SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,185,387 shares; 2025Q1: 1,168,766 shares; 2025Q2: 1,144,526 shares; 2025Q3: 1,145,575 shares; 2025Q4: 1,144,813 shares; 2026Q1: 1,145,614 shares; 2026Q2: 1,133,518 shares; 2026Q3: 1,124,411 shares 1,124,411 $30.9M 6.97% -9,107 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 565,629 shares; 2025Q1: 643,334 shares; 2025Q2: 683,782 shares; 2025Q3: 739,131 shares; 2025Q4: 788,682 shares; 2026Q1: 905,288 shares; 2026Q2: 995,568 shares; 2026Q3: 894,308 shares 894,308 $20.8M 4.69% -101,260 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 288,560 shares; 2025Q1: 281,730 shares; 2025Q2: 278,425 shares; 2025Q3: 276,625 shares; 2025Q4: 275,270 shares; 2026Q1: 274,680 shares; 2026Q2: 273,455 shares; 2026Q3: 270,470 shares 270,470 $13.6M 3.06% -2,985 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: 31,858 shares; 2025Q1: 34,106 shares; 2025Q2: 36,204 shares; 2025Q3: 36,394 shares; 2025Q4: 36,374 shares; 2026Q1: 37,782 shares; 2026Q2: 38,842 shares; 2026Q3: 39,749 shares 39,749 $13.2M 2.99% +907 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: 137,122 shares; 2025Q1: 133,985 shares; 2025Q2: 128,588 shares; 2025Q3: 128,790 shares; 2025Q4: 130,677 shares; 2026Q1: 134,437 shares; 2026Q2: 139,285 shares; 2026Q3: 147,239 shares 147,239 $13.2M 2.98% +7,954 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: 47,450 shares; 2025Q1: 49,506 shares; 2025Q2: 51,123 shares; 2025Q3: 51,553 shares; 2025Q4: 51,519 shares; 2026Q1: 53,862 shares; 2026Q2: 55,677 shares; 2026Q3: 56,742 shares 56,742 $13M 2.92% +1,065 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,629 shares; 2025Q1: 95,868 shares; 2025Q2: 96,157 shares; 2025Q3: 95,803 shares; 2025Q4: 98,283 shares; 2026Q1: 98,073 shares; 2026Q2: 99,909 shares; 2026Q3: 101,696 shares 101,696 $11.5M 2.6% +1,787 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,322 shares; 2025Q1: 25,493 shares; 2025Q2: 26,667 shares; 2025Q3: 26,900 shares; 2025Q4: 54,098 shares; 2026Q1: 56,181 shares; 2026Q2: 55,807 shares; 2026Q3: 55,992 shares 55,992 $11M 2.47% +185 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: 16,254 shares; 2025Q1: 16,990 shares; 2025Q2: 17,986 shares; 2025Q3: 18,133 shares; 2025Q4: 18,290 shares; 2026Q1: 19,292 shares; 2026Q2: 20,229 shares; 2026Q3: 20,630 shares 20,630 $10.6M 2.39% +401 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 238,329 shares; 2025Q1: 239,959 shares; 2025Q2: 240,631 shares; 2025Q3: 241,952 shares; 2025Q4: 241,731 shares; 2026Q1: 255,695 shares; 2026Q2: 264,128 shares; 2026Q3: 269,370 shares 269,370 $9.82M 2.21% +5,242 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: 23,593 shares; 2025Q1: 24,630 shares; 2025Q2: 25,856 shares; 2025Q3: 25,996 shares; 2025Q4: 26,303 shares; 2026Q1: 26,866 shares; 2026Q2: 27,174 shares; 2026Q3: 27,739 shares 27,739 $9.54M 2.15% +565 Timeline STIP 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: 3,000 shares; 2025Q2: 6,600 shares; 2025Q3: 9,500 shares; 2025Q4: 12,025 shares; 2026Q1: 22,265 shares; 2026Q2: 33,140 shares; 2026Q3: 94,575 shares 94,575 $9.43M 2.13% +61,435 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: 113,345 shares; 2025Q1: 114,075 shares; 2025Q2: 115,940 shares; 2025Q3: 115,520 shares; 2025Q4: 116,985 shares; 2026Q1: 117,820 shares; 2026Q2: 117,935 shares; 2026Q3: 117,430 shares 117,430 $8.45M 1.91% -505 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 175,902 shares; 2025Q1: 131,972 shares; 2025Q2: 118,683 shares; 2025Q3: 117,197 shares; 2025Q4: 115,703 shares; 2026Q1: 129,236 shares; 2026Q2: 140,613 shares; 2026Q3: 144,940 shares 144,940 $7.64M 1.72% +4,327 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: 56,046 shares; 2025Q1: 56,626 shares; 2025Q2: 56,411 shares; 2025Q3: 56,116 shares; 2025Q4: 56,621 shares; 2026Q1: 56,962 shares; 2026Q2: 56,611 shares; 2026Q3: 55,771 shares 55,771 $7.59M 1.71% -840 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,452 shares; 2025Q1: 75,660 shares; 2025Q2: 75,560 shares; 2025Q3: 76,696 shares; 2025Q4: 79,010 shares; 2026Q1: 83,325 shares; 2026Q2: 83,420 shares; 2026Q3: 88,031 shares 88,031 $7.15M 1.61% +4,611 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,435 shares; 2025Q1: 67,400 shares; 2025Q2: 87,584 shares; 2025Q3: 87,966 shares; 2025Q4: 90,035 shares; 2026Q1: 87,505 shares; 2026Q2: 83,640 shares; 2026Q3: 81,600 shares 81,600 $6.3M 1.42% -2,040 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 323,006 shares; 2025Q1: 315,636 shares; 2025Q2: 276,913 shares; 2025Q3: 285,024 shares; 2025Q4: 293,872 shares; 2026Q1: 233,538 shares; 2026Q2: 180,790 shares; 2026Q3: 158,159 shares 158,159 $6.14M 1.39% -22,631 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: 8,235 shares; 2025Q1: 8,195 shares; 2025Q2: 8,211 shares; 2025Q3: 7,961 shares; 2025Q4: 7,846 shares; 2026Q1: 7,571 shares; 2026Q2: 7,359 shares; 2026Q3: 7,190 shares 7,190 $5.83M 1.32% -169 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111,395 shares; 2025Q1: 111,710 shares; 2025Q2: 112,240 shares; 2025Q3: 110,910 shares; 2025Q4: 110,800 shares; 2026Q1: 112,235 shares; 2026Q2: 112,504 shares; 2026Q3: 112,573 shares 112,573 $5.83M 1.31% +69 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: 14,450 shares; 2025Q1: 16,435 shares; 2025Q2: 16,913 shares; 2025Q3: 16,951 shares; 2025Q4: 16,852 shares; 2026Q1: 16,982 shares; 2026Q2: 16,944 shares; 2026Q3: 17,071 shares 17,071 $5.65M 1.27% +127 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,497 shares; 2025Q1: 80,530 shares; 2025Q2: 80,228 shares; 2025Q3: 81,066 shares; 2025Q4: 82,289 shares; 2026Q1: 83,619 shares; 2026Q2: 84,421 shares; 2026Q3: 88,794 shares 88,794 $5.54M 1.25% +4,373 Timeline SPMB 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: 98,588 shares; 2025Q1: 96,583 shares; 2025Q2: 114,414 shares; 2025Q3: 156,679 shares; 2025Q4: 184,236 shares; 2026Q1: 202,063 shares; 2026Q2: 223,723 shares; 2026Q3: 248,177 shares 248,177 $5.25M 1.18% +24,454 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,954 shares; 2025Q1: 76,867 shares; 2025Q2: 77,557 shares; 2025Q3: 79,262 shares; 2025Q4: 81,539 shares; 2026Q1: 83,627 shares; 2026Q2: 84,852 shares; 2026Q3: 85,892 shares 85,892 $5.11M 1.15% +1,040 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: 2,413 shares; 2025Q1: 6,827 shares; 2025Q2: 8,101 shares; 2025Q3: 8,118 shares; 2025Q4: 8,231 shares; 2026Q1: 8,707 shares; 2026Q2: 8,664 shares; 2026Q3: 8,205 shares 8,205 $5.02M 1.13% -459 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: 15,042 shares; 2025Q1: 15,861 shares; 2025Q2: 16,816 shares; 2025Q3: 17,116 shares; 2025Q4: 17,433 shares; 2026Q1: 18,405 shares; 2026Q2: 19,149 shares; 2026Q3: 19,899 shares 19,899 $4.96M 1.12% +750 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,236 shares; 2025Q1: 50,865 shares; 2025Q2: 46,200 shares; 2025Q3: 44,800 shares; 2025Q4: 42,575 shares; 2026Q1: 49,075 shares; 2026Q2: 67,202 shares; 2026Q3: 66,455 shares 66,455 $4.92M 1.11% -747 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,665 shares; 2025Q1: 22,715 shares; 2025Q2: 22,735 shares; 2025Q3: 22,755 shares; 2025Q4: 22,785 shares; 2026Q1: 22,765 shares; 2026Q2: 22,860 shares; 2026Q3: 22,842 shares 22,842 $4.66M 1.05% -18 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 411,523 shares; 2025Q1: 389,178 shares; 2025Q2: 358,160 shares; 2025Q3: 335,253 shares; 2025Q4: 311,988 shares; 2026Q1: 285,683 shares; 2026Q2: 258,214 shares; 2026Q3: 226,215 shares 226,215 $4.5M 1.01% -31,999 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: 78,546 shares; 2025Q1: 78,652 shares; 2025Q2: 78,112 shares; 2025Q3: 80,389 shares; 2025Q4: 82,365 shares; 2026Q1: 80,715 shares; 2026Q2: 81,305 shares; 2026Q3: 82,882 shares 82,882 $4.25M 0.96% +1,577 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; 2024Q4: 25,205 shares; 2025Q1: 25,150 shares; 2025Q2: 25,340 shares; 2025Q3: 25,325 shares; 2025Q4: 25,335 shares; 2026Q1: 25,427 shares; 2026Q2: 25,625 shares; 2026Q3: 25,730 shares 25,730 $4.19M 0.94% +105 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,985 shares; 2025Q1: 2,050 shares; 2025Q2: 1,988 shares; 2025Q3: 1,953 shares; 2025Q4: 1,969 shares; 2026Q1: 2,030 shares; 2026Q2: 20,100 shares; 2026Q3: 20,203 shares 20,203 $3.94M 0.89% +103 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: 87,446 shares; 2025Q1: 95,738 shares; 2025Q2: 110,065 shares; 2025Q3: 113,375 shares; 2025Q4: 114,620 shares; 2026Q1: 117,932 shares; 2026Q2: 117,817 shares; 2026Q3: 117,680 shares 117,680 $3.84M 0.87% -137 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: 4,245 shares; 2025Q1: 4,359 shares; 2025Q2: 4,545 shares; 2025Q3: 4,596 shares; 2025Q4: 4,669 shares; 2026Q1: 4,869 shares; 2026Q2: 5,110 shares; 2026Q3: 5,190 shares 5,190 $3.76M 0.85% +80 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,571 shares; 2025Q1: 82,922 shares; 2025Q2: 77,918 shares; 2025Q3: 78,949 shares; 2025Q4: 79,316 shares; 2026Q1: 76,597 shares; 2026Q2: 75,994 shares; 2026Q3: 78,483 shares 78,483 $3.67M 0.83% +2,489 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,221 shares; 2025Q1: 18,156 shares; 2025Q2: 18,017 shares; 2025Q3: 18,539 shares; 2025Q4: 18,776 shares; 2026Q1: 19,422 shares; 2026Q2: 20,178 shares; 2026Q3: 20,147 shares 20,147 $3.39M 0.77% -31 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: 73,294 shares; 2025Q1: 78,973 shares; 2025Q2: 84,779 shares; 2025Q3: 88,764 shares; 2025Q4: 90,974 shares; 2026Q1: 95,254 shares; 2026Q2: 96,784 shares; 2026Q3: 97,571 shares 97,571 $3.32M 0.75% +787 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: 32,504 shares; 2025Q1: 32,722 shares; 2025Q2: 32,207 shares; 2025Q3: 32,117 shares; 2025Q4: 32,082 shares; 2026Q1: 32,052 shares; 2026Q2: 31,827 shares; 2026Q3: 31,752 shares 31,752 $3.3M 0.74% -75 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: 108,924 shares; 2025Q1: 106,260 shares; 2025Q2: 108,965 shares; 2025Q3: 105,750 shares; 2025Q4: 103,306 shares; 2026Q1: 102,795 shares; 2026Q2: 102,641 shares; 2026Q3: 101,082 shares 101,082 $2.96M 0.67% -1,559 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,070 shares; 2025Q1: 12,284 shares; 2025Q2: 12,448 shares; 2025Q3: 12,516 shares; 2025Q4: 25,133 shares; 2026Q1: 25,560 shares; 2026Q2: 25,820 shares; 2026Q3: 26,008 shares 26,008 $2.83M 0.64% +188 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: 35,144 shares; 2025Q1: 30,967 shares; 2025Q2: 29,702 shares; 2025Q3: 28,498 shares; 2025Q4: 28,900 shares; 2026Q1: 30,050 shares; 2026Q2: 30,368 shares; 2026Q3: 31,290 shares 31,290 $2.79M 0.63% +922 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,753 shares; 2025Q1: 23,146 shares; 2025Q2: 22,229 shares; 2025Q3: 21,739 shares; 2025Q4: 43,097 shares; 2026Q1: 43,017 shares; 2026Q2: 42,976 shares; 2026Q3: 42,968 shares 42,968 $2.64M 0.6% -8 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,566 shares; 2025Q1: 40,627 shares; 2025Q2: 42,531 shares; 2025Q3: 43,512 shares; 2025Q4: 44,106 shares; 2026Q1: 45,253 shares; 2026Q2: 45,562 shares; 2026Q3: 45,956 shares 45,956 $2.45M 0.55% +394 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,687 shares; 2025Q1: 17,786 shares; 2025Q2: 18,030 shares; 2025Q3: 18,730 shares; 2025Q4: 19,324 shares; 2026Q1: 20,546 shares; 2026Q2: 21,210 shares; 2026Q3: 21,617 shares 21,617 $2.4M 0.54% +407 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; 2024Q4: 13,301 shares; 2025Q1: 13,471 shares; 2025Q2: 13,552 shares; 2025Q3: 13,687 shares; 2025Q4: 13,841 shares; 2026Q1: 13,982 shares; 2026Q2: 13,806 shares; 2026Q3: 14,033 shares 14,033 $2.34M 0.53% +227 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,649 shares; 2025Q1: 31,974 shares; 2025Q2: 29,944 shares; 2025Q3: 29,179 shares; 2025Q4: 28,204 shares; 2026Q1: 27,644 shares; 2026Q2: 27,619 shares; 2026Q3: 27,344 shares 27,344 $2.27M 0.51% -275 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,550 shares; 2025Q1: 26,255 shares; 2025Q2: 26,123 shares; 2025Q3: 26,318 shares; 2025Q4: 26,358 shares; 2026Q1: 26,213 shares; 2026Q2: 25,983 shares; 2026Q3: 25,756 shares 25,756 $2.22M 0.5% -227 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: 9,448 shares; 2025Q1: 9,265 shares; 2025Q2: 9,251 shares; 2025Q3: 9,236 shares; 2025Q4: 9,151 shares; 2026Q1: 9,216 shares; 2026Q2: 9,706 shares; 2026Q3: 9,499 shares 9,499 $2.18M 0.49% -207 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: 2,057 shares; 2025Q1: 2,005 shares; 2025Q2: 1,973 shares; 2025Q3: 1,933 shares; 2025Q4: 1,885 shares; 2026Q1: 1,860 shares; 2026Q2: 1,878 shares; 2026Q3: 1,860 shares 1,860 $2.15M 0.49% -18 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: 12,770 shares; 2025Q1: 12,493 shares; 2025Q2: 12,341 shares; 2025Q3: 12,210 shares; 2025Q4: 12,058 shares; 2026Q1: 11,942 shares; 2026Q2: 11,937 shares; 2026Q3: 11,664 shares 11,664 $2.15M 0.48% -273 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: 7,343 shares; 2025Q1: 7,298 shares; 2025Q2: 7,243 shares; 2025Q3: 7,233 shares; 2025Q4: 7,135 shares; 2026Q1: 7,100 shares; 2026Q2: 7,070 shares; 2026Q3: 7,040 shares 7,040 $2.14M 0.48% -30 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: 20,097 shares; 2025Q1: 19,886 shares; 2025Q2: 19,782 shares; 2025Q3: 19,439 shares; 2025Q4: 18,885 shares; 2026Q1: 18,580 shares; 2026Q2: 18,390 shares; 2026Q3: 20,090 shares 20,090 $2.09M 0.47% +1,700 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,775 shares; 2025Q1: 2,413 shares; 2025Q2: 3,256 shares; 2025Q3: 3,379 shares; 2025Q4: 3,458 shares; 2026Q1: 4,415 shares; 2026Q2: 5,398 shares; 2026Q3: 5,911 shares 5,911 $2.08M 0.47% +513 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: 14,185 shares; 2025Q1: 13,982 shares; 2025Q2: 13,914 shares; 2025Q3: 13,811 shares; 2025Q4: 13,578 shares; 2026Q1: 13,952 shares; 2026Q2: 14,131 shares; 2026Q3: 13,906 shares 13,906 $2.02M 0.46% -225 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,726 shares; 2025Q1: 65,490 shares; 2025Q2: 70,330 shares; 2025Q3: 72,030 shares; 2025Q4: 72,250 shares; 2026Q1: 72,420 shares; 2026Q2: 81,685 shares; 2026Q3: 83,755 shares 83,755 $2M 0.45% +2,070 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,490 shares; 2025Q1: 20,815 shares; 2025Q2: 24,340 shares; 2025Q3: 24,840 shares; 2025Q4: 26,245 shares; 2026Q1: 28,420 shares; 2026Q2: 30,925 shares; 2026Q3: 39,785 shares 39,785 $1.85M 0.42% +8,860 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,940 shares; 2025Q1: 21,677 shares; 2025Q2: 21,525 shares; 2025Q3: 21,665 shares; 2025Q4: 19,888 shares; 2026Q1: 19,283 shares; 2026Q2: 18,713 shares; 2026Q3: 18,518 shares 18,518 $1.83M 0.41% -195 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,065 shares; 2025Q1: 7,000 shares; 2025Q2: 6,941 shares; 2025Q3: 6,896 shares; 2025Q4: 6,880 shares; 2026Q1: 6,875 shares; 2026Q2: 6,880 shares; 2026Q3: 6,910 shares 6,910 $1.81M 0.41% +30 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: 3,783 shares; 2025Q1: 7,073 shares; 2025Q2: 8,346 shares; 2025Q3: 8,502 shares; 2025Q4: 8,545 shares; 2026Q1: 8,704 shares; 2026Q2: 8,814 shares; 2026Q3: 9,353 shares 9,353 $1.74M 0.39% +539 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: 60,337 shares; 2025Q1: 56,649 shares; 2025Q2: 57,854 shares; 2025Q3: 58,274 shares; 2025Q4: 58,209 shares; 2026Q1: 56,819 shares; 2026Q2: 58,299 shares; 2026Q3: 59,489 shares 59,489 $1.7M 0.38% +1,190 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,050 shares; 2025Q1: 10,100 shares; 2025Q2: 9,500 shares; 2025Q3: 9,650 shares; 2025Q4: 9,900 shares; 2026Q1: 11,750 shares; 2026Q2: 14,050 shares; 2026Q3: 14,950 shares 14,950 $1.69M 0.38% +900 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,080 shares; 2025Q1: 11,400 shares; 2025Q2: 10,735 shares; 2025Q3: 11,435 shares; 2025Q4: 11,855 shares; 2026Q1: 12,605 shares; 2026Q2: 13,955 shares; 2026Q3: 16,015 shares 16,015 $1.67M 0.38% +2,060 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: 13,151 shares; 2025Q1: 12,901 shares; 2025Q2: 12,526 shares; 2025Q3: 12,298 shares; 2025Q4: 12,146 shares; 2026Q1: 12,128 shares; 2026Q2: 12,209 shares; 2026Q3: 12,526 shares 12,526 $1.66M 0.37% +317 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,068 shares; 2025Q1: 3,917 shares; 2025Q2: 3,917 shares; 2025Q3: 3,957 shares; 2025Q4: 3,938 shares; 2026Q1: 3,935 shares; 2026Q2: 4,003 shares; 2026Q3: 4,123 shares 4,123 $1.64M 0.37% +120 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: 2,055 shares; 2025Q1: 2,204 shares; 2025Q2: 2,488 shares; 2025Q3: 2,481 shares; 2025Q4: 2,457 shares; 2026Q1: 2,685 shares; 2026Q2: 2,880 shares; 2026Q3: 2,935 shares 2,935 $1.62M 0.37% +55 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,507 shares; 2025Q1: 12,886 shares; 2025Q2: 12,486 shares; 2025Q3: 12,505 shares; 2025Q4: 12,197 shares; 2026Q1: 11,868 shares; 2026Q2: 11,760 shares; 2026Q3: 10,625 shares 10,625 $1.62M 0.36% -1,135 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,260 shares; 2025Q1: 1,464 shares; 2025Q2: 1,518 shares; 2025Q3: 1,558 shares; 2025Q4: 1,611 shares; 2026Q1: 1,719 shares; 2026Q2: 1,761 shares; 2026Q3: 1,748 shares 1,748 $1.59M 0.36% -13 Timeline FLTW FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,600 shares; 2025Q1: 10,950 shares; 2025Q2: 12,650 shares; 2025Q3: 12,650 shares; 2025Q4: 12,700 shares; 2026Q1: 13,050 shares; 2026Q2: 13,050 shares; 2026Q3: 14,525 shares 14,525 $1.59M 0.36% +1,475 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,710 shares; 2025Q1: 7,397 shares; 2025Q2: 7,154 shares; 2025Q3: 7,154 shares; 2025Q4: 7,049 shares; 2026Q1: 7,044 shares; 2026Q2: 6,964 shares; 2026Q3: 6,904 shares 6,904 $1.53M 0.35% -60 Timeline FLKR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 16,525 shares; 2025Q2: 16,775 shares; 2025Q3: 16,775 shares; 2025Q4: 16,975 shares; 2026Q1: 16,975 shares; 2026Q2: 17,175 shares; 2026Q3: 25,025 shares 25,025 $1.5M 0.34% +7,850 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: 11,002 shares; 2025Q1: 10,370 shares; 2025Q2: 9,949 shares; 2025Q3: 10,025 shares; 2025Q4: 9,931 shares; 2026Q1: 10,195 shares; 2026Q2: 10,385 shares; 2026Q3: 10,435 shares 10,435 $1.43M 0.32% +50 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: 13,558 shares; 2025Q1: 13,383 shares; 2025Q2: 13,417 shares; 2025Q3: 13,430 shares; 2025Q4: 12,996 shares; 2026Q1: 13,030 shares; 2026Q2: 13,285 shares; 2026Q3: 13,395 shares 13,395 $1.41M 0.32% +110 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,975 shares; 2025Q1: 16,900 shares; 2025Q2: 16,950 shares; 2025Q3: 17,210 shares; 2025Q4: 17,165 shares; 2026Q1: 17,185 shares; 2026Q2: 17,160 shares; 2026Q3: 17,465 shares 17,465 $1.4M 0.32% +305 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,290 shares; 2025Q1: 23,956 shares; 2025Q2: 20,723 shares; 2025Q3: 20,473 shares; 2025Q4: 20,073 shares; 2026Q1: 20,073 shares; 2026Q2: 18,973 shares; 2026Q3: 18,358 shares 18,358 $1.38M 0.31% -615 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,151 shares; 2025Q1: 17,835 shares; 2025Q2: 16,965 shares; 2025Q3: 17,585 shares; 2025Q4: 19,064 shares; 2026Q1: 20,935 shares; 2026Q2: 21,439 shares; 2026Q3: 17,709 shares 17,709 $1.38M 0.31% -3,730 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: 12,018 shares; 2025Q1: 11,433 shares; 2025Q2: 11,593 shares; 2025Q3: 11,715 shares; 2025Q4: 11,675 shares; 2026Q1: 11,985 shares; 2026Q2: 11,868 shares; 2026Q3: 12,281 shares 12,281 $1.32M 0.3% +413 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: 23,467 shares; 2025Q1: 23,445 shares; 2025Q2: 23,390 shares; 2025Q3: 23,903 shares; 2025Q4: 24,538 shares; 2026Q1: 23,908 shares; 2026Q2: 24,231 shares; 2026Q3: 26,120 shares 26,120 $1.32M 0.3% +1,889 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,481 shares; 2025Q1: 15,761 shares; 2025Q2: 15,413 shares; 2025Q3: 15,670 shares; 2025Q4: 15,779 shares; 2026Q1: 16,102 shares; 2026Q2: 16,167 shares; 2026Q3: 16,280 shares 16,280 $1.31M 0.3% +113 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,850 shares; 2025Q1: 13,325 shares; 2025Q2: 17,350 shares; 2025Q3: 17,350 shares; 2025Q4: 17,475 shares; 2026Q1: 21,015 shares; 2026Q2: 21,090 shares; 2026Q3: 24,465 shares 24,465 $1.28M 0.29% +3,375 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,095 shares; 2025Q1: 11,460 shares; 2025Q2: 12,910 shares; 2025Q3: 12,810 shares; 2025Q4: 13,330 shares; 2026Q1: 15,130 shares; 2026Q2: 17,945 shares; 2026Q3: 20,465 shares 20,465 $1.26M 0.28% +2,520 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: 3,025 shares; 2025Q1: 3,458 shares; 2025Q2: 4,042 shares; 2025Q3: 4,209 shares; 2025Q4: 4,263 shares; 2026Q1: 4,439 shares; 2026Q2: 4,618 shares; 2026Q3: 4,733 shares 4,733 $1.25M 0.28% +115 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: 3,255 shares; 2025Q1: 3,070 shares; 2025Q2: 2,840 shares; 2025Q3: 2,852 shares; 2025Q4: 2,886 shares; 2026Q1: 2,906 shares; 2026Q2: 2,895 shares; 2026Q3: 2,935 shares 2,935 $1.16M 0.26% +40 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: 2,600 shares; 2025Q1: 2,575 shares; 2025Q2: 2,675 shares; 2025Q3: 2,710 shares; 2025Q4: 2,750 shares; 2026Q1: 2,940 shares; 2026Q2: 3,145 shares; 2026Q3: 3,305 shares 3,305 $1.13M 0.25% +160 Timeline SPTI 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: 18,400 shares; 2025Q1: 18,400 shares; 2025Q2: 18,400 shares; 2025Q3: 40,900 shares; 2025Q4: 40,900 shares; 2026Q1: 40,900 shares; 2026Q2: 41,010 shares; 2026Q3: 41,010 shares 41,010 $1.12M 0.25% 0 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,200 shares; 2025Q1: 43,050 shares; 2025Q2: 42,550 shares; 2025Q3: 42,550 shares; 2025Q4: 42,750 shares; 2026Q1: 42,775 shares; 2026Q2: 50,475 shares; 2026Q3: 53,550 shares 53,550 $1.11M 0.25% +3,075 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,246 shares; 2025Q1: 3,257 shares; 2025Q2: 3,309 shares; 2025Q3: 3,134 shares; 2025Q4: 3,037 shares; 2026Q1: 2,984 shares; 2026Q2: 2,988 shares; 2026Q3: 2,958 shares 2,958 $1.11M 0.25% -30 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,920 shares; 2025Q1: 1,960 shares; 2025Q2: 2,000 shares; 2025Q3: 2,095 shares; 2025Q4: 2,120 shares; 2026Q1: 2,245 shares; 2026Q2: 2,782 shares; 2026Q3: 3,119 shares 3,119 $1.11M 0.25% +337 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: 2,306 shares; 2025Q1: 2,063 shares; 2025Q2: 2,019 shares; 2025Q3: 2,059 shares; 2025Q4: 2,026 shares; 2026Q1: 2,076 shares; 2026Q2: 2,106 shares; 2026Q3: 2,146 shares 2,146 $1.07M 0.24% +40 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,865 shares; 2025Q1: 19,264 shares; 2025Q2: 15,164 shares; 2025Q3: 14,939 shares; 2025Q4: 14,479 shares; 2026Q1: 14,139 shares; 2026Q2: 14,029 shares; 2026Q3: 13,644 shares 13,644 $1.06M 0.24% -385 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,900 shares; 2025Q1: 20,300 shares; 2025Q2: 20,300 shares; 2025Q3: 21,000 shares; 2025Q4: 20,455 shares; 2026Q1: 20,505 shares; 2026Q2: 20,600 shares; 2026Q3: 20,600 shares 20,600 $1.04M 0.23% 0 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: 5,901 shares; 2025Q1: 8,489 shares; 2025Q2: 8,929 shares; 2025Q3: 8,944 shares; 2025Q4: 8,937 shares; 2026Q1: 9,151 shares; 2026Q2: 8,996 shares; 2026Q3: 9,221 shares 9,221 $1.03M 0.23% +225 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,100 shares; 2025Q1: 5,525 shares; 2025Q2: 5,225 shares; 2025Q3: 5,225 shares; 2025Q4: 5,625 shares; 2026Q1: 6,475 shares; 2026Q2: 8,575 shares; 2026Q3: 10,275 shares 10,275 $1M 0.23% +1,700 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: 4,445 shares; 2025Q1: 4,395 shares; 2025Q2: 4,395 shares; 2025Q3: 4,390 shares; 2025Q4: 4,375 shares; 2026Q1: 4,370 shares; 2026Q2: 4,440 shares; 2026Q3: 4,450 shares 4,450 $986K 0.22% +10 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,844 shares; 2025Q1: 12,835 shares; 2025Q2: 12,023 shares; 2025Q3: 11,025 shares; 2025Q4: 21,142 shares; 2026Q1: 20,865 shares; 2026Q2: 20,059 shares; 2026Q3: 19,867 shares 19,867 $968K 0.22% -192 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 976 shares; 2025Q1: 926 shares; 2025Q2: 901 shares; 2025Q3: 905 shares; 2025Q4: 880 shares; 2026Q1: 895 shares; 2026Q2: 910 shares; 2026Q3: 3,455 shares 3,455 $915K 0.21% +2,545 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,900 shares; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,065 shares; 2026Q2: 5,630 shares; 2026Q3: 4,970 shares 4,970 $908K 0.2% -660 Timeline SPLB 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: 51,300 shares; 2025Q1: 48,950 shares; 2025Q2: 45,800 shares; 2025Q3: 45,750 shares; 2025Q4: 45,200 shares; 2026Q1: 45,000 shares; 2026Q2: 44,850 shares; 2026Q3: 44,550 shares 44,550 $908K 0.2% -300 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,250 shares; 2025Q1: 11,400 shares; 2025Q2: 12,800 shares; 2025Q3: 12,800 shares; 2025Q4: 13,500 shares; 2026Q1: 14,475 shares; 2026Q2: 17,375 shares; 2026Q3: 18,975 shares 18,975 $883K 0.2% +1,600 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: 5,738 shares; 2025Q1: 5,783 shares; 2025Q2: 5,728 shares; 2025Q3: 5,753 shares; 2025Q4: 5,693 shares; 2026Q1: 5,843 shares; 2026Q2: 5,943 shares; 2026Q3: 5,978 shares 5,978 $869K 0.2% +35 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,178 shares; 2025Q1: 8,458 shares; 2025Q2: 8,220 shares; 2025Q3: 8,093 shares; 2025Q4: 7,663 shares; 2026Q1: 7,554 shares; 2026Q2: 7,345 shares; 2026Q3: 7,512 shares 7,512 $864K 0.19% +167 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,812 shares; 2025Q1: 7,717 shares; 2025Q2: 7,779 shares; 2025Q3: 7,851 shares; 2025Q4: 7,781 shares; 2026Q1: 8,037 shares; 2026Q2: 8,460 shares; 2026Q3: 8,820 shares 8,820 $862K 0.19% +360 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: 435 shares; 2025Q1: 435 shares; 2025Q2: 445 shares; 2025Q3: 450 shares; 2025Q4: 455 shares; 2026Q1: 740 shares; 2026Q2: 823 shares; 2026Q3: 941 shares 941 $847K 0.19% +118 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,200 shares; 2025Q1: 8,670 shares; 2025Q2: 8,610 shares; 2025Q3: 8,730 shares; 2025Q4: 8,795 shares; 2026Q1: 8,785 shares; 2026Q2: 9,407 shares; 2026Q3: 9,877 shares 9,877 $846K 0.19% +470 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: 7,000 shares; 2025Q4: 7,050 shares; 2026Q1: 7,100 shares; 2026Q2: 7,000 shares; 2026Q3: 7,025 shares 7,025 $845K 0.19% +25 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,412 shares; 2025Q1: 3,267 shares; 2025Q2: 3,236 shares; 2025Q3: 3,206 shares; 2025Q4: 3,211 shares; 2026Q1: 3,211 shares; 2026Q2: 3,230 shares; 2026Q3: 3,250 shares 3,250 $839K 0.19% +20 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: 4,600 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,115 shares; 2025Q4: 3,120 shares; 2026Q1: 3,145 shares; 2026Q2: 3,145 shares; 2026Q3: 3,170 shares 3,170 $830K 0.19% +25 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,445 shares; 2025Q3: 3,795 shares; 2025Q4: 3,893 shares; 2026Q1: 4,801 shares; 2026Q2: 5,834 shares; 2026Q3: 6,412 shares 6,412 $830K 0.19% +578 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,574 shares; 2025Q1: 3,625 shares; 2025Q2: 3,670 shares; 2025Q3: 3,691 shares; 2025Q4: 3,836 shares; 2026Q1: 3,994 shares; 2026Q2: 4,093 shares; 2026Q3: 4,461 shares 4,461 $830K 0.19% +368 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,675 shares; 2025Q1: 18,875 shares; 2025Q2: 19,425 shares; 2025Q3: 19,425 shares; 2025Q4: 19,225 shares; 2026Q1: 23,350 shares; 2026Q2: 18,450 shares; 2026Q3: 17,750 shares 17,750 $829K 0.19% -700 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: not reported; 2026Q2: 455 shares; 2026Q3: 759 shares 759 $808K 0.18% +304 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,960 shares; 2025Q1: 11,700 shares; 2025Q2: 10,650 shares; 2025Q3: 10,900 shares; 2025Q4: 11,705 shares; 2026Q1: 12,415 shares; 2026Q2: 13,505 shares; 2026Q3: 14,915 shares 14,915 $807K 0.18% +1,410 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: 2,790 shares; 2025Q1: 2,870 shares; 2025Q2: 2,770 shares; 2025Q3: 2,760 shares; 2025Q4: 2,840 shares; 2026Q1: 2,845 shares; 2026Q2: 2,825 shares; 2026Q3: 2,795 shares 2,795 $795K 0.18% -30 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,983 shares; 2025Q1: 10,786 shares; 2025Q2: 10,413 shares; 2025Q3: 10,531 shares; 2025Q4: 21,161 shares; 2026Q1: 21,547 shares; 2026Q2: 19,928 shares; 2026Q3: 19,970 shares 19,970 $788K 0.18% +42 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,338 shares; 2025Q1: 11,898 shares; 2025Q2: 11,923 shares; 2025Q3: 11,873 shares; 2025Q4: 11,798 shares; 2026Q1: 11,803 shares; 2026Q2: 11,753 shares; 2026Q3: 11,688 shares 11,688 $781K 0.18% -65 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,802 shares; 2025Q1: 3,572 shares; 2025Q2: 3,457 shares; 2025Q3: 3,407 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares; 2026Q3: 3,275 shares 3,275 $764K 0.17% -125 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,300 shares; 2025Q1: 4,325 shares; 2025Q2: 4,375 shares; 2025Q3: 4,375 shares; 2025Q4: 4,375 shares; 2026Q1: 4,375 shares; 2026Q2: 4,400 shares; 2026Q3: 4,425 shares 4,425 $740K 0.17% +25 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,930 shares; 2025Q1: 10,898 shares; 2025Q2: 10,587 shares; 2025Q3: 10,297 shares; 2025Q4: 9,937 shares; 2026Q1: 9,952 shares; 2026Q2: 9,929 shares; 2026Q3: 10,269 shares 10,269 $719K 0.16% +340 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,025 shares; 2025Q1: 5,025 shares; 2025Q2: 5,010 shares; 2025Q3: 5,050 shares; 2025Q4: 5,065 shares; 2026Q1: 5,095 shares; 2026Q2: 5,170 shares; 2026Q3: 5,190 shares 5,190 $674K 0.15% +20 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: 5,196 shares; 2025Q1: 5,186 shares; 2025Q2: 5,176 shares; 2025Q3: 5,206 shares; 2025Q4: 5,181 shares; 2026Q1: 5,281 shares; 2026Q2: 5,251 shares; 2026Q3: 5,240 shares 5,240 $664K 0.15% -11 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: 10,935 shares; 2025Q1: 10,938 shares; 2025Q2: 10,938 shares; 2025Q3: 10,938 shares; 2025Q4: 10,938 shares; 2026Q1: 10,938 shares; 2026Q2: 10,900 shares; 2026Q3: 10,900 shares 10,900 $646K 0.15% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,906 shares; 2025Q1: 16,461 shares; 2025Q2: 16,405 shares; 2025Q3: 16,130 shares; 2025Q4: 15,663 shares; 2026Q1: 15,602 shares; 2026Q2: 15,749 shares; 2026Q3: 15,680 shares 15,680 $641K 0.14% -69 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,453 shares; 2025Q1: 11,988 shares; 2025Q2: 11,993 shares; 2025Q3: 12,038 shares; 2025Q4: 12,023 shares; 2026Q1: 12,388 shares; 2026Q2: 13,053 shares; 2026Q3: 13,133 shares 13,133 $633K 0.14% +80 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 845 shares; 2025Q2: 675 shares; 2025Q3: 664 shares; 2025Q4: 632 shares; 2026Q1: 639 shares; 2026Q2: 641 shares; 2026Q3: 589 shares 589 $623K 0.14% -52 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: not reported; 2025Q1: 945 shares; 2025Q2: 1,021 shares; 2025Q3: 1,072 shares; 2025Q4: 1,154 shares; 2026Q1: 1,259 shares; 2026Q2: 1,292 shares; 2026Q3: 1,428 shares 1,428 $614K 0.14% +136 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,575 shares; 2025Q1: 6,225 shares; 2025Q2: 5,625 shares; 2025Q3: 5,625 shares; 2025Q4: 6,050 shares; 2026Q1: 7,000 shares; 2026Q2: 9,000 shares; 2026Q3: 10,500 shares 10,500 $613K 0.14% +1,500 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,843 shares; 2025Q1: 1,736 shares; 2025Q2: 1,726 shares; 2025Q3: 1,748 shares; 2025Q4: 1,730 shares; 2026Q1: 1,796 shares; 2026Q2: 1,962 shares; 2026Q3: 1,956 shares 1,956 $587K 0.13% -6 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,929 shares; 2026Q1: 2,604 shares; 2026Q2: 2,956 shares; 2026Q3: 3,634 shares 3,634 $564K 0.13% +678 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,782 shares; 2025Q1: 2,692 shares; 2025Q2: 2,595 shares; 2025Q3: 2,610 shares; 2025Q4: 2,590 shares; 2026Q1: 2,605 shares; 2026Q2: 2,610 shares; 2026Q3: 2,544 shares 2,544 $560K 0.13% -66 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,800 shares; 2025Q1: 8,150 shares; 2025Q2: 9,350 shares; 2025Q3: 9,350 shares; 2025Q4: 9,650 shares; 2026Q1: 10,150 shares; 2026Q2: 11,650 shares; 2026Q3: 13,050 shares 13,050 $556K 0.13% +1,400 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: 835 shares; 2025Q1: 581 shares; 2025Q2: 552 shares; 2025Q3: 547 shares; 2025Q4: 544 shares; 2026Q1: 547 shares; 2026Q2: 4,341 shares; 2026Q3: 4,341 shares 4,341 $546K 0.12% 0 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,575 shares; 2025Q1: 5,525 shares; 2025Q2: 5,875 shares; 2025Q3: 5,875 shares; 2025Q4: 6,075 shares; 2026Q1: 6,700 shares; 2026Q2: 7,900 shares; 2026Q3: 9,200 shares 9,200 $544K 0.12% +1,300 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; 2024Q4: 13,270 shares; 2025Q1: 13,368 shares; 2025Q2: 13,773 shares; 2025Q3: 13,673 shares; 2025Q4: 13,089 shares; 2026Q1: 13,034 shares; 2026Q2: 13,350 shares; 2026Q3: 9,355 shares 9,355 $541K 0.12% -3,995 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,415 shares; 2026Q1: 4,183 shares; 2026Q2: 6,253 shares; 2026Q3: 6,178 shares 6,178 $533K 0.12% -75 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: 7,535 shares; 2025Q1: 7,407 shares; 2025Q2: 7,506 shares; 2025Q3: 7,251 shares; 2025Q4: 7,098 shares; 2026Q1: 7,124 shares; 2026Q2: 6,877 shares; 2026Q3: 7,022 shares 7,022 $532K 0.12% +145 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,318 shares; 2025Q1: 5,322 shares; 2025Q2: 4,698 shares; 2025Q3: 4,578 shares; 2025Q4: 4,305 shares; 2026Q1: 4,210 shares; 2026Q2: 4,100 shares; 2026Q3: 3,500 shares 3,500 $520K 0.12% -600 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,100 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 12,250 shares; 2026Q1: 12,400 shares; 2026Q2: 12,430 shares; 2026Q3: 12,430 shares 12,430 $515K 0.12% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,656 shares; 2025Q1: 5,656 shares; 2025Q2: 5,656 shares; 2025Q3: 5,656 shares; 2025Q4: 5,656 shares; 2026Q1: 5,656 shares; 2026Q2: 5,660 shares; 2026Q3: 5,660 shares 5,660 $507K 0.11% 0 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,450 shares; 2025Q1: 7,150 shares; 2025Q2: 8,250 shares; 2025Q3: 8,300 shares; 2025Q4: 8,600 shares; 2026Q1: 9,250 shares; 2026Q2: 10,650 shares; 2026Q3: 12,250 shares 12,250 $506K 0.11% +1,600 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: 2,227 shares; 2025Q1: 2,328 shares; 2025Q2: 2,390 shares; 2025Q3: 2,445 shares; 2025Q4: 2,377 shares; 2026Q1: 1,922 shares; 2026Q2: 1,908 shares; 2026Q3: 1,625 shares 1,625 $502K 0.11% -283 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 345 shares; 2026Q2: 345 shares; 2026Q3: 285 shares 285 $496K 0.11% -60 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,915 shares; 2025Q1: 1,868 shares; 2025Q2: 1,906 shares; 2025Q3: 1,894 shares; 2025Q4: 1,866 shares; 2026Q1: 1,814 shares; 2026Q2: 2,047 shares; 2026Q3: 2,012 shares 2,012 $483K 0.11% -35 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: not reported; 2025Q1: not reported; 2025Q2: 243 shares; 2025Q3: 280 shares; 2025Q4: 4,100 shares; 2026Q1: 4,737 shares; 2026Q2: 6,647 shares; 2026Q3: 6,929 shares 6,929 $482K 0.11% +282 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 215 shares; 2026Q3: 260 shares 260 $471K 0.11% +45 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,540 shares; 2025Q1: 3,525 shares; 2025Q2: 3,500 shares; 2025Q3: 3,465 shares; 2025Q4: 3,465 shares; 2026Q1: 3,465 shares; 2026Q2: 3,415 shares; 2026Q3: 3,415 shares 3,415 $462K 0.1% 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; 2024Q4: 24,073 shares; 2025Q1: 21,888 shares; 2025Q2: 20,028 shares; 2025Q3: 20,128 shares; 2025Q4: 19,848 shares; 2026Q1: 19,648 shares; 2026Q2: 19,248 shares; 2026Q3: 18,548 shares 18,548 $453K 0.1% -700 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,617 shares; 2025Q1: 2,632 shares; 2025Q2: 2,621 shares; 2025Q3: 2,620 shares; 2025Q4: 2,550 shares; 2026Q1: 2,657 shares; 2026Q2: 2,689 shares; 2026Q3: 2,759 shares 2,759 $452K 0.1% +70 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares; 2026Q1: 1,274 shares; 2026Q2: 1,489 shares; 2026Q3: 1,982 shares 1,982 $448K 0.1% +493 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,705 shares; 2025Q1: 5,245 shares; 2025Q2: 5,640 shares; 2025Q3: 5,410 shares; 2025Q4: 5,205 shares; 2026Q1: 5,965 shares; 2026Q2: 6,937 shares; 2026Q3: 7,107 shares 7,107 $443K 0.1% +170 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,300 shares; 2026Q3: 13,050 shares 13,050 $437K 0.1% +5,750 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,996 shares; 2025Q1: 4,622 shares; 2025Q2: 4,567 shares; 2025Q3: 4,527 shares; 2025Q4: 4,473 shares; 2026Q1: 2,968 shares; 2026Q2: 2,763 shares; 2026Q3: 2,538 shares 2,538 $433K 0.1% -225 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,972 shares; 2025Q2: 6,590 shares; 2025Q3: 2,980 shares; 2025Q4: 2,980 shares; 2026Q1: 2,990 shares; 2026Q2: 2,990 shares; 2026Q3: 2,990 shares 2,990 $426K 0.1% 0 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: 2,377 shares; 2025Q1: 2,267 shares; 2025Q2: 2,227 shares; 2025Q3: 2,237 shares; 2025Q4: 2,237 shares; 2026Q1: 2,277 shares; 2026Q2: 2,292 shares; 2026Q3: 2,292 shares 2,292 $376K 0.08% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,011 shares; 2025Q1: 1,975 shares; 2025Q2: 1,885 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: 1,885 shares; 2026Q2: 1,920 shares; 2026Q3: 1,935 shares 1,935 $369K 0.08% +15 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 1,465 shares; 2026Q1: 1,495 shares; 2026Q2: 1,495 shares; 2026Q3: 1,560 shares 1,560 $365K 0.08% +65 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,216 shares; 2025Q1: 1,186 shares; 2025Q2: 1,176 shares; 2025Q3: 1,161 shares; 2025Q4: 1,151 shares; 2026Q1: 1,133 shares; 2026Q2: 1,128 shares; 2026Q3: 1,163 shares 1,163 $363K 0.08% +35 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: 2,307 shares; 2025Q1: 2,004 shares; 2025Q2: 1,997 shares; 2025Q3: 1,997 shares; 2025Q4: 1,944 shares; 2026Q1: 1,987 shares; 2026Q2: 1,927 shares; 2026Q3: 1,895 shares 1,895 $361K 0.08% -32 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,182 shares; 2026Q1: 3,319 shares; 2026Q2: 3,469 shares; 2026Q3: 3,917 shares 3,917 $358K 0.08% +448 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: 1,882 shares; 2025Q1: 1,985 shares; 2025Q2: 1,925 shares; 2025Q3: 1,911 shares; 2025Q4: 1,920 shares; 2026Q1: 1,931 shares; 2026Q2: 2,001 shares; 2026Q3: 1,525 shares 1,525 $352K 0.08% -476 Timeline EWN ISHARES INC More: the full row for ISHARES 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: 4,150 shares; 2026Q3: 5,125 shares 5,125 $347K 0.08% +975 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: 6,460 shares; 2025Q1: 6,385 shares; 2025Q2: 6,460 shares; 2025Q3: 6,610 shares; 2025Q4: 6,660 shares; 2026Q1: 6,810 shares; 2026Q2: 7,050 shares; 2026Q3: 7,210 shares 7,210 $331K 0.07% +160 Timeline EZA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 4,100 shares; 2026Q2: 4,350 shares; 2026Q3: 5,100 shares 5,100 $326K 0.07% +750 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,575 shares; 2025Q1: 6,490 shares; 2025Q2: 5,905 shares; 2025Q3: 5,945 shares; 2025Q4: 5,845 shares; 2026Q1: 5,770 shares; 2026Q2: 5,725 shares; 2026Q3: 5,520 shares 5,520 $319K 0.07% -205 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares; 2026Q3: 3,600 shares 3,600 $318K 0.07% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,475 shares; 2026Q2: 2,725 shares; 2026Q3: 3,285 shares 3,285 $312K 0.07% +560 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: 1,120 shares; 2025Q1: 1,130 shares; 2025Q2: 1,115 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,110 shares; 2026Q2: 1,085 shares; 2026Q3: 1,115 shares 1,115 $303K 0.07% +30 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,895 shares; 2026Q2: 1,935 shares; 2026Q3: 1,940 shares 1,940 $298K 0.07% +5 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 810 shares; 2025Q1: 755 shares; 2025Q2: 735 shares; 2025Q3: 720 shares; 2025Q4: 700 shares; 2026Q1: 680 shares; 2026Q2: 665 shares; 2026Q3: 650 shares 650 $295K 0.07% -15 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,600 shares; 2026Q3: 10,300 shares 10,300 $292K 0.07% +1,700 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,225 shares; 2026Q1: 1,380 shares; 2026Q2: not reported; 2026Q3: 1,550 shares 1,550 $290K 0.07% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 772 shares; 2025Q1: 1,143 shares; 2025Q2: 1,471 shares; 2025Q3: 1,500 shares; 2025Q4: 1,369 shares; 2026Q1: 1,403 shares; 2026Q2: 1,805 shares; 2026Q3: 1,536 shares 1,536 $282K 0.06% -269 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 575 shares; 2026Q1: 670 shares; 2026Q2: 705 shares; 2026Q3: 760 shares 760 $273K 0.06% +55 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,070 shares; 2025Q1: 1,713 shares; 2025Q2: 1,804 shares; 2025Q3: 1,769 shares; 2025Q4: 1,734 shares; 2026Q1: 1,689 shares; 2026Q2: 1,659 shares; 2026Q3: 1,549 shares 1,549 $267K 0.06% -110 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: 1,936 shares; 2025Q1: 1,963 shares; 2025Q2: 1,998 shares; 2025Q3: 2,001 shares; 2025Q4: 1,976 shares; 2026Q1: 1,997 shares; 2026Q2: 1,997 shares; 2026Q3: 2,035 shares 2,035 $265K 0.06% +38 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,470 shares; 2025Q1: 3,470 shares; 2025Q2: 3,520 shares; 2025Q3: 3,520 shares; 2025Q4: 3,520 shares; 2026Q1: 3,620 shares; 2026Q2: 3,700 shares; 2026Q3: 3,701 shares 3,701 $259K 0.06% +1 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,087 shares; 2025Q1: 1,217 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,431 shares 1,431 $256K 0.06% new Timeline VCR 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: 760 shares; 2025Q1: 764 shares; 2025Q2: 714 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 702 shares; 2026Q2: 702 shares; 2026Q3: 702 shares 702 $256K 0.06% 0 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares; 2026Q2: 7,100 shares; 2026Q3: 6,850 shares 6,850 $255K 0.06% -250 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: 2,622 shares; 2025Q1: 2,622 shares; 2025Q2: 2,495 shares; 2025Q3: 2,470 shares; 2025Q4: 2,480 shares; 2026Q1: 2,555 shares; 2026Q2: 2,590 shares; 2026Q3: 2,645 shares 2,645 $249K 0.06% +55 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,185 shares; 2025Q1: 4,185 shares; 2025Q2: 4,115 shares; 2025Q3: 4,105 shares; 2025Q4: 4,105 shares; 2026Q1: 4,150 shares; 2026Q2: 4,065 shares; 2026Q3: 4,090 shares 4,090 $248K 0.06% +25 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 245 shares; 2026Q2: 248 shares; 2026Q3: 253 shares 253 $240K 0.05% +5 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,453 shares; 2025Q1: 4,423 shares; 2025Q2: 4,408 shares; 2025Q3: 4,380 shares; 2025Q4: 4,420 shares; 2026Q1: 4,400 shares; 2026Q2: 4,390 shares; 2026Q3: 4,370 shares 4,370 $240K 0.05% -20 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: 1,975 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,889 shares; 2025Q4: 2,190 shares; 2026Q1: 2,191 shares; 2026Q2: 2,285 shares; 2026Q3: 2,285 shares 2,285 $231K 0.05% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,160 shares; 2025Q1: 9,360 shares; 2025Q2: not reported; 2025Q3: 8,960 shares; 2025Q4: 8,275 shares; 2026Q1: 8,185 shares; 2026Q2: 7,985 shares; 2026Q3: 7,260 shares 7,260 $231K 0.05% -725 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,300 shares 2,300 $228K 0.05% new Timeline INTU INTUIT More: the full row for INTUIT 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: 349 shares; 2026Q1: 583 shares; 2026Q2: 1,018 shares; 2026Q3: 814 shares 814 $224K 0.05% -204 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,760 shares; 2026Q3: 4,075 shares 4,075 $222K 0.05% +315 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,469 shares; 2026Q3: 1,619 shares 1,619 $221K 0.05% +150 Timeline FLBR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,400 shares 9,400 $220K 0.05% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,435 shares 4,435 $216K 0.05% new Timeline EWP ISHARES INC More: the full row for ISHARES 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: not reported; 2026Q3: 3,570 shares 3,570 $211K 0.05% new Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,050 shares; 2026Q3: 4,050 shares 4,050 $211K 0.05% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,475 shares 2,475 $210K 0.05% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,473 shares 1,473 $210K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 710 shares; 2026Q3: 720 shares 720 $202K 0.05% +10 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares; 2026Q3: 11,215 shares 11,215 $155K 0.03% +215 Timeline