AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,621 shares; 2024Q4: 27,970 shares; 2025Q1: 31,723 shares; 2025Q2: 41,880 shares; 2025Q3: 45,176 shares; 2025Q4: 47,435 shares; 2026Q1: 49,456 shares; 2026Q2: 53,288 shares 53,288 $15.4M 3.12% +3,832 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: 176,716 shares; 2024Q4: 33,386 shares; 2025Q1: 38,686 shares; 2025Q2: 44,705 shares; 2025Q3: 49,066 shares; 2025Q4: 53,839 shares; 2026Q1: 54,694 shares; 2026Q2: 60,300 shares 60,300 $12.1M 2.44% +5,606 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: 194,218 shares; 2024Q4: 14,948 shares; 2025Q1: 17,239 shares; 2025Q2: 20,089 shares; 2025Q3: 22,371 shares; 2025Q4: 24,186 shares; 2026Q1: 24,444 shares; 2026Q2: 26,972 shares 26,972 $10.1M 2.04% +2,528 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,829 shares; 2024Q4: 54 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 776 shares; 2025Q4: 24,132 shares; 2026Q1: 30,513 shares; 2026Q2: 42,025 shares 42,025 $9.16M 1.85% +11,512 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: 126,703 shares; 2024Q4: 108 shares; 2025Q1: 835 shares; 2025Q2: 106 shares; 2025Q3: 102 shares; 2025Q4: 50,242 shares; 2026Q1: 48,703 shares; 2026Q2: 107,023 shares 107,023 $8.96M 1.81% +58,320 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: 235,805 shares; 2024Q4: 6,512 shares; 2025Q1: 11,125 shares; 2025Q2: 15,403 shares; 2025Q3: 17,035 shares; 2025Q4: 18,349 shares; 2026Q1: 19,275 shares; 2026Q2: 23,890 shares 23,890 $8.44M 1.71% +4,615 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: 319,967 shares; 2024Q4: 8,443 shares; 2025Q1: 747 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 58,351 shares; 2026Q1: 67,705 shares; 2026Q2: 92,767 shares 92,767 $8.15M 1.65% +25,062 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,487 shares; 2024Q4: 2,387 shares; 2025Q1: 2,180 shares; 2025Q2: 1,107 shares; 2025Q3: 1,763 shares; 2025Q4: 5,550 shares; 2026Q1: 6,439 shares; 2026Q2: 9,431 shares 9,431 $7.06M 1.43% +2,992 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: 29,773 shares; 2024Q4: 1,891 shares; 2025Q1: 2,415 shares; 2025Q2: 1,961 shares; 2025Q3: 1,777 shares; 2025Q4: 36,665 shares; 2026Q1: 38,383 shares; 2026Q2: 36,102 shares 36,102 $6.88M 1.39% -2,281 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: 54,936 shares; 2024Q4: 11,541 shares; 2025Q1: 11,538 shares; 2025Q2: 13,059 shares; 2025Q3: 13,399 shares; 2025Q4: 13,554 shares; 2026Q1: 14,015 shares; 2026Q2: 17,684 shares 17,684 $6.68M 1.35% +3,669 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: 323,960 shares; 2024Q4: 4,351 shares; 2025Q1: 2,443 shares; 2025Q2: 2,481 shares; 2025Q3: 425 shares; 2025Q4: 26,603 shares; 2026Q1: 38,139 shares; 2026Q2: 53,447 shares 53,447 $6.65M 1.35% +15,308 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,657 shares; 2024Q4: 11,686 shares; 2025Q1: 11,791 shares; 2025Q2: 12,946 shares; 2025Q3: 14,546 shares; 2025Q4: 15,736 shares; 2026Q1: 16,755 shares; 2026Q2: 18,221 shares 18,221 $6.51M 1.32% +1,466 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: 201,931 shares; 2024Q4: 11,966 shares; 2025Q1: 14,288 shares; 2025Q2: 18,021 shares; 2025Q3: 20,578 shares; 2025Q4: 23,397 shares; 2026Q1: 23,699 shares; 2026Q2: 27,013 shares 27,013 $6.44M 1.3% +3,314 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: 264,797 shares; 2024Q4: 7,588 shares; 2025Q1: 6,469 shares; 2025Q2: 9,627 shares; 2025Q3: 8,487 shares; 2025Q4: 52,579 shares; 2026Q1: 61,091 shares; 2026Q2: 78,757 shares 78,757 $6.03M 1.22% +17,666 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,809 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 279 shares; 2025Q4: 16,771 shares; 2026Q1: 20,130 shares; 2026Q2: 29,248 shares 29,248 $5.78M 1.17% +9,118 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: 329,915 shares; 2024Q4: 43,271 shares; 2025Q1: 47,349 shares; 2025Q2: 53,789 shares; 2025Q3: 52,956 shares; 2025Q4: 53,886 shares; 2026Q1: 48,811 shares; 2026Q2: 45,563 shares 45,563 $5.42M 1.1% -3,248 Timeline JGRO 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: 9,586 shares; 2024Q4: 5,203 shares; 2025Q1: 10,383 shares; 2025Q2: 10,267 shares; 2025Q3: 9,529 shares; 2025Q4: 34,800 shares; 2026Q1: 43,531 shares; 2026Q2: 54,312 shares 54,312 $5.35M 1.08% +10,781 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,112 shares; 2024Q4: not reported; 2025Q1: 4,232 shares; 2025Q2: 6,028 shares; 2025Q3: 6,028 shares; 2025Q4: 59,332 shares; 2026Q1: 77,850 shares; 2026Q2: 131,159 shares 131,159 $5.14M 1.04% +53,309 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: 5,666 shares; 2025Q3: 5,666 shares; 2025Q4: 85,619 shares; 2026Q1: 116,229 shares; 2026Q2: 190,708 shares 190,708 $5.06M 1.02% +74,479 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: 146,774 shares; 2024Q4: 86 shares; 2025Q1: 354 shares; 2025Q2: 289 shares; 2025Q3: 287 shares; 2025Q4: 4,930 shares; 2026Q1: 6,734 shares; 2026Q2: 53,740 shares 53,740 $4.63M 0.94% +47,006 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,820 shares; 2024Q4: 23 shares; 2025Q1: 129 shares; 2025Q2: 23 shares; 2025Q3: 20 shares; 2025Q4: 10,616 shares; 2026Q1: 51,082 shares; 2026Q2: 59,727 shares 59,727 $4.49M 0.91% +8,645 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: 23,554 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 257 shares; 2025Q4: 8,493 shares; 2026Q1: 10,314 shares; 2026Q2: 14,483 shares 14,483 $4.39M 0.89% +4,169 Timeline JPIE 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: 126,000 shares; 2024Q4: 3,760 shares; 2025Q1: 9,259 shares; 2025Q2: 9,548 shares; 2025Q3: 10,527 shares; 2025Q4: 43,597 shares; 2026Q1: 57,615 shares; 2026Q2: 95,312 shares 95,312 $4.39M 0.89% +37,697 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428,078 shares; 2024Q4: 57,050 shares; 2025Q1: 58,391 shares; 2025Q2: 66,725 shares; 2025Q3: 67,906 shares; 2025Q4: 71,235 shares; 2026Q1: 73,354 shares; 2026Q2: 71,999 shares 71,999 $4.38M 0.89% -1,355 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: 22,777 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,600 shares; 2026Q1: 10,344 shares; 2026Q2: 14,211 shares 14,211 $4.35M 0.88% +3,867 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: 44,551 shares; 2024Q4: 2,375 shares; 2025Q1: 2,365 shares; 2025Q2: 2,325 shares; 2025Q3: 1,838 shares; 2025Q4: 80,304 shares; 2026Q1: 83,465 shares; 2026Q2: 80,737 shares 80,737 $4.33M 0.88% -2,728 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: 103,662 shares; 2024Q4: 7,591 shares; 2025Q1: 8,578 shares; 2025Q2: 9,104 shares; 2025Q3: 9,619 shares; 2025Q4: 10,178 shares; 2026Q1: 10,340 shares; 2026Q2: 11,416 shares 11,416 $3.74M 0.76% +1,076 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: 23,482 shares; 2024Q4: 2,770 shares; 2025Q1: 4,125 shares; 2025Q2: 5,167 shares; 2025Q3: 5,559 shares; 2025Q4: 5,704 shares; 2026Q1: 6,066 shares; 2026Q2: 6,521 shares 6,521 $3.67M 0.74% +455 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,393 shares; 2024Q4: 15,324 shares; 2025Q1: 15,278 shares; 2025Q2: 15,308 shares; 2025Q3: 15,337 shares; 2025Q4: 15,494 shares; 2026Q1: 13,763 shares; 2026Q2: 13,647 shares 13,647 $3.66M 0.74% -116 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,552 shares; 2024Q4: 1,757 shares; 2025Q1: 123 shares; 2025Q2: 284 shares; 2025Q3: 264 shares; 2025Q4: 24,287 shares; 2026Q1: 24,281 shares; 2026Q2: 42,282 shares 42,282 $3.65M 0.74% +18,001 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: 9,281 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 86 shares; 2025Q3: 90 shares; 2025Q4: 35,198 shares; 2026Q1: 36,068 shares; 2026Q2: 44,765 shares 44,765 $3.54M 0.72% +8,697 Timeline JPIB 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: 13,290 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,052 shares; 2026Q1: 41,388 shares; 2026Q2: 72,804 shares 72,804 $3.52M 0.71% +31,416 Timeline HELO 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: 159,511 shares; 2024Q4: 896 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 240 shares; 2025Q4: 31,355 shares; 2026Q1: 34,973 shares; 2026Q2: 50,983 shares 50,983 $3.45M 0.7% +16,010 Timeline BBUS 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 reported; 2024Q4: 18,818 shares; 2025Q1: 20,477 shares; 2025Q2: 19,214 shares; 2025Q3: 18,741 shares; 2025Q4: 20,428 shares; 2026Q1: 20,672 shares; 2026Q2: 25,412 shares 25,412 $3.42M 0.69% +4,740 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: 25,826 shares; 2024Q4: 2,044 shares; 2025Q1: 2,244 shares; 2025Q2: 2,280 shares; 2025Q3: 2,310 shares; 2025Q4: 2,690 shares; 2026Q1: 2,800 shares; 2026Q2: 2,853 shares 2,853 $3.42M 0.69% +53 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: 47,414 shares; 2024Q4: 5,774 shares; 2025Q1: 6,995 shares; 2025Q2: 7,606 shares; 2025Q3: 7,826 shares; 2025Q4: 8,275 shares; 2026Q1: 8,332 shares; 2026Q2: 9,691 shares 9,691 $3.32M 0.67% +1,359 Timeline PBL 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: 27,670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,306 shares; 2026Q1: 71,676 shares; 2026Q2: 99,937 shares 99,937 $3.31M 0.67% +28,261 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,861 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,279 shares; 2026Q1: 33,984 shares; 2026Q2: 95,620 shares 95,620 $3.14M 0.63% +61,636 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: 539,759 shares; 2024Q4: 3,304 shares; 2025Q1: 3,304 shares; 2025Q2: 3,304 shares; 2025Q3: 3,304 shares; 2025Q4: 17,932 shares; 2026Q1: 25,548 shares; 2026Q2: 40,641 shares 40,641 $3.12M 0.63% +15,093 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 reported; 2024Q4: 29,532 shares; 2025Q1: 33,318 shares; 2025Q2: 29,564 shares; 2025Q3: 41,070 shares; 2025Q4: 42,697 shares; 2026Q1: 45,037 shares; 2026Q2: 67,480 shares 67,480 $3.11M 0.63% +22,443 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,282 shares; 2024Q4: 163,880 shares; 2025Q1: 157,220 shares; 2025Q2: 157,220 shares; 2025Q3: 157,220 shares; 2025Q4: 157,220 shares; 2026Q1: 157,220 shares; 2026Q2: 157,220 shares 157,220 $3.01M 0.61% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,256 shares; 2024Q4: 73 shares; 2025Q1: 138 shares; 2025Q2: 71 shares; 2025Q3: 75 shares; 2025Q4: 29,116 shares; 2026Q1: 29,872 shares; 2026Q2: 25,200 shares 25,200 $2.96M 0.6% -4,672 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,026 shares; 2024Q4: 1,602 shares; 2025Q1: 4,127 shares; 2025Q2: 4,677 shares; 2025Q3: 5,499 shares; 2025Q4: 5,837 shares; 2026Q1: 5,844 shares; 2026Q2: 5,987 shares 5,987 $2.86M 0.58% +143 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,949 shares; 2024Q4: 1,083 shares; 2025Q1: 1,822 shares; 2025Q2: 1,063 shares; 2025Q3: 631 shares; 2025Q4: 17,650 shares; 2026Q1: 17,738 shares; 2026Q2: 17,764 shares 17,764 $2.82M 0.57% +26 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: 226,474 shares; 2024Q4: 37,681 shares; 2025Q1: 38,357 shares; 2025Q2: 43,331 shares; 2025Q3: 44,513 shares; 2025Q4: 111,994 shares; 2026Q1: 132,570 shares; 2026Q2: 53,396 shares 53,396 $2.69M 0.54% -79,174 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: 9,301 shares; 2024Q4: 2,679 shares; 2025Q1: 3,363 shares; 2025Q2: 3,786 shares; 2025Q3: 4,536 shares; 2025Q4: 4,665 shares; 2026Q1: 4,878 shares; 2026Q2: 5,200 shares 5,200 $2.67M 0.54% +322 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: 58,440 shares; 2024Q4: 1,910 shares; 2025Q1: 3,058 shares; 2025Q2: 3,771 shares; 2025Q3: 4,688 shares; 2025Q4: 4,853 shares; 2026Q1: 4,737 shares; 2026Q2: 5,317 shares 5,317 $2.66M 0.54% +580 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 reported; 2024Q4: 10,412 shares; 2025Q1: 10,742 shares; 2025Q2: 11,015 shares; 2025Q3: 12,900 shares; 2025Q4: 32,513 shares; 2026Q1: 30,406 shares; 2026Q2: 37,585 shares 37,585 $2.56M 0.52% +7,179 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,416 shares; 2024Q4: 67,900 shares; 2025Q1: 67,900 shares; 2025Q2: 67,900 shares; 2025Q3: 67,900 shares; 2025Q4: 67,900 shares; 2026Q1: 68,036 shares; 2026Q2: 67,900 shares 67,900 $2.5M 0.51% -136 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: 12,691 shares; 2024Q4: 690 shares; 2025Q1: 1,052 shares; 2025Q2: 1,013 shares; 2025Q3: 1,218 shares; 2025Q4: 1,459 shares; 2026Q1: 1,600 shares; 2026Q2: 2,077 shares 2,077 $2.4M 0.49% +477 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: 28,434 shares; 2024Q4: 7,365 shares; 2025Q1: 7,621 shares; 2025Q2: 7,108 shares; 2025Q3: 7,265 shares; 2025Q4: 14,342 shares; 2026Q1: 13,751 shares; 2026Q2: 16,893 shares 16,893 $2.32M 0.47% +3,142 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: 129,870 shares; 2024Q4: 6,280 shares; 2025Q1: 6,901 shares; 2025Q2: 6,809 shares; 2025Q3: 7,062 shares; 2025Q4: 7,893 shares; 2026Q1: 8,141 shares; 2026Q2: 9,052 shares 9,052 $2.28M 0.46% +911 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: 17,871 shares; 2024Q4: 13,139 shares; 2025Q1: 12,672 shares; 2025Q2: 12,141 shares; 2025Q3: 12,204 shares; 2025Q4: 11,736 shares; 2026Q1: 11,828 shares; 2026Q2: 12,800 shares 12,800 $2.26M 0.46% +972 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,316 shares; 2024Q4: 26,966 shares; 2025Q1: 29,281 shares; 2025Q2: 29,920 shares; 2025Q3: 28,847 shares; 2025Q4: 29,629 shares; 2026Q1: 29,714 shares; 2026Q2: 30,230 shares 30,230 $2.25M 0.45% +516 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,004 shares; 2024Q4: 465 shares; 2025Q1: 769 shares; 2025Q2: 732 shares; 2025Q3: 885 shares; 2025Q4: 894 shares; 2026Q1: 904 shares; 2026Q2: 1,122 shares 1,122 $2.23M 0.45% +218 Timeline HOLA 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,233 shares; 2026Q1: 27,772 shares; 2026Q2: 39,934 shares 39,934 $2.21M 0.45% +12,162 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,988 shares; 2024Q4: 284 shares; 2025Q1: 891 shares; 2025Q2: 299 shares; 2025Q3: 54 shares; 2025Q4: 27,618 shares; 2026Q1: 27,299 shares; 2026Q2: 20,469 shares 20,469 $2.19M 0.44% -6,830 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: 56,314 shares; 2024Q4: 817 shares; 2025Q1: 753 shares; 2025Q2: 762 shares; 2025Q3: 896 shares; 2025Q4: 31,007 shares; 2026Q1: 38,282 shares; 2026Q2: 41,580 shares 41,580 $2.1M 0.43% +3,298 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: 8,422 shares; 2024Q4: 126 shares; 2025Q1: 140 shares; 2025Q2: 123 shares; 2025Q3: 125 shares; 2025Q4: 18,878 shares; 2026Q1: 19,360 shares; 2026Q2: 21,300 shares 21,300 $2.01M 0.41% +1,940 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; 2024Q3: 66,043 shares; 2024Q4: not reported; 2025Q1: 44,434 shares; 2025Q2: 43,089 shares; 2025Q3: 43,089 shares; 2025Q4: 44,085 shares; 2026Q1: 51,720 shares; 2026Q2: 53,354 shares 53,354 $1.97M 0.4% +1,634 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: 8,859 shares; 2024Q4: 2,488 shares; 2025Q1: 2,845 shares; 2025Q2: 3,350 shares; 2025Q3: 3,631 shares; 2025Q4: 4,228 shares; 2026Q1: 4,348 shares; 2026Q2: 4,605 shares 4,605 $1.94M 0.39% +257 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,455 shares; 2024Q4: 48,455 shares; 2025Q1: 46,680 shares; 2025Q2: 46,680 shares; 2025Q3: 46,680 shares; 2025Q4: 46,680 shares; 2026Q1: 43,655 shares; 2026Q2: 43,655 shares 43,655 $1.91M 0.39% 0 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: 26,554 shares; 2024Q4: 1,056 shares; 2025Q1: 1,371 shares; 2025Q2: 1,472 shares; 2025Q3: 1,706 shares; 2025Q4: 1,695 shares; 2026Q1: 1,720 shares; 2026Q2: 1,950 shares 1,950 $1.82M 0.37% +230 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,877 shares; 2024Q4: not reported; 2025Q1: 9,799 shares; 2025Q2: 36,202 shares; 2025Q3: 36,202 shares; 2025Q4: 36,818 shares; 2026Q1: 43,680 shares; 2026Q2: 45,698 shares 45,698 $1.77M 0.36% +2,018 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: 5,663 shares; 2024Q4: 1,990 shares; 2025Q1: 2,760 shares; 2025Q2: 2,907 shares; 2025Q3: 3,130 shares; 2025Q4: 8,099 shares; 2026Q1: 7,620 shares; 2026Q2: 7,803 shares 7,803 $1.77M 0.36% +183 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: 34,044 shares; 2024Q4: 1,076 shares; 2025Q1: 1,124 shares; 2025Q2: 1,241 shares; 2025Q3: 1,564 shares; 2025Q4: 2,236 shares; 2026Q1: 2,229 shares; 2026Q2: 3,046 shares 3,046 $1.77M 0.36% +817 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,217 shares; 2024Q4: 13,042 shares; 2025Q1: 13,343 shares; 2025Q2: 15,206 shares; 2025Q3: 15,445 shares; 2025Q4: 16,074 shares; 2026Q1: 16,521 shares; 2026Q2: 15,734 shares 15,734 $1.76M 0.36% -787 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,365 shares; 2024Q4: 261 shares; 2025Q1: 407 shares; 2025Q2: 431 shares; 2025Q3: 672 shares; 2025Q4: 657 shares; 2026Q1: 679 shares; 2026Q2: 5,829 shares 5,829 $1.76M 0.36% +5,150 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,930 shares; 2024Q4: 6,293 shares; 2025Q1: 6,557 shares; 2025Q2: 7,314 shares; 2025Q3: 7,708 shares; 2025Q4: 8,748 shares; 2026Q1: 9,587 shares; 2026Q2: 9,718 shares 9,718 $1.76M 0.36% +131 Timeline JCPB 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 reported; 2024Q4: 13,407 shares; 2025Q1: 13,873 shares; 2025Q2: 15,489 shares; 2025Q3: 18,787 shares; 2025Q4: 24,095 shares; 2026Q1: 29,516 shares; 2026Q2: 37,292 shares 37,292 $1.75M 0.35% +7,776 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,548 shares 12,548 $1.72M 0.35% new 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: 57,691 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,058 shares; 2026Q1: 18,203 shares; 2026Q2: 22,920 shares 22,920 $1.68M 0.34% +4,717 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 654,777 shares; 2024Q4: not reported; 2025Q1: 5,229 shares; 2025Q2: 5,229 shares; 2025Q3: 5,229 shares; 2025Q4: 32,265 shares; 2026Q1: 33,933 shares; 2026Q2: 29,666 shares 29,666 $1.68M 0.34% -4,267 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: 6,090 shares; 2024Q4: 3,489 shares; 2025Q1: 5,219 shares; 2025Q2: 9,053 shares; 2025Q3: 11,198 shares; 2025Q4: 21,693 shares; 2026Q1: 21,364 shares; 2026Q2: 20,143 shares 20,143 $1.67M 0.34% -1,221 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: 6,959 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 10,947 shares; 2026Q1: 26,751 shares; 2026Q2: 32,939 shares 32,939 $1.67M 0.34% +6,188 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,101 shares; 2024Q4: 1,259 shares; 2025Q1: 1,430 shares; 2025Q2: 1,544 shares; 2025Q3: 978 shares; 2025Q4: 1,123 shares; 2026Q1: 1,528 shares; 2026Q2: 2,299 shares 2,299 $1.66M 0.34% +771 Timeline JBND 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 reported; 2024Q4: 4,932 shares; 2025Q1: 4,659 shares; 2025Q2: 3,506 shares; 2025Q3: 3,200 shares; 2025Q4: 15,558 shares; 2026Q1: 17,182 shares; 2026Q2: 30,545 shares 30,545 $1.63M 0.33% +13,363 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: 196,971 shares; 2024Q4: 8,012 shares; 2025Q1: 9,126 shares; 2025Q2: 9,575 shares; 2025Q3: 9,842 shares; 2025Q4: 11,674 shares; 2026Q1: 13,243 shares; 2026Q2: 13,909 shares 13,909 $1.63M 0.33% +666 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: 66,734 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,562 shares; 2026Q1: 26,061 shares; 2026Q2: 35,319 shares 35,319 $1.61M 0.33% +9,258 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: 15,770 shares; 2024Q4: 1,047 shares; 2025Q1: 970 shares; 2025Q2: 1,009 shares; 2025Q3: 1,199 shares; 2025Q4: 1,250 shares; 2026Q1: 1,331 shares; 2026Q2: 1,509 shares 1,509 $1.61M 0.33% +178 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; 2024Q3: 162,748 shares; 2024Q4: 13,730 shares; 2025Q1: 13,978 shares; 2025Q2: 15,746 shares; 2025Q3: 15,879 shares; 2025Q4: 16,561 shares; 2026Q1: 16,949 shares; 2026Q2: 16,660 shares 16,660 $1.58M 0.32% -289 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: 109,770 shares; 2024Q4: 126 shares; 2025Q1: 116 shares; 2025Q2: 75 shares; 2025Q3: 68 shares; 2025Q4: 12,005 shares; 2026Q1: 11,674 shares; 2026Q2: 10,307 shares 10,307 $1.53M 0.31% -1,367 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: 50,281 shares; 2024Q4: 10,301 shares; 2025Q1: 11,377 shares; 2025Q2: 12,474 shares; 2025Q3: 13,055 shares; 2025Q4: 12,337 shares; 2026Q1: 12,983 shares; 2026Q2: 13,442 shares 13,442 $1.52M 0.31% +459 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: 2,690 shares; 2024Q4: 1,136 shares; 2025Q1: 1,422 shares; 2025Q2: 1,195 shares; 2025Q3: 2,776 shares; 2025Q4: 2,649 shares; 2026Q1: 2,956 shares; 2026Q2: 3,503 shares 3,503 $1.52M 0.31% +547 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: 118,250 shares; 2024Q4: 2,312 shares; 2025Q1: 3,244 shares; 2025Q2: 3,418 shares; 2025Q3: 4,116 shares; 2025Q4: 4,644 shares; 2026Q1: 5,436 shares; 2026Q2: 5,727 shares 5,727 $1.45M 0.29% +291 Timeline VYMI 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: 14,005 shares; 2024Q4: 519 shares; 2025Q1: 499 shares; 2025Q2: 602 shares; 2025Q3: not reported; 2025Q4: 13,692 shares; 2026Q1: 14,532 shares; 2026Q2: 14,314 shares 14,314 $1.41M 0.28% -218 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: 55,945 shares; 2024Q4: 3,851 shares; 2025Q1: 3,873 shares; 2025Q2: 4,019 shares; 2025Q3: 4,171 shares; 2025Q4: 3,604 shares; 2026Q1: 4,801 shares; 2026Q2: 3,872 shares 3,872 $1.37M 0.28% -929 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: 6,021 shares; 2024Q4: 2,305 shares; 2025Q1: 2,561 shares; 2025Q2: 2,767 shares; 2025Q3: 3,213 shares; 2025Q4: 3,121 shares; 2026Q1: 3,390 shares; 2026Q2: 3,581 shares 3,581 $1.34M 0.27% +191 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: 26,247 shares; 2024Q4: 2,678 shares; 2025Q1: 3,145 shares; 2025Q2: 3,241 shares; 2025Q3: 7,752 shares; 2025Q4: 9,040 shares; 2026Q1: 32,940 shares; 2026Q2: 57,398 shares 57,398 $1.31M 0.26% +24,458 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: 128,835 shares; 2024Q4: 10,191 shares; 2025Q1: 13,230 shares; 2025Q2: 16,361 shares; 2025Q3: 19,547 shares; 2025Q4: 20,458 shares; 2026Q1: 21,084 shares; 2026Q2: 22,799 shares 22,799 $1.3M 0.26% +1,715 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: 175,982 shares; 2024Q4: 3,665 shares; 2025Q1: 4,920 shares; 2025Q2: 5,027 shares; 2025Q3: 5,563 shares; 2025Q4: 5,957 shares; 2026Q1: 6,243 shares; 2026Q2: 6,702 shares 6,702 $1.27M 0.26% +459 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,810 shares; 2026Q1: 17,206 shares; 2026Q2: 53,056 shares 53,056 $1.23M 0.25% +35,850 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,333 shares; 2024Q4: not reported; 2025Q1: 1,108 shares; 2025Q2: 583 shares; 2025Q3: 1,749 shares; 2025Q4: 26,665 shares; 2026Q1: 26,057 shares; 2026Q2: 26,772 shares 26,772 $1.21M 0.25% +715 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: 64,709 shares; 2024Q4: 4,300 shares; 2025Q1: 5,494 shares; 2025Q2: 5,186 shares; 2025Q3: 6,078 shares; 2025Q4: 5,846 shares; 2026Q1: 6,575 shares; 2026Q2: 7,272 shares 7,272 $1.21M 0.24% +697 Timeline QDVO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,176 shares 40,176 $1.2M 0.24% new 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: 8,492 shares; 2024Q4: 2,271 shares; 2025Q1: 2,478 shares; 2025Q2: 2,970 shares; 2025Q3: 3,021 shares; 2025Q4: 3,192 shares; 2026Q1: 3,137 shares; 2026Q2: 2,806 shares 2,806 $1.2M 0.24% -331 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,238 shares; 2024Q4: 529 shares; 2025Q1: 776 shares; 2025Q2: 567 shares; 2025Q3: 489 shares; 2025Q4: 10,576 shares; 2026Q1: 10,041 shares; 2026Q2: 10,120 shares 10,120 $1.19M 0.24% +79 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: 25,723 shares; 2024Q4: 2,651 shares; 2025Q1: 2,555 shares; 2025Q2: 2,141 shares; 2025Q3: 1,472 shares; 2025Q4: 1,908 shares; 2026Q1: 2,010 shares; 2026Q2: 2,855 shares 2,855 $1.19M 0.24% +845 Timeline ROCQ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,545 shares 20,545 $1.18M 0.24% new 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: 92,826 shares; 2024Q4: 4,455 shares; 2025Q1: 4,438 shares; 2025Q2: 4,305 shares; 2025Q3: 7,020 shares; 2025Q4: 8,040 shares; 2026Q1: 8,348 shares; 2026Q2: 12,522 shares 12,522 $1.18M 0.24% +4,174 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: 66,049 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,253 shares; 2026Q1: 12,253 shares; 2026Q2: 24,438 shares 24,438 $1.18M 0.24% +12,185 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,664 shares; 2024Q4: 2,520 shares; 2025Q1: 2,974 shares; 2025Q2: 14,474 shares; 2025Q3: 15,608 shares; 2025Q4: 16,254 shares; 2026Q1: 16,612 shares; 2026Q2: 16,220 shares 16,220 $1.17M 0.24% -392 Timeline JIRE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,869 shares; 2025Q3: 6,344 shares; 2025Q4: 6,673 shares; 2026Q1: 10,768 shares; 2026Q2: 13,706 shares 13,706 $1.13M 0.23% +2,938 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,915 shares; 2026Q1: 6,214 shares; 2026Q2: 5,794 shares 5,794 $1.1M 0.22% -420 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,654 shares; 2026Q1: 8,420 shares; 2026Q2: 6,697 shares 6,697 $1.1M 0.22% -1,723 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,242 shares; 2026Q1: 1,253 shares; 2026Q2: 1,706 shares 1,706 $1.09M 0.22% +453 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: 18,196 shares; 2024Q4: 561 shares; 2025Q1: 617 shares; 2025Q2: 714 shares; 2025Q3: 738 shares; 2025Q4: 775 shares; 2026Q1: 1,019 shares; 2026Q2: 1,067 shares 1,067 $1.08M 0.22% +48 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,403 shares 12,403 $1.08M 0.22% new 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: 34,677 shares; 2024Q4: 3,879 shares; 2025Q1: 4,515 shares; 2025Q2: 4,704 shares; 2025Q3: 5,325 shares; 2025Q4: 5,272 shares; 2026Q1: 6,131 shares; 2026Q2: 7,090 shares 7,090 $1.07M 0.22% +959 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,850 shares; 2024Q4: 1,865 shares; 2025Q1: 2,513 shares; 2025Q2: 2,563 shares; 2025Q3: 2,678 shares; 2025Q4: 2,619 shares; 2026Q1: 2,613 shares; 2026Q2: 2,627 shares 2,627 $1.07M 0.22% +14 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 reported; 2024Q4: 494 shares; 2025Q1: 217 shares; 2025Q2: 220 shares; 2025Q3: 1,519 shares; 2025Q4: 7,996 shares; 2026Q1: 6,409 shares; 2026Q2: 6,426 shares 6,426 $1.05M 0.21% +17 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: 184,965 shares; 2024Q4: 6,124 shares; 2025Q1: 5,712 shares; 2025Q2: 4,738 shares; 2025Q3: 4,983 shares; 2025Q4: 6,027 shares; 2026Q1: 6,984 shares; 2026Q2: 8,104 shares 8,104 $1.04M 0.21% +1,120 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,568 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 366 shares; 2026Q1: 162 shares; 2026Q2: 20,432 shares 20,432 $1.04M 0.21% +20,270 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: 36,550 shares; 2024Q4: 3,532 shares; 2025Q1: 3,740 shares; 2025Q2: 4,045 shares; 2025Q3: 4,181 shares; 2025Q4: 4,327 shares; 2026Q1: 4,619 shares; 2026Q2: 4,920 shares 4,920 $1.03M 0.21% +301 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: 2,360 shares; 2024Q4: 163 shares; 2025Q1: 215 shares; 2025Q2: 267 shares; 2025Q3: 406 shares; 2025Q4: 498 shares; 2026Q1: 685 shares; 2026Q2: 860 shares 860 $1.01M 0.2% +175 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: 58,606 shares; 2024Q4: 2,123 shares; 2025Q1: 2,614 shares; 2025Q2: 2,942 shares; 2025Q3: 4,582 shares; 2025Q4: 5,217 shares; 2026Q1: 5,471 shares; 2026Q2: 7,165 shares 7,165 $1M 0.2% +1,694 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,278 shares; 2024Q4: 6,190 shares; 2025Q1: 6,321 shares; 2025Q2: 7,354 shares; 2025Q3: 7,510 shares; 2025Q4: 7,902 shares; 2026Q1: 8,194 shares; 2026Q2: 8,086 shares 8,086 $963K 0.19% -108 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: 120,516 shares; 2024Q4: 3,007 shares; 2025Q1: 4,805 shares; 2025Q2: 5,382 shares; 2025Q3: 5,647 shares; 2025Q4: 6,420 shares; 2026Q1: 8,251 shares; 2026Q2: 11,766 shares 11,766 $956K 0.19% +3,515 Timeline IDVO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,709 shares 22,709 $954K 0.19% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,481 shares; 2024Q4: 85 shares; 2025Q1: 1,330 shares; 2025Q2: 1,543 shares; 2025Q3: 1,586 shares; 2025Q4: 1,632 shares; 2026Q1: 1,923 shares; 2026Q2: 2,179 shares 2,179 $940K 0.19% +256 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,307 shares; 2024Q4: 4,393 shares; 2025Q1: 5,376 shares; 2025Q2: 4,610 shares; 2025Q3: 4,768 shares; 2025Q4: 5,028 shares; 2026Q1: 5,129 shares; 2026Q2: 5,067 shares 5,067 $936K 0.19% -62 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; 2024Q3: 13,434 shares; 2024Q4: 7,052 shares; 2025Q1: 7,165 shares; 2025Q2: 8,140 shares; 2025Q3: 8,241 shares; 2025Q4: 8,659 shares; 2026Q1: 8,870 shares; 2026Q2: 8,517 shares 8,517 $929K 0.19% -353 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: 1,400 shares; 2024Q4: 21 shares; 2025Q1: 505 shares; 2025Q2: 689 shares; 2025Q3: 1,506 shares; 2025Q4: 3,165 shares; 2026Q1: 1,265 shares; 2026Q2: 2,537 shares 2,537 $928K 0.19% +1,272 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,931 shares; 2025Q4: 7,931 shares; 2026Q1: 9,038 shares; 2026Q2: 17,626 shares 17,626 $911K 0.18% +8,588 Timeline JEPQ 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: 326,204 shares; 2024Q4: 5,853 shares; 2025Q1: 5,853 shares; 2025Q2: 5,853 shares; 2025Q3: 5,853 shares; 2025Q4: 30,706 shares; 2026Q1: 36,128 shares; 2026Q2: 14,702 shares 14,702 $904K 0.18% -21,426 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: 21,916 shares; 2024Q4: 8,151 shares; 2025Q1: 8,477 shares; 2025Q2: 8,735 shares; 2025Q3: 8,983 shares; 2025Q4: 9,970 shares; 2026Q1: 10,129 shares; 2026Q2: 10,150 shares 10,150 $891K 0.18% +21 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297 shares; 2025Q3: 4,885 shares; 2025Q4: 4,889 shares; 2026Q1: 5,994 shares; 2026Q2: 5,998 shares 5,998 $880K 0.18% +4 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: 14,182 shares; 2024Q4: 2,621 shares; 2025Q1: 2,845 shares; 2025Q2: 2,942 shares; 2025Q3: 2,999 shares; 2025Q4: 3,182 shares; 2026Q1: 3,447 shares; 2026Q2: 3,207 shares 3,207 $867K 0.18% -240 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: 16,417 shares; 2024Q4: 1,469 shares; 2025Q1: 3,341 shares; 2025Q2: 3,733 shares; 2025Q3: 5,471 shares; 2025Q4: 5,203 shares; 2026Q1: 4,505 shares; 2026Q2: 5,788 shares 5,788 $848K 0.17% +1,283 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: 156,547 shares; 2024Q4: 1,860 shares; 2025Q1: 3,515 shares; 2025Q2: 3,810 shares; 2025Q3: 3,762 shares; 2025Q4: 3,829 shares; 2026Q1: 4,787 shares; 2026Q2: 5,736 shares 5,736 $841K 0.17% +949 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; 2024Q3: 86,569 shares; 2024Q4: 1,694 shares; 2025Q1: 1,843 shares; 2025Q2: 1,966 shares; 2025Q3: 2,020 shares; 2025Q4: 1,723 shares; 2026Q1: 2,508 shares; 2026Q2: 2,796 shares 2,796 $833K 0.17% +288 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: 12,451 shares; 2024Q4: 1,226 shares; 2025Q1: 1,237 shares; 2025Q2: 1,399 shares; 2025Q3: 1,573 shares; 2025Q4: 1,396 shares; 2026Q1: 1,574 shares; 2026Q2: 1,597 shares 1,597 $829K 0.17% +23 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: 8,715 shares; 2024Q4: 329 shares; 2025Q1: 455 shares; 2025Q2: 764 shares; 2025Q3: 757 shares; 2025Q4: 780 shares; 2026Q1: 1,045 shares; 2026Q2: 1,282 shares 1,282 $813K 0.16% +237 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,322 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,697 shares; 2026Q2: 7,573 shares 7,573 $806K 0.16% +876 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,738 shares 28,738 $806K 0.16% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,066 shares; 2024Q4: 1,745 shares; 2025Q1: 1,749 shares; 2025Q2: 1,835 shares; 2025Q3: 1,871 shares; 2025Q4: 1,913 shares; 2026Q1: 2,035 shares; 2026Q2: 1,910 shares 1,910 $793K 0.16% -125 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,339 shares; 2024Q4: 1,777 shares; 2025Q1: 1,954 shares; 2025Q2: 2,102 shares; 2025Q3: 2,327 shares; 2025Q4: 2,435 shares; 2026Q1: 2,398 shares; 2026Q2: 2,518 shares 2,518 $793K 0.16% +120 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 348 shares 348 $791K 0.16% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,225 shares; 2024Q4: 4,759 shares; 2025Q1: 5,049 shares; 2025Q2: 5,339 shares; 2025Q3: 5,906 shares; 2025Q4: 5,457 shares; 2026Q1: 6,020 shares; 2026Q2: 6,081 shares 6,081 $789K 0.16% +61 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: 12,249 shares; 2024Q4: 414 shares; 2025Q1: 1,362 shares; 2025Q2: 1,473 shares; 2025Q3: 1,885 shares; 2025Q4: 1,998 shares; 2026Q1: 2,401 shares; 2026Q2: 2,175 shares 2,175 $787K 0.16% -226 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,969 shares; 2025Q4: 13,218 shares; 2026Q1: 13,264 shares; 2026Q2: 14,881 shares 14,881 $785K 0.16% +1,617 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: 32,296 shares; 2024Q4: 103 shares; 2025Q1: 331 shares; 2025Q2: 330 shares; 2025Q3: 1,032 shares; 2025Q4: 1,040 shares; 2026Q1: 1,124 shares; 2026Q2: 1,127 shares 1,127 $774K 0.16% +3 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,268 shares; 2024Q4: 17,559 shares; 2025Q1: 17,936 shares; 2025Q2: 21,412 shares; 2025Q3: 21,610 shares; 2025Q4: 22,661 shares; 2026Q1: 7,702 shares; 2026Q2: 8,415 shares 8,415 $771K 0.16% +713 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,747 shares; 2024Q4: 11,793 shares; 2025Q1: 12,075 shares; 2025Q2: 13,626 shares; 2025Q3: 13,835 shares; 2025Q4: 14,608 shares; 2026Q1: 15,080 shares; 2026Q2: 14,827 shares 14,827 $768K 0.16% -253 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; 2024Q3: 31,991 shares; 2024Q4: 3,361 shares; 2025Q1: 3,783 shares; 2025Q2: 3,913 shares; 2025Q3: 4,783 shares; 2025Q4: 4,799 shares; 2026Q1: 4,792 shares; 2026Q2: 4,505 shares 4,505 $751K 0.15% -287 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,510 shares; 2026Q2: 14,806 shares 14,806 $746K 0.15% +3,296 Timeline VPL 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: 19,262 shares; 2024Q4: 104 shares; 2025Q1: 588 shares; 2025Q2: 56 shares; 2025Q3: 51 shares; 2025Q4: 24,259 shares; 2026Q1: 7,481 shares; 2026Q2: 6,438 shares 6,438 $745K 0.15% -1,043 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: 13,967 shares; 2024Q4: 1,686 shares; 2025Q1: 2,002 shares; 2025Q2: 1,303 shares; 2025Q3: 1,244 shares; 2025Q4: 2,314 shares; 2026Q1: 2,643 shares; 2026Q2: 2,734 shares 2,734 $744K 0.15% +91 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: 2,788 shares; 2024Q4: 663 shares; 2025Q1: 729 shares; 2025Q2: 827 shares; 2025Q3: 844 shares; 2025Q4: 9,253 shares; 2026Q1: 9,398 shares; 2026Q2: 10,245 shares 10,245 $731K 0.15% +847 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: 9,773 shares; 2024Q4: 624 shares; 2025Q1: 777 shares; 2025Q2: 793 shares; 2025Q3: 809 shares; 2025Q4: 874 shares; 2026Q1: 1,183 shares; 2026Q2: 1,827 shares 1,827 $726K 0.15% +644 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: 14,622 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,127 shares; 2026Q1: 6,524 shares; 2026Q2: 6,646 shares 6,646 $715K 0.14% +122 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 435 shares; 2025Q4: 431 shares; 2026Q1: 406 shares; 2026Q2: 741 shares 741 $715K 0.14% +335 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,750 shares; 2026Q2: 13,901 shares 13,901 $712K 0.14% +151 Timeline JAVA 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 reported; 2024Q4: 8,061 shares; 2025Q1: 9,045 shares; 2025Q2: 7,903 shares; 2025Q3: 8,062 shares; 2025Q4: 8,946 shares; 2026Q1: 8,921 shares; 2026Q2: 8,959 shares 8,959 $711K 0.14% +38 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: 12,598 shares; 2024Q4: 2,688 shares; 2025Q1: 3,198 shares; 2025Q2: 3,462 shares; 2025Q3: 3,728 shares; 2025Q4: 4,662 shares; 2026Q1: 4,742 shares; 2026Q2: 6,725 shares 6,725 $696K 0.14% +1,983 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,810 shares; 2024Q4: 5,255 shares; 2025Q1: 8,045 shares; 2025Q2: 7,863 shares; 2025Q3: 7,750 shares; 2025Q4: 7,710 shares; 2026Q1: 11,030 shares; 2026Q2: 11,649 shares 11,649 $674K 0.14% +619 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,137 shares; 2024Q4: 32,296 shares; 2025Q1: 34,610 shares; 2025Q2: 34,970 shares; 2025Q3: 36,283 shares; 2025Q4: 38,244 shares; 2026Q1: 13,350 shares; 2026Q2: 13,183 shares 13,183 $672K 0.14% -167 Timeline SPHY 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: 28,290 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,791 shares; 2026Q1: 22,411 shares; 2026Q2: 28,600 shares 28,600 $670K 0.14% +6,189 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: 64,311 shares; 2024Q4: 7,660 shares; 2025Q1: 8,980 shares; 2025Q2: 9,549 shares; 2025Q3: 10,011 shares; 2025Q4: 10,042 shares; 2026Q1: 8,604 shares; 2026Q2: 7,203 shares 7,203 $654K 0.13% -1,401 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,901 shares; 2024Q4: 28,825 shares; 2025Q1: 28,970 shares; 2025Q2: 28,937 shares; 2025Q3: 28,937 shares; 2025Q4: 29,143 shares; 2026Q1: 28,353 shares; 2026Q2: 28,436 shares 28,436 $647K 0.13% +83 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: 29,366 shares; 2024Q4: 958 shares; 2025Q1: 1,442 shares; 2025Q2: 1,754 shares; 2025Q3: 1,727 shares; 2025Q4: 2,532 shares; 2026Q1: 2,356 shares; 2026Q2: 2,300 shares 2,300 $647K 0.13% -56 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: 15,497 shares; 2024Q4: 4,430 shares; 2025Q1: 5,192 shares; 2025Q2: 6,091 shares; 2025Q3: 6,747 shares; 2025Q4: 7,745 shares; 2026Q1: 7,473 shares; 2026Q2: 7,811 shares 7,811 $646K 0.13% +338 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: 80,968 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 8,598 shares; 2025Q4: 29,921 shares; 2026Q1: 31,410 shares; 2026Q2: 20,353 shares 20,353 $645K 0.13% -11,057 Timeline GGOV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,715 shares 12,715 $639K 0.13% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,587 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 779 shares; 2025Q4: 915 shares; 2026Q1: 999 shares; 2026Q2: 5,095 shares 5,095 $633K 0.13% +4,096 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,032 shares; 2024Q4: 2,784 shares; 2025Q1: 2,778 shares; 2025Q2: 2,868 shares; 2025Q3: 2,894 shares; 2025Q4: 3,043 shares; 2026Q1: 3,266 shares; 2026Q2: 2,970 shares 2,970 $632K 0.13% -296 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 reported; 2024Q4: not reported; 2025Q1: 1,736 shares; 2025Q2: 2,253 shares; 2025Q3: 1,815 shares; 2025Q4: 1,269 shares; 2026Q1: 1,352 shares; 2026Q2: 1,868 shares 1,868 $625K 0.13% +516 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,261 shares; 2024Q4: 313 shares; 2025Q1: 323 shares; 2025Q2: 362 shares; 2025Q3: 343 shares; 2025Q4: 367 shares; 2026Q1: 447 shares; 2026Q2: 459 shares 459 $624K 0.13% +12 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: 10,645 shares; 2024Q4: 1,399 shares; 2025Q1: 1,687 shares; 2025Q2: 1,930 shares; 2025Q3: 1,972 shares; 2025Q4: 1,629 shares; 2026Q1: 1,834 shares; 2026Q2: 1,792 shares 1,792 $611K 0.12% -42 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,820 shares; 2024Q4: 1,443 shares; 2025Q1: 1,646 shares; 2025Q2: 1,792 shares; 2025Q3: 2,537 shares; 2025Q4: 2,597 shares; 2026Q1: 2,616 shares; 2026Q2: 3,190 shares 3,190 $608K 0.12% +574 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 586 shares; 2025Q1: 397 shares; 2025Q2: 419 shares; 2025Q3: 445 shares; 2025Q4: 484 shares; 2026Q1: 564 shares; 2026Q2: 632 shares 632 $607K 0.12% +68 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: 234,458 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,327 shares; 2026Q2: 13,617 shares 13,617 $604K 0.12% +10,290 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: 87 shares; 2025Q1: 98 shares; 2025Q2: 116 shares; 2025Q3: 154 shares; 2025Q4: 159 shares; 2026Q1: 105 shares; 2026Q2: 3,372 shares 3,372 $601K 0.12% +3,267 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,488 shares; 2024Q4: 1,327 shares; 2025Q1: 1,454 shares; 2025Q2: 1,614 shares; 2025Q3: 1,742 shares; 2025Q4: 1,655 shares; 2026Q1: 1,691 shares; 2026Q2: 1,772 shares 1,772 $599K 0.12% +81 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,549 shares; 2024Q4: 2,698 shares; 2025Q1: 4,671 shares; 2025Q2: 4,612 shares; 2025Q3: 4,808 shares; 2025Q4: 7,085 shares; 2026Q1: 7,145 shares; 2026Q2: 7,077 shares 7,077 $599K 0.12% -68 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: 15,951 shares; 2024Q4: 559 shares; 2025Q1: 688 shares; 2025Q2: 812 shares; 2025Q3: 845 shares; 2025Q4: 853 shares; 2026Q1: 1,178 shares; 2026Q2: 1,217 shares 1,217 $598K 0.12% +39 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,173 shares; 2025Q3: 7,535 shares; 2025Q4: 15,925 shares; 2026Q1: 16,183 shares; 2026Q2: 13,838 shares 13,838 $597K 0.12% -2,345 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,466 shares; 2024Q4: 244 shares; 2025Q1: 282 shares; 2025Q2: 367 shares; 2025Q3: 394 shares; 2025Q4: 438 shares; 2026Q1: 741 shares; 2026Q2: 815 shares 815 $587K 0.12% +74 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,226 shares; 2024Q4: 436 shares; 2025Q1: 1,603 shares; 2025Q2: 1,688 shares; 2025Q3: 1,918 shares; 2025Q4: 2,529 shares; 2026Q1: 2,331 shares; 2026Q2: 2,167 shares 2,167 $584K 0.12% -164 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: 3,598 shares; 2024Q4: 2,052 shares; 2025Q1: 4,163 shares; 2025Q2: 5,259 shares; 2025Q3: 7,912 shares; 2025Q4: 9,457 shares; 2026Q1: 6,991 shares; 2026Q2: 5,648 shares 5,648 $567K 0.11% -1,343 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: 61,347 shares; 2024Q4: 166 shares; 2025Q1: 512 shares; 2025Q2: 626 shares; 2025Q3: 866 shares; 2025Q4: 1,498 shares; 2026Q1: 1,522 shares; 2026Q2: 2,215 shares 2,215 $566K 0.11% +693 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,107 shares; 2026Q1: 12,961 shares; 2026Q2: 13,463 shares 13,463 $563K 0.11% +502 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,794 shares; 2025Q4: 10,794 shares; 2026Q1: 10,997 shares; 2026Q2: 13,631 shares 13,631 $562K 0.11% +2,634 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,278 shares 15,278 $559K 0.11% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,587 shares; 2026Q1: 1,455 shares; 2026Q2: 1,620 shares 1,620 $555K 0.11% +165 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,275 shares; 2024Q4: 1,750 shares; 2025Q1: 1,781 shares; 2025Q2: 1,878 shares; 2025Q3: 2,135 shares; 2025Q4: 2,351 shares; 2026Q1: 2,505 shares; 2026Q2: 2,410 shares 2,410 $547K 0.11% -95 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,824 shares; 2024Q4: 6,510 shares; 2025Q1: 6,510 shares; 2025Q2: 6,510 shares; 2025Q3: 6,510 shares; 2025Q4: 6,510 shares; 2026Q1: 6,954 shares; 2026Q2: 6,954 shares 6,954 $542K 0.11% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,565 shares; 2024Q4: 1,382 shares; 2025Q1: 1,800 shares; 2025Q2: 1,810 shares; 2025Q3: 2,011 shares; 2025Q4: 2,120 shares; 2026Q1: 2,303 shares; 2026Q2: 2,392 shares 2,392 $533K 0.11% +89 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: 24,625 shares; 2024Q4: 9,526 shares; 2025Q1: 9,759 shares; 2025Q2: 9,802 shares; 2025Q3: 5,316 shares; 2025Q4: 5,604 shares; 2026Q1: 5,919 shares; 2026Q2: 6,066 shares 6,066 $527K 0.11% +147 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,487 shares; 2024Q4: 3,743 shares; 2025Q1: 3,803 shares; 2025Q2: 3,817 shares; 2025Q3: 4,020 shares; 2025Q4: 4,099 shares; 2026Q1: 4,319 shares; 2026Q2: 4,507 shares 4,507 $526K 0.11% +188 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,325 shares; 2025Q3: 6,072 shares; 2025Q4: 5,138 shares; 2026Q1: 7,694 shares; 2026Q2: 8,518 shares 8,518 $526K 0.11% +824 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,061 shares; 2025Q1: 76 shares; 2025Q2: 93 shares; 2025Q3: 137 shares; 2025Q4: 561 shares; 2026Q1: 1,460 shares; 2026Q2: 11,795 shares 11,795 $524K 0.11% +10,335 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,063 shares; 2024Q4: 1,980 shares; 2025Q1: 3,639 shares; 2025Q2: 3,765 shares; 2025Q3: 3,987 shares; 2025Q4: 3,919 shares; 2026Q1: 4,931 shares; 2026Q2: 5,103 shares 5,103 $521K 0.11% +172 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,384 shares; 2024Q4: 1,753 shares; 2025Q1: 2,147 shares; 2025Q2: 2,602 shares; 2025Q3: 2,718 shares; 2025Q4: 3,456 shares; 2026Q1: 3,770 shares; 2026Q2: 3,701 shares 3,701 $518K 0.1% -69 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,906 shares; 2024Q4: 627 shares; 2025Q1: 1,301 shares; 2025Q2: 850 shares; 2025Q3: 967 shares; 2025Q4: 1,092 shares; 2026Q1: 1,091 shares; 2026Q2: 1,780 shares 1,780 $517K 0.1% +689 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: 59,489 shares; 2024Q4: not reported; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 582 shares; 2025Q4: 1,045 shares; 2026Q1: 725 shares; 2026Q2: 689 shares 689 $515K 0.1% -36 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,515 shares; 2024Q4: 952 shares; 2025Q1: 1,259 shares; 2025Q2: 1,276 shares; 2025Q3: 1,675 shares; 2025Q4: 1,647 shares; 2026Q1: 1,927 shares; 2026Q2: 2,089 shares 2,089 $514K 0.1% +162 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: 53,496 shares; 2024Q4: 7,088 shares; 2025Q1: 10,491 shares; 2025Q2: 10,975 shares; 2025Q3: 13,633 shares; 2025Q4: 12,185 shares; 2026Q1: 11,090 shares; 2026Q2: 12,126 shares 12,126 $513K 0.1% +1,036 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,312 shares; 2024Q4: 1,821 shares; 2025Q1: 2,310 shares; 2025Q2: 2,531 shares; 2025Q3: 3,026 shares; 2025Q4: 3,098 shares; 2026Q1: 3,246 shares; 2026Q2: 3,583 shares 3,583 $513K 0.1% +337 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,846 shares; 2024Q4: 5,313 shares; 2025Q1: 4,825 shares; 2025Q2: 4,935 shares; 2025Q3: 4,913 shares; 2025Q4: 6,399 shares; 2026Q1: 6,102 shares; 2026Q2: 6,496 shares 6,496 $512K 0.1% +394 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: 70,957 shares; 2024Q4: 1,234 shares; 2025Q1: 1,296 shares; 2025Q2: 1,245 shares; 2025Q3: 219 shares; 2025Q4: 2,070 shares; 2026Q1: 1,918 shares; 2026Q2: 2,029 shares 2,029 $512K 0.1% +111 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,509 shares; 2024Q4: 5,500 shares; 2025Q1: 5,649 shares; 2025Q2: 5,632 shares; 2025Q3: 5,632 shares; 2025Q4: 5,632 shares; 2026Q1: 14,334 shares; 2026Q2: 14,712 shares 14,712 $503K 0.1% +378 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,793 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,371 shares; 2026Q1: 6,604 shares; 2026Q2: 10,407 shares 10,407 $497K 0.1% +3,803 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,292 shares; 2024Q4: 1,839 shares; 2025Q1: 1,960 shares; 2025Q2: 2,040 shares; 2025Q3: 2,147 shares; 2025Q4: 2,198 shares; 2026Q1: 2,438 shares; 2026Q2: 2,230 shares 2,230 $492K 0.1% -208 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,060 shares; 2026Q1: 6,402 shares; 2026Q2: 11,587 shares 11,587 $489K 0.1% +5,185 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,137 shares; 2024Q4: 1,175 shares; 2025Q1: 1,612 shares; 2025Q2: 1,712 shares; 2025Q3: 1,975 shares; 2025Q4: 2,071 shares; 2026Q1: 2,330 shares; 2026Q2: 2,183 shares 2,183 $487K 0.1% -147 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: 54,033 shares; 2024Q4: 2,536 shares; 2025Q1: 3,019 shares; 2025Q2: 2,796 shares; 2025Q3: 3,372 shares; 2025Q4: 3,398 shares; 2026Q1: 3,605 shares; 2026Q2: 3,594 shares 3,594 $486K 0.1% -11 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; 2024Q3: 9,373 shares; 2024Q4: 780 shares; 2025Q1: 891 shares; 2025Q2: 1,021 shares; 2025Q3: 1,140 shares; 2025Q4: 1,125 shares; 2026Q1: 1,019 shares; 2026Q2: 1,419 shares 1,419 $484K 0.1% +400 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,987 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267 shares; 2025Q4: 891 shares; 2026Q1: 5,020 shares; 2026Q2: 5,890 shares 5,890 $484K 0.1% +870 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: 30,916 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 377 shares; 2025Q4: 1,257 shares; 2026Q1: 7,055 shares; 2026Q2: 8,283 shares 8,283 $482K 0.1% +1,228 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,933 shares; 2026Q2: 8,145 shares 8,145 $480K 0.1% +1,212 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,240 shares; 2026Q2: 16,755 shares 16,755 $476K 0.1% +2,515 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,492 shares; 2026Q2: 10,504 shares 10,504 $474K 0.1% +1,012 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,082 shares; 2024Q4: 671 shares; 2025Q1: 720 shares; 2025Q2: 762 shares; 2025Q3: 873 shares; 2025Q4: 858 shares; 2026Q1: 913 shares; 2026Q2: 928 shares 928 $473K 0.1% +15 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,969 shares; 2024Q4: 2,773 shares; 2025Q1: 3,119 shares; 2025Q2: 3,552 shares; 2025Q3: 4,117 shares; 2025Q4: 3,883 shares; 2026Q1: 3,860 shares; 2026Q2: 3,702 shares 3,702 $468K 0.09% -158 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,116 shares; 2024Q4: 6,116 shares; 2025Q1: 6,116 shares; 2025Q2: 6,116 shares; 2025Q3: 6,796 shares; 2025Q4: 6,796 shares; 2026Q1: 6,796 shares; 2026Q2: 6,796 shares 6,796 $459K 0.09% 0 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: 580 shares; 2024Q4: 519 shares; 2025Q1: 454 shares; 2025Q2: 491 shares; 2025Q3: 485 shares; 2025Q4: 498 shares; 2026Q1: 427 shares; 2026Q2: 439 shares 439 $458K 0.09% +12 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,205 shares; 2024Q4: 798 shares; 2025Q1: 954 shares; 2025Q2: 1,033 shares; 2025Q3: 1,105 shares; 2025Q4: 1,054 shares; 2026Q1: 1,410 shares; 2026Q2: 1,428 shares 1,428 $453K 0.09% +18 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,378 shares; 2024Q4: 1,344 shares; 2025Q1: not reported; 2025Q2: 1,475 shares; 2025Q3: 1,522 shares; 2025Q4: 1,561 shares; 2026Q1: 1,695 shares; 2026Q2: 1,555 shares 1,555 $450K 0.09% -140 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: 3,603 shares; 2024Q4: 2,127 shares; 2025Q1: 1,997 shares; 2025Q2: 2,007 shares; 2025Q3: 2,054 shares; 2025Q4: 2,009 shares; 2026Q1: 1,922 shares; 2026Q2: 2,661 shares 2,661 $446K 0.09% +739 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: 30,612 shares; 2024Q4: 1,614 shares; 2025Q1: 1,806 shares; 2025Q2: 1,871 shares; 2025Q3: 2,449 shares; 2025Q4: 2,263 shares; 2026Q1: 3,309 shares; 2026Q2: 3,523 shares 3,523 $446K 0.09% +214 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; 2024Q3: 86,680 shares; 2024Q4: 3,156 shares; 2025Q1: 3,658 shares; 2025Q2: 4,169 shares; 2025Q3: 4,224 shares; 2025Q4: 4,906 shares; 2026Q1: 5,623 shares; 2026Q2: 4,832 shares 4,832 $446K 0.09% -791 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,530 shares; 2024Q4: 1,542 shares; 2025Q1: 1,648 shares; 2025Q2: 1,680 shares; 2025Q3: 1,746 shares; 2025Q4: 1,790 shares; 2026Q1: 1,345 shares; 2026Q2: 1,289 shares 1,289 $444K 0.09% -56 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,987 shares; 2024Q4: 2,451 shares; 2025Q1: 2,555 shares; 2025Q2: 2,687 shares; 2025Q3: 2,737 shares; 2025Q4: 2,784 shares; 2026Q1: 2,757 shares; 2026Q2: 1,955 shares 1,955 $438K 0.09% -802 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: 3,127 shares; 2024Q4: 3,052 shares; 2025Q1: 3,590 shares; 2025Q2: 3,730 shares; 2025Q3: 3,200 shares; 2025Q4: 5,056 shares; 2026Q1: 4,213 shares; 2026Q2: 1,969 shares 1,969 $432K 0.09% -2,244 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,074 shares; 2024Q4: 366 shares; 2025Q1: 372 shares; 2025Q2: 349 shares; 2025Q3: 394 shares; 2025Q4: 725 shares; 2026Q1: 731 shares; 2026Q2: 688 shares 688 $429K 0.09% -43 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,445 shares; 2024Q4: 6,745 shares; 2025Q1: 6,579 shares; 2025Q2: 6,205 shares; 2025Q3: 5,265 shares; 2025Q4: 5,586 shares; 2026Q1: 5,660 shares; 2026Q2: 4,625 shares 4,625 $429K 0.09% -1,035 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: 2,960 shares; 2024Q4: 369 shares; 2025Q1: 511 shares; 2025Q2: 543 shares; 2025Q3: 575 shares; 2025Q4: 577 shares; 2026Q1: 1,507 shares; 2026Q2: 1,462 shares 1,462 $429K 0.09% -45 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; 2024Q3: 15,550 shares; 2024Q4: 1,047 shares; 2025Q1: 1,160 shares; 2025Q2: 1,238 shares; 2025Q3: 1,259 shares; 2025Q4: 1,227 shares; 2026Q1: 1,284 shares; 2026Q2: 1,348 shares 1,348 $424K 0.09% +64 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 1,075 shares; 2025Q1: 1,789 shares; 2025Q2: 2,054 shares; 2025Q3: 2,076 shares; 2025Q4: 2,327 shares; 2026Q1: 2,622 shares; 2026Q2: 2,465 shares 2,465 $419K 0.08% -157 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,519 shares; 2024Q4: 3,012 shares; 2025Q1: 3,329 shares; 2025Q2: 7,792 shares; 2025Q3: 7,704 shares; 2025Q4: 8,020 shares; 2026Q1: 8,162 shares; 2026Q2: 8,604 shares 8,604 $413K 0.08% +442 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; 2024Q3: 32,266 shares; 2024Q4: 752 shares; 2025Q1: 754 shares; 2025Q2: 551 shares; 2025Q3: 653 shares; 2025Q4: 775 shares; 2026Q1: 769 shares; 2026Q2: 822 shares 822 $412K 0.08% +53 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,455 shares; 2024Q4: 3,901 shares; 2025Q1: 10,092 shares; 2025Q2: 12,668 shares; 2025Q3: 12,898 shares; 2025Q4: 12,354 shares; 2026Q1: 11,741 shares; 2026Q2: 10,424 shares 10,424 $412K 0.08% -1,317 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; 2024Q3: 5,843 shares; 2024Q4: 449 shares; 2025Q1: 521 shares; 2025Q2: 603 shares; 2025Q3: 592 shares; 2025Q4: 513 shares; 2026Q1: 811 shares; 2026Q2: 801 shares 801 $408K 0.08% -10 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: 4,599 shares; 2024Q4: 2,686 shares; 2025Q1: 2,756 shares; 2025Q2: 3,257 shares; 2025Q3: 2,907 shares; 2025Q4: 2,993 shares; 2026Q1: 3,303 shares; 2026Q2: 3,628 shares 3,628 $405K 0.08% +325 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,308 shares; 2024Q4: 641 shares; 2025Q1: 1,213 shares; 2025Q2: 1,236 shares; 2025Q3: 1,277 shares; 2025Q4: 1,286 shares; 2026Q1: 1,615 shares; 2026Q2: 1,684 shares 1,684 $401K 0.08% +69 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 reported; 2024Q4: 1,910 shares; 2025Q1: 1,749 shares; 2025Q2: 2,084 shares; 2025Q3: 1,840 shares; 2025Q4: 1,760 shares; 2026Q1: 2,092 shares; 2026Q2: 2,292 shares 2,292 $389K 0.08% +200 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: 2,093 shares; 2024Q4: 1,691 shares; 2025Q1: 1,714 shares; 2025Q2: 1,706 shares; 2025Q3: 1,728 shares; 2025Q4: 1,741 shares; 2026Q1: 1,727 shares; 2026Q2: 1,833 shares 1,833 $386K 0.08% +106 Timeline IDEF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,445 shares; 2026Q2: 12,133 shares 12,133 $386K 0.08% -1,312 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,181 shares; 2024Q4: 6,857 shares; 2025Q1: 8,483 shares; 2025Q2: 8,429 shares; 2025Q3: 9,382 shares; 2025Q4: 9,430 shares; 2026Q1: 10,237 shares; 2026Q2: 10,603 shares 10,603 $385K 0.08% +366 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: 4,633 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172 shares; 2026Q1: 303 shares; 2026Q2: 3,201 shares 3,201 $383K 0.08% +2,898 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 266 shares; 2025Q1: 299 shares; 2025Q2: 367 shares; 2025Q3: 453 shares; 2025Q4: 504 shares; 2026Q1: 561 shares; 2026Q2: 505 shares 505 $382K 0.08% -56 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,936 shares; 2024Q4: 295 shares; 2025Q1: 350 shares; 2025Q2: 406 shares; 2025Q3: 449 shares; 2025Q4: 468 shares; 2026Q1: 1,257 shares; 2026Q2: 1,363 shares 1,363 $380K 0.08% +106 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,194 shares; 2024Q4: 217 shares; 2025Q1: 318 shares; 2025Q2: 343 shares; 2025Q3: 377 shares; 2025Q4: 1,084 shares; 2026Q1: 1,331 shares; 2026Q2: 2,107 shares 2,107 $378K 0.08% +776 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348 shares; 2024Q4: 376 shares; 2025Q1: 365 shares; 2025Q2: 289 shares; 2025Q3: 298 shares; 2025Q4: 243 shares; 2026Q1: 255 shares; 2026Q2: 273 shares 273 $377K 0.08% +18 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,923 shares; 2024Q4: 303 shares; 2025Q1: 1,155 shares; 2025Q2: 1,436 shares; 2025Q3: 1,926 shares; 2025Q4: 2,197 shares; 2026Q1: 2,308 shares; 2026Q2: 2,406 shares 2,406 $377K 0.08% +98 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,145 shares; 2026Q1: 1,166 shares; 2026Q2: 1,091 shares 1,091 $377K 0.08% -75 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 377 shares; 2025Q1: 1,241 shares; 2025Q2: 1,266 shares; 2025Q3: 1,391 shares; 2025Q4: 1,439 shares; 2026Q1: 1,420 shares; 2026Q2: 1,329 shares 1,329 $376K 0.08% -91 Timeline JUSA 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,596 shares 5,596 $376K 0.08% new Timeline DCOR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,531 shares 4,531 $371K 0.08% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,064 shares; 2024Q4: 1,803 shares; 2025Q1: 1,871 shares; 2025Q2: 1,905 shares; 2025Q3: 1,948 shares; 2025Q4: 1,944 shares; 2026Q1: 1,904 shares; 2026Q2: 2,137 shares 2,137 $368K 0.07% +233 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,016 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,650 shares; 2025Q4: 4,300 shares; 2026Q1: 4,845 shares; 2026Q2: 7,090 shares 7,090 $368K 0.07% +2,245 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: 7,749 shares; 2024Q4: 1,086 shares; 2025Q1: 1,275 shares; 2025Q2: 1,836 shares; 2025Q3: 2,021 shares; 2025Q4: 1,949 shares; 2026Q1: 2,083 shares; 2026Q2: 1,831 shares 1,831 $367K 0.07% -252 Timeline BBAG 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 reported; 2024Q4: 5,654 shares; 2025Q1: 5,379 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,187 shares; 2026Q1: 8,261 shares; 2026Q2: 7,990 shares 7,990 $367K 0.07% -271 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,818 shares; 2024Q4: 752 shares; 2025Q1: 732 shares; 2025Q2: 916 shares; 2025Q3: 1,086 shares; 2025Q4: 1,512 shares; 2026Q1: 1,605 shares; 2026Q2: 1,696 shares 1,696 $367K 0.07% +91 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: 86,888 shares; 2024Q4: 1,749 shares; 2025Q1: 1,992 shares; 2025Q2: 1,688 shares; 2025Q3: 1,834 shares; 2025Q4: 1,865 shares; 2026Q1: 2,175 shares; 2026Q2: 2,508 shares 2,508 $366K 0.07% +333 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,209 shares; 2024Q4: 1,021 shares; 2025Q1: 1,154 shares; 2025Q2: 1,167 shares; 2025Q3: 1,232 shares; 2025Q4: 1,435 shares; 2026Q1: 1,669 shares; 2026Q2: 1,815 shares 1,815 $366K 0.07% +146 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,617 shares 1,617 $362K 0.07% new 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; 2024Q3: 72,412 shares; 2024Q4: 2,767 shares; 2025Q1: 3,146 shares; 2025Q2: 6,499 shares; 2025Q3: 8,286 shares; 2025Q4: 6,868 shares; 2026Q1: 7,748 shares; 2026Q2: 7,243 shares 7,243 $361K 0.07% -505 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,316 shares; 2024Q4: 2 shares; 2025Q1: 105 shares; 2025Q2: 132 shares; 2025Q3: 220 shares; 2025Q4: 1,172 shares; 2026Q1: 1,278 shares; 2026Q2: 1,540 shares 1,540 $359K 0.07% +262 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,617 shares 1,617 $357K 0.07% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,558 shares; 2024Q4: 837 shares; 2025Q1: 948 shares; 2025Q2: 988 shares; 2025Q3: 1,027 shares; 2025Q4: 1,135 shares; 2026Q1: 1,301 shares; 2026Q2: 1,318 shares 1,318 $356K 0.07% +17 Timeline BINC 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: 4,023 shares; 2024Q4: 5,201 shares; 2025Q1: 7,111 shares; 2025Q2: 6,691 shares; 2025Q3: 7,819 shares; 2025Q4: 11,119 shares; 2026Q1: 8,267 shares; 2026Q2: 6,770 shares 6,770 $354K 0.07% -1,497 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: 2,457 shares; 2024Q4: 1,255 shares; 2025Q1: 1,296 shares; 2025Q2: 1,369 shares; 2025Q3: 1,382 shares; 2025Q4: 1,377 shares; 2026Q1: 1,394 shares; 2026Q2: 1,482 shares 1,482 $353K 0.07% +88 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: 2,499 shares; 2024Q4: 150 shares; 2025Q1: 270 shares; 2025Q2: 323 shares; 2025Q3: 320 shares; 2025Q4: 307 shares; 2026Q1: 299 shares; 2026Q2: 361 shares 361 $353K 0.07% +62 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,272 shares; 2024Q4: 775 shares; 2025Q1: 1,484 shares; 2025Q2: 2,029 shares; 2025Q3: 2,078 shares; 2025Q4: 1,873 shares; 2026Q1: 1,615 shares; 2026Q2: 1,535 shares 1,535 $352K 0.07% -80 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; 2024Q3: 46,235 shares; 2024Q4: 4,437 shares; 2025Q1: 5,267 shares; 2025Q2: 4,957 shares; 2025Q3: 4,681 shares; 2025Q4: 5,582 shares; 2026Q1: 6,318 shares; 2026Q2: 6,072 shares 6,072 $350K 0.07% -246 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,242 shares; 2024Q4: 3,944 shares; 2025Q1: 3,922 shares; 2025Q2: 4,003 shares; 2025Q3: 4,141 shares; 2025Q4: 3,988 shares; 2026Q1: 2,786 shares; 2026Q2: 2,969 shares 2,969 $349K 0.07% +183 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: 18,111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 268 shares; 2025Q4: 338 shares; 2026Q1: 416 shares; 2026Q2: 474 shares 474 $349K 0.07% +58 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,553 shares; 2026Q1: 10,435 shares; 2026Q2: 12,785 shares 12,785 $348K 0.07% +2,350 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,924 shares; 2024Q4: 448 shares; 2025Q1: 2,707 shares; 2025Q2: 3,069 shares; 2025Q3: 3,936 shares; 2025Q4: 4,780 shares; 2026Q1: 4,258 shares; 2026Q2: 4,481 shares 4,481 $347K 0.07% +223 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: 14,133 shares; 2024Q4: not reported; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 467 shares; 2026Q1: 427 shares; 2026Q2: 936 shares 936 $345K 0.07% +509 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,532 shares; 2024Q4: 1,084 shares; 2025Q1: 1,314 shares; 2025Q2: 1,490 shares; 2025Q3: 1,374 shares; 2025Q4: 1,995 shares; 2026Q1: 3,346 shares; 2026Q2: 3,546 shares 3,546 $341K 0.07% +200 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,223 shares; 2024Q4: 2,213 shares; 2025Q1: 2,364 shares; 2025Q2: 2,162 shares; 2025Q3: 2,725 shares; 2025Q4: 2,399 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $339K 0.07% 0 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: 43,462 shares; 2024Q4: 2,238 shares; 2025Q1: 2,480 shares; 2025Q2: 2,685 shares; 2025Q3: 3,134 shares; 2025Q4: 2,735 shares; 2026Q1: 3,274 shares; 2026Q2: 3,536 shares 3,536 $338K 0.07% +262 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: 1,020 shares; 2024Q4: 112 shares; 2025Q1: 168 shares; 2025Q2: 228 shares; 2025Q3: 248 shares; 2025Q4: 278 shares; 2026Q1: 352 shares; 2026Q2: 473 shares 473 $337K 0.07% +121 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: 8,675 shares; 2024Q4: 605 shares; 2025Q1: 650 shares; 2025Q2: 727 shares; 2025Q3: 779 shares; 2025Q4: 1,077 shares; 2026Q1: 1,041 shares; 2026Q2: 1,021 shares 1,021 $337K 0.07% -20 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,396 shares; 2024Q4: 5,825 shares; 2025Q1: 7,769 shares; 2025Q2: 8,308 shares; 2025Q3: 8,511 shares; 2025Q4: 9,256 shares; 2026Q1: 9,834 shares; 2026Q2: 10,525 shares 10,525 $336K 0.07% +691 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; 2024Q3: 9,614 shares; 2024Q4: 1,654 shares; 2025Q1: 3,297 shares; 2025Q2: 2,991 shares; 2025Q3: 3,636 shares; 2025Q4: 3,679 shares; 2026Q1: 3,337 shares; 2026Q2: 2,714 shares 2,714 $334K 0.07% -623 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: 101,322 shares; 2024Q4: 1,518 shares; 2025Q1: 1,858 shares; 2025Q2: 1,818 shares; 2025Q3: 1,860 shares; 2025Q4: 2,277 shares; 2026Q1: 2,455 shares; 2026Q2: 3,466 shares 3,466 $334K 0.07% +1,011 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,118 shares; 2024Q4: 952 shares; 2025Q1: 954 shares; 2025Q2: 909 shares; 2025Q3: 936 shares; 2025Q4: 984 shares; 2026Q1: 977 shares; 2026Q2: 894 shares 894 $331K 0.07% -83 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,158 shares; 2024Q4: 1,518 shares; 2025Q1: 1,755 shares; 2025Q2: 2,568 shares; 2025Q3: 2,906 shares; 2025Q4: 2,958 shares; 2026Q1: 3,002 shares; 2026Q2: 3,171 shares 3,171 $330K 0.07% +169 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: 45,020 shares; 2024Q4: 1,738 shares; 2025Q1: 2,067 shares; 2025Q2: 2,191 shares; 2025Q3: 2,405 shares; 2025Q4: 3,034 shares; 2026Q1: 2,904 shares; 2026Q2: 4,188 shares 4,188 $328K 0.07% +1,284 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,333 shares; 2024Q4: 5,440 shares; 2025Q1: 7,257 shares; 2025Q2: 7,379 shares; 2025Q3: 7,512 shares; 2025Q4: 8,997 shares; 2026Q1: 10,180 shares; 2026Q2: 9,937 shares 9,937 $325K 0.07% -243 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,308 shares; 2024Q4: 2,329 shares; 2025Q1: 2,491 shares; 2025Q2: 2,432 shares; 2025Q3: 2,517 shares; 2025Q4: 2,565 shares; 2026Q1: 2,552 shares; 2026Q2: 2,366 shares 2,366 $324K 0.07% -186 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,073 shares; 2024Q4: 56 shares; 2025Q1: 220 shares; 2025Q2: 322 shares; 2025Q3: 297 shares; 2025Q4: 335 shares; 2026Q1: 307 shares; 2026Q2: 421 shares 421 $321K 0.07% +114 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: 56,375 shares; 2024Q4: 347 shares; 2025Q1: 606 shares; 2025Q2: 624 shares; 2025Q3: 931 shares; 2025Q4: 982 shares; 2026Q1: 1,072 shares; 2026Q2: 1,482 shares 1,482 $315K 0.06% +410 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,434 shares; 2024Q4: 635 shares; 2025Q1: 656 shares; 2025Q2: 802 shares; 2025Q3: 754 shares; 2025Q4: 763 shares; 2026Q1: 790 shares; 2026Q2: 815 shares 815 $315K 0.06% +25 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,233 shares; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 1,666 shares; 2025Q4: 1,657 shares; 2026Q1: 1,571 shares; 2026Q2: 1,602 shares 1,602 $313K 0.06% +31 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; 2024Q3: 4,660 shares; 2024Q4: 1,558 shares; 2025Q1: 1,657 shares; 2025Q2: 1,623 shares; 2025Q3: 1,634 shares; 2025Q4: 1,704 shares; 2026Q1: 1,487 shares; 2026Q2: 1,468 shares 1,468 $313K 0.06% -19 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: 490 shares; 2025Q2: 569 shares; 2025Q3: 694 shares; 2025Q4: 856 shares; 2026Q1: 2,175 shares; 2026Q2: 2,183 shares 2,183 $312K 0.06% +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: 1,484 shares; 2024Q4: 1,228 shares; 2025Q1: 1,196 shares; 2025Q2: 1,336 shares; 2025Q3: 1,572 shares; 2025Q4: 1,624 shares; 2026Q1: 1,637 shares; 2026Q2: 1,775 shares 1,775 $312K 0.06% +138 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: 1,179 shares; 2024Q4: 1,027 shares; 2025Q1: 1,007 shares; 2025Q2: 1,017 shares; 2025Q3: 919 shares; 2025Q4: 569 shares; 2026Q1: 586 shares; 2026Q2: 391 shares 391 $311K 0.06% -195 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,088 shares; 2025Q4: 3,216 shares; 2026Q1: 3,385 shares; 2026Q2: 3,686 shares 3,686 $307K 0.06% +301 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; 2024Q3: 16,134 shares; 2024Q4: 334 shares; 2025Q1: 408 shares; 2025Q2: 429 shares; 2025Q3: 474 shares; 2025Q4: 623 shares; 2026Q1: 816 shares; 2026Q2: 863 shares 863 $306K 0.06% +47 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 897 shares; 2024Q4: 774 shares; 2025Q1: 779 shares; 2025Q2: 486 shares; 2025Q3: 509 shares; 2025Q4: 530 shares; 2026Q1: 568 shares; 2026Q2: 544 shares 544 $305K 0.06% -24 Timeline LCTU 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,065 shares; 2026Q1: 3,847 shares; 2026Q2: 3,774 shares 3,774 $303K 0.06% -73 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: 2,830 shares; 2024Q4: 867 shares; 2025Q1: 946 shares; 2025Q2: 1,028 shares; 2025Q3: 1,093 shares; 2025Q4: 1,144 shares; 2026Q1: 1,399 shares; 2026Q2: 1,467 shares 1,467 $302K 0.06% +68 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 799 shares; 2024Q4: 386 shares; 2025Q1: 387 shares; 2025Q2: 395 shares; 2025Q3: 389 shares; 2025Q4: 2,092 shares; 2026Q1: 2,755 shares; 2026Q2: 3,013 shares 3,013 $299K 0.06% +258 Timeline JEMA 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,099 shares; 2026Q1: 3,924 shares; 2026Q2: 4,671 shares 4,671 $298K 0.06% +747 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: 32,504 shares; 2024Q4: 2,428 shares; 2025Q1: 2,548 shares; 2025Q2: 3,654 shares; 2025Q3: 3,525 shares; 2025Q4: 4,036 shares; 2026Q1: 2,783 shares; 2026Q2: 1,897 shares 1,897 $297K 0.06% -886 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,494 shares; 2026Q1: 1,677 shares; 2026Q2: 2,009 shares 2,009 $293K 0.06% +332 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 622 shares; 2025Q3: 702 shares; 2025Q4: 906 shares; 2026Q1: 1,014 shares; 2026Q2: 1,091 shares 1,091 $293K 0.06% +77 Timeline JGLO 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 reported; 2024Q4: 5,359 shares; 2025Q1: 5,517 shares; 2025Q2: 6,303 shares; 2025Q3: 5,104 shares; 2025Q4: 5,302 shares; 2026Q1: 5,432 shares; 2026Q2: 4,109 shares 4,109 $293K 0.06% -1,323 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: 62,208 shares; 2024Q4: 105 shares; 2025Q1: 186 shares; 2025Q2: 232 shares; 2025Q3: 248 shares; 2025Q4: 1,091 shares; 2026Q1: 1,205 shares; 2026Q2: 1,319 shares 1,319 $291K 0.06% +114 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; 2024Q3: 992 shares; 2024Q4: 660 shares; 2025Q1: 694 shares; 2025Q2: 698 shares; 2025Q3: 716 shares; 2025Q4: 738 shares; 2026Q1: 874 shares; 2026Q2: 717 shares 717 $288K 0.06% -157 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; 2024Q3: 46,959 shares; 2024Q4: 13,644 shares; 2025Q1: 14,767 shares; 2025Q2: 15,690 shares; 2025Q3: 14,904 shares; 2025Q4: 13,613 shares; 2026Q1: 17,205 shares; 2026Q2: 11,683 shares 11,683 $287K 0.06% -5,522 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,465 shares; 2024Q4: 1,318 shares; 2025Q1: 1,459 shares; 2025Q2: 1,724 shares; 2025Q3: 1,798 shares; 2025Q4: 2,019 shares; 2026Q1: 2,840 shares; 2026Q2: 2,898 shares 2,898 $285K 0.06% +58 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,689 shares; 2024Q4: 2,520 shares; 2025Q1: 2,692 shares; 2025Q2: 2,828 shares; 2025Q3: 2,934 shares; 2025Q4: 2,891 shares; 2026Q1: 3,068 shares; 2026Q2: 2,923 shares 2,923 $284K 0.06% -145 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 1,350 shares; 2025Q4: 1,977 shares; 2026Q1: 1,350 shares; 2026Q2: 1,407 shares 1,407 $281K 0.06% +57 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,666 shares; 2026Q2: 1,705 shares 1,705 $280K 0.06% +39 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,740 shares; 2024Q4: 2,409 shares; 2025Q1: 3,135 shares; 2025Q2: 3,085 shares; 2025Q3: 3,194 shares; 2025Q4: 3,177 shares; 2026Q1: 3,521 shares; 2026Q2: 3,850 shares 3,850 $277K 0.06% +329 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,220 shares; 2024Q4: 225 shares; 2025Q1: 273 shares; 2025Q2: 282 shares; 2025Q3: 392 shares; 2025Q4: 595 shares; 2026Q1: 568 shares; 2026Q2: 555 shares 555 $276K 0.06% -13 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475 shares 475 $274K 0.06% new 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: 29,161 shares; 2024Q4: 69 shares; 2025Q1: 88 shares; 2025Q2: 117 shares; 2025Q3: 150 shares; 2025Q4: 184 shares; 2026Q1: 216 shares; 2026Q2: 242 shares 242 $274K 0.06% +26 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,875 shares; 2024Q4: 1,132 shares; 2025Q1: 1,048 shares; 2025Q2: 1,131 shares; 2025Q3: 1,169 shares; 2025Q4: 1,110 shares; 2026Q1: 1,143 shares; 2026Q2: 1,142 shares 1,142 $273K 0.06% -1 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,221 shares; 2024Q4: 1,185 shares; 2025Q1: 1,020 shares; 2025Q2: 1,040 shares; 2025Q3: 901 shares; 2025Q4: 895 shares; 2026Q1: 1,381 shares; 2026Q2: 1,369 shares 1,369 $267K 0.05% -12 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,088 shares; 2025Q3: 2,243 shares; 2025Q4: 2,296 shares; 2026Q1: 2,296 shares; 2026Q2: 2,945 shares 2,945 $266K 0.05% +649 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,770 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 804 shares; 2025Q3: 853 shares; 2025Q4: 894 shares; 2026Q1: 965 shares; 2026Q2: 902 shares 902 $266K 0.05% -63 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,375 shares; 2024Q4: 460 shares; 2025Q1: 1,008 shares; 2025Q2: 1,429 shares; 2025Q3: 2,143 shares; 2025Q4: 2,484 shares; 2026Q1: 2,230 shares; 2026Q2: 2,270 shares 2,270 $265K 0.05% +40 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,917 shares; 2024Q4: 1,638 shares; 2025Q1: 2,368 shares; 2025Q2: 2,206 shares; 2025Q3: 3,758 shares; 2025Q4: 2,583 shares; 2026Q1: 3,675 shares; 2026Q2: 4,375 shares 4,375 $264K 0.05% +700 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,993 shares; 2024Q4: 1,684 shares; 2025Q1: 1,658 shares; 2025Q2: 1,686 shares; 2025Q3: 1,656 shares; 2025Q4: 1,867 shares; 2026Q1: 2,019 shares; 2026Q2: 1,899 shares 1,899 $261K 0.05% -120 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,359 shares; 2024Q4: 1,279 shares; 2025Q1: 1,322 shares; 2025Q2: 1,417 shares; 2025Q3: 1,355 shares; 2025Q4: 1,441 shares; 2026Q1: 1,644 shares; 2026Q2: 1,619 shares 1,619 $259K 0.05% -25 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,578 shares; 2024Q4: 522 shares; 2025Q1: 541 shares; 2025Q2: 530 shares; 2025Q3: 633 shares; 2025Q4: 631 shares; 2026Q1: 596 shares; 2026Q2: 610 shares 610 $254K 0.05% +14 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,565 shares; 2026Q1: 3,525 shares; 2026Q2: 3,612 shares 3,612 $253K 0.05% +87 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 578 shares; 2025Q3: 1,485 shares; 2025Q4: 1,471 shares; 2026Q1: 1,640 shares; 2026Q2: 1,551 shares 1,551 $253K 0.05% -89 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 545 shares; 2026Q2: 4,195 shares 4,195 $249K 0.05% +3,650 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: 3,132 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 1,253 shares; 2026Q1: 551 shares; 2026Q2: 1,020 shares 1,020 $247K 0.05% +469 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,351 shares; 2024Q4: 64 shares; 2025Q1: 210 shares; 2025Q2: 218 shares; 2025Q3: 259 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 772 shares 772 $246K 0.05% new Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 836 shares; 2026Q2: 860 shares 860 $244K 0.05% +24 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,094 shares; 2024Q4: 14,950 shares; 2025Q1: 14,955 shares; 2025Q2: 14,955 shares; 2025Q3: 11,450 shares; 2025Q4: 11,450 shares; 2026Q1: 11,450 shares; 2026Q2: 11,450 shares 11,450 $244K 0.05% 0 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: 3,101 shares; 2024Q4: 349 shares; 2025Q1: 1,266 shares; 2025Q2: 1,410 shares; 2025Q3: 1,213 shares; 2025Q4: 1,325 shares; 2026Q1: 1,427 shares; 2026Q2: 1,578 shares 1,578 $242K 0.05% +151 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: 309 shares; 2024Q4: 73 shares; 2025Q1: 80 shares; 2025Q2: 1,455 shares; 2025Q3: 1,657 shares; 2025Q4: 1,684 shares; 2026Q1: 2,641 shares; 2026Q2: 2,626 shares 2,626 $242K 0.05% -15 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,329 shares; 2024Q4: 585 shares; 2025Q1: 909 shares; 2025Q2: 923 shares; 2025Q3: 1,576 shares; 2025Q4: 3,252 shares; 2026Q1: 3,770 shares; 2026Q2: 3,337 shares 3,337 $241K 0.05% -433 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: 52,554 shares; 2024Q4: 1,446 shares; 2025Q1: 1,705 shares; 2025Q2: 4,799 shares; 2025Q3: 6,267 shares; 2025Q4: 3,500 shares; 2026Q1: 4,897 shares; 2026Q2: 2,414 shares 2,414 $239K 0.05% -2,483 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 356 shares; 2026Q1: 457 shares; 2026Q2: 2,663 shares 2,663 $236K 0.05% +2,206 Timeline JIVE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,419 shares; 2025Q4: 1,342 shares; 2026Q1: 1,511 shares; 2026Q2: 2,564 shares 2,564 $236K 0.05% +1,053 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 264 shares; 2026Q1: 362 shares; 2026Q2: 480 shares 480 $235K 0.05% +118 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: 4,545 shares; 2024Q4: 1,208 shares; 2025Q1: 2,720 shares; 2025Q2: 1,876 shares; 2025Q3: 3,694 shares; 2025Q4: 5,572 shares; 2026Q1: 2,746 shares; 2026Q2: 3,094 shares 3,094 $234K 0.05% +348 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 705 shares; 2026Q2: 705 shares 705 $233K 0.05% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,820 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,270 shares; 2026Q1: 10,676 shares; 2026Q2: 11,664 shares 11,664 $232K 0.05% +988 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,604 shares; 2024Q4: 7,100 shares; 2025Q1: 5,008 shares; 2025Q2: 5,015 shares; 2025Q3: 5,004 shares; 2025Q4: not reported; 2026Q1: 4,878 shares; 2026Q2: 4,778 shares 4,778 $231K 0.05% -100 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,405 shares; 2024Q4: 133 shares; 2025Q1: 215 shares; 2025Q2: 237 shares; 2025Q3: 476 shares; 2025Q4: 308 shares; 2026Q1: 660 shares; 2026Q2: 688 shares 688 $228K 0.05% +28 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,933 shares; 2024Q4: 20 shares; 2025Q1: 454 shares; 2025Q2: 590 shares; 2025Q3: 949 shares; 2025Q4: 1,001 shares; 2026Q1: 1,062 shares; 2026Q2: 1,097 shares 1,097 $227K 0.05% +35 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 988 shares; 2026Q1: 1,173 shares; 2026Q2: 954 shares 954 $227K 0.05% -219 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,429 shares; 2025Q4: 3,159 shares; 2026Q1: 3,656 shares; 2026Q2: 3,613 shares 3,613 $227K 0.05% -43 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474,367 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,660 shares; 2026Q1: 3,327 shares; 2026Q2: 7,149 shares 7,149 $226K 0.05% +3,822 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 114 shares 114 $226K 0.05% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,377 shares; 2024Q4: 198 shares; 2025Q1: 1,037 shares; 2025Q2: 1,077 shares; 2025Q3: 1,529 shares; 2025Q4: 1,400 shares; 2026Q1: 1,176 shares; 2026Q2: 1,059 shares 1,059 $224K 0.05% -117 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,741 shares; 2024Q4: 551 shares; 2025Q1: 822 shares; 2025Q2: 1,129 shares; 2025Q3: 1,246 shares; 2025Q4: 1,259 shares; 2026Q1: 1,525 shares; 2026Q2: 1,381 shares 1,381 $224K 0.05% -144 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: 1,285 shares; 2024Q4: 764 shares; 2025Q1: 729 shares; 2025Q2: 799 shares; 2025Q3: 886 shares; 2025Q4: 907 shares; 2026Q1: 981 shares; 2026Q2: 894 shares 894 $222K 0.04% -87 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; 2024Q3: 4,868 shares; 2024Q4: 2,214 shares; 2025Q1: 2,792 shares; 2025Q2: 2,844 shares; 2025Q3: 2,838 shares; 2025Q4: 2,829 shares; 2026Q1: 3,171 shares; 2026Q2: 1,673 shares 1,673 $220K 0.04% -1,498 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 455 shares 455 $220K 0.04% 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 reported; 2024Q4: 19 shares; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 711 shares; 2025Q4: 832 shares; 2026Q1: 652 shares; 2026Q2: 735 shares 735 $219K 0.04% +83 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,855 shares 5,855 $218K 0.04% new 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: 7,961 shares; 2024Q4: 263 shares; 2025Q1: 473 shares; 2025Q2: 605 shares; 2025Q3: 700 shares; 2025Q4: 736 shares; 2026Q1: 802 shares; 2026Q2: 845 shares 845 $216K 0.04% +43 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 892 shares 892 $216K 0.04% new 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: 54,223 shares; 2024Q4: 6,809 shares; 2025Q1: 9,105 shares; 2025Q2: 12,620 shares; 2025Q3: 11,539 shares; 2025Q4: 10,207 shares; 2026Q1: 12,316 shares; 2026Q2: 10,406 shares 10,406 $215K 0.04% -1,910 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,337 shares 3,337 $214K 0.04% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,450 shares; 2024Q4: 593 shares; 2025Q1: 936 shares; 2025Q2: 1,186 shares; 2025Q3: 1,264 shares; 2025Q4: 1,278 shares; 2026Q1: 1,902 shares; 2026Q2: 2,530 shares 2,530 $214K 0.04% +628 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,098 shares; 2024Q4: 5,827 shares; 2025Q1: 5,522 shares; 2025Q2: 5,577 shares; 2025Q3: 4,766 shares; 2025Q4: 4,816 shares; 2026Q1: 4,867 shares; 2026Q2: 4,762 shares 4,762 $214K 0.04% -105 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,348 shares; 2026Q1: 1,165 shares; 2026Q2: 1,121 shares 1,121 $213K 0.04% -44 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,638 shares; 2024Q4: 445 shares; 2025Q1: 728 shares; 2025Q2: 828 shares; 2025Q3: 983 shares; 2025Q4: 1,043 shares; 2026Q1: 1,267 shares; 2026Q2: 1,469 shares 1,469 $212K 0.04% +202 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: 14,425 shares; 2024Q4: 352 shares; 2025Q1: 828 shares; 2025Q2: 835 shares; 2025Q3: 1,246 shares; 2025Q4: 1,202 shares; 2026Q1: 1,043 shares; 2026Q2: 1,403 shares 1,403 $212K 0.04% +360 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 586 shares; 2024Q4: 212 shares; 2025Q1: 257 shares; 2025Q2: 309 shares; 2025Q3: 328 shares; 2025Q4: 350 shares; 2026Q1: 401 shares; 2026Q2: 468 shares 468 $212K 0.04% +67 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,173 shares; 2025Q3: 2,295 shares; 2025Q4: 2,298 shares; 2026Q1: not reported; 2026Q2: 1,745 shares 1,745 $210K 0.04% new Timeline AVGE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,110 shares 2,110 $209K 0.04% new Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,271 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,975 shares; 2026Q1: 56,432 shares; 2026Q2: 7,457 shares 7,457 $209K 0.04% -48,975 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,091 shares; 2026Q1: 3,588 shares; 2026Q2: 4,385 shares 4,385 $208K 0.04% +797 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: 1,444 shares; 2024Q4: 677 shares; 2025Q1: 622 shares; 2025Q2: 731 shares; 2025Q3: 721 shares; 2025Q4: 763 shares; 2026Q1: 807 shares; 2026Q2: 951 shares 951 $208K 0.04% +144 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: 9,573 shares; 2024Q4: 286 shares; 2025Q1: 367 shares; 2025Q2: 446 shares; 2025Q3: 444 shares; 2025Q4: 329 shares; 2026Q1: 426 shares; 2026Q2: 463 shares 463 $207K 0.04% +37 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 767 shares 767 $205K 0.04% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,723 shares; 2026Q1: 2,525 shares; 2026Q2: 3,255 shares 3,255 $205K 0.04% +730 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,017 shares; 2025Q1: 2,842 shares; 2025Q2: 3,331 shares; 2025Q3: 4,180 shares; 2025Q4: 3,797 shares; 2026Q1: 4,506 shares; 2026Q2: 4,419 shares 4,419 $204K 0.04% -87 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,408 shares; 2024Q4: 18 shares; 2025Q1: 116 shares; 2025Q2: 541 shares; 2025Q3: 602 shares; 2025Q4: 787 shares; 2026Q1: 1,202 shares; 2026Q2: 1,685 shares 1,685 $204K 0.04% +483 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 1,207 shares; 2026Q1: 1,033 shares; 2026Q2: 707 shares 707 $200K 0.04% -326 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,755 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 13 shares; 2026Q2: 3,593 shares 3,593 $200K 0.04% +3,580 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,125 shares 2,125 $199K 0.04% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 104 shares; 2025Q1: 166 shares; 2025Q2: 180 shares; 2025Q3: 182 shares; 2025Q4: 196 shares; 2026Q1: 307 shares; 2026Q2: 400 shares 400 $198K 0.04% +93 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,249 shares; 2024Q4: 725 shares; 2025Q1: 733 shares; 2025Q2: 747 shares; 2025Q3: 735 shares; 2025Q4: 751 shares; 2026Q1: 786 shares; 2026Q2: 422 shares 422 $194K 0.04% -364 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; 2024Q3: 397 shares; 2024Q4: 6 shares; 2025Q1: 17 shares; 2025Q2: 22 shares; 2025Q3: 29 shares; 2025Q4: 95 shares; 2026Q1: 107 shares; 2026Q2: 99 shares 99 $193K 0.04% -8 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,246 shares; 2024Q4: not reported; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,683 shares; 2026Q1: 4,432 shares; 2026Q2: 4,886 shares 4,886 $193K 0.04% +454 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,265 shares; 2024Q4: 1,188 shares; 2025Q1: 1,144 shares; 2025Q2: 1,185 shares; 2025Q3: 1,195 shares; 2025Q4: 1,231 shares; 2026Q1: not reported; 2026Q2: 1,158 shares 1,158 $193K 0.04% new 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; 2024Q3: 5,231 shares; 2024Q4: 1,641 shares; 2025Q1: 1,643 shares; 2025Q2: 1,786 shares; 2025Q3: 1,845 shares; 2025Q4: 1,906 shares; 2026Q1: 2,212 shares; 2026Q2: 2,091 shares 2,091 $192K 0.04% -121 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,090 shares; 2024Q4: 465 shares; 2025Q1: 543 shares; 2025Q2: 564 shares; 2025Q3: 621 shares; 2025Q4: 668 shares; 2026Q1: 699 shares; 2026Q2: 684 shares 684 $192K 0.04% -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; 2024Q3: 43,503 shares; 2024Q4: 1,167 shares; 2025Q1: 1,620 shares; 2025Q2: 1,213 shares; 2025Q3: 935 shares; 2025Q4: 980 shares; 2026Q1: 1,477 shares; 2026Q2: 1,781 shares 1,781 $191K 0.04% +304 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; 2024Q3: 745 shares; 2024Q4: 406 shares; 2025Q1: 392 shares; 2025Q2: 472 shares; 2025Q3: 428 shares; 2025Q4: 650 shares; 2026Q1: 565 shares; 2026Q2: 477 shares 477 $190K 0.04% -88 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,255 shares; 2024Q4: 156 shares; 2025Q1: 790 shares; 2025Q2: 819 shares; 2025Q3: 1,091 shares; 2025Q4: 1,041 shares; 2026Q1: 905 shares; 2026Q2: 725 shares 725 $189K 0.04% -180 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,938 shares; 2024Q4: 442 shares; 2025Q1: 1,076 shares; 2025Q2: 1,239 shares; 2025Q3: 4,806 shares; 2025Q4: 4,762 shares; 2026Q1: 5,385 shares; 2026Q2: 2,698 shares 2,698 $189K 0.04% -2,687 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: 33,557 shares; 2024Q4: 5,177 shares; 2025Q1: 5,794 shares; 2025Q2: 5,763 shares; 2025Q3: 3,335 shares; 2025Q4: 4,206 shares; 2026Q1: 3,861 shares; 2026Q2: 3,977 shares 3,977 $189K 0.04% +116 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,541 shares; 2024Q4: 1,151 shares; 2025Q1: 1,235 shares; 2025Q2: 1,427 shares; 2025Q3: 1,428 shares; 2025Q4: 1,494 shares; 2026Q1: 1,600 shares; 2026Q2: 1,339 shares 1,339 $188K 0.04% -261 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,876 shares; 2024Q4: 1,538 shares; 2025Q1: 1,435 shares; 2025Q2: 1,559 shares; 2025Q3: 1,571 shares; 2025Q4: 1,690 shares; 2026Q1: 1,699 shares; 2026Q2: 720 shares 720 $188K 0.04% -979 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,571 shares; 2024Q4: 483 shares; 2025Q1: 963 shares; 2025Q2: 855 shares; 2025Q3: 930 shares; 2025Q4: 953 shares; 2026Q1: 1,061 shares; 2026Q2: 1,071 shares 1,071 $188K 0.04% +10 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,958 shares 1,958 $186K 0.04% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,763 shares; 2024Q4: 40 shares; 2025Q1: 940 shares; 2025Q2: 929 shares; 2025Q3: 1,747 shares; 2025Q4: 3,733 shares; 2026Q1: 5,869 shares; 2026Q2: 5,002 shares 5,002 $185K 0.04% -867 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,927 shares; 2024Q4: not reported; 2025Q1: 1,089 shares; 2025Q2: 1,520 shares; 2025Q3: 1,725 shares; 2025Q4: 1,832 shares; 2026Q1: 1,935 shares; 2026Q2: 1,974 shares 1,974 $184K 0.04% +39 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: 18,633 shares; 2024Q4: 151 shares; 2025Q1: 156 shares; 2025Q2: 292 shares; 2025Q3: 334 shares; 2025Q4: 391 shares; 2026Q1: 322 shares; 2026Q2: 487 shares 487 $183K 0.04% +165 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,960 shares; 2024Q4: not reported; 2025Q1: 908 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,038 shares 4,038 $182K 0.04% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,431 shares; 2024Q4: 912 shares; 2025Q1: 1,160 shares; 2025Q2: 1,350 shares; 2025Q3: 1,210 shares; 2025Q4: 1,808 shares; 2026Q1: 2,230 shares; 2026Q2: 2,401 shares 2,401 $179K 0.04% +171 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,180 shares; 2026Q1: 2,295 shares; 2026Q2: 2,291 shares 2,291 $178K 0.04% -4 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,819 shares; 2024Q4: 3,389 shares; 2025Q1: 2,759 shares; 2025Q2: 4,941 shares; 2025Q3: 8,398 shares; 2025Q4: 7,415 shares; 2026Q1: 7,791 shares; 2026Q2: 7,294 shares 7,294 $176K 0.04% -497 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 857 shares; 2024Q4: 160 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 365 shares; 2026Q1: 305 shares; 2026Q2: 265 shares 265 $174K 0.04% -40 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; 2024Q3: 9,908 shares; 2024Q4: 2,495 shares; 2025Q1: 2,613 shares; 2025Q2: 2,737 shares; 2025Q3: 2,647 shares; 2025Q4: 2,767 shares; 2026Q1: 3,275 shares; 2026Q2: 3,439 shares 3,439 $173K 0.04% +164 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: 6,085 shares; 2024Q4: 603 shares; 2025Q1: 1,034 shares; 2025Q2: 1,571 shares; 2025Q3: 1,327 shares; 2025Q4: 1,441 shares; 2026Q1: 1,498 shares; 2026Q2: 1,911 shares 1,911 $173K 0.03% +413 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; 2024Q3: 26,397 shares; 2024Q4: 160 shares; 2025Q1: 300 shares; 2025Q2: 385 shares; 2025Q3: 327 shares; 2025Q4: 363 shares; 2026Q1: 511 shares; 2026Q2: 624 shares 624 $172K 0.03% +113 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,344 shares; 2024Q4: not reported; 2025Q1: 5,901 shares; 2025Q2: 2,101 shares; 2025Q3: 2,775 shares; 2025Q4: 2,852 shares; 2026Q1: 2,959 shares; 2026Q2: 3,557 shares 3,557 $172K 0.03% +598 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229 shares; 2025Q4: 289 shares; 2026Q1: 318 shares; 2026Q2: 297 shares 297 $171K 0.03% -21 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: 19,065 shares; 2024Q4: 544 shares; 2025Q1: 774 shares; 2025Q2: 911 shares; 2025Q3: 946 shares; 2025Q4: 770 shares; 2026Q1: 1,188 shares; 2026Q2: 1,851 shares 1,851 $170K 0.03% +663 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,854 shares; 2024Q4: 381 shares; 2025Q1: 702 shares; 2025Q2: 791 shares; 2025Q3: 1,640 shares; 2025Q4: 1,117 shares; 2026Q1: 1,109 shares; 2026Q2: 1,240 shares 1,240 $170K 0.03% +131 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 649 shares 649 $169K 0.03% new 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: 27,490 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares; 2026Q2: 2,092 shares 2,092 $169K 0.03% +1,720 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,011 shares; 2024Q4: 117 shares; 2025Q1: 188 shares; 2025Q2: 178 shares; 2025Q3: 261 shares; 2025Q4: 292 shares; 2026Q1: 484 shares; 2026Q2: 538 shares 538 $168K 0.03% +54 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,274 shares; 2026Q1: 8,862 shares; 2026Q2: 7,275 shares 7,275 $168K 0.03% -1,587 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 527 shares; 2026Q2: 445 shares 445 $167K 0.03% -82 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: 19,467 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,489 shares; 2025Q4: 1,630 shares; 2026Q1: 1,711 shares; 2026Q2: 1,711 shares 1,711 $165K 0.03% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 468 shares 468 $164K 0.03% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 209 shares; 2025Q2: 282 shares; 2025Q3: 293 shares; 2025Q4: 341 shares; 2026Q1: 567 shares; 2026Q2: 794 shares 794 $164K 0.03% +227 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,247 shares; 2024Q4: 241 shares; 2025Q1: 421 shares; 2025Q2: 429 shares; 2025Q3: 535 shares; 2025Q4: 570 shares; 2026Q1: 888 shares; 2026Q2: 965 shares 965 $163K 0.03% +77 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 984 shares; 2025Q3: 1,206 shares; 2025Q4: 986 shares; 2026Q1: 1,085 shares; 2026Q2: 1,028 shares 1,028 $163K 0.03% -57 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 414 shares; 2025Q3: 425 shares; 2025Q4: 406 shares; 2026Q1: 463 shares; 2026Q2: 449 shares 449 $163K 0.03% -14 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120 shares; 2026Q1: not reported; 2026Q2: 1,120 shares 1,120 $162K 0.03% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: 174 shares; 2025Q4: 183 shares; 2026Q1: 230 shares; 2026Q2: 307 shares 307 $162K 0.03% +77 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,547 shares; 2026Q1: 9,912 shares; 2026Q2: 11,575 shares 11,575 $160K 0.03% +1,663 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 reported; 2024Q4: not reported; 2025Q1: 488 shares; 2025Q2: 832 shares; 2025Q3: 979 shares; 2025Q4: 1,163 shares; 2026Q1: 1,648 shares; 2026Q2: 1,842 shares 1,842 $159K 0.03% +194 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124 shares; 2026Q2: 185 shares 185 $159K 0.03% +61 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264 shares; 2025Q3: not reported; 2025Q4: 303 shares; 2026Q1: 390 shares; 2026Q2: 409 shares 409 $158K 0.03% +19 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,214 shares; 2025Q1: 2,579 shares; 2025Q2: 2,654 shares; 2025Q3: 2,739 shares; 2025Q4: 2,817 shares; 2026Q1: 3,131 shares; 2026Q2: 2,923 shares 2,923 $155K 0.03% -208 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,255 shares; 2024Q4: 6,804 shares; 2025Q1: 7,736 shares; 2025Q2: 6,491 shares; 2025Q3: 2,401 shares; 2025Q4: 2,641 shares; 2026Q1: 3,092 shares; 2026Q2: 3,329 shares 3,329 $155K 0.03% +237 Timeline JVAL 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 reported; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 17 shares; 2026Q1: 417 shares; 2026Q2: 2,621 shares 2,621 $154K 0.03% +2,204 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107 shares; 2024Q4: 33 shares; 2025Q1: 39 shares; 2025Q2: 38 shares; 2025Q3: 40 shares; 2025Q4: 39 shares; 2026Q1: 43 shares; 2026Q2: 48 shares 48 $153K 0.03% +5 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,917 shares; 2025Q2: 2,606 shares; 2025Q3: 2,668 shares; 2025Q4: not reported; 2026Q1: 2,467 shares; 2026Q2: 2,137 shares 2,137 $151K 0.03% -330 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: 15,350 shares; 2024Q4: 280 shares; 2025Q1: 382 shares; 2025Q2: 349 shares; 2025Q3: 481 shares; 2025Q4: 453 shares; 2026Q1: 534 shares; 2026Q2: 532 shares 532 $150K 0.03% -2 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,730 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119 shares; 2026Q1: 1,510 shares; 2026Q2: 2,132 shares 2,132 $149K 0.03% +622 Timeline GDX 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: 6,030 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,955 shares; 2025Q4: 1,955 shares; 2026Q1: 1,955 shares; 2026Q2: 1,955 shares 1,955 $148K 0.03% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,456 shares; 2024Q4: 1,052 shares; 2025Q1: 1,148 shares; 2025Q2: 1,140 shares; 2025Q3: 1,210 shares; 2025Q4: 1,253 shares; 2026Q1: 1,515 shares; 2026Q2: 1,521 shares 1,521 $147K 0.03% +6 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: 739 shares; 2024Q4: 147 shares; 2025Q1: 207 shares; 2025Q2: 247 shares; 2025Q3: 279 shares; 2025Q4: 300 shares; 2026Q1: 319 shares; 2026Q2: 376 shares 376 $147K 0.03% +57 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,664 shares; 2026Q2: 1,914 shares 1,914 $146K 0.03% +250 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,756 shares 1,756 $145K 0.03% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 575 shares 575 $144K 0.03% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 883 shares 883 $143K 0.03% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,163 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,929 shares; 2026Q1: 1,152 shares; 2026Q2: 2,814 shares 2,814 $142K 0.03% +1,662 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: 5,879 shares; 2024Q4: 885 shares; 2025Q1: 1,050 shares; 2025Q2: 1,024 shares; 2025Q3: 1,064 shares; 2025Q4: 1,189 shares; 2026Q1: 1,155 shares; 2026Q2: 1,233 shares 1,233 $142K 0.03% +78 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,731 shares; 2024Q4: 1,596 shares; 2025Q1: 1,543 shares; 2025Q2: 468 shares; 2025Q3: 563 shares; 2025Q4: 582 shares; 2026Q1: 930 shares; 2026Q2: 1,170 shares 1,170 $142K 0.03% +240 Timeline DFVX 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: 11,591 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 418 shares; 2026Q1: 525 shares; 2026Q2: 1,693 shares 1,693 $139K 0.03% +1,168 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,075 shares; 2026Q1: 5,329 shares; 2026Q2: 5,217 shares 5,217 $139K 0.03% -112 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,851 shares; 2024Q4: 10 shares; 2025Q1: 175 shares; 2025Q2: 252 shares; 2025Q3: 299 shares; 2025Q4: 442 shares; 2026Q1: 675 shares; 2026Q2: 1,164 shares 1,164 $138K 0.03% +489 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,247 shares; 2026Q2: 1,272 shares 1,272 $138K 0.03% +25 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,541 shares; 2024Q4: 156 shares; 2025Q1: 299 shares; 2025Q2: 376 shares; 2025Q3: 712 shares; 2025Q4: 718 shares; 2026Q1: 834 shares; 2026Q2: 970 shares 970 $136K 0.03% +136 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,363 shares; 2024Q4: 973 shares; 2025Q1: 1,142 shares; 2025Q2: 1,210 shares; 2025Q3: 1,322 shares; 2025Q4: 1,469 shares; 2026Q1: 1,714 shares; 2026Q2: 1,622 shares 1,622 $136K 0.03% -92 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: 5,743 shares; 2024Q4: 2,901 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,617 shares; 2025Q4: 1,996 shares; 2026Q1: 1,838 shares; 2026Q2: 1,752 shares 1,752 $135K 0.03% -86 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 774 shares 774 $135K 0.03% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,666 shares; 2024Q4: 209 shares; 2025Q1: 393 shares; 2025Q2: 343 shares; 2025Q3: 409 shares; 2025Q4: 434 shares; 2026Q1: 477 shares; 2026Q2: 510 shares 510 $133K 0.03% +33 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 611 shares 611 $132K 0.03% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 443 shares; 2026Q2: 483 shares 483 $131K 0.03% +40 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,848 shares; 2024Q4: 1,035 shares; 2025Q1: 2,126 shares; 2025Q2: 2,446 shares; 2025Q3: 1,180 shares; 2025Q4: 1,518 shares; 2026Q1: 1,277 shares; 2026Q2: 2,731 shares 2,731 $131K 0.03% +1,454 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,804 shares; 2024Q4: 303 shares; 2025Q1: 319 shares; 2025Q2: 369 shares; 2025Q3: 477 shares; 2025Q4: 684 shares; 2026Q1: 953 shares; 2026Q2: 978 shares 978 $130K 0.03% +25 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,082 shares; 2024Q4: 10 shares; 2025Q1: 26 shares; 2025Q2: 54 shares; 2025Q3: 69 shares; 2025Q4: 96 shares; 2026Q1: 320 shares; 2026Q2: 287 shares 287 $130K 0.03% -33 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: 22,895 shares; 2024Q4: 291 shares; 2025Q1: 290 shares; 2025Q2: 354 shares; 2025Q3: 408 shares; 2025Q4: 429 shares; 2026Q1: 400 shares; 2026Q2: 547 shares 547 $129K 0.03% +147 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465 shares; 2025Q3: 482 shares; 2025Q4: 486 shares; 2026Q1: 498 shares; 2026Q2: 578 shares 578 $129K 0.03% +80 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,171 shares; 2024Q4: 200 shares; 2025Q1: 425 shares; 2025Q2: 409 shares; 2025Q3: 541 shares; 2025Q4: 511 shares; 2026Q1: 912 shares; 2026Q2: 1,196 shares 1,196 $129K 0.03% +284 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: 13,029 shares; 2024Q4: 653 shares; 2025Q1: 553 shares; 2025Q2: 721 shares; 2025Q3: 689 shares; 2025Q4: 640 shares; 2026Q1: 866 shares; 2026Q2: 1,094 shares 1,094 $128K 0.03% +228 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 823 shares; 2026Q1: 819 shares; 2026Q2: 778 shares 778 $128K 0.03% -41 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: 105,083 shares; 2024Q4: 670 shares; 2025Q1: 731 shares; 2025Q2: 980 shares; 2025Q3: 1,223 shares; 2025Q4: 1,480 shares; 2026Q1: 1,746 shares; 2026Q2: 3,069 shares 3,069 $127K 0.03% +1,323 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,073 shares; 2024Q4: 893 shares; 2025Q1: not reported; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,426 shares; 2026Q1: 1,637 shares; 2026Q2: 1,770 shares 1,770 $127K 0.03% +133 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 502 shares 502 $126K 0.03% new 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: 27,903 shares; 2024Q4: 1,097 shares; 2025Q1: 1,203 shares; 2025Q2: 410 shares; 2025Q3: 269 shares; 2025Q4: 353 shares; 2026Q1: 794 shares; 2026Q2: 965 shares 965 $126K 0.03% +171 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,348 shares; 2024Q4: 185 shares; 2025Q1: 305 shares; 2025Q2: 363 shares; 2025Q3: 351 shares; 2025Q4: 401 shares; 2026Q1: 916 shares; 2026Q2: 1,135 shares 1,135 $126K 0.03% +219 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,563 shares 10,563 $124K 0.03% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 435 shares; 2025Q1: 1,257 shares; 2025Q2: 1,498 shares; 2025Q3: 1,839 shares; 2025Q4: 1,915 shares; 2026Q1: 2,024 shares; 2026Q2: 1,287 shares 1,287 $124K 0.02% -737 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: 27,141 shares; 2024Q4: 332 shares; 2025Q1: 470 shares; 2025Q2: 483 shares; 2025Q3: 574 shares; 2025Q4: 641 shares; 2026Q1: 1,428 shares; 2026Q2: 1,517 shares 1,517 $123K 0.02% +89 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 481 shares; 2025Q2: 902 shares; 2025Q3: 1,362 shares; 2025Q4: 1,511 shares; 2026Q1: 1,079 shares; 2026Q2: 1,226 shares 1,226 $123K 0.02% +147 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,190 shares; 2024Q4: 94 shares; 2025Q1: 512 shares; 2025Q2: 451 shares; 2025Q3: 678 shares; 2025Q4: 738 shares; 2026Q1: 828 shares; 2026Q2: 716 shares 716 $121K 0.02% -112 Timeline LDRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,790 shares 4,790 $120K 0.02% new 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: 24,413 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 395 shares; 2026Q1: 391 shares; 2026Q2: 393 shares 393 $118K 0.02% +2 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: 2,572 shares; 2024Q4: 318 shares; 2025Q1: not reported; 2025Q2: 541 shares; 2025Q3: 614 shares; 2025Q4: 821 shares; 2026Q1: 1,105 shares; 2026Q2: 1,451 shares 1,451 $118K 0.02% +346 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,450 shares; 2024Q4: 362 shares; 2025Q1: 1,700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,192 shares; 2026Q2: 2,175 shares 2,175 $117K 0.02% -17 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,109 shares; 2026Q1: not reported; 2026Q2: 2,354 shares 2,354 $117K 0.02% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,105 shares; 2026Q1: 1,814 shares; 2026Q2: 1,934 shares 1,934 $116K 0.02% +120 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: 10,581 shares; 2024Q4: 1,610 shares; 2025Q1: 1,494 shares; 2025Q2: 1,509 shares; 2025Q3: 4,367 shares; 2025Q4: 4,901 shares; 2026Q1: 4,726 shares; 2026Q2: 2,276 shares 2,276 $115K 0.02% -2,450 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,509 shares; 2024Q4: 689 shares; 2025Q1: 682 shares; 2025Q2: 674 shares; 2025Q3: 690 shares; 2025Q4: 101 shares; 2026Q1: 259 shares; 2026Q2: 374 shares 374 $113K 0.02% +115 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241 shares; 2026Q1: 244 shares; 2026Q2: 993 shares 993 $112K 0.02% +749 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 523 shares; 2025Q3: 500 shares; 2025Q4: 526 shares; 2026Q1: 693 shares; 2026Q2: 1,536 shares 1,536 $111K 0.02% +843 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,679 shares; 2024Q4: 1,399 shares; 2025Q1: 3,717 shares; 2025Q2: 4,694 shares; 2025Q3: 5,470 shares; 2025Q4: 5,818 shares; 2026Q1: 7,842 shares; 2026Q2: 7,992 shares 7,992 $111K 0.02% +150 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 429 shares; 2025Q2: 2,964 shares; 2025Q3: 587 shares; 2025Q4: 483 shares; 2026Q1: 3,222 shares; 2026Q2: 8,189 shares 8,189 $110K 0.02% +4,967 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,073 shares; 2024Q4: 16 shares; 2025Q1: 35 shares; 2025Q2: 215 shares; 2025Q3: 223 shares; 2025Q4: 224 shares; 2026Q1: 217 shares; 2026Q2: 207 shares 207 $110K 0.02% -10 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238 shares; 2025Q3: 269 shares; 2025Q4: 277 shares; 2026Q1: 541 shares; 2026Q2: 715 shares 715 $109K 0.02% +174 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 134 shares; 2026Q2: 142 shares 142 $108K 0.02% +8 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: 5,820 shares; 2024Q4: 72 shares; 2025Q1: 86 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 343 shares; 2026Q1: 355 shares; 2026Q2: 551 shares 551 $106K 0.02% +196 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,646 shares; 2024Q4: 520 shares; 2025Q1: 729 shares; 2025Q2: 993 shares; 2025Q3: 1,267 shares; 2025Q4: 1,896 shares; 2026Q1: 1,950 shares; 2026Q2: 1,541 shares 1,541 $105K 0.02% -409 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 674 shares; 2026Q1: 696 shares; 2026Q2: 863 shares 863 $105K 0.02% +167 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,537 shares; 2026Q1: 1,691 shares; 2026Q2: 2,214 shares 2,214 $103K 0.02% +523 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,831 shares; 2024Q4: 875 shares; 2025Q1: 912 shares; 2025Q2: 909 shares; 2025Q3: 843 shares; 2025Q4: 787 shares; 2026Q1: 629 shares; 2026Q2: 502 shares 502 $103K 0.02% -127 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,383 shares; 2024Q4: 3,755 shares; 2025Q1: 3,737 shares; 2025Q2: 1,792 shares; 2025Q3: 2,017 shares; 2025Q4: 2,791 shares; 2026Q1: 2,876 shares; 2026Q2: 3,011 shares 3,011 $102K 0.02% +135 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 94 shares; 2025Q3: 114 shares; 2025Q4: 124 shares; 2026Q1: 249 shares; 2026Q2: 254 shares 254 $102K 0.02% +5 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,796 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 2,400 shares; 2026Q2: 1,800 shares 1,800 $101K 0.02% -600 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 301 shares 301 $101K 0.02% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,959 shares; 2024Q4: 3,363 shares; 2025Q1: 3,531 shares; 2025Q2: 3,787 shares; 2025Q3: 2,679 shares; 2025Q4: 2,072 shares; 2026Q1: 2,321 shares; 2026Q2: 798 shares 798 $99.3K 0.02% -1,523 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,535 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,450 shares; 2026Q2: 3,516 shares 3,516 $99.1K 0.02% -934 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,995 shares; 2024Q4: 162 shares; 2025Q1: 1,014 shares; 2025Q2: 1,176 shares; 2025Q3: 2,735 shares; 2025Q4: 1,771 shares; 2026Q1: 1,725 shares; 2026Q2: 1,887 shares 1,887 $98.9K 0.02% +162 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,621 shares; 2024Q4: 577 shares; 2025Q1: 688 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 2,305 shares; 2026Q1: 1,427 shares; 2026Q2: 1,438 shares 1,438 $98.4K 0.02% +11 Timeline