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: 498,133 shares; 2024Q4: 498,206 shares; 2025Q1: 509,210 shares; 2025Q2: 516,982 shares; 2025Q3: 523,095 shares; 2025Q4: 520,919 shares; 2026Q1: 514,573 shares; 2026Q2: 516,287 shares 516,287 $191M 16.47% +1,714 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: 927,921 shares; 2024Q4: 983,777 shares; 2025Q1: 1,046,300 shares; 2025Q2: 1,078,163 shares; 2025Q3: 1,102,118 shares; 2025Q4: 1,128,228 shares; 2026Q1: 1,130,660 shares; 2026Q2: 1,152,135 shares 1,152,135 $110M 9.48% +21,475 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: 1,153,265 shares; 2024Q4: 1,215,315 shares; 2025Q1: 1,417,985 shares; 2025Q2: 1,500,468 shares; 2025Q3: 1,581,086 shares; 2025Q4: 1,688,690 shares; 2026Q1: 1,755,388 shares; 2026Q2: 1,789,088 shares 1,789,088 $82.6M 7.12% +33,700 Timeline SPHQ 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: 30,521 shares; 2025Q1: 39,076 shares; 2025Q2: 41,900 shares; 2025Q3: 718,232 shares; 2025Q4: 740,985 shares; 2026Q1: 745,478 shares; 2026Q2: 762,357 shares 762,357 $68.7M 5.92% +16,879 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: 1,098,899 shares; 2024Q4: 1,102,789 shares; 2025Q1: 1,153,271 shares; 2025Q2: 1,176,217 shares; 2025Q3: 585,372 shares; 2025Q4: 578,665 shares; 2026Q1: 556,584 shares; 2026Q2: 549,670 shares 549,670 $48.3M 4.16% -6,914 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 715,164 shares; 2024Q4: 838,886 shares; 2025Q1: 1,060,835 shares; 2025Q2: 1,163,855 shares; 2025Q3: 1,278,330 shares; 2025Q4: 1,375,514 shares; 2026Q1: 1,367,772 shares; 2026Q2: 1,377,698 shares 1,377,698 $39.6M 3.41% +9,926 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: 466,494 shares; 2024Q4: 525,097 shares; 2025Q1: 613,052 shares; 2025Q2: 654,193 shares; 2025Q3: 692,754 shares; 2025Q4: 758,386 shares; 2026Q1: 794,361 shares; 2026Q2: 812,609 shares 812,609 $37M 3.19% +18,248 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 339,800 shares; 2025Q4: 359,145 shares; 2026Q1: 363,129 shares; 2026Q2: 370,077 shares 370,077 $33M 2.85% +6,948 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387,755 shares; 2024Q4: 394,925 shares; 2025Q1: 411,169 shares; 2025Q2: 403,764 shares; 2025Q3: 408,972 shares; 2025Q4: 412,404 shares; 2026Q1: 419,164 shares; 2026Q2: 428,139 shares 428,139 $32.4M 2.8% +8,975 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526,784 shares; 2024Q4: 531,988 shares; 2025Q1: 556,052 shares; 2025Q2: 564,426 shares; 2025Q3: 589,853 shares; 2025Q4: 605,993 shares; 2026Q1: 624,355 shares; 2026Q2: 618,393 shares 618,393 $28.5M 2.46% -5,962 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,706 shares; 2024Q4: 268,959 shares; 2025Q1: 252,564 shares; 2025Q2: 224,570 shares; 2025Q3: 207,554 shares; 2025Q4: 206,622 shares; 2026Q1: 210,627 shares; 2026Q2: 186,055 shares 186,055 $21.8M 1.88% -24,572 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 263,654 shares; 2025Q4: 277,711 shares; 2026Q1: 287,522 shares; 2026Q2: 288,109 shares 288,109 $21M 1.81% +587 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: 100,337 shares; 2024Q4: 97,425 shares; 2025Q1: 97,289 shares; 2025Q2: 94,685 shares; 2025Q3: 94,495 shares; 2025Q4: 92,719 shares; 2026Q1: 92,858 shares; 2026Q2: 92,923 shares 92,923 $18.6M 1.6% +65 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,100 shares; 2024Q4: 131,129 shares; 2025Q1: 132,420 shares; 2025Q2: 137,958 shares; 2025Q3: 138,031 shares; 2025Q4: 140,589 shares; 2026Q1: 144,217 shares; 2026Q2: 144,508 shares 144,508 $18M 1.55% +291 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: 21,813 shares; 2024Q4: 21,361 shares; 2025Q1: 21,137 shares; 2025Q2: 20,544 shares; 2025Q3: 20,224 shares; 2025Q4: 18,194 shares; 2026Q1: 18,904 shares; 2026Q2: 18,557 shares 18,557 $13.9M 1.19% -347 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,419 shares; 2024Q4: 176,556 shares; 2025Q1: 184,730 shares; 2025Q2: 188,113 shares; 2025Q3: 204,253 shares; 2025Q4: 221,013 shares; 2026Q1: 250,799 shares; 2026Q2: 242,288 shares 242,288 $12.4M 1.07% -8,511 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,318 shares; 2024Q4: 74,929 shares; 2025Q1: 69,841 shares; 2025Q2: 71,539 shares; 2025Q3: 74,620 shares; 2025Q4: 68,266 shares; 2026Q1: 86,197 shares; 2026Q2: 118,846 shares 118,846 $11.8M 1.02% +32,649 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,219 shares; 2024Q4: 8,329 shares; 2025Q1: 8,251 shares; 2025Q2: 8,110 shares; 2025Q3: 8,699 shares; 2025Q4: 26,420 shares; 2026Q1: 25,952 shares; 2026Q2: 25,954 shares 25,954 $11.4M 0.98% +2 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: 58,815 shares; 2024Q4: 59,438 shares; 2025Q1: 58,404 shares; 2025Q2: 71,594 shares; 2025Q3: 72,590 shares; 2025Q4: 75,348 shares; 2026Q1: 74,633 shares; 2026Q2: 70,059 shares 70,059 $11M 0.95% -4,574 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: 43,491 shares; 2024Q4: 42,886 shares; 2025Q1: 42,868 shares; 2025Q2: 42,815 shares; 2025Q3: 42,876 shares; 2025Q4: 42,648 shares; 2026Q1: 42,770 shares; 2026Q2: 42,714 shares 42,714 $10.1M 0.87% -56 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: 45,032 shares; 2024Q4: 44,261 shares; 2025Q1: 40,154 shares; 2025Q2: 32,325 shares; 2025Q3: 31,985 shares; 2025Q4: 32,437 shares; 2026Q1: 32,256 shares; 2026Q2: 31,778 shares 31,778 $7.72M 0.67% -478 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,482 shares; 2025Q2: 61,010 shares; 2025Q3: 72,762 shares; 2025Q4: 83,772 shares; 2026Q1: 141,407 shares; 2026Q2: 150,613 shares 150,613 $7.37M 0.64% +9,206 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: 10,567 shares; 2024Q4: 10,177 shares; 2025Q1: 9,553 shares; 2025Q2: 9,215 shares; 2025Q3: 9,482 shares; 2025Q4: 9,284 shares; 2026Q1: 9,209 shares; 2026Q2: 9,363 shares 9,363 $7.01M 0.6% +154 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,071 shares; 2024Q4: 21,252 shares; 2025Q1: 20,401 shares; 2025Q2: 18,673 shares; 2025Q3: 19,198 shares; 2025Q4: 18,548 shares; 2026Q1: 18,479 shares; 2026Q2: 18,497 shares 18,497 $6.54M 0.56% +18 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: 80,263 shares; 2024Q4: 79,025 shares; 2025Q1: 76,100 shares; 2025Q2: 77,938 shares; 2025Q3: 77,935 shares; 2025Q4: 77,758 shares; 2026Q1: 77,206 shares; 2026Q2: 75,998 shares 75,998 $6.36M 0.55% -1,208 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: 26,976 shares; 2024Q4: 27,840 shares; 2025Q1: 26,837 shares; 2025Q2: 26,083 shares; 2025Q3: 27,636 shares; 2025Q4: 26,850 shares; 2026Q1: 28,339 shares; 2026Q2: 28,448 shares 28,448 $6.2M 0.53% +109 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: 11,286 shares; 2024Q4: 11,321 shares; 2025Q1: 11,269 shares; 2025Q2: 11,287 shares; 2025Q3: 11,203 shares; 2025Q4: 11,380 shares; 2026Q1: 11,450 shares; 2026Q2: 12,048 shares 12,048 $6.03M 0.52% +598 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: 26,903 shares; 2024Q4: 26,862 shares; 2025Q1: 26,694 shares; 2025Q2: 23,549 shares; 2025Q3: 24,509 shares; 2025Q4: 23,744 shares; 2026Q1: 21,001 shares; 2026Q2: 20,514 shares 20,514 $5.94M 0.51% -487 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: 25,689 shares; 2024Q4: 25,980 shares; 2025Q1: 26,184 shares; 2025Q2: 24,776 shares; 2025Q3: 25,878 shares; 2025Q4: 25,283 shares; 2026Q1: 24,898 shares; 2026Q2: 23,657 shares 23,657 $5.64M 0.49% -1,241 Timeline DEFR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 31,893 shares; 2025Q4: 52,077 shares; 2026Q1: 148,550 shares; 2026Q2: 205,715 shares 205,715 $5.5M 0.47% +57,165 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: 61,282 shares; 2024Q4: 185,394 shares; 2025Q1: 196,541 shares; 2025Q2: 193,042 shares; 2025Q3: 189,418 shares; 2025Q4: 189,661 shares; 2026Q1: 188,401 shares; 2026Q2: 187,520 shares 187,520 $5.43M 0.47% -881 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,077 shares; 2024Q4: 33,093 shares; 2025Q1: 41,655 shares; 2025Q2: 50,876 shares; 2025Q3: 56,100 shares; 2025Q4: 60,535 shares; 2026Q1: 66,033 shares; 2026Q2: 67,152 shares 67,152 $5.33M 0.46% +1,119 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: 41,662 shares; 2024Q4: 40,607 shares; 2025Q1: 27,050 shares; 2025Q2: 20,526 shares; 2025Q3: 19,715 shares; 2025Q4: 19,547 shares; 2026Q1: 19,461 shares; 2026Q2: 17,258 shares 17,258 $5.23M 0.45% -2,203 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,555 shares; 2024Q4: 171,608 shares; 2025Q1: 168,868 shares; 2025Q2: 171,072 shares; 2025Q3: 171,929 shares; 2025Q4: 177,083 shares; 2026Q1: 168,943 shares; 2026Q2: 154,390 shares 154,390 $5.14M 0.44% -14,553 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: 14,420 shares; 2024Q4: 14,343 shares; 2025Q1: 13,876 shares; 2025Q2: 14,207 shares; 2025Q3: 14,521 shares; 2025Q4: 14,175 shares; 2026Q1: 13,700 shares; 2026Q2: 13,264 shares 13,264 $4.95M 0.43% -436 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,938 shares; 2026Q2: 81,292 shares 81,292 $4.12M 0.35% +42,354 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,257 shares; 2024Q4: 4,298 shares; 2025Q1: 4,194 shares; 2025Q2: 4,482 shares; 2025Q3: 4,503 shares; 2025Q4: 4,482 shares; 2026Q1: 4,621 shares; 2026Q2: 33,403 shares 33,403 $3.99M 0.34% +28,782 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,385 shares; 2024Q4: 53,678 shares; 2025Q1: 54,102 shares; 2025Q2: 50,248 shares; 2025Q3: 50,005 shares; 2025Q4: 43,980 shares; 2026Q1: 43,045 shares; 2026Q2: 43,182 shares 43,182 $3.75M 0.32% +137 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: 14,533 shares; 2024Q4: 13,726 shares; 2025Q1: 14,556 shares; 2025Q2: 14,645 shares; 2025Q3: 14,363 shares; 2025Q4: 14,535 shares; 2026Q1: 14,571 shares; 2026Q2: 14,597 shares 14,597 $3.71M 0.32% +26 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: 35,398 shares; 2024Q4: 36,301 shares; 2025Q1: 35,401 shares; 2025Q2: 36,145 shares; 2025Q3: 38,847 shares; 2025Q4: 37,974 shares; 2026Q1: 34,099 shares; 2026Q2: 34,714 shares 34,714 $3.44M 0.3% +615 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,858 shares; 2024Q4: 41,157 shares; 2025Q1: 39,300 shares; 2025Q2: 38,550 shares; 2025Q3: 37,941 shares; 2025Q4: 36,757 shares; 2026Q1: 35,366 shares; 2026Q2: 34,455 shares 34,455 $3.32M 0.29% -911 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: 50,583 shares; 2024Q4: 49,794 shares; 2025Q1: 44,271 shares; 2025Q2: 43,640 shares; 2025Q3: 46,374 shares; 2025Q4: 46,275 shares; 2026Q1: 46,421 shares; 2026Q2: 46,212 shares 46,212 $3.29M 0.28% -209 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: 13,658 shares; 2024Q4: 11,689 shares; 2025Q1: 11,761 shares; 2025Q2: 9,640 shares; 2025Q3: 10,175 shares; 2025Q4: 9,458 shares; 2026Q1: 9,731 shares; 2026Q2: 9,019 shares 9,019 $3.22M 0.28% -712 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: 25,767 shares; 2024Q4: 25,900 shares; 2025Q1: 25,874 shares; 2025Q2: 26,150 shares; 2025Q3: 26,322 shares; 2025Q4: 26,473 shares; 2026Q1: 26,765 shares; 2026Q2: 27,023 shares 27,023 $3.18M 0.27% +258 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,833 shares; 2024Q4: 91,959 shares; 2025Q1: 89,482 shares; 2025Q2: 79,621 shares; 2025Q3: 79,308 shares; 2025Q4: 76,849 shares; 2026Q1: 75,883 shares; 2026Q2: 74,987 shares 74,987 $3.08M 0.27% -896 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: 8,638 shares; 2024Q4: 8,521 shares; 2025Q1: 8,314 shares; 2025Q2: 8,314 shares; 2025Q3: 8,317 shares; 2025Q4: 8,269 shares; 2026Q1: 8,268 shares; 2026Q2: 8,268 shares 8,268 $3.05M 0.26% 0 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,959 shares; 2025Q2: 3,879 shares; 2025Q3: 6,120 shares; 2025Q4: 8,242 shares; 2026Q1: 10,368 shares; 2026Q2: 12,170 shares 12,170 $3.04M 0.26% +1,802 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,989 shares; 2024Q4: 2,961 shares; 2025Q1: 2,854 shares; 2025Q2: 2,867 shares; 2025Q3: 2,880 shares; 2025Q4: 2,871 shares; 2026Q1: 2,822 shares; 2026Q2: 2,821 shares 2,821 $3M 0.26% -1 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: 35,087 shares; 2024Q4: 34,629 shares; 2025Q1: 34,631 shares; 2025Q2: 34,148 shares; 2025Q3: 34,165 shares; 2025Q4: 34,160 shares; 2026Q1: 33,696 shares; 2026Q2: 33,699 shares 33,699 $2.96M 0.25% +3 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: 9,206 shares; 2024Q4: 9,197 shares; 2025Q1: 9,163 shares; 2025Q2: 8,646 shares; 2025Q3: 8,661 shares; 2025Q4: 8,596 shares; 2026Q1: 8,586 shares; 2026Q2: 8,553 shares 8,553 $2.93M 0.25% -33 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: 10,273 shares; 2024Q4: 10,648 shares; 2025Q1: 10,659 shares; 2025Q2: 10,671 shares; 2025Q3: 10,675 shares; 2025Q4: 10,697 shares; 2026Q1: 10,681 shares; 2026Q2: 10,424 shares 10,424 $2.93M 0.25% -257 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,300 shares; 2024Q4: 43,021 shares; 2025Q1: 45,615 shares; 2025Q2: 42,719 shares; 2025Q3: 41,677 shares; 2025Q4: 40,355 shares; 2026Q1: 39,722 shares; 2026Q2: 36,280 shares 36,280 $2.87M 0.25% -3,442 Timeline VBK 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: 9,497 shares; 2024Q4: 9,434 shares; 2025Q1: 9,369 shares; 2025Q2: 8,219 shares; 2025Q3: 8,077 shares; 2025Q4: 7,781 shares; 2026Q1: 7,524 shares; 2026Q2: 7,524 shares 7,524 $2.75M 0.24% 0 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: 2,826 shares; 2024Q4: 2,932 shares; 2025Q1: 2,751 shares; 2025Q2: 3,262 shares; 2025Q3: 3,606 shares; 2025Q4: 3,610 shares; 2026Q1: 3,840 shares; 2026Q2: 3,881 shares 3,881 $2.67M 0.23% +41 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,296 shares; 2024Q4: 33,260 shares; 2025Q1: 33,260 shares; 2025Q2: 33,260 shares; 2025Q3: 33,723 shares; 2025Q4: 37,208 shares; 2026Q1: 43,092 shares; 2026Q2: 43,002 shares 43,002 $2.63M 0.23% -90 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: 2,356 shares; 2024Q4: 2,352 shares; 2025Q1: 2,370 shares; 2025Q2: 2,079 shares; 2025Q3: 2,165 shares; 2025Q4: 2,073 shares; 2026Q1: 2,121 shares; 2026Q2: 2,130 shares 2,130 $2.56M 0.22% +9 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,694 shares; 2024Q4: 22,804 shares; 2025Q1: 19,709 shares; 2025Q2: 20,166 shares; 2025Q3: 19,714 shares; 2025Q4: 18,932 shares; 2026Q1: 17,017 shares; 2026Q2: 16,119 shares 16,119 $2.55M 0.22% -898 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: 16,320 shares; 2024Q4: 16,428 shares; 2025Q1: 16,056 shares; 2025Q2: 16,790 shares; 2025Q3: 16,846 shares; 2025Q4: 16,804 shares; 2026Q1: 16,867 shares; 2026Q2: 18,365 shares 18,365 $2.51M 0.22% +1,498 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: 27,347 shares; 2024Q4: 22,197 shares; 2025Q1: 21,468 shares; 2025Q2: 17,628 shares; 2025Q3: 17,815 shares; 2025Q4: 17,800 shares; 2026Q1: 17,448 shares; 2026Q2: 16,645 shares 16,645 $2.32M 0.2% -803 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: 11,514 shares; 2024Q4: 13,093 shares; 2025Q1: 13,865 shares; 2025Q2: 13,866 shares; 2025Q3: 14,011 shares; 2025Q4: 14,012 shares; 2026Q1: 14,013 shares; 2026Q2: 14,014 shares 14,014 $2.3M 0.2% +1 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,592 shares; 2024Q4: 38,369 shares; 2025Q1: 37,119 shares; 2025Q2: 36,413 shares; 2025Q3: 34,903 shares; 2025Q4: 31,426 shares; 2026Q1: 28,436 shares; 2026Q2: 28,406 shares 28,406 $2.24M 0.19% -30 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: 23,450 shares; 2024Q4: 22,468 shares; 2025Q1: 21,549 shares; 2025Q2: 20,765 shares; 2025Q3: 18,725 shares; 2025Q4: 17,949 shares; 2026Q1: 17,793 shares; 2026Q2: 17,384 shares 17,384 $2.23M 0.19% -409 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: 47,895 shares; 2024Q4: 46,441 shares; 2025Q1: 40,551 shares; 2025Q2: 39,904 shares; 2025Q3: 38,721 shares; 2025Q4: 37,980 shares; 2026Q1: 37,041 shares; 2026Q2: 36,809 shares 36,809 $2.2M 0.19% -232 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: 9,795 shares; 2024Q4: 9,656 shares; 2025Q1: 9,339 shares; 2025Q2: 9,329 shares; 2025Q3: 9,312 shares; 2025Q4: 9,335 shares; 2026Q1: 9,068 shares; 2026Q2: 8,697 shares 8,697 $2.19M 0.19% -371 Timeline VSS 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: 18,102 shares; 2024Q4: 17,374 shares; 2025Q1: 15,756 shares; 2025Q2: 15,762 shares; 2025Q3: 15,052 shares; 2025Q4: 15,074 shares; 2026Q1: 14,285 shares; 2026Q2: 13,887 shares 13,887 $2.14M 0.18% -398 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: 37,885 shares; 2024Q4: 37,193 shares; 2025Q1: 31,748 shares; 2025Q2: 32,346 shares; 2025Q3: 32,409 shares; 2025Q4: 32,640 shares; 2026Q1: 31,408 shares; 2026Q2: 29,188 shares 29,188 $2.14M 0.18% -2,220 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,574 shares; 2024Q4: 6,668 shares; 2025Q1: 6,334 shares; 2025Q2: 5,824 shares; 2025Q3: 5,806 shares; 2025Q4: 4,941 shares; 2026Q1: 5,013 shares; 2026Q2: 24,504 shares 24,504 $2.11M 0.18% +19,491 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,651 shares; 2024Q4: 30,485 shares; 2025Q1: 30,541 shares; 2025Q2: 31,518 shares; 2025Q3: 31,858 shares; 2025Q4: 30,722 shares; 2026Q1: 33,029 shares; 2026Q2: 33,024 shares 33,024 $2.05M 0.18% -5 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,326 shares; 2024Q4: 104,657 shares; 2025Q1: 77,447 shares; 2025Q2: 70,985 shares; 2025Q3: 71,050 shares; 2025Q4: 70,113 shares; 2026Q1: 70,179 shares; 2026Q2: 69,071 shares 69,071 $2.03M 0.18% -1,108 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: 5,206 shares; 2024Q4: 5,183 shares; 2025Q1: 5,153 shares; 2025Q2: 5,534 shares; 2025Q3: 5,545 shares; 2025Q4: 5,551 shares; 2026Q1: 5,566 shares; 2026Q2: 5,577 shares 5,577 $2.02M 0.17% +11 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,237 shares; 2024Q4: 149,192 shares; 2025Q1: 127,249 shares; 2025Q2: 112,340 shares; 2025Q3: 113,827 shares; 2025Q4: 105,523 shares; 2026Q1: 59,642 shares; 2026Q2: 49,347 shares 49,347 $1.98M 0.17% -10,295 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: 15,251 shares; 2024Q4: 14,817 shares; 2025Q1: 14,828 shares; 2025Q2: 14,810 shares; 2025Q3: 14,699 shares; 2025Q4: 10,197 shares; 2026Q1: 8,856 shares; 2026Q2: 10,662 shares 10,662 $1.88M 0.16% +1,806 Timeline VPU 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: 8,161 shares; 2024Q4: 11,185 shares; 2025Q1: 10,024 shares; 2025Q2: 9,828 shares; 2025Q3: 9,941 shares; 2025Q4: 9,744 shares; 2026Q1: 9,489 shares; 2026Q2: 9,201 shares 9,201 $1.8M 0.16% -288 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: 5,285 shares; 2024Q4: 5,122 shares; 2025Q1: 5,133 shares; 2025Q2: 5,139 shares; 2025Q3: 5,136 shares; 2025Q4: 5,143 shares; 2026Q1: 5,402 shares; 2026Q2: 5,647 shares 5,647 $1.78M 0.15% +245 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,381 shares; 2024Q4: 14,381 shares; 2025Q1: 14,381 shares; 2025Q2: 23,161 shares; 2025Q3: 29,208 shares; 2025Q4: 28,337 shares; 2026Q1: 27,769 shares; 2026Q2: 30,110 shares 30,110 $1.78M 0.15% +2,341 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: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 3,577 shares; 2025Q2: 3,707 shares; 2025Q3: 5,007 shares; 2025Q4: 5,007 shares; 2026Q1: 4,921 shares; 2026Q2: 4,911 shares 4,911 $1.72M 0.15% -10 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,411 shares; 2024Q4: 39,131 shares; 2025Q1: 39,213 shares; 2025Q2: 38,766 shares; 2025Q3: 38,774 shares; 2025Q4: 36,383 shares; 2026Q1: 34,183 shares; 2026Q2: 34,188 shares 34,188 $1.71M 0.15% +5 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: 6,911 shares; 2024Q4: 7,717 shares; 2025Q1: 7,190 shares; 2025Q2: 6,005 shares; 2025Q3: 6,142 shares; 2025Q4: 6,114 shares; 2026Q1: 6,216 shares; 2026Q2: 5,622 shares 5,622 $1.68M 0.14% -594 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,864 shares; 2024Q4: 36,956 shares; 2025Q1: 37,047 shares; 2025Q2: 37,144 shares; 2025Q3: 37,243 shares; 2025Q4: 37,248 shares; 2026Q1: 37,252 shares; 2026Q2: 37,255 shares 37,255 $1.63M 0.14% +3 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,777 shares; 2024Q4: 3,547 shares; 2025Q1: 3,549 shares; 2025Q2: 3,253 shares; 2025Q3: 3,255 shares; 2025Q4: 3,466 shares; 2026Q1: 3,460 shares; 2026Q2: 3,283 shares 3,283 $1.61M 0.14% -177 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: 5,439 shares; 2024Q4: 5,445 shares; 2025Q1: 5,262 shares; 2025Q2: 5,284 shares; 2025Q3: 5,290 shares; 2025Q4: 5,204 shares; 2026Q1: 5,207 shares; 2026Q2: 5,174 shares 5,174 $1.55M 0.13% -33 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,250 shares; 2024Q4: 9,250 shares; 2025Q1: 9,250 shares; 2025Q2: 9,250 shares; 2025Q3: 9,250 shares; 2025Q4: 9,250 shares; 2026Q1: 9,250 shares; 2026Q2: 9,250 shares 9,250 $1.51M 0.13% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,810 shares; 2024Q4: 34,760 shares; 2025Q1: 34,088 shares; 2025Q2: 33,758 shares; 2025Q3: 34,025 shares; 2025Q4: 33,282 shares; 2026Q1: 33,282 shares; 2026Q2: 33,188 shares 33,188 $1.51M 0.13% -94 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: 34,097 shares; 2024Q4: 33,418 shares; 2025Q1: 30,633 shares; 2025Q2: 29,584 shares; 2025Q3: 30,523 shares; 2025Q4: 30,153 shares; 2026Q1: 28,902 shares; 2026Q2: 28,782 shares 28,782 $1.51M 0.13% -120 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,940 shares; 2024Q4: 5,770 shares; 2025Q1: 5,770 shares; 2025Q2: 5,776 shares; 2025Q3: 5,776 shares; 2025Q4: 5,778 shares; 2026Q1: 5,073 shares; 2026Q2: 5,076 shares 5,076 $1.5M 0.13% +3 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: 13,016 shares; 2024Q4: 12,870 shares; 2025Q1: 11,480 shares; 2025Q2: 11,520 shares; 2025Q3: 11,080 shares; 2025Q4: 10,239 shares; 2026Q1: 10,215 shares; 2026Q2: 10,076 shares 10,076 $1.49M 0.13% -139 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 784 shares; 2024Q4: 784 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 765 shares 765 $1.49M 0.13% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,360 shares; 2024Q4: 7,116 shares; 2025Q1: 7,120 shares; 2025Q2: 7,137 shares; 2025Q3: 7,119 shares; 2025Q4: 7,124 shares; 2026Q1: 7,128 shares; 2026Q2: 6,929 shares 6,929 $1.47M 0.13% -199 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,796 shares; 2025Q4: 15,966 shares; 2026Q1: 25,934 shares; 2026Q2: 29,080 shares 29,080 $1.47M 0.13% +3,146 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: 30,699 shares; 2024Q4: 30,699 shares; 2025Q1: 34,982 shares; 2025Q2: 43,434 shares; 2025Q3: 43,434 shares; 2025Q4: 43,434 shares; 2026Q1: 64,355 shares; 2026Q2: 64,355 shares 64,355 $1.44M 0.12% 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: 1,683 shares; 2024Q4: 1,629 shares; 2025Q1: 1,684 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares; 2025Q4: 1,773 shares; 2026Q1: 1,849 shares; 2026Q2: 1,953 shares 1,953 $1.44M 0.12% +104 Timeline VONG 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: 8,141 shares; 2025Q1: 9,943 shares; 2025Q2: 10,627 shares; 2025Q3: 10,859 shares; 2025Q4: 10,849 shares; 2026Q1: 11,109 shares; 2026Q2: 11,079 shares 11,079 $1.42M 0.12% -30 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,486 shares; 2024Q4: 3,488 shares; 2025Q1: 3,491 shares; 2025Q2: 3,551 shares; 2025Q3: 3,535 shares; 2025Q4: 3,541 shares; 2026Q1: 3,543 shares; 2026Q2: 3,543 shares 3,543 $1.41M 0.12% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,531 shares; 2024Q4: 13,894 shares; 2025Q1: 13,945 shares; 2025Q2: 13,649 shares; 2025Q3: 13,683 shares; 2025Q4: 13,691 shares; 2026Q1: 12,590 shares; 2026Q2: 12,346 shares 12,346 $1.4M 0.12% -244 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,434 shares; 2024Q4: 2,419 shares; 2025Q1: 2,320 shares; 2025Q2: 2,326 shares; 2025Q3: 2,544 shares; 2025Q4: 2,294 shares; 2026Q1: 2,424 shares; 2026Q2: 2,409 shares 2,409 $1.36M 0.12% -15 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: 13,975 shares; 2024Q4: 13,217 shares; 2025Q1: 13,217 shares; 2025Q2: 13,009 shares; 2025Q3: 16,373 shares; 2025Q4: 13,819 shares; 2026Q1: 14,057 shares; 2026Q2: 13,915 shares 13,915 $1.34M 0.12% -142 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 8,963 shares; 2026Q1: 60,369 shares; 2026Q2: 48,341 shares 48,341 $1.32M 0.11% -12,028 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,687 shares; 2024Q4: 2,687 shares; 2025Q1: 2,611 shares; 2025Q2: 2,508 shares; 2025Q3: 2,480 shares; 2025Q4: 2,455 shares; 2026Q1: 2,408 shares; 2026Q2: 2,398 shares 2,398 $1.3M 0.11% -10 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 9,706 shares; 2026Q2: 9,787 shares 9,787 $1.3M 0.11% +81 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: 21,642 shares; 2024Q4: 21,569 shares; 2025Q1: 18,761 shares; 2025Q2: 18,710 shares; 2025Q3: 19,014 shares; 2025Q4: 17,261 shares; 2026Q1: 17,262 shares; 2026Q2: 16,528 shares 16,528 $1.27M 0.11% -734 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,301 shares; 2024Q4: 50,868 shares; 2025Q1: 44,559 shares; 2025Q2: 44,898 shares; 2025Q3: 42,627 shares; 2025Q4: 39,637 shares; 2026Q1: 39,039 shares; 2026Q2: 39,137 shares 39,137 $1.24M 0.11% +98 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,943 shares; 2024Q4: 7,575 shares; 2025Q1: 6,562 shares; 2025Q2: 6,077 shares; 2025Q3: 6,082 shares; 2025Q4: 5,805 shares; 2026Q1: 5,811 shares; 2026Q2: 5,654 shares 5,654 $1.24M 0.11% -157 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: 30,923 shares; 2024Q4: 30,923 shares; 2025Q1: 37,293 shares; 2025Q2: 44,938 shares; 2025Q3: 45,924 shares; 2025Q4: 45,924 shares; 2026Q1: 53,832 shares; 2026Q2: 52,270 shares 52,270 $1.2M 0.1% -1,562 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: 4,953 shares; 2024Q4: 4,993 shares; 2025Q1: 4,789 shares; 2025Q2: 4,818 shares; 2025Q3: 4,776 shares; 2025Q4: 5,440 shares; 2026Q1: 5,453 shares; 2026Q2: 5,452 shares 5,452 $1.19M 0.1% -1 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: 13,554 shares; 2024Q4: 13,001 shares; 2025Q1: 13,015 shares; 2025Q2: 13,004 shares; 2025Q3: 13,004 shares; 2025Q4: 13,016 shares; 2026Q1: 13,016 shares; 2026Q2: 13,016 shares 13,016 $1.19M 0.1% 0 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: 3,092 shares; 2024Q4: 3,180 shares; 2025Q1: 3,505 shares; 2025Q2: 3,524 shares; 2025Q3: 3,719 shares; 2025Q4: 3,713 shares; 2026Q1: 3,887 shares; 2026Q2: 3,610 shares 3,610 $1.18M 0.1% -277 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,653 shares; 2024Q4: 16,653 shares; 2025Q1: 19,203 shares; 2025Q2: 19,203 shares; 2025Q3: 19,203 shares; 2025Q4: 27,546 shares; 2026Q1: 27,546 shares; 2026Q2: 27,546 shares 27,546 $1.18M 0.1% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,791 shares; 2024Q4: 5,769 shares; 2025Q1: 5,417 shares; 2025Q2: 5,420 shares; 2025Q3: 5,425 shares; 2025Q4: 5,334 shares; 2026Q1: 5,320 shares; 2026Q2: 5,275 shares 5,275 $1.17M 0.1% -45 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: 10,625 shares; 2024Q4: 10,687 shares; 2025Q1: 9,910 shares; 2025Q2: 9,931 shares; 2025Q3: 10,683 shares; 2025Q4: 9,892 shares; 2026Q1: 9,912 shares; 2026Q2: 9,905 shares 9,905 $1.16M 0.1% -7 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: 3,717 shares; 2024Q4: 3,633 shares; 2025Q1: 3,782 shares; 2025Q2: 2,680 shares; 2025Q3: 3,169 shares; 2025Q4: 2,839 shares; 2026Q1: 2,728 shares; 2026Q2: 2,755 shares 2,755 $1.16M 0.1% +27 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,102 shares; 2024Q4: 4,922 shares; 2025Q1: 4,924 shares; 2025Q2: 4,922 shares; 2025Q3: 4,922 shares; 2025Q4: 4,922 shares; 2026Q1: 4,922 shares; 2026Q2: 4,922 shares 4,922 $1.12M 0.1% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,238 shares; 2024Q4: 6,143 shares; 2025Q1: 6,983 shares; 2025Q2: 12,137 shares; 2025Q3: 11,612 shares; 2025Q4: 11,277 shares; 2026Q1: 10,640 shares; 2026Q2: 10,105 shares 10,105 $1.12M 0.1% -535 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,472 shares; 2024Q4: 28,472 shares; 2025Q1: 28,472 shares; 2025Q2: 37,064 shares; 2025Q3: 37,110 shares; 2025Q4: 39,842 shares; 2026Q1: 49,723 shares; 2026Q2: 49,723 shares 49,723 $1.1M 0.09% 0 Timeline SGVT 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: not reported; 2026Q1: not reported; 2026Q2: 10,927 shares 10,927 $1.1M 0.09% new 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: 4,683 shares; 2024Q4: 4,683 shares; 2025Q1: 4,683 shares; 2025Q2: 13,555 shares; 2025Q3: 19,671 shares; 2025Q4: 19,949 shares; 2026Q1: 15,937 shares; 2026Q2: 18,736 shares 18,736 $1.09M 0.09% +2,799 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: 9,836 shares; 2024Q4: 10,807 shares; 2025Q1: 10,863 shares; 2025Q2: 10,950 shares; 2025Q3: 11,035 shares; 2025Q4: 11,146 shares; 2026Q1: 12,975 shares; 2026Q2: 13,057 shares 13,057 $1.07M 0.09% +82 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,383 shares; 2024Q4: 9,438 shares; 2025Q1: 9,482 shares; 2025Q2: 9,501 shares; 2025Q3: 9,546 shares; 2025Q4: 7,430 shares; 2026Q1: 7,462 shares; 2026Q2: 7,035 shares 7,035 $1.07M 0.09% -427 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,707 shares; 2024Q4: 23,473 shares; 2025Q1: 23,469 shares; 2025Q2: 18,824 shares; 2025Q3: 13,536 shares; 2025Q4: 13,472 shares; 2026Q1: 13,503 shares; 2026Q2: 13,503 shares 13,503 $1.05M 0.09% 0 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,040 shares; 2025Q3: 5,700 shares; 2025Q4: 13,710 shares; 2026Q1: 18,320 shares; 2026Q2: 19,313 shares 19,313 $1.03M 0.09% +993 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,367 shares; 2024Q4: 10,735 shares; 2025Q1: 15,644 shares; 2025Q2: 20,288 shares; 2025Q3: 24,520 shares; 2025Q4: 24,673 shares; 2026Q1: 26,501 shares; 2026Q2: 25,555 shares 25,555 $1.03M 0.09% -946 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: 7,213 shares; 2024Q4: 7,936 shares; 2025Q1: 7,810 shares; 2025Q2: 7,976 shares; 2025Q3: 8,219 shares; 2025Q4: 8,754 shares; 2026Q1: 8,853 shares; 2026Q2: 8,951 shares 8,951 $1.01M 0.09% +98 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: 243 shares; 2024Q4: 243 shares; 2025Q1: 245 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 248 shares; 2026Q2: 5,578 shares 5,578 $994K 0.09% +5,330 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: 3,472 shares; 2024Q4: 3,561 shares; 2025Q1: 3,563 shares; 2025Q2: 3,564 shares; 2025Q3: 3,476 shares; 2025Q4: 3,484 shares; 2026Q1: 3,490 shares; 2026Q2: 3,671 shares 3,671 $993K 0.09% +181 Timeline VCIT 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: 11,344 shares; 2024Q4: 11,344 shares; 2025Q1: 10,517 shares; 2025Q2: 10,517 shares; 2025Q3: 10,517 shares; 2025Q4: 10,079 shares; 2026Q1: 10,675 shares; 2026Q2: 11,909 shares 11,909 $984K 0.08% +1,234 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: 11,536 shares; 2024Q4: 11,146 shares; 2025Q1: 8,522 shares; 2025Q2: 4,772 shares; 2025Q3: 5,455 shares; 2025Q4: 4,564 shares; 2026Q1: 3,333 shares; 2026Q2: 3,816 shares 3,816 $975K 0.08% +483 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: 408 shares; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 409 shares; 2025Q3: 408 shares; 2025Q4: 276 shares; 2026Q1: 301 shares; 2026Q2: 301 shares 301 $962K 0.08% 0 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: 10,053 shares; 2024Q4: 10,408 shares; 2025Q1: 10,384 shares; 2025Q2: 10,441 shares; 2025Q3: 10,059 shares; 2025Q4: 11,216 shares; 2026Q1: 11,567 shares; 2026Q2: 11,760 shares 11,760 $956K 0.08% +193 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: 2,915 shares; 2024Q4: 2,846 shares; 2025Q1: 2,838 shares; 2025Q2: 2,821 shares; 2025Q3: 3,709 shares; 2025Q4: 3,590 shares; 2026Q1: 3,498 shares; 2026Q2: 2,495 shares 2,495 $942K 0.08% -1,003 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,330 shares; 2024Q4: 3,293 shares; 2025Q1: 2,979 shares; 2025Q2: 2,989 shares; 2025Q3: 2,994 shares; 2025Q4: 2,994 shares; 2026Q1: 2,659 shares; 2026Q2: 2,659 shares 2,659 $914K 0.08% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,772 shares; 2024Q4: 15,462 shares; 2025Q1: 15,249 shares; 2025Q2: 15,036 shares; 2025Q3: 14,854 shares; 2025Q4: 14,628 shares; 2026Q1: 14,664 shares; 2026Q2: 14,679 shares 14,679 $909K 0.08% +15 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,975 shares; 2024Q4: 11,975 shares; 2025Q1: 11,975 shares; 2025Q2: 11,975 shares; 2025Q3: 11,975 shares; 2025Q4: 11,975 shares; 2026Q1: 11,975 shares; 2026Q2: 11,975 shares 11,975 $905K 0.08% 0 Timeline MSBT MORGAN STANLEY BITCOIN TR More: the full row for MORGAN STANLEY BITCOIN 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: 52,547 shares 52,547 $885K 0.08% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,671 shares; 2026Q2: 8,671 shares 8,671 $875K 0.08% 0 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,050 shares; 2024Q4: 17,050 shares; 2025Q1: 20,603 shares; 2025Q2: 20,605 shares; 2025Q3: 23,793 shares; 2025Q4: 22,665 shares; 2026Q1: 23,333 shares; 2026Q2: 22,252 shares 22,252 $863K 0.07% -1,081 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: 9,927 shares; 2024Q4: 9,697 shares; 2025Q1: 9,717 shares; 2025Q2: 17,988 shares; 2025Q3: 17,963 shares; 2025Q4: 17,967 shares; 2026Q1: 17,967 shares; 2026Q2: 17,967 shares 17,967 $863K 0.07% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,932 shares; 2024Q4: 2,932 shares; 2025Q1: 2,936 shares; 2025Q2: 3,161 shares; 2025Q3: 3,163 shares; 2025Q4: 3,160 shares; 2026Q1: 3,485 shares; 2026Q2: 3,486 shares 3,486 $843K 0.07% +1 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: 812 shares; 2026Q1: 797 shares; 2026Q2: 727 shares 727 $839K 0.07% -70 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,294 shares; 2024Q4: 7,978 shares; 2025Q1: 7,977 shares; 2025Q2: 7,558 shares; 2025Q3: 8,133 shares; 2025Q4: 8,133 shares; 2026Q1: 6,313 shares; 2026Q2: 5,944 shares 5,944 $836K 0.07% -369 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,798 shares; 2024Q4: 2,683 shares; 2025Q1: 3,281 shares; 2025Q2: 3,282 shares; 2025Q3: 3,961 shares; 2025Q4: 3,964 shares; 2026Q1: 3,959 shares; 2026Q2: 3,960 shares 3,960 $834K 0.07% +1 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,207 shares; 2024Q4: 24,207 shares; 2025Q1: 24,207 shares; 2025Q2: 37,974 shares; 2025Q3: 38,019 shares; 2025Q4: 38,076 shares; 2026Q1: 38,091 shares; 2026Q2: 38,091 shares 38,091 $825K 0.07% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,046 shares; 2024Q4: 18,065 shares; 2025Q1: 17,411 shares; 2025Q2: 17,488 shares; 2025Q3: 17,488 shares; 2025Q4: 17,488 shares; 2026Q1: 17,488 shares; 2026Q2: 16,756 shares 16,756 $811K 0.07% -732 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: 5,931 shares; 2024Q4: 6,121 shares; 2025Q1: 5,488 shares; 2025Q2: 5,462 shares; 2025Q3: 5,177 shares; 2025Q4: 4,654 shares; 2026Q1: 4,648 shares; 2026Q2: 4,840 shares 4,840 $802K 0.07% +192 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: 2,661 shares; 2024Q4: 2,681 shares; 2025Q1: 2,660 shares; 2025Q2: 2,670 shares; 2025Q3: 2,596 shares; 2025Q4: 2,608 shares; 2026Q1: 2,522 shares; 2026Q2: 2,527 shares 2,527 $795K 0.07% +5 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,703 shares; 2025Q2: 12,738 shares; 2025Q3: 14,083 shares; 2025Q4: 9,600 shares; 2026Q1: 9,610 shares; 2026Q2: 9,620 shares 9,620 $788K 0.07% +10 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR 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: 1,583 shares; 2026Q1: 3,808 shares; 2026Q2: 3,808 shares 3,808 $788K 0.07% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,551 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,551 shares; 2026Q1: 1,551 shares; 2026Q2: 6,204 shares 6,204 $770K 0.07% +4,653 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: 2,093 shares; 2024Q4: 2,093 shares; 2025Q1: 2,016 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares; 2026Q1: 2,023 shares; 2026Q2: 2,021 shares 2,021 $755K 0.07% -2 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,254 shares; 2024Q4: 12,254 shares; 2025Q1: 12,254 shares; 2025Q2: 12,254 shares; 2025Q3: 13,276 shares; 2025Q4: 13,419 shares; 2026Q1: 13,419 shares; 2026Q2: 13,509 shares 13,509 $730K 0.06% +90 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: 6,330 shares; 2024Q4: 6,337 shares; 2025Q1: 6,352 shares; 2025Q2: 4,493 shares; 2025Q3: 4,962 shares; 2025Q4: 6,336 shares; 2026Q1: 6,066 shares; 2026Q2: 5,505 shares 5,505 $728K 0.06% -561 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,462 shares 4,462 $721K 0.06% new 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: 5,156 shares; 2024Q4: 5,156 shares; 2025Q1: 4,456 shares; 2025Q2: 4,456 shares; 2025Q3: 4,456 shares; 2025Q4: 4,456 shares; 2026Q1: 4,456 shares; 2026Q2: 4,456 shares 4,456 $696K 0.06% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,852 shares; 2024Q4: 8,852 shares; 2025Q1: 8,812 shares; 2025Q2: 8,812 shares; 2025Q3: 8,812 shares; 2025Q4: 8,812 shares; 2026Q1: 9,162 shares; 2026Q2: 9,162 shares 9,162 $689K 0.06% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 569 shares; 2025Q3: 566 shares; 2025Q4: 593 shares; 2026Q1: 582 shares; 2026Q2: 581 shares 581 $683K 0.06% -1 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,095 shares; 2024Q4: 29,003 shares; 2025Q1: 28,935 shares; 2025Q2: 28,956 shares; 2025Q3: 28,976 shares; 2025Q4: 29,003 shares; 2026Q1: 29,017 shares; 2026Q2: 29,038 shares 29,038 $681K 0.06% +21 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: 3,126 shares; 2024Q4: 3,126 shares; 2025Q1: 3,126 shares; 2025Q2: 3,228 shares; 2025Q3: 3,228 shares; 2025Q4: 3,522 shares; 2026Q1: 2,522 shares; 2026Q2: 2,524 shares 2,524 $664K 0.06% +2 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: 1,786 shares; 2024Q4: 1,770 shares; 2025Q1: 1,780 shares; 2025Q2: 1,786 shares; 2025Q3: 1,921 shares; 2025Q4: 1,917 shares; 2026Q1: 1,882 shares; 2026Q2: 1,872 shares 1,872 $660K 0.06% -10 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 858 shares; 2026Q2: 858 shares 858 $650K 0.06% 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: 11,504 shares; 2024Q4: 32,481 shares; 2025Q1: 23,285 shares; 2025Q2: 19,328 shares; 2025Q3: 18,840 shares; 2025Q4: 17,419 shares; 2026Q1: 18,023 shares; 2026Q2: 17,539 shares 17,539 $647K 0.06% -484 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: 7,515 shares; 2024Q4: 8,276 shares; 2025Q1: 8,276 shares; 2025Q2: 8,276 shares; 2025Q3: 8,276 shares; 2025Q4: 8,294 shares; 2026Q1: 8,520 shares; 2026Q2: 8,520 shares 8,520 $643K 0.06% 0 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,025 shares 22,025 $643K 0.06% new 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: 4,467 shares; 2024Q4: 4,540 shares; 2025Q1: 4,469 shares; 2025Q2: 4,483 shares; 2025Q3: 4,415 shares; 2025Q4: 4,839 shares; 2026Q1: 4,975 shares; 2026Q2: 4,380 shares 4,380 $642K 0.06% -595 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,662 shares; 2024Q4: 11,662 shares; 2025Q1: 11,669 shares; 2025Q2: 11,671 shares; 2025Q3: 11,670 shares; 2025Q4: 11,674 shares; 2026Q1: 12,794 shares; 2026Q2: 9,811 shares 9,811 $629K 0.05% -2,983 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: 616 shares; 2024Q4: 616 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 622 shares; 2025Q4: 604 shares; 2026Q1: 759 shares; 2026Q2: 1,535 shares 1,535 $625K 0.05% +776 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,595 shares; 2024Q4: 28,980 shares; 2025Q1: 16,573 shares; 2025Q2: 9,876 shares; 2025Q3: 8,877 shares; 2025Q4: 8,901 shares; 2026Q1: 8,410 shares; 2026Q2: 7,864 shares 7,864 $622K 0.05% -546 Timeline XBOX ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,182 shares 6,182 $619K 0.05% new 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: 15,618 shares; 2024Q4: 24,295 shares; 2025Q1: 23,831 shares; 2025Q2: 21,924 shares; 2025Q3: 22,056 shares; 2025Q4: 21,440 shares; 2026Q1: 21,582 shares; 2026Q2: 25,488 shares 25,488 $614K 0.05% +3,906 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: 3,834 shares; 2024Q4: 3,834 shares; 2025Q1: 3,587 shares; 2025Q2: 3,727 shares; 2025Q3: 3,789 shares; 2025Q4: 3,886 shares; 2026Q1: 3,786 shares; 2026Q2: 3,876 shares 3,876 $613K 0.05% +90 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,662 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 6,148 shares; 2025Q4: 6,339 shares; 2026Q1: 6,339 shares; 2026Q2: 6,339 shares 6,339 $612K 0.05% 0 Timeline MGC 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: 1,758 shares; 2024Q4: 2,241 shares; 2025Q1: 2,247 shares; 2025Q2: 2,200 shares; 2025Q3: 2,206 shares; 2025Q4: 2,216 shares; 2026Q1: 2,222 shares; 2026Q2: 2,228 shares 2,228 $610K 0.05% +6 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: 6,031 shares; 2024Q4: 6,008 shares; 2025Q1: 6,016 shares; 2025Q2: 6,009 shares; 2025Q3: 6,011 shares; 2025Q4: 5,896 shares; 2026Q1: 5,919 shares; 2026Q2: 5,928 shares 5,928 $606K 0.05% +9 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: 1,696 shares; 2024Q4: 1,916 shares; 2025Q1: 1,934 shares; 2025Q2: 1,939 shares; 2025Q3: 1,968 shares; 2025Q4: 2,180 shares; 2026Q1: 2,157 shares; 2026Q2: 2,236 shares 2,236 $604K 0.05% +79 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,856 shares 3,856 $604K 0.05% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,093 shares; 2024Q4: 4,157 shares; 2025Q1: 3,753 shares; 2025Q2: 3,852 shares; 2025Q3: 3,675 shares; 2025Q4: 3,676 shares; 2026Q1: 3,681 shares; 2026Q2: 3,675 shares 3,675 $595K 0.05% -6 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: 4,942 shares; 2024Q4: 4,942 shares; 2025Q1: 4,955 shares; 2025Q2: 4,952 shares; 2025Q3: 4,951 shares; 2025Q4: 4,952 shares; 2026Q1: 4,968 shares; 2026Q2: 4,963 shares 4,963 $587K 0.05% -5 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: 3,429 shares; 2024Q4: 3,431 shares; 2025Q1: 3,433 shares; 2025Q2: 3,497 shares; 2025Q3: 3,499 shares; 2025Q4: 3,501 shares; 2026Q1: 3,503 shares; 2026Q2: 3,503 shares 3,503 $577K 0.05% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,308 shares; 2024Q4: 1,213 shares; 2025Q1: 1,207 shares; 2025Q2: 986 shares; 2025Q3: 987 shares; 2025Q4: 982 shares; 2026Q1: 2,497 shares; 2026Q2: 2,498 shares 2,498 $573K 0.05% +1 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: 2,456 shares; 2024Q4: 1,989 shares; 2025Q1: 1,946 shares; 2025Q2: 1,882 shares; 2025Q3: 4,174 shares; 2025Q4: 4,005 shares; 2026Q1: 4,005 shares; 2026Q2: 3,899 shares 3,899 $571K 0.05% -106 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,747 shares; 2025Q1: 11,802 shares; 2025Q2: 5,985 shares; 2025Q3: 6,882 shares; 2025Q4: 5,028 shares; 2026Q1: 5,138 shares; 2026Q2: 5,232 shares 5,232 $571K 0.05% +94 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 11,539 shares; 2026Q1: 23,192 shares; 2026Q2: 24,957 shares 24,957 $567K 0.05% +1,765 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 994 shares; 2026Q1: 993 shares; 2026Q2: 994 shares 994 $557K 0.05% +1 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,991 shares; 2024Q4: 6,227 shares; 2025Q1: 6,291 shares; 2025Q2: 6,029 shares; 2025Q3: 6,039 shares; 2025Q4: 5,955 shares; 2026Q1: 5,093 shares; 2026Q2: 4,964 shares 4,964 $541K 0.05% -129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 4,050 shares; 2026Q2: 4,054 shares 4,054 $538K 0.05% +4 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,181 shares; 2024Q4: 26,181 shares; 2025Q1: 26,181 shares; 2025Q2: 26,181 shares; 2025Q3: 26,181 shares; 2025Q4: 26,181 shares; 2026Q1: 26,181 shares; 2026Q2: 26,181 shares 26,181 $529K 0.05% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,997 shares; 2024Q4: 26,997 shares; 2025Q1: 26,997 shares; 2025Q2: 26,997 shares; 2025Q3: 26,997 shares; 2025Q4: 26,997 shares; 2026Q1: 26,997 shares; 2026Q2: 26,997 shares 26,997 $528K 0.05% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,051 shares; 2024Q4: 8,649 shares; 2025Q1: 8,663 shares; 2025Q2: 9,188 shares; 2025Q3: 10,171 shares; 2025Q4: 10,928 shares; 2026Q1: 11,961 shares; 2026Q2: 10,646 shares 10,646 $525K 0.05% -1,315 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,674 shares; 2024Q4: 24,674 shares; 2025Q1: 12,674 shares; 2025Q2: 12,674 shares; 2025Q3: 12,674 shares; 2025Q4: 12,674 shares; 2026Q1: 12,674 shares; 2026Q2: 6,853 shares 6,853 $518K 0.04% -5,821 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,191 shares; 2024Q4: 1,131 shares; 2025Q1: 1,023 shares; 2025Q2: 1,000 shares; 2025Q3: 1,002 shares; 2025Q4: 1,004 shares; 2026Q1: 1,006 shares; 2026Q2: 1,008 shares 1,008 $513K 0.04% +2 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,267 shares; 2024Q4: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 9,354 shares; 2025Q3: 8,686 shares; 2025Q4: 8,687 shares; 2026Q1: 7,651 shares; 2026Q2: 9,226 shares 9,226 $509K 0.04% +1,575 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: 16,215 shares; 2024Q4: 14,759 shares; 2025Q1: 14,606 shares; 2025Q2: 14,672 shares; 2025Q3: 12,972 shares; 2025Q4: 12,126 shares; 2026Q1: 11,704 shares; 2026Q2: 11,991 shares 11,991 $508K 0.04% +287 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 2,837 shares 2,837 $502K 0.04% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 768 shares; 2025Q3: 768 shares; 2025Q4: 768 shares; 2026Q1: 692 shares; 2026Q2: 688 shares 688 $495K 0.04% -4 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,510 shares; 2025Q3: 1,507 shares; 2025Q4: 1,494 shares; 2026Q1: 1,492 shares; 2026Q2: 1,439 shares 1,439 $487K 0.04% -53 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: 9,510 shares; 2024Q4: 8,985 shares; 2025Q1: 7,609 shares; 2025Q2: 7,547 shares; 2025Q3: 7,547 shares; 2025Q4: 6,308 shares; 2026Q1: 6,379 shares; 2026Q2: 5,792 shares 5,792 $480K 0.04% -587 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,163 shares; 2024Q4: 26,163 shares; 2025Q1: 24,863 shares; 2025Q2: 24,863 shares; 2025Q3: 24,863 shares; 2025Q4: 24,863 shares; 2026Q1: 24,863 shares; 2026Q2: 18,425 shares 18,425 $476K 0.04% -6,438 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 5,009 shares; 2026Q2: 6,344 shares 6,344 $476K 0.04% +1,335 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: 4,622 shares; 2024Q4: 4,622 shares; 2025Q1: 4,622 shares; 2025Q2: 4,622 shares; 2025Q3: 4,622 shares; 2025Q4: 4,622 shares; 2026Q1: 4,622 shares; 2026Q2: 4,622 shares 4,622 $475K 0.04% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS 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: 12,257 shares; 2026Q2: 12,250 shares 12,250 $469K 0.04% -7 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,743 shares; 2024Q4: 7,227 shares; 2025Q1: 6,028 shares; 2025Q2: 5,567 shares; 2025Q3: 5,574 shares; 2025Q4: 5,237 shares; 2026Q1: 4,472 shares; 2026Q2: 4,348 shares 4,348 $461K 0.04% -124 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,269 shares; 2024Q4: 3,272 shares; 2025Q1: 2,713 shares; 2025Q2: 2,655 shares; 2025Q3: 2,658 shares; 2025Q4: 2,661 shares; 2026Q1: 2,572 shares; 2026Q2: 2,574 shares 2,574 $460K 0.04% +2 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: 3,303 shares; 2024Q4: 3,287 shares; 2025Q1: 3,290 shares; 2025Q2: 3,135 shares; 2025Q3: 3,136 shares; 2025Q4: 3,148 shares; 2026Q1: 3,048 shares; 2026Q2: 3,210 shares 3,210 $460K 0.04% +162 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: 9,951 shares; 2024Q4: 5,713 shares; 2025Q1: 5,173 shares; 2025Q2: 4,276 shares; 2025Q3: 4,288 shares; 2025Q4: 4,329 shares; 2026Q1: 4,056 shares; 2026Q2: 4,408 shares 4,408 $456K 0.04% +352 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: 784 shares 784 $455K 0.04% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 935 shares; 2024Q4: 898 shares; 2025Q1: 901 shares; 2025Q2: 905 shares; 2025Q3: 888 shares; 2025Q4: 893 shares; 2026Q1: 1,040 shares; 2026Q2: 1,045 shares 1,045 $435K 0.04% +5 Timeline SPCK COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER 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: 2,543 shares 2,543 $434K 0.04% new 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: 5,328 shares; 2024Q4: 5,164 shares; 2025Q1: 5,182 shares; 2025Q2: 5,208 shares; 2025Q3: 5,433 shares; 2025Q4: 5,169 shares; 2026Q1: 4,878 shares; 2026Q2: 4,774 shares 4,774 $433K 0.04% -104 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,747 shares; 2024Q4: 2,433 shares; 2025Q1: 2,438 shares; 2025Q2: 2,378 shares; 2025Q3: 2,382 shares; 2025Q4: 2,337 shares; 2026Q1: 2,166 shares; 2026Q2: 2,166 shares 2,166 $428K 0.04% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,330 shares; 2024Q4: 6,266 shares; 2025Q1: 5,881 shares; 2025Q2: 5,803 shares; 2025Q3: 5,490 shares; 2025Q4: 5,567 shares; 2026Q1: 5,060 shares; 2026Q2: 5,043 shares 5,043 $415K 0.04% -17 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,403 shares; 2024Q4: 3,406 shares; 2025Q1: 3,105 shares; 2025Q2: 2,389 shares; 2025Q3: 2,392 shares; 2025Q4: 2,394 shares; 2026Q1: 2,074 shares; 2026Q2: 2,070 shares 2,070 $414K 0.04% -4 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,359 shares; 2025Q1: 11,388 shares; 2025Q2: 9,419 shares; 2025Q3: 9,906 shares; 2025Q4: 8,951 shares; 2026Q1: 9,995 shares; 2026Q2: 9,995 shares 9,995 $406K 0.04% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $404K 0.03% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,657 shares; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,724 shares; 2025Q4: 2,560 shares; 2026Q1: 2,591 shares; 2026Q2: 2,560 shares 2,560 $401K 0.03% -31 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,644 shares; 2024Q4: 3,644 shares; 2025Q1: 3,644 shares; 2025Q2: 3,482 shares; 2025Q3: 3,444 shares; 2025Q4: 3,284 shares; 2026Q1: 3,284 shares; 2026Q2: 3,012 shares 3,012 $396K 0.03% -272 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,081 shares; 2024Q4: 3,211 shares; 2025Q1: 3,214 shares; 2025Q2: 3,084 shares; 2025Q3: 2,872 shares; 2025Q4: 2,877 shares; 2026Q1: 2,878 shares; 2026Q2: 2,881 shares 2,881 $394K 0.03% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 541 shares 541 $391K 0.03% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,647 shares; 2025Q2: 8,665 shares; 2025Q3: 8,681 shares; 2025Q4: 8,696 shares; 2026Q1: 8,711 shares; 2026Q2: 8,711 shares 8,711 $390K 0.03% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares; 2025Q4: 2,960 shares; 2026Q1: 3,513 shares; 2026Q2: 3,513 shares 3,513 $387K 0.03% 0 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: 601 shares; 2024Q4: 606 shares; 2025Q1: 704 shares; 2025Q2: 1,121 shares; 2025Q3: 1,142 shares; 2025Q4: 1,007 shares; 2026Q1: 936 shares; 2026Q2: 914 shares 914 $380K 0.03% -22 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 771 shares; 2024Q4: 771 shares; 2025Q1: 762 shares; 2025Q2: 782 shares; 2025Q3: 778 shares; 2025Q4: 3,795 shares; 2026Q1: 3,858 shares; 2026Q2: 3,810 shares 3,810 $378K 0.03% -48 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,688 shares 1,688 $378K 0.03% new 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: 5,135 shares; 2024Q4: 4,847 shares; 2025Q1: 4,858 shares; 2025Q2: 5,112 shares; 2025Q3: 5,088 shares; 2025Q4: 4,769 shares; 2026Q1: 3,793 shares; 2026Q2: 3,796 shares 3,796 $373K 0.03% +3 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: 715 shares; 2024Q4: 717 shares; 2025Q1: 719 shares; 2025Q2: 721 shares; 2025Q3: 724 shares; 2025Q4: 737 shares; 2026Q1: 730 shares; 2026Q2: 733 shares 733 $373K 0.03% +3 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,686 shares 1,686 $373K 0.03% new 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: 373 shares; 2025Q1: 376 shares; 2025Q2: 379 shares; 2025Q3: 383 shares; 2025Q4: 658 shares; 2026Q1: 384 shares; 2026Q2: 387 shares 387 $372K 0.03% +3 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,780 shares; 2024Q4: 3,783 shares; 2025Q1: 2,881 shares; 2025Q2: 2,887 shares; 2025Q3: 2,861 shares; 2025Q4: 2,707 shares; 2026Q1: 2,668 shares; 2026Q2: 2,398 shares 2,398 $368K 0.03% -270 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,306 shares; 2024Q4: 2,098 shares; 2025Q1: 2,078 shares; 2025Q2: 2,080 shares; 2025Q3: 2,083 shares; 2025Q4: 2,083 shares; 2026Q1: 2,084 shares; 2026Q2: 2,074 shares 2,074 $366K 0.03% -10 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: 2,882 shares; 2024Q4: 2,730 shares; 2025Q1: 2,425 shares; 2025Q2: 2,389 shares; 2025Q3: 2,425 shares; 2025Q4: 2,430 shares; 2026Q1: 2,444 shares; 2026Q2: 2,656 shares 2,656 $360K 0.03% +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: not reported; 2024Q4: not reported; 2025Q1: 707 shares; 2025Q2: 710 shares; 2025Q3: 730 shares; 2025Q4: 957 shares; 2026Q1: 971 shares; 2026Q2: 1,046 shares 1,046 $356K 0.03% +75 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,586 shares; 2024Q4: 4,586 shares; 2025Q1: not reported; 2025Q2: 4,586 shares; 2025Q3: 4,586 shares; 2025Q4: 4,586 shares; 2026Q1: 4,586 shares; 2026Q2: 4,586 shares 4,586 $356K 0.03% 0 Timeline VDE 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: 2,358 shares; 2026Q2: 2,365 shares 2,365 $355K 0.03% +7 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,673 shares; 2025Q2: 6,171 shares; 2025Q3: 6,171 shares; 2025Q4: 6,196 shares; 2026Q1: 6,622 shares; 2026Q2: 6,622 shares 6,622 $354K 0.03% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483 shares; 2024Q4: 433 shares; 2025Q1: 437 shares; 2025Q2: 613 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 611 shares; 2026Q2: 611 shares 611 $352K 0.03% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,576 shares; 2025Q4: 3,662 shares; 2026Q1: 4,281 shares; 2026Q2: 5,553 shares 5,553 $341K 0.03% +1,272 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: 5,253 shares; 2024Q4: 5,263 shares; 2025Q1: 5,121 shares; 2025Q2: 5,112 shares; 2025Q3: 5,127 shares; 2025Q4: 5,142 shares; 2026Q1: 5,156 shares; 2026Q2: 4,972 shares 4,972 $340K 0.03% -184 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,478 shares; 2024Q4: 1,478 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,496 shares; 2025Q4: 1,529 shares; 2026Q1: 1,530 shares; 2026Q2: 1,530 shares 1,530 $338K 0.03% 0 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: 4,931 shares; 2024Q4: 4,931 shares; 2025Q1: 4,338 shares; 2025Q2: 3,938 shares; 2025Q3: 3,949 shares; 2025Q4: 3,946 shares; 2026Q1: 3,946 shares; 2026Q2: 3,939 shares 3,939 $329K 0.03% -7 Timeline CUSD TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,554 shares; 2024Q4: 18,532 shares; 2025Q1: 18,862 shares; 2025Q2: 18,862 shares; 2025Q3: 18,162 shares; 2025Q4: 18,069 shares; 2026Q1: 17,031 shares; 2026Q2: 16,393 shares 16,393 $318K 0.03% -638 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,463 shares; 2024Q4: 1,465 shares; 2025Q1: 1,468 shares; 2025Q2: 1,470 shares; 2025Q3: 1,478 shares; 2025Q4: 1,479 shares; 2026Q1: 1,483 shares; 2026Q2: 1,484 shares 1,484 $304K 0.03% +1 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304 shares; 2025Q3: 306 shares; 2025Q4: 308 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $304K 0.03% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,567 shares; 2024Q4: 6,562 shares; 2025Q1: 6,545 shares; 2025Q2: 6,545 shares; 2025Q3: 6,508 shares; 2025Q4: 6,508 shares; 2026Q1: 6,508 shares; 2026Q2: 6,508 shares 6,508 $302K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 770 shares; 2024Q4: 771 shares; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 760 shares; 2026Q1: 760 shares; 2026Q2: 766 shares 766 $302K 0.03% +6 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,572 shares; 2025Q1: 6,476 shares; 2025Q2: 6,476 shares; 2025Q3: 6,476 shares; 2025Q4: 11,011 shares; 2026Q1: 11,597 shares; 2026Q2: 11,547 shares 11,547 $300K 0.03% -50 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,680 shares; 2025Q4: 3,690 shares; 2026Q1: 3,600 shares; 2026Q2: 3,609 shares 3,609 $297K 0.03% +9 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,931 shares; 2024Q4: 5,931 shares; 2025Q1: 5,931 shares; 2025Q2: 5,931 shares; 2025Q3: 5,931 shares; 2025Q4: 5,931 shares; 2026Q1: 5,931 shares; 2026Q2: 5,931 shares 5,931 $294K 0.03% 0 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: 10,758 shares; 2024Q4: 19,966 shares; 2025Q1: 12,686 shares; 2025Q2: 9,714 shares; 2025Q3: 9,047 shares; 2025Q4: 7,778 shares; 2026Q1: 8,498 shares; 2026Q2: 8,114 shares 8,114 $293K 0.03% -384 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,774 shares; 2024Q4: 1,594 shares; 2025Q1: 1,776 shares; 2025Q2: 1,814 shares; 2025Q3: 1,811 shares; 2025Q4: 1,812 shares; 2026Q1: 2,187 shares; 2026Q2: 2,126 shares 2,126 $291K 0.03% -61 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: 1,423 shares; 2024Q4: 1,404 shares; 2025Q1: 1,400 shares; 2025Q2: 1,517 shares; 2025Q3: 1,474 shares; 2025Q4: 1,517 shares; 2026Q1: 1,451 shares; 2026Q2: 1,160 shares 1,160 $288K 0.02% -291 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,440 shares; 2024Q4: 4,093 shares; 2025Q1: 4,843 shares; 2025Q2: 4,843 shares; 2025Q3: 4,843 shares; 2025Q4: 4,843 shares; 2026Q1: 4,673 shares; 2026Q2: 4,673 shares 4,673 $282K 0.02% 0 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: 2,416 shares; 2024Q4: 2,417 shares; 2025Q1: 2,422 shares; 2025Q2: 2,431 shares; 2025Q3: 2,430 shares; 2025Q4: 1,853 shares; 2026Q1: 1,937 shares; 2026Q2: 2,278 shares 2,278 $280K 0.02% +341 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982 shares; 2024Q4: 952 shares; 2025Q1: 872 shares; 2025Q2: 838 shares; 2025Q3: 801 shares; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 753 shares 753 $279K 0.02% -52 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,015 shares; 2025Q3: 3,015 shares; 2025Q4: 3,016 shares; 2026Q1: 2,933 shares; 2026Q2: 2,940 shares 2,940 $278K 0.02% +7 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,912 shares; 2024Q4: 6,912 shares; 2025Q1: 6,892 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares; 2026Q1: 7,300 shares; 2026Q2: 7,300 shares 7,300 $278K 0.02% 0 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: 1,114 shares; 2024Q4: 1,115 shares; 2025Q1: 1,118 shares; 2025Q2: 1,121 shares; 2025Q3: 1,124 shares; 2025Q4: 1,131 shares; 2026Q1: 1,258 shares; 2026Q2: 1,225 shares 1,225 $273K 0.02% -33 Timeline SCHP 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: not reported; 2026Q1: 10,013 shares; 2026Q2: 10,226 shares 10,226 $271K 0.02% +213 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: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares; 2026Q1: 3,068 shares; 2026Q2: 3,078 shares 3,078 $266K 0.02% +10 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,223 shares 2,223 $264K 0.02% new Timeline MPRO NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,004 shares 8,004 $261K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,155 shares; 2025Q4: 4,210 shares; 2026Q1: 4,691 shares; 2026Q2: 4,519 shares 4,519 $257K 0.02% -172 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: 2,355 shares; 2024Q4: 2,372 shares; 2025Q1: not reported; 2025Q2: 2,316 shares; 2025Q3: 2,316 shares; 2025Q4: 2,316 shares; 2026Q1: 2,316 shares; 2026Q2: 2,316 shares 2,316 $256K 0.02% 0 Timeline IBTM 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: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 11,200 shares; 2026Q2: 11,200 shares 11,200 $254K 0.02% 0 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: not reported; 2026Q1: 9,157 shares; 2026Q2: 9,157 shares 9,157 $252K 0.02% 0 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,681 shares; 2024Q4: 2,681 shares; 2025Q1: 2,681 shares; 2025Q2: 2,681 shares; 2025Q3: 2,681 shares; 2025Q4: 2,631 shares; 2026Q1: 2,631 shares; 2026Q2: 2,631 shares 2,631 $247K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 391 shares; 2026Q2: 386 shares 386 $245K 0.02% -5 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: 369 shares; 2024Q4: 373 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 323 shares; 2025Q4: 3,410 shares; 2026Q1: 4,004 shares; 2026Q2: 3,387 shares 3,387 $242K 0.02% -617 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: 6,356 shares; 2024Q4: 6,551 shares; 2025Q1: 6,355 shares; 2025Q2: 955 shares; 2025Q3: 958 shares; 2025Q4: 888 shares; 2026Q1: 889 shares; 2026Q2: 2,993 shares 2,993 $241K 0.02% +2,104 Timeline SPTM 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: 2,664 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,642 shares 2,642 $240K 0.02% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 497 shares 497 $237K 0.02% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,981 shares; 2024Q4: 18,841 shares; 2025Q1: 16,791 shares; 2025Q2: 10,704 shares; 2025Q3: 6,681 shares; 2025Q4: 3,723 shares; 2026Q1: 4,252 shares; 2026Q2: 4,134 shares 4,134 $233K 0.02% -118 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,534 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,432 shares; 2025Q3: 1,428 shares; 2025Q4: 1,428 shares; 2026Q1: 1,428 shares; 2026Q2: 1,427 shares 1,427 $232K 0.02% -1 Timeline EZPZ FRANKLIN CRYPTO INDEX ETF More: the full row for FRANKLIN CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,297 shares; 2026Q2: 15,752 shares 15,752 $229K 0.02% +1,455 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,308 shares; 2024Q4: 1,053 shares; 2025Q1: 1,055 shares; 2025Q2: 1,060 shares; 2025Q3: 1,055 shares; 2025Q4: 1,066 shares; 2026Q1: 1,066 shares; 2026Q2: 1,059 shares 1,059 $226K 0.02% -7 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS 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: 1,252 shares 1,252 $225K 0.02% new Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,498 shares; 2025Q2: not reported; 2025Q3: 1,145 shares; 2025Q4: 1,148 shares; 2026Q1: 1,148 shares; 2026Q2: 1,109 shares 1,109 $225K 0.02% -39 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,559 shares; 2024Q4: 4,698 shares; 2025Q1: not reported; 2025Q2: 2,063 shares; 2025Q3: 1,989 shares; 2025Q4: 1,993 shares; 2026Q1: 1,970 shares; 2026Q2: 1,973 shares 1,973 $223K 0.02% +3 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,422 shares 2,422 $222K 0.02% new Timeline MSML 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: 2,936 shares 2,936 $222K 0.02% new Timeline IDEV 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: 2,448 shares; 2026Q1: 2,448 shares; 2026Q2: 2,484 shares 2,484 $221K 0.02% +36 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,467 shares; 2025Q2: 6,544 shares; 2025Q3: 7,605 shares; 2025Q4: 5,164 shares; 2026Q1: 5,202 shares; 2026Q2: 5,223 shares 5,223 $220K 0.02% +21 Timeline BLV 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: 3,171 shares; 2024Q4: 3,171 shares; 2025Q1: 3,171 shares; 2025Q2: 3,171 shares; 2025Q3: 3,171 shares; 2025Q4: 3,171 shares; 2026Q1: 3,171 shares; 2026Q2: 3,171 shares 3,171 $219K 0.02% 0 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: not reported; 2024Q4: 3,713 shares; 2025Q1: 3,763 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,764 shares; 2026Q1: 3,789 shares; 2026Q2: 3,752 shares 3,752 $216K 0.02% -37 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 890 shares 890 $216K 0.02% new Timeline VNQI 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: 8,550 shares; 2024Q4: 7,424 shares; 2025Q1: 7,424 shares; 2025Q2: 7,424 shares; 2025Q3: 7,236 shares; 2025Q4: 6,621 shares; 2026Q1: 4,795 shares; 2026Q2: 4,795 shares 4,795 $215K 0.02% 0 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: 1,807 shares; 2024Q4: not reported; 2025Q1: 1,813 shares; 2025Q2: not reported; 2025Q3: 1,815 shares; 2025Q4: 1,831 shares; 2026Q1: 1,831 shares; 2026Q2: 1,831 shares 1,831 $215K 0.02% 0 Timeline MGK 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: 2,425 shares 2,425 $213K 0.02% new 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: 1,110 shares; 2026Q2: 1,110 shares 1,110 $210K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,926 shares; 2025Q1: 1,747 shares; 2025Q2: 1,755 shares; 2025Q3: 1,732 shares; 2025Q4: 1,776 shares; 2026Q1: 1,665 shares; 2026Q2: 1,639 shares 1,639 $208K 0.02% -26 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,363 shares 1,363 $206K 0.02% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,218 shares; 2026Q2: 1,204 shares 1,204 $205K 0.02% -14 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,151 shares; 2026Q2: 1,073 shares 1,073 $204K 0.02% -78 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,125 shares; 2025Q1: 7,125 shares; 2025Q2: 7,125 shares; 2025Q3: 7,125 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,125 shares 7,125 $203K 0.02% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,304 shares; 2024Q4: 4,529 shares; 2025Q1: 4,529 shares; 2025Q2: 4,529 shares; 2025Q3: 4,529 shares; 2025Q4: 4,529 shares; 2026Q1: 4,529 shares; 2026Q2: 4,529 shares 4,529 $203K 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,771 shares 3,771 $202K 0.02% new 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: 6,832 shares; 2024Q4: 4,913 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,364 shares 2,364 $202K 0.02% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 666 shares 666 $202K 0.02% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,041 shares; 2024Q4: 31,470 shares; 2025Q1: 29,401 shares; 2025Q2: 17,990 shares; 2025Q3: 17,412 shares; 2025Q4: 15,871 shares; 2026Q1: 14,950 shares; 2026Q2: 14,887 shares 14,887 $190K 0.02% -63 Timeline SCZM SANTACRUZ SILVER MNG LTD More: the full row for SANTACRUZ SILVER MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,806 shares; 2026Q2: 10,806 shares 10,806 $70.1K 0.01% 0 Timeline SCWO 374WATER INC More: the full row for 374WATER 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: 10,164 shares; 2026Q1: 10,164 shares; 2026Q2: 10,164 shares 10,164 $19.3K <0.01% 0 Timeline HYFM HYDROFARM HLDGS GROUP INC More: the full row for HYDROFARM HLDGS 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: not reported; 2026Q1: not reported; 2026Q2: 10,753 shares 10,753 $9.14K <0.01% new Timeline