SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,526,058 shares; 2024Q4: not reported; 2025Q1: 2,738,188 shares; 2025Q2: 3,051,332 shares; 2025Q3: 3,453,849 shares; 2025Q4: 3,654,368 shares; 2026Q1: 4,294,646 shares; 2026Q2: 4,665,939 shares 4,665,939 $284M 10.49% +371,293 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: 1,652,503 shares; 2024Q4: 1,682,241 shares; 2025Q1: 1,774,441 shares; 2025Q2: 1,911,629 shares; 2025Q3: 2,165,049 shares; 2025Q4: 2,336,234 shares; 2026Q1: 2,571,288 shares; 2026Q2: 2,731,152 shares 2,731,152 $264M 9.75% +159,864 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: 1,427,742 shares; 2024Q4: 4,210,466 shares; 2025Q1: 1,571,909 shares; 2025Q2: 1,723,602 shares; 2025Q3: 1,875,061 shares; 2025Q4: 1,942,123 shares; 2026Q1: 2,112,143 shares; 2026Q2: 2,170,139 shares 2,170,139 $258M 9.55% +57,996 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: 1,573,846 shares; 2024Q4: 1,600,480 shares; 2025Q1: 1,100,109 shares; 2025Q2: 1,060,764 shares; 2025Q3: 1,044,762 shares; 2025Q4: 1,023,787 shares; 2026Q1: 985,890 shares; 2026Q2: 975,098 shares 975,098 $214M 7.91% -10,792 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: 542,922 shares; 2024Q4: 601,550 shares; 2025Q1: 581,965 shares; 2025Q2: 750,592 shares; 2025Q3: 712,574 shares; 2025Q4: 751,866 shares; 2026Q1: 2,042,072 shares; 2026Q2: 2,049,493 shares 2,049,493 $170M 6.28% +7,421 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: 1,938,808 shares; 2024Q4: 2,046,502 shares; 2025Q1: 2,240,575 shares; 2025Q2: 2,135,947 shares; 2025Q3: 1,885,632 shares; 2025Q4: 1,840,661 shares; 2026Q1: 1,442,514 shares; 2026Q2: 1,317,455 shares 1,317,455 $102M 3.76% -125,059 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: 1,022,791 shares; 2024Q4: 1,110,239 shares; 2025Q1: 1,084,379 shares; 2025Q2: 1,097,155 shares; 2025Q3: 1,126,049 shares; 2025Q4: 1,180,706 shares; 2026Q1: 1,185,979 shares; 2026Q2: 1,184,896 shares 1,184,896 $84.4M 3.12% -1,083 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: 959,771 shares; 2024Q4: 1,010,875 shares; 2025Q1: 992,066 shares; 2025Q2: 815,056 shares; 2025Q3: 604,937 shares; 2025Q4: 543,693 shares; 2026Q1: 506,188 shares; 2026Q2: 478,686 shares 478,686 $71M 2.63% -27,502 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: 115,472 shares; 2024Q4: not reported; 2025Q1: 118,122 shares; 2025Q2: 123,754 shares; 2025Q3: 123,646 shares; 2025Q4: 123,276 shares; 2026Q1: 125,802 shares; 2026Q2: 735,408 shares 735,408 $63.3M 2.34% +609,606 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: 202,256 shares; 2024Q4: not reported; 2025Q1: 203,799 shares; 2025Q2: 228,910 shares; 2025Q3: 218,249 shares; 2025Q4: 212,194 shares; 2026Q1: 192,964 shares; 2026Q2: 740,816 shares 740,816 $59.7M 2.21% +547,852 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: 440,438 shares; 2024Q4: 423,817 shares; 2025Q1: 395,037 shares; 2025Q2: 389,297 shares; 2025Q3: 388,817 shares; 2025Q4: 385,195 shares; 2026Q1: 353,931 shares; 2026Q2: 351,996 shares 351,996 $48.4M 1.79% -1,935 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: 197,100 shares; 2024Q4: 196,248 shares; 2025Q1: 196,589 shares; 2025Q2: 194,291 shares; 2025Q3: 193,735 shares; 2025Q4: 190,049 shares; 2026Q1: 189,726 shares; 2026Q2: 188,515 shares 188,515 $44.6M 1.65% -1,211 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 89,764 shares; 2025Q1: 408,173 shares; 2025Q2: 835,276 shares; 2025Q3: 1,039,566 shares; 2025Q4: 1,327,463 shares; 2026Q1: 1,799,794 shares; 2026Q2: 1,924,924 shares 1,924,924 $44.1M 1.63% +125,130 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: 61,094 shares; 2024Q4: 59,356 shares; 2025Q1: 59,581 shares; 2025Q2: 58,364 shares; 2025Q3: 58,408 shares; 2025Q4: 57,844 shares; 2026Q1: 58,863 shares; 2026Q2: 58,148 shares 58,148 $42.8M 1.58% -715 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: 80,591 shares; 2024Q4: not reported; 2025Q1: 78,043 shares; 2025Q2: 75,286 shares; 2025Q3: 72,762 shares; 2025Q4: 116,771 shares; 2026Q1: 114,883 shares; 2026Q2: 114,517 shares 114,517 $42.4M 1.57% -366 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: 142,461 shares; 2024Q4: not reported; 2025Q1: 146,304 shares; 2025Q2: 173,278 shares; 2025Q3: 155,955 shares; 2025Q4: 149,803 shares; 2026Q1: 142,250 shares; 2026Q2: 135,435 shares 135,435 $41.1M 1.52% -6,815 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: 600,850 shares; 2024Q4: 538,479 shares; 2025Q1: 509,817 shares; 2025Q2: 465,038 shares; 2025Q3: 452,058 shares; 2025Q4: 450,381 shares; 2026Q1: 430,220 shares; 2026Q2: 422,803 shares 422,803 $36.1M 1.34% -7,417 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: 111,723 shares; 2024Q4: 112,439 shares; 2025Q1: 112,412 shares; 2025Q2: 120,446 shares; 2025Q3: 119,187 shares; 2025Q4: 115,607 shares; 2026Q1: 115,990 shares; 2026Q2: 111,984 shares 111,984 $32.4M 1.2% -4,006 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,845 shares; 2025Q3: 10,073 shares; 2025Q4: 210,168 shares; 2026Q1: 1,240,205 shares; 2026Q2: 1,433,973 shares 1,433,973 $32.1M 1.19% +193,768 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: 38,684 shares; 2024Q4: 38,129 shares; 2025Q1: 37,667 shares; 2025Q2: 38,004 shares; 2025Q3: 39,123 shares; 2025Q4: 39,004 shares; 2026Q1: 41,980 shares; 2026Q2: 41,513 shares 41,513 $31M 1.15% -467 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: 67,176 shares; 2024Q4: not reported; 2025Q1: 65,759 shares; 2025Q2: 65,581 shares; 2025Q3: 62,728 shares; 2025Q4: 61,651 shares; 2026Q1: 61,170 shares; 2026Q2: 365,063 shares 365,063 $30.2M 1.12% +303,893 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: 211,998 shares; 2024Q4: 209,831 shares; 2025Q1: 213,098 shares; 2025Q2: 213,472 shares; 2025Q3: 208,490 shares; 2025Q4: 160,360 shares; 2026Q1: 154,643 shares; 2026Q2: 150,342 shares 150,342 $28.5M 1.05% -4,301 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,123 shares; 2024Q4: 327,744 shares; 2025Q1: 276,289 shares; 2025Q2: 271,221 shares; 2025Q3: 271,221 shares; 2025Q4: 268,910 shares; 2026Q1: 268,910 shares; 2026Q2: 266,740 shares 266,740 $24.9M 0.92% -2,170 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419,887 shares; 2024Q4: 450,373 shares; 2025Q1: 480,915 shares; 2025Q2: 477,270 shares; 2025Q3: 407,069 shares; 2025Q4: 395,743 shares; 2026Q1: 308,896 shares; 2026Q2: 270,820 shares 270,820 $18.3M 0.68% -38,076 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: 49,261 shares; 2024Q4: 49,920 shares; 2025Q1: 49,165 shares; 2025Q2: 48,627 shares; 2025Q3: 50,785 shares; 2025Q4: 50,905 shares; 2026Q1: 50,554 shares; 2026Q2: 47,090 shares 47,090 $17.6M 0.65% -3,464 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: 408,078 shares; 2024Q4: not reported; 2025Q1: 434,975 shares; 2025Q2: 423,898 shares; 2025Q3: 396,868 shares; 2025Q4: 394,875 shares; 2026Q1: 359,997 shares; 2026Q2: 372,730 shares 372,730 $17.4M 0.65% +12,733 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: 97,005 shares; 2024Q4: 99,790 shares; 2025Q1: 96,927 shares; 2025Q2: 97,054 shares; 2025Q3: 98,395 shares; 2025Q4: 90,075 shares; 2026Q1: 89,297 shares; 2026Q2: 84,074 shares 84,074 $16.8M 0.62% -5,223 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: 17,550 shares; 2024Q4: not reported; 2025Q1: 20,189 shares; 2025Q2: 22,812 shares; 2025Q3: 22,011 shares; 2025Q4: 21,544 shares; 2026Q1: 23,020 shares; 2026Q2: 23,063 shares 23,063 $15.8M 0.59% +43 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: 102,288 shares; 2024Q4: 102,238 shares; 2025Q1: 102,242 shares; 2025Q2: 100,797 shares; 2025Q3: 100,791 shares; 2025Q4: 100,791 shares; 2026Q1: 100,899 shares; 2026Q2: 100,892 shares 100,892 $14.8M 0.55% -7 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: 29,127 shares; 2024Q4: 66,650 shares; 2025Q1: not reported; 2025Q2: 31,733 shares; 2025Q3: 39,164 shares; 2025Q4: 39,881 shares; 2026Q1: 38,533 shares; 2026Q2: 37,484 shares 37,484 $13.2M 0.49% -1,049 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: 29,044 shares; 2024Q4: 28,884 shares; 2025Q1: 28,636 shares; 2025Q2: 28,604 shares; 2025Q3: 29,870 shares; 2025Q4: 28,520 shares; 2026Q1: 29,078 shares; 2026Q2: 105,105 shares 105,105 $13.1M 0.48% +76,027 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: 19,011 shares; 2024Q4: 17,721 shares; 2025Q1: 17,522 shares; 2025Q2: 17,282 shares; 2025Q3: 17,258 shares; 2025Q4: 16,713 shares; 2026Q1: 16,812 shares; 2026Q2: 16,670 shares 16,670 $12.5M 0.46% -142 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: 36,769 shares; 2024Q4: not reported; 2025Q1: 50,828 shares; 2025Q2: 55,362 shares; 2025Q3: 53,092 shares; 2025Q4: 51,786 shares; 2026Q1: 52,877 shares; 2026Q2: 53,459 shares 53,459 $11.7M 0.43% +582 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: 35,463 shares; 2024Q4: not reported; 2025Q1: 66,978 shares; 2025Q2: 36,598 shares; 2025Q3: 35,997 shares; 2025Q4: 35,327 shares; 2026Q1: 33,363 shares; 2026Q2: 30,597 shares 30,597 $10.9M 0.4% -2,766 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: 40,253 shares; 2024Q4: 773,562 shares; 2025Q1: 39,452 shares; 2025Q2: 39,020 shares; 2025Q3: 38,407 shares; 2025Q4: 38,447 shares; 2026Q1: 36,476 shares; 2026Q2: 32,765 shares 32,765 $10M 0.37% -3,711 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: 39,323 shares; 2024Q4: not reported; 2025Q1: 31,082 shares; 2025Q2: 30,738 shares; 2025Q3: 47,176 shares; 2025Q4: 48,536 shares; 2026Q1: 46,289 shares; 2026Q2: 44,074 shares 44,074 $9.38M 0.35% -2,215 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: 46,988 shares; 2024Q4: 113,162 shares; 2025Q1: 46,772 shares; 2025Q2: 45,466 shares; 2025Q3: 41,122 shares; 2025Q4: 41,093 shares; 2026Q1: 41,093 shares; 2026Q2: 41,084 shares 41,084 $9.01M 0.33% -9 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: 23,945 shares; 2024Q4: 22,977 shares; 2025Q1: 23,719 shares; 2025Q2: 23,671 shares; 2025Q3: 27,912 shares; 2025Q4: 28,948 shares; 2026Q1: 27,284 shares; 2026Q2: 27,246 shares 27,246 $8.92M 0.33% -38 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: 16,428 shares; 2024Q4: 16,514 shares; 2025Q1: 16,320 shares; 2025Q2: 16,269 shares; 2025Q3: 19,626 shares; 2025Q4: 18,134 shares; 2026Q1: 17,442 shares; 2026Q2: 16,887 shares 16,887 $8.45M 0.31% -555 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,000 shares; 2024Q4: 53,787 shares; 2025Q1: 58,288 shares; 2025Q2: 72,167 shares; 2025Q3: 92,546 shares; 2025Q4: 108,122 shares; 2026Q1: 80,571 shares; 2026Q2: 78,464 shares 78,464 $8.44M 0.31% -2,107 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: 30,721 shares; 2024Q4: 31,233 shares; 2025Q1: 33,697 shares; 2025Q2: 32,295 shares; 2025Q3: 36,491 shares; 2025Q4: 37,793 shares; 2026Q1: 36,859 shares; 2026Q2: 34,441 shares 34,441 $8.21M 0.3% -2,418 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: 26,378 shares; 2024Q4: 26,397 shares; 2025Q1: 26,060 shares; 2025Q2: 25,842 shares; 2025Q3: 25,488 shares; 2025Q4: 20,158 shares; 2026Q1: 21,109 shares; 2026Q2: 20,734 shares 20,734 $7.83M 0.29% -375 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: 100,787 shares; 2024Q4: not reported; 2025Q1: 112,085 shares; 2025Q2: 108,257 shares; 2025Q3: 97,606 shares; 2025Q4: 93,589 shares; 2026Q1: 86,251 shares; 2026Q2: 81,166 shares 81,166 $7.83M 0.29% -5,085 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: 115,389 shares; 2024Q4: 115,667 shares; 2025Q1: 120,730 shares; 2025Q2: 122,174 shares; 2025Q3: 124,360 shares; 2025Q4: 112,105 shares; 2026Q1: 108,353 shares; 2026Q2: 104,814 shares 104,814 $7.69M 0.28% -3,539 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: 107,775 shares; 2024Q4: 107,775 shares; 2025Q1: 107,474 shares; 2025Q2: 106,226 shares; 2025Q3: 101,109 shares; 2025Q4: 101,100 shares; 2026Q1: 101,100 shares; 2026Q2: 101,054 shares 101,054 $7.66M 0.28% -46 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,049 shares; 2024Q4: 16,026 shares; 2025Q1: 16,026 shares; 2025Q2: 16,007 shares; 2025Q3: 16,007 shares; 2025Q4: 16,007 shares; 2026Q1: 15,831 shares; 2026Q2: 15,043 shares 15,043 $7.28M 0.27% -788 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: 67,094 shares; 2024Q4: 64,505 shares; 2025Q1: 63,573 shares; 2025Q2: 61,899 shares; 2025Q3: 70,630 shares; 2025Q4: 62,388 shares; 2026Q1: 66,185 shares; 2026Q2: 65,790 shares 65,790 $6.83M 0.25% -395 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: 376 shares; 2024Q4: not reported; 2025Q1: 438 shares; 2025Q2: 591 shares; 2025Q3: 4,628 shares; 2025Q4: 7,000 shares; 2026Q1: 7,759 shares; 2026Q2: 57,026 shares 57,026 $6.82M 0.25% +49,267 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,910 shares; 2024Q4: 100,892 shares; 2025Q1: 104,937 shares; 2025Q2: 105,038 shares; 2025Q3: 104,273 shares; 2025Q4: 103,524 shares; 2026Q1: 97,611 shares; 2026Q2: 94,662 shares 94,662 $6.78M 0.25% -2,949 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: 7,595 shares; 2024Q4: 8,011 shares; 2025Q1: 8,166 shares; 2025Q2: 8,091 shares; 2025Q3: 7,890 shares; 2025Q4: 7,783 shares; 2026Q1: 7,586 shares; 2026Q2: 7,203 shares 7,203 $6.74M 0.25% -383 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: 16,568 shares; 2024Q4: 16,628 shares; 2025Q1: 16,301 shares; 2025Q2: 16,154 shares; 2025Q3: 19,461 shares; 2025Q4: 19,427 shares; 2026Q1: 19,346 shares; 2026Q2: 17,849 shares 17,849 $6.12M 0.23% -1,497 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: 46,821 shares; 2024Q4: 72,985 shares; 2025Q1: 76,041 shares; 2025Q2: 67,265 shares; 2025Q3: 61,049 shares; 2025Q4: 61,067 shares; 2026Q1: 46,349 shares; 2026Q2: 61,348 shares 61,348 $5.66M 0.21% +14,999 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: 5,500 shares; 2024Q4: 5,455 shares; 2025Q1: 5,301 shares; 2025Q2: 5,253 shares; 2025Q3: 5,088 shares; 2025Q4: 5,161 shares; 2026Q1: 5,267 shares; 2026Q2: 5,248 shares 5,248 $5.59M 0.21% -19 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,178 shares; 2025Q2: 60,581 shares; 2025Q3: 57,663 shares; 2025Q4: 57,366 shares; 2026Q1: 57,366 shares; 2026Q2: 56,847 shares 56,847 $5.52M 0.2% -519 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,091 shares; 2026Q2: 75,849 shares 75,849 $5.46M 0.2% +72,758 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,309 shares; 2026Q1: 43,637 shares; 2026Q2: 48,772 shares 48,772 $5.17M 0.19% +5,135 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,115 shares; 2024Q4: 221,922 shares; 2025Q1: 174,948 shares; 2025Q2: 130,425 shares; 2025Q3: 112,164 shares; 2025Q4: 111,040 shares; 2026Q1: 100,276 shares; 2026Q2: 100,276 shares 100,276 $5.03M 0.19% 0 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: 3,289 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,467 shares; 2026Q1: 55,323 shares; 2026Q2: 59,867 shares 59,867 $4.92M 0.18% +4,544 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: 14,204 shares; 2024Q4: 14,213 shares; 2025Q1: 14,213 shares; 2025Q2: 14,204 shares; 2025Q3: 14,204 shares; 2025Q4: 16,810 shares; 2026Q1: 11,947 shares; 2026Q2: 10,826 shares 10,826 $4.9M 0.18% -1,121 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: 34,636 shares; 2024Q4: 29,810 shares; 2025Q1: 26,157 shares; 2025Q2: 20,755 shares; 2025Q3: 19,693 shares; 2025Q4: 19,202 shares; 2026Q1: 16,157 shares; 2026Q2: 15,979 shares 15,979 $4.8M 0.18% -178 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: 13,755 shares; 2024Q4: 13,703 shares; 2025Q1: 13,320 shares; 2025Q2: 13,271 shares; 2025Q3: 14,498 shares; 2025Q4: 14,467 shares; 2026Q1: 14,020 shares; 2026Q2: 13,413 shares 13,413 $4.73M 0.17% -607 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,981 shares; 2024Q4: 2,438 shares; 2025Q1: 2,441 shares; 2025Q2: 2,442 shares; 2025Q3: 3,700 shares; 2025Q4: 3,963 shares; 2026Q1: 4,018 shares; 2026Q2: 3,931 shares 3,931 $4.72M 0.17% -87 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,809 shares; 2024Q4: not reported; 2025Q1: 78,030 shares; 2025Q2: 76,434 shares; 2025Q3: 75,015 shares; 2025Q4: 64,075 shares; 2026Q1: 60,221 shares; 2026Q2: 51,391 shares 51,391 $4.71M 0.17% -8,830 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,788 shares; 2024Q4: 18,788 shares; 2025Q1: 18,232 shares; 2025Q2: 18,232 shares; 2025Q3: 18,232 shares; 2025Q4: 18,232 shares; 2026Q1: 18,387 shares; 2026Q2: 17,688 shares 17,688 $4.46M 0.16% -699 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,094 shares; 2024Q4: 128,576 shares; 2025Q1: 58,245 shares; 2025Q2: 58,245 shares; 2025Q3: 58,245 shares; 2025Q4: 58,224 shares; 2026Q1: 58,200 shares; 2026Q2: 58,200 shares 58,200 $4.34M 0.16% 0 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: 3,561 shares; 2024Q4: 3,014 shares; 2025Q1: 3,015 shares; 2025Q2: 7,463 shares; 2025Q3: 6,802 shares; 2025Q4: 6,803 shares; 2026Q1: 10,527 shares; 2026Q2: 10,543 shares 10,543 $4.32M 0.16% +16 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,719 shares; 2024Q4: 27,609 shares; 2025Q1: 27,609 shares; 2025Q2: 27,609 shares; 2025Q3: 27,609 shares; 2025Q4: 25,902 shares; 2026Q1: 26,056 shares; 2026Q2: 26,054 shares 26,054 $4.29M 0.16% -2 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,262 shares; 2024Q4: 70,729 shares; 2025Q1: 34,666 shares; 2025Q2: 34,538 shares; 2025Q3: 34,228 shares; 2025Q4: 34,172 shares; 2026Q1: 32,073 shares; 2026Q2: 31,091 shares 31,091 $4.25M 0.16% -982 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: 21,144 shares; 2024Q4: 16,520 shares; 2025Q1: 16,012 shares; 2025Q2: 15,424 shares; 2025Q3: 15,711 shares; 2025Q4: 16,186 shares; 2026Q1: 16,400 shares; 2026Q2: 16,532 shares 16,532 $4.2M 0.16% +132 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,353 shares; 2024Q4: not reported; 2025Q1: 99,057 shares; 2025Q2: 83,944 shares; 2025Q3: 62,971 shares; 2025Q4: 57,329 shares; 2026Q1: 53,368 shares; 2026Q2: 52,253 shares 52,253 $4.13M 0.15% -1,115 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,315 shares; 2024Q4: 30,029 shares; 2025Q1: 29,807 shares; 2025Q2: 29,884 shares; 2025Q3: 29,780 shares; 2025Q4: 29,703 shares; 2026Q1: 29,605 shares; 2026Q2: 148,025 shares 148,025 $4.06M 0.15% +118,420 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: 58,464 shares; 2024Q4: not reported; 2025Q1: 54,743 shares; 2025Q2: 58,477 shares; 2025Q3: 58,393 shares; 2025Q4: 58,397 shares; 2026Q1: 68,422 shares; 2026Q2: 67,746 shares 67,746 $4.04M 0.15% -676 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: 12,225 shares; 2024Q4: 12,107 shares; 2025Q1: 13,090 shares; 2025Q2: 13,092 shares; 2025Q3: 12,983 shares; 2025Q4: 14,593 shares; 2026Q1: 14,459 shares; 2026Q2: 14,288 shares 14,288 $4.02M 0.15% -171 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,752 shares; 2024Q4: not reported; 2025Q1: 10,492 shares; 2025Q2: 10,773 shares; 2025Q3: 10,683 shares; 2025Q4: 10,683 shares; 2026Q1: 10,609 shares; 2026Q2: 10,434 shares 10,434 $3.82M 0.14% -175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,704 shares; 2025Q4: 16,811 shares; 2026Q1: 22,867 shares; 2026Q2: 23,669 shares 23,669 $3.76M 0.14% +802 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: 116,725 shares; 2024Q4: 239,289 shares; 2025Q1: 93,053 shares; 2025Q2: 75,414 shares; 2025Q3: 61,887 shares; 2025Q4: 52,802 shares; 2026Q1: 49,066 shares; 2026Q2: 46,542 shares 46,542 $3.63M 0.13% -2,524 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: 15,697 shares; 2025Q4: 52,133 shares; 2026Q1: 64,740 shares; 2026Q2: 61,318 shares 61,318 $3.61M 0.13% -3,422 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: 21,342 shares; 2024Q4: 21,342 shares; 2025Q1: 21,342 shares; 2025Q2: 21,191 shares; 2025Q3: 21,191 shares; 2025Q4: 21,191 shares; 2026Q1: 21,448 shares; 2026Q2: 21,440 shares 21,440 $3.39M 0.13% -8 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,585 shares; 2025Q2: 29,554 shares; 2025Q3: 26,955 shares; 2025Q4: 34,803 shares; 2026Q1: 39,706 shares; 2026Q2: 38,552 shares 38,552 $3.39M 0.13% -1,154 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: 42,886 shares; 2024Q4: not reported; 2025Q1: 38,970 shares; 2025Q2: 36,336 shares; 2025Q3: 22,281 shares; 2025Q4: 22,185 shares; 2026Q1: 22,103 shares; 2026Q2: 22,103 shares 22,103 $3.36M 0.12% 0 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: 7,361 shares; 2024Q4: 7,416 shares; 2025Q1: 7,336 shares; 2025Q2: 7,059 shares; 2025Q3: 7,060 shares; 2025Q4: 6,927 shares; 2026Q1: 6,918 shares; 2026Q2: 6,678 shares 6,678 $3.19M 0.12% -240 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: 15,715 shares; 2024Q4: 15,740 shares; 2025Q1: 15,385 shares; 2025Q2: 15,094 shares; 2025Q3: 16,334 shares; 2025Q4: 20,988 shares; 2026Q1: 22,724 shares; 2026Q2: 23,117 shares 23,117 $3.16M 0.12% +393 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 18,159 shares 18,159 $3.1M 0.11% new 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: 4,028 shares; 2024Q4: 4,065 shares; 2025Q1: 4,188 shares; 2025Q2: 4,105 shares; 2025Q3: 5,676 shares; 2025Q4: 6,449 shares; 2026Q1: 5,512 shares; 2026Q2: 5,448 shares 5,448 $3.07M 0.11% -64 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: 9,397 shares; 2024Q4: 8,983 shares; 2025Q1: 8,796 shares; 2025Q2: 9,389 shares; 2025Q3: 8,912 shares; 2025Q4: 8,446 shares; 2026Q1: 8,192 shares; 2026Q2: 8,207 shares 8,207 $3.07M 0.11% +15 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,633 shares; 2024Q4: 17,286 shares; 2025Q1: 17,286 shares; 2025Q2: 17,286 shares; 2025Q3: 16,916 shares; 2025Q4: 16,916 shares; 2026Q1: 17,023 shares; 2026Q2: 16,818 shares 16,818 $3M 0.11% -205 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,842 shares; 2024Q4: 131,350 shares; 2025Q1: 44,365 shares; 2025Q2: 38,684 shares; 2025Q3: 35,006 shares; 2025Q4: 26,339 shares; 2026Q1: 25,334 shares; 2026Q2: 50,250 shares 50,250 $2.82M 0.1% +24,916 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: 16,936 shares; 2024Q4: 16,992 shares; 2025Q1: 16,914 shares; 2025Q2: 16,857 shares; 2025Q3: 16,721 shares; 2025Q4: 16,649 shares; 2026Q1: 16,474 shares; 2026Q2: 16,474 shares 16,474 $2.8M 0.1% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,303 shares; 2024Q4: 9,395 shares; 2025Q1: 9,041 shares; 2025Q2: 8,039 shares; 2025Q3: 10,825 shares; 2025Q4: 10,683 shares; 2026Q1: 10,202 shares; 2026Q2: 10,157 shares 10,157 $2.76M 0.1% -45 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: 26,702 shares; 2024Q4: 26,702 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,952 shares; 2025Q4: 23,952 shares; 2026Q1: 23,952 shares; 2026Q2: 23,777 shares 23,777 $2.73M 0.1% -175 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: 24,729 shares; 2024Q4: 24,465 shares; 2025Q1: 24,086 shares; 2025Q2: 23,709 shares; 2025Q3: 28,941 shares; 2025Q4: 30,151 shares; 2026Q1: 29,597 shares; 2026Q2: 30,704 shares 30,704 $2.69M 0.1% +1,107 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: 6,162 shares; 2024Q4: 6,133 shares; 2025Q1: 6,171 shares; 2025Q2: 6,178 shares; 2025Q3: 6,096 shares; 2025Q4: 3,505 shares; 2026Q1: 3,512 shares; 2026Q2: 3,487 shares 3,487 $2.63M 0.1% -25 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: 19,642 shares; 2024Q4: 19,327 shares; 2025Q1: 18,622 shares; 2025Q2: 17,146 shares; 2025Q3: 16,837 shares; 2025Q4: 17,564 shares; 2026Q1: 18,538 shares; 2026Q2: 17,687 shares 17,687 $2.59M 0.1% -851 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: 4,689 shares; 2024Q4: 4,596 shares; 2025Q1: 4,567 shares; 2025Q2: 4,568 shares; 2025Q3: 4,539 shares; 2025Q4: 4,544 shares; 2026Q1: 3,985 shares; 2026Q2: 3,542 shares 3,542 $2.49M 0.09% -443 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: 10,999 shares; 2024Q4: 10,431 shares; 2025Q1: 10,213 shares; 2025Q2: 9,531 shares; 2025Q3: 6,802 shares; 2025Q4: 6,558 shares; 2026Q1: 5,888 shares; 2026Q2: 5,739 shares 5,739 $2.39M 0.09% -149 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: 17,435 shares; 2024Q4: 17,851 shares; 2025Q1: 17,855 shares; 2025Q2: 17,711 shares; 2025Q3: 17,560 shares; 2025Q4: 17,721 shares; 2026Q1: 16,260 shares; 2026Q2: 15,692 shares 15,692 $2.38M 0.09% -568 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: 16,914 shares; 2024Q4: 15,576 shares; 2025Q1: 15,568 shares; 2025Q2: 15,291 shares; 2025Q3: 13,605 shares; 2025Q4: 13,605 shares; 2026Q1: 13,702 shares; 2026Q2: 13,452 shares 13,452 $2.37M 0.09% -250 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: 32,146 shares; 2024Q4: 31,434 shares; 2025Q1: 28,045 shares; 2025Q2: 27,190 shares; 2025Q3: 27,021 shares; 2025Q4: 26,732 shares; 2026Q1: 24,685 shares; 2026Q2: 24,685 shares 24,685 $2.36M 0.09% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,215 shares; 2024Q4: 2,153 shares; 2025Q1: 2,162 shares; 2025Q2: 2,341 shares; 2025Q3: 2,241 shares; 2025Q4: 1,998 shares; 2026Q1: 2,052 shares; 2026Q2: 1,979 shares 1,979 $2.33M 0.09% -73 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: 3,805 shares; 2024Q4: 3,775 shares; 2025Q1: 3,878 shares; 2025Q2: 3,878 shares; 2025Q3: 3,878 shares; 2025Q4: 3,878 shares; 2026Q1: 4,133 shares; 2026Q2: 4,209 shares 4,209 $2.2M 0.08% +76 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: 3,654 shares; 2024Q4: 3,711 shares; 2025Q1: 14,124 shares; 2025Q2: 4,009 shares; 2025Q3: 7,042 shares; 2025Q4: 8,167 shares; 2026Q1: 8,186 shares; 2026Q2: 8,519 shares 8,519 $2.14M 0.08% +333 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: 4,911 shares; 2024Q4: 5,066 shares; 2025Q1: 5,012 shares; 2025Q2: 4,994 shares; 2025Q3: 4,862 shares; 2025Q4: 4,982 shares; 2026Q1: 4,600 shares; 2026Q2: 4,166 shares 4,166 $2.09M 0.08% -434 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: 2,202 shares; 2024Q4: 2,210 shares; 2025Q1: 2,160 shares; 2025Q2: 2,158 shares; 2025Q3: 5,189 shares; 2025Q4: 5,761 shares; 2026Q1: 5,771 shares; 2026Q2: 5,716 shares 5,716 $2.07M 0.08% -55 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,633 shares; 2024Q4: 5,624 shares; 2025Q1: 5,471 shares; 2025Q2: 5,462 shares; 2025Q3: 5,263 shares; 2025Q4: 5,263 shares; 2026Q1: 5,220 shares; 2026Q2: 5,081 shares 5,081 $2.04M 0.08% -139 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: 7,871 shares; 2024Q4: 8,046 shares; 2025Q1: 8,112 shares; 2025Q2: 7,780 shares; 2025Q3: 7,780 shares; 2025Q4: 7,780 shares; 2026Q1: 7,854 shares; 2026Q2: 7,859 shares 7,859 $2.01M 0.07% +5 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: 3,949 shares; 2024Q4: 3,913 shares; 2025Q1: 3,893 shares; 2025Q2: 3,747 shares; 2025Q3: 3,660 shares; 2025Q4: 3,660 shares; 2026Q1: 3,214 shares; 2026Q2: 2,814 shares 2,814 $2.01M 0.07% -400 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: 14,179 shares; 2024Q4: 14,404 shares; 2025Q1: 15,303 shares; 2025Q2: 15,761 shares; 2025Q3: 15,969 shares; 2025Q4: 15,849 shares; 2026Q1: 17,334 shares; 2026Q2: 17,287 shares 17,287 $1.96M 0.07% -47 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,369 shares; 2024Q4: 4,503 shares; 2025Q1: 4,420 shares; 2025Q2: 4,390 shares; 2025Q3: 4,358 shares; 2025Q4: 4,358 shares; 2026Q1: 4,358 shares; 2026Q2: 4,197 shares 4,197 $1.93M 0.07% -161 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,556 shares; 2024Q4: 5,505 shares; 2025Q1: 5,505 shares; 2025Q2: 5,288 shares; 2025Q3: 5,288 shares; 2025Q4: 5,288 shares; 2026Q1: 4,862 shares; 2026Q2: 4,863 shares 4,863 $1.92M 0.07% +1 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: 5,882 shares; 2024Q4: 5,400 shares; 2025Q1: 5,389 shares; 2025Q2: 5,348 shares; 2025Q3: 5,324 shares; 2025Q4: 5,124 shares; 2026Q1: 5,075 shares; 2026Q2: 5,041 shares 5,041 $1.87M 0.07% -34 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: 20,151 shares; 2024Q4: 14,773 shares; 2025Q1: 14,190 shares; 2025Q2: 13,245 shares; 2025Q3: 13,354 shares; 2025Q4: 13,031 shares; 2026Q1: 13,580 shares; 2026Q2: 13,564 shares 13,564 $1.84M 0.07% -16 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: 37,720 shares; 2024Q4: 34,531 shares; 2025Q1: 32,219 shares; 2025Q2: 36,665 shares; 2025Q3: 32,734 shares; 2025Q4: 30,550 shares; 2026Q1: 30,281 shares; 2026Q2: 32,049 shares 32,049 $1.83M 0.07% +1,768 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,687 shares; 2024Q4: 7,872 shares; 2025Q1: 7,687 shares; 2025Q2: 7,687 shares; 2025Q3: 7,687 shares; 2025Q4: 8,975 shares; 2026Q1: 7,644 shares; 2026Q2: 7,644 shares 7,644 $1.82M 0.07% 0 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: 13,391 shares; 2024Q4: 14,083 shares; 2025Q1: 14,168 shares; 2025Q2: 13,974 shares; 2025Q3: 15,925 shares; 2025Q4: 16,667 shares; 2026Q1: 14,857 shares; 2026Q2: 15,486 shares 15,486 $1.82M 0.07% +629 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: 6,905 shares; 2024Q4: 7,721 shares; 2025Q1: 8,131 shares; 2025Q2: 7,871 shares; 2025Q3: 7,851 shares; 2025Q4: 7,847 shares; 2026Q1: 7,691 shares; 2026Q2: 7,816 shares 7,816 $1.75M 0.06% +125 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,352 shares; 2024Q4: 3,407 shares; 2025Q1: 3,325 shares; 2025Q2: 3,328 shares; 2025Q3: 3,329 shares; 2025Q4: 3,445 shares; 2026Q1: 3,445 shares; 2026Q2: 3,516 shares 3,516 $1.74M 0.06% +71 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,881 shares; 2024Q4: 12,881 shares; 2025Q1: 14,546 shares; 2025Q2: 14,546 shares; 2025Q3: 14,546 shares; 2025Q4: 14,546 shares; 2026Q1: 16,140 shares; 2026Q2: 16,140 shares 16,140 $1.73M 0.06% 0 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: 26,831 shares; 2024Q4: 82,065 shares; 2025Q1: 23,487 shares; 2025Q2: 22,120 shares; 2025Q3: 22,020 shares; 2025Q4: 20,830 shares; 2026Q1: 20,432 shares; 2026Q2: 20,076 shares 20,076 $1.68M 0.06% -356 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: 41,323 shares; 2024Q4: 37,899 shares; 2025Q1: 37,293 shares; 2025Q2: 37,293 shares; 2025Q3: 37,293 shares; 2025Q4: 37,293 shares; 2026Q1: 37,123 shares; 2026Q2: 37,123 shares 37,123 $1.65M 0.06% 0 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: 11,860 shares; 2024Q4: 11,708 shares; 2025Q1: 12,571 shares; 2025Q2: 12,572 shares; 2025Q3: 12,581 shares; 2025Q4: 12,526 shares; 2026Q1: 11,284 shares; 2026Q2: 11,100 shares 11,100 $1.63M 0.06% -184 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: 16,687 shares; 2024Q4: 16,432 shares; 2025Q1: 16,432 shares; 2025Q2: 16,432 shares; 2025Q3: 14,469 shares; 2025Q4: 14,469 shares; 2026Q1: 14,469 shares; 2026Q2: 14,469 shares 14,469 $1.6M 0.06% 0 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: 1,289 shares; 2024Q4: 1,252 shares; 2025Q1: 1,249 shares; 2025Q2: 18,773 shares; 2025Q3: 18,653 shares; 2025Q4: 18,008 shares; 2026Q1: 17,516 shares; 2026Q2: 17,033 shares 17,033 $1.57M 0.06% -483 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: 4,623 shares; 2024Q4: 4,843 shares; 2025Q1: 4,407 shares; 2025Q2: 3,698 shares; 2025Q3: 3,149 shares; 2025Q4: 3,034 shares; 2026Q1: 4,226 shares; 2026Q2: 3,651 shares 3,651 $1.54M 0.06% -575 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,139 shares; 2024Q4: 92,423 shares; 2025Q1: 64,129 shares; 2025Q2: 59,193 shares; 2025Q3: 48,296 shares; 2025Q4: 39,181 shares; 2026Q1: 38,679 shares; 2026Q2: 38,753 shares 38,753 $1.53M 0.06% +74 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: 33,062 shares; 2025Q4: 43,740 shares; 2026Q1: 41,932 shares; 2026Q2: 32,438 shares 32,438 $1.48M 0.05% -9,494 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 614,056 shares; 2025Q1: 4,555 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,350 shares 25,350 $1.48M 0.05% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,733 shares; 2024Q4: 4,734 shares; 2025Q1: 4,683 shares; 2025Q2: 4,683 shares; 2025Q3: 6,114 shares; 2025Q4: 6,121 shares; 2026Q1: 6,791 shares; 2026Q2: 6,045 shares 6,045 $1.47M 0.05% -746 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: 4,884 shares; 2024Q4: 4,689 shares; 2025Q1: 6,540 shares; 2025Q2: 6,645 shares; 2025Q3: 6,578 shares; 2025Q4: 6,458 shares; 2026Q1: 5,891 shares; 2026Q2: 5,221 shares 5,221 $1.44M 0.05% -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: 4,475 shares; 2024Q4: 4,245 shares; 2025Q1: 4,103 shares; 2025Q2: 4,087 shares; 2025Q3: 3,990 shares; 2025Q4: 3,824 shares; 2026Q1: 3,839 shares; 2026Q2: 7,735 shares 7,735 $1.43M 0.05% +3,896 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,859 shares; 2024Q4: 6,806 shares; 2025Q1: 6,808 shares; 2025Q2: 6,553 shares; 2025Q3: 6,432 shares; 2025Q4: 6,397 shares; 2026Q1: 6,457 shares; 2026Q2: 6,260 shares 6,260 $1.37M 0.05% -197 Timeline RPV 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: 12,077 shares; 2024Q4: not reported; 2025Q1: 12,103 shares; 2025Q2: 11,978 shares; 2025Q3: 11,947 shares; 2025Q4: 11,947 shares; 2026Q1: 11,947 shares; 2026Q2: 11,947 shares 11,947 $1.36M 0.05% 0 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: 5,682 shares; 2024Q4: 5,512 shares; 2025Q1: 5,688 shares; 2025Q2: 5,542 shares; 2025Q3: 5,374 shares; 2025Q4: 5,304 shares; 2026Q1: 4,878 shares; 2026Q2: 4,978 shares 4,978 $1.35M 0.05% +100 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: 1,397 shares; 2024Q4: 1,410 shares; 2025Q1: 1,379 shares; 2025Q2: 1,379 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares; 2026Q1: 1,427 shares; 2026Q2: 1,365 shares 1,365 $1.34M 0.05% -62 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: 2,929 shares; 2024Q4: 2,948 shares; 2025Q1: 2,903 shares; 2025Q2: 2,892 shares; 2025Q3: 2,648 shares; 2025Q4: 2,648 shares; 2026Q1: 2,653 shares; 2026Q2: 2,648 shares 2,648 $1.32M 0.05% -5 Timeline PFF 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: 64,188 shares; 2025Q4: 74,040 shares; 2026Q1: 55,916 shares; 2026Q2: 42,940 shares 42,940 $1.31M 0.05% -12,976 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: 17,048 shares; 2024Q4: not reported; 2025Q1: 14,963 shares; 2025Q2: 14,954 shares; 2025Q3: 11,834 shares; 2025Q4: 11,834 shares; 2026Q1: 11,834 shares; 2026Q2: 11,834 shares 11,834 $1.29M 0.05% 0 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,200 shares; 2025Q1: 10,785 shares; 2025Q2: 10,785 shares; 2025Q3: 10,785 shares; 2025Q4: 12,712 shares; 2026Q1: 12,712 shares; 2026Q2: 12,604 shares 12,604 $1.28M 0.05% -108 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,231 shares; 2024Q4: 30,231 shares; 2025Q1: 30,231 shares; 2025Q2: 30,231 shares; 2025Q3: 30,231 shares; 2025Q4: 30,231 shares; 2026Q1: 30,231 shares; 2026Q2: 30,231 shares 30,231 $1.28M 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,417 shares; 2025Q4: 11,637 shares; 2026Q1: 11,069 shares; 2026Q2: 10,790 shares 10,790 $1.27M 0.05% -279 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: 15,454 shares; 2024Q4: 12,629 shares; 2025Q1: 11,513 shares; 2025Q2: 9,502 shares; 2025Q3: 9,099 shares; 2025Q4: 9,214 shares; 2026Q1: 9,776 shares; 2026Q2: 9,714 shares 9,714 $1.25M 0.05% -62 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: 15,971 shares; 2024Q4: not reported; 2025Q1: 14,228 shares; 2025Q2: not reported; 2025Q3: 10,406 shares; 2025Q4: 11,406 shares; 2026Q1: 22,268 shares; 2026Q2: 22,968 shares 22,968 $1.23M 0.05% +700 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,468 shares; 2024Q4: 2,468 shares; 2025Q1: 2,468 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 2,380 shares; 2026Q1: 2,374 shares; 2026Q2: 2,320 shares 2,320 $1.21M 0.04% -54 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,435 shares; 2025Q4: 10,931 shares; 2026Q1: 7,717 shares; 2026Q2: 6,177 shares 6,177 $1.21M 0.04% -1,540 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: 11,541 shares; 2024Q4: 11,669 shares; 2025Q1: 11,651 shares; 2025Q2: 10,865 shares; 2025Q3: 10,592 shares; 2025Q4: 7,806 shares; 2026Q1: 7,031 shares; 2026Q2: 6,256 shares 6,256 $1.19M 0.04% -775 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: 596 shares; 2024Q4: 606 shares; 2025Q1: 594 shares; 2025Q2: 572 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 544 shares; 2026Q2: 593 shares 593 $1.18M 0.04% +49 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: 10,029 shares; 2024Q4: not reported; 2025Q1: 6,546 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,671 shares; 2026Q2: 13,896 shares 13,896 $1.15M 0.04% +225 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: 16,055 shares; 2024Q4: 13,192 shares; 2025Q1: 13,174 shares; 2025Q2: 26,348 shares; 2025Q3: 26,276 shares; 2025Q4: 26,218 shares; 2026Q1: 25,807 shares; 2026Q2: 23,530 shares 23,530 $1.13M 0.04% -2,277 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: 8,029 shares; 2024Q4: 7,588 shares; 2025Q1: 5,664 shares; 2025Q2: 5,515 shares; 2025Q3: 5,434 shares; 2025Q4: 7,711 shares; 2026Q1: 7,228 shares; 2026Q2: 6,778 shares 6,778 $1.12M 0.04% -450 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: 27,921 shares; 2024Q4: not reported; 2025Q1: 27,921 shares; 2025Q2: 27,545 shares; 2025Q3: 27,545 shares; 2025Q4: 27,545 shares; 2026Q1: 27,545 shares; 2026Q2: 27,545 shares 27,545 $1.12M 0.04% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,247 shares; 2024Q4: 1,153 shares; 2025Q1: 1,161 shares; 2025Q2: 1,107 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares; 2026Q1: 1,099 shares; 2026Q2: 1,099 shares 1,099 $1.11M 0.04% 0 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: 1,986 shares; 2024Q4: 2,425 shares; 2025Q1: 2,137 shares; 2025Q2: 2,148 shares; 2025Q3: 2,137 shares; 2025Q4: 2,155 shares; 2026Q1: 2,173 shares; 2026Q2: 2,155 shares 2,155 $1.11M 0.04% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,012 shares; 2025Q4: 10,653 shares; 2026Q1: 11,031 shares; 2026Q2: 10,324 shares 10,324 $1.11M 0.04% -707 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: 3,228 shares; 2024Q4: 2,879 shares; 2025Q1: 2,769 shares; 2025Q2: 2,715 shares; 2025Q3: 2,901 shares; 2025Q4: 3,019 shares; 2026Q1: 3,348 shares; 2026Q2: 3,340 shares 3,340 $1.1M 0.04% -8 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 862 shares; 2025Q4: 1,164 shares; 2026Q1: 1,175 shares; 2026Q2: 1,130 shares 1,130 $1.09M 0.04% -45 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: 9,773 shares; 2024Q4: not reported; 2025Q1: 9,692 shares; 2025Q2: 9,692 shares; 2025Q3: 10,075 shares; 2025Q4: 9,556 shares; 2026Q1: 9,556 shares; 2026Q2: 9,556 shares 9,556 $1.07M 0.04% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares; 2026Q1: 1,107 shares; 2026Q2: 1,107 shares 1,107 $1.07M 0.04% 0 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: 64,234 shares; 2024Q4: 62,809 shares; 2025Q1: 70,015 shares; 2025Q2: 70,639 shares; 2025Q3: 24,901 shares; 2025Q4: 20,174 shares; 2026Q1: 18,260 shares; 2026Q2: 19,372 shares 19,372 $1.06M 0.04% +1,112 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: not reported; 2024Q4: not reported; 2025Q1: 2,465 shares; 2025Q2: 2,454 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,532 shares; 2026Q2: 11,159 shares 11,159 $1.05M 0.04% +627 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: 6,417 shares; 2024Q4: 6,149 shares; 2025Q1: 6,034 shares; 2025Q2: 5,909 shares; 2025Q3: 5,459 shares; 2025Q4: 5,185 shares; 2026Q1: 4,540 shares; 2026Q2: 3,898 shares 3,898 $1.05M 0.04% -642 Timeline ACWV 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,152 shares; 2026Q2: 8,729 shares 8,729 $1.05M 0.04% +577 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,487 shares; 2024Q4: not reported; 2025Q1: 14,353 shares; 2025Q2: 14,180 shares; 2025Q3: 10,728 shares; 2025Q4: 9,795 shares; 2026Q1: 8,830 shares; 2026Q2: 8,676 shares 8,676 $1.03M 0.04% -154 Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,424 shares; 2024Q4: 210,424 shares; 2025Q1: 210,748 shares; 2025Q2: 211,358 shares; 2025Q3: 212,031 shares; 2025Q4: 212,842 shares; 2026Q1: 213,811 shares; 2026Q2: 214,509 shares 214,509 $1.01M 0.04% +698 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: 3,320 shares; 2024Q4: 3,320 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 3,208 shares; 2026Q1: 4,186 shares; 2026Q2: 4,119 shares 4,119 $997K 0.04% -67 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,778 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,184 shares; 2026Q2: 18,684 shares 18,684 $992K 0.04% +500 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: 17,882 shares; 2024Q4: 17,882 shares; 2025Q1: 17,882 shares; 2025Q2: 17,882 shares; 2025Q3: 17,882 shares; 2025Q4: 17,514 shares; 2026Q1: 20,814 shares; 2026Q2: 20,814 shares 20,814 $989K 0.04% 0 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: 36,958 shares; 2024Q4: 27,300 shares; 2025Q1: 20,635 shares; 2025Q2: 15,474 shares; 2025Q3: 10,985 shares; 2025Q4: 10,987 shares; 2026Q1: 10,019 shares; 2026Q2: 9,840 shares 9,840 $974K 0.04% -179 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 4,705 shares; 2025Q2: 4,705 shares; 2025Q3: 4,755 shares; 2025Q4: 4,515 shares; 2026Q1: 4,284 shares; 2026Q2: 4,284 shares 4,284 $973K 0.04% 0 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: 4,307 shares 4,307 $964K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,859 shares; 2025Q2: 3,082 shares; 2025Q3: 3,087 shares; 2025Q4: 3,924 shares; 2026Q1: 4,260 shares; 2026Q2: 6,207 shares 6,207 $958K 0.04% +1,947 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: 4,307 shares 4,307 $952K 0.04% new 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: 9,676 shares; 2024Q4: not reported; 2025Q1: 29,163 shares; 2025Q2: 29,600 shares; 2025Q3: 29,600 shares; 2025Q4: 29,600 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $951K 0.04% 0 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: 4,990 shares; 2024Q4: 4,992 shares; 2025Q1: 4,216 shares; 2025Q2: 4,214 shares; 2025Q3: 4,223 shares; 2025Q4: 4,214 shares; 2026Q1: 4,214 shares; 2026Q2: 4,211 shares 4,211 $928K 0.03% -3 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: 2,529 shares; 2024Q4: 2,547 shares; 2025Q1: 2,531 shares; 2025Q2: 2,008 shares; 2025Q3: 1,983 shares; 2025Q4: 1,983 shares; 2026Q1: 3,546 shares; 2026Q2: 3,546 shares 3,546 $924K 0.03% 0 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: 74,414 shares; 2024Q4: not reported; 2025Q1: 52,758 shares; 2025Q2: 25,866 shares; 2025Q3: 15,874 shares; 2025Q4: 12,646 shares; 2026Q1: 12,694 shares; 2026Q2: 11,818 shares 11,818 $906K 0.03% -876 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 760 shares; 2026Q1: 833 shares; 2026Q2: 785 shares 785 $906K 0.03% -48 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: 48,189 shares; 2024Q4: 39,730 shares; 2025Q1: 30,667 shares; 2025Q2: 26,199 shares; 2025Q3: 20,856 shares; 2025Q4: 17,586 shares; 2026Q1: 17,586 shares; 2026Q2: 13,046 shares 13,046 $892K 0.03% -4,540 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: 1,444 shares; 2024Q4: 1,437 shares; 2025Q1: 1,437 shares; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 1,419 shares; 2026Q1: 1,527 shares; 2026Q2: 1,406 shares 1,406 $892K 0.03% -121 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: 5,563 shares; 2024Q4: 4,306 shares; 2025Q1: 4,243 shares; 2025Q2: 4,083 shares; 2025Q3: 4,020 shares; 2025Q4: 4,145 shares; 2026Q1: 4,068 shares; 2026Q2: 2,992 shares 2,992 $892K 0.03% -1,076 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: 5,732 shares; 2024Q4: 5,257 shares; 2025Q1: 5,257 shares; 2025Q2: 4,786 shares; 2025Q3: 4,388 shares; 2025Q4: 4,388 shares; 2026Q1: 3,918 shares; 2026Q2: 4,018 shares 4,018 $889K 0.03% +100 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME 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: 52,792 shares 52,792 $882K 0.03% new 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: 4,864 shares; 2024Q4: not reported; 2025Q1: 4,866 shares; 2025Q2: 4,866 shares; 2025Q3: 4,864 shares; 2025Q4: 4,864 shares; 2026Q1: 4,791 shares; 2026Q2: 4,432 shares 4,432 $876K 0.03% -359 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,635 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,566 shares; 2025Q4: 2,560 shares; 2026Q1: 2,537 shares; 2026Q2: 2,525 shares 2,525 $869K 0.03% -12 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: 1,351 shares; 2024Q4: 1,359 shares; 2025Q1: 1,351 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,195 shares; 2026Q2: 1,195 shares 1,195 $860K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,013 shares; 2025Q4: 1,965 shares; 2026Q1: 2,112 shares; 2026Q2: 2,302 shares 2,302 $848K 0.03% +190 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: 3,534 shares; 2024Q4: 3,534 shares; 2025Q1: 3,775 shares; 2025Q2: 3,537 shares; 2025Q3: 2,334 shares; 2025Q4: 2,334 shares; 2026Q1: 1,134 shares; 2026Q2: 1,313 shares 1,313 $841K 0.03% +179 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,323 shares; 2024Q4: 4,067 shares; 2025Q1: 3,901 shares; 2025Q2: 3,901 shares; 2025Q3: 3,759 shares; 2025Q4: 3,759 shares; 2026Q1: 3,759 shares; 2026Q2: 3,664 shares 3,664 $841K 0.03% -95 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares; 2026Q2: 17,000 shares 17,000 $827K 0.03% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,966 shares; 2024Q4: 6,594 shares; 2025Q1: 5,957 shares; 2025Q2: 5,957 shares; 2025Q3: 5,572 shares; 2025Q4: 5,572 shares; 2026Q1: 5,572 shares; 2026Q2: 5,572 shares 5,572 $823K 0.03% 0 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: 1,680 shares; 2024Q4: 1,697 shares; 2025Q1: 1,680 shares; 2025Q2: 1,676 shares; 2025Q3: 1,665 shares; 2025Q4: 8,250 shares; 2026Q1: 8,248 shares; 2026Q2: 8,186 shares 8,186 $813K 0.03% -62 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: 3,542 shares; 2024Q4: 3,645 shares; 2025Q1: 3,596 shares; 2025Q2: 3,586 shares; 2025Q3: 3,634 shares; 2025Q4: 3,634 shares; 2026Q1: 3,223 shares; 2026Q2: 2,360 shares 2,360 $804K 0.03% -863 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: 1,779 shares; 2024Q4: 1,984 shares; 2025Q1: 1,813 shares; 2025Q2: 1,763 shares; 2025Q3: 2,903 shares; 2025Q4: 2,993 shares; 2026Q1: 2,940 shares; 2026Q2: 2,830 shares 2,830 $789K 0.03% -110 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,038 shares; 2025Q3: 3,079 shares; 2025Q4: 2,818 shares; 2026Q1: 2,736 shares; 2026Q2: 2,617 shares 2,617 $783K 0.03% -119 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,325 shares; 2024Q4: 4,325 shares; 2025Q1: 4,325 shares; 2025Q2: 4,325 shares; 2025Q3: 4,325 shares; 2025Q4: not reported; 2026Q1: 16,649 shares; 2026Q2: 16,649 shares 16,649 $776K 0.03% 0 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: 9,591 shares; 2024Q4: 10,128 shares; 2025Q1: not reported; 2025Q2: 10,091 shares; 2025Q3: 9,678 shares; 2025Q4: 10,083 shares; 2026Q1: 9,374 shares; 2026Q2: 8,538 shares 8,538 $775K 0.03% -836 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: 11,878 shares; 2024Q4: 11,851 shares; 2025Q1: 11,639 shares; 2025Q2: 9,744 shares; 2025Q3: 9,435 shares; 2025Q4: 9,391 shares; 2026Q1: 9,913 shares; 2026Q2: 9,528 shares 9,528 $774K 0.03% -385 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: 1,152 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 797 shares; 2026Q2: 1,067 shares 1,067 $771K 0.03% +270 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: 870 shares; 2024Q4: 1,115 shares; 2025Q1: 1,214 shares; 2025Q2: 1,215 shares; 2025Q3: 2,229 shares; 2025Q4: 2,237 shares; 2026Q1: 2,264 shares; 2026Q2: 2,264 shares 2,264 $766K 0.03% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,795 shares; 2024Q4: 2,879 shares; 2025Q1: 2,744 shares; 2025Q2: 2,744 shares; 2025Q3: 2,744 shares; 2025Q4: 2,744 shares; 2026Q1: 2,744 shares; 2026Q2: 2,670 shares 2,670 $748K 0.03% -74 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: 911 shares; 2024Q4: 941 shares; 2025Q1: 943 shares; 2025Q2: 907 shares; 2025Q3: 962 shares; 2025Q4: 9,580 shares; 2026Q1: 9,530 shares; 2026Q2: 10,433 shares 10,433 $745K 0.03% +903 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,527 shares; 2024Q4: 2,612 shares; 2025Q1: 2,582 shares; 2025Q2: 2,544 shares; 2025Q3: 2,344 shares; 2025Q4: 2,344 shares; 2026Q1: 2,344 shares; 2026Q2: 2,244 shares 2,244 $744K 0.03% -100 Timeline RFG 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: 11,325 shares; 2024Q4: not reported; 2025Q1: 11,325 shares; 2025Q2: 11,325 shares; 2025Q3: 11,325 shares; 2025Q4: 11,325 shares; 2026Q1: 11,325 shares; 2026Q2: 11,325 shares 11,325 $731K 0.03% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,745 shares; 2024Q4: 9,655 shares; 2025Q1: 8,137 shares; 2025Q2: 7,968 shares; 2025Q3: 7,317 shares; 2025Q4: 7,317 shares; 2026Q1: 5,436 shares; 2026Q2: 5,282 shares 5,282 $700K 0.03% -154 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: 5,433 shares; 2024Q4: 5,407 shares; 2025Q1: 5,383 shares; 2025Q2: 5,383 shares; 2025Q3: 5,328 shares; 2025Q4: 5,128 shares; 2026Q1: 4,728 shares; 2026Q2: 4,728 shares 4,728 $677K 0.03% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,549 shares; 2026Q2: 1,549 shares 1,549 $671K 0.02% 0 Timeline DMXF 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: 3,337 shares; 2025Q2: 4,045 shares; 2025Q3: 4,045 shares; 2025Q4: 4,434 shares; 2026Q1: 4,761 shares; 2026Q2: 7,909 shares 7,909 $669K 0.02% +3,148 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,166 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,403 shares; 2025Q4: 19,403 shares; 2026Q1: 19,486 shares; 2026Q2: 19,234 shares 19,234 $653K 0.02% -252 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,372 shares; 2026Q2: 6,890 shares 6,890 $652K 0.02% +518 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,364 shares; 2024Q4: 2,346 shares; 2025Q1: 2,385 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,302 shares; 2026Q1: 2,266 shares; 2026Q2: 2,193 shares 2,193 $643K 0.02% -73 Timeline IYF 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: 5,622 shares; 2025Q4: 5,221 shares; 2026Q1: 5,244 shares; 2026Q2: 5,038 shares 5,038 $642K 0.02% -206 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: 1,231 shares; 2024Q4: 1,447 shares; 2025Q1: 1,447 shares; 2025Q2: 1,447 shares; 2025Q3: 1,441 shares; 2025Q4: 1,435 shares; 2026Q1: 1,540 shares; 2026Q2: 1,504 shares 1,504 $641K 0.02% -36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,319 shares; 2025Q4: 13,883 shares; 2026Q1: 13,802 shares; 2026Q2: 12,678 shares 12,678 $626K 0.02% -1,124 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: 89,939 shares; 2024Q4: not reported; 2025Q1: 38,460 shares; 2025Q2: 22,834 shares; 2025Q3: 14,449 shares; 2025Q4: 13,972 shares; 2026Q1: 9,769 shares; 2026Q2: 8,477 shares 8,477 $622K 0.02% -1,292 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: 2,668 shares; 2024Q4: 3,191 shares; 2025Q1: 3,042 shares; 2025Q2: 3,034 shares; 2025Q3: 2,891 shares; 2025Q4: 2,844 shares; 2026Q1: 2,809 shares; 2026Q2: 2,790 shares 2,790 $622K 0.02% -19 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,349 shares; 2025Q4: 4,349 shares; 2026Q1: 4,367 shares; 2026Q2: 3,646 shares 3,646 $619K 0.02% -721 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,113 shares; 2024Q4: 8,132 shares; 2025Q1: 8,132 shares; 2025Q2: 8,613 shares; 2025Q3: 8,613 shares; 2025Q4: 9,229 shares; 2026Q1: 9,216 shares; 2026Q2: 9,216 shares 9,216 $618K 0.02% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,261 shares; 2025Q4: 2,543 shares; 2026Q1: 1,695 shares; 2026Q2: 1,699 shares 1,699 $612K 0.02% +4 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: 7,488 shares; 2024Q4: 7,601 shares; 2025Q1: 7,452 shares; 2025Q2: 7,226 shares; 2025Q3: 7,150 shares; 2025Q4: 7,127 shares; 2026Q1: 7,401 shares; 2026Q2: 7,402 shares 7,402 $612K 0.02% +1 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 3,122 shares; 2025Q4: 3,123 shares; 2026Q1: 3,125 shares; 2026Q2: 3,224 shares 3,224 $606K 0.02% +99 Timeline CWB 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: 7,095 shares; 2024Q4: not reported; 2025Q1: 7,095 shares; 2025Q2: 6,990 shares; 2025Q3: 6,990 shares; 2025Q4: 6,990 shares; 2026Q1: 6,990 shares; 2026Q2: 5,605 shares 5,605 $604K 0.02% -1,385 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: 7,874 shares; 2024Q4: 8,050 shares; 2025Q1: 8,017 shares; 2025Q2: 7,710 shares; 2025Q3: 10,475 shares; 2025Q4: 6,312 shares; 2026Q1: 5,385 shares; 2026Q2: 4,758 shares 4,758 $592K 0.02% -627 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,192 shares; 2025Q4: 16,455 shares; 2026Q1: 13,764 shares; 2026Q2: 11,893 shares 11,893 $587K 0.02% -1,871 Timeline PRF 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: 10,866 shares; 2024Q4: 77,234 shares; 2025Q1: 10,866 shares; 2025Q2: 10,866 shares; 2025Q3: 10,866 shares; 2025Q4: 10,866 shares; 2026Q1: 10,866 shares; 2026Q2: 10,866 shares 10,866 $587K 0.02% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,076 shares; 2026Q2: 3,074 shares 3,074 $586K 0.02% -2 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,830 shares; 2026Q2: 11,224 shares 11,224 $581K 0.02% +5,394 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,500 shares; 2024Q4: 15,311 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 11,082 shares; 2025Q4: 11,082 shares; 2026Q1: 11,082 shares; 2026Q2: 11,082 shares 11,082 $566K 0.02% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,359 shares; 2024Q4: 5,394 shares; 2025Q1: 5,396 shares; 2025Q2: 5,322 shares; 2025Q3: 5,324 shares; 2025Q4: 5,326 shares; 2026Q1: 5,428 shares; 2026Q2: 5,180 shares 5,180 $559K 0.02% -248 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: 6,046 shares; 2024Q4: 6,483 shares; 2025Q1: 6,323 shares; 2025Q2: 6,888 shares; 2025Q3: 6,335 shares; 2025Q4: 6,185 shares; 2026Q1: 6,032 shares; 2026Q2: 5,765 shares 5,765 $555K 0.02% -267 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 1,916 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,625 shares; 2026Q1: 1,557 shares; 2026Q2: 1,557 shares 1,557 $555K 0.02% 0 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,707 shares; 2024Q4: 8,707 shares; 2025Q1: 5,750 shares; 2025Q2: 5,750 shares; 2025Q3: 5,750 shares; 2025Q4: 5,750 shares; 2026Q1: 5,750 shares; 2026Q2: 5,750 shares 5,750 $544K 0.02% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,635 shares; 2024Q4: 6,223 shares; 2025Q1: 6,135 shares; 2025Q2: 7,816 shares; 2025Q3: 7,816 shares; 2025Q4: 7,816 shares; 2026Q1: 7,816 shares; 2026Q2: 7,436 shares 7,436 $537K 0.02% -380 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590 shares; 2024Q4: 590 shares; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 488 shares; 2026Q1: 488 shares; 2026Q2: 267 shares 267 $529K 0.02% -221 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: not reported; 2024Q4: 4,620 shares; 2025Q1: 4,620 shares; 2025Q2: 4,620 shares; 2025Q3: 4,236 shares; 2025Q4: 4,734 shares; 2026Q1: 4,679 shares; 2026Q2: 4,414 shares 4,414 $522K 0.02% -265 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: 5,110 shares; 2024Q4: 5,275 shares; 2025Q1: 5,278 shares; 2025Q2: 5,021 shares; 2025Q3: 4,896 shares; 2025Q4: 5,296 shares; 2026Q1: 5,424 shares; 2026Q2: 5,104 shares 5,104 $522K 0.02% -320 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: 535 shares; 2024Q4: 528 shares; 2025Q1: 520 shares; 2025Q2: 508 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 499 shares; 2026Q2: 499 shares 499 $520K 0.02% 0 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: 4,795 shares; 2024Q4: 4,797 shares; 2025Q1: 4,750 shares; 2025Q2: 4,721 shares; 2025Q3: 4,522 shares; 2025Q4: 4,712 shares; 2026Q1: 3,776 shares; 2026Q2: 2,403 shares 2,403 $502K 0.02% -1,373 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,889 shares; 2026Q2: 3,889 shares 3,889 $492K 0.02% 0 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: 4,623 shares; 2024Q4: 4,858 shares; 2025Q1: 4,654 shares; 2025Q2: 4,549 shares; 2025Q3: 4,385 shares; 2025Q4: 4,145 shares; 2026Q1: 3,464 shares; 2026Q2: 2,945 shares 2,945 $491K 0.02% -519 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,708 shares; 2026Q2: 2,708 shares 2,708 $490K 0.02% 0 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: 2,062 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,150 shares; 2025Q3: 2,038 shares; 2025Q4: 1,973 shares; 2026Q1: 1,693 shares; 2026Q2: 993 shares 993 $488K 0.02% -700 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; 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: 21,471 shares 21,471 $480K 0.02% new 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: 758 shares; 2024Q4: 762 shares; 2025Q1: 788 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 761 shares; 2026Q1: 765 shares; 2026Q2: 766 shares 766 $478K 0.02% +1 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: 4,657 shares; 2024Q4: not reported; 2025Q1: 17,659 shares; 2025Q2: 26,357 shares; 2025Q3: 22,823 shares; 2025Q4: 22,827 shares; 2026Q1: 23,147 shares; 2026Q2: 16,180 shares 16,180 $476K 0.02% -6,967 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: 10,869 shares; 2024Q4: 11,077 shares; 2025Q1: 9,586 shares; 2025Q2: 9,558 shares; 2025Q3: 7,558 shares; 2025Q4: 7,258 shares; 2026Q1: 8,705 shares; 2026Q2: 8,182 shares 8,182 $473K 0.02% -523 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955 shares; 2024Q4: 899 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 826 shares; 2025Q4: 826 shares; 2026Q1: 818 shares; 2026Q2: 818 shares 818 $472K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,215 shares; 2024Q4: 1,217 shares; 2025Q1: 1,322 shares; 2025Q2: 1,228 shares; 2025Q3: 1,238 shares; 2025Q4: 1,242 shares; 2026Q1: 1,242 shares; 2026Q2: 1,311 shares 1,311 $465K 0.02% +69 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: 6,961 shares; 2024Q4: 4,561 shares; 2025Q1: 4,535 shares; 2025Q2: 4,530 shares; 2025Q3: 4,530 shares; 2025Q4: 2,743 shares; 2026Q1: 2,743 shares; 2026Q2: 2,743 shares 2,743 $464K 0.02% 0 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: 2,418 shares; 2026Q2: 2,418 shares 2,418 $459K 0.02% 0 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: 8,696 shares; 2024Q4: 8,676 shares; 2025Q1: 8,659 shares; 2025Q2: 8,659 shares; 2025Q3: 2,402 shares; 2025Q4: 2,403 shares; 2026Q1: 2,917 shares; 2026Q2: 2,405 shares 2,405 $457K 0.02% -512 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,994 shares; 2024Q4: not reported; 2025Q1: 8,904 shares; 2025Q2: 15,459 shares; 2025Q3: 12,658 shares; 2025Q4: 12,513 shares; 2026Q1: 12,513 shares; 2026Q2: 12,515 shares 12,515 $452K 0.02% +2 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: 1,026 shares; 2024Q4: 1,053 shares; 2025Q1: 1,170 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,308 shares; 2026Q1: 1,120 shares; 2026Q2: 1,128 shares 1,128 $448K 0.02% +8 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,755 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,030 shares 1,030 $444K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,602 shares; 2025Q3: 2,603 shares; 2025Q4: 2,879 shares; 2026Q1: 3,159 shares; 2026Q2: 3,160 shares 3,160 $442K 0.02% +1 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,711 shares; 2026Q2: 5,811 shares 5,811 $439K 0.02% +1,100 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,528 shares; 2024Q4: 4,664 shares; 2025Q1: 3,459 shares; 2025Q2: 3,459 shares; 2025Q3: 3,539 shares; 2025Q4: 3,539 shares; 2026Q1: 3,644 shares; 2026Q2: 3,539 shares 3,539 $430K 0.02% -105 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,483 shares; 2024Q4: 10,483 shares; 2025Q1: 10,483 shares; 2025Q2: 10,482 shares; 2025Q3: 10,482 shares; 2025Q4: 10,482 shares; 2026Q1: 10,482 shares; 2026Q2: 10,482 shares 10,482 $429K 0.02% 0 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: 3,395 shares; 2024Q4: 3,410 shares; 2025Q1: 3,410 shares; 2025Q2: 3,388 shares; 2025Q3: 3,388 shares; 2025Q4: 3,333 shares; 2026Q1: 3,582 shares; 2026Q2: 3,422 shares 3,422 $426K 0.02% -160 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 729 shares; 2024Q4: 1,401 shares; 2025Q1: 1,379 shares; 2025Q2: 1,529 shares; 2025Q3: 1,282 shares; 2025Q4: 1,342 shares; 2026Q1: 1,348 shares; 2026Q2: 1,342 shares 1,342 $423K 0.02% -6 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: 110 shares; 2024Q4: 111 shares; 2025Q1: 110 shares; 2025Q2: 109 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 96 shares; 2026Q2: 2,350 shares 2,350 $419K 0.02% +2,254 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,909 shares; 2024Q4: 1,845 shares; 2025Q1: 1,845 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares; 2026Q2: 1,760 shares 1,760 $418K 0.02% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $417K 0.02% 0 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: 462 shares; 2024Q4: 479 shares; 2025Q1: 476 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 377 shares; 2026Q1: 347 shares; 2026Q2: 345 shares 345 $412K 0.02% -2 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,170 shares 1,170 $410K 0.02% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; 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: 1,500 shares; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $408K 0.02% new 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: 1,538 shares; 2024Q4: not reported; 2025Q1: 1,224 shares; 2025Q2: 1,131 shares; 2025Q3: 1,126 shares; 2025Q4: 1,126 shares; 2026Q1: 1,055 shares; 2026Q2: 1,672 shares 1,672 $406K 0.02% +617 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: 4,768 shares; 2024Q4: 75,640 shares; 2025Q1: 12,096 shares; 2025Q2: 8,928 shares; 2025Q3: 8,928 shares; 2025Q4: 8,928 shares; 2026Q1: 8,928 shares; 2026Q2: 13,927 shares 13,927 $403K 0.01% +4,999 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: 23,339 shares; 2024Q4: not reported; 2025Q1: 23,039 shares; 2025Q2: 22,469 shares; 2025Q3: 22,469 shares; 2025Q4: 22,303 shares; 2026Q1: 18,706 shares; 2026Q2: 7,015 shares 7,015 $396K 0.01% -11,691 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,500 shares; 2024Q4: 26,220 shares; 2025Q1: 3,687 shares; 2025Q2: 14,374 shares; 2025Q3: 4,272 shares; 2025Q4: 8,763 shares; 2026Q1: 9,201 shares; 2026Q2: 8,598 shares 8,598 $390K 0.01% -603 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,347 shares; 2024Q4: 3,347 shares; 2025Q1: 3,347 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares; 2025Q4: 3,012 shares; 2026Q1: 3,012 shares; 2026Q2: 3,012 shares 3,012 $382K 0.01% 0 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: 1,117 shares; 2024Q4: 1,199 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 944 shares; 2026Q1: 992 shares; 2026Q2: 957 shares 957 $380K 0.01% -35 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: 1,148 shares; 2024Q4: 1,158 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares; 2026Q1: 1,182 shares; 2026Q2: 1,565 shares 1,565 $372K 0.01% +383 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: 2,582 shares; 2024Q4: 2,529 shares; 2025Q1: 2,156 shares; 2025Q2: 2,156 shares; 2025Q3: 2,156 shares; 2025Q4: 1,995 shares; 2026Q1: 2,340 shares; 2026Q2: 2,340 shares 2,340 $366K 0.01% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,545 shares; 2024Q4: 5,576 shares; 2025Q1: 5,592 shares; 2025Q2: 5,434 shares; 2025Q3: 4,948 shares; 2025Q4: 4,668 shares; 2026Q1: 4,668 shares; 2026Q2: 4,668 shares 4,668 $365K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,405 shares; 2024Q4: 16,205 shares; 2025Q1: 16,464 shares; 2025Q2: 16,464 shares; 2025Q3: 16,453 shares; 2025Q4: 8,325 shares; 2026Q1: 8,306 shares; 2026Q2: 7,099 shares 7,099 $358K 0.01% -1,207 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,830 shares; 2025Q3: 2,886 shares; 2025Q4: 2,859 shares; 2026Q1: 3,115 shares; 2026Q2: 3,059 shares 3,059 $357K 0.01% -56 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,507 shares; 2024Q4: 17,406 shares; 2025Q1: 17,345 shares; 2025Q2: 17,345 shares; 2025Q3: 17,320 shares; 2025Q4: 17,320 shares; 2026Q1: 11,445 shares; 2026Q2: 11,275 shares 11,275 $356K 0.01% -170 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: 1,971 shares; 2024Q4: 3,615 shares; 2025Q1: 3,619 shares; 2025Q2: 3,622 shares; 2025Q3: 3,727 shares; 2025Q4: 2,285 shares; 2026Q1: 2,298 shares; 2026Q2: 2,252 shares 2,252 $353K 0.01% -46 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,161 shares; 2024Q4: not reported; 2025Q1: 3,698 shares; 2025Q2: 3,698 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares; 2026Q1: 3,390 shares; 2026Q2: 3,390 shares 3,390 $351K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,024 shares 1,024 $349K 0.01% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 595 shares 595 $346K 0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,953 shares; 2024Q4: 3,953 shares; 2025Q1: 3,953 shares; 2025Q2: 3,937 shares; 2025Q3: 3,937 shares; 2025Q4: 3,937 shares; 2026Q1: 3,937 shares; 2026Q2: 3,937 shares 3,937 $339K 0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 4,710 shares; 2025Q4: 4,710 shares; 2026Q1: 4,710 shares; 2026Q2: 4,710 shares 4,710 $338K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,182 shares; 2026Q2: 2,867 shares 2,867 $337K 0.01% -315 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,113 shares; 2026Q2: 2,101 shares 2,101 $333K 0.01% -12 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,330 shares; 2026Q2: 30,330 shares 30,330 $327K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,208 shares; 2025Q4: 6,553 shares; 2026Q1: not reported; 2026Q2: 2,334 shares 2,334 $326K 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: 7,084 shares; 2024Q4: 7,120 shares; 2025Q1: 6,099 shares; 2025Q2: 4,607 shares; 2025Q3: 4,539 shares; 2025Q4: 4,506 shares; 2026Q1: 3,627 shares; 2026Q2: 3,584 shares 3,584 $324K 0.01% -43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,629 shares; 2025Q4: 3,384 shares; 2026Q1: 2,583 shares; 2026Q2: 2,369 shares 2,369 $321K 0.01% -214 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: 1,576 shares; 2024Q4: 1,594 shares; 2025Q1: 1,594 shares; 2025Q2: 1,577 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 482 shares 482 $316K 0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 690 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 681 shares; 2025Q3: 616 shares; 2025Q4: 611 shares; 2026Q1: 599 shares; 2026Q2: 561 shares 561 $314K 0.01% -38 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: 1,080 shares; 2024Q4: not reported; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 891 shares; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $306K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 983 shares; 2026Q2: 976 shares 976 $306K 0.01% -7 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: 1,619 shares; 2024Q4: 1,640 shares; 2025Q1: 1,482 shares; 2025Q2: 1,447 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares; 2026Q1: 1,247 shares; 2026Q2: 1,237 shares 1,237 $305K 0.01% -10 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,553 shares; 2024Q4: 2,595 shares; 2025Q1: 2,553 shares; 2025Q2: 2,256 shares; 2025Q3: 2,295 shares; 2025Q4: 2,256 shares; 2026Q1: 2,256 shares; 2026Q2: 2,256 shares 2,256 $300K 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,185 shares 2,185 $298K 0.01% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,163 shares; 2026Q2: 5,169 shares 5,169 $292K 0.01% +6 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: 26,298 shares; 2024Q4: 22,700 shares; 2025Q1: 22,700 shares; 2025Q2: 22,734 shares; 2025Q3: 3,362 shares; 2025Q4: 2,843 shares; 2026Q1: 2,830 shares; 2026Q2: 2,835 shares 2,835 $291K 0.01% +5 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,578 shares; 2024Q4: 4,604 shares; 2025Q1: 4,546 shares; 2025Q2: 4,546 shares; 2025Q3: 5,346 shares; 2025Q4: 5,542 shares; 2026Q1: 3,971 shares; 2026Q2: 2,230 shares 2,230 $289K 0.01% -1,741 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: 3,116 shares; 2024Q4: 2,647 shares; 2025Q1: 2,245 shares; 2025Q2: 1,733 shares; 2025Q3: 1,518 shares; 2025Q4: 1,507 shares; 2026Q1: 1,222 shares; 2026Q2: 1,322 shares 1,322 $286K 0.01% +100 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: 792 shares; 2024Q4: 985 shares; 2025Q1: 802 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 796 shares; 2026Q1: 803 shares; 2026Q2: 751 shares 751 $282K 0.01% -52 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: 5,214 shares; 2024Q4: not reported; 2025Q1: 4,544 shares; 2025Q2: not reported; 2025Q3: 4,745 shares; 2025Q4: not reported; 2026Q1: 6,237 shares; 2026Q2: 6,623 shares 6,623 $280K 0.01% +386 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,068 shares; 2024Q4: not reported; 2025Q1: 18,894 shares; 2025Q2: 12,758 shares; 2025Q3: 9,867 shares; 2025Q4: 5,230 shares; 2026Q1: 5,230 shares; 2026Q2: 4,752 shares 4,752 $280K 0.01% -478 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: 8,025 shares; 2024Q4: not reported; 2025Q1: 8,025 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $277K 0.01% 0 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: 2,565 shares; 2024Q4: 2,111 shares; 2025Q1: 2,089 shares; 2025Q2: 2,089 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,109 shares; 2026Q2: 2,113 shares 2,113 $276K 0.01% +4 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,082 shares; 2024Q4: 1,069 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 1,069 shares; 2025Q4: 1,069 shares; 2026Q1: 1,069 shares; 2026Q2: 1,055 shares 1,055 $276K 0.01% -14 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: 11,242 shares; 2024Q4: 12,359 shares; 2025Q1: 11,194 shares; 2025Q2: 11,184 shares; 2025Q3: 11,579 shares; 2025Q4: 11,273 shares; 2026Q1: 13,068 shares; 2026Q2: 13,053 shares 13,053 $270K 0.01% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,642 shares; 2026Q2: 2,642 shares 2,642 $269K 0.01% 0 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: 1,579 shares; 2024Q4: not reported; 2025Q1: 1,479 shares; 2025Q2: 1,479 shares; 2025Q3: 1,479 shares; 2025Q4: 1,479 shares; 2026Q1: 1,646 shares; 2026Q2: 1,646 shares 1,646 $267K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 374 shares; 2026Q1: 374 shares; 2026Q2: 503 shares 503 $265K 0.01% +129 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: 676 shares; 2024Q4: 527 shares; 2025Q1: not reported; 2025Q2: 571 shares; 2025Q3: 617 shares; 2025Q4: 873 shares; 2026Q1: 519 shares; 2026Q2: 517 shares 517 $263K 0.01% -2 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: 3,547 shares; 2024Q4: 3,547 shares; 2025Q1: 3,555 shares; 2025Q2: 3,555 shares; 2025Q3: 3,276 shares; 2025Q4: 3,276 shares; 2026Q1: 3,276 shares; 2026Q2: 2,660 shares 2,660 $257K 0.01% -616 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,639 shares; 2024Q4: 15,051 shares; 2025Q1: 14,856 shares; 2025Q2: 13,904 shares; 2025Q3: 13,493 shares; 2025Q4: 2,462 shares; 2026Q1: 2,462 shares; 2026Q2: 2,428 shares 2,428 $252K 0.01% -34 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,862 shares; 2025Q3: 9,090 shares; 2025Q4: 11,262 shares; 2026Q1: 11,275 shares; 2026Q2: 11,297 shares 11,297 $250K 0.01% +22 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,650 shares; 2026Q2: 3,650 shares 3,650 $249K 0.01% 0 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID 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: 18,742 shares; 2025Q4: 18,742 shares; 2026Q1: 18,742 shares; 2026Q2: 18,742 shares 18,742 $243K 0.01% 0 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,615 shares; 2024Q4: 6,615 shares; 2025Q1: 6,615 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,615 shares; 2026Q2: 6,615 shares 6,615 $241K 0.01% 0 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,880 shares; 2025Q4: 53,880 shares; 2026Q1: 53,880 shares; 2026Q2: 53,880 shares 53,880 $237K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,129 shares; 2025Q3: 5,129 shares; 2025Q4: 3,086 shares; 2026Q1: 3,154 shares; 2026Q2: 3,051 shares 3,051 $235K 0.01% -103 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,169 shares; 2024Q4: 1,195 shares; 2025Q1: 1,154 shares; 2025Q2: 1,154 shares; 2025Q3: 1,151 shares; 2025Q4: 1,149 shares; 2026Q1: 919 shares; 2026Q2: 889 shares 889 $232K 0.01% -30 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 798 shares 798 $232K 0.01% new Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,115 shares; 2024Q4: 3,115 shares; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: 2,574 shares; 2025Q4: 2,574 shares; 2026Q1: 2,574 shares; 2026Q2: 2,574 shares 2,574 $229K 0.01% 0 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,440 shares 3,440 $225K 0.01% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,103 shares; 2026Q2: 6,103 shares 6,103 $225K 0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,011 shares; 2026Q2: 3,011 shares 3,011 $223K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,347 shares; 2026Q1: not reported; 2026Q2: 1,353 shares 1,353 $222K 0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 736 shares 736 $222K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,606 shares 1,606 $220K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 889 shares; 2026Q2: 877 shares 877 $218K 0.01% -12 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,604 shares 1,604 $212K 0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,386 shares 2,386 $208K 0.01% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659 shares; 2024Q4: 1,039 shares; 2025Q1: 659 shares; 2025Q2: 659 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 546 shares; 2026Q2: 2,325 shares 2,325 $204K 0.01% +1,779 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME 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: 6,920 shares 6,920 $203K 0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,512 shares; 2024Q4: 17,650 shares; 2025Q1: 17,650 shares; 2025Q2: 17,512 shares; 2025Q3: 17,512 shares; 2025Q4: 17,512 shares; 2026Q1: 11,413 shares; 2026Q2: 5,228 shares 5,228 $202K 0.01% -6,185 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,798 shares; 2025Q4: 1,639 shares; 2026Q1: 1,642 shares; 2026Q2: 1,211 shares 1,211 $202K 0.01% -431 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,442 shares; 2025Q4: 1,956 shares; 2026Q1: 1,737 shares; 2026Q2: 1,231 shares 1,231 $201K 0.01% -506 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares; 2026Q1: not reported; 2026Q2: 1,132 shares 1,132 $201K 0.01% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,678 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 1,555 shares; 2026Q1: 1,556 shares; 2026Q2: 1,274 shares 1,274 $200K 0.01% -282 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,127 shares; 2025Q3: 11,576 shares; 2025Q4: 11,576 shares; 2026Q1: 11,576 shares; 2026Q2: 11,576 shares 11,576 $188K 0.01% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,176 shares 10,176 $135K <0.01% new Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,105 shares 10,105 $112K <0.01% new Timeline TLSI TRISALUS LIFE SCIENCES INC More: the full row for TRISALUS LIFE SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,879 shares; 2024Q4: 22,303 shares; 2025Q1: 22,303 shares; 2025Q2: 22,303 shares; 2025Q3: 22,303 shares; 2025Q4: 22,303 shares; 2026Q1: 22,303 shares; 2026Q2: 22,303 shares 22,303 $101K <0.01% 0 Timeline