares; 2026Q2: 327,319 shares 327,319 $116M 2.03% +8,975 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,858 shares; 2024Q4: 290,943 shares; 2025Q1: 292,179 shares; 2025Q2: 286,337 shares; 2025Q3: 285,576 shares; 2025Q4: 363,083 shares; 2026Q1: 318,816 shares; 2026Q2: 311,229 shares 311,229 $111M 1.95% -7,587 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,878 shares; 2024Q4: 90,256 shares; 2025Q1: 87,147 shares; 2025Q2: 85,341 shares; 2025Q3: 84,051 shares; 2025Q4: 103,516 shares; 2026Q1: 93,356 shares; 2026Q2: 92,643 shares 92,643 $111M 1.95% -713 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,832 shares; 2024Q4: 202,183 shares; 2025Q1: 208,771 shares; 2025Q2: 214,442 shares; 2025Q3: 216,694 shares; 2025Q4: 223,021 shares; 2026Q1: 224,148 shares; 2026Q2: 228,374 shares 228,374 $90M 1.58% +4,226 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,812 shares; 2024Q4: 302,573 shares; 2025Q1: 299,541 shares; 2025Q2: 297,568 shares; 2025Q3: 295,818 shares; 2025Q4: 321,602 shares; 2026Q1: 275,805 shares; 2026Q2: 274,631 shares 274,631 $89.9M 1.57% -1,174 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 235,003 shares; 2025Q1: 221,426 shares; 2025Q2: 217,038 shares; 2025Q3: 207,936 shares; 2025Q4: 304,534 shares; 2026Q1: 221,434 shares; 2026Q2: 205,801 shares 205,801 $89.2M 1.56% -15,633 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353,739 shares; 2024Q4: 353,722 shares; 2025Q1: 360,059 shares; 2025Q2: 369,883 shares; 2025Q3: 374,531 shares; 2025Q4: 386,692 shares; 2026Q1: 390,279 shares; 2026Q2: 397,941 shares 397,941 $88M 1.54% +7,662 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 703,822 shares; 2024Q4: 690,136 shares; 2025Q1: 1,099,429 shares; 2025Q2: 1,517,236 shares; 2025Q3: 1,508,713 shares; 2025Q4: 1,457,143 shares; 2026Q1: 1,463,406 shares; 2026Q2: 1,489,697 shares 1,489,697 $87.9M 1.54% +26,291 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,548 shares; 2024Q4: 92,718 shares; 2025Q1: 91,973 shares; 2025Q2: 91,829 shares; 2025Q3: 89,070 shares; 2025Q4: 91,034 shares; 2026Q1: 88,436 shares; 2026Q2: 90,596 shares 90,596 $84.8M 1.48% +2,160 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,711 shares; 2024Q4: 15,608 shares; 2025Q1: 52,626 shares; 2025Q2: 135,542 shares; 2025Q3: 176,863 shares; 2025Q4: 186,902 shares; 2026Q1: 203,506 shares; 2026Q2: 206,427 shares 206,427 $78M 1.37% +2,921 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,604 shares; 2024Q4: 158,953 shares; 2025Q1: 158,614 shares; 2025Q2: 143,081 shares; 2025Q3: 141,812 shares; 2025Q4: 149,371 shares; 2026Q1: 153,713 shares; 2026Q2: 152,894 shares 152,894 $76.5M 1.34% -819 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,998 shares; 2024Q4: 203,716 shares; 2025Q1: 200,688 shares; 2025Q2: 201,719 shares; 2025Q3: 200,308 shares; 2025Q4: 203,025 shares; 2026Q1: 200,601 shares; 2026Q2: 202,780 shares 202,780 $69.6M 1.22% +2,179 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,864 shares; 2024Q4: 105,345 shares; 2025Q1: 110,761 shares; 2025Q2: 110,260 shares; 2025Q3: 110,626 shares; 2025Q4: 131,450 shares; 2026Q1: 121,934 shares; 2026Q2: 121,778 shares 121,778 $68.6M 1.2% -156 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,667 shares; 2024Q4: 67,167 shares; 2025Q1: 67,532 shares; 2025Q2: 68,154 shares; 2025Q3: 68,917 shares; 2025Q4: 71,597 shares; 2026Q1: 60,596 shares; 2026Q2: 63,457 shares 63,457 $67.6M 1.18% +2,861 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,056 shares; 2024Q4: 172,220 shares; 2025Q1: 169,746 shares; 2025Q2: 169,270 shares; 2025Q3: 169,119 shares; 2025Q4: 172,361 shares; 2026Q1: 174,550 shares; 2026Q2: 187,888 shares 187,888 $64.1M 1.12% +13,338 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,665 shares; 2024Q4: 326,046 shares; 2025Q1: 245,700 shares; 2025Q2: 244,111 shares; 2025Q3: 243,589 shares; 2025Q4: 284,280 shares; 2026Q1: 251,502 shares; 2026Q2: 259,924 shares 259,924 $63M 1.1% +8,422 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,624 shares; 2024Q4: 110,031 shares; 2025Q1: 107,728 shares; 2025Q2: 113,274 shares; 2025Q3: 111,052 shares; 2025Q4: 119,684 shares; 2026Q1: 117,622 shares; 2026Q2: 506,793 shares 506,793 $62.9M 1.1% +389,171 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,737 shares; 2024Q4: 82,150 shares; 2025Q1: 82,255 shares; 2025Q2: 81,134 shares; 2025Q3: 81,683 shares; 2025Q4: 83,127 shares; 2026Q1: 82,748 shares; 2026Q2: 82,648 shares 82,648 $59.8M 1.05% -100 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,520 shares; 2024Q4: 287,763 shares; 2025Q1: 288,810 shares; 2025Q2: 288,064 shares; 2025Q3: 289,926 shares; 2025Q4: 295,948 shares; 2026Q1: 289,736 shares; 2026Q2: 283,722 shares 283,722 $59.3M 1.04% -6,014 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614,997 shares; 2024Q4: 620,112 shares; 2025Q1: 635,070 shares; 2025Q2: 654,268 shares; 2025Q3: 661,290 shares; 2025Q4: 684,261 shares; 2026Q1: 689,676 shares; 2026Q2: 519,161 shares 519,161 $57.3M 1% -170,515 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,004 shares; 2024Q4: 162,553 shares; 2025Q1: 164,142 shares; 2025Q2: 165,723 shares; 2025Q3: 166,611 shares; 2025Q4: 158,440 shares; 2026Q1: 159,809 shares; 2026Q2: 162,359 shares 162,359 $55.8M 0.98% +2,550 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 996,539 shares; 2024Q4: 1,008,412 shares; 2025Q1: 671,252 shares; 2025Q2: 668,002 shares; 2025Q3: 672,866 shares; 2025Q4: 645,628 shares; 2026Q1: 640,610 shares; 2026Q2: 623,005 shares 623,005 $54.7M 0.96% -17,605 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 481,594 shares; 2024Q4: 481,822 shares; 2025Q1: 478,264 shares; 2025Q2: 473,776 shares; 2025Q3: 469,349 shares; 2025Q4: 477,576 shares; 2026Q1: 469,041 shares; 2026Q2: 461,916 shares 461,916 $54.3M 0.95% -7,125 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 801,798 shares; 2024Q4: 800,648 shares; 2025Q1: 768,830 shares; 2025Q2: 768,830 shares; 2025Q3: 768,830 shares; 2025Q4: 768,830 shares; 2026Q1: 768,830 shares; 2026Q2: 768,830 shares 768,830 $47.5M 0.83% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395,608 shares; 2024Q4: 402,520 shares; 2025Q1: 398,569 shares; 2025Q2: 396,949 shares; 2025Q3: 402,047 shares; 2025Q4: 409,667 shares; 2026Q1: 392,907 shares; 2026Q2: 387,161 shares 387,161 $43.8M 0.77% -5,746 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,732 shares; 2024Q4: 70,626 shares; 2025Q1: 68,532 shares; 2025Q2: 68,132 shares; 2025Q3: 68,207 shares; 2025Q4: 95,869 shares; 2026Q1: 81,678 shares; 2026Q2: 78,282 shares 78,282 $40.6M 0.71% -3,396 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,310 shares; 2025Q2: 172,506 shares; 2025Q3: 175,389 shares; 2025Q4: 170,347 shares; 2026Q1: 174,485 shares; 2026Q2: 190,488 shares 190,488 $40.5M 0.71% +16,003 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,277 shares; 2024Q4: 143,677 shares; 2025Q1: 145,755 shares; 2025Q2: 147,483 shares; 2025Q3: 148,452 shares; 2025Q4: 154,856 shares; 2026Q1: 162,236 shares; 2026Q2: 155,460 shares 155,460 $40.5M 0.71% -6,776 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; 2024Q3: 520,277 shares; 2024Q4: 532,837 shares; 2025Q1: 545,884 shares; 2025Q2: 548,651 shares; 2025Q3: 537,405 shares; 2025Q4: 513,513 shares; 2026Q1: 514,947 shares; 2026Q2: 523,833 shares 523,833 $40.2M 0.7% +8,886 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,575 shares; 2024Q4: 116,376 shares; 2025Q1: 118,061 shares; 2025Q2: 124,368 shares; 2025Q3: 125,250 shares; 2025Q4: 188,631 shares; 2026Q1: 160,944 shares; 2026Q2: 158,087 shares 158,087 $40.1M 0.7% -2,857 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 729,480 shares; 2024Q4: 743,852 shares; 2025Q1: 747,731 shares; 2025Q2: 698,559 shares; 2025Q3: 690,842 shares; 2025Q4: 706,499 shares; 2026Q1: 684,384 shares; 2026Q2: 690,617 shares 690,617 $39.4M 0.69% +6,233 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; 2024Q3: 133,298 shares; 2024Q4: 136,732 shares; 2025Q1: 136,535 shares; 2025Q2: 130,115 shares; 2025Q3: 125,918 shares; 2025Q4: 125,051 shares; 2026Q1: 127,730 shares; 2026Q2: 128,603 shares 128,603 $38.3M 0.67% +873 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,958 shares; 2024Q4: 227,486 shares; 2025Q1: 232,384 shares; 2025Q2: 235,058 shares; 2025Q3: 236,619 shares; 2025Q4: 240,319 shares; 2026Q1: 247,050 shares; 2026Q2: 250,932 shares 250,932 $36.7M 0.64% +3,882 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,934 shares; 2024Q4: 33,045 shares; 2025Q1: 33,536 shares; 2025Q2: 34,035 shares; 2025Q3: 34,426 shares; 2025Q4: 35,782 shares; 2026Q1: 35,303 shares; 2026Q2: 35,965 shares 35,965 $35.2M 0.62% +662 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,077 shares; 2024Q4: 36,941 shares; 2025Q1: 35,858 shares; 2025Q2: 36,683 shares; 2025Q3: 36,968 shares; 2025Q4: 240,746 shares; 2026Q1: 133,502 shares; 2026Q2: 114,350 shares 114,350 $34.4M 0.6% -19,152 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,357 shares; 2024Q4: 8,511 shares; 2025Q1: 7,693 shares; 2025Q2: 4,845 shares; 2025Q3: 4,451 shares; 2025Q4: 4,421 shares; 2026Q1: 19,724 shares; 2026Q2: 29,632 shares 29,632 $34.2M 0.6% +9,908 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,144 shares; 2024Q4: 55,629 shares; 2025Q1: 59,003 shares; 2025Q2: 62,475 shares; 2025Q3: 58,846 shares; 2025Q4: 67,053 shares; 2026Q1: 71,801 shares; 2026Q2: 76,644 shares 76,644 $32.2M 0.56% +4,843 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,876 shares; 2026Q1: 43,877 shares; 2026Q2: 43,980 shares 43,980 $31.7M 0.55% +103 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,350 shares; 2024Q4: 210,260 shares; 2025Q1: 210,227 shares; 2025Q2: 210,665 shares; 2025Q3: 211,805 shares; 2025Q4: 205,362 shares; 2026Q1: 207,650 shares; 2026Q2: 210,367 shares 210,367 $30.8M 0.54% +2,717 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,575 shares; 2024Q4: 76,526 shares; 2025Q1: 75,935 shares; 2025Q2: 75,263 shares; 2025Q3: 74,982 shares; 2025Q4: 105,559 shares; 2026Q1: 90,415 shares; 2026Q2: 86,970 shares 86,970 $30.7M 0.54% -3,445 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,566 shares; 2024Q4: 6,558 shares; 2025Q1: 6,561 shares; 2025Q2: 6,515 shares; 2025Q3: 6,502 shares; 2025Q4: 8,947 shares; 2026Q1: 7,759 shares; 2026Q2: 167,933 shares 167,933 $29.9M 0.52% +160,174 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,165 shares; 2024Q4: 159,838 shares; 2025Q1: 163,875 shares; 2025Q2: 166,625 shares; 2025Q3: 167,953 shares; 2025Q4: 171,939 shares; 2026Q1: 178,501 shares; 2026Q2: 181,221 shares 181,221 $29.8M 0.52% +2,720 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 532,023 shares; 2024Q4: 549,034 shares; 2025Q1: 555,835 shares; 2025Q2: 569,146 shares; 2025Q3: 573,365 shares; 2025Q4: 592,980 shares; 2026Q1: 626,099 shares; 2026Q2: 623,005 shares 623,005 $29.6M 0.52% -3,094 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,222 shares; 2024Q4: 57,715 shares; 2025Q1: 61,200 shares; 2025Q2: 69,513 shares; 2025Q3: 74,756 shares; 2025Q4: 77,150 shares; 2026Q1: 81,760 shares; 2026Q2: 87,856 shares 87,856 $29.4M 0.52% +6,096 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,091 shares; 2024Q4: 205,183 shares; 2025Q1: 210,756 shares; 2025Q2: 211,123 shares; 2025Q3: 210,987 shares; 2025Q4: 214,002 shares; 2026Q1: 212,162 shares; 2026Q2: 212,353 shares 212,353 $28.8M 0.5% +191 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; 2024Q3: 339,808 shares; 2024Q4: 351,563 shares; 2025Q1: 362,183 shares; 2025Q2: 362,840 shares; 2025Q3: 353,027 shares; 2025Q4: 337,926 shares; 2026Q1: 341,330 shares; 2026Q2: 346,715 shares 346,715 $28.7M 0.5% +5,385 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,995 shares; 2024Q4: 97,252 shares; 2025Q1: 97,834 shares; 2025Q2: 97,897 shares; 2025Q3: 98,161 shares; 2025Q4: 100,145 shares; 2026Q1: 101,616 shares; 2026Q2: 101,873 shares 101,873 $27.7M 0.49% +257 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,492 shares; 2024Q4: 321,336 shares; 2025Q1: 321,093 shares; 2025Q2: 324,815 shares; 2025Q3: 326,422 shares; 2025Q4: 331,941 shares; 2026Q1: 334,230 shares; 2026Q2: 333,789 shares 333,789 $27.3M 0.48% -441 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,234 shares; 2024Q4: 74,291 shares; 2025Q1: 73,958 shares; 2025Q2: 74,491 shares; 2025Q3: 74,938 shares; 2025Q4: 76,239 shares; 2026Q1: 75,295 shares; 2026Q2: 76,083 shares 76,083 $26M 0.46% +788 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 279,503 shares 279,503 $25.6M 0.45% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,810 shares; 2024Q4: 55,182 shares; 2025Q1: 60,298 shares; 2025Q2: 63,665 shares; 2025Q3: 67,791 shares; 2025Q4: 71,277 shares; 2026Q1: 66,510 shares; 2026Q2: 67,368 shares 67,368 $25.2M 0.44% +858 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,131 shares; 2024Q4: 28,535 shares; 2025Q1: 28,752 shares; 2025Q2: 29,720 shares; 2025Q3: 30,032 shares; 2025Q4: 31,033 shares; 2026Q1: 30,835 shares; 2026Q2: 31,065 shares 31,065 $23.5M 0.41% +230 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,055 shares; 2024Q4: 17,786 shares; 2025Q1: 18,188 shares; 2025Q2: 18,485 shares; 2025Q3: 19,153 shares; 2025Q4: 19,575 shares; 2026Q1: 19,782 shares; 2026Q2: 20,069 shares 20,069 $22.7M 0.4% +287 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,010 shares; 2024Q4: 49,806 shares; 2025Q1: 49,587 shares; 2025Q2: 49,784 shares; 2025Q3: 49,870 shares; 2025Q4: 224,120 shares; 2026Q1: 223,449 shares; 2026Q2: 228,323 shares 228,323 $22.7M 0.4% +4,874 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,050 shares; 2024Q4: 97,085 shares; 2025Q1: 97,366 shares; 2025Q2: 97,369 shares; 2025Q3: 97,289 shares; 2025Q4: 140,047 shares; 2026Q1: 119,940 shares; 2026Q2: 116,020 shares 116,020 $22.1M 0.39% -3,920 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264,030 shares; 2025Q3: 273,560 shares; 2025Q4: 255,467 shares; 2026Q1: 257,085 shares; 2026Q2: 261,833 shares 261,833 $21.6M 0.38% +4,748 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,407 shares; 2024Q4: 136,795 shares; 2025Q1: 131,524 shares; 2025Q2: 130,502 shares; 2025Q3: 126,872 shares; 2025Q4: 130,996 shares; 2026Q1: 130,520 shares; 2026Q2: 129,241 shares 129,241 $21.4M 0.38% -1,279 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,378 shares; 2024Q4: 40,834 shares; 2025Q1: 40,221 shares; 2025Q2: 39,717 shares; 2025Q3: 36,955 shares; 2025Q4: 52,349 shares; 2026Q1: 44,491 shares; 2026Q2: 42,374 shares 42,374 $21.3M 0.37% -2,117 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; 2024Q3: 171,323 shares; 2024Q4: 166,909 shares; 2025Q1: 170,710 shares; 2025Q2: 172,447 shares; 2025Q3: 174,629 shares; 2025Q4: 162,527 shares; 2026Q1: 161,784 shares; 2026Q2: 161,405 shares 161,405 $20.9M 0.37% -379 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,188 shares; 2024Q4: 231,980 shares; 2025Q1: 219,842 shares; 2025Q2: 219,990 shares; 2025Q3: 219,094 shares; 2025Q4: 229,155 shares; 2026Q1: 231,812 shares; 2026Q2: 233,824 shares 233,824 $20.5M 0.36% +2,012 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,640 shares; 2024Q4: 54,353 shares; 2025Q1: 52,063 shares; 2025Q2: 52,017 shares; 2025Q3: 51,521 shares; 2025Q4: 51,203 shares; 2026Q1: 50,463 shares; 2026Q2: 49,009 shares 49,009 $20.1M 0.35% -1,454 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455,191 shares; 2024Q4: 462,972 shares; 2025Q1: 470,666 shares; 2025Q2: 473,935 shares; 2025Q3: 471,199 shares; 2025Q4: 443,874 shares; 2026Q1: 448,468 shares; 2026Q2: 457,278 shares 457,278 $20M 0.35% +8,810 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,067 shares; 2024Q4: 42,177 shares; 2025Q1: 43,047 shares; 2025Q2: 43,241 shares; 2025Q3: 43,854 shares; 2025Q4: 43,855 shares; 2026Q1: 45,001 shares; 2026Q2: 46,032 shares 46,032 $19.6M 0.34% +1,031 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,654 shares; 2024Q4: 29,029 shares; 2025Q1: 38,693 shares; 2025Q2: 39,671 shares; 2025Q3: 61,740 shares; 2025Q4: 47,015 shares; 2026Q1: 57,393 shares; 2026Q2: 65,136 shares 65,136 $19.4M 0.34% +7,743 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,915 shares; 2024Q4: 13,933 shares; 2025Q1: 13,785 shares; 2025Q2: 203,600 shares; 2025Q3: 201,970 shares; 2025Q4: 205,837 shares; 2026Q1: 207,053 shares; 2026Q2: 209,216 shares 209,216 $19.3M 0.34% +2,163 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,980 shares; 2024Q4: 306,040 shares; 2025Q1: 314,202 shares; 2025Q2: 323,461 shares; 2025Q3: 324,777 shares; 2025Q4: 306,100 shares; 2026Q1: 319,391 shares; 2026Q2: 326,098 shares 326,098 $19M 0.33% +6,707 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,022 shares; 2024Q4: 159,235 shares; 2025Q1: 159,479 shares; 2025Q2: 156,500 shares; 2025Q3: 156,737 shares; 2025Q4: 158,086 shares; 2026Q1: 157,109 shares; 2026Q2: 157,047 shares 157,047 $18.9M 0.33% -62 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,618 shares; 2024Q4: 46,831 shares; 2025Q1: 46,331 shares; 2025Q2: 45,351 shares; 2025Q3: 45,185 shares; 2025Q4: 79,233 shares; 2026Q1: 62,543 shares; 2026Q2: 59,172 shares 59,172 $18.7M 0.33% -3,371 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,174 shares; 2024Q4: 137,067 shares; 2025Q1: 134,316 shares; 2025Q2: 133,120 shares; 2025Q3: 131,484 shares; 2025Q4: 126,911 shares; 2026Q1: 114,009 shares; 2026Q2: 110,525 shares 110,525 $18.4M 0.32% -3,484 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,435 shares; 2024Q4: 93,415 shares; 2025Q1: 130,575 shares; 2025Q2: 133,526 shares; 2025Q3: 125,452 shares; 2025Q4: 119,662 shares; 2026Q1: 131,499 shares; 2026Q2: 140,620 shares 140,620 $18.2M 0.32% +9,121 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,825 shares; 2024Q4: 205,707 shares; 2025Q1: 222,174 shares; 2025Q2: 224,157 shares; 2025Q3: 224,488 shares; 2025Q4: 226,669 shares; 2026Q1: 229,003 shares; 2026Q2: 229,163 shares 229,163 $18.1M 0.32% +160 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,403 shares; 2024Q4: 93,771 shares; 2025Q1: 102,650 shares; 2025Q2: 104,754 shares; 2025Q3: 105,526 shares; 2025Q4: 112,086 shares; 2026Q1: 114,736 shares; 2026Q2: 119,132 shares 119,132 $18M 0.32% +4,396 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,803 shares; 2024Q4: 61,292 shares; 2025Q1: 60,692 shares; 2025Q2: 60,652 shares; 2025Q3: 59,448 shares; 2025Q4: 60,096 shares; 2026Q1: 60,624 shares; 2026Q2: 61,587 shares 61,587 $17.2M 0.3% +963 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,943 shares; 2024Q4: 179,670 shares; 2025Q1: 133,477 shares; 2025Q2: 131,015 shares; 2025Q3: 128,278 shares; 2025Q4: 128,816 shares; 2026Q1: 117,663 shares; 2026Q2: 116,576 shares 116,576 $17.1M 0.3% -1,087 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,653 shares; 2024Q4: 20,589 shares; 2025Q1: 19,725 shares; 2025Q2: 19,120 shares; 2025Q3: 19,023 shares; 2025Q4: 29,883 shares; 2026Q1: 23,521 shares; 2026Q2: 22,814 shares 22,814 $17.1M 0.3% -707 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,393 shares; 2024Q4: 48,760 shares; 2025Q1: 51,107 shares; 2025Q2: 53,513 shares; 2025Q3: 54,671 shares; 2025Q4: 56,509 shares; 2026Q1: 57,662 shares; 2026Q2: 58,492 shares 58,492 $17M 0.3% +830 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,478 shares; 2024Q4: 81,150 shares; 2025Q1: 98,728 shares; 2025Q2: 102,560 shares; 2025Q3: 105,796 shares; 2025Q4: 115,467 shares; 2026Q1: 120,275 shares; 2026Q2: 123,778 shares 123,778 $16.9M 0.3% +3,503 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,324 shares; 2024Q4: 253,965 shares; 2025Q1: 217,265 shares; 2025Q2: 205,026 shares; 2025Q3: 205,180 shares; 2025Q4: 197,001 shares; 2026Q1: 196,053 shares; 2026Q2: 194,736 shares 194,736 $16.3M 0.29% -1,317 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,490 shares; 2024Q4: 121,964 shares; 2025Q1: 121,013 shares; 2025Q2: 119,634 shares; 2025Q3: 115,910 shares; 2025Q4: 113,135 shares; 2026Q1: 106,320 shares; 2026Q2: 102,773 shares 102,773 $16.1M 0.28% -3,547 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,296 shares; 2024Q4: 45,478 shares; 2025Q1: 45,108 shares; 2025Q2: 45,120 shares; 2025Q3: 45,200 shares; 2025Q4: 45,197 shares; 2026Q1: 45,722 shares; 2026Q2: 46,472 shares 46,472 $16M 0.28% +750 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,740 shares; 2024Q4: 53,722 shares; 2025Q1: 53,182 shares; 2025Q2: 54,685 shares; 2025Q3: 55,641 shares; 2025Q4: 60,221 shares; 2026Q1: 60,406 shares; 2026Q2: 58,866 shares 58,866 $15.9M 0.28% -1,540 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 484 shares; 2026Q1: 10,073 shares; 2026Q2: 13,498 shares 13,498 $15.9M 0.28% +3,425 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,658 shares; 2024Q4: 99,651 shares; 2025Q1: 102,129 shares; 2025Q2: 102,181 shares; 2025Q3: 100,164 shares; 2025Q4: 206,215 shares; 2026Q1: 151,384 shares; 2026Q2: 140,119 shares 140,119 $15.7M 0.27% -11,265 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; 2024Q3: 123,628 shares; 2024Q4: 122,328 shares; 2025Q1: 122,656 shares; 2025Q2: 122,347 shares; 2025Q3: 122,292 shares; 2025Q4: 122,292 shares; 2026Q1: 122,271 shares; 2026Q2: 122,348 shares 122,348 $15.5M 0.27% +77 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,045 shares; 2025Q4: 60,236 shares; 2026Q1: 70,937 shares; 2026Q2: 83,503 shares 83,503 $14.7M 0.26% +12,566 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,613 shares; 2024Q4: 84,607 shares; 2025Q1: 99,123 shares; 2025Q2: 102,175 shares; 2025Q3: 106,957 shares; 2025Q4: 110,120 shares; 2026Q1: 123,321 shares; 2026Q2: 137,101 shares 137,101 $14.5M 0.25% +13,780 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,466 shares; 2024Q4: 44,798 shares; 2025Q1: 44,215 shares; 2025Q2: 42,239 shares; 2025Q3: 41,660 shares; 2025Q4: 40,991 shares; 2026Q1: 40,390 shares; 2026Q2: 39,286 shares 39,286 $14.5M 0.25% -1,104 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,600 shares; 2025Q2: 36,062 shares; 2025Q3: 39,206 shares; 2025Q4: 44,634 shares; 2026Q1: 49,126 shares; 2026Q2: 54,041 shares 54,041 $14.4M 0.25% +4,915 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,267 shares; 2024Q4: 166,872 shares; 2025Q1: 167,705 shares; 2025Q2: 160,818 shares; 2025Q3: 158,401 shares; 2025Q4: 157,613 shares; 2026Q1: 155,354 shares; 2026Q2: 156,331 shares 156,331 $14.3M 0.25% +977 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,604 shares; 2024Q4: 136,627 shares; 2025Q1: 139,820 shares; 2025Q2: 140,247 shares; 2025Q3: 140,274 shares; 2025Q4: 141,036 shares; 2026Q1: 142,368 shares; 2026Q2: 147,132 shares 147,132 $14.3M 0.25% +4,764 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,993 shares; 2024Q4: 3,918 shares; 2025Q1: 27,243 shares; 2025Q2: 28,617 shares; 2025Q3: 48,084 shares; 2025Q4: 49,797 shares; 2026Q1: 47,855 shares; 2026Q2: 49,384 shares 49,384 $13.9M 0.24% +1,529 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,143 shares; 2024Q4: 28,638 shares; 2025Q1: 27,945 shares; 2025Q2: 28,338 shares; 2025Q3: 27,838 shares; 2025Q4: 27,918 shares; 2026Q1: 28,794 shares; 2026Q2: 91,830 shares 91,830 $12.8M 0.22% +63,036 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,740 shares 61,740 $12.5M 0.22% 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; 2024Q3: 62,605 shares; 2024Q4: 39,301 shares; 2025Q1: 15,798 shares; 2025Q2: 16,672 shares; 2025Q3: 17,080 shares; 2025Q4: 14,686 shares; 2026Q1: 12,395 shares; 2026Q2: 21,020 shares 21,020 $12.2M 0.21% +8,625 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; 2024Q3: 134,801 shares; 2024Q4: 134,600 shares; 2025Q1: 131,551 shares; 2025Q2: 131,519 shares; 2025Q3: 131,519 shares; 2025Q4: 129,268 shares; 2026Q1: 112,416 shares; 2026Q2: 112,300 shares 112,300 $12.1M 0.21% -116 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,822 shares; 2024Q4: 26,706 shares; 2025Q1: 26,574 shares; 2025Q2: 26,428 shares; 2025Q3: 26,269 shares; 2025Q4: 26,027 shares; 2026Q1: 26,700 shares; 2026Q2: 26,943 shares 26,943 $12M 0.21% +243 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,439 shares; 2024Q4: 10,427 shares; 2025Q1: 11,491 shares; 2025Q2: 14,103 shares; 2025Q3: 14,901 shares; 2025Q4: 153,472 shares; 2026Q1: 158,455 shares; 2026Q2: 168,162 shares 168,162 $12M 0.21% +9,707 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,201 shares 48,201 $10.8M 0.19% new 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; 2024Q3: 748 shares; 2024Q4: 622 shares; 2025Q1: 663 shares; 2025Q2: 653 shares; 2025Q3: 20,783 shares; 2025Q4: 22,794 shares; 2026Q1: 24,158 shares; 2026Q2: 26,100 shares 26,100 $10.4M 0.18% +1,942 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103,812 shares 103,812 $9.72M 0.17% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,977 shares 43,977 $9.72M 0.17% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,667 shares; 2026Q1: 44,617 shares; 2026Q2: 50,986 shares 50,986 $8.66M 0.15% +6,369 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,120 shares; 2024Q4: 9,451 shares; 2025Q1: 9,576 shares; 2025Q2: 10,041 shares; 2025Q3: 10,249 shares; 2025Q4: 11,478 shares; 2026Q1: 11,919 shares; 2026Q2: 12,168 shares 12,168 $8.58M 0.15% +249 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 90,799 shares; 2025Q1: 103,872 shares; 2025Q2: 107,131 shares; 2025Q3: 107,794 shares; 2025Q4: 85,581 shares; 2026Q1: 99,267 shares; 2026Q2: 100,857 shares 100,857 $8.53M 0.15% +1,590 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,000 shares; 2024Q4: 120,022 shares; 2025Q1: 120,261 shares; 2025Q2: 120,393 shares; 2025Q3: 51,079 shares; 2025Q4: 103,071 shares; 2026Q1: 68,914 shares; 2026Q2: 62,990 shares 62,990 $8.53M 0.15% -5,924 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,437 shares; 2024Q4: 10,546 shares; 2025Q1: 10,524 shares; 2025Q2: 10,685 shares; 2025Q3: 10,779 shares; 2025Q4: 11,293 shares; 2026Q1: 11,168 shares; 2026Q2: 11,379 shares 11,379 $8.52M 0.15% +211 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,522 shares; 2026Q2: 89,179 shares 89,179 $8.48M 0.15% +10,657 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,846 shares; 2024Q4: 17,304 shares; 2025Q1: 15,546 shares; 2025Q2: 15,230 shares; 2025Q3: 15,576 shares; 2025Q4: 98,168 shares; 2026Q1: 57,530 shares; 2026Q2: 44,060 shares 44,060 $8.36M 0.15% -13,470 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,430 shares; 2024Q4: 37,189 shares; 2025Q1: 43,033 shares; 2025Q2: 46,957 shares; 2025Q3: 48,168 shares; 2025Q4: 35,587 shares; 2026Q1: 45,179 shares; 2026Q2: 49,443 shares 49,443 $8.29M 0.15% +4,264 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,191 shares; 2024Q4: 3,897 shares; 2025Q1: 3,374 shares; 2025Q2: 97,450 shares; 2025Q3: 101,341 shares; 2025Q4: 102,395 shares; 2026Q1: 106,430 shares; 2026Q2: 112,931 shares 112,931 $8.15M 0.14% +6,501 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135,935 shares; 2025Q3: 151,308 shares; 2025Q4: 155,149 shares; 2026Q1: 155,480 shares; 2026Q2: 157,442 shares 157,442 $8.06M 0.14% +1,962 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,945 shares; 2025Q4: not reported; 2026Q1: 52,707 shares; 2026Q2: 66,270 shares 66,270 $7.73M 0.14% +13,563 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,018 shares; 2025Q3: 28,657 shares; 2025Q4: 21,593 shares; 2026Q1: 25,830 shares; 2026Q2: 27,065 shares 27,065 $7.46M 0.13% +1,235 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,984 shares; 2024Q4: 49,944 shares; 2025Q1: 49,019 shares; 2025Q2: 16,614 shares; 2025Q3: 12,713 shares; 2025Q4: 33,326 shares; 2026Q1: 21,232 shares; 2026Q2: 17,589 shares 17,589 $7.31M 0.13% -3,643 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448 shares; 2024Q4: not reported; 2025Q1: 419 shares; 2025Q2: 411 shares; 2025Q3: 10,995 shares; 2025Q4: 13,622 shares; 2026Q1: 15,998 shares; 2026Q2: 16,799 shares 16,799 $6.84M 0.12% +801 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,122 shares; 2024Q4: 158,650 shares; 2025Q1: 171,324 shares; 2025Q2: 175,802 shares; 2025Q3: 181,480 shares; 2025Q4: 186,605 shares; 2026Q1: 204,527 shares; 2026Q2: 226,281 shares 226,281 $6.79M 0.12% +21,754 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 9 shares; 2025Q4: 11 shares; 2026Q1: 10 shares; 2026Q2: 9 shares 9 $6.74M 0.12% -1 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 139,292 shares; 2026Q2: 129,292 shares 129,292 $6.45M 0.11% -10,000 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,944 shares; 2024Q4: 2,354 shares; 2025Q1: 2,525 shares; 2025Q2: 2,434 shares; 2025Q3: 2,397 shares; 2025Q4: 26,414 shares; 2026Q1: 14,253 shares; 2026Q2: 11,453 shares 11,453 $5.88M 0.1% -2,800 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,494 shares; 2024Q4: 48,209 shares; 2025Q1: 59,266 shares; 2025Q2: 62,796 shares; 2025Q3: 64,231 shares; 2025Q4: 45,625 shares; 2026Q1: 59,374 shares; 2026Q2: 63,082 shares 63,082 $5.71M 0.1% +3,708 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,899 shares; 2024Q4: 22,672 shares; 2025Q1: 22,536 shares; 2025Q2: 22,141 shares; 2025Q3: 7,575 shares; 2025Q4: 6,339 shares; 2026Q1: 5,443 shares; 2026Q2: 5,414 shares 5,414 $5.64M 0.1% -29 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,242 shares; 2024Q4: 61,800 shares; 2025Q1: 46,616 shares; 2025Q2: 45,968 shares; 2025Q3: 30,039 shares; 2025Q4: 47,993 shares; 2026Q1: 35,801 shares; 2026Q2: 27,364 shares 27,364 $5.61M 0.1% -8,437 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157,454 shares; 2026Q1: 74,858 shares; 2026Q2: 54,656 shares 54,656 $5.25M 0.09% -20,202 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,005 shares; 2024Q4: 47,551 shares; 2025Q1: 19,928 shares; 2025Q2: 15,816 shares; 2025Q3: 15,673 shares; 2025Q4: 14,808 shares; 2026Q1: 14,336 shares; 2026Q2: 14,343 shares 14,343 $5.19M 0.09% +7 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,119 shares; 2024Q4: 7,822 shares; 2025Q1: 8,333 shares; 2025Q2: 8,079 shares; 2025Q3: 7,979 shares; 2025Q4: 138,624 shares; 2026Q1: 69,055 shares; 2026Q2: 54,238 shares 54,238 $5M 0.09% -14,817 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,202 shares; 2024Q4: 58,202 shares; 2025Q1: 215,900 shares; 2025Q2: 215,900 shares; 2025Q3: 215,900 shares; 2025Q4: 208,247 shares; 2026Q1: 208,221 shares; 2026Q2: 219,513 shares 219,513 $4.92M 0.09% +11,292 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,811 shares; 2024Q4: 12,701 shares; 2025Q1: 13,724 shares; 2025Q2: 13,898 shares; 2025Q3: 13,875 shares; 2025Q4: 15,017 shares; 2026Q1: 15,114 shares; 2026Q2: 60,834 shares 60,834 $4.9M 0.09% +45,720 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,052 shares; 2024Q4: 55,707 shares; 2025Q1: 54,990 shares; 2025Q2: 55,630 shares; 2025Q3: 55,081 shares; 2025Q4: 61,117 shares; 2026Q1: 50,088 shares; 2026Q2: 47,600 shares 47,600 $4.86M 0.09% -2,488 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,612 shares; 2024Q4: 40,445 shares; 2025Q1: 27,099 shares; 2025Q2: 25,409 shares; 2025Q3: 24,097 shares; 2025Q4: 61,041 shares; 2026Q1: 45,921 shares; 2026Q2: 42,363 shares 42,363 $4.5M 0.08% -3,558 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,206 shares; 2024Q4: 30,260 shares; 2025Q1: 30,040 shares; 2025Q2: 29,981 shares; 2025Q3: 29,957 shares; 2025Q4: 30,509 shares; 2026Q1: 30,222 shares; 2026Q2: 30,195 shares 30,195 $4.48M 0.08% -27 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,633 shares; 2024Q4: 29,612 shares; 2025Q1: 27,762 shares; 2025Q2: 26,972 shares; 2025Q3: 26,512 shares; 2025Q4: 28,195 shares; 2026Q1: 28,178 shares; 2026Q2: 27,963 shares 27,963 $4.26M 0.07% -215 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,395 shares; 2024Q4: 54,342 shares; 2025Q1: 51,549 shares; 2025Q2: 51,408 shares; 2025Q3: 49,773 shares; 2025Q4: 49,955 shares; 2026Q1: 50,869 shares; 2026Q2: 50,315 shares 50,315 $4.21M 0.07% -554 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,840 shares; 2025Q4: 195,990 shares; 2026Q1: 77,766 shares; 2026Q2: 60,629 shares 60,629 $4.15M 0.07% -17,137 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,489 shares; 2024Q4: 24,540 shares; 2025Q1: 25,498 shares; 2025Q2: 24,740 shares; 2025Q3: 23,697 shares; 2025Q4: 24,611 shares; 2026Q1: 24,131 shares; 2026Q2: 24,141 shares 24,141 $3.97M 0.07% +10 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,955 shares; 2024Q4: 14,982 shares; 2025Q1: 14,879 shares; 2025Q2: 14,637 shares; 2025Q3: 14,510 shares; 2025Q4: 14,616 shares; 2026Q1: 15,615 shares; 2026Q2: 15,550 shares 15,550 $3.91M 0.07% -65 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 862 shares; 2024Q4: 831 shares; 2025Q1: 1,267 shares; 2025Q2: 1,255 shares; 2025Q3: 1,248 shares; 2025Q4: 4,783 shares; 2026Q1: 4,381 shares; 2026Q2: 32,330 shares 32,330 $3.86M 0.07% +27,949 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,637 shares; 2024Q4: 11,548 shares; 2025Q1: 11,414 shares; 2025Q2: 11,414 shares; 2025Q3: 11,386 shares; 2025Q4: 11,296 shares; 2026Q1: 11,204 shares; 2026Q2: 11,256 shares 11,256 $3.81M 0.07% +52 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,378 shares; 2024Q4: 5,242 shares; 2025Q1: 4,984 shares; 2025Q2: 4,603 shares; 2025Q3: 4,560 shares; 2025Q4: 5,537 shares; 2026Q1: 5,320 shares; 2026Q2: 5,137 shares 5,137 $3.79M 0.07% -183 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,922 shares; 2024Q4: 5,936 shares; 2025Q1: 5,992 shares; 2025Q2: 5,761 shares; 2025Q3: 5,706 shares; 2025Q4: 5,621 shares; 2026Q1: 5,549 shares; 2026Q2: 5,524 shares 5,524 $3.51M 0.06% -25 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,969 shares; 2024Q4: 14,715 shares; 2025Q1: 14,220 shares; 2025Q2: 13,857 shares; 2025Q3: 13,858 shares; 2025Q4: 13,957 shares; 2026Q1: 14,671 shares; 2026Q2: 14,805 shares 14,805 $3.26M 0.06% +134 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,507 shares; 2024Q4: 3,355 shares; 2025Q1: 3,339 shares; 2025Q2: 3,542 shares; 2025Q3: 3,616 shares; 2025Q4: 4,935 shares; 2026Q1: 4,373 shares; 2026Q2: 4,697 shares 4,697 $3.23M 0.06% +324 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,671 shares; 2024Q4: 47,758 shares; 2025Q1: 44,672 shares; 2025Q2: 44,839 shares; 2025Q3: 44,593 shares; 2025Q4: 44,407 shares; 2026Q1: 44,407 shares; 2026Q2: 42,181 shares 42,181 $3.21M 0.06% -2,226 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; 2024Q3: 21,307 shares; 2024Q4: 20,875 shares; 2025Q1: 19,730 shares; 2025Q2: 19,499 shares; 2025Q3: 19,483 shares; 2025Q4: 19,928 shares; 2026Q1: 19,700 shares; 2026Q2: 19,556 shares 19,556 $3.1M 0.05% -144 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,794 shares; 2024Q4: 13,151 shares; 2025Q1: 12,079 shares; 2025Q2: 12,412 shares; 2025Q3: 12,369 shares; 2025Q4: 13,670 shares; 2026Q1: 14,075 shares; 2026Q2: 14,194 shares 14,194 $3.07M 0.05% +119 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,284 shares; 2024Q4: 5,552 shares; 2025Q1: 6,104 shares; 2025Q2: 6,464 shares; 2025Q3: 6,609 shares; 2025Q4: 6,776 shares; 2026Q1: 7,359 shares; 2026Q2: 7,088 shares 7,088 $3.02M 0.05% -271 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,813 shares; 2026Q1: 4,813 shares; 2026Q2: 4,531 shares 4,531 $2.97M 0.05% -282 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,305 shares; 2024Q4: 19,419 shares; 2025Q1: 19,631 shares; 2025Q2: 19,419 shares; 2025Q3: 19,419 shares; 2025Q4: 19,373 shares; 2026Q1: 19,378 shares; 2026Q2: 19,460 shares 19,460 $2.84M 0.05% +82 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,423 shares; 2024Q4: 16,540 shares; 2025Q1: 16,842 shares; 2025Q2: 15,617 shares; 2025Q3: 15,340 shares; 2025Q4: 15,498 shares; 2026Q1: 15,386 shares; 2026Q2: 15,384 shares 15,384 $2.84M 0.05% -2 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; 2024Q3: 69,783 shares; 2024Q4: 65,382 shares; 2025Q1: 65,031 shares; 2025Q2: 65,269 shares; 2025Q3: 64,877 shares; 2025Q4: 61,763 shares; 2026Q1: 24,337 shares; 2026Q2: 16,975 shares 16,975 $2.79M 0.05% -7,362 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,959 shares; 2024Q4: 108,874 shares; 2025Q1: 100,632 shares; 2025Q2: 98,063 shares; 2025Q3: 92,267 shares; 2025Q4: 89,637 shares; 2026Q1: 78,319 shares; 2026Q2: 75,151 shares 75,151 $2.72M 0.05% -3,168 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,286 shares; 2024Q4: 53,710 shares; 2025Q1: 53,284 shares; 2025Q2: 52,309 shares; 2025Q3: 51,959 shares; 2025Q4: 74,033 shares; 2026Q1: 63,793 shares; 2026Q2: 63,642 shares 63,642 $2.63M 0.05% -151 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,000 shares; 2024Q4: 21,953 shares; 2025Q1: 21,446 shares; 2025Q2: 21,394 shares; 2025Q3: 21,036 shares; 2025Q4: 25,149 shares; 2026Q1: 19,949 shares; 2026Q2: 19,910 shares 19,910 $2.54M 0.04% -39 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,556 shares; 2024Q4: 245,734 shares; 2025Q1: 245,734 shares; 2025Q2: 121,438 shares; 2025Q3: 263,556 shares; 2025Q4: 263,556 shares; 2026Q1: 263,556 shares; 2026Q2: 263,556 shares 263,556 $2.51M 0.04% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,386 shares; 2026Q1: 43,634 shares; 2026Q2: 32,533 shares 32,533 $1.99M 0.03% -11,101 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,924 shares; 2024Q4: 4,873 shares; 2025Q1: 4,929 shares; 2025Q2: 4,354 shares; 2025Q3: 4,410 shares; 2025Q4: 9,902 shares; 2026Q1: 9,523 shares; 2026Q2: 10,299 shares 10,299 $1.96M 0.03% +776 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,338 shares; 2024Q4: 8,338 shares; 2025Q1: 8,277 shares; 2025Q2: 8,261 shares; 2025Q3: 8,246 shares; 2025Q4: 8,281 shares; 2026Q1: 8,330 shares; 2026Q2: 8,259 shares 8,259 $1.86M 0.03% -71 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,156 shares; 2024Q4: 9,909 shares; 2025Q1: 7,616 shares; 2025Q2: 7,915 shares; 2025Q3: 7,152 shares; 2025Q4: 9,212 shares; 2026Q1: 8,156 shares; 2026Q2: 8,469 shares 8,469 $1.85M 0.03% +313 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,445 shares; 2024Q4: 2,915 shares; 2025Q1: 2,974 shares; 2025Q2: 2,915 shares; 2025Q3: 2,895 shares; 2025Q4: 5,074 shares; 2026Q1: 4,981 shares; 2026Q2: 4,986 shares 4,986 $1.84M 0.03% +5 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; 2024Q3: 1,329 shares; 2024Q4: 1,456 shares; 2025Q1: 1,620 shares; 2025Q2: 1,218 shares; 2025Q3: not reported; 2025Q4: 31,373 shares; 2026Q1: 15,363 shares; 2026Q2: 11,921 shares 11,921 $1.8M 0.03% -3,442 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,160 shares; 2024Q4: 10,305 shares; 2025Q1: 10,351 shares; 2025Q2: 10,175 shares; 2025Q3: 10,171 shares; 2025Q4: 10,252 shares; 2026Q1: 12,686 shares; 2026Q2: 12,521 shares 12,521 $1.79M 0.03% -165 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; 2024Q3: 784,976 shares; 2024Q4: 801,684 shares; 2025Q1: 817,627 shares; 2025Q2: 59,649 shares; 2025Q3: 37,512 shares; 2025Q4: 36,242 shares; 2026Q1: 35,752 shares; 2026Q2: 33,674 shares 33,674 $1.7M 0.03% -2,078 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,340 shares; 2024Q4: 91,047 shares; 2025Q1: 93,800 shares; 2025Q2: 22,824 shares; 2025Q3: 15,111 shares; 2025Q4: 14,194 shares; 2026Q1: 13,538 shares; 2026Q2: 13,478 shares 13,478 $1.7M 0.03% -60 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,224 shares; 2024Q4: 59,515 shares; 2025Q1: 59,661 shares; 2025Q2: 59,285 shares; 2025Q3: 58,820 shares; 2025Q4: 58,060 shares; 2026Q1: 57,812 shares; 2026Q2: 57,076 shares 57,076 $1.68M 0.03% -736 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,123 shares; 2024Q4: 9,268 shares; 2025Q1: 9,155 shares; 2025Q2: 9,146 shares; 2025Q3: 8,965 shares; 2025Q4: 8,657 shares; 2026Q1: 9,256 shares; 2026Q2: 9,051 shares 9,051 $1.65M 0.03% -205 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,962 shares; 2024Q4: 16,517 shares; 2025Q1: 16,516 shares; 2025Q2: 15,560 shares; 2025Q3: 15,347 shares; 2025Q4: 15,334 shares; 2026Q1: 17,558 shares; 2026Q2: 18,167 shares 18,167 $1.65M 0.03% +609 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,128 shares; 2024Q4: 54,299 shares; 2025Q1: 54,220 shares; 2025Q2: 55,290 shares; 2025Q3: 55,359 shares; 2025Q4: 50,389 shares; 2026Q1: 47,597 shares; 2026Q2: 44,572 shares 44,572 $1.61M 0.03% -3,025 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,425 shares 2,425 $1.55M 0.03% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,222 shares; 2024Q4: 24,505 shares; 2025Q1: 23,893 shares; 2025Q2: 23,153 shares; 2025Q3: 23,179 shares; 2025Q4: 23,917 shares; 2026Q1: 27,117 shares; 2026Q2: 26,049 shares 26,049 $1.5M 0.03% -1,068 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,068 shares; 2024Q4: 53,068 shares; 2025Q1: 53,068 shares; 2025Q2: 53,068 shares; 2025Q3: 53,068 shares; 2025Q4: 53,068 shares; 2026Q1: 53,068 shares; 2026Q2: 53,068 shares 53,068 $1.49M 0.03% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,899 shares; 2024Q4: 56,670 shares; 2025Q1: 56,020 shares; 2025Q2: 55,312 shares; 2025Q3: 54,727 shares; 2025Q4: 53,813 shares; 2026Q1: 51,145 shares; 2026Q2: 51,031 shares 51,031 $1.44M 0.03% -114 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,039 shares; 2024Q4: 198,531 shares; 2025Q1: 28,479 shares; 2025Q2: 18,893 shares; 2025Q3: 18,853 shares; 2025Q4: 20,473 shares; 2026Q1: 20,288 shares; 2026Q2: 16,728 shares 16,728 $1.43M 0.03% -3,560 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,565 shares; 2025Q1: 1,488 shares; 2025Q2: 1,462 shares; 2025Q3: 1,435 shares; 2025Q4: 1,558 shares; 2026Q1: 1,466 shares; 2026Q2: 1,451 shares 1,451 $1.4M 0.02% -15 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 609 shares 609 $1.38M 0.02% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,124 shares; 2025Q4: 14,009 shares; 2026Q1: 14,009 shares; 2026Q2: 14,009 shares 14,009 $1.37M 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,388 shares; 2024Q4: 8,346 shares; 2025Q1: 8,753 shares; 2025Q2: 8,753 shares; 2025Q3: 8,938 shares; 2025Q4: 8,736 shares; 2026Q1: 8,689 shares; 2026Q2: 8,555 shares 8,555 $1.35M 0.02% -134 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391,865 shares; 2024Q4: 68,275 shares; 2025Q1: 59,955 shares; 2025Q2: 59,434 shares; 2025Q3: 58,090 shares; 2025Q4: 57,809 shares; 2026Q1: 57,172 shares; 2026Q2: 56,083 shares 56,083 $1.35M 0.02% -1,089 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,162 shares; 2024Q4: 5,141 shares; 2025Q1: 5,067 shares; 2025Q2: 4,974 shares; 2025Q3: 4,974 shares; 2025Q4: 4,977 shares; 2026Q1: 4,958 shares; 2026Q2: 4,958 shares 4,958 $1.34M 0.02% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,735 shares; 2024Q4: 2,461 shares; 2025Q1: 2,302 shares; 2025Q2: 2,310 shares; 2025Q3: 1,894 shares; 2025Q4: 2,381 shares; 2026Q1: 2,364 shares; 2026Q2: 15,263 shares 15,263 $1.31M 0.02% +12,899 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; 2024Q3: 16,283 shares; 2024Q4: 12,765 shares; 2025Q1: 12,778 shares; 2025Q2: 12,627 shares; 2025Q3: 12,640 shares; 2025Q4: 12,639 shares; 2026Q1: 12,719 shares; 2026Q2: 12,588 shares 12,588 $1.3M 0.02% -131 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; 2024Q3: 49,122 shares; 2024Q4: 46,251 shares; 2025Q1: 45,281 shares; 2025Q2: 12,566 shares; 2025Q3: 10,770 shares; 2025Q4: 10,717 shares; 2026Q1: 10,028 shares; 2026Q2: 9,996 shares 9,996 $1.24M 0.02% -32 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,683 shares; 2024Q4: 244,772 shares; 2025Q1: 242,666 shares; 2025Q2: 243,473 shares; 2025Q3: 243,075 shares; 2025Q4: 248,517 shares; 2026Q1: 39,078 shares; 2026Q2: 20,653 shares 20,653 $1.24M 0.02% -18,425 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,434 shares; 2024Q4: 11,434 shares; 2025Q1: 11,414 shares; 2025Q2: 11,467 shares; 2025Q3: 11,448 shares; 2025Q4: 11,336 shares; 2026Q1: 12,042 shares; 2026Q2: 12,142 shares 12,142 $1.19M 0.02% +100 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,035 shares; 2024Q4: 39,568 shares; 2025Q1: 38,503 shares; 2025Q2: 40,984 shares; 2025Q3: 40,722 shares; 2025Q4: 41,014 shares; 2026Q1: 54,010 shares; 2026Q2: 41,486 shares 41,486 $1.15M 0.02% -12,524 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,208 shares; 2024Q4: 6,208 shares; 2025Q1: 56,694 shares; 2025Q2: 59,524 shares; 2025Q3: 59,763 shares; 2025Q4: 49,450 shares; 2026Q1: 10,783 shares; 2026Q2: 6,738 shares 6,738 $1.15M 0.02% -4,045 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; 2024Q3: 22,932 shares; 2024Q4: 22,432 shares; 2025Q1: 22,435 shares; 2025Q2: 20,519 shares; 2025Q3: 20,342 shares; 2025Q4: 17,355 shares; 2026Q1: 14,788 shares; 2026Q2: 12,214 shares 12,214 $1.12M 0.02% -2,574 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,323 shares; 2024Q4: 32,597 shares; 2025Q1: 33,242 shares; 2025Q2: 33,353 shares; 2025Q3: 33,184 shares; 2025Q4: 33,031 shares; 2026Q1: 32,708 shares; 2026Q2: 32,849 shares 32,849 $1.11M 0.02% +141 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,177 shares; 2024Q4: 27,902 shares; 2025Q1: 26,944 shares; 2025Q2: 26,983 shares; 2025Q3: 27,067 shares; 2025Q4: 30,676 shares; 2026Q1: 36,168 shares; 2026Q2: 34,781 shares 34,781 $1.1M 0.02% -1,387 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,801 shares; 2025Q2: 2,760 shares; 2025Q3: 2,730 shares; 2025Q4: 2,651 shares; 2026Q1: 2,641 shares; 2026Q2: 2,641 shares 2,641 $1.1M 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,606 shares; 2024Q4: 9,238 shares; 2025Q1: 9,238 shares; 2025Q2: 9,238 shares; 2025Q3: 9,512 shares; 2025Q4: 10,136 shares; 2026Q1: 13,662 shares; 2026Q2: 14,492 shares 14,492 $1.09M 0.02% +830 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,605 shares; 2024Q4: 10,021 shares; 2025Q1: 10,104 shares; 2025Q2: 9,906 shares; 2025Q3: 9,906 shares; 2025Q4: 10,279 shares; 2026Q1: 9,829 shares; 2026Q2: 10,842 shares 10,842 $1.07M 0.02% +1,013 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,314 shares; 2024Q4: 16,314 shares; 2025Q1: 16,314 shares; 2025Q2: 19,189 shares; 2025Q3: 17,989 shares; 2025Q4: 17,745 shares; 2026Q1: 17,382 shares; 2026Q2: 17,340 shares 17,340 $1.06M 0.02% -42 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 3,996 shares; 2025Q2: 3,996 shares; 2025Q3: 3,955 shares; 2025Q4: 4,576 shares; 2026Q1: 4,226 shares; 2026Q2: 4,440 shares 4,440 $1.05M 0.02% +214 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,093 shares; 2024Q4: 59,396 shares; 2025Q1: 24,146 shares; 2025Q2: 23,616 shares; 2025Q3: 23,152 shares; 2025Q4: 22,983 shares; 2026Q1: 26,241 shares; 2026Q2: 24,191 shares 24,191 $1.02M 0.02% -2,050 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; 2024Q3: 1,714 shares; 2024Q4: 1,931 shares; 2025Q1: 2,083 shares; 2025Q2: 2,011 shares; 2025Q3: 1,922 shares; 2025Q4: 2,364 shares; 2026Q1: 1,976 shares; 2026Q2: 2,022 shares 2,022 $968K 0.02% +46 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; 2024Q3: 1,868 shares; 2024Q4: 1,867 shares; 2025Q1: 1,865 shares; 2025Q2: 1,887 shares; 2025Q3: 1,887 shares; 2025Q4: 1,887 shares; 2026Q1: 1,881 shares; 2026Q2: 1,930 shares 1,930 $959K 0.02% +49 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 44,947 shares; 2025Q1: 53,889 shares; 2025Q2: 62,947 shares; 2025Q3: 4,828 shares; 2025Q4: 60,326 shares; 2026Q1: 27,695 shares; 2026Q2: 19,545 shares 19,545 $959K 0.02% -8,150 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,076 shares; 2024Q4: 16,828 shares; 2025Q1: 15,875 shares; 2025Q2: 16,223 shares; 2025Q3: 15,794 shares; 2025Q4: 15,794 shares; 2026Q1: 15,760 shares; 2026Q2: 15,301 shares 15,301 $955K 0.02% -459 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,603 shares; 2024Q4: 15,403 shares; 2025Q1: 15,161 shares; 2025Q2: 15,157 shares; 2025Q3: 15,126 shares; 2025Q4: 12,315 shares; 2026Q1: 12,769 shares; 2026Q2: 12,766 shares 12,766 $932K 0.02% -3 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,099 shares; 2024Q4: 25,099 shares; 2025Q1: 25,109 shares; 2025Q2: 17,759 shares; 2025Q3: 17,759 shares; 2025Q4: 17,759 shares; 2026Q1: 18,236 shares; 2026Q2: 18,229 shares 18,229 $908K 0.02% -7 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513 shares; 2024Q4: 594 shares; 2025Q1: 794 shares; 2025Q2: 755 shares; 2025Q3: 773 shares; 2025Q4: 772 shares; 2026Q1: 763 shares; 2026Q2: 897 shares 897 $907K 0.02% +134 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,436 shares; 2024Q4: 5,436 shares; 2025Q1: 5,436 shares; 2025Q2: 5,436 shares; 2025Q3: 5,436 shares; 2025Q4: 5,436 shares; 2026Q1: 5,436 shares; 2026Q2: 4,976 shares 4,976 $907K 0.02% -460 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; 2024Q3: 11,816 shares; 2024Q4: 11,682 shares; 2025Q1: 11,702 shares; 2025Q2: 11,639 shares; 2025Q3: 11,743 shares; 2025Q4: 11,579 shares; 2026Q1: 11,653 shares; 2026Q2: 11,691 shares 11,691 $901K 0.02% +38 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,573 shares; 2025Q2: 114,530 shares; 2025Q3: 119,938 shares; 2025Q4: 110,181 shares; 2026Q1: 120,221 shares; 2026Q2: 14,077 shares 14,077 $901K 0.02% -106,144 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,451 shares; 2024Q4: 7,393 shares; 2025Q1: 7,270 shares; 2025Q2: 7,245 shares; 2025Q3: 7,245 shares; 2025Q4: 7,095 shares; 2026Q1: 6,926 shares; 2026Q2: 6,923 shares 6,923 $874K 0.02% -3 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: 2,064 shares; 2025Q1: 2,074 shares; 2025Q2: 2,073 shares; 2025Q3: 2,068 shares; 2025Q4: 2,068 shares; 2026Q1: 2,059 shares; 2026Q2: 2,059 shares 2,059 $820K 0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,119 shares; 2025Q3: 12,219 shares; 2025Q4: 15,157 shares; 2026Q1: 15,859 shares; 2026Q2: 8,009 shares 8,009 $814K 0.01% -7,850 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; 2024Q3: 6,901 shares; 2024Q4: 6,901 shares; 2025Q1: 6,904 shares; 2025Q2: 6,901 shares; 2025Q3: 6,901 shares; 2025Q4: 6,901 shares; 2026Q1: 6,937 shares; 2026Q2: 6,901 shares 6,901 $794K 0.01% -36 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,072 shares; 2025Q2: 1,998 shares; 2025Q3: 1,998 shares; 2025Q4: 5,962 shares; 2026Q1: 5,885 shares; 2026Q2: 5,885 shares 5,885 $778K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,025 shares; 2024Q4: 6,025 shares; 2025Q1: 5,771 shares; 2025Q2: 5,842 shares; 2025Q3: 5,784 shares; 2025Q4: 5,470 shares; 2026Q1: 5,720 shares; 2026Q2: 5,418 shares 5,418 $754K 0.01% -302 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,868 shares; 2024Q4: 6,868 shares; 2025Q1: 6,870 shares; 2025Q2: 7,071 shares; 2025Q3: 6,911 shares; 2025Q4: 6,708 shares; 2026Q1: 6,709 shares; 2026Q2: 6,708 shares 6,708 $746K 0.01% -1 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,085 shares; 2024Q4: 69,355 shares; 2025Q1: 69,247 shares; 2025Q2: 12,372 shares; 2025Q3: 10,171 shares; 2025Q4: 10,020 shares; 2026Q1: 10,096 shares; 2026Q2: 10,020 shares 10,020 $720K 0.01% -76 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,285 shares; 2024Q4: 9,285 shares; 2025Q1: 9,285 shares; 2025Q2: 9,270 shares; 2025Q3: 9,270 shares; 2025Q4: 9,276 shares; 2026Q1: 9,474 shares; 2026Q2: 9,474 shares 9,474 $712K 0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,246 shares; 2024Q4: 177,492 shares; 2025Q1: 178,936 shares; 2025Q2: 176,286 shares; 2025Q3: 175,301 shares; 2025Q4: 166,253 shares; 2026Q1: 37,094 shares; 2026Q2: 24,944 shares 24,944 $706K 0.01% -12,150 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 704 shares; 2026Q2: 714 shares 714 $690K 0.01% +10 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,577 shares; 2024Q4: 2,675 shares; 2025Q1: 2,666 shares; 2025Q2: 2,685 shares; 2025Q3: 2,646 shares; 2025Q4: 2,773 shares; 2026Q1: 3,121 shares; 2026Q2: 3,082 shares 3,082 $687K 0.01% -39 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; 2024Q3: not reported; 2024Q4: 21,625 shares; 2025Q1: 21,625 shares; 2025Q2: 22,225 shares; 2025Q3: 22,225 shares; 2025Q4: 24,544 shares; 2026Q1: 25,202 shares; 2026Q2: 22,702 shares 22,702 $685K 0.01% -2,500 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,391 shares; 2026Q1: 2,975 shares; 2026Q2: 2,734 shares 2,734 $664K 0.01% -241 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,205 shares; 2024Q4: 8,205 shares; 2025Q1: 8,205 shares; 2025Q2: 8,205 shares; 2025Q3: 7,276 shares; 2025Q4: 4,340 shares; 2026Q1: 4,136 shares; 2026Q2: 4,622 shares 4,622 $636K 0.01% +486 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; 2024Q3: 13,148 shares; 2024Q4: 11,995 shares; 2025Q1: 10,581 shares; 2025Q2: 10,453 shares; 2025Q3: 10,501 shares; 2025Q4: 10,422 shares; 2026Q1: 5,720 shares; 2026Q2: 5,719 shares 5,719 $635K 0.01% -1 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,610 shares; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,480 shares; 2025Q4: 2,898 shares; 2026Q1: 4,089 shares; 2026Q2: 3,880 shares 3,880 $628K 0.01% -209 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,917 shares; 2024Q4: 7,917 shares; 2025Q1: 6,929 shares; 2025Q2: 7,620 shares; 2025Q3: 7,620 shares; 2025Q4: 8,170 shares; 2026Q1: 6,847 shares; 2026Q2: 8,439 shares 8,439 $627K 0.01% +1,592 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,966 shares; 2024Q4: 11,050 shares; 2025Q1: 11,052 shares; 2025Q2: 11,054 shares; 2025Q3: 10,942 shares; 2025Q4: 13,063 shares; 2026Q1: 12,843 shares; 2026Q2: 12,834 shares 12,834 $627K 0.01% -9 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,227 shares; 2024Q4: 15,227 shares; 2025Q1: 15,227 shares; 2025Q2: 15,227 shares; 2025Q3: 14,827 shares; 2025Q4: 27,115 shares; 2026Q1: 20,971 shares; 2026Q2: 20,971 shares 20,971 $621K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,721 shares; 2024Q4: 1,652 shares; 2025Q1: 1,652 shares; 2025Q2: 1,663 shares; 2025Q3: 1,652 shares; 2025Q4: 1,635 shares; 2026Q1: 1,640 shares; 2026Q2: 1,635 shares 1,635 $609K 0.01% -5 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,088 shares; 2024Q4: 4,014 shares; 2025Q1: 4,014 shares; 2025Q2: 4,398 shares; 2025Q3: 4,304 shares; 2025Q4: 4,423 shares; 2026Q1: 4,423 shares; 2026Q2: 6,230 shares 6,230 $601K 0.01% +1,807 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,512 shares; 2024Q4: 11,204 shares; 2025Q1: 11,204 shares; 2025Q2: 11,204 shares; 2025Q3: 10,860 shares; 2025Q4: 10,860 shares; 2026Q1: 10,860 shares; 2026Q2: 10,860 shares 10,860 $597K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,471 shares; 2025Q2: 1,670 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,607 shares; 2026Q2: 1,603 shares 1,603 $594K 0.01% -4 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; 2024Q3: 3,945 shares; 2024Q4: 8,826 shares; 2025Q1: 4,050 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares; 2025Q4: 7,060 shares; 2026Q1: 11,320 shares; 2026Q2: 10,714 shares 10,714 $569K 0.01% -606 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,504 shares; 2024Q4: 2,284 shares; 2025Q1: 2,284 shares; 2025Q2: 2,475 shares; 2025Q3: 2,413 shares; 2025Q4: 2,621 shares; 2026Q1: 2,589 shares; 2026Q2: 2,589 shares 2,589 $568K 0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,759 shares; 2024Q4: 4,801 shares; 2025Q1: 2,935 shares; 2025Q2: 2,401 shares; 2025Q3: 2,366 shares; 2025Q4: 2,366 shares; 2026Q1: 2,367 shares; 2026Q2: 2,366 shares 2,366 $564K 0.01% -1 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,637 shares; 2024Q4: 1,465 shares; 2025Q1: 1,410 shares; 2025Q2: 1,059 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,511 shares; 2026Q2: 1,585 shares 1,585 $561K 0.01% +74 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,696 shares; 2024Q4: 4,696 shares; 2025Q1: 4,696 shares; 2025Q2: 5,152 shares; 2025Q3: 4,962 shares; 2025Q4: 4,596 shares; 2026Q1: 4,792 shares; 2026Q2: 4,792 shares 4,792 $560K 0.01% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,705 shares; 2024Q4: 6,705 shares; 2025Q1: 6,705 shares; 2025Q2: 6,705 shares; 2025Q3: 6,705 shares; 2025Q4: 6,705 shares; 2026Q1: 6,572 shares; 2026Q2: 6,812 shares 6,812 $558K 0.01% +240 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 799 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,113 shares; 2026Q1: 3,027 shares; 2026Q2: 1,846 shares 1,846 $552K 0.01% -1,181 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,731 shares; 2026Q1: 2,722 shares; 2026Q2: 2,769 shares 2,769 $547K 0.01% +47 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,827 shares; 2024Q4: 2,854 shares; 2025Q1: 2,972 shares; 2025Q2: 2,582 shares; 2025Q3: 2,582 shares; 2025Q4: 2,571 shares; 2026Q1: 2,401 shares; 2026Q2: 2,399 shares 2,399 $545K 0.01% -2 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,837 shares; 2024Q4: 3,837 shares; 2025Q1: 3,811 shares; 2025Q2: 3,807 shares; 2025Q3: 3,797 shares; 2025Q4: 4,028 shares; 2026Q1: 4,628 shares; 2026Q2: 4,626 shares 4,626 $542K 0.01% -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; 2024Q3: 907 shares; 2024Q4: 927 shares; 2025Q1: 1,007 shares; 2025Q2: 873 shares; 2025Q3: 816 shares; 2025Q4: 902 shares; 2026Q1: 1,094 shares; 2026Q2: 1,035 shares 1,035 $528K 0.01% -59 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,330 shares; 2026Q1: 10,717 shares; 2026Q2: 10,717 shares 10,717 $519K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,481 shares; 2026Q1: 6,481 shares; 2026Q2: 6,481 shares 6,481 $518K 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,459 shares; 2024Q4: 6,407 shares; 2025Q1: 6,415 shares; 2025Q2: 6,407 shares; 2025Q3: 6,407 shares; 2025Q4: 6,407 shares; 2026Q1: 6,409 shares; 2026Q2: 6,407 shares 6,407 $506K 0.01% -2 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,030 shares; 2024Q4: 19,350 shares; 2025Q1: 20,527 shares; 2025Q2: 20,527 shares; 2025Q3: 20,880 shares; 2025Q4: 20,976 shares; 2026Q1: 23,856 shares; 2026Q2: 21,638 shares 21,638 $500K 0.01% -2,218 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,852 shares; 2024Q4: 86,744 shares; 2025Q1: 114,645 shares; 2025Q2: 120,895 shares; 2025Q3: 120,891 shares; 2025Q4: 99,317 shares; 2026Q1: 108,516 shares; 2026Q2: 6,105 shares 6,105 $495K 0.01% -102,411 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,030 shares; 2024Q4: 3,277 shares; 2025Q1: 2,920 shares; 2025Q2: 3,484 shares; 2025Q3: 3,484 shares; 2025Q4: 3,737 shares; 2026Q1: 3,580 shares; 2026Q2: 5,038 shares 5,038 $487K 0.01% +1,458 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211 shares; 2026Q1: 213 shares; 2026Q2: 243 shares 243 $483K 0.01% +30 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,653 shares; 2025Q1: 8,199 shares; 2025Q2: 8,103 shares; 2025Q3: 8,031 shares; 2025Q4: 7,866 shares; 2026Q1: 7,876 shares; 2026Q2: 7,861 shares 7,861 $483K 0.01% -15 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,408 shares; 2024Q4: 11,512 shares; 2025Q1: 11,512 shares; 2025Q2: 11,512 shares; 2025Q3: 11,512 shares; 2025Q4: 11,512 shares; 2026Q1: 11,512 shares; 2026Q2: 11,512 shares 11,512 $480K 0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,514 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,532 shares; 2026Q1: 1,446 shares; 2026Q2: 1,246 shares 1,246 $469K 0.01% -200 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,518 shares; 2024Q4: 1,518 shares; 2025Q1: 1,530 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: 1,403 shares; 2026Q1: 1,663 shares; 2026Q2: 1,526 shares 1,526 $447K 0.01% -137 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $441K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,775 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares; 2026Q2: 1,775 shares 1,775 $437K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,191 shares; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,049 shares; 2025Q3: 1,049 shares; 2025Q4: 1,049 shares; 2026Q1: 1,096 shares; 2026Q2: 1,096 shares 1,096 $401K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,486 shares; 2026Q1: 4,819 shares; 2026Q2: 4,819 shares 4,819 $399K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,554 shares; 2026Q1: 1,554 shares; 2026Q2: 1,644 shares 1,644 $399K 0.01% +90 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,083 shares; 2024Q4: 4,381 shares; 2025Q1: 4,368 shares; 2025Q2: 3,131 shares; 2025Q3: 3,131 shares; 2025Q4: 3,131 shares; 2026Q1: 3,131 shares; 2026Q2: 3,131 shares 3,131 $391K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,087 shares; 2025Q2: 10,087 shares; 2025Q3: 9,387 shares; 2025Q4: 9,387 shares; 2026Q1: 9,387 shares; 2026Q2: 9,387 shares 9,387 $389K 0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,829 shares; 2024Q4: 6,829 shares; 2025Q1: 7,911 shares; 2025Q2: 7,911 shares; 2025Q3: 7,911 shares; 2025Q4: 7,911 shares; 2026Q1: 8,132 shares; 2026Q2: 8,132 shares 8,132 $388K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,026 shares; 2026Q2: 949 shares 949 $377K 0.01% -77 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,881 shares; 2024Q4: 218,921 shares; 2025Q1: 150,892 shares; 2025Q2: 150,110 shares; 2025Q3: 149,988 shares; 2025Q4: 150,802 shares; 2026Q1: 150,913 shares; 2026Q2: 9,638 shares 9,638 $373K 0.01% -141,275 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,026 shares; 2024Q4: 5,026 shares; 2025Q1: 5,026 shares; 2025Q2: 5,026 shares; 2025Q3: 5,026 shares; 2025Q4: 5,526 shares; 2026Q1: 6,508 shares; 2026Q2: 5,526 shares 5,526 $370K 0.01% -982 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,347 shares; 2024Q4: 7,837 shares; 2025Q1: 7,437 shares; 2025Q2: 7,437 shares; 2025Q3: 7,437 shares; 2025Q4: 7,437 shares; 2026Q1: 7,437 shares; 2026Q2: 6,967 shares 6,967 $370K 0.01% -470 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,210 shares 1,210 $365K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,610 shares; 2024Q4: 2,610 shares; 2025Q1: 2,611 shares; 2025Q2: 2,588 shares; 2025Q3: 2,535 shares; 2025Q4: 2,536 shares; 2026Q1: 3,865 shares; 2026Q2: 3,780 shares 3,780 $362K 0.01% -85 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; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 785 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 720 shares; 2026Q1: 723 shares; 2026Q2: 722 shares 722 $355K 0.01% -1 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 790 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 813 shares; 2026Q1: 659 shares; 2026Q2: 660 shares 660 $345K 0.01% +1 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,415 shares; 2024Q4: 4,415 shares; 2025Q1: 4,415 shares; 2025Q2: 4,415 shares; 2025Q3: 4,415 shares; 2025Q4: 4,415 shares; 2026Q1: 4,415 shares; 2026Q2: 4,315 shares 4,315 $342K 0.01% -100 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,831 shares; 2024Q4: 5,651 shares; 2025Q1: 5,316 shares; 2025Q2: 5,316 shares; 2025Q3: 5,316 shares; 2025Q4: 5,316 shares; 2026Q1: 5,116 shares; 2026Q2: 4,911 shares 4,911 $341K 0.01% -205 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; 2024Q3: 18,101 shares; 2024Q4: 17,641 shares; 2025Q1: 18,348 shares; 2025Q2: 11,707 shares; 2025Q3: 11,707 shares; 2025Q4: 11,707 shares; 2026Q1: 9,282 shares; 2026Q2: 9,282 shares 9,282 $341K 0.01% 0 Timeline PSLV 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; 2024Q3: not reported; 2024Q4: 23,400 shares; 2025Q1: 23,400 shares; 2025Q2: 24,300 shares; 2025Q3: 24,100 shares; 2025Q4: 25,182 shares; 2026Q1: 25,182 shares; 2026Q2: 17,732 shares 17,732 $335K 0.01% -7,450 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 1,031 shares; 2026Q2: 1,055 shares 1,055 $332K 0.01% +24 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 103 shares; 2025Q2: 110 shares; 2025Q3: 112 shares; 2025Q4: 103 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $326K 0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,321 shares 1,321 $325K 0.01% new Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,610 shares; 2025Q2: 4,310 shares; 2025Q3: 4,310 shares; 2025Q4: 4,823 shares; 2026Q1: 4,823 shares; 2026Q2: 4,823 shares 4,823 $311K 0.01% 0 Timeline TSBK TIMBERLAND BANCORP INC More: the full row for TIMBERLAND BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,866 shares; 2024Q4: 6,866 shares; 2025Q1: 6,866 shares; 2025Q2: 6,866 shares; 2025Q3: 6,866 shares; 2025Q4: 6,866 shares; 2026Q1: 6,866 shares; 2026Q2: 6,866 shares 6,866 $308K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,343 shares; 2024Q4: 97,504 shares; 2025Q1: 102,572 shares; 2025Q2: 104,948 shares; 2025Q3: 106,706 shares; 2025Q4: 109,712 shares; 2026Q1: 111,135 shares; 2026Q2: 7,207 shares 7,207 $308K 0.01% -103,928 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; 2024Q3: 5,507 shares; 2024Q4: 11,119 shares; 2025Q1: 11,955 shares; 2025Q2: 12,726 shares; 2025Q3: 12,876 shares; 2025Q4: 12,283 shares; 2026Q1: 12,665 shares; 2026Q2: 12,691 shares 12,691 $306K 0.01% +26 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,783 shares; 2026Q1: 2,703 shares; 2026Q2: 2,725 shares 2,725 $305K 0.01% +22 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; 2024Q3: not reported; 2024Q4: 1,284 shares; 2025Q1: 1,306 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares; 2026Q2: 1,304 shares 1,304 $304K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,873 shares; 2024Q4: 12,192 shares; 2025Q1: 11,676 shares; 2025Q2: 11,676 shares; 2025Q3: 12,423 shares; 2025Q4: 11,493 shares; 2026Q1: 9,506 shares; 2026Q2: 9,472 shares 9,472 $303K 0.01% -34 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420 shares; 2024Q4: 570 shares; 2025Q1: 584 shares; 2025Q2: 614 shares; 2025Q3: 613 shares; 2025Q4: 612 shares; 2026Q1: 593 shares; 2026Q2: 582 shares 582 $296K 0.01% -11 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,345 shares; 2024Q4: 12,034 shares; 2025Q1: 12,345 shares; 2025Q2: 12,340 shares; 2025Q3: 11,793 shares; 2025Q4: 11,353 shares; 2026Q1: 10,853 shares; 2026Q2: 10,176 shares 10,176 $295K 0.01% -677 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,186 shares; 2025Q3: 5,186 shares; 2025Q4: 5,186 shares; 2026Q1: 5,186 shares; 2026Q2: 5,915 shares 5,915 $294K 0.01% +729 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; 2024Q3: 437,682 shares; 2024Q4: 449,925 shares; 2025Q1: 460,328 shares; 2025Q2: 8,632 shares; 2025Q3: 5,932 shares; 2025Q4: 5,232 shares; 2026Q1: 5,232 shares; 2026Q2: 5,206 shares 5,206 $294K 0.01% -26 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares; 2026Q1: 1,713 shares; 2026Q2: 1,866 shares 1,866 $292K 0.01% +153 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,677 shares; 2026Q2: 4,629 shares 4,629 $291K 0.01% -48 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,670 shares; 2024Q4: 5,670 shares; 2025Q1: 5,745 shares; 2025Q2: 5,176 shares; 2025Q3: 5,175 shares; 2025Q4: 5,175 shares; 2026Q1: 5,175 shares; 2026Q2: 5,175 shares 5,175 $289K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,915 shares 3,915 $287K 0.01% new Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,709 shares; 2026Q2: 5,864 shares 5,864 $285K <0.01% +155 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,542 shares; 2024Q4: 16,838 shares; 2025Q1: 15,690 shares; 2025Q2: 16,221 shares; 2025Q3: 13,739 shares; 2025Q4: 13,411 shares; 2026Q1: 12,947 shares; 2026Q2: 11,890 shares 11,890 $285K <0.01% -1,057 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,915 shares; 2025Q4: 23,841 shares; 2026Q1: 27,003 shares; 2026Q2: 2,295 shares 2,295 $282K <0.01% -24,708 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,461 shares; 2026Q1: 798 shares; 2026Q2: 567 shares 567 $281K <0.01% -231 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,675 shares; 2024Q4: 4,175 shares; 2025Q1: 4,175 shares; 2025Q2: 4,175 shares; 2025Q3: 4,099 shares; 2025Q4: 4,099 shares; 2026Q1: 4,099 shares; 2026Q2: 4,099 shares 4,099 $272K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 976 shares; 2026Q2: 1,001 shares 1,001 $272K <0.01% +25 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,720 shares; 2026Q2: 1,061 shares 1,061 $271K <0.01% -659 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,484 shares; 2026Q1: 5,242 shares; 2026Q2: 5,242 shares 5,242 $270K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 378 shares 378 $270K <0.01% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,948 shares; 2026Q1: 7,948 shares; 2026Q2: 7,948 shares 7,948 $266K <0.01% 0 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,371 shares 7,371 $246K <0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 664 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 697 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 771 shares; 2026Q2: 771 shares 771 $245K <0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,722 shares 2,722 $245K <0.01% new 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; 2024Q3: 3,132 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,655 shares; 2026Q1: 2,655 shares; 2026Q2: 2,655 shares 2,655 $242K <0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,123 shares; 2025Q2: 7,761 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,046 shares; 2026Q2: 11,683 shares 11,683 $242K <0.01% -1,363 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,126 shares; 2026Q1: 2,866 shares; 2026Q2: 2,024 shares 2,024 $241K <0.01% -842 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,424 shares; 2024Q4: 2,535 shares; 2025Q1: 2,251 shares; 2025Q2: 2,311 shares; 2025Q3: 2,135 shares; 2025Q4: 2,135 shares; 2026Q1: 1,326 shares; 2026Q2: 1,300 shares 1,300 $233K <0.01% -26 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,379 shares; 2024Q4: 4,450 shares; 2025Q1: 4,187 shares; 2025Q2: 4,153 shares; 2025Q3: 3,683 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,861 shares 4,861 $233K <0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 636 shares 636 $233K <0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,085 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 949 shares; 2026Q2: 819 shares 819 $232K <0.01% -130 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,754 shares; 2026Q1: not reported; 2026Q2: 1,676 shares 1,676 $230K <0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,810 shares; 2024Q4: 2,915 shares; 2025Q1: 2,715 shares; 2025Q2: 2,736 shares; 2025Q3: 2,114 shares; 2025Q4: 2,410 shares; 2026Q1: 2,018 shares; 2026Q2: 2,104 shares 2,104 $230K <0.01% +86 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,973 shares; 2026Q1: 2,641 shares; 2026Q2: 2,350 shares 2,350 $227K <0.01% -291 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 385 shares 385 $223K <0.01% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,146 shares 2,146 $222K <0.01% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,222 shares 1,222 $218K <0.01% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,464 shares; 2025Q2: 4,464 shares; 2025Q3: 4,464 shares; 2025Q4: not reported; 2026Q1: 3,816 shares; 2026Q2: 3,816 shares 3,816 $216K <0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,251 shares 1,251 $214K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,387 shares; 2026Q1: 2,808 shares; 2026Q2: 1,537 shares 1,537 $210K <0.01% -1,271 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,491 shares 11,491 $208K <0.01% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,108 shares 4,108 $207K <0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,230 shares 1,230 $201K <0.01% new Timeline NRDS NERDWALLET INC More: the full row for NERDWALLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,232 shares; 2024Q4: 56,278 shares; 2025Q1: 56,278 shares; 2025Q2: 48,278 shares; 2025Q3: 40,278 shares; 2025Q4: 32,278 shares; 2026Q1: 24,278 shares; 2026Q2: 16,186 shares 16,186 $150K <0.01% -8,092 Timeline RVSB RIVERVIEW BANCORP INC More: the full row for RIVERVIEW BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,300 shares; 2024Q4: 23,533 shares; 2025Q1: 23,533 shares; 2025Q2: 23,533 shares; 2025Q3: 22,547 shares; 2025Q4: 22,547 shares; 2026Q1: 22,547 shares; 2026Q2: 22,547 shares 22,547 $122K <0.01% 0 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $56.1K <0.01% 0 Timeline ONCY ONCOLYTICS BIOTECH INC More: the full row for ONCOLYTICS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,000 shares 40,000 $38K <0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $27K <0.01% 0 Timeline