MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 327,875 shares; 2024Q1: 328,914 shares; 2024Q2: 325,632 shares; 2024Q3: 327,733 shares; 2024Q4: 330,429 shares; 2025Q1: 328,304 shares; 2025Q2: 316,184 shares; 2025Q3: 226,320 shares 226,320 $117M 9.8% -89,864 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 78,328 shares; 2024Q1: 87,658 shares; 2024Q2: 86,959 shares; 2024Q3: 88,424 shares; 2024Q4: 89,696 shares; 2025Q1: 93,198 shares; 2025Q2: 96,559 shares; 2025Q3: 100,119 shares 100,119 $67M 5.6% +3,560 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 38,246 shares; 2024Q1: 36,673 shares; 2024Q2: 354,244 shares; 2024Q3: 341,348 shares; 2024Q4: 309,653 shares; 2025Q1: 300,525 shares; 2025Q2: 262,753 shares; 2025Q3: 259,999 shares 259,999 $48.5M 4.05% -2,754 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 216,777 shares; 2024Q1: 212,886 shares; 2024Q2: 210,025 shares; 2024Q3: 217,230 shares; 2024Q4: 216,082 shares; 2025Q1: 203,838 shares; 2025Q2: 198,490 shares; 2025Q3: 177,528 shares 177,528 $45.2M 3.78% -20,962 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; 2023Q4: 927,001 shares; 2024Q1: 940,249 shares; 2024Q2: 939,702 shares; 2024Q3: 929,722 shares; 2024Q4: 917,110 shares; 2025Q1: 923,929 shares; 2025Q2: 953,060 shares; 2025Q3: 976,872 shares 976,872 $41.8M 3.49% +23,812 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 313,920 shares; 2024Q1: 361,924 shares; 2024Q2: 353,018 shares; 2024Q3: 388,814 shares; 2024Q4: 404,854 shares; 2025Q1: 413,983 shares; 2025Q2: 389,736 shares; 2025Q3: 385,520 shares 385,520 $38.6M 3.23% -4,216 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 86,416 shares; 2024Q1: 486,776 shares; 2024Q2: 489,160 shares; 2024Q3: 494,659 shares; 2024Q4: 491,543 shares; 2025Q1: 494,031 shares; 2025Q2: 491,535 shares; 2025Q3: 498,272 shares 498,272 $32.5M 2.72% +6,737 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; 2023Q4: 434,406 shares; 2024Q1: 427,759 shares; 2024Q2: 426,360 shares; 2024Q3: 422,993 shares; 2024Q4: 1,274,308 shares; 2025Q1: 1,260,901 shares; 2025Q2: 1,233,593 shares; 2025Q3: 1,226,756 shares 1,226,756 $32.3M 2.7% -6,837 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; 2023Q4: 179,040 shares; 2024Q1: 182,420 shares; 2024Q2: 183,107 shares; 2024Q3: 186,803 shares; 2024Q4: 187,656 shares; 2025Q1: 185,557 shares; 2025Q2: 157,320 shares; 2025Q3: 122,211 shares 122,211 $26.8M 2.24% -35,109 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,746 shares; 2024Q1: 80,611 shares; 2024Q2: 80,236 shares; 2024Q3: 80,186 shares; 2024Q4: 97,433 shares; 2025Q1: 85,336 shares; 2025Q2: 83,545 shares; 2025Q3: 83,711 shares 83,711 $25.8M 2.15% +166 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 114,204 shares; 2024Q1: 115,605 shares; 2024Q2: 116,465 shares; 2024Q3: 122,345 shares; 2024Q4: 125,186 shares; 2025Q1: 125,305 shares; 2025Q2: 106,228 shares; 2025Q3: 104,082 shares 104,082 $25.3M 2.11% -2,146 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; 2023Q4: 31,746 shares; 2024Q1: 30,572 shares; 2024Q2: 29,298 shares; 2024Q3: 27,682 shares; 2024Q4: 27,361 shares; 2025Q1: 28,609 shares; 2025Q2: 26,703 shares; 2025Q3: 26,551 shares 26,551 $24.6M 2.05% -152 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 896,216 shares; 2024Q1: 978,810 shares; 2024Q2: 920,439 shares; 2024Q3: 951,928 shares; 2024Q4: 985,494 shares; 2025Q1: 926,699 shares; 2025Q2: 904,947 shares; 2025Q3: 877,707 shares 877,707 $22.7M 1.9% -27,240 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 63,820 shares; 2024Q1: 156,260 shares; 2024Q2: 172,931 shares; 2024Q3: 199,010 shares; 2024Q4: 214,962 shares; 2025Q1: 245,127 shares; 2025Q2: 243,881 shares; 2025Q3: 303,262 shares 303,262 $22.6M 1.88% +59,381 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; 2023Q4: 78,579 shares; 2024Q1: 81,859 shares; 2024Q2: 79,938 shares; 2024Q3: 78,719 shares; 2024Q4: 77,673 shares; 2025Q1: 77,376 shares; 2025Q2: 76,835 shares; 2025Q3: 77,031 shares 77,031 $21.7M 1.81% +196 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 65,111 shares; 2024Q1: 64,893 shares; 2024Q2: 64,533 shares; 2024Q3: 69,221 shares; 2024Q4: 68,794 shares; 2025Q1: 68,294 shares; 2025Q2: 67,794 shares; 2025Q3: 67,794 shares 67,794 $21M 1.75% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 208,841 shares; 2024Q1: 224,351 shares; 2024Q2: 222,333 shares; 2024Q3: 228,960 shares; 2024Q4: 229,755 shares; 2025Q1: 219,464 shares; 2025Q2: 223,864 shares; 2025Q3: 227,025 shares 227,025 $19.8M 1.65% +3,161 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 103,245 shares; 2024Q1: 139,753 shares; 2024Q2: 141,667 shares; 2024Q3: 145,931 shares; 2024Q4: 148,455 shares; 2025Q1: 152,363 shares; 2025Q2: 155,274 shares; 2025Q3: 163,270 shares 163,270 $19.4M 1.62% +7,996 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 130,153 shares; 2024Q1: 126,996 shares; 2024Q2: 131,662 shares; 2024Q3: 130,892 shares; 2024Q4: 167,672 shares; 2025Q1: 212,407 shares; 2025Q2: 276,427 shares; 2025Q3: 344,989 shares 344,989 $17.5M 1.46% +68,562 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 63,109 shares; 2024Q1: 63,755 shares; 2024Q2: 63,647 shares; 2024Q3: 64,689 shares; 2024Q4: 64,627 shares; 2025Q1: 63,789 shares; 2025Q2: 63,441 shares; 2025Q3: 64,155 shares 64,155 $16.3M 1.36% +714 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; 2023Q4: 22,481 shares; 2024Q1: 23,732 shares; 2024Q2: 23,351 shares; 2024Q3: 24,153 shares; 2024Q4: 24,072 shares; 2025Q1: 24,241 shares; 2025Q2: 23,401 shares; 2025Q3: 23,981 shares 23,981 $16M 1.34% +580 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 35,220 shares; 2024Q1: 35,489 shares; 2024Q2: 34,826 shares; 2024Q3: 34,800 shares; 2024Q4: 33,970 shares; 2025Q1: 33,633 shares; 2025Q2: 33,127 shares; 2025Q3: 33,251 shares 33,251 $15.9M 1.33% +124 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; 2023Q4: 74,693 shares; 2024Q1: 233,050 shares; 2024Q2: 240,649 shares; 2024Q3: 243,725 shares; 2024Q4: 244,419 shares; 2025Q1: 247,862 shares; 2025Q2: 260,470 shares; 2025Q3: 264,824 shares 264,824 $15.9M 1.33% +4,354 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 172,647 shares; 2024Q1: 174,938 shares; 2024Q2: 175,064 shares; 2024Q3: 177,767 shares; 2024Q4: 178,180 shares; 2025Q1: 176,731 shares; 2025Q2: 163,022 shares; 2025Q3: 163,187 shares 163,187 $15.8M 1.32% +165 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; 2023Q4: 26,369 shares; 2024Q1: 25,944 shares; 2024Q2: 23,743 shares; 2024Q3: 23,747 shares; 2024Q4: 24,181 shares; 2025Q1: 24,214 shares; 2025Q2: 19,664 shares; 2025Q3: 19,799 shares 19,799 $14.5M 1.22% +135 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; 2023Q4: 345,618 shares; 2024Q1: 343,067 shares; 2024Q2: 338,969 shares; 2024Q3: 329,923 shares; 2024Q4: 643,197 shares; 2025Q1: 599,648 shares; 2025Q2: 602,267 shares; 2025Q3: 565,337 shares 565,337 $13.2M 1.1% -36,930 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; 2023Q4: 190,230 shares; 2024Q1: 185,039 shares; 2024Q2: 182,622 shares; 2024Q3: 179,457 shares; 2024Q4: 118,937 shares; 2025Q1: 99,062 shares; 2025Q2: 62,002 shares; 2025Q3: 61,746 shares 61,746 $11.3M 0.94% -256 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; 2023Q4: 40,543 shares; 2024Q1: 40,234 shares; 2024Q2: 39,291 shares; 2024Q3: 38,863 shares; 2024Q4: 38,690 shares; 2025Q1: 38,598 shares; 2025Q2: 35,152 shares; 2025Q3: 34,386 shares 34,386 $10.8M 0.91% -766 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; 2023Q4: 22,057 shares; 2024Q1: 22,119 shares; 2024Q2: 22,049 shares; 2024Q3: 21,742 shares; 2024Q4: 21,658 shares; 2025Q1: 21,194 shares; 2025Q2: 20,242 shares; 2025Q3: 19,841 shares 19,841 $9.97M 0.83% -401 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,589 shares; 2024Q1: 10,775 shares; 2024Q2: 12,721 shares; 2024Q3: 26,856 shares; 2024Q4: 27,904 shares; 2025Q1: 27,930 shares; 2025Q2: 23,038 shares; 2025Q3: 21,823 shares 21,823 $9.71M 0.81% -1,215 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; 2023Q4: 19,922 shares; 2024Q1: 21,144 shares; 2024Q2: 21,060 shares; 2024Q3: 19,521 shares; 2024Q4: 19,299 shares; 2025Q1: 18,462 shares; 2025Q2: 15,652 shares; 2025Q3: 15,558 shares 15,558 $9.34M 0.78% -94 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 47,459 shares; 2024Q1: 52,186 shares; 2024Q2: 58,323 shares; 2024Q3: 63,120 shares; 2024Q4: 65,443 shares; 2025Q1: 72,462 shares; 2025Q2: 74,537 shares; 2025Q3: 81,587 shares 81,587 $8.53M 0.71% +7,050 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; 2023Q4: 153,559 shares; 2024Q1: 160,285 shares; 2024Q2: 157,565 shares; 2024Q3: 154,242 shares; 2024Q4: 152,076 shares; 2025Q1: 150,297 shares; 2025Q2: 151,514 shares; 2025Q3: 156,532 shares 156,532 $8.48M 0.71% +5,018 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 105,017 shares; 2024Q1: 97,290 shares; 2024Q2: 93,915 shares; 2024Q3: 97,125 shares; 2024Q4: 111,876 shares; 2025Q1: 132,447 shares; 2025Q2: 146,254 shares; 2025Q3: 156,676 shares 156,676 $7.94M 0.66% +10,422 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 26,859 shares; 2024Q1: 25,459 shares; 2024Q2: 24,270 shares; 2024Q3: 24,704 shares; 2024Q4: 24,504 shares; 2025Q1: 23,907 shares; 2025Q2: 22,560 shares; 2025Q3: 21,983 shares 21,983 $7.5M 0.63% -577 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 41,289 shares; 2024Q1: 45,296 shares; 2024Q2: 48,381 shares; 2024Q3: 48,471 shares; 2024Q4: 46,535 shares; 2025Q1: 47,122 shares; 2025Q2: 40,576 shares; 2025Q3: 39,236 shares 39,236 $7.28M 0.61% -1,340 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 21,403 shares; 2024Q1: 24,293 shares; 2024Q2: 24,404 shares; 2024Q3: 25,637 shares; 2024Q4: 26,052 shares; 2025Q1: 25,716 shares; 2025Q2: 24,485 shares; 2025Q3: 24,476 shares 24,476 $7.19M 0.6% -9 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 86,566 shares; 2024Q1: 84,471 shares; 2024Q2: 83,413 shares; 2024Q3: 81,913 shares; 2024Q4: 79,456 shares; 2025Q1: 73,896 shares; 2025Q2: 74,058 shares; 2025Q3: 74,292 shares 74,292 $6.94M 0.58% +234 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,942 shares; 2024Q1: 7,097 shares; 2024Q2: 7,089 shares; 2024Q3: 7,149 shares; 2024Q4: 6,995 shares; 2025Q1: 6,237 shares; 2025Q2: 5,458 shares; 2025Q3: 5,650 shares 5,650 $6.77M 0.57% +192 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 110,288 shares; 2024Q1: 146,934 shares; 2024Q2: 162,448 shares; 2024Q3: 200,110 shares; 2024Q4: 162,875 shares; 2025Q1: 137,398 shares; 2025Q2: 138,055 shares; 2025Q3: 156,815 shares 156,815 $6.55M 0.55% +18,760 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; 2023Q4: 18,150 shares; 2024Q1: 18,348 shares; 2024Q2: 18,317 shares; 2024Q3: 18,542 shares; 2024Q4: 18,260 shares; 2025Q1: 18,039 shares; 2025Q2: 16,509 shares; 2025Q3: 16,048 shares 16,048 $6.5M 0.54% -461 Timeline FORTINET INC FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,095 shares 74,095 $6.23M 0.52% new USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 346,338 shares; 2024Q1: 357,714 shares; 2024Q2: 366,491 shares; 2024Q3: 460,138 shares; 2024Q4: 491,723 shares; 2025Q1: 508,609 shares; 2025Q2: 168,677 shares; 2025Q3: 113,306 shares 113,306 $5.7M 0.48% -55,371 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 22,352 shares; 2024Q2: 22,035 shares; 2024Q3: 22,035 shares; 2024Q4: 21,963 shares; 2025Q1: 20,821 shares; 2025Q2: 19,843 shares; 2025Q3: 19,177 shares 19,177 $5.35M 0.45% -666 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 53,330 shares; 2025Q1: 52,453 shares; 2025Q2: 40,632 shares; 2025Q3: 39,304 shares 39,304 $5.26M 0.44% -1,328 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,736 shares; 2024Q1: 19,062 shares; 2024Q2: 19,378 shares; 2024Q3: 18,924 shares; 2024Q4: 18,827 shares; 2025Q1: 19,379 shares; 2025Q2: 19,260 shares; 2025Q3: 19,213 shares 19,213 $5.21M 0.44% -47 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,902 shares; 2024Q1: 22,203 shares; 2024Q2: 22,683 shares; 2024Q3: 22,701 shares; 2024Q4: 22,236 shares; 2025Q1: 24,066 shares; 2025Q2: 23,718 shares; 2025Q3: 23,560 shares 23,560 $4.93M 0.41% -158 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 76,766 shares; 2024Q1: 73,338 shares; 2024Q2: 81,856 shares; 2024Q3: 93,521 shares; 2024Q4: 103,019 shares; 2025Q1: 104,790 shares; 2025Q2: 80,615 shares; 2025Q3: 70,520 shares 70,520 $4.92M 0.41% -10,095 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; 2023Q4: 64,500 shares; 2024Q1: 107,381 shares; 2024Q2: 105,109 shares; 2024Q3: 99,034 shares; 2024Q4: 96,636 shares; 2025Q1: 98,614 shares; 2025Q2: 102,753 shares; 2025Q3: 103,638 shares 103,638 $4.85M 0.41% +885 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,493 shares; 2024Q1: 17,950 shares; 2024Q2: 17,851 shares; 2024Q3: 17,697 shares; 2024Q4: 17,609 shares; 2025Q1: 17,758 shares; 2025Q2: 17,094 shares; 2025Q3: 16,673 shares 16,673 $4.71M 0.39% -421 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,414 shares; 2025Q1: 4,319 shares; 2025Q2: 4,083 shares; 2025Q3: 4,008 shares 4,008 $4.67M 0.39% -75 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 55,312 shares; 2024Q1: 56,304 shares; 2024Q2: 77,741 shares; 2024Q3: 75,627 shares; 2024Q4: 75,484 shares; 2025Q1: 73,540 shares; 2025Q2: 56,579 shares; 2025Q3: 54,747 shares 54,747 $4.63M 0.39% -1,832 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 53,982 shares; 2024Q1: 58,023 shares; 2024Q2: 62,233 shares; 2024Q3: 61,828 shares; 2024Q4: 61,441 shares; 2025Q1: 63,747 shares; 2025Q2: 41,774 shares; 2025Q3: 39,586 shares 39,586 $4.43M 0.37% -2,188 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 101,870 shares; 2024Q1: 114,311 shares; 2024Q2: 122,809 shares; 2024Q3: 123,954 shares; 2024Q4: 122,110 shares; 2025Q1: 129,476 shares; 2025Q2: 94,276 shares; 2025Q3: 87,473 shares 87,473 $4.38M 0.37% -6,803 Timeline RTX CORPORATION RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,323 shares 25,323 $4.24M 0.35% new 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; 2023Q4: 39,923 shares; 2024Q1: 39,396 shares; 2024Q2: 39,271 shares; 2024Q3: 39,268 shares; 2024Q4: 38,709 shares; 2025Q1: 38,518 shares; 2025Q2: 37,251 shares; 2025Q3: 37,531 shares 37,531 $4.23M 0.35% +280 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,517 shares; 2024Q1: 6,389 shares; 2024Q2: 6,295 shares; 2024Q3: 24,458 shares; 2024Q4: 23,284 shares; 2025Q1: 22,437 shares; 2025Q2: 21,402 shares; 2025Q3: 20,475 shares 20,475 $4.2M 0.35% -927 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 21,302 shares; 2024Q1: 24,701 shares; 2024Q2: 26,559 shares; 2024Q3: 26,525 shares; 2024Q4: 26,165 shares; 2025Q1: 35,443 shares; 2025Q2: 30,101 shares; 2025Q3: 29,691 shares 29,691 $4.17M 0.35% -410 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; 2023Q4: 7,187 shares; 2024Q1: 7,190 shares; 2024Q2: 7,001 shares; 2024Q3: 6,913 shares; 2024Q4: 6,905 shares; 2025Q1: 6,703 shares; 2025Q2: 6,735 shares; 2025Q3: 6,739 shares 6,739 $4.13M 0.34% +4 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 104,981 shares; 2024Q1: 105,446 shares; 2024Q2: 101,684 shares; 2024Q3: 101,023 shares; 2024Q4: 102,449 shares; 2025Q1: 43,271 shares; 2025Q2: 41,598 shares; 2025Q3: 41,224 shares 41,224 $4.05M 0.34% -374 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; 2023Q4: 891 shares; 2024Q1: 894 shares; 2024Q2: 886 shares; 2024Q3: 882 shares; 2024Q4: 878 shares; 2025Q1: 835 shares; 2025Q2: 780 shares; 2025Q3: 736 shares 736 $3.97M 0.33% -44 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 31,684 shares; 2024Q1: 31,593 shares; 2024Q2: 31,400 shares; 2024Q3: 32,805 shares; 2024Q4: 33,168 shares; 2025Q1: 33,168 shares; 2025Q2: 32,388 shares; 2025Q3: 32,398 shares 32,398 $3.91M 0.33% +10 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,364 shares; 2024Q1: 6,354 shares; 2024Q2: 6,374 shares; 2024Q3: 6,754 shares; 2024Q4: 6,729 shares; 2025Q1: 6,514 shares; 2025Q2: 6,494 shares; 2025Q3: 6,524 shares 6,524 $3.89M 0.32% +30 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25,450 shares; 2024Q1: 28,082 shares; 2024Q2: 30,269 shares; 2024Q3: 31,825 shares; 2024Q4: 34,186 shares; 2025Q1: 40,900 shares; 2025Q2: 38,097 shares; 2025Q3: 41,199 shares 41,199 $3.89M 0.32% +3,102 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,847 shares; 2024Q1: 2,970 shares; 2024Q2: 3,437 shares; 2024Q3: 8,321 shares; 2024Q4: 16,708 shares; 2025Q1: 22,028 shares; 2025Q2: 31,883 shares; 2025Q3: 40,475 shares 40,475 $3.85M 0.32% +8,592 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,889 shares; 2024Q1: 14,442 shares; 2024Q2: 14,226 shares; 2024Q3: 14,038 shares; 2024Q4: 13,977 shares; 2025Q1: 13,650 shares; 2025Q2: 13,277 shares; 2025Q3: 12,688 shares 12,688 $3.47M 0.29% -589 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,354 shares; 2025Q1: 43,728 shares; 2025Q2: 52,670 shares; 2025Q3: 74,663 shares 74,663 $3.47M 0.29% +21,993 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; 2023Q4: 12,810 shares; 2024Q1: 14,007 shares; 2024Q2: 13,962 shares; 2024Q3: 13,923 shares; 2024Q4: 13,934 shares; 2025Q1: 13,946 shares; 2025Q2: 12,804 shares; 2025Q3: 4,636 shares 4,636 $3.46M 0.29% -8,168 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; 2023Q4: 15,373 shares; 2024Q1: 17,213 shares; 2024Q2: 18,554 shares; 2024Q3: 18,474 shares; 2024Q4: 18,250 shares; 2025Q1: 18,231 shares; 2025Q2: 17,799 shares; 2025Q3: 17,439 shares 17,439 $3.46M 0.29% -360 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,447 shares; 2024Q1: 20,484 shares; 2024Q2: 21,043 shares; 2024Q3: 21,786 shares; 2024Q4: 21,784 shares; 2025Q1: 19,381 shares; 2025Q2: 11,416 shares; 2025Q3: 11,100 shares 11,100 $3.31M 0.28% -316 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,766 shares; 2024Q1: 14,752 shares; 2024Q2: 13,005 shares; 2024Q3: 12,934 shares; 2024Q4: 12,864 shares; 2025Q1: 12,362 shares; 2025Q2: 12,011 shares; 2025Q3: 11,648 shares 11,648 $3.29M 0.27% -363 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; 2023Q4: 36,606 shares; 2024Q1: 36,539 shares; 2024Q2: 35,966 shares; 2024Q3: 37,477 shares; 2024Q4: 113,120 shares; 2025Q1: 112,933 shares; 2025Q2: 110,106 shares; 2025Q3: 109,703 shares 109,703 $3.25M 0.27% -403 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,394 shares; 2024Q1: 6,415 shares; 2024Q2: 6,401 shares; 2024Q3: 6,258 shares; 2024Q4: 6,239 shares; 2025Q1: 5,779 shares; 2025Q2: 5,394 shares; 2025Q3: 5,286 shares 5,286 $3.22M 0.27% -108 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 61,042 shares; 2024Q1: 65,929 shares; 2024Q2: 61,835 shares; 2024Q3: 56,518 shares; 2024Q4: 55,338 shares; 2025Q1: 54,395 shares; 2025Q2: 56,778 shares; 2025Q3: 54,021 shares 54,021 $3.08M 0.26% -2,757 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; 2023Q4: 38,888 shares; 2024Q1: 39,555 shares; 2024Q2: 41,229 shares; 2024Q3: 42,462 shares; 2024Q4: 42,656 shares; 2025Q1: 41,986 shares; 2025Q2: 29,275 shares; 2025Q3: 26,813 shares 26,813 $3.07M 0.26% -2,462 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; 2023Q4: 18,575 shares; 2024Q1: 19,368 shares; 2024Q2: 19,258 shares; 2024Q3: 19,158 shares; 2024Q4: 19,152 shares; 2025Q1: 19,587 shares; 2025Q2: 19,490 shares; 2025Q3: 19,880 shares 19,880 $3.05M 0.26% +390 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,204 shares; 2024Q1: 16,993 shares; 2024Q2: 17,056 shares; 2024Q3: 17,155 shares; 2024Q4: 17,214 shares; 2025Q1: 15,839 shares; 2025Q2: 15,631 shares; 2025Q3: 15,514 shares 15,514 $3.02M 0.25% -117 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 49,236 shares; 2024Q1: 51,002 shares; 2024Q2: 52,898 shares; 2024Q3: 52,494 shares; 2024Q4: 52,067 shares; 2025Q1: 51,551 shares; 2025Q2: 43,059 shares; 2025Q3: 45,404 shares 45,404 $2.99M 0.25% +2,345 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 62,575 shares; 2024Q1: 62,575 shares; 2024Q2: 62,508 shares; 2024Q3: 62,871 shares; 2024Q4: 64,249 shares; 2025Q1: 57,909 shares; 2025Q2: 13,261 shares; 2025Q3: 12,022 shares 12,022 $2.93M 0.24% -1,239 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; 2023Q4: 11,755 shares; 2024Q1: 11,751 shares; 2024Q2: 11,124 shares; 2024Q3: 10,748 shares; 2024Q4: 10,705 shares; 2025Q1: 10,395 shares; 2025Q2: 8,992 shares; 2025Q3: 8,388 shares 8,388 $2.9M 0.24% -604 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; 2023Q4: 35,402 shares; 2024Q1: 36,364 shares; 2024Q2: 35,388 shares; 2024Q3: 37,557 shares; 2024Q4: 37,330 shares; 2025Q1: 36,978 shares; 2025Q2: 36,419 shares; 2025Q3: 35,912 shares 35,912 $2.71M 0.23% -507 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; 2023Q4: 14,154 shares; 2024Q1: 14,459 shares; 2024Q2: 14,390 shares; 2024Q3: 14,252 shares; 2024Q4: 14,662 shares; 2025Q1: 14,017 shares; 2025Q2: 13,102 shares; 2025Q3: 12,867 shares 12,867 $2.71M 0.23% -235 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; 2023Q4: 13,145 shares; 2024Q1: 13,093 shares; 2024Q2: 12,863 shares; 2024Q3: 12,905 shares; 2024Q4: 12,700 shares; 2025Q1: 12,289 shares; 2025Q2: 11,231 shares; 2025Q3: 11,257 shares 11,257 $2.66M 0.22% +26 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; 2023Q4: 70,333 shares; 2024Q1: 65,189 shares; 2024Q2: 65,189 shares; 2024Q3: 65,049 shares; 2024Q4: 66,062 shares; 2025Q1: 30,079 shares; 2025Q2: 30,077 shares; 2025Q3: 26,597 shares 26,597 $2.61M 0.22% -3,480 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 50,220 shares; 2024Q1: 48,177 shares; 2024Q2: 47,926 shares; 2024Q3: 51,045 shares; 2024Q4: 52,757 shares; 2025Q1: 48,374 shares; 2025Q2: 49,033 shares; 2025Q3: 55,139 shares 55,139 $2.57M 0.22% +6,106 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,788 shares; 2024Q1: 9,084 shares; 2024Q2: 9,142 shares; 2024Q3: 9,422 shares; 2024Q4: 10,341 shares; 2025Q1: 12,674 shares; 2025Q2: 9,222 shares; 2025Q3: 7,206 shares 7,206 $2.54M 0.21% -2,016 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 33,964 shares; 2024Q1: 33,990 shares; 2024Q2: 34,047 shares; 2024Q3: 33,827 shares; 2024Q4: 32,758 shares; 2025Q1: 31,174 shares; 2025Q2: 32,696 shares; 2025Q3: 34,533 shares 34,533 $2.54M 0.21% +1,837 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 22,644 shares; 2024Q1: 22,561 shares; 2024Q2: 22,679 shares; 2024Q3: 22,408 shares; 2024Q4: 22,287 shares; 2025Q1: 22,057 shares; 2025Q2: 21,224 shares; 2025Q3: 20,645 shares 20,645 $2.53M 0.21% -579 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,023 shares; 2024Q1: 17,388 shares; 2024Q2: 17,430 shares; 2024Q3: 16,974 shares; 2024Q4: 16,541 shares; 2025Q1: 15,628 shares; 2025Q2: 15,655 shares; 2025Q3: 14,857 shares 14,857 $2.53M 0.21% -798 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,504 shares; 2024Q1: 17,612 shares; 2024Q2: 18,444 shares; 2024Q3: 20,205 shares; 2024Q4: 22,135 shares; 2025Q1: 28,986 shares; 2025Q2: 25,531 shares; 2025Q3: 27,139 shares 27,139 $2.48M 0.21% +1,608 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,825 shares; 2024Q1: 2,825 shares; 2024Q2: 2,489 shares; 2024Q3: 2,414 shares; 2024Q4: 2,583 shares; 2025Q1: 2,583 shares; 2025Q2: 2,256 shares; 2025Q3: 2,256 shares 2,256 $2.43M 0.2% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,774 shares; 2025Q1: 17,017 shares; 2025Q2: 16,315 shares; 2025Q3: 16,435 shares 16,435 $2.39M 0.2% +120 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 16,821 shares; 2024Q1: 16,951 shares; 2024Q2: 16,914 shares; 2024Q3: 15,421 shares; 2024Q4: 15,381 shares; 2025Q1: 16,686 shares; 2025Q2: 13,866 shares; 2025Q3: 15,257 shares 15,257 $2.37M 0.2% +1,391 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; 2023Q4: 20,364 shares; 2024Q1: 20,376 shares; 2024Q2: 18,976 shares; 2024Q3: 20,444 shares; 2024Q4: 74,304 shares; 2025Q1: 73,274 shares; 2025Q2: 73,300 shares; 2025Q3: 73,325 shares 73,325 $2.34M 0.2% +25 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 40,910 shares; 2024Q1: 41,620 shares; 2024Q2: 39,893 shares; 2024Q3: 38,928 shares; 2024Q4: 38,462 shares; 2025Q1: 30,209 shares; 2025Q2: 43,097 shares; 2025Q3: 45,417 shares 45,417 $2.32M 0.19% +2,320 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,249 shares; 2024Q1: 17,078 shares; 2024Q2: 16,489 shares; 2024Q3: 16,468 shares; 2024Q4: 16,117 shares; 2025Q1: 15,901 shares; 2025Q2: 15,362 shares; 2025Q3: 14,658 shares 14,658 $2.14M 0.18% -704 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 44,977 shares; 2024Q1: 46,788 shares; 2024Q2: 46,400 shares; 2024Q3: 44,912 shares; 2024Q4: 39,176 shares; 2025Q1: 39,183 shares; 2025Q2: 36,894 shares; 2025Q3: 36,904 shares 36,904 $2.04M 0.17% +10 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,705 shares; 2024Q3: 7,565 shares; 2024Q4: 7,896 shares; 2025Q1: 8,031 shares; 2025Q2: 7,150 shares; 2025Q3: 6,846 shares 6,846 $1.98M 0.17% -304 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; 2023Q4: 15,544 shares; 2024Q1: 15,483 shares; 2024Q2: 15,319 shares; 2024Q3: 14,922 shares; 2024Q4: 14,914 shares; 2025Q1: 14,931 shares; 2025Q2: 14,948 shares; 2025Q3: 13,651 shares 13,651 $1.92M 0.16% -1,297 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; 2023Q4: 2,049 shares; 2024Q1: 2,057 shares; 2024Q2: 2,067 shares; 2024Q3: 2,232 shares; 2024Q4: 2,071 shares; 2025Q1: 1,947 shares; 2025Q2: 1,857 shares; 2025Q3: 2,512 shares 2,512 $1.92M 0.16% +655 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25,721 shares; 2024Q1: 25,662 shares; 2024Q2: 25,245 shares; 2024Q3: 22,575 shares; 2024Q4: 21,795 shares; 2025Q1: 21,171 shares; 2025Q2: 21,877 shares; 2025Q3: 23,899 shares 23,899 $1.9M 0.16% +2,022 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; 2023Q4: 32,901 shares; 2024Q1: 28,373 shares; 2024Q2: 29,770 shares; 2024Q3: 29,589 shares; 2024Q4: 29,573 shares; 2025Q1: 30,253 shares; 2025Q2: 24,597 shares; 2025Q3: 25,978 shares 25,978 $1.89M 0.16% +1,381 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; 2023Q4: 18,636 shares; 2024Q1: 18,812 shares; 2024Q2: 18,655 shares; 2024Q3: 13,668 shares; 2024Q4: 12,287 shares; 2025Q1: 10,287 shares; 2025Q2: 9,992 shares; 2025Q3: 9,979 shares 9,979 $1.83M 0.15% -13 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,158 shares; 2024Q1: 15,027 shares; 2024Q2: 14,762 shares; 2024Q3: 72,767 shares; 2024Q4: 72,505 shares; 2025Q1: 69,258 shares; 2025Q2: 62,413 shares; 2025Q3: 54,506 shares 54,506 $1.82M 0.15% -7,907 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 40,626 shares; 2024Q1: 48,250 shares; 2024Q2: 44,708 shares; 2024Q3: 43,818 shares; 2024Q4: 45,749 shares; 2025Q1: 43,175 shares; 2025Q2: 36,990 shares; 2025Q3: 34,879 shares 34,879 $1.69M 0.14% -2,111 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,327 shares; 2024Q1: 12,824 shares; 2024Q2: 12,363 shares; 2024Q3: 12,672 shares; 2024Q4: 12,292 shares; 2025Q1: 11,847 shares; 2025Q2: 8,126 shares; 2025Q3: 6,883 shares 6,883 $1.67M 0.14% -1,243 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,380 shares; 2024Q1: 7,438 shares; 2024Q2: 7,246 shares; 2024Q3: 7,279 shares; 2024Q4: 7,239 shares; 2025Q1: 7,218 shares; 2025Q2: 7,064 shares; 2025Q3: 7,950 shares 7,950 $1.64M 0.14% +886 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,584 shares; 2024Q1: 18,582 shares; 2024Q2: 18,502 shares; 2024Q3: 18,048 shares; 2024Q4: 18,075 shares; 2025Q1: 17,536 shares; 2025Q2: 17,015 shares; 2025Q3: 16,845 shares 16,845 $1.6M 0.13% -170 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,890 shares; 2024Q1: 20,246 shares; 2024Q2: 20,173 shares; 2024Q3: 19,953 shares; 2024Q4: 19,048 shares; 2025Q1: 23,900 shares; 2025Q2: 16,453 shares; 2025Q3: 15,623 shares 15,623 $1.57M 0.13% -830 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,000 shares; 2024Q1: 2,015 shares; 2024Q2: 2,022 shares; 2024Q3: 2,072 shares; 2024Q4: 2,178 shares; 2025Q1: 2,146 shares; 2025Q2: 2,055 shares; 2025Q3: 1,947 shares 1,947 $1.52M 0.13% -108 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; 2023Q4: 13,462 shares; 2024Q1: 13,355 shares; 2024Q2: 13,307 shares; 2024Q3: 24,666 shares; 2024Q4: 31,500 shares; 2025Q1: 35,590 shares; 2025Q2: 21,369 shares; 2025Q3: 17,313 shares 17,313 $1.45M 0.12% -4,056 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; 2023Q4: 53,848 shares; 2024Q1: 54,608 shares; 2024Q2: 58,454 shares; 2024Q3: 62,585 shares; 2024Q4: 106,986 shares; 2025Q1: 114,666 shares; 2025Q2: 51,940 shares; 2025Q3: 44,143 shares 44,143 $1.39M 0.12% -7,797 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; 2023Q4: 33,418 shares; 2024Q1: 32,804 shares; 2024Q2: 35,404 shares; 2024Q3: 42,704 shares; 2024Q4: 50,124 shares; 2025Q1: 52,880 shares; 2025Q2: 26,987 shares; 2025Q3: 19,821 shares 19,821 $1.33M 0.11% -7,166 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,825 shares; 2024Q1: 1,825 shares; 2024Q2: 1,750 shares; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares 1,699 $1.31M 0.11% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,136 shares; 2024Q1: 2,586 shares; 2024Q2: not reported; 2024Q3: 11,522 shares; 2024Q4: 10,057 shares; 2025Q1: 4,532 shares; 2025Q2: 5,144 shares; 2025Q3: 12,703 shares 12,703 $1.28M 0.11% +7,559 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 92,036 shares; 2024Q1: 81,317 shares; 2024Q2: 88,265 shares; 2024Q3: 102,152 shares; 2024Q4: 116,851 shares; 2025Q1: 115,421 shares; 2025Q2: 49,748 shares; 2025Q3: 37,995 shares 37,995 $1.27M 0.11% -11,753 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,546 shares; 2024Q1: 68,638 shares; 2024Q2: 91,275 shares; 2024Q3: 116,556 shares; 2024Q4: 166,915 shares; 2025Q1: 201,465 shares; 2025Q2: 75,493 shares; 2025Q3: 49,316 shares 49,316 $1.26M 0.11% -26,177 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,862 shares; 2024Q1: 16,742 shares; 2024Q2: 16,305 shares; 2024Q3: 13,767 shares; 2024Q4: 13,349 shares; 2025Q1: 13,159 shares; 2025Q2: 15,369 shares; 2025Q3: 12,204 shares 12,204 $1.22M 0.1% -3,165 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; 2023Q4: 7,753 shares; 2024Q1: 7,753 shares; 2024Q2: 6,611 shares; 2024Q3: 6,174 shares; 2024Q4: 6,174 shares; 2025Q1: 6,126 shares; 2025Q2: 4,996 shares; 2025Q3: 4,996 shares 4,996 $1.2M 0.1% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 21,834 shares; 2024Q1: 21,850 shares; 2024Q2: 21,787 shares; 2024Q3: 21,733 shares; 2024Q4: 21,500 shares; 2025Q1: 22,494 shares; 2025Q2: 22,250 shares; 2025Q3: 21,774 shares 21,774 $1.14M 0.1% -476 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,396 shares; 2024Q1: 17,592 shares; 2024Q2: 25,417 shares; 2024Q3: 28,578 shares; 2024Q4: 27,840 shares; 2025Q1: 22,717 shares; 2025Q2: 19,251 shares; 2025Q3: 18,455 shares 18,455 $1.13M 0.09% -796 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,912 shares; 2024Q1: 4,475 shares; 2024Q2: 4,179 shares; 2024Q3: 4,077 shares; 2024Q4: 4,007 shares; 2025Q1: 4,885 shares; 2025Q2: 5,167 shares; 2025Q3: 5,081 shares 5,081 $1.1M 0.09% -86 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; 2023Q4: 20,118 shares; 2024Q1: 20,686 shares; 2024Q2: 21,020 shares; 2024Q3: 22,310 shares; 2024Q4: 24,829 shares; 2025Q1: 33,046 shares; 2025Q2: 14,071 shares; 2025Q3: 12,701 shares 12,701 $1.07M 0.09% -1,370 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 69,685 shares; 2024Q1: 68,916 shares; 2024Q2: 64,692 shares; 2024Q3: 63,313 shares; 2024Q4: 62,333 shares; 2025Q1: 64,061 shares; 2025Q2: 56,504 shares; 2025Q3: 42,796 shares 42,796 $1.06M 0.09% -13,708 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; 2023Q4: 18,380 shares; 2024Q1: 18,137 shares; 2024Q2: 18,917 shares; 2024Q3: 19,767 shares; 2024Q4: 39,908 shares; 2025Q1: 39,679 shares; 2025Q2: 37,960 shares; 2025Q3: 37,964 shares 37,964 $1.06M 0.09% +4 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 16,991 shares; 2024Q1: 20,090 shares; 2024Q2: 16,622 shares; 2024Q3: 16,408 shares; 2024Q4: 14,449 shares; 2025Q1: 21,391 shares; 2025Q2: 11,829 shares; 2025Q3: 12,079 shares 12,079 $1.05M 0.09% +250 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18,169 shares; 2024Q1: 20,018 shares; 2024Q2: 19,330 shares; 2024Q3: 17,330 shares; 2024Q4: 17,330 shares; 2025Q1: 18,330 shares; 2025Q2: 18,330 shares; 2025Q3: 20,699 shares 20,699 $1.05M 0.09% +2,369 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: 3,672 shares 3,672 $1.03M 0.09% +2,632 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,967 shares 44,967 $1.01M 0.08% new 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; 2023Q4: 8,445 shares; 2024Q1: 8,425 shares; 2024Q2: 8,425 shares; 2024Q3: 8,425 shares; 2024Q4: 8,425 shares; 2025Q1: 8,193 shares; 2025Q2: 7,059 shares; 2025Q3: 7,109 shares 7,109 $989K 0.08% +50 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; 2023Q4: 42,731 shares; 2024Q1: 43,626 shares; 2024Q2: 43,609 shares; 2024Q3: 43,753 shares; 2024Q4: 44,012 shares; 2025Q1: 37,441 shares; 2025Q2: 38,144 shares; 2025Q3: 2,984 shares 2,984 $979K 0.08% -35,160 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,928 shares; 2024Q1: 6,008 shares; 2024Q2: 6,226 shares; 2024Q3: 9,887 shares; 2024Q4: 12,869 shares; 2025Q1: 12,076 shares; 2025Q2: 8,437 shares; 2025Q3: 9,602 shares 9,602 $938K 0.08% +1,165 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 794 shares; 2025Q2: 1,080 shares; 2025Q3: 2,571 shares 2,571 $914K 0.08% +1,491 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 314 shares; 2025Q2: not reported; 2025Q3: 17,287 shares 17,287 $903K 0.08% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,814 shares; 2024Q1: 10,710 shares; 2024Q2: 11,226 shares; 2024Q3: 11,664 shares; 2024Q4: 12,505 shares; 2025Q1: 17,100 shares; 2025Q2: 17,065 shares; 2025Q3: 15,704 shares 15,704 $896K 0.07% -1,361 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: not reported; 2025Q3: 36,600 shares 36,600 $846K 0.07% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,634 shares; 2024Q1: 1,634 shares; 2024Q2: 1,634 shares; 2024Q3: 2,209 shares; 2024Q4: 2,029 shares; 2025Q1: 1,764 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares 1,764 $826K 0.07% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,921 shares; 2024Q1: 1,921 shares; 2024Q2: 1,801 shares; 2024Q3: 1,515 shares; 2024Q4: 1,865 shares; 2025Q1: 1,610 shares; 2025Q2: 1,507 shares; 2025Q3: 3,540 shares 3,540 $820K 0.07% +2,033 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,963 shares; 2024Q1: 6,627 shares; 2024Q2: 4,893 shares; 2024Q3: 4,899 shares; 2024Q4: 4,122 shares; 2025Q1: 5,925 shares; 2025Q2: 4,156 shares; 2025Q3: 4,386 shares 4,386 $818K 0.07% +230 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,872 shares; 2025Q3: 16,046 shares 16,046 $812K 0.07% -2,826 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,610 shares; 2025Q1: 12,610 shares; 2025Q2: 12,250 shares; 2025Q3: 12,250 shares 12,250 $796K 0.07% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 445 shares; 2024Q3: 466 shares; 2024Q4: 440 shares; 2025Q1: 940 shares; 2025Q2: 935 shares; 2025Q3: 993 shares 993 $791K 0.07% +58 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,099 shares; 2024Q1: 17,458 shares; 2024Q2: 17,495 shares; 2024Q3: 16,877 shares; 2024Q4: 14,442 shares; 2025Q1: 13,160 shares; 2025Q2: 11,532 shares; 2025Q3: 9,599 shares 9,599 $790K 0.07% -1,933 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 37,688 shares; 2024Q1: 54,664 shares; 2024Q2: 64,014 shares; 2024Q3: 58,942 shares; 2024Q4: 55,038 shares; 2025Q1: 42,286 shares; 2025Q2: 11,162 shares; 2025Q3: 9,568 shares 9,568 $785K 0.07% -1,594 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,665 shares; 2024Q1: 11,505 shares; 2024Q2: 11,505 shares; 2024Q3: 11,505 shares; 2024Q4: 11,505 shares; 2025Q1: 30,929 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares 11,500 $775K 0.06% 0 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; 2023Q4: 3,522 shares; 2024Q1: 3,447 shares; 2024Q2: 3,628 shares; 2024Q3: 5,128 shares; 2024Q4: 4,174 shares; 2025Q1: 4,065 shares; 2025Q2: 4,868 shares; 2025Q3: 4,721 shares 4,721 $764K 0.06% -147 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,069 shares; 2024Q1: 7,358 shares; 2024Q2: 7,272 shares; 2024Q3: 7,332 shares; 2024Q4: 7,176 shares; 2025Q1: 10,742 shares; 2025Q2: 5,181 shares; 2025Q3: 3,194 shares 3,194 $757K 0.06% -1,987 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,000 shares; 2024Q1: 9,000 shares; 2024Q2: 9,000 shares; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares 9,000 $754K 0.06% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,800 shares; 2024Q1: 7,800 shares; 2024Q2: 7,800 shares; 2024Q3: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares 7,800 $743K 0.06% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,221 shares; 2024Q1: 5,228 shares; 2024Q2: 5,235 shares; 2024Q3: 7,253 shares; 2024Q4: 7,663 shares; 2025Q1: 7,558 shares; 2025Q2: 7,371 shares; 2025Q3: 7,655 shares 7,655 $724K 0.06% +284 Timeline WORLD GOLD TR WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares 9,000 $688K 0.06% new PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,694 shares 13,694 $682K 0.06% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,314 shares; 2025Q2: 2,387 shares; 2025Q3: 2,387 shares 2,387 $674K 0.06% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,312 shares; 2024Q1: 6,321 shares; 2024Q2: 6,234 shares; 2024Q3: 6,142 shares; 2024Q4: 5,981 shares; 2025Q1: 5,992 shares; 2025Q2: 3,070 shares; 2025Q3: 3,078 shares 3,078 $664K 0.06% +8 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,683 shares; 2024Q1: 10,096 shares; 2024Q2: 9,772 shares; 2024Q3: 9,772 shares; 2024Q4: 10,690 shares; 2025Q1: 11,945 shares; 2025Q2: 9,431 shares; 2025Q3: 6,206 shares 6,206 $661K 0.06% -3,225 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,038 shares; 2024Q1: 3,038 shares; 2024Q2: 3,038 shares; 2024Q3: 4,515 shares; 2024Q4: 4,515 shares; 2025Q1: 4,515 shares; 2025Q2: 4,515 shares; 2025Q3: 4,515 shares 4,515 $658K 0.05% 0 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,068 shares 9,068 $632K 0.05% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 370 shares; 2025Q3: 3,756 shares 3,756 $618K 0.05% +3,386 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,613 shares; 2024Q1: 7,838 shares; 2024Q2: 7,743 shares; 2024Q3: 7,743 shares; 2024Q4: 7,743 shares; 2025Q1: 8,110 shares; 2025Q2: 5,074 shares; 2025Q3: 5,894 shares 5,894 $607K 0.05% +820 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 244 shares; 2024Q1: 245 shares; 2024Q2: 246 shares; 2024Q3: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,091 shares; 2025Q2: not reported; 2025Q3: 1,828 shares 1,828 $603K 0.05% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: not reported; 2025Q3: 12,583 shares 12,583 $591K 0.05% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,320 shares; 2024Q1: 3,220 shares; 2024Q2: 3,220 shares; 2024Q3: 3,920 shares; 2024Q4: 3,827 shares; 2025Q1: 3,493 shares; 2025Q2: 2,865 shares; 2025Q3: 2,865 shares 2,865 $583K 0.05% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,952 shares; 2024Q1: 1,952 shares; 2024Q2: 1,748 shares; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,663 shares; 2025Q3: 1,649 shares 1,649 $571K 0.05% -14 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,414 shares; 2024Q1: 2,414 shares; 2024Q2: 2,404 shares; 2024Q3: 2,242 shares; 2024Q4: 2,242 shares; 2025Q1: 1,976 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares 1,037 $543K 0.05% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 23,346 shares; 2024Q1: 22,649 shares; 2024Q2: 16,664 shares; 2024Q3: 16,599 shares; 2024Q4: 16,274 shares; 2025Q1: 15,969 shares; 2025Q2: 15,950 shares; 2025Q3: 16,915 shares 16,915 $533K 0.04% +965 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,814 shares; 2024Q1: 16,137 shares; 2024Q2: 20,137 shares; 2024Q3: 23,925 shares; 2024Q4: 28,824 shares; 2025Q1: 39,714 shares; 2025Q2: 12,897 shares; 2025Q3: 6,371 shares 6,371 $517K 0.04% -6,526 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,108 shares; 2024Q1: 6,133 shares; 2024Q2: 6,160 shares; 2024Q3: 6,488 shares; 2024Q4: 6,469 shares; 2025Q1: 6,004 shares; 2025Q2: 5,767 shares; 2025Q3: 5,134 shares 5,134 $498K 0.04% -633 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; 2023Q4: 5,929 shares; 2024Q1: 5,744 shares; 2024Q2: 5,560 shares; 2024Q3: 5,560 shares; 2024Q4: 5,560 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 5,560 shares 5,560 $498K 0.04% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,366 shares; 2024Q1: 1,363 shares; 2024Q2: 1,363 shares; 2024Q3: 1,363 shares; 2024Q4: 1,283 shares; 2025Q1: 1,518 shares; 2025Q2: 982 shares; 2025Q3: 982 shares 982 $490K 0.04% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 2,426 shares; 2024Q2: 2,426 shares; 2024Q3: 2,426 shares; 2024Q4: 2,426 shares; 2025Q1: 2,426 shares; 2025Q2: 2,426 shares; 2025Q3: 2,426 shares 2,426 $484K 0.04% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,065 shares; 2024Q1: 19,065 shares; 2024Q2: 19,065 shares; 2024Q3: 14,606 shares; 2024Q4: 14,606 shares; 2025Q1: 14,606 shares; 2025Q2: 13,541 shares; 2025Q3: 13,541 shares 13,541 $481K 0.04% 0 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,280 shares; 2024Q1: 10,280 shares; 2024Q2: 10,280 shares; 2024Q3: 10,280 shares; 2024Q4: 10,280 shares; 2025Q1: 10,280 shares; 2025Q2: 10,280 shares; 2025Q3: 10,280 shares 10,280 $469K 0.04% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,098 shares; 2024Q1: 1,066 shares; 2024Q2: 1,066 shares; 2024Q3: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 966 shares; 2025Q2: 966 shares; 2025Q3: 1,256 shares 1,256 $464K 0.04% +290 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,012 shares; 2024Q4: 2,024 shares; 2025Q1: 2,013 shares; 2025Q2: 2,000 shares; 2025Q3: 2,208 shares 2,208 $450K 0.04% +208 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; 2023Q4: 2,999 shares; 2024Q1: 2,999 shares; 2024Q2: 2,999 shares; 2024Q3: 2,791 shares; 2024Q4: 2,791 shares; 2025Q1: 2,443 shares; 2025Q2: 2,302 shares; 2025Q3: 2,302 shares 2,302 $443K 0.04% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,624 shares; 2024Q1: 11,821 shares; 2024Q2: 11,577 shares; 2024Q3: 11,577 shares; 2024Q4: 11,057 shares; 2025Q1: 17,046 shares; 2025Q2: 8,689 shares; 2025Q3: 8,689 shares 8,689 $419K 0.04% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,425 shares 8,425 $417K 0.03% new 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; 2023Q4: 15,376 shares; 2024Q1: 15,326 shares; 2024Q2: 6,864 shares; 2024Q3: 6,264 shares; 2024Q4: 8,226 shares; 2025Q1: 6,842 shares; 2025Q2: 5,962 shares; 2025Q3: 5,962 shares 5,962 $408K 0.03% 0 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; 2023Q4: 29,960 shares; 2024Q1: 22,208 shares; 2024Q2: 16,013 shares; 2024Q3: 14,462 shares; 2024Q4: 5,674 shares; 2025Q1: 5,674 shares; 2025Q2: 5,707 shares; 2025Q3: 5,707 shares 5,707 $407K 0.03% 0 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; 2023Q4: 4,476 shares; 2024Q1: 4,507 shares; 2024Q2: 4,558 shares; 2024Q3: 4,607 shares; 2024Q4: 4,677 shares; 2025Q1: 4,711 shares; 2025Q2: 4,767 shares; 2025Q3: 4,786 shares 4,786 $403K 0.03% +19 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; 2023Q4: 5,611 shares; 2024Q1: 5,230 shares; 2024Q2: 5,235 shares; 2024Q3: 5,241 shares; 2024Q4: 5,380 shares; 2025Q1: 5,740 shares; 2025Q2: 4,439 shares; 2025Q3: 4,444 shares 4,444 $397K 0.03% +5 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,152 shares; 2024Q1: 6,794 shares; 2024Q2: 5,215 shares; 2024Q3: 3,416 shares; 2024Q4: 3,426 shares; 2025Q1: 2,523 shares; 2025Q2: 1,963 shares; 2025Q3: 1,956 shares 1,956 $393K 0.03% -7 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,412 shares; 2024Q1: 7,173 shares; 2024Q2: 9,173 shares; 2024Q3: 9,898 shares; 2024Q4: 12,293 shares; 2025Q1: 24,869 shares; 2025Q2: 15,260 shares; 2025Q3: 6,875 shares 6,875 $381K 0.03% -8,385 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; 2023Q4: 3,531 shares; 2024Q1: 3,181 shares; 2024Q2: 3,231 shares; 2024Q3: 3,261 shares; 2024Q4: 3,261 shares; 2025Q1: 3,231 shares; 2025Q2: 2,389 shares; 2025Q3: 2,320 shares 2,320 $376K 0.03% -69 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,287 shares; 2024Q1: 3,287 shares; 2024Q2: 3,287 shares; 2024Q3: 3,287 shares; 2024Q4: 3,287 shares; 2025Q1: 3,287 shares; 2025Q2: 3,287 shares; 2025Q3: 3,287 shares 3,287 $374K 0.03% 0 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; 2023Q4: 6,238 shares; 2024Q1: 6,230 shares; 2024Q2: 6,219 shares; 2024Q3: 6,219 shares; 2024Q4: 6,566 shares; 2025Q1: 6,024 shares; 2025Q2: 1,952 shares; 2025Q3: 2,202 shares 2,202 $371K 0.03% +250 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 16,407 shares; 2024Q1: 16,407 shares; 2024Q2: 20,807 shares; 2024Q3: 20,807 shares; 2024Q4: 20,807 shares; 2025Q1: 20,807 shares; 2025Q2: 8,406 shares; 2025Q3: 8,406 shares 8,406 $356K 0.03% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,001 shares; 2025Q3: 3,476 shares 3,476 $354K 0.03% +1,475 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; 2023Q4: 1,076 shares; 2024Q1: 1,076 shares; 2024Q2: 1,076 shares; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares 1,051 $349K 0.03% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 2,976 shares; 2024Q2: 2,977 shares; 2024Q3: 2,977 shares; 2024Q4: 2,979 shares; 2025Q1: 2,797 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares 2,411 $344K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,001 shares; 2024Q3: 1,001 shares; 2024Q4: 981 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares 930 $340K 0.03% 0 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; 2023Q4: 578 shares; 2024Q1: 568 shares; 2024Q2: 568 shares; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 556 shares; 2025Q2: not reported; 2025Q3: 694 shares 694 $337K 0.03% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 23,878 shares; 2024Q1: 24,016 shares; 2024Q2: 24,223 shares; 2024Q3: 25,128 shares; 2024Q4: 24,417 shares; 2025Q1: 20,918 shares; 2025Q2: 2,218 shares; 2025Q3: 2,225 shares 2,225 $331K 0.03% +7 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,695 shares; 2024Q3: 1,695 shares; 2024Q4: 1,695 shares; 2025Q1: 4,125 shares; 2025Q2: 4,125 shares; 2025Q3: 4,125 shares 4,125 $330K 0.03% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,200 shares 6,200 $322K 0.03% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,965 shares; 2024Q1: 1,953 shares; 2024Q2: 1,953 shares; 2024Q3: 1,953 shares; 2024Q4: 2,921 shares; 2025Q1: 2,968 shares; 2025Q2: 1,330 shares; 2025Q3: 1,330 shares 1,330 $320K 0.03% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 790 shares; 2024Q1: 5,450 shares; 2024Q2: 5,450 shares; 2024Q3: 5,450 shares; 2024Q4: 5,450 shares; 2025Q1: 5,450 shares; 2025Q2: 5,450 shares; 2025Q3: 5,450 shares 5,450 $320K 0.03% 0 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; 2023Q4: 7,505 shares; 2024Q1: 7,512 shares; 2024Q2: 7,526 shares; 2024Q3: 7,533 shares; 2024Q4: 7,539 shares; 2025Q1: 6,643 shares; 2025Q2: 5,996 shares; 2025Q3: 5,999 shares 5,999 $309K 0.03% +3 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,227 shares; 2024Q3: 2,227 shares; 2024Q4: 2,584 shares; 2025Q1: 2,550 shares; 2025Q2: 2,565 shares; 2025Q3: 2,544 shares 2,544 $301K 0.03% -21 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,152 shares; 2024Q1: 1,104 shares; 2024Q2: 1,105 shares; 2024Q3: 1,105 shares; 2024Q4: 1,106 shares; 2025Q1: 1,073 shares; 2025Q2: 629 shares; 2025Q3: 629 shares 629 $300K 0.03% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,516 shares; 2024Q1: 6,570 shares; 2024Q2: 6,456 shares; 2024Q3: 6,371 shares; 2024Q4: 12,952 shares; 2025Q1: 12,646 shares; 2025Q2: 12,807 shares; 2025Q3: 12,969 shares 12,969 $299K 0.03% +162 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,699 shares; 2024Q1: 2,461 shares; 2024Q2: 2,198 shares; 2024Q3: 2,043 shares; 2024Q4: 2,343 shares; 2025Q1: 2,343 shares; 2025Q2: 2,221 shares; 2025Q3: 2,221 shares 2,221 $297K 0.02% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,125 shares 5,125 $295K 0.02% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $294K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,988 shares; 2024Q1: 4,880 shares; 2024Q2: 4,855 shares; 2024Q3: 4,900 shares; 2024Q4: 4,759 shares; 2025Q1: 5,854 shares; 2025Q2: 2,112 shares; 2025Q3: 2,017 shares 2,017 $292K 0.02% -95 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; 2023Q4: 1,328 shares; 2024Q1: 1,213 shares; 2024Q2: 1,220 shares; 2024Q3: 1,213 shares; 2024Q4: 1,463 shares; 2025Q1: 1,463 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares 1,139 $286K 0.02% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares 9,000 $284K 0.02% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 2,982 shares; 2024Q2: not reported; 2024Q3: 2,982 shares; 2024Q4: 2,982 shares; 2025Q1: 2,882 shares; 2025Q2: 5,764 shares; 2025Q3: 5,764 shares 5,764 $283K 0.02% 0 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; 2023Q4: 11,015 shares; 2024Q1: 12,015 shares; 2024Q2: 11,615 shares; 2024Q3: 11,115 shares; 2024Q4: 11,115 shares; 2025Q1: 10,615 shares; 2025Q2: 5,178 shares; 2025Q3: 5,178 shares 5,178 $279K 0.02% 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,672 shares; 2024Q3: 3,672 shares; 2024Q4: 2,972 shares; 2025Q1: 2,972 shares; 2025Q2: 2,986 shares; 2025Q3: 2,986 shares 2,986 $273K 0.02% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,711 shares; 2024Q3: 1,711 shares; 2024Q4: 1,711 shares; 2025Q1: 1,711 shares; 2025Q2: 1,711 shares; 2025Q3: 1,711 shares 1,711 $264K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,409 shares; 2024Q1: 2,180 shares; 2024Q2: 2,152 shares; 2024Q3: 2,147 shares; 2024Q4: 1,892 shares; 2025Q1: 1,838 shares; 2025Q2: 1,808 shares; 2025Q3: 1,842 shares 1,842 $262K 0.02% +34 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,310 shares; 2024Q1: 2,310 shares; 2024Q2: 2,275 shares; 2024Q3: 2,138 shares; 2024Q4: 2,138 shares; 2025Q1: 2,138 shares; 2025Q2: 1,769 shares; 2025Q3: 1,531 shares 1,531 $262K 0.02% -238 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; 2023Q4: 2,259 shares; 2024Q1: 2,259 shares; 2024Q2: 2,259 shares; 2024Q3: 2,244 shares; 2024Q4: 2,279 shares; 2025Q1: 2,227 shares; 2025Q2: 1,300 shares; 2025Q3: 1,275 shares 1,275 $261K 0.02% -25 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 640 shares; 2024Q3: 640 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares 640 $258K 0.02% 0 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; 2023Q4: 506 shares; 2024Q1: 506 shares; 2024Q2: 506 shares; 2024Q3: 506 shares; 2024Q4: 506 shares; 2025Q1: not reported; 2025Q2: 401 shares; 2025Q3: 401 shares 401 $256K 0.02% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,496 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares 13,000 $254K 0.02% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,200 shares 5,200 $249K 0.02% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 787 shares; 2024Q1: 805 shares; 2024Q2: not reported; 2024Q3: 783 shares; 2024Q4: 902 shares; 2025Q1: 850 shares; 2025Q2: 796 shares; 2025Q3: 796 shares 796 $242K 0.02% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: 58 shares; 2025Q3: 56 shares 56 $240K 0.02% -2 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,680 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: not reported; 2025Q3: 1,792 shares 1,792 $237K 0.02% new 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; 2023Q4: 895 shares; 2024Q1: 895 shares; 2024Q2: 895 shares; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares 895 $232K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,414 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 3,150 shares; 2025Q3: 4,300 shares 4,300 $230K 0.02% +1,150 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,613 shares; 2024Q1: not reported; 2024Q2: 4,613 shares; 2024Q3: 4,770 shares; 2024Q4: 4,770 shares; 2025Q1: 4,770 shares; 2025Q2: 4,770 shares; 2025Q3: 4,770 shares 4,770 $229K 0.02% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,058 shares; 2024Q3: 2,058 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares 2,058 $227K 0.02% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,111 shares; 2024Q4: not reported; 2025Q1: 3,843 shares; 2025Q2: 3,403 shares; 2025Q3: 3,403 shares 3,403 $226K 0.02% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $223K 0.02% 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; 2023Q4: 2,755 shares; 2024Q1: 2,755 shares; 2024Q2: 2,755 shares; 2024Q3: 1,787 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,726 shares; 2025Q3: 1,726 shares 1,726 $221K 0.02% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 30,370 shares; 2024Q1: 24,316 shares; 2024Q2: 24,757 shares; 2024Q3: 23,700 shares; 2024Q4: 23,247 shares; 2025Q1: 23,379 shares; 2025Q2: 19,128 shares; 2025Q3: 6,278 shares 6,278 $211K 0.02% -12,850 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 740 shares; 2024Q4: not reported; 2025Q1: 3,700 shares; 2025Q2: not reported; 2025Q3: 3,700 shares 3,700 $210K 0.02% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,266 shares; 2024Q3: 1,366 shares; 2024Q4: 1,317 shares; 2025Q1: 1,322 shares; 2025Q2: not reported; 2025Q3: 698 shares 698 $210K 0.02% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267 shares 267 $202K 0.02% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $201K 0.02% new Timeline