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: 325,855 shares; 2024Q4: 325,864 shares; 2025Q1: 328,664 shares; 2025Q2: 328,690 shares; 2025Q3: 328,481 shares; 2025Q4: 328,037 shares; 2026Q1: 327,576 shares; 2026Q2: 328,198 shares 328,198 $394M 37.76% +622 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,224,848 shares; 2024Q4: 1,312,892 shares; 2025Q1: 1,377,498 shares; 2025Q2: 1,404,967 shares; 2025Q3: 1,438,524 shares; 2025Q4: 1,458,188 shares; 2026Q1: 1,528,044 shares; 2026Q2: 1,582,438 shares 1,582,438 $65.3M 6.26% +54,394 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621,954 shares; 2024Q4: 639,565 shares; 2025Q1: 658,251 shares; 2025Q2: 646,226 shares; 2025Q3: 661,268 shares; 2025Q4: 691,896 shares; 2026Q1: 703,776 shares; 2026Q2: 703,574 shares 703,574 $35.6M 3.41% -202 Timeline DFAE 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: 551,266 shares; 2024Q4: 564,450 shares; 2025Q1: 585,366 shares; 2025Q2: 583,847 shares; 2025Q3: 634,028 shares; 2025Q4: 739,164 shares; 2026Q1: 773,996 shares; 2026Q2: 801,558 shares 801,558 $32.2M 3.09% +27,562 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: 80,380 shares; 2024Q4: 80,621 shares; 2025Q1: 80,889 shares; 2025Q2: 80,249 shares; 2025Q3: 79,388 shares; 2025Q4: 77,747 shares; 2026Q1: 76,889 shares; 2026Q2: 84,110 shares 84,110 $24.3M 2.33% +7,221 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,732 shares; 2025Q4: 159,661 shares; 2026Q1: 172,112 shares; 2026Q2: 178,867 shares 178,867 $18.4M 1.77% +6,755 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,844 shares; 2024Q4: 92,209 shares; 2025Q1: 151,151 shares; 2025Q2: 151,145 shares; 2025Q3: 155,160 shares; 2025Q4: 159,323 shares; 2026Q1: 165,140 shares; 2026Q2: 167,366 shares 167,366 $16.5M 1.58% +2,226 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,767 shares; 2024Q4: 120,012 shares; 2025Q1: 120,540 shares; 2025Q2: 120,993 shares; 2025Q3: 121,699 shares; 2025Q4: 122,227 shares; 2026Q1: 123,400 shares; 2026Q2: 124,600 shares 124,600 $15.5M 1.49% +1,200 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: 17,963 shares; 2024Q4: 18,246 shares; 2025Q1: 19,513 shares; 2025Q2: 19,488 shares; 2025Q3: 19,395 shares; 2025Q4: 19,060 shares; 2026Q1: 19,331 shares; 2026Q2: 19,763 shares 19,763 $14.8M 1.42% +432 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,707 shares; 2024Q4: 279,888 shares; 2025Q1: 282,203 shares; 2025Q2: 278,912 shares; 2025Q3: 287,390 shares; 2025Q4: 281,826 shares; 2026Q1: 289,582 shares; 2026Q2: 297,114 shares 297,114 $14M 1.35% +7,532 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: 34,196 shares; 2024Q4: 33,928 shares; 2025Q1: 33,421 shares; 2025Q2: 33,452 shares; 2025Q3: 33,932 shares; 2025Q4: 33,631 shares; 2026Q1: 33,704 shares; 2026Q2: 33,756 shares 33,756 $12.6M 1.21% +52 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,649 shares; 2024Q4: 201,909 shares; 2025Q1: 214,967 shares; 2025Q2: 215,515 shares; 2025Q3: 208,014 shares; 2025Q4: 228,099 shares; 2026Q1: 253,475 shares; 2026Q2: 264,075 shares 264,075 $10.4M 1% +10,600 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: 31,075 shares; 2024Q4: 30,844 shares; 2025Q1: 31,075 shares; 2025Q2: 30,980 shares; 2025Q3: 31,379 shares; 2025Q4: 31,717 shares; 2026Q1: 31,500 shares; 2026Q2: 31,680 shares 31,680 $10.4M 0.99% +180 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,901 shares; 2024Q4: 238,117 shares; 2025Q1: 238,117 shares; 2025Q2: 237,717 shares; 2025Q3: 237,717 shares; 2025Q4: 236,921 shares; 2026Q1: 235,927 shares; 2026Q2: 235,808 shares 235,808 $9.95M 0.95% -119 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,975 shares; 2024Q4: 53,636 shares; 2025Q1: 71,104 shares; 2025Q2: 71,129 shares; 2025Q3: 73,630 shares; 2025Q4: 74,442 shares; 2026Q1: 77,173 shares; 2026Q2: 78,032 shares 78,032 $9.94M 0.95% +859 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: 18,377 shares; 2024Q4: 18,275 shares; 2025Q1: 18,225 shares; 2025Q2: 18,465 shares; 2025Q3: 18,884 shares; 2025Q4: 18,671 shares; 2026Q1: 18,486 shares; 2026Q2: 19,036 shares 19,036 $9.53M 0.91% +550 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,089 shares; 2024Q4: 72,096 shares; 2025Q1: 74,804 shares; 2025Q2: 75,666 shares; 2025Q3: 81,837 shares; 2025Q4: 86,288 shares; 2026Q1: 91,324 shares; 2026Q2: 97,819 shares 97,819 $8.94M 0.86% +6,495 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: 20,342 shares; 2024Q4: 20,574 shares; 2025Q1: 21,081 shares; 2025Q2: 21,082 shares; 2025Q3: 20,982 shares; 2025Q4: 21,050 shares; 2026Q1: 21,117 shares; 2026Q2: 22,888 shares 22,888 $8.18M 0.78% +1,771 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: 12,257 shares; 2024Q4: 10,818 shares; 2025Q1: 10,865 shares; 2025Q2: 10,915 shares; 2025Q3: 11,398 shares; 2025Q4: 11,239 shares; 2026Q1: 11,889 shares; 2026Q2: 10,722 shares 10,722 $8.03M 0.77% -1,167 Timeline FLV 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: 61,407 shares; 2024Q4: 61,190 shares; 2025Q1: 69,745 shares; 2025Q2: 72,790 shares; 2025Q3: 79,450 shares; 2025Q4: 82,767 shares; 2026Q1: 88,099 shares; 2026Q2: 95,018 shares 95,018 $7.72M 0.74% +6,919 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,235 shares; 2024Q4: 54,613 shares; 2025Q1: 55,077 shares; 2025Q2: 55,405 shares; 2025Q3: 54,352 shares; 2025Q4: 77,550 shares; 2026Q1: 75,457 shares; 2026Q2: 89,970 shares 89,970 $7.11M 0.68% +14,513 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: 11,868 shares; 2024Q4: 11,276 shares; 2025Q1: 10,263 shares; 2025Q2: 10,624 shares; 2025Q3: 10,330 shares; 2025Q4: 17,293 shares; 2026Q1: 17,321 shares; 2026Q2: 18,045 shares 18,045 $6.68M 0.64% +724 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,910 shares; 2024Q4: 28,382 shares; 2025Q1: 46,719 shares; 2025Q2: 50,235 shares; 2025Q3: 60,415 shares; 2025Q4: 66,539 shares; 2026Q1: 75,161 shares; 2026Q2: 90,713 shares 90,713 $6.34M 0.61% +15,552 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: 9,398 shares; 2024Q4: 9,727 shares; 2025Q1: 9,713 shares; 2025Q2: 9,276 shares; 2025Q3: 9,315 shares; 2025Q4: 9,230 shares; 2026Q1: 9,160 shares; 2026Q2: 8,677 shares 8,677 $6.27M 0.6% -483 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,593 shares; 2024Q4: 40,210 shares; 2025Q1: 46,481 shares; 2025Q2: 47,512 shares; 2025Q3: 50,302 shares; 2025Q4: 53,735 shares; 2026Q1: 59,645 shares; 2026Q2: 63,707 shares 63,707 $6.15M 0.59% +4,062 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: 16,564 shares; 2024Q4: 16,582 shares; 2025Q1: 16,609 shares; 2025Q2: 16,605 shares; 2025Q3: 16,500 shares; 2025Q4: 14,820 shares; 2026Q1: 14,790 shares; 2026Q2: 16,537 shares 16,537 $5.84M 0.56% +1,747 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,857 shares; 2024Q4: 121,152 shares; 2025Q1: 123,968 shares; 2025Q2: 123,178 shares; 2025Q3: 122,060 shares; 2025Q4: 120,960 shares; 2026Q1: 121,055 shares; 2026Q2: 121,298 shares 121,298 $5.25M 0.5% +243 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: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $5.24M 0.5% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,934 shares; 2024Q4: 23,099 shares; 2025Q1: 22,388 shares; 2025Q2: 23,186 shares; 2025Q3: 25,048 shares; 2025Q4: 25,215 shares; 2026Q1: 25,258 shares; 2026Q2: 25,990 shares 25,990 $5.2M 0.5% +732 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: 6,613 shares; 2024Q4: 6,579 shares; 2025Q1: 6,635 shares; 2025Q2: 7,158 shares; 2025Q3: 7,141 shares; 2025Q4: 7,112 shares; 2026Q1: 6,763 shares; 2026Q2: 7,171 shares 7,171 $5.11M 0.49% +408 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: 29,151 shares; 2024Q4: 36,765 shares; 2025Q1: 34,634 shares; 2025Q2: 35,209 shares; 2025Q3: 36,693 shares; 2025Q4: 40,210 shares; 2026Q1: 42,895 shares; 2026Q2: 44,786 shares 44,786 $4.94M 0.47% +1,891 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,054 shares; 2024Q4: 67,705 shares; 2025Q1: 83,193 shares; 2025Q2: 80,327 shares; 2025Q3: 79,607 shares; 2025Q4: 77,735 shares; 2026Q1: 77,825 shares; 2026Q2: 77,445 shares 77,445 $4.82M 0.46% -380 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,942 shares; 2024Q4: 83,230 shares; 2025Q1: 85,355 shares; 2025Q2: 85,441 shares; 2025Q3: 86,418 shares; 2025Q4: 87,416 shares; 2026Q1: 87,418 shares; 2026Q2: 87,003 shares 87,003 $4.7M 0.45% -415 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,051 shares; 2024Q4: 49,619 shares; 2025Q1: 53,240 shares; 2025Q2: 52,280 shares; 2025Q3: 52,291 shares; 2025Q4: 60,711 shares; 2026Q1: 64,776 shares; 2026Q2: 87,175 shares 87,175 $4.26M 0.41% +22,399 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: 19,187 shares; 2024Q4: 19,537 shares; 2025Q1: 19,543 shares; 2025Q2: 19,172 shares; 2025Q3: 19,066 shares; 2025Q4: 17,647 shares; 2026Q1: 17,902 shares; 2026Q2: 17,903 shares 17,903 $3.93M 0.38% +1 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: 2,978 shares; 2024Q4: 2,952 shares; 2025Q1: 3,248 shares; 2025Q2: 3,877 shares; 2025Q3: 4,158 shares; 2025Q4: 5,118 shares; 2026Q1: 5,462 shares; 2026Q2: 5,652 shares 5,652 $3.88M 0.37% +190 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,540 shares; 2025Q3: 22,614 shares; 2025Q4: 164,779 shares; 2026Q1: 34,807 shares; 2026Q2: 38,035 shares 38,035 $3.85M 0.37% +3,228 Timeline PFFV 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: 231,458 shares; 2024Q4: 226,252 shares; 2025Q1: 226,659 shares; 2025Q2: 226,094 shares; 2025Q3: 216,931 shares; 2025Q4: 188,064 shares; 2026Q1: 166,527 shares; 2026Q2: 169,993 shares 169,993 $3.74M 0.36% +3,466 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: 12,224 shares; 2024Q4: 13,655 shares; 2025Q1: 12,662 shares; 2025Q2: 12,027 shares; 2025Q3: 12,029 shares; 2025Q4: 11,984 shares; 2026Q1: 11,924 shares; 2026Q2: 11,795 shares 11,795 $3.54M 0.34% -129 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: 12,779 shares; 2024Q4: 13,356 shares; 2025Q1: 14,008 shares; 2025Q2: 13,957 shares; 2025Q3: 14,234 shares; 2025Q4: 13,880 shares; 2026Q1: 14,091 shares; 2026Q2: 14,710 shares 14,710 $3.51M 0.34% +619 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: 13,905 shares; 2024Q4: 14,878 shares; 2025Q1: 14,751 shares; 2025Q2: 13,878 shares; 2025Q3: 14,212 shares; 2025Q4: 13,298 shares; 2026Q1: 13,199 shares; 2026Q2: 13,084 shares 13,084 $3.32M 0.32% -115 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: 30,835 shares; 2024Q4: 30,235 shares; 2025Q1: 30,581 shares; 2025Q2: 29,990 shares; 2025Q3: 30,272 shares; 2025Q4: 29,602 shares; 2026Q1: 29,555 shares; 2026Q2: 27,560 shares 27,560 $3.24M 0.31% -1,995 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: 22,619 shares; 2024Q4: 21,683 shares; 2025Q1: 21,632 shares; 2025Q2: 21,554 shares; 2025Q3: 22,354 shares; 2025Q4: 23,993 shares; 2026Q1: 23,917 shares; 2026Q2: 23,438 shares 23,438 $3.2M 0.31% -479 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: 3,713 shares; 2024Q4: 4,859 shares; 2025Q1: 4,859 shares; 2025Q2: 4,859 shares; 2025Q3: 5,360 shares; 2025Q4: 8,354 shares; 2026Q1: 8,319 shares; 2026Q2: 8,413 shares 8,413 $3.1M 0.3% +94 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,273 shares; 2024Q4: 81,834 shares; 2025Q1: 81,834 shares; 2025Q2: 81,834 shares; 2025Q3: 82,306 shares; 2025Q4: 82,306 shares; 2026Q1: 81,624 shares; 2026Q2: 85,469 shares 85,469 $3.07M 0.29% +3,845 Timeline QGRO 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: 23,131 shares; 2024Q4: 22,539 shares; 2025Q1: 24,128 shares; 2025Q2: 24,485 shares; 2025Q3: 24,593 shares; 2025Q4: 24,746 shares; 2026Q1: 25,184 shares; 2026Q2: 25,275 shares 25,275 $2.98M 0.29% +91 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: 33,895 shares; 2024Q4: 36,005 shares; 2025Q1: 36,410 shares; 2025Q2: 28,964 shares; 2025Q3: 28,847 shares; 2025Q4: 23,983 shares; 2026Q1: 23,429 shares; 2026Q2: 21,239 shares 21,239 $2.97M 0.28% -2,190 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: 12,302 shares; 2024Q4: 12,477 shares; 2025Q1: 12,544 shares; 2025Q2: 12,567 shares; 2025Q3: 12,597 shares; 2025Q4: 11,724 shares; 2026Q1: 11,748 shares; 2026Q2: 11,757 shares 11,757 $2.96M 0.28% +9 Timeline SPSM 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: 28,881 shares; 2024Q4: 29,500 shares; 2025Q1: 33,788 shares; 2025Q2: 35,152 shares; 2025Q3: 35,699 shares; 2025Q4: 39,215 shares; 2026Q1: 46,847 shares; 2026Q2: 50,980 shares 50,980 $2.94M 0.28% +4,133 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: 21,956 shares; 2024Q4: 24,781 shares; 2025Q1: 24,805 shares; 2025Q2: 24,936 shares; 2025Q3: 26,439 shares; 2025Q4: 26,649 shares; 2026Q1: 26,857 shares; 2026Q2: 26,890 shares 26,890 $2.79M 0.27% +33 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: 26,823 shares; 2024Q4: 25,813 shares; 2025Q1: 25,915 shares; 2025Q2: 25,865 shares; 2025Q3: 26,081 shares; 2025Q4: 25,345 shares; 2026Q1: 25,279 shares; 2026Q2: 24,144 shares 24,144 $2.73M 0.26% -1,135 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: 33,235 shares; 2024Q4: 34,144 shares; 2025Q1: 34,377 shares; 2025Q2: 34,007 shares; 2025Q3: 34,002 shares; 2025Q4: 32,833 shares; 2026Q1: 33,494 shares; 2026Q2: 32,421 shares 32,421 $2.5M 0.24% -1,073 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,647 shares; 2024Q4: 47,670 shares; 2025Q1: 43,733 shares; 2025Q2: 42,865 shares; 2025Q3: 42,219 shares; 2025Q4: 51,151 shares; 2026Q1: 56,626 shares; 2026Q2: 61,726 shares 61,726 $2.43M 0.23% +5,100 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82,434 shares 82,434 $2.42M 0.23% new Timeline GSPY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,830 shares; 2024Q4: 59,205 shares; 2025Q1: 62,375 shares; 2025Q2: 62,139 shares; 2025Q3: 62,055 shares; 2025Q4: 59,181 shares; 2026Q1: 58,145 shares; 2026Q2: 58,197 shares 58,197 $2.36M 0.23% +52 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,560 shares 30,560 $2.34M 0.22% new Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,900 shares; 2024Q4: 16,900 shares; 2025Q1: 16,900 shares; 2025Q2: 16,900 shares; 2025Q3: 15,700 shares; 2025Q4: 15,700 shares; 2026Q1: 15,700 shares; 2026Q2: 15,700 shares 15,700 $2.3M 0.22% 0 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: 4,375 shares; 2024Q4: 4,197 shares; 2025Q1: 4,197 shares; 2025Q2: 4,305 shares; 2025Q3: 4,284 shares; 2025Q4: 4,464 shares; 2026Q1: 4,497 shares; 2026Q2: 18,197 shares 18,197 $2.26M 0.22% +13,700 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: 15,592 shares; 2024Q4: 15,498 shares; 2025Q1: 15,541 shares; 2025Q2: 15,498 shares; 2025Q3: 15,972 shares; 2025Q4: 15,366 shares; 2026Q1: 15,315 shares; 2026Q2: 15,315 shares 15,315 $2.24M 0.22% 0 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: 28,920 shares; 2024Q4: 29,029 shares; 2025Q1: 29,246 shares; 2025Q2: 29,203 shares; 2025Q3: 29,088 shares; 2025Q4: 29,083 shares; 2026Q1: 29,394 shares; 2026Q2: 29,434 shares 29,434 $2.24M 0.21% +40 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: 4,562 shares; 2024Q4: 4,522 shares; 2025Q1: 4,578 shares; 2025Q2: 4,574 shares; 2025Q3: 4,551 shares; 2025Q4: 4,471 shares; 2026Q1: 4,483 shares; 2026Q2: 25,658 shares 25,658 $2.21M 0.21% +21,175 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: 1,885 shares; 2024Q4: 1,900 shares; 2025Q1: 1,948 shares; 2025Q2: 1,923 shares; 2025Q3: 1,949 shares; 2025Q4: 1,958 shares; 2026Q1: 1,941 shares; 2026Q2: 1,904 shares 1,904 $2.03M 0.19% -37 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: 6,232 shares; 2024Q4: 6,277 shares; 2025Q1: 6,286 shares; 2025Q2: 6,296 shares; 2025Q3: 6,299 shares; 2025Q4: 23,834 shares; 2026Q1: 23,849 shares; 2026Q2: 23,849 shares 23,849 $2M 0.19% 0 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: 23,045 shares; 2024Q4: 22,678 shares; 2025Q1: 22,782 shares; 2025Q2: 22,672 shares; 2025Q3: 23,346 shares; 2025Q4: 24,771 shares; 2026Q1: 24,771 shares; 2026Q2: 24,034 shares 24,034 $1.95M 0.19% -737 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: 5,395 shares; 2024Q4: 5,419 shares; 2025Q1: 5,520 shares; 2025Q2: 5,537 shares; 2025Q3: 5,571 shares; 2025Q4: 5,548 shares; 2026Q1: 5,516 shares; 2026Q2: 5,533 shares 5,533 $1.95M 0.19% +17 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,383 shares; 2024Q4: 57,663 shares; 2025Q1: 43,753 shares; 2025Q2: 39,302 shares; 2025Q3: 38,415 shares; 2025Q4: 38,290 shares; 2026Q1: 37,429 shares; 2026Q2: 37,345 shares 37,345 $1.89M 0.18% -84 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: 5,756 shares; 2024Q4: 5,681 shares; 2025Q1: 6,701 shares; 2025Q2: 6,672 shares; 2025Q3: 6,824 shares; 2025Q4: 7,131 shares; 2026Q1: 7,118 shares; 2026Q2: 6,974 shares 6,974 $1.89M 0.18% -144 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: 12,322 shares; 2024Q4: 12,430 shares; 2025Q1: 11,933 shares; 2025Q2: 11,946 shares; 2025Q3: 12,578 shares; 2025Q4: 30,365 shares; 2026Q1: 30,356 shares; 2026Q2: 31,326 shares 31,326 $1.87M 0.18% +970 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,138 shares; 2024Q4: 40,138 shares; 2025Q1: 40,086 shares; 2025Q2: 40,086 shares; 2025Q3: 39,213 shares; 2025Q4: 39,213 shares; 2026Q1: 39,213 shares; 2026Q2: 38,542 shares 38,542 $1.79M 0.17% -671 Timeline IBHF 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: 22,955 shares; 2025Q2: 31,575 shares; 2025Q3: 37,460 shares; 2025Q4: 76,993 shares; 2026Q1: 77,234 shares; 2026Q2: 77,356 shares 77,356 $1.75M 0.17% +122 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: 2,806 shares; 2024Q4: 2,937 shares; 2025Q1: 2,936 shares; 2025Q2: 2,922 shares; 2025Q3: 3,011 shares; 2025Q4: 3,061 shares; 2026Q1: 3,014 shares; 2026Q2: 3,097 shares 3,097 $1.74M 0.17% +83 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,618 shares; 2024Q4: 7,618 shares; 2025Q1: 7,558 shares; 2025Q2: 7,558 shares; 2025Q3: 7,833 shares; 2025Q4: 7,875 shares; 2026Q1: 7,718 shares; 2026Q2: 7,718 shares 7,718 $1.73M 0.17% 0 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: 10,585 shares; 2024Q4: 10,874 shares; 2025Q1: 10,992 shares; 2025Q2: 11,007 shares; 2025Q3: 10,335 shares; 2025Q4: 10,314 shares; 2026Q1: 10,170 shares; 2026Q2: 10,294 shares 10,294 $1.69M 0.16% +124 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,114 shares; 2024Q4: 29,719 shares; 2025Q1: 30,256 shares; 2025Q2: 31,295 shares; 2025Q3: 32,035 shares; 2025Q4: 32,169 shares; 2026Q1: 32,466 shares; 2026Q2: 32,409 shares 32,409 $1.62M 0.16% -57 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: 12,174 shares; 2024Q4: 12,224 shares; 2025Q1: 12,275 shares; 2025Q2: 11,692 shares; 2025Q3: 12,106 shares; 2025Q4: 12,106 shares; 2026Q1: 10,602 shares; 2026Q2: 11,060 shares 11,060 $1.62M 0.16% +458 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: 12,480 shares; 2024Q4: 12,351 shares; 2025Q1: 12,249 shares; 2025Q2: 12,251 shares; 2025Q3: 12,490 shares; 2025Q4: 12,490 shares; 2026Q1: 12,430 shares; 2026Q2: 11,961 shares 11,961 $1.62M 0.16% -469 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: 5,484 shares; 2024Q4: 4,179 shares; 2025Q1: 3,867 shares; 2025Q2: 3,593 shares; 2025Q3: 3,597 shares; 2025Q4: 3,526 shares; 2026Q1: 3,513 shares; 2026Q2: 3,830 shares 3,830 $1.61M 0.15% +317 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,318 shares; 2024Q4: 30,190 shares; 2025Q1: 30,190 shares; 2025Q2: 27,641 shares; 2025Q3: 27,641 shares; 2025Q4: 27,641 shares; 2026Q1: 26,791 shares; 2026Q2: 32,938 shares 32,938 $1.61M 0.15% +6,147 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,680 shares; 2024Q4: 14,387 shares; 2025Q1: 13,987 shares; 2025Q2: 13,887 shares; 2025Q3: 13,440 shares; 2025Q4: 12,445 shares; 2026Q1: 15,680 shares; 2026Q2: 15,520 shares 15,520 $1.56M 0.15% -160 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: 827 shares; 2024Q4: 828 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 974 shares; 2025Q4: 1,444 shares; 2026Q1: 1,454 shares; 2026Q2: 13,082 shares 13,082 $1.56M 0.15% +11,628 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: 2,322 shares; 2024Q4: 2,798 shares; 2025Q1: 3,002 shares; 2025Q2: 2,954 shares; 2025Q3: 3,193 shares; 2025Q4: 3,081 shares; 2026Q1: 2,808 shares; 2026Q2: 2,576 shares 2,576 $1.5M 0.14% -232 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,597 shares; 2024Q4: 37,545 shares; 2025Q1: 37,545 shares; 2025Q2: 37,124 shares; 2025Q3: 36,171 shares; 2025Q4: 36,171 shares; 2026Q1: 36,171 shares; 2026Q2: 36,171 shares 36,171 $1.49M 0.14% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,230 shares; 2024Q4: 17,270 shares; 2025Q1: 17,367 shares; 2025Q2: 17,456 shares; 2025Q3: 17,460 shares; 2025Q4: 17,463 shares; 2026Q1: 17,666 shares; 2026Q2: 17,731 shares 17,731 $1.46M 0.14% +65 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: 8,504 shares; 2024Q4: 8,497 shares; 2025Q1: 8,516 shares; 2025Q2: 8,520 shares; 2025Q3: 8,842 shares; 2025Q4: 8,806 shares; 2026Q1: 8,812 shares; 2026Q2: 8,775 shares 8,775 $1.45M 0.14% -37 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: 4,340 shares; 2024Q4: 4,333 shares; 2025Q1: 4,336 shares; 2025Q2: 4,340 shares; 2025Q3: 4,344 shares; 2025Q4: 4,462 shares; 2026Q1: 4,245 shares; 2026Q2: 4,250 shares 4,250 $1.44M 0.14% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,145 shares; 2026Q2: 15,539 shares 15,539 $1.42M 0.14% +1,394 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: 20,634 shares; 2024Q4: 17,144 shares; 2025Q1: 17,185 shares; 2025Q2: 17,668 shares; 2025Q3: 17,244 shares; 2025Q4: 16,362 shares; 2026Q1: 16,375 shares; 2026Q2: 16,434 shares 16,434 $1.4M 0.13% +59 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,462 shares; 2024Q4: 18,805 shares; 2025Q1: 19,439 shares; 2025Q2: 19,063 shares; 2025Q3: 19,101 shares; 2025Q4: 18,771 shares; 2026Q1: 21,099 shares; 2026Q2: 20,569 shares 20,569 $1.39M 0.13% -530 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,018 shares; 2024Q4: 75,952 shares; 2025Q1: 76,444 shares; 2025Q2: 76,444 shares; 2025Q3: 76,879 shares; 2025Q4: 77,313 shares; 2026Q1: 77,746 shares; 2026Q2: 77,944 shares 77,944 $1.38M 0.13% +198 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: 2,708 shares; 2024Q4: 3,354 shares; 2025Q1: 4,680 shares; 2025Q2: 3,933 shares; 2025Q3: 4,015 shares; 2025Q4: 4,255 shares; 2026Q1: 4,263 shares; 2026Q2: 4,557 shares 4,557 $1.38M 0.13% +294 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: 4,347 shares; 2024Q4: 4,404 shares; 2025Q1: 4,404 shares; 2025Q2: 4,503 shares; 2025Q3: 4,749 shares; 2025Q4: 5,196 shares; 2026Q1: 5,388 shares; 2026Q2: 5,469 shares 5,469 $1.33M 0.13% +81 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: 3,444 shares; 2024Q4: 3,252 shares; 2025Q1: 3,252 shares; 2025Q2: 3,216 shares; 2025Q3: 3,231 shares; 2025Q4: 3,245 shares; 2026Q1: 3,245 shares; 2026Q2: 3,245 shares 3,245 $1.29M 0.12% 0 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: 5,545 shares; 2024Q4: 5,505 shares; 2025Q1: 5,546 shares; 2025Q2: 5,549 shares; 2025Q3: 5,761 shares; 2025Q4: 5,847 shares; 2026Q1: 5,813 shares; 2026Q2: 5,815 shares 5,815 $1.28M 0.12% +2 Timeline IJS 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: 2,122 shares; 2025Q1: not reported; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares; 2025Q4: 9,354 shares; 2026Q1: 9,354 shares; 2026Q2: 9,354 shares 9,354 $1.28M 0.12% 0 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: 15,506 shares; 2024Q4: 15,241 shares; 2025Q1: 14,140 shares; 2025Q2: 14,140 shares; 2025Q3: 14,151 shares; 2025Q4: 14,109 shares; 2026Q1: 14,002 shares; 2026Q2: 13,229 shares 13,229 $1.27M 0.12% -773 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: 3,153 shares; 2024Q4: 3,254 shares; 2025Q1: 3,438 shares; 2025Q2: 3,307 shares; 2025Q3: 3,425 shares; 2025Q4: 3,283 shares; 2026Q1: 3,288 shares; 2026Q2: 3,310 shares 3,310 $1.25M 0.12% +22 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: 4,942 shares; 2024Q4: 5,735 shares; 2025Q1: 5,635 shares; 2025Q2: 5,646 shares; 2025Q3: 5,653 shares; 2025Q4: 5,715 shares; 2026Q1: 5,713 shares; 2026Q2: 5,734 shares 5,734 $1.25M 0.12% +21 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: 5,510 shares; 2024Q4: 5,519 shares; 2025Q1: 5,519 shares; 2025Q2: 5,519 shares; 2025Q3: 6,201 shares; 2025Q4: 6,418 shares; 2026Q1: 6,466 shares; 2026Q2: 6,466 shares 6,466 $1.23M 0.12% 0 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: 1,099 shares; 2024Q4: 1,161 shares; 2025Q1: 1,139 shares; 2025Q2: 1,100 shares; 2025Q3: 1,190 shares; 2025Q4: 1,088 shares; 2026Q1: 1,059 shares; 2026Q2: 1,212 shares 1,212 $1.13M 0.11% +153 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: 4,353 shares; 2024Q4: 4,360 shares; 2025Q1: 4,361 shares; 2025Q2: 4,534 shares; 2025Q3: 4,540 shares; 2025Q4: 4,895 shares; 2026Q1: 5,210 shares; 2026Q2: 5,121 shares 5,121 $1.13M 0.11% -89 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,750 shares; 2026Q1: 35,995 shares; 2026Q2: 36,040 shares 36,040 $1.12M 0.11% +45 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,840 shares; 2024Q4: 24,067 shares; 2025Q1: 24,067 shares; 2025Q2: 24,067 shares; 2025Q3: 23,831 shares; 2025Q4: 23,831 shares; 2026Q1: 23,831 shares; 2026Q2: 23,628 shares 23,628 $1.09M 0.1% -203 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: 2,956 shares; 2024Q4: 2,832 shares; 2025Q1: 2,850 shares; 2025Q2: 2,901 shares; 2025Q3: 3,096 shares; 2025Q4: 3,133 shares; 2026Q1: 3,135 shares; 2026Q2: 3,136 shares 3,136 $1.08M 0.1% +1 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: 2,539 shares; 2024Q4: 2,595 shares; 2025Q1: 2,602 shares; 2025Q2: 2,602 shares; 2025Q3: 2,604 shares; 2025Q4: 2,779 shares; 2026Q1: 2,727 shares; 2026Q2: 2,730 shares 2,730 $1.08M 0.1% +3 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: 6,864 shares; 2024Q4: 6,992 shares; 2025Q1: 7,269 shares; 2025Q2: 7,197 shares; 2025Q3: 7,283 shares; 2025Q4: 7,391 shares; 2026Q1: 7,189 shares; 2026Q2: 7,276 shares 7,276 $1.07M 0.1% +87 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,733 shares; 2024Q4: 21,520 shares; 2025Q1: 20,993 shares; 2025Q2: 20,926 shares; 2025Q3: 20,451 shares; 2025Q4: 20,451 shares; 2026Q1: 21,231 shares; 2026Q2: 21,227 shares 21,227 $1.05M 0.1% -4 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,250 shares; 2024Q4: 23,250 shares; 2025Q1: 23,250 shares; 2025Q2: 23,250 shares; 2025Q3: 22,750 shares; 2025Q4: 23,667 shares; 2026Q1: 23,667 shares; 2026Q2: 23,667 shares 23,667 $1.05M 0.1% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: 2,009 shares; 2025Q1: 2,068 shares; 2025Q2: 2,068 shares; 2025Q3: 2,319 shares; 2025Q4: 2,277 shares; 2026Q1: 2,247 shares; 2026Q2: 2,185 shares 2,185 $1.04M 0.1% -62 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: 5,682 shares; 2024Q4: 5,560 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 5,598 shares; 2025Q4: 5,762 shares; 2026Q1: 5,764 shares; 2026Q2: 5,765 shares 5,765 $1.04M 0.1% +1 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: 11,874 shares; 2024Q4: 35,649 shares; 2025Q1: 35,694 shares; 2025Q2: 35,738 shares; 2025Q3: 35,781 shares; 2025Q4: 35,827 shares; 2026Q1: 35,869 shares; 2026Q2: 35,914 shares 35,914 $1.04M 0.1% +45 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: 4,649 shares; 2024Q4: 4,650 shares; 2025Q1: 4,670 shares; 2025Q2: 4,670 shares; 2025Q3: 4,681 shares; 2025Q4: 4,682 shares; 2026Q1: 4,683 shares; 2026Q2: 4,635 shares 4,635 $1.04M 0.1% -48 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,430 shares; 2024Q4: 27,412 shares; 2025Q1: 27,412 shares; 2025Q2: 27,412 shares; 2025Q3: 27,412 shares; 2025Q4: 27,412 shares; 2026Q1: 28,273 shares; 2026Q2: 30,100 shares 30,100 $1.02M 0.1% +1,827 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,397 shares; 2024Q4: 5,379 shares; 2025Q1: 5,379 shares; 2025Q2: 5,379 shares; 2025Q3: 5,379 shares; 2025Q4: 5,379 shares; 2026Q1: 5,379 shares; 2026Q2: 5,379 shares 5,379 $1.01M 0.1% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,262 shares; 2024Q4: 1,596 shares; 2025Q1: 2,031 shares; 2025Q2: 2,031 shares; 2025Q3: 2,251 shares; 2025Q4: 2,678 shares; 2026Q1: 2,608 shares; 2026Q2: 2,603 shares 2,603 $1.01M 0.1% -5 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: 7,828 shares; 2025Q1: 7,777 shares; 2025Q2: 7,777 shares; 2025Q3: 8,901 shares; 2025Q4: 9,041 shares; 2026Q1: 8,454 shares; 2026Q2: 8,614 shares 8,614 $1M 0.1% +160 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: 3,794 shares; 2024Q4: 10,760 shares; 2025Q1: 12,597 shares; 2025Q2: 12,628 shares; 2025Q3: 12,702 shares; 2025Q4: 11,355 shares; 2026Q1: 11,349 shares; 2026Q2: 13,485 shares 13,485 $961K 0.09% +2,136 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: not reported; 2024Q4: not reported; 2025Q1: 1,761 shares; 2025Q2: 1,944 shares; 2025Q3: 2,096 shares; 2025Q4: 2,633 shares; 2026Q1: 2,585 shares; 2026Q2: 11,687 shares 11,687 $942K 0.09% +9,102 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: 12,858 shares; 2024Q4: 13,458 shares; 2025Q1: 13,440 shares; 2025Q2: 13,607 shares; 2025Q3: 13,879 shares; 2025Q4: 16,204 shares; 2026Q1: 16,272 shares; 2026Q2: 16,456 shares 16,456 $938K 0.09% +184 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: 9,174 shares; 2024Q4: 9,199 shares; 2025Q1: 9,233 shares; 2025Q2: 9,262 shares; 2025Q3: 9,291 shares; 2025Q4: 9,380 shares; 2026Q1: 9,351 shares; 2026Q2: 9,640 shares 9,640 $930K 0.09% +289 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: 6,466 shares; 2024Q4: 6,473 shares; 2025Q1: 6,537 shares; 2025Q2: 6,442 shares; 2025Q3: 6,921 shares; 2025Q4: 6,925 shares; 2026Q1: 6,929 shares; 2026Q2: 7,015 shares 7,015 $901K 0.09% +86 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: 3,186 shares; 2024Q4: 3,017 shares; 2025Q1: 3,019 shares; 2025Q2: 3,021 shares; 2025Q3: 3,200 shares; 2025Q4: 3,201 shares; 2026Q1: 3,180 shares; 2026Q2: 3,151 shares 3,151 $886K 0.09% -29 Timeline SCZ 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: 10,695 shares; 2026Q1: 10,595 shares; 2026Q2: 10,604 shares 10,604 $872K 0.08% +9 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: 12,644 shares; 2024Q4: 13,994 shares; 2025Q1: 13,994 shares; 2025Q2: 13,319 shares; 2025Q3: 13,318 shares; 2025Q4: 13,318 shares; 2026Q1: 13,318 shares; 2026Q2: 14,325 shares 14,325 $865K 0.08% +1,007 Timeline IBHG 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: 29,827 shares; 2026Q2: 39,002 shares 39,002 $861K 0.08% +9,175 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,730 shares; 2024Q4: 17,730 shares; 2025Q1: 17,730 shares; 2025Q2: 17,730 shares; 2025Q3: 17,730 shares; 2025Q4: 17,730 shares; 2026Q1: 17,730 shares; 2026Q2: 17,730 shares 17,730 $843K 0.08% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,597 shares; 2024Q4: 14,210 shares; 2025Q1: 14,403 shares; 2025Q2: 14,736 shares; 2025Q3: 14,766 shares; 2025Q4: 14,766 shares; 2026Q1: 16,177 shares; 2026Q2: 16,368 shares 16,368 $836K 0.08% +191 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: 2,193 shares; 2024Q4: 2,194 shares; 2025Q1: 2,195 shares; 2025Q2: 2,196 shares; 2025Q3: 2,372 shares; 2025Q4: 2,506 shares; 2026Q1: 2,507 shares; 2026Q2: 2,353 shares 2,353 $834K 0.08% -154 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: 1,773 shares; 2024Q4: 2,187 shares; 2025Q1: 3,228 shares; 2025Q2: 3,268 shares; 2025Q3: 3,279 shares; 2025Q4: 3,738 shares; 2026Q1: 4,062 shares; 2026Q2: 3,864 shares 3,864 $822K 0.08% -198 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: 3,765 shares; 2024Q4: 3,521 shares; 2025Q1: 2,961 shares; 2025Q2: 2,881 shares; 2025Q3: 2,900 shares; 2025Q4: 3,032 shares; 2026Q1: 3,032 shares; 2026Q2: 3,032 shares 3,032 $820K 0.08% 0 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: 3,145 shares; 2024Q4: 3,163 shares; 2025Q1: 3,292 shares; 2025Q2: 3,293 shares; 2025Q3: 3,308 shares; 2025Q4: 3,339 shares; 2026Q1: 3,355 shares; 2026Q2: 3,372 shares 3,372 $819K 0.08% +17 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: 9,835 shares; 2024Q4: 30,222 shares; 2025Q1: 29,770 shares; 2025Q2: 29,770 shares; 2025Q3: 30,064 shares; 2025Q4: 29,335 shares; 2026Q1: 29,135 shares; 2026Q2: 27,545 shares 27,545 $811K 0.08% -1,590 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: 11,722 shares; 2024Q4: 11,681 shares; 2025Q1: 11,767 shares; 2025Q2: 11,681 shares; 2025Q3: 11,681 shares; 2025Q4: 11,181 shares; 2026Q1: 9,181 shares; 2026Q2: 9,182 shares 9,182 $806K 0.08% +1 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: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 14,550 shares; 2025Q3: 14,775 shares; 2025Q4: 8,711 shares; 2026Q1: 8,711 shares; 2026Q2: 8,711 shares 8,711 $802K 0.08% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,672 shares; 2024Q4: 10,676 shares; 2025Q1: 10,679 shares; 2025Q2: 10,681 shares; 2025Q3: 10,685 shares; 2025Q4: 10,688 shares; 2026Q1: 10,692 shares; 2026Q2: 10,696 shares 10,696 $801K 0.08% +4 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,348 shares; 2024Q4: 17,920 shares; 2025Q1: 17,736 shares; 2025Q2: 17,736 shares; 2025Q3: 17,736 shares; 2025Q4: 17,736 shares; 2026Q1: 17,736 shares; 2026Q2: 17,736 shares 17,736 $764K 0.07% 0 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: 29,495 shares; 2024Q4: 34,824 shares; 2025Q1: 36,774 shares; 2025Q2: 36,469 shares; 2025Q3: 35,048 shares; 2025Q4: 33,514 shares; 2026Q1: 33,377 shares; 2026Q2: 31,588 shares 31,588 $761K 0.07% -1,789 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,851 shares; 2024Q4: 4,851 shares; 2025Q1: 4,851 shares; 2025Q2: 4,851 shares; 2025Q3: 4,851 shares; 2025Q4: 4,851 shares; 2026Q1: 4,851 shares; 2026Q2: 4,851 shares 4,851 $758K 0.07% 0 Timeline DISV 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: 16,679 shares; 2024Q4: 17,797 shares; 2025Q1: 17,797 shares; 2025Q2: 18,446 shares; 2025Q3: 18,482 shares; 2025Q4: 18,510 shares; 2026Q1: 18,146 shares; 2026Q2: 18,052 shares 18,052 $724K 0.07% -94 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: 3,212 shares 3,212 $719K 0.07% 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: 3,212 shares 3,212 $710K 0.07% new 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: 10,899 shares; 2024Q4: 13,453 shares; 2025Q1: 10,973 shares; 2025Q2: 9,600 shares; 2025Q3: 9,551 shares; 2025Q4: 9,551 shares; 2026Q1: 9,552 shares; 2026Q2: 9,552 shares 9,552 $687K 0.07% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,748 shares; 2024Q4: 12,748 shares; 2025Q1: 12,748 shares; 2025Q2: 12,943 shares; 2025Q3: 12,943 shares; 2025Q4: 12,943 shares; 2026Q1: 12,943 shares; 2026Q2: 12,943 shares 12,943 $681K 0.07% 0 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: 4,445 shares; 2024Q4: 4,445 shares; 2025Q1: 4,445 shares; 2025Q2: 4,445 shares; 2025Q3: 4,695 shares; 2025Q4: 4,695 shares; 2026Q1: 4,682 shares; 2026Q2: 4,326 shares 4,326 $678K 0.07% -356 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: 3,055 shares; 2024Q4: 3,056 shares; 2025Q1: 3,057 shares; 2025Q2: 3,057 shares; 2025Q3: 3,120 shares; 2025Q4: 3,348 shares; 2026Q1: 3,242 shares; 2026Q2: 3,243 shares 3,243 $678K 0.07% +1 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: 1,444 shares; 2024Q4: 1,470 shares; 2025Q1: 1,547 shares; 2025Q2: 1,542 shares; 2025Q3: 1,518 shares; 2025Q4: 1,595 shares; 2026Q1: 1,595 shares; 2026Q2: 1,582 shares 1,582 $674K 0.06% -13 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,827 shares; 2024Q4: 8,897 shares; 2025Q1: 9,065 shares; 2025Q2: 8,434 shares; 2025Q3: 8,452 shares; 2025Q4: 8,733 shares; 2026Q1: 8,472 shares; 2026Q2: 8,135 shares 8,135 $672K 0.06% -337 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: 1,434 shares; 2024Q4: 1,494 shares; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares; 2026Q1: 1,595 shares; 2026Q2: 1,792 shares 1,792 $670K 0.06% +197 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,184 shares; 2024Q4: 13,184 shares; 2025Q1: 13,184 shares; 2025Q2: 13,184 shares; 2025Q3: 13,184 shares; 2025Q4: 13,184 shares; 2026Q1: 13,184 shares; 2026Q2: 13,184 shares 13,184 $666K 0.06% 0 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: 2,282 shares; 2024Q4: 2,701 shares; 2025Q1: 3,068 shares; 2025Q2: 3,068 shares; 2025Q3: 3,068 shares; 2025Q4: 2,703 shares; 2026Q1: 2,795 shares; 2026Q2: 2,795 shares 2,795 $661K 0.06% 0 Timeline MEM MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,436 shares; 2024Q4: 14,436 shares; 2025Q1: 14,436 shares; 2025Q2: 14,436 shares; 2025Q3: 14,436 shares; 2025Q4: 14,436 shares; 2026Q1: 14,436 shares; 2026Q2: 14,113 shares 14,113 $639K 0.06% -323 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: 3,309 shares; 2024Q4: 3,414 shares; 2025Q1: 3,417 shares; 2025Q2: 3,420 shares; 2025Q3: 3,449 shares; 2025Q4: 3,452 shares; 2026Q1: 3,431 shares; 2026Q2: 3,434 shares 3,434 $635K 0.06% +3 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: 13,053 shares; 2024Q4: 13,053 shares; 2025Q1: 13,053 shares; 2025Q2: 13,053 shares; 2025Q3: 14,560 shares; 2025Q4: 14,618 shares; 2026Q1: 14,618 shares; 2026Q2: 14,618 shares 14,618 $624K 0.06% 0 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: 7,018 shares; 2024Q4: 20,908 shares; 2025Q1: 20,883 shares; 2025Q2: 20,510 shares; 2025Q3: 20,326 shares; 2025Q4: 33,075 shares; 2026Q1: 32,984 shares; 2026Q2: 19,611 shares 19,611 $622K 0.06% -13,373 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,663 shares; 2025Q3: 5,666 shares; 2025Q4: 5,669 shares; 2026Q1: 14,817 shares; 2026Q2: 14,841 shares 14,841 $619K 0.06% +24 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: 3,446 shares; 2024Q4: 3,446 shares; 2025Q1: 3,446 shares; 2025Q2: 3,446 shares; 2025Q3: 3,446 shares; 2025Q4: 3,446 shares; 2026Q1: 3,446 shares; 2026Q2: 3,446 shares 3,446 $615K 0.06% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,994 shares; 2024Q4: 4,022 shares; 2025Q1: 4,022 shares; 2025Q2: 4,022 shares; 2025Q3: 3,485 shares; 2025Q4: 4,620 shares; 2026Q1: 4,569 shares; 2026Q2: 4,834 shares 4,834 $612K 0.06% +265 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: 525 shares; 2024Q4: 529 shares; 2025Q1: 711 shares; 2025Q2: 687 shares; 2025Q3: 697 shares; 2025Q4: 705 shares; 2026Q1: 750 shares; 2026Q2: 821 shares 821 $605K 0.06% +71 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,593 shares; 2024Q4: 14,593 shares; 2025Q1: 14,593 shares; 2025Q2: 14,593 shares; 2025Q3: 14,593 shares; 2025Q4: 14,593 shares; 2026Q1: 14,593 shares; 2026Q2: 14,593 shares 14,593 $603K 0.06% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,508 shares; 2024Q4: 14,508 shares; 2025Q1: 14,508 shares; 2025Q2: 14,508 shares; 2025Q3: 14,508 shares; 2025Q4: 14,508 shares; 2026Q1: 14,508 shares; 2026Q2: 14,508 shares 14,508 $599K 0.06% 0 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: 9,627 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares; 2026Q2: 9,600 shares 9,600 $599K 0.06% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,182 shares; 2025Q1: 10,248 shares; 2025Q2: 10,319 shares; 2025Q3: 10,394 shares; 2025Q4: 10,475 shares; 2026Q1: 10,551 shares; 2026Q2: 10,632 shares 10,632 $599K 0.06% +81 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: 1,451 shares; 2024Q4: 1,517 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares; 2026Q1: 1,606 shares; 2026Q2: 1,648 shares 1,648 $597K 0.06% +42 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $595K 0.06% 0 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: 3,102 shares; 2024Q4: 3,104 shares; 2025Q1: 3,595 shares; 2025Q2: 3,548 shares; 2025Q3: 3,492 shares; 2025Q4: 3,549 shares; 2026Q1: 3,891 shares; 2026Q2: 3,845 shares 3,845 $582K 0.06% -46 Timeline IEI 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: 9,071 shares; 2026Q1: 4,941 shares; 2026Q2: 4,843 shares 4,843 $569K 0.05% -98 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: 1,817 shares; 2024Q4: 1,700 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,950 shares; 2025Q4: 2,074 shares; 2026Q1: 2,074 shares; 2026Q2: 2,074 shares 2,074 $564K 0.05% 0 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: 8,153 shares; 2024Q4: 8,153 shares; 2025Q1: 8,153 shares; 2025Q2: 8,153 shares; 2025Q3: 8,153 shares; 2025Q4: 8,153 shares; 2026Q1: 8,153 shares; 2026Q2: 8,153 shares 8,153 $558K 0.05% 0 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: 7,294 shares; 2024Q4: 14,607 shares; 2025Q1: 14,615 shares; 2025Q2: 14,626 shares; 2025Q3: 15,306 shares; 2025Q4: 15,124 shares; 2026Q1: 15,129 shares; 2026Q2: 15,052 shares 15,052 $544K 0.05% -77 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: 5,744 shares; 2024Q4: 6,114 shares; 2025Q1: 3,640 shares; 2025Q2: 3,562 shares; 2025Q3: 3,545 shares; 2025Q4: 3,545 shares; 2026Q1: 4,208 shares; 2026Q2: 3,622 shares 3,622 $537K 0.05% -586 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,558 shares 4,558 $534K 0.05% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,909 shares; 2024Q4: 9,974 shares; 2025Q1: 9,974 shares; 2025Q2: 9,974 shares; 2025Q3: 10,010 shares; 2025Q4: 10,077 shares; 2026Q1: 10,039 shares; 2026Q2: 9,922 shares 9,922 $532K 0.05% -117 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: 1,711 shares; 2024Q4: 1,711 shares; 2025Q1: 1,780 shares; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares; 2025Q4: 1,683 shares; 2026Q1: 1,683 shares; 2026Q2: 1,683 shares 1,683 $530K 0.05% 0 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: 3,871 shares; 2024Q4: 3,867 shares; 2025Q1: 3,867 shares; 2025Q2: 3,867 shares; 2025Q3: 3,867 shares; 2025Q4: 3,867 shares; 2026Q1: 3,867 shares; 2026Q2: 3,867 shares 3,867 $529K 0.05% 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: 5,634 shares; 2025Q2: 5,634 shares; 2025Q3: 5,634 shares; 2025Q4: 5,634 shares; 2026Q1: 5,634 shares; 2026Q2: 5,597 shares 5,597 $504K 0.05% -37 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,405 shares; 2024Q4: 8,452 shares; 2025Q1: 8,880 shares; 2025Q2: 8,880 shares; 2025Q3: 8,906 shares; 2025Q4: 8,932 shares; 2026Q1: 8,959 shares; 2026Q2: 8,982 shares 8,982 $503K 0.05% +23 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: 3,506 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 3,410 shares; 2025Q3: 3,411 shares; 2025Q4: 3,047 shares; 2026Q1: 3,063 shares; 2026Q2: 3,091 shares 3,091 $500K 0.05% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 429 shares 429 $495K 0.05% new Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,249 shares; 2025Q1: 5,712 shares; 2025Q2: 4,568 shares; 2025Q3: 4,883 shares; 2025Q4: 4,883 shares; 2026Q1: 4,842 shares; 2026Q2: 9,184 shares 9,184 $484K 0.05% +4,342 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: 6,580 shares; 2024Q4: 6,214 shares; 2025Q1: 6,440 shares; 2025Q2: 6,390 shares; 2025Q3: 6,589 shares; 2025Q4: 4,973 shares; 2026Q1: 4,733 shares; 2026Q2: 4,733 shares 4,733 $484K 0.05% 0 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: 657 shares; 2024Q4: 657 shares; 2025Q1: 687 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 687 shares; 2026Q2: 687 shares 687 $483K 0.05% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,139 shares; 2024Q4: 2,139 shares; 2025Q1: 2,139 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 2,049 shares; 2026Q1: 2,049 shares; 2026Q2: 2,049 shares 2,049 $470K 0.05% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 547 shares; 2026Q1: 547 shares; 2026Q2: 547 shares 547 $469K 0.05% 0 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: 957 shares; 2024Q4: 945 shares; 2025Q1: 910 shares; 2025Q2: 895 shares; 2025Q3: 893 shares; 2025Q4: 907 shares; 2026Q1: 908 shares; 2026Q2: 908 shares 908 $467K 0.04% 0 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,017 shares; 2024Q4: 10,960 shares; 2025Q1: 10,960 shares; 2025Q2: 10,960 shares; 2025Q3: 10,960 shares; 2025Q4: 10,909 shares; 2026Q1: 9,927 shares; 2026Q2: 11,394 shares 11,394 $465K 0.04% +1,467 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: 4,718 shares; 2024Q4: 4,529 shares; 2025Q1: 4,579 shares; 2025Q2: 4,529 shares; 2025Q3: 4,529 shares; 2025Q4: 4,529 shares; 2026Q1: 4,529 shares; 2026Q2: 4,173 shares 4,173 $458K 0.04% -356 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 336 shares 336 $457K 0.04% 0 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,965 shares; 2024Q4: 21,965 shares; 2025Q1: 21,965 shares; 2025Q2: 21,965 shares; 2025Q3: 21,965 shares; 2025Q4: 20,713 shares; 2026Q1: 26,557 shares; 2026Q2: 17,057 shares 17,057 $441K 0.04% -9,500 Timeline DIHP 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: 9,138 shares; 2024Q4: 9,147 shares; 2025Q1: 9,152 shares; 2025Q2: 9,172 shares; 2025Q3: 9,179 shares; 2025Q4: 9,186 shares; 2026Q1: 12,902 shares; 2026Q2: 12,918 shares 12,918 $441K 0.04% +16 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,997 shares; 2024Q4: 3,976 shares; 2025Q1: 3,976 shares; 2025Q2: 3,976 shares; 2025Q3: 3,976 shares; 2025Q4: 3,976 shares; 2026Q1: 3,976 shares; 2026Q2: 3,976 shares 3,976 $438K 0.04% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335 shares; 2025Q4: 367 shares; 2026Q1: 367 shares; 2026Q2: 370 shares 370 $435K 0.04% +3 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: 4,103 shares; 2024Q4: 4,080 shares; 2025Q1: 4,080 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 4,539 shares; 2026Q1: 4,539 shares; 2026Q2: 4,539 shares 4,539 $434K 0.04% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 392 shares; 2026Q1: 427 shares; 2026Q2: 427 shares 427 $432K 0.04% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,623 shares; 2024Q4: 7,631 shares; 2025Q1: 8,388 shares; 2025Q2: 8,397 shares; 2025Q3: 8,405 shares; 2025Q4: 8,413 shares; 2026Q1: 9,009 shares; 2026Q2: 9,014 shares 9,014 $429K 0.04% +5 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,387 shares; 2026Q2: 2,620 shares 2,620 $428K 0.04% +233 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,486 shares; 2024Q4: 6,489 shares; 2025Q1: 6,486 shares; 2025Q2: 6,486 shares; 2025Q3: 6,486 shares; 2025Q4: 7,681 shares; 2026Q1: 7,687 shares; 2026Q2: 7,702 shares 7,702 $428K 0.04% +15 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,224 shares; 2024Q4: 3,542 shares; 2025Q1: 3,542 shares; 2025Q2: 3,542 shares; 2025Q3: 3,597 shares; 2025Q4: 4,063 shares; 2026Q1: 4,043 shares; 2026Q2: 4,043 shares 4,043 $420K 0.04% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: 1,691 shares; 2025Q2: 1,072 shares; 2025Q3: 1,139 shares; 2025Q4: 1,099 shares; 2026Q1: 1,031 shares; 2026Q2: 996 shares 996 $414K 0.04% -35 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,207 shares; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares; 2025Q2: 3,463 shares; 2025Q3: 3,463 shares; 2025Q4: 3,150 shares; 2026Q1: 3,250 shares; 2026Q2: 3,580 shares 3,580 $409K 0.04% +330 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,521 shares; 2024Q4: 9,420 shares; 2025Q1: 9,221 shares; 2025Q2: 9,221 shares; 2025Q3: 8,624 shares; 2025Q4: 8,624 shares; 2026Q1: 9,472 shares; 2026Q2: 8,925 shares 8,925 $405K 0.04% -547 Timeline PUSH PGIM ETF TR More: the full row for PGIM 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: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $403K 0.04% 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: 16,512 shares; 2024Q4: 16,335 shares; 2025Q1: 16,686 shares; 2025Q2: 16,424 shares; 2025Q3: 16,338 shares; 2025Q4: 18,793 shares; 2026Q1: 18,901 shares; 2026Q2: 19,452 shares 19,452 $403K 0.04% +551 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: 613 shares; 2024Q4: 613 shares; 2025Q1: 623 shares; 2025Q2: 623 shares; 2025Q3: 634 shares; 2025Q4: 634 shares; 2026Q1: 634 shares; 2026Q2: 634 shares 634 $402K 0.04% 0 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: 1,219 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 917 shares; 2026Q1: 917 shares; 2026Q2: 980 shares 980 $401K 0.04% +63 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: 3,941 shares; 2024Q4: 2,111 shares; 2025Q1: 2,132 shares; 2025Q2: 2,106 shares; 2025Q3: 2,106 shares; 2025Q4: 2,106 shares; 2026Q1: 2,106 shares; 2026Q2: 2,106 shares 2,106 $401K 0.04% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,035 shares; 2025Q3: 2,009 shares; 2025Q4: 2,011 shares; 2026Q1: 1,996 shares; 2026Q2: 1,999 shares 1,999 $401K 0.04% +3 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,683 shares; 2025Q1: 1,683 shares; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares; 2025Q4: 1,683 shares; 2026Q1: 1,683 shares; 2026Q2: 1,683 shares 1,683 $400K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,190 shares 3,190 $398K 0.04% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,573 shares; 2024Q4: 7,562 shares; 2025Q1: 7,562 shares; 2025Q2: 7,562 shares; 2025Q3: 7,562 shares; 2025Q4: 7,562 shares; 2026Q1: 7,562 shares; 2026Q2: 7,562 shares 7,562 $396K 0.04% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,690 shares; 2024Q4: 3,690 shares; 2025Q1: 3,690 shares; 2025Q2: 3,690 shares; 2025Q3: 3,690 shares; 2025Q4: 3,690 shares; 2026Q1: 3,690 shares; 2026Q2: 3,690 shares 3,690 $395K 0.04% 0 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,712 shares; 2026Q1: 17,236 shares; 2026Q2: 17,242 shares 17,242 $387K 0.04% +6 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,361 shares; 2024Q4: 4,366 shares; 2025Q1: 4,372 shares; 2025Q2: 4,378 shares; 2025Q3: 4,386 shares; 2025Q4: 4,395 shares; 2026Q1: 4,402 shares; 2026Q2: 4,409 shares 4,409 $383K 0.04% +7 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: 4,320 shares; 2024Q4: 4,383 shares; 2025Q1: 4,421 shares; 2025Q2: 4,435 shares; 2025Q3: 4,476 shares; 2025Q4: 4,531 shares; 2026Q1: 4,978 shares; 2026Q2: 4,602 shares 4,602 $380K 0.04% -376 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,384 shares; 2024Q4: 7,384 shares; 2025Q1: 6,634 shares; 2025Q2: 6,420 shares; 2025Q3: 6,420 shares; 2025Q4: 6,420 shares; 2026Q1: 6,420 shares; 2026Q2: 6,420 shares 6,420 $378K 0.04% 0 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,015 shares; 2025Q1: 7,998 shares; 2025Q2: 7,528 shares; 2025Q3: 7,136 shares; 2025Q4: 7,048 shares; 2026Q1: 8,895 shares; 2026Q2: 10,110 shares 10,110 $377K 0.04% +1,215 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439 shares; 2025Q4: 436 shares; 2026Q1: not reported; 2026Q2: 492 shares 492 $375K 0.04% new Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 816 shares; 2026Q2: 1,295 shares 1,295 $370K 0.04% +479 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,762 shares; 2024Q4: 3,793 shares; 2025Q1: 3,790 shares; 2025Q2: 3,816 shares; 2025Q3: 3,692 shares; 2025Q4: 3,875 shares; 2026Q1: 3,876 shares; 2026Q2: 4,342 shares 4,342 $368K 0.04% +466 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: 3,003 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 2,537 shares; 2026Q2: 2,537 shares 2,537 $363K 0.03% 0 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,162 shares; 2025Q2: 6,985 shares; 2025Q3: 6,644 shares; 2025Q4: 6,560 shares; 2026Q1: 8,353 shares; 2026Q2: 9,517 shares 9,517 $363K 0.03% +1,164 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,361 shares; 2024Q4: 1,362 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,499 shares; 2025Q4: 1,499 shares; 2026Q1: 1,500 shares; 2026Q2: 1,501 shares 1,501 $357K 0.03% +1 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: 2,947 shares; 2024Q4: 4,463 shares; 2025Q1: 4,492 shares; 2025Q2: 4,502 shares; 2025Q3: 4,533 shares; 2025Q4: 4,575 shares; 2026Q1: 4,596 shares; 2026Q2: 4,630 shares 4,630 $355K 0.03% +34 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,048 shares; 2024Q4: 1,048 shares; 2025Q1: 1,119 shares; 2025Q2: 1,120 shares; 2025Q3: 1,122 shares; 2025Q4: 1,296 shares; 2026Q1: 1,398 shares; 2026Q2: 1,400 shares 1,400 $348K 0.03% +2 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,469 shares; 2024Q4: 5,521 shares; 2025Q1: 4,937 shares; 2025Q2: 4,862 shares; 2025Q3: 4,862 shares; 2025Q4: 4,687 shares; 2026Q1: 4,574 shares; 2026Q2: 4,574 shares 4,574 $347K 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 2,136 shares; 2025Q4: 2,457 shares; 2026Q1: 2,457 shares; 2026Q2: 2,457 shares 2,457 $344K 0.03% 0 Timeline XLG 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: 5,564 shares 5,564 $341K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,162 shares; 2024Q4: 1,149 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,176 shares; 2025Q4: 1,097 shares; 2026Q1: 1,098 shares; 2026Q2: 1,077 shares 1,077 $337K 0.03% -21 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,193 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares; 2026Q2: 2,140 shares 2,140 $336K 0.03% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,074 shares; 2024Q4: 9,074 shares; 2025Q1: 9,074 shares; 2025Q2: 9,074 shares; 2025Q3: 9,074 shares; 2025Q4: 8,508 shares; 2026Q1: 7,361 shares; 2026Q2: 6,927 shares 6,927 $331K 0.03% -434 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 865 shares; 2025Q4: 1,730 shares; 2026Q1: 1,730 shares; 2026Q2: 1,730 shares 1,730 $330K 0.03% 0 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS 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: 8,526 shares; 2025Q4: 8,533 shares; 2026Q1: 10,297 shares; 2026Q2: 10,014 shares 10,014 $329K 0.03% -283 Timeline VSS 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: 1,907 shares; 2024Q4: 1,943 shares; 2025Q1: 1,943 shares; 2025Q2: 1,952 shares; 2025Q3: 1,961 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,082 shares 2,082 $321K 0.03% +82 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,433 shares; 2025Q1: 18,496 shares; 2025Q2: 18,569 shares; 2025Q3: 18,646 shares; 2025Q4: 16,593 shares; 2026Q1: 16,667 shares; 2026Q2: 16,739 shares 16,739 $320K 0.03% +72 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 5,765 shares; 2026Q1: 5,765 shares; 2026Q2: 5,298 shares 5,298 $319K 0.03% -467 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: 5,515 shares; 2024Q4: 5,690 shares; 2025Q1: 5,861 shares; 2025Q2: 5,830 shares; 2025Q3: 5,842 shares; 2025Q4: 5,790 shares; 2026Q1: 5,800 shares; 2026Q2: 5,522 shares 5,522 $318K 0.03% -278 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: 206 shares; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: 306 shares; 2025Q4: 334 shares; 2026Q1: 328 shares; 2026Q2: 328 shares 328 $315K 0.03% 0 Timeline AVMC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,909 shares 3,909 $314K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,022 shares; 2025Q3: 1,231 shares; 2025Q4: 1,596 shares; 2026Q1: 1,494 shares; 2026Q2: 1,444 shares 1,444 $313K 0.03% -50 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: 7,123 shares; 2024Q4: 6,912 shares; 2025Q1: 6,994 shares; 2025Q2: 6,994 shares; 2025Q3: 6,999 shares; 2025Q4: 7,285 shares; 2026Q1: 7,103 shares; 2026Q2: 7,289 shares 7,289 $309K 0.03% +186 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: 4,511 shares; 2024Q4: 4,504 shares; 2025Q1: 4,505 shares; 2025Q2: 4,505 shares; 2025Q3: 4,506 shares; 2025Q4: 4,508 shares; 2026Q1: 4,509 shares; 2026Q2: 5,317 shares 5,317 $308K 0.03% +808 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,394 shares; 2024Q4: 2,394 shares; 2025Q1: 2,427 shares; 2025Q2: 2,427 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: 2,472 shares; 2026Q2: 2,472 shares 2,472 $304K 0.03% 0 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: 457 shares; 2024Q4: 457 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 473 shares; 2025Q4: 4,240 shares; 2026Q1: 4,240 shares; 2026Q2: 4,240 shares 4,240 $303K 0.03% 0 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: 751 shares; 2024Q4: 750 shares; 2025Q1: 798 shares; 2025Q2: 773 shares; 2025Q3: 773 shares; 2025Q4: 888 shares; 2026Q1: 888 shares; 2026Q2: 888 shares 888 $303K 0.03% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,875 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,875 shares; 2025Q4: 4,875 shares; 2026Q1: 1,125 shares; 2026Q2: 1,125 shares 1,125 $298K 0.03% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,155 shares; 2024Q4: 7,816 shares; 2025Q1: 7,466 shares; 2025Q2: 7,466 shares; 2025Q3: 7,466 shares; 2025Q4: 6,609 shares; 2026Q1: 6,609 shares; 2026Q2: 6,475 shares 6,475 $296K 0.03% -134 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,327 shares; 2024Q4: 5,086 shares; 2025Q1: not reported; 2025Q2: 5,102 shares; 2025Q3: 5,102 shares; 2025Q4: 5,110 shares; 2026Q1: 5,117 shares; 2026Q2: 5,096 shares 5,096 $295K 0.03% -21 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: 1,913 shares; 2024Q4: 1,914 shares; 2025Q1: 1,914 shares; 2025Q2: 1,915 shares; 2025Q3: 1,827 shares; 2025Q4: 2,169 shares; 2026Q1: 2,169 shares; 2026Q2: 2,169 shares 2,169 $294K 0.03% 0 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: 2,317 shares; 2024Q4: 2,337 shares; 2025Q1: 2,352 shares; 2025Q2: 2,352 shares; 2025Q3: 2,364 shares; 2025Q4: not reported; 2026Q1: 2,392 shares; 2026Q2: 2,325 shares 2,325 $294K 0.03% -67 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,575 shares; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares; 2026Q2: 3,575 shares 3,575 $290K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,824 shares 1,824 $288K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,436 shares; 2025Q2: 3,786 shares; 2025Q3: 3,786 shares; 2025Q4: 3,789 shares; 2026Q1: 3,789 shares; 2026Q2: 3,801 shares 3,801 $287K 0.03% +12 Timeline XMHQ 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: 2,535 shares; 2025Q2: 2,535 shares; 2025Q3: 2,535 shares; 2025Q4: 2,535 shares; 2026Q1: 2,535 shares; 2026Q2: 2,535 shares 2,535 $286K 0.03% 0 Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,877 shares; 2025Q3: 2,883 shares; 2025Q4: 2,903 shares; 2026Q1: 3,214 shares; 2026Q2: 3,214 shares 3,214 $285K 0.03% 0 Timeline AVMV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,512 shares 3,512 $283K 0.03% new Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,841 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 2,841 shares; 2025Q3: 2,841 shares; 2025Q4: 2,841 shares; 2026Q1: 2,841 shares; 2026Q2: 2,916 shares 2,916 $279K 0.03% +75 Timeline IYW 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: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: not reported; 2026Q2: 1,091 shares 1,091 $275K 0.03% new 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: not reported; 2026Q1: not reported; 2026Q2: 138 shares 138 $275K 0.03% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,908 shares; 2024Q4: 5,908 shares; 2025Q1: 5,908 shares; 2025Q2: 5,908 shares; 2025Q3: 5,908 shares; 2025Q4: 5,908 shares; 2026Q1: 5,908 shares; 2026Q2: 5,908 shares 5,908 $271K 0.03% 0 Timeline BSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,466 shares; 2024Q4: 12,989 shares; 2025Q1: 12,319 shares; 2025Q2: 10,348 shares; 2025Q3: 10,059 shares; 2025Q4: 8,471 shares; 2026Q1: 7,373 shares; 2026Q2: 6,794 shares 6,794 $267K 0.03% -579 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: not reported; 2026Q1: not reported; 2026Q2: 405 shares 405 $266K 0.03% new Timeline XLI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,358 shares; 2025Q4: 1,527 shares; 2026Q1: 1,527 shares; 2026Q2: 1,432 shares 1,432 $265K 0.03% -95 Timeline IXUS 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: 2,767 shares; 2025Q3: 2,767 shares; 2025Q4: 2,767 shares; 2026Q1: 2,767 shares; 2026Q2: 2,767 shares 2,767 $264K 0.03% 0 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: 8,151 shares; 2024Q4: 8,151 shares; 2025Q1: 8,151 shares; 2025Q2: 8,151 shares; 2025Q3: 5,540 shares; 2025Q4: 5,540 shares; 2026Q1: 5,540 shares; 2026Q2: 5,540 shares 5,540 $263K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,153 shares; 2025Q4: 1,153 shares; 2026Q1: 1,153 shares; 2026Q2: 1,153 shares 1,153 $262K 0.03% 0 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR 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: 1,636 shares 1,636 $262K 0.03% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,121 shares; 2025Q1: 3,046 shares; 2025Q2: 3,046 shares; 2025Q3: 3,076 shares; 2025Q4: 3,076 shares; 2026Q1: 3,076 shares; 2026Q2: 3,022 shares 3,022 $261K 0.03% -54 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,937 shares; 2024Q4: 12,937 shares; 2025Q1: 12,937 shares; 2025Q2: 12,937 shares; 2025Q3: 12,937 shares; 2025Q4: 12,937 shares; 2026Q1: 12,937 shares; 2026Q2: 12,937 shares 12,937 $258K 0.02% 0 Timeline RING 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: 3,963 shares; 2025Q4: 3,965 shares; 2026Q1: 3,965 shares; 2026Q2: 3,967 shares 3,967 $256K 0.02% +2 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,191 shares; 2024Q4: 5,191 shares; 2025Q1: 5,191 shares; 2025Q2: 5,191 shares; 2025Q3: 4,359 shares; 2025Q4: 4,359 shares; 2026Q1: 4,359 shares; 2026Q2: 4,725 shares 4,725 $256K 0.02% +366 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: not reported; 2026Q2: 995 shares 995 $254K 0.02% 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: 2,183 shares; 2024Q4: 2,195 shares; 2025Q1: 2,220 shares; 2025Q2: 2,225 shares; 2025Q3: 2,247 shares; 2025Q4: 2,272 shares; 2026Q1: 2,272 shares; 2026Q2: 2,310 shares 2,310 $253K 0.02% +38 Timeline JIG 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: 3,026 shares; 2025Q2: 3,026 shares; 2025Q3: 3,084 shares; 2025Q4: 3,110 shares; 2026Q1: 2,899 shares; 2026Q2: 2,899 shares 2,899 $253K 0.02% 0 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,553 shares; 2024Q4: 9,948 shares; 2025Q1: 9,952 shares; 2025Q2: 10,513 shares; 2025Q3: 10,513 shares; 2025Q4: 9,729 shares; 2026Q1: 9,729 shares; 2026Q2: 9,729 shares 9,729 $251K 0.02% 0 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,720 shares; 2025Q3: 9,071 shares; 2025Q4: 9,605 shares; 2026Q1: 10,526 shares; 2026Q2: 10,568 shares 10,568 $251K 0.02% +42 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES 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: 2,122 shares 2,122 $248K 0.02% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 967 shares; 2026Q2: 967 shares 967 $247K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 779 shares; 2026Q1: 803 shares; 2026Q2: 794 shares 794 $243K 0.02% -9 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 1,776 shares 1,776 $241K 0.02% new Timeline SGOV 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: 3,195 shares; 2025Q3: 2,867 shares; 2025Q4: 2,877 shares; 2026Q1: 2,878 shares; 2026Q2: 2,375 shares 2,375 $239K 0.02% -503 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: not reported; 2026Q2: 626 shares 626 $235K 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON 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: 4,889 shares; 2026Q1: 4,919 shares; 2026Q2: 4,952 shares 4,952 $231K 0.02% +33 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,062 shares; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares; 2025Q4: 3,062 shares; 2026Q1: 3,062 shares; 2026Q2: 3,062 shares 3,062 $230K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,209 shares 2,209 $228K 0.02% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC 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: 1,200 shares; 2026Q2: 1,200 shares 1,200 $228K 0.02% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC 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: 2,498 shares; 2026Q2: 2,392 shares 2,392 $227K 0.02% -106 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: 411 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 445 shares; 2026Q2: 445 shares 445 $227K 0.02% 0 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 6,224 shares; 2025Q4: 6,224 shares; 2026Q1: 6,224 shares; 2026Q2: 6,224 shares 6,224 $224K 0.02% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,327 shares; 2026Q1: 3,327 shares; 2026Q2: 3,327 shares 3,327 $223K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $222K 0.02% new Timeline DFSU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,769 shares 4,769 $222K 0.02% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,017 shares; 2024Q4: 2,145 shares; 2025Q1: 2,135 shares; 2025Q2: 2,098 shares; 2025Q3: 2,072 shares; 2025Q4: 2,367 shares; 2026Q1: 2,367 shares; 2026Q2: 2,409 shares 2,409 $219K 0.02% +42 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,017 shares; 2025Q1: 6,017 shares; 2025Q2: not reported; 2025Q3: 5,722 shares; 2025Q4: 5,722 shares; 2026Q1: 5,722 shares; 2026Q2: 5,722 shares 5,722 $217K 0.02% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,842 shares; 2025Q4: 2,846 shares; 2026Q1: 2,846 shares; 2026Q2: 2,876 shares 2,876 $217K 0.02% +30 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 956 shares; 2025Q1: not reported; 2025Q2: 956 shares; 2025Q3: 972 shares; 2025Q4: 1,948 shares; 2026Q1: 1,844 shares; 2026Q2: 1,844 shares 1,844 $216K 0.02% 0 Timeline SUB 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: 1,925 shares; 2026Q2: 1,981 shares 1,981 $211K 0.02% +56 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,632 shares; 2024Q4: 1,789 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,771 shares; 2026Q2: 1,609 shares 1,609 $210K 0.02% -162 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 277 shares; 2026Q1: 277 shares; 2026Q2: 277 shares 277 $209K 0.02% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 8,695 shares; 2025Q4: 8,695 shares; 2026Q1: not reported; 2026Q2: 8,720 shares 8,720 $209K 0.02% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $208K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 610 shares 610 $208K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,905 shares; 2024Q4: 1,907 shares; 2025Q1: not reported; 2025Q2: 1,968 shares; 2025Q3: not reported; 2025Q4: 1,900 shares; 2026Q1: not reported; 2026Q2: 1,926 shares 1,926 $208K 0.02% new Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES 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: 4,133 shares; 2026Q2: 4,133 shares 4,133 $204K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,606 shares; 2026Q2: 1,607 shares 1,607 $203K 0.02% +1 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: 1,198 shares; 2024Q4: 1,200 shares; 2025Q1: 1,201 shares; 2025Q2: 1,203 shares; 2025Q3: 1,204 shares; 2025Q4: 1,206 shares; 2026Q1: 1,208 shares; 2026Q2: 1,210 shares 1,210 $203K 0.02% +2 Timeline DEHP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,686 shares 4,686 $200K 0.02% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,005 shares; 2024Q4: 9,983 shares; 2025Q1: 11,866 shares; 2025Q2: 11,866 shares; 2025Q3: 11,866 shares; 2025Q4: 11,696 shares; 2026Q1: 11,696 shares; 2026Q2: 11,696 shares 11,696 $157K 0.02% 0 Timeline RLMD RELMADA THERAPEUTICS INC More: the full row for RELMADA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $69.2K 0.01% 0 Timeline EVF EATON VANCE SR INCOME TR More: the full row for EATON VANCE SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,962 shares; 2024Q4: 11,962 shares; 2025Q1: 11,962 shares; 2025Q2: 11,962 shares; 2025Q3: 11,962 shares; 2025Q4: 11,962 shares; 2026Q1: 11,962 shares; 2026Q2: 11,962 shares 11,962 $59.6K 0.01% 0 Timeline