SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,241 shares; 2025Q1: 5,159 shares; 2025Q2: 6,018 shares; 2025Q3: 2,796,205 shares; 2025Q4: 3,199,150 shares; 2026Q1: 3,985,848 shares; 2026Q2: 5,090,408 shares 5,090,408 $447M 5.25% +1,104,560 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,623,819 shares; 2024Q4: 5,471,058 shares; 2025Q1: 7,561,706 shares; 2025Q2: 11,576,097 shares; 2025Q3: 12,987,719 shares; 2025Q4: 13,933,649 shares; 2026Q1: 15,506,947 shares; 2026Q2: 16,104,671 shares 16,104,671 $446M 5.24% +597,724 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: 2,768,791 shares; 2024Q4: 2,882,033 shares; 2025Q1: 2,995,835 shares; 2025Q2: 2,991,381 shares; 2025Q3: 3,384,749 shares; 2025Q4: 3,032,282 shares; 2026Q1: 4,241,740 shares; 2026Q2: 4,911,062 shares 4,911,062 $361M 4.23% +669,322 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,478,730 shares; 2024Q4: 1,570,328 shares; 2025Q1: 1,676,916 shares; 2025Q2: 1,845,989 shares; 2025Q3: 1,782,186 shares; 2025Q4: 1,796,051 shares; 2026Q1: 2,023,823 shares; 2026Q2: 2,352,562 shares 2,352,562 $222M 2.61% +328,739 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: 509,991 shares; 2024Q4: 698,798 shares; 2025Q1: 700,210 shares; 2025Q2: 751,238 shares; 2025Q3: 748,550 shares; 2025Q4: 751,550 shares; 2026Q1: 763,357 shares; 2026Q2: 763,434 shares 763,434 $221M 2.59% +77 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530,958 shares; 2024Q4: 697,987 shares; 2025Q1: 853,297 shares; 2025Q2: 683,378 shares; 2025Q3: 798,638 shares; 2025Q4: 1,570,243 shares; 2026Q1: 1,995,891 shares; 2026Q2: 2,168,459 shares 2,168,459 $199M 2.33% +172,568 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: 306,024 shares; 2024Q4: 368,878 shares; 2025Q1: 369,773 shares; 2025Q2: 417,304 shares; 2025Q3: 415,381 shares; 2025Q4: 420,935 shares; 2026Q1: 434,515 shares; 2026Q2: 451,467 shares 451,467 $168M 1.98% +16,952 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: 397,462 shares; 2024Q4: 386,048 shares; 2025Q1: 387,977 shares; 2025Q2: 400,636 shares; 2025Q3: 263,399 shares; 2025Q4: 251,378 shares; 2026Q1: 224,787 shares; 2026Q2: 222,465 shares 222,465 $164M 1.92% -2,322 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: 1,454 shares; 2025Q2: not reported; 2025Q3: 353,156 shares; 2025Q4: 384,096 shares; 2026Q1: 438,348 shares; 2026Q2: 484,041 shares 484,041 $147M 1.72% +45,693 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: 89,638 shares; 2024Q4: 98,066 shares; 2025Q1: 104,586 shares; 2025Q2: 102,454 shares; 2025Q3: 112,500 shares; 2025Q4: 109,553 shares; 2026Q1: 215,468 shares; 2026Q2: 179,336 shares 179,336 $134M 1.58% -36,132 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,594,229 shares; 2024Q4: 1,550,892 shares; 2025Q1: 1,664,133 shares; 2025Q2: 1,865,976 shares; 2025Q3: 1,880,415 shares; 2025Q4: 1,899,067 shares; 2026Q1: 2,067,115 shares; 2026Q2: 1,718,610 shares 1,718,610 $132M 1.54% -348,505 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,607,666 shares; 2024Q4: 1,621,534 shares; 2025Q1: 1,675,092 shares; 2025Q2: 1,781,753 shares; 2025Q3: 2,003,669 shares; 2025Q4: 2,031,746 shares; 2026Q1: 2,270,586 shares; 2026Q2: 2,676,208 shares 2,676,208 $127M 1.49% +405,622 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: 1,403,810 shares; 2024Q4: 1,476,093 shares; 2025Q1: 1,548,778 shares; 2025Q2: 1,670,525 shares; 2025Q3: 1,833,056 shares; 2025Q4: 1,935,670 shares; 2026Q1: 2,079,525 shares; 2026Q2: 2,399,367 shares 2,399,367 $126M 1.48% +319,842 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: 197,342 shares; 2024Q4: 292,304 shares; 2025Q1: 281,851 shares; 2025Q2: 283,427 shares; 2025Q3: 284,827 shares; 2025Q4: 299,173 shares; 2026Q1: 287,762 shares; 2026Q2: 335,661 shares 335,661 $119M 1.39% +47,899 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: 394,163 shares; 2024Q4: 503,974 shares; 2025Q1: 475,284 shares; 2025Q2: 555,546 shares; 2025Q3: 482,088 shares; 2025Q4: 547,953 shares; 2026Q1: 567,381 shares; 2026Q2: 583,142 shares 583,142 $117M 1.37% +15,761 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,747 shares; 2024Q4: 272,145 shares; 2025Q1: 281,118 shares; 2025Q2: 292,178 shares; 2025Q3: 301,100 shares; 2025Q4: 297,275 shares; 2026Q1: 305,028 shares; 2026Q2: 307,840 shares 307,840 $114M 1.34% +2,812 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: 213,958 shares; 2024Q4: 304,569 shares; 2025Q1: 305,819 shares; 2025Q2: 354,191 shares; 2025Q3: 408,001 shares; 2025Q4: 429,028 shares; 2026Q1: 458,063 shares; 2026Q2: 476,760 shares 476,760 $114M 1.33% +18,697 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: 485,119 shares; 2024Q4: 581,078 shares; 2025Q1: 539,611 shares; 2025Q2: 727,675 shares; 2025Q3: 644,914 shares; 2025Q4: 634,709 shares; 2026Q1: 1,072,589 shares; 2026Q2: 1,153,599 shares 1,153,599 $111M 1.31% +81,010 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: not reported; 2024Q4: not reported; 2025Q1: 4,618 shares; 2025Q2: 25,873 shares; 2025Q3: 817,502 shares; 2025Q4: 982,888 shares; 2026Q1: 1,369,577 shares; 2026Q2: 1,778,058 shares 1,778,058 $106M 1.25% +408,481 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,670,965 shares; 2024Q4: 2,613,335 shares; 2025Q1: 2,600,115 shares; 2025Q2: 2,732,847 shares; 2025Q3: 2,178,919 shares; 2025Q4: 2,186,558 shares; 2026Q1: 2,166,552 shares; 2026Q2: 2,273,385 shares 2,273,385 $104M 1.22% +106,833 Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,606,151 shares; 2025Q4: 1,629,961 shares; 2026Q1: 1,866,239 shares; 2026Q2: 1,858,446 shares 1,858,446 $95.2M 1.12% -7,793 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,470,951 shares; 2024Q4: 1,406,801 shares; 2025Q1: 1,480,996 shares; 2025Q2: 1,551,780 shares; 2025Q3: 1,075,339 shares; 2025Q4: 1,030,497 shares; 2026Q1: 956,076 shares; 2026Q2: 920,867 shares 920,867 $94.2M 1.11% -35,209 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: 100,281 shares; 2024Q4: 128,563 shares; 2025Q1: 137,644 shares; 2025Q2: 132,765 shares; 2025Q3: 147,136 shares; 2025Q4: 149,365 shares; 2026Q1: 130,673 shares; 2026Q2: 134,610 shares 134,610 $92.5M 1.09% +3,937 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,026,138 shares; 2024Q4: 2,939,857 shares; 2025Q1: 3,068,519 shares; 2025Q2: 2,765,762 shares; 2025Q3: 2,516,252 shares; 2025Q4: 1,280,494 shares; 2026Q1: 1,144,439 shares; 2026Q2: 884,634 shares 884,634 $88.6M 1.04% -259,805 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 1,459,719 shares; 2025Q4: 1,694,732 shares; 2026Q1: 2,300,864 shares; 2026Q2: 2,561,603 shares 2,561,603 $87.8M 1.03% +260,739 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,270,879 shares 4,270,879 $83.6M 0.98% new 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: 52,120 shares; 2024Q4: 57,229 shares; 2025Q1: 158,813 shares; 2025Q2: 162,588 shares; 2025Q3: 153,004 shares; 2025Q4: 152,365 shares; 2026Q1: 1,365,610 shares; 2026Q2: 1,594,643 shares 1,594,643 $80.7M 0.95% +229,033 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: 25,283 shares; 2024Q4: 27,680 shares; 2025Q1: 28,377 shares; 2025Q2: 58,567 shares; 2025Q3: 68,683 shares; 2025Q4: 76,768 shares; 2026Q1: 70,737 shares; 2026Q2: 92,545 shares 92,545 $69.1M 0.81% +21,808 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: 15,902 shares; 2024Q4: 16,411 shares; 2025Q1: 16,112 shares; 2025Q2: 19,472 shares; 2025Q3: 708,945 shares; 2025Q4: 674,231 shares; 2026Q1: 573,057 shares; 2026Q2: 550,470 shares 550,470 $65.5M 0.77% -22,587 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 553,253 shares; 2025Q4: 567,221 shares; 2026Q1: 636,348 shares; 2026Q2: 633,969 shares 633,969 $63.8M 0.75% -2,379 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: 1,244,952 shares; 2024Q4: 1,223,880 shares; 2025Q1: 1,250,062 shares; 2025Q2: 1,148,014 shares; 2025Q3: 432,034 shares; 2025Q4: 409,551 shares; 2026Q1: 300,753 shares; 2026Q2: 289,324 shares 289,324 $63.5M 0.75% -11,429 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: 107,968 shares; 2024Q4: 104,513 shares; 2025Q1: 102,630 shares; 2025Q2: 113,102 shares; 2025Q3: 135,371 shares; 2025Q4: 148,667 shares; 2026Q1: 170,970 shares; 2026Q2: 177,648 shares 177,648 $63.5M 0.75% +6,678 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: 65,232 shares; 2024Q4: 65,045 shares; 2025Q1: 64,256 shares; 2025Q2: 258,750 shares; 2025Q3: 295,723 shares; 2025Q4: 313,048 shares; 2026Q1: 344,533 shares; 2026Q2: 380,376 shares 380,376 $62.3M 0.73% +35,843 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,215 shares; 2024Q4: 462,544 shares; 2025Q1: 808,032 shares; 2025Q2: 833,755 shares; 2025Q3: 784,560 shares; 2025Q4: 937,237 shares; 2026Q1: 563,677 shares; 2026Q2: 613,347 shares 613,347 $61.7M 0.72% +49,670 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533,768 shares; 2025Q4: 631,056 shares; 2026Q1: 743,651 shares; 2026Q2: 908,750 shares 908,750 $61.4M 0.72% +165,099 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656,214 shares; 2024Q4: 697,434 shares; 2025Q1: 723,475 shares; 2025Q2: 771,617 shares; 2025Q3: 356,907 shares; 2025Q4: 330,081 shares; 2026Q1: 277,079 shares; 2026Q2: 260,233 shares 260,233 $59.1M 0.69% -16,846 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: 423,273 shares; 2024Q4: 459,571 shares; 2025Q1: 485,486 shares; 2025Q2: 552,861 shares; 2025Q3: 585,428 shares; 2025Q4: 678,547 shares; 2026Q1: 684,544 shares; 2026Q2: 739,365 shares 739,365 $57.6M 0.68% +54,821 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: 348,289 shares; 2024Q4: 352,541 shares; 2025Q1: 372,309 shares; 2025Q2: 593,428 shares; 2025Q3: 531,999 shares; 2025Q4: 593,454 shares; 2026Q1: 532,827 shares; 2026Q2: 591,873 shares 591,873 $56.5M 0.66% +59,046 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: 279,793 shares; 2024Q4: 308,583 shares; 2025Q1: 313,962 shares; 2025Q2: 358,901 shares; 2025Q3: 485,689 shares; 2025Q4: 448,293 shares; 2026Q1: 482,175 shares; 2026Q2: 529,898 shares 529,898 $52.4M 0.62% +47,723 Timeline JPLD 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: 548,073 shares; 2024Q4: 580,867 shares; 2025Q1: 600,504 shares; 2025Q2: 698,739 shares; 2025Q3: 741,365 shares; 2025Q4: 891,312 shares; 2026Q1: 918,297 shares; 2026Q2: 970,536 shares 970,536 $50.7M 0.59% +52,239 Timeline DFIS 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: 1,031,475 shares; 2025Q3: 1,175,521 shares; 2025Q4: 1,217,756 shares; 2026Q1: 1,296,966 shares; 2026Q2: 1,423,549 shares 1,423,549 $49.9M 0.59% +126,583 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: 968,598 shares; 2024Q4: 931,823 shares; 2025Q1: 927,696 shares; 2025Q2: 1,021,889 shares; 2025Q3: 506,822 shares; 2025Q4: 487,790 shares; 2026Q1: 441,120 shares; 2026Q2: 433,150 shares 433,150 $47.8M 0.56% -7,970 Timeline GEME 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 466,942 shares; 2025Q4: 604,208 shares; 2026Q1: 1,000,871 shares; 2026Q2: 1,047,860 shares 1,047,860 $45.6M 0.54% +46,989 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: 1,088,592 shares; 2024Q4: 870,795 shares; 2025Q1: 814,737 shares; 2025Q2: 897,817 shares; 2025Q3: 852,641 shares; 2025Q4: 820,987 shares; 2026Q1: 836,440 shares; 2026Q2: 636,809 shares 636,809 $45.4M 0.53% -199,631 Timeline JTEK 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: 265,413 shares; 2025Q1: 245,779 shares; 2025Q2: 348,356 shares; 2025Q3: 351,577 shares; 2025Q4: 361,341 shares; 2026Q1: 366,799 shares; 2026Q2: 397,707 shares 397,707 $44.4M 0.52% +30,908 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: 66,517 shares; 2024Q4: 104,595 shares; 2025Q1: 105,219 shares; 2025Q2: 121,436 shares; 2025Q3: 126,034 shares; 2025Q4: 134,705 shares; 2026Q1: 133,569 shares; 2026Q2: 135,192 shares 135,192 $44.3M 0.52% +1,623 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 717,558 shares; 2026Q2: 854,388 shares 854,388 $43.9M 0.52% +136,830 Timeline CGIB 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: 1,398,038 shares; 2026Q1: 1,447,179 shares; 2026Q2: 1,689,445 shares 1,689,445 $43.1M 0.51% +242,266 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 728,078 shares 728,078 $42.9M 0.5% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525,982 shares; 2024Q4: 598,708 shares; 2025Q1: 648,769 shares; 2025Q2: 750,230 shares; 2025Q3: 753,685 shares; 2025Q4: 780,869 shares; 2026Q1: 815,121 shares; 2026Q2: 890,765 shares 890,765 $41.1M 0.48% +75,644 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: 9,665 shares; 2024Q4: 39,940 shares; 2025Q1: 9,872 shares; 2025Q2: 5,189 shares; 2025Q3: 7,014 shares; 2025Q4: 600,206 shares; 2026Q1: 641,375 shares; 2026Q2: 759,682 shares 759,682 $40.7M 0.48% +118,307 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: 69,835 shares; 2024Q4: 97,414 shares; 2025Q1: 93,669 shares; 2025Q2: 275,656 shares; 2025Q3: 210,797 shares; 2025Q4: 196,861 shares; 2026Q1: 488,068 shares; 2026Q2: 499,802 shares 499,802 $38.5M 0.45% +11,734 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: 23,691 shares; 2024Q4: 73,542 shares; 2025Q1: 73,957 shares; 2025Q2: 78,172 shares; 2025Q3: 79,588 shares; 2025Q4: 70,659 shares; 2026Q1: 68,032 shares; 2026Q2: 76,994 shares 76,994 $38.5M 0.45% +8,962 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,560 shares; 2024Q4: 263,806 shares; 2025Q1: 260,498 shares; 2025Q2: 317,006 shares; 2025Q3: 394,501 shares; 2025Q4: 389,626 shares; 2026Q1: 353,753 shares; 2026Q2: 356,664 shares 356,664 $37.1M 0.43% +2,911 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: 23,104 shares; 2024Q4: 23,040 shares; 2025Q1: 25,925 shares; 2025Q2: 197,607 shares; 2025Q3: 206,318 shares; 2025Q4: 224,662 shares; 2026Q1: 221,090 shares; 2026Q2: 220,690 shares 220,690 $36.3M 0.43% -400 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,258 shares; 2024Q4: 77,894 shares; 2025Q1: 74,905 shares; 2025Q2: 84,014 shares; 2025Q3: 92,310 shares; 2025Q4: 94,903 shares; 2026Q1: 92,365 shares; 2026Q2: 94,391 shares 94,391 $35.7M 0.42% +2,026 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: 242,102 shares; 2024Q4: 228,667 shares; 2025Q1: 222,904 shares; 2025Q2: 183,507 shares; 2025Q3: 123,925 shares; 2025Q4: 119,442 shares; 2026Q1: 114,000 shares; 2026Q2: 112,791 shares 112,791 $34.2M 0.4% -1,209 Timeline TBLL 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: 135,802 shares; 2024Q4: 186,433 shares; 2025Q1: 275,804 shares; 2025Q2: 325,596 shares; 2025Q3: 400,957 shares; 2025Q4: 375,605 shares; 2026Q1: 326,254 shares; 2026Q2: 317,556 shares 317,556 $33.5M 0.39% -8,698 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: 16,883 shares; 2024Q4: 19,907 shares; 2025Q1: 19,292 shares; 2025Q2: 267,994 shares; 2025Q3: 283,115 shares; 2025Q4: 296,183 shares; 2026Q1: 303,573 shares; 2026Q2: 310,104 shares 310,104 $31.9M 0.37% +6,531 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: 41,159 shares; 2024Q4: 48,528 shares; 2025Q1: 52,424 shares; 2025Q2: 60,340 shares; 2025Q3: 61,295 shares; 2025Q4: 59,555 shares; 2026Q1: 63,958 shares; 2026Q2: 55,811 shares 55,811 $31.4M 0.37% -8,147 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321,899 shares; 2025Q4: 381,412 shares; 2026Q1: 457,735 shares; 2026Q2: 542,947 shares 542,947 $31.3M 0.37% +85,212 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,032,109 shares; 2026Q2: 1,223,504 shares 1,223,504 $30.8M 0.36% +191,395 Timeline PWZ 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: 2,270,757 shares; 2024Q4: 2,424,844 shares; 2025Q1: 2,520,756 shares; 2025Q2: 2,569,651 shares; 2025Q3: 1,372,251 shares; 2025Q4: 1,195,177 shares; 2026Q1: 1,238,514 shares; 2026Q2: 1,244,215 shares 1,244,215 $30.5M 0.36% +5,701 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: 64,000 shares; 2024Q4: 119,200 shares; 2025Q1: 116,803 shares; 2025Q2: 127,806 shares; 2025Q3: 119,329 shares; 2025Q4: 118,289 shares; 2026Q1: 115,900 shares; 2026Q2: 114,607 shares 114,607 $29.1M 0.34% -1,293 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 963,963 shares; 2024Q4: 913,241 shares; 2025Q1: 945,945 shares; 2025Q2: 1,007,601 shares; 2025Q3: 730,373 shares; 2025Q4: 686,162 shares; 2026Q1: 594,399 shares; 2026Q2: 662,028 shares 662,028 $28.3M 0.33% +67,629 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: 4,491 shares; 2024Q4: 22,887 shares; 2025Q1: 22,562 shares; 2025Q2: 23,095 shares; 2025Q3: 23,762 shares; 2025Q4: 24,057 shares; 2026Q1: 24,974 shares; 2026Q2: 26,010 shares 26,010 $27.7M 0.33% +1,036 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: 7,019 shares; 2024Q4: 13,313 shares; 2025Q1: 13,276 shares; 2025Q2: 18,319 shares; 2025Q3: 19,766 shares; 2025Q4: 21,055 shares; 2026Q1: 22,144 shares; 2026Q2: 22,959 shares 22,959 $27.5M 0.32% +815 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: 43,617 shares; 2024Q4: 198,387 shares; 2025Q1: 201,507 shares; 2025Q2: 214,318 shares; 2025Q3: 221,658 shares; 2025Q4: 234,335 shares; 2026Q1: 231,083 shares; 2026Q2: 240,430 shares 240,430 $27.2M 0.32% +9,347 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 189,248 shares; 2025Q3: 428,785 shares; 2025Q4: 475,243 shares; 2026Q1: 502,181 shares; 2026Q2: 544,699 shares 544,699 $25.8M 0.3% +42,518 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,449 shares; 2024Q4: 12,979 shares; 2025Q1: 13,077 shares; 2025Q2: 19,782 shares; 2025Q3: 20,186 shares; 2025Q4: 25,305 shares; 2026Q1: 25,253 shares; 2026Q2: 27,057 shares 27,057 $25.3M 0.3% +1,804 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 405,830 shares; 2026Q2: 369,197 shares 369,197 $25.1M 0.29% -36,633 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461,543 shares; 2024Q4: 434,598 shares; 2025Q1: 452,995 shares; 2025Q2: 464,730 shares; 2025Q3: 579,485 shares; 2025Q4: 597,894 shares; 2026Q1: 645,623 shares; 2026Q2: 478,068 shares 478,068 $25M 0.29% -167,555 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,217 shares; 2024Q4: 79,339 shares; 2025Q1: 76,512 shares; 2025Q2: 66,723 shares; 2025Q3: 67,018 shares; 2025Q4: 133,209 shares; 2026Q1: 128,992 shares; 2026Q2: 129,019 shares 129,019 $24.6M 0.29% +27 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,251 shares; 2025Q3: 10,258 shares; 2025Q4: 10,299 shares; 2026Q1: 10,443 shares; 2026Q2: 10,558 shares 10,558 $24M 0.28% +115 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,991 shares; 2024Q4: 14,932 shares; 2025Q1: 19,460 shares; 2025Q2: 21,524 shares; 2025Q3: 21,594 shares; 2025Q4: 22,460 shares; 2026Q1: 22,755 shares; 2026Q2: 23,136 shares 23,136 $23.4M 0.27% +381 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,865 shares; 2024Q4: 30,065 shares; 2025Q1: 29,831 shares; 2025Q2: 41,988 shares; 2025Q3: 36,687 shares; 2025Q4: 34,390 shares; 2026Q1: 33,113 shares; 2026Q2: 32,657 shares 32,657 $23M 0.27% -456 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: 577,883 shares; 2024Q4: 533,801 shares; 2025Q1: 365,095 shares; 2025Q2: 351,199 shares; 2025Q3: 348,329 shares; 2025Q4: 350,260 shares; 2026Q1: 399,687 shares; 2026Q2: 129,192 shares 129,192 $22.8M 0.27% -270,495 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,551 shares; 2024Q4: 35,551 shares; 2025Q1: 35,552 shares; 2025Q2: 35,424 shares; 2025Q3: 46,714 shares; 2025Q4: 45,722 shares; 2026Q1: 46,039 shares; 2026Q2: 275,764 shares 275,764 $22.8M 0.27% +229,725 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: 11,870 shares; 2024Q4: 12,522 shares; 2025Q1: 13,029 shares; 2025Q2: 22,604 shares; 2025Q3: 23,947 shares; 2025Q4: 25,643 shares; 2026Q1: 28,841 shares; 2026Q2: 31,078 shares 31,078 $22.5M 0.26% +2,237 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,366 shares; 2024Q4: 37,366 shares; 2025Q1: 34,004 shares; 2025Q2: 34,268 shares; 2025Q3: 34,235 shares; 2025Q4: 34,426 shares; 2026Q1: 34,732 shares; 2026Q2: 34,918 shares 34,918 $22.3M 0.26% +186 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,706 shares; 2024Q4: 158,447 shares; 2025Q1: 142,895 shares; 2025Q2: 137,395 shares; 2025Q3: 140,540 shares; 2025Q4: 149,157 shares; 2026Q1: 641,756 shares; 2026Q2: 624,732 shares 624,732 $21.1M 0.25% -17,024 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: 8,789 shares; 2024Q4: 23,016 shares; 2025Q1: 21,315 shares; 2025Q2: 71,000 shares; 2025Q3: 64,393 shares; 2025Q4: 61,691 shares; 2026Q1: 145,288 shares; 2026Q2: 141,289 shares 141,289 $21M 0.25% -3,999 Timeline CATF 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: 369,266 shares; 2025Q4: 376,469 shares; 2026Q1: 411,846 shares; 2026Q2: 413,265 shares 413,265 $20.8M 0.24% +1,419 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: 12,877 shares; 2024Q4: 15,422 shares; 2025Q1: 27,413 shares; 2025Q2: 45,525 shares; 2025Q3: 43,991 shares; 2025Q4: 41,734 shares; 2026Q1: 40,637 shares; 2026Q2: 165,988 shares 165,988 $20.6M 0.24% +125,351 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: 25,839 shares; 2024Q4: 38,173 shares; 2025Q1: 40,387 shares; 2025Q2: 54,115 shares; 2025Q3: 57,658 shares; 2025Q4: 57,625 shares; 2026Q1: 56,918 shares; 2026Q2: 58,742 shares 58,742 $20.2M 0.24% +1,824 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: 24,954 shares; 2024Q4: 36,819 shares; 2025Q1: 41,768 shares; 2025Q2: 46,779 shares; 2025Q3: 46,528 shares; 2025Q4: 46,211 shares; 2026Q1: 47,763 shares; 2026Q2: 47,219 shares 47,219 $19.9M 0.23% -544 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: 300,223 shares; 2024Q4: 280,792 shares; 2025Q1: 261,472 shares; 2025Q2: 258,936 shares; 2025Q3: 251,640 shares; 2025Q4: 250,874 shares; 2026Q1: 250,995 shares; 2026Q2: 246,517 shares 246,517 $19.6M 0.23% -4,478 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: 3,086 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,256 shares; 2026Q2: 226,306 shares 226,306 $19.6M 0.23% +178,050 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: 21,740 shares; 2024Q4: 41,181 shares; 2025Q1: 41,656 shares; 2025Q2: 50,562 shares; 2025Q3: 50,175 shares; 2025Q4: 53,138 shares; 2026Q1: 53,725 shares; 2026Q2: 54,050 shares 54,050 $19.1M 0.22% +325 Timeline PZA 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: 724,642 shares; 2024Q4: 755,238 shares; 2025Q1: 827,357 shares; 2025Q2: 875,242 shares; 2025Q3: 1,265,249 shares; 2025Q4: 1,394,378 shares; 2026Q1: 690,679 shares; 2026Q2: 785,536 shares 785,536 $18.5M 0.22% +94,857 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: 4,656 shares; 2024Q4: 5,015 shares; 2025Q1: 5,811 shares; 2025Q2: 9,835 shares; 2025Q3: 23,549 shares; 2025Q4: 30,572 shares; 2026Q1: 33,224 shares; 2026Q2: 48,283 shares 48,283 $17.8M 0.21% +15,059 Timeline MCHB MECHANICS BANCORP More: the full row for MECHANICS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,115,781 shares; 2025Q4: 1,115,781 shares; 2026Q1: 1,115,781 shares; 2026Q2: 1,115,781 shares 1,115,781 $17.7M 0.21% 0 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: 66,333 shares; 2024Q4: 119,940 shares; 2025Q1: 120,205 shares; 2025Q2: 140,965 shares; 2025Q3: 141,439 shares; 2025Q4: 143,314 shares; 2026Q1: 149,167 shares; 2026Q2: 120,762 shares 120,762 $17.7M 0.21% -28,405 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: 31,917 shares; 2024Q4: 44,002 shares; 2025Q1: 45,833 shares; 2025Q2: 53,927 shares; 2025Q3: 58,953 shares; 2025Q4: 62,487 shares; 2026Q1: 65,314 shares; 2026Q2: 67,878 shares 67,878 $17.1M 0.2% +2,564 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,250 shares; 2024Q4: 339,790 shares; 2025Q1: 362,423 shares; 2025Q2: 428,112 shares; 2025Q3: 453,239 shares; 2025Q4: 520,153 shares; 2026Q1: 536,598 shares; 2026Q2: 573,043 shares 573,043 $16.6M 0.2% +36,445 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: 122,611 shares; 2024Q4: 99,295 shares; 2025Q1: 97,256 shares; 2025Q2: 102,885 shares; 2025Q3: 82,433 shares; 2025Q4: 81,446 shares; 2026Q1: 74,365 shares; 2026Q2: 76,163 shares 76,163 $16.6M 0.19% +1,798 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: 75,087 shares; 2024Q4: 69,034 shares; 2025Q1: 67,432 shares; 2025Q2: 62,373 shares; 2025Q3: 75,115 shares; 2025Q4: 75,029 shares; 2026Q1: 61,594 shares; 2026Q2: 69,473 shares 69,473 $16.4M 0.19% +7,879 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: 26,703 shares; 2024Q4: 69,946 shares; 2025Q1: 73,307 shares; 2025Q2: 77,850 shares; 2025Q3: 82,245 shares; 2025Q4: 90,990 shares; 2026Q1: 67,632 shares; 2026Q2: 99,059 shares 99,059 $16.4M 0.19% +31,427 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: 226,462 shares; 2024Q4: 261,444 shares; 2025Q1: 319,774 shares; 2025Q2: 358,277 shares; 2025Q3: 382,340 shares; 2025Q4: 391,530 shares; 2026Q1: 396,884 shares; 2026Q2: 395,751 shares 395,751 $16.3M 0.19% -1,133 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,121 shares; 2025Q3: 130,471 shares; 2025Q4: 138,867 shares; 2026Q1: 147,785 shares; 2026Q2: 152,823 shares 152,823 $16.2M 0.19% +5,038 Timeline PAPR 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: 613,224 shares; 2024Q4: 563,347 shares; 2025Q1: 560,859 shares; 2025Q2: 548,755 shares; 2025Q3: 529,232 shares; 2025Q4: 473,524 shares; 2026Q1: 415,761 shares; 2026Q2: 383,208 shares 383,208 $16.2M 0.19% -32,553 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,991 shares; 2024Q4: 211,039 shares; 2025Q1: 214,153 shares; 2025Q2: 216,246 shares; 2025Q3: 116,387 shares; 2025Q4: 115,586 shares; 2026Q1: 117,270 shares; 2026Q2: 117,294 shares 117,294 $16.1M 0.19% +24 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: 15,853 shares; 2024Q4: 13,618 shares; 2025Q1: 13,618 shares; 2025Q2: 121,002 shares; 2025Q3: 121,600 shares; 2025Q4: 122,917 shares; 2026Q1: 120,791 shares; 2026Q2: 117,352 shares 117,352 $15.5M 0.18% -3,439 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,996 shares; 2024Q4: 139,849 shares; 2025Q1: 169,508 shares; 2025Q2: 213,630 shares; 2025Q3: 299,046 shares; 2025Q4: 309,688 shares; 2026Q1: 295,716 shares; 2026Q2: 306,036 shares 306,036 $15.5M 0.18% +10,320 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: 28,506 shares; 2024Q4: 30,182 shares; 2025Q1: 28,961 shares; 2025Q2: 29,307 shares; 2025Q3: 21,362 shares; 2025Q4: 22,274 shares; 2026Q1: 23,083 shares; 2026Q2: 26,180 shares 26,180 $15.2M 0.18% +3,097 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: 19,798 shares; 2024Q4: 235,310 shares; 2025Q1: 234,976 shares; 2025Q2: 293,810 shares; 2025Q3: 268,712 shares; 2025Q4: 274,846 shares; 2026Q1: 261,230 shares; 2026Q2: 259,167 shares 259,167 $14.8M 0.17% -2,063 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; 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: 582,036 shares; 2026Q1: 344,645 shares; 2026Q2: 277,535 shares 277,535 $14.8M 0.17% -67,110 Timeline IAPR 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: 717,037 shares; 2024Q4: 665,895 shares; 2025Q1: 662,547 shares; 2025Q2: 651,568 shares; 2025Q3: 637,454 shares; 2025Q4: 580,197 shares; 2026Q1: 499,732 shares; 2026Q2: 437,156 shares 437,156 $14.5M 0.17% -62,576 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,173 shares; 2024Q4: 46,129 shares; 2025Q1: 46,909 shares; 2025Q2: 46,915 shares; 2025Q3: 51,778 shares; 2025Q4: 52,270 shares; 2026Q1: 52,248 shares; 2026Q2: 52,431 shares 52,431 $14.3M 0.17% +183 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: 12,436 shares; 2024Q4: 64,832 shares; 2025Q1: 62,279 shares; 2025Q2: 71,847 shares; 2025Q3: 76,953 shares; 2025Q4: 81,035 shares; 2026Q1: 82,581 shares; 2026Q2: 115,587 shares 115,587 $13.6M 0.16% +33,006 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: 160,252 shares; 2024Q4: 164,914 shares; 2025Q1: 171,551 shares; 2025Q2: 195,123 shares; 2025Q3: 200,814 shares; 2025Q4: 198,979 shares; 2026Q1: 219,323 shares; 2026Q2: 162,292 shares 162,292 $13.4M 0.16% -57,031 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,736 shares; 2024Q4: 12,575 shares; 2025Q1: 12,370 shares; 2025Q2: 12,464 shares; 2025Q3: 12,503 shares; 2025Q4: 12,425 shares; 2026Q1: 12,531 shares; 2026Q2: 12,633 shares 12,633 $13.2M 0.15% +102 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 599,874 shares; 2024Q4: 629,831 shares; 2025Q1: 649,521 shares; 2025Q2: 711,979 shares; 2025Q3: 1,070,100 shares; 2025Q4: 1,163,045 shares; 2026Q1: 253,946 shares; 2026Q2: 251,295 shares 251,295 $12.9M 0.15% -2,651 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: 3,002 shares; 2025Q1: 4,104 shares; 2025Q2: 4,717 shares; 2025Q3: 6,067 shares; 2025Q4: 6,629 shares; 2026Q1: 10,316 shares; 2026Q2: 11,113 shares 11,113 $12.8M 0.15% +797 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: 69,978 shares; 2024Q4: 92,360 shares; 2025Q1: 101,107 shares; 2025Q2: 104,345 shares; 2025Q3: 103,351 shares; 2025Q4: 103,690 shares; 2026Q1: 99,531 shares; 2026Q2: 99,815 shares 99,815 $12.8M 0.15% +284 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,642 shares; 2024Q4: 313,317 shares; 2025Q1: 314,380 shares; 2025Q2: 317,818 shares; 2025Q3: 261,353 shares; 2025Q4: 271,955 shares; 2026Q1: 223,119 shares; 2026Q2: 233,913 shares 233,913 $12.6M 0.15% +10,794 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: 26,891 shares; 2024Q4: 40,770 shares; 2025Q1: 38,266 shares; 2025Q2: 54,831 shares; 2025Q3: 57,991 shares; 2025Q4: 77,978 shares; 2026Q1: 83,461 shares; 2026Q2: 92,060 shares 92,060 $12.6M 0.15% +8,599 Timeline DFSB 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: 329,164 shares; 2025Q4: 327,647 shares; 2026Q1: 245,066 shares; 2026Q2: 241,479 shares 241,479 $12.6M 0.15% -3,587 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,963 shares; 2024Q4: 95,751 shares; 2025Q1: 85,946 shares; 2025Q2: 89,856 shares; 2025Q3: 85,430 shares; 2025Q4: 88,150 shares; 2026Q1: 127,597 shares; 2026Q2: 129,890 shares 129,890 $12.5M 0.15% +2,293 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,829 shares; 2024Q4: 43,245 shares; 2025Q1: 43,724 shares; 2025Q2: 42,303 shares; 2025Q3: 50,391 shares; 2025Q4: 57,455 shares; 2026Q1: 61,965 shares; 2026Q2: 92,051 shares 92,051 $12.5M 0.15% +30,086 Timeline GMNY GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274,786 shares; 2025Q4: 291,606 shares; 2026Q1: 228,210 shares; 2026Q2: 244,638 shares 244,638 $12.3M 0.14% +16,428 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: 63,871 shares; 2024Q4: 99,823 shares; 2025Q1: 97,799 shares; 2025Q2: 109,722 shares; 2025Q3: 107,986 shares; 2025Q4: 107,769 shares; 2026Q1: 111,200 shares; 2026Q2: 118,914 shares 118,914 $12.2M 0.14% +7,714 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 13 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 15 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $12M 0.14% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,011 shares; 2024Q4: 18,479 shares; 2025Q1: 20,345 shares; 2025Q2: 62,103 shares; 2025Q3: 75,491 shares; 2025Q4: 77,371 shares; 2026Q1: 78,825 shares; 2026Q2: 81,776 shares 81,776 $11.9M 0.14% +2,951 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 134,890 shares; 2025Q1: 127,720 shares; 2025Q2: 124,815 shares; 2025Q3: 119,708 shares; 2025Q4: 120,532 shares; 2026Q1: 118,557 shares; 2026Q2: 115,911 shares 115,911 $11.1M 0.13% -2,646 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,461 shares; 2025Q3: 84,352 shares; 2025Q4: 82,008 shares; 2026Q1: 66,330 shares; 2026Q2: 60,117 shares 60,117 $11.1M 0.13% -6,213 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,503 shares; 2024Q4: 11,506 shares; 2025Q1: 11,436 shares; 2025Q2: 28,226 shares; 2025Q3: 29,081 shares; 2025Q4: 27,359 shares; 2026Q1: 12,476 shares; 2026Q2: 20,624 shares 20,624 $10.8M 0.13% +8,148 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: 16,604 shares; 2024Q4: 15,088 shares; 2025Q1: 15,502 shares; 2025Q2: 20,180 shares; 2025Q3: 23,208 shares; 2025Q4: 24,020 shares; 2026Q1: 28,656 shares; 2026Q2: 133,701 shares 133,701 $10.8M 0.13% +105,045 Timeline DUHP 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: 206,421 shares; 2025Q4: 206,356 shares; 2026Q1: 229,565 shares; 2026Q2: 252,333 shares 252,333 $10.5M 0.12% +22,768 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,550 shares; 2025Q1: 30,307 shares; 2025Q2: 30,215 shares; 2025Q3: 30,638 shares; 2025Q4: 31,924 shares; 2026Q1: 31,434 shares; 2026Q2: 30,662 shares 30,662 $10.4M 0.12% -772 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: not reported; 2024Q4: 7,726 shares; 2025Q1: 7,690 shares; 2025Q2: 7,365 shares; 2025Q3: 7,344 shares; 2025Q4: 22,806 shares; 2026Q1: 23,420 shares; 2026Q2: 23,450 shares 23,450 $10.3M 0.12% +30 Timeline ESGE 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: not reported; 2025Q2: 177,382 shares; 2025Q3: 181,848 shares; 2025Q4: 194,148 shares; 2026Q1: 198,455 shares; 2026Q2: 186,685 shares 186,685 $10.2M 0.12% -11,770 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,980 shares; 2024Q4: 27,176 shares; 2025Q1: 27,195 shares; 2025Q2: 27,132 shares; 2025Q3: 45,323 shares; 2025Q4: 46,143 shares; 2026Q1: 46,958 shares; 2026Q2: 46,170 shares 46,170 $10.1M 0.12% -788 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 176,053 shares; 2025Q1: 170,554 shares; 2025Q2: 169,785 shares; 2025Q3: 184,161 shares; 2025Q4: 183,054 shares; 2026Q1: 185,159 shares; 2026Q2: 192,339 shares 192,339 $9.98M 0.12% +7,180 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: 6,756 shares; 2024Q4: 8,759 shares; 2025Q1: 9,759 shares; 2025Q2: 29,988 shares; 2025Q3: 30,343 shares; 2025Q4: 29,089 shares; 2026Q1: 31,659 shares; 2026Q2: 33,196 shares 33,196 $9.97M 0.12% +1,537 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: 51,174 shares; 2024Q4: 82,350 shares; 2025Q1: 63,356 shares; 2025Q2: 63,697 shares; 2025Q3: 64,432 shares; 2025Q4: 39,392 shares; 2026Q1: 37,932 shares; 2026Q2: 36,720 shares 36,720 $9.93M 0.12% -1,212 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: 3,595 shares; 2024Q4: 3,697 shares; 2025Q1: 3,474 shares; 2025Q2: 3,934 shares; 2025Q3: 4,057 shares; 2025Q4: 19,878 shares; 2026Q1: 23,286 shares; 2026Q2: 24,738 shares 24,738 $9.83M 0.12% +1,452 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: 21,245 shares; 2024Q4: 21,662 shares; 2025Q1: 21,735 shares; 2025Q2: 38,136 shares; 2025Q3: 38,758 shares; 2025Q4: 39,351 shares; 2026Q1: 40,377 shares; 2026Q2: 43,065 shares 43,065 $9.6M 0.11% +2,688 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142,653 shares; 2025Q4: 142,581 shares; 2026Q1: 385,152 shares; 2026Q2: 392,395 shares 392,395 $9.51M 0.11% +7,243 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,664 shares; 2024Q4: 12,025 shares; 2025Q1: 16,504 shares; 2025Q2: 19,562 shares; 2025Q3: 22,636 shares; 2025Q4: 22,809 shares; 2026Q1: 24,210 shares; 2026Q2: 27,769 shares 27,769 $9.47M 0.11% +3,559 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,699 shares; 2024Q4: 259,408 shares; 2025Q1: 259,583 shares; 2025Q2: 258,840 shares; 2025Q3: 280,930 shares; 2025Q4: 293,370 shares; 2026Q1: 401,307 shares; 2026Q2: 426,103 shares 426,103 $9.43M 0.11% +24,796 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: 4,112 shares; 2024Q4: 14,503 shares; 2025Q1: 13,870 shares; 2025Q2: 18,559 shares; 2025Q3: 15,811 shares; 2025Q4: 15,337 shares; 2026Q1: 16,259 shares; 2026Q2: 14,388 shares 14,388 $9.13M 0.11% -1,871 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,501 shares; 2024Q4: 83,090 shares; 2025Q1: 80,881 shares; 2025Q2: 81,238 shares; 2025Q3: 79,945 shares; 2025Q4: 78,217 shares; 2026Q1: 70,771 shares; 2026Q2: 63,094 shares 63,094 $8.98M 0.11% -7,677 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: 9,643 shares; 2024Q4: 90,519 shares; 2025Q1: 85,959 shares; 2025Q2: 119,485 shares; 2025Q3: 109,680 shares; 2025Q4: 181,154 shares; 2026Q1: 110,818 shares; 2026Q2: 109,747 shares 109,747 $8.92M 0.1% -1,071 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: 14,326 shares; 2024Q4: 21,496 shares; 2025Q1: 22,113 shares; 2025Q2: 24,975 shares; 2025Q3: 23,973 shares; 2025Q4: 23,234 shares; 2026Q1: 22,075 shares; 2026Q2: 21,836 shares 21,836 $8.89M 0.1% -239 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: 17,652 shares; 2024Q4: 65,699 shares; 2025Q1: 70,423 shares; 2025Q2: 77,677 shares; 2025Q3: 81,832 shares; 2025Q4: 66,567 shares; 2026Q1: 59,395 shares; 2026Q2: 59,778 shares 59,778 $8.76M 0.1% +383 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: 7,262 shares; 2024Q4: 9,501 shares; 2025Q1: 9,490 shares; 2025Q2: 8,523 shares; 2025Q3: 8,986 shares; 2025Q4: 91,494 shares; 2026Q1: 124,141 shares; 2026Q2: 122,625 shares 122,625 $8.76M 0.1% -1,516 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,530 shares; 2024Q4: 65,639 shares; 2025Q1: 63,546 shares; 2025Q2: 64,630 shares; 2025Q3: 64,377 shares; 2025Q4: 64,534 shares; 2026Q1: 63,325 shares; 2026Q2: 62,475 shares 62,475 $8.74M 0.1% -850 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,768 shares; 2024Q4: 7,848 shares; 2025Q1: 6,974 shares; 2025Q2: 7,067 shares; 2025Q3: 7,654 shares; 2025Q4: 7,383 shares; 2026Q1: 7,191 shares; 2026Q2: 7,375 shares 7,375 $8.67M 0.1% +184 Timeline XJH 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: 136,719 shares; 2025Q3: 157,044 shares; 2025Q4: 155,412 shares; 2026Q1: 165,268 shares; 2026Q2: 165,083 shares 165,083 $8.61M 0.1% -185 Timeline VSGX 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: 72,330 shares; 2025Q3: 103,644 shares; 2025Q4: 110,956 shares; 2026Q1: 104,182 shares; 2026Q2: 104,488 shares 104,488 $8.6M 0.1% +306 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206,059 shares; 2025Q4: 210,756 shares; 2026Q1: 330,998 shares; 2026Q2: 351,582 shares 351,582 $8.52M 0.1% +20,584 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,412 shares; 2026Q1: 22,813 shares; 2026Q2: 24,183 shares 24,183 $8.47M 0.1% +1,370 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: 4,381 shares; 2024Q4: 6,225 shares; 2025Q1: 5,671 shares; 2025Q2: 6,980 shares; 2025Q3: 7,418 shares; 2025Q4: 7,762 shares; 2026Q1: 8,304 shares; 2026Q2: 8,493 shares 8,493 $8.31M 0.1% +189 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,287 shares; 2024Q4: 28,301 shares; 2025Q1: 26,951 shares; 2025Q2: 25,857 shares; 2025Q3: 25,411 shares; 2025Q4: 26,087 shares; 2026Q1: 25,947 shares; 2026Q2: 26,303 shares 26,303 $8.24M 0.1% +356 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,152 shares; 2024Q4: 56,387 shares; 2025Q1: 56,387 shares; 2025Q2: 56,365 shares; 2025Q3: 56,364 shares; 2025Q4: 56,246 shares; 2026Q1: 56,181 shares; 2026Q2: 56,099 shares 56,099 $8.21M 0.1% -82 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175,329 shares; 2025Q4: 173,051 shares; 2026Q1: 172,951 shares; 2026Q2: 170,213 shares 170,213 $7.99M 0.09% -2,738 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 102,528 shares; 2025Q1: 155,006 shares; 2025Q2: 10,359 shares; 2025Q3: 16,171 shares; 2025Q4: 15,991 shares; 2026Q1: 46,022 shares; 2026Q2: 37,265 shares 37,265 $7.93M 0.09% -8,757 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: 86,036 shares; 2024Q4: 81,296 shares; 2025Q1: 74,246 shares; 2025Q2: 69,961 shares; 2025Q3: 78,671 shares; 2025Q4: 82,701 shares; 2026Q1: 84,930 shares; 2026Q2: 90,225 shares 90,225 $7.71M 0.09% +5,295 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206,830 shares; 2025Q4: 219,858 shares; 2026Q1: 265,068 shares; 2026Q2: 300,201 shares 300,201 $7.58M 0.09% +35,133 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: 82,117 shares; 2024Q4: 180,316 shares; 2025Q1: 175,192 shares; 2025Q2: 173,898 shares; 2025Q3: 199,997 shares; 2025Q4: 220,217 shares; 2026Q1: 215,108 shares; 2026Q2: 238,112 shares 238,112 $7.55M 0.09% +23,004 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: 2,781 shares; 2024Q4: 5,780 shares; 2025Q1: 12,326 shares; 2025Q2: 29,555 shares; 2025Q3: 29,046 shares; 2025Q4: 29,157 shares; 2026Q1: 29,130 shares; 2026Q2: 31,037 shares 31,037 $7.52M 0.09% +1,907 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: 60,759 shares; 2024Q4: 59,538 shares; 2025Q1: 55,828 shares; 2025Q2: 59,039 shares; 2025Q3: 58,463 shares; 2025Q4: 56,327 shares; 2026Q1: 50,452 shares; 2026Q2: 49,420 shares 49,420 $7.52M 0.09% -1,032 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,473 shares; 2026Q1: 17,487 shares; 2026Q2: 19,045 shares 19,045 $7.51M 0.09% +1,558 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 132,431 shares; 2025Q4: 134,205 shares; 2026Q1: 138,494 shares; 2026Q2: 140,893 shares 140,893 $7.51M 0.09% +2,399 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: 33,638 shares; 2024Q4: 61,245 shares; 2025Q1: 42,598 shares; 2025Q2: 47,000 shares; 2025Q3: 43,649 shares; 2025Q4: 52,761 shares; 2026Q1: 54,698 shares; 2026Q2: 53,679 shares 53,679 $7.5M 0.09% -1,019 Timeline DFSU 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: 140,660 shares; 2025Q4: 142,845 shares; 2026Q1: 132,540 shares; 2026Q2: 158,946 shares 158,946 $7.41M 0.09% +26,406 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: 979 shares; 2024Q4: 6,390 shares; 2025Q1: 9,941 shares; 2025Q2: 13,520 shares; 2025Q3: 15,431 shares; 2025Q4: 16,634 shares; 2026Q1: 18,990 shares; 2026Q2: 21,468 shares 21,468 $7.32M 0.09% +2,478 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,490 shares; 2024Q4: 27,490 shares; 2025Q1: 27,510 shares; 2025Q2: 27,568 shares; 2025Q3: 27,606 shares; 2025Q4: 27,588 shares; 2026Q1: 27,597 shares; 2026Q2: 27,668 shares 27,668 $7.3M 0.09% +71 Timeline PAUG 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: 211,485 shares; 2024Q4: 210,476 shares; 2025Q1: 208,798 shares; 2025Q2: 205,657 shares; 2025Q3: 201,588 shares; 2025Q4: 178,076 shares; 2026Q1: 164,790 shares; 2026Q2: 159,083 shares 159,083 $7.26M 0.09% -5,707 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 671 shares; 2025Q2: 1,861 shares; 2025Q3: 2,238 shares; 2025Q4: 2,475 shares; 2026Q1: 9,342 shares; 2026Q2: 17,064 shares 17,064 $6.99M 0.08% +7,722 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,366 shares; 2025Q4: 9,664 shares; 2026Q1: 10,466 shares; 2026Q2: 151,186 shares 151,186 $6.82M 0.08% +140,720 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,753 shares; 2024Q4: 6,569 shares; 2025Q1: 6,721 shares; 2025Q2: 7,679 shares; 2025Q3: 9,133 shares; 2025Q4: 9,982 shares; 2026Q1: 9,472 shares; 2026Q2: 16,003 shares 16,003 $6.82M 0.08% +6,531 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,988 shares; 2024Q4: 18,228 shares; 2025Q1: 20,132 shares; 2025Q2: 22,398 shares; 2025Q3: 22,684 shares; 2025Q4: 14,201 shares; 2026Q1: 13,929 shares; 2026Q2: 13,261 shares 13,261 $6.81M 0.08% -668 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: 104,603 shares; 2024Q4: 112,543 shares; 2025Q1: 116,063 shares; 2025Q2: 118,430 shares; 2025Q3: 35,192 shares; 2025Q4: 37,161 shares; 2026Q1: 38,590 shares; 2026Q2: 42,899 shares 42,899 $6.78M 0.08% +4,309 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: 14,461 shares; 2024Q4: 22,344 shares; 2025Q1: 22,735 shares; 2025Q2: 21,629 shares; 2025Q3: 24,822 shares; 2025Q4: 26,399 shares; 2026Q1: 26,647 shares; 2026Q2: 25,940 shares 25,940 $6.63M 0.08% -707 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: 14,758 shares; 2024Q4: 21,102 shares; 2025Q1: 23,233 shares; 2025Q2: 30,950 shares; 2025Q3: 34,278 shares; 2025Q4: 36,421 shares; 2026Q1: 39,724 shares; 2026Q2: 43,292 shares 43,292 $6.56M 0.08% +3,568 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,392 shares; 2024Q4: 60,935 shares; 2025Q1: 66,307 shares; 2025Q2: 65,827 shares; 2025Q3: 64,506 shares; 2025Q4: 63,077 shares; 2026Q1: 60,579 shares; 2026Q2: 60,911 shares 60,911 $6.55M 0.08% +332 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,174 shares; 2024Q4: 35,028 shares; 2025Q1: 28,964 shares; 2025Q2: 352,070 shares; 2025Q3: 179,393 shares; 2025Q4: 156,091 shares; 2026Q1: 57,214 shares; 2026Q2: 60,688 shares 60,688 $6.53M 0.08% +3,474 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,154 shares; 2025Q3: 81,620 shares; 2025Q4: 80,493 shares; 2026Q1: 150,550 shares; 2026Q2: 130,849 shares 130,849 $6.48M 0.08% -19,701 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: 106,936 shares; 2024Q4: 114,045 shares; 2025Q1: 112,521 shares; 2025Q2: 113,320 shares; 2025Q3: 111,365 shares; 2025Q4: 111,878 shares; 2026Q1: 111,818 shares; 2026Q2: 111,561 shares 111,561 $6.43M 0.08% -257 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: 2,870 shares; 2024Q4: 8,827 shares; 2025Q1: 9,224 shares; 2025Q2: 14,475 shares; 2025Q3: 16,600 shares; 2025Q4: 16,587 shares; 2026Q1: 16,782 shares; 2026Q2: 17,065 shares 17,065 $6.38M 0.07% +283 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: 19,844 shares; 2024Q4: 23,433 shares; 2025Q1: 23,199 shares; 2025Q2: 29,290 shares; 2025Q3: 32,726 shares; 2025Q4: 35,813 shares; 2026Q1: 31,521 shares; 2026Q2: 33,186 shares 33,186 $6.3M 0.07% +1,665 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: 15,759 shares; 2024Q4: 10,923 shares; 2025Q1: 12,107 shares; 2025Q2: 15,651 shares; 2025Q3: 12,276 shares; 2025Q4: 13,116 shares; 2026Q1: 11,130 shares; 2026Q2: 72,679 shares 72,679 $6.26M 0.07% +61,549 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,666 shares; 2024Q4: 13,825 shares; 2025Q1: 13,626 shares; 2025Q2: 13,861 shares; 2025Q3: 14,033 shares; 2025Q4: 14,188 shares; 2026Q1: 14,212 shares; 2026Q2: 14,425 shares 14,425 $6.22M 0.07% +213 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 67,579 shares; 2025Q1: 67,162 shares; 2025Q2: 64,761 shares; 2025Q3: 65,150 shares; 2025Q4: 65,166 shares; 2026Q1: 65,050 shares; 2026Q2: 65,040 shares 65,040 $6.19M 0.07% -10 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,170 shares; 2024Q4: 8,127 shares; 2025Q1: 8,327 shares; 2025Q2: 9,006 shares; 2025Q3: 10,223 shares; 2025Q4: 9,540 shares; 2026Q1: 11,024 shares; 2026Q2: 11,777 shares 11,777 $6.11M 0.07% +753 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,918 shares; 2024Q4: 17,463 shares; 2025Q1: 17,400 shares; 2025Q2: 18,610 shares; 2025Q3: 17,991 shares; 2025Q4: 18,177 shares; 2026Q1: 18,199 shares; 2026Q2: 18,349 shares 18,349 $6.06M 0.07% +150 Timeline DIHP 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: 137,620 shares; 2025Q4: 137,620 shares; 2026Q1: 164,456 shares; 2026Q2: 176,476 shares 176,476 $6.02M 0.07% +12,020 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,060 shares; 2025Q4: 115,136 shares; 2026Q1: 120,530 shares; 2026Q2: 111,428 shares 111,428 $6.02M 0.07% -9,102 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,912 shares; 2024Q4: 10,911 shares; 2025Q1: 14,689 shares; 2025Q2: 13,211 shares; 2025Q3: 12,736 shares; 2025Q4: 12,530 shares; 2026Q1: 11,116 shares; 2026Q2: 9,197 shares 9,197 $5.89M 0.07% -1,919 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,299 shares; 2024Q4: 125,277 shares; 2025Q1: 124,020 shares; 2025Q2: 124,432 shares; 2025Q3: 125,581 shares; 2025Q4: 127,402 shares; 2026Q1: 123,124 shares; 2026Q2: 122,816 shares 122,816 $5.84M 0.07% -308 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,489 shares; 2024Q4: 6,569 shares; 2025Q1: 7,976 shares; 2025Q2: 8,987 shares; 2025Q3: 34,104 shares; 2025Q4: 37,325 shares; 2026Q1: 41,440 shares; 2026Q2: 45,430 shares 45,430 $5.74M 0.07% +3,990 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: 197,603 shares; 2024Q4: 219,700 shares; 2025Q1: 233,234 shares; 2025Q2: 235,455 shares; 2025Q3: 236,259 shares; 2025Q4: 234,803 shares; 2026Q1: 228,295 shares; 2026Q2: 233,380 shares 233,380 $5.62M 0.07% +5,085 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,264 shares; 2024Q4: 26,262 shares; 2025Q1: 26,927 shares; 2025Q2: 23,884 shares; 2025Q3: 24,132 shares; 2025Q4: 25,145 shares; 2026Q1: 25,506 shares; 2026Q2: 25,897 shares 25,897 $5.61M 0.07% +391 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,789 shares; 2025Q3: 83,870 shares; 2025Q4: 72,368 shares; 2026Q1: 70,998 shares; 2026Q2: 69,783 shares 69,783 $5.54M 0.07% -1,215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,564 shares; 2025Q3: 74,950 shares; 2025Q4: 76,753 shares; 2026Q1: 74,310 shares; 2026Q2: 72,108 shares 72,108 $5.47M 0.06% -2,202 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,041 shares; 2024Q4: 191,441 shares; 2025Q1: 191,824 shares; 2025Q2: 192,130 shares; 2025Q3: 191,900 shares; 2025Q4: 191,954 shares; 2026Q1: 192,043 shares; 2026Q2: 193,794 shares 193,794 $5.39M 0.06% +1,751 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,655 shares; 2024Q4: 33,802 shares; 2025Q1: 33,066 shares; 2025Q2: 31,678 shares; 2025Q3: 32,736 shares; 2025Q4: 32,813 shares; 2026Q1: 32,117 shares; 2026Q2: 31,592 shares 31,592 $5.34M 0.06% -525 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: 1,954 shares; 2024Q4: 3,006 shares; 2025Q1: 3,415 shares; 2025Q2: 3,993 shares; 2025Q3: 5,328 shares; 2025Q4: 5,748 shares; 2026Q1: 8,174 shares; 2026Q2: 11,058 shares 11,058 $5.28M 0.06% +2,884 Timeline SCHE 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: 120,021 shares; 2024Q4: 120,041 shares; 2025Q1: 120,041 shares; 2025Q2: 120,481 shares; 2025Q3: 120,596 shares; 2025Q4: 124,601 shares; 2026Q1: 144,803 shares; 2026Q2: 144,347 shares 144,347 $5.23M 0.06% -456 Timeline FENY 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: not reported; 2024Q4: 118,320 shares; 2025Q1: 127,230 shares; 2025Q2: 140,714 shares; 2025Q3: 152,881 shares; 2025Q4: 164,273 shares; 2026Q1: 167,558 shares; 2026Q2: 174,919 shares 174,919 $5.17M 0.06% +7,361 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,816 shares; 2024Q4: 5,783 shares; 2025Q1: 6,568 shares; 2025Q2: 8,035 shares; 2025Q3: 9,075 shares; 2025Q4: 9,834 shares; 2026Q1: 9,518 shares; 2026Q2: 10,324 shares 10,324 $5.13M 0.06% +806 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530,025 shares; 2024Q4: 545,737 shares; 2025Q1: 559,172 shares; 2025Q2: 569,684 shares; 2025Q3: 190,196 shares; 2025Q4: 197,312 shares; 2026Q1: 54,617 shares; 2026Q2: 47,978 shares 47,978 $5.11M 0.06% -6,639 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,401 shares; 2024Q4: 43,564 shares; 2025Q1: 43,609 shares; 2025Q2: 78,278 shares; 2025Q3: 81,684 shares; 2025Q4: 76,113 shares; 2026Q1: 67,683 shares; 2026Q2: 74,196 shares 74,196 $5.08M 0.06% +6,513 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: 40,203 shares; 2024Q4: 34,018 shares; 2025Q1: 33,213 shares; 2025Q2: 69,966 shares; 2025Q3: 63,296 shares; 2025Q4: 62,058 shares; 2026Q1: 64,194 shares; 2026Q2: 60,932 shares 60,932 $5.01M 0.06% -3,262 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,881 shares; 2024Q4: 30,881 shares; 2025Q1: 30,881 shares; 2025Q2: 30,888 shares; 2025Q3: 30,888 shares; 2025Q4: 30,888 shares; 2026Q1: 30,888 shares; 2026Q2: 30,892 shares 30,892 $5M 0.06% +4 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,960 shares; 2024Q4: 8,505 shares; 2025Q1: 7,706 shares; 2025Q2: 7,688 shares; 2025Q3: 7,727 shares; 2025Q4: 21,769 shares; 2026Q1: 19,668 shares; 2026Q2: 19,747 shares 19,747 $4.94M 0.06% +79 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,300 shares; 2024Q4: 152,180 shares; 2025Q1: 151,677 shares; 2025Q2: 104,176 shares; 2025Q3: 102,688 shares; 2025Q4: 102,473 shares; 2026Q1: 92,969 shares; 2026Q2: 90,908 shares 90,908 $4.92M 0.06% -2,061 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: 2,509 shares; 2024Q4: 19,825 shares; 2025Q1: 19,905 shares; 2025Q2: 20,918 shares; 2025Q3: 20,478 shares; 2025Q4: 19,764 shares; 2026Q1: 18,864 shares; 2026Q2: 18,149 shares 18,149 $4.91M 0.06% -715 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: not reported; 2024Q4: 80,301 shares; 2025Q1: 74,293 shares; 2025Q2: 69,739 shares; 2025Q3: 68,365 shares; 2025Q4: 65,872 shares; 2026Q1: 60,259 shares; 2026Q2: 57,934 shares 57,934 $4.84M 0.06% -2,325 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: 24,002 shares; 2024Q4: 20,799 shares; 2025Q1: 17,110 shares; 2025Q2: 24,644 shares; 2025Q3: 28,968 shares; 2025Q4: 29,507 shares; 2026Q1: 28,729 shares; 2026Q2: 30,760 shares 30,760 $4.81M 0.06% +2,031 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,576 shares; 2024Q4: 16,681 shares; 2025Q1: 16,832 shares; 2025Q2: 17,127 shares; 2025Q3: 17,189 shares; 2025Q4: 17,229 shares; 2026Q1: 17,268 shares; 2026Q2: 17,435 shares 17,435 $4.81M 0.06% +167 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,605 shares; 2024Q4: 36,096 shares; 2025Q1: 38,854 shares; 2025Q2: 41,399 shares; 2025Q3: 42,379 shares; 2025Q4: 39,330 shares; 2026Q1: 38,091 shares; 2026Q2: 38,428 shares 38,428 $4.78M 0.06% +337 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,960 shares; 2024Q4: 12,466 shares; 2025Q1: 13,719 shares; 2025Q2: 16,579 shares; 2025Q3: 21,544 shares; 2025Q4: 23,088 shares; 2026Q1: 31,792 shares; 2026Q2: 34,744 shares 34,744 $4.71M 0.06% +2,952 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,730 shares; 2024Q4: 48,080 shares; 2025Q1: 28,581 shares; 2025Q2: 26,670 shares; 2025Q3: 27,020 shares; 2025Q4: 54,594 shares; 2026Q1: 50,829 shares; 2026Q2: 48,266 shares 48,266 $4.67M 0.05% -2,563 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: 12,101 shares; 2024Q4: 14,786 shares; 2025Q1: 15,552 shares; 2025Q2: 20,605 shares; 2025Q3: 19,987 shares; 2025Q4: 20,987 shares; 2026Q1: 35,439 shares; 2026Q2: 38,766 shares 38,766 $4.59M 0.05% +3,327 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,035 shares; 2025Q4: 210,538 shares; 2026Q1: 117,677 shares; 2026Q2: 115,681 shares 115,681 $4.57M 0.05% -1,996 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,812 shares; 2024Q4: 16,968 shares; 2025Q1: 16,624 shares; 2025Q2: 18,287 shares; 2025Q3: 17,759 shares; 2025Q4: 19,669 shares; 2026Q1: 21,177 shares; 2026Q2: 21,805 shares 21,805 $4.56M 0.05% +628 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: 4,381 shares; 2024Q4: 4,276 shares; 2025Q1: 4,344 shares; 2025Q2: 5,647 shares; 2025Q3: 5,629 shares; 2025Q4: 27,121 shares; 2026Q1: 40,663 shares; 2026Q2: 45,620 shares 45,620 $4.53M 0.05% +4,957 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,234 shares; 2024Q4: 35,867 shares; 2025Q1: 44,693 shares; 2025Q2: 45,958 shares; 2025Q3: 62,392 shares; 2025Q4: 61,422 shares; 2026Q1: 60,698 shares; 2026Q2: 62,296 shares 62,296 $4.5M 0.05% +1,598 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: 3,259 shares; 2024Q4: 2,979 shares; 2025Q1: 2,901 shares; 2025Q2: 2,988 shares; 2025Q3: 4,443 shares; 2025Q4: 4,287 shares; 2026Q1: 4,144 shares; 2026Q2: 37,299 shares 37,299 $4.46M 0.05% +33,155 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,038 shares; 2024Q4: 142,197 shares; 2025Q1: 144,124 shares; 2025Q2: 263,766 shares; 2025Q3: 180,660 shares; 2025Q4: 178,543 shares; 2026Q1: 184,364 shares; 2026Q2: 192,466 shares 192,466 $4.46M 0.05% +8,102 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,486 shares; 2026Q1: 28,724 shares; 2026Q2: 21,618 shares 21,618 $4.32M 0.05% -7,106 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: not reported; 2026Q2: 22,766 shares 22,766 $4.32M 0.05% new 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: 78,643 shares 78,643 $4.3M 0.05% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,111 shares; 2024Q4: 14,157 shares; 2025Q1: 14,139 shares; 2025Q2: 14,202 shares; 2025Q3: 14,212 shares; 2025Q4: 14,367 shares; 2026Q1: 14,242 shares; 2026Q2: 14,672 shares 14,672 $4.28M 0.05% +430 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,210 shares; 2025Q1: 1,756 shares; 2025Q2: 1,843 shares; 2025Q3: 2,060 shares; 2025Q4: 24,347 shares; 2026Q1: 25,209 shares; 2026Q2: 26,682 shares 26,682 $4.27M 0.05% +1,473 Timeline DFEV 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: 90,472 shares; 2025Q4: 98,697 shares; 2026Q1: 102,680 shares; 2026Q2: 98,525 shares 98,525 $4.2M 0.05% -4,155 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: 69,677 shares; 2024Q4: 134,789 shares; 2025Q1: 121,128 shares; 2025Q2: 115,204 shares; 2025Q3: 93,324 shares; 2025Q4: 113,146 shares; 2026Q1: 117,208 shares; 2026Q2: 113,927 shares 113,927 $4.2M 0.05% -3,281 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,266 shares; 2024Q4: 15,446 shares; 2025Q1: 15,427 shares; 2025Q2: 15,486 shares; 2025Q3: 15,505 shares; 2025Q4: 15,488 shares; 2026Q1: 15,482 shares; 2026Q2: 15,534 shares 15,534 $4.19M 0.05% +52 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: 18,921 shares 18,921 $4.18M 0.05% new Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,497 shares; 2025Q4: 95,233 shares; 2026Q1: 142,265 shares; 2026Q2: 178,228 shares 178,228 $4.13M 0.05% +35,963 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,896 shares; 2024Q4: 19,028 shares; 2025Q1: 18,616 shares; 2025Q2: 18,279 shares; 2025Q3: 18,468 shares; 2025Q4: 20,267 shares; 2026Q1: 19,651 shares; 2026Q2: 18,545 shares 18,545 $4.09M 0.05% -1,106 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,631 shares; 2025Q4: 33,673 shares; 2026Q1: 30,556 shares; 2026Q2: 30,254 shares 30,254 $4.08M 0.05% -302 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,280 shares; 2026Q1: 122,098 shares; 2026Q2: 89,439 shares 89,439 $4.07M 0.05% -32,659 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,698 shares; 2024Q4: 41,739 shares; 2025Q1: 41,900 shares; 2025Q2: 42,781 shares; 2025Q3: 42,846 shares; 2025Q4: 46,133 shares; 2026Q1: 44,206 shares; 2026Q2: 43,965 shares 43,965 $4.06M 0.05% -241 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,925 shares; 2025Q3: 106,336 shares; 2025Q4: 87,468 shares; 2026Q1: 84,866 shares; 2026Q2: 83,125 shares 83,125 $4M 0.05% -1,741 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,653 shares; 2024Q4: 227,759 shares; 2025Q1: 178,497 shares; 2025Q2: 162,397 shares; 2025Q3: 153,232 shares; 2025Q4: 150,847 shares; 2026Q1: 72,508 shares; 2026Q2: 74,051 shares 74,051 $3.98M 0.05% +1,543 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: 5,840 shares; 2024Q4: 6,016 shares; 2025Q1: 8,791 shares; 2025Q2: 17,354 shares; 2025Q3: 10,677 shares; 2025Q4: 10,461 shares; 2026Q1: 10,615 shares; 2026Q2: 10,939 shares 10,939 $3.96M 0.05% +324 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: 2,862 shares; 2024Q4: 2,863 shares; 2025Q1: 3,631 shares; 2025Q2: 25,757 shares; 2025Q3: 25,706 shares; 2025Q4: 31,932 shares; 2026Q1: 41,754 shares; 2026Q2: 48,239 shares 48,239 $3.96M 0.05% +6,485 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,511 shares; 2024Q4: 2,213 shares; 2025Q1: 2,241 shares; 2025Q2: 2,410 shares; 2025Q3: 2,391 shares; 2025Q4: 2,487 shares; 2026Q1: 2,428 shares; 2026Q2: 13,276 shares 13,276 $3.89M 0.05% +10,848 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,224 shares; 2024Q4: 38,079 shares; 2025Q1: 37,713 shares; 2025Q2: 38,636 shares; 2025Q3: 39,025 shares; 2025Q4: 39,343 shares; 2026Q1: 35,722 shares; 2026Q2: 35,580 shares 35,580 $3.7M 0.04% -142 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123,947 shares; 2025Q4: 114,129 shares; 2026Q1: 77,365 shares; 2026Q2: 76,895 shares 76,895 $3.67M 0.04% -470 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: 8,439 shares; 2024Q4: 6,509 shares; 2025Q1: 6,162 shares; 2025Q2: 11,784 shares; 2025Q3: 8,506 shares; 2025Q4: 8,653 shares; 2026Q1: 8,377 shares; 2026Q2: 8,787 shares 8,787 $3.65M 0.04% +410 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,464 shares; 2024Q4: 18,518 shares; 2025Q1: 18,669 shares; 2025Q2: 18,540 shares; 2025Q3: 18,670 shares; 2025Q4: 18,684 shares; 2026Q1: 18,686 shares; 2026Q2: 18,723 shares 18,723 $3.64M 0.04% +37 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,084 shares; 2024Q4: 5,169 shares; 2025Q1: 4,912 shares; 2025Q2: 5,986 shares; 2025Q3: 6,544 shares; 2025Q4: 6,928 shares; 2026Q1: 7,130 shares; 2026Q2: 7,929 shares 7,929 $3.59M 0.04% +799 Timeline PJUL 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: 140,357 shares; 2024Q4: 135,081 shares; 2025Q1: 133,865 shares; 2025Q2: 130,712 shares; 2025Q3: 125,230 shares; 2025Q4: 108,862 shares; 2026Q1: 92,709 shares; 2026Q2: 73,267 shares 73,267 $3.58M 0.04% -19,442 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,918 shares; 2025Q4: 43,812 shares; 2026Q1: 39,599 shares; 2026Q2: 38,473 shares 38,473 $3.55M 0.04% -1,126 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 606 shares; 2024Q4: 664 shares; 2025Q1: 603 shares; 2025Q2: 25,588 shares; 2025Q3: 30,327 shares; 2025Q4: 32,475 shares; 2026Q1: 37,004 shares; 2026Q2: 38,320 shares 38,320 $3.53M 0.04% +1,316 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: 3,027 shares; 2024Q4: 5,577 shares; 2025Q1: 5,572 shares; 2025Q2: 6,288 shares; 2025Q3: 7,020 shares; 2025Q4: 7,502 shares; 2026Q1: 8,735 shares; 2026Q2: 9,494 shares 9,494 $3.52M 0.04% +759 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254,968 shares; 2025Q4: 241,273 shares; 2026Q1: 136,746 shares; 2026Q2: 131,126 shares 131,126 $3.48M 0.04% -5,620 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: not reported; 2025Q4: 22,680 shares; 2026Q1: 27,719 shares; 2026Q2: 38,276 shares 38,276 $3.48M 0.04% +10,557 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,053 shares; 2025Q1: 5,302 shares; 2025Q2: 5,130 shares; 2025Q3: 5,291 shares; 2025Q4: 5,299 shares; 2026Q1: 5,351 shares; 2026Q2: 5,279 shares 5,279 $3.46M 0.04% -72 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,258 shares; 2024Q4: 29,679 shares; 2025Q1: 28,511 shares; 2025Q2: 102,639 shares; 2025Q3: 70,941 shares; 2025Q4: 69,892 shares; 2026Q1: 64,267 shares; 2026Q2: 61,796 shares 61,796 $3.46M 0.04% -2,471 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,090 shares; 2025Q4: 27,090 shares; 2026Q1: 80,746 shares; 2026Q2: 66,419 shares 66,419 $3.36M 0.04% -14,327 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,314 shares; 2024Q4: 26,998 shares; 2025Q1: 27,022 shares; 2025Q2: 29,033 shares; 2025Q3: 29,151 shares; 2025Q4: 29,423 shares; 2026Q1: 30,030 shares; 2026Q2: 29,792 shares 29,792 $3.33M 0.04% -238 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: 21,778 shares; 2024Q4: 16,657 shares; 2025Q1: 15,949 shares; 2025Q2: 15,995 shares; 2025Q3: 16,835 shares; 2025Q4: 16,670 shares; 2026Q1: 16,765 shares; 2026Q2: 16,635 shares 16,635 $3.29M 0.04% -130 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,280 shares; 2024Q4: 41,698 shares; 2025Q1: 41,698 shares; 2025Q2: 41,708 shares; 2025Q3: 41,915 shares; 2025Q4: 41,829 shares; 2026Q1: 41,795 shares; 2026Q2: 41,782 shares 41,782 $3.29M 0.04% -13 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,595 shares; 2024Q4: 6,824 shares; 2025Q1: 3,944 shares; 2025Q2: 4,362 shares; 2025Q3: 7,173 shares; 2025Q4: 7,598 shares; 2026Q1: 8,446 shares; 2026Q2: 8,697 shares 8,697 $3.26M 0.04% +251 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,185 shares; 2024Q4: 35,166 shares; 2025Q1: 35,455 shares; 2025Q2: 37,337 shares; 2025Q3: 38,509 shares; 2025Q4: 41,048 shares; 2026Q1: 39,067 shares; 2026Q2: 39,378 shares 39,378 $3.25M 0.04% +311 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,789 shares; 2025Q3: 58,714 shares; 2025Q4: 43,961 shares; 2026Q1: 43,074 shares; 2026Q2: 42,448 shares 42,448 $3.22M 0.04% -626 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,155 shares; 2024Q4: 16,230 shares; 2025Q1: 15,817 shares; 2025Q2: 15,029 shares; 2025Q3: 14,546 shares; 2025Q4: 14,398 shares; 2026Q1: 14,283 shares; 2026Q2: 14,271 shares 14,271 $3.19M 0.04% -12 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: 13,791 shares; 2024Q4: 12,158 shares; 2025Q1: 11,886 shares; 2025Q2: 14,699 shares; 2025Q3: 13,905 shares; 2025Q4: 13,303 shares; 2026Q1: 12,771 shares; 2026Q2: 12,918 shares 12,918 $3.14M 0.04% +147 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,402 shares; 2025Q1: 14,499 shares; 2025Q2: 11,694 shares; 2025Q3: 8,767 shares; 2025Q4: 8,456 shares; 2026Q1: 8,252 shares; 2026Q2: 7,789 shares 7,789 $3.13M 0.04% -463 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: 28,722 shares; 2024Q4: 31,414 shares; 2025Q1: 31,359 shares; 2025Q2: 30,252 shares; 2025Q3: 30,675 shares; 2025Q4: 32,534 shares; 2026Q1: 28,148 shares; 2026Q2: 26,329 shares 26,329 $3.1M 0.04% -1,819 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347 shares; 2024Q4: 403 shares; 2025Q1: 476 shares; 2025Q2: 460 shares; 2025Q3: 699 shares; 2025Q4: 568 shares; 2026Q1: 732 shares; 2026Q2: 10,179 shares 10,179 $3.07M 0.04% +9,447 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,149 shares; 2024Q4: 4,822 shares; 2025Q1: 5,576 shares; 2025Q2: 7,378 shares; 2025Q3: 8,571 shares; 2025Q4: 9,256 shares; 2026Q1: 10,574 shares; 2026Q2: 10,937 shares 10,937 $3.05M 0.04% +363 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,293 shares; 2024Q4: 13,694 shares; 2025Q1: 13,698 shares; 2025Q2: 14,543 shares; 2025Q3: 14,624 shares; 2025Q4: 14,816 shares; 2026Q1: 14,819 shares; 2026Q2: 14,992 shares 14,992 $3.02M 0.04% +173 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,452 shares; 2024Q4: 28,431 shares; 2025Q1: 29,527 shares; 2025Q2: 27,833 shares; 2025Q3: 29,683 shares; 2025Q4: 31,802 shares; 2026Q1: 29,005 shares; 2026Q2: 12,252 shares 12,252 $3.02M 0.04% -16,753 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,562 shares; 2024Q4: 1,404 shares; 2025Q1: 2,366 shares; 2025Q2: 3,186 shares; 2025Q3: 3,466 shares; 2025Q4: 3,742 shares; 2026Q1: 4,897 shares; 2026Q2: 4,749 shares 4,749 $2.96M 0.03% -148 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,189 shares; 2024Q4: 208,724 shares; 2025Q1: 189,395 shares; 2025Q2: 158,686 shares; 2025Q3: 102,600 shares; 2025Q4: 101,239 shares; 2026Q1: 101,382 shares; 2026Q2: 63,219 shares 63,219 $2.96M 0.03% -38,163 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,947 shares; 2025Q4: 26,909 shares; 2026Q1: 26,562 shares; 2026Q2: 26,701 shares 26,701 $2.94M 0.03% +139 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,202 shares; 2025Q1: 4,961 shares; 2025Q2: 5,757 shares; 2025Q3: 3,114 shares; 2025Q4: 4,440 shares; 2026Q1: 5,681 shares; 2026Q2: 6,717 shares 6,717 $2.91M 0.03% +1,036 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,424 shares; 2025Q1: 4,316 shares; 2025Q2: 6,372 shares; 2025Q3: 6,931 shares; 2025Q4: 6,884 shares; 2026Q1: 18,288 shares; 2026Q2: 23,366 shares 23,366 $2.91M 0.03% +5,078 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,915 shares; 2024Q4: 5,510 shares; 2025Q1: 5,603 shares; 2025Q2: 5,678 shares; 2025Q3: 5,592 shares; 2025Q4: 5,903 shares; 2026Q1: 5,794 shares; 2026Q2: 5,748 shares 5,748 $2.88M 0.03% -46 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: not reported; 2024Q4: 22,555 shares; 2025Q1: 22,376 shares; 2025Q2: 28,716 shares; 2025Q3: 31,772 shares; 2025Q4: 31,832 shares; 2026Q1: 35,193 shares; 2026Q2: 34,207 shares 34,207 $2.86M 0.03% -986 Timeline IYR 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: 20,357 shares; 2025Q3: 15,235 shares; 2025Q4: 6,613 shares; 2026Q1: 6,245 shares; 2026Q2: 27,826 shares 27,826 $2.85M 0.03% +21,581 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,416 shares; 2025Q1: 3,608 shares; 2025Q2: 23,880 shares; 2025Q3: 25,476 shares; 2025Q4: 29,512 shares; 2026Q1: 36,140 shares; 2026Q2: 37,505 shares 37,505 $2.83M 0.03% +1,365 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: 1,567 shares; 2024Q4: 3,730 shares; 2025Q1: 3,889 shares; 2025Q2: 6,051 shares; 2025Q3: 6,375 shares; 2025Q4: 7,522 shares; 2026Q1: 6,372 shares; 2026Q2: 10,052 shares 10,052 $2.83M 0.03% +3,680 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,124 shares; 2024Q4: 22,236 shares; 2025Q1: 21,728 shares; 2025Q2: 21,466 shares; 2025Q3: 21,464 shares; 2025Q4: 25,009 shares; 2026Q1: 24,933 shares; 2026Q2: 24,718 shares 24,718 $2.82M 0.03% -215 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,310 shares; 2024Q4: 108,217 shares; 2025Q1: 86,684 shares; 2025Q2: 82,042 shares; 2025Q3: 80,029 shares; 2025Q4: 77,886 shares; 2026Q1: 67,727 shares; 2026Q2: 66,297 shares 66,297 $2.81M 0.03% -1,430 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: not reported; 2024Q4: 6,898 shares; 2025Q1: 6,686 shares; 2025Q2: 6,888 shares; 2025Q3: 6,917 shares; 2025Q4: 6,837 shares; 2026Q1: 6,692 shares; 2026Q2: 5,706 shares 5,706 $2.8M 0.03% -986 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 816 shares; 2025Q1: 889 shares; 2025Q2: 503 shares; 2025Q3: 820 shares; 2025Q4: 808 shares; 2026Q1: 1,245 shares; 2026Q2: 1,405 shares 1,405 $2.8M 0.03% +160 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,904 shares; 2024Q4: 22,527 shares; 2025Q1: 21,979 shares; 2025Q2: 30,054 shares; 2025Q3: 20,441 shares; 2025Q4: 19,741 shares; 2026Q1: 20,243 shares; 2026Q2: 18,088 shares 18,088 $2.79M 0.03% -2,155 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,154 shares; 2025Q1: 11,192 shares; 2025Q2: 11,713 shares; 2025Q3: 12,060 shares; 2025Q4: 11,999 shares; 2026Q1: 13,433 shares; 2026Q2: 16,090 shares 16,090 $2.73M 0.03% +2,657 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,497 shares; 2025Q4: 6,545 shares; 2026Q1: 9,961 shares; 2026Q2: 17,162 shares 17,162 $2.69M 0.03% +7,201 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: 12,950 shares; 2024Q4: 12,849 shares; 2025Q1: 15,125 shares; 2025Q2: 22,937 shares; 2025Q3: 30,358 shares; 2025Q4: 29,040 shares; 2026Q1: 28,530 shares; 2026Q2: 29,902 shares 29,902 $2.62M 0.03% +1,372 Timeline PZT 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: 334,255 shares; 2024Q4: 329,912 shares; 2025Q1: 333,186 shares; 2025Q2: 342,794 shares; 2025Q3: 127,027 shares; 2025Q4: 134,464 shares; 2026Q1: 104,884 shares; 2026Q2: 113,348 shares 113,348 $2.58M 0.03% +8,464 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: 7,071 shares; 2024Q4: 8,895 shares; 2025Q1: 7,760 shares; 2025Q2: 8,351 shares; 2025Q3: 9,931 shares; 2025Q4: 10,660 shares; 2026Q1: 10,170 shares; 2026Q2: 10,337 shares 10,337 $2.57M 0.03% +167 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,271 shares; 2024Q4: 4,996 shares; 2025Q1: 4,996 shares; 2025Q2: 4,998 shares; 2025Q3: 5,003 shares; 2025Q4: 5,003 shares; 2026Q1: 40,706 shares; 2026Q2: 40,706 shares 40,706 $2.51M 0.03% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,132 shares; 2024Q4: 11,132 shares; 2025Q1: 11,355 shares; 2025Q2: 11,489 shares; 2025Q3: 11,717 shares; 2025Q4: 11,868 shares; 2026Q1: 11,955 shares; 2026Q2: 12,033 shares 12,033 $2.48M 0.03% +78 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,144 shares; 2024Q4: 105,650 shares; 2025Q1: 82,631 shares; 2025Q2: 80,807 shares; 2025Q3: 80,093 shares; 2025Q4: 80,204 shares; 2026Q1: 62,546 shares; 2026Q2: 62,580 shares 62,580 $2.48M 0.03% +34 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,308 shares; 2024Q4: 15,774 shares; 2025Q1: 17,305 shares; 2025Q2: 19,140 shares; 2025Q3: 20,825 shares; 2025Q4: 22,024 shares; 2026Q1: 21,732 shares; 2026Q2: 21,062 shares 21,062 $2.46M 0.03% -670 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,560 shares; 2024Q4: 14,519 shares; 2025Q1: 14,480 shares; 2025Q2: 15,660 shares; 2025Q3: 15,734 shares; 2025Q4: 16,794 shares; 2026Q1: 11,092 shares; 2026Q2: 12,971 shares 12,971 $2.4M 0.03% +1,879 Timeline IXG 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: 18,273 shares; 2026Q2: 19,182 shares 19,182 $2.39M 0.03% +909 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: not reported; 2024Q4: 11,272 shares; 2025Q1: 10,833 shares; 2025Q2: 14,171 shares; 2025Q3: 13,077 shares; 2025Q4: 17,733 shares; 2026Q1: 31,178 shares; 2026Q2: 24,529 shares 24,529 $2.37M 0.03% -6,649 Timeline SPHD 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: 10,664 shares; 2025Q1: 16,914 shares; 2025Q2: 16,400 shares; 2025Q3: 16,167 shares; 2025Q4: 18,482 shares; 2026Q1: 33,228 shares; 2026Q2: 44,804 shares 44,804 $2.28M 0.03% +11,576 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,346 shares; 2024Q4: 95,234 shares; 2025Q1: 94,059 shares; 2025Q2: 48,036 shares; 2025Q3: 45,892 shares; 2025Q4: 45,580 shares; 2026Q1: 41,832 shares; 2026Q2: 41,673 shares 41,673 $2.26M 0.03% -159 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,982 shares; 2024Q4: 24,324 shares; 2025Q1: 23,174 shares; 2025Q2: 24,044 shares; 2025Q3: 24,089 shares; 2025Q4: 26,526 shares; 2026Q1: 28,591 shares; 2026Q2: 39,640 shares 39,640 $2.24M 0.03% +11,049 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,378 shares; 2024Q4: 12,784 shares; 2025Q1: 13,172 shares; 2025Q2: 13,419 shares; 2025Q3: 13,638 shares; 2025Q4: 13,889 shares; 2026Q1: 13,398 shares; 2026Q2: 13,325 shares 13,325 $2.22M 0.03% -73 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,831 shares; 2026Q2: 22,112 shares 22,112 $2.22M 0.03% +281 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,732 shares; 2025Q4: 58,910 shares; 2026Q1: 91,379 shares; 2026Q2: 101,043 shares 101,043 $2.2M 0.03% +9,664 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,126 shares; 2024Q4: 65,139 shares; 2025Q1: 63,771 shares; 2025Q2: 63,751 shares; 2025Q3: 63,361 shares; 2025Q4: 63,366 shares; 2026Q1: 62,423 shares; 2026Q2: 62,426 shares 62,426 $2.17M 0.03% +3 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,519 shares; 2024Q4: 6,625 shares; 2025Q1: 7,286 shares; 2025Q2: 7,545 shares; 2025Q3: 8,177 shares; 2025Q4: 7,277 shares; 2026Q1: 6,428 shares; 2026Q2: 6,273 shares 6,273 $2.16M 0.03% -155 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 29,750 shares; 2025Q1: 29,815 shares; 2025Q2: 29,792 shares; 2025Q3: 29,792 shares; 2025Q4: 29,810 shares; 2026Q1: 29,810 shares; 2026Q2: 29,837 shares 29,837 $2.16M 0.03% +27 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,067 shares; 2025Q4: 2,069 shares; 2026Q1: 2,194 shares; 2026Q2: 2,238 shares 2,238 $2.16M 0.03% +44 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,058 shares; 2024Q4: 1,674 shares; 2025Q1: 1,704 shares; 2025Q2: 1,908 shares; 2025Q3: 2,328 shares; 2025Q4: 2,373 shares; 2026Q1: 2,488 shares; 2026Q2: 2,801 shares 2,801 $2.14M 0.03% +313 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: 10,904 shares; 2024Q4: 35,829 shares; 2025Q1: 38,122 shares; 2025Q2: 24,841 shares; 2025Q3: 25,750 shares; 2025Q4: 25,916 shares; 2026Q1: 22,837 shares; 2026Q2: 23,510 shares 23,510 $2.13M 0.03% +673 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,769 shares; 2025Q4: 9,832 shares; 2026Q1: 9,917 shares; 2026Q2: 9,999 shares 9,999 $2.13M 0.02% +82 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: 19,200 shares; 2024Q4: 19,342 shares; 2025Q1: 19,184 shares; 2025Q2: 22,547 shares; 2025Q3: 11,987 shares; 2025Q4: 14,911 shares; 2026Q1: 16,453 shares; 2026Q2: 13,563 shares 13,563 $2.12M 0.02% -2,890 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,693 shares; 2024Q4: 21,475 shares; 2025Q1: 14,847 shares; 2025Q2: 13,205 shares; 2025Q3: 12,496 shares; 2025Q4: 13,017 shares; 2026Q1: 11,161 shares; 2026Q2: 11,166 shares 11,166 $2.12M 0.02% +5 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: 44,382 shares; 2024Q4: 48,058 shares; 2025Q1: 49,760 shares; 2025Q2: 49,311 shares; 2025Q3: 54,206 shares; 2025Q4: 168,624 shares; 2026Q1: 49,123 shares; 2026Q2: 49,970 shares 49,970 $2.12M 0.02% +847 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,386 shares; 2024Q4: 517,822 shares; 2025Q1: 588,667 shares; 2025Q2: 147,221 shares; 2025Q3: 148,455 shares; 2025Q4: 150,823 shares; 2026Q1: 150,196 shares; 2026Q2: 151,478 shares 151,478 $2.11M 0.02% +1,282 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,866 shares; 2024Q4: 15,818 shares; 2025Q1: 15,928 shares; 2025Q2: 15,300 shares; 2025Q3: 19,854 shares; 2025Q4: 19,629 shares; 2026Q1: 21,884 shares; 2026Q2: 21,889 shares 21,889 $2.1M 0.02% +5 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: 276 shares; 2024Q4: 348 shares; 2025Q1: 404 shares; 2025Q2: 496 shares; 2025Q3: 521 shares; 2025Q4: 501 shares; 2026Q1: 500 shares; 2026Q2: 11,714 shares 11,714 $2.09M 0.02% +11,214 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: 120,422 shares; 2024Q4: 108,619 shares; 2025Q1: 102,757 shares; 2025Q2: 72,969 shares; 2025Q3: 64,706 shares; 2025Q4: 50,960 shares; 2026Q1: 44,908 shares; 2026Q2: 24,633 shares 24,633 $2.04M 0.02% -20,275 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,190 shares; 2024Q4: 117,471 shares; 2025Q1: 46,140 shares; 2025Q2: 45,989 shares; 2025Q3: 46,809 shares; 2025Q4: 46,307 shares; 2026Q1: 42,268 shares; 2026Q2: 38,585 shares 38,585 $2.04M 0.02% -3,683 Timeline SCHO 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: 84,325 shares 84,325 $2.04M 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,830 shares; 2024Q4: 12,587 shares; 2025Q1: 12,991 shares; 2025Q2: 19,348 shares; 2025Q3: 19,806 shares; 2025Q4: 6,879 shares; 2026Q1: 6,957 shares; 2026Q2: 6,748 shares 6,748 $2.01M 0.02% -209 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,901 shares; 2025Q1: 9,479 shares; 2025Q2: 9,509 shares; 2025Q3: 9,274 shares; 2025Q4: 8,918 shares; 2026Q1: 8,779 shares; 2026Q2: 8,375 shares 8,375 $2M 0.02% -404 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,329 shares 100,329 $1.98M 0.02% new Timeline VIGI 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: 34,617 shares; 2024Q4: 24,467 shares; 2025Q1: 23,185 shares; 2025Q2: 22,998 shares; 2025Q3: 22,112 shares; 2025Q4: 21,105 shares; 2026Q1: 22,383 shares; 2026Q2: 21,121 shares 21,121 $1.97M 0.02% -1,262 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,075 shares; 2024Q4: 36,508 shares; 2025Q1: 36,183 shares; 2025Q2: 35,425 shares; 2025Q3: 37,013 shares; 2025Q4: 36,631 shares; 2026Q1: 38,061 shares; 2026Q2: 38,206 shares 38,206 $1.93M 0.02% +145 Timeline TAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,622 shares; 2025Q4: 82,622 shares; 2026Q1: 72,416 shares; 2026Q2: 72,407 shares 72,407 $1.92M 0.02% -9 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,184 shares; 2025Q4: 44,225 shares; 2026Q1: 41,923 shares; 2026Q2: 41,510 shares 41,510 $1.91M 0.02% -413 Timeline GLOF 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: 34,023 shares; 2025Q4: 33,590 shares; 2026Q1: 33,300 shares; 2026Q2: 32,475 shares 32,475 $1.91M 0.02% -825 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,735 shares; 2024Q4: 15,903 shares; 2025Q1: 15,665 shares; 2025Q2: 16,331 shares; 2025Q3: 16,225 shares; 2025Q4: 16,225 shares; 2026Q1: 16,225 shares; 2026Q2: 16,225 shares 16,225 $1.9M 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,215 shares; 2025Q3: 4,949 shares; 2025Q4: 9,088 shares; 2026Q1: 9,642 shares; 2026Q2: 9,433 shares 9,433 $1.89M 0.02% -209 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,089 shares; 2025Q4: 22,738 shares; 2026Q1: 22,542 shares; 2026Q2: 21,891 shares 21,891 $1.87M 0.02% -651 Timeline SPIB 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: 25,666 shares; 2025Q4: 27,041 shares; 2026Q1: 50,203 shares; 2026Q2: 55,892 shares 55,892 $1.87M 0.02% +5,689 Timeline IYM 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: 11,683 shares; 2025Q3: 11,732 shares; 2025Q4: 11,789 shares; 2026Q1: 7,490 shares; 2026Q2: 10,396 shares 10,396 $1.87M 0.02% +2,906 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,165 shares; 2025Q3: 68,583 shares; 2025Q4: 62,612 shares; 2026Q1: 19,555 shares; 2026Q2: 18,556 shares 18,556 $1.86M 0.02% -999 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,381 shares; 2024Q4: 1,450 shares; 2025Q1: 1,765 shares; 2025Q2: 1,852 shares; 2025Q3: 2,005 shares; 2025Q4: 1,966 shares; 2026Q1: 11,147 shares; 2026Q2: 12,632 shares 12,632 $1.85M 0.02% +1,485 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,937 shares; 2025Q3: 5,235 shares; 2025Q4: 5,350 shares; 2026Q1: 5,357 shares; 2026Q2: 5,355 shares 5,355 $1.84M 0.02% -2 Timeline XDIV 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: 60,039 shares 60,039 $1.83M 0.02% new 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: 13,909 shares; 2024Q4: 18,376 shares; 2025Q1: 17,922 shares; 2025Q2: 21,081 shares; 2025Q3: 25,036 shares; 2025Q4: 26,412 shares; 2026Q1: 26,824 shares; 2026Q2: 12,725 shares 12,725 $1.82M 0.02% -14,099 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,398 shares; 2024Q4: 10,743 shares; 2025Q1: 9,798 shares; 2025Q2: 13,450 shares; 2025Q3: 13,483 shares; 2025Q4: 13,091 shares; 2026Q1: 12,454 shares; 2026Q2: 12,433 shares 12,433 $1.82M 0.02% -21 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,381 shares; 2025Q2: 3,568 shares; 2025Q3: 19,698 shares; 2025Q4: 24,131 shares; 2026Q1: 24,442 shares; 2026Q2: 23,827 shares 23,827 $1.79M 0.02% -615 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,052 shares; 2026Q2: 23,348 shares 23,348 $1.79M 0.02% +6,296 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,678 shares; 2025Q3: 79,678 shares; 2025Q4: 79,678 shares; 2026Q1: 63,059 shares; 2026Q2: 63,035 shares 63,035 $1.78M 0.02% -24 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,379 shares; 2024Q4: 27,219 shares; 2025Q1: 30,825 shares; 2025Q2: 33,634 shares; 2025Q3: 32,924 shares; 2025Q4: 36,404 shares; 2026Q1: 35,850 shares; 2026Q2: 42,731 shares 42,731 $1.77M 0.02% +6,881 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,800 shares; 2025Q2: 60,334 shares; 2025Q3: 60,334 shares; 2025Q4: 66,661 shares; 2026Q1: 81,354 shares; 2026Q2: 84,467 shares 84,467 $1.76M 0.02% +3,113 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,428 shares; 2024Q4: 4,140 shares; 2025Q1: 4,233 shares; 2025Q2: 6,590 shares; 2025Q3: 6,931 shares; 2025Q4: 9,243 shares; 2026Q1: 9,116 shares; 2026Q2: 9,734 shares 9,734 $1.76M 0.02% +618 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: 8,499 shares; 2024Q4: 25,642 shares; 2025Q1: 10,585 shares; 2025Q2: 9,807 shares; 2025Q3: 14,131 shares; 2025Q4: 35,042 shares; 2026Q1: 59,881 shares; 2026Q2: 59,831 shares 59,831 $1.76M 0.02% -50 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,617 shares; 2024Q4: 9,847 shares; 2025Q1: 9,862 shares; 2025Q2: 10,339 shares; 2025Q3: 10,033 shares; 2025Q4: 12,812 shares; 2026Q1: 12,806 shares; 2026Q2: 12,303 shares 12,303 $1.76M 0.02% -503 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,837 shares; 2024Q4: 4,524 shares; 2025Q1: 4,877 shares; 2025Q2: 5,622 shares; 2025Q3: 6,614 shares; 2025Q4: 7,206 shares; 2026Q1: 7,416 shares; 2026Q2: 7,953 shares 7,953 $1.76M 0.02% +537 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,022 shares; 2024Q4: 9,005 shares; 2025Q1: 9,069 shares; 2025Q2: 8,954 shares; 2025Q3: 4,938 shares; 2025Q4: 4,886 shares; 2026Q1: 4,935 shares; 2026Q2: 4,706 shares 4,706 $1.75M 0.02% -229 Timeline JQUA 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: 14,904 shares; 2025Q2: 16,573 shares; 2025Q3: 25,294 shares; 2025Q4: 25,246 shares; 2026Q1: 24,569 shares; 2026Q2: 23,864 shares 23,864 $1.72M 0.02% -705 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,350 shares; 2024Q4: 94,431 shares; 2025Q1: 84,518 shares; 2025Q2: 88,471 shares; 2025Q3: 89,789 shares; 2025Q4: 90,830 shares; 2026Q1: 95,082 shares; 2026Q2: 96,007 shares 96,007 $1.72M 0.02% +925 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,461 shares; 2026Q1: 85,461 shares; 2026Q2: 85,461 shares 85,461 $1.72M 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,116 shares; 2024Q4: 9,808 shares; 2025Q1: 9,011 shares; 2025Q2: 10,065 shares; 2025Q3: 10,431 shares; 2025Q4: 9,702 shares; 2026Q1: 9,589 shares; 2026Q2: 8,980 shares 8,980 $1.71M 0.02% -609 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,417 shares; 2024Q4: 28,493 shares; 2025Q1: 41,522 shares; 2025Q2: 41,586 shares; 2025Q3: 37,046 shares; 2025Q4: 38,656 shares; 2026Q1: 33,738 shares; 2026Q2: 33,598 shares 33,598 $1.7M 0.02% -140 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,760 shares; 2024Q4: 9,760 shares; 2025Q1: 9,760 shares; 2025Q2: 9,760 shares; 2025Q3: 9,810 shares; 2025Q4: 9,789 shares; 2026Q1: 10,345 shares; 2026Q2: 10,340 shares 10,340 $1.69M 0.02% -5 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,071 shares; 2024Q4: 12,653 shares; 2025Q1: 12,653 shares; 2025Q2: 12,126 shares; 2025Q3: 12,126 shares; 2025Q4: 12,126 shares; 2026Q1: 12,186 shares; 2026Q2: 12,186 shares 12,186 $1.68M 0.02% 0 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,795,137 shares; 2024Q4: 1,909,177 shares; 2025Q1: 1,999,125 shares; 2025Q2: 1,971,695 shares; 2025Q3: 153,234 shares; 2025Q4: 149,500 shares; 2026Q1: 143,476 shares; 2026Q2: 33,370 shares 33,370 $1.66M 0.02% -110,106 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: 7,178 shares; 2024Q4: 7,214 shares; 2025Q1: 8,104 shares; 2025Q2: 8,165 shares; 2025Q3: 6,454 shares; 2025Q4: 6,605 shares; 2026Q1: 6,708 shares; 2026Q2: 6,838 shares 6,838 $1.65M 0.02% +130 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: 17,105 shares; 2024Q4: 31,086 shares; 2025Q1: 31,215 shares; 2025Q2: 28,185 shares; 2025Q3: 28,820 shares; 2025Q4: 66,445 shares; 2026Q1: 58,228 shares; 2026Q2: 56,852 shares 56,852 $1.65M 0.02% -1,376 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,669 shares; 2026Q2: 36,548 shares 36,548 $1.62M 0.02% +11,879 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,106 shares; 2024Q4: 68,160 shares; 2025Q1: 73,184 shares; 2025Q2: 54,522 shares; 2025Q3: 40,061 shares; 2025Q4: 38,495 shares; 2026Q1: 31,951 shares; 2026Q2: 32,652 shares 32,652 $1.61M 0.02% +701 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,885 shares; 2025Q4: 20,219 shares; 2026Q1: 15,792 shares; 2026Q2: 35,133 shares 35,133 $1.58M 0.02% +19,341 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,469 shares; 2025Q1: 6,627 shares; 2025Q2: 6,549 shares; 2025Q3: 6,394 shares; 2025Q4: 6,414 shares; 2026Q1: 6,395 shares; 2026Q2: 6,144 shares 6,144 $1.57M 0.02% -251 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,975 shares; 2024Q4: 45,729 shares; 2025Q1: 45,092 shares; 2025Q2: 42,164 shares; 2025Q3: 41,442 shares; 2025Q4: 38,884 shares; 2026Q1: 37,356 shares; 2026Q2: 36,250 shares 36,250 $1.57M 0.02% -1,106 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,333 shares; 2024Q4: 35,941 shares; 2025Q1: 34,028 shares; 2025Q2: 34,674 shares; 2025Q3: 33,865 shares; 2025Q4: 35,401 shares; 2026Q1: 35,243 shares; 2026Q2: 28,200 shares 28,200 $1.54M 0.02% -7,043 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: 1,471 shares; 2024Q4: 2,372 shares; 2025Q1: 2,352 shares; 2025Q2: 2,603 shares; 2025Q3: 2,776 shares; 2025Q4: 2,789 shares; 2026Q1: 2,774 shares; 2026Q2: 2,949 shares 2,949 $1.5M 0.02% +175 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,226 shares; 2024Q4: 5,445 shares; 2025Q1: 11,849 shares; 2025Q2: 5,689 shares; 2025Q3: 6,175 shares; 2025Q4: 8,818 shares; 2026Q1: 6,268 shares; 2026Q2: 8,103 shares 8,103 $1.5M 0.02% +1,835 Timeline GTEK GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 203,055 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,255 shares; 2026Q2: 23,852 shares 23,852 $1.5M 0.02% -403 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,590 shares; 2024Q4: 21,998 shares; 2025Q1: 21,436 shares; 2025Q2: 36,710 shares; 2025Q3: 25,784 shares; 2025Q4: 25,206 shares; 2026Q1: 17,178 shares; 2026Q2: 15,474 shares 15,474 $1.49M 0.02% -1,704 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,455 shares; 2024Q4: 4,050 shares; 2025Q1: 4,186 shares; 2025Q2: 4,137 shares; 2025Q3: 4,617 shares; 2025Q4: 4,900 shares; 2026Q1: 4,903 shares; 2026Q2: 4,870 shares 4,870 $1.49M 0.02% -33 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,740 shares; 2025Q1: 12,712 shares; 2025Q2: 12,762 shares; 2025Q3: 12,872 shares; 2025Q4: 13,105 shares; 2026Q1: 13,618 shares; 2026Q2: 13,195 shares 13,195 $1.48M 0.02% -423 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,420 shares; 2025Q1: 29,132 shares; 2025Q2: 26,489 shares; 2025Q3: 27,861 shares; 2025Q4: 25,072 shares; 2026Q1: 23,317 shares; 2026Q2: 20,200 shares 20,200 $1.48M 0.02% -3,117 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 657 shares; 2024Q4: 752 shares; 2025Q1: 762 shares; 2025Q2: 903 shares; 2025Q3: 1,933 shares; 2025Q4: 1,654 shares; 2026Q1: 1,701 shares; 2026Q2: 1,937 shares 1,937 $1.46M 0.02% +236 Timeline AVBH AVIDBANK HLDGS INC More: the full row for AVIDBANK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,200 shares; 2025Q4: 65,200 shares; 2026Q1: 54,200 shares; 2026Q2: 44,200 shares 44,200 $1.46M 0.02% -10,000 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,661 shares; 2026Q1: 3,717 shares; 2026Q2: 3,774 shares 3,774 $1.45M 0.02% +57 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,784 shares; 2024Q4: 22,439 shares; 2025Q1: 21,602 shares; 2025Q2: 20,275 shares; 2025Q3: 19,928 shares; 2025Q4: 20,097 shares; 2026Q1: 17,925 shares; 2026Q2: 18,755 shares 18,755 $1.45M 0.02% +830 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,031 shares; 2025Q1: 19,897 shares; 2025Q2: 18,997 shares; 2025Q3: 17,548 shares; 2025Q4: 17,504 shares; 2026Q1: 16,613 shares; 2026Q2: 15,992 shares 15,992 $1.45M 0.02% -621 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 241 shares; 2025Q1: 224 shares; 2025Q2: 219 shares; 2025Q3: 216 shares; 2025Q4: 210 shares; 2026Q1: 204 shares; 2026Q2: 210 shares 210 $1.43M 0.02% +6 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,217 shares; 2025Q1: 910 shares; 2025Q2: 1,228 shares; 2025Q3: 1,078 shares; 2025Q4: 1,065 shares; 2026Q1: 1,045 shares; 2026Q2: 5,000 shares 5,000 $1.41M 0.02% +3,955 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,989 shares; 2024Q4: 3,989 shares; 2025Q1: 5,057 shares; 2025Q2: 5,647 shares; 2025Q3: 5,417 shares; 2025Q4: 5,409 shares; 2026Q1: 5,489 shares; 2026Q2: 5,693 shares 5,693 $1.4M 0.02% +204 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 24,793 shares; 2026Q1: 18,166 shares; 2026Q2: 18,166 shares 18,166 $1.37M 0.02% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,753 shares; 2025Q4: 1,729 shares; 2026Q1: 1,584 shares; 2026Q2: 1,600 shares 1,600 $1.37M 0.02% +16 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,888 shares; 2024Q4: 8,893 shares; 2025Q1: 8,893 shares; 2025Q2: 8,897 shares; 2025Q3: 8,743 shares; 2025Q4: 8,760 shares; 2026Q1: 9,455 shares; 2026Q2: 9,458 shares 9,458 $1.37M 0.02% +3 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,440 shares; 2024Q4: 40,440 shares; 2025Q1: 40,440 shares; 2025Q2: 40,451 shares; 2025Q3: 40,451 shares; 2025Q4: 40,471 shares; 2026Q1: 38,218 shares; 2026Q2: 38,194 shares 38,194 $1.35M 0.02% -24 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,251 shares; 2024Q4: 4,344 shares; 2025Q1: 4,570 shares; 2025Q2: 6,384 shares; 2025Q3: 7,171 shares; 2025Q4: 7,235 shares; 2026Q1: 5,670 shares; 2026Q2: 6,022 shares 6,022 $1.35M 0.02% +352 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: 15,182 shares; 2024Q4: 11,072 shares; 2025Q1: 9,875 shares; 2025Q2: 9,766 shares; 2025Q3: 9,588 shares; 2025Q4: 12,175 shares; 2026Q1: 12,217 shares; 2026Q2: 12,257 shares 12,257 $1.34M 0.02% +40 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,989 shares; 2025Q1: 36,545 shares; 2025Q2: 33,902 shares; 2025Q3: 34,698 shares; 2025Q4: 34,795 shares; 2026Q1: 32,384 shares; 2026Q2: 24,955 shares 24,955 $1.33M 0.02% -7,429 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,659 shares; 2024Q4: 22,124 shares; 2025Q1: 22,044 shares; 2025Q2: 24,083 shares; 2025Q3: 27,155 shares; 2025Q4: 27,278 shares; 2026Q1: 22,734 shares; 2026Q2: 22,627 shares 22,627 $1.31M 0.02% -107 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,864 shares; 2024Q4: 28,917 shares; 2025Q1: 27,231 shares; 2025Q2: 39,091 shares; 2025Q3: 35,221 shares; 2025Q4: 29,331 shares; 2026Q1: 27,919 shares; 2026Q2: 31,878 shares 31,878 $1.31M 0.02% +3,959 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,790 shares; 2024Q4: 10,582 shares; 2025Q1: 11,154 shares; 2025Q2: 14,210 shares; 2025Q3: 13,264 shares; 2025Q4: 11,636 shares; 2026Q1: 9,921 shares; 2026Q2: 9,910 shares 9,910 $1.3M 0.02% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,681 shares; 2026Q2: 33,440 shares 33,440 $1.3M 0.02% +3,759 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,416 shares; 2024Q4: 3,291 shares; 2025Q1: 3,039 shares; 2025Q2: 2,602 shares; 2025Q3: 4,786 shares; 2025Q4: 4,787 shares; 2026Q1: 4,217 shares; 2026Q2: 4,101 shares 4,101 $1.29M 0.02% -116 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 81,464 shares; 2025Q1: 30,887 shares; 2025Q2: 24,589 shares; 2025Q3: 24,520 shares; 2025Q4: 24,520 shares; 2026Q1: 24,279 shares; 2026Q2: 24,279 shares 24,279 $1.28M 0.02% 0 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,405 shares; 2025Q2: 12,895 shares; 2025Q3: 12,895 shares; 2025Q4: 12,895 shares; 2026Q1: 17,895 shares; 2026Q2: 17,895 shares 17,895 $1.27M 0.01% 0 Timeline PHO 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: 16,725 shares; 2024Q4: 16,386 shares; 2025Q1: 16,290 shares; 2025Q2: 16,420 shares; 2025Q3: 18,004 shares; 2025Q4: 18,004 shares; 2026Q1: 18,004 shares; 2026Q2: 18,148 shares 18,148 $1.25M 0.01% +144 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: 874 shares; 2025Q1: 915 shares; 2025Q2: 934 shares; 2025Q3: 914 shares; 2025Q4: 916 shares; 2026Q1: 965 shares; 2026Q2: 929 shares 929 $1.24M 0.01% -36 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,631 shares; 2025Q3: 20,631 shares; 2025Q4: 20,631 shares; 2026Q1: 20,631 shares; 2026Q2: 20,631 shares 20,631 $1.23M 0.01% 0 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: 4,934 shares; 2024Q4: 3,694 shares; 2025Q1: 3,313 shares; 2025Q2: 3,152 shares; 2025Q3: 3,142 shares; 2025Q4: 4,296 shares; 2026Q1: 6,479 shares; 2026Q2: 7,970 shares 7,970 $1.23M 0.01% +1,491 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,359 shares; 2024Q4: 3,714 shares; 2025Q1: 3,777 shares; 2025Q2: 3,857 shares; 2025Q3: 3,917 shares; 2025Q4: 4,936 shares; 2026Q1: 5,199 shares; 2026Q2: 5,128 shares 5,128 $1.22M 0.01% -71 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,814 shares; 2025Q1: 5,647 shares; 2025Q2: 5,469 shares; 2025Q3: 6,059 shares; 2025Q4: 6,108 shares; 2026Q1: 6,091 shares; 2026Q2: 5,839 shares 5,839 $1.22M 0.01% -252 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,148 shares; 2024Q4: 35,078 shares; 2025Q1: 37,968 shares; 2025Q2: 52,172 shares; 2025Q3: 53,507 shares; 2025Q4: 49,414 shares; 2026Q1: 42,333 shares; 2026Q2: 58,532 shares 58,532 $1.21M 0.01% +16,199 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 7,258 shares; 2026Q1: 7,311 shares; 2026Q2: 7,346 shares 7,346 $1.2M 0.01% +35 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,593 shares; 2024Q4: 37,452 shares; 2025Q1: 36,593 shares; 2025Q2: 41,501 shares; 2025Q3: 33,498 shares; 2025Q4: 45,701 shares; 2026Q1: 23,568 shares; 2026Q2: 23,568 shares 23,568 $1.19M 0.01% 0 Timeline PFEB 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: 34,101 shares; 2024Q4: 29,674 shares; 2025Q1: 36,766 shares; 2025Q2: 36,766 shares; 2025Q3: 36,766 shares; 2025Q4: 28,007 shares; 2026Q1: 27,832 shares; 2026Q2: 27,696 shares 27,696 $1.19M 0.01% -136 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,805 shares; 2024Q4: 22,104 shares; 2025Q1: 17,736 shares; 2025Q2: 15,898 shares; 2025Q3: 15,947 shares; 2025Q4: 15,338 shares; 2026Q1: 12,874 shares; 2026Q2: 12,493 shares 12,493 $1.19M 0.01% -381 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,811 shares; 2024Q4: 23,708 shares; 2025Q1: 23,088 shares; 2025Q2: 23,086 shares; 2025Q3: 23,069 shares; 2025Q4: 22,750 shares; 2026Q1: 20,624 shares; 2026Q2: 20,578 shares 20,578 $1.19M 0.01% -46 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,532 shares; 2024Q4: 71,246 shares; 2025Q1: 67,594 shares; 2025Q2: 64,274 shares; 2025Q3: 54,625 shares; 2025Q4: 52,188 shares; 2026Q1: 44,658 shares; 2026Q2: 43,669 shares 43,669 $1.18M 0.01% -989 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,770 shares; 2024Q4: 9,682 shares; 2025Q1: 9,615 shares; 2025Q2: 9,928 shares; 2025Q3: 10,526 shares; 2025Q4: 10,433 shares; 2026Q1: 11,767 shares; 2026Q2: 12,288 shares 12,288 $1.18M 0.01% +521 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,977 shares; 2025Q3: 32,182 shares; 2025Q4: 31,422 shares; 2026Q1: 25,756 shares; 2026Q2: 22,573 shares 22,573 $1.17M 0.01% -3,183 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,436 shares; 2024Q4: 11,723 shares; 2025Q1: 11,997 shares; 2025Q2: 11,106 shares; 2025Q3: 11,880 shares; 2025Q4: 14,010 shares; 2026Q1: 13,510 shares; 2026Q2: 13,735 shares 13,735 $1.16M 0.01% +225 Timeline FNDC 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: 30,944 shares; 2024Q4: 22,162 shares; 2025Q1: 20,842 shares; 2025Q2: 20,924 shares; 2025Q3: 20,848 shares; 2025Q4: 24,218 shares; 2026Q1: 24,478 shares; 2026Q2: 23,906 shares 23,906 $1.16M 0.01% -572 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,904 shares; 2024Q4: 9,840 shares; 2025Q1: 9,075 shares; 2025Q2: 15,208 shares; 2025Q3: 15,522 shares; 2025Q4: 14,417 shares; 2026Q1: 12,798 shares; 2026Q2: 13,001 shares 13,001 $1.15M 0.01% +203 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,486 shares; 2024Q4: 2,513 shares; 2025Q1: 2,605 shares; 2025Q2: 2,821 shares; 2025Q3: 2,949 shares; 2025Q4: 2,999 shares; 2026Q1: 3,213 shares; 2026Q2: 3,228 shares 3,228 $1.14M 0.01% +15 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,926 shares; 2026Q2: 30,673 shares 30,673 $1.14M 0.01% +2,747 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334,762 shares; 2024Q4: 229,079 shares; 2025Q1: 226,319 shares; 2025Q2: 10,365 shares; 2025Q3: 7,449 shares; 2025Q4: 7,708 shares; 2026Q1: 7,127 shares; 2026Q2: 7,203 shares 7,203 $1.14M 0.01% +76 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: 5,655 shares; 2024Q4: 10,808 shares; 2025Q1: 10,753 shares; 2025Q2: 15,961 shares; 2025Q3: 15,446 shares; 2025Q4: 14,189 shares; 2026Q1: 12,818 shares; 2026Q2: 11,460 shares 11,460 $1.13M 0.01% -1,358 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,978 shares; 2024Q4: 9,636 shares; 2025Q1: 9,313 shares; 2025Q2: 9,595 shares; 2025Q3: 9,699 shares; 2025Q4: 9,751 shares; 2026Q1: 9,504 shares; 2026Q2: 9,482 shares 9,482 $1.12M 0.01% -22 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,781 shares; 2025Q4: 50,781 shares; 2026Q1: 50,781 shares; 2026Q2: 50,781 shares 50,781 $1.12M 0.01% 0 Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,797 shares 55,797 $1.11M 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,832 shares; 2025Q1: 9,284 shares; 2025Q2: 11,159 shares; 2025Q3: 11,521 shares; 2025Q4: 11,039 shares; 2026Q1: 9,957 shares; 2026Q2: 10,143 shares 10,143 $1.11M 0.01% +186 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: 1,598 shares; 2024Q4: 6,552 shares; 2025Q1: 6,658 shares; 2025Q2: 6,807 shares; 2025Q3: 7,328 shares; 2025Q4: 7,366 shares; 2026Q1: 6,830 shares; 2026Q2: 6,813 shares 6,813 $1.1M 0.01% -17 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,805 shares; 2024Q4: 1,948 shares; 2025Q1: 1,983 shares; 2025Q2: 2,401 shares; 2025Q3: 2,793 shares; 2025Q4: 2,802 shares; 2026Q1: 2,949 shares; 2026Q2: 2,772 shares 2,772 $1.1M 0.01% -177 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,763 shares; 2025Q1: 7,531 shares; 2025Q2: 7,421 shares; 2025Q3: 7,439 shares; 2025Q4: 7,458 shares; 2026Q1: 7,570 shares; 2026Q2: 7,545 shares 7,545 $1.1M 0.01% -25 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,166 shares; 2024Q4: 26,931 shares; 2025Q1: 27,743 shares; 2025Q2: 28,131 shares; 2025Q3: 28,696 shares; 2025Q4: 29,329 shares; 2026Q1: 13,156 shares; 2026Q2: 14,026 shares 14,026 $1.1M 0.01% +870 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,532 shares; 2024Q4: 10,373 shares; 2025Q1: 10,342 shares; 2025Q2: 4,704 shares; 2025Q3: 11,330 shares; 2025Q4: 11,603 shares; 2026Q1: 12,232 shares; 2026Q2: 12,255 shares 12,255 $1.09M 0.01% +23 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,998 shares; 2024Q4: 68,381 shares; 2025Q1: 85,028 shares; 2025Q2: 71,557 shares; 2025Q3: 96,962 shares; 2025Q4: 107,014 shares; 2026Q1: 124,309 shares; 2026Q2: 47,709 shares 47,709 $1.09M 0.01% -76,600 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,753 shares; 2025Q1: not reported; 2025Q2: 12,556 shares; 2025Q3: 26,742 shares; 2025Q4: 27,089 shares; 2026Q1: 13,134 shares; 2026Q2: 24,470 shares 24,470 $1.08M 0.01% +11,336 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,898 shares; 2024Q4: 15,531 shares; 2025Q1: 13,677 shares; 2025Q2: 14,098 shares; 2025Q3: 16,610 shares; 2025Q4: 17,996 shares; 2026Q1: 18,055 shares; 2026Q2: 17,803 shares 17,803 $1.08M 0.01% -252 Timeline QXO QXO INC More: the full row for QXO 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: 16,542 shares; 2025Q4: 16,533 shares; 2026Q1: 50,525 shares; 2026Q2: 61,592 shares 61,592 $1.06M 0.01% +11,067 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,765 shares; 2024Q4: 13,391 shares; 2025Q1: 13,105 shares; 2025Q2: 13,159 shares; 2025Q3: 13,216 shares; 2025Q4: 13,480 shares; 2026Q1: 13,963 shares; 2026Q2: 13,716 shares 13,716 $1.05M 0.01% -247 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: 1,748 shares; 2025Q1: 1,735 shares; 2025Q2: 6,365 shares; 2025Q3: 5,563 shares; 2025Q4: 5,888 shares; 2026Q1: 6,053 shares; 2026Q2: 6,168 shares 6,168 $1.05M 0.01% +115 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,535 shares 20,535 $1.05M 0.01% new Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,785 shares; 2025Q1: 21,492 shares; 2025Q2: 16,149 shares; 2025Q3: 14,728 shares; 2025Q4: 14,376 shares; 2026Q1: 13,673 shares; 2026Q2: 12,921 shares 12,921 $1.05M 0.01% -752 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,918 shares; 2025Q4: 10,900 shares; 2026Q1: 10,707 shares; 2026Q2: 10,592 shares 10,592 $1.04M 0.01% -115 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,583 shares; 2024Q4: 3,626 shares; 2025Q1: 3,490 shares; 2025Q2: 6,458 shares; 2025Q3: 6,703 shares; 2025Q4: 10,547 shares; 2026Q1: 11,129 shares; 2026Q2: 10,592 shares 10,592 $1.04M 0.01% -537 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,150 shares; 2024Q4: 15,900 shares; 2025Q1: 15,937 shares; 2025Q2: 17,974 shares; 2025Q3: 18,162 shares; 2025Q4: 18,334 shares; 2026Q1: 18,355 shares; 2026Q2: 18,553 shares 18,553 $1.04M 0.01% +198 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,597 shares; 2024Q4: 3,387 shares; 2025Q1: 3,282 shares; 2025Q2: 5,283 shares; 2025Q3: 5,234 shares; 2025Q4: 5,631 shares; 2026Q1: 5,900 shares; 2026Q2: 7,936 shares 7,936 $1.04M 0.01% +2,036 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,773 shares; 2025Q1: 23,130 shares; 2025Q2: 23,066 shares; 2025Q3: 22,911 shares; 2025Q4: 22,734 shares; 2026Q1: 22,456 shares; 2026Q2: 18,690 shares 18,690 $1.04M 0.01% -3,766 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,582 shares; 2025Q1: 16,766 shares; 2025Q2: 16,095 shares; 2025Q3: 15,488 shares; 2025Q4: 15,424 shares; 2026Q1: 16,308 shares; 2026Q2: 16,446 shares 16,446 $1.03M 0.01% +138 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,049 shares; 2024Q4: 5,811 shares; 2025Q1: 4,887 shares; 2025Q2: 4,829 shares; 2025Q3: 5,891 shares; 2025Q4: 5,405 shares; 2026Q1: 5,259 shares; 2026Q2: 6,339 shares 6,339 $1.03M 0.01% +1,080 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,410 shares; 2025Q4: 1,426 shares; 2026Q1: 1,412 shares; 2026Q2: 1,427 shares 1,427 $1.02M 0.01% +15 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,341 shares; 2024Q4: 14,341 shares; 2025Q1: 14,341 shares; 2025Q2: 14,355 shares; 2025Q3: 14,355 shares; 2025Q4: 14,355 shares; 2026Q1: 14,355 shares; 2026Q2: 14,356 shares 14,356 $1.02M 0.01% +1 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,030 shares; 2025Q1: 8,076 shares; 2025Q2: 8,592 shares; 2025Q3: 8,870 shares; 2025Q4: 9,520 shares; 2026Q1: 10,456 shares; 2026Q2: 10,857 shares 10,857 $1.02M 0.01% +401 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: 3,842 shares; 2024Q4: 12,222 shares; 2025Q1: 12,651 shares; 2025Q2: 10,621 shares; 2025Q3: 10,280 shares; 2025Q4: 11,000 shares; 2026Q1: 10,390 shares; 2026Q2: 11,070 shares 11,070 $1.01M 0.01% +680 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 867 shares; 2024Q4: 908 shares; 2025Q1: 996 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 822 shares; 2026Q1: 836 shares; 2026Q2: 845 shares 845 $1.01M 0.01% +9 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,106 shares 13,106 $1M 0.01% new Timeline INTF 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: 29,187 shares; 2026Q2: 24,516 shares 24,516 $1M 0.01% -4,671 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,118 shares; 2025Q1: 2,128 shares; 2025Q2: 5,800 shares; 2025Q3: 5,767 shares; 2025Q4: 5,622 shares; 2026Q1: 5,910 shares; 2026Q2: 5,809 shares 5,809 $974K 0.01% -101 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,975 shares; 2025Q3: 4,828 shares; 2025Q4: 4,973 shares; 2026Q1: 5,205 shares; 2026Q2: 5,498 shares 5,498 $969K 0.01% +293 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: 2,174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,182 shares; 2025Q3: 6,342 shares; 2025Q4: 5,551 shares; 2026Q1: 5,340 shares; 2026Q2: 7,075 shares 7,075 $967K 0.01% +1,735 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,127 shares; 2024Q4: 17,507 shares; 2025Q1: 16,124 shares; 2025Q2: 15,661 shares; 2025Q3: 15,978 shares; 2025Q4: 11,633 shares; 2026Q1: 8,696 shares; 2026Q2: 8,617 shares 8,617 $966K 0.01% -79 Timeline GAA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,308 shares; 2026Q2: 28,069 shares 28,069 $965K 0.01% +19,761 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,135 shares; 2024Q4: 27,877 shares; 2025Q1: 25,751 shares; 2025Q2: 22,138 shares; 2025Q3: 21,574 shares; 2025Q4: 21,229 shares; 2026Q1: 16,421 shares; 2026Q2: 19,490 shares 19,490 $963K 0.01% +3,069 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: not reported; 2024Q4: 8,023 shares; 2025Q1: 5,342 shares; 2025Q2: 4,655 shares; 2025Q3: 4,746 shares; 2025Q4: 4,886 shares; 2026Q1: 4,813 shares; 2026Q2: 4,690 shares 4,690 $962K 0.01% -123 Timeline DDFY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,911 shares 47,911 $960K 0.01% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,537 shares; 2024Q4: 8,537 shares; 2025Q1: 8,425 shares; 2025Q2: 8,425 shares; 2025Q3: 8,425 shares; 2025Q4: 8,350 shares; 2026Q1: 8,350 shares; 2026Q2: 8,350 shares 8,350 $959K 0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,865 shares; 2025Q1: 13,813 shares; 2025Q2: 12,781 shares; 2025Q3: 11,697 shares; 2025Q4: 10,888 shares; 2026Q1: 10,680 shares; 2026Q2: 10,515 shares 10,515 $959K 0.01% -165 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,661 shares; 2025Q4: 5,314 shares; 2026Q1: 10,898 shares; 2026Q2: 8,143 shares 8,143 $956K 0.01% -2,755 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,673 shares 6,673 $953K 0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,769 shares; 2025Q2: 17,058 shares; 2025Q3: 15,616 shares; 2025Q4: 15,922 shares; 2026Q1: 18,887 shares; 2026Q2: 19,731 shares 19,731 $948K 0.01% +844 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,009 shares; 2026Q1: 8,009 shares; 2026Q2: 8,009 shares 8,009 $938K 0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,067 shares; 2024Q4: 27,380 shares; 2025Q1: 16,838 shares; 2025Q2: 18,405 shares; 2025Q3: 17,677 shares; 2025Q4: 19,634 shares; 2026Q1: 21,299 shares; 2026Q2: 23,014 shares 23,014 $936K 0.01% +1,715 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,758 shares; 2025Q4: 2,758 shares; 2026Q1: 2,758 shares; 2026Q2: 2,758 shares 2,758 $934K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,405 shares; 2024Q4: 5,891 shares; 2025Q1: 4,925 shares; 2025Q2: 4,028 shares; 2025Q3: 3,760 shares; 2025Q4: 3,585 shares; 2026Q1: 3,215 shares; 2026Q2: 2,532 shares 2,532 $926K 0.01% -683 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,623 shares; 2025Q4: 8,651 shares; 2026Q1: 8,651 shares; 2026Q2: 8,651 shares 8,651 $920K 0.01% 0 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: 643 shares; 2025Q1: not reported; 2025Q2: 1,015 shares; 2025Q3: 1,154 shares; 2025Q4: 1,162 shares; 2026Q1: 1,213 shares; 2026Q2: 1,274 shares 1,274 $917K 0.01% +61 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,564 shares; 2025Q1: 10,491 shares; 2025Q2: 10,938 shares; 2025Q3: 10,234 shares; 2025Q4: 9,904 shares; 2026Q1: 8,677 shares; 2026Q2: 8,121 shares 8,121 $914K 0.01% -556 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: 5,104 shares; 2024Q4: 4,496 shares; 2025Q1: 4,223 shares; 2025Q2: 4,295 shares; 2025Q3: 4,600 shares; 2025Q4: 4,576 shares; 2026Q1: 4,087 shares; 2026Q2: 4,111 shares 4,111 $909K 0.01% +24 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,938 shares; 2025Q2: 30,069 shares; 2025Q3: 30,069 shares; 2025Q4: 30,069 shares; 2026Q1: 30,069 shares; 2026Q2: 30,069 shares 30,069 $907K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,238 shares; 2025Q1: 2,292 shares; 2025Q2: 2,435 shares; 2025Q3: 2,507 shares; 2025Q4: 3,000 shares; 2026Q1: 6,456 shares; 2026Q2: 3,478 shares 3,478 $906K 0.01% -2,978 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,284 shares; 2025Q1: 1,180 shares; 2025Q2: 2,596 shares; 2025Q3: 2,407 shares; 2025Q4: 2,479 shares; 2026Q1: 2,437 shares; 2026Q2: 2,318 shares 2,318 $904K 0.01% -119 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: 5,010 shares; 2024Q4: 6,078 shares; 2025Q1: 6,864 shares; 2025Q2: 6,984 shares; 2025Q3: 7,643 shares; 2025Q4: 7,791 shares; 2026Q1: 7,437 shares; 2026Q2: 7,650 shares 7,650 $897K 0.01% +213 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,752 shares; 2025Q1: 35,765 shares; 2025Q2: 37,889 shares; 2025Q3: 38,543 shares; 2025Q4: 39,866 shares; 2026Q1: 45,636 shares; 2026Q2: 44,001 shares 44,001 $883K 0.01% -1,635 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,350 shares; 2024Q4: 8,845 shares; 2025Q1: 8,939 shares; 2025Q2: 9,442 shares; 2025Q3: 12,112 shares; 2025Q4: 10,649 shares; 2026Q1: 10,637 shares; 2026Q2: 8,660 shares 8,660 $882K 0.01% -1,977 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,018 shares 16,018 $876K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,662 shares; 2024Q4: 11,171 shares; 2025Q1: 11,249 shares; 2025Q2: 10,672 shares; 2025Q3: 9,184 shares; 2025Q4: 9,331 shares; 2026Q1: 9,321 shares; 2026Q2: 9,568 shares 9,568 $866K 0.01% +247 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,950 shares; 2025Q1: 19,968 shares; 2025Q2: 18,057 shares; 2025Q3: 18,090 shares; 2025Q4: 18,231 shares; 2026Q1: 18,354 shares; 2026Q2: 18,685 shares 18,685 $864K 0.01% +331 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,268 shares; 2024Q4: 10,268 shares; 2025Q1: 10,327 shares; 2025Q2: 10,778 shares; 2025Q3: 11,267 shares; 2025Q4: 11,398 shares; 2026Q1: 12,897 shares; 2026Q2: 15,021 shares 15,021 $862K 0.01% +2,124 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,855 shares; 2024Q4: 18,527 shares; 2025Q1: 12,263 shares; 2025Q2: 24,798 shares; 2025Q3: 23,961 shares; 2025Q4: 21,925 shares; 2026Q1: 19,392 shares; 2026Q2: 17,860 shares 17,860 $862K 0.01% -1,532 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,869 shares; 2024Q4: 131,784 shares; 2025Q1: 186,811 shares; 2025Q2: 181,743 shares; 2025Q3: 172,549 shares; 2025Q4: 26,770 shares; 2026Q1: 26,917 shares; 2026Q2: 25,111 shares 25,111 $854K 0.01% -1,806 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,967 shares; 2025Q1: 2,963 shares; 2025Q2: 4,114 shares; 2025Q3: 4,303 shares; 2025Q4: 4,464 shares; 2026Q1: 4,556 shares; 2026Q2: 4,959 shares 4,959 $842K 0.01% +403 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,643 shares; 2024Q4: 6,153 shares; 2025Q1: 14,640 shares; 2025Q2: 13,043 shares; 2025Q3: 13,139 shares; 2025Q4: 15,833 shares; 2026Q1: 15,332 shares; 2026Q2: 7,781 shares 7,781 $834K 0.01% -7,551 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,590 shares; 2025Q1: 3,627 shares; 2025Q2: 3,640 shares; 2025Q3: 3,050 shares; 2025Q4: 3,185 shares; 2026Q1: 3,311 shares; 2026Q2: 3,359 shares 3,359 $827K 0.01% +48 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,949 shares; 2025Q3: 15,184 shares; 2025Q4: 14,859 shares; 2026Q1: 15,572 shares; 2026Q2: 22,418 shares 22,418 $824K 0.01% +6,846 Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY Quarterly shares; 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: 53,401 shares; 2026Q2: 26,898 shares 26,898 $817K 0.01% -26,503 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,592 shares; 2025Q4: 14,389 shares; 2026Q1: 13,271 shares; 2026Q2: 10,792 shares 10,792 $814K 0.01% -2,479 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: 1,453 shares; 2024Q4: 2,971 shares; 2025Q1: 3,444 shares; 2025Q2: 3,701 shares; 2025Q3: 3,741 shares; 2025Q4: 3,793 shares; 2026Q1: 3,837 shares; 2026Q2: 3,805 shares 3,805 $811K 0.01% -32 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: 579 shares; 2025Q1: 494 shares; 2025Q2: 536 shares; 2025Q3: 695 shares; 2025Q4: 751 shares; 2026Q1: 794 shares; 2026Q2: 842 shares 842 $809K 0.01% +48 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,774 shares; 2025Q4: 6,054 shares; 2026Q1: 6,224 shares; 2026Q2: 5,881 shares 5,881 $805K 0.01% -343 Timeline VTWV 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: 7,056 shares; 2024Q4: 5,307 shares; 2025Q1: 4,759 shares; 2025Q2: 4,707 shares; 2025Q3: 4,572 shares; 2025Q4: 4,592 shares; 2026Q1: 4,080 shares; 2026Q2: 4,094 shares 4,094 $800K 0.01% +14 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,205 shares; 2024Q4: 16,320 shares; 2025Q1: 15,798 shares; 2025Q2: 15,815 shares; 2025Q3: 15,815 shares; 2025Q4: 16,497 shares; 2026Q1: 16,503 shares; 2026Q2: 16,593 shares 16,593 $798K 0.01% +90 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,927 shares; 2024Q4: 8,097 shares; 2025Q1: 8,247 shares; 2025Q2: 8,284 shares; 2025Q3: 8,876 shares; 2025Q4: 9,975 shares; 2026Q1: 10,129 shares; 2026Q2: 10,130 shares 10,130 $795K 0.01% +1 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 37,700 shares; 2026Q2: 37,358 shares 37,358 $795K 0.01% -342 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,237 shares; 2025Q1: 2,190 shares; 2025Q2: 1,135 shares; 2025Q3: 2,584 shares; 2025Q4: 2,589 shares; 2026Q1: 2,271 shares; 2026Q2: 2,649 shares 2,649 $792K 0.01% +378 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,389 shares; 2024Q4: 3,693 shares; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 3,235 shares; 2025Q4: 3,131 shares; 2026Q1: not reported; 2026Q2: 6,943 shares 6,943 $789K 0.01% new 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: 1,077 shares; 2025Q2: 1,002 shares; 2025Q3: 1,020 shares; 2025Q4: 1,005 shares; 2026Q1: 1,016 shares; 2026Q2: 1,041 shares 1,041 $789K 0.01% +25 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,032 shares; 2025Q4: 16,330 shares; 2026Q1: 5,139 shares; 2026Q2: 8,326 shares 8,326 $787K 0.01% +3,187 Timeline ISHG 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: 9,449 shares; 2026Q2: 10,567 shares 10,567 $785K 0.01% +1,118 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,201 shares; 2024Q4: 1,293 shares; 2025Q1: 1,303 shares; 2025Q2: 1,962 shares; 2025Q3: 1,890 shares; 2025Q4: 1,867 shares; 2026Q1: 1,865 shares; 2026Q2: 1,887 shares 1,887 $784K 0.01% +22 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,442 shares; 2024Q4: 1,194 shares; 2025Q1: 1,306 shares; 2025Q2: 1,090 shares; 2025Q3: 1,397 shares; 2025Q4: 1,229 shares; 2026Q1: 1,466 shares; 2026Q2: 2,026 shares 2,026 $784K 0.01% +560 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,626 shares; 2024Q4: 24,773 shares; 2025Q1: 24,368 shares; 2025Q2: 24,433 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,037 shares; 2026Q2: 2,627 shares 2,627 $782K 0.01% +590 Timeline