GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470,639 shares; 2024Q4: 468,441 shares; 2025Q1: 467,855 shares; 2025Q2: 443,132 shares; 2025Q3: 427,512 shares; 2025Q4: 433,062 shares; 2026Q1: 426,203 shares; 2026Q2: 418,449 shares 418,449 $148M 5.76% -7,754 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: 470,369 shares; 2024Q4: 472,585 shares; 2025Q1: 473,483 shares; 2025Q2: 468,094 shares; 2025Q3: 461,186 shares; 2025Q4: 480,297 shares; 2026Q1: 473,172 shares; 2026Q2: 464,689 shares 464,689 $93M 3.62% -8,483 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: 304,548 shares; 2024Q4: 301,667 shares; 2025Q1: 299,847 shares; 2025Q2: 282,298 shares; 2025Q3: 286,657 shares; 2025Q4: 286,935 shares; 2026Q1: 284,387 shares; 2026Q2: 284,343 shares 284,343 $82.3M 3.2% -44 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: 253,594 shares; 2024Q4: 254,015 shares; 2025Q1: 255,007 shares; 2025Q2: 307,645 shares; 2025Q3: 305,209 shares; 2025Q4: 315,372 shares; 2026Q1: 339,672 shares; 2026Q2: 340,030 shares 340,030 $81M 3.16% +358 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: 238,855 shares; 2024Q4: 237,642 shares; 2025Q1: 234,888 shares; 2025Q2: 231,664 shares; 2025Q3: 225,772 shares; 2025Q4: 241,411 shares; 2026Q1: 238,086 shares; 2026Q2: 217,171 shares 217,171 $81M 3.15% -20,915 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: 348,790 shares; 2024Q4: 342,580 shares; 2025Q1: 276,948 shares; 2025Q2: 270,274 shares; 2025Q3: 255,036 shares; 2025Q4: 257,266 shares; 2026Q1: 218,422 shares; 2026Q2: 212,959 shares 212,959 $80.4M 3.13% -5,463 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,948 shares; 2024Q4: 184,298 shares; 2025Q1: 184,171 shares; 2025Q2: 182,164 shares; 2025Q3: 178,147 shares; 2025Q4: 191,466 shares; 2026Q1: 192,539 shares; 2026Q2: 182,105 shares 182,105 $62.1M 2.42% -10,434 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: 70,791 shares; 2024Q4: 69,451 shares; 2025Q1: 68,488 shares; 2025Q2: 67,863 shares; 2025Q3: 65,859 shares; 2025Q4: 68,667 shares; 2026Q1: 67,245 shares; 2026Q2: 66,032 shares 66,032 $61.8M 2.41% -1,213 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: 173,332 shares; 2024Q4: 170,545 shares; 2025Q1: 171,355 shares; 2025Q2: 170,147 shares; 2025Q3: 167,087 shares; 2025Q4: 176,208 shares; 2026Q1: 175,119 shares; 2026Q2: 171,069 shares 171,069 $56M 2.18% -4,050 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: 366,264 shares; 2024Q4: 377,127 shares; 2025Q1: 371,464 shares; 2025Q2: 356,816 shares; 2025Q3: 343,679 shares; 2025Q4: 365,335 shares; 2026Q1: 370,115 shares; 2026Q2: 371,712 shares 371,712 $55.1M 2.15% +1,597 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: 208,840 shares; 2024Q4: 207,335 shares; 2025Q1: 204,666 shares; 2025Q2: 203,371 shares; 2025Q3: 198,127 shares; 2025Q4: 212,903 shares; 2026Q1: 210,712 shares; 2026Q2: 209,735 shares 209,735 $53.3M 2.07% -977 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: 430,560 shares; 2024Q4: 432,577 shares; 2025Q1: 436,201 shares; 2025Q2: 427,103 shares; 2025Q3: 450,702 shares; 2025Q4: 503,602 shares; 2026Q1: 521,388 shares; 2026Q2: 540,179 shares 540,179 $51.6M 2.01% +18,791 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: 660,711 shares; 2024Q4: 682,763 shares; 2025Q1: 687,424 shares; 2025Q2: 620,416 shares; 2025Q3: 600,487 shares; 2025Q4: 608,201 shares; 2026Q1: 603,874 shares; 2026Q2: 602,154 shares 602,154 $46.4M 1.81% -1,720 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,100 shares; 2024Q4: 58,309 shares; 2025Q1: 56,911 shares; 2025Q2: 56,323 shares; 2025Q3: 56,154 shares; 2025Q4: 62,656 shares; 2026Q1: 62,460 shares; 2026Q2: 61,466 shares 61,466 $45.9M 1.79% -994 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: 147,881 shares; 2024Q4: 147,348 shares; 2025Q1: 144,812 shares; 2025Q2: 143,320 shares; 2025Q3: 137,853 shares; 2025Q4: 141,083 shares; 2026Q1: 139,194 shares; 2026Q2: 138,749 shares 138,749 $43.7M 1.7% -445 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: 131,467 shares; 2024Q4: 130,693 shares; 2025Q1: 128,583 shares; 2025Q2: 126,923 shares; 2025Q3: 123,442 shares; 2025Q4: 132,858 shares; 2026Q1: 122,555 shares; 2026Q2: 122,542 shares 122,542 $42M 1.64% -13 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: 120,378 shares; 2024Q4: 120,952 shares; 2025Q1: 115,502 shares; 2025Q2: 101,625 shares; 2025Q3: 105,166 shares; 2025Q4: 109,436 shares; 2026Q1: 103,603 shares; 2026Q2: 100,825 shares 100,825 $36M 1.4% -2,778 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: 207,971 shares; 2024Q4: 202,325 shares; 2025Q1: 201,423 shares; 2025Q2: 197,468 shares; 2025Q3: 190,935 shares; 2025Q4: 206,278 shares; 2026Q1: 206,274 shares; 2026Q2: 202,062 shares 202,062 $35.6M 1.39% -4,212 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: 98,585 shares; 2024Q4: 99,281 shares; 2025Q1: 98,666 shares; 2025Q2: 99,195 shares; 2025Q3: 95,384 shares; 2025Q4: 102,427 shares; 2026Q1: 102,571 shares; 2026Q2: 103,675 shares 103,675 $35.3M 1.38% +1,104 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,558 shares; 2024Q4: 108,317 shares; 2025Q1: 107,772 shares; 2025Q2: 108,385 shares; 2025Q3: 103,680 shares; 2025Q4: 116,082 shares; 2026Q1: 95,827 shares; 2026Q2: 93,673 shares 93,673 $34.5M 1.34% -2,154 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: 92,509 shares; 2024Q4: 106,620 shares; 2025Q1: 105,308 shares; 2025Q2: 105,437 shares; 2025Q3: 105,087 shares; 2025Q4: 84,354 shares; 2026Q1: 83,211 shares; 2026Q2: 81,938 shares 81,938 $27.7M 1.08% -1,273 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: 54,134 shares; 2024Q4: 53,454 shares; 2025Q1: 52,639 shares; 2025Q2: 51,616 shares; 2025Q3: 49,305 shares; 2025Q4: 52,426 shares; 2026Q1: 50,426 shares; 2026Q2: 50,518 shares 50,518 $25.9M 1.01% +92 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: 236,169 shares; 2024Q4: 237,660 shares; 2025Q1: 234,062 shares; 2025Q2: 232,664 shares; 2025Q3: 223,162 shares; 2025Q4: 241,771 shares; 2026Q1: 242,629 shares; 2026Q2: 279,684 shares 279,684 $25.4M 0.99% +37,055 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: 224,123 shares; 2024Q4: 225,635 shares; 2025Q1: 249,305 shares; 2025Q2: 261,673 shares; 2025Q3: 290,668 shares; 2025Q4: 331,150 shares; 2026Q1: 339,275 shares; 2026Q2: 355,041 shares 355,041 $25.3M 0.98% +15,766 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,563 shares; 2024Q4: 26,782 shares; 2025Q1: 26,992 shares; 2025Q2: 27,339 shares; 2025Q3: 28,499 shares; 2025Q4: 29,762 shares; 2026Q1: 30,387 shares; 2026Q2: 33,396 shares 33,396 $25M 0.97% +3,009 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: 22,383 shares; 2024Q4: 22,323 shares; 2025Q1: 23,035 shares; 2025Q2: 22,802 shares; 2025Q3: 20,923 shares; 2025Q4: 22,441 shares; 2026Q1: 20,424 shares; 2026Q2: 20,347 shares 20,347 $24.4M 0.95% -77 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: 83,653 shares; 2024Q4: 84,828 shares; 2025Q1: 87,553 shares; 2025Q2: 109,293 shares; 2025Q3: 107,943 shares; 2025Q4: 122,734 shares; 2026Q1: 121,195 shares; 2026Q2: 124,452 shares 124,452 $23.6M 0.92% +3,257 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,919 shares; 2024Q4: 242,259 shares; 2025Q1: 236,884 shares; 2025Q2: 243,654 shares; 2025Q3: 243,531 shares; 2025Q4: 261,925 shares; 2026Q1: 261,536 shares; 2026Q2: 263,320 shares 263,320 $22.1M 0.86% +1,784 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: 243,255 shares; 2024Q4: 243,131 shares; 2025Q1: 175,007 shares; 2025Q2: 164,012 shares; 2025Q3: 161,922 shares; 2025Q4: 175,588 shares; 2026Q1: 166,969 shares; 2026Q2: 162,052 shares 162,052 $21.9M 0.85% -4,917 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,702 shares; 2025Q4: 78,076 shares; 2026Q1: 101,885 shares; 2026Q2: 108,726 shares 108,726 $21.8M 0.85% +6,841 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: 269,761 shares; 2024Q4: 269,792 shares; 2025Q1: 267,998 shares; 2025Q2: 280,305 shares; 2025Q3: 276,016 shares; 2025Q4: 275,989 shares; 2026Q1: 273,612 shares; 2026Q2: 267,641 shares 267,641 $21.8M 0.85% -5,971 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: 174,749 shares; 2024Q4: 171,007 shares; 2025Q1: 171,011 shares; 2025Q2: 170,057 shares; 2025Q3: 174,033 shares; 2025Q4: 180,617 shares; 2026Q1: 148,772 shares; 2026Q2: 147,204 shares 147,204 $21.6M 0.84% -1,568 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: 62,555 shares; 2024Q4: 62,962 shares; 2025Q1: 62,875 shares; 2025Q2: 62,513 shares; 2025Q3: 61,006 shares; 2025Q4: 63,697 shares; 2026Q1: 64,917 shares; 2026Q2: 60,835 shares 60,835 $21.5M 0.84% -4,082 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: 49,781 shares; 2024Q4: 69,939 shares; 2025Q1: 114,781 shares; 2025Q2: 126,610 shares; 2025Q3: 120,892 shares; 2025Q4: 147,373 shares; 2026Q1: 148,935 shares; 2026Q2: 152,055 shares 152,055 $21.3M 0.83% +3,120 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,071 shares; 2024Q4: 39,946 shares; 2025Q1: 41,768 shares; 2025Q2: 41,467 shares; 2025Q3: 40,973 shares; 2025Q4: 42,442 shares; 2026Q1: 41,863 shares; 2026Q2: 42,333 shares 42,333 $21.2M 0.83% +470 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,559 shares; 2024Q4: 5,805 shares; 2025Q1: 5,969 shares; 2025Q2: 5,959 shares; 2025Q3: 5,825 shares; 2025Q4: 6,476 shares; 2026Q1: 6,491 shares; 2026Q2: 6,569 shares 6,569 $21M 0.82% +78 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: 36,675 shares; 2024Q4: 36,629 shares; 2025Q1: 37,528 shares; 2025Q2: 37,250 shares; 2025Q3: 37,113 shares; 2025Q4: 39,177 shares; 2026Q1: 37,386 shares; 2026Q2: 37,262 shares 37,262 $21M 0.82% -124 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,291 shares; 2024Q4: 86,161 shares; 2025Q1: 85,811 shares; 2025Q2: 85,381 shares; 2025Q3: 82,770 shares; 2025Q4: 92,095 shares; 2026Q1: 91,900 shares; 2026Q2: 92,482 shares 92,482 $20.6M 0.8% +582 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: 86,982 shares; 2024Q4: 86,553 shares; 2025Q1: 85,223 shares; 2025Q2: 83,909 shares; 2025Q3: 80,342 shares; 2025Q4: 78,259 shares; 2026Q1: 77,905 shares; 2026Q2: 74,412 shares 74,412 $20.1M 0.78% -3,493 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: 2,955 shares; 2025Q2: 136,790 shares; 2025Q3: 240,569 shares; 2025Q4: 249,230 shares; 2026Q1: 226,587 shares; 2026Q2: 271,677 shares 271,677 $19.6M 0.76% +45,090 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,050 shares; 2025Q4: 44,359 shares; 2026Q1: 344,274 shares; 2026Q2: 343,445 shares 343,445 $18.3M 0.71% -829 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: 142,123 shares; 2024Q4: 195,896 shares; 2025Q1: 208,912 shares; 2025Q2: 221,072 shares; 2025Q3: 220,712 shares; 2025Q4: 223,514 shares; 2026Q1: 221,240 shares; 2026Q2: 219,282 shares 219,282 $18.1M 0.71% -1,958 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: 123,036 shares; 2024Q4: 122,982 shares; 2025Q1: 123,537 shares; 2025Q2: 123,565 shares; 2025Q3: 122,521 shares; 2025Q4: 135,621 shares; 2026Q1: 134,642 shares; 2026Q2: 129,699 shares 129,699 $17.7M 0.69% -4,943 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,915 shares; 2024Q4: 65,015 shares; 2025Q1: 76,060 shares; 2025Q2: 142,500 shares; 2025Q3: 174,335 shares; 2025Q4: 253,182 shares; 2026Q1: 280,702 shares; 2026Q2: 312,202 shares 312,202 $15.8M 0.62% +31,500 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,802 shares; 2026Q2: 81,276 shares 81,276 $15.4M 0.6% +2,474 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: 201,936 shares; 2024Q4: 178,591 shares; 2025Q1: 177,061 shares; 2025Q2: 145,181 shares; 2025Q3: 143,276 shares; 2025Q4: 141,803 shares; 2026Q1: 139,393 shares; 2026Q2: 138,943 shares 138,943 $15M 0.58% -450 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,220 shares; 2024Q4: 117,110 shares; 2025Q1: 132,710 shares; 2025Q2: 164,260 shares; 2025Q3: 165,290 shares; 2025Q4: 201,640 shares; 2026Q1: 229,810 shares; 2026Q2: 285,335 shares 285,335 $14.6M 0.57% +55,525 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: 125,406 shares; 2024Q4: 124,841 shares; 2025Q1: 126,286 shares; 2025Q2: 119,766 shares; 2025Q3: 120,418 shares; 2025Q4: 135,818 shares; 2026Q1: 135,426 shares; 2026Q2: 135,426 shares 135,426 $14.1M 0.55% 0 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: 187,091 shares; 2024Q4: 184,264 shares; 2025Q1: 185,264 shares; 2025Q2: 187,778 shares; 2025Q3: 164,903 shares; 2025Q4: 149,714 shares; 2026Q1: 148,683 shares; 2026Q2: 144,873 shares 144,873 $13.9M 0.54% -3,810 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,884 shares; 2024Q4: 277,334 shares; 2025Q1: 274,267 shares; 2025Q2: 258,112 shares; 2025Q3: 241,514 shares; 2025Q4: 254,352 shares; 2026Q1: 253,435 shares; 2026Q2: 253,912 shares 253,912 $13.6M 0.53% +477 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: 50,645 shares; 2024Q4: 50,214 shares; 2025Q1: 49,864 shares; 2025Q2: 50,264 shares; 2025Q3: 49,499 shares; 2025Q4: 48,018 shares; 2026Q1: 48,615 shares; 2026Q2: 49,293 shares 49,293 $13.4M 0.52% +678 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,427 shares; 2024Q4: 47,633 shares; 2025Q1: 48,917 shares; 2025Q2: 48,178 shares; 2025Q3: 37,581 shares; 2025Q4: 38,988 shares; 2026Q1: 43,336 shares; 2026Q2: 85,183 shares 85,183 $13.3M 0.52% +41,847 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: 148,141 shares; 2024Q4: 145,918 shares; 2025Q1: 147,479 shares; 2025Q2: 145,417 shares; 2025Q3: 144,192 shares; 2025Q4: 144,435 shares; 2026Q1: 138,533 shares; 2026Q2: 144,257 shares 144,257 $12.7M 0.49% +5,724 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: 33,976 shares; 2024Q4: 35,328 shares; 2025Q1: 35,117 shares; 2025Q2: 35,299 shares; 2025Q3: 35,393 shares; 2025Q4: 38,368 shares; 2026Q1: 37,423 shares; 2026Q2: 39,904 shares 39,904 $12.1M 0.47% +2,481 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: 41,547 shares; 2024Q4: 40,912 shares; 2025Q1: 39,467 shares; 2025Q2: 38,741 shares; 2025Q3: 38,683 shares; 2025Q4: 39,951 shares; 2026Q1: 39,993 shares; 2026Q2: 40,413 shares 40,413 $11.3M 0.44% +420 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,222 shares; 2024Q4: 92,827 shares; 2025Q1: 92,561 shares; 2025Q2: 92,066 shares; 2025Q3: 92,035 shares; 2025Q4: 96,864 shares; 2026Q1: 98,061 shares; 2026Q2: 90,271 shares 90,271 $11.2M 0.44% -7,790 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: 28,206 shares; 2024Q4: 28,458 shares; 2025Q1: 28,748 shares; 2025Q2: 29,057 shares; 2025Q3: 29,052 shares; 2025Q4: 31,191 shares; 2026Q1: 31,971 shares; 2026Q2: 133,449 shares 133,449 $10.8M 0.42% +101,478 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: 30,938 shares; 2024Q4: 29,877 shares; 2025Q1: 29,796 shares; 2025Q2: 29,212 shares; 2025Q3: 28,837 shares; 2025Q4: 28,596 shares; 2026Q1: 27,975 shares; 2026Q2: 28,726 shares 28,726 $10.6M 0.41% +751 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,660 shares; 2024Q4: 143,635 shares; 2025Q1: 154,535 shares; 2025Q2: 162,235 shares; 2025Q3: 161,635 shares; 2025Q4: 182,185 shares; 2026Q1: 191,485 shares; 2026Q2: 202,885 shares 202,885 $10.4M 0.4% +11,400 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: 31,871 shares; 2024Q4: 32,129 shares; 2025Q1: 33,931 shares; 2025Q2: 32,836 shares; 2025Q3: 29,137 shares; 2025Q4: 28,746 shares; 2026Q1: 24,947 shares; 2026Q2: 24,620 shares 24,620 $10.2M 0.4% -327 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,081 shares; 2024Q4: 14,011 shares; 2025Q1: 13,866 shares; 2025Q2: 13,733 shares; 2025Q3: 13,488 shares; 2025Q4: 14,568 shares; 2026Q1: 14,362 shares; 2026Q2: 14,342 shares 14,342 $10.1M 0.39% -20 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,319 shares; 2024Q4: 91,169 shares; 2025Q1: 90,329 shares; 2025Q2: 90,384 shares; 2025Q3: 88,244 shares; 2025Q4: 98,894 shares; 2026Q1: 99,270 shares; 2026Q2: 98,751 shares 98,751 $9.57M 0.37% -519 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: 7,017 shares; 2024Q4: 7,054 shares; 2025Q1: 7,154 shares; 2025Q2: 7,149 shares; 2025Q3: 6,978 shares; 2025Q4: 6,951 shares; 2026Q1: 6,951 shares; 2026Q2: 7,001 shares 7,001 $9.52M 0.37% +50 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,834 shares; 2024Q4: 80,259 shares; 2025Q1: 78,099 shares; 2025Q2: 75,945 shares; 2025Q3: 75,856 shares; 2025Q4: 77,472 shares; 2026Q1: 77,283 shares; 2026Q2: 76,832 shares 76,832 $9.46M 0.37% -451 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: 112,782 shares; 2024Q4: 82,437 shares; 2025Q1: 79,742 shares; 2025Q2: 80,502 shares; 2025Q3: 76,692 shares; 2025Q4: 79,983 shares; 2026Q1: 80,375 shares; 2026Q2: 83,979 shares 83,979 $8.31M 0.32% +3,604 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,622 shares; 2024Q4: 33,622 shares; 2025Q1: 33,574 shares; 2025Q2: 33,444 shares; 2025Q3: 33,397 shares; 2025Q4: 32,461 shares; 2026Q1: 32,406 shares; 2026Q2: 31,336 shares 31,336 $8.19M 0.32% -1,070 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,547 shares; 2024Q4: 8,547 shares; 2025Q1: 8,547 shares; 2025Q2: 17,609 shares; 2025Q3: 17,609 shares; 2025Q4: 85,076 shares; 2026Q1: 74,964 shares; 2026Q2: 70,388 shares 70,388 $8.09M 0.32% -4,576 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: 3,132 shares; 2024Q4: 3,147 shares; 2025Q1: 3,167 shares; 2025Q2: 3,194 shares; 2025Q3: 3,199 shares; 2025Q4: 3,315 shares; 2026Q1: 6,695 shares; 2026Q2: 6,864 shares 6,864 $8.06M 0.31% +169 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,724 shares; 2024Q4: 90,829 shares; 2025Q1: 85,329 shares; 2025Q2: 84,832 shares; 2025Q3: 92,758 shares; 2025Q4: 90,275 shares; 2026Q1: 64,873 shares; 2026Q2: 66,521 shares 66,521 $7.83M 0.3% +1,648 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: 36,074 shares; 2024Q4: 36,040 shares; 2025Q1: 37,176 shares; 2025Q2: 37,069 shares; 2025Q3: 46,505 shares; 2025Q4: 46,269 shares; 2026Q1: 47,251 shares; 2026Q2: 46,629 shares 46,629 $7.73M 0.3% -622 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,880 shares; 2024Q4: 102,155 shares; 2025Q1: 108,005 shares; 2025Q2: 128,868 shares; 2025Q3: 127,387 shares; 2025Q4: 150,812 shares; 2026Q1: 151,937 shares; 2026Q2: 152,550 shares 152,550 $7.72M 0.3% +613 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: 28,986 shares; 2024Q4: 28,916 shares; 2025Q1: 28,686 shares; 2025Q2: 28,778 shares; 2025Q3: 27,430 shares; 2025Q4: 28,896 shares; 2026Q1: 28,873 shares; 2026Q2: 28,389 shares 28,389 $7.67M 0.3% -484 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: 2,974 shares; 2026Q1: 3,048 shares; 2026Q2: 6,502 shares 6,502 $7.51M 0.29% +3,454 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: 3,992 shares; 2024Q4: 9,455 shares; 2025Q1: 10,132 shares; 2025Q2: 10,228 shares; 2025Q3: 10,282 shares; 2025Q4: 105,150 shares; 2026Q1: 105,433 shares; 2026Q2: 104,495 shares 104,495 $7.46M 0.29% -938 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,713 shares; 2024Q4: 50,203 shares; 2025Q1: 55,828 shares; 2025Q2: 65,049 shares; 2025Q3: 59,577 shares; 2025Q4: 69,057 shares; 2026Q1: 69,747 shares; 2026Q2: 69,722 shares 69,722 $7.42M 0.29% -25 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,997 shares; 2024Q4: 74,841 shares; 2025Q1: 38,031 shares; 2025Q2: 37,088 shares; 2025Q3: 35,593 shares; 2025Q4: 36,788 shares; 2026Q1: 37,545 shares; 2026Q2: 37,898 shares 37,898 $7.22M 0.28% +353 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: 65,847 shares; 2024Q4: 60,853 shares; 2025Q1: 60,888 shares; 2025Q2: 58,398 shares; 2025Q3: 55,272 shares; 2025Q4: 60,485 shares; 2026Q1: 58,833 shares; 2026Q2: 55,810 shares 55,810 $7.17M 0.28% -3,023 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,215 shares; 2024Q4: 12,585 shares; 2025Q1: 12,612 shares; 2025Q2: 26,287 shares; 2025Q3: 27,767 shares; 2025Q4: 29,660 shares; 2026Q1: 28,563 shares; 2026Q2: 29,447 shares 29,447 $7.15M 0.28% +884 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,238 shares; 2026Q2: 16,222 shares 16,222 $7M 0.27% +5,984 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: 18,922 shares; 2024Q4: 19,305 shares; 2025Q1: 19,807 shares; 2025Q2: 19,970 shares; 2025Q3: 17,597 shares; 2025Q4: 20,162 shares; 2026Q1: 20,088 shares; 2026Q2: 18,897 shares 18,897 $6.84M 0.27% -1,191 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: 44,328 shares; 2024Q4: 44,097 shares; 2025Q1: 43,535 shares; 2025Q2: 42,051 shares; 2025Q3: 41,979 shares; 2025Q4: 45,769 shares; 2026Q1: 45,045 shares; 2026Q2: 45,295 shares 45,295 $6.64M 0.26% +250 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,383 shares; 2024Q4: 67,443 shares; 2025Q1: 65,690 shares; 2025Q2: 64,690 shares; 2025Q3: 61,085 shares; 2025Q4: 65,084 shares; 2026Q1: 64,931 shares; 2026Q2: 63,888 shares 63,888 $6.53M 0.25% -1,043 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,505 shares; 2024Q4: 42,318 shares; 2025Q1: 41,753 shares; 2025Q2: 39,304 shares; 2025Q3: 38,558 shares; 2025Q4: 41,835 shares; 2026Q1: 41,050 shares; 2026Q2: 40,786 shares 40,786 $6.18M 0.24% -264 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: 24,577 shares; 2024Q4: 24,522 shares; 2025Q1: 24,362 shares; 2025Q2: 24,210 shares; 2025Q3: 23,525 shares; 2025Q4: 21,351 shares; 2026Q1: 21,225 shares; 2026Q2: 20,900 shares 20,900 $6.13M 0.24% -325 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: 11,471 shares; 2024Q4: 11,586 shares; 2025Q1: 10,908 shares; 2025Q2: 10,396 shares; 2025Q3: 10,355 shares; 2025Q4: 11,285 shares; 2026Q1: 11,169 shares; 2026Q2: 11,675 shares 11,675 $6.06M 0.24% +506 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: 25,482 shares; 2024Q4: 24,419 shares; 2025Q1: 24,719 shares; 2025Q2: 24,169 shares; 2025Q3: 23,602 shares; 2025Q4: 27,522 shares; 2026Q1: 26,812 shares; 2026Q2: 26,562 shares 26,562 $5.79M 0.23% -250 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: 9,563 shares; 2024Q4: 9,833 shares; 2025Q1: 9,981 shares; 2025Q2: 10,058 shares; 2025Q3: 13,063 shares; 2025Q4: 13,464 shares; 2026Q1: 13,494 shares; 2026Q2: 13,471 shares 13,471 $5.74M 0.22% -23 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,531 shares; 2024Q4: 124,531 shares; 2025Q1: 124,161 shares; 2025Q2: 124,041 shares; 2025Q3: 123,652 shares; 2025Q4: 115,638 shares; 2026Q1: 115,276 shares; 2026Q2: 113,140 shares 113,140 $5.64M 0.22% -2,136 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,650 shares; 2024Q4: 76,230 shares; 2025Q1: 84,300 shares; 2025Q2: 89,400 shares; 2025Q3: 97,610 shares; 2025Q4: 104,290 shares; 2026Q1: 116,590 shares; 2026Q2: 120,215 shares 120,215 $5.47M 0.21% +3,625 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: 56,479 shares; 2024Q4: 56,116 shares; 2025Q1: 56,540 shares; 2025Q2: 56,795 shares; 2025Q3: 55,762 shares; 2025Q4: 58,139 shares; 2026Q1: 62,069 shares; 2026Q2: 62,253 shares 62,253 $5.41M 0.21% +184 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: 33,502 shares; 2024Q4: 32,347 shares; 2025Q1: 32,147 shares; 2025Q2: 31,197 shares; 2025Q3: 30,830 shares; 2025Q4: 32,480 shares; 2026Q1: 32,730 shares; 2026Q2: 32,410 shares 32,410 $5.08M 0.2% -320 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: 20,011 shares; 2024Q4: 20,273 shares; 2025Q1: 20,848 shares; 2025Q2: 21,082 shares; 2025Q3: 19,250 shares; 2025Q4: 22,751 shares; 2026Q1: 20,111 shares; 2026Q2: 19,924 shares 19,924 $5.01M 0.2% -187 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: 12,585 shares; 2024Q4: 12,645 shares; 2025Q1: 12,692 shares; 2025Q2: 12,725 shares; 2025Q3: 12,556 shares; 2025Q4: 13,126 shares; 2026Q1: 12,971 shares; 2026Q2: 12,950 shares 12,950 $4.84M 0.19% -21 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,127 shares; 2024Q4: 79,741 shares; 2025Q1: 80,391 shares; 2025Q2: 78,188 shares; 2025Q3: 75,233 shares; 2025Q4: 78,045 shares; 2026Q1: 78,975 shares; 2026Q2: 77,475 shares 77,475 $4.73M 0.18% -1,500 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,828 shares; 2024Q4: 61,828 shares; 2025Q1: 70,225 shares; 2025Q2: 81,169 shares; 2025Q3: 81,736 shares; 2025Q4: 83,175 shares; 2026Q1: 87,200 shares; 2026Q2: 92,750 shares 92,750 $4.69M 0.18% +5,550 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: 148,607 shares; 2024Q4: 152,440 shares; 2025Q1: 150,137 shares; 2025Q2: 148,044 shares; 2025Q3: 147,601 shares; 2025Q4: 208,557 shares; 2026Q1: 203,828 shares; 2026Q2: 194,317 shares 194,317 $4.68M 0.18% -9,511 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: 39,290 shares; 2024Q4: 52,965 shares; 2025Q1: 56,275 shares; 2025Q2: 59,440 shares; 2025Q3: 61,592 shares; 2025Q4: 62,479 shares; 2026Q1: 60,777 shares; 2026Q2: 62,518 shares 62,518 $4.59M 0.18% +1,741 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: 33,101 shares; 2024Q4: 32,101 shares; 2025Q1: 31,733 shares; 2025Q2: 32,433 shares; 2025Q3: 32,373 shares; 2025Q4: 32,648 shares; 2026Q1: 28,748 shares; 2026Q2: 31,831 shares 31,831 $4.56M 0.18% +3,083 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,558 shares; 2024Q4: 26,698 shares; 2025Q1: 26,613 shares; 2025Q2: 25,512 shares; 2025Q3: 25,417 shares; 2025Q4: 26,407 shares; 2026Q1: 23,808 shares; 2026Q2: 23,862 shares 23,862 $4.54M 0.18% +54 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,280 shares; 2025Q3: 18,048 shares; 2025Q4: 19,165 shares; 2026Q1: 19,335 shares; 2026Q2: 19,540 shares 19,540 $4.43M 0.17% +205 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: 18,116 shares; 2024Q4: 20,453 shares; 2025Q1: 20,498 shares; 2025Q2: 19,113 shares; 2025Q3: 19,252 shares; 2025Q4: 16,067 shares; 2026Q1: 15,864 shares; 2026Q2: 15,657 shares 15,657 $4.4M 0.17% -207 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: 7,732 shares; 2024Q4: 7,732 shares; 2025Q1: 7,732 shares; 2025Q2: 7,645 shares; 2025Q3: 7,668 shares; 2025Q4: 7,217 shares; 2026Q1: 7,138 shares; 2026Q2: 6,055 shares 6,055 $4.38M 0.17% -1,083 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: 10,456 shares; 2024Q4: 11,519 shares; 2025Q1: 32,132 shares; 2025Q2: 36,037 shares; 2025Q3: 42,567 shares; 2025Q4: 57,896 shares; 2026Q1: 69,296 shares; 2026Q2: 73,294 shares 73,294 $4.37M 0.17% +3,998 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,859 shares; 2024Q4: 26,910 shares; 2025Q1: 26,302 shares; 2025Q2: 26,429 shares; 2025Q3: 26,276 shares; 2025Q4: 26,609 shares; 2026Q1: 26,204 shares; 2026Q2: 25,910 shares 25,910 $4.35M 0.17% -294 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: 12,984 shares; 2024Q4: 12,939 shares; 2025Q1: 12,904 shares; 2025Q2: 12,584 shares; 2025Q3: 12,584 shares; 2025Q4: 12,584 shares; 2026Q1: 12,524 shares; 2026Q2: 12,535 shares 12,535 $4.32M 0.17% +11 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: 4,666 shares; 2025Q1: 4,401 shares; 2025Q2: 4,277 shares; 2025Q3: 4,211 shares; 2025Q4: 4,543 shares; 2026Q1: 4,460 shares; 2026Q2: 4,460 shares 4,460 $4.29M 0.17% 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: 13,981 shares; 2024Q4: 13,931 shares; 2025Q1: 13,931 shares; 2025Q2: 14,121 shares; 2025Q3: 14,121 shares; 2025Q4: 14,521 shares; 2026Q1: 12,991 shares; 2026Q2: 14,230 shares 14,230 $4.24M 0.17% +1,239 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,196 shares; 2024Q4: 75,521 shares; 2025Q1: 74,694 shares; 2025Q2: 74,854 shares; 2025Q3: 74,779 shares; 2025Q4: 76,569 shares; 2026Q1: 78,693 shares; 2026Q2: 80,593 shares 80,593 $4.22M 0.16% +1,900 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: 19,948 shares; 2024Q4: 19,502 shares; 2025Q1: 19,331 shares; 2025Q2: 18,951 shares; 2025Q3: 18,951 shares; 2025Q4: 19,404 shares; 2026Q1: 17,492 shares; 2026Q2: 19,089 shares 19,089 $4.21M 0.16% +1,597 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,947 shares; 2024Q4: 3,917 shares; 2025Q1: 3,862 shares; 2025Q2: 3,852 shares; 2025Q3: 3,827 shares; 2025Q4: 3,837 shares; 2026Q1: 3,830 shares; 2026Q2: 3,664 shares 3,664 $4.15M 0.16% -166 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: 28,058 shares; 2024Q4: 28,502 shares; 2025Q1: 28,030 shares; 2025Q2: 28,030 shares; 2025Q3: 28,054 shares; 2025Q4: 29,070 shares; 2026Q1: 29,345 shares; 2026Q2: 29,548 shares 29,548 $4.13M 0.16% +203 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: 21,486 shares; 2024Q4: 21,456 shares; 2025Q1: 21,456 shares; 2025Q2: 21,456 shares; 2025Q3: 21,456 shares; 2025Q4: 24,040 shares; 2026Q1: 24,040 shares; 2026Q2: 23,528 shares 23,528 $4.09M 0.16% -512 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,097 shares; 2025Q3: 63,072 shares; 2025Q4: 79,920 shares; 2026Q1: 82,549 shares; 2026Q2: 87,890 shares 87,890 $4.05M 0.16% +5,341 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: 40,949 shares; 2024Q4: 46,949 shares; 2025Q1: 55,299 shares; 2025Q2: 60,399 shares; 2025Q3: 60,899 shares; 2025Q4: 69,499 shares; 2026Q1: 70,819 shares; 2026Q2: 79,619 shares 79,619 $4M 0.16% +8,800 Timeline CWI 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: 13,024 shares; 2024Q4: 14,214 shares; 2025Q1: 17,380 shares; 2025Q2: 19,132 shares; 2025Q3: 34,694 shares; 2025Q4: 64,041 shares; 2026Q1: 86,520 shares; 2026Q2: 97,497 shares 97,497 $3.97M 0.15% +10,977 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,684 shares; 2024Q4: 62,270 shares; 2025Q1: 61,473 shares; 2025Q2: 64,026 shares; 2025Q3: 66,736 shares; 2025Q4: 69,586 shares; 2026Q1: 70,256 shares; 2026Q2: 73,726 shares 73,726 $3.92M 0.15% +3,470 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 647 shares; 2024Q4: 647 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 807 shares; 2025Q4: 813 shares; 2026Q1: 5,164 shares; 2026Q2: 5,097 shares 5,097 $3.85M 0.15% -67 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: 17,506 shares; 2024Q4: 17,622 shares; 2025Q1: 18,263 shares; 2025Q2: 18,263 shares; 2025Q3: 17,013 shares; 2025Q4: 17,588 shares; 2026Q1: 17,557 shares; 2026Q2: 17,196 shares 17,196 $3.85M 0.15% -361 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,701 shares; 2024Q4: 4,776 shares; 2025Q1: 5,182 shares; 2025Q2: 5,286 shares; 2025Q3: 5,416 shares; 2025Q4: 5,391 shares; 2026Q1: 5,660 shares; 2026Q2: 10,224 shares 10,224 $3.71M 0.14% +4,564 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,612 shares; 2024Q4: 66,679 shares; 2025Q1: 71,506 shares; 2025Q2: 70,606 shares; 2025Q3: 69,606 shares; 2025Q4: 130,321 shares; 2026Q1: 130,705 shares; 2026Q2: 127,633 shares 127,633 $3.7M 0.14% -3,072 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,934 shares; 2025Q2: 22,609 shares; 2025Q3: 31,241 shares; 2025Q4: 41,225 shares; 2026Q1: 41,545 shares; 2026Q2: 40,845 shares 40,845 $3.62M 0.14% -700 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: 48,515 shares; 2024Q4: 48,515 shares; 2025Q1: 47,058 shares; 2025Q2: 48,010 shares; 2025Q3: 48,173 shares; 2025Q4: 36,273 shares; 2026Q1: 36,273 shares; 2026Q2: 36,273 shares 36,273 $3.5M 0.14% 0 Timeline XLRE 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: 78,130 shares; 2024Q4: 80,360 shares; 2025Q1: 80,119 shares; 2025Q2: 77,285 shares; 2025Q3: 77,005 shares; 2025Q4: 76,835 shares; 2026Q1: 78,046 shares; 2026Q2: 78,931 shares 78,931 $3.48M 0.14% +885 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,809 shares; 2024Q4: 59,166 shares; 2025Q1: 61,355 shares; 2025Q2: 59,589 shares; 2025Q3: 62,632 shares; 2025Q4: 67,338 shares; 2026Q1: 65,930 shares; 2026Q2: 68,833 shares 68,833 $3.43M 0.13% +2,903 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,462 shares; 2024Q4: 165,288 shares; 2025Q1: 163,011 shares; 2025Q2: 163,011 shares; 2025Q3: 160,444 shares; 2025Q4: 155,891 shares; 2026Q1: 153,095 shares; 2026Q2: 141,938 shares 141,938 $3.4M 0.13% -11,157 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,317 shares; 2024Q4: 10,730 shares; 2025Q1: 12,839 shares; 2025Q2: 13,166 shares; 2025Q3: 13,452 shares; 2025Q4: 14,212 shares; 2026Q1: 14,136 shares; 2026Q2: 14,359 shares 14,359 $3.39M 0.13% +223 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: 11,657 shares; 2024Q4: 20,632 shares; 2025Q1: 22,036 shares; 2025Q2: 23,376 shares; 2025Q3: 24,946 shares; 2025Q4: 26,555 shares; 2026Q1: 29,407 shares; 2026Q2: 31,375 shares 31,375 $3.21M 0.12% +1,968 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: 16,733 shares; 2024Q4: 16,433 shares; 2025Q1: 16,433 shares; 2025Q2: 16,208 shares; 2025Q3: 16,188 shares; 2025Q4: 17,210 shares; 2026Q1: 15,846 shares; 2026Q2: 17,061 shares 17,061 $3.15M 0.12% +1,215 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,735 shares; 2024Q4: 12,790 shares; 2025Q1: 18,458 shares; 2025Q2: 18,771 shares; 2025Q3: 18,574 shares; 2025Q4: 20,562 shares; 2026Q1: 20,126 shares; 2026Q2: 14,180 shares 14,180 $3.1M 0.12% -5,946 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: 17,035 shares; 2024Q4: 17,567 shares; 2025Q1: 20,235 shares; 2025Q2: 21,266 shares; 2025Q3: 22,023 shares; 2025Q4: 25,973 shares; 2026Q1: 25,975 shares; 2026Q2: 26,311 shares 26,311 $3.09M 0.12% +336 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: 6,338 shares; 2024Q4: 6,335 shares; 2025Q1: 6,352 shares; 2025Q2: 6,508 shares; 2025Q3: 6,523 shares; 2025Q4: 6,454 shares; 2026Q1: 6,404 shares; 2026Q2: 23,684 shares 23,684 $2.94M 0.11% +17,280 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,051 shares 5,051 $2.93M 0.11% new 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: 11,855 shares; 2024Q4: 11,820 shares; 2025Q1: 11,804 shares; 2025Q2: 11,756 shares; 2025Q3: 11,799 shares; 2025Q4: 12,319 shares; 2026Q1: 8,419 shares; 2026Q2: 7,176 shares 7,176 $2.92M 0.11% -1,243 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,036 shares; 2024Q4: 1,115 shares; 2025Q1: 1,170 shares; 2025Q2: 1,244 shares; 2025Q3: 1,258 shares; 2025Q4: 1,365 shares; 2026Q1: 1,351 shares; 2026Q2: 9,565 shares 9,565 $2.89M 0.11% +8,214 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: 21,107 shares; 2024Q4: 17,342 shares; 2025Q1: 18,020 shares; 2025Q2: 19,393 shares; 2025Q3: 20,728 shares; 2025Q4: 22,403 shares; 2026Q1: 22,732 shares; 2026Q2: 23,832 shares 23,832 $2.8M 0.11% +1,100 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: 23,669 shares; 2024Q4: 35,144 shares; 2025Q1: 37,868 shares; 2025Q2: 35,046 shares; 2025Q3: 40,059 shares; 2025Q4: 41,030 shares; 2026Q1: 65,357 shares; 2026Q2: 53,374 shares 53,374 $2.7M 0.11% -11,983 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: 1,271 shares; 2024Q4: 1,306 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,077 shares; 2025Q4: 2,326 shares; 2026Q1: 2,363 shares; 2026Q2: 2,484 shares 2,484 $2.65M 0.1% +121 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,600 shares; 2024Q4: 74,200 shares; 2025Q1: 84,600 shares; 2025Q2: 87,900 shares; 2025Q3: 95,000 shares; 2025Q4: 101,900 shares; 2026Q1: 102,900 shares; 2026Q2: 113,900 shares 113,900 $2.64M 0.1% +11,000 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,714 shares; 2024Q4: 18,340 shares; 2025Q1: 19,785 shares; 2025Q2: 20,800 shares; 2025Q3: 22,650 shares; 2025Q4: 27,967 shares; 2026Q1: 27,212 shares; 2026Q2: 28,062 shares 28,062 $2.62M 0.1% +850 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: 2,990 shares; 2024Q4: 3,116 shares; 2025Q1: 2,989 shares; 2025Q2: 3,481 shares; 2025Q3: 3,624 shares; 2025Q4: 4,026 shares; 2026Q1: 3,799 shares; 2026Q2: 3,799 shares 3,799 $2.61M 0.1% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,339 shares; 2024Q4: 30,061 shares; 2025Q1: 28,301 shares; 2025Q2: 27,672 shares; 2025Q3: 25,923 shares; 2025Q4: 26,559 shares; 2026Q1: 24,967 shares; 2026Q2: 12,693 shares 12,693 $2.6M 0.1% -12,274 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,150 shares; 2024Q4: 67,950 shares; 2025Q1: 73,350 shares; 2025Q2: 79,150 shares; 2025Q3: 81,300 shares; 2025Q4: 93,257 shares; 2026Q1: 96,057 shares; 2026Q2: 101,657 shares 101,657 $2.57M 0.1% +5,600 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,254 shares; 2024Q4: 28,834 shares; 2025Q1: 27,126 shares; 2025Q2: 26,841 shares; 2025Q3: 26,705 shares; 2025Q4: 28,151 shares; 2026Q1: 28,151 shares; 2026Q2: 28,154 shares 28,154 $2.55M 0.1% +3 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,034 shares; 2024Q4: 31,064 shares; 2025Q1: 31,725 shares; 2025Q2: 31,895 shares; 2025Q3: 31,355 shares; 2025Q4: 31,960 shares; 2026Q1: 30,410 shares; 2026Q2: 31,008 shares 31,008 $2.55M 0.1% +598 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: 29,600 shares; 2024Q4: 29,600 shares; 2025Q1: 29,450 shares; 2025Q2: 28,314 shares; 2025Q3: 32,036 shares; 2025Q4: 31,155 shares; 2026Q1: 30,705 shares; 2026Q2: 30,610 shares 30,610 $2.54M 0.1% -95 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: 18,850 shares; 2024Q4: 18,894 shares; 2025Q1: 19,892 shares; 2025Q2: 19,817 shares; 2025Q3: 19,792 shares; 2025Q4: 20,942 shares; 2026Q1: 20,867 shares; 2026Q2: 20,910 shares 20,910 $2.45M 0.1% +43 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: 13,910 shares; 2024Q4: 13,910 shares; 2025Q1: 13,135 shares; 2025Q2: 13,114 shares; 2025Q3: 13,114 shares; 2025Q4: 12,568 shares; 2026Q1: 11,564 shares; 2026Q2: 9,597 shares 9,597 $2.45M 0.1% -1,967 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,166 shares; 2024Q4: 9,158 shares; 2025Q1: 8,612 shares; 2025Q2: 8,574 shares; 2025Q3: 8,517 shares; 2025Q4: 5,344 shares; 2026Q1: 5,344 shares; 2026Q2: 5,331 shares 5,331 $2.45M 0.1% -13 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,819 shares; 2024Q4: 13,694 shares; 2025Q1: 13,694 shares; 2025Q2: 13,656 shares; 2025Q3: 13,498 shares; 2025Q4: 13,827 shares; 2026Q1: 13,826 shares; 2026Q2: 13,822 shares 13,822 $2.43M 0.09% -4 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,875 shares; 2024Q4: 10,445 shares; 2025Q1: 8,777 shares; 2025Q2: 9,262 shares; 2025Q3: 9,169 shares; 2025Q4: 9,424 shares; 2026Q1: 8,145 shares; 2026Q2: 7,173 shares 7,173 $2.4M 0.09% -972 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,149 shares; 2025Q1: 12,956 shares; 2025Q2: 15,662 shares; 2025Q3: 10,724 shares; 2025Q4: 10,459 shares; 2026Q1: 8,245 shares; 2026Q2: 7,927 shares 7,927 $2.4M 0.09% -318 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: 8,618 shares; 2024Q4: 8,365 shares; 2025Q1: 8,245 shares; 2025Q2: 8,406 shares; 2025Q3: 8,412 shares; 2025Q4: 8,709 shares; 2026Q1: 8,604 shares; 2026Q2: 8,669 shares 8,669 $2.39M 0.09% +65 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,994 shares; 2024Q4: 25,944 shares; 2025Q1: 25,244 shares; 2025Q2: 21,974 shares; 2025Q3: 21,573 shares; 2025Q4: 21,723 shares; 2026Q1: 21,558 shares; 2026Q2: 21,558 shares 21,558 $2.38M 0.09% 0 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: 69,403 shares; 2025Q2: 68,203 shares; 2025Q3: 68,203 shares; 2025Q4: 68,203 shares; 2026Q1: 68,218 shares; 2026Q2: 68,218 shares 68,218 $2.31M 0.09% 0 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,725 shares; 2025Q1: 12,622 shares; 2025Q2: 15,045 shares; 2025Q3: 25,260 shares; 2025Q4: 26,399 shares; 2026Q1: 27,800 shares; 2026Q2: 25,255 shares 25,255 $2.28M 0.09% -2,545 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,630 shares; 2024Q4: 17,848 shares; 2025Q1: 19,028 shares; 2025Q2: 20,227 shares; 2025Q3: 21,648 shares; 2025Q4: 25,119 shares; 2026Q1: 24,190 shares; 2026Q2: 26,392 shares 26,392 $2.23M 0.09% +2,202 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,734 shares; 2024Q4: 66,104 shares; 2025Q1: 70,874 shares; 2025Q2: 84,674 shares; 2025Q3: 83,974 shares; 2025Q4: 86,549 shares; 2026Q1: 89,383 shares; 2026Q2: 91,112 shares 91,112 $2.21M 0.09% +1,729 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: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,560 shares; 2025Q4: 8,606 shares; 2026Q1: 8,551 shares; 2026Q2: 8,421 shares 8,421 $2.12M 0.08% -130 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,148 shares; 2024Q4: 23,148 shares; 2025Q1: 22,873 shares; 2025Q2: 23,623 shares; 2025Q3: 23,609 shares; 2025Q4: 23,320 shares; 2026Q1: 23,239 shares; 2026Q2: 22,641 shares 22,641 $2.09M 0.08% -598 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,107 shares; 2024Q4: 30,856 shares; 2025Q1: 30,856 shares; 2025Q2: 30,856 shares; 2025Q3: 30,856 shares; 2025Q4: 28,107 shares; 2026Q1: 23,781 shares; 2026Q2: 23,781 shares 23,781 $2.06M 0.08% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,273 shares; 2024Q4: 5,273 shares; 2025Q1: 5,273 shares; 2025Q2: 5,313 shares; 2025Q3: 5,313 shares; 2025Q4: 5,719 shares; 2026Q1: 5,699 shares; 2026Q2: 5,866 shares 5,866 $2.05M 0.08% +167 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,000 shares; 2024Q4: 35,200 shares; 2025Q1: 53,300 shares; 2025Q2: 65,000 shares; 2025Q3: 75,700 shares; 2025Q4: 79,700 shares; 2026Q1: 88,500 shares; 2026Q2: 97,400 shares 97,400 $2.03M 0.08% +8,900 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 477 shares; 2024Q4: 475 shares; 2025Q1: 466 shares; 2025Q2: 465 shares; 2025Q3: 464 shares; 2025Q4: 453 shares; 2026Q1: 453 shares; 2026Q2: 11,300 shares 11,300 $2.01M 0.08% +10,847 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,844 shares; 2024Q4: 46,844 shares; 2025Q1: 46,844 shares; 2025Q2: 46,844 shares; 2025Q3: 45,922 shares; 2025Q4: 45,922 shares; 2026Q1: 41,922 shares; 2026Q2: 41,922 shares 41,922 $2.01M 0.08% 0 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: 1,587 shares; 2024Q4: 1,537 shares; 2025Q1: 1,471 shares; 2025Q2: 1,471 shares; 2025Q3: 1,491 shares; 2025Q4: 2,735 shares; 2026Q1: 2,610 shares; 2026Q2: 2,654 shares 2,654 $1.95M 0.08% +44 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,064 shares; 2024Q4: 84,774 shares; 2025Q1: 86,043 shares; 2025Q2: 104,993 shares; 2025Q3: 103,743 shares; 2025Q4: 109,243 shares; 2026Q1: 106,627 shares; 2026Q2: 80,630 shares 80,630 $1.95M 0.08% -25,997 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,736 shares; 2024Q4: 3,701 shares; 2025Q1: 3,476 shares; 2025Q2: 3,471 shares; 2025Q3: 3,401 shares; 2025Q4: 3,741 shares; 2026Q1: 3,726 shares; 2026Q2: 3,723 shares 3,723 $1.95M 0.08% -3 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,523 shares; 2024Q4: 4,523 shares; 2025Q1: 4,388 shares; 2025Q2: 4,388 shares; 2025Q3: 4,338 shares; 2025Q4: 4,508 shares; 2026Q1: 4,508 shares; 2026Q2: 4,458 shares 4,458 $1.9M 0.07% -50 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,303 shares; 2024Q4: 59,687 shares; 2025Q1: 57,825 shares; 2025Q2: 53,713 shares; 2025Q3: 49,480 shares; 2025Q4: 41,353 shares; 2026Q1: 41,238 shares; 2026Q2: 38,641 shares 38,641 $1.9M 0.07% -2,597 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: 29,770 shares; 2024Q4: 29,830 shares; 2025Q1: 28,740 shares; 2025Q2: 28,470 shares; 2025Q3: 28,470 shares; 2025Q4: 22,878 shares; 2026Q1: 22,508 shares; 2026Q2: 22,528 shares 22,528 $1.88M 0.07% +20 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,025 shares; 2024Q4: 24,985 shares; 2025Q1: 20,785 shares; 2025Q2: 20,785 shares; 2025Q3: 20,785 shares; 2025Q4: 20,785 shares; 2026Q1: 20,785 shares; 2026Q2: 20,785 shares 20,785 $1.88M 0.07% 0 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,825 shares; 2024Q4: 15,755 shares; 2025Q1: 15,755 shares; 2025Q2: 15,755 shares; 2025Q3: 15,755 shares; 2025Q4: 16,930 shares; 2026Q1: 16,930 shares; 2026Q2: 16,930 shares 16,930 $1.81M 0.07% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,621 shares; 2024Q4: 15,596 shares; 2025Q1: 15,521 shares; 2025Q2: 14,646 shares; 2025Q3: 14,806 shares; 2025Q4: 15,115 shares; 2026Q1: 15,156 shares; 2026Q2: 15,235 shares 15,235 $1.8M 0.07% +79 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,605 shares; 2025Q2: 18,265 shares; 2025Q3: 17,736 shares; 2025Q4: 20,193 shares; 2026Q1: 19,534 shares; 2026Q2: 19,249 shares 19,249 $1.8M 0.07% -285 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,900 shares; 2026Q1: 64,700 shares; 2026Q2: 68,000 shares 68,000 $1.74M 0.07% +3,300 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,343 shares; 2024Q4: 51,013 shares; 2025Q1: 49,473 shares; 2025Q2: 48,778 shares; 2025Q3: 46,969 shares; 2025Q4: 45,379 shares; 2026Q1: 41,279 shares; 2026Q2: 25,438 shares 25,438 $1.71M 0.07% -15,841 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: 2,846 shares; 2024Q4: 2,756 shares; 2025Q1: 4,009 shares; 2025Q2: 4,061 shares; 2025Q3: 3,973 shares; 2025Q4: 4,352 shares; 2026Q1: 3,644 shares; 2026Q2: 3,335 shares 3,335 $1.67M 0.06% -309 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,250 shares; 2024Q4: 6,215 shares; 2025Q1: 5,686 shares; 2025Q2: 5,080 shares; 2025Q3: 6,025 shares; 2025Q4: 6,685 shares; 2026Q1: 6,732 shares; 2026Q2: 6,992 shares 6,992 $1.66M 0.06% +260 Timeline TOST TOAST INC More: the full row for TOAST 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: 57,600 shares 57,600 $1.6M 0.06% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,700 shares; 2024Q4: 11,350 shares; 2025Q1: 11,667 shares; 2025Q2: 11,492 shares; 2025Q3: 11,476 shares; 2025Q4: 12,737 shares; 2026Q1: 12,237 shares; 2026Q2: 12,299 shares 12,299 $1.55M 0.06% +62 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,500 shares; 2024Q4: 53,100 shares; 2025Q1: 59,500 shares; 2025Q2: 62,800 shares; 2025Q3: 64,300 shares; 2025Q4: 68,000 shares; 2026Q1: 68,000 shares; 2026Q2: 69,000 shares 69,000 $1.5M 0.06% +1,000 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,730 shares; 2024Q4: 13,730 shares; 2025Q1: 13,536 shares; 2025Q2: 14,795 shares; 2025Q3: 14,821 shares; 2025Q4: 16,096 shares; 2026Q1: 16,096 shares; 2026Q2: 16,055 shares 16,055 $1.5M 0.06% -41 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 2 shares 2 $1.5M 0.06% -1 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: 8,765 shares; 2024Q4: 8,765 shares; 2025Q1: 8,615 shares; 2025Q2: 10,230 shares; 2025Q3: 10,255 shares; 2025Q4: 11,796 shares; 2026Q1: 11,301 shares; 2026Q2: 11,633 shares 11,633 $1.47M 0.06% +332 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 479 shares; 2025Q1: 810 shares; 2025Q2: 834 shares; 2025Q3: 929 shares; 2025Q4: 1,121 shares; 2026Q1: 1,170 shares; 2026Q2: 3,227 shares 3,227 $1.46M 0.06% +2,057 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,134 shares; 2024Q4: 32,759 shares; 2025Q1: 33,440 shares; 2025Q2: 35,540 shares; 2025Q3: 36,365 shares; 2025Q4: 17,289 shares; 2026Q1: 15,155 shares; 2026Q2: 17,058 shares 17,058 $1.44M 0.06% +1,903 Timeline IBDX 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: 9,500 shares; 2025Q2: 28,800 shares; 2025Q3: 45,900 shares; 2025Q4: 52,000 shares; 2026Q1: 55,000 shares; 2026Q2: 56,900 shares 56,900 $1.43M 0.06% +1,900 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,362 shares; 2026Q1: 13,862 shares; 2026Q2: 14,718 shares 14,718 $1.42M 0.06% +856 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,306 shares; 2024Q4: 28,251 shares; 2025Q1: 27,356 shares; 2025Q2: 27,241 shares; 2025Q3: 27,388 shares; 2025Q4: 30,463 shares; 2026Q1: 28,413 shares; 2026Q2: 30,187 shares 30,187 $1.4M 0.05% +1,774 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: 36,881 shares; 2024Q4: 36,671 shares; 2025Q1: 38,503 shares; 2025Q2: 39,050 shares; 2025Q3: 62,908 shares; 2025Q4: 72,346 shares; 2026Q1: 71,787 shares; 2026Q2: 67,471 shares 67,471 $1.4M 0.05% -4,316 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,125 shares; 2024Q4: 24,625 shares; 2025Q1: 19,145 shares; 2025Q2: 20,420 shares; 2025Q3: 21,470 shares; 2025Q4: 25,650 shares; 2026Q1: 27,772 shares; 2026Q2: 28,012 shares 28,012 $1.38M 0.05% +240 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: 32,856 shares; 2024Q4: 33,949 shares; 2025Q1: 35,124 shares; 2025Q2: 35,252 shares; 2025Q3: 31,974 shares; 2025Q4: 33,115 shares; 2026Q1: 32,406 shares; 2026Q2: 32,153 shares 32,153 $1.36M 0.05% -253 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,422 shares; 2024Q4: 3,422 shares; 2025Q1: 4,072 shares; 2025Q2: 4,072 shares; 2025Q3: 4,072 shares; 2025Q4: 4,078 shares; 2026Q1: 4,073 shares; 2026Q2: 4,081 shares 4,081 $1.35M 0.05% +8 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: not reported; 2025Q1: 3,040 shares; 2025Q2: 3,040 shares; 2025Q3: 3,540 shares; 2025Q4: 3,261 shares; 2026Q1: 3,053 shares; 2026Q2: 3,106 shares 3,106 $1.35M 0.05% +53 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,350 shares; 2024Q4: 50,050 shares; 2025Q1: 50,050 shares; 2025Q2: 49,850 shares; 2025Q3: 49,150 shares; 2025Q4: 53,950 shares; 2026Q1: 54,100 shares; 2026Q2: 53,900 shares 53,900 $1.31M 0.05% -200 Timeline FLRN 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: 37,600 shares; 2024Q4: 38,100 shares; 2025Q1: 39,700 shares; 2025Q2: 41,802 shares; 2025Q3: 40,700 shares; 2025Q4: 41,100 shares; 2026Q1: 39,600 shares; 2026Q2: 41,500 shares 41,500 $1.28M 0.05% +1,900 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,391 shares; 2024Q4: 6,466 shares; 2025Q1: 6,099 shares; 2025Q2: 6,120 shares; 2025Q3: 6,041 shares; 2025Q4: 10,052 shares; 2026Q1: 10,030 shares; 2026Q2: 7,603 shares 7,603 $1.27M 0.05% -2,427 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,263 shares; 2024Q4: 9,213 shares; 2025Q1: 9,104 shares; 2025Q2: 9,304 shares; 2025Q3: 9,304 shares; 2025Q4: 9,518 shares; 2026Q1: 9,114 shares; 2026Q2: 9,486 shares 9,486 $1.26M 0.05% +372 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,997 shares; 2024Q4: 16,020 shares; 2025Q1: 16,577 shares; 2025Q2: 16,577 shares; 2025Q3: 16,542 shares; 2025Q4: 18,354 shares; 2026Q1: 17,142 shares; 2026Q2: 18,257 shares 18,257 $1.25M 0.05% +1,115 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,845 shares; 2024Q4: 7,720 shares; 2025Q1: 7,620 shares; 2025Q2: 7,620 shares; 2025Q3: 7,420 shares; 2025Q4: 8,145 shares; 2026Q1: 7,970 shares; 2026Q2: 7,985 shares 7,985 $1.25M 0.05% +15 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,805 shares; 2024Q4: 8,545 shares; 2025Q1: 13,769 shares; 2025Q2: 14,102 shares; 2025Q3: 14,467 shares; 2025Q4: 14,847 shares; 2026Q1: 13,678 shares; 2026Q2: 3,311 shares 3,311 $1.24M 0.05% -10,367 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: 2,086 shares; 2024Q4: 2,130 shares; 2025Q1: 2,237 shares; 2025Q2: 2,360 shares; 2025Q3: 2,349 shares; 2025Q4: 2,353 shares; 2026Q1: 2,376 shares; 2026Q2: 2,391 shares 2,391 $1.22M 0.05% +15 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: 4,687 shares; 2024Q4: 5,752 shares; 2025Q1: 4,764 shares; 2025Q2: 5,369 shares; 2025Q3: 5,432 shares; 2025Q4: 5,316 shares; 2026Q1: 5,316 shares; 2026Q2: 5,006 shares 5,006 $1.21M 0.05% -310 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,295 shares; 2024Q4: 23,195 shares; 2025Q1: 23,145 shares; 2025Q2: 22,182 shares; 2025Q3: 14,160 shares; 2025Q4: 14,781 shares; 2026Q1: 16,091 shares; 2026Q2: 16,293 shares 16,293 $1.19M 0.05% +202 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,355 shares; 2024Q4: 12,355 shares; 2025Q1: 14,222 shares; 2025Q2: 14,201 shares; 2025Q3: 14,231 shares; 2025Q4: 15,158 shares; 2026Q1: 15,158 shares; 2026Q2: 15,383 shares 15,383 $1.19M 0.05% +225 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,795 shares; 2024Q4: 26,620 shares; 2025Q1: 26,911 shares; 2025Q2: 27,160 shares; 2025Q3: 27,523 shares; 2025Q4: 29,049 shares; 2026Q1: 27,891 shares; 2026Q2: 30,433 shares 30,433 $1.18M 0.05% +2,542 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: 3,167 shares; 2024Q4: 2,807 shares; 2025Q1: 3,107 shares; 2025Q2: 3,093 shares; 2025Q3: 3,118 shares; 2025Q4: 3,133 shares; 2026Q1: 3,127 shares; 2026Q2: 2,802 shares 2,802 $1.18M 0.05% -325 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,417 shares; 2024Q4: 48,917 shares; 2025Q1: 49,214 shares; 2025Q2: 50,414 shares; 2025Q3: 50,392 shares; 2025Q4: 51,492 shares; 2026Q1: 47,692 shares; 2026Q2: 50,944 shares 50,944 $1.17M 0.05% +3,252 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: 8,826 shares; 2024Q4: 8,626 shares; 2025Q1: 9,756 shares; 2025Q2: 9,756 shares; 2025Q3: 9,756 shares; 2025Q4: 8,874 shares; 2026Q1: 8,231 shares; 2026Q2: 8,936 shares 8,936 $1.17M 0.05% +705 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,123 shares 19,123 $1.16M 0.04% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,003 shares; 2024Q4: 110,743 shares; 2025Q1: 106,544 shares; 2025Q2: 103,220 shares; 2025Q3: 39,864 shares; 2025Q4: 37,290 shares; 2026Q1: 33,198 shares; 2026Q2: 16,067 shares 16,067 $1.15M 0.04% -17,131 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,765 shares; 2025Q1: not reported; 2025Q2: 6,446 shares; 2025Q3: 6,529 shares; 2025Q4: 6,896 shares; 2026Q1: 7,170 shares; 2026Q2: 6,892 shares 6,892 $1.12M 0.04% -278 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: 5,664 shares; 2024Q4: 5,894 shares; 2025Q1: 6,467 shares; 2025Q2: 6,499 shares; 2025Q3: 6,723 shares; 2025Q4: 6,764 shares; 2026Q1: 6,540 shares; 2026Q2: 6,758 shares 6,758 $1.11M 0.04% +218 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,705 shares; 2024Q4: 2,680 shares; 2025Q1: 2,665 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750 $1.11M 0.04% 0 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,092 shares; 2024Q4: 22,092 shares; 2025Q1: 40,355 shares; 2025Q2: 40,355 shares; 2025Q3: 40,391 shares; 2025Q4: 40,355 shares; 2026Q1: 36,155 shares; 2026Q2: 36,155 shares 36,155 $1.09M 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,287 shares; 2025Q4: 11,811 shares; 2026Q1: 12,196 shares; 2026Q2: 12,591 shares 12,591 $1.09M 0.04% +395 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,590 shares; 2026Q2: 4,865 shares 4,865 $1.09M 0.04% +275 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,745 shares; 2024Q4: 4,745 shares; 2025Q1: 4,360 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares; 2025Q4: 5,905 shares; 2026Q1: 7,253 shares; 2026Q2: 7,363 shares 7,363 $1.08M 0.04% +110 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: 10,515 shares; 2024Q4: 10,515 shares; 2025Q1: 10,547 shares; 2025Q2: 10,547 shares; 2025Q3: 10,563 shares; 2025Q4: 10,774 shares; 2026Q1: 10,774 shares; 2026Q2: 10,822 shares 10,822 $1.04M 0.04% +48 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: 7,364 shares; 2024Q4: 8,716 shares; 2025Q1: 7,820 shares; 2025Q2: 7,520 shares; 2025Q3: 7,520 shares; 2025Q4: 7,521 shares; 2026Q1: 7,521 shares; 2026Q2: 7,521 shares 7,521 $1.03M 0.04% 0 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: 435 shares; 2024Q4: 435 shares; 2025Q1: 844 shares; 2025Q2: 987 shares; 2025Q3: 1,008 shares; 2025Q4: 1,010 shares; 2026Q1: 993 shares; 2026Q2: 1,006 shares 1,006 $1.02M 0.04% +13 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: 6,525 shares; 2024Q4: 6,847 shares; 2025Q1: 6,720 shares; 2025Q2: 7,555 shares; 2025Q3: 9,355 shares; 2025Q4: 11,458 shares; 2026Q1: 11,995 shares; 2026Q2: 11,813 shares 11,813 $1.01M 0.04% -182 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,147 shares; 2026Q1: 4,760 shares; 2026Q2: 4,746 shares 4,746 $1.01M 0.04% -14 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,760 shares; 2026Q1: 860 shares; 2026Q2: 1,591 shares 1,591 $1.01M 0.04% +731 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,415 shares; 2024Q4: 2,415 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,309 shares; 2025Q4: 2,563 shares; 2026Q1: 2,558 shares; 2026Q2: 2,565 shares 2,565 $1M 0.04% +7 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: 14,155 shares; 2024Q4: 14,163 shares; 2025Q1: 14,163 shares; 2025Q2: 14,163 shares; 2025Q3: 12,308 shares; 2025Q4: 12,808 shares; 2026Q1: 12,308 shares; 2026Q2: 12,768 shares 12,768 $990K 0.04% +460 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,906 shares; 2024Q4: 11,806 shares; 2025Q1: 11,806 shares; 2025Q2: 11,656 shares; 2025Q3: 11,656 shares; 2025Q4: 12,831 shares; 2026Q1: 12,831 shares; 2026Q2: 12,920 shares 12,920 $988K 0.04% +89 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: 1,018 shares; 2025Q4: 1,046 shares; 2026Q1: 1,030 shares; 2026Q2: 1,018 shares 1,018 $982K 0.04% -12 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: 17,708 shares; 2024Q4: 17,238 shares; 2025Q1: 17,078 shares; 2025Q2: 17,078 shares; 2025Q3: 17,106 shares; 2025Q4: 22,217 shares; 2026Q1: 21,184 shares; 2026Q2: 16,938 shares 16,938 $980K 0.04% -4,246 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: 3,895 shares; 2024Q4: 3,790 shares; 2025Q1: 3,903 shares; 2025Q2: 3,872 shares; 2025Q3: 3,880 shares; 2025Q4: 5,455 shares; 2026Q1: 6,164 shares; 2026Q2: 6,137 shares 6,137 $963K 0.04% -27 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,113 shares; 2025Q3: 10,324 shares; 2025Q4: 12,492 shares; 2026Q1: 13,958 shares; 2026Q2: 14,280 shares 14,280 $948K 0.04% +322 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,502 shares; 2024Q4: 47,390 shares; 2025Q1: 47,192 shares; 2025Q2: 46,527 shares; 2025Q3: 41,081 shares; 2025Q4: 42,838 shares; 2026Q1: 42,732 shares; 2026Q2: 39,645 shares 39,645 $936K 0.04% -3,087 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,316 shares; 2026Q1: 1,316 shares; 2026Q2: 1,310 shares 1,310 $934K 0.04% -6 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,592 shares; 2024Q4: 2,585 shares; 2025Q1: 1,985 shares; 2025Q2: 2,199 shares; 2025Q3: 2,199 shares; 2025Q4: 3,030 shares; 2026Q1: 3,106 shares; 2026Q2: 3,106 shares 3,106 $933K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 3,274 shares; 2025Q3: 4,805 shares; 2025Q4: 6,961 shares; 2026Q1: 7,335 shares; 2026Q2: 7,280 shares 7,280 $920K 0.04% -55 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: 4,152 shares; 2024Q4: 4,087 shares; 2025Q1: 3,921 shares; 2025Q2: 1,357 shares; 2025Q3: 1,375 shares; 2025Q4: 1,771 shares; 2026Q1: 1,771 shares; 2026Q2: 1,768 shares 1,768 $900K 0.04% -3 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: 8,742 shares; 2025Q2: 8,742 shares; 2025Q3: 8,742 shares; 2025Q4: 8,742 shares; 2026Q1: 8,742 shares; 2026Q2: 8,742 shares 8,742 $885K 0.03% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,927 shares; 2024Q4: 3,927 shares; 2025Q1: 3,627 shares; 2025Q2: 3,587 shares; 2025Q3: 3,487 shares; 2025Q4: 3,587 shares; 2026Q1: 3,587 shares; 2026Q2: 3,587 shares 3,587 $872K 0.03% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,519 shares; 2024Q4: 10,519 shares; 2025Q1: 9,726 shares; 2025Q2: 9,726 shares; 2025Q3: 9,726 shares; 2025Q4: 12,476 shares; 2026Q1: 12,076 shares; 2026Q2: 12,436 shares 12,436 $851K 0.03% +360 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: 3,591 shares; 2024Q4: 6,430 shares; 2025Q1: 6,502 shares; 2025Q2: 6,502 shares; 2025Q3: 6,596 shares; 2025Q4: 11,270 shares; 2026Q1: 10,788 shares; 2026Q2: 4,675 shares 4,675 $846K 0.03% -6,113 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 1,863 shares; 2026Q2: 12,642 shares 12,642 $832K 0.03% +10,779 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,579 shares; 2024Q4: 2,579 shares; 2025Q1: 2,579 shares; 2025Q2: 2,579 shares; 2025Q3: 2,579 shares; 2025Q4: 3,704 shares; 2026Q1: 3,704 shares; 2026Q2: 3,119 shares 3,119 $821K 0.03% -585 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,663 shares; 2024Q4: 6,663 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,386 shares; 2026Q1: 10,782 shares; 2026Q2: 10,803 shares 10,803 $805K 0.03% +21 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,181 shares; 2026Q2: 16,831 shares 16,831 $788K 0.03% +10,650 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,399 shares; 2026Q1: 16,399 shares; 2026Q2: 16,475 shares 16,475 $783K 0.03% +76 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,801 shares; 2024Q4: 2,801 shares; 2025Q1: 2,671 shares; 2025Q2: 2,657 shares; 2025Q3: 2,657 shares; 2025Q4: 2,673 shares; 2026Q1: 2,673 shares; 2026Q2: 2,678 shares 2,678 $778K 0.03% +5 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,037 shares; 2025Q2: 10,221 shares; 2025Q3: 10,420 shares; 2025Q4: 10,382 shares; 2026Q1: 10,382 shares; 2026Q2: 10,435 shares 10,435 $776K 0.03% +53 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,029 shares; 2024Q4: 21,129 shares; 2025Q1: 21,129 shares; 2025Q2: 21,129 shares; 2025Q3: 21,129 shares; 2025Q4: 21,885 shares; 2026Q1: 20,979 shares; 2026Q2: 21,879 shares 21,879 $761K 0.03% +900 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,807 shares; 2025Q2: 5,015 shares; 2025Q3: 5,423 shares; 2025Q4: 5,474 shares; 2026Q1: 6,337 shares; 2026Q2: 6,920 shares 6,920 $739K 0.03% +583 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,400 shares; 2024Q4: 9,341 shares; 2025Q1: 9,658 shares; 2025Q2: 9,786 shares; 2025Q3: 9,661 shares; 2025Q4: 10,170 shares; 2026Q1: 19,932 shares; 2026Q2: 19,382 shares 19,382 $738K 0.03% -550 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,486 shares; 2024Q4: 16,686 shares; 2025Q1: 16,761 shares; 2025Q2: 16,554 shares; 2025Q3: 16,361 shares; 2025Q4: 17,850 shares; 2026Q1: 17,850 shares; 2026Q2: 15,150 shares 15,150 $714K 0.03% -2,700 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: 4,559 shares; 2024Q4: 6,009 shares; 2025Q1: 6,859 shares; 2025Q2: 6,859 shares; 2025Q3: 6,859 shares; 2025Q4: 6,818 shares; 2026Q1: 6,818 shares; 2026Q2: 6,443 shares 6,443 $705K 0.03% -375 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: not reported; 2025Q2: 13,229 shares; 2025Q3: 15,069 shares; 2025Q4: 25,001 shares; 2026Q1: 26,359 shares; 2026Q2: 25,097 shares 25,097 $695K 0.03% -1,262 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,365 shares 2,365 $692K 0.03% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,235 shares; 2024Q4: 2,235 shares; 2025Q1: 2,608 shares; 2025Q2: 2,753 shares; 2025Q3: 2,756 shares; 2025Q4: 2,623 shares; 2026Q1: 2,623 shares; 2026Q2: 2,560 shares 2,560 $686K 0.03% -63 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,052 shares; 2025Q2: 17,114 shares; 2025Q3: 18,718 shares; 2025Q4: 18,718 shares; 2026Q1: 18,718 shares; 2026Q2: 18,874 shares 18,874 $682K 0.03% +156 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,105 shares; 2024Q4: 2,105 shares; 2025Q1: 2,125 shares; 2025Q2: 2,261 shares; 2025Q3: 2,125 shares; 2025Q4: 2,218 shares; 2026Q1: 2,765 shares; 2026Q2: 2,763 shares 2,763 $680K 0.03% -2 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,836 shares; 2025Q2: 15,021 shares; 2025Q3: 17,666 shares; 2025Q4: 17,651 shares; 2026Q1: 17,637 shares; 2026Q2: 17,614 shares 17,614 $671K 0.03% -23 Timeline XBI 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: 4,230 shares; 2026Q2: 4,230 shares 4,230 $669K 0.03% 0 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: 4,313 shares; 2024Q4: 4,748 shares; 2025Q1: 5,306 shares; 2025Q2: 5,156 shares; 2025Q3: 4,916 shares; 2025Q4: 5,151 shares; 2026Q1: 5,130 shares; 2026Q2: 5,841 shares 5,841 $662K 0.03% +711 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,216 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,830 shares; 2025Q3: 7,930 shares; 2025Q4: 10,470 shares; 2026Q1: 12,155 shares; 2026Q2: 15,560 shares 15,560 $660K 0.03% +3,405 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,587 shares; 2024Q4: 2,027 shares; 2025Q1: 1,772 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares; 2025Q4: 1,924 shares; 2026Q1: 1,924 shares; 2026Q2: 1,824 shares 1,824 $652K 0.03% -100 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,951 shares; 2025Q4: 2,876 shares; 2026Q1: 3,101 shares; 2026Q2: 3,071 shares 3,071 $633K 0.02% -30 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,389 shares; 2026Q1: 8,078 shares; 2026Q2: 6,985 shares 6,985 $619K 0.02% -1,093 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,545 shares; 2025Q2: 4,545 shares; 2025Q3: 4,545 shares; 2025Q4: 4,545 shares; 2026Q1: 5,239 shares; 2026Q2: 5,218 shares 5,218 $617K 0.02% -21 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,769 shares; 2026Q1: 1,717 shares; 2026Q2: 1,551 shares 1,551 $612K 0.02% -166 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,320 shares; 2024Q4: 2,445 shares; 2025Q1: 2,360 shares; 2025Q2: 2,364 shares; 2025Q3: 2,370 shares; 2025Q4: 2,373 shares; 2026Q1: 1,579 shares; 2026Q2: 2,252 shares 2,252 $588K 0.02% +673 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,142 shares; 2024Q4: 3,142 shares; 2025Q1: 3,010 shares; 2025Q2: 3,010 shares; 2025Q3: 2,998 shares; 2025Q4: 2,511 shares; 2026Q1: 2,451 shares; 2026Q2: 2,463 shares 2,463 $586K 0.02% +12 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,815 shares; 2024Q4: 7,815 shares; 2025Q1: 10,317 shares; 2025Q2: 10,317 shares; 2025Q3: 10,317 shares; 2025Q4: 10,612 shares; 2026Q1: 10,612 shares; 2026Q2: 10,442 shares 10,442 $580K 0.02% -170 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,869 shares; 2026Q2: 9,870 shares 9,870 $574K 0.02% -1,999 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,367 shares; 2024Q4: 14,903 shares; 2025Q1: 14,903 shares; 2025Q2: 14,903 shares; 2025Q3: 14,903 shares; 2025Q4: 15,713 shares; 2026Q1: 16,768 shares; 2026Q2: 14,769 shares 14,769 $574K 0.02% -1,999 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,406 shares; 2026Q1: 6,727 shares; 2026Q2: 7,202 shares 7,202 $544K 0.02% +475 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 596 shares; 2025Q3: 563 shares; 2025Q4: 782 shares; 2026Q1: 869 shares; 2026Q2: 1,082 shares 1,082 $537K 0.02% +213 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,650 shares; 2024Q4: 5,650 shares; 2025Q1: 5,650 shares; 2025Q2: 5,650 shares; 2025Q3: 5,664 shares; 2025Q4: 5,650 shares; 2026Q1: 5,435 shares; 2026Q2: 5,449 shares 5,449 $536K 0.02% +14 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,146 shares; 2024Q4: 1,293 shares; 2025Q1: 2,099 shares; 2025Q2: 2,025 shares; 2025Q3: 2,217 shares; 2025Q4: 2,635 shares; 2026Q1: 2,432 shares; 2026Q2: 2,143 shares 2,143 $532K 0.02% -289 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,659 shares; 2025Q4: 3,182 shares; 2026Q1: 6,337 shares; 2026Q2: 5,802 shares 5,802 $529K 0.02% -535 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,200 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $522K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,280 shares; 2024Q4: 5,602 shares; 2025Q1: 4,613 shares; 2025Q2: 4,561 shares; 2025Q3: 4,561 shares; 2025Q4: 4,570 shares; 2026Q1: 4,482 shares; 2026Q2: 4,460 shares 4,460 $521K 0.02% -22 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: 2,061 shares; 2024Q4: 2,061 shares; 2025Q1: 1,946 shares; 2025Q2: 1,826 shares; 2025Q3: 1,741 shares; 2025Q4: 1,684 shares; 2026Q1: 1,684 shares; 2026Q2: 1,661 shares 1,661 $520K 0.02% -23 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: not reported; 2024Q4: not reported; 2025Q1: 15,600 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares; 2026Q1: 23,000 shares; 2026Q2: 23,000 shares 23,000 $515K 0.02% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP 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: 8,292 shares; 2025Q4: 11,429 shares; 2026Q1: 11,953 shares; 2026Q2: 13,139 shares 13,139 $513K 0.02% +1,186 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,585 shares; 2025Q2: 9,925 shares; 2025Q3: 10,296 shares; 2025Q4: 10,296 shares; 2026Q1: 10,296 shares; 2026Q2: 10,296 shares 10,296 $495K 0.02% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,365 shares; 2025Q4: 7,765 shares; 2026Q1: 7,765 shares; 2026Q2: 7,826 shares 7,826 $492K 0.02% +61 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,160 shares; 2026Q1: 2,155 shares; 2026Q2: 2,155 shares 2,155 $481K 0.02% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,495 shares; 2024Q4: 3,445 shares; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 3,445 shares; 2025Q4: 3,745 shares; 2026Q1: 3,745 shares; 2026Q2: 3,745 shares 3,745 $472K 0.02% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 1,160 shares; 2025Q4: 1,160 shares; 2026Q1: 1,560 shares; 2026Q2: 1,820 shares 1,820 $463K 0.02% +260 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,227 shares; 2024Q4: 24,727 shares; 2025Q1: 25,177 shares; 2025Q2: 25,177 shares; 2025Q3: 25,177 shares; 2025Q4: 24,477 shares; 2026Q1: 22,501 shares; 2026Q2: 22,501 shares 22,501 $461K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,586 shares; 2024Q4: 67,586 shares; 2025Q1: 67,686 shares; 2025Q2: 62,586 shares; 2025Q3: 55,586 shares; 2025Q4: 43,786 shares; 2026Q1: 23,786 shares; 2026Q2: 23,786 shares 23,786 $455K 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: 1,333 shares; 2025Q4: 1,536 shares; 2026Q1: 1,708 shares; 2026Q2: 1,736 shares 1,736 $452K 0.02% +28 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: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,345 shares; 2025Q2: 1,303 shares; 2025Q3: 1,243 shares; 2025Q4: 2,486 shares; 2026Q1: 2,360 shares; 2026Q2: 2,360 shares 2,360 $450K 0.02% 0 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: 2,930 shares; 2024Q4: 34,662 shares; 2025Q1: 68,522 shares; 2025Q2: 35,650 shares; 2025Q3: 33,522 shares; 2025Q4: 33,397 shares; 2026Q1: 3,829 shares; 2026Q2: 2,936 shares 2,936 $444K 0.02% -893 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,395 shares; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,326 shares; 2025Q4: 1,195 shares; 2026Q1: 1,181 shares; 2026Q2: 1,149 shares 1,149 $443K 0.02% -32 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,170 shares; 2024Q4: 21,170 shares; 2025Q1: 18,870 shares; 2025Q2: 18,665 shares; 2025Q3: 18,665 shares; 2025Q4: 28,289 shares; 2026Q1: 28,491 shares; 2026Q2: 24,431 shares 24,431 $433K 0.02% -4,060 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,450 shares; 2024Q4: 5,450 shares; 2025Q1: 5,450 shares; 2025Q2: 5,450 shares; 2025Q3: 5,350 shares; 2025Q4: 4,950 shares; 2026Q1: 4,450 shares; 2026Q2: 4,190 shares 4,190 $431K 0.02% -260 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: 11,600 shares; 2024Q4: 18,600 shares; 2025Q1: 18,600 shares; 2025Q2: 18,600 shares; 2025Q3: 18,600 shares; 2025Q4: 18,600 shares; 2026Q1: 18,600 shares; 2026Q2: 18,600 shares 18,600 $426K 0.02% 0 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,670 shares 9,670 $424K 0.02% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,330 shares; 2025Q2: 12,130 shares; 2025Q3: 12,130 shares; 2025Q4: 12,130 shares; 2026Q1: 12,130 shares; 2026Q2: 12,130 shares 12,130 $422K 0.02% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,540 shares; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,540 shares; 2025Q4: 5,040 shares; 2026Q1: 3,540 shares; 2026Q2: 3,540 shares 3,540 $422K 0.02% 0 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: 2,541 shares; 2024Q4: 2,541 shares; 2025Q1: 2,541 shares; 2025Q2: 2,596 shares; 2025Q3: 2,880 shares; 2025Q4: 3,041 shares; 2026Q1: 3,016 shares; 2026Q2: 3,039 shares 3,039 $416K 0.02% +23 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,100 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 7,050 shares; 2025Q3: 7,375 shares; 2025Q4: 7,375 shares; 2026Q1: 7,375 shares; 2026Q2: 6,925 shares 6,925 $399K 0.02% -450 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,829 shares; 2024Q4: 25,253 shares; 2025Q1: 24,616 shares; 2025Q2: 24,321 shares; 2025Q3: 3,850 shares; 2025Q4: 5,703 shares; 2026Q1: 5,650 shares; 2026Q2: 3,821 shares 3,821 $397K 0.02% -1,829 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: 1,309 shares 1,309 $390K 0.02% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,530 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,211 shares; 2026Q1: 1,211 shares; 2026Q2: 1,218 shares 1,218 $388K 0.02% +7 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,008 shares; 2025Q3: 13,224 shares; 2025Q4: 10,299 shares; 2026Q1: 7,361 shares; 2026Q2: 5,260 shares 5,260 $387K 0.02% -2,101 Timeline HEFA 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: 8,214 shares; 2025Q2: 8,214 shares; 2025Q3: 8,214 shares; 2025Q4: 8,214 shares; 2026Q1: 8,214 shares; 2026Q2: 8,214 shares 8,214 $385K 0.02% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: 899 shares; 2025Q4: 1,198 shares; 2026Q1: 1,148 shares; 2026Q2: 1,159 shares 1,159 $368K 0.01% +11 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,552 shares; 2025Q2: 3,164 shares; 2025Q3: 3,164 shares; 2025Q4: 3,164 shares; 2026Q1: 3,164 shares; 2026Q2: 3,164 shares 3,164 $366K 0.01% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,207 shares; 2025Q3: 2,578 shares; 2025Q4: 2,774 shares; 2026Q1: 3,033 shares; 2026Q2: 2,946 shares 2,946 $357K 0.01% -87 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,245 shares; 2026Q2: 1,195 shares 1,195 $357K 0.01% -50 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,870 shares; 2025Q2: 1,800 shares; 2025Q3: 1,905 shares; 2025Q4: 2,144 shares; 2026Q1: 2,245 shares; 2026Q2: 2,402 shares 2,402 $357K 0.01% +157 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,483 shares; 2026Q2: 1,592 shares 1,592 $355K 0.01% +109 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: 3,898 shares; 2024Q4: 3,898 shares; 2025Q1: not reported; 2025Q2: 3,598 shares; 2025Q3: 3,598 shares; 2025Q4: 3,848 shares; 2026Q1: 3,848 shares; 2026Q2: 3,871 shares 3,871 $353K 0.01% +23 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: 2,994 shares; 2024Q4: 2,994 shares; 2025Q1: 1,594 shares; 2025Q2: 1,594 shares; 2025Q3: 1,606 shares; 2025Q4: 2,206 shares; 2026Q1: 2,206 shares; 2026Q2: 2,206 shares 2,206 $353K 0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: 2,220 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares; 2026Q2: 2,220 shares 2,220 $348K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 529 shares; 2026Q2: 529 shares 529 $347K 0.01% 0 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,207 shares; 2026Q1: 5,513 shares; 2026Q2: 5,259 shares 5,259 $339K 0.01% -254 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,256 shares; 2024Q4: 3,258 shares; 2025Q1: 3,261 shares; 2025Q2: 3,263 shares; 2025Q3: 3,266 shares; 2025Q4: 3,203 shares; 2026Q1: 3,206 shares; 2026Q2: 3,130 shares 3,130 $337K 0.01% -76 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,962 shares; 2024Q4: 14,022 shares; 2025Q1: 13,097 shares; 2025Q2: 11,370 shares; 2025Q3: 11,271 shares; 2025Q4: 11,937 shares; 2026Q1: 3,062 shares; 2026Q2: 3,029 shares 3,029 $337K 0.01% -33 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,680 shares; 2024Q4: 3,680 shares; 2025Q1: 3,680 shares; 2025Q2: 3,680 shares; 2025Q3: 3,680 shares; 2025Q4: 3,680 shares; 2026Q1: 3,680 shares; 2026Q2: 3,680 shares 3,680 $331K 0.01% 0 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: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 1,471 shares; 2026Q1: 871 shares; 2026Q2: 871 shares 871 $319K 0.01% 0 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: 1,350 shares; 2024Q4: 1,186 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,052 shares; 2025Q4: 971 shares; 2026Q1: 878 shares; 2026Q2: 877 shares 877 $311K 0.01% -1 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,552 shares; 2025Q3: not reported; 2025Q4: 5,027 shares; 2026Q1: 8,497 shares; 2026Q2: 9,182 shares 9,182 $308K 0.01% +685 Timeline DVY 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: 3,253 shares; 2026Q1: 1,953 shares; 2026Q2: 1,953 shares 1,953 $305K 0.01% 0 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES 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: 4,527 shares; 2026Q2: 3,590 shares 3,590 $296K 0.01% -937 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,585 shares; 2024Q4: 4,585 shares; 2025Q1: 4,195 shares; 2025Q2: 3,785 shares; 2025Q3: 3,785 shares; 2025Q4: 3,785 shares; 2026Q1: 3,785 shares; 2026Q2: 3,785 shares 3,785 $296K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,139 shares 7,139 $295K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 209 shares; 2026Q2: 211 shares 211 $292K 0.01% +2 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP 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: 10,578 shares 10,578 $286K 0.01% 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: 8,280 shares; 2024Q4: 8,280 shares; 2025Q1: 8,280 shares; 2025Q2: 8,280 shares; 2025Q3: 8,280 shares; 2025Q4: 8,280 shares; 2026Q1: 8,280 shares; 2026Q2: 8,280 shares 8,280 $286K 0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL 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: 11,335 shares 11,335 $282K 0.01% new 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: 5,250 shares; 2024Q4: 5,653 shares; 2025Q1: 4,751 shares; 2025Q2: 4,720 shares; 2025Q3: 4,754 shares; 2025Q4: 5,399 shares; 2026Q1: 5,399 shares; 2026Q2: 4,835 shares 4,835 $279K 0.01% -564 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 1,237 shares; 2026Q1: 437 shares; 2026Q2: 439 shares 439 $274K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares; 2026Q1: not reported; 2026Q2: 1,890 shares 1,890 $273K 0.01% new 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: 3,851 shares; 2024Q4: 3,370 shares; 2025Q1: 3,370 shares; 2025Q2: 3,430 shares; 2025Q3: 3,370 shares; 2025Q4: 3,382 shares; 2026Q1: 3,382 shares; 2026Q2: 3,403 shares 3,403 $273K 0.01% +21 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,784 shares; 2026Q1: 4,911 shares; 2026Q2: 4,585 shares 4,585 $273K 0.01% -326 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,380 shares; 2026Q2: 3,341 shares 3,341 $272K 0.01% -39 Timeline IWS 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: 1,729 shares; 2025Q4: 1,661 shares; 2026Q1: 1,661 shares; 2026Q2: 1,646 shares 1,646 $271K 0.01% -15 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,875 shares; 2026Q1: 15,047 shares; 2026Q2: 11,610 shares 11,610 $269K 0.01% -3,437 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,671 shares; 2026Q2: 3,025 shares 3,025 $266K 0.01% +354 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,359 shares; 2026Q1: 10,069 shares; 2026Q2: 3,689 shares 3,689 $265K 0.01% -6,380 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,655 shares; 2025Q1: 8,997 shares; 2025Q2: 9,321 shares; 2025Q3: 9,894 shares; 2025Q4: 7,920 shares; 2026Q1: 8,777 shares; 2026Q2: 9,735 shares 9,735 $258K 0.01% +958 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 1,375 shares; 2026Q2: 1,392 shares 1,392 $257K 0.01% +17 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 568 shares; 2026Q1: 545 shares; 2026Q2: 298 shares 298 $256K 0.01% -247 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: 2,571 shares; 2024Q4: 3,021 shares; 2025Q1: 2,441 shares; 2025Q2: 2,161 shares; 2025Q3: 2,161 shares; 2025Q4: 2,403 shares; 2026Q1: 2,620 shares; 2026Q2: 2,665 shares 2,665 $252K 0.01% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,903 shares 1,903 $252K 0.01% new Timeline HYD 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: 12,125 shares; 2024Q4: 9,325 shares; 2025Q1: 9,200 shares; 2025Q2: 9,150 shares; 2025Q3: 7,025 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $247K 0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,677 shares; 2026Q1: 6,643 shares; 2026Q2: 6,645 shares 6,645 $245K 0.01% +2 Timeline NYF 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: 4,100 shares; 2026Q2: 4,500 shares 4,500 $243K 0.01% +400 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: 6,525 shares; 2024Q4: 5,820 shares; 2025Q1: 5,580 shares; 2025Q2: 5,585 shares; 2025Q3: 2,050 shares; 2025Q4: 1,202 shares; 2026Q1: 785 shares; 2026Q2: 705 shares 705 $239K 0.01% -80 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,941 shares; 2025Q4: 7,340 shares; 2026Q1: 6,919 shares; 2026Q2: 6,235 shares 6,235 $237K 0.01% -684 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,150 shares; 2024Q4: 8,150 shares; 2025Q1: 8,150 shares; 2025Q2: 8,150 shares; 2025Q3: 8,150 shares; 2025Q4: 8,150 shares; 2026Q1: 8,150 shares; 2026Q2: 8,150 shares 8,150 $236K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 694 shares; 2026Q1: 697 shares; 2026Q2: 709 shares 709 $234K 0.01% +12 Timeline IWP 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: 1,616 shares; 2025Q4: 1,616 shares; 2026Q1: 1,616 shares; 2026Q2: 1,583 shares 1,583 $232K 0.01% -33 Timeline IBDY 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: 9,000 shares 9,000 $232K 0.01% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,983 shares 4,983 $230K 0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 608 shares 608 $228K 0.01% -192 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,055 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 988 shares; 2026Q1: 953 shares; 2026Q2: 953 shares 953 $225K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 709 shares; 2026Q1: 707 shares; 2026Q2: 711 shares 711 $224K 0.01% +4 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,542 shares; 2026Q2: 4,827 shares 4,827 $220K 0.01% -715 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: 8,566 shares; 2024Q4: 8,566 shares; 2025Q1: 8,566 shares; 2025Q2: 8,433 shares; 2025Q3: 8,433 shares; 2025Q4: 8,481 shares; 2026Q1: 8,321 shares; 2026Q2: 2,353 shares 2,353 $216K 0.01% -5,968 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,900 shares 1,900 $215K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,448 shares; 2025Q4: not reported; 2026Q1: 4,400 shares; 2026Q2: 4,447 shares 4,447 $214K 0.01% +47 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 1,948 shares; 2025Q1: 1,923 shares; 2025Q2: 1,923 shares; 2025Q3: 1,923 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,936 shares 1,936 $213K 0.01% new 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: 113,227 shares; 2024Q4: 112,627 shares; 2025Q1: not reported; 2025Q2: 4,455 shares; 2025Q3: 4,551 shares; 2025Q4: 5,353 shares; 2026Q1: not reported; 2026Q2: 3,682 shares 3,682 $210K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,362 shares; 2025Q4: 1,391 shares; 2026Q1: not reported; 2026Q2: 1,268 shares 1,268 $207K 0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,989 shares 1,989 $206K 0.01% new Timeline AES AES CORP More: the full row for AES 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: 11,698 shares; 2026Q2: 11,698 shares 11,698 $171K 0.01% 0 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS 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: 11,093 shares; 2025Q4: 12,085 shares; 2026Q1: 12,799 shares; 2026Q2: 11,863 shares 11,863 $154K 0.01% -936 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,052 shares; 2024Q4: 21,052 shares; 2025Q1: 21,052 shares; 2025Q2: 21,052 shares; 2025Q3: 21,052 shares; 2025Q4: 21,052 shares; 2026Q1: 21,052 shares; 2026Q2: 21,052 shares 21,052 $121K <0.01% 0 Timeline