IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 132,168 shares; 2025Q2: 154,664 shares; 2025Q3: 176,946 shares; 2025Q4: 194,530 shares; 2026Q1: 218,425 shares; 2026Q2: 217,143 shares 217,143 $163M 15.7% -1,282 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 402,926 shares; 2025Q2: 460,285 shares; 2025Q3: 517,611 shares; 2025Q4: 565,860 shares; 2026Q1: 605,425 shares; 2026Q2: 628,777 shares 628,777 $80.5M 7.78% +23,352 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 296,975 shares; 2025Q2: 332,807 shares; 2025Q3: 375,530 shares; 2025Q4: 407,935 shares; 2026Q1: 437,313 shares; 2026Q2: 455,491 shares 455,491 $35.1M 3.39% +18,178 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,133 shares; 2025Q2: 76,709 shares; 2025Q3: 72,590 shares; 2025Q4: 71,061 shares; 2026Q1: 68,958 shares; 2026Q2: 271,447 shares 271,447 $33.7M 3.25% +202,489 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 104,928 shares; 2025Q2: 252,082 shares; 2025Q3: 265,103 shares; 2025Q4: 270,295 shares; 2026Q1: 304,322 shares; 2026Q2: 308,699 shares 308,699 $30.6M 2.95% +4,377 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 132,729 shares; 2025Q2: 120,319 shares; 2025Q3: 98,314 shares; 2025Q4: 88,325 shares; 2026Q1: 79,782 shares; 2026Q2: 77,814 shares 77,814 $28.8M 2.78% -1,968 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 271,238 shares; 2025Q2: 277,860 shares; 2025Q3: 270,761 shares; 2025Q4: 270,952 shares; 2026Q1: 269,907 shares; 2026Q2: 272,559 shares 272,559 $24.3M 2.35% +2,652 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 30,702 shares; 2025Q2: 35,434 shares; 2025Q3: 36,611 shares; 2025Q4: 36,879 shares; 2026Q1: 35,189 shares; 2026Q2: 34,333 shares 34,333 $23.6M 2.28% -856 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 47,518 shares; 2025Q2: 159,520 shares; 2025Q3: 156,250 shares; 2025Q4: 153,132 shares; 2026Q1: 151,331 shares; 2026Q2: 149,234 shares 149,234 $22.1M 2.14% -2,097 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 176,256 shares; 2025Q2: 201,730 shares; 2025Q3: 213,173 shares; 2025Q4: 222,649 shares; 2026Q1: 217,835 shares; 2026Q2: 221,589 shares 221,589 $21.4M 2.06% +3,754 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 167,516 shares; 2025Q2: 178,625 shares; 2025Q3: 191,116 shares; 2025Q4: 208,241 shares; 2026Q1: 204,067 shares; 2026Q2: 210,043 shares 210,043 $20.3M 1.96% +5,976 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 127,173 shares; 2025Q2: 150,280 shares; 2025Q3: 187,526 shares; 2025Q4: 234,059 shares; 2026Q1: 304,457 shares; 2026Q2: 378,362 shares 378,362 $18.7M 1.81% +73,905 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 29,725 shares; 2025Q2: 29,374 shares; 2025Q3: 26,958 shares; 2025Q4: 25,891 shares; 2026Q1: 25,451 shares; 2026Q2: 24,823 shares 24,823 $18.3M 1.77% -628 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 86,080 shares; 2025Q2: 96,848 shares; 2025Q3: 105,388 shares; 2025Q4: 112,536 shares; 2026Q1: 117,036 shares; 2026Q2: 120,915 shares 120,915 $15.1M 1.46% +3,879 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 47,853 shares; 2025Q2: 46,423 shares; 2025Q3: 43,880 shares; 2025Q4: 82,231 shares; 2026Q1: 80,648 shares; 2026Q2: 78,689 shares 78,689 $15M 1.45% -1,959 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 377,350 shares; 2025Q2: 346,785 shares; 2025Q3: 339,724 shares; 2025Q4: 325,717 shares; 2026Q1: 226,212 shares; 2026Q2: 222,828 shares 222,828 $11.9M 1.15% -3,384 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 105,809 shares; 2025Q2: 110,177 shares; 2025Q3: 93,587 shares; 2025Q4: 92,232 shares; 2026Q1: 92,446 shares; 2026Q2: 91,586 shares 91,586 $10.4M 1% -860 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 203,429 shares; 2025Q3: 199,430 shares; 2025Q4: 196,866 shares; 2026Q1: 193,928 shares; 2026Q2: 190,541 shares 190,541 $10.3M 0.99% -3,387 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 35,486 shares; 2025Q2: 35,668 shares; 2025Q3: 29,698 shares; 2025Q4: 28,477 shares; 2026Q1: 28,210 shares; 2026Q2: 27,883 shares 27,883 $9.85M 0.95% -327 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 29,779 shares; 2025Q2: 29,798 shares; 2025Q3: 24,548 shares; 2025Q4: 18,709 shares; 2026Q1: 19,411 shares; 2026Q2: 23,527 shares 23,527 $8.89M 0.86% +4,116 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 49,563 shares; 2025Q2: 46,626 shares; 2025Q3: 39,155 shares; 2025Q4: 31,225 shares; 2026Q1: 26,699 shares; 2026Q2: 103,856 shares 103,856 $8.37M 0.81% +77,157 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20,348 shares; 2025Q2: 17,985 shares; 2025Q3: 14,520 shares; 2025Q4: 13,245 shares; 2026Q1: 11,262 shares; 2026Q2: 10,732 shares 10,732 $8.01M 0.77% -530 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 96,259 shares; 2025Q2: 100,848 shares; 2025Q3: 19,279 shares; 2025Q4: 18,830 shares; 2026Q1: 20,641 shares; 2026Q2: 21,075 shares 21,075 $7.86M 0.76% +434 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 26,645 shares; 2025Q2: 26,928 shares; 2025Q3: 23,937 shares; 2025Q4: 23,380 shares; 2026Q1: 23,814 shares; 2026Q2: 23,778 shares 23,778 $7.78M 0.75% -36 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 59,069 shares; 2025Q2: 63,310 shares; 2025Q3: 23,258 shares; 2025Q4: 24,508 shares; 2026Q1: 25,532 shares; 2026Q2: 26,719 shares 26,719 $7.73M 0.75% +1,187 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,877 shares; 2025Q2: 58,966 shares; 2025Q3: 65,308 shares; 2025Q4: 69,362 shares; 2026Q1: 66,242 shares; 2026Q2: 68,281 shares 68,281 $7.04M 0.68% +2,039 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 40,400 shares; 2025Q2: 43,416 shares; 2025Q3: 36,382 shares; 2025Q4: 60,927 shares; 2026Q1: 61,545 shares; 2026Q2: 68,509 shares 68,509 $6.9M 0.67% +6,964 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 30,284 shares; 2025Q2: 32,213 shares; 2025Q3: 26,573 shares; 2025Q4: 27,330 shares; 2026Q1: 28,288 shares; 2026Q2: 27,731 shares 27,731 $6.61M 0.64% -557 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 10,247 shares; 2025Q3: 8,520 shares; 2025Q4: 10,123 shares; 2026Q1: 114,349 shares; 2026Q2: 121,964 shares 121,964 $6.43M 0.62% +7,615 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 26,803 shares; 2025Q2: 29,872 shares; 2025Q3: 27,932 shares; 2025Q4: 27,144 shares; 2026Q1: 27,466 shares; 2026Q2: 27,975 shares 27,975 $6.35M 0.61% +509 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138,550 shares; 2026Q2: 138,550 shares 138,550 $5.85M 0.57% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,412 shares; 2025Q2: 16,909 shares; 2025Q3: 14,025 shares; 2025Q4: 14,659 shares; 2026Q1: 15,215 shares; 2026Q2: 16,257 shares 16,257 $5.73M 0.55% +1,042 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,738 shares; 2025Q2: 5,589 shares; 2025Q3: 5,390 shares; 2025Q4: 5,094 shares; 2026Q1: 4,989 shares; 2026Q2: 4,900 shares 4,900 $5.55M 0.54% -89 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,678 shares; 2025Q2: 11,010 shares; 2025Q3: 10,025 shares; 2025Q4: 10,287 shares; 2026Q1: 10,102 shares; 2026Q2: 63,731 shares 63,731 $5.49M 0.53% +53,629 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 22,973 shares; 2025Q2: 24,409 shares; 2025Q3: 21,857 shares; 2025Q4: 20,405 shares; 2026Q1: 20,653 shares; 2026Q2: 20,802 shares 20,802 $5.32M 0.51% +149 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 131,283 shares; 2025Q2: 122,830 shares; 2025Q3: 127,152 shares; 2025Q4: 124,453 shares; 2026Q1: 115,490 shares; 2026Q2: 104,321 shares 104,321 $5.28M 0.51% -11,169 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 56,699 shares; 2025Q2: 62,683 shares; 2025Q3: 63,227 shares; 2025Q4: 67,137 shares; 2026Q1: 59,150 shares; 2026Q2: 60,211 shares 60,211 $4.99M 0.48% +1,061 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 52,221 shares; 2025Q2: 53,095 shares; 2025Q3: 52,139 shares; 2025Q4: 52,197 shares; 2026Q1: 50,838 shares; 2026Q2: 50,834 shares 50,834 $4.9M 0.47% -4 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20,676 shares; 2025Q2: 20,522 shares; 2025Q3: 20,069 shares; 2025Q4: 18,723 shares; 2026Q1: 18,857 shares; 2026Q2: 18,884 shares 18,884 $4.8M 0.46% +27 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,668 shares; 2025Q2: 14,225 shares; 2025Q3: 13,560 shares; 2025Q4: 11,902 shares; 2026Q1: 12,001 shares; 2026Q2: 12,047 shares 12,047 $4.78M 0.46% +46 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,169 shares; 2025Q2: 18,689 shares; 2025Q3: 9,876 shares; 2025Q4: 12,955 shares; 2026Q1: 13,704 shares; 2026Q2: 23,594 shares 23,594 $4.72M 0.46% +9,890 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 40,670 shares; 2025Q2: 39,130 shares; 2025Q3: 36,781 shares; 2025Q4: 33,184 shares; 2026Q1: 33,157 shares; 2026Q2: 31,883 shares 31,883 $4.66M 0.45% -1,274 Timeline NEAR 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 90,518 shares; 2025Q2: 90,742 shares; 2025Q3: 89,796 shares; 2025Q4: 90,365 shares; 2026Q1: 91,073 shares; 2026Q2: 91,470 shares 91,470 $4.63M 0.45% +397 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,554 shares; 2025Q2: 11,577 shares; 2025Q3: 10,852 shares; 2025Q4: 10,419 shares; 2026Q1: 10,543 shares; 2026Q2: 10,707 shares 10,707 $4.56M 0.44% +164 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 63,039 shares; 2025Q2: 64,852 shares; 2025Q3: 60,327 shares; 2025Q4: 54,144 shares; 2026Q1: 53,847 shares; 2026Q2: 53,220 shares 53,220 $4.55M 0.44% -627 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,053 shares; 2025Q2: 12,408 shares; 2025Q3: 12,312 shares; 2025Q4: 12,184 shares; 2026Q1: 11,924 shares; 2026Q2: 11,866 shares 11,866 $4.37M 0.42% -58 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,636 shares; 2025Q2: 10,787 shares; 2025Q3: 11,045 shares; 2025Q4: 11,714 shares; 2026Q1: 11,925 shares; 2026Q2: 12,203 shares 12,203 $4.16M 0.4% +278 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 182,642 shares; 2025Q2: 180,215 shares; 2025Q3: 158,322 shares; 2025Q4: 140,446 shares; 2026Q1: 133,767 shares; 2026Q2: 130,428 shares 130,428 $4.14M 0.4% -3,339 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,115 shares; 2025Q2: 13,723 shares; 2025Q3: 14,276 shares; 2025Q4: 14,887 shares; 2026Q1: 15,515 shares; 2026Q2: 16,265 shares 16,265 $4.09M 0.4% +750 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,144 shares; 2025Q2: 13,389 shares; 2025Q3: 13,422 shares; 2025Q4: 14,423 shares; 2026Q1: 14,619 shares; 2026Q2: 14,996 shares 14,996 $4.08M 0.39% +377 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 6,910 shares; 2025Q3: 6,926 shares; 2025Q4: 5,388 shares; 2026Q1: 5,485 shares; 2026Q2: 5,677 shares 5,677 $4.05M 0.39% +192 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,062 shares; 2025Q2: 17,425 shares; 2025Q3: 16,334 shares; 2025Q4: 16,986 shares; 2026Q1: 16,507 shares; 2026Q2: 16,169 shares 16,169 $3.92M 0.38% -338 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,548 shares; 2025Q2: 15,532 shares; 2025Q3: 15,375 shares; 2025Q4: 17,887 shares; 2026Q1: 18,003 shares; 2026Q2: 18,921 shares 18,921 $3.9M 0.38% +918 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 22,010 shares; 2025Q2: 23,358 shares; 2025Q3: 14,224 shares; 2025Q4: 13,442 shares; 2026Q1: 11,029 shares; 2026Q2: 10,891 shares 10,891 $3.89M 0.38% -138 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,212 shares; 2025Q2: 10,360 shares; 2025Q3: 11,486 shares; 2025Q4: 13,368 shares; 2026Q1: 14,427 shares; 2026Q2: 9,338 shares 9,338 $3.88M 0.37% -5,089 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,977 shares; 2025Q2: 11,991 shares; 2025Q3: 11,723 shares; 2025Q4: 13,390 shares; 2026Q1: 13,532 shares; 2026Q2: 13,175 shares 13,175 $3.86M 0.37% -357 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,482 shares; 2025Q2: 7,431 shares; 2025Q3: 7,426 shares; 2025Q4: 8,860 shares; 2026Q1: 8,950 shares; 2026Q2: 8,996 shares 8,996 $3.74M 0.36% +46 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,663 shares; 2025Q2: 29,004 shares; 2025Q3: 43,870 shares; 2025Q4: 47,748 shares; 2026Q1: 49,588 shares; 2026Q2: 54,588 shares 54,588 $3.71M 0.36% +5,000 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 77,391 shares; 2025Q2: 84,224 shares; 2025Q3: 85,216 shares; 2025Q4: 85,115 shares; 2026Q1: 85,823 shares; 2026Q2: 88,925 shares 88,925 $3.67M 0.35% +3,102 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,082 shares; 2025Q2: 21,965 shares; 2025Q3: 20,659 shares; 2025Q4: 20,031 shares; 2026Q1: 19,070 shares; 2026Q2: 18,869 shares 18,869 $3.55M 0.34% -201 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 74,847 shares; 2025Q2: 72,441 shares; 2025Q3: 74,028 shares; 2025Q4: 83,086 shares; 2026Q1: 81,147 shares; 2026Q2: 83,758 shares 83,758 $3.55M 0.34% +2,611 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,130 shares 46,130 $3.5M 0.34% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 34,548 shares; 2025Q2: 37,725 shares; 2025Q3: 37,116 shares; 2025Q4: 37,014 shares; 2026Q1: 37,535 shares; 2026Q2: 38,314 shares 38,314 $3.36M 0.32% +779 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,597 shares; 2025Q2: 14,069 shares; 2025Q3: 12,971 shares; 2025Q4: 13,538 shares; 2026Q1: 9,840 shares; 2026Q2: 5,671 shares 5,671 $3.29M 0.32% -4,169 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,010 shares; 2026Q1: 27,034 shares; 2026Q2: 28,470 shares 28,470 $3.27M 0.32% +1,436 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,127 shares; 2025Q2: 7,082 shares; 2025Q3: 6,098 shares; 2025Q4: 6,073 shares; 2026Q1: 6,282 shares; 2026Q2: 6,514 shares 6,514 $3.26M 0.31% +232 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 67,422 shares; 2025Q2: 66,568 shares; 2025Q3: 66,323 shares; 2025Q4: 63,456 shares; 2026Q1: 64,140 shares; 2026Q2: 64,464 shares 64,464 $3.15M 0.3% +324 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 39,789 shares; 2025Q2: 39,091 shares; 2025Q3: 35,105 shares; 2025Q4: 32,325 shares; 2026Q1: 31,182 shares; 2026Q2: 30,934 shares 30,934 $3.04M 0.29% -248 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,448 shares; 2025Q2: 15,404 shares; 2025Q3: 15,270 shares; 2025Q4: 15,174 shares; 2026Q1: 15,077 shares; 2026Q2: 15,078 shares 15,078 $3.01M 0.29% +1 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,247 shares; 2025Q2: 10,506 shares; 2025Q3: 9,641 shares; 2025Q4: 9,680 shares; 2026Q1: 9,164 shares; 2026Q2: 8,752 shares 8,752 $3M 0.29% -412 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,178 shares; 2025Q2: 12,027 shares; 2025Q3: 11,973 shares; 2025Q4: 12,924 shares; 2026Q1: 13,060 shares; 2026Q2: 13,385 shares 13,385 $2.96M 0.29% +325 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20,656 shares; 2025Q2: 12,753 shares; 2025Q3: 14,735 shares; 2025Q4: 13,795 shares; 2026Q1: 18,948 shares; 2026Q2: 33,292 shares 33,292 $2.93M 0.28% +14,344 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 30,777 shares; 2025Q2: 30,325 shares; 2025Q3: 28,967 shares; 2025Q4: 27,913 shares; 2026Q1: 26,971 shares; 2026Q2: 25,920 shares 25,920 $2.86M 0.28% -1,051 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 67,324 shares; 2025Q2: 68,640 shares; 2025Q3: 65,856 shares; 2025Q4: 61,432 shares; 2026Q1: 31,392 shares; 2026Q2: 26,355 shares 26,355 $2.84M 0.27% -5,037 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 20,604 shares; 2025Q3: 19,553 shares; 2025Q4: 20,348 shares; 2026Q1: 15,415 shares; 2026Q2: 15,926 shares 15,926 $2.81M 0.27% +511 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,250 shares; 2025Q2: 4,180 shares; 2025Q3: 4,051 shares; 2025Q4: 4,346 shares; 2026Q1: 4,326 shares; 2026Q2: 4,907 shares 4,907 $2.76M 0.27% +581 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,325 shares; 2025Q3: 3,208 shares; 2025Q4: 3,465 shares; 2026Q1: 2,729 shares; 2026Q2: 2,305 shares 2,305 $2.71M 0.26% -424 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,988 shares; 2025Q2: 6,400 shares; 2025Q3: 6,094 shares; 2025Q4: 6,279 shares; 2026Q1: 7,061 shares; 2026Q2: 7,459 shares 7,459 $2.56M 0.25% +398 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,065 shares; 2025Q2: 16,250 shares; 2025Q3: 15,465 shares; 2025Q4: 16,100 shares; 2026Q1: 16,160 shares; 2026Q2: 16,723 shares 16,723 $2.53M 0.24% +563 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 33,357 shares; 2025Q2: 33,083 shares; 2025Q3: 33,641 shares; 2025Q4: 33,649 shares; 2026Q1: 34,036 shares; 2026Q2: 32,793 shares 32,793 $2.52M 0.24% -1,243 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,698 shares; 2025Q2: 8,180 shares; 2025Q3: 6,885 shares; 2025Q4: 6,672 shares; 2026Q1: 6,660 shares; 2026Q2: 6,420 shares 6,420 $2.5M 0.24% -240 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 707 shares; 2025Q2: 876 shares; 2025Q3: 494 shares; 2025Q4: 590 shares; 2026Q1: 674 shares; 2026Q2: 2,017 shares 2,017 $2.42M 0.23% +1,343 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,486 shares; 2025Q2: 11,432 shares; 2025Q3: 13,684 shares; 2025Q4: 14,623 shares; 2026Q1: 15,217 shares; 2026Q2: 17,220 shares 17,220 $2.37M 0.23% +2,003 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,239 shares 2,239 $2.33M 0.23% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,255 shares; 2025Q2: 9,016 shares; 2025Q3: 8,851 shares; 2025Q4: 9,110 shares; 2026Q1: 10,189 shares; 2026Q2: 9,777 shares 9,777 $2.33M 0.22% -412 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 25,602 shares; 2025Q2: 25,541 shares; 2025Q3: 25,146 shares; 2025Q4: 24,778 shares; 2026Q1: 24,638 shares; 2026Q2: 24,639 shares 24,639 $2.25M 0.22% +1 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,518 shares; 2025Q2: 4,656 shares; 2025Q3: not reported; 2025Q4: 23,741 shares; 2026Q1: 25,376 shares; 2026Q2: 26,945 shares 26,945 $2.23M 0.22% +1,569 Timeline 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,956 shares; 2025Q2: 49,839 shares; 2025Q3: 49,572 shares; 2025Q4: 49,580 shares; 2026Q1: 49,438 shares; 2026Q2: 49,446 shares 49,446 $2.19M 0.21% +8 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,972 shares; 2025Q2: 11,823 shares; 2025Q3: 11,424 shares; 2025Q4: 12,521 shares; 2026Q1: 12,128 shares; 2026Q2: 12,229 shares 12,229 $2.15M 0.21% +101 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,608 shares; 2025Q2: 4,258 shares; 2025Q3: 4,100 shares; 2025Q4: 3,261 shares; 2026Q1: 3,157 shares; 2026Q2: 3,006 shares 3,006 $2.11M 0.2% -151 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,528 shares; 2025Q2: 4,200 shares; 2025Q3: 4,063 shares; 2025Q4: 4,164 shares; 2026Q1: 4,214 shares; 2026Q2: 4,288 shares 4,288 $2.11M 0.2% +74 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 35,307 shares; 2025Q2: 37,341 shares; 2025Q3: 37,404 shares; 2025Q4: 41,555 shares; 2026Q1: 44,554 shares; 2026Q2: 52,227 shares 52,227 $2.03M 0.2% +7,673 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,089 shares; 2025Q2: 7,928 shares; 2025Q3: 7,697 shares; 2025Q4: 7,908 shares; 2026Q1: 7,656 shares; 2026Q2: 7,225 shares 7,225 $2.03M 0.2% -431 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 64,992 shares; 2025Q2: 55,858 shares; 2025Q3: 36,158 shares; 2025Q4: 30,103 shares; 2026Q1: 25,467 shares; 2026Q2: 24,027 shares 24,027 $2.01M 0.19% -1,440 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,591 shares; 2025Q2: 14,207 shares; 2025Q3: 14,015 shares; 2025Q4: 14,015 shares; 2026Q1: 13,823 shares; 2026Q2: 13,823 shares 13,823 $2M 0.19% 0 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,406 shares; 2025Q2: 20,597 shares; 2025Q3: 20,185 shares; 2025Q4: 21,674 shares; 2026Q1: 23,836 shares; 2026Q2: 21,920 shares 21,920 $1.98M 0.19% -1,916 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,426 shares; 2025Q2: 4,985 shares; 2025Q3: 4,794 shares; 2025Q4: 4,940 shares; 2026Q1: 6,028 shares; 2026Q2: 5,235 shares 5,235 $1.96M 0.19% -793 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,130 shares; 2025Q2: 10,493 shares; 2025Q3: 10,143 shares; 2025Q4: 10,797 shares; 2026Q1: 10,950 shares; 2026Q2: 10,102 shares 10,102 $1.95M 0.19% -848 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 13,287 shares; 2025Q3: 13,287 shares; 2025Q4: 13,111 shares; 2026Q1: 49,832 shares; 2026Q2: 49,314 shares 49,314 $1.94M 0.19% -518 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 27,172 shares; 2025Q2: 26,602 shares; 2025Q3: 25,767 shares; 2025Q4: 24,694 shares; 2026Q1: 24,591 shares; 2026Q2: 23,794 shares 23,794 $1.94M 0.19% -797 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20,960 shares; 2025Q2: 19,120 shares; 2025Q3: 18,670 shares; 2025Q4: 21,047 shares; 2026Q1: 26,900 shares; 2026Q2: 28,588 shares 28,588 $1.93M 0.19% +1,688 Timeline S&P GLOBAL INC 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,655 shares 4,655 $1.9M 0.18% new AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,399 shares; 2025Q2: 1,251 shares; 2025Q3: not reported; 2025Q4: 947 shares; 2026Q1: not reported; 2026Q2: 2,610 shares 2,610 $1.89M 0.18% 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,011 shares; 2025Q2: 6,698 shares; 2025Q3: 7,970 shares; 2025Q4: 8,113 shares; 2026Q1: 10,153 shares; 2026Q2: 12,008 shares 12,008 $1.88M 0.18% +1,855 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 26,503 shares; 2025Q2: 30,858 shares; 2025Q3: 30,457 shares; 2025Q4: 34,676 shares; 2026Q1: 48,545 shares; 2026Q2: 54,966 shares 54,966 $1.87M 0.18% +6,421 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,275 shares; 2025Q2: 3,084 shares; 2025Q3: 3,030 shares; 2025Q4: 3,161 shares; 2026Q1: 4,047 shares; 2026Q2: 4,136 shares 4,136 $1.84M 0.18% +89 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,843 shares; 2025Q2: 20,533 shares; 2025Q3: 13,012 shares; 2025Q4: 13,830 shares; 2026Q1: 13,255 shares; 2026Q2: 12,925 shares 12,925 $1.77M 0.17% -330 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,855 shares; 2025Q2: 13,808 shares; 2025Q3: 11,994 shares; 2025Q4: 11,605 shares; 2026Q1: 10,587 shares; 2026Q2: 10,716 shares 10,716 $1.76M 0.17% +129 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,020 shares; 2025Q2: 12,716 shares; 2025Q3: 11,753 shares; 2025Q4: 11,907 shares; 2026Q1: 10,710 shares; 2026Q2: 10,657 shares 10,657 $1.74M 0.17% -53 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,551 shares; 2025Q2: 8,597 shares; 2025Q3: 7,490 shares; 2025Q4: 6,445 shares; 2026Q1: 5,998 shares; 2026Q2: 5,799 shares 5,799 $1.74M 0.17% -199 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 75,092 shares; 2025Q2: 67,570 shares; 2025Q3: 55,509 shares; 2025Q4: 49,203 shares; 2026Q1: 40,731 shares; 2026Q2: 37,821 shares 37,821 $1.73M 0.17% -2,910 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 52,542 shares; 2025Q2: 46,614 shares; 2025Q3: 36,370 shares; 2025Q4: 32,847 shares; 2026Q1: 30,561 shares; 2026Q2: 29,584 shares 29,584 $1.71M 0.16% -977 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,479 shares; 2025Q2: 16,480 shares; 2025Q3: 16,020 shares; 2025Q4: 15,911 shares; 2026Q1: 15,912 shares; 2026Q2: 15,913 shares 15,913 $1.61M 0.16% +1 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,446 shares; 2026Q2: 6,445 shares 6,445 $1.6M 0.15% +999 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 13,946 shares; 2025Q3: 14,117 shares; 2025Q4: 14,235 shares; 2026Q1: 14,798 shares; 2026Q2: 15,296 shares 15,296 $1.57M 0.15% +498 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,599 shares 1,599 $1.56M 0.15% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 791 shares; 2025Q3: 560 shares; 2025Q4: 1,374 shares; 2026Q1: 1,371 shares; 2026Q2: 1,450 shares 1,450 $1.54M 0.15% +79 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 31,437 shares; 2025Q2: 27,592 shares; 2025Q3: 18,659 shares; 2025Q4: 16,140 shares; 2026Q1: 14,334 shares; 2026Q2: 13,875 shares 13,875 $1.53M 0.15% -459 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,542 shares; 2025Q2: 16,501 shares; 2025Q3: 16,357 shares; 2025Q4: 16,292 shares; 2026Q1: 16,292 shares; 2026Q2: 16,293 shares 16,293 $1.47M 0.14% +1 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,626 shares; 2025Q2: 22,258 shares; 2025Q3: 21,195 shares; 2025Q4: 20,759 shares; 2026Q1: 18,795 shares; 2026Q2: 30,336 shares 30,336 $1.4M 0.14% +11,541 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,544 shares 23,544 $1.37M 0.13% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,580 shares; 2025Q2: 12,185 shares; 2025Q3: 10,815 shares; 2025Q4: 10,742 shares; 2026Q1: 10,203 shares; 2026Q2: 10,734 shares 10,734 $1.34M 0.13% +531 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: 24,693 shares; 2025Q4: 28,430 shares; 2026Q1: 32,138 shares; 2026Q2: 30,841 shares 30,841 $1.33M 0.13% -1,297 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 134,297 shares; 2025Q2: 126,740 shares; 2025Q3: 83,068 shares; 2025Q4: 36,968 shares; 2026Q1: 16,563 shares; 2026Q2: 13,553 shares 13,553 $1.31M 0.13% -3,010 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,541 shares; 2025Q2: 11,309 shares; 2025Q3: 9,567 shares; 2025Q4: 8,741 shares; 2026Q1: 6,996 shares; 2026Q2: 6,898 shares 6,898 $1.25M 0.12% -98 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,500 shares; 2025Q2: 10,306 shares; 2025Q3: 9,306 shares; 2025Q4: 9,157 shares; 2026Q1: 7,741 shares; 2026Q2: 7,654 shares 7,654 $1.19M 0.11% -87 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 20,351 shares; 2025Q3: 21,065 shares; 2025Q4: 21,062 shares; 2026Q1: 21,123 shares; 2026Q2: 20,611 shares 20,611 $1.15M 0.11% -512 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,070 shares; 2025Q2: 23,014 shares; 2025Q3: 21,879 shares; 2025Q4: 23,297 shares; 2026Q1: 18,743 shares; 2026Q2: 15,028 shares 15,028 $1.15M 0.11% -3,715 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,997 shares; 2025Q2: 8,246 shares; 2025Q3: 6,041 shares; 2025Q4: 5,660 shares; 2026Q1: 6,219 shares; 2026Q2: 5,937 shares 5,937 $1.13M 0.11% -282 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 134,086 shares; 2025Q2: 126,644 shares; 2025Q3: 84,270 shares; 2025Q4: 43,244 shares; 2026Q1: 19,004 shares; 2026Q2: 15,332 shares 15,332 $1.13M 0.11% -3,672 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 24,021 shares; 2025Q2: 28,491 shares; 2025Q3: 28,383 shares; 2025Q4: 28,345 shares; 2026Q1: 28,588 shares; 2026Q2: 29,135 shares 29,135 $1.08M 0.1% +547 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,365 shares; 2025Q2: 8,318 shares; 2025Q3: 8,516 shares; 2025Q4: 6,608 shares; 2026Q1: 6,588 shares; 2026Q2: 4,909 shares 4,909 $1.08M 0.1% -1,679 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 20,394 shares; 2025Q3: 20,394 shares; 2025Q4: 20,394 shares; 2026Q1: 20,394 shares; 2026Q2: 20,394 shares 20,394 $1.06M 0.1% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,695 shares; 2025Q2: 13,744 shares; 2025Q3: 13,839 shares; 2025Q4: 13,866 shares; 2026Q1: 13,783 shares; 2026Q2: 13,284 shares 13,284 $1.05M 0.1% -499 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,989 shares; 2025Q2: 3,248 shares; 2025Q3: 3,071 shares; 2025Q4: 4,786 shares; 2026Q1: 4,879 shares; 2026Q2: 4,819 shares 4,819 $1.03M 0.1% -60 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,616 shares; 2026Q1: 36,616 shares; 2026Q2: 36,616 shares 36,616 $1.03M 0.1% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 907 shares; 2025Q2: 852 shares; 2025Q3: 591 shares; 2025Q4: 587 shares; 2026Q1: 583 shares; 2026Q2: 584 shares 584 $991K 0.1% +1 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 432 shares 432 $982K 0.09% new Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,214 shares; 2025Q2: 19,614 shares; 2025Q3: 15,015 shares; 2025Q4: 13,870 shares; 2026Q1: 13,492 shares; 2026Q2: 13,491 shares 13,491 $977K 0.09% -1 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,422 shares; 2025Q2: 2,192 shares; 2025Q3: 1,786 shares; 2025Q4: 3,101 shares; 2026Q1: 2,291 shares; 2026Q2: 2,273 shares 2,273 $956K 0.09% -18 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,705 shares; 2025Q4: 12,702 shares; 2026Q1: 15,673 shares; 2026Q2: 18,073 shares 18,073 $953K 0.09% +2,400 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,985 shares; 2025Q2: 17,685 shares; 2025Q3: 14,898 shares; 2025Q4: 13,460 shares; 2026Q1: 15,011 shares; 2026Q2: 16,705 shares 16,705 $952K 0.09% +1,694 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,442 shares; 2025Q2: 6,461 shares; 2025Q3: 6,328 shares; 2025Q4: 6,329 shares; 2026Q1: 6,329 shares; 2026Q2: 6,329 shares 6,329 $897K 0.09% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,226 shares; 2025Q4: 19,226 shares; 2026Q1: 19,226 shares; 2026Q2: 19,226 shares 19,226 $877K 0.08% 0 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 156,766 shares; 2025Q2: 148,785 shares; 2025Q3: 100,492 shares; 2025Q4: 49,364 shares; 2026Q1: 21,202 shares; 2026Q2: 17,513 shares 17,513 $844K 0.08% -3,689 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,261 shares; 2025Q2: 11,935 shares; 2025Q3: 11,956 shares; 2025Q4: 11,938 shares; 2026Q1: 18,258 shares; 2026Q2: 16,404 shares 16,404 $843K 0.08% -1,854 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,914 shares; 2025Q4: 2,150 shares; 2026Q1: 1,538 shares; 2026Q2: 1,893 shares 1,893 $820K 0.08% +355 Timeline CPAG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,879 shares; 2026Q1: 7,772 shares; 2026Q2: 7,772 shares 7,772 $798K 0.08% 0 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 795,813 shares; 2025Q3: 794,849 shares; 2025Q4: 794,245 shares; 2026Q1: 37,731 shares; 2026Q2: 27,952 shares 27,952 $789K 0.08% -9,779 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,958 shares 22,958 $787K 0.08% new Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,681 shares; 2025Q4: 14,681 shares; 2026Q1: 14,681 shares; 2026Q2: 14,681 shares 14,681 $778K 0.08% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,126 shares; 2025Q2: 13,992 shares; 2025Q3: 3,454 shares; 2025Q4: 3,635 shares; 2026Q1: 3,957 shares; 2026Q2: 4,594 shares 4,594 $771K 0.07% +637 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,392 shares; 2025Q2: 15,031 shares; 2025Q3: 14,596 shares; 2025Q4: 15,457 shares; 2026Q1: 15,586 shares; 2026Q2: 15,229 shares 15,229 $770K 0.07% -357 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,469 shares; 2026Q2: 10,000 shares 10,000 $761K 0.07% +2,531 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,640 shares; 2026Q2: 20,497 shares 20,497 $750K 0.07% +3,857 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,813 shares; 2025Q2: 9,428 shares; 2025Q3: 9,100 shares; 2025Q4: 8,333 shares; 2026Q1: 7,954 shares; 2026Q2: 6,247 shares 6,247 $734K 0.07% -1,707 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 130,696 shares; 2025Q2: 122,335 shares; 2025Q3: 80,760 shares; 2025Q4: 39,263 shares; 2026Q1: 17,470 shares; 2026Q2: 14,445 shares 14,445 $728K 0.07% -3,025 Timeline DDFA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,930 shares 35,930 $726K 0.07% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,390 shares; 2025Q2: 5,234 shares; 2025Q3: 3,144 shares; 2025Q4: 3,208 shares; 2026Q1: 3,128 shares; 2026Q2: 2,431 shares 2,431 $724K 0.07% -697 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 757 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 747 shares; 2026Q1: 735 shares; 2026Q2: 5,947 shares 5,947 $711K 0.07% +5,212 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,409 shares; 2025Q2: 6,755 shares; 2025Q3: 6,937 shares; 2025Q4: 7,694 shares; 2026Q1: 7,298 shares; 2026Q2: 7,318 shares 7,318 $692K 0.07% +20 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 82,862 shares; 2025Q2: 73,286 shares; 2025Q3: 51,752 shares; 2025Q4: 49,636 shares; 2026Q1: 47,051 shares; 2026Q2: 47,068 shares 47,068 $684K 0.07% +17 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,297 shares; 2025Q2: 3,278 shares; 2025Q3: 3,290 shares; 2025Q4: 3,609 shares; 2026Q1: 3,610 shares; 2026Q2: 3,640 shares 3,640 $674K 0.07% +30 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 382 shares; 2025Q2: 644 shares; 2025Q3: 655 shares; 2025Q4: 669 shares; 2026Q1: 719 shares; 2026Q2: 715 shares 715 $669K 0.06% -4 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,226 shares; 2025Q2: 3,200 shares; 2025Q3: 3,188 shares; 2025Q4: 3,201 shares; 2026Q1: 3,160 shares; 2026Q2: 2,748 shares 2,748 $653K 0.06% -412 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 33,265 shares; 2025Q2: 32,760 shares; 2025Q3: 33,059 shares; 2025Q4: 32,306 shares; 2026Q1: 33,034 shares; 2026Q2: 8,264 shares 8,264 $646K 0.06% -24,770 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,919 shares; 2025Q2: 3,461 shares; 2025Q3: 3,226 shares; 2025Q4: 3,179 shares; 2026Q1: 3,166 shares; 2026Q2: 2,695 shares 2,695 $638K 0.06% -471 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,441 shares; 2025Q3: 1,641 shares; 2025Q4: 1,903 shares; 2026Q1: 1,891 shares; 2026Q2: 1,723 shares 1,723 $630K 0.06% -168 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 30,768 shares; 2025Q2: 8,269 shares; 2025Q3: 7,657 shares; 2025Q4: 6,278 shares; 2026Q1: 4,902 shares; 2026Q2: 4,890 shares 4,890 $628K 0.06% -12 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 56,799 shares; 2025Q2: 48,661 shares; 2025Q3: 35,946 shares; 2025Q4: 26,743 shares; 2026Q1: 16,536 shares; 2026Q2: 13,801 shares 13,801 $627K 0.06% -2,735 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,356 shares; 2025Q2: 16,616 shares; 2025Q3: 10,650 shares; 2025Q4: 8,656 shares; 2026Q1: 7,584 shares; 2026Q2: 6,000 shares 6,000 $624K 0.06% -1,584 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 30,405 shares; 2025Q2: 29,143 shares; 2025Q3: 30,819 shares; 2025Q4: 30,345 shares; 2026Q1: 28,455 shares; 2026Q2: 23,964 shares 23,964 $610K 0.06% -4,491 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 522 shares 522 $602K 0.06% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 241,126 shares; 2025Q2: 210,592 shares; 2025Q3: 153,739 shares; 2025Q4: 121,753 shares; 2026Q1: 80,650 shares; 2026Q2: 70,685 shares 70,685 $602K 0.06% -9,965 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,375 shares 4,375 $589K 0.06% -125 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,218 shares; 2025Q2: 11,923 shares; 2025Q3: 4,252 shares; 2025Q4: 5,289 shares; 2026Q1: 5,015 shares; 2026Q2: 6,070 shares 6,070 $584K 0.06% +1,055 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,429 shares; 2025Q2: 11,364 shares; 2025Q3: 10,741 shares; 2025Q4: 10,947 shares; 2026Q1: 10,565 shares; 2026Q2: 10,572 shares 10,572 $578K 0.06% +7 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,473 shares; 2025Q2: 13,321 shares; 2025Q3: 13,765 shares; 2025Q4: 14,210 shares; 2026Q1: 15,828 shares; 2026Q2: 11,298 shares 11,298 $572K 0.06% -4,530 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 12,586 shares; 2025Q3: 12,750 shares; 2025Q4: 12,356 shares; 2026Q1: 12,558 shares; 2026Q2: 11,845 shares 11,845 $562K 0.05% -713 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,999 shares; 2025Q2: 13,145 shares; 2025Q3: 10,970 shares; 2025Q4: 9,016 shares; 2026Q1: 6,365 shares; 2026Q2: 5,693 shares 5,693 $549K 0.05% -672 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,989 shares 3,989 $540K 0.05% new 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,126 shares; 2025Q2: 12,578 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,186 shares 13,186 $534K 0.05% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,144 shares; 2026Q2: 10,263 shares 10,263 $517K 0.05% +3,119 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,912 shares; 2025Q2: 15,209 shares; 2025Q3: 13,453 shares; 2025Q4: 12,478 shares; 2026Q1: 9,832 shares; 2026Q2: 9,612 shares 9,612 $515K 0.05% -220 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 533 shares 533 $514K 0.05% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,977 shares; 2025Q2: 1,895 shares; 2025Q3: 1,781 shares; 2025Q4: 1,729 shares; 2026Q1: 1,676 shares; 2026Q2: 1,676 shares 1,676 $514K 0.05% 0 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,306 shares; 2026Q2: 9,306 shares 9,306 $496K 0.05% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,855 shares; 2025Q3: 1,945 shares; 2025Q4: 2,688 shares; 2026Q1: 3,282 shares; 2026Q2: 3,056 shares 3,056 $494K 0.05% -226 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,047 shares; 2025Q2: 3,411 shares; 2025Q3: 3,323 shares; 2025Q4: 3,263 shares; 2026Q1: 3,248 shares; 2026Q2: 3,195 shares 3,195 $486K 0.05% -53 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,336 shares; 2026Q2: 5,797 shares 5,797 $477K 0.05% +461 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,773 shares; 2025Q2: 7,019 shares; 2025Q3: 4,901 shares; 2025Q4: 5,086 shares; 2026Q1: 5,624 shares; 2026Q2: 5,844 shares 5,844 $475K 0.05% +220 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 9,932 shares; 2025Q3: 7,682 shares; 2025Q4: 8,065 shares; 2026Q1: 8,162 shares; 2026Q2: 8,200 shares 8,200 $474K 0.05% +38 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,177 shares; 2025Q2: 2,182 shares; 2025Q3: 2,064 shares; 2025Q4: 2,464 shares; 2026Q1: 2,517 shares; 2026Q2: 4,035 shares 4,035 $473K 0.05% +1,518 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,923 shares; 2025Q4: 8,923 shares; 2026Q1: 8,923 shares; 2026Q2: 8,923 shares 8,923 $471K 0.05% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 872 shares; 2025Q2: 1,007 shares; 2025Q3: 865 shares; 2025Q4: 813 shares; 2026Q1: 788 shares; 2026Q2: 866 shares 866 $445K 0.04% +78 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,057 shares; 2025Q2: 7,163 shares; 2025Q3: 6,773 shares; 2025Q4: 6,816 shares; 2026Q1: 6,028 shares; 2026Q2: 4,347 shares 4,347 $445K 0.04% -1,681 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,051 shares; 2025Q2: 2,459 shares; 2025Q3: 1,632 shares; 2025Q4: 1,415 shares; 2026Q1: 1,626 shares; 2026Q2: 1,634 shares 1,634 $442K 0.04% +8 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,637 shares; 2025Q2: 15,817 shares; 2025Q3: 14,219 shares; 2025Q4: 13,803 shares; 2026Q1: 18,155 shares; 2026Q2: 19,130 shares 19,130 $436K 0.04% +975 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,448 shares; 2026Q2: 4,179 shares 4,179 $434K 0.04% +731 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,985 shares; 2025Q2: 2,985 shares; 2025Q3: 2,991 shares; 2025Q4: 2,991 shares; 2026Q1: 3,020 shares; 2026Q2: 4,621 shares 4,621 $424K 0.04% +1,601 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,280 shares; 2025Q2: 2,246 shares; 2025Q3: 1,427 shares; 2025Q4: 1,561 shares; 2026Q1: 1,422 shares; 2026Q2: 1,502 shares 1,502 $422K 0.04% +80 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,123 shares; 2025Q2: 20,998 shares; 2025Q3: 20,716 shares; 2025Q4: 20,591 shares; 2026Q1: 3,150 shares; 2026Q2: 4,626 shares 4,626 $419K 0.04% +1,476 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 277 shares; 2025Q4: 381 shares; 2026Q1: 492 shares; 2026Q2: 409 shares 409 $414K 0.04% -83 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,606 shares 2,606 $413K 0.04% new Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,354 shares; 2026Q1: 18,354 shares; 2026Q2: 18,354 shares 18,354 $413K 0.04% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,666 shares; 2025Q3: not reported; 2025Q4: 1,693 shares; 2026Q1: 2,129 shares; 2026Q2: 2,402 shares 2,402 $408K 0.04% +273 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,857 shares 2,857 $399K 0.04% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,105 shares; 2026Q2: 6,611 shares 6,611 $395K 0.04% +2,506 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,328 shares; 2025Q2: 6,446 shares; 2025Q3: 4,304 shares; 2025Q4: 4,306 shares; 2026Q1: 4,327 shares; 2026Q2: 4,516 shares 4,516 $393K 0.04% +189 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,394 shares; 2026Q1: 8,499 shares; 2026Q2: 8,630 shares 8,630 $393K 0.04% +131 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,718 shares; 2026Q2: 11,718 shares 11,718 $389K 0.04% 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,853 shares; 2025Q2: 6,751 shares; 2025Q3: 6,503 shares; 2025Q4: 6,255 shares; 2026Q1: 6,255 shares; 2026Q2: 6,430 shares 6,430 $384K 0.04% +175 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,340 shares; 2025Q4: 10,340 shares; 2026Q1: 10,340 shares; 2026Q2: 10,340 shares 10,340 $382K 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,955 shares; 2025Q2: 1,956 shares; 2025Q3: 1,712 shares; 2025Q4: 1,927 shares; 2026Q1: 2,007 shares; 2026Q2: 1,811 shares 1,811 $379K 0.04% -196 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,156 shares; 2025Q2: 2,963 shares; 2025Q3: 2,042 shares; 2025Q4: 2,117 shares; 2026Q1: 2,003 shares; 2026Q2: 1,498 shares 1,498 $378K 0.04% -505 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,232 shares; 2025Q2: 5,281 shares; 2025Q3: 5,388 shares; 2025Q4: 5,367 shares; 2026Q1: 5,181 shares; 2026Q2: 5,016 shares 5,016 $377K 0.04% -165 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 239 shares; 2025Q2: 295 shares; 2025Q3: not reported; 2025Q4: 3,898 shares; 2026Q1: 4,354 shares; 2026Q2: 5,237 shares 5,237 $374K 0.04% +883 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,244 shares; 2025Q2: 2,725 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,715 shares; 2026Q2: 2,775 shares 2,775 $362K 0.04% +60 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,835 shares; 2026Q1: 3,290 shares; 2026Q2: 4,728 shares 4,728 $360K 0.03% +1,438 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,324 shares; 2025Q2: 3,076 shares; 2025Q3: 2,288 shares; 2025Q4: 1,828 shares; 2026Q1: 1,172 shares; 2026Q2: 1,176 shares 1,176 $356K 0.03% +4 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,588 shares; 2025Q3: 3,210 shares; 2025Q4: 3,761 shares; 2026Q1: 4,826 shares; 2026Q2: 3,498 shares 3,498 $351K 0.03% -1,328 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,372 shares 1,372 $350K 0.03% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,019 shares; 2026Q2: 4,740 shares 4,740 $344K 0.03% -279 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,446 shares; 2025Q2: 9,377 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,567 shares; 2026Q2: 3,953 shares 3,953 $342K 0.03% +1,386 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,320 shares; 2026Q2: 16,323 shares 16,323 $339K 0.03% +3 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,715 shares 4,715 $339K 0.03% new Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,688 shares; 2026Q2: 8,438 shares 8,438 $336K 0.03% +2,750 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,115 shares; 2025Q2: 4,971 shares; 2025Q3: 4,470 shares; 2025Q4: 4,172 shares; 2026Q1: 3,797 shares; 2026Q2: 3,774 shares 3,774 $331K 0.03% -23 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,994 shares; 2025Q2: 10,254 shares; 2025Q3: 9,934 shares; 2025Q4: 9,871 shares; 2026Q1: 9,803 shares; 2026Q2: 9,772 shares 9,772 $331K 0.03% -31 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,400 shares; 2026Q1: 2,621 shares; 2026Q2: 2,772 shares 2,772 $328K 0.03% +151 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 7,835 shares; 2025Q3: 8,389 shares; 2025Q4: 7,950 shares; 2026Q1: 9,112 shares; 2026Q2: 7,157 shares 7,157 $326K 0.03% -1,955 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,851 shares; 2025Q2: 1,997 shares; 2025Q3: 1,713 shares; 2025Q4: 1,741 shares; 2026Q1: 2,195 shares; 2026Q2: 1,960 shares 1,960 $325K 0.03% -235 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,671 shares; 2025Q2: 6,671 shares; 2025Q3: 6,671 shares; 2025Q4: 6,671 shares; 2026Q1: 6,671 shares; 2026Q2: 6,671 shares 6,671 $319K 0.03% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,041 shares; 2025Q2: 4,068 shares; 2025Q3: 4,711 shares; 2025Q4: 4,416 shares; 2026Q1: 4,416 shares; 2026Q2: 4,463 shares 4,463 $318K 0.03% +47 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,200 shares; 2025Q2: 4,300 shares; 2025Q3: 2,700 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,063 shares 2,063 $317K 0.03% new Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,254 shares; 2025Q3: 5,968 shares; 2025Q4: 8,893 shares; 2026Q1: 8,102 shares; 2026Q2: 6,292 shares 6,292 $313K 0.03% -1,810 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,100 shares; 2025Q4: 2,300 shares; 2026Q1: 2,606 shares; 2026Q2: 2,020 shares 2,020 $313K 0.03% -586 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $311K 0.03% new Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,006 shares; 2025Q2: 7,006 shares; 2025Q3: 7,006 shares; 2025Q4: 7,006 shares; 2026Q1: 7,006 shares; 2026Q2: 7,006 shares 7,006 $311K 0.03% 0 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,628 shares 38,628 $305K 0.03% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 49,250 shares; 2025Q2: 49,250 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 16,100 shares; 2026Q2: 16,100 shares 16,100 $304K 0.03% 0 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,028 shares 2,028 $301K 0.03% new Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,968 shares; 2025Q4: 6,968 shares; 2026Q1: 6,968 shares; 2026Q2: 9,813 shares 9,813 $294K 0.03% +2,845 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,186 shares; 2025Q2: 2,463 shares; 2025Q3: 2,446 shares; 2025Q4: 2,444 shares; 2026Q1: 2,444 shares; 2026Q2: 2,459 shares 2,459 $293K 0.03% +15 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,821 shares; 2025Q4: 3,851 shares; 2026Q1: 4,197 shares; 2026Q2: 3,830 shares 3,830 $289K 0.03% -367 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,068 shares; 2025Q2: 17,798 shares; 2025Q3: 1,337 shares; 2025Q4: not reported; 2026Q1: 2,138 shares; 2026Q2: 1,970 shares 1,970 $289K 0.03% -168 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,479 shares; 2025Q2: 4,673 shares; 2025Q3: 3,729 shares; 2025Q4: 3,729 shares; 2026Q1: 3,729 shares; 2026Q2: 3,729 shares 3,729 $281K 0.03% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 26,747 shares; 2025Q2: 22,380 shares; 2025Q3: 16,513 shares; 2025Q4: 11,808 shares; 2026Q1: 7,130 shares; 2026Q2: 5,791 shares 5,791 $280K 0.03% -1,339 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,290 shares 6,290 $276K 0.03% new Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,390 shares; 2025Q3: 3,446 shares; 2025Q4: 3,446 shares; 2026Q1: 3,446 shares; 2026Q2: 3,446 shares 3,446 $275K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,790 shares 5,790 $275K 0.03% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,693 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,415 shares 2,415 $270K 0.03% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,560 shares; 2025Q2: 4,365 shares; 2025Q3: 3,499 shares; 2025Q4: 2,834 shares; 2026Q1: 2,647 shares; 2026Q2: 2,463 shares 2,463 $269K 0.03% -184 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,610 shares; 2025Q2: 5,566 shares; 2025Q3: 5,671 shares; 2025Q4: 5,799 shares; 2026Q1: 5,940 shares; 2026Q2: 5,866 shares 5,866 $268K 0.03% -74 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 6,081 shares; 2025Q3: 3,171 shares; 2025Q4: 3,171 shares; 2026Q1: 3,167 shares; 2026Q2: 3,080 shares 3,080 $267K 0.03% -87 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,485 shares; 2025Q2: 6,239 shares; 2025Q3: 2,428 shares; 2025Q4: 2,367 shares; 2026Q1: 2,323 shares; 2026Q2: 2,327 shares 2,327 $266K 0.03% +4 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,565 shares; 2026Q1: 1,439 shares; 2026Q2: 1,680 shares 1,680 $265K 0.03% +241 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,653 shares; 2025Q2: 5,653 shares; 2025Q3: 5,250 shares; 2025Q4: 5,218 shares; 2026Q1: 5,218 shares; 2026Q2: 5,052 shares 5,052 $265K 0.03% -166 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,056 shares; 2025Q4: 5,056 shares; 2026Q1: 5,098 shares; 2026Q2: 5,056 shares 5,056 $264K 0.03% -42 Timeline DDFZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,590 shares 13,590 $264K 0.03% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,731 shares; 2026Q1: 3,650 shares; 2026Q2: 2,511 shares 2,511 $260K 0.03% -1,139 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,638 shares; 2025Q3: 2,984 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,710 shares 2,710 $259K 0.03% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,460 shares; 2025Q2: 5,460 shares; 2025Q3: 5,310 shares; 2025Q4: 5,310 shares; 2026Q1: 5,226 shares; 2026Q2: 5,226 shares 5,226 $258K 0.02% 0 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,017 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares; 2026Q1: 2,017 shares; 2026Q2: 2,017 shares 2,017 $258K 0.02% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,050 shares 1,050 $255K 0.02% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares; 2026Q1: 3,075 shares; 2026Q2: 3,075 shares 3,075 $253K 0.02% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,437 shares; 2025Q2: 7,238 shares; 2025Q3: 7,088 shares; 2025Q4: 7,206 shares; 2026Q1: 8,018 shares; 2026Q2: 1,191 shares 1,191 $251K 0.02% -6,827 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,984 shares; 2025Q2: 2,655 shares; 2025Q3: 2,290 shares; 2025Q4: 2,315 shares; 2026Q1: 2,403 shares; 2026Q2: 2,570 shares 2,570 $243K 0.02% +167 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 837 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 696 shares; 2026Q2: 671 shares 671 $243K 0.02% -25 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,808 shares; 2025Q2: 2,816 shares; 2025Q3: 2,446 shares; 2025Q4: 2,093 shares; 2026Q1: not reported; 2026Q2: 2,605 shares 2,605 $236K 0.02% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 6,619 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,511 shares 2,511 $231K 0.02% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 971 shares; 2025Q3: 975 shares; 2025Q4: 1,123 shares; 2026Q1: 1,146 shares; 2026Q2: 1,148 shares 1,148 $230K 0.02% +2 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 285 shares 285 $227K 0.02% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 606 shares 606 $226K 0.02% new Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,043 shares 8,043 $226K 0.02% new 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 683 shares 683 $225K 0.02% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,179 shares; 2025Q2: 6,323 shares; 2025Q3: 3,494 shares; 2025Q4: 2,962 shares; 2026Q1: 3,605 shares; 2026Q2: 1,534 shares 1,534 $225K 0.02% -2,071 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,485 shares 1,485 $225K 0.02% new 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 28,893 shares; 2025Q2: 29,977 shares; 2025Q3: 30,724 shares; 2025Q4: 3,570 shares; 2026Q1: 2,906 shares; 2026Q2: 2,705 shares 2,705 $220K 0.02% -201 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,303 shares; 2025Q4: 4,302 shares; 2026Q1: 4,307 shares; 2026Q2: 4,313 shares 4,313 $218K 0.02% +6 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 6,947 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,411 shares 10,411 $216K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,809 shares; 2025Q2: 6,732 shares; 2025Q3: 6,971 shares; 2025Q4: 7,352 shares; 2026Q1: 7,828 shares; 2026Q2: 5,026 shares 5,026 $215K 0.02% -2,802 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,756 shares; 2025Q4: 9,756 shares; 2026Q1: 9,756 shares; 2026Q2: 9,756 shares 9,756 $214K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,656 shares; 2026Q2: 1,688 shares 1,688 $214K 0.02% +32 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 8,575 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,302 shares 7,302 $211K 0.02% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,644 shares; 2025Q2: 6,063 shares; 2025Q3: 5,503 shares; 2025Q4: not reported; 2026Q1: 4,992 shares; 2026Q2: 5,015 shares 5,015 $208K 0.02% +23 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,045 shares 7,045 $207K 0.02% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,688 shares 2,688 $207K 0.02% new Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,761 shares 1,761 $207K 0.02% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,930 shares; 2025Q2: 4,568 shares; 2025Q3: 4,128 shares; 2025Q4: 3,987 shares; 2026Q1: 3,285 shares; 2026Q2: 2,614 shares 2,614 $206K 0.02% -671 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,406 shares; 2025Q2: 8,396 shares; 2025Q3: 8,413 shares; 2025Q4: 8,436 shares; 2026Q1: 8,448 shares; 2026Q2: 8,465 shares 8,465 $205K 0.02% +17 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 612 shares 612 $205K 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 668 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 323 shares 323 $205K 0.02% new Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,279 shares; 2025Q2: 3,024 shares; 2025Q3: 2,178 shares; 2025Q4: 1,769 shares; 2026Q1: 1,265 shares; 2026Q2: 850 shares 850 $205K 0.02% -415 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,439 shares; 2025Q2: 6,880 shares; 2025Q3: 6,660 shares; 2025Q4: 6,247 shares; 2026Q1: 6,318 shares; 2026Q2: 6,116 shares 6,116 $205K 0.02% -202 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $203K 0.02% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,221 shares 3,221 $203K 0.02% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,987 shares; 2025Q2: 9,451 shares; 2025Q3: 9,740 shares; 2025Q4: 9,946 shares; 2026Q1: 10,768 shares; 2026Q2: 8,700 shares 8,700 $201K 0.02% -2,068 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 919 shares 919 $201K 0.02% new Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $164K 0.02% 0 Timeline