IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,944 shares; 2025Q1: 23,737 shares; 2025Q2: 24,296 shares; 2025Q3: 24,494 shares; 2025Q4: 25,697 shares; 2026Q1: 25,605 shares; 2026Q2: 26,068 shares; 2026Q3: 25,979 shares 25,979 $19.9M 7.09% -89 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,119 shares; 2025Q1: 21,305 shares; 2025Q2: 19,549 shares; 2025Q3: 18,731 shares; 2025Q4: 18,067 shares; 2026Q1: 18,539 shares; 2026Q2: 18,132 shares; 2026Q3: 18,215 shares 18,215 $13.9M 4.95% +83 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,254 shares; 2025Q1: 51,177 shares; 2025Q2: 51,101 shares; 2025Q3: 50,987 shares; 2025Q4: 51,034 shares; 2026Q1: 50,504 shares; 2026Q2: 50,332 shares; 2026Q3: 50,207 shares 50,207 $11.7M 4.17% -125 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121,645 shares; 2025Q1: 133,228 shares; 2025Q2: 134,163 shares; 2025Q3: 142,474 shares; 2025Q4: 143,370 shares; 2026Q1: 131,038 shares; 2026Q2: 126,904 shares; 2026Q3: 127,932 shares 127,932 $9.99M 3.56% +1,028 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,923 shares; 2025Q1: 68,024 shares; 2025Q2: 82,482 shares; 2025Q3: 102,451 shares; 2025Q4: 117,285 shares; 2026Q1: 140,130 shares; 2026Q2: 170,956 shares; 2026Q3: 194,008 shares 194,008 $9M 3.21% +23,052 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,329 shares; 2025Q1: 28,602 shares; 2025Q2: 31,695 shares; 2025Q3: 27,346 shares; 2025Q4: 26,901 shares; 2026Q1: 26,337 shares; 2026Q2: 26,409 shares; 2026Q3: 26,087 shares 26,087 $8.69M 3.09% -322 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,054 shares; 2025Q1: 101,983 shares; 2025Q2: 100,680 shares; 2025Q3: 96,790 shares; 2025Q4: 100,465 shares; 2026Q1: 104,018 shares; 2026Q2: 102,935 shares; 2026Q3: 106,909 shares 106,909 $7.69M 2.74% +3,974 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 159,187 shares; 2025Q1: 155,067 shares; 2025Q2: 155,584 shares; 2025Q3: 158,860 shares; 2025Q4: 160,652 shares; 2026Q1: 158,122 shares; 2026Q2: 161,426 shares; 2026Q3: 161,560 shares 161,560 $5.8M 2.07% +134 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,359 shares; 2025Q1: 11,376 shares; 2025Q2: 11,144 shares; 2025Q3: 11,069 shares; 2025Q4: 11,088 shares; 2026Q1: 11,096 shares; 2026Q2: 11,460 shares; 2026Q3: 11,200 shares 11,200 $5.74M 2.05% -260 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,477 shares; 2025Q1: 23,606 shares; 2025Q2: 23,798 shares; 2025Q3: 23,078 shares; 2025Q4: 21,454 shares; 2026Q1: 21,509 shares; 2026Q2: 24,003 shares; 2026Q3: 24,172 shares 24,172 $5.52M 1.97% +169 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,722 shares; 2025Q1: 124,979 shares; 2025Q2: 181,271 shares; 2025Q3: 170,717 shares; 2025Q4: 201,602 shares; 2026Q1: 197,856 shares; 2026Q2: 206,562 shares; 2026Q3: 217,685 shares 217,685 $5.19M 1.85% +11,123 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,571 shares; 2025Q1: 55,717 shares; 2025Q2: 59,550 shares; 2025Q3: 66,853 shares; 2025Q4: 82,156 shares; 2026Q1: 93,852 shares; 2026Q2: 97,430 shares; 2026Q3: 100,313 shares 100,313 $5.14M 1.83% +2,883 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225,899 shares; 2025Q1: 216,382 shares; 2025Q2: 215,145 shares; 2025Q3: 209,170 shares; 2025Q4: 192,311 shares; 2026Q1: 176,916 shares; 2026Q2: 174,562 shares; 2026Q3: 167,607 shares 167,607 $5.03M 1.79% -6,955 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,487 shares; 2025Q1: 27,451 shares; 2025Q2: 31,929 shares; 2025Q3: 37,453 shares; 2025Q4: 39,705 shares; 2026Q1: 44,345 shares; 2026Q2: 46,350 shares; 2026Q3: 50,578 shares 50,578 $5.01M 1.78% +4,228 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,768 shares; 2025Q1: 54,118 shares; 2025Q2: 57,291 shares; 2025Q3: 43,550 shares; 2025Q4: 41,006 shares; 2026Q1: 39,480 shares; 2026Q2: 37,133 shares; 2026Q3: 36,454 shares 36,454 $4.96M 1.77% -679 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156,385 shares; 2025Q4: 163,967 shares; 2026Q1: 143,986 shares; 2026Q2: 129,658 shares; 2026Q3: 130,275 shares 130,275 $4.88M 1.74% +617 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,557 shares; 2025Q1: 14,970 shares; 2025Q2: 13,848 shares; 2025Q3: 14,101 shares; 2025Q4: 13,133 shares; 2026Q1: 12,668 shares; 2026Q2: 12,457 shares; 2026Q3: 12,621 shares 12,621 $4.34M 1.55% +164 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,195 shares; 2025Q1: 17,328 shares; 2025Q2: 17,105 shares; 2025Q3: 16,870 shares; 2025Q4: 16,941 shares; 2026Q1: 16,307 shares; 2026Q2: 16,425 shares; 2026Q3: 15,806 shares 15,806 $4.18M 1.49% -619 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,379 shares; 2025Q1: 20,671 shares; 2025Q2: 29,140 shares; 2025Q3: 33,182 shares; 2025Q4: 37,400 shares; 2026Q1: 42,357 shares; 2026Q2: 42,212 shares; 2026Q3: 44,044 shares 44,044 $3.95M 1.41% +1,832 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,789 shares; 2025Q1: 9,378 shares; 2025Q2: 11,668 shares; 2025Q3: 14,222 shares; 2025Q4: 14,829 shares; 2026Q1: 17,297 shares; 2026Q2: 18,461 shares; 2026Q3: 18,902 shares 18,902 $3.93M 1.4% +441 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,206 shares; 2025Q1: 36,692 shares; 2025Q2: 36,859 shares; 2025Q3: 36,830 shares; 2025Q4: 37,340 shares; 2026Q1: 39,367 shares; 2026Q2: 38,971 shares; 2026Q3: 39,454 shares 39,454 $3.82M 1.36% +483 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,838 shares; 2025Q1: 10,663 shares; 2025Q2: 10,654 shares; 2025Q3: 10,642 shares; 2025Q4: 10,634 shares; 2026Q1: 10,541 shares; 2026Q2: 10,630 shares; 2026Q3: 10,608 shares 10,608 $3.51M 1.25% -22 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,898 shares; 2025Q1: 11,787 shares; 2025Q2: 11,666 shares; 2025Q3: 11,208 shares; 2025Q4: 10,934 shares; 2026Q1: 10,768 shares; 2026Q2: 10,369 shares; 2026Q3: 9,874 shares 9,874 $3.36M 1.2% -495 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,910 shares; 2025Q1: 27,151 shares; 2025Q2: 26,952 shares; 2025Q3: 30,020 shares; 2025Q4: 32,566 shares; 2026Q1: 34,624 shares; 2026Q2: 32,005 shares; 2026Q3: 34,231 shares 34,231 $3.24M 1.15% +2,226 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,902 shares; 2025Q1: 11,140 shares; 2025Q2: 11,299 shares; 2025Q3: 10,938 shares; 2025Q4: 10,850 shares; 2026Q1: 11,441 shares; 2026Q2: 11,424 shares; 2026Q3: 11,963 shares 11,963 $2.98M 1.06% +539 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,992 shares; 2025Q1: 16,723 shares; 2025Q2: 16,609 shares; 2025Q3: 15,416 shares; 2025Q4: 15,234 shares; 2026Q1: 15,034 shares; 2026Q2: 14,677 shares; 2026Q3: 14,387 shares 14,387 $2.67M 0.95% -290 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,840 shares; 2025Q1: 36,119 shares; 2025Q2: 34,839 shares; 2025Q3: 40,133 shares; 2025Q4: 41,982 shares; 2026Q1: 43,675 shares; 2026Q2: 47,002 shares; 2026Q3: 51,942 shares 51,942 $2.62M 0.93% +4,940 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,502 shares; 2025Q1: 13,227 shares; 2025Q2: 13,321 shares; 2025Q3: 14,272 shares; 2025Q4: 14,757 shares; 2026Q1: 15,247 shares; 2026Q2: 16,173 shares; 2026Q3: 16,696 shares 16,696 $2.59M 0.92% +523 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,230 shares; 2025Q1: 9,010 shares; 2025Q2: 8,986 shares; 2025Q3: 8,679 shares; 2025Q4: 8,493 shares; 2026Q1: 8,409 shares; 2026Q2: 8,441 shares; 2026Q3: 8,439 shares 8,439 $2.57M 0.91% -2 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,492 shares 15,492 $2.52M 0.9% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,113 shares; 2025Q1: 3,805 shares; 2025Q2: 3,990 shares; 2025Q3: 4,026 shares; 2025Q4: 3,999 shares; 2026Q1: 3,963 shares; 2026Q2: 4,171 shares; 2026Q3: 3,910 shares 3,910 $2.39M 0.85% -261 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,076 shares; 2025Q1: 36,791 shares; 2025Q2: 34,521 shares; 2025Q3: 33,607 shares; 2025Q4: 33,211 shares; 2026Q1: 33,357 shares; 2026Q2: 33,290 shares; 2026Q3: 32,615 shares 32,615 $2.3M 0.82% -675 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,013 shares; 2025Q1: 45,364 shares; 2025Q2: 48,354 shares; 2025Q3: 50,749 shares; 2025Q4: 49,370 shares; 2026Q1: 45,609 shares; 2026Q2: 43,258 shares; 2026Q3: 45,462 shares 45,462 $2.2M 0.78% +2,204 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,196 shares; 2025Q1: 9,398 shares; 2025Q2: 11,386 shares; 2025Q3: 14,379 shares; 2025Q4: 15,167 shares; 2026Q1: 17,553 shares; 2026Q2: 19,032 shares; 2026Q3: 20,672 shares 20,672 $2.13M 0.76% +1,640 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,340 shares; 2025Q1: 56,441 shares; 2025Q2: 58,128 shares; 2025Q3: 59,250 shares; 2025Q4: 55,547 shares; 2026Q1: 60,011 shares; 2026Q2: 61,824 shares; 2026Q3: 62,168 shares 62,168 $2.07M 0.74% +344 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92,111 shares; 2025Q1: 88,666 shares; 2025Q2: 87,563 shares; 2025Q3: 87,238 shares; 2025Q4: 86,442 shares; 2026Q1: 73,080 shares; 2026Q2: 72,116 shares; 2026Q3: 70,021 shares 70,021 $2.05M 0.73% -2,095 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,864 shares; 2025Q4: 8,962 shares; 2026Q1: 9,258 shares; 2026Q2: 9,237 shares; 2026Q3: 9,381 shares 9,381 $1.91M 0.68% +144 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,808 shares; 2025Q1: 23,446 shares; 2025Q2: 22,208 shares; 2025Q3: 21,077 shares; 2025Q4: 20,018 shares; 2026Q1: 18,758 shares; 2026Q2: 18,037 shares; 2026Q3: 17,560 shares 17,560 $1.89M 0.67% -477 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,927 shares; 2025Q1: 10,590 shares; 2025Q2: 12,763 shares; 2025Q3: 12,360 shares; 2025Q4: 13,188 shares; 2026Q1: 11,679 shares; 2026Q2: 11,035 shares; 2026Q3: 11,022 shares 11,022 $1.88M 0.67% -13 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,855 shares; 2025Q1: 17,150 shares; 2025Q2: 18,636 shares; 2025Q3: 20,476 shares; 2025Q4: 20,989 shares; 2026Q1: 23,491 shares; 2026Q2: 23,727 shares; 2026Q3: 23,816 shares 23,816 $1.87M 0.66% +89 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,396 shares; 2025Q1: 41,101 shares; 2025Q2: 40,079 shares; 2025Q3: 38,707 shares; 2025Q4: 38,773 shares; 2026Q1: 36,588 shares; 2026Q2: 36,083 shares; 2026Q3: 36,511 shares 36,511 $1.86M 0.66% +428 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,656 shares; 2025Q1: 15,147 shares; 2025Q2: 15,187 shares; 2025Q3: 15,527 shares; 2025Q4: 15,845 shares; 2026Q1: 16,227 shares; 2026Q2: 16,372 shares; 2026Q3: 17,030 shares 17,030 $1.79M 0.64% +658 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,448 shares; 2025Q1: 11,764 shares; 2025Q2: 11,725 shares; 2025Q3: 11,931 shares; 2025Q4: 11,538 shares; 2026Q1: 11,476 shares; 2026Q2: 11,627 shares; 2026Q3: 11,836 shares 11,836 $1.72M 0.61% +209 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,165 shares; 2025Q1: 16,258 shares; 2025Q2: 16,343 shares; 2025Q3: 16,928 shares; 2025Q4: 18,956 shares; 2026Q1: 20,814 shares; 2026Q2: 20,456 shares; 2026Q3: 20,900 shares 20,900 $1.7M 0.6% +444 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,221 shares; 2025Q1: 11,825 shares; 2025Q2: 12,506 shares; 2025Q3: 14,306 shares; 2025Q4: 15,192 shares; 2026Q1: 13,209 shares; 2026Q2: 12,996 shares; 2026Q3: 13,037 shares 13,037 $1.7M 0.6% +41 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,521 shares; 2025Q1: 1,666 shares; 2025Q2: 1,661 shares; 2025Q3: 1,704 shares; 2025Q4: 1,847 shares; 2026Q1: 1,982 shares; 2026Q2: 2,118 shares; 2026Q3: 2,304 shares 2,304 $1.67M 0.59% +186 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,014 shares; 2025Q1: 21,759 shares; 2025Q2: 21,646 shares; 2025Q3: 22,159 shares; 2025Q4: 20,646 shares; 2026Q1: 20,633 shares; 2026Q2: 20,771 shares; 2026Q3: 21,816 shares 21,816 $1.65M 0.59% +1,045 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,166 shares; 2025Q1: 12,532 shares; 2025Q2: 12,493 shares; 2025Q3: 12,630 shares; 2025Q4: 11,719 shares; 2026Q1: 10,241 shares; 2026Q2: 9,998 shares; 2026Q3: 10,022 shares 10,022 $1.56M 0.56% +24 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,735 shares; 2025Q1: 3,037 shares; 2025Q2: 3,129 shares; 2025Q3: 3,147 shares; 2025Q4: 3,137 shares; 2026Q1: 3,275 shares; 2026Q2: 3,353 shares; 2026Q3: 3,587 shares 3,587 $1.54M 0.55% +234 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,027 shares; 2025Q1: 11,555 shares; 2025Q2: 11,548 shares; 2025Q3: 10,937 shares; 2025Q4: 11,006 shares; 2026Q1: 10,800 shares; 2026Q2: 10,791 shares; 2026Q3: 11,224 shares 11,224 $1.49M 0.53% +433 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,483 shares; 2025Q1: 4,483 shares; 2025Q2: 4,471 shares; 2025Q3: 4,471 shares; 2025Q4: 4,475 shares; 2026Q1: 4,475 shares; 2026Q2: 4,475 shares; 2026Q3: 4,475 shares 4,475 $1.48M 0.53% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,599 shares; 2025Q1: 4,563 shares; 2025Q2: 4,620 shares; 2025Q3: 4,725 shares; 2025Q4: 4,768 shares; 2026Q1: 4,971 shares; 2026Q2: 5,040 shares; 2026Q3: 5,344 shares 5,344 $1.47M 0.52% +304 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,042 shares; 2025Q1: 2,063 shares; 2025Q2: 2,039 shares; 2025Q3: 2,002 shares; 2025Q4: 2,041 shares; 2026Q1: 2,065 shares; 2026Q2: 2,080 shares; 2026Q3: 2,143 shares 2,143 $1.45M 0.52% +63 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,722 shares; 2025Q1: 7,592 shares; 2025Q2: 8,428 shares; 2025Q3: 8,814 shares; 2025Q4: 9,192 shares; 2026Q1: 7,789 shares; 2026Q2: 7,486 shares; 2026Q3: 7,417 shares 7,417 $1.41M 0.5% -69 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,498 shares; 2025Q1: 1,622 shares; 2025Q2: 1,669 shares; 2025Q3: 1,715 shares; 2025Q4: 1,664 shares; 2026Q1: 1,651 shares; 2026Q2: 1,591 shares; 2026Q3: 1,610 shares 1,610 $1.31M 0.46% +19 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,910 shares; 2025Q1: 3,812 shares; 2025Q2: 3,811 shares; 2025Q3: 3,843 shares; 2025Q4: 3,817 shares; 2026Q1: 3,821 shares; 2026Q2: 3,707 shares; 2026Q3: 3,605 shares 3,605 $1.3M 0.46% -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; 2024Q4: 21,090 shares; 2025Q1: 19,526 shares; 2025Q2: 20,180 shares; 2025Q3: 20,448 shares; 2025Q4: 20,917 shares; 2026Q1: 21,443 shares; 2026Q2: 21,774 shares; 2026Q3: 22,794 shares 22,794 $1.24M 0.44% +1,020 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,745 shares; 2025Q1: 5,588 shares; 2025Q2: 5,389 shares; 2025Q3: 5,377 shares; 2025Q4: 5,303 shares; 2026Q1: 5,374 shares; 2026Q2: 5,255 shares; 2026Q3: 5,440 shares 5,440 $1.21M 0.43% +185 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,533 shares; 2025Q1: 1,566 shares; 2025Q2: 1,573 shares; 2025Q3: 1,547 shares; 2025Q4: 1,588 shares; 2026Q1: 1,628 shares; 2026Q2: 1,653 shares; 2026Q3: 1,789 shares 1,789 $1.2M 0.43% +136 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,494 shares; 2025Q1: 5,871 shares; 2025Q2: 5,462 shares; 2025Q3: 5,152 shares; 2025Q4: 4,500 shares; 2026Q1: 4,320 shares; 2026Q2: 4,295 shares; 2026Q3: 4,268 shares 4,268 $1.2M 0.43% -27 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,577 shares; 2025Q1: 20,346 shares; 2025Q2: 20,822 shares; 2025Q3: 21,382 shares; 2025Q4: 24,691 shares; 2026Q1: 25,253 shares; 2026Q2: 25,235 shares; 2026Q3: 26,134 shares 26,134 $1.18M 0.42% +899 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,679 shares; 2025Q1: 37,214 shares; 2025Q2: 39,861 shares; 2025Q3: 39,614 shares; 2025Q4: 38,481 shares; 2026Q1: 40,955 shares; 2026Q2: 45,229 shares; 2026Q3: 44,543 shares 44,543 $1.12M 0.4% -686 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,192 shares; 2025Q1: 10,023 shares; 2025Q2: 9,866 shares; 2025Q3: 9,444 shares; 2025Q4: 9,074 shares; 2026Q1: 9,011 shares; 2026Q2: 8,857 shares; 2026Q3: 8,603 shares 8,603 $1.09M 0.39% -254 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,170 shares; 2025Q1: 3,455 shares; 2025Q2: 3,549 shares; 2025Q3: 3,654 shares; 2025Q4: 2,833 shares; 2026Q1: 2,350 shares; 2026Q2: 2,033 shares; 2026Q3: 2,091 shares 2,091 $1.07M 0.38% +58 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,785 shares; 2025Q1: 5,403 shares; 2025Q2: 5,506 shares; 2025Q3: 4,204 shares; 2025Q4: 4,070 shares; 2026Q1: 3,715 shares; 2026Q2: 3,455 shares; 2026Q3: 3,345 shares 3,345 $1.06M 0.38% -110 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,608 shares; 2025Q1: 3,794 shares; 2025Q2: 4,397 shares; 2025Q3: 4,732 shares; 2025Q4: 6,632 shares; 2026Q1: 7,464 shares; 2026Q2: 8,735 shares; 2026Q3: 9,230 shares 9,230 $1.05M 0.37% +495 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 964 shares; 2025Q1: 1,035 shares; 2025Q2: 1,081 shares; 2025Q3: 1,108 shares; 2025Q4: 11,574 shares; 2026Q1: 12,789 shares; 2026Q2: 13,432 shares; 2026Q3: 14,583 shares 14,583 $1.01M 0.36% +1,151 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,569 shares; 2025Q1: 4,506 shares; 2025Q2: 4,222 shares; 2025Q3: 4,044 shares; 2025Q4: 4,026 shares; 2026Q1: 6,676 shares; 2026Q2: 10,234 shares; 2026Q3: 9,552 shares 9,552 $966K 0.34% -682 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,405 shares; 2025Q4: 2,654 shares; 2026Q1: 3,190 shares; 2026Q2: 3,321 shares; 2026Q3: 3,600 shares 3,600 $951K 0.34% +279 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 676 shares; 2026Q2: 793 shares; 2026Q3: 877 shares 877 $934K 0.33% +84 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,025 shares; 2025Q1: 7,807 shares; 2025Q2: 7,682 shares; 2025Q3: 7,601 shares; 2025Q4: 7,517 shares; 2026Q1: 6,712 shares; 2026Q2: 7,087 shares; 2026Q3: 6,662 shares 6,662 $915K 0.33% -425 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,793 shares; 2025Q1: 13,463 shares; 2025Q2: 14,086 shares; 2025Q3: 15,126 shares; 2025Q4: 15,404 shares; 2026Q1: 16,628 shares; 2026Q2: 17,416 shares; 2026Q3: 19,896 shares 19,896 $913K 0.32% +2,480 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,663 shares; 2025Q1: 71,484 shares; 2025Q2: 63,390 shares; 2025Q3: 54,543 shares; 2025Q4: 46,311 shares; 2026Q1: 28,009 shares; 2026Q2: 25,411 shares; 2026Q3: 21,791 shares 21,791 $912K 0.32% -3,620 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,617 shares; 2025Q1: 9,574 shares; 2025Q2: 9,466 shares; 2025Q3: 9,555 shares; 2025Q4: 9,379 shares; 2026Q1: 9,596 shares; 2026Q2: 9,655 shares; 2026Q3: 9,598 shares 9,598 $902K 0.32% -57 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,550 shares; 2025Q1: 7,123 shares; 2025Q2: 7,321 shares; 2025Q3: 7,279 shares; 2025Q4: 7,373 shares; 2026Q1: 7,532 shares; 2026Q2: 7,557 shares; 2026Q3: 7,903 shares 7,903 $901K 0.32% +346 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,950 shares; 2025Q1: 1,858 shares; 2025Q2: 1,729 shares; 2025Q3: 1,649 shares; 2025Q4: 1,611 shares; 2026Q1: 1,678 shares; 2026Q2: 1,616 shares; 2026Q3: 1,618 shares 1,618 $892K 0.32% +2 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,739 shares; 2025Q1: 8,532 shares; 2025Q2: 8,955 shares; 2025Q3: 9,488 shares; 2025Q4: 9,201 shares; 2026Q1: 9,297 shares; 2026Q2: 9,666 shares; 2026Q3: 10,441 shares 10,441 $891K 0.32% +775 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,212 shares; 2025Q1: 7,030 shares; 2025Q2: 7,030 shares; 2025Q3: 6,944 shares; 2025Q4: 6,642 shares; 2026Q1: 6,277 shares; 2026Q2: 6,277 shares; 2026Q3: 5,335 shares 5,335 $890K 0.32% -942 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,030 shares; 2025Q1: 20,927 shares; 2025Q2: 18,874 shares; 2025Q3: 17,943 shares; 2025Q4: 16,778 shares; 2026Q1: 15,520 shares; 2026Q2: 15,243 shares; 2026Q3: 14,727 shares 14,727 $873K 0.31% -516 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,969 shares; 2025Q1: 12,388 shares; 2025Q2: 11,874 shares; 2025Q3: 11,257 shares; 2025Q4: 11,004 shares; 2026Q1: 11,125 shares; 2026Q2: 10,654 shares; 2026Q3: 10,011 shares 10,011 $864K 0.31% -643 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,480 shares; 2025Q1: 8,810 shares; 2025Q2: 7,640 shares; 2025Q3: 7,122 shares; 2025Q4: 6,714 shares; 2026Q1: 6,203 shares; 2026Q2: 6,009 shares; 2026Q3: 5,943 shares 5,943 $864K 0.31% -66 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,223 shares; 2025Q1: 3,039 shares; 2025Q2: 3,050 shares; 2025Q3: 3,051 shares; 2025Q4: 3,038 shares; 2026Q1: 3,085 shares; 2026Q2: 3,018 shares; 2026Q3: 3,023 shares 3,023 $860K 0.31% +5 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 672 shares; 2025Q1: 675 shares; 2025Q2: 669 shares; 2025Q3: 793 shares; 2025Q4: 820 shares; 2026Q1: 824 shares; 2026Q2: 857 shares; 2026Q3: 921 shares 921 $838K 0.3% +64 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,939 shares; 2025Q1: 2,067 shares; 2025Q2: 1,880 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: 1,733 shares; 2026Q2: 1,658 shares; 2026Q3: 1,629 shares 1,629 $811K 0.29% -29 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,052 shares; 2025Q1: 4,091 shares; 2025Q2: 4,111 shares; 2025Q3: 4,078 shares; 2025Q4: 4,036 shares; 2026Q1: 4,042 shares; 2026Q2: 4,146 shares; 2026Q3: 4,377 shares 4,377 $807K 0.29% +231 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 557 shares; 2025Q3: 652 shares; 2025Q4: 604 shares; 2026Q1: 645 shares; 2026Q2: 639 shares; 2026Q3: 680 shares 680 $787K 0.28% +41 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,330 shares; 2025Q2: 4,688 shares; 2025Q3: 5,412 shares; 2025Q4: 5,813 shares; 2026Q1: 6,496 shares; 2026Q2: 6,585 shares; 2026Q3: 7,383 shares 7,383 $767K 0.27% +798 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,658 shares; 2025Q1: 1,478 shares; 2025Q2: 1,597 shares; 2025Q3: 1,719 shares; 2025Q4: 1,916 shares; 2026Q1: 1,946 shares; 2026Q2: 1,915 shares; 2026Q3: 1,920 shares 1,920 $763K 0.27% +5 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,342 shares; 2025Q3: 3,243 shares; 2025Q4: 3,615 shares; 2026Q1: 3,028 shares; 2026Q2: 3,435 shares; 2026Q3: 3,493 shares 3,493 $762K 0.27% +58 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,485 shares; 2025Q1: 17,398 shares; 2025Q2: 16,481 shares; 2025Q3: 16,131 shares; 2025Q4: 16,066 shares; 2026Q1: 16,026 shares; 2026Q2: 16,026 shares; 2026Q3: 16,026 shares 16,026 $745K 0.27% 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; 2024Q4: 5,093 shares; 2025Q1: 5,518 shares; 2025Q2: 5,018 shares; 2025Q3: 5,018 shares; 2025Q4: 5,021 shares; 2026Q1: 4,996 shares; 2026Q2: 4,996 shares; 2026Q3: 4,946 shares 4,946 $737K 0.26% -50 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,393 shares; 2025Q1: 1,420 shares; 2025Q2: 1,402 shares; 2025Q3: 1,375 shares; 2025Q4: 1,336 shares; 2026Q1: 1,368 shares; 2026Q2: 1,321 shares; 2026Q3: 1,407 shares 1,407 $735K 0.26% +86 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,914 shares; 2026Q2: 4,823 shares; 2026Q3: 5,499 shares 5,499 $719K 0.26% +676 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,269 shares; 2025Q1: 4,255 shares; 2025Q2: 3,876 shares; 2025Q3: 2,315 shares; 2025Q4: 2,304 shares; 2026Q1: 2,065 shares; 2026Q2: 2,012 shares; 2026Q3: 1,954 shares 1,954 $717K 0.26% -58 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,703 shares; 2025Q1: 34,399 shares; 2025Q2: 32,831 shares; 2025Q3: 31,396 shares; 2025Q4: 27,826 shares; 2026Q1: 25,536 shares; 2026Q2: 22,962 shares; 2026Q3: 20,890 shares 20,890 $711K 0.25% -2,072 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 930 shares; 2025Q4: 1,014 shares; 2026Q1: 1,071 shares; 2026Q2: 1,212 shares; 2026Q3: 1,533 shares 1,533 $699K 0.25% +321 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 338 shares; 2025Q3: 501 shares; 2025Q4: 573 shares; 2026Q1: 636 shares; 2026Q2: 671 shares; 2026Q3: 761 shares 761 $685K 0.24% +90 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,107 shares; 2025Q1: 1,213 shares; 2025Q2: 1,234 shares; 2025Q3: 1,238 shares; 2025Q4: 1,264 shares; 2026Q1: 1,350 shares; 2026Q2: 1,341 shares; 2026Q3: 1,469 shares 1,469 $664K 0.24% +128 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,130 shares; 2025Q1: 6,030 shares; 2025Q2: 5,737 shares; 2025Q3: 5,712 shares; 2025Q4: 5,712 shares; 2026Q1: 5,452 shares; 2026Q2: 5,377 shares; 2026Q3: 5,277 shares 5,277 $663K 0.24% -100 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,222 shares; 2025Q1: 3,037 shares; 2025Q2: 3,038 shares; 2025Q3: 2,873 shares; 2025Q4: 2,561 shares; 2026Q1: 2,485 shares; 2026Q2: 2,453 shares; 2026Q3: 2,376 shares 2,376 $660K 0.24% -77 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,715 shares; 2025Q1: 2,698 shares; 2025Q2: 2,714 shares; 2025Q3: 2,619 shares; 2025Q4: 2,590 shares; 2026Q1: 2,603 shares; 2026Q2: 2,519 shares; 2026Q3: 2,498 shares 2,498 $654K 0.23% -21 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,998 shares; 2025Q1: 6,368 shares; 2025Q2: 6,174 shares; 2025Q3: 5,435 shares; 2025Q4: 5,163 shares; 2026Q1: 4,626 shares; 2026Q2: 4,614 shares; 2026Q3: 4,468 shares 4,468 $653K 0.23% -146 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,957 shares; 2025Q4: 2,141 shares; 2026Q1: 2,419 shares; 2026Q2: 2,460 shares; 2026Q3: 2,693 shares 2,693 $650K 0.23% +233 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,942 shares; 2025Q1: 7,731 shares; 2025Q2: 7,688 shares; 2025Q3: 6,682 shares; 2025Q4: 6,550 shares; 2026Q1: 6,487 shares; 2026Q2: 6,487 shares; 2026Q3: 6,196 shares 6,196 $645K 0.23% -291 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,909 shares; 2025Q1: 6,539 shares; 2025Q2: 6,879 shares; 2025Q3: 6,658 shares; 2025Q4: 6,814 shares; 2026Q1: 7,114 shares; 2026Q2: 7,662 shares; 2026Q3: 8,183 shares 8,183 $638K 0.23% +521 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,532 shares; 2025Q1: 3,172 shares; 2025Q2: 2,825 shares; 2025Q3: 2,788 shares; 2025Q4: 2,688 shares; 2026Q1: 2,472 shares; 2026Q2: 2,694 shares; 2026Q3: 5,605 shares 5,605 $633K 0.23% +2,911 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,195 shares; 2025Q1: 2,233 shares; 2025Q2: 2,286 shares; 2025Q3: 2,240 shares; 2025Q4: 2,280 shares; 2026Q1: 1,997 shares; 2026Q2: 2,180 shares; 2026Q3: 2,059 shares 2,059 $587K 0.21% -121 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105 shares; 2025Q1: 106 shares; 2025Q2: 108 shares; 2025Q3: 110 shares; 2025Q4: 112 shares; 2026Q1: 118 shares; 2026Q2: 3,131 shares; 2026Q3: 3,391 shares 3,391 $552K 0.2% +260 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,987 shares; 2025Q1: 1,887 shares; 2025Q2: 1,822 shares; 2025Q3: 1,802 shares; 2025Q4: 1,802 shares; 2026Q1: 1,798 shares; 2026Q2: 1,780 shares; 2026Q3: 1,780 shares 1,780 $550K 0.2% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,000 shares; 2025Q1: 2,897 shares; 2025Q2: 2,922 shares; 2025Q3: 2,967 shares; 2025Q4: 2,835 shares; 2026Q1: 2,798 shares; 2026Q2: 2,884 shares; 2026Q3: 3,032 shares 3,032 $543K 0.19% +148 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,150 shares; 2025Q1: 5,162 shares; 2025Q2: 5,162 shares; 2025Q3: 5,162 shares; 2025Q4: 5,162 shares; 2026Q1: 5,212 shares; 2026Q2: 5,212 shares; 2026Q3: 5,199 shares 5,199 $536K 0.19% -13 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,519 shares; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,534 shares; 2026Q1: 1,366 shares; 2026Q2: 1,330 shares; 2026Q3: 1,324 shares 1,324 $504K 0.18% -6 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 781 shares; 2026Q2: 864 shares; 2026Q3: 886 shares 886 $504K 0.18% +22 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,387 shares; 2025Q1: 7,374 shares; 2025Q2: 7,343 shares; 2025Q3: 6,506 shares; 2025Q4: 5,814 shares; 2026Q1: 5,485 shares; 2026Q2: 5,299 shares; 2026Q3: 5,175 shares 5,175 $484K 0.17% -124 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,347 shares; 2025Q1: 8,327 shares; 2025Q2: 6,740 shares; 2025Q3: 3,498 shares; 2025Q4: 3,572 shares; 2026Q1: 2,931 shares; 2026Q2: 2,292 shares; 2026Q3: 2,188 shares 2,188 $461K 0.16% -104 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,158 shares; 2025Q1: 21,508 shares; 2025Q2: 21,503 shares; 2025Q3: 19,373 shares; 2025Q4: 18,141 shares; 2026Q1: 16,301 shares; 2026Q2: 14,874 shares; 2026Q3: 14,054 shares 14,054 $459K 0.16% -820 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares; 2026Q3: 494 shares 494 $456K 0.16% -6 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 701 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 649 shares; 2026Q2: 649 shares; 2026Q3: 641 shares 641 $449K 0.16% -8 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,024 shares; 2025Q1: 3,460 shares; 2025Q2: 3,594 shares; 2025Q3: 3,847 shares; 2025Q4: 3,685 shares; 2026Q1: 3,628 shares; 2026Q2: 3,808 shares; 2026Q3: 4,003 shares 4,003 $449K 0.16% +195 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,229 shares; 2025Q1: 1,229 shares; 2025Q2: 1,229 shares; 2025Q3: 1,229 shares; 2025Q4: 1,229 shares; 2026Q1: 1,154 shares; 2026Q2: 1,126 shares; 2026Q3: 1,101 shares 1,101 $437K 0.16% -25 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,768 shares; 2025Q1: 1,660 shares; 2025Q2: 1,759 shares; 2025Q3: 1,915 shares; 2025Q4: 1,922 shares; 2026Q1: 1,694 shares; 2026Q2: 1,707 shares; 2026Q3: 1,901 shares 1,901 $436K 0.16% +194 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,620 shares; 2025Q1: 31,317 shares; 2025Q2: 31,775 shares; 2025Q3: 24,744 shares; 2025Q4: 25,250 shares; 2026Q1: 23,674 shares; 2026Q2: 20,451 shares; 2026Q3: 19,724 shares 19,724 $435K 0.15% -727 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 715 shares; 2026Q1: 580 shares; 2026Q2: 4,142 shares; 2026Q3: 3,342 shares 3,342 $420K 0.15% -800 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,810 shares; 2026Q2: 2,814 shares; 2026Q3: 3,009 shares 3,009 $410K 0.15% +195 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,434 shares; 2026Q3: 3,293 shares 3,293 $396K 0.14% -141 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 455 shares; 2026Q2: 519 shares; 2026Q3: 615 shares 615 $395K 0.14% +96 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,400 shares; 2025Q1: 2,390 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,393 shares; 2026Q1: 2,393 shares; 2026Q2: 2,390 shares; 2026Q3: 2,390 shares 2,390 $392K 0.14% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,429 shares; 2025Q1: 11,857 shares; 2025Q2: 11,390 shares; 2025Q3: 11,503 shares; 2025Q4: 10,664 shares; 2026Q1: 11,076 shares; 2026Q2: 10,303 shares; 2026Q3: 10,815 shares 10,815 $383K 0.14% +512 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,788 shares; 2025Q3: 3,681 shares; 2025Q4: 3,961 shares; 2026Q1: 4,282 shares; 2026Q2: 4,781 shares; 2026Q3: 5,502 shares 5,502 $377K 0.13% +721 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,861 shares; 2025Q1: 10,868 shares; 2025Q2: 9,165 shares; 2025Q3: 9,996 shares; 2025Q4: 9,026 shares; 2026Q1: 8,385 shares; 2026Q2: 7,843 shares; 2026Q3: 7,435 shares 7,435 $366K 0.13% -408 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,536 shares; 2026Q3: 1,717 shares 1,717 $362K 0.13% +181 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,408 shares; 2025Q1: 30,680 shares; 2025Q2: 26,740 shares; 2025Q3: 25,602 shares; 2025Q4: 21,716 shares; 2026Q1: 17,797 shares; 2026Q2: 17,457 shares; 2026Q3: 16,115 shares 16,115 $356K 0.13% -1,342 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,248 shares; 2025Q1: 3,279 shares; 2025Q2: 3,279 shares; 2025Q3: 3,295 shares; 2025Q4: 3,369 shares; 2026Q1: 3,369 shares; 2026Q2: 3,364 shares; 2026Q3: 3,364 shares 3,364 $349K 0.12% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,475 shares; 2025Q1: 10,275 shares; 2025Q2: 10,065 shares; 2025Q3: 9,565 shares; 2025Q4: 9,240 shares; 2026Q1: 6,705 shares; 2026Q2: 6,555 shares; 2026Q3: 6,880 shares 6,880 $349K 0.12% +325 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,278 shares; 2026Q1: 2,205 shares; 2026Q2: 2,316 shares; 2026Q3: 2,544 shares 2,544 $334K 0.12% +228 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 871 shares; 2025Q3: 936 shares; 2025Q4: 942 shares; 2026Q1: 1,074 shares; 2026Q2: 1,095 shares; 2026Q3: 1,213 shares 1,213 $330K 0.12% +118 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,142 shares; 2026Q2: 1,402 shares; 2026Q3: 1,685 shares 1,685 $325K 0.12% +283 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,436 shares; 2025Q1: 5,898 shares; 2025Q2: 5,898 shares; 2025Q3: 5,890 shares; 2025Q4: 5,970 shares; 2026Q1: 5,975 shares; 2026Q2: 5,975 shares; 2026Q3: 5,706 shares 5,706 $309K 0.11% -269 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,394 shares; 2025Q1: 16,078 shares; 2025Q2: 16,036 shares; 2025Q3: 15,741 shares; 2025Q4: 15,332 shares; 2026Q1: 13,617 shares; 2026Q2: 12,744 shares; 2026Q3: 10,173 shares 10,173 $279K 0.1% -2,571 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 670 shares; 2026Q3: 670 shares 670 $279K 0.1% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,292 shares; 2026Q1: 8,559 shares; 2026Q2: 8,559 shares; 2026Q3: 11,113 shares 11,113 $271K 0.1% +2,554 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,690 shares; 2025Q1: 8,668 shares; 2025Q2: 8,394 shares; 2025Q3: 7,997 shares; 2025Q4: 7,517 shares; 2026Q1: 6,279 shares; 2026Q2: 5,437 shares; 2026Q3: 4,891 shares 4,891 $257K 0.09% -546 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,859 shares; 2025Q1: 5,364 shares; 2025Q2: 4,792 shares; 2025Q3: 4,199 shares; 2025Q4: 3,994 shares; 2026Q1: 4,094 shares; 2026Q2: 3,280 shares; 2026Q3: 2,485 shares 2,485 $251K 0.09% -795 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,159 shares; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 1,082 shares; 2026Q2: 1,082 shares; 2026Q3: 1,082 shares 1,082 $250K 0.09% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 609 shares; 2026Q3: 559 shares 559 $246K 0.09% -50 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,941 shares; 2025Q1: 4,523 shares; 2025Q2: 4,353 shares; 2025Q3: 3,753 shares; 2025Q4: 3,308 shares; 2026Q1: 3,158 shares; 2026Q2: 3,158 shares; 2026Q3: 3,158 shares 3,158 $244K 0.09% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 776 shares; 2026Q1: not reported; 2026Q2: 1,096 shares; 2026Q3: 1,387 shares 1,387 $243K 0.09% +291 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; 2024Q4: 976 shares; 2025Q1: 976 shares; 2025Q2: 976 shares; 2025Q3: 957 shares; 2025Q4: 946 shares; 2026Q1: 946 shares; 2026Q2: 946 shares; 2026Q3: 926 shares 926 $238K 0.08% -20 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,917 shares; 2025Q1: 16,112 shares; 2025Q2: 14,893 shares; 2025Q3: 13,223 shares; 2025Q4: 9,606 shares; 2026Q1: 9,176 shares; 2026Q2: 8,978 shares; 2026Q3: 7,598 shares 7,598 $217K 0.08% -1,380 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 673 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares; 2026Q3: 650 shares 650 $211K 0.08% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,324 shares; 2026Q1: 2,230 shares; 2026Q2: 2,463 shares; 2026Q3: 2,318 shares 2,318 $207K 0.07% -145 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,595 shares; 2025Q1: 7,050 shares; 2025Q2: 6,971 shares; 2025Q3: 7,726 shares; 2025Q4: not reported; 2026Q1: 7,105 shares; 2026Q2: not reported; 2026Q3: 9,352 shares 9,352 $204K 0.07% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,915 shares; 2026Q3: 3,901 shares 3,901 $203K 0.07% -14 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 274 shares; 2026Q3: 274 shares 274 $203K 0.07% 0 Timeline