DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 34,378,899 shares; 2022Q4: 35,446,006 shares; 2023Q1: 35,446,006 shares; 2023Q2: 37,225,459 shares; 2023Q3: 37,575,491 shares; 2023Q4: 37,499,436 shares; 2024Q1: 37,755,608 shares; 2024Q2: 37,304,289 shares 37,304,289 $1.2B 12.45% -451,319 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 11,955,560 shares; 2022Q4: 12,632,215 shares; 2023Q1: 12,632,215 shares; 2023Q2: 12,847,184 shares; 2023Q3: 12,816,287 shares; 2023Q4: 12,695,192 shares; 2024Q1: 12,646,874 shares; 2024Q2: 12,437,755 shares 12,437,755 $645M 6.68% -209,119 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 21,519,408 shares; 2023Q3: 22,801,587 shares; 2023Q4: 25,687,480 shares; 2024Q1: 27,659,250 shares; 2024Q2: 29,161,409 shares 29,161,409 $594M 6.15% +1,502,159 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 14,140,538 shares; 2022Q4: 14,344,224 shares; 2023Q1: 14,344,224 shares; 2023Q2: 14,570,781 shares; 2023Q3: 14,545,140 shares; 2023Q4: 14,367,598 shares; 2024Q1: 14,506,375 shares; 2024Q2: 14,427,184 shares 14,427,184 $567M 5.86% -79,191 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,293,242 shares; 2022Q4: 5,313,206 shares; 2023Q1: 5,313,206 shares; 2023Q2: 5,254,609 shares; 2023Q3: 5,440,921 shares; 2023Q4: 6,041,196 shares; 2024Q1: 7,655,694 shares; 2024Q2: 7,957,417 shares 7,957,417 $468M 4.85% +301,723 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,033,450 shares; 2022Q4: 1,111,433 shares; 2023Q1: 1,111,433 shares; 2023Q2: 1,608,086 shares; 2023Q3: 1,884,610 shares; 2023Q4: 2,590,133 shares; 2024Q1: 3,191,672 shares; 2024Q2: 3,568,902 shares 3,568,902 $424M 4.39% +377,230 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 10,360,725 shares; 2022Q4: 10,832,712 shares; 2023Q1: 10,832,712 shares; 2023Q2: 11,292,342 shares; 2023Q3: 11,518,763 shares; 2023Q4: 11,025,950 shares; 2024Q1: 11,285,243 shares; 2024Q2: 11,169,824 shares 11,169,824 $401M 4.15% -115,419 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,018,523 shares; 2022Q4: 3,989,001 shares; 2023Q1: 3,989,001 shares; 2023Q2: 4,319,161 shares; 2023Q3: 4,697,942 shares; 2023Q4: 5,311,874 shares; 2024Q1: 6,026,378 shares; 2024Q2: 6,603,169 shares 6,603,169 $385M 3.98% +576,791 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 10,566,170 shares; 2022Q4: 11,143,680 shares; 2023Q1: 11,143,680 shares; 2023Q2: 11,513,037 shares; 2023Q3: 11,504,877 shares; 2023Q4: 11,647,730 shares; 2024Q1: 11,533,051 shares; 2024Q2: 11,234,134 shares 11,234,134 $286M 2.96% -298,917 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; 2022Q3: 506,839 shares; 2022Q4: 540,514 shares; 2023Q1: 540,514 shares; 2023Q2: 634,559 shares; 2023Q3: 690,882 shares; 2023Q4: 751,630 shares; 2024Q1: 758,229 shares; 2024Q2: 762,645 shares 762,645 $204M 2.11% +4,416 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 344,458 shares; 2022Q4: 497,347 shares; 2023Q1: 497,347 shares; 2023Q2: 612,645 shares; 2023Q3: 732,523 shares; 2023Q4: 1,732,796 shares; 2024Q1: 2,264,571 shares; 2024Q2: 2,580,173 shares 2,580,173 $168M 1.73% +315,602 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,644,502 shares; 2022Q4: 2,618,390 shares; 2023Q1: 2,618,390 shares; 2023Q2: 2,669,771 shares; 2023Q3: 2,659,844 shares; 2023Q4: 2,614,543 shares; 2024Q1: 2,726,444 shares; 2024Q2: 2,724,127 shares 2,724,127 $164M 1.69% -2,317 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 309,570 shares; 2022Q4: 391,764 shares; 2023Q1: 391,764 shares; 2023Q2: 1,541,713 shares; 2023Q3: 1,583,292 shares; 2023Q4: 1,746,525 shares; 2024Q1: 1,751,825 shares; 2024Q2: 1,729,579 shares 1,729,579 $155M 1.61% -22,246 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 651,620 shares; 2022Q4: 680,411 shares; 2023Q1: 680,411 shares; 2023Q2: 1,059,750 shares; 2023Q3: 1,241,439 shares; 2023Q4: 1,689,789 shares; 2024Q1: 2,063,888 shares; 2024Q2: 2,301,998 shares 2,301,998 $151M 1.56% +238,110 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 560,803 shares; 2022Q4: 546,967 shares; 2023Q1: 546,967 shares; 2023Q2: 624,593 shares; 2023Q3: 638,006 shares; 2023Q4: 656,833 shares; 2024Q1: 623,317 shares; 2024Q2: 596,531 shares 596,531 $126M 1.3% -26,786 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,767,614 shares; 2022Q4: 1,650,493 shares; 2023Q1: 1,650,493 shares; 2023Q2: 1,681,917 shares; 2023Q3: 1,833,061 shares; 2023Q4: 1,941,568 shares; 2024Q1: 2,211,720 shares; 2024Q2: 2,400,318 shares 2,400,318 $117M 1.21% +188,598 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 121,211 shares; 2022Q4: 128,060 shares; 2023Q1: 128,060 shares; 2023Q2: 133,134 shares; 2023Q3: 137,090 shares; 2023Q4: 211,660 shares; 2024Q1: 213,105 shares; 2024Q2: 209,830 shares 209,830 $115M 1.19% -3,275 Timeline BSV 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; 2022Q3: 1,294,872 shares; 2022Q4: 1,337,986 shares; 2023Q1: 1,337,986 shares; 2023Q2: 1,540,969 shares; 2023Q3: 1,562,455 shares; 2023Q4: 1,476,529 shares; 2024Q1: 1,472,724 shares; 2024Q2: 1,455,384 shares 1,455,384 $112M 1.16% -17,340 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 30,074 shares; 2022Q4: 87,109 shares; 2023Q1: 87,109 shares; 2023Q2: 259,297 shares; 2023Q3: 661,931 shares; 2023Q4: 1,869,268 shares; 2024Q1: 3,176,612 shares; 2024Q2: 3,959,902 shares 3,959,902 $106M 1.1% +783,290 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,600 shares; 2022Q4: 53,640 shares; 2023Q1: 53,640 shares; 2023Q2: 17,157 shares; 2023Q3: 168,869 shares; 2023Q4: 934,771 shares; 2024Q1: 1,576,380 shares; 2024Q2: 2,077,571 shares 2,077,571 $97.6M 1.01% +501,191 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 158,521 shares; 2022Q4: 161,596 shares; 2023Q1: 161,596 shares; 2023Q2: 196,526 shares; 2023Q3: 202,878 shares; 2023Q4: 205,131 shares; 2024Q1: 196,407 shares; 2024Q2: 200,865 shares 200,865 $89.8M 0.93% +4,458 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 174,161 shares; 2022Q4: 673,557 shares; 2023Q1: 673,557 shares; 2023Q2: 1,055,829 shares; 2023Q3: 1,459,717 shares; 2023Q4: 2,109,574 shares; 2024Q1: 2,787,303 shares; 2024Q2: 3,149,744 shares 3,149,744 $84.7M 0.88% +362,441 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 51,476 shares; 2022Q4: 85,758 shares; 2023Q1: 85,758 shares; 2023Q2: 165,654 shares; 2023Q3: 237,167 shares; 2023Q4: 750,692 shares; 2024Q1: 1,860,862 shares; 2024Q2: 2,099,693 shares 2,099,693 $67.2M 0.7% +238,831 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; 2022Q3: 177,984 shares; 2022Q4: 175,002 shares; 2023Q1: 175,002 shares; 2023Q2: 167,981 shares; 2023Q3: 157,987 shares; 2023Q4: 143,231 shares; 2024Q1: 134,726 shares; 2024Q2: 132,946 shares 132,946 $67M 0.69% -1,780 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; 2022Q3: 594,583 shares; 2022Q4: 754,578 shares; 2023Q1: 754,578 shares; 2023Q2: 873,553 shares; 2023Q3: 1,027,866 shares; 2023Q4: 1,219,113 shares; 2024Q1: 1,255,893 shares; 2024Q2: 1,291,556 shares 1,291,556 $63.8M 0.66% +35,663 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; 2022Q3: 392,650 shares; 2022Q4: 384,643 shares; 2023Q1: 384,643 shares; 2023Q2: 377,500 shares; 2023Q3: 380,435 shares; 2023Q4: 380,518 shares; 2024Q1: 330,590 shares; 2024Q2: 330,228 shares 330,228 $63.8M 0.66% -362 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,293,527 shares; 2022Q4: 1,166,795 shares; 2023Q1: 1,166,795 shares; 2023Q2: 1,285,347 shares; 2023Q3: 1,391,619 shares; 2023Q4: 1,686,644 shares; 2024Q1: 1,665,420 shares; 2024Q2: 1,654,643 shares 1,654,643 $62M 0.64% -10,777 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 403,918 shares; 2022Q4: 610,569 shares; 2023Q1: 610,569 shares; 2023Q2: 867,676 shares; 2023Q3: 939,556 shares; 2023Q4: 1,073,145 shares; 2024Q1: 1,130,623 shares; 2024Q2: 1,153,964 shares 1,153,964 $61.8M 0.64% +23,341 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 18,551 shares; 2023Q3: 420,044 shares; 2023Q4: 1,688,305 shares; 2024Q1: 2,044,048 shares; 2024Q2: 2,414,455 shares 2,414,455 $60.3M 0.62% +370,407 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 21,556 shares; 2023Q4: 705,547 shares; 2024Q1: 923,790 shares; 2024Q2: 1,196,198 shares 1,196,198 $57.1M 0.59% +272,408 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 59,683 shares; 2022Q4: 59,120 shares; 2023Q1: 59,120 shares; 2023Q2: 130,790 shares; 2023Q3: 201,025 shares; 2023Q4: 723,488 shares; 2024Q1: 1,771,767 shares; 2024Q2: 2,098,783 shares 2,098,783 $55.2M 0.57% +327,016 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,004,993 shares; 2022Q4: 983,985 shares; 2023Q1: 983,985 shares; 2023Q2: 955,350 shares; 2023Q3: 959,527 shares; 2023Q4: 982,050 shares; 2024Q1: 968,193 shares; 2024Q2: 950,885 shares 950,885 $50.4M 0.52% -17,308 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 281,056 shares; 2022Q4: 275,325 shares; 2023Q1: 275,325 shares; 2023Q2: 269,049 shares; 2023Q3: 269,266 shares; 2023Q4: 274,527 shares; 2024Q1: 273,468 shares; 2024Q2: 274,908 shares 274,908 $50.1M 0.52% +1,440 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 356,877 shares; 2022Q4: 360,757 shares; 2023Q1: 360,757 shares; 2023Q2: 340,564 shares; 2023Q3: 355,949 shares; 2023Q4: 403,006 shares; 2024Q1: 407,402 shares; 2024Q2: 418,437 shares 418,437 $48.3M 0.5% +11,035 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; 2022Q3: 107,113 shares; 2022Q4: 103,448 shares; 2023Q1: 103,448 shares; 2023Q2: 106,452 shares; 2023Q3: 107,934 shares; 2023Q4: 108,105 shares; 2024Q1: 109,954 shares; 2024Q2: 110,261 shares 110,261 $44.9M 0.46% +307 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 225,376 shares; 2022Q4: 227,051 shares; 2023Q1: 227,051 shares; 2023Q2: 225,258 shares; 2023Q3: 231,707 shares; 2023Q4: 236,162 shares; 2024Q1: 237,042 shares; 2024Q2: 235,086 shares 235,086 $43.1M 0.45% -1,956 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 92,475 shares; 2023Q3: 252,889 shares; 2023Q4: 644,523 shares; 2024Q1: 1,215,861 shares; 2024Q2: 1,482,678 shares 1,482,678 $42.7M 0.44% +266,817 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 94,308 shares; 2022Q4: 159,042 shares; 2023Q1: 159,042 shares; 2023Q2: 252,851 shares; 2023Q3: 376,332 shares; 2023Q4: 705,388 shares; 2024Q1: 1,326,231 shares; 2024Q2: 1,413,867 shares 1,413,867 $41.9M 0.43% +87,636 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 103,016 shares; 2022Q4: 104,032 shares; 2023Q1: 104,032 shares; 2023Q2: 106,611 shares; 2023Q3: 105,629 shares; 2023Q4: 104,754 shares; 2024Q1: 109,561 shares; 2024Q2: 109,062 shares 109,062 $39.8M 0.41% -499 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; 2022Q3: 72,842 shares; 2022Q4: 69,481 shares; 2023Q1: 69,481 shares; 2023Q2: 68,168 shares; 2023Q3: 72,774 shares; 2023Q4: 73,477 shares; 2024Q1: 71,894 shares; 2024Q2: 72,099 shares 72,099 $39.2M 0.41% +205 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 198,296 shares; 2022Q4: 198,164 shares; 2023Q1: 198,164 shares; 2023Q2: 204,866 shares; 2023Q3: 212,337 shares; 2023Q4: 213,717 shares; 2024Q1: 213,604 shares; 2024Q2: 207,143 shares 207,143 $37.8M 0.39% -6,461 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 18,953 shares; 2022Q4: 20,509 shares; 2023Q1: 20,509 shares; 2023Q2: 21,543 shares; 2023Q3: 27,008 shares; 2023Q4: 27,293 shares; 2024Q1: 26,814 shares; 2024Q2: 298,957 shares 298,957 $36.9M 0.38% +272,143 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 833,397 shares; 2022Q4: 834,251 shares; 2023Q1: 834,251 shares; 2023Q2: 835,520 shares; 2023Q3: 835,520 shares; 2023Q4: 835,520 shares; 2024Q1: 838,249 shares; 2024Q2: 838,249 shares 838,249 $33.6M 0.35% 0 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; 2022Q3: 396,938 shares; 2022Q4: 363,403 shares; 2023Q1: 363,403 shares; 2023Q2: 599,103 shares; 2023Q3: 625,665 shares; 2023Q4: 691,820 shares; 2024Q1: 769,830 shares; 2024Q2: 765,199 shares 765,199 $33.5M 0.35% -4,631 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; 2022Q3: 545,916 shares; 2022Q4: 513,184 shares; 2023Q1: 513,184 shares; 2023Q2: 544,686 shares; 2023Q3: 556,594 shares; 2023Q4: 547,924 shares; 2024Q1: 549,132 shares; 2024Q2: 550,771 shares 550,771 $33.2M 0.34% +1,639 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 241,808 shares; 2022Q4: 289,034 shares; 2023Q1: 289,034 shares; 2023Q2: 500,660 shares; 2023Q3: 601,426 shares; 2023Q4: 831,505 shares; 2024Q1: 1,107,448 shares; 2024Q2: 1,258,776 shares 1,258,776 $33.1M 0.34% +151,328 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 620,619 shares; 2024Q2: 602,940 shares 602,940 $32.1M 0.33% -17,679 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; 2022Q3: 60,046 shares; 2022Q4: 61,789 shares; 2023Q1: 61,789 shares; 2023Q2: 204,047 shares; 2023Q3: 208,762 shares; 2023Q4: 203,394 shares; 2024Q1: 193,030 shares; 2024Q2: 185,505 shares 185,505 $30.6M 0.32% -7,525 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; 2022Q3: 35,775 shares; 2022Q4: 38,017 shares; 2023Q1: 38,017 shares; 2023Q2: 57,455 shares; 2023Q3: 59,654 shares; 2023Q4: 56,550 shares; 2024Q1: 59,967 shares; 2024Q2: 60,719 shares 60,719 $30.4M 0.31% +752 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 167,498 shares; 2022Q4: 222,690 shares; 2023Q1: 222,690 shares; 2023Q2: 363,761 shares; 2023Q3: 347,015 shares; 2023Q4: 348,887 shares; 2024Q1: 331,887 shares; 2024Q2: 336,405 shares 336,405 $30.3M 0.31% +4,518 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 503,197 shares; 2022Q4: 501,067 shares; 2023Q1: 501,067 shares; 2023Q2: 481,040 shares; 2023Q3: 480,636 shares; 2023Q4: 490,580 shares; 2024Q1: 489,583 shares; 2024Q2: 488,195 shares 488,195 $30.1M 0.31% -1,388 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 91,313 shares; 2022Q4: 90,290 shares; 2023Q1: 90,290 shares; 2023Q2: 90,960 shares; 2023Q3: 91,160 shares; 2023Q4: 91,713 shares; 2024Q1: 92,500 shares; 2024Q2: 92,177 shares 92,177 $27.4M 0.28% -323 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; 2022Q3: 239,349 shares; 2022Q4: 236,700 shares; 2023Q1: 236,700 shares; 2023Q2: 246,660 shares; 2023Q3: 225,089 shares; 2023Q4: 194,532 shares; 2024Q1: 180,778 shares; 2024Q2: 166,616 shares 166,616 $26.7M 0.28% -14,162 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; 2022Q3: 276,608 shares; 2022Q4: 702,959 shares; 2023Q1: 702,959 shares; 2023Q2: 861,115 shares; 2023Q3: 902,826 shares; 2023Q4: 953,274 shares; 2024Q1: 996,764 shares; 2024Q2: 993,107 shares 993,107 $25.7M 0.27% -3,657 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 220,093 shares; 2022Q4: 290,409 shares; 2023Q1: 290,409 shares; 2023Q2: 297,454 shares; 2023Q3: 313,482 shares; 2023Q4: 312,444 shares; 2024Q1: 317,407 shares; 2024Q2: 307,168 shares 307,168 $25.1M 0.26% -10,239 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; 2022Q3: 177,055 shares; 2022Q4: 176,982 shares; 2023Q1: 176,982 shares; 2023Q2: 201,801 shares; 2023Q3: 198,016 shares; 2023Q4: 208,262 shares; 2024Q1: 214,861 shares; 2024Q2: 215,126 shares 215,126 $24.8M 0.26% +265 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 488,485 shares; 2022Q4: 485,273 shares; 2023Q1: 485,273 shares; 2023Q2: 470,207 shares; 2023Q3: 472,171 shares; 2023Q4: 469,816 shares; 2024Q1: 461,346 shares; 2024Q2: 447,352 shares 447,352 $24.6M 0.25% -13,994 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 59,385 shares; 2022Q4: 59,409 shares; 2023Q1: 59,409 shares; 2023Q2: 72,480 shares; 2023Q3: 70,213 shares; 2023Q4: 122,090 shares; 2024Q1: 115,762 shares; 2024Q2: 114,498 shares 114,498 $23.2M 0.24% -1,264 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 44,377 shares; 2022Q4: 44,536 shares; 2023Q1: 44,536 shares; 2023Q2: 44,493 shares; 2023Q3: 44,323 shares; 2023Q4: 266,218 shares; 2024Q1: 260,212 shares; 2024Q2: 271,971 shares 271,971 $21.3M 0.22% +11,759 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 258,106 shares; 2022Q4: 219,507 shares; 2023Q1: 219,507 shares; 2023Q2: 206,316 shares; 2023Q3: 212,648 shares; 2023Q4: 222,985 shares; 2024Q1: 216,264 shares; 2024Q2: 197,126 shares 197,126 $20.6M 0.21% -19,138 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; 2022Q3: 91,737 shares; 2022Q4: 91,720 shares; 2023Q1: 91,720 shares; 2023Q2: 90,396 shares; 2023Q3: 90,078 shares; 2023Q4: 96,384 shares; 2024Q1: 97,850 shares; 2024Q2: 95,588 shares 95,588 $20.5M 0.21% -2,262 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 246,164 shares; 2022Q4: 238,596 shares; 2023Q1: 238,596 shares; 2023Q2: 238,574 shares; 2023Q3: 238,896 shares; 2023Q4: 309,517 shares; 2024Q1: 299,691 shares; 2024Q2: 289,557 shares 289,557 $19.6M 0.2% -10,134 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; 2022Q3: 116,421 shares; 2022Q4: 120,346 shares; 2023Q1: 120,346 shares; 2023Q2: 116,169 shares; 2023Q3: 113,379 shares; 2023Q4: 110,312 shares; 2024Q1: 106,347 shares; 2024Q2: 105,583 shares 105,583 $19.3M 0.2% -764 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 89,834 shares; 2022Q4: 133,860 shares; 2023Q1: 133,860 shares; 2023Q2: 228,901 shares; 2023Q3: 257,635 shares; 2023Q4: 309,619 shares; 2024Q1: 312,761 shares; 2024Q2: 312,105 shares 312,105 $19.1M 0.2% -656 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; 2022Q3: 211,083 shares; 2022Q4: 219,876 shares; 2023Q1: 219,876 shares; 2023Q2: 232,452 shares; 2023Q3: 231,834 shares; 2023Q4: 237,530 shares; 2024Q1: 231,770 shares; 2024Q2: 227,400 shares 227,400 $19M 0.2% -4,370 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; 2022Q3: 13,718 shares; 2022Q4: 12,598 shares; 2023Q1: 12,598 shares; 2023Q2: 24,785 shares; 2023Q3: 24,956 shares; 2023Q4: 23,968 shares; 2024Q1: 20,663 shares; 2024Q2: 20,767 shares 20,767 $18.8M 0.19% +104 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 557,826 shares; 2022Q4: 586,124 shares; 2023Q1: 586,124 shares; 2023Q2: 640,921 shares; 2023Q3: 615,666 shares; 2023Q4: 688,611 shares; 2024Q1: 681,547 shares; 2024Q2: 668,393 shares 668,393 $18.3M 0.19% -13,154 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; 2022Q3: 36,603 shares; 2022Q4: 36,664 shares; 2023Q1: 36,664 shares; 2023Q2: 37,967 shares; 2023Q3: 36,424 shares; 2023Q4: 37,403 shares; 2024Q1: 36,224 shares; 2024Q2: 37,358 shares 37,358 $17.9M 0.19% +1,134 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; 2022Q3: 37,881 shares; 2022Q4: 36,878 shares; 2023Q1: 36,878 shares; 2023Q2: 35,037 shares; 2023Q3: 34,952 shares; 2023Q4: 35,248 shares; 2024Q1: 34,255 shares; 2024Q2: 33,401 shares 33,401 $17.9M 0.18% -854 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 75,736 shares; 2022Q4: 78,167 shares; 2023Q1: 78,167 shares; 2023Q2: 76,243 shares; 2023Q3: 78,951 shares; 2023Q4: 91,162 shares; 2024Q1: 99,960 shares; 2024Q2: 97,675 shares 97,675 $17M 0.18% -2,285 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 16,024 shares; 2022Q4: 34,828 shares; 2023Q1: 34,828 shares; 2023Q2: 105,239 shares; 2023Q3: 116,636 shares; 2023Q4: 136,671 shares; 2024Q1: 132,052 shares; 2024Q2: 146,901 shares 146,901 $16.2M 0.17% +14,849 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; 2022Q3: 197,083 shares; 2022Q4: 213,541 shares; 2023Q1: 213,541 shares; 2023Q2: 210,666 shares; 2023Q3: 268,617 shares; 2023Q4: 252,478 shares; 2024Q1: 255,869 shares; 2024Q2: 250,329 shares 250,329 $16.1M 0.17% -5,540 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 91,596 shares; 2022Q4: 91,524 shares; 2023Q1: 91,524 shares; 2023Q2: 94,607 shares; 2023Q3: 91,670 shares; 2023Q4: 92,768 shares; 2024Q1: 92,686 shares; 2024Q2: 80,746 shares 80,746 $16M 0.17% -11,940 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 27,792 shares; 2022Q4: 55,297 shares; 2023Q1: 55,297 shares; 2023Q2: 57,116 shares; 2023Q3: 56,982 shares; 2023Q4: 52,741 shares; 2024Q1: 51,880 shares; 2024Q2: 51,500 shares 51,500 $15.9M 0.16% -380 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 93,995 shares; 2022Q4: 93,981 shares; 2023Q1: 93,981 shares; 2023Q2: 88,694 shares; 2023Q3: 89,323 shares; 2023Q4: 91,743 shares; 2024Q1: 92,467 shares; 2024Q2: 90,391 shares 90,391 $15.5M 0.16% -2,076 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; 2022Q3: 90,863 shares; 2022Q4: 101,421 shares; 2023Q1: 101,421 shares; 2023Q2: 133,968 shares; 2023Q3: 128,088 shares; 2023Q4: 124,514 shares; 2024Q1: 116,005 shares; 2024Q2: 113,108 shares 113,108 $14M 0.14% -2,897 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; 2022Q3: 220,151 shares; 2022Q4: 222,029 shares; 2023Q1: 222,029 shares; 2023Q2: 277,081 shares; 2023Q3: 273,186 shares; 2023Q4: 255,988 shares; 2024Q1: 218,838 shares; 2024Q2: 214,680 shares 214,680 $13.7M 0.14% -4,158 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; 2022Q3: 24,421 shares; 2022Q4: 22,753 shares; 2023Q1: 22,753 shares; 2023Q2: 29,872 shares; 2023Q3: 31,448 shares; 2023Q4: 33,391 shares; 2024Q1: 36,112 shares; 2024Q2: 36,210 shares 36,210 $13.5M 0.14% +98 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; 2022Q3: 62,180 shares; 2022Q4: 61,215 shares; 2023Q1: 61,215 shares; 2023Q2: 63,062 shares; 2023Q3: 63,289 shares; 2023Q4: 63,955 shares; 2024Q1: 67,233 shares; 2024Q2: 66,707 shares 66,707 $13.5M 0.14% -526 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 112,536 shares; 2022Q4: 124,796 shares; 2023Q1: 124,796 shares; 2023Q2: 196,332 shares; 2023Q3: 243,484 shares; 2023Q4: 236,785 shares; 2024Q1: 230,779 shares; 2024Q2: 222,450 shares 222,450 $12.9M 0.13% -8,329 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; 2022Q3: 21,363 shares; 2022Q4: 21,217 shares; 2023Q1: 21,217 shares; 2023Q2: 26,561 shares; 2023Q3: 27,314 shares; 2023Q4: 26,082 shares; 2024Q1: 25,038 shares; 2024Q2: 25,088 shares 25,088 $12.8M 0.13% +50 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 85,603 shares; 2022Q4: 88,773 shares; 2023Q1: 88,773 shares; 2023Q2: 113,808 shares; 2023Q3: 113,045 shares; 2023Q4: 104,398 shares; 2024Q1: 90,240 shares; 2024Q2: 86,032 shares 86,032 $12.6M 0.13% -4,208 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 107,452 shares; 2022Q4: 98,832 shares; 2023Q1: 98,832 shares; 2023Q2: 129,694 shares; 2023Q3: 143,973 shares; 2023Q4: 110,167 shares; 2024Q1: 117,215 shares; 2024Q2: 113,324 shares 113,324 $12.1M 0.12% -3,891 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; 2022Q3: 58,807 shares; 2022Q4: 59,510 shares; 2023Q1: 59,510 shares; 2023Q2: 60,043 shares; 2023Q3: 59,952 shares; 2023Q4: 57,313 shares; 2024Q1: 56,987 shares; 2024Q2: 55,111 shares 55,111 $12M 0.12% -1,876 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; 2022Q3: 252,760 shares; 2022Q4: 256,292 shares; 2023Q1: 256,292 shares; 2023Q2: 357,712 shares; 2023Q3: 366,427 shares; 2023Q4: 352,923 shares; 2024Q1: 317,245 shares; 2024Q2: 311,574 shares 311,574 $12M 0.12% -5,671 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 21,590 shares; 2022Q4: 20,857 shares; 2023Q1: 20,857 shares; 2023Q2: 20,685 shares; 2023Q3: 20,655 shares; 2023Q4: 20,656 shares; 2024Q1: 20,840 shares; 2024Q2: 20,862 shares 20,862 $11.8M 0.12% +22 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; 2022Q3: 199,606 shares; 2022Q4: 209,638 shares; 2023Q1: 209,638 shares; 2023Q2: 219,879 shares; 2023Q3: 262,146 shares; 2023Q4: 250,668 shares; 2024Q1: 249,094 shares; 2024Q2: 242,582 shares 242,582 $11.5M 0.12% -6,512 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 129,809 shares; 2022Q4: 133,277 shares; 2023Q1: 133,277 shares; 2023Q2: 129,480 shares; 2023Q3: 127,838 shares; 2023Q4: 146,678 shares; 2024Q1: 146,379 shares; 2024Q2: 145,140 shares 145,140 $11.4M 0.12% -1,239 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,543 shares; 2022Q4: 5,296 shares; 2023Q1: 5,296 shares; 2023Q2: 10,086 shares; 2023Q3: 10,164 shares; 2023Q4: 9,603 shares; 2024Q1: 7,171 shares; 2024Q2: 7,013 shares 7,013 $11.3M 0.12% -158 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; 2022Q3: 11,230 shares; 2022Q4: 11,455 shares; 2023Q1: 11,455 shares; 2023Q2: 16,989 shares; 2023Q3: 17,968 shares; 2023Q4: 18,481 shares; 2024Q1: 12,246 shares; 2024Q2: 12,890 shares 12,890 $11M 0.11% +644 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; 2022Q3: 27,036 shares; 2022Q4: 27,431 shares; 2023Q1: 27,431 shares; 2023Q2: 37,077 shares; 2023Q3: 38,994 shares; 2023Q4: 37,150 shares; 2024Q1: 32,352 shares; 2024Q2: 31,573 shares 31,573 $10.9M 0.11% -779 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 66,054 shares; 2022Q4: 66,238 shares; 2023Q1: 66,238 shares; 2023Q2: 77,971 shares; 2023Q3: 79,215 shares; 2023Q4: 77,697 shares; 2024Q1: 71,729 shares; 2024Q2: 65,206 shares 65,206 $10.8M 0.11% -6,523 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 159,401 shares; 2022Q4: 158,059 shares; 2023Q1: 158,059 shares; 2023Q2: 148,768 shares; 2023Q3: 144,537 shares; 2023Q4: 137,800 shares; 2024Q1: 135,901 shares; 2024Q2: 129,629 shares 129,629 $10.5M 0.11% -6,272 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 50,291 shares; 2022Q4: 48,953 shares; 2023Q1: 48,953 shares; 2023Q2: 51,855 shares; 2023Q3: 51,526 shares; 2023Q4: 61,862 shares; 2024Q1: 58,838 shares; 2024Q2: 57,392 shares 57,392 $10.4M 0.11% -1,446 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 24 shares; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 24 shares; 2023Q3: 19 shares; 2023Q4: 19 shares; 2024Q1: 18 shares; 2024Q2: 17 shares 17 $10.4M 0.11% -1 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,174 shares; 2022Q4: 3,782 shares; 2023Q1: 3,782 shares; 2023Q2: 3,824 shares; 2023Q3: 3,924 shares; 2023Q4: 3,941 shares; 2024Q1: 25,005 shares; 2024Q2: 22,444 shares 22,444 $10M 0.1% -2,561 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 40,393 shares; 2022Q4: 39,460 shares; 2023Q1: 39,460 shares; 2023Q2: 45,583 shares; 2023Q3: 45,627 shares; 2023Q4: 42,018 shares; 2024Q1: 37,856 shares; 2024Q2: 38,887 shares 38,887 $9.91M 0.1% +1,031 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 86,952 shares; 2022Q4: 86,086 shares; 2023Q1: 86,086 shares; 2023Q2: 84,923 shares; 2023Q3: 86,511 shares; 2023Q4: 86,340 shares; 2024Q1: 88,461 shares; 2024Q2: 88,934 shares 88,934 $9.24M 0.1% +473 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 69,077 shares; 2022Q4: 57,395 shares; 2023Q1: 57,395 shares; 2023Q2: 75,101 shares; 2023Q3: 78,394 shares; 2023Q4: 91,981 shares; 2024Q1: 91,319 shares; 2024Q2: 88,817 shares 88,817 $9.19M 0.1% -2,502 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 330,898 shares; 2022Q4: 331,426 shares; 2023Q1: 331,426 shares; 2023Q2: 300,722 shares; 2023Q3: 301,729 shares; 2023Q4: 285,052 shares; 2024Q1: 281,945 shares; 2024Q2: 296,235 shares 296,235 $9.17M 0.09% +14,290 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; 2022Q3: 38,602 shares; 2022Q4: 37,633 shares; 2023Q1: 37,633 shares; 2023Q2: 39,067 shares; 2023Q3: 38,598 shares; 2023Q4: 36,882 shares; 2024Q1: 36,058 shares; 2024Q2: 36,308 shares 36,308 $9.06M 0.09% +250 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; 2022Q3: 25,798 shares; 2022Q4: 25,398 shares; 2023Q1: 25,398 shares; 2023Q2: 28,886 shares; 2023Q3: 21,999 shares; 2023Q4: 21,401 shares; 2024Q1: 19,458 shares; 2024Q2: 19,243 shares 19,243 $8.99M 0.09% -215 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 36,286 shares; 2022Q4: 38,102 shares; 2023Q1: 38,102 shares; 2023Q2: 54,437 shares; 2023Q3: 58,225 shares; 2023Q4: 56,160 shares; 2024Q1: 136,926 shares; 2024Q2: 126,229 shares 126,229 $8.55M 0.09% -10,697 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 80,125 shares; 2022Q4: 85,225 shares; 2023Q1: 85,225 shares; 2023Q2: 99,467 shares; 2023Q3: 97,434 shares; 2023Q4: 86,148 shares; 2024Q1: 86,922 shares; 2024Q2: 85,580 shares 85,580 $8.32M 0.09% -1,342 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 51,705 shares; 2022Q4: 60,043 shares; 2023Q1: 60,043 shares; 2023Q2: 66,458 shares; 2023Q3: 67,154 shares; 2023Q4: 65,987 shares; 2024Q1: 69,843 shares; 2024Q2: 69,851 shares 69,851 $7.87M 0.08% +8 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 38,792 shares; 2022Q4: 38,360 shares; 2023Q1: 38,360 shares; 2023Q2: 52,055 shares; 2023Q3: 51,932 shares; 2023Q4: 47,210 shares; 2024Q1: 38,725 shares; 2024Q2: 38,702 shares 38,702 $7.71M 0.08% -23 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; 2022Q3: 38,725 shares; 2022Q4: 33,797 shares; 2023Q1: 33,797 shares; 2023Q2: 46,570 shares; 2023Q3: 52,482 shares; 2023Q4: 71,830 shares; 2024Q1: 73,129 shares; 2024Q2: 79,779 shares 79,779 $7.71M 0.08% +6,650 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 34,776 shares; 2022Q4: 31,674 shares; 2023Q1: 31,674 shares; 2023Q2: 34,823 shares; 2023Q3: 41,380 shares; 2023Q4: 41,698 shares; 2024Q1: 41,449 shares; 2024Q2: 42,061 shares 42,061 $7.66M 0.08% +612 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; 2022Q3: 189,839 shares; 2022Q4: 158,822 shares; 2023Q1: 158,822 shares; 2023Q2: 157,548 shares; 2023Q3: 143,207 shares; 2023Q4: 138,963 shares; 2024Q1: 129,550 shares; 2024Q2: 128,955 shares 128,955 $7.56M 0.08% -595 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; 2022Q3: 95,523 shares; 2022Q4: 95,779 shares; 2023Q1: 95,779 shares; 2023Q2: 98,348 shares; 2023Q3: 100,385 shares; 2023Q4: 97,794 shares; 2024Q1: 98,382 shares; 2024Q2: 96,528 shares 96,528 $7.51M 0.08% -1,854 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; 2022Q3: 16,691 shares; 2022Q4: 16,253 shares; 2023Q1: 16,253 shares; 2023Q2: 15,171 shares; 2023Q3: 14,423 shares; 2023Q4: 30,433 shares; 2024Q1: 31,767 shares; 2024Q2: 32,415 shares 32,415 $7.51M 0.08% +648 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 10,642 shares; 2022Q4: 36,740 shares; 2023Q1: 36,740 shares; 2023Q2: 107,041 shares; 2023Q3: 115,653 shares; 2023Q4: 108,797 shares; 2024Q1: 108,787 shares; 2024Q2: 120,514 shares 120,514 $7.5M 0.08% +11,727 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 22,845 shares; 2022Q4: 21,773 shares; 2023Q1: 21,773 shares; 2023Q2: 23,020 shares; 2023Q3: 24,447 shares; 2023Q4: 24,597 shares; 2024Q1: 129,014 shares; 2024Q2: 126,622 shares 126,622 $7.41M 0.08% -2,392 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 138,175 shares; 2022Q4: 162,732 shares; 2023Q1: 162,732 shares; 2023Q2: 196,262 shares; 2023Q3: 198,851 shares; 2023Q4: 198,929 shares; 2024Q1: 201,115 shares; 2024Q2: 194,714 shares 194,714 $7.4M 0.08% -6,401 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; 2022Q3: 30,399 shares; 2022Q4: 36,725 shares; 2023Q1: 36,725 shares; 2023Q2: 40,120 shares; 2023Q3: 36,368 shares; 2023Q4: 34,165 shares; 2024Q1: 34,478 shares; 2024Q2: 30,524 shares 30,524 $7.39M 0.08% -3,954 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 124,320 shares; 2022Q4: 149,534 shares; 2023Q1: 149,534 shares; 2023Q2: 145,101 shares; 2023Q3: 146,178 shares; 2023Q4: 173,315 shares; 2024Q1: 174,909 shares; 2024Q2: 167,157 shares 167,157 $7.12M 0.07% -7,752 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 36,966 shares; 2022Q4: 37,160 shares; 2023Q1: 37,160 shares; 2023Q2: 41,612 shares; 2023Q3: 47,240 shares; 2023Q4: 44,897 shares; 2024Q1: 46,799 shares; 2024Q2: 45,440 shares 45,440 $7.11M 0.07% -1,359 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 189,465 shares; 2022Q4: 185,314 shares; 2023Q1: 185,314 shares; 2023Q2: 173,732 shares; 2023Q3: 164,170 shares; 2023Q4: 148,138 shares; 2024Q1: 111,998 shares; 2024Q2: 105,320 shares 105,320 $7M 0.07% -6,678 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 9,557 shares; 2022Q4: 9,485 shares; 2023Q1: 9,485 shares; 2023Q2: 9,730 shares; 2023Q3: 9,907 shares; 2023Q4: 10,041 shares; 2024Q1: 10,468 shares; 2024Q2: 10,378 shares 10,378 $7M 0.07% -90 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 67,814 shares; 2022Q4: 64,189 shares; 2023Q1: 64,189 shares; 2023Q2: 68,691 shares; 2023Q3: 69,841 shares; 2023Q4: 64,331 shares; 2024Q1: 66,951 shares; 2024Q2: 65,253 shares 65,253 $6.96M 0.07% -1,698 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 11,392 shares; 2023Q3: 100,114 shares; 2023Q4: 144,542 shares; 2024Q1: 173,782 shares; 2024Q2: 197,438 shares 197,438 $6.88M 0.07% +23,656 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 86,247 shares; 2022Q4: 86,124 shares; 2023Q1: 86,124 shares; 2023Q2: 86,394 shares; 2023Q3: 88,920 shares; 2023Q4: 90,320 shares; 2024Q1: 89,331 shares; 2024Q2: 90,612 shares 90,612 $6.83M 0.07% +1,281 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 50,010 shares; 2022Q4: 49,373 shares; 2023Q1: 49,373 shares; 2023Q2: 47,363 shares; 2023Q3: 46,201 shares; 2023Q4: 43,686 shares; 2024Q1: 45,809 shares; 2024Q2: 44,474 shares 44,474 $6.77M 0.07% -1,335 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 163,258 shares; 2022Q4: 167,140 shares; 2023Q1: 167,140 shares; 2023Q2: 167,253 shares; 2023Q3: 170,169 shares; 2023Q4: 169,292 shares; 2024Q1: 169,768 shares; 2024Q2: 169,497 shares 169,497 $6.73M 0.07% -271 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; 2022Q3: 99,022 shares; 2022Q4: 101,152 shares; 2023Q1: 101,152 shares; 2023Q2: 98,461 shares; 2023Q3: 96,598 shares; 2023Q4: 96,678 shares; 2024Q1: 102,904 shares; 2024Q2: 94,952 shares 94,952 $6.72M 0.07% -7,952 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 45,780 shares; 2022Q4: 46,372 shares; 2023Q1: 46,372 shares; 2023Q2: 53,502 shares; 2023Q3: 53,691 shares; 2023Q4: 77,684 shares; 2024Q1: 75,820 shares; 2024Q2: 72,531 shares 72,531 $6.71M 0.07% -3,289 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 333,295 shares; 2022Q4: 293,366 shares; 2023Q1: 293,366 shares; 2023Q2: 255,844 shares; 2023Q3: 253,127 shares; 2023Q4: 243,353 shares; 2024Q1: 222,392 shares; 2024Q2: 218,351 shares 218,351 $6.69M 0.07% -4,041 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; 2022Q3: 123,346 shares; 2022Q4: 122,243 shares; 2023Q1: 122,243 shares; 2023Q2: 174,303 shares; 2023Q3: 172,491 shares; 2023Q4: 154,616 shares; 2024Q1: 141,435 shares; 2024Q2: 137,913 shares 137,913 $6.55M 0.07% -3,522 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 18,033 shares; 2022Q4: 19,201 shares; 2023Q1: 19,201 shares; 2023Q2: 23,362 shares; 2023Q3: 23,217 shares; 2023Q4: 22,030 shares; 2024Q1: 19,611 shares; 2024Q2: 19,162 shares 19,162 $6.38M 0.07% -449 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 47,965 shares; 2022Q4: 49,181 shares; 2023Q1: 49,181 shares; 2023Q2: 61,541 shares; 2023Q3: 53,847 shares; 2023Q4: 51,439 shares; 2024Q1: 53,962 shares; 2024Q2: 56,570 shares 56,570 $6.36M 0.07% +2,608 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 26,398 shares; 2022Q4: 22,816 shares; 2023Q1: 22,816 shares; 2023Q2: 28,421 shares; 2023Q3: 28,530 shares; 2023Q4: 27,035 shares; 2024Q1: 23,909 shares; 2024Q2: 23,866 shares 23,866 $6.26M 0.06% -43 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 41,900 shares; 2022Q4: 40,444 shares; 2023Q1: 40,444 shares; 2023Q2: 42,819 shares; 2023Q3: 50,251 shares; 2023Q4: 89,301 shares; 2024Q1: 82,076 shares; 2024Q2: 80,885 shares 80,885 $5.88M 0.06% -1,191 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 36,490 shares; 2022Q4: 38,460 shares; 2023Q1: 38,460 shares; 2023Q2: 38,454 shares; 2023Q3: 40,712 shares; 2023Q4: 66,163 shares; 2024Q1: 65,221 shares; 2024Q2: 58,945 shares 58,945 $5.72M 0.06% -6,276 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; 2022Q3: 518,574 shares; 2022Q4: 515,386 shares; 2023Q1: 515,386 shares; 2023Q2: 522,065 shares; 2023Q3: 536,376 shares; 2023Q4: 342,276 shares; 2024Q1: 139,404 shares; 2024Q2: 141,728 shares 141,728 $5.64M 0.06% +2,324 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; 2022Q3: 163,700 shares; 2022Q4: 166,170 shares; 2023Q1: 166,170 shares; 2023Q2: 232,683 shares; 2023Q3: 230,042 shares; 2023Q4: 213,126 shares; 2024Q1: 217,942 shares; 2024Q2: 211,116 shares 211,116 $5.61M 0.06% -6,826 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 141,684 shares; 2023Q3: 136,596 shares; 2023Q4: 246,206 shares; 2024Q1: 165,251 shares; 2024Q2: 134,433 shares 134,433 $5.58M 0.06% -30,818 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; 2022Q3: 84,083 shares; 2022Q4: 86,228 shares; 2023Q1: 86,228 shares; 2023Q2: 97,442 shares; 2023Q3: 93,114 shares; 2023Q4: 96,780 shares; 2024Q1: 87,350 shares; 2024Q2: 86,855 shares 86,855 $5.46M 0.06% -495 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 24,794 shares; 2022Q4: 27,944 shares; 2023Q1: 27,944 shares; 2023Q2: 46,631 shares; 2023Q3: 46,825 shares; 2023Q4: 40,758 shares; 2024Q1: 37,269 shares; 2024Q2: 38,505 shares 38,505 $5.44M 0.06% +1,236 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 21,016 shares; 2023Q3: 34,225 shares; 2023Q4: 95,041 shares; 2024Q1: 199,309 shares; 2024Q2: 216,997 shares 216,997 $5.34M 0.06% +17,688 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 182,468 shares; 2022Q4: 158,737 shares; 2023Q1: 158,737 shares; 2023Q2: 160,809 shares; 2023Q3: 158,322 shares; 2023Q4: 155,022 shares; 2024Q1: 155,815 shares; 2024Q2: 153,736 shares 153,736 $5.34M 0.06% -2,079 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; 2022Q3: 91,046 shares; 2022Q4: 159,967 shares; 2023Q1: 159,967 shares; 2023Q2: 151,638 shares; 2023Q3: 155,870 shares; 2023Q4: 151,763 shares; 2024Q1: 152,088 shares; 2024Q2: 150,079 shares 150,079 $5.26M 0.05% -2,009 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; 2022Q3: 22,206 shares; 2022Q4: 23,075 shares; 2023Q1: 23,075 shares; 2023Q2: 23,494 shares; 2023Q3: 23,197 shares; 2023Q4: 23,253 shares; 2024Q1: 23,318 shares; 2024Q2: 23,751 shares 23,751 $5.11M 0.05% +433 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; 2022Q3: 22,178 shares; 2022Q4: 22,589 shares; 2023Q1: 22,589 shares; 2023Q2: 21,563 shares; 2023Q3: 21,691 shares; 2023Q4: 22,298 shares; 2024Q1: 28,372 shares; 2024Q2: 29,219 shares 29,219 $5.05M 0.05% +847 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 75,975 shares; 2022Q4: 80,578 shares; 2023Q1: 80,578 shares; 2023Q2: 79,252 shares; 2023Q3: 68,717 shares; 2023Q4: 58,478 shares; 2024Q1: 52,915 shares; 2024Q2: 45,798 shares 45,798 $4.89M 0.05% -7,117 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 43,338 shares; 2023Q1: 43,338 shares; 2023Q2: 68,794 shares; 2023Q3: 71,421 shares; 2023Q4: 132,567 shares; 2024Q1: 192,537 shares; 2024Q2: 219,250 shares 219,250 $4.85M 0.05% +26,713 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 95,495 shares; 2022Q4: 63,226 shares; 2023Q1: 63,226 shares; 2023Q2: 68,875 shares; 2023Q3: 77,732 shares; 2023Q4: 98,737 shares; 2024Q1: 100,570 shares; 2024Q2: 98,781 shares 98,781 $4.82M 0.05% -1,789 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; 2022Q3: 5,317 shares; 2022Q4: 4,652 shares; 2023Q1: 4,652 shares; 2023Q2: 4,788 shares; 2023Q3: 4,772 shares; 2023Q4: 14,698 shares; 2024Q1: 14,995 shares; 2024Q2: 15,119 shares 15,119 $4.74M 0.05% +124 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 48,994 shares; 2022Q4: 48,196 shares; 2023Q1: 48,196 shares; 2023Q2: 45,651 shares; 2023Q3: 46,203 shares; 2023Q4: 46,102 shares; 2024Q1: 46,400 shares; 2024Q2: 46,190 shares 46,190 $4.73M 0.05% -210 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,652 shares; 2022Q4: 2,531 shares; 2023Q1: 2,531 shares; 2023Q2: 2,400 shares; 2023Q3: 2,527 shares; 2023Q4: 10,474 shares; 2024Q1: 10,645 shares; 2024Q2: 10,976 shares 10,976 $4.69M 0.05% +331 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; 2022Q3: 101,406 shares; 2022Q4: 106,713 shares; 2023Q1: 106,713 shares; 2023Q2: 101,181 shares; 2023Q3: 102,954 shares; 2023Q4: 113,579 shares; 2024Q1: 119,573 shares; 2024Q2: 112,943 shares 112,943 $4.66M 0.05% -6,630 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 111,132 shares; 2022Q4: 112,517 shares; 2023Q1: 112,517 shares; 2023Q2: 113,234 shares; 2023Q3: 94,696 shares; 2023Q4: 71,541 shares; 2024Q1: 68,018 shares; 2024Q2: 60,968 shares 60,968 $4.57M 0.05% -7,050 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 7,799 shares; 2023Q1: 7,799 shares; 2023Q2: 59,126 shares; 2023Q3: 60,018 shares; 2023Q4: 69,304 shares; 2024Q1: 71,442 shares; 2024Q2: 72,245 shares 72,245 $4.54M 0.05% +803 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; 2022Q3: 201,616 shares; 2022Q4: 189,939 shares; 2023Q1: 189,939 shares; 2023Q2: 163,711 shares; 2023Q3: 181,831 shares; 2023Q4: 206,638 shares; 2024Q1: 224,150 shares; 2024Q2: 232,506 shares 232,506 $4.44M 0.05% +8,356 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,429 shares; 2022Q4: 6,814 shares; 2023Q1: 6,814 shares; 2023Q2: 7,265 shares; 2023Q3: 7,213 shares; 2023Q4: 7,243 shares; 2024Q1: 7,321 shares; 2024Q2: 7,909 shares 7,909 $4.39M 0.05% +588 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; 2022Q3: 42,721 shares; 2022Q4: 42,402 shares; 2023Q1: 42,402 shares; 2023Q2: 37,359 shares; 2023Q3: 39,282 shares; 2023Q4: 38,334 shares; 2024Q1: 40,639 shares; 2024Q2: 39,860 shares 39,860 $4.39M 0.05% -779 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,162 shares; 2022Q4: 3,734 shares; 2023Q1: 3,734 shares; 2023Q2: 3,900 shares; 2023Q3: 3,991 shares; 2023Q4: 4,159 shares; 2024Q1: 4,207 shares; 2024Q2: 4,117 shares 4,117 $4.38M 0.05% -90 MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 16,323 shares; 2022Q4: 16,389 shares; 2023Q1: 16,389 shares; 2023Q2: 16,186 shares; 2023Q3: 16,187 shares; 2023Q4: 16,155 shares; 2024Q1: 18,120 shares; 2024Q2: 18,120 shares 18,120 $4.38M 0.05% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 14,083 shares; 2022Q4: 14,163 shares; 2023Q1: 14,163 shares; 2023Q2: 14,812 shares; 2023Q3: 14,844 shares; 2023Q4: 14,779 shares; 2024Q1: 15,098 shares; 2024Q2: 11,689 shares 11,689 $4.37M 0.05% -3,409 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; 2022Q3: 135,322 shares; 2022Q4: 139,503 shares; 2023Q1: 139,503 shares; 2023Q2: 116,831 shares; 2023Q3: 104,847 shares; 2023Q4: 95,859 shares; 2024Q1: 92,409 shares; 2024Q2: 83,546 shares 83,546 $4.19M 0.04% -8,863 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; 2022Q3: 37,221 shares; 2022Q4: 41,103 shares; 2023Q1: 41,103 shares; 2023Q2: 41,461 shares; 2023Q3: 44,156 shares; 2023Q4: 42,014 shares; 2024Q1: 40,921 shares; 2024Q2: 42,070 shares 42,070 $4.18M 0.04% +1,149 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 132,665 shares; 2022Q4: 130,487 shares; 2023Q1: 130,487 shares; 2023Q2: 127,410 shares; 2023Q3: 129,020 shares; 2023Q4: 119,918 shares; 2024Q1: 152,157 shares; 2024Q2: 149,025 shares 149,025 $4.17M 0.04% -3,132 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 46,343 shares; 2022Q4: 63,004 shares; 2023Q1: 63,004 shares; 2023Q2: 68,222 shares; 2023Q3: 62,443 shares; 2023Q4: 71,836 shares; 2024Q1: 72,936 shares; 2024Q2: 69,931 shares 69,931 $4.14M 0.04% -3,005 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 9,912 shares; 2022Q4: 9,518 shares; 2023Q1: 9,518 shares; 2023Q2: 8,996 shares; 2023Q3: 8,988 shares; 2023Q4: 8,961 shares; 2024Q1: 9,138 shares; 2024Q2: 9,301 shares 9,301 $4.14M 0.04% +163 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,338 shares; 2022Q4: 13,914 shares; 2023Q1: 13,914 shares; 2023Q2: 35,831 shares; 2023Q3: 71,756 shares; 2023Q4: 73,050 shares; 2024Q1: 74,936 shares; 2024Q2: 76,081 shares 76,081 $4.12M 0.04% +1,145 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; 2022Q3: 4,237 shares; 2022Q4: 4,216 shares; 2023Q1: 4,216 shares; 2023Q2: 5,529 shares; 2023Q3: 6,416 shares; 2023Q4: 5,675 shares; 2024Q1: 6,054 shares; 2024Q2: 7,112 shares 7,112 $4.1M 0.04% +1,058 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 29,839 shares; 2022Q4: 27,770 shares; 2023Q1: 27,770 shares; 2023Q2: 27,566 shares; 2023Q3: 27,880 shares; 2023Q4: 39,976 shares; 2024Q1: 40,827 shares; 2024Q2: 40,712 shares 40,712 $4.09M 0.04% -115 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,535 shares; 2022Q4: 8,443 shares; 2023Q1: 8,443 shares; 2023Q2: 8,610 shares; 2023Q3: 8,768 shares; 2023Q4: 9,122 shares; 2024Q1: 9,269 shares; 2024Q2: 9,232 shares 9,232 $4.07M 0.04% -37 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 80,926 shares; 2023Q3: 81,616 shares; 2023Q4: 75,169 shares; 2024Q1: 76,425 shares; 2024Q2: 76,713 shares 76,713 $4.02M 0.04% +288 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 13,472 shares; 2022Q4: 13,683 shares; 2023Q1: 13,683 shares; 2023Q2: 20,744 shares; 2023Q3: 18,799 shares; 2023Q4: 17,299 shares; 2024Q1: 13,016 shares; 2024Q2: 12,765 shares 12,765 $3.99M 0.04% -251 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; 2022Q3: 50,420 shares; 2022Q4: 57,820 shares; 2023Q1: 57,820 shares; 2023Q2: 57,508 shares; 2023Q3: 54,690 shares; 2023Q4: 46,542 shares; 2024Q1: 43,271 shares; 2024Q2: 39,181 shares 39,181 $3.95M 0.04% -4,090 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; 2022Q3: 17,012 shares; 2022Q4: 16,909 shares; 2023Q1: 16,909 shares; 2023Q2: 23,591 shares; 2023Q3: 22,940 shares; 2023Q4: 22,042 shares; 2024Q1: 19,715 shares; 2024Q2: 18,187 shares 18,187 $3.88M 0.04% -1,528 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,158 shares; 2023Q3: 7,811 shares; 2023Q4: 56,995 shares; 2024Q1: 105,331 shares; 2024Q2: 141,925 shares 141,925 $3.88M 0.04% +36,594 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 160,237 shares; 2022Q4: 132,791 shares; 2023Q1: 132,791 shares; 2023Q2: 99,719 shares; 2023Q3: 102,233 shares; 2023Q4: 86,547 shares; 2024Q1: 76,077 shares; 2024Q2: 76,519 shares 76,519 $3.68M 0.04% +442 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; 2022Q3: 6,616 shares; 2022Q4: 6,451 shares; 2023Q1: 6,451 shares; 2023Q2: 6,276 shares; 2023Q3: 6,175 shares; 2023Q4: 6,256 shares; 2024Q1: 15,275 shares; 2024Q2: 12,046 shares 12,046 $3.59M 0.04% -3,229 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 26,089 shares; 2022Q4: 20,493 shares; 2023Q1: 20,493 shares; 2023Q2: 21,800 shares; 2023Q3: 31,391 shares; 2023Q4: 56,521 shares; 2024Q1: 57,782 shares; 2024Q2: 62,142 shares 62,142 $3.56M 0.04% +4,360 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; 2022Q3: 6,178 shares; 2022Q4: 5,515 shares; 2023Q1: 5,515 shares; 2023Q2: 5,757 shares; 2023Q3: 5,658 shares; 2023Q4: 5,935 shares; 2024Q1: 6,114 shares; 2024Q2: 6,402 shares 6,402 $3.54M 0.04% +288 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,960 shares; 2022Q4: 3,726 shares; 2023Q1: 3,726 shares; 2023Q2: 3,974 shares; 2023Q3: 5,316 shares; 2023Q4: 5,259 shares; 2024Q1: 5,458 shares; 2024Q2: 5,346 shares 5,346 $3.51M 0.04% -112 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; 2022Q3: 34,306 shares; 2022Q4: 33,911 shares; 2023Q1: 33,911 shares; 2023Q2: 37,999 shares; 2023Q3: 32,131 shares; 2023Q4: 32,612 shares; 2024Q1: 29,901 shares; 2024Q2: 29,131 shares 29,131 $3.45M 0.04% -770 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 25,871 shares; 2022Q4: 25,871 shares; 2023Q1: 25,871 shares; 2023Q2: 25,871 shares; 2023Q3: 25,871 shares; 2023Q4: 26,520 shares; 2024Q1: 26,517 shares; 2024Q2: 26,587 shares 26,587 $3.44M 0.04% +70 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 11,937 shares; 2022Q4: 11,928 shares; 2023Q1: 11,928 shares; 2023Q2: 11,539 shares; 2023Q3: 11,547 shares; 2023Q4: 11,597 shares; 2024Q1: 11,597 shares; 2024Q2: 11,825 shares 11,825 $3.43M 0.04% +228 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 45,168 shares; 2022Q4: 40,188 shares; 2023Q1: 40,188 shares; 2023Q2: 41,371 shares; 2023Q3: 42,069 shares; 2023Q4: 39,983 shares; 2024Q1: 40,663 shares; 2024Q2: 38,529 shares 38,529 $3.4M 0.04% -2,134 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; 2022Q3: 11,695 shares; 2022Q4: 11,672 shares; 2023Q1: 11,672 shares; 2023Q2: 29,585 shares; 2023Q3: 29,924 shares; 2023Q4: 24,581 shares; 2024Q1: 17,686 shares; 2024Q2: 16,925 shares 16,925 $3.29M 0.03% -761 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; 2022Q3: 10,485 shares; 2022Q4: 11,408 shares; 2023Q1: 11,408 shares; 2023Q2: 13,008 shares; 2023Q3: 14,167 shares; 2023Q4: 14,231 shares; 2024Q1: 13,737 shares; 2024Q2: 14,185 shares 14,185 $3.21M 0.03% +448 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; 2022Q3: 24,293 shares; 2022Q4: 24,539 shares; 2023Q1: 24,539 shares; 2023Q2: 37,520 shares; 2023Q3: 33,373 shares; 2023Q4: 30,245 shares; 2024Q1: 23,351 shares; 2024Q2: 23,397 shares 23,397 $3.2M 0.03% +46 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 34,940 shares; 2022Q4: 21,073 shares; 2023Q1: 21,073 shares; 2023Q2: 69,780 shares; 2023Q3: 64,524 shares; 2023Q4: 38,406 shares; 2024Q1: 38,641 shares; 2024Q2: 40,667 shares 40,667 $3.16M 0.03% +2,026 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 15,690 shares; 2022Q4: 15,078 shares; 2023Q1: 15,078 shares; 2023Q2: 14,930 shares; 2023Q3: 14,989 shares; 2023Q4: 15,127 shares; 2024Q1: 14,836 shares; 2024Q2: 15,034 shares 15,034 $3.12M 0.03% +198 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; 2022Q3: 43,635 shares; 2022Q4: 43,566 shares; 2023Q1: 43,566 shares; 2023Q2: 41,812 shares; 2023Q3: 43,221 shares; 2023Q4: 53,730 shares; 2024Q1: 53,008 shares; 2024Q2: 52,487 shares 52,487 $3.12M 0.03% -521 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 17,331 shares; 2024Q1: 96,930 shares; 2024Q2: 106,976 shares 106,976 $3.09M 0.03% +10,046 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 9,181 shares; 2022Q4: 7,405 shares; 2023Q1: 7,405 shares; 2023Q2: 8,669 shares; 2023Q3: 8,073 shares; 2023Q4: 8,044 shares; 2024Q1: 8,371 shares; 2024Q2: 7,845 shares 7,845 $3.07M 0.03% -526 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 43,654 shares; 2022Q4: 44,262 shares; 2023Q1: 44,262 shares; 2023Q2: 44,565 shares; 2023Q3: 58,642 shares; 2023Q4: 50,011 shares; 2024Q1: 43,952 shares; 2024Q2: 41,110 shares 41,110 $3.05M 0.03% -2,842 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 122,850 shares; 2022Q4: 122,112 shares; 2023Q1: 122,112 shares; 2023Q2: 123,843 shares; 2023Q3: 124,565 shares; 2023Q4: 125,500 shares; 2024Q1: 122,285 shares; 2024Q2: 109,669 shares 109,669 $2.99M 0.03% -12,616 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; 2022Q3: 8,960 shares; 2022Q4: 10,892 shares; 2023Q1: 10,892 shares; 2023Q2: 17,331 shares; 2023Q3: 18,269 shares; 2023Q4: 16,817 shares; 2024Q1: 14,992 shares; 2024Q2: 13,193 shares 13,193 $2.99M 0.03% -1,799 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 28,335 shares; 2022Q4: 16,023 shares; 2023Q1: 16,023 shares; 2023Q2: 19,977 shares; 2023Q3: 17,849 shares; 2023Q4: 17,012 shares; 2024Q1: 35,291 shares; 2024Q2: 51,750 shares 51,750 $2.94M 0.03% +16,459 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; 2022Q3: 14,194 shares; 2022Q4: 14,021 shares; 2023Q1: 14,021 shares; 2023Q2: 12,579 shares; 2023Q3: 12,547 shares; 2023Q4: 12,348 shares; 2024Q1: 12,564 shares; 2024Q2: 12,297 shares 12,297 $2.94M 0.03% -267 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,212 shares; 2024Q1: 28,526 shares; 2024Q2: 31,497 shares 31,497 $2.89M 0.03% +2,971 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 10,900 shares; 2022Q4: 10,420 shares; 2023Q1: 10,420 shares; 2023Q2: 10,082 shares; 2023Q3: 10,148 shares; 2023Q4: 9,991 shares; 2024Q1: 9,793 shares; 2024Q2: 9,374 shares 9,374 $2.88M 0.03% -419 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 11,543 shares; 2022Q4: 11,375 shares; 2023Q1: 11,375 shares; 2023Q2: 11,191 shares; 2023Q3: 11,191 shares; 2023Q4: 11,051 shares; 2024Q1: 11,051 shares; 2024Q2: 10,871 shares 10,871 $2.87M 0.03% -180 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 21,661 shares; 2022Q4: 19,276 shares; 2023Q1: 19,276 shares; 2023Q2: 29,462 shares; 2023Q3: 24,480 shares; 2023Q4: 25,294 shares; 2024Q1: 27,549 shares; 2024Q2: 28,561 shares 28,561 $2.84M 0.03% +1,012 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 40,368 shares; 2022Q4: 36,302 shares; 2023Q1: 36,302 shares; 2023Q2: 35,006 shares; 2023Q3: 33,612 shares; 2023Q4: 31,369 shares; 2024Q1: 30,692 shares; 2024Q2: 30,541 shares 30,541 $2.83M 0.03% -151 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; 2022Q3: 19,094 shares; 2022Q4: 25,668 shares; 2023Q1: 25,668 shares; 2023Q2: 26,607 shares; 2023Q3: 28,984 shares; 2023Q4: 26,311 shares; 2024Q1: 25,248 shares; 2024Q2: 23,763 shares 23,763 $2.79M 0.03% -1,485 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,185 shares; 2023Q3: 6,188 shares; 2023Q4: 6,142 shares; 2024Q1: 6,328 shares; 2024Q2: 6,347 shares 6,347 $2.78M 0.03% +19 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 12,235 shares; 2022Q4: 11,996 shares; 2023Q1: 11,996 shares; 2023Q2: 12,241 shares; 2023Q3: 12,204 shares; 2023Q4: 12,305 shares; 2024Q1: 12,222 shares; 2024Q2: 11,747 shares 11,747 $2.78M 0.03% -475 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 9,832 shares; 2022Q4: 9,099 shares; 2023Q1: 9,099 shares; 2023Q2: 8,952 shares; 2023Q3: 8,907 shares; 2023Q4: 7,801 shares; 2024Q1: 7,923 shares; 2024Q2: 7,790 shares 7,790 $2.73M 0.03% -133 VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,443 shares; 2022Q4: 7,159 shares; 2023Q1: 7,159 shares; 2023Q2: 14,367 shares; 2023Q3: 13,850 shares; 2023Q4: 12,659 shares; 2024Q1: 11,991 shares; 2024Q2: 11,745 shares 11,745 $2.7M 0.03% -246 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 35,273 shares; 2022Q4: 40,571 shares; 2023Q1: 40,571 shares; 2023Q2: 41,305 shares; 2023Q3: 41,307 shares; 2023Q4: 41,308 shares; 2024Q1: 40,839 shares; 2024Q2: 40,396 shares 40,396 $2.68M 0.03% -443 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 14,253 shares; 2022Q4: 13,061 shares; 2023Q1: 13,061 shares; 2023Q2: 21,798 shares; 2023Q3: 21,805 shares; 2023Q4: 21,328 shares; 2024Q1: 20,535 shares; 2024Q2: 19,175 shares 19,175 $2.65M 0.03% -1,360 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 19,024 shares; 2022Q4: 19,112 shares; 2023Q1: 19,112 shares; 2023Q2: 21,077 shares; 2023Q3: 21,255 shares; 2023Q4: 21,791 shares; 2024Q1: 21,807 shares; 2024Q2: 20,825 shares 20,825 $2.58M 0.03% -982 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,919 shares; 2022Q4: 5,311 shares; 2023Q1: 5,311 shares; 2023Q2: 11,327 shares; 2023Q3: 10,530 shares; 2023Q4: 10,126 shares; 2024Q1: 10,095 shares; 2024Q2: 10,112 shares 10,112 $2.53M 0.03% +17 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; 2022Q3: 665 shares; 2022Q4: 652 shares; 2023Q1: 652 shares; 2023Q2: 591 shares; 2023Q3: 593 shares; 2023Q4: 591 shares; 2024Q1: 597 shares; 2024Q2: 632 shares 632 $2.5M 0.03% +35 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 16,500 shares; 2022Q4: 15,913 shares; 2023Q1: 15,913 shares; 2023Q2: 14,101 shares; 2023Q3: 14,196 shares; 2023Q4: 14,367 shares; 2024Q1: 17,508 shares; 2024Q2: 16,520 shares 16,520 $2.46M 0.03% -988 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,960 shares; 2022Q4: 2,800 shares; 2023Q1: 2,800 shares; 2023Q2: 2,831 shares; 2023Q3: 2,865 shares; 2023Q4: 2,979 shares; 2024Q1: 2,889 shares; 2024Q2: 2,980 shares 2,980 $2.46M 0.03% +91 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 647 shares; 2022Q4: 1,478 shares; 2023Q1: 1,478 shares; 2023Q2: 2,347 shares; 2023Q3: 2,347 shares; 2023Q4: 1,846 shares; 2024Q1: 1,914 shares; 2024Q2: 1,910 shares 1,910 $2.44M 0.03% -4 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 16,825 shares; 2022Q4: 16,579 shares; 2023Q1: 16,579 shares; 2023Q2: 23,796 shares; 2023Q3: 23,654 shares; 2023Q4: 22,097 shares; 2024Q1: 21,884 shares; 2024Q2: 21,912 shares 21,912 $2.42M 0.03% +28 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,824 shares; 2022Q4: 2,652 shares; 2023Q1: 2,652 shares; 2023Q2: 2,618 shares; 2023Q3: 2,655 shares; 2023Q4: 2,982 shares; 2024Q1: 2,892 shares; 2024Q2: 3,045 shares 3,045 $2.4M 0.02% +153 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 25,834 shares; 2022Q4: 25,512 shares; 2023Q1: 25,512 shares; 2023Q2: 27,504 shares; 2023Q3: 26,983 shares; 2023Q4: 29,429 shares; 2024Q1: 34,187 shares; 2024Q2: 30,778 shares 30,778 $2.39M 0.02% -3,409 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 16,124 shares; 2022Q4: 16,059 shares; 2023Q1: 16,059 shares; 2023Q2: 17,371 shares; 2023Q3: 20,072 shares; 2023Q4: 19,780 shares; 2024Q1: 21,421 shares; 2024Q2: 20,714 shares 20,714 $2.37M 0.02% -707 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; 2022Q3: 26,233 shares; 2022Q4: 87,390 shares; 2023Q1: 87,390 shares; 2023Q2: 78,404 shares; 2023Q3: 79,773 shares; 2023Q4: 61,622 shares; 2024Q1: 60,397 shares; 2024Q2: 57,036 shares 57,036 $2.37M 0.02% -3,361 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; 2022Q3: 107,996 shares; 2022Q4: 109,675 shares; 2023Q1: 109,675 shares; 2023Q2: 100,816 shares; 2023Q3: 56,086 shares; 2023Q4: 53,810 shares; 2024Q1: 54,269 shares; 2024Q2: 49,950 shares 49,950 $2.36M 0.02% -4,319 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; 2022Q3: 8,584 shares; 2022Q4: 8,219 shares; 2023Q1: 8,219 shares; 2023Q2: 16,230 shares; 2023Q3: 15,768 shares; 2023Q4: 14,879 shares; 2024Q1: 10,094 shares; 2024Q2: 10,683 shares 10,683 $2.36M 0.02% +589 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 54,116 shares; 2022Q4: 49,926 shares; 2023Q1: 49,926 shares; 2023Q2: 52,953 shares; 2023Q3: 53,286 shares; 2023Q4: 70,601 shares; 2024Q1: 71,050 shares; 2024Q2: 70,191 shares 70,191 $2.35M 0.02% -859 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; 2022Q3: 7,665 shares; 2022Q4: 7,950 shares; 2023Q1: 7,950 shares; 2023Q2: 8,504 shares; 2023Q3: 8,684 shares; 2023Q4: 9,233 shares; 2024Q1: 8,866 shares; 2024Q2: 9,939 shares 9,939 $2.35M 0.02% +1,073 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 60,956 shares; 2022Q4: 59,790 shares; 2023Q1: 59,790 shares; 2023Q2: 70,402 shares; 2023Q3: 66,471 shares; 2023Q4: 71,079 shares; 2024Q1: 72,705 shares; 2024Q2: 78,809 shares 78,809 $2.28M 0.02% +6,104 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 21,245 shares; 2023Q3: 18,626 shares; 2023Q4: 18,633 shares; 2024Q1: 18,638 shares; 2024Q2: 27,894 shares 27,894 $2.28M 0.02% +9,256 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; 2022Q3: 20,767 shares; 2022Q4: 16,823 shares; 2023Q1: 16,823 shares; 2023Q2: 50,594 shares; 2023Q3: 50,402 shares; 2023Q4: 41,377 shares; 2024Q1: 22,502 shares; 2024Q2: 22,440 shares 22,440 $2.27M 0.02% -62 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; 2022Q3: 4,500 shares; 2022Q4: 4,431 shares; 2023Q1: 4,431 shares; 2023Q2: 4,500 shares; 2023Q3: 4,549 shares; 2023Q4: 6,687 shares; 2024Q1: 6,743 shares; 2024Q2: 6,606 shares 6,606 $2.24M 0.02% -137 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 9,354 shares; 2022Q4: 9,169 shares; 2023Q1: 9,169 shares; 2023Q2: 10,237 shares; 2023Q3: 10,682 shares; 2023Q4: 10,871 shares; 2024Q1: 12,786 shares; 2024Q2: 14,052 shares 14,052 $2.23M 0.02% +1,266 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 106,971 shares; 2022Q4: 113,469 shares; 2023Q1: 113,469 shares; 2023Q2: 53,587 shares; 2023Q3: 55,504 shares; 2023Q4: 54,658 shares; 2024Q1: 56,123 shares; 2024Q2: 56,706 shares 56,706 $2.2M 0.02% +583 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; 2022Q3: 6,075 shares; 2022Q4: 6,084 shares; 2023Q1: 6,084 shares; 2023Q2: 6,882 shares; 2023Q3: 7,039 shares; 2023Q4: 7,607 shares; 2024Q1: 7,926 shares; 2024Q2: 8,793 shares 8,793 $2.2M 0.02% +867 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 31,425 shares; 2022Q4: 30,746 shares; 2023Q1: 30,746 shares; 2023Q2: 31,597 shares; 2023Q3: 31,720 shares; 2023Q4: 31,787 shares; 2024Q1: 30,852 shares; 2024Q2: 29,781 shares 29,781 $2.13M 0.02% -1,071 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; 2022Q3: 13,119 shares; 2022Q4: 12,643 shares; 2023Q1: 12,643 shares; 2023Q2: 11,678 shares; 2023Q3: 11,448 shares; 2023Q4: 11,619 shares; 2024Q1: 11,315 shares; 2024Q2: 10,895 shares 10,895 $2.12M 0.02% -420 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 28,319 shares; 2022Q4: 27,511 shares; 2023Q1: 27,511 shares; 2023Q2: 38,783 shares; 2023Q3: 38,748 shares; 2023Q4: 32,994 shares; 2024Q1: 25,802 shares; 2024Q2: 27,178 shares 27,178 $2.12M 0.02% +1,376 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 17,711 shares; 2022Q4: 24,349 shares; 2023Q1: 24,349 shares; 2023Q2: 26,757 shares; 2023Q3: 38,488 shares; 2023Q4: 56,486 shares; 2024Q1: 59,213 shares; 2024Q2: 62,143 shares 62,143 $2.08M 0.02% +2,930 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 67,682 shares; 2024Q1: 67,682 shares; 2024Q2: 67,682 shares 67,682 $2.07M 0.02% 0 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; 2022Q3: 22,663 shares; 2022Q4: 22,881 shares; 2023Q1: 22,881 shares; 2023Q2: 24,371 shares; 2023Q3: 24,258 shares; 2023Q4: 23,260 shares; 2024Q1: 22,700 shares; 2024Q2: 22,371 shares 22,371 $2.04M 0.02% -329 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,276 shares 11,276 $2.03M 0.02% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,257 shares; 2022Q4: 4,977 shares; 2023Q1: 4,977 shares; 2023Q2: 5,629 shares; 2023Q3: 5,668 shares; 2023Q4: 5,586 shares; 2024Q1: 6,656 shares; 2024Q2: 7,885 shares 7,885 $2.03M 0.02% +1,229 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; 2022Q3: 44,256 shares; 2022Q4: 42,135 shares; 2023Q1: 42,135 shares; 2023Q2: 40,078 shares; 2023Q3: 41,926 shares; 2023Q4: 47,740 shares; 2024Q1: 53,673 shares; 2024Q2: 45,977 shares 45,977 $2.02M 0.02% -7,696 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,321 shares; 2022Q4: 3,192 shares; 2023Q1: 3,192 shares; 2023Q2: 3,944 shares; 2023Q3: 3,887 shares; 2023Q4: 7,206 shares; 2024Q1: 7,227 shares; 2024Q2: 7,276 shares 7,276 $2M 0.02% +49 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; 2022Q3: 51,551 shares; 2022Q4: 53,556 shares; 2023Q1: 53,556 shares; 2023Q2: 54,830 shares; 2023Q3: 54,580 shares; 2023Q4: 52,438 shares; 2024Q1: 52,817 shares; 2024Q2: 50,716 shares 50,716 $1.99M 0.02% -2,101 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; 2022Q3: 49,184 shares; 2022Q4: 50,191 shares; 2023Q1: 50,191 shares; 2023Q2: 52,225 shares; 2023Q3: 51,598 shares; 2023Q4: 48,440 shares; 2024Q1: 49,475 shares; 2024Q2: 46,466 shares 46,466 $1.93M 0.02% -3,009 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,175 shares; 2022Q4: 4,839 shares; 2023Q1: 4,839 shares; 2023Q2: 5,898 shares; 2023Q3: 6,252 shares; 2023Q4: 9,060 shares; 2024Q1: 8,718 shares; 2024Q2: 11,286 shares 11,286 $1.93M 0.02% +2,568 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,449 shares; 2022Q4: 5,431 shares; 2023Q1: 5,431 shares; 2023Q2: 5,179 shares; 2023Q3: 5,968 shares; 2023Q4: 5,103 shares; 2024Q1: 5,269 shares; 2024Q2: 5,730 shares 5,730 $1.89M 0.02% +461 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,432 shares; 2022Q4: 5,580 shares; 2023Q1: 5,580 shares; 2023Q2: 6,595 shares; 2023Q3: 6,752 shares; 2023Q4: 7,144 shares; 2024Q1: 7,424 shares; 2024Q2: 7,214 shares 7,214 $1.89M 0.02% -210 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; 2022Q3: 5,798 shares; 2022Q4: 6,307 shares; 2023Q1: 6,307 shares; 2023Q2: 6,213 shares; 2023Q3: 6,427 shares; 2023Q4: 6,557 shares; 2024Q1: 6,479 shares; 2024Q2: 6,183 shares 6,183 $1.88M 0.02% -296 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 28,552 shares; 2022Q4: 27,108 shares; 2023Q1: 27,108 shares; 2023Q2: 27,108 shares; 2023Q3: 30,165 shares; 2023Q4: 30,165 shares; 2024Q1: 30,172 shares; 2024Q2: 33,216 shares 33,216 $1.87M 0.02% +3,044 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,091 shares; 2022Q4: 8,682 shares; 2023Q1: 8,682 shares; 2023Q2: 15,077 shares; 2023Q3: 15,365 shares; 2023Q4: 15,003 shares; 2024Q1: 15,244 shares; 2024Q2: 13,198 shares 13,198 $1.83M 0.02% -2,046 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; 2022Q3: 52,468 shares; 2022Q4: 47,888 shares; 2023Q1: 47,888 shares; 2023Q2: 47,476 shares; 2023Q3: 48,141 shares; 2023Q4: 46,416 shares; 2024Q1: 47,376 shares; 2024Q2: 48,276 shares 48,276 $1.82M 0.02% +900 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 18,245 shares; 2022Q4: 41,060 shares; 2023Q1: 41,060 shares; 2023Q2: 32,618 shares; 2023Q3: 35,055 shares; 2023Q4: 39,160 shares; 2024Q1: 35,713 shares; 2024Q2: 34,933 shares 34,933 $1.8M 0.02% -780 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,689 shares; 2022Q4: 9,641 shares; 2023Q1: 9,641 shares; 2023Q2: 9,412 shares; 2023Q3: 13,243 shares; 2023Q4: 11,750 shares; 2024Q1: 10,160 shares; 2024Q2: 10,322 shares 10,322 $1.79M 0.02% +162 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 31,821 shares; 2022Q4: 31,422 shares; 2023Q1: 31,422 shares; 2023Q2: 31,349 shares; 2023Q3: 31,709 shares; 2023Q4: 30,946 shares; 2024Q1: 33,756 shares; 2024Q2: 32,499 shares 32,499 $1.78M 0.02% -1,257 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,027 shares; 2022Q4: 8,104 shares; 2023Q1: 8,104 shares; 2023Q2: 7,549 shares; 2023Q3: 7,862 shares; 2023Q4: 7,797 shares; 2024Q1: 9,259 shares; 2024Q2: 9,677 shares 9,677 $1.78M 0.02% +418 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 16,543 shares; 2022Q4: 15,203 shares; 2023Q1: 15,203 shares; 2023Q2: 16,194 shares; 2023Q3: 15,754 shares; 2023Q4: 15,170 shares; 2024Q1: 15,407 shares; 2024Q2: 13,877 shares 13,877 $1.76M 0.02% -1,530 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 14,479 shares; 2022Q4: 16,534 shares; 2023Q1: 16,534 shares; 2023Q2: 18,866 shares; 2023Q3: 14,967 shares; 2023Q4: 17,014 shares; 2024Q1: 17,027 shares; 2024Q2: 17,454 shares 17,454 $1.75M 0.02% +427 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,282 shares; 2022Q4: 6,936 shares; 2023Q1: 6,936 shares; 2023Q2: 7,823 shares; 2023Q3: 7,663 shares; 2023Q4: 7,745 shares; 2024Q1: 8,794 shares; 2024Q2: 8,131 shares 8,131 $1.73M 0.02% -663 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,361 shares; 2022Q4: 7,836 shares; 2023Q1: 7,836 shares; 2023Q2: 8,327 shares; 2023Q3: 8,081 shares; 2023Q4: 8,506 shares; 2024Q1: 8,444 shares; 2024Q2: 8,597 shares 8,597 $1.72M 0.02% +153 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 22,719 shares; 2022Q4: 21,501 shares; 2023Q1: 21,501 shares; 2023Q2: 21,032 shares; 2023Q3: 20,361 shares; 2023Q4: 17,777 shares; 2024Q1: 16,353 shares; 2024Q2: 15,105 shares 15,105 $1.71M 0.02% -1,248 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 23,897 shares; 2022Q4: 22,000 shares; 2023Q1: 22,000 shares; 2023Q2: 19,785 shares; 2023Q3: 19,789 shares; 2023Q4: 18,325 shares; 2024Q1: 19,460 shares; 2024Q2: 18,422 shares 18,422 $1.7M 0.02% -1,038 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; 2022Q3: 23,170 shares; 2022Q4: 22,321 shares; 2023Q1: 22,321 shares; 2023Q2: 24,078 shares; 2023Q3: 24,068 shares; 2023Q4: 23,729 shares; 2024Q1: 23,590 shares; 2024Q2: 22,971 shares 22,971 $1.69M 0.02% -619 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; 2022Q3: 5,644 shares; 2022Q4: 4,096 shares; 2023Q1: 4,096 shares; 2023Q2: 6,058 shares; 2023Q3: 6,719 shares; 2023Q4: 9,461 shares; 2024Q1: 8,642 shares; 2024Q2: 10,296 shares 10,296 $1.67M 0.02% +1,654 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 10,404 shares; 2022Q4: 10,149 shares; 2023Q1: 10,149 shares; 2023Q2: 10,265 shares; 2023Q3: 11,159 shares; 2023Q4: 10,632 shares; 2024Q1: 11,660 shares; 2024Q2: 11,751 shares 11,751 $1.66M 0.02% +91 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,508 shares; 2022Q4: 7,761 shares; 2023Q1: 7,761 shares; 2023Q2: 9,155 shares; 2023Q3: 9,010 shares; 2023Q4: 9,954 shares; 2024Q1: 9,264 shares; 2024Q2: 9,495 shares 9,495 $1.65M 0.02% +231 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 18,350 shares; 2022Q4: 16,443 shares; 2023Q1: 16,443 shares; 2023Q2: 29,152 shares; 2023Q3: 27,588 shares; 2023Q4: 23,744 shares; 2024Q1: 18,974 shares; 2024Q2: 15,611 shares 15,611 $1.6M 0.02% -3,363 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; 2022Q3: 9,688 shares; 2022Q4: 9,849 shares; 2023Q1: 9,849 shares; 2023Q2: 9,927 shares; 2023Q3: 9,473 shares; 2023Q4: 11,944 shares; 2024Q1: 12,046 shares; 2024Q2: 11,972 shares 11,972 $1.59M 0.02% -74 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 16,240 shares; 2022Q4: 18,240 shares; 2023Q1: 18,240 shares; 2023Q2: 19,599 shares; 2023Q3: 21,210 shares; 2023Q4: 21,336 shares; 2024Q1: 22,299 shares; 2024Q2: 22,259 shares 22,259 $1.58M 0.02% -40 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,921 shares; 2022Q4: 5,822 shares; 2023Q1: 5,822 shares; 2023Q2: 6,026 shares; 2023Q3: 5,796 shares; 2023Q4: 6,276 shares; 2024Q1: 6,094 shares; 2024Q2: 5,274 shares 5,274 $1.58M 0.02% -820 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 12,674 shares; 2023Q3: 12,469 shares; 2023Q4: 12,473 shares; 2024Q1: 12,481 shares; 2024Q2: 13,287 shares 13,287 $1.57M 0.02% +806 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 23,342 shares; 2022Q4: 22,175 shares; 2023Q1: 22,175 shares; 2023Q2: 19,397 shares; 2023Q3: 17,992 shares; 2023Q4: 17,520 shares; 2024Q1: 17,524 shares; 2024Q2: 17,527 shares 17,527 $1.56M 0.02% +3 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 9,631 shares; 2022Q4: 8,900 shares; 2023Q1: 8,900 shares; 2023Q2: 9,008 shares; 2023Q3: 9,032 shares; 2023Q4: 30,395 shares; 2024Q1: 28,244 shares; 2024Q2: 26,882 shares 26,882 $1.54M 0.02% -1,362 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; 2022Q3: 69,066 shares; 2022Q4: 48,816 shares; 2023Q1: 48,816 shares; 2023Q2: 53,626 shares; 2023Q3: 48,644 shares; 2023Q4: 50,245 shares; 2024Q1: 58,752 shares; 2024Q2: 57,245 shares 57,245 $1.52M 0.02% -1,507 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; 2022Q3: 11,124 shares; 2022Q4: 10,574 shares; 2023Q1: 10,574 shares; 2023Q2: 10,546 shares; 2023Q3: 10,641 shares; 2023Q4: 10,411 shares; 2024Q1: 10,464 shares; 2024Q2: 11,039 shares 11,039 $1.51M 0.02% +575 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,620 shares; 2022Q4: 3,891 shares; 2023Q1: 3,891 shares; 2023Q2: 3,864 shares; 2023Q3: 3,873 shares; 2023Q4: 4,706 shares; 2024Q1: 4,738 shares; 2024Q2: 4,589 shares 4,589 $1.51M 0.02% -149 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 42,142 shares; 2022Q4: 43,247 shares; 2023Q1: 43,247 shares; 2023Q2: 42,047 shares; 2023Q3: 45,984 shares; 2023Q4: 42,803 shares; 2024Q1: 43,596 shares; 2024Q2: 42,315 shares 42,315 $1.51M 0.02% -1,281 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,049 shares; 2022Q4: 2,192 shares; 2023Q1: 2,192 shares; 2023Q2: 3,328 shares; 2023Q3: 10,420 shares; 2023Q4: 7,793 shares; 2024Q1: 9,058 shares; 2024Q2: 9,150 shares 9,150 $1.5M 0.02% +92 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 28,100 shares 28,100 $1.5M 0.02% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,340 shares; 2022Q4: 9,918 shares; 2023Q1: 9,918 shares; 2023Q2: 11,791 shares; 2023Q3: 13,251 shares; 2023Q4: 19,789 shares; 2024Q1: 24,579 shares; 2024Q2: 26,001 shares 26,001 $1.49M 0.02% +1,422 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,224 shares; 2022Q4: 6,224 shares; 2023Q1: 6,224 shares; 2023Q2: 6,224 shares; 2023Q3: 5,017 shares; 2023Q4: 5,030 shares; 2024Q1: 5,022 shares; 2024Q2: 5,022 shares 5,022 $1.49M 0.02% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 22,338 shares; 2022Q4: 10,591 shares; 2023Q1: 10,591 shares; 2023Q2: 10,245 shares; 2023Q3: 10,245 shares; 2023Q4: 12,961 shares; 2024Q1: 12,964 shares; 2024Q2: 14,172 shares 14,172 $1.47M 0.02% +1,208 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; 2022Q3: 6,199 shares; 2022Q4: 6,451 shares; 2023Q1: 6,451 shares; 2023Q2: 6,701 shares; 2023Q3: 6,874 shares; 2023Q4: 6,206 shares; 2024Q1: 6,600 shares; 2024Q2: 6,392 shares 6,392 $1.46M 0.02% -208 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 24,263 shares; 2024Q2: 24,397 shares 24,397 $1.45M 0.02% +134 Timeline PRAA PRA GROUP INC More: the full row for PRA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 57,712 shares; 2022Q4: 57,645 shares; 2023Q1: 57,645 shares; 2023Q2: 68,997 shares; 2023Q3: 73,194 shares; 2023Q4: 73,194 shares; 2024Q1: 73,194 shares; 2024Q2: 73,194 shares 73,194 $1.44M 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,339 shares; 2022Q4: 4,346 shares; 2023Q1: 4,346 shares; 2023Q2: 5,410 shares; 2023Q3: 14,614 shares; 2023Q4: 36,087 shares; 2024Q1: 12,920 shares; 2024Q2: 17,587 shares 17,587 $1.43M 0.01% +4,667 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 35,884 shares; 2022Q4: 30,478 shares; 2023Q1: 30,478 shares; 2023Q2: 73,992 shares; 2023Q3: 69,762 shares; 2023Q4: 56,325 shares; 2024Q1: 28,422 shares; 2024Q2: 31,049 shares 31,049 $1.41M 0.01% +2,627 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 21,405 shares; 2022Q4: 21,405 shares; 2023Q1: 21,405 shares; 2023Q2: 21,205 shares; 2023Q3: 20,705 shares; 2023Q4: 20,705 shares; 2024Q1: 20,505 shares; 2024Q2: 22,967 shares 22,967 $1.4M 0.01% +2,462 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 22,043 shares; 2022Q4: 25,399 shares; 2023Q1: 25,399 shares; 2023Q2: 31,110 shares; 2023Q3: 81,100 shares; 2023Q4: 100,948 shares; 2024Q1: 102,202 shares; 2024Q2: 42,685 shares 42,685 $1.4M 0.01% -59,517 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,547 shares; 2022Q4: 8,612 shares; 2023Q1: 8,612 shares; 2023Q2: 15,946 shares; 2023Q3: 14,600 shares; 2023Q4: 12,880 shares; 2024Q1: 8,847 shares; 2024Q2: 9,363 shares 9,363 $1.39M 0.01% +516 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 11,873 shares; 2022Q4: 11,731 shares; 2023Q1: 11,731 shares; 2023Q2: 41,135 shares; 2023Q3: 41,037 shares; 2023Q4: 32,077 shares; 2024Q1: 15,313 shares; 2024Q2: 13,016 shares 13,016 $1.39M 0.01% -2,297 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,815 shares; 2022Q4: 2,545 shares; 2023Q1: 2,545 shares; 2023Q2: 1,874 shares; 2023Q3: 1,853 shares; 2023Q4: 1,800 shares; 2024Q1: 2,246 shares; 2024Q2: 2,332 shares 2,332 $1.36M 0.01% +86 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,586 shares; 2024Q1: 7,739 shares; 2024Q2: 7,695 shares 7,695 $1.36M 0.01% -44 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 13,681 shares; 2022Q4: 13,327 shares; 2023Q1: 13,327 shares; 2023Q2: 11,731 shares; 2023Q3: 11,305 shares; 2023Q4: 16,512 shares; 2024Q1: 17,692 shares; 2024Q2: 17,177 shares 17,177 $1.35M 0.01% -515 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 67,624 shares; 2022Q4: 66,265 shares; 2023Q1: 66,265 shares; 2023Q2: 68,511 shares; 2023Q3: 51,065 shares; 2023Q4: 52,922 shares; 2024Q1: 57,367 shares; 2024Q2: 59,443 shares 59,443 $1.34M 0.01% +2,076 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,312 shares; 2022Q4: 4,316 shares; 2023Q1: 4,316 shares; 2023Q2: 4,187 shares; 2023Q3: 4,200 shares; 2023Q4: 5,678 shares; 2024Q1: 12,295 shares; 2024Q2: 11,985 shares 11,985 $1.33M 0.01% -310 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 18,765 shares; 2022Q4: 16,964 shares; 2023Q1: 16,964 shares; 2023Q2: 20,605 shares; 2023Q3: 34,056 shares; 2023Q4: 33,097 shares; 2024Q1: 33,497 shares; 2024Q2: 37,805 shares 37,805 $1.32M 0.01% +4,308 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 556 shares; 2024Q2: 721 shares 721 $1.31M 0.01% +165 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 336 shares; 2022Q4: 352 shares; 2023Q1: 352 shares; 2023Q2: 370 shares; 2023Q3: 371 shares; 2023Q4: 374 shares; 2024Q1: 379 shares; 2024Q2: 20,850 shares 20,850 $1.31M 0.01% +20,471 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; 2022Q3: 4,639 shares; 2022Q4: 3,519 shares; 2023Q1: 3,519 shares; 2023Q2: 3,518 shares; 2023Q3: 3,541 shares; 2023Q4: 3,476 shares; 2024Q1: 7,751 shares; 2024Q2: 8,181 shares 8,181 $1.28M 0.01% +430 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 25,352 shares; 2022Q4: 25,352 shares; 2023Q1: 25,352 shares; 2023Q2: 25,352 shares; 2023Q3: 25,352 shares; 2023Q4: 25,352 shares; 2024Q1: 25,390 shares; 2024Q2: 25,560 shares 25,560 $1.27M 0.01% +170 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,000 shares; 2023Q3: 10,000 shares; 2023Q4: 10,000 shares; 2024Q1: 10,019 shares; 2024Q2: 10,019 shares 10,019 $1.25M 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 15,439 shares; 2022Q4: 15,097 shares; 2023Q1: 15,097 shares; 2023Q2: 16,109 shares; 2023Q3: 15,205 shares; 2023Q4: 15,105 shares; 2024Q1: 14,558 shares; 2024Q2: 14,025 shares 14,025 $1.25M 0.01% -533 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 56,782 shares; 2022Q4: 54,474 shares; 2023Q1: 54,474 shares; 2023Q2: 62,135 shares; 2023Q3: 62,460 shares; 2023Q4: 63,279 shares; 2024Q1: 63,372 shares; 2024Q2: 76,978 shares 76,978 $1.25M 0.01% +13,606 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 11,346 shares; 2023Q3: 11,209 shares; 2023Q4: 11,354 shares; 2024Q1: 13,307 shares; 2024Q2: 13,230 shares 13,230 $1.24M 0.01% -77 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; 2022Q3: 1,877 shares; 2022Q4: 1,446 shares; 2023Q1: 1,446 shares; 2023Q2: 1,981 shares; 2023Q3: 1,879 shares; 2023Q4: 3,444 shares; 2024Q1: 4,048 shares; 2024Q2: 4,657 shares 4,657 $1.24M 0.01% +609 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,003 shares; 2024Q1: 4,687 shares; 2024Q2: 4,732 shares 4,732 $1.24M 0.01% +45 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; 2022Q3: 7,144 shares; 2022Q4: 8,001 shares; 2023Q1: 8,001 shares; 2023Q2: 8,646 shares; 2023Q3: 9,563 shares; 2023Q4: 9,717 shares; 2024Q1: 10,951 shares; 2024Q2: 11,035 shares 11,035 $1.21M 0.01% +84 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,861 shares; 2023Q3: 4,861 shares; 2023Q4: 5,569 shares; 2024Q1: 6,147 shares; 2024Q2: 17,161 shares 17,161 $1.2M 0.01% +11,014 Timeline SURF AIR MOBILITY IN EQUCLA… SURF AIR MOBILITY IN EQUCLASS EQU… More: the full row for SURF AIR MOBILITY IN EQUCLASS EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,110,319 shares 3,110,319 $1.2M 0.01% new A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 9,215 shares; 2022Q4: 8,161 shares; 2023Q1: 8,161 shares; 2023Q2: 8,643 shares; 2023Q3: 8,197 shares; 2023Q4: 8,288 shares; 2024Q1: 8,193 shares; 2024Q2: 9,222 shares 9,222 $1.2M 0.01% +1,029 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,159 shares; 2022Q4: 4,160 shares; 2023Q1: 4,160 shares; 2023Q2: 4,099 shares; 2023Q3: 4,118 shares; 2023Q4: 4,016 shares; 2024Q1: 4,140 shares; 2024Q2: 4,290 shares 4,290 $1.19M 0.01% +150 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,875 shares; 2022Q4: 8,563 shares; 2023Q1: 8,563 shares; 2023Q2: 9,649 shares; 2023Q3: 9,970 shares; 2023Q4: 10,141 shares; 2024Q1: 14,053 shares; 2024Q2: 13,505 shares 13,505 $1.18M 0.01% -548 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,416 shares; 2022Q4: 8,566 shares; 2023Q1: 8,566 shares; 2023Q2: 8,006 shares; 2023Q3: 8,363 shares; 2023Q4: 8,203 shares; 2024Q1: 7,406 shares; 2024Q2: 7,406 shares 7,406 $1.18M 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 16,222 shares; 2022Q4: 16,958 shares; 2023Q1: 16,958 shares; 2023Q2: 17,182 shares; 2023Q3: 16,800 shares; 2023Q4: 16,968 shares; 2024Q1: 16,660 shares; 2024Q2: 16,613 shares 16,613 $1.18M 0.01% -47 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; 2022Q3: 8,408 shares; 2022Q4: 7,875 shares; 2023Q1: 7,875 shares; 2023Q2: 9,514 shares; 2023Q3: 9,630 shares; 2023Q4: 10,190 shares; 2024Q1: 15,873 shares; 2024Q2: 14,650 shares 14,650 $1.17M 0.01% -1,223 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 652 shares; 2024Q2: 850 shares 850 $1.17M 0.01% +198 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 27,510 shares; 2022Q4: 24,037 shares; 2023Q1: 24,037 shares; 2023Q2: 15,731 shares; 2023Q3: 13,858 shares; 2023Q4: 13,858 shares; 2024Q1: 11,196 shares; 2024Q2: 11,293 shares 11,293 $1.17M 0.01% +97 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,936 shares; 2022Q4: 8,204 shares; 2023Q1: 8,204 shares; 2023Q2: 7,886 shares; 2023Q3: 7,111 shares; 2023Q4: 7,121 shares; 2024Q1: 7,039 shares; 2024Q2: 7,149 shares 7,149 $1.14M 0.01% +110 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 14,065 shares; 2022Q4: 14,774 shares; 2023Q1: 14,774 shares; 2023Q2: 14,694 shares; 2023Q3: 14,925 shares; 2023Q4: 18,410 shares; 2024Q1: 18,798 shares; 2024Q2: 21,354 shares 21,354 $1.14M 0.01% +2,556 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,527 shares; 2022Q4: 8,276 shares; 2023Q1: 8,276 shares; 2023Q2: 8,756 shares; 2023Q3: 8,455 shares; 2023Q4: 30,629 shares; 2024Q1: 20,674 shares; 2024Q2: 13,486 shares 13,486 $1.13M 0.01% -7,188 Timeline VNQI 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; 2022Q3: 22,808 shares; 2022Q4: 23,650 shares; 2023Q1: 23,650 shares; 2023Q2: 27,957 shares; 2023Q3: 30,117 shares; 2023Q4: 29,013 shares; 2024Q1: 28,253 shares; 2024Q2: 27,843 shares 27,843 $1.13M 0.01% -410 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,849 shares; 2022Q4: 7,131 shares; 2023Q1: 7,131 shares; 2023Q2: 7,172 shares; 2023Q3: 7,455 shares; 2023Q4: 17,019 shares; 2024Q1: 18,913 shares; 2024Q2: 12,279 shares 12,279 $1.13M 0.01% -6,634 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,900 shares; 2022Q4: 3,907 shares; 2023Q1: 3,907 shares; 2023Q2: 3,771 shares; 2023Q3: 3,690 shares; 2023Q4: 3,635 shares; 2024Q1: 3,673 shares; 2024Q2: 3,882 shares 3,882 $1.12M 0.01% +209 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; 2022Q3: 11,168 shares; 2022Q4: 10,940 shares; 2023Q1: 10,940 shares; 2023Q2: 14,337 shares; 2023Q3: 15,710 shares; 2023Q4: 16,127 shares; 2024Q1: 15,842 shares; 2024Q2: 16,998 shares 16,998 $1.11M 0.01% +1,156 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 30,228 shares; 2022Q4: 28,795 shares; 2023Q1: 28,795 shares; 2023Q2: 39,847 shares; 2023Q3: 43,174 shares; 2023Q4: 30,204 shares; 2024Q1: 34,033 shares; 2024Q2: 31,726 shares 31,726 $1.11M 0.01% -2,307 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; 2022Q3: 5,053 shares; 2022Q4: 4,838 shares; 2023Q1: 4,838 shares; 2023Q2: 5,048 shares; 2023Q3: 4,870 shares; 2023Q4: 4,802 shares; 2024Q1: 5,177 shares; 2024Q2: 4,718 shares 4,718 $1.1M 0.01% -459 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,430 shares; 2023Q3: 3,430 shares; 2023Q4: 3,470 shares; 2024Q1: 3,470 shares; 2024Q2: 3,470 shares 3,470 $1.09M 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 21,683 shares; 2022Q4: 20,282 shares; 2023Q1: 20,282 shares; 2023Q2: 19,256 shares; 2023Q3: 18,528 shares; 2023Q4: 18,750 shares; 2024Q1: 17,626 shares; 2024Q2: 17,277 shares 17,277 $1.09M 0.01% -349 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; 2022Q3: 8,244 shares; 2022Q4: 8,264 shares; 2023Q1: 8,264 shares; 2023Q2: 8,417 shares; 2023Q3: 8,308 shares; 2023Q4: 8,305 shares; 2024Q1: 8,305 shares; 2024Q2: 8,496 shares 8,496 $1.08M 0.01% +191 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; 2022Q3: 2,394 shares; 2022Q4: 2,266 shares; 2023Q1: 2,266 shares; 2023Q2: 2,256 shares; 2023Q3: 2,246 shares; 2023Q4: 2,393 shares; 2024Q1: 2,231 shares; 2024Q2: 2,208 shares 2,208 $1.08M 0.01% -23 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,584 shares; 2022Q4: 9,458 shares; 2023Q1: 9,458 shares; 2023Q2: 9,407 shares; 2023Q3: 9,256 shares; 2023Q4: 8,742 shares; 2024Q1: 8,182 shares; 2024Q2: 8,278 shares 8,278 $1.04M 0.01% +96 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 11,909 shares; 2022Q4: 12,219 shares; 2023Q1: 12,219 shares; 2023Q2: 12,465 shares; 2023Q3: 11,992 shares; 2023Q4: 12,016 shares; 2024Q1: 12,014 shares; 2024Q2: 10,478 shares 10,478 $1.03M 0.01% -1,536 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; 2022Q3: 77,357 shares; 2022Q4: 43,208 shares; 2023Q1: 43,208 shares; 2023Q2: 36,198 shares; 2023Q3: 30,035 shares; 2023Q4: 31,542 shares; 2024Q1: 24,785 shares; 2024Q2: 21,038 shares 21,038 $1.02M 0.01% -3,747 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 27,000 shares; 2022Q4: 31,105 shares; 2023Q1: 31,105 shares; 2023Q2: 31,000 shares; 2023Q3: 31,000 shares; 2023Q4: 31,000 shares; 2024Q1: 31,007 shares; 2024Q2: 31,362 shares 31,362 $1.02M 0.01% +355 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,705 shares; 2022Q4: 2,951 shares; 2023Q1: 2,951 shares; 2023Q2: 5,248 shares; 2023Q3: 5,453 shares; 2023Q4: 8,399 shares; 2024Q1: 7,659 shares; 2024Q2: 8,446 shares 8,446 $1.01M 0.01% +787 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,571 shares; 2022Q4: 1,891 shares; 2023Q1: 1,891 shares; 2023Q2: 1,965 shares; 2023Q3: 1,809 shares; 2023Q4: 1,794 shares; 2024Q1: 1,611 shares; 2024Q2: 1,854 shares 1,854 $1M 0.01% +243 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 12,469 shares; 2022Q4: 11,973 shares; 2023Q1: 11,973 shares; 2023Q2: 11,740 shares; 2023Q3: 34,793 shares; 2023Q4: 34,805 shares; 2024Q1: 25,021 shares; 2024Q2: 25,021 shares 25,021 $1M 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 75,819 shares; 2022Q4: 77,372 shares; 2023Q1: 77,372 shares; 2023Q2: 76,076 shares; 2023Q3: 79,731 shares; 2023Q4: 90,747 shares; 2024Q1: 84,095 shares; 2024Q2: 79,571 shares 79,571 $998K 0.01% -4,524 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 11,177 shares; 2022Q4: 10,396 shares; 2023Q1: 10,396 shares; 2023Q2: 13,225 shares; 2023Q3: 10,027 shares; 2023Q4: 6,831 shares; 2024Q1: 6,458 shares; 2024Q2: 6,547 shares 6,547 $985K 0.01% +89 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 48,269 shares; 2022Q4: 31,636 shares; 2023Q1: 31,636 shares; 2023Q2: 32,876 shares; 2023Q3: 29,574 shares; 2023Q4: 30,829 shares; 2024Q1: 30,829 shares; 2024Q2: 30,566 shares 30,566 $964K 0.01% -263 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 25,167 shares; 2022Q4: 24,172 shares; 2023Q1: 24,172 shares; 2023Q2: 28,493 shares; 2023Q3: 42,422 shares; 2023Q4: 37,771 shares; 2024Q1: 39,070 shares; 2024Q2: 44,905 shares 44,905 $951K 0.01% +5,835 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; 2022Q3: 1,880 shares; 2022Q4: 1,648 shares; 2023Q1: 1,648 shares; 2023Q2: 1,832 shares; 2023Q3: 1,822 shares; 2023Q4: 2,053 shares; 2024Q1: 2,408 shares; 2024Q2: 2,091 shares 2,091 $946K 0.01% -317 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,306 shares; 2022Q4: 1,277 shares; 2023Q1: 1,277 shares; 2023Q2: 1,436 shares; 2023Q3: 1,510 shares; 2023Q4: 1,761 shares; 2024Q1: 1,782 shares; 2024Q2: 2,011 shares 2,011 $943K 0.01% +229 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,798 shares; 2023Q3: 3,198 shares; 2023Q4: 4,611 shares; 2024Q1: 9,362 shares; 2024Q2: 9,359 shares 9,359 $941K 0.01% -3 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 46,846 shares; 2022Q4: 46,529 shares; 2023Q1: 46,529 shares; 2023Q2: 180,302 shares; 2023Q3: 148,128 shares; 2023Q4: 106,930 shares; 2024Q1: 36,355 shares; 2024Q2: 32,587 shares 32,587 $941K 0.01% -3,768 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 9,154 shares; 2022Q4: 8,830 shares; 2023Q1: 8,830 shares; 2023Q2: 9,434 shares; 2023Q3: 8,999 shares; 2023Q4: 9,334 shares; 2024Q1: 10,380 shares; 2024Q2: 10,350 shares 10,350 $925K 0.01% -30 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; 2022Q3: 19,278 shares; 2022Q4: 18,670 shares; 2023Q1: 18,670 shares; 2023Q2: 18,258 shares; 2023Q3: 18,550 shares; 2023Q4: 17,607 shares; 2024Q1: 17,859 shares; 2024Q2: 22,412 shares 22,412 $921K 0.01% +4,553 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 25,749 shares; 2022Q4: 31,101 shares; 2023Q1: 31,101 shares; 2023Q2: 30,757 shares; 2023Q3: 24,846 shares; 2023Q4: 17,145 shares; 2024Q1: 18,417 shares; 2024Q2: 17,616 shares 17,616 $916K 0.01% -801 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 34,277 shares; 2022Q4: 35,450 shares; 2023Q1: 35,450 shares; 2023Q2: 69,913 shares; 2023Q3: 70,034 shares; 2023Q4: 50,083 shares; 2024Q1: 50,952 shares; 2024Q2: 45,686 shares 45,686 $912K 0.01% -5,266 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 14,742 shares; 2023Q1: 14,742 shares; 2023Q2: 17,781 shares; 2023Q3: 17,965 shares; 2023Q4: 18,570 shares; 2024Q1: 18,592 shares; 2024Q2: 18,640 shares 18,640 $909K 0.01% +48 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 38,543 shares; 2022Q4: 34,864 shares; 2023Q1: 34,864 shares; 2023Q2: 33,193 shares; 2023Q3: 33,249 shares; 2023Q4: 33,411 shares; 2024Q1: 33,018 shares; 2024Q2: 33,730 shares 33,730 $900K 0.01% +712 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; 2022Q3: 5,170 shares; 2022Q4: 4,238 shares; 2023Q1: 4,238 shares; 2023Q2: 4,000 shares; 2023Q3: 4,341 shares; 2023Q4: 4,054 shares; 2024Q1: 4,253 shares; 2024Q2: 4,423 shares 4,423 $899K 0.01% +170 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,116 shares; 2022Q4: 3,083 shares; 2023Q1: 3,083 shares; 2023Q2: 4,183 shares; 2023Q3: 3,377 shares; 2023Q4: 3,366 shares; 2024Q1: 3,202 shares; 2024Q2: 5,258 shares 5,258 $888K 0.01% +2,056 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 11,460 shares; 2022Q4: 10,710 shares; 2023Q1: 10,710 shares; 2023Q2: 10,710 shares; 2023Q3: 10,710 shares; 2023Q4: 10,944 shares; 2024Q1: 10,710 shares; 2024Q2: 10,710 shares 10,710 $887K 0.01% 0 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 28,284 shares; 2022Q4: 28,284 shares; 2023Q1: 28,284 shares; 2023Q2: 29,554 shares; 2023Q3: 29,554 shares; 2023Q4: 29,189 shares; 2024Q1: 29,743 shares; 2024Q2: 30,148 shares 30,148 $881K 0.01% +405 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,850 shares; 2022Q4: 1,746 shares; 2023Q1: 1,746 shares; 2023Q2: 2,406 shares; 2023Q3: 2,477 shares; 2023Q4: 2,447 shares; 2024Q1: 2,658 shares; 2024Q2: 2,582 shares 2,582 $879K 0.01% -76 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 12,206 shares; 2022Q4: 9,351 shares; 2023Q1: 9,351 shares; 2023Q2: 5,179 shares; 2023Q3: 4,882 shares; 2023Q4: 10,374 shares; 2024Q1: 17,295 shares; 2024Q2: 8,999 shares 8,999 $874K 0.01% -8,296 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 22,179 shares; 2023Q3: 24,723 shares; 2023Q4: 21,430 shares; 2024Q1: 25,027 shares; 2024Q2: 26,258 shares 26,258 $865K 0.01% +1,231 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 25,095 shares; 2022Q4: 37,952 shares; 2023Q1: 37,952 shares; 2023Q2: 45,540 shares; 2023Q3: 36,974 shares; 2023Q4: 27,703 shares; 2024Q1: 32,859 shares; 2024Q2: 37,054 shares 37,054 $861K 0.01% +4,195 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,253 shares; 2022Q4: 2,018 shares; 2023Q1: 2,018 shares; 2023Q2: 1,541 shares; 2023Q3: 1,461 shares; 2023Q4: 1,430 shares; 2024Q1: 1,555 shares; 2024Q2: 1,661 shares 1,661 $858K 0.01% +106 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; 2022Q3: 3,237 shares; 2022Q4: 3,178 shares; 2023Q1: 3,178 shares; 2023Q2: 3,200 shares; 2023Q3: 3,203 shares; 2023Q4: 3,225 shares; 2024Q1: 3,273 shares; 2024Q2: 4,323 shares 4,323 $850K 0.01% +1,050 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,680 shares; 2023Q3: 8,680 shares; 2023Q4: 8,680 shares; 2024Q1: 8,680 shares; 2024Q2: 8,680 shares 8,680 $849K 0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,607 shares; 2022Q4: 4,600 shares; 2023Q1: 4,600 shares; 2023Q2: 7,817 shares; 2023Q3: 8,239 shares; 2023Q4: 8,760 shares; 2024Q1: 7,954 shares; 2024Q2: 7,943 shares 7,943 $848K 0.01% -11 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 975 shares; 2022Q4: 1,004 shares; 2023Q1: 1,004 shares; 2023Q2: 998 shares; 2023Q3: 1,003 shares; 2023Q4: 1,024 shares; 2024Q1: 1,041 shares; 2024Q2: 803 shares 803 $848K 0.01% -238 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,734 shares; 2023Q3: 1,536 shares; 2023Q4: 1,359 shares; 2024Q1: 1,615 shares; 2024Q2: 2,209 shares 2,209 $847K 0.01% +594 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 26,984 shares; 2022Q4: 25,759 shares; 2023Q1: 25,759 shares; 2023Q2: 28,490 shares; 2023Q3: 28,667 shares; 2023Q4: 24,079 shares; 2024Q1: 21,674 shares; 2024Q2: 20,070 shares 20,070 $833K 0.01% -1,604 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 19,789 shares; 2022Q4: 23,283 shares; 2023Q1: 23,283 shares; 2023Q2: 23,438 shares; 2023Q3: 23,260 shares; 2023Q4: 23,662 shares; 2024Q1: 23,619 shares; 2024Q2: 24,007 shares 24,007 $831K 0.01% +388 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,659 shares; 2022Q4: 3,659 shares; 2023Q1: 3,659 shares; 2023Q2: 3,702 shares; 2023Q3: 3,702 shares; 2023Q4: 3,702 shares; 2024Q1: 3,702 shares; 2024Q2: 4,522 shares 4,522 $829K 0.01% +820 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; 2022Q3: 3,529 shares; 2022Q4: 3,831 shares; 2023Q1: 3,831 shares; 2023Q2: 3,970 shares; 2023Q3: 3,983 shares; 2023Q4: 4,170 shares; 2024Q1: 4,053 shares; 2024Q2: 3,923 shares 3,923 $827K 0.01% -130 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,405 shares; 2022Q4: 2,505 shares; 2023Q1: 2,505 shares; 2023Q2: 3,935 shares; 2023Q3: 3,616 shares; 2023Q4: 3,679 shares; 2024Q1: 5,258 shares; 2024Q2: 4,748 shares 4,748 $823K 0.01% -510 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,140 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 14,995 shares; 2023Q3: 15,125 shares; 2023Q4: 11,333 shares; 2024Q1: 4,259 shares; 2024Q2: 3,997 shares 3,997 $819K 0.01% -262 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 811 shares; 2022Q4: 777 shares; 2023Q1: 777 shares; 2023Q2: 867 shares; 2023Q3: 798 shares; 2023Q4: 875 shares; 2024Q1: 893 shares; 2024Q2: 908 shares 908 $819K 0.01% +15 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,461 shares; 2022Q4: 5,429 shares; 2023Q1: 5,429 shares; 2023Q2: 5,245 shares; 2023Q3: 5,546 shares; 2023Q4: 8,049 shares; 2024Q1: 8,693 shares; 2024Q2: 10,383 shares 10,383 $818K 0.01% +1,690 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,750 shares; 2023Q4: 2,831 shares; 2024Q1: 10,403 shares; 2024Q2: 8,122 shares 8,122 $818K 0.01% -2,281 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; 2022Q3: 12,192 shares; 2022Q4: 11,707 shares; 2023Q1: 11,707 shares; 2023Q2: 10,158 shares; 2023Q3: 8,918 shares; 2023Q4: 12,208 shares; 2024Q1: 11,870 shares; 2024Q2: 13,824 shares 13,824 $816K 0.01% +1,954 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 46,217 shares; 2022Q4: 46,217 shares; 2023Q1: 46,217 shares; 2023Q2: 46,156 shares; 2023Q3: 45,371 shares; 2023Q4: 58,924 shares; 2024Q1: 58,924 shares; 2024Q2: 58,946 shares 58,946 $814K 0.01% +22 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 15,307 shares; 2022Q4: 14,596 shares; 2023Q1: 14,596 shares; 2023Q2: 7,374 shares; 2023Q3: 8,932 shares; 2023Q4: 13,264 shares; 2024Q1: 16,180 shares; 2024Q2: 22,841 shares 22,841 $813K 0.01% +6,661 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 15,205 shares; 2022Q4: 13,474 shares; 2023Q1: 13,474 shares; 2023Q2: 16,670 shares; 2023Q3: 20,633 shares; 2023Q4: 18,366 shares; 2024Q1: 22,943 shares; 2024Q2: 22,390 shares 22,390 $808K 0.01% -553 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,329 shares; 2022Q4: 4,187 shares; 2023Q1: 4,187 shares; 2023Q2: 4,149 shares; 2023Q3: 4,149 shares; 2023Q4: 4,149 shares; 2024Q1: 4,049 shares; 2024Q2: 4,049 shares 4,049 $799K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 15,798 shares; 2022Q4: 14,179 shares; 2023Q1: 14,179 shares; 2023Q2: 14,357 shares; 2023Q3: 12,855 shares; 2023Q4: 13,243 shares; 2024Q1: 13,280 shares; 2024Q2: 12,566 shares 12,566 $795K 0.01% -714 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,834 shares; 2022Q4: 2,570 shares; 2023Q1: 2,570 shares; 2023Q2: 3,123 shares; 2023Q3: 2,955 shares; 2023Q4: 3,538 shares; 2024Q1: 3,667 shares; 2024Q2: 3,515 shares 3,515 $789K 0.01% -152 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 24,663 shares; 2023Q3: 29,878 shares; 2023Q4: 32,861 shares; 2024Q1: 31,775 shares; 2024Q2: 30,765 shares 30,765 $779K 0.01% -1,010 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 10,494 shares; 2022Q4: 10,332 shares; 2023Q1: 10,332 shares; 2023Q2: 11,621 shares; 2023Q3: 12,952 shares; 2023Q4: 13,320 shares; 2024Q1: 14,355 shares; 2024Q2: 14,627 shares 14,627 $776K 0.01% +272 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; 2022Q3: 4,459 shares; 2022Q4: 4,590 shares; 2023Q1: 4,590 shares; 2023Q2: not reported; 2023Q3: 3,543 shares; 2023Q4: 3,931 shares; 2024Q1: 4,642 shares; 2024Q2: 5,893 shares 5,893 $775K 0.01% +1,251 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,108 shares; 2022Q4: 2,042 shares; 2023Q1: 2,042 shares; 2023Q2: 2,290 shares; 2023Q3: 2,219 shares; 2023Q4: 2,233 shares; 2024Q1: 2,244 shares; 2024Q2: 4,250 shares 4,250 $767K 0.01% +2,006 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 11,117 shares; 2022Q4: 9,619 shares; 2023Q1: 9,619 shares; 2023Q2: 13,954 shares; 2023Q3: 14,269 shares; 2023Q4: 14,206 shares; 2024Q1: 14,537 shares; 2024Q2: 15,198 shares 15,198 $759K 0.01% +661 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,978 shares; 2022Q4: 5,636 shares; 2023Q1: 5,636 shares; 2023Q2: 6,063 shares; 2023Q3: 6,063 shares; 2023Q4: 6,807 shares; 2024Q1: 6,715 shares; 2024Q2: 6,715 shares 6,715 $755K 0.01% 0 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; 2022Q3: not reported; 2022Q4: 2,228 shares; 2023Q1: 2,228 shares; 2023Q2: 2,456 shares; 2023Q3: 5,572 shares; 2023Q4: 6,340 shares; 2024Q1: 6,195 shares; 2024Q2: 5,257 shares 5,257 $750K 0.01% -938 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,248 shares; 2022Q4: 1,298 shares; 2023Q1: 1,298 shares; 2023Q2: 1,018 shares; 2023Q3: 956 shares; 2023Q4: 880 shares; 2024Q1: 885 shares; 2024Q2: 946 shares 946 $745K 0.01% +61 HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 22,940 shares; 2024Q1: 21,962 shares; 2024Q2: 22,028 shares 22,028 $744K 0.01% +66 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,262 shares; 2022Q4: 5,204 shares; 2023Q1: 5,204 shares; 2023Q2: 5,750 shares; 2023Q3: 5,817 shares; 2023Q4: 6,082 shares; 2024Q1: 6,091 shares; 2024Q2: 6,277 shares 6,277 $736K 0.01% +186 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 7,957 shares; 2023Q1: 7,957 shares; 2023Q2: 7,948 shares; 2023Q3: 10,600 shares; 2023Q4: 8,483 shares; 2024Q1: 10,367 shares; 2024Q2: 11,065 shares 11,065 $731K 0.01% +698 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 736 shares; 2023Q3: 744 shares; 2023Q4: 743 shares; 2024Q1: 1,981 shares; 2024Q2: 1,999 shares 1,999 $731K 0.01% +18 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,436 shares; 2022Q4: 2,803 shares; 2023Q1: 2,803 shares; 2023Q2: 2,884 shares; 2023Q3: 2,892 shares; 2023Q4: 2,641 shares; 2024Q1: 2,586 shares; 2024Q2: 2,856 shares 2,856 $729K 0.01% +270 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,888 shares; 2022Q4: 10,827 shares; 2023Q1: 10,827 shares; 2023Q2: 10,440 shares; 2023Q3: 16,431 shares; 2023Q4: 9,458 shares; 2024Q1: 13,659 shares; 2024Q2: 17,036 shares 17,036 $724K 0.01% +3,377 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,806 shares; 2022Q4: 5,066 shares; 2023Q1: 5,066 shares; 2023Q2: 5,869 shares; 2023Q3: 4,949 shares; 2023Q4: 4,828 shares; 2024Q1: 4,786 shares; 2024Q2: 5,292 shares 5,292 $724K 0.01% +506 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,097 shares; 2022Q4: 3,487 shares; 2023Q1: 3,487 shares; 2023Q2: 7,234 shares; 2023Q3: 6,773 shares; 2023Q4: 5,153 shares; 2024Q1: 4,371 shares; 2024Q2: 3,707 shares 3,707 $722K 0.01% -664 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 30,265 shares; 2022Q4: 30,775 shares; 2023Q1: 30,775 shares; 2023Q2: 31,103 shares; 2023Q3: 31,048 shares; 2023Q4: 30,561 shares; 2024Q1: 32,850 shares; 2024Q2: 36,843 shares 36,843 $722K 0.01% +3,993 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,522 shares; 2022Q4: 7,522 shares; 2023Q1: 7,522 shares; 2023Q2: 7,522 shares; 2023Q3: 7,522 shares; 2023Q4: 7,654 shares; 2024Q1: 5,436 shares; 2024Q2: 5,436 shares 5,436 $719K 0.01% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,807 shares; 2024Q1: 11,843 shares; 2024Q2: 19,004 shares 19,004 $718K 0.01% +7,161 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 512 shares 512 $716K 0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 12,556 shares; 2022Q4: 10,645 shares; 2023Q1: 10,645 shares; 2023Q2: 11,405 shares; 2023Q3: 10,785 shares; 2023Q4: 10,713 shares; 2024Q1: 11,012 shares; 2024Q2: 10,549 shares 10,549 $704K 0.01% -463 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,821 shares; 2022Q4: 6,302 shares; 2023Q1: 6,302 shares; 2023Q2: 6,616 shares; 2023Q3: 6,001 shares; 2023Q4: 7,771 shares; 2024Q1: 8,026 shares; 2024Q2: 8,987 shares 8,987 $701K 0.01% +961 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25,551 shares 25,551 $700K 0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 19,965 shares; 2022Q4: 20,312 shares; 2023Q1: 20,312 shares; 2023Q2: 16,218 shares; 2023Q3: 16,218 shares; 2023Q4: 16,218 shares; 2024Q1: 30,695 shares; 2024Q2: 38,695 shares 38,695 $691K 0.01% +8,000 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 12,239 shares; 2022Q4: 12,234 shares; 2023Q1: 12,234 shares; 2023Q2: 12,270 shares; 2023Q3: 12,285 shares; 2023Q4: 12,292 shares; 2024Q1: 12,956 shares; 2024Q2: 10,780 shares 10,780 $691K 0.01% -2,176 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,509 shares; 2022Q4: 5,163 shares; 2023Q1: 5,163 shares; 2023Q2: 5,231 shares; 2023Q3: 5,262 shares; 2023Q4: 5,108 shares; 2024Q1: 6,068 shares; 2024Q2: 5,820 shares 5,820 $690K 0.01% -248 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,977 shares; 2022Q4: 8,831 shares; 2023Q1: 8,831 shares; 2023Q2: 8,573 shares; 2023Q3: 8,433 shares; 2023Q4: 8,016 shares; 2024Q1: 7,679 shares; 2024Q2: 7,810 shares 7,810 $688K 0.01% +131 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 10,919 shares; 2022Q4: 11,226 shares; 2023Q1: 11,226 shares; 2023Q2: 10,780 shares; 2023Q3: 11,502 shares; 2023Q4: 7,798 shares; 2024Q1: 11,747 shares; 2024Q2: 10,147 shares 10,147 $680K 0.01% -1,600 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 11,830 shares; 2022Q4: 11,482 shares; 2023Q1: 11,482 shares; 2023Q2: 11,870 shares; 2023Q3: 10,962 shares; 2023Q4: 7,466 shares; 2024Q1: 7,706 shares; 2024Q2: 10,648 shares 10,648 $676K 0.01% +2,942 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,509 shares; 2022Q4: 2,548 shares; 2023Q1: 2,548 shares; 2023Q2: 2,664 shares; 2023Q3: 2,540 shares; 2023Q4: 2,776 shares; 2024Q1: 2,734 shares; 2024Q2: 2,617 shares 2,617 $675K 0.01% -117 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; 2022Q3: 14,795 shares; 2022Q4: 13,238 shares; 2023Q1: 13,238 shares; 2023Q2: 16,616 shares; 2023Q3: 12,663 shares; 2023Q4: 13,128 shares; 2024Q1: 12,960 shares; 2024Q2: 9,363 shares 9,363 $675K 0.01% -3,597 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; 2022Q3: 4,503 shares; 2022Q4: 4,613 shares; 2023Q1: 4,613 shares; 2023Q2: 4,411 shares; 2023Q3: 4,244 shares; 2023Q4: 5,735 shares; 2024Q1: 4,996 shares; 2024Q2: 4,620 shares 4,620 $673K 0.01% -376 Timeline UDMY UDEMY INC More: the full row for UDEMY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 77,953 shares; 2023Q4: 77,953 shares; 2024Q1: 77,953 shares; 2024Q2: 77,953 shares 77,953 $673K 0.01% 0 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 10,281 shares; 2022Q4: 8,533 shares; 2023Q1: 8,533 shares; 2023Q2: 9,964 shares; 2023Q3: 9,994 shares; 2023Q4: 9,070 shares; 2024Q1: 8,772 shares; 2024Q2: 8,718 shares 8,718 $671K 0.01% -54 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,255 shares; 2022Q4: 1,269 shares; 2023Q1: 1,269 shares; 2023Q2: 3,816 shares; 2023Q3: 2,481 shares; 2023Q4: 2,411 shares; 2024Q1: 2,777 shares; 2024Q2: 3,272 shares 3,272 $664K 0.01% +495 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 40,348 shares; 2022Q4: 37,692 shares; 2023Q1: 37,692 shares; 2023Q2: 37,576 shares; 2023Q3: 37,642 shares; 2023Q4: 38,073 shares; 2024Q1: 38,117 shares; 2024Q2: 38,326 shares 38,326 $657K 0.01% +209 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,890 shares; 2022Q4: 6,630 shares; 2023Q1: 6,630 shares; 2023Q2: 7,353 shares; 2023Q3: 8,002 shares; 2023Q4: 7,499 shares; 2024Q1: 7,632 shares; 2024Q2: 8,139 shares 8,139 $655K 0.01% +507 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 821 shares; 2022Q4: 807 shares; 2023Q1: 807 shares; 2023Q2: 849 shares; 2023Q3: 2,136 shares; 2023Q4: 2,270 shares; 2024Q1: 2,221 shares; 2024Q2: 2,226 shares 2,226 $654K 0.01% +5 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 53,869 shares; 2024Q1: 61,304 shares; 2024Q2: 67,427 shares 67,427 $652K 0.01% +6,123 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,343 shares; 2022Q4: 7,484 shares; 2023Q1: 7,484 shares; 2023Q2: 6,197 shares; 2023Q3: 6,255 shares; 2023Q4: 17,486 shares; 2024Q1: 14,222 shares; 2024Q2: 9,376 shares 9,376 $650K 0.01% -4,846 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,209 shares; 2022Q4: 6,176 shares; 2023Q1: 6,176 shares; 2023Q2: 5,258 shares; 2023Q3: 5,189 shares; 2023Q4: 4,759 shares; 2024Q1: 4,531 shares; 2024Q2: 4,565 shares 4,565 $636K 0.01% +34 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 50,091 shares; 2022Q4: 50,092 shares; 2023Q1: 50,092 shares; 2023Q2: 50,091 shares; 2023Q3: 50,091 shares; 2023Q4: 50,091 shares; 2024Q1: 50,091 shares; 2024Q2: 50,091 shares 50,091 $632K 0.01% 0 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,178 shares; 2022Q4: 4,178 shares; 2023Q1: 4,178 shares; 2023Q2: 4,179 shares; 2023Q3: 4,211 shares; 2023Q4: 4,183 shares; 2024Q1: 4,205 shares; 2024Q2: 4,328 shares 4,328 $632K 0.01% +123 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,305 shares; 2022Q4: 5,243 shares; 2023Q1: 5,243 shares; 2023Q2: 4,770 shares; 2023Q3: 4,368 shares; 2023Q4: 4,356 shares; 2024Q1: 5,143 shares; 2024Q2: 5,223 shares 5,223 $631K 0.01% +80 Timeline GWX 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; 2022Q3: 21,638 shares; 2022Q4: 23,720 shares; 2023Q1: 23,720 shares; 2023Q2: 23,720 shares; 2023Q3: 22,513 shares; 2023Q4: 22,514 shares; 2024Q1: 23,072 shares; 2024Q2: 19,826 shares 19,826 $629K 0.01% -3,246 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 45,071 shares; 2024Q1: 14,622 shares; 2024Q2: 13,151 shares 13,151 $623K 0.01% -1,471 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,635 shares; 2022Q4: 9,302 shares; 2023Q1: 9,302 shares; 2023Q2: 7,898 shares; 2023Q3: 7,898 shares; 2023Q4: 7,159 shares; 2024Q1: 9,153 shares; 2024Q2: 8,058 shares 8,058 $617K 0.01% -1,095 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,527 shares; 2022Q4: 8,670 shares; 2023Q1: 8,670 shares; 2023Q2: 11,052 shares; 2023Q3: 10,764 shares; 2023Q4: 10,555 shares; 2024Q1: 9,631 shares; 2024Q2: 9,755 shares 9,755 $615K 0.01% +124 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,489 shares; 2024Q1: 1,656 shares; 2024Q2: 4,354 shares 4,354 $614K 0.01% +2,698 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; 2022Q3: 16,881 shares; 2022Q4: 19,566 shares; 2023Q1: 19,566 shares; 2023Q2: 20,916 shares; 2023Q3: 21,398 shares; 2023Q4: 14,556 shares; 2024Q1: 12,461 shares; 2024Q2: 12,510 shares 12,510 $613K 0.01% +49 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,453 shares; 2023Q4: 14,453 shares; 2024Q1: 14,453 shares; 2024Q2: 14,453 shares 14,453 $608K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 639 shares; 2022Q4: 640 shares; 2023Q1: 640 shares; 2023Q2: 708 shares; 2023Q3: 683 shares; 2023Q4: 689 shares; 2024Q1: 700 shares; 2024Q2: 730 shares 730 $600K 0.01% +30 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,657 shares; 2022Q4: 6,475 shares; 2023Q1: 6,475 shares; 2023Q2: 4,924 shares; 2023Q3: 5,070 shares; 2023Q4: 5,839 shares; 2024Q1: 6,997 shares; 2024Q2: 6,094 shares 6,094 $592K 0.01% -903 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,752 shares; 2022Q4: 3,341 shares; 2023Q1: 3,341 shares; 2023Q2: 3,027 shares; 2023Q3: 2,961 shares; 2023Q4: 2,967 shares; 2024Q1: 2,970 shares; 2024Q2: 4,072 shares 4,072 $592K 0.01% +1,102 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,296 shares; 2022Q4: 5,018 shares; 2023Q1: 5,018 shares; 2023Q2: 7,970 shares; 2023Q3: 7,666 shares; 2023Q4: 7,795 shares; 2024Q1: 7,794 shares; 2024Q2: 8,023 shares 8,023 $591K 0.01% +229 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 10,556 shares; 2022Q4: 8,182 shares; 2023Q1: 8,182 shares; 2023Q2: 8,513 shares; 2023Q3: 8,248 shares; 2023Q4: 8,520 shares; 2024Q1: 7,874 shares; 2024Q2: 9,623 shares 9,623 $582K 0.01% +1,749 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; 2022Q3: 8,307 shares; 2022Q4: 8,284 shares; 2023Q1: 8,284 shares; 2023Q2: 7,303 shares; 2023Q3: 6,391 shares; 2023Q4: 7,339 shares; 2024Q1: 7,937 shares; 2024Q2: 7,588 shares 7,588 $581K 0.01% -349 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; 2022Q3: not reported; 2022Q4: 994 shares; 2023Q1: 994 shares; 2023Q2: 1,521 shares; 2023Q3: 1,582 shares; 2023Q4: 2,061 shares; 2024Q1: 1,971 shares; 2024Q2: 2,151 shares 2,151 $581K 0.01% +180 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,627 shares; 2022Q4: 2,653 shares; 2023Q1: 2,653 shares; 2023Q2: 3,569 shares; 2023Q3: 7,122 shares; 2023Q4: 7,119 shares; 2024Q1: 7,399 shares; 2024Q2: 7,605 shares 7,605 $578K 0.01% +206 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 184 shares; 2022Q4: 184 shares; 2023Q1: 184 shares; 2023Q2: 182 shares; 2023Q3: 182 shares; 2023Q4: 183 shares; 2024Q1: 189 shares; 2024Q2: 195 shares 195 $578K 0.01% +6 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,636 shares; 2022Q4: 4,303 shares; 2023Q1: 4,303 shares; 2023Q2: 4,245 shares; 2023Q3: 4,285 shares; 2023Q4: 4,057 shares; 2024Q1: 8,067 shares; 2024Q2: 7,966 shares 7,966 $575K 0.01% -101 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 13,979 shares; 2022Q4: 13,979 shares; 2023Q1: 13,979 shares; 2023Q2: 20,858 shares; 2023Q3: 20,858 shares; 2023Q4: 21,047 shares; 2024Q1: 18,112 shares; 2024Q2: 18,174 shares 18,174 $566K 0.01% +62 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; 2022Q3: 993 shares; 2022Q4: 981 shares; 2023Q1: 981 shares; 2023Q2: 858 shares; 2023Q3: 858 shares; 2023Q4: 1,135 shares; 2024Q1: 1,141 shares; 2024Q2: 1,275 shares 1,275 $556K 0.01% +134 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,375 shares; 2022Q4: 3,647 shares; 2023Q1: 3,647 shares; 2023Q2: 3,850 shares; 2023Q3: 3,712 shares; 2023Q4: 4,074 shares; 2024Q1: 3,510 shares; 2024Q2: 3,510 shares 3,510 $555K 0.01% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,700 shares; 2022Q4: 6,700 shares; 2023Q1: 6,700 shares; 2023Q2: 6,700 shares; 2023Q3: 6,700 shares; 2023Q4: 6,700 shares; 2024Q1: 6,714 shares; 2024Q2: 6,813 shares 6,813 $555K 0.01% +99 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,950 shares; 2022Q4: 10,177 shares; 2023Q1: 10,177 shares; 2023Q2: 14,313 shares; 2023Q3: 15,583 shares; 2023Q4: 12,031 shares; 2024Q1: 12,676 shares; 2024Q2: 11,646 shares 11,646 $552K 0.01% -1,030 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 1,485 shares; 2023Q1: 1,485 shares; 2023Q2: 2,088 shares; 2023Q3: 2,139 shares; 2023Q4: 2,116 shares; 2024Q1: 2,267 shares; 2024Q2: 2,169 shares 2,169 $551K 0.01% -98 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 22,750 shares; 2022Q4: 23,479 shares; 2023Q1: 23,479 shares; 2023Q2: 22,129 shares; 2023Q3: 21,271 shares; 2023Q4: 22,949 shares; 2024Q1: 21,961 shares; 2024Q2: 20,669 shares 20,669 $550K 0.01% -1,292 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,616 shares; 2022Q4: 3,689 shares; 2023Q1: 3,689 shares; 2023Q2: 4,044 shares; 2023Q3: 5,228 shares; 2023Q4: 5,203 shares; 2024Q1: 5,175 shares; 2024Q2: 5,618 shares 5,618 $550K 0.01% +443 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 12,008 shares; 2022Q4: 8,352 shares; 2023Q1: 8,352 shares; 2023Q2: 16,483 shares; 2023Q3: 16,931 shares; 2023Q4: 16,102 shares; 2024Q1: 14,721 shares; 2024Q2: 14,243 shares 14,243 $548K 0.01% -478 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,854 shares; 2022Q4: 6,691 shares; 2023Q1: 6,691 shares; 2023Q2: 6,749 shares; 2023Q3: 6,987 shares; 2023Q4: 7,223 shares; 2024Q1: 8,425 shares; 2024Q2: 8,210 shares 8,210 $547K 0.01% -215 DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,968 shares; 2024Q1: 3,921 shares; 2024Q2: 3,964 shares 3,964 $547K 0.01% +43 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,245 shares; 2022Q4: 7,393 shares; 2023Q1: 7,393 shares; 2023Q2: 8,185 shares; 2023Q3: 10,449 shares; 2023Q4: 9,874 shares; 2024Q1: 9,941 shares; 2024Q2: 10,075 shares 10,075 $543K 0.01% +134 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,522 shares; 2023Q3: 1,522 shares; 2023Q4: 1,890 shares; 2024Q1: 1,966 shares; 2024Q2: 2,076 shares 2,076 $541K 0.01% +110 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 25,346 shares; 2022Q4: 34,444 shares; 2023Q1: 34,444 shares; 2023Q2: 20,577 shares; 2023Q3: 21,545 shares; 2023Q4: 11,709 shares; 2024Q1: 11,744 shares; 2024Q2: 12,247 shares 12,247 $540K 0.01% +503 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 1,826 shares; 2022Q4: 1,817 shares; 2023Q1: 1,817 shares; 2023Q2: 1,868 shares; 2023Q3: 1,820 shares; 2023Q4: 1,847 shares; 2024Q1: 1,957 shares; 2024Q2: 767 shares 767 $537K 0.01% -1,190 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; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,130 shares 3,130 $537K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 999 shares; 2023Q1: 999 shares; 2023Q2: 1,056 shares; 2023Q3: 1,145 shares; 2023Q4: 1,115 shares; 2024Q1: 1,171 shares; 2024Q2: 1,384 shares 1,384 $534K 0.01% +213 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; 2022Q3: 3,271 shares; 2022Q4: 3,116 shares; 2023Q1: 3,116 shares; 2023Q2: 2,993 shares; 2023Q3: 2,993 shares; 2023Q4: 2,993 shares; 2024Q1: 2,993 shares; 2024Q2: 2,993 shares 2,993 $526K 0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 31,910 shares; 2022Q4: 31,210 shares; 2023Q1: 31,210 shares; 2023Q2: 31,162 shares; 2023Q3: 31,214 shares; 2023Q4: 31,162 shares; 2024Q1: 31,160 shares; 2024Q2: 32,169 shares 32,169 $523K 0.01% +1,009 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,107 shares; 2022Q4: 5,203 shares; 2023Q1: 5,203 shares; 2023Q2: 3,712 shares; 2023Q3: 3,680 shares; 2023Q4: 3,909 shares; 2024Q1: 3,971 shares; 2024Q2: 3,997 shares 3,997 $516K 0.01% +26 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,570 shares; 2022Q4: 5,643 shares; 2023Q1: 5,643 shares; 2023Q2: 5,643 shares; 2023Q3: 5,685 shares; 2023Q4: 5,630 shares; 2024Q1: 4,993 shares; 2024Q2: 4,993 shares 4,993 $516K 0.01% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 18,500 shares; 2023Q1: 18,500 shares; 2023Q2: 18,500 shares; 2023Q3: 18,500 shares; 2023Q4: 18,500 shares; 2024Q1: 18,500 shares; 2024Q2: 18,500 shares 18,500 $515K 0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,041 shares; 2022Q4: 6,830 shares; 2023Q1: 6,830 shares; 2023Q2: 6,156 shares; 2023Q3: 5,221 shares; 2023Q4: 4,721 shares; 2024Q1: 4,232 shares; 2024Q2: 3,866 shares 3,866 $511K 0.01% -366 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 900 shares; 2023Q3: 900 shares; 2023Q4: 900 shares; 2024Q1: 5,400 shares; 2024Q2: 5,400 shares 5,400 $509K 0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,034 shares; 2024Q2: 7,144 shares 7,144 $507K 0.01% +110 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,564 shares; 2022Q4: 2,689 shares; 2023Q1: 2,689 shares; 2023Q2: 2,672 shares; 2023Q3: 13,356 shares; 2023Q4: 14,450 shares; 2024Q1: 13,356 shares; 2024Q2: 13,356 shares 13,356 $507K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,237 shares; 2022Q4: 3,122 shares; 2023Q1: 3,122 shares; 2023Q2: 3,154 shares; 2023Q3: 3,284 shares; 2023Q4: 3,224 shares; 2024Q1: 3,318 shares; 2024Q2: 3,324 shares 3,324 $503K 0.01% +6 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,260 shares; 2022Q4: 4,139 shares; 2023Q1: 4,139 shares; 2023Q2: 4,409 shares; 2023Q3: 4,492 shares; 2023Q4: 4,426 shares; 2024Q1: 4,560 shares; 2024Q2: 4,604 shares 4,604 $500K 0.01% +44 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 5,078 shares; 2022Q4: 15,886 shares; 2023Q1: 15,886 shares; 2023Q2: 17,292 shares; 2023Q3: 16,059 shares; 2023Q4: 10,225 shares; 2024Q1: 10,257 shares; 2024Q2: 9,943 shares 9,943 $492K 0.01% -314 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 11,769 shares; 2022Q4: 4,308 shares; 2023Q1: 4,308 shares; 2023Q2: 4,276 shares; 2023Q3: 4,609 shares; 2023Q4: 26,899 shares; 2024Q1: 15,748 shares; 2024Q2: 8,495 shares 8,495 $489K 0.01% -7,253 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,014 shares; 2022Q4: 3,583 shares; 2023Q1: 3,583 shares; 2023Q2: 4,563 shares; 2023Q3: 4,314 shares; 2023Q4: 3,402 shares; 2024Q1: 3,593 shares; 2024Q2: 3,608 shares 3,608 $489K 0.01% +15 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 16,234 shares; 2022Q4: 16,265 shares; 2023Q1: 16,265 shares; 2023Q2: 14,400 shares; 2023Q3: 14,446 shares; 2023Q4: 14,467 shares; 2024Q1: 14,378 shares; 2024Q2: 28,021 shares 28,021 $489K 0.01% +13,643 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,781 shares; 2022Q4: 3,808 shares; 2023Q1: 3,808 shares; 2023Q2: 3,578 shares; 2023Q3: 3,675 shares; 2023Q4: 3,537 shares; 2024Q1: 3,251 shares; 2024Q2: 3,251 shares 3,251 $489K 0.01% 0 CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,285 shares; 2023Q3: 4,318 shares; 2023Q4: 4,280 shares; 2024Q1: 4,281 shares; 2024Q2: 4,453 shares 4,453 $488K 0.01% +172 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 10,123 shares; 2022Q4: 10,123 shares; 2023Q1: 10,123 shares; 2023Q2: 10,123 shares; 2023Q3: 10,123 shares; 2023Q4: 10,123 shares; 2024Q1: 10,000 shares; 2024Q2: 10,131 shares 10,131 $485K 0.01% +131 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: 434 shares; 2023Q1: 434 shares; 2023Q2: 434 shares; 2023Q3: 435 shares; 2023Q4: 438 shares; 2024Q1: 438 shares; 2024Q2: 446 shares 446 $484K 0.01% +8 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,765 shares; 2022Q4: 3,834 shares; 2023Q1: 3,834 shares; 2023Q2: 3,818 shares; 2023Q3: 3,832 shares; 2023Q4: 3,839 shares; 2024Q1: 5,166 shares; 2024Q2: 5,167 shares 5,167 $481K <0.01% +1 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 8,060 shares; 2022Q4: 7,877 shares; 2023Q1: 7,877 shares; 2023Q2: 8,910 shares; 2023Q3: 8,353 shares; 2023Q4: 8,025 shares; 2024Q1: 8,125 shares; 2024Q2: 8,301 shares 8,301 $479K <0.01% +176 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; 2022Q3: 3,807 shares; 2022Q4: 3,496 shares; 2023Q1: 3,496 shares; 2023Q2: 3,345 shares; 2023Q3: 3,593 shares; 2023Q4: 3,297 shares; 2024Q1: 3,079 shares; 2024Q2: 3,048 shares 3,048 $474K <0.01% -31 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 2,569 shares; 2022Q4: 3,099 shares; 2023Q1: 3,099 shares; 2023Q2: 3,678 shares; 2023Q3: 3,325 shares; 2023Q4: 3,631 shares; 2024Q1: 3,495 shares; 2024Q2: 3,456 shares 3,456 $472K <0.01% -39 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; 2022Q3: 7,239 shares; 2022Q4: 6,308 shares; 2023Q1: 6,308 shares; 2023Q2: 6,624 shares; 2023Q3: 7,588 shares; 2023Q4: 7,876 shares; 2024Q1: 7,887 shares; 2024Q2: 8,104 shares 8,104 $470K <0.01% +217 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,020 shares; 2023Q4: 9,972 shares; 2024Q1: 11,060 shares; 2024Q2: 11,508 shares 11,508 $469K <0.01% +448 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,262 shares; 2022Q4: 3,417 shares; 2023Q1: 3,417 shares; 2023Q2: 6,820 shares; 2023Q3: 6,820 shares; 2023Q4: 2,923 shares; 2024Q1: 2,919 shares; 2024Q2: 2,919 shares 2,919 $468K <0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 14,282 shares; 2022Q4: 13,965 shares; 2023Q1: 13,965 shares; 2023Q2: 14,434 shares; 2023Q3: 14,746 shares; 2023Q4: 14,446 shares; 2024Q1: 14,446 shares; 2024Q2: 15,132 shares 15,132 $468K <0.01% +686 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,713 shares; 2023Q4: 7,239 shares; 2024Q1: 7,510 shares; 2024Q2: 7,671 shares 7,671 $466K <0.01% +161 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,313 shares; 2023Q3: 5,264 shares; 2023Q4: 5,155 shares; 2024Q1: 5,969 shares; 2024Q2: 5,916 shares 5,916 $466K <0.01% -53 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 4,562 shares; 2022Q4: 2,137 shares; 2023Q1: 2,137 shares; 2023Q2: 2,729 shares; 2023Q3: 2,681 shares; 2023Q4: 3,875 shares; 2024Q1: 3,975 shares; 2024Q2: 4,365 shares 4,365 $464K <0.01% +390 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; 2022Q3: 1,094 shares; 2022Q4: 789 shares; 2023Q1: 789 shares; 2023Q2: 725 shares; 2023Q3: 684 shares; 2023Q4: 731 shares; 2024Q1: 854 shares; 2024Q2: 913 shares 913 $462K <0.01% +59 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 23,036 shares; 2023Q4: 21,968 shares; 2024Q1: 23,043 shares; 2024Q2: 29,189 shares 29,189 $460K <0.01% +6,146 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 11,884 shares; 2023Q3: 13,640 shares; 2023Q4: 14,671 shares; 2024Q1: 8,556 shares; 2024Q2: 11,729 shares 11,729 $458K <0.01% +3,173 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 6,342 shares; 2022Q4: 6,085 shares; 2023Q1: 6,085 shares; 2023Q2: 35,750 shares; 2023Q3: 35,500 shares; 2023Q4: 26,461 shares; 2024Q1: 7,258 shares; 2024Q2: 6,898 shares 6,898 $455K <0.01% -360 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,211 shares; 2022Q4: 3,693 shares; 2023Q1: 3,693 shares; 2023Q2: 5,377 shares; 2023Q3: 9,471 shares; 2023Q4: 8,355 shares; 2024Q1: 8,175 shares; 2024Q2: 8,118 shares 8,118 $453K <0.01% -57 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,562 shares; 2022Q4: 7,806 shares; 2023Q1: 7,806 shares; 2023Q2: 8,236 shares; 2023Q3: 7,827 shares; 2023Q4: 8,345 shares; 2024Q1: 8,557 shares; 2024Q2: 8,233 shares 8,233 $453K <0.01% -324 IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,824 shares; 2023Q4: 2,985 shares; 2024Q1: 3,082 shares; 2024Q2: 2,985 shares 2,985 $449K <0.01% -97 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 10,320 shares; 2022Q4: 10,278 shares; 2023Q1: 10,278 shares; 2023Q2: 8,709 shares; 2023Q3: 9,052 shares; 2023Q4: 5,199 shares; 2024Q1: 5,344 shares; 2024Q2: 6,703 shares 6,703 $444K <0.01% +1,359 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 7,497 shares; 2022Q4: 7,380 shares; 2023Q1: 7,380 shares; 2023Q2: 7,421 shares; 2023Q3: 7,041 shares; 2023Q4: 7,061 shares; 2024Q1: 7,180 shares; 2024Q2: 5,018 shares 5,018 $440K <0.01% -2,162 Timeline ENSTAR GROUP LIMITED ENSTAR GROUP LIMITED More: the full row for ENSTAR GROUP LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,423 shares; 2024Q1: 1,423 shares; 2024Q2: 1,434 shares 1,434 $438K <0.01% +11 HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,960 shares 1,960 $438K <0.01% new Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 3,532 shares; 2022Q4: 3,532 shares; 2023Q1: 3,532 shares; 2023Q2: 3,991 shares; 2023Q3: 3,991 shares; 2023Q4: 3,951 shares; 2024Q1: 3,951 shares; 2024Q2: 3,841 shares 3,841 $438K <0.01% -110 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: 9,938 shares; 2022Q4: 8,861 shares; 2023Q1: 8,861 shares; 2023Q2: 8,924 shares; 2023Q3: 8,786 shares; 2023Q4: 8,983 shares; 2024Q1: 8,866 shares; 2024Q2: 8,561 shares 8,561 $436K <0.01% -305 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,689 shares; 2023Q3: 1,995 shares; 2023Q4: 2,326 shares; 2024Q1: 2,329 shares; 2024Q2: 2,337 shares 2,337 $435K <0.01% +8 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; 2022Q3: 2,305 shares; 2022Q4: 2,326 shares; 2023Q1: 2,326 shares; 2023Q2: 2,655 shares; 2023Q3: 2,690 shares; 2023Q4: 2,734 shares; 2024Q1: 2,690 shares; 2024Q2: 3,084 shares 3,084 $431K <0.01% +394 Timeline