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: 1,103,130 shares; 2024Q4: 1,095,206 shares; 2025Q1: 989,920 shares; 2025Q2: 758,262 shares; 2025Q3: 804,206 shares; 2025Q4: 824,478 shares; 2026Q1: 1,110,238 shares; 2026Q2: 1,490,244 shares 1,490,244 $131M 8.71% +380,006 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,956,920 shares; 2024Q4: 1,983,306 shares; 2025Q1: 1,993,115 shares; 2025Q2: 2,044,052 shares; 2025Q3: 2,071,644 shares; 2025Q4: 2,069,431 shares; 2026Q1: 2,034,543 shares; 2026Q2: 2,031,377 shares 2,031,377 $118M 7.88% -3,166 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: 117,078 shares; 2024Q4: 115,436 shares; 2025Q1: 114,739 shares; 2025Q2: 107,506 shares; 2025Q3: 106,242 shares; 2025Q4: 105,736 shares; 2026Q1: 107,438 shares; 2026Q2: 652,189 shares 652,189 $55.8M 3.72% +544,751 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,499 shares; 2024Q4: 142,180 shares; 2025Q1: 154,323 shares; 2025Q2: 155,290 shares; 2025Q3: 158,631 shares; 2025Q4: 185,358 shares; 2026Q1: 178,071 shares; 2026Q2: 166,111 shares 166,111 $41M 2.73% -11,960 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: 595,768 shares; 2024Q4: 568,743 shares; 2025Q1: 591,439 shares; 2025Q2: 595,696 shares; 2025Q3: 687,450 shares; 2025Q4: 693,628 shares; 2026Q1: 589,815 shares; 2026Q2: 533,175 shares 533,175 $35.8M 2.39% -56,640 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: 79,436 shares; 2024Q4: 42,562 shares; 2025Q1: 44,236 shares; 2025Q2: 46,191 shares; 2025Q3: 47,282 shares; 2025Q4: 49,368 shares; 2026Q1: 42,482 shares; 2026Q2: 42,125 shares 42,125 $31.5M 2.1% -357 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,956 shares; 2024Q4: 257,279 shares; 2025Q1: 270,839 shares; 2025Q2: 273,060 shares; 2025Q3: 285,143 shares; 2025Q4: 293,268 shares; 2026Q1: 330,567 shares; 2026Q2: 414,301 shares 414,301 $29.3M 1.96% +83,734 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: 578,988 shares; 2024Q4: 553,361 shares; 2025Q1: 536,170 shares; 2025Q2: 544,266 shares; 2025Q3: 551,549 shares; 2025Q4: 588,905 shares; 2026Q1: 647,521 shares; 2026Q2: 646,249 shares 646,249 $28.6M 1.91% -1,272 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,228 shares; 2024Q4: 318,608 shares; 2025Q1: 320,078 shares; 2025Q2: 316,136 shares; 2025Q3: 309,826 shares; 2025Q4: 311,785 shares; 2026Q1: 306,505 shares; 2026Q2: 362,191 shares 362,191 $27.6M 1.84% +55,686 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: 631,638 shares; 2026Q2: 644,329 shares 644,329 $23.1M 1.54% +12,691 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: 437,450 shares; 2024Q4: 447,790 shares; 2025Q1: 450,022 shares; 2025Q2: 458,811 shares; 2025Q3: 463,713 shares; 2025Q4: 502,032 shares; 2026Q1: 528,522 shares; 2026Q2: 544,478 shares 544,478 $23M 1.53% +15,956 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: 200,652 shares; 2024Q4: 188,368 shares; 2025Q1: 195,712 shares; 2025Q2: 180,019 shares; 2025Q3: 169,656 shares; 2025Q4: 172,520 shares; 2026Q1: 167,625 shares; 2026Q2: 163,210 shares 163,210 $22.1M 1.47% -4,415 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: 639,894 shares; 2024Q4: 511,423 shares; 2025Q1: 501,882 shares; 2025Q2: 417,669 shares; 2025Q3: 376,341 shares; 2025Q4: 370,207 shares; 2026Q1: 370,137 shares; 2026Q2: 480,540 shares 480,540 $22.1M 1.47% +110,403 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 96,213 shares; 2025Q1: 95,018 shares; 2025Q2: 97,978 shares; 2025Q3: 217,385 shares; 2025Q4: 197,630 shares; 2026Q1: 215,020 shares; 2026Q2: 216,009 shares 216,009 $21.7M 1.45% +989 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,952 shares; 2024Q4: 58,088 shares; 2025Q1: 59,287 shares; 2025Q2: 58,350 shares; 2025Q3: 59,889 shares; 2025Q4: 65,003 shares; 2026Q1: 66,257 shares; 2026Q2: 65,892 shares 65,892 $20.3M 1.36% -365 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 482,685 shares; 2024Q4: 483,173 shares; 2025Q1: 466,036 shares; 2025Q2: 458,932 shares; 2025Q3: 434,462 shares; 2025Q4: 427,604 shares; 2026Q1: 367,348 shares; 2026Q2: 360,811 shares 360,811 $19.8M 1.32% -6,537 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: 139,044 shares; 2024Q4: 141,716 shares; 2025Q1: 85,541 shares; 2025Q2: 77,628 shares; 2025Q3: 73,422 shares; 2025Q4: 67,302 shares; 2026Q1: 799,766 shares; 2026Q2: 819,652 shares 819,652 $18.6M 1.24% +19,886 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: 368,076 shares; 2024Q4: 190,091 shares; 2025Q1: 177,307 shares; 2025Q2: 179,440 shares; 2025Q3: 186,352 shares; 2025Q4: 187,507 shares; 2026Q1: 186,205 shares; 2026Q2: 185,207 shares 185,207 $17.4M 1.16% -998 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 433,454 shares; 2024Q4: 432,390 shares; 2025Q1: 423,699 shares; 2025Q2: 427,571 shares; 2025Q3: 416,308 shares; 2025Q4: 431,417 shares; 2026Q1: 434,590 shares; 2026Q2: 432,486 shares 432,486 $16.8M 1.12% -2,104 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: 216,193 shares; 2025Q3: 435,621 shares; 2025Q4: 476,279 shares; 2026Q1: 475,072 shares; 2026Q2: 353,805 shares 353,805 $16.6M 1.11% -121,267 Timeline BRTR 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: 200,143 shares; 2024Q4: 239,787 shares; 2025Q1: 292,941 shares; 2025Q2: 301,525 shares; 2025Q3: 274,155 shares; 2025Q4: 280,406 shares; 2026Q1: 291,738 shares; 2026Q2: 325,235 shares 325,235 $16.3M 1.09% +33,497 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: 48,794 shares; 2024Q4: 50,757 shares; 2025Q1: 51,320 shares; 2025Q2: 57,670 shares; 2025Q3: 72,091 shares; 2025Q4: 89,293 shares; 2026Q1: 191,067 shares; 2026Q2: 257,190 shares 257,190 $15.1M 1.01% +66,123 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: 515,750 shares 515,750 $14.5M 0.97% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,375 shares; 2024Q4: 137,485 shares; 2025Q1: 141,163 shares; 2025Q2: 142,888 shares; 2025Q3: 145,040 shares; 2025Q4: 154,199 shares; 2026Q1: 183,279 shares; 2026Q2: 231,939 shares 231,939 $13.7M 0.91% +48,660 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: 66,916 shares; 2024Q4: 68,067 shares; 2025Q1: 75,620 shares; 2025Q2: 72,350 shares; 2025Q3: 73,750 shares; 2025Q4: 75,019 shares; 2026Q1: 132,902 shares; 2026Q2: 186,946 shares 186,946 $13.7M 0.91% +54,044 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 151,255 shares; 2026Q2: 181,150 shares 181,150 $13.6M 0.91% +29,895 Timeline SPTL 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: 345,936 shares; 2024Q4: 321,439 shares; 2025Q1: 588,023 shares; 2025Q2: 828,841 shares; 2025Q3: 906,354 shares; 2025Q4: 807,954 shares; 2026Q1: 785,454 shares; 2026Q2: 521,233 shares 521,233 $13.5M 0.9% -264,221 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 83,355 shares; 2025Q1: 81,164 shares; 2025Q2: 80,634 shares; 2025Q3: 78,176 shares; 2025Q4: 129,902 shares; 2026Q1: 130,158 shares; 2026Q2: 89,281 shares 89,281 $13.5M 0.9% -40,877 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: 122,115 shares; 2024Q4: 133,944 shares; 2025Q1: 136,867 shares; 2025Q2: 137,683 shares; 2025Q3: 138,253 shares; 2025Q4: 144,134 shares; 2026Q1: 115,800 shares; 2026Q2: 110,515 shares 110,515 $12.9M 0.86% -5,285 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: 331,774 shares; 2024Q4: 700,711 shares; 2025Q1: 708,243 shares; 2025Q2: 681,165 shares; 2025Q3: 689,271 shares; 2025Q4: 633,702 shares; 2026Q1: 599,748 shares; 2026Q2: 539,041 shares 539,041 $12.4M 0.83% -60,707 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,274 shares; 2024Q4: 218,214 shares; 2025Q1: 206,383 shares; 2025Q2: 211,779 shares; 2025Q3: 206,253 shares; 2025Q4: 236,806 shares; 2026Q1: 247,549 shares; 2026Q2: 240,488 shares 240,488 $11.8M 0.79% -7,061 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,438 shares; 2024Q4: 101,607 shares; 2025Q1: 101,758 shares; 2025Q2: 108,430 shares; 2025Q3: 107,822 shares; 2025Q4: 127,053 shares; 2026Q1: 140,519 shares; 2026Q2: 143,910 shares 143,910 $11.7M 0.78% +3,391 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: 141,067 shares; 2024Q4: 141,031 shares; 2025Q1: 143,037 shares; 2025Q2: 153,184 shares; 2025Q3: 164,808 shares; 2025Q4: 197,751 shares; 2026Q1: 273,628 shares; 2026Q2: 280,164 shares 280,164 $11.6M 0.78% +6,536 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,613 shares; 2025Q4: 107,476 shares; 2026Q1: 179,757 shares; 2026Q2: 174,549 shares 174,549 $11.2M 0.74% -5,208 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,218 shares; 2024Q4: 116,115 shares; 2025Q1: 118,442 shares; 2025Q2: 99,274 shares; 2025Q3: 100,284 shares; 2025Q4: 99,608 shares; 2026Q1: 94,463 shares; 2026Q2: 189,724 shares 189,724 $10.9M 0.73% +95,261 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: 62,963 shares; 2025Q2: 371,923 shares; 2025Q3: 383,437 shares; 2025Q4: 386,702 shares; 2026Q1: 390,981 shares; 2026Q2: 240,273 shares 240,273 $10.2M 0.68% -150,708 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: 43,335 shares; 2024Q4: 45,232 shares; 2025Q1: 45,282 shares; 2025Q2: 46,981 shares; 2025Q3: 48,614 shares; 2025Q4: 47,544 shares; 2026Q1: 49,451 shares; 2026Q2: 50,591 shares 50,591 $9.86M 0.66% +1,140 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: 29,985 shares; 2024Q4: 29,219 shares; 2025Q1: 28,876 shares; 2025Q2: 27,848 shares; 2025Q3: 28,000 shares; 2025Q4: 26,998 shares; 2026Q1: 26,973 shares; 2026Q2: 27,325 shares 27,325 $9.85M 0.66% +352 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,519 shares; 2025Q3: 150,395 shares; 2025Q4: 122,258 shares; 2026Q1: 204,470 shares; 2026Q2: 198,349 shares 198,349 $9.57M 0.64% -6,121 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,971 shares; 2024Q4: 120,600 shares; 2025Q1: 120,088 shares; 2025Q2: 118,612 shares; 2025Q3: 115,377 shares; 2025Q4: 110,319 shares; 2026Q1: 110,233 shares; 2026Q2: 109,236 shares 109,236 $8.98M 0.6% -997 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: 116,197 shares; 2024Q4: 118,820 shares; 2025Q1: 174,308 shares; 2025Q2: 320,329 shares; 2025Q3: 308,589 shares; 2025Q4: 317,599 shares; 2026Q1: 134,910 shares; 2026Q2: 109,873 shares 109,873 $8.77M 0.58% -25,037 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: 72,910 shares; 2024Q4: 85,494 shares; 2025Q1: 88,495 shares; 2025Q2: 95,559 shares; 2025Q3: 102,593 shares; 2025Q4: 110,872 shares; 2026Q1: 92,816 shares; 2026Q2: 87,256 shares 87,256 $8.6M 0.57% -5,560 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: 57,942 shares; 2024Q4: 57,158 shares; 2025Q1: 52,679 shares; 2025Q2: 50,760 shares; 2025Q3: 50,055 shares; 2025Q4: 49,808 shares; 2026Q1: 48,638 shares; 2026Q2: 48,723 shares 48,723 $7.96M 0.53% +85 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: 30,091 shares; 2024Q4: 30,704 shares; 2025Q1: 35,898 shares; 2025Q2: 31,781 shares; 2025Q3: 33,373 shares; 2025Q4: 28,937 shares; 2026Q1: 29,187 shares; 2026Q2: 29,062 shares 29,062 $7.64M 0.51% -125 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: 156,264 shares; 2024Q4: 158,746 shares; 2025Q1: 141,527 shares; 2025Q2: 140,038 shares; 2025Q3: 141,434 shares; 2025Q4: 150,686 shares; 2026Q1: 155,057 shares; 2026Q2: 158,867 shares 158,867 $7.59M 0.51% +3,810 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: 103,027 shares; 2024Q4: 98,408 shares; 2025Q1: 98,847 shares; 2025Q2: 92,053 shares; 2025Q3: 37,093 shares; 2025Q4: 34,477 shares; 2026Q1: 33,097 shares; 2026Q2: 30,884 shares 30,884 $7.52M 0.5% -2,213 Timeline NANR 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: 103,984 shares; 2024Q4: 103,531 shares; 2025Q1: 99,110 shares; 2025Q2: 98,968 shares; 2025Q3: 97,871 shares; 2025Q4: 97,792 shares; 2026Q1: 95,205 shares; 2026Q2: 94,701 shares 94,701 $7.2M 0.48% -504 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: 109,394 shares; 2024Q4: 58,630 shares; 2025Q1: 58,232 shares; 2025Q2: 58,189 shares; 2025Q3: 58,982 shares; 2025Q4: 59,502 shares; 2026Q1: 48,815 shares; 2026Q2: 47,896 shares 47,896 $7.02M 0.47% -919 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,503 shares; 2024Q4: 70,178 shares; 2025Q1: 61,746 shares; 2025Q2: 67,263 shares; 2025Q3: 71,574 shares; 2025Q4: 72,820 shares; 2026Q1: 67,002 shares; 2026Q2: 67,295 shares 67,295 $6.55M 0.44% +293 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: 24,641 shares; 2024Q4: 24,887 shares; 2025Q1: 24,641 shares; 2025Q2: 24,113 shares; 2025Q3: 24,429 shares; 2025Q4: 24,634 shares; 2026Q1: 24,536 shares; 2026Q2: 24,175 shares 24,175 $6.31M 0.42% -361 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,333 shares; 2024Q4: 59,413 shares; 2025Q1: 132,963 shares; 2025Q2: 192,192 shares; 2025Q3: 243,203 shares; 2025Q4: 323,738 shares; 2026Q1: 261,546 shares; 2026Q2: 194,623 shares 194,623 $6.26M 0.42% -66,923 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: 10,548 shares; 2024Q4: 10,406 shares; 2025Q1: 22,618 shares; 2025Q2: 27,547 shares; 2025Q3: 45,391 shares; 2025Q4: 47,445 shares; 2026Q1: 16,628 shares; 2026Q2: 16,910 shares 16,910 $6.19M 0.41% +282 Timeline BIDD 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: 219,476 shares; 2025Q1: 272,501 shares; 2025Q2: 260,290 shares; 2025Q3: 276,101 shares; 2025Q4: 263,892 shares; 2026Q1: 256,023 shares; 2026Q2: 207,490 shares 207,490 $6.16M 0.41% -48,533 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: 15,988 shares; 2024Q4: 15,814 shares; 2025Q1: 15,688 shares; 2025Q2: 15,959 shares; 2025Q3: 16,474 shares; 2025Q4: 17,529 shares; 2026Q1: 18,399 shares; 2026Q2: 18,389 shares 18,389 $6.15M 0.41% -10 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: 396,162 shares; 2024Q4: 221,063 shares; 2025Q1: 154,241 shares; 2025Q2: 139,909 shares; 2025Q3: 72,258 shares; 2025Q4: 62,382 shares; 2026Q1: 53,184 shares; 2026Q2: 49,733 shares 49,733 $6.15M 0.41% -3,451 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,927 shares; 2024Q4: 83,138 shares; 2025Q1: 82,705 shares; 2025Q2: 86,059 shares; 2025Q3: 86,336 shares; 2025Q4: 140,745 shares; 2026Q1: 126,507 shares; 2026Q2: 123,207 shares 123,207 $6.14M 0.41% -3,300 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: 155,958 shares; 2024Q4: 153,400 shares; 2025Q1: 173,302 shares; 2025Q2: 175,639 shares; 2025Q3: 151,120 shares; 2025Q4: 95,993 shares; 2026Q1: 88,289 shares; 2026Q2: 28,058 shares 28,058 $6.13M 0.41% -60,231 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: 4,196 shares; 2024Q4: 4,237 shares; 2025Q1: 4,288 shares; 2025Q2: 4,526 shares; 2025Q3: 4,393 shares; 2025Q4: 4,872 shares; 2026Q1: 4,741 shares; 2026Q2: 4,838 shares 4,838 $5.87M 0.39% +97 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,181 shares; 2024Q4: 38,912 shares; 2025Q1: 40,238 shares; 2025Q2: 39,728 shares; 2025Q3: 42,591 shares; 2025Q4: 42,769 shares; 2026Q1: 42,322 shares; 2026Q2: 42,224 shares 42,224 $5.79M 0.39% -98 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: 13,954 shares; 2024Q4: 14,044 shares; 2025Q1: 14,115 shares; 2025Q2: 14,455 shares; 2025Q3: 15,207 shares; 2025Q4: 15,256 shares; 2026Q1: 13,936 shares; 2026Q2: 14,685 shares 14,685 $5.73M 0.38% +749 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: 49,597 shares; 2024Q4: 50,286 shares; 2025Q1: 49,580 shares; 2025Q2: 49,147 shares; 2025Q3: 49,469 shares; 2025Q4: 49,887 shares; 2026Q1: 50,288 shares; 2026Q2: 50,589 shares 50,589 $5.66M 0.38% +301 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: 29,822 shares; 2024Q4: 30,486 shares; 2025Q1: 35,463 shares; 2025Q2: 34,858 shares; 2025Q3: 34,614 shares; 2025Q4: 34,759 shares; 2026Q1: 34,610 shares; 2026Q2: 34,408 shares 34,408 $5.63M 0.38% -202 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,861 shares; 2024Q4: 17,504 shares; 2025Q1: 17,467 shares; 2025Q2: 21,534 shares; 2025Q3: 24,258 shares; 2025Q4: 26,358 shares; 2026Q1: 60,547 shares; 2026Q2: 98,000 shares 98,000 $5.58M 0.37% +37,453 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,091 shares; 2025Q4: 92,335 shares; 2026Q1: 103,313 shares; 2026Q2: 58,386 shares 58,386 $5.4M 0.36% -44,927 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,522 shares; 2024Q4: 49,167 shares; 2025Q1: 48,612 shares; 2025Q2: 54,330 shares; 2025Q3: 54,303 shares; 2025Q4: 53,635 shares; 2026Q1: 52,087 shares; 2026Q2: 51,149 shares 51,149 $5.34M 0.36% -938 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: 28,667 shares; 2024Q4: 27,178 shares; 2025Q1: 33,567 shares; 2025Q2: 34,973 shares; 2025Q3: 34,238 shares; 2025Q4: 41,308 shares; 2026Q1: 34,708 shares; 2026Q2: 22,793 shares 22,793 $5.25M 0.35% -11,915 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: 3,971 shares; 2024Q4: 3,931 shares; 2025Q1: 3,803 shares; 2025Q2: 3,715 shares; 2025Q3: 3,694 shares; 2025Q4: 3,692 shares; 2026Q1: 3,662 shares; 2026Q2: 3,615 shares 3,615 $4.85M 0.32% -47 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,298 shares; 2024Q4: 35,150 shares; 2025Q1: 33,424 shares; 2025Q2: 33,424 shares; 2025Q3: 33,424 shares; 2025Q4: 33,398 shares; 2026Q1: 32,925 shares; 2026Q2: 32,465 shares 32,465 $4.76M 0.32% -460 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,930 shares; 2024Q4: 4,496 shares; 2025Q1: 4,572 shares; 2025Q2: 5,277 shares; 2025Q3: 5,323 shares; 2025Q4: 11,800 shares; 2026Q1: 12,296 shares; 2026Q2: 12,307 shares 12,307 $4.54M 0.3% +11 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,321 shares; 2024Q4: 34,767 shares; 2025Q1: 34,835 shares; 2025Q2: 55,522 shares; 2025Q3: 56,719 shares; 2025Q4: 37,612 shares; 2026Q1: 29,899 shares; 2026Q2: 42,646 shares 42,646 $4.32M 0.29% +12,747 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: 27,831 shares; 2024Q4: 29,263 shares; 2025Q1: 28,100 shares; 2025Q2: 27,747 shares; 2025Q3: 27,972 shares; 2025Q4: 28,864 shares; 2026Q1: 28,611 shares; 2026Q2: 28,198 shares 28,198 $4.27M 0.28% -413 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68,918 shares; 2025Q1: 145,378 shares; 2025Q2: 120,334 shares; 2025Q3: 167,678 shares; 2025Q4: 160,690 shares; 2026Q1: 56,520 shares; 2026Q2: 51,434 shares 51,434 $4.19M 0.28% -5,086 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,405 shares; 2024Q4: 45,138 shares; 2025Q1: 42,045 shares; 2025Q2: 37,624 shares; 2025Q3: 37,620 shares; 2025Q4: 37,583 shares; 2026Q1: 37,045 shares; 2026Q2: 36,413 shares 36,413 $4.19M 0.28% -632 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,245 shares; 2024Q4: 11,243 shares; 2025Q1: 10,821 shares; 2025Q2: 10,817 shares; 2025Q3: 10,675 shares; 2025Q4: 10,415 shares; 2026Q1: 10,308 shares; 2026Q2: 10,202 shares 10,202 $3.95M 0.26% -106 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: 6,663 shares; 2024Q4: 6,742 shares; 2025Q1: 6,920 shares; 2025Q2: 7,167 shares; 2025Q3: 7,199 shares; 2025Q4: 7,413 shares; 2026Q1: 8,264 shares; 2026Q2: 7,762 shares 7,762 $3.94M 0.26% -502 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: 43,020 shares; 2024Q4: 45,933 shares; 2025Q1: 45,331 shares; 2025Q2: 44,962 shares; 2025Q3: 44,732 shares; 2025Q4: 46,578 shares; 2026Q1: 47,158 shares; 2026Q2: 46,772 shares 46,772 $3.94M 0.26% -386 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: 3,176 shares; 2024Q4: 3,592 shares; 2025Q1: 3,675 shares; 2025Q2: 4,154 shares; 2025Q3: 4,281 shares; 2025Q4: 5,011 shares; 2026Q1: 4,723 shares; 2026Q2: 5,667 shares 5,667 $3.88M 0.26% +944 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: 9,375 shares; 2024Q4: 9,901 shares; 2025Q1: 9,817 shares; 2025Q2: 9,688 shares; 2025Q3: 9,704 shares; 2025Q4: 9,925 shares; 2026Q1: 10,182 shares; 2026Q2: 10,517 shares 10,517 $3.79M 0.25% +335 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: 33,324 shares; 2024Q4: 38,552 shares; 2025Q1: 40,124 shares; 2025Q2: 42,236 shares; 2025Q3: 45,112 shares; 2025Q4: 48,361 shares; 2026Q1: 60,864 shares; 2026Q2: 74,372 shares 74,372 $3.75M 0.25% +13,508 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: 23,185 shares; 2024Q4: 23,169 shares; 2025Q1: 21,629 shares; 2025Q2: 21,495 shares; 2025Q3: 21,033 shares; 2025Q4: 21,075 shares; 2026Q1: 20,861 shares; 2026Q2: 20,346 shares 20,346 $3.69M 0.25% -515 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: 12,172 shares; 2024Q4: 12,687 shares; 2025Q1: 12,840 shares; 2025Q2: 12,947 shares; 2025Q3: 14,938 shares; 2025Q4: 15,183 shares; 2026Q1: 15,914 shares; 2026Q2: 14,831 shares 14,831 $3.6M 0.24% -1,083 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: 6,854 shares; 2024Q4: 6,842 shares; 2025Q1: 6,651 shares; 2025Q2: 6,748 shares; 2025Q3: 6,696 shares; 2025Q4: 6,652 shares; 2026Q1: 6,681 shares; 2026Q2: 6,556 shares 6,556 $3.57M 0.24% -125 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,648 shares 37,648 $3.54M 0.24% new 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: 31,259 shares; 2024Q4: 31,113 shares; 2025Q1: 30,026 shares; 2025Q2: 29,161 shares; 2025Q3: 29,269 shares; 2025Q4: 29,346 shares; 2026Q1: 29,217 shares; 2026Q2: 28,754 shares 28,754 $3.48M 0.23% -463 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: 8,799 shares; 2024Q4: 8,746 shares; 2025Q1: 8,943 shares; 2025Q2: 8,863 shares; 2025Q3: 9,029 shares; 2025Q4: 9,235 shares; 2026Q1: 9,373 shares; 2026Q2: 9,251 shares 9,251 $3.46M 0.23% -122 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: 21,461 shares; 2024Q4: 22,769 shares; 2025Q1: 22,605 shares; 2025Q2: 27,134 shares; 2025Q3: 23,217 shares; 2025Q4: 25,936 shares; 2026Q1: 26,480 shares; 2026Q2: 26,467 shares 26,467 $3.43M 0.23% -13 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: 10,097 shares; 2024Q4: 10,090 shares; 2025Q1: 9,758 shares; 2025Q2: 9,573 shares; 2025Q3: 9,559 shares; 2025Q4: 9,603 shares; 2026Q1: 9,595 shares; 2026Q2: 9,422 shares 9,422 $3.4M 0.23% -173 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: 237,843 shares; 2024Q4: 245,117 shares; 2025Q1: 260,943 shares; 2025Q2: 264,043 shares; 2025Q3: 245,724 shares; 2025Q4: 245,120 shares; 2026Q1: 155,123 shares; 2026Q2: 64,752 shares 64,752 $3.38M 0.23% -90,371 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: 56,249 shares; 2024Q4: 52,705 shares; 2025Q1: 34,328 shares; 2025Q2: 31,363 shares; 2025Q3: 32,227 shares; 2025Q4: 32,407 shares; 2026Q1: 31,942 shares; 2026Q2: 31,325 shares 31,325 $3.37M 0.22% -617 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,252 shares; 2024Q4: 10,445 shares; 2025Q1: 10,162 shares; 2025Q2: 10,050 shares; 2025Q3: 11,520 shares; 2025Q4: 11,895 shares; 2026Q1: 11,555 shares; 2026Q2: 11,395 shares 11,395 $3.34M 0.22% -160 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: 94,380 shares; 2024Q4: 91,027 shares; 2025Q1: 86,947 shares; 2025Q2: 84,573 shares; 2025Q3: 71,926 shares; 2025Q4: 69,676 shares; 2026Q1: 49,814 shares; 2026Q2: 47,719 shares 47,719 $3.32M 0.22% -2,095 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,171 shares; 2024Q4: 91,276 shares; 2025Q1: 89,618 shares; 2025Q2: 89,904 shares; 2025Q3: 89,074 shares; 2025Q4: 89,126 shares; 2026Q1: 84,948 shares; 2026Q2: 82,727 shares 82,727 $3.26M 0.22% -2,221 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: 18,779 shares; 2024Q4: 18,686 shares; 2025Q1: 17,877 shares; 2025Q2: 15,421 shares; 2025Q3: 15,355 shares; 2025Q4: 15,277 shares; 2026Q1: 14,934 shares; 2026Q2: 14,563 shares 14,563 $3.21M 0.21% -371 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: 643,298 shares; 2024Q4: 336,401 shares; 2025Q1: 273,563 shares; 2025Q2: 395,606 shares; 2025Q3: 304,081 shares; 2025Q4: 276,899 shares; 2026Q1: 178,665 shares; 2026Q2: 39,814 shares 39,814 $3.1M 0.21% -138,851 Timeline AVMC 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: 3,341 shares; 2025Q3: 11,173 shares; 2025Q4: 18,835 shares; 2026Q1: 37,740 shares; 2026Q2: 38,813 shares 38,813 $3.1M 0.21% +1,073 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: 30,580 shares; 2024Q4: 29,979 shares; 2025Q1: 29,515 shares; 2025Q2: 32,529 shares; 2025Q3: 33,483 shares; 2025Q4: 34,740 shares; 2026Q1: 34,635 shares; 2026Q2: 34,473 shares 34,473 $3.05M 0.2% -162 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: 14,784 shares; 2024Q4: 14,568 shares; 2025Q1: 14,050 shares; 2025Q2: 13,653 shares; 2025Q3: 13,410 shares; 2025Q4: 13,320 shares; 2026Q1: 13,140 shares; 2026Q2: 12,733 shares 12,733 $3.04M 0.2% -407 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: 19,927 shares; 2024Q4: 19,402 shares; 2025Q1: 19,749 shares; 2025Q2: 20,043 shares; 2025Q3: 20,347 shares; 2025Q4: 20,517 shares; 2026Q1: 20,596 shares; 2026Q2: 20,661 shares 20,661 $2.89M 0.19% +65 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: 9,154 shares; 2024Q4: 9,071 shares; 2025Q1: 9,127 shares; 2025Q2: 9,325 shares; 2025Q3: 9,359 shares; 2025Q4: 10,610 shares; 2026Q1: 10,264 shares; 2026Q2: 9,925 shares 9,925 $2.87M 0.19% -339 Timeline SMMU 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: not reported; 2025Q2: 60,162 shares; 2025Q3: 59,997 shares; 2025Q4: 59,153 shares; 2026Q1: 56,963 shares; 2026Q2: 56,772 shares 56,772 $2.86M 0.19% -191 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,579 shares; 2024Q4: 13,331 shares; 2025Q1: 14,091 shares; 2025Q2: 14,723 shares; 2025Q3: 15,625 shares; 2025Q4: 16,123 shares; 2026Q1: 16,757 shares; 2026Q2: 17,173 shares 17,173 $2.68M 0.18% +416 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: 95,869 shares; 2024Q4: 91,843 shares; 2025Q1: 87,870 shares; 2025Q2: 87,517 shares; 2025Q3: 85,547 shares; 2025Q4: 85,626 shares; 2026Q1: 76,235 shares; 2026Q2: 71,290 shares 71,290 $2.68M 0.18% -4,945 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,748 shares; 2025Q3: 78,395 shares; 2025Q4: 85,535 shares; 2026Q1: 83,781 shares; 2026Q2: 68,996 shares 68,996 $2.67M 0.18% -14,785 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: 2,026 shares; 2024Q4: 2,020 shares; 2025Q1: 2,056 shares; 2025Q2: 2,110 shares; 2025Q3: 2,184 shares; 2025Q4: 2,700 shares; 2026Q1: 2,720 shares; 2026Q2: 2,724 shares 2,724 $2.62M 0.17% +4 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: 3,183 shares; 2024Q4: 3,179 shares; 2025Q1: 3,500 shares; 2025Q2: 4,015 shares; 2025Q3: 4,254 shares; 2025Q4: 4,241 shares; 2026Q1: 4,335 shares; 2026Q2: 4,351 shares 4,351 $2.62M 0.17% +16 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,136 shares; 2024Q4: 13,092 shares; 2025Q1: 12,613 shares; 2025Q2: 12,596 shares; 2025Q3: 12,556 shares; 2025Q4: 12,382 shares; 2026Q1: 12,297 shares; 2026Q2: 12,201 shares 12,201 $2.61M 0.17% -96 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: 7,657 shares; 2024Q4: 7,677 shares; 2025Q1: 7,234 shares; 2025Q2: 7,077 shares; 2025Q3: 7,074 shares; 2025Q4: 7,004 shares; 2026Q1: 7,001 shares; 2026Q2: 6,951 shares 6,951 $2.6M 0.17% -50 Timeline XAR 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: 2,468 shares; 2026Q2: 8,892 shares 8,892 $2.56M 0.17% +6,424 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: 3,951 shares; 2024Q4: 4,003 shares; 2025Q1: 4,003 shares; 2025Q2: 3,717 shares; 2025Q3: 3,697 shares; 2025Q4: 3,614 shares; 2026Q1: 3,535 shares; 2026Q2: 3,535 shares 3,535 $2.52M 0.17% 0 Timeline SPIP 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: 61,737 shares; 2026Q2: 98,664 shares 98,664 $2.51M 0.17% +36,927 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: 11,592 shares; 2024Q4: 11,701 shares; 2025Q1: 11,348 shares; 2025Q2: 11,197 shares; 2025Q3: 11,387 shares; 2025Q4: 11,376 shares; 2026Q1: 11,337 shares; 2026Q2: 10,935 shares 10,935 $2.49M 0.17% -402 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,875 shares; 2024Q4: 21,778 shares; 2025Q1: 23,506 shares; 2025Q2: 24,714 shares; 2025Q3: 26,898 shares; 2025Q4: 27,132 shares; 2026Q1: 21,522 shares; 2026Q2: 22,735 shares 22,735 $2.46M 0.16% +1,213 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: 6,531 shares; 2024Q4: 6,484 shares; 2025Q1: 6,328 shares; 2025Q2: 6,146 shares; 2025Q3: 6,144 shares; 2025Q4: 6,163 shares; 2026Q1: 5,672 shares; 2026Q2: 5,595 shares 5,595 $2.46M 0.16% -77 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: 7,517 shares; 2024Q4: 7,405 shares; 2025Q1: 7,246 shares; 2025Q2: 7,168 shares; 2025Q3: 7,158 shares; 2025Q4: 7,313 shares; 2026Q1: 7,163 shares; 2026Q2: 6,898 shares 6,898 $2.43M 0.16% -265 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: 9,434 shares; 2024Q4: 9,357 shares; 2025Q1: 8,322 shares; 2025Q2: 8,188 shares; 2025Q3: 7,980 shares; 2025Q4: 7,964 shares; 2026Q1: 7,774 shares; 2026Q2: 7,677 shares 7,677 $2.43M 0.16% -97 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: 19,566 shares; 2024Q4: 19,431 shares; 2025Q1: 18,669 shares; 2025Q2: 18,168 shares; 2025Q3: 18,212 shares; 2025Q4: 18,149 shares; 2026Q1: 17,889 shares; 2026Q2: 17,408 shares 17,408 $2.42M 0.16% -481 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: 4,803 shares; 2024Q4: 4,968 shares; 2025Q1: 7,017 shares; 2025Q2: 8,282 shares; 2025Q3: 8,342 shares; 2025Q4: 8,020 shares; 2026Q1: 9,780 shares; 2026Q2: 10,036 shares 10,036 $2.39M 0.16% +256 Timeline DFIP 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: 45,423 shares; 2024Q4: 46,100 shares; 2025Q1: 48,857 shares; 2025Q2: 49,050 shares; 2025Q3: 49,472 shares; 2025Q4: 53,941 shares; 2026Q1: 56,576 shares; 2026Q2: 57,729 shares 57,729 $2.38M 0.16% +1,153 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: 3,079 shares; 2024Q4: 3,079 shares; 2025Q1: 3,079 shares; 2025Q2: 3,079 shares; 2025Q3: 3,079 shares; 2025Q4: 2,976 shares; 2026Q1: 2,931 shares; 2026Q2: 3,127 shares 3,127 $2.33M 0.16% +196 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: 8,317 shares; 2024Q4: 8,471 shares; 2025Q1: 8,306 shares; 2025Q2: 8,210 shares; 2025Q3: 8,434 shares; 2025Q4: 8,627 shares; 2026Q1: 8,613 shares; 2026Q2: 8,261 shares 8,261 $2.32M 0.15% -352 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,874 shares; 2024Q4: 14,820 shares; 2025Q1: 14,294 shares; 2025Q2: 14,010 shares; 2025Q3: 14,034 shares; 2025Q4: 12,576 shares; 2026Q1: 12,336 shares; 2026Q2: 12,059 shares 12,059 $2.32M 0.15% -277 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: 10,083 shares; 2024Q4: 10,186 shares; 2025Q1: 9,934 shares; 2025Q2: 9,856 shares; 2025Q3: 10,048 shares; 2025Q4: 9,938 shares; 2026Q1: 9,328 shares; 2026Q2: 9,547 shares 9,547 $2.31M 0.15% +219 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: 16,881 shares; 2024Q4: 16,969 shares; 2025Q1: 19,039 shares; 2025Q2: 20,417 shares; 2025Q3: 20,872 shares; 2025Q4: 20,011 shares; 2026Q1: 20,249 shares; 2026Q2: 20,089 shares 20,089 $2.26M 0.15% -160 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,478 shares; 2024Q4: 42,331 shares; 2025Q1: 45,876 shares; 2025Q2: 43,138 shares; 2025Q3: 38,268 shares; 2025Q4: 39,184 shares; 2026Q1: 48,307 shares; 2026Q2: 48,597 shares 48,597 $2.26M 0.15% +290 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: 31,724 shares; 2024Q4: 31,603 shares; 2025Q1: 32,194 shares; 2025Q2: 34,013 shares; 2025Q3: 36,094 shares; 2025Q4: 37,395 shares; 2026Q1: 37,655 shares; 2026Q2: 38,443 shares 38,443 $2.26M 0.15% +788 Timeline SYSB 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: 35,753 shares; 2026Q1: 36,671 shares; 2026Q2: 25,222 shares 25,222 $2.23M 0.15% -11,449 Timeline JMOM 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: 20,394 shares; 2025Q2: 20,202 shares; 2025Q3: 20,074 shares; 2025Q4: 28,067 shares; 2026Q1: 29,905 shares; 2026Q2: 26,761 shares 26,761 $2.23M 0.15% -3,144 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: 2,517 shares; 2024Q4: 2,904 shares; 2025Q1: 2,939 shares; 2025Q2: 3,566 shares; 2025Q3: 4,286 shares; 2025Q4: 4,004 shares; 2026Q1: 3,843 shares; 2026Q2: 5,180 shares 5,180 $2.2M 0.15% +1,337 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,824 shares; 2024Q4: 105,002 shares; 2025Q1: 114,531 shares; 2025Q2: 123,747 shares; 2025Q3: 113,515 shares; 2025Q4: 79,841 shares; 2026Q1: 73,592 shares; 2026Q2: 24,136 shares 24,136 $2.16M 0.14% -49,456 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,802 shares; 2025Q4: 8,430 shares; 2026Q1: 31,049 shares; 2026Q2: 42,875 shares 42,875 $2.13M 0.14% +11,826 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,360 shares; 2024Q4: 101,725 shares; 2025Q1: 95,474 shares; 2025Q2: 90,476 shares; 2025Q3: 76,403 shares; 2025Q4: 74,311 shares; 2026Q1: 41,065 shares; 2026Q2: 38,742 shares 38,742 $2.12M 0.14% -2,323 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: 13,438 shares; 2024Q4: 14,691 shares; 2025Q1: 14,774 shares; 2025Q2: 14,865 shares; 2025Q3: 17,399 shares; 2025Q4: 15,566 shares; 2026Q1: 15,433 shares; 2026Q2: 14,658 shares 14,658 $2.11M 0.14% -775 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: 8,393 shares; 2024Q4: 8,407 shares; 2025Q1: 8,157 shares; 2025Q2: 7,746 shares; 2025Q3: 7,589 shares; 2025Q4: 7,741 shares; 2026Q1: 7,710 shares; 2026Q2: 7,548 shares 7,548 $2.06M 0.14% -162 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,704 shares; 2024Q4: 17,152 shares; 2025Q1: 16,076 shares; 2025Q2: 16,194 shares; 2025Q3: 16,088 shares; 2025Q4: 15,999 shares; 2026Q1: 15,742 shares; 2026Q2: 15,502 shares 15,502 $2.05M 0.14% -240 Timeline TFI 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: 38,672 shares; 2024Q4: 23,596 shares; 2025Q1: 18,059 shares; 2025Q2: 41,647 shares; 2025Q3: 43,145 shares; 2025Q4: 43,690 shares; 2026Q1: 43,430 shares; 2026Q2: 42,619 shares 42,619 $1.95M 0.13% -811 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,328 shares; 2024Q4: 33,603 shares; 2025Q1: 27,111 shares; 2025Q2: 28,126 shares; 2025Q3: 27,788 shares; 2025Q4: 26,548 shares; 2026Q1: 28,824 shares; 2026Q2: 44,170 shares 44,170 $1.95M 0.13% +15,346 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,065 shares; 2025Q4: 8,046 shares; 2026Q1: 22,809 shares; 2026Q2: 23,795 shares 23,795 $1.94M 0.13% +986 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,899 shares; 2025Q2: 29,540 shares; 2025Q3: 28,809 shares; 2025Q4: 29,499 shares; 2026Q1: 32,831 shares; 2026Q2: 32,319 shares 32,319 $1.93M 0.13% -512 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,832 shares; 2024Q4: 3,729 shares; 2025Q1: 7,695 shares; 2025Q2: 5,832 shares; 2025Q3: 5,782 shares; 2025Q4: 5,853 shares; 2026Q1: 5,749 shares; 2026Q2: 5,515 shares 5,515 $1.89M 0.13% -234 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,524 shares; 2025Q2: 57,578 shares; 2025Q3: 38,642 shares; 2025Q4: 30,337 shares; 2026Q1: 21,191 shares; 2026Q2: 37,819 shares 37,819 $1.88M 0.13% +16,628 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: 5,612 shares; 2024Q4: 5,292 shares; 2025Q1: 4,167 shares; 2025Q2: 4,499 shares; 2025Q3: 5,260 shares; 2025Q4: 5,181 shares; 2026Q1: 4,619 shares; 2026Q2: 4,716 shares 4,716 $1.86M 0.12% +97 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: 2,811 shares; 2024Q4: 3,093 shares; 2025Q1: 4,128 shares; 2025Q2: 5,519 shares; 2025Q3: 5,627 shares; 2025Q4: 5,867 shares; 2026Q1: 5,750 shares; 2026Q2: 23,000 shares 23,000 $1.85M 0.12% +17,250 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: 2,518 shares; 2024Q4: 2,524 shares; 2025Q1: 2,476 shares; 2025Q2: 2,505 shares; 2025Q3: 2,395 shares; 2025Q4: 3,691 shares; 2026Q1: 11,362 shares; 2026Q2: 10,058 shares 10,058 $1.83M 0.12% -1,304 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: 7,003 shares; 2024Q4: 7,048 shares; 2025Q1: 7,234 shares; 2025Q2: 8,195 shares; 2025Q3: 8,443 shares; 2025Q4: 8,606 shares; 2026Q1: 8,740 shares; 2026Q2: 8,667 shares 8,667 $1.73M 0.12% -73 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,397 shares; 2024Q4: 20,520 shares; 2025Q1: 23,740 shares; 2025Q2: 17,705 shares; 2025Q3: 17,570 shares; 2025Q4: 17,284 shares; 2026Q1: 16,845 shares; 2026Q2: 15,748 shares 15,748 $1.69M 0.11% -1,097 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: 3,334 shares; 2024Q4: 3,605 shares; 2025Q1: 3,683 shares; 2025Q2: 3,899 shares; 2025Q3: 3,969 shares; 2025Q4: 3,857 shares; 2026Q1: 4,314 shares; 2026Q2: 4,620 shares 4,620 $1.67M 0.11% +306 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: 6,360 shares; 2024Q4: 6,284 shares; 2025Q1: 6,083 shares; 2025Q2: 7,336 shares; 2025Q3: 7,666 shares; 2025Q4: 7,639 shares; 2026Q1: 7,742 shares; 2026Q2: 7,805 shares 7,805 $1.67M 0.11% +63 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: 1,203 shares; 2024Q4: 1,211 shares; 2025Q1: 1,263 shares; 2025Q2: 1,288 shares; 2025Q3: 1,502 shares; 2025Q4: 1,564 shares; 2026Q1: 1,559 shares; 2026Q2: 1,623 shares 1,623 $1.66M 0.11% +64 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: not reported; 2024Q4: 1,392 shares; 2025Q1: 1,539 shares; 2025Q2: 5,248 shares; 2025Q3: 7,540 shares; 2025Q4: 7,613 shares; 2026Q1: 7,345 shares; 2026Q2: 7,468 shares 7,468 $1.64M 0.11% +123 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,398 shares; 2024Q4: 24,237 shares; 2025Q1: 22,539 shares; 2025Q2: 23,167 shares; 2025Q3: 22,279 shares; 2025Q4: 22,262 shares; 2026Q1: 22,185 shares; 2026Q2: 21,072 shares 21,072 $1.62M 0.11% -1,113 Timeline SPMD 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: 19,205 shares; 2024Q4: 20,261 shares; 2025Q1: 20,066 shares; 2025Q2: 22,581 shares; 2025Q3: 24,458 shares; 2025Q4: 27,269 shares; 2026Q1: 24,818 shares; 2026Q2: 24,174 shares 24,174 $1.61M 0.11% -644 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: 49,240 shares; 2024Q4: 24,532 shares; 2025Q1: 35,747 shares; 2025Q2: 38,860 shares; 2025Q3: 43,062 shares; 2025Q4: 42,962 shares; 2026Q1: 42,948 shares; 2026Q2: 31,315 shares 31,315 $1.6M 0.11% -11,633 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: 5,785 shares; 2024Q4: 5,790 shares; 2025Q1: 5,690 shares; 2025Q2: 5,504 shares; 2025Q3: 5,493 shares; 2025Q4: 5,481 shares; 2026Q1: 5,238 shares; 2026Q2: 5,095 shares 5,095 $1.6M 0.11% -143 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: 89,344 shares; 2024Q4: 93,802 shares; 2025Q1: 16,497 shares; 2025Q2: 27,646 shares; 2025Q3: 17,690 shares; 2025Q4: 17,416 shares; 2026Q1: 18,593 shares; 2026Q2: 18,666 shares 18,666 $1.6M 0.11% +73 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: 17,911 shares; 2024Q4: 18,469 shares; 2025Q1: 18,225 shares; 2025Q2: 18,686 shares; 2025Q3: 18,490 shares; 2025Q4: 18,432 shares; 2026Q1: 17,944 shares; 2026Q2: 16,700 shares 16,700 $1.59M 0.11% -1,244 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: 2,267 shares; 2024Q4: 2,260 shares; 2025Q1: 2,711 shares; 2025Q2: 2,791 shares; 2025Q3: 2,694 shares; 2025Q4: 2,645 shares; 2026Q1: 3,333 shares; 2026Q2: 2,712 shares 2,712 $1.58M 0.11% -621 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: 3,124 shares; 2024Q4: 3,124 shares; 2025Q1: 3,036 shares; 2025Q2: 3,515 shares; 2025Q3: 3,693 shares; 2025Q4: 3,505 shares; 2026Q1: 4,212 shares; 2026Q2: 4,339 shares 4,339 $1.55M 0.1% +127 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: 11,183 shares; 2024Q4: 11,147 shares; 2025Q1: 11,007 shares; 2025Q2: 11,093 shares; 2025Q3: 11,441 shares; 2025Q4: 11,604 shares; 2026Q1: 12,205 shares; 2026Q2: 11,660 shares 11,660 $1.53M 0.1% -545 Timeline GSLC 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: 12,041 shares; 2024Q4: 11,976 shares; 2025Q1: 11,901 shares; 2025Q2: 11,901 shares; 2025Q3: 11,677 shares; 2025Q4: 11,446 shares; 2026Q1: 10,761 shares; 2026Q2: 10,586 shares 10,586 $1.5M 0.1% -175 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: 20,501 shares; 2024Q4: 20,609 shares; 2025Q1: 19,781 shares; 2025Q2: 18,635 shares; 2025Q3: 18,954 shares; 2025Q4: 18,571 shares; 2026Q1: 18,151 shares; 2026Q2: 17,405 shares 17,405 $1.48M 0.1% -746 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,548 shares; 2024Q4: 4,523 shares; 2025Q1: 4,618 shares; 2025Q2: 4,802 shares; 2025Q3: 4,649 shares; 2025Q4: 4,482 shares; 2026Q1: 4,155 shares; 2026Q2: 3,546 shares 3,546 $1.45M 0.1% -609 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: 20,997 shares; 2024Q4: 20,997 shares; 2025Q1: 21,452 shares; 2025Q2: 26,850 shares; 2025Q3: 26,850 shares; 2025Q4: 26,423 shares; 2026Q1: 26,901 shares; 2026Q2: 26,887 shares 26,887 $1.39M 0.09% -14 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,446 shares; 2025Q2: 90,083 shares; 2025Q3: 88,482 shares; 2025Q4: 86,342 shares; 2026Q1: 74,290 shares; 2026Q2: 30,370 shares 30,370 $1.38M 0.09% -43,920 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: 20,322 shares; 2024Q4: 20,298 shares; 2025Q1: 17,784 shares; 2025Q2: 17,099 shares; 2025Q3: 15,526 shares; 2025Q4: 14,879 shares; 2026Q1: 14,194 shares; 2026Q2: 13,994 shares 13,994 $1.37M 0.09% -200 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: 9,659 shares; 2024Q4: 9,637 shares; 2025Q1: 9,631 shares; 2025Q2: 9,674 shares; 2025Q3: 9,834 shares; 2025Q4: 10,446 shares; 2026Q1: 10,558 shares; 2026Q2: 10,565 shares 10,565 $1.37M 0.09% +7 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,538 shares; 2024Q4: 25,446 shares; 2025Q1: 21,488 shares; 2025Q2: 20,649 shares; 2025Q3: 20,915 shares; 2025Q4: 18,505 shares; 2026Q1: 18,371 shares; 2026Q2: 17,744 shares 17,744 $1.36M 0.09% -627 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: 5,163 shares; 2024Q4: 5,112 shares; 2025Q1: 4,955 shares; 2025Q2: 4,939 shares; 2025Q3: 4,944 shares; 2025Q4: 4,920 shares; 2026Q1: 4,887 shares; 2026Q2: 4,734 shares 4,734 $1.34M 0.09% -153 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,204 shares; 2025Q1: 4,173 shares; 2025Q2: 4,184 shares; 2025Q3: 3,821 shares; 2025Q4: 3,624 shares; 2026Q1: 3,726 shares; 2026Q2: 3,737 shares 3,737 $1.31M 0.09% +11 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: 2,869 shares; 2024Q4: 2,844 shares; 2025Q1: 2,965 shares; 2025Q2: 3,349 shares; 2025Q3: 3,450 shares; 2025Q4: 3,402 shares; 2026Q1: 3,471 shares; 2026Q2: 3,476 shares 3,476 $1.31M 0.09% +5 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: 8,497 shares; 2024Q4: 8,432 shares; 2025Q1: 8,501 shares; 2025Q2: 9,215 shares; 2025Q3: 9,397 shares; 2025Q4: 9,492 shares; 2026Q1: 8,463 shares; 2026Q2: 9,277 shares 9,277 $1.3M 0.09% +814 Timeline THY NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,802 shares; 2025Q3: 54,762 shares; 2025Q4: 57,565 shares; 2026Q1: 58,227 shares; 2026Q2: 59,371 shares 59,371 $1.3M 0.09% +1,144 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,140 shares; 2024Q4: 246,287 shares; 2025Q1: 196,830 shares; 2025Q2: 21,216 shares; 2025Q3: 18,357 shares; 2025Q4: 17,748 shares; 2026Q1: 15,393 shares; 2026Q2: 13,360 shares 13,360 $1.3M 0.09% -2,033 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: 11,715 shares; 2024Q4: 11,940 shares; 2025Q1: 11,942 shares; 2025Q2: 12,298 shares; 2025Q3: 12,860 shares; 2025Q4: 12,764 shares; 2026Q1: 13,049 shares; 2026Q2: 13,138 shares 13,138 $1.29M 0.09% +89 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: 2,093 shares; 2024Q4: 2,626 shares; 2025Q1: 3,727 shares; 2025Q2: 3,729 shares; 2025Q3: 3,730 shares; 2025Q4: 2,627 shares; 2026Q1: 2,627 shares; 2026Q2: 10,509 shares 10,509 $1.27M 0.08% +7,882 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,856 shares; 2025Q3: 47,667 shares; 2025Q4: 50,194 shares; 2026Q1: 50,782 shares; 2026Q2: 51,504 shares 51,504 $1.27M 0.08% +722 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: 31,858 shares; 2026Q2: 25,250 shares 25,250 $1.25M 0.08% -6,608 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: 17,659 shares; 2024Q4: 12,599 shares; 2025Q1: 11,270 shares; 2025Q2: 6,835 shares; 2025Q3: 6,985 shares; 2025Q4: 6,713 shares; 2026Q1: 6,932 shares; 2026Q2: 7,267 shares 7,267 $1.23M 0.08% +335 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,657 shares; 2024Q4: 8,892 shares; 2025Q1: 4,813 shares; 2025Q2: 4,813 shares; 2025Q3: 4,808 shares; 2025Q4: 4,808 shares; 2026Q1: 11,891 shares; 2026Q2: 11,878 shares 11,878 $1.18M 0.08% -13 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: 2,793 shares; 2024Q4: 3,283 shares; 2025Q1: 6,502 shares; 2025Q2: 6,450 shares; 2025Q3: 6,921 shares; 2025Q4: 3,551 shares; 2026Q1: 3,310 shares; 2026Q2: 3,255 shares 3,255 $1.16M 0.08% -55 Timeline MUNI 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: 39,592 shares; 2025Q1: 58,592 shares; 2025Q2: 7,255 shares; 2025Q3: 14,067 shares; 2025Q4: 15,404 shares; 2026Q1: 16,719 shares; 2026Q2: 22,106 shares 22,106 $1.16M 0.08% +5,387 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,447 shares; 2025Q3: 76,272 shares; 2025Q4: 80,210 shares; 2026Q1: 79,515 shares; 2026Q2: 79,806 shares 79,806 $1.16M 0.08% +291 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: 4,508 shares; 2024Q4: 5,307 shares; 2025Q1: 5,389 shares; 2025Q2: 5,677 shares; 2025Q3: 7,951 shares; 2025Q4: 8,183 shares; 2026Q1: 8,208 shares; 2026Q2: 8,312 shares 8,312 $1.15M 0.08% +104 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: 17,583 shares; 2024Q4: 18,939 shares; 2025Q1: 18,961 shares; 2025Q2: 18,757 shares; 2025Q3: 19,302 shares; 2025Q4: 19,668 shares; 2026Q1: 18,338 shares; 2026Q2: 18,383 shares 18,383 $1.13M 0.08% +45 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,818 shares; 2025Q2: 43,813 shares; 2025Q3: 41,371 shares; 2025Q4: 41,118 shares; 2026Q1: 40,928 shares; 2026Q2: 40,928 shares 40,928 $1.12M 0.07% 0 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: 11,911 shares; 2024Q4: 13,114 shares; 2025Q1: 12,138 shares; 2025Q2: 11,068 shares; 2025Q3: 10,855 shares; 2025Q4: 11,803 shares; 2026Q1: 12,004 shares; 2026Q2: 11,790 shares 11,790 $1.12M 0.07% -214 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,804 shares; 2025Q4: 28,347 shares; 2026Q1: 33,464 shares; 2026Q2: 34,327 shares 34,327 $1.11M 0.07% +863 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: 5,839 shares; 2024Q4: 10,182 shares; 2025Q1: 15,365 shares; 2025Q2: 12,632 shares; 2025Q3: 11,089 shares; 2025Q4: 10,736 shares; 2026Q1: 11,202 shares; 2026Q2: 14,489 shares 14,489 $1.11M 0.07% +3,287 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: 13,195 shares; 2024Q4: 12,850 shares; 2025Q1: 12,824 shares; 2025Q2: 12,922 shares; 2025Q3: 13,158 shares; 2025Q4: 13,296 shares; 2026Q1: 13,211 shares; 2026Q2: 13,563 shares 13,563 $1.11M 0.07% +352 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: 5,985 shares; 2024Q4: 6,050 shares; 2025Q1: 6,239 shares; 2025Q2: 6,137 shares; 2025Q3: 6,343 shares; 2025Q4: 6,478 shares; 2026Q1: 5,863 shares; 2026Q2: 5,862 shares 5,862 $1.03M 0.07% -1 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: 791 shares; 2024Q4: 896 shares; 2025Q1: 917 shares; 2025Q2: 1,043 shares; 2025Q3: 1,065 shares; 2025Q4: 1,084 shares; 2026Q1: 1,141 shares; 2026Q2: 1,082 shares 1,082 $1.03M 0.07% -59 Timeline PFM 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: 15,603 shares; 2024Q4: 17,174 shares; 2025Q1: 18,485 shares; 2025Q2: 20,403 shares; 2025Q3: 19,539 shares; 2025Q4: 19,434 shares; 2026Q1: 18,594 shares; 2026Q2: 18,349 shares 18,349 $1.03M 0.07% -245 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: 31,221 shares; 2024Q4: 31,221 shares; 2025Q1: 28,200 shares; 2025Q2: 28,200 shares; 2025Q3: 28,200 shares; 2025Q4: 25,749 shares; 2026Q1: 27,929 shares; 2026Q2: 27,664 shares 27,664 $1.01M 0.07% -265 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: 3,403 shares; 2024Q4: 3,344 shares; 2025Q1: 3,342 shares; 2025Q2: 3,597 shares; 2025Q3: 3,802 shares; 2025Q4: 3,903 shares; 2026Q1: 4,078 shares; 2026Q2: 4,054 shares 4,054 $1.01M 0.07% -24 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,445 shares; 2026Q2: 25,814 shares 25,814 $996K 0.07% +1,369 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,590 shares; 2024Q4: 11,434 shares; 2025Q1: 10,571 shares; 2025Q2: 10,111 shares; 2025Q3: 10,150 shares; 2025Q4: 10,100 shares; 2026Q1: 8,924 shares; 2026Q2: 7,329 shares 7,329 $972K 0.06% -1,595 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,945 shares; 2024Q4: 4,945 shares; 2025Q1: not reported; 2025Q2: 4,407 shares; 2025Q3: 4,481 shares; 2025Q4: 4,556 shares; 2026Q1: 9,603 shares; 2026Q2: 12,004 shares 12,004 $963K 0.06% +2,401 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 846 shares; 2026Q1: 973 shares; 2026Q2: 971 shares 971 $947K 0.06% -2 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,964 shares; 2024Q4: 12,127 shares; 2025Q1: 11,838 shares; 2025Q2: 11,123 shares; 2025Q3: 11,001 shares; 2025Q4: 10,607 shares; 2026Q1: 10,607 shares; 2026Q2: 10,607 shares 10,607 $944K 0.06% 0 Timeline HDV 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: 4,343 shares; 2025Q1: 8,534 shares; 2025Q2: 8,938 shares; 2025Q3: 8,603 shares; 2025Q4: 8,615 shares; 2026Q1: 6,933 shares; 2026Q2: 33,550 shares 33,550 $941K 0.06% +26,617 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: 17,025 shares; 2026Q2: 18,189 shares 18,189 $931K 0.06% +1,164 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: 4,265 shares; 2024Q4: 4,170 shares; 2025Q1: 4,581 shares; 2025Q2: 5,288 shares; 2025Q3: 4,799 shares; 2025Q4: 4,427 shares; 2026Q1: 4,487 shares; 2026Q2: 3,910 shares 3,910 $925K 0.06% -577 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: 4,895 shares; 2024Q4: 4,885 shares; 2025Q1: 4,740 shares; 2025Q2: 4,913 shares; 2025Q3: 5,135 shares; 2025Q4: 5,236 shares; 2026Q1: 5,199 shares; 2026Q2: 5,226 shares 5,226 $922K 0.06% +27 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,457 shares; 2024Q4: 3,445 shares; 2025Q1: 3,330 shares; 2025Q2: 3,182 shares; 2025Q3: 3,083 shares; 2025Q4: 2,987 shares; 2026Q1: 2,710 shares; 2026Q2: 2,519 shares 2,519 $917K 0.06% -191 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: 3,048 shares; 2024Q4: 2,889 shares; 2025Q1: 11,063 shares; 2025Q2: 9,418 shares; 2025Q3: 8,077 shares; 2025Q4: 7,836 shares; 2026Q1: 6,043 shares; 2026Q2: 5,784 shares 5,784 $907K 0.06% -259 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: not reported; 2024Q4: 5,205 shares; 2025Q1: 7,357 shares; 2025Q2: 8,408 shares; 2025Q3: 8,757 shares; 2025Q4: 8,594 shares; 2026Q1: 8,654 shares; 2026Q2: 6,992 shares 6,992 $904K 0.06% -1,662 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,664 shares; 2024Q4: 7,849 shares; 2025Q1: 7,472 shares; 2025Q2: 7,489 shares; 2025Q3: 16,794 shares; 2025Q4: 19,778 shares; 2026Q1: 17,811 shares; 2026Q2: 17,827 shares 17,827 $902K 0.06% +16 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,556 shares; 2024Q4: 7,556 shares; 2025Q1: 7,636 shares; 2025Q2: 7,397 shares; 2025Q3: 7,397 shares; 2025Q4: 10,037 shares; 2026Q1: 10,256 shares; 2026Q2: 10,247 shares 10,247 $869K 0.06% -9 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: 13,673 shares; 2024Q4: 13,350 shares; 2025Q1: 13,132 shares; 2025Q2: 12,018 shares; 2025Q3: 12,225 shares; 2025Q4: 12,144 shares; 2026Q1: 12,101 shares; 2026Q2: 10,277 shares 10,277 $855K 0.06% -1,824 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,377 shares 8,377 $845K 0.06% new 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: 16,514 shares 16,514 $829K 0.06% new 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: not reported; 2024Q4: 7,956 shares; 2025Q1: 28,602 shares; 2025Q2: 16,157 shares; 2025Q3: 15,990 shares; 2025Q4: 15,990 shares; 2026Q1: 12,600 shares; 2026Q2: 12,583 shares 12,583 $827K 0.06% -17 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: 22,588 shares; 2024Q4: 22,714 shares; 2025Q1: 24,582 shares; 2025Q2: 23,622 shares; 2025Q3: 31,396 shares; 2025Q4: 26,293 shares; 2026Q1: 28,723 shares; 2026Q2: 39,449 shares 39,449 $812K 0.05% +10,726 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,022 shares; 2024Q4: 9,083 shares; 2025Q1: 9,752 shares; 2025Q2: 9,765 shares; 2025Q3: 9,816 shares; 2025Q4: 9,500 shares; 2026Q1: 8,799 shares; 2026Q2: 8,559 shares 8,559 $811K 0.05% -240 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,238 shares; 2024Q4: 4,006 shares; 2025Q1: 5,603 shares; 2025Q2: 6,781 shares; 2025Q3: 7,113 shares; 2025Q4: 6,994 shares; 2026Q1: 8,769 shares; 2026Q2: 7,660 shares 7,660 $802K 0.05% -1,109 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: 12,431 shares; 2024Q4: 12,352 shares; 2025Q1: 9,988 shares; 2025Q2: 8,843 shares; 2025Q3: 6,668 shares; 2025Q4: 6,828 shares; 2026Q1: 6,273 shares; 2026Q2: 6,110 shares 6,110 $796K 0.05% -163 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,535 shares; 2026Q1: 11,868 shares; 2026Q2: 8,661 shares 8,661 $792K 0.05% -3,207 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,628 shares; 2024Q4: 6,669 shares; 2025Q1: not reported; 2025Q2: 5,004 shares; 2025Q3: 4,837 shares; 2025Q4: 4,923 shares; 2026Q1: 10,993 shares; 2026Q2: 12,019 shares 12,019 $767K 0.05% +1,026 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: 6,020 shares; 2024Q4: 5,801 shares; 2025Q1: 5,569 shares; 2025Q2: 5,561 shares; 2025Q3: 5,561 shares; 2025Q4: 5,561 shares; 2026Q1: 5,561 shares; 2026Q2: 5,561 shares 5,561 $759K 0.05% 0 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: 799 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 799 shares; 2026Q1: 799 shares; 2026Q2: 6,392 shares 6,392 $733K 0.05% +5,593 Timeline SJNK 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: 26,595 shares; 2025Q2: 27,714 shares; 2025Q3: 26,608 shares; 2025Q4: 26,157 shares; 2026Q1: 29,637 shares; 2026Q2: 29,200 shares 29,200 $728K 0.05% -437 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: 1,400 shares; 2024Q4: 1,499 shares; 2025Q1: 2,119 shares; 2025Q2: 2,272 shares; 2025Q3: 2,413 shares; 2025Q4: 2,401 shares; 2026Q1: 2,357 shares; 2026Q2: 2,357 shares 2,357 $708K 0.05% 0 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: 1,781 shares; 2024Q4: 1,790 shares; 2025Q1: 1,718 shares; 2025Q2: 1,207 shares; 2025Q3: 1,193 shares; 2025Q4: 2,383 shares; 2026Q1: 2,426 shares; 2026Q2: 2,410 shares 2,410 $706K 0.05% -16 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,632 shares; 2024Q4: 7,627 shares; 2025Q1: 6,197 shares; 2025Q2: 7,577 shares; 2025Q3: 7,696 shares; 2025Q4: 7,634 shares; 2026Q1: 7,634 shares; 2026Q2: 7,633 shares 7,633 $705K 0.05% -1 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: not reported; 2024Q4: not reported; 2025Q1: 1,595 shares; 2025Q2: 1,612 shares; 2025Q3: 1,596 shares; 2025Q4: 1,596 shares; 2026Q1: 1,601 shares; 2026Q2: 1,605 shares 1,605 $697K 0.05% +4 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,434 shares; 2026Q1: 6,563 shares; 2026Q2: 10,172 shares 10,172 $694K 0.05% +3,609 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,360 shares; 2025Q2: not reported; 2025Q3: 11,192 shares; 2025Q4: not reported; 2026Q1: 5,525 shares; 2026Q2: 5,706 shares 5,706 $687K 0.05% +181 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,039 shares; 2025Q4: 1,172 shares; 2026Q1: 1,251 shares; 2026Q2: 1,312 shares 1,312 $679K 0.05% +61 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: 4,179 shares; 2024Q4: 5,089 shares; 2025Q1: 6,876 shares; 2025Q2: 7,237 shares; 2025Q3: 5,976 shares; 2025Q4: 5,382 shares; 2026Q1: 10,335 shares; 2026Q2: 11,014 shares 11,014 $671K 0.04% +679 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: 2,491 shares; 2024Q4: 2,495 shares; 2025Q1: 2,501 shares; 2025Q2: 2,525 shares; 2025Q3: 2,639 shares; 2025Q4: 2,639 shares; 2026Q1: 2,761 shares; 2026Q2: 2,753 shares 2,753 $658K 0.04% -8 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,874 shares; 2024Q4: 10,080 shares; 2025Q1: 9,817 shares; 2025Q2: 10,171 shares; 2025Q3: 10,554 shares; 2025Q4: 10,812 shares; 2026Q1: 11,391 shares; 2026Q2: 11,340 shares 11,340 $648K 0.04% -51 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,118 shares; 2026Q2: 8,463 shares 8,463 $647K 0.04% +5,345 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: 2,978 shares; 2024Q4: 2,978 shares; 2025Q1: 3,022 shares; 2025Q2: 3,022 shares; 2025Q3: 2,989 shares; 2025Q4: 2,989 shares; 2026Q1: 2,989 shares; 2026Q2: 2,989 shares 2,989 $642K 0.04% 0 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,491 shares; 2024Q4: 29,001 shares; 2025Q1: 24,546 shares; 2025Q2: 24,393 shares; 2025Q3: 24,864 shares; 2025Q4: 29,687 shares; 2026Q1: 28,268 shares; 2026Q2: 24,141 shares 24,141 $613K 0.04% -4,127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297 shares; 2025Q3: 277 shares; 2025Q4: 257 shares; 2026Q1: 257 shares; 2026Q2: 2,593 shares 2,593 $611K 0.04% +2,336 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,004 shares; 2026Q2: 3,150 shares 3,150 $608K 0.04% +146 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: 1,070 shares; 2024Q4: 1,091 shares; 2025Q1: 689 shares; 2025Q2: 767 shares; 2025Q3: 878 shares; 2025Q4: 1,053 shares; 2026Q1: 1,151 shares; 2026Q2: 1,096 shares 1,096 $598K 0.04% -55 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,000 shares; 2024Q4: 55,303 shares; 2025Q1: 47,275 shares; 2025Q2: 69,654 shares; 2025Q3: 22,298 shares; 2025Q4: 11,735 shares; 2026Q1: 16,315 shares; 2026Q2: 6,638 shares 6,638 $592K 0.04% -9,677 Timeline IBMR 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: 27,701 shares; 2025Q1: 25,042 shares; 2025Q2: 24,895 shares; 2025Q3: 24,140 shares; 2025Q4: 28,920 shares; 2026Q1: 27,238 shares; 2026Q2: 23,134 shares 23,134 $587K 0.04% -4,104 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,427 shares; 2024Q4: 9,329 shares; 2025Q1: 7,942 shares; 2025Q2: 6,997 shares; 2025Q3: 6,838 shares; 2025Q4: 5,542 shares; 2026Q1: 5,093 shares; 2026Q2: 4,946 shares 4,946 $586K 0.04% -147 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,298 shares; 2024Q4: 28,935 shares; 2025Q1: 24,386 shares; 2025Q2: 24,308 shares; 2025Q3: 23,654 shares; 2025Q4: 28,756 shares; 2026Q1: 27,058 shares; 2026Q2: 22,962 shares 22,962 $586K 0.04% -4,096 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,043 shares; 2024Q4: 30,288 shares; 2025Q1: 25,689 shares; 2025Q2: 25,536 shares; 2025Q3: 24,791 shares; 2025Q4: 29,533 shares; 2026Q1: 27,875 shares; 2026Q2: 22,873 shares 22,873 $586K 0.04% -5,002 Timeline IBMS 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: 27,194 shares; 2026Q1: 25,438 shares; 2026Q2: 22,085 shares 22,085 $572K 0.04% -3,353 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: 2,206 shares; 2024Q4: 4,554 shares; 2025Q1: 4,555 shares; 2025Q2: 4,655 shares; 2025Q3: 4,716 shares; 2025Q4: 4,874 shares; 2026Q1: 4,917 shares; 2026Q2: 4,947 shares 4,947 $569K 0.04% +30 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: 7,263 shares; 2024Q4: 7,226 shares; 2025Q1: 7,160 shares; 2025Q2: 7,454 shares; 2025Q3: 7,402 shares; 2025Q4: 7,442 shares; 2026Q1: 7,175 shares; 2026Q2: 7,027 shares 7,027 $563K 0.04% -148 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: 2,806 shares; 2024Q4: 2,954 shares; 2025Q1: 2,276 shares; 2025Q2: 2,326 shares; 2025Q3: 2,480 shares; 2025Q4: 2,380 shares; 2026Q1: 2,457 shares; 2026Q2: 2,456 shares 2,456 $556K 0.04% -1 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: 884 shares; 2024Q4: 1,016 shares; 2025Q1: 1,012 shares; 2025Q2: 1,057 shares; 2025Q3: 1,075 shares; 2025Q4: 1,030 shares; 2026Q1: 1,100 shares; 2026Q2: 1,018 shares 1,018 $549K 0.04% -82 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: 28,170 shares; 2024Q4: 24,691 shares; 2025Q1: 25,549 shares; 2025Q2: 12,199 shares; 2025Q3: 11,397 shares; 2025Q4: 9,331 shares; 2026Q1: 9,503 shares; 2026Q2: 9,415 shares 9,415 $547K 0.04% -88 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 944 shares; 2025Q3: 980 shares; 2025Q4: 1,140 shares; 2026Q1: 1,287 shares; 2026Q2: 1,385 shares 1,385 $523K 0.03% +98 Timeline IQLT 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: 14,528 shares; 2025Q1: 22,243 shares; 2025Q2: 21,686 shares; 2025Q3: 15,569 shares; 2025Q4: 14,337 shares; 2026Q1: 10,318 shares; 2026Q2: 10,318 shares 10,318 $512K 0.03% 0 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: 14,605 shares; 2024Q4: 14,605 shares; 2025Q1: 14,605 shares; 2025Q2: 14,605 shares; 2025Q3: 14,605 shares; 2025Q4: 14,605 shares; 2026Q1: 12,787 shares; 2026Q2: 12,787 shares 12,787 $508K 0.03% 0 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: 3,071 shares; 2024Q4: 2,912 shares; 2025Q1: 2,907 shares; 2025Q2: 3,044 shares; 2025Q3: 3,198 shares; 2025Q4: 3,292 shares; 2026Q1: 3,441 shares; 2026Q2: 3,428 shares 3,428 $503K 0.03% -13 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,785 shares; 2025Q1: 45,494 shares; 2025Q2: 32,467 shares; 2025Q3: 31,773 shares; 2025Q4: 23,399 shares; 2026Q1: 22,137 shares; 2026Q2: 15,761 shares 15,761 $493K 0.03% -6,376 Timeline ITM 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: 13,567 shares; 2024Q4: 15,057 shares; 2025Q1: 29,075 shares; 2025Q2: 10,537 shares; 2025Q3: 9,977 shares; 2025Q4: 9,980 shares; 2026Q1: 9,440 shares; 2026Q2: 10,510 shares 10,510 $493K 0.03% +1,070 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,981 shares; 2024Q4: 5,981 shares; 2025Q1: 4,185 shares; 2025Q2: 4,185 shares; 2025Q3: 4,185 shares; 2025Q4: 4,185 shares; 2026Q1: 4,185 shares; 2026Q2: 4,185 shares 4,185 $491K 0.03% 0 Timeline GVI 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: 4,606 shares 4,606 $487K 0.03% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,810 shares; 2024Q4: 4,706 shares; 2025Q1: 4,785 shares; 2025Q2: 11,441 shares; 2025Q3: 10,094 shares; 2025Q4: 9,873 shares; 2026Q1: 9,987 shares; 2026Q2: 10,014 shares 10,014 $487K 0.03% +27 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,105 shares; 2025Q4: 4,115 shares; 2026Q1: 4,598 shares; 2026Q2: 4,617 shares 4,617 $483K 0.03% +19 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: 415 shares; 2024Q4: 652 shares; 2025Q1: 802 shares; 2025Q2: 867 shares; 2025Q3: 842 shares; 2025Q4: 8,094 shares; 2026Q1: 8,815 shares; 2026Q2: 6,215 shares 6,215 $483K 0.03% -2,600 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 448 shares; 2026Q2: 765 shares 765 $476K 0.03% +317 Timeline QUS 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: 2,511 shares; 2024Q4: 2,511 shares; 2025Q1: 2,511 shares; 2025Q2: 2,511 shares; 2025Q3: 2,511 shares; 2025Q4: 2,511 shares; 2026Q1: 2,511 shares; 2026Q2: 2,511 shares 2,511 $473K 0.03% 0 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: 14,384 shares; 2024Q4: 14,242 shares; 2025Q1: 12,433 shares; 2025Q2: 9,337 shares; 2025Q3: 9,261 shares; 2025Q4: 8,462 shares; 2026Q1: 8,238 shares; 2026Q2: 7,383 shares 7,383 $463K 0.03% -855 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,343 shares; 2026Q2: 1,607 shares 1,607 $462K 0.03% +264 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,167 shares; 2024Q4: 3,167 shares; 2025Q1: 4,433 shares; 2025Q2: 4,441 shares; 2025Q3: 4,449 shares; 2025Q4: 3,107 shares; 2026Q1: 2,892 shares; 2026Q2: 2,892 shares 2,892 $461K 0.03% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,137 shares; 2024Q4: 4,578 shares; 2025Q1: 3,829 shares; 2025Q2: 3,058 shares; 2025Q3: 3,061 shares; 2025Q4: 2,992 shares; 2026Q1: 2,782 shares; 2026Q2: 2,721 shares 2,721 $456K 0.03% -61 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,468 shares; 2024Q4: 65,568 shares; 2025Q1: 63,895 shares; 2025Q2: 32,552 shares; 2025Q3: 15,730 shares; 2025Q4: 30,629 shares; 2026Q1: 32,775 shares; 2026Q2: 17,618 shares 17,618 $447K 0.03% -15,157 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: 6,884 shares; 2024Q4: 4,555 shares; 2025Q1: 4,494 shares; 2025Q2: 4,160 shares; 2025Q3: 4,268 shares; 2025Q4: 4,056 shares; 2026Q1: 3,950 shares; 2026Q2: 3,999 shares 3,999 $443K 0.03% +49 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,060 shares; 2025Q1: 3,169 shares; 2025Q2: 3,582 shares; 2025Q3: 4,304 shares; 2025Q4: 5,209 shares; 2026Q1: 5,305 shares; 2026Q2: 5,375 shares 5,375 $441K 0.03% +70 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,236 shares; 2026Q2: 5,084 shares 5,084 $435K 0.03% +1,848 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: 6,388 shares; 2024Q4: 5,944 shares; 2025Q1: 5,953 shares; 2025Q2: 5,571 shares; 2025Q3: 5,517 shares; 2025Q4: 5,517 shares; 2026Q1: 5,523 shares; 2026Q2: 5,523 shares 5,523 $431K 0.03% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,942 shares; 2024Q4: 1,938 shares; 2025Q1: 1,930 shares; 2025Q2: 1,946 shares; 2025Q3: 1,934 shares; 2025Q4: 1,934 shares; 2026Q1: 1,939 shares; 2026Q2: 1,932 shares 1,932 $426K 0.03% -7 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: 15,539 shares; 2024Q4: 16,201 shares; 2025Q1: 15,577 shares; 2025Q2: 15,192 shares; 2025Q3: 14,797 shares; 2025Q4: 13,279 shares; 2026Q1: 10,185 shares; 2026Q2: 7,906 shares 7,906 $423K 0.03% -2,279 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,334 shares; 2024Q4: 9,328 shares; 2025Q1: 5,935 shares; 2025Q2: 7,529 shares; 2025Q3: 7,840 shares; 2025Q4: 6,859 shares; 2026Q1: 5,657 shares; 2026Q2: 5,475 shares 5,475 $422K 0.03% -182 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: 712 shares; 2024Q4: 703 shares; 2025Q1: 772 shares; 2025Q2: 1,109 shares; 2025Q3: 941 shares; 2025Q4: 982 shares; 2026Q1: 1,031 shares; 2026Q2: 1,052 shares 1,052 $419K 0.03% +21 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: 1,645 shares; 2024Q4: 2,100 shares; 2025Q1: 2,478 shares; 2025Q2: 2,464 shares; 2025Q3: 2,561 shares; 2025Q4: 2,445 shares; 2026Q1: 2,526 shares; 2026Q2: 2,544 shares 2,544 $419K 0.03% +18 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: 32,592 shares; 2024Q4: 31,972 shares; 2025Q1: 34,095 shares; 2025Q2: 32,464 shares; 2025Q3: 20,660 shares; 2025Q4: 23,993 shares; 2026Q1: 21,758 shares; 2026Q2: 17,570 shares 17,570 $418K 0.03% -4,188 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: 4,690 shares; 2024Q4: 4,764 shares; 2025Q1: 4,407 shares; 2025Q2: 3,898 shares; 2025Q3: 3,888 shares; 2025Q4: 3,769 shares; 2026Q1: 2,724 shares; 2026Q2: 2,636 shares 2,636 $417K 0.03% -88 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: not reported; 2024Q4: 2,350 shares; 2025Q1: 2,538 shares; 2025Q2: 2,549 shares; 2025Q3: 3,284 shares; 2025Q4: 3,572 shares; 2026Q1: 3,788 shares; 2026Q2: 3,617 shares 3,617 $412K 0.03% -171 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 336 shares; 2026Q2: 369 shares 369 $411K 0.03% +33 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: 583 shares; 2024Q4: 573 shares; 2025Q1: 570 shares; 2025Q2: 667 shares; 2025Q3: 647 shares; 2025Q4: 401 shares; 2026Q1: 414 shares; 2026Q2: 416 shares 416 $401K 0.03% +2 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: 24,049 shares; 2024Q4: 22,720 shares; 2025Q1: 23,549 shares; 2025Q2: 23,316 shares; 2025Q3: 23,379 shares; 2025Q4: 20,706 shares; 2026Q1: 21,198 shares; 2026Q2: 16,411 shares 16,411 $399K 0.03% -4,787 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: 2,411 shares; 2024Q4: 2,460 shares; 2025Q1: 2,455 shares; 2025Q2: 2,971 shares; 2025Q3: 2,455 shares; 2025Q4: 2,455 shares; 2026Q1: 2,463 shares; 2026Q2: 2,476 shares 2,476 $396K 0.03% +13 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,769 shares; 2024Q4: 17,769 shares; 2025Q1: 17,769 shares; 2025Q2: 17,769 shares; 2025Q3: 16,672 shares; 2025Q4: 16,672 shares; 2026Q1: 16,672 shares; 2026Q2: 16,672 shares 16,672 $392K 0.03% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,070 shares; 2025Q1: 4,925 shares; 2025Q2: 4,884 shares; 2025Q3: 4,936 shares; 2025Q4: 5,260 shares; 2026Q1: 4,637 shares; 2026Q2: 5,024 shares 5,024 $389K 0.03% +387 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,840 shares; 2024Q4: 13,840 shares; 2025Q1: 17,560 shares; 2025Q2: 17,536 shares; 2025Q3: 17,067 shares; 2025Q4: 17,267 shares; 2026Q1: 17,188 shares; 2026Q2: 17,047 shares 17,047 $389K 0.03% -141 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,148 shares 2,148 $388K 0.03% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,183 shares 12,183 $387K 0.03% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,001 shares; 2024Q4: 14,001 shares; 2025Q1: 17,806 shares; 2025Q2: 17,514 shares; 2025Q3: 17,035 shares; 2025Q4: 17,224 shares; 2026Q1: 17,236 shares; 2026Q2: 17,128 shares 17,128 $382K 0.03% -108 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,574 shares; 2024Q4: 3,583 shares; 2025Q1: 3,293 shares; 2025Q2: 3,328 shares; 2025Q3: 3,332 shares; 2025Q4: 1,986 shares; 2026Q1: 1,999 shares; 2026Q2: 1,997 shares 1,997 $379K 0.03% -2 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,246 shares; 2024Q4: 3,178 shares; 2025Q1: 2,952 shares; 2025Q2: 2,952 shares; 2025Q3: 2,876 shares; 2025Q4: 2,876 shares; 2026Q1: 2,856 shares; 2026Q2: 2,856 shares 2,856 $377K 0.03% 0 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: 1,081 shares; 2024Q4: 1,221 shares; 2025Q1: 1,377 shares; 2025Q2: 1,285 shares; 2025Q3: 1,237 shares; 2025Q4: 1,262 shares; 2026Q1: 1,328 shares; 2026Q2: 1,334 shares 1,334 $377K 0.03% +6 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: 11,171 shares; 2024Q4: 9,845 shares; 2025Q1: 9,395 shares; 2025Q2: 9,381 shares; 2025Q3: 8,929 shares; 2025Q4: 7,637 shares; 2026Q1: 8,042 shares; 2026Q2: 8,755 shares 8,755 $373K 0.02% +713 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: not reported; 2025Q4: not reported; 2026Q1: 433 shares; 2026Q2: 440 shares 440 $361K 0.02% +7 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,259 shares; 2025Q1: 2,281 shares; 2025Q2: 1,986 shares; 2025Q3: 1,965 shares; 2025Q4: 3,302 shares; 2026Q1: 3,234 shares; 2026Q2: 3,611 shares 3,611 $359K 0.02% +377 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,366 shares; 2025Q4: 14,438 shares; 2026Q1: 13,751 shares; 2026Q2: 7,255 shares 7,255 $357K 0.02% -6,496 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,694 shares; 2024Q4: 8,495 shares; 2025Q1: 8,082 shares; 2025Q2: 7,006 shares; 2025Q3: 6,902 shares; 2025Q4: 6,321 shares; 2026Q1: 5,836 shares; 2026Q2: 5,594 shares 5,594 $357K 0.02% -242 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,499 shares; 2025Q2: 157,264 shares; 2025Q3: 302,360 shares; 2025Q4: 308,147 shares; 2026Q1: 25,832 shares; 2026Q2: 5,847 shares 5,847 $355K 0.02% -19,985 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 840 shares; 2025Q3: 1,061 shares; 2025Q4: 983 shares; 2026Q1: 991 shares; 2026Q2: 1,005 shares 1,005 $354K 0.02% +14 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,338 shares; 2025Q3: 4,338 shares; 2025Q4: 4,337 shares; 2026Q1: 4,400 shares; 2026Q2: 4,399 shares 4,399 $349K 0.02% -1 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,233 shares; 2024Q4: 24,938 shares; 2025Q1: 24,995 shares; 2025Q2: 15,814 shares; 2025Q3: 16,830 shares; 2025Q4: 17,490 shares; 2026Q1: 13,019 shares; 2026Q2: 2,968 shares 2,968 $349K 0.02% -10,051 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,700 shares; 2024Q4: 8,476 shares; 2025Q1: 8,211 shares; 2025Q2: 7,839 shares; 2025Q3: 7,853 shares; 2025Q4: 7,669 shares; 2026Q1: 7,669 shares; 2026Q2: 7,669 shares 7,669 $347K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 583 shares; 2025Q3: 635 shares; 2025Q4: 1,114 shares; 2026Q1: 1,163 shares; 2026Q2: 1,061 shares 1,061 $346K 0.02% -102 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: 7,533 shares; 2024Q4: 7,790 shares; 2025Q1: 4,802 shares; 2025Q2: 3,809 shares; 2025Q3: 3,756 shares; 2025Q4: 3,227 shares; 2026Q1: 2,907 shares; 2026Q2: 2,738 shares 2,738 $343K 0.02% -169 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 1,888 shares; 2025Q4: 1,946 shares; 2026Q1: 1,992 shares; 2026Q2: 1,989 shares 1,989 $340K 0.02% -3 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 4,272 shares; 2025Q4: 5,047 shares; 2026Q1: 4,460 shares; 2026Q2: 4,460 shares 4,460 $337K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,242 shares; 2025Q4: 1,243 shares; 2026Q1: 1,225 shares; 2026Q2: 1,236 shares 1,236 $331K 0.02% +11 Timeline OVV OVINTIV INC More: the full row for OVINTIV 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: 6,934 shares; 2025Q4: 6,102 shares; 2026Q1: 6,113 shares; 2026Q2: 6,196 shares 6,196 $328K 0.02% +83 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: not reported; 2024Q4: 2,174 shares; 2025Q1: 2,262 shares; 2025Q2: 2,410 shares; 2025Q3: 2,496 shares; 2025Q4: 2,613 shares; 2026Q1: 2,694 shares; 2026Q2: 2,706 shares 2,706 $322K 0.02% +12 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,076 shares; 2024Q4: 2,003 shares; 2025Q1: 2,001 shares; 2025Q2: 1,976 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares; 2026Q1: 1,823 shares; 2026Q2: 1,823 shares 1,823 $321K 0.02% 0 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: 2,841 shares; 2024Q4: 3,080 shares; 2025Q1: 2,987 shares; 2025Q2: 3,120 shares; 2025Q3: 3,196 shares; 2025Q4: not reported; 2026Q1: 2,499 shares; 2026Q2: 2,421 shares 2,421 $317K 0.02% -78 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,822 shares; 2024Q4: 13,027 shares; 2025Q1: 16,939 shares; 2025Q2: 17,004 shares; 2025Q3: 13,885 shares; 2025Q4: 14,309 shares; 2026Q1: 14,333 shares; 2026Q2: 14,333 shares 14,333 $317K 0.02% 0 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: 6,785 shares; 2024Q4: 15,956 shares; 2025Q1: 14,028 shares; 2025Q2: 15,151 shares; 2025Q3: 14,806 shares; 2025Q4: 14,474 shares; 2026Q1: 11,489 shares; 2026Q2: 7,354 shares 7,354 $311K 0.02% -4,135 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,682 shares 1,682 $309K 0.02% new Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,763 shares; 2025Q4: 9,789 shares; 2026Q1: 8,136 shares; 2026Q2: 6,155 shares 6,155 $309K 0.02% -1,981 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295 shares; 2024Q4: 296 shares; 2025Q1: 298 shares; 2025Q2: 297 shares; 2025Q3: 245 shares; 2025Q4: 729 shares; 2026Q1: 743 shares; 2026Q2: 757 shares 757 $308K 0.02% +14 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,771 shares 5,771 $307K 0.02% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,681 shares; 2025Q3: 1,586 shares; 2025Q4: 1,760 shares; 2026Q1: 1,747 shares; 2026Q2: 1,778 shares 1,778 $306K 0.02% +31 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,962 shares 6,962 $305K 0.02% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,050 shares; 2024Q4: 8,921 shares; 2025Q1: 8,805 shares; 2025Q2: 8,770 shares; 2025Q3: 8,693 shares; 2025Q4: 8,706 shares; 2026Q1: 8,693 shares; 2026Q2: 8,594 shares 8,594 $302K 0.02% -99 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,903 shares; 2025Q3: 3,898 shares; 2025Q4: not reported; 2026Q1: 1,490 shares; 2026Q2: 1,503 shares 1,503 $296K 0.02% +13 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,535 shares; 2025Q2: 2,490 shares; 2025Q3: 2,446 shares; 2025Q4: 2,435 shares; 2026Q1: 2,755 shares; 2026Q2: 2,755 shares 2,755 $284K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 241 shares; 2025Q2: 218 shares; 2025Q3: 257 shares; 2025Q4: 266 shares; 2026Q1: 308 shares; 2026Q2: 284 shares 284 $283K 0.02% -24 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: 2,927 shares; 2025Q2: not reported; 2025Q3: 2,866 shares; 2025Q4: 2,865 shares; 2026Q1: 3,136 shares; 2026Q2: 3,195 shares 3,195 $282K 0.02% +59 Timeline IWL 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: 1,730 shares; 2026Q2: 1,526 shares 1,526 $282K 0.02% -204 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,560 shares; 2024Q4: 5,560 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 5,560 shares; 2025Q4: 5,560 shares; 2026Q1: 5,560 shares; 2026Q2: 5,560 shares 5,560 $276K 0.02% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 2,757 shares; 2026Q2: 2,739 shares 2,739 $273K 0.02% -18 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares; 2026Q1: 1,136 shares; 2026Q2: 1,096 shares 1,096 $272K 0.02% -40 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,319 shares; 2025Q2: 6,312 shares; 2025Q3: 6,232 shares; 2025Q4: 6,052 shares; 2026Q1: 3,350 shares; 2026Q2: 2,793 shares 2,793 $272K 0.02% -557 Timeline IBTJ 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: 10,510 shares; 2025Q2: 9,241 shares; 2025Q3: not reported; 2025Q4: 12,404 shares; 2026Q1: 12,389 shares; 2026Q2: 12,389 shares 12,389 $268K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 491 shares; 2025Q4: 558 shares; 2026Q1: 567 shares; 2026Q2: 486 shares 486 $267K 0.02% -81 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,220 shares; 2025Q3: 3,301 shares; 2025Q4: not reported; 2026Q1: 2,996 shares; 2026Q2: 3,015 shares 3,015 $255K 0.02% +19 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: 1,443 shares; 2026Q2: 1,442 shares 1,442 $255K 0.02% -1 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,324 shares; 2024Q4: 46,604 shares; 2025Q1: 57,434 shares; 2025Q2: 58,236 shares; 2025Q3: 60,113 shares; 2025Q4: 60,062 shares; 2026Q1: 7,206 shares; 2026Q2: 2,624 shares 2,624 $252K 0.02% -4,582 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,836 shares; 2026Q2: 2,857 shares 2,857 $251K 0.02% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 813 shares; 2026Q2: 794 shares 794 $249K 0.02% -19 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,116 shares; 2025Q3: 1,749 shares; 2025Q4: not reported; 2026Q1: 1,580 shares; 2026Q2: 1,496 shares 1,496 $246K 0.02% -84 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 1,354 shares; 2026Q2: 1,354 shares 1,354 $244K 0.02% 0 Timeline DIVB 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: 3,903 shares; 2026Q2: 3,849 shares 3,849 $244K 0.02% -54 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,494 shares; 2026Q2: 1,534 shares 1,534 $236K 0.02% +40 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,169 shares; 2024Q4: 4,911 shares; 2025Q1: 4,503 shares; 2025Q2: not reported; 2025Q3: 3,092 shares; 2025Q4: 3,084 shares; 2026Q1: 3,101 shares; 2026Q2: 3,147 shares 3,147 $234K 0.02% +46 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: 9,488 shares; 2024Q4: 9,619 shares; 2025Q1: 9,429 shares; 2025Q2: 10,076 shares; 2025Q3: 10,888 shares; 2025Q4: 10,942 shares; 2026Q1: 11,195 shares; 2026Q2: 10,046 shares 10,046 $232K 0.02% -1,149 Timeline DSI 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: 1,759 shares; 2025Q3: 1,734 shares; 2025Q4: 1,746 shares; 2026Q1: 1,655 shares; 2026Q2: 1,617 shares 1,617 $229K 0.02% -38 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,519 shares; 2024Q4: 2,522 shares; 2025Q1: 2,037 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 2,170 shares; 2026Q1: 2,027 shares; 2026Q2: 2,027 shares 2,027 $226K 0.02% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 4,500 shares 4,500 $225K 0.01% -1,500 Timeline VWOB 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: 5,961 shares; 2024Q4: 7,466 shares; 2025Q1: 7,660 shares; 2025Q2: 9,492 shares; 2025Q3: 9,294 shares; 2025Q4: 9,132 shares; 2026Q1: 4,961 shares; 2026Q2: 3,337 shares 3,337 $224K 0.01% -1,624 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 324 shares; 2025Q3: 345 shares; 2025Q4: 343 shares; 2026Q1: not reported; 2026Q2: 793 shares 793 $218K 0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,169 shares; 2025Q1: not reported; 2025Q2: 1,191 shares; 2025Q3: 1,204 shares; 2025Q4: not reported; 2026Q1: 1,238 shares; 2026Q2: 1,258 shares 1,258 $218K 0.01% +20 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,858 shares; 2024Q4: 7,471 shares; 2025Q1: 4,730 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,040 shares; 2026Q1: 1,885 shares; 2026Q2: 1,606 shares 1,606 $218K 0.01% -279 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET 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: 4,914 shares; 2026Q2: 4,922 shares 4,922 $217K 0.01% +8 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,722 shares; 2024Q4: 64,329 shares; 2025Q1: 8,684 shares; 2025Q2: not reported; 2025Q3: 3,796 shares; 2025Q4: not reported; 2026Q1: 3,740 shares; 2026Q2: 3,406 shares 3,406 $212K 0.01% -334 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: not reported; 2026Q1: not reported; 2026Q2: 4,476 shares 4,476 $211K 0.01% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,269 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,964 shares 5,964 $203K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,323 shares; 2025Q3: 2,613 shares; 2025Q4: 2,577 shares; 2026Q1: 2,733 shares; 2026Q2: 2,733 shares 2,733 $203K 0.01% 0 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: 115 shares 115 $201K 0.01% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 816 shares 816 $200K 0.01% new Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,551 shares; 2024Q4: 24,551 shares; 2025Q1: 24,551 shares; 2025Q2: 24,551 shares; 2025Q3: 24,551 shares; 2025Q4: 24,551 shares; 2026Q1: 24,551 shares; 2026Q2: 24,551 shares 24,551 $77.6K 0.01% 0 Timeline BMEA BIOMEA FUSION INC More: the full row for BIOMEA FUSION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,468 shares; 2025Q3: 11,468 shares; 2025Q4: 11,468 shares; 2026Q1: 15,818 shares; 2026Q2: 15,818 shares 15,818 $22.3K <0.01% 0 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE 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: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $10.7K <0.01% 0 Timeline