LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,722 shares; 2025Q1: 21,441 shares; 2025Q2: 21,736 shares; 2025Q3: 18,688 shares; 2025Q4: 18,713 shares; 2026Q1: 17,046 shares; 2026Q2: not loaded; 2026Q3: 16,555 shares 16,555 $19.2M 10.59% Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,829 shares; 2025Q1: 14,654 shares; 2025Q2: 16,084 shares; 2025Q3: 14,090 shares; 2025Q4: 15,585 shares; 2026Q1: 13,462 shares; 2026Q2: not loaded; 2026Q3: 14,415 shares 14,415 $11M 6.08% Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,651 shares; 2025Q1: 58,965 shares; 2025Q2: 68,178 shares; 2025Q3: 73,643 shares; 2025Q4: 74,131 shares; 2026Q1: 73,765 shares; 2026Q2: not loaded; 2026Q3: 72,646 shares 72,646 $8.01M 4.43% 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; 2024Q4: 42,116 shares; 2025Q1: 53,374 shares; 2025Q2: 60,250 shares; 2025Q3: 63,136 shares; 2025Q4: 62,351 shares; 2026Q1: 61,440 shares; 2026Q2: not loaded; 2026Q3: 62,106 shares 62,106 $7.64M 4.23% Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,524 shares; 2025Q1: 120,092 shares; 2025Q2: 144,959 shares; 2025Q3: 147,038 shares; 2025Q4: 146,417 shares; 2026Q1: 133,987 shares; 2026Q2: not loaded; 2026Q3: 129,489 shares 129,489 $6.96M 3.85% Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,135 shares; 2025Q1: 8,608 shares; 2025Q2: 9,593 shares; 2025Q3: 7,939 shares; 2025Q4: 9,570 shares; 2026Q1: 7,884 shares; 2026Q2: not loaded; 2026Q3: 10,548 shares 10,548 $5.41M 2.99% Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,246 shares; 2025Q1: 12,811 shares; 2025Q2: 12,673 shares; 2025Q3: 10,619 shares; 2025Q4: 12,458 shares; 2026Q1: 10,060 shares; 2026Q2: not loaded; 2026Q3: 13,991 shares 13,991 $4.66M 2.58% Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,852 shares; 2025Q1: 14,492 shares; 2025Q2: 15,549 shares; 2025Q3: 12,678 shares; 2025Q4: 15,340 shares; 2026Q1: 12,650 shares; 2026Q2: not loaded; 2026Q3: 15,839 shares 15,839 $3.95M 2.18% Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,579 shares; 2025Q1: 7,374 shares; 2025Q2: 13,316 shares; 2025Q3: 9,454 shares; 2025Q4: 13,018 shares; 2026Q1: 8,528 shares; 2026Q2: not loaded; 2026Q3: 11,458 shares 11,458 $3.9M 2.16% Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,200 shares; 2025Q1: 12,198 shares; 2025Q2: 12,866 shares; 2025Q3: 10,052 shares; 2025Q4: 16,508 shares; 2026Q1: 9,357 shares; 2026Q2: not loaded; 2026Q3: 15,469 shares 15,469 $3.53M 1.95% Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,103 shares; 2025Q1: 28,636 shares; 2025Q2: 32,821 shares; 2025Q3: 28,242 shares; 2025Q4: 32,657 shares; 2026Q1: 28,172 shares; 2026Q2: not loaded; 2026Q3: 32,446 shares 32,446 $3.37M 1.86% Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,699 shares; 2025Q1: 9,921 shares; 2025Q2: 35,227 shares; 2025Q3: 9,417 shares; 2025Q4: 35,057 shares; 2026Q1: 9,417 shares; 2026Q2: not loaded; 2026Q3: 34,437 shares 34,437 $3.27M 1.81% Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,628 shares; 2025Q1: 51,684 shares; 2025Q2: 51,115 shares; 2025Q3: 47,158 shares; 2025Q4: 46,834 shares; 2026Q1: 47,250 shares; 2026Q2: not loaded; 2026Q3: 36,123 shares 36,123 $3.2M 1.77% Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,066 shares; 2025Q1: 35,504 shares; 2025Q2: 35,147 shares; 2025Q3: 32,727 shares; 2025Q4: 32,078 shares; 2026Q1: 33,548 shares; 2026Q2: not loaded; 2026Q3: 26,369 shares 26,369 $2.69M 1.49% Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,571 shares; 2025Q1: 9,683 shares; 2025Q2: 8,016 shares; 2025Q3: 5,651 shares; 2025Q4: 7,861 shares; 2026Q1: 5,246 shares; 2026Q2: not loaded; 2026Q3: 7,027 shares 7,027 $2.42M 1.34% Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,244 shares; 2025Q1: 5,845 shares; 2025Q2: 7,405 shares; 2025Q3: 5,874 shares; 2025Q4: 7,675 shares; 2026Q1: 5,874 shares; 2026Q2: not loaded; 2026Q3: 26,694 shares 26,694 $2.3M 1.27% Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,367 shares; 2025Q1: 30,087 shares; 2025Q2: 38,906 shares; 2025Q3: 38,429 shares; 2025Q4: 38,195 shares; 2026Q1: 36,669 shares; 2026Q2: not loaded; 2026Q3: 40,507 shares 40,507 $2.24M 1.24% 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; 2024Q4: 7,425 shares; 2025Q1: 7,465 shares; 2025Q2: 6,696 shares; 2025Q3: 6,388 shares; 2025Q4: 6,577 shares; 2026Q1: 6,710 shares; 2026Q2: not loaded; 2026Q3: 7,735 shares 7,735 $2.2M 1.22% Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,275 shares; 2025Q3: 2,204 shares; 2025Q4: not reported; 2026Q1: 308 shares; 2026Q2: not loaded; 2026Q3: 2,632 shares 2,632 $2.13M 1.18% Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,140 shares; 2025Q1: 5,293 shares; 2025Q2: 5,263 shares; 2025Q3: 5,149 shares; 2025Q4: 5,593 shares; 2026Q1: 4,979 shares; 2026Q2: not loaded; 2026Q3: 5,928 shares 5,928 $1.96M 1.08% Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,388 shares; 2025Q1: 10,327 shares; 2025Q2: 17,328 shares; 2025Q3: 12,817 shares; 2025Q4: 16,213 shares; 2026Q1: 11,567 shares; 2026Q2: not loaded; 2026Q3: 11,515 shares 11,515 $1.67M 0.93% Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,415 shares; 2025Q1: 3,032 shares; 2025Q2: 3,547 shares; 2025Q3: 2,994 shares; 2025Q4: 4,683 shares; 2026Q1: 3,224 shares; 2026Q2: not loaded; 2026Q3: 7,345 shares 7,345 $1.5M 0.83% Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,725 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 45,908 shares 45,908 $1.47M 0.81% Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,960 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 30,983 shares 30,983 $1.47M 0.81% Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,307 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 3,401 shares 3,401 $1.35M 0.75% Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 15,806 shares 15,806 $1.28M 0.71% Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,140 shares; 2025Q1: 3,200 shares; 2025Q2: 3,262 shares; 2025Q3: 3,458 shares; 2025Q4: 3,229 shares; 2026Q1: 4,122 shares; 2026Q2: not loaded; 2026Q3: 5,565 shares 5,565 $1.28M 0.71% Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,625 shares; 2025Q1: 2,949 shares; 2025Q2: 3,425 shares; 2025Q3: 2,511 shares; 2025Q4: 3,496 shares; 2026Q1: 2,485 shares; 2026Q2: not loaded; 2026Q3: 3,464 shares 3,464 $1.24M 0.69% 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; 2024Q4: 3,570 shares; 2025Q1: 2,343 shares; 2025Q2: 4,014 shares; 2025Q3: 2,313 shares; 2025Q4: 3,984 shares; 2026Q1: 6,682 shares; 2026Q2: not loaded; 2026Q3: 10,311 shares 10,311 $1.23M 0.68% Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,088 shares; 2025Q1: not reported; 2025Q2: 60,148 shares; 2025Q3: not reported; 2025Q4: 60,148 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 66,256 shares 66,256 $1.23M 0.68% Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,769 shares; 2025Q1: 11,492 shares; 2025Q2: 44,430 shares; 2025Q3: 11,177 shares; 2025Q4: 44,730 shares; 2026Q1: 11,177 shares; 2026Q2: not loaded; 2026Q3: 33,092 shares 33,092 $1.23M 0.68% Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,542 shares; 2025Q1: 15,416 shares; 2025Q2: 36,317 shares; 2025Q3: 38,615 shares; 2025Q4: 38,891 shares; 2026Q1: 33,667 shares; 2026Q2: not loaded; 2026Q3: 42,478 shares 42,478 $1.21M 0.67% Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,494 shares; 2026Q2: not loaded; 2026Q3: 17,794 shares 17,794 $1.15M 0.64% Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,491 shares; 2025Q2: 7,046 shares; 2025Q3: 6,786 shares; 2025Q4: 6,955 shares; 2026Q1: 7,707 shares; 2026Q2: not loaded; 2026Q3: 8,296 shares 8,296 $1.14M 0.63% Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,916 shares; 2025Q1: 6,940 shares; 2025Q2: 7,016 shares; 2025Q3: 6,981 shares; 2025Q4: 8,097 shares; 2026Q1: 7,050 shares; 2026Q2: not loaded; 2026Q3: 10,580 shares 10,580 $1.14M 0.63% Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,146 shares; 2025Q1: 1,499 shares; 2025Q2: 2,152 shares; 2025Q3: 1,479 shares; 2025Q4: 2,300 shares; 2026Q1: 1,387 shares; 2026Q2: not loaded; 2026Q3: 2,281 shares 2,281 $1.14M 0.63% Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,752 shares; 2025Q1: 1,979 shares; 2025Q2: 2,259 shares; 2025Q3: 2,154 shares; 2025Q4: 2,266 shares; 2026Q1: 1,763 shares; 2026Q2: not loaded; 2026Q3: 2,207 shares 2,207 $1.12M 0.62% Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,171 shares; 2026Q2: not loaded; 2026Q3: 8,379 shares 8,379 $1.12M 0.62% 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; 2024Q4: not reported; 2025Q1: 1,909 shares; 2025Q2: 1,909 shares; 2025Q3: 1,874 shares; 2025Q4: 1,879 shares; 2026Q1: 1,336 shares; 2026Q2: not loaded; 2026Q3: 2,528 shares 2,528 $1.08M 0.6% Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,019 shares; 2025Q1: 7,987 shares; 2025Q2: 7,987 shares; 2025Q3: 7,781 shares; 2025Q4: 7,774 shares; 2026Q1: 7,172 shares; 2026Q2: not loaded; 2026Q3: 10,429 shares 10,429 $1.04M 0.57% Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,300 shares; 2025Q1: 3,225 shares; 2025Q2: 3,060 shares; 2025Q3: 3,014 shares; 2025Q4: 3,022 shares; 2026Q1: 7,502 shares; 2026Q2: not loaded; 2026Q3: 10,454 shares 10,454 $1.03M 0.57% Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,950 shares; 2025Q1: 18,341 shares; 2025Q2: 26,451 shares; 2025Q3: 27,081 shares; 2025Q4: 23,278 shares; 2026Q1: 18,625 shares; 2026Q2: not loaded; 2026Q3: 20,847 shares 20,847 $1.02M 0.56% Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,063 shares; 2025Q1: 4,872 shares; 2025Q2: 4,746 shares; 2025Q3: 4,033 shares; 2025Q4: 4,194 shares; 2026Q1: 4,414 shares; 2026Q2: not loaded; 2026Q3: 6,003 shares 6,003 $983K 0.54% Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,091 shares; 2025Q1: 12,842 shares; 2025Q2: 10,361 shares; 2025Q3: 9,746 shares; 2025Q4: 9,769 shares; 2026Q1: 9,166 shares; 2026Q2: not loaded; 2026Q3: 10,045 shares 10,045 $982K 0.54% Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,776 shares; 2025Q1: 7,073 shares; 2025Q2: 11,046 shares; 2025Q3: 9,721 shares; 2025Q4: 9,987 shares; 2026Q1: 6,579 shares; 2026Q2: not loaded; 2026Q3: 7,746 shares 7,746 $982K 0.54% 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; 2024Q4: 2,718 shares; 2025Q1: 2,672 shares; 2025Q2: 2,557 shares; 2025Q3: 2,506 shares; 2025Q4: 2,010 shares; 2026Q1: 2,385 shares; 2026Q2: not loaded; 2026Q3: 5,946 shares 5,946 $970K 0.54% Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,058 shares; 2025Q2: 6,266 shares; 2025Q3: 6,184 shares; 2025Q4: 5,565 shares; 2026Q1: 6,289 shares; 2026Q2: not loaded; 2026Q3: 7,277 shares 7,277 $942K 0.52% Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,340 shares; 2025Q1: 36,159 shares; 2025Q2: 77,394 shares; 2025Q3: 104,020 shares; 2025Q4: 100,546 shares; 2026Q1: 73,035 shares; 2026Q2: not loaded; 2026Q3: 49,471 shares 49,471 $927K 0.51% Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,934 shares; 2025Q1: not reported; 2025Q2: 3,997 shares; 2025Q3: not reported; 2025Q4: 3,997 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 3,997 shares 3,997 $926K 0.51% Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,250 shares; 2025Q1: 2,580 shares; 2025Q2: 2,298 shares; 2025Q3: 2,115 shares; 2025Q4: 2,307 shares; 2026Q1: 2,072 shares; 2026Q2: not loaded; 2026Q3: 3,496 shares 3,496 $926K 0.51% Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,722 shares; 2026Q1: 4,722 shares; 2026Q2: not loaded; 2026Q3: 12,941 shares 12,941 $914K 0.51% Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 5,473 shares 5,473 $891K 0.49% Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,838 shares; 2025Q1: 7,214 shares; 2025Q2: 15,528 shares; 2025Q3: 7,164 shares; 2025Q4: 15,403 shares; 2026Q1: 6,911 shares; 2026Q2: not loaded; 2026Q3: 10,976 shares 10,976 $891K 0.49% Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,024 shares; 2025Q2: 2,125 shares; 2025Q3: 2,517 shares; 2025Q4: 1,137 shares; 2026Q1: 1,930 shares; 2026Q2: not loaded; 2026Q3: 3,269 shares 3,269 $889K 0.49% Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,331 shares; 2025Q1: 1,317 shares; 2025Q2: 1,289 shares; 2025Q3: 1,285 shares; 2025Q4: 1,285 shares; 2026Q1: 1,235 shares; 2026Q2: not loaded; 2026Q3: 2,093 shares 2,093 $882K 0.49% Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,688 shares; 2025Q1: 4,354 shares; 2025Q2: 4,392 shares; 2025Q3: 3,916 shares; 2025Q4: 4,316 shares; 2026Q1: 3,766 shares; 2026Q2: not loaded; 2026Q3: 5,897 shares 5,897 $857K 0.47% Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,318 shares; 2025Q1: 4,385 shares; 2025Q2: 4,416 shares; 2025Q3: 4,496 shares; 2025Q4: 4,438 shares; 2026Q1: 4,438 shares; 2026Q2: not loaded; 2026Q3: 4,582 shares 4,582 $851K 0.47% Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,791 shares; 2025Q1: 38,738 shares; 2025Q2: 20,590 shares; 2025Q3: 19,152 shares; 2025Q4: 18,799 shares; 2026Q1: 17,628 shares; 2026Q2: not loaded; 2026Q3: 13,857 shares 13,857 $822K 0.45% Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,060 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 23,022 shares 23,022 $801K 0.44% Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,744 shares; 2026Q2: not loaded; 2026Q3: 12,448 shares 12,448 $801K 0.44% Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,994 shares; 2025Q1: 4,497 shares; 2025Q2: 5,315 shares; 2025Q3: 4,271 shares; 2025Q4: 5,843 shares; 2026Q1: 4,299 shares; 2026Q2: not loaded; 2026Q3: 6,036 shares 6,036 $799K 0.44% Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 672 shares; 2025Q1: 692 shares; 2025Q2: 691 shares; 2025Q3: 671 shares; 2025Q4: 674 shares; 2026Q1: 662 shares; 2026Q2: not loaded; 2026Q3: 868 shares 868 $782K 0.43% Timeline SECU 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 16,027 shares 16,027 $778K 0.43% Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,644 shares; 2025Q1: 10,569 shares; 2025Q2: 12,519 shares; 2025Q3: 10,319 shares; 2025Q4: 12,269 shares; 2026Q1: 9,886 shares; 2026Q2: not loaded; 2026Q3: 11,561 shares 11,561 $772K 0.43% Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,140 shares; 2025Q1: 14,520 shares; 2025Q2: 24,540 shares; 2025Q3: 13,920 shares; 2025Q4: 24,540 shares; 2026Q1: 13,920 shares; 2026Q2: not loaded; 2026Q3: 24,360 shares 24,360 $767K 0.42% Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 813 shares; 2025Q1: 791 shares; 2025Q2: 752 shares; 2025Q3: 743 shares; 2025Q4: 765 shares; 2026Q1: 730 shares; 2026Q2: not loaded; 2026Q3: 1,104 shares 1,104 $745K 0.41% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 23,176 shares 23,176 $740K 0.41% Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 683 shares; 2025Q1: 802 shares; 2025Q2: 777 shares; 2025Q3: 777 shares; 2025Q4: 883 shares; 2026Q1: 788 shares; 2026Q2: not loaded; 2026Q3: 962 shares 962 $698K 0.39% Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,624 shares; 2025Q1: 1,503 shares; 2025Q2: 1,389 shares; 2025Q3: 1,366 shares; 2025Q4: 1,363 shares; 2026Q1: 1,458 shares; 2026Q2: not loaded; 2026Q3: 2,664 shares 2,664 $697K 0.39% Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 11,046 shares 11,046 $680K 0.38% Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,436 shares; 2025Q1: 2,479 shares; 2025Q2: 2,227 shares; 2025Q3: 2,151 shares; 2025Q4: 2,178 shares; 2026Q1: 2,109 shares; 2026Q2: not loaded; 2026Q3: 2,370 shares 2,370 $674K 0.37% Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,611 shares; 2025Q1: 2,501 shares; 2025Q2: 2,487 shares; 2025Q3: 2,487 shares; 2025Q4: 2,426 shares; 2026Q1: 2,426 shares; 2026Q2: not loaded; 2026Q3: 2,426 shares 2,426 $674K 0.37% Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 11,035 shares 11,035 $670K 0.37% Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 2,029 shares 2,029 $654K 0.36% Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 6,443 shares 6,443 $652K 0.36% Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,140 shares; 2025Q1: 9,045 shares; 2025Q2: 9,045 shares; 2025Q3: 9,045 shares; 2025Q4: 9,045 shares; 2026Q1: 9,045 shares; 2026Q2: not loaded; 2026Q3: 9,045 shares 9,045 $651K 0.36% Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 7,598 shares 7,598 $648K 0.36% Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 9,200 shares 9,200 $640K 0.35% Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,915 shares; 2025Q1: 24,038 shares; 2025Q2: 21,116 shares; 2025Q3: 20,032 shares; 2025Q4: 20,103 shares; 2026Q1: 18,684 shares; 2026Q2: not loaded; 2026Q3: 11,542 shares 11,542 $628K 0.35% Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,856 shares; 2025Q1: not reported; 2025Q2: 3,919 shares; 2025Q3: not reported; 2025Q4: 4,028 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 3,748 shares 3,748 $623K 0.34% Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,240 shares; 2026Q2: not loaded; 2026Q3: 6,664 shares 6,664 $608K 0.34% Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 12,926 shares 12,926 $600K 0.33% Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,388 shares; 2025Q1: 6,625 shares; 2025Q2: 5,733 shares; 2025Q3: 5,715 shares; 2025Q4: 5,656 shares; 2026Q1: 5,295 shares; 2026Q2: not loaded; 2026Q3: 7,897 shares 7,897 $598K 0.33% Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 3,488 shares 3,488 $596K 0.33% Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 5,227 shares 5,227 $593K 0.33% 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; 2024Q4: 1,638 shares; 2025Q1: 1,648 shares; 2025Q2: 1,648 shares; 2025Q3: 1,648 shares; 2025Q4: 1,646 shares; 2026Q1: 1,643 shares; 2026Q2: not loaded; 2026Q3: 1,660 shares 1,660 $592K 0.33% Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,724 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,246 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 26,001 shares 26,001 $566K 0.31% Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 464 shares; 2025Q2: 639 shares; 2025Q3: 458 shares; 2025Q4: 639 shares; 2026Q1: 458 shares; 2026Q2: not loaded; 2026Q3: 780 shares 780 $547K 0.3% Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 939 shares; 2026Q1: 764 shares; 2026Q2: not loaded; 2026Q3: 1,542 shares 1,542 $542K 0.3% Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,180 shares; 2025Q3: 5,180 shares; 2025Q4: 5,026 shares; 2026Q1: 5,026 shares; 2026Q2: not loaded; 2026Q3: 5,026 shares 5,026 $536K 0.3% Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,213 shares; 2025Q1: 4,013 shares; 2025Q2: 4,013 shares; 2025Q3: 4,013 shares; 2025Q4: 4,013 shares; 2026Q1: 3,813 shares; 2026Q2: not loaded; 2026Q3: 5,113 shares 5,113 $531K 0.29% Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 783 shares; 2025Q4: 783 shares; 2026Q1: 768 shares; 2026Q2: not loaded; 2026Q3: 693 shares 693 $531K 0.29% Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 949 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 847 shares 847 $518K 0.29% Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 283 shares; 2025Q1: 114 shares; 2025Q2: 293 shares; 2025Q3: 114 shares; 2025Q4: 293 shares; 2026Q1: 114 shares; 2026Q2: not loaded; 2026Q3: 293 shares 293 $502K 0.28% Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,199 shares; 2025Q2: 4,149 shares; 2025Q3: 4,419 shares; 2025Q4: 4,469 shares; 2026Q1: 4,569 shares; 2026Q2: not loaded; 2026Q3: 4,939 shares 4,939 $499K 0.28% Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 1,224 shares 1,224 $498K 0.28% Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,811 shares; 2025Q1: 1,811 shares; 2025Q2: 1,816 shares; 2025Q3: 1,801 shares; 2025Q4: 1,991 shares; 2026Q1: 1,812 shares; 2026Q2: not loaded; 2026Q3: 2,116 shares 2,116 $489K 0.27% Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 9,331 shares 9,331 $468K 0.26% Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,058 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 5,717 shares 5,717 $458K 0.25% Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 508 shares; 2025Q1: 693 shares; 2025Q2: 649 shares; 2025Q3: 616 shares; 2025Q4: 649 shares; 2026Q1: 623 shares; 2026Q2: not loaded; 2026Q3: 815 shares 815 $449K 0.25% Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 377 shares; 2025Q2: 379 shares; 2025Q3: 373 shares; 2025Q4: 389 shares; 2026Q1: 376 shares; 2026Q2: not loaded; 2026Q3: 422 shares 422 $447K 0.25% 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; 2024Q4: 2,017 shares; 2025Q1: 2,101 shares; 2025Q2: 2,104 shares; 2025Q3: 1,897 shares; 2025Q4: 1,865 shares; 2026Q1: 1,822 shares; 2026Q2: not loaded; 2026Q3: 5,364 shares 5,364 $421K 0.23% Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,430 shares; 2025Q1: 1,415 shares; 2025Q2: 1,399 shares; 2025Q3: 1,389 shares; 2025Q4: 1,218 shares; 2026Q1: 981 shares; 2026Q2: not loaded; 2026Q3: 541 shares 541 $400K 0.22% Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,230 shares; 2025Q4: 4,230 shares; 2026Q1: 4,230 shares; 2026Q2: not loaded; 2026Q3: 4,120 shares 4,120 $399K 0.22% Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 877 shares; 2025Q1: not reported; 2025Q2: 877 shares; 2025Q3: not reported; 2025Q4: 877 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 877 shares 877 $398K 0.22% Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,601 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 6,322 shares 6,322 $394K 0.22% Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 989 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 1,382 shares 1,382 $387K 0.21% Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,602 shares; 2025Q1: not reported; 2025Q2: 3,292 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 4,830 shares 4,830 $376K 0.21% Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,437 shares; 2025Q1: 5,613 shares; 2025Q2: 5,577 shares; 2025Q3: 5,315 shares; 2025Q4: 5,337 shares; 2026Q1: 4,977 shares; 2026Q2: not loaded; 2026Q3: 4,114 shares 4,114 $369K 0.2% Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,301 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 1,921 shares 1,921 $361K 0.2% Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,474 shares; 2025Q1: 1,439 shares; 2025Q2: 1,450 shares; 2025Q3: 1,499 shares; 2025Q4: 1,511 shares; 2026Q1: 1,511 shares; 2026Q2: not loaded; 2026Q3: 2,039 shares 2,039 $358K 0.2% Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,288 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 11,288 shares 11,288 $349K 0.19% Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,951 shares; 2025Q1: 21,210 shares; 2025Q2: 21,375 shares; 2025Q3: 20,136 shares; 2025Q4: 20,111 shares; 2026Q1: 15,257 shares; 2026Q2: not loaded; 2026Q3: 7,484 shares 7,484 $347K 0.19% Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 679 shares; 2025Q1: 716 shares; 2025Q2: 721 shares; 2025Q3: 719 shares; 2025Q4: 726 shares; 2026Q1: 726 shares; 2026Q2: not loaded; 2026Q3: 942 shares 942 $342K 0.19% Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,512 shares; 2025Q1: not reported; 2025Q2: 1,214 shares; 2025Q3: not reported; 2025Q4: 1,059 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 1,059 shares 1,059 $336K 0.19% Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,967 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 12,967 shares 12,967 $336K 0.19% Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 496 shares 496 $333K 0.18% Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,226 shares; 2025Q1: not reported; 2025Q2: 1,506 shares; 2025Q3: not reported; 2025Q4: 1,506 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 1,506 shares 1,506 $316K 0.17% Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 911 shares; 2025Q1: 956 shares; 2025Q2: 1,435 shares; 2025Q3: 1,275 shares; 2025Q4: 1,335 shares; 2026Q1: 1,273 shares; 2026Q2: not loaded; 2026Q3: 1,009 shares 1,009 $312K 0.17% Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,565 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 8,306 shares 8,306 $303K 0.17% Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 690 shares; 2026Q1: 2,771 shares; 2026Q2: not loaded; 2026Q3: 1,445 shares 1,445 $302K 0.17% Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 619 shares; 2025Q4: 617 shares; 2026Q1: 613 shares; 2026Q2: not loaded; 2026Q3: 888 shares 888 $295K 0.16% Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 668 shares 668 $287K 0.16% Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 875 shares; 2025Q1: 833 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 758 shares; 2026Q2: not loaded; 2026Q3: 781 shares 781 $287K 0.16% Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,956 shares; 2025Q1: 2,338 shares; 2025Q2: 3,907 shares; 2025Q3: 3,852 shares; 2025Q4: 3,868 shares; 2026Q1: 3,561 shares; 2026Q2: not loaded; 2026Q3: 1,521 shares 1,521 $283K 0.16% Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 861 shares; 2025Q3: not reported; 2025Q4: 962 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 1,269 shares 1,269 $279K 0.15% Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,617 shares; 2026Q2: not loaded; 2026Q3: 1,789 shares 1,789 $272K 0.15% Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,299 shares; 2025Q2: 9,562 shares; 2025Q3: 13,533 shares; 2025Q4: 11,988 shares; 2026Q1: 7,906 shares; 2026Q2: not loaded; 2026Q3: 2,721 shares 2,721 $254K 0.14% Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,195 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 1,195 shares 1,195 $250K 0.14% Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,074 shares; 2025Q1: 2,015 shares; 2025Q2: 1,892 shares; 2025Q3: 1,613 shares; 2025Q4: 1,602 shares; 2026Q1: 1,602 shares; 2026Q2: not loaded; 2026Q3: 1,790 shares 1,790 $246K 0.14% Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,450 shares; 2025Q1: 1,695 shares; 2025Q2: 1,631 shares; 2025Q3: 1,566 shares; 2025Q4: 1,566 shares; 2026Q1: 1,566 shares; 2026Q2: not loaded; 2026Q3: 1,449 shares 1,449 $220K 0.12% Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,114 shares; 2025Q2: 2,716 shares; 2025Q3: 2,114 shares; 2025Q4: 2,716 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 2,232 shares 2,232 $220K 0.12% Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,323 shares; 2025Q1: 923 shares; 2025Q2: not reported; 2025Q3: 613 shares; 2025Q4: 613 shares; 2026Q1: 598 shares; 2026Q2: not loaded; 2026Q3: 574 shares 574 $219K 0.12% Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,349 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 2,349 shares 2,349 $217K 0.12% Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 2,550 shares 2,550 $215K 0.12% Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 7,165 shares 7,165 $215K 0.12% Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 17,750 shares; 2025Q2: 22,494 shares; 2025Q3: 21,156 shares; 2025Q4: 21,156 shares; 2026Q1: 16,131 shares; 2026Q2: not loaded; 2026Q3: 3,908 shares 3,908 $215K 0.12% 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; 2024Q4: 2,965 shares; 2025Q1: 742 shares; 2025Q2: 745 shares; 2025Q3: 734 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 771 shares 771 $215K 0.12% Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 2,420 shares 2,420 $212K 0.12% Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,123 shares; 2025Q1: 10,123 shares; 2025Q2: 9,323 shares; 2025Q3: 9,323 shares; 2025Q4: 9,323 shares; 2026Q1: 9,028 shares; 2026Q2: not loaded; 2026Q3: 2,437 shares 2,437 $212K 0.12% Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,725 shares; 2026Q2: not loaded; 2026Q3: 2,585 shares 2,585 $205K 0.11% Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,375 shares; 2025Q3: 1,950 shares; 2025Q4: 3,375 shares; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 2,385 shares 2,385 $204K 0.11% Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,676 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: not loaded; 2026Q3: 2,600 shares 2,600 $202K 0.11% Timeline