FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 765,859 shares; 2024Q4: 773,210 shares; 2025Q1: 888,571 shares; 2025Q2: 973,554 shares; 2025Q3: 1,042,217 shares; 2025Q4: 1,195,046 shares; 2026Q1: 1,351,127 shares; 2026Q2: 1,388,139 shares 1,388,139 $73.2M 6.63% +37,012 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: 778,177 shares; 2024Q4: 2,298,314 shares; 2025Q1: 2,445,913 shares; 2025Q2: 2,315,151 shares; 2025Q3: 2,168,356 shares; 2025Q4: 1,995,005 shares; 2026Q1: 1,911,610 shares; 2026Q2: 1,906,589 shares 1,906,589 $60.5M 5.47% -5,021 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: 37,369 shares; 2024Q4: 39,742 shares; 2025Q1: 40,225 shares; 2025Q2: 39,632 shares; 2025Q3: 42,977 shares; 2025Q4: 49,914 shares; 2026Q1: 52,800 shares; 2026Q2: 424,608 shares 424,608 $50.7M 4.6% +371,808 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339,171 shares; 2024Q4: 379,095 shares; 2025Q1: 371,340 shares; 2025Q2: 422,690 shares; 2025Q3: 483,620 shares; 2025Q4: 650,317 shares; 2026Q1: 831,776 shares; 2026Q2: 948,466 shares 948,466 $49M 4.44% +116,690 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,297 shares; 2024Q4: 143,702 shares; 2025Q1: 147,411 shares; 2025Q2: 150,501 shares; 2025Q3: 172,004 shares; 2025Q4: 261,060 shares; 2026Q1: 310,746 shares; 2026Q2: 324,622 shares 324,622 $41.6M 3.76% +13,876 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,074 shares; 2024Q4: 167,743 shares; 2025Q1: 213,268 shares; 2025Q2: 235,364 shares; 2025Q3: 276,728 shares; 2025Q4: 357,058 shares; 2026Q1: 429,697 shares; 2026Q2: 457,745 shares 457,745 $40.8M 3.7% +28,048 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,804 shares; 2024Q4: 102,575 shares; 2025Q1: 175,152 shares; 2025Q2: 180,266 shares; 2025Q3: 233,910 shares; 2025Q4: 521,487 shares; 2026Q1: 633,985 shares; 2026Q2: 686,275 shares 686,275 $28.6M 2.59% +52,290 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: 34,007 shares; 2024Q4: 34,435 shares; 2025Q1: 35,567 shares; 2025Q2: 35,141 shares; 2025Q3: 35,343 shares; 2025Q4: 35,508 shares; 2026Q1: 36,387 shares; 2026Q2: 36,481 shares 36,481 $27.3M 2.47% +94 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: 41,349 shares; 2024Q4: 39,165 shares; 2025Q1: 40,488 shares; 2025Q2: 38,769 shares; 2025Q3: 38,821 shares; 2025Q4: 43,760 shares; 2026Q1: 35,946 shares; 2026Q2: 36,375 shares 36,375 $25M 2.26% +429 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: 26,321 shares; 2024Q4: 26,853 shares; 2025Q1: 28,241 shares; 2025Q2: 29,013 shares; 2025Q3: 29,625 shares; 2025Q4: 30,725 shares; 2026Q1: 40,654 shares; 2026Q2: 60,685 shares 60,685 $22.5M 2.03% +20,031 Timeline FNDE 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: 244,333 shares; 2024Q4: 249,995 shares; 2025Q1: 235,803 shares; 2025Q2: 243,450 shares; 2025Q3: 277,880 shares; 2025Q4: 374,098 shares; 2026Q1: 509,567 shares; 2026Q2: 529,141 shares 529,141 $21M 1.9% +19,574 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: 565,441 shares; 2024Q4: 452,154 shares; 2025Q1: 451,800 shares; 2025Q2: 465,257 shares; 2025Q3: 466,259 shares; 2025Q4: 468,583 shares; 2026Q1: 464,461 shares; 2026Q2: 472,847 shares 472,847 $21M 1.9% +8,386 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: 51,360 shares; 2024Q4: 54,074 shares; 2025Q1: 55,045 shares; 2025Q2: 55,395 shares; 2025Q3: 55,751 shares; 2025Q4: 58,776 shares; 2026Q1: 63,459 shares; 2026Q2: 64,859 shares 64,859 $18.8M 1.7% +1,400 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,179 shares; 2024Q4: 275,130 shares; 2025Q1: 290,804 shares; 2025Q2: 300,779 shares; 2025Q3: 320,863 shares; 2025Q4: 331,751 shares; 2026Q1: 351,192 shares; 2026Q2: 437,588 shares 437,588 $18.1M 1.63% +86,396 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: 59,854 shares; 2024Q4: 74,953 shares; 2025Q1: 93,141 shares; 2025Q2: 105,264 shares; 2025Q3: 113,857 shares; 2025Q4: 139,233 shares; 2026Q1: 146,317 shares; 2026Q2: 180,155 shares 180,155 $17.8M 1.61% +33,838 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,449 shares; 2024Q4: 98,369 shares; 2025Q1: 140,469 shares; 2025Q2: 163,795 shares; 2025Q3: 217,142 shares; 2025Q4: 288,464 shares; 2026Q1: 309,343 shares; 2026Q2: 324,856 shares 324,856 $17M 1.54% +15,513 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: 53,986 shares; 2024Q4: 58,251 shares; 2025Q1: 70,965 shares; 2025Q2: 82,510 shares; 2025Q3: 62,607 shares; 2025Q4: 71,776 shares; 2026Q1: 82,716 shares; 2026Q2: 82,821 shares 82,821 $16.6M 1.5% +105 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: 173,836 shares; 2024Q4: 139,116 shares; 2025Q1: 145,365 shares; 2025Q2: 144,956 shares; 2025Q3: 145,185 shares; 2025Q4: 147,131 shares; 2026Q1: 200,546 shares; 2026Q2: 226,494 shares 226,494 $16.1M 1.46% +25,948 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,093 shares; 2024Q4: 112,904 shares; 2025Q1: 153,033 shares; 2025Q2: 166,666 shares; 2025Q3: 233,783 shares; 2025Q4: 403,007 shares; 2026Q1: 433,488 shares; 2026Q2: 439,964 shares 439,964 $14.9M 1.35% +6,476 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: 141,535 shares; 2024Q4: 467,835 shares; 2025Q1: 462,930 shares; 2025Q2: 494,551 shares; 2025Q3: 506,941 shares; 2025Q4: 506,723 shares; 2026Q1: 511,892 shares; 2026Q2: 498,019 shares 498,019 $14.7M 1.33% -13,873 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: 27,207 shares; 2024Q4: 29,692 shares; 2025Q1: 30,784 shares; 2025Q2: 32,333 shares; 2025Q3: 32,837 shares; 2025Q4: 35,919 shares; 2026Q1: 38,603 shares; 2026Q2: 38,966 shares 38,966 $13.9M 1.26% +363 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: 7,918 shares; 2024Q4: 13,542 shares; 2025Q1: 15,135 shares; 2025Q2: 15,497 shares; 2025Q3: 15,465 shares; 2025Q4: 18,410 shares; 2026Q1: 18,458 shares; 2026Q2: 18,523 shares 18,523 $13.6M 1.24% +65 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: 41,903 shares; 2024Q4: 44,252 shares; 2025Q1: 48,263 shares; 2025Q2: 51,218 shares; 2025Q3: 51,360 shares; 2025Q4: 51,364 shares; 2026Q1: 52,337 shares; 2026Q2: 54,431 shares 54,431 $12.9M 1.17% +2,094 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: 38,571 shares; 2024Q4: 38,975 shares; 2025Q1: 44,259 shares; 2025Q2: 46,237 shares; 2025Q3: 52,067 shares; 2025Q4: 54,497 shares; 2026Q1: 59,390 shares; 2026Q2: 75,888 shares 75,888 $12M 1.09% +16,498 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: 14,149 shares; 2024Q4: 16,974 shares; 2025Q1: 25,044 shares; 2025Q2: 36,720 shares; 2025Q3: 60,730 shares; 2025Q4: 116,205 shares; 2026Q1: 137,948 shares; 2026Q2: 150,918 shares 150,918 $11.4M 1.04% +12,970 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: 22,522 shares; 2024Q4: 24,205 shares; 2025Q1: 24,797 shares; 2025Q2: 25,661 shares; 2025Q3: 25,669 shares; 2025Q4: 26,000 shares; 2026Q1: 28,591 shares; 2026Q2: 28,073 shares 28,073 $10.5M 0.95% -518 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,642 shares; 2024Q4: 25,254 shares; 2025Q1: 33,607 shares; 2025Q2: 43,201 shares; 2025Q3: 59,643 shares; 2025Q4: 76,570 shares; 2026Q1: 81,047 shares; 2026Q2: 81,389 shares 81,389 $8.98M 0.81% +342 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: 24,674 shares; 2024Q4: 25,546 shares; 2025Q1: 22,359 shares; 2025Q2: 21,861 shares; 2025Q3: 21,893 shares; 2025Q4: 21,918 shares; 2026Q1: 23,924 shares; 2026Q2: 23,466 shares 23,466 $8.86M 0.8% -458 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: 101,241 shares; 2024Q4: 298,692 shares; 2025Q1: 294,882 shares; 2025Q2: 303,855 shares; 2025Q3: 303,872 shares; 2025Q4: 300,632 shares; 2026Q1: 298,432 shares; 2026Q2: 297,745 shares 297,745 $8.62M 0.78% -687 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,968 shares; 2024Q4: 79,378 shares; 2025Q1: 93,567 shares; 2025Q2: 69,131 shares; 2025Q3: 71,435 shares; 2025Q4: 80,501 shares; 2026Q1: 93,212 shares; 2026Q2: 103,048 shares 103,048 $8.44M 0.76% +9,836 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: 193,189 shares; 2024Q4: 204,905 shares; 2025Q1: 215,862 shares; 2025Q2: 200,209 shares; 2025Q3: 177,644 shares; 2025Q4: 174,805 shares; 2026Q1: 152,726 shares; 2026Q2: 142,494 shares 142,494 $8.05M 0.73% -10,232 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,300 shares; 2024Q4: 121,491 shares; 2025Q1: 135,684 shares; 2025Q2: 119,990 shares; 2025Q3: 115,768 shares; 2025Q4: 123,511 shares; 2026Q1: 144,615 shares; 2026Q2: 152,292 shares 152,292 $7.71M 0.7% +7,677 Timeline BBJP 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: 99,758 shares; 2024Q4: 102,115 shares; 2025Q1: 103,266 shares; 2025Q2: 99,966 shares; 2025Q3: 99,246 shares; 2025Q4: 101,073 shares; 2026Q1: 101,394 shares; 2026Q2: 101,134 shares 101,134 $7.62M 0.69% -260 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: 22,059 shares; 2024Q4: 24,785 shares; 2025Q1: 25,587 shares; 2025Q2: 26,231 shares; 2025Q3: 26,459 shares; 2025Q4: 26,323 shares; 2026Q1: 29,708 shares; 2026Q2: 30,382 shares 30,382 $7.24M 0.66% +674 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,980 shares; 2024Q4: 49,366 shares; 2025Q1: 53,501 shares; 2025Q2: 53,026 shares; 2025Q3: 53,090 shares; 2025Q4: 53,810 shares; 2026Q1: 107,145 shares; 2026Q2: 179,434 shares 179,434 $7.22M 0.65% +72,289 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,892 shares; 2025Q1: 22,013 shares; 2025Q2: 25,175 shares; 2025Q3: 26,916 shares; 2025Q4: 66,286 shares; 2026Q1: 66,460 shares; 2026Q2: 64,115 shares 64,115 $7.15M 0.65% -2,345 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: 13,661 shares; 2024Q4: 13,909 shares; 2025Q1: 14,021 shares; 2025Q2: 13,778 shares; 2025Q3: 13,581 shares; 2025Q4: 13,460 shares; 2026Q1: 14,001 shares; 2026Q2: 13,986 shares 13,986 $7M 0.63% -15 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,120 shares; 2024Q4: 53,653 shares; 2025Q1: 52,074 shares; 2025Q2: 52,079 shares; 2025Q3: 50,891 shares; 2025Q4: 50,838 shares; 2026Q1: 50,688 shares; 2026Q2: 48,909 shares 48,909 $6.94M 0.63% -1,779 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,886 shares; 2024Q4: 52,651 shares; 2025Q1: 60,738 shares; 2025Q2: 56,518 shares; 2025Q3: 56,051 shares; 2025Q4: 54,232 shares; 2026Q1: 53,871 shares; 2026Q2: 53,906 shares 53,906 $6.73M 0.61% +35 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,285 shares; 2024Q4: 197,993 shares; 2025Q1: 196,039 shares; 2025Q2: 189,006 shares; 2025Q3: 189,028 shares; 2025Q4: 189,064 shares; 2026Q1: 189,211 shares; 2026Q2: 189,250 shares 189,250 $5.89M 0.53% +39 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: 28,990 shares; 2024Q4: 27,135 shares; 2025Q1: 27,175 shares; 2025Q2: 27,180 shares; 2025Q3: 25,455 shares; 2025Q4: 25,373 shares; 2026Q1: 22,942 shares; 2026Q2: 18,946 shares 18,946 $5.67M 0.51% -3,996 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,095 shares; 2024Q4: 18,111 shares; 2025Q1: 16,874 shares; 2025Q2: 16,732 shares; 2025Q3: 16,542 shares; 2025Q4: 15,963 shares; 2026Q1: 15,773 shares; 2026Q2: 16,117 shares 16,117 $5.53M 0.5% +344 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,982 shares; 2024Q4: 184,491 shares; 2025Q1: 187,624 shares; 2025Q2: 189,599 shares; 2025Q3: 190,135 shares; 2025Q4: 188,712 shares; 2026Q1: 194,440 shares; 2026Q2: 197,034 shares 197,034 $5.46M 0.49% +2,594 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,762 shares; 2024Q4: 78,262 shares; 2025Q1: 77,480 shares; 2025Q2: 77,480 shares; 2025Q3: 77,480 shares; 2025Q4: 87,750 shares; 2026Q1: 90,995 shares; 2026Q2: 95,902 shares 95,902 $5.18M 0.47% +4,907 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: 76,791 shares; 2024Q4: 77,756 shares; 2025Q1: 71,288 shares; 2025Q2: 70,351 shares; 2025Q3: 68,637 shares; 2025Q4: 67,635 shares; 2026Q1: 64,462 shares; 2026Q2: 64,497 shares 64,497 $4.97M 0.45% +35 Timeline MGV 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: 28,976 shares; 2024Q4: 28,376 shares; 2025Q1: 27,454 shares; 2025Q2: 27,454 shares; 2025Q3: 28,092 shares; 2025Q4: 28,166 shares; 2026Q1: 28,091 shares; 2026Q2: 27,958 shares 27,958 $4.57M 0.41% -133 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: 10,703 shares; 2024Q4: 11,207 shares; 2025Q1: 11,612 shares; 2025Q2: 11,482 shares; 2025Q3: 11,550 shares; 2025Q4: 12,174 shares; 2026Q1: 13,672 shares; 2026Q2: 13,920 shares 13,920 $4.56M 0.41% +248 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,001 shares; 2024Q4: 47,360 shares; 2025Q1: 44,554 shares; 2025Q2: 45,976 shares; 2025Q3: 46,669 shares; 2025Q4: 46,949 shares; 2026Q1: 50,609 shares; 2026Q2: 47,030 shares 47,030 $4.54M 0.41% -3,579 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: 4,350 shares; 2024Q4: 5,225 shares; 2025Q1: 14,111 shares; 2025Q2: 22,884 shares; 2025Q3: 25,715 shares; 2025Q4: 26,573 shares; 2026Q1: 27,278 shares; 2026Q2: 41,831 shares 41,831 $4.5M 0.41% +14,553 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: 4,592 shares; 2024Q4: 4,977 shares; 2025Q1: 5,097 shares; 2025Q2: 5,461 shares; 2025Q3: 5,507 shares; 2025Q4: 6,477 shares; 2026Q1: 7,819 shares; 2026Q2: 7,203 shares 7,203 $4.06M 0.37% -616 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: 6,572 shares; 2024Q4: 7,197 shares; 2025Q1: 7,375 shares; 2025Q2: 8,402 shares; 2025Q3: 8,202 shares; 2025Q4: 8,408 shares; 2026Q1: 8,735 shares; 2026Q2: 9,486 shares 9,486 $3.99M 0.36% +751 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: 72,542 shares; 2024Q4: 72,173 shares; 2025Q1: 24,876 shares; 2025Q2: 24,852 shares; 2025Q3: 24,892 shares; 2025Q4: 24,042 shares; 2026Q1: 25,078 shares; 2026Q2: 25,061 shares 25,061 $3.72M 0.34% -17 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: 2,609 shares; 2024Q4: 2,713 shares; 2025Q1: 2,905 shares; 2025Q2: 2,782 shares; 2025Q3: 2,753 shares; 2025Q4: 2,772 shares; 2026Q1: 3,046 shares; 2026Q2: 3,076 shares 3,076 $3.69M 0.33% +30 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,035 shares; 2024Q4: 49,213 shares; 2025Q1: 44,023 shares; 2025Q2: 42,442 shares; 2025Q3: 42,436 shares; 2025Q4: 42,428 shares; 2026Q1: 41,888 shares; 2026Q2: 41,003 shares 41,003 $3.69M 0.33% -885 Timeline FNDB 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: 52,246 shares; 2024Q4: 131,540 shares; 2025Q1: 129,001 shares; 2025Q2: 126,680 shares; 2025Q3: 125,537 shares; 2025Q4: 124,287 shares; 2026Q1: 110,391 shares; 2026Q2: 106,892 shares 106,892 $3.26M 0.29% -3,499 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: 63,009 shares; 2024Q4: 54,959 shares; 2025Q1: 40,747 shares; 2025Q2: 42,088 shares; 2025Q3: 44,087 shares; 2025Q4: 46,339 shares; 2026Q1: 51,081 shares; 2026Q2: 86,122 shares 86,122 $3.17M 0.29% +35,041 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,230 shares; 2024Q4: 93,882 shares; 2025Q1: 100,471 shares; 2025Q2: 98,517 shares; 2025Q3: 102,782 shares; 2025Q4: 116,262 shares; 2026Q1: 126,659 shares; 2026Q2: 137,096 shares 137,096 $3.17M 0.29% +10,437 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: 21,533 shares; 2024Q4: 27,532 shares; 2025Q1: 28,140 shares; 2025Q2: 27,152 shares; 2025Q3: 27,041 shares; 2025Q4: 24,675 shares; 2026Q1: 25,954 shares; 2026Q2: 26,153 shares 26,153 $3.07M 0.28% +199 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: 2,969 shares; 2024Q4: 2,969 shares; 2025Q1: 3,067 shares; 2025Q2: 3,067 shares; 2025Q3: 3,060 shares; 2025Q4: 2,999 shares; 2026Q1: 5,065 shares; 2026Q2: 35,512 shares 35,512 $3.06M 0.28% +30,447 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: 27,344 shares; 2024Q4: 28,199 shares; 2025Q1: 28,827 shares; 2025Q2: 29,184 shares; 2025Q3: 29,199 shares; 2025Q4: 29,254 shares; 2026Q1: 31,009 shares; 2026Q2: 26,526 shares 26,526 $3M 0.27% -4,483 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,372 shares; 2024Q4: 2,429 shares; 2025Q1: 2,609 shares; 2025Q2: 2,538 shares; 2025Q3: 2,551 shares; 2025Q4: 2,561 shares; 2026Q1: 2,794 shares; 2026Q2: 2,803 shares 2,803 $2.98M 0.27% +9 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: 36,409 shares; 2024Q4: 37,414 shares; 2025Q1: 38,570 shares; 2025Q2: 38,919 shares; 2025Q3: 38,761 shares; 2025Q4: 33,594 shares; 2026Q1: 35,085 shares; 2026Q2: 35,437 shares 35,437 $2.88M 0.26% +352 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,000 shares; 2025Q3: 101,353 shares; 2025Q4: 5,435 shares; 2026Q1: 147,246 shares; 2026Q2: 148,261 shares 148,261 $2.83M 0.26% +1,015 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: 6,286 shares; 2025Q2: 6,249 shares; 2025Q3: 6,258 shares; 2025Q4: 6,292 shares; 2026Q1: 6,494 shares; 2026Q2: 6,496 shares 6,496 $2.81M 0.25% +2 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 7,933 shares; 2026Q2: 9,372 shares 9,372 $2.68M 0.24% +1,439 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,632 shares; 2024Q4: 61,149 shares; 2025Q1: 53,671 shares; 2025Q2: 53,592 shares; 2025Q3: 53,432 shares; 2025Q4: 53,211 shares; 2026Q1: 53,248 shares; 2026Q2: 51,320 shares 51,320 $2.53M 0.23% -1,928 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,064 shares; 2024Q4: 28,347 shares; 2025Q1: 29,071 shares; 2025Q2: 29,051 shares; 2025Q3: 29,158 shares; 2025Q4: 23,757 shares; 2026Q1: 22,849 shares; 2026Q2: 22,835 shares 22,835 $2.5M 0.23% -14 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: 16,803 shares; 2024Q4: 19,737 shares; 2025Q1: 21,773 shares; 2025Q2: 22,798 shares; 2025Q3: 26,236 shares; 2025Q4: 28,812 shares; 2026Q1: 26,147 shares; 2026Q2: 30,051 shares 30,051 $2.48M 0.22% +3,904 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: 9,116 shares; 2024Q4: 6,314 shares; 2025Q1: 8,610 shares; 2025Q2: 8,589 shares; 2025Q3: 9,018 shares; 2025Q4: 9,085 shares; 2026Q1: 10,019 shares; 2026Q2: 9,737 shares 9,737 $2.47M 0.22% -282 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: 14,438 shares; 2024Q4: 14,800 shares; 2025Q1: 15,718 shares; 2025Q2: 14,942 shares; 2025Q3: 15,155 shares; 2025Q4: 15,257 shares; 2026Q1: 17,306 shares; 2026Q2: 17,587 shares 17,587 $2.4M 0.22% +281 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,911 shares; 2024Q4: 5,986 shares; 2025Q1: 6,109 shares; 2025Q2: 6,090 shares; 2025Q3: 6,025 shares; 2025Q4: 5,951 shares; 2026Q1: 6,759 shares; 2026Q2: 6,951 shares 6,951 $2.38M 0.22% +192 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: 8,329 shares; 2024Q4: 3,372 shares; 2025Q1: 3,661 shares; 2025Q2: 3,170 shares; 2025Q3: 3,364 shares; 2025Q4: 3,357 shares; 2026Q1: 3,819 shares; 2026Q2: 3,839 shares 3,839 $2.23M 0.2% +20 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: 3,588 shares; 2024Q4: 3,739 shares; 2025Q1: 3,821 shares; 2025Q2: 3,851 shares; 2025Q3: 3,833 shares; 2025Q4: 4,013 shares; 2026Q1: 4,344 shares; 2026Q2: 4,187 shares 4,187 $2.15M 0.19% -157 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,320 shares; 2024Q4: 3,285 shares; 2025Q1: 2,765 shares; 2025Q2: 2,508 shares; 2025Q3: 2,508 shares; 2025Q4: 3,596 shares; 2026Q1: 5,741 shares; 2026Q2: 6,006 shares 6,006 $2.12M 0.19% +265 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: 19,241 shares; 2024Q4: 19,292 shares; 2025Q1: 19,311 shares; 2025Q2: 19,291 shares; 2025Q3: 19,323 shares; 2025Q4: 19,255 shares; 2026Q1: 19,210 shares; 2026Q2: 19,237 shares 19,237 $2.07M 0.19% +27 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: 936 shares; 2024Q4: 1,162 shares; 2025Q1: 1,425 shares; 2025Q2: 1,153 shares; 2025Q3: 1,142 shares; 2025Q4: 1,207 shares; 2026Q1: 1,661 shares; 2026Q2: 1,766 shares 1,766 $2.04M 0.18% +105 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,604 shares; 2024Q4: 51,307 shares; 2025Q1: 65,943 shares; 2025Q2: 55,658 shares; 2025Q3: 56,102 shares; 2025Q4: 55,180 shares; 2026Q1: 54,601 shares; 2026Q2: 54,878 shares 54,878 $2.02M 0.18% +277 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: 1,829 shares; 2024Q4: 1,911 shares; 2025Q1: 1,995 shares; 2025Q2: 1,988 shares; 2025Q3: 1,937 shares; 2025Q4: 1,875 shares; 2026Q1: 2,182 shares; 2026Q2: 2,074 shares 2,074 $1.94M 0.18% -108 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,524 shares; 2024Q4: 10,779 shares; 2025Q1: 16,482 shares; 2025Q2: 17,096 shares; 2025Q3: 16,033 shares; 2025Q4: 17,905 shares; 2026Q1: 23,646 shares; 2026Q2: 31,065 shares 31,065 $1.91M 0.17% +7,419 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: 1,946 shares; 2024Q4: 2,008 shares; 2025Q1: 2,170 shares; 2025Q2: 2,175 shares; 2025Q3: 2,169 shares; 2025Q4: 2,180 shares; 2026Q1: 2,547 shares; 2026Q2: 2,566 shares 2,566 $1.86M 0.17% +19 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,737 shares; 2024Q4: 108,109 shares; 2025Q1: 107,952 shares; 2025Q2: 106,343 shares; 2025Q3: 106,411 shares; 2025Q4: 67,692 shares; 2026Q1: 69,491 shares; 2026Q2: 57,350 shares 57,350 $1.83M 0.17% -12,141 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,000 shares; 2025Q2: 4,348 shares; 2025Q3: 4,348 shares; 2025Q4: 4,348 shares; 2026Q1: 4,348 shares; 2026Q2: 4,295 shares 4,295 $1.83M 0.17% -53 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: 2,594 shares; 2024Q4: 7,237 shares; 2025Q1: 7,496 shares; 2025Q2: 7,896 shares; 2025Q3: 7,932 shares; 2025Q4: 7,950 shares; 2026Q1: 8,574 shares; 2026Q2: 8,641 shares 8,641 $1.81M 0.16% +67 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: 12,315 shares; 2024Q4: 12,315 shares; 2025Q1: 12,315 shares; 2025Q2: 12,315 shares; 2025Q3: 12,315 shares; 2025Q4: 12,315 shares; 2026Q1: 12,615 shares; 2026Q2: 12,615 shares 12,615 $1.73M 0.16% 0 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: 8,475 shares; 2024Q4: 9,293 shares; 2025Q1: 9,496 shares; 2025Q2: 8,523 shares; 2025Q3: 9,277 shares; 2025Q4: 9,063 shares; 2026Q1: 9,730 shares; 2026Q2: 10,298 shares 10,298 $1.71M 0.15% +568 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: 40,086 shares; 2024Q4: 40,086 shares; 2025Q1: 40,086 shares; 2025Q2: 40,086 shares; 2025Q3: 36,771 shares; 2025Q4: 36,771 shares; 2026Q1: 28,941 shares; 2026Q2: 28,941 shares 28,941 $1.71M 0.15% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,223 shares; 2024Q4: 25,412 shares; 2025Q1: 25,116 shares; 2025Q2: 24,288 shares; 2025Q3: 24,301 shares; 2025Q4: 24,315 shares; 2026Q1: 24,455 shares; 2026Q2: 24,602 shares 24,602 $1.7M 0.15% +147 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: 20,198 shares; 2024Q4: 19,901 shares; 2025Q1: 21,661 shares; 2025Q2: 21,674 shares; 2025Q3: 21,890 shares; 2025Q4: 20,527 shares; 2026Q1: 19,608 shares; 2026Q2: 20,624 shares 20,624 $1.63M 0.15% +1,016 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: 3,325 shares; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: 3,405 shares; 2025Q3: 3,305 shares; 2025Q4: 3,305 shares; 2026Q1: 3,306 shares; 2026Q2: 3,306 shares 3,306 $1.58M 0.14% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,074 shares; 2024Q4: 15,946 shares; 2025Q1: 15,566 shares; 2025Q2: 15,492 shares; 2025Q3: 15,492 shares; 2025Q4: 14,754 shares; 2026Q1: 15,019 shares; 2026Q2: 14,774 shares 14,774 $1.52M 0.14% -245 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.14% 0 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: 366 shares; 2024Q4: 396 shares; 2025Q1: 428 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 406 shares; 2026Q1: 496 shares; 2026Q2: 4,958 shares 4,958 $1.5M 0.14% +4,462 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: 3,056 shares; 2024Q4: 4,460 shares; 2025Q1: 4,559 shares; 2025Q2: 4,496 shares; 2025Q3: 4,622 shares; 2025Q4: 4,268 shares; 2026Q1: 4,651 shares; 2026Q2: 4,220 shares 4,220 $1.49M 0.13% -431 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: 6,760 shares; 2024Q4: 6,947 shares; 2025Q1: 7,290 shares; 2025Q2: 7,397 shares; 2025Q3: 7,427 shares; 2025Q4: 7,443 shares; 2026Q1: 7,848 shares; 2026Q2: 7,827 shares 7,827 $1.48M 0.13% -21 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: 7,657 shares; 2024Q4: 8,023 shares; 2025Q1: 8,368 shares; 2025Q2: 8,529 shares; 2025Q3: 8,455 shares; 2025Q4: 7,982 shares; 2026Q1: 8,532 shares; 2026Q2: 8,202 shares 8,202 $1.48M 0.13% -330 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: 7,579 shares; 2024Q4: 8,836 shares; 2025Q1: 9,048 shares; 2025Q2: 9,109 shares; 2025Q3: 9,187 shares; 2025Q4: 8,924 shares; 2026Q1: 9,437 shares; 2026Q2: 10,103 shares 10,103 $1.48M 0.13% +666 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,480 shares; 2024Q4: 21,106 shares; 2025Q1: 21,006 shares; 2025Q2: 20,505 shares; 2025Q3: 20,855 shares; 2025Q4: 20,881 shares; 2026Q1: 20,006 shares; 2026Q2: 16,839 shares 16,839 $1.48M 0.13% -3,167 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: 3,560 shares; 2024Q4: 3,581 shares; 2025Q1: 3,740 shares; 2025Q2: 3,662 shares; 2025Q3: 3,670 shares; 2025Q4: 3,726 shares; 2026Q1: 4,053 shares; 2026Q2: 4,049 shares 4,049 $1.47M 0.13% -4 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: 10,603 shares; 2024Q4: 11,025 shares; 2025Q1: 10,954 shares; 2025Q2: 9,475 shares; 2025Q3: 9,779 shares; 2025Q4: 10,204 shares; 2026Q1: 10,983 shares; 2026Q2: 11,140 shares 11,140 $1.43M 0.13% +157 Timeline VOX 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: 7,870 shares; 2024Q4: 7,468 shares; 2025Q1: 7,611 shares; 2025Q2: 7,470 shares; 2025Q3: 7,470 shares; 2025Q4: 7,453 shares; 2026Q1: 7,414 shares; 2026Q2: 7,702 shares 7,702 $1.42M 0.13% +288 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,350 shares; 2024Q4: 4,402 shares; 2025Q1: 4,312 shares; 2025Q2: 4,515 shares; 2025Q3: 4,509 shares; 2025Q4: 4,569 shares; 2026Q1: 4,751 shares; 2026Q2: 5,423 shares 5,423 $1.39M 0.13% +672 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: 5,047 shares; 2024Q4: 5,049 shares; 2025Q1: 6,561 shares; 2025Q2: 6,561 shares; 2025Q3: 6,332 shares; 2025Q4: 6,225 shares; 2026Q1: 6,308 shares; 2026Q2: 6,228 shares 6,228 $1.36M 0.12% -80 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: 9,724 shares; 2024Q4: 10,204 shares; 2025Q1: 10,395 shares; 2025Q2: 10,288 shares; 2025Q3: 10,093 shares; 2025Q4: 9,434 shares; 2026Q1: 9,455 shares; 2026Q2: 9,060 shares 9,060 $1.33M 0.12% -395 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: 42 shares; 2024Q4: 1,090 shares; 2025Q1: 1,153 shares; 2025Q2: 1,125 shares; 2025Q3: 1,134 shares; 2025Q4: 1,137 shares; 2026Q1: 1,304 shares; 2026Q2: 1,313 shares 1,313 $1.33M 0.12% +9 Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS 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: 17,774 shares; 2026Q1: 17,774 shares; 2026Q2: 17,774 shares 17,774 $1.26M 0.11% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,994 shares; 2024Q4: 41,734 shares; 2025Q1: 41,535 shares; 2025Q2: 39,802 shares; 2025Q3: 40,045 shares; 2025Q4: 40,133 shares; 2026Q1: 40,245 shares; 2026Q2: 40,404 shares 40,404 $1.25M 0.11% +159 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: 3,845 shares; 2024Q4: 4,065 shares; 2025Q1: 4,448 shares; 2025Q2: 4,412 shares; 2025Q3: 4,494 shares; 2025Q4: 4,504 shares; 2026Q1: 5,186 shares; 2026Q2: 4,882 shares 4,882 $1.23M 0.11% -304 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: 6,983 shares; 2024Q4: 6,847 shares; 2025Q1: 6,807 shares; 2025Q2: 6,820 shares; 2025Q3: 7,178 shares; 2025Q4: 7,729 shares; 2026Q1: 7,740 shares; 2026Q2: 7,752 shares 7,752 $1.21M 0.11% +12 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: 2,428 shares; 2024Q4: 11,522 shares; 2025Q1: 11,298 shares; 2025Q2: 11,175 shares; 2025Q3: 14,004 shares; 2025Q4: 13,918 shares; 2026Q1: 15,207 shares; 2026Q2: 15,444 shares 15,444 $1.2M 0.11% +237 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: 7,924 shares; 2024Q4: 7,935 shares; 2025Q1: 9,066 shares; 2025Q2: 9,199 shares; 2025Q3: 9,222 shares; 2025Q4: 11,112 shares; 2026Q1: 11,899 shares; 2026Q2: 11,800 shares 11,800 $1.14M 0.1% -99 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: 7,024 shares; 2024Q4: 7,392 shares; 2025Q1: 7,325 shares; 2025Q2: 7,332 shares; 2025Q3: 7,411 shares; 2025Q4: 7,374 shares; 2026Q1: 8,066 shares; 2026Q2: 8,102 shares 8,102 $1.13M 0.1% +36 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: 9,090 shares; 2024Q4: 9,059 shares; 2025Q1: 8,937 shares; 2025Q2: 8,447 shares; 2025Q3: 7,948 shares; 2025Q4: 6,201 shares; 2026Q1: 5,181 shares; 2026Q2: 4,540 shares 4,540 $1.1M 0.1% -641 Timeline VDC 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: 5,753 shares; 2024Q4: 5,743 shares; 2025Q1: 5,743 shares; 2025Q2: 5,690 shares; 2025Q3: 5,562 shares; 2025Q4: 5,562 shares; 2026Q1: 5,562 shares; 2026Q2: 4,782 shares 4,782 $1.08M 0.1% -780 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: 11,532 shares; 2024Q4: 11,644 shares; 2025Q1: 12,007 shares; 2025Q2: 12,112 shares; 2025Q3: 11,947 shares; 2025Q4: 12,046 shares; 2026Q1: 11,979 shares; 2026Q2: 12,103 shares 12,103 $1.06M 0.1% +124 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,617 shares; 2024Q4: 19,650 shares; 2025Q1: 21,444 shares; 2025Q2: 21,365 shares; 2025Q3: 21,316 shares; 2025Q4: 20,440 shares; 2026Q1: 20,681 shares; 2026Q2: 20,865 shares 20,865 $1.06M 0.1% +184 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: 14,041 shares; 2024Q4: 27,327 shares; 2025Q1: 26,961 shares; 2025Q2: 28,853 shares; 2025Q3: 28,885 shares; 2025Q4: 28,929 shares; 2026Q1: 29,032 shares; 2026Q2: 29,333 shares 29,333 $1.06M 0.1% +301 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,645 shares; 2024Q4: 6,159 shares; 2025Q1: 9,346 shares; 2025Q2: 9,346 shares; 2025Q3: 9,421 shares; 2025Q4: 8,602 shares; 2026Q1: 8,580 shares; 2026Q2: 9,573 shares 9,573 $1.02M 0.09% +993 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 844 shares; 2024Q4: 850 shares; 2025Q1: 845 shares; 2025Q2: 873 shares; 2025Q3: 818 shares; 2025Q4: 812 shares; 2026Q1: 883 shares; 2026Q2: 898 shares 898 $1.02M 0.09% +15 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,580 shares; 2024Q4: 10,580 shares; 2025Q1: 10,584 shares; 2025Q2: 10,588 shares; 2025Q3: 10,593 shares; 2025Q4: 10,597 shares; 2026Q1: 10,600 shares; 2026Q2: 10,604 shares 10,604 $1.01M 0.09% +4 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: 1,962 shares; 2024Q4: 2,061 shares; 2025Q1: 2,385 shares; 2025Q2: 2,382 shares; 2025Q3: 2,391 shares; 2025Q4: 2,399 shares; 2026Q1: 2,688 shares; 2026Q2: 2,703 shares 2,703 $1.01M 0.09% +15 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,918 shares; 2024Q4: 10,918 shares; 2025Q1: 10,918 shares; 2025Q2: 10,648 shares; 2025Q3: 10,648 shares; 2025Q4: 10,648 shares; 2026Q1: 10,483 shares; 2026Q2: 10,281 shares 10,281 $1.01M 0.09% -202 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,530 shares; 2024Q4: 33,204 shares; 2025Q1: 31,207 shares; 2025Q2: 31,393 shares; 2025Q3: 27,356 shares; 2025Q4: 26,930 shares; 2026Q1: 26,978 shares; 2026Q2: 27,764 shares 27,764 $1.01M 0.09% +786 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 9,014 shares; 2026Q1: 9,076 shares; 2026Q2: 9,081 shares 9,081 $994K 0.09% +5 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 7,982 shares; 2025Q4: 14,113 shares; 2026Q1: 14,113 shares; 2026Q2: 14,136 shares 14,136 $988K 0.09% +23 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,448 shares 19,448 $982K 0.09% 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: 4,183 shares; 2024Q4: 4,183 shares; 2025Q1: 4,183 shares; 2025Q2: 4,183 shares; 2025Q3: 3,948 shares; 2025Q4: 3,948 shares; 2026Q1: 3,941 shares; 2026Q2: 3,941 shares 3,941 $955K 0.09% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,322 shares; 2024Q4: 2,422 shares; 2025Q1: 2,462 shares; 2025Q2: 1,693 shares; 2025Q3: 2,084 shares; 2025Q4: 1,603 shares; 2026Q1: 1,379 shares; 2026Q2: 2,297 shares 2,297 $955K 0.09% +918 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,082 shares; 2024Q4: 10,141 shares; 2025Q1: 10,201 shares; 2025Q2: 10,262 shares; 2025Q3: 10,245 shares; 2025Q4: 10,245 shares; 2026Q1: 10,448 shares; 2026Q2: 10,454 shares 10,454 $953K 0.09% +6 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: 451 shares; 2024Q4: 468 shares; 2025Q1: 470 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares; 2026Q2: 468 shares 468 $931K 0.08% 0 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: 14,638 shares; 2024Q4: 13,878 shares; 2025Q1: 11,193 shares; 2025Q2: 11,011 shares; 2025Q3: 10,476 shares; 2025Q4: 10,543 shares; 2026Q1: 10,441 shares; 2026Q2: 11,133 shares 11,133 $922K 0.08% +692 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,085 shares; 2024Q4: 4,500 shares; 2025Q1: 3,503 shares; 2025Q2: 3,503 shares; 2025Q3: 3,503 shares; 2025Q4: 3,715 shares; 2026Q1: 9,034 shares; 2026Q2: 8,955 shares 8,955 $907K 0.08% -79 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: 3,001 shares; 2024Q4: 3,028 shares; 2025Q1: 3,157 shares; 2025Q2: 3,003 shares; 2025Q3: 2,974 shares; 2025Q4: 2,975 shares; 2026Q1: 3,299 shares; 2026Q2: 3,314 shares 3,314 $901K 0.08% +15 Timeline FNDA 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: 14,196 shares; 2024Q4: 28,466 shares; 2025Q1: 25,706 shares; 2025Q2: 25,715 shares; 2025Q3: 23,444 shares; 2025Q4: 23,479 shares; 2026Q1: 23,462 shares; 2026Q2: 23,472 shares 23,472 $893K 0.08% +10 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 721 shares; 2024Q4: 722 shares; 2025Q1: 731 shares; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 911 shares; 2026Q1: 1,094 shares; 2026Q2: 1,385 shares 1,385 $885K 0.08% +291 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,722 shares; 2024Q4: 5,722 shares; 2025Q1: 5,542 shares; 2025Q2: 5,542 shares; 2025Q3: 5,542 shares; 2025Q4: 5,542 shares; 2026Q1: 5,542 shares; 2026Q2: 5,542 shares 5,542 $869K 0.08% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,845 shares; 2024Q4: 42,983 shares; 2025Q1: 43,478 shares; 2025Q2: 43,761 shares; 2025Q3: 43,670 shares; 2025Q4: 43,411 shares; 2026Q1: 46,391 shares; 2026Q2: 41,928 shares 41,928 $868K 0.08% -4,463 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: 1,538 shares; 2024Q4: 1,488 shares; 2025Q1: 1,318 shares; 2025Q2: 1,218 shares; 2025Q3: 901 shares; 2025Q4: 945 shares; 2026Q1: 998 shares; 2026Q2: 1,154 shares 1,154 $862K 0.08% +156 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,520 shares; 2024Q4: 16,705 shares; 2025Q1: 16,738 shares; 2025Q2: 16,788 shares; 2025Q3: 16,838 shares; 2025Q4: 22,215 shares; 2026Q1: 33,960 shares; 2026Q2: 33,960 shares 33,960 $857K 0.08% 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: 2,184 shares; 2024Q4: 2,213 shares; 2025Q1: 2,222 shares; 2025Q2: 2,256 shares; 2025Q3: 2,276 shares; 2025Q4: 2,282 shares; 2026Q1: 2,401 shares; 2026Q2: 2,394 shares 2,394 $848K 0.08% -7 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: 2,249 shares; 2024Q4: 2,658 shares; 2025Q1: 4,319 shares; 2025Q2: 3,552 shares; 2025Q3: 3,630 shares; 2025Q4: 3,824 shares; 2026Q1: 5,800 shares; 2026Q2: 6,069 shares 6,069 $847K 0.08% +269 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: 478 shares; 2024Q4: 528 shares; 2025Q1: 552 shares; 2025Q2: 610 shares; 2025Q3: 612 shares; 2025Q4: 617 shares; 2026Q1: 711 shares; 2026Q2: 712 shares 712 $836K 0.08% +1 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: 3,627 shares; 2024Q4: 3,627 shares; 2025Q1: 3,627 shares; 2025Q2: 3,627 shares; 2025Q3: 3,627 shares; 2025Q4: 3,627 shares; 2026Q1: 3,627 shares; 2026Q2: 3,627 shares 3,627 $824K 0.07% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,548 shares; 2024Q4: 1,561 shares; 2025Q1: 1,557 shares; 2025Q2: 1,582 shares; 2025Q3: 1,509 shares; 2025Q4: 1,449 shares; 2026Q1: 1,596 shares; 2026Q2: 1,595 shares 1,595 $813K 0.07% -1 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: 1,570 shares; 2024Q4: 1,660 shares; 2025Q1: 1,702 shares; 2025Q2: 1,740 shares; 2025Q3: 1,749 shares; 2025Q4: 1,740 shares; 2026Q1: 1,905 shares; 2026Q2: 1,906 shares 1,906 $812K 0.07% +1 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,320 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares; 2026Q1: 3,338 shares; 2026Q2: 3,338 shares 3,338 $809K 0.07% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,876 shares; 2024Q4: 2,115 shares; 2025Q1: 2,730 shares; 2025Q2: 2,396 shares; 2025Q3: 2,356 shares; 2025Q4: 2,389 shares; 2026Q1: 2,928 shares; 2026Q2: 2,863 shares 2,863 $805K 0.07% -65 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 283 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 255 shares; 2026Q1: 270 shares; 2026Q2: 351 shares 351 $798K 0.07% +81 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 782 shares; 2024Q4: 3,136 shares; 2025Q1: 3,141 shares; 2025Q2: 3,153 shares; 2025Q3: 3,142 shares; 2025Q4: 3,093 shares; 2026Q1: 3,314 shares; 2026Q2: 3,321 shares 3,321 $794K 0.07% +7 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,048 shares; 2025Q2: 24,505 shares; 2025Q3: 23,277 shares; 2025Q4: 20,717 shares; 2026Q1: 20,717 shares; 2026Q2: 20,447 shares 20,447 $793K 0.07% -270 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: 905 shares; 2024Q4: 982 shares; 2025Q1: 1,035 shares; 2025Q2: 1,033 shares; 2025Q3: 1,043 shares; 2025Q4: 10,235 shares; 2026Q1: 12,016 shares; 2026Q2: 11,105 shares 11,105 $793K 0.07% -911 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: 6,197 shares; 2024Q4: 6,221 shares; 2025Q1: 6,222 shares; 2025Q2: 6,223 shares; 2025Q3: 6,224 shares; 2025Q4: 6,992 shares; 2026Q1: 9,042 shares; 2026Q2: 13,222 shares 13,222 $789K 0.07% +4,180 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,988 shares; 2024Q4: 10,206 shares; 2025Q1: 10,910 shares; 2025Q2: 10,424 shares; 2025Q3: 10,515 shares; 2025Q4: 10,517 shares; 2026Q1: 10,824 shares; 2026Q2: 10,083 shares 10,083 $789K 0.07% -741 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: 1,501 shares; 2024Q4: 1,502 shares; 2025Q1: 1,363 shares; 2025Q2: 1,458 shares; 2025Q3: 1,822 shares; 2025Q4: 1,823 shares; 2026Q1: 1,824 shares; 2026Q2: 8,890 shares 8,890 $781K 0.07% +7,066 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,016 shares; 2024Q4: 3,245 shares; 2025Q1: 2,888 shares; 2025Q2: 3,073 shares; 2025Q3: 2,213 shares; 2025Q4: 2,224 shares; 2026Q1: 2,594 shares; 2026Q2: 2,616 shares 2,616 $779K 0.07% +22 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,030 shares; 2024Q4: 10,849 shares; 2025Q1: 10,713 shares; 2025Q2: 10,728 shares; 2025Q3: 11,994 shares; 2025Q4: 11,813 shares; 2026Q1: 32,013 shares; 2026Q2: 32,027 shares 32,027 $773K 0.07% +14 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: 6,138 shares; 2024Q4: 7,375 shares; 2025Q1: 8,932 shares; 2025Q2: 8,707 shares; 2025Q3: 9,187 shares; 2025Q4: 11,393 shares; 2026Q1: 13,069 shares; 2026Q2: 13,418 shares 13,418 $765K 0.07% +349 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 596 shares; 2024Q4: 7,335 shares; 2025Q1: 7,558 shares; 2025Q2: 7,774 shares; 2025Q3: 7,775 shares; 2025Q4: 7,729 shares; 2026Q1: 8,344 shares; 2026Q2: 8,211 shares 8,211 $758K 0.07% -133 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,620 shares; 2024Q4: 5,648 shares; 2025Q1: 5,731 shares; 2025Q2: 5,474 shares; 2025Q3: 5,685 shares; 2025Q4: 5,035 shares; 2026Q1: 5,689 shares; 2026Q2: 7,221 shares 7,221 $751K 0.07% +1,532 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,662 shares; 2024Q4: 19,662 shares; 2025Q1: 19,662 shares; 2025Q2: 19,662 shares; 2025Q3: 19,662 shares; 2025Q4: 19,662 shares; 2026Q1: 29,142 shares; 2026Q2: 29,142 shares 29,142 $750K 0.07% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,190 shares; 2024Q4: 1,995 shares; 2025Q1: 8,705 shares; 2025Q2: 6,896 shares; 2025Q3: 7,149 shares; 2025Q4: 7,460 shares; 2026Q1: 8,016 shares; 2026Q2: 8,031 shares 8,031 $750K 0.07% +15 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,174 shares; 2024Q4: 4,246 shares; 2025Q1: 4,466 shares; 2025Q2: 4,279 shares; 2025Q3: 4,296 shares; 2025Q4: 4,257 shares; 2026Q1: 4,486 shares; 2026Q2: 4,607 shares 4,607 $746K 0.07% +121 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: 9,937 shares; 2024Q4: 10,097 shares; 2025Q1: 9,926 shares; 2025Q2: 10,198 shares; 2025Q3: 9,782 shares; 2025Q4: 9,573 shares; 2026Q1: 10,258 shares; 2026Q2: 10,327 shares 10,327 $743K 0.07% +69 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: 1,377 shares; 2024Q4: 1,446 shares; 2025Q1: 1,530 shares; 2025Q2: 1,299 shares; 2025Q3: 1,465 shares; 2025Q4: 1,471 shares; 2026Q1: 1,564 shares; 2026Q2: 1,475 shares 1,475 $740K 0.07% -89 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,545 shares; 2024Q4: 8,651 shares; 2025Q1: 15,316 shares; 2025Q2: 10,205 shares; 2025Q3: 9,005 shares; 2025Q4: 11,023 shares; 2026Q1: 16,162 shares; 2026Q2: 14,608 shares 14,608 $739K 0.07% -1,554 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,428 shares; 2024Q4: 37,428 shares; 2025Q1: 37,456 shares; 2025Q2: 37,464 shares; 2025Q3: 37,464 shares; 2025Q4: 37,481 shares; 2026Q1: 37,993 shares; 2026Q2: 38,058 shares 38,058 $726K 0.07% +65 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,116 shares; 2024Q4: 6,240 shares; 2025Q1: 6,349 shares; 2025Q2: 6,138 shares; 2025Q3: 6,208 shares; 2025Q4: 6,168 shares; 2026Q1: 6,487 shares; 2026Q2: 6,513 shares 6,513 $697K 0.06% +26 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: 5,200 shares; 2024Q4: 5,035 shares; 2025Q1: 5,184 shares; 2025Q2: 5,150 shares; 2025Q3: 5,170 shares; 2025Q4: 5,083 shares; 2026Q1: 5,469 shares; 2026Q2: 5,477 shares 5,477 $693K 0.06% +8 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,631 shares; 2025Q1: 12,015 shares; 2025Q2: 12,227 shares; 2025Q3: 14,166 shares; 2025Q4: 14,081 shares; 2026Q1: 13,486 shares; 2026Q2: 13,486 shares 13,486 $682K 0.06% 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: 3,436 shares; 2024Q4: 3,436 shares; 2025Q1: 2,201 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 1,816 shares; 2026Q1: 1,826 shares; 2026Q2: 1,826 shares 1,826 $673K 0.06% 0 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,399 shares; 2024Q4: 5,844 shares; 2025Q1: 7,839 shares; 2025Q2: 7,843 shares; 2025Q3: 7,773 shares; 2025Q4: 7,086 shares; 2026Q1: 7,087 shares; 2026Q2: 7,088 shares 7,088 $669K 0.06% +1 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: 3,027 shares; 2024Q4: 2,527 shares; 2025Q1: 1,915 shares; 2025Q2: 1,915 shares; 2025Q3: 1,927 shares; 2025Q4: 1,924 shares; 2026Q1: 2,635 shares; 2026Q2: 2,635 shares 2,635 $665K 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: 7,516 shares; 2024Q4: 7,633 shares; 2025Q1: 7,655 shares; 2025Q2: 7,708 shares; 2025Q3: 7,744 shares; 2025Q4: 7,871 shares; 2026Q1: 7,882 shares; 2026Q2: 7,918 shares 7,918 $663K 0.06% +36 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: 336 shares; 2024Q4: 344 shares; 2025Q1: 462 shares; 2025Q2: 448 shares; 2025Q3: 456 shares; 2025Q4: 435 shares; 2026Q1: 585 shares; 2026Q2: 682 shares 682 $658K 0.06% +97 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,024 shares; 2024Q4: 11,033 shares; 2025Q1: 11,033 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 8,314 shares; 2026Q1: 12,972 shares; 2026Q2: 12,972 shares 12,972 $657K 0.06% 0 Timeline EIPX 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: 25,308 shares; 2024Q4: 25,505 shares; 2025Q1: 20,003 shares; 2025Q2: 20,179 shares; 2025Q3: 20,350 shares; 2025Q4: 20,507 shares; 2026Q1: 20,638 shares; 2026Q2: 20,796 shares 20,796 $651K 0.06% +158 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $643K 0.06% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 14,955 shares; 2026Q1: 27,720 shares; 2026Q2: 27,720 shares 27,720 $642K 0.06% 0 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: 2,118 shares; 2024Q4: 2,302 shares; 2025Q1: 2,352 shares; 2025Q2: 2,714 shares; 2025Q3: 2,722 shares; 2025Q4: 2,730 shares; 2026Q1: 3,483 shares; 2026Q2: 3,520 shares 3,520 $621K 0.06% +37 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: 5,143 shares; 2024Q4: 5,969 shares; 2025Q1: 6,571 shares; 2025Q2: 6,386 shares; 2025Q3: 6,444 shares; 2025Q4: 6,425 shares; 2026Q1: 7,496 shares; 2026Q2: 7,425 shares 7,425 $614K 0.06% -71 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: 653 shares; 2024Q4: 2,635 shares; 2025Q1: 3,158 shares; 2025Q2: 4,020 shares; 2025Q3: 3,996 shares; 2025Q4: 4,442 shares; 2026Q1: 5,122 shares; 2026Q2: 5,136 shares 5,136 $599K 0.05% +14 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: 2,070 shares; 2024Q4: 2,119 shares; 2025Q1: 2,155 shares; 2025Q2: 2,178 shares; 2025Q3: 2,245 shares; 2025Q4: 2,306 shares; 2026Q1: 2,571 shares; 2026Q2: 2,665 shares 2,665 $594K 0.05% +94 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 230 shares; 2025Q1: 233 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 632 shares; 2026Q2: 773 shares 773 $590K 0.05% +141 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: 2,876 shares; 2024Q4: 3,087 shares; 2025Q1: 3,272 shares; 2025Q2: 3,227 shares; 2025Q3: 3,116 shares; 2025Q4: 3,203 shares; 2026Q1: 3,846 shares; 2026Q2: 3,876 shares 3,876 $587K 0.05% +30 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: 3,839 shares; 2024Q4: 5,982 shares; 2025Q1: 5,982 shares; 2025Q2: 5,982 shares; 2025Q3: 5,982 shares; 2025Q4: 5,982 shares; 2026Q1: 5,982 shares; 2026Q2: 6,074 shares 6,074 $586K 0.05% +92 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,687 shares; 2024Q4: 12,308 shares; 2025Q1: 12,159 shares; 2025Q2: 11,715 shares; 2025Q3: 11,599 shares; 2025Q4: 11,759 shares; 2026Q1: 14,784 shares; 2026Q2: 13,798 shares 13,798 $584K 0.05% -986 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,288 shares; 2024Q4: 10,305 shares; 2025Q1: 10,346 shares; 2025Q2: 10,394 shares; 2025Q3: 10,441 shares; 2025Q4: 10,477 shares; 2026Q1: 10,477 shares; 2026Q2: 10,477 shares 10,477 $576K 0.05% 0 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: 234 shares; 2024Q4: 287 shares; 2025Q1: 339 shares; 2025Q2: 1,130 shares; 2025Q3: 1,137 shares; 2025Q4: 1,103 shares; 2026Q1: 1,236 shares; 2026Q2: 1,325 shares 1,325 $572K 0.05% +89 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,394 shares; 2024Q4: 3,934 shares; 2025Q1: 4,796 shares; 2025Q2: 4,767 shares; 2025Q3: 4,966 shares; 2025Q4: 4,963 shares; 2026Q1: 5,340 shares; 2026Q2: 4,711 shares 4,711 $553K 0.05% -629 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851 shares; 2024Q4: 934 shares; 2025Q1: 981 shares; 2025Q2: 999 shares; 2025Q3: 1,015 shares; 2025Q4: 746 shares; 2026Q1: 1,037 shares; 2026Q2: 1,066 shares 1,066 $553K 0.05% +29 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: 484 shares; 2024Q4: 4,710 shares; 2025Q1: 6,385 shares; 2025Q2: 6,619 shares; 2025Q3: 6,281 shares; 2025Q4: 6,281 shares; 2026Q1: 6,226 shares; 2026Q2: 7,447 shares 7,447 $547K 0.05% +1,221 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: 2,546 shares; 2025Q2: 2,856 shares; 2025Q3: 2,891 shares; 2025Q4: 2,855 shares; 2026Q1: 3,081 shares; 2026Q2: 3,180 shares 3,180 $540K 0.05% +99 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,724 shares; 2024Q4: 9,409 shares; 2025Q1: 9,469 shares; 2025Q2: 8,736 shares; 2025Q3: 8,959 shares; 2025Q4: 8,421 shares; 2026Q1: 9,869 shares; 2026Q2: 9,306 shares 9,306 $536K 0.05% -563 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,058 shares; 2024Q4: 1,157 shares; 2025Q1: 1,148 shares; 2025Q2: 1,203 shares; 2025Q3: 1,307 shares; 2025Q4: 1,329 shares; 2026Q1: 1,432 shares; 2026Q2: 1,575 shares 1,575 $533K 0.05% +143 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: 6,957 shares; 2024Q4: 7,372 shares; 2025Q1: 7,555 shares; 2025Q2: 7,681 shares; 2025Q3: 7,343 shares; 2025Q4: 7,172 shares; 2026Q1: 6,773 shares; 2026Q2: 5,795 shares 5,795 $526K 0.05% -978 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,235 shares; 2024Q4: 7,236 shares; 2025Q1: 7,268 shares; 2025Q2: 7,269 shares; 2025Q3: 7,309 shares; 2025Q4: 7,310 shares; 2026Q1: 7,311 shares; 2026Q2: 6,912 shares 6,912 $524K 0.05% -399 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,115 shares; 2024Q4: 10,785 shares; 2025Q1: 10,785 shares; 2025Q2: 10,785 shares; 2025Q3: 10,785 shares; 2025Q4: 10,785 shares; 2026Q1: 10,785 shares; 2026Q2: 10,785 shares 10,785 $521K 0.05% 0 Timeline BBCA 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: 5,070 shares; 2024Q4: 5,070 shares; 2025Q1: 5,197 shares; 2025Q2: 5,197 shares; 2025Q3: 5,197 shares; 2025Q4: 5,197 shares; 2026Q1: 5,294 shares; 2026Q2: 5,197 shares 5,197 $517K 0.05% -97 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: 716 shares; 2024Q4: 751 shares; 2025Q1: 796 shares; 2025Q2: 1,162 shares; 2025Q3: 1,211 shares; 2025Q4: 2,194 shares; 2026Q1: 2,194 shares; 2026Q2: 2,689 shares 2,689 $512K 0.05% +495 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,423 shares; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares; 2026Q1: 2,423 shares; 2026Q2: 2,423 shares 2,423 $501K 0.05% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,737 shares; 2024Q4: 6,737 shares; 2025Q1: 6,782 shares; 2025Q2: 6,836 shares; 2025Q3: 6,782 shares; 2025Q4: 6,782 shares; 2026Q1: 6,782 shares; 2026Q2: 6,645 shares 6,645 $498K 0.05% -137 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,608 shares; 2024Q4: 1,760 shares; 2025Q1: 1,793 shares; 2025Q2: 1,846 shares; 2025Q3: 1,836 shares; 2025Q4: 1,779 shares; 2026Q1: 2,081 shares; 2026Q2: 1,828 shares 1,828 $494K 0.04% -253 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,529 shares; 2024Q4: 3,620 shares; 2025Q1: 3,935 shares; 2025Q2: 4,257 shares; 2025Q3: 4,257 shares; 2025Q4: 4,286 shares; 2026Q1: 5,111 shares; 2026Q2: 5,254 shares 5,254 $492K 0.04% +143 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: 3,164 shares; 2024Q4: 3,261 shares; 2025Q1: 3,272 shares; 2025Q2: 3,477 shares; 2025Q3: 2,824 shares; 2025Q4: 2,778 shares; 2026Q1: 2,752 shares; 2026Q2: 2,555 shares 2,555 $487K 0.04% -197 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: 783 shares; 2024Q4: 1,032 shares; 2025Q1: 1,072 shares; 2025Q2: 1,079 shares; 2025Q3: 1,190 shares; 2025Q4: 1,189 shares; 2026Q1: 1,831 shares; 2026Q2: 1,861 shares 1,861 $475K 0.04% +30 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,220 shares; 2025Q1: 3,265 shares; 2025Q2: 3,267 shares; 2025Q3: 3,282 shares; 2025Q4: 3,288 shares; 2026Q1: 3,342 shares; 2026Q2: 2,908 shares 2,908 $474K 0.04% -434 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: 425 shares; 2024Q4: 450 shares; 2025Q1: 469 shares; 2025Q2: 421 shares; 2025Q3: 437 shares; 2025Q4: 442 shares; 2026Q1: 466 shares; 2026Q2: 484 shares 484 $473K 0.04% +18 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: 509 shares; 2024Q4: 555 shares; 2025Q1: 574 shares; 2025Q2: 555 shares; 2025Q3: 542 shares; 2025Q4: 661 shares; 2026Q1: 764 shares; 2026Q2: 742 shares 742 $471K 0.04% -22 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: 780 shares; 2024Q4: 816 shares; 2025Q1: 860 shares; 2025Q2: 833 shares; 2025Q3: 829 shares; 2025Q4: 831 shares; 2026Q1: 946 shares; 2026Q2: 947 shares 947 $465K 0.04% +1 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,315 shares; 2024Q4: 1,366 shares; 2025Q1: 1,446 shares; 2025Q2: 2,199 shares; 2025Q3: 2,214 shares; 2025Q4: 2,226 shares; 2026Q1: 2,431 shares; 2026Q2: 2,289 shares 2,289 $459K 0.04% -142 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: 2,969 shares; 2024Q4: 3,089 shares; 2025Q1: 3,449 shares; 2025Q2: 3,462 shares; 2025Q3: 3,383 shares; 2025Q4: 3,559 shares; 2026Q1: 3,735 shares; 2026Q2: 2,470 shares 2,470 $456K 0.04% -1,265 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: 4,062 shares; 2024Q4: 4,176 shares; 2025Q1: 4,164 shares; 2025Q2: 4,210 shares; 2025Q3: 4,097 shares; 2025Q4: 4,223 shares; 2026Q1: 4,406 shares; 2026Q2: 4,415 shares 4,415 $451K 0.04% +9 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,512 shares; 2025Q3: 2,512 shares; 2025Q4: 2,512 shares; 2026Q1: 2,512 shares; 2026Q2: 2,512 shares 2,512 $444K 0.04% 0 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: 3,634 shares; 2024Q4: 3,600 shares; 2025Q1: 3,617 shares; 2025Q2: 3,617 shares; 2025Q3: 3,617 shares; 2025Q4: 3,617 shares; 2026Q1: 3,617 shares; 2026Q2: 3,617 shares 3,617 $439K 0.04% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,355 shares; 2025Q3: 1,356 shares; 2025Q4: 1,309 shares; 2026Q1: 1,432 shares; 2026Q2: 1,390 shares 1,390 $438K 0.04% -42 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 7,712 shares; 2026Q1: 8,790 shares; 2026Q2: 8,790 shares 8,790 $436K 0.04% 0 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: 2,661 shares; 2024Q4: 2,793 shares; 2025Q1: 6,614 shares; 2025Q2: 6,570 shares; 2025Q3: 6,487 shares; 2025Q4: 6,475 shares; 2026Q1: 6,488 shares; 2026Q2: 7,362 shares 7,362 $428K 0.04% +874 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,295 shares; 2024Q4: 7,295 shares; 2025Q1: 7,295 shares; 2025Q2: 7,295 shares; 2025Q3: 7,295 shares; 2025Q4: 17,570 shares; 2026Q1: 17,570 shares; 2026Q2: 17,570 shares 17,570 $426K 0.04% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $419K 0.04% 0 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: 4,094 shares; 2024Q4: 4,005 shares; 2025Q1: 4,610 shares; 2025Q2: 4,171 shares; 2025Q3: 4,715 shares; 2025Q4: 4,435 shares; 2026Q1: 4,616 shares; 2026Q2: 3,071 shares 3,071 $416K 0.04% -1,545 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: 2,648 shares; 2024Q4: 2,663 shares; 2025Q1: 2,590 shares; 2025Q2: 2,761 shares; 2025Q3: 2,564 shares; 2025Q4: 2,729 shares; 2026Q1: 3,163 shares; 2026Q2: 3,183 shares 3,183 $416K 0.04% +20 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: 873 shares; 2024Q4: 921 shares; 2025Q1: 944 shares; 2025Q2: 938 shares; 2025Q3: 986 shares; 2025Q4: 1,041 shares; 2026Q1: 1,241 shares; 2026Q2: 1,218 shares 1,218 $415K 0.04% -23 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,381 shares; 2024Q4: 2,530 shares; 2025Q1: 2,424 shares; 2025Q2: 2,435 shares; 2025Q3: 2,440 shares; 2025Q4: 2,439 shares; 2026Q1: 2,797 shares; 2026Q2: 2,800 shares 2,800 $409K 0.04% +3 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: 5,813 shares; 2024Q4: 5,813 shares; 2025Q1: 5,813 shares; 2025Q2: 6,081 shares; 2025Q3: 5,926 shares; 2025Q4: 5,926 shares; 2026Q1: 5,926 shares; 2026Q2: 5,926 shares 5,926 $405K 0.04% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,870 shares; 2026Q1: 10,870 shares; 2026Q2: 10,870 shares 10,870 $405K 0.04% 0 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,429 shares; 2024Q4: 14,429 shares; 2025Q1: 14,429 shares; 2025Q2: 14,429 shares; 2025Q3: 14,429 shares; 2025Q4: 14,429 shares; 2026Q1: 14,429 shares; 2026Q2: 11,975 shares 11,975 $398K 0.04% -2,454 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: 280 shares; 2024Q4: 876 shares; 2025Q1: 1,020 shares; 2025Q2: 1,103 shares; 2025Q3: 975 shares; 2025Q4: 948 shares; 2026Q1: 728 shares; 2026Q2: 1,164 shares 1,164 $397K 0.04% +436 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,148 shares; 2024Q4: 4,307 shares; 2025Q1: 4,585 shares; 2025Q2: 4,486 shares; 2025Q3: 4,481 shares; 2025Q4: 4,503 shares; 2026Q1: 6,523 shares; 2026Q2: 6,999 shares 6,999 $395K 0.04% +476 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $392K 0.04% 0 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,546 shares; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,523 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $391K 0.04% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,136 shares; 2026Q1: 1,136 shares; 2026Q2: 1,136 shares 1,136 $385K 0.03% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,648 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,651 shares; 2026Q1: 3,651 shares; 2026Q2: 3,651 shares 3,651 $383K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,249 shares; 2024Q4: 3,690 shares; 2025Q1: 3,685 shares; 2025Q2: 3,654 shares; 2025Q3: 3,628 shares; 2025Q4: 3,520 shares; 2026Q1: 3,726 shares; 2026Q2: 3,947 shares 3,947 $380K 0.03% +221 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: 8,071 shares; 2024Q4: 6,543 shares; 2025Q1: 7,881 shares; 2025Q2: 7,943 shares; 2025Q3: 7,875 shares; 2025Q4: 5,561 shares; 2026Q1: 6,135 shares; 2026Q2: 6,558 shares 6,558 $379K 0.03% +423 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: 3,352 shares; 2024Q4: 3,722 shares; 2025Q1: 5,336 shares; 2025Q2: 5,756 shares; 2025Q3: 5,553 shares; 2025Q4: 5,302 shares; 2026Q1: 3,502 shares; 2026Q2: 3,640 shares 3,640 $377K 0.03% +138 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: not reported; 2024Q4: 5,625 shares; 2025Q1: 5,625 shares; 2025Q2: 5,625 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares; 2026Q1: 4,069 shares; 2026Q2: 4,481 shares 4,481 $368K 0.03% +412 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114 shares; 2024Q4: 117 shares; 2025Q1: 119 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 115 shares; 2026Q1: 118 shares; 2026Q2: 115 shares 115 $368K 0.03% -3 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,012 shares; 2024Q4: 3,010 shares; 2025Q1: 3,000 shares; 2025Q2: 3,017 shares; 2025Q3: 3,021 shares; 2025Q4: 3,017 shares; 2026Q1: 3,136 shares; 2026Q2: 3,160 shares 3,160 $367K 0.03% +24 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: 2,226 shares; 2024Q4: 2,329 shares; 2025Q1: 2,359 shares; 2025Q2: 2,347 shares; 2025Q3: 2,340 shares; 2025Q4: 2,390 shares; 2026Q1: 2,551 shares; 2026Q2: 2,539 shares 2,539 $363K 0.03% -12 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: 2,791 shares; 2024Q4: 2,791 shares; 2025Q1: 2,791 shares; 2025Q2: 2,791 shares; 2025Q3: 2,844 shares; 2025Q4: 2,710 shares; 2026Q1: 2,790 shares; 2026Q2: 2,255 shares 2,255 $358K 0.03% -535 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: 1,207 shares; 2024Q4: 1,261 shares; 2025Q1: 1,135 shares; 2025Q2: 1,199 shares; 2025Q3: 1,201 shares; 2025Q4: 1,202 shares; 2026Q1: 1,314 shares; 2026Q2: 1,443 shares 1,443 $355K 0.03% +129 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,015 shares; 2024Q4: 10,868 shares; 2025Q1: 5,175 shares; 2025Q2: 12,502 shares; 2025Q3: 12,915 shares; 2025Q4: 12,475 shares; 2026Q1: 15,633 shares; 2026Q2: 14,609 shares 14,609 $352K 0.03% -1,024 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares; 2026Q2: 1,054 shares 1,054 $351K 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 342 shares; 2025Q2: 324 shares; 2025Q3: 329 shares; 2025Q4: 330 shares; 2026Q1: 398 shares; 2026Q2: 362 shares 362 $348K 0.03% -36 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: 909 shares; 2024Q4: 912 shares; 2025Q1: 909 shares; 2025Q2: 3,772 shares; 2025Q3: 3,772 shares; 2025Q4: 3,780 shares; 2026Q1: 3,958 shares; 2026Q2: 3,986 shares 3,986 $347K 0.03% +28 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,895 shares; 2024Q4: 7,895 shares; 2025Q1: 7,895 shares; 2025Q2: 7,895 shares; 2025Q3: 7,895 shares; 2025Q4: 7,895 shares; 2026Q1: 7,895 shares; 2026Q2: 7,895 shares 7,895 $343K 0.03% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 86 shares; 2025Q1: 132 shares; 2025Q2: 129 shares; 2025Q3: 308 shares; 2025Q4: 196 shares; 2026Q1: 301 shares; 2026Q2: 652 shares 652 $336K 0.03% +351 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: 552 shares; 2024Q4: 592 shares; 2025Q1: 585 shares; 2025Q2: 603 shares; 2025Q3: 613 shares; 2025Q4: 2,945 shares; 2026Q1: 3,920 shares; 2026Q2: 3,361 shares 3,361 $334K 0.03% -559 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,690 shares; 2024Q4: 2,603 shares; 2025Q1: 2,424 shares; 2025Q2: 2,570 shares; 2025Q3: 1,967 shares; 2025Q4: 2,563 shares; 2026Q1: 2,860 shares; 2026Q2: 3,080 shares 3,080 $331K 0.03% +220 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $329K 0.03% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,868 shares; 2024Q4: 10,873 shares; 2025Q1: 10,879 shares; 2025Q2: 10,884 shares; 2025Q3: 10,890 shares; 2025Q4: 10,896 shares; 2026Q1: 8,901 shares; 2026Q2: 8,906 shares 8,906 $327K 0.03% +5 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,681 shares; 2026Q1: 2,688 shares; 2026Q2: 2,695 shares 2,695 $327K 0.03% +7 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: 286 shares; 2024Q4: 312 shares; 2025Q1: 338 shares; 2025Q2: 360 shares; 2025Q3: 361 shares; 2025Q4: 362 shares; 2026Q1: 452 shares; 2026Q2: 451 shares 451 $325K 0.03% -1 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,354 shares; 2024Q4: 4,665 shares; 2025Q1: 4,550 shares; 2025Q2: 4,378 shares; 2025Q3: 4,380 shares; 2025Q4: 4,403 shares; 2026Q1: 4,885 shares; 2026Q2: 5,370 shares 5,370 $324K 0.03% +485 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: 1,680 shares; 2024Q4: 1,736 shares; 2025Q1: 1,631 shares; 2025Q2: 1,698 shares; 2025Q3: 1,757 shares; 2025Q4: 1,712 shares; 2026Q1: 1,684 shares; 2026Q2: 1,470 shares 1,470 $324K 0.03% -214 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,425 shares; 2024Q4: 2,717 shares; 2025Q1: 2,817 shares; 2025Q2: 2,678 shares; 2025Q3: 2,668 shares; 2025Q4: 2,673 shares; 2026Q1: 2,910 shares; 2026Q2: 2,858 shares 2,858 $323K 0.03% -52 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,331 shares; 2024Q4: 12,331 shares; 2025Q1: 12,331 shares; 2025Q2: 12,585 shares; 2025Q3: 12,800 shares; 2025Q4: 12,800 shares; 2026Q1: 13,833 shares; 2026Q2: 14,012 shares 14,012 $323K 0.03% +179 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 189 shares; 2025Q2: 218 shares; 2025Q3: 219 shares; 2025Q4: 220 shares; 2026Q1: 232 shares; 2026Q2: 233 shares 233 $322K 0.03% +1 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: 2,100 shares; 2024Q4: 1,645 shares; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 1,645 shares; 2026Q1: 1,645 shares; 2026Q2: 1,645 shares 1,645 $322K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,563 shares; 2024Q4: 2,323 shares; 2025Q1: 2,352 shares; 2025Q2: 2,431 shares; 2025Q3: 2,389 shares; 2025Q4: 2,394 shares; 2026Q1: 3,100 shares; 2026Q2: 2,502 shares 2,502 $316K 0.03% -598 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: 1,347 shares; 2024Q4: 1,334 shares; 2025Q1: 1,416 shares; 2025Q2: 1,445 shares; 2025Q3: 1,257 shares; 2025Q4: 1,023 shares; 2026Q1: 1,232 shares; 2026Q2: 1,143 shares 1,143 $315K 0.03% -89 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,400 shares; 2024Q4: 2,270 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares; 2026Q1: 2,028 shares; 2026Q2: 2,028 shares 2,028 $313K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,988 shares; 2024Q4: 2,096 shares; 2025Q1: 2,137 shares; 2025Q2: 2,164 shares; 2025Q3: 2,164 shares; 2025Q4: 2,034 shares; 2026Q1: 2,278 shares; 2026Q2: 2,282 shares 2,282 $312K 0.03% +4 Timeline IBDZ 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: 2,564 shares; 2025Q1: 2,564 shares; 2025Q2: 2,564 shares; 2025Q3: 2,564 shares; 2025Q4: 2,564 shares; 2026Q1: 11,949 shares; 2026Q2: 11,949 shares 11,949 $311K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,376 shares; 2024Q4: 1,543 shares; 2025Q1: 1,777 shares; 2025Q2: 1,711 shares; 2025Q3: 1,716 shares; 2025Q4: 1,661 shares; 2026Q1: 2,156 shares; 2026Q2: 2,130 shares 2,130 $308K 0.03% -26 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $304K 0.03% 0 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: 5,485 shares; 2024Q4: 5,801 shares; 2025Q1: 4,658 shares; 2025Q2: 4,996 shares; 2025Q3: 5,173 shares; 2025Q4: 4,929 shares; 2026Q1: 6,233 shares; 2026Q2: 6,372 shares 6,372 $303K 0.03% +139 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,711 shares; 2024Q4: 3,600 shares; 2025Q1: 3,642 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $300K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 718 shares; 2024Q4: 746 shares; 2025Q1: 806 shares; 2025Q2: 801 shares; 2025Q3: 800 shares; 2025Q4: 779 shares; 2026Q1: 825 shares; 2026Q2: 731 shares 731 $298K 0.03% -94 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 5,274 shares; 2026Q1: 4,991 shares; 2026Q2: 4,951 shares 4,951 $298K 0.03% -40 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,038 shares; 2024Q4: 2,124 shares; 2025Q1: 2,336 shares; 2025Q2: 2,253 shares; 2025Q3: 2,273 shares; 2025Q4: 2,385 shares; 2026Q1: 3,033 shares; 2026Q2: 3,085 shares 3,085 $295K 0.03% +52 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: 840 shares; 2024Q4: 794 shares; 2025Q1: 847 shares; 2025Q2: 1,058 shares; 2025Q3: 1,052 shares; 2025Q4: 881 shares; 2026Q1: 1,125 shares; 2026Q2: 1,130 shares 1,130 $294K 0.03% +5 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: 464 shares; 2024Q4: 483 shares; 2025Q1: 498 shares; 2025Q2: 504 shares; 2025Q3: 524 shares; 2025Q4: 535 shares; 2026Q1: 626 shares; 2026Q2: 649 shares 649 $294K 0.03% +23 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,712 shares; 2024Q4: 4,430 shares; 2025Q1: 3,227 shares; 2025Q2: 2,866 shares; 2025Q3: 2,896 shares; 2025Q4: 2,780 shares; 2026Q1: 3,160 shares; 2026Q2: 3,222 shares 3,222 $294K 0.03% +62 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,759 shares; 2024Q4: 3,403 shares; 2025Q1: 2,932 shares; 2025Q2: 3,494 shares; 2025Q3: 3,538 shares; 2025Q4: 3,731 shares; 2026Q1: 3,827 shares; 2026Q2: 3,839 shares 3,839 $293K 0.03% +12 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: 584 shares; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 584 shares; 2026Q1: 584 shares; 2026Q2: 2,336 shares 2,336 $290K 0.03% +1,752 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,936 shares; 2024Q4: 3,040 shares; 2025Q1: 3,219 shares; 2025Q2: 2,976 shares; 2025Q3: 2,932 shares; 2025Q4: 3,193 shares; 2026Q1: 3,220 shares; 2026Q2: 3,159 shares 3,159 $290K 0.03% -61 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,716 shares; 2026Q1: 3,716 shares; 2026Q2: 3,716 shares 3,716 $289K 0.03% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 515 shares; 2025Q1: 581 shares; 2025Q2: 553 shares; 2025Q3: 795 shares; 2025Q4: 823 shares; 2026Q1: 915 shares; 2026Q2: 1,106 shares 1,106 $288K 0.03% +191 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 918 shares; 2024Q4: 990 shares; 2025Q1: 991 shares; 2025Q2: 1,057 shares; 2025Q3: 1,011 shares; 2025Q4: 1,075 shares; 2026Q1: 1,375 shares; 2026Q2: 1,352 shares 1,352 $288K 0.03% -23 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: 136 shares; 2024Q4: 338 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 359 shares; 2025Q4: 360 shares; 2026Q1: 891 shares; 2026Q2: 3,564 shares 3,564 $287K 0.03% +2,673 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,149 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 3,153 shares; 2025Q3: 3,063 shares; 2025Q4: 3,048 shares; 2026Q1: 2,958 shares; 2026Q2: 2,620 shares 2,620 $286K 0.03% -338 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: 849 shares; 2024Q4: 926 shares; 2025Q1: 1,011 shares; 2025Q2: 1,053 shares; 2025Q3: 969 shares; 2025Q4: 1,062 shares; 2026Q1: 1,312 shares; 2026Q2: 1,295 shares 1,295 $283K 0.03% -17 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: 1,052 shares; 2024Q4: 1,053 shares; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares; 2026Q2: 939 shares 939 $282K 0.03% +3 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 586 shares; 2024Q4: 440 shares; 2025Q1: 562 shares; 2025Q2: 621 shares; 2025Q3: 512 shares; 2025Q4: 618 shares; 2026Q1: 704 shares; 2026Q2: 722 shares 722 $279K 0.03% +18 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811 shares; 2024Q4: 853 shares; 2025Q1: 924 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 683 shares; 2026Q1: 883 shares; 2026Q2: 877 shares 877 $278K 0.03% -6 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 699 shares; 2024Q4: 689 shares; 2025Q1: 892 shares; 2025Q2: 1,025 shares; 2025Q3: 591 shares; 2025Q4: 87 shares; 2026Q1: 287 shares; 2026Q2: 2,535 shares 2,535 $278K 0.03% +2,248 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: 724 shares; 2024Q4: 730 shares; 2025Q1: 1,341 shares; 2025Q2: 944 shares; 2025Q3: 629 shares; 2025Q4: 542 shares; 2026Q1: 712 shares; 2026Q2: 932 shares 932 $278K 0.03% +220 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,603 shares; 2024Q4: 20,518 shares; 2025Q1: 8,469 shares; 2025Q2: 8,484 shares; 2025Q3: 8,495 shares; 2025Q4: 8,508 shares; 2026Q1: 8,516 shares; 2026Q2: 8,530 shares 8,530 $271K 0.02% +14 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: 554 shares; 2024Q4: 1,276 shares; 2025Q1: 1,049 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 989 shares; 2026Q1: 1,238 shares; 2026Q2: 1,242 shares 1,242 $269K 0.02% +4 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,056 shares; 2025Q2: 4,029 shares; 2025Q3: 4,055 shares; 2025Q4: 4,055 shares; 2026Q1: 4,055 shares; 2026Q2: 4,055 shares 4,055 $266K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,741 shares; 2024Q4: 3,499 shares; 2025Q1: 3,569 shares; 2025Q2: 4,328 shares; 2025Q3: 4,457 shares; 2025Q4: 3,849 shares; 2026Q1: 3,596 shares; 2026Q2: 3,686 shares 3,686 $266K 0.02% +90 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 558 shares; 2025Q1: 2,762 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,267 shares; 2026Q1: 2,268 shares; 2026Q2: 2,175 shares 2,175 $266K 0.02% -93 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,119 shares; 2024Q4: 1,166 shares; 2025Q1: 1,176 shares; 2025Q2: 1,287 shares; 2025Q3: 1,283 shares; 2025Q4: 1,283 shares; 2026Q1: 1,508 shares; 2026Q2: 1,525 shares 1,525 $265K 0.02% +17 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,740 shares; 2024Q4: 2,711 shares; 2025Q1: 2,757 shares; 2025Q2: 2,580 shares; 2025Q3: 2,609 shares; 2025Q4: 2,608 shares; 2026Q1: 2,216 shares; 2026Q2: 2,230 shares 2,230 $261K 0.02% +14 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 744 shares; 2024Q4: 920 shares; 2025Q1: 1,071 shares; 2025Q2: 1,201 shares; 2025Q3: 910 shares; 2025Q4: 854 shares; 2026Q1: 2,113 shares; 2026Q2: 1,700 shares 1,700 $261K 0.02% -413 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,660 shares; 2024Q4: 8,909 shares; 2025Q1: 8,214 shares; 2025Q2: 7,411 shares; 2025Q3: 8,448 shares; 2025Q4: 7,962 shares; 2026Q1: 7,708 shares; 2026Q2: 7,370 shares 7,370 $256K 0.02% -338 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: 413 shares; 2024Q4: 442 shares; 2025Q1: 481 shares; 2025Q2: 496 shares; 2025Q3: 494 shares; 2025Q4: 440 shares; 2026Q1: 761 shares; 2026Q2: 773 shares 773 $255K 0.02% +12 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: 375 shares; 2024Q4: 366 shares; 2025Q1: 356 shares; 2025Q2: 329 shares; 2025Q3: 424 shares; 2025Q4: 412 shares; 2026Q1: 511 shares; 2026Q2: 527 shares 527 $255K 0.02% +16 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: 234 shares; 2024Q4: 250 shares; 2025Q1: 265 shares; 2025Q2: 268 shares; 2025Q3: 266 shares; 2025Q4: 267 shares; 2026Q1: 342 shares; 2026Q2: 335 shares 335 $253K 0.02% -7 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: 41 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 51 shares; 2025Q3: 52 shares; 2025Q4: 46 shares; 2026Q1: 58 shares; 2026Q2: 1,415 shares 1,415 $252K 0.02% +1,357 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares; 2026Q2: 80,000 shares 80,000 $251K 0.02% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,620 shares; 2025Q1: 5,848 shares; 2025Q2: 5,899 shares; 2025Q3: 5,947 shares; 2025Q4: 6,011 shares; 2026Q1: 6,042 shares; 2026Q2: 5,852 shares 5,852 $247K 0.02% -190 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: 1,314 shares; 2024Q4: 1,399 shares; 2025Q1: 1,453 shares; 2025Q2: 1,489 shares; 2025Q3: 1,430 shares; 2025Q4: 1,394 shares; 2026Q1: 1,599 shares; 2026Q2: 1,450 shares 1,450 $247K 0.02% -149 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,700 shares; 2026Q2: 9,700 shares 9,700 $244K 0.02% 0 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: 1,614 shares; 2024Q4: 1,804 shares; 2025Q1: 1,885 shares; 2025Q2: 1,764 shares; 2025Q3: 1,697 shares; 2025Q4: 1,552 shares; 2026Q1: 1,948 shares; 2026Q2: 1,554 shares 1,554 $243K 0.02% -394 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,500 shares; 2026Q2: 9,500 shares 9,500 $243K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,849 shares; 2024Q4: 2,929 shares; 2025Q1: 3,248 shares; 2025Q2: 3,324 shares; 2025Q3: 3,384 shares; 2025Q4: 3,342 shares; 2026Q1: 3,469 shares; 2026Q2: 3,546 shares 3,546 $242K 0.02% +77 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: 707 shares; 2024Q4: 784 shares; 2025Q1: 804 shares; 2025Q2: 847 shares; 2025Q3: 835 shares; 2025Q4: 786 shares; 2026Q1: 1,070 shares; 2026Q2: 1,080 shares 1,080 $242K 0.02% +10 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,127 shares; 2024Q4: 829 shares; 2025Q1: 65 shares; 2025Q2: 54 shares; 2025Q3: 2,924 shares; 2025Q4: 3,594 shares; 2026Q1: 3,326 shares; 2026Q2: 3,742 shares 3,742 $240K 0.02% +416 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: 348 shares; 2024Q4: 383 shares; 2025Q1: 427 shares; 2025Q2: 382 shares; 2025Q3: 388 shares; 2025Q4: 393 shares; 2026Q1: 472 shares; 2026Q2: 482 shares 482 $239K 0.02% +10 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 688 shares; 2024Q4: 710 shares; 2025Q1: 693 shares; 2025Q2: 748 shares; 2025Q3: 747 shares; 2025Q4: 746 shares; 2026Q1: 829 shares; 2026Q2: 870 shares 870 $235K 0.02% +41 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,388 shares; 2024Q4: 1,580 shares; 2025Q1: 1,525 shares; 2025Q2: 1,507 shares; 2025Q3: 1,396 shares; 2025Q4: 1,196 shares; 2026Q1: 2,061 shares; 2026Q2: 2,383 shares 2,383 $234K 0.02% +322 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,615 shares; 2024Q4: 5,424 shares; 2025Q1: 5,306 shares; 2025Q2: 5,101 shares; 2025Q3: 5,099 shares; 2025Q4: 4,800 shares; 2026Q1: 4,806 shares; 2026Q2: 4,806 shares 4,806 $233K 0.02% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 563 shares; 2024Q4: 639 shares; 2025Q1: 848 shares; 2025Q2: 844 shares; 2025Q3: 884 shares; 2025Q4: 854 shares; 2026Q1: 992 shares; 2026Q2: 2,402 shares 2,402 $232K 0.02% +1,410 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: 408 shares; 2024Q4: 435 shares; 2025Q1: 442 shares; 2025Q2: 445 shares; 2025Q3: 444 shares; 2025Q4: 416 shares; 2026Q1: 515 shares; 2026Q2: 505 shares 505 $232K 0.02% -10 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377 shares; 2024Q4: 409 shares; 2025Q1: 398 shares; 2025Q2: 439 shares; 2025Q3: 443 shares; 2025Q4: 487 shares; 2026Q1: 683 shares; 2026Q2: 690 shares 690 $228K 0.02% +7 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,909 shares; 2024Q4: 1,900 shares; 2025Q1: 1,920 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares; 2026Q2: 1,910 shares 1,910 $228K 0.02% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 3,845 shares; 2025Q2: 3,845 shares; 2025Q3: 2,860 shares; 2025Q4: 2,860 shares; 2026Q1: 2,860 shares; 2026Q2: 4,437 shares 4,437 $226K 0.02% +1,577 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: 1,313 shares 1,313 $224K 0.02% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,169 shares; 2024Q4: 2,244 shares; 2025Q1: 2,314 shares; 2025Q2: 2,312 shares; 2025Q3: 2,278 shares; 2025Q4: 2,223 shares; 2026Q1: 2,543 shares; 2026Q2: 2,646 shares 2,646 $224K 0.02% +103 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: 103 shares; 2024Q4: 116 shares; 2025Q1: 123 shares; 2025Q2: 1,846 shares; 2025Q3: 1,873 shares; 2025Q4: 1,873 shares; 2026Q1: 2,559 shares; 2026Q2: 2,425 shares 2,425 $223K 0.02% -134 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468 shares; 2024Q4: 486 shares; 2025Q1: 565 shares; 2025Q2: 517 shares; 2025Q3: 510 shares; 2025Q4: 440 shares; 2026Q1: 572 shares; 2026Q2: 532 shares 532 $221K 0.02% -40 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: 466 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 994 shares; 2026Q2: 994 shares 994 $218K 0.02% 0 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: 825 shares; 2024Q4: 927 shares; 2025Q1: 902 shares; 2025Q2: 907 shares; 2025Q3: 945 shares; 2025Q4: 806 shares; 2026Q1: 824 shares; 2026Q2: 806 shares 806 $218K 0.02% -18 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 462 shares; 2024Q4: 475 shares; 2025Q1: 538 shares; 2025Q2: 557 shares; 2025Q3: 559 shares; 2025Q4: 562 shares; 2026Q1: 639 shares; 2026Q2: 559 shares 559 $218K 0.02% -80 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,126 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,173 shares 1,173 $217K 0.02% +123 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,082 shares; 2024Q4: 1,181 shares; 2025Q1: 1,519 shares; 2025Q2: 1,519 shares; 2025Q3: 1,618 shares; 2025Q4: 1,706 shares; 2026Q1: 2,065 shares; 2026Q2: 2,170 shares 2,170 $209K 0.02% +105 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,316 shares; 2024Q4: 3,916 shares; 2025Q1: 3,916 shares; 2025Q2: 3,916 shares; 2025Q3: 3,916 shares; 2025Q4: 3,916 shares; 2026Q1: 3,916 shares; 2026Q2: 3,916 shares 3,916 $209K 0.02% 0 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: 864 shares; 2024Q4: 966 shares; 2025Q1: 856 shares; 2025Q2: 942 shares; 2025Q3: 957 shares; 2025Q4: 957 shares; 2026Q1: 1,250 shares; 2026Q2: 1,231 shares 1,231 $208K 0.02% -19 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: 533 shares; 2024Q4: 637 shares; 2025Q1: 678 shares; 2025Q2: 660 shares; 2025Q3: 494 shares; 2025Q4: 574 shares; 2026Q1: 650 shares; 2026Q2: 518 shares 518 $206K 0.02% -132 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,551 shares; 2024Q4: 1,615 shares; 2025Q1: 1,692 shares; 2025Q2: 1,687 shares; 2025Q3: 1,666 shares; 2025Q4: 1,624 shares; 2026Q1: 1,954 shares; 2026Q2: 1,672 shares 1,672 $206K 0.02% -282 Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542,779 shares; 2024Q4: 542,779 shares; 2025Q1: 529,079 shares; 2025Q2: 529,079 shares; 2025Q3: 268,079 shares; 2025Q4: 79,243 shares; 2026Q1: 79,243 shares; 2026Q2: 79,243 shares 79,243 $205K 0.02% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,172 shares; 2024Q4: 4,172 shares; 2025Q1: 4,071 shares; 2025Q2: 4,683 shares; 2025Q3: 4,683 shares; 2025Q4: 4,683 shares; 2026Q1: 4,083 shares; 2026Q2: 4,083 shares 4,083 $203K 0.02% 0 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: 857 shares; 2024Q4: 1,069 shares; 2025Q1: 1,690 shares; 2025Q2: 1,186 shares; 2025Q3: 1,393 shares; 2025Q4: 1,490 shares; 2026Q1: 1,511 shares; 2026Q2: 1,494 shares 1,494 $202K 0.02% -17 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: 2,127 shares; 2024Q4: 2,232 shares; 2025Q1: 2,421 shares; 2025Q2: 2,331 shares; 2025Q3: 2,399 shares; 2025Q4: 2,221 shares; 2026Q1: 2,478 shares; 2026Q2: 2,758 shares 2,758 $202K 0.02% +280 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419 shares; 2024Q4: 523 shares; 2025Q1: 605 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 573 shares; 2026Q1: 824 shares; 2026Q2: 752 shares 752 $202K 0.02% -72 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: 552 shares; 2024Q4: 625 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 632 shares; 2025Q4: 583 shares; 2026Q1: 793 shares; 2026Q2: 849 shares 849 $202K 0.02% +56 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: 1,660 shares; 2024Q4: 1,661 shares; 2025Q1: 1,661 shares; 2025Q2: 2,123 shares; 2025Q3: 1,954 shares; 2025Q4: 1,955 shares; 2026Q1: 1,955 shares; 2026Q2: 1,892 shares 1,892 $197K 0.02% -63 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 928 shares; 2024Q4: 984 shares; 2025Q1: 1,098 shares; 2025Q2: 1,103 shares; 2025Q3: 1,142 shares; 2025Q4: 1,053 shares; 2026Q1: 1,359 shares; 2026Q2: 1,166 shares 1,166 $195K 0.02% -193 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285 shares; 2024Q4: 293 shares; 2025Q1: 324 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 494 shares; 2026Q2: 502 shares 502 $194K 0.02% +8 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: 1,222 shares; 2024Q4: 1,347 shares; 2025Q1: 1,591 shares; 2025Q2: 1,280 shares; 2025Q3: 1,325 shares; 2025Q4: 1,317 shares; 2026Q1: 1,222 shares; 2026Q2: 1,629 shares 1,629 $192K 0.02% +407 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: 1,836 shares; 2024Q4: 2,163 shares; 2025Q1: 1,918 shares; 2025Q2: 1,292 shares; 2025Q3: 1,421 shares; 2025Q4: 1,436 shares; 2026Q1: 2,429 shares; 2026Q2: 2,484 shares 2,484 $191K 0.02% +55 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,053 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,055 shares; 2026Q1: 1,178 shares; 2026Q2: 1,201 shares 1,201 $191K 0.02% +23 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 769 shares; 2024Q4: 770 shares; 2025Q1: 771 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 773 shares; 2026Q1: 854 shares; 2026Q2: 774 shares 774 $191K 0.02% -80 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: 1,184 shares; 2024Q4: 1,186 shares; 2025Q1: 1,837 shares; 2025Q2: 1,839 shares; 2025Q3: 1,918 shares; 2025Q4: 1,678 shares; 2026Q1: 1,576 shares; 2026Q2: 1,771 shares 1,771 $190K 0.02% +195 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 1,211 shares; 2026Q1: 1,266 shares; 2026Q2: 1,268 shares 1,268 $188K 0.02% +2 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: 535 shares; 2024Q4: 589 shares; 2025Q1: 610 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 669 shares; 2026Q1: 755 shares; 2026Q2: 756 shares 756 $188K 0.02% +1 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares; 2026Q2: 535 shares 535 $184K 0.02% 0 Timeline MOO 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: 3,605 shares; 2024Q4: 3,727 shares; 2025Q1: 2,247 shares; 2025Q2: 2,247 shares; 2025Q3: 2,247 shares; 2025Q4: 2,303 shares; 2026Q1: 2,303 shares; 2026Q2: 2,303 shares 2,303 $182K 0.02% 0 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: 376 shares; 2024Q4: 449 shares; 2025Q1: 298 shares; 2025Q2: 368 shares; 2025Q3: 376 shares; 2025Q4: 349 shares; 2026Q1: 406 shares; 2026Q2: 480 shares 480 $180K 0.02% +74 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 578 shares; 2024Q4: 653 shares; 2025Q1: 733 shares; 2025Q2: 743 shares; 2025Q3: 776 shares; 2025Q4: 793 shares; 2026Q1: 795 shares; 2026Q2: 793 shares 793 $180K 0.02% -2 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares; 2026Q2: 4,200 shares 4,200 $179K 0.02% 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: 798 shares 798 $179K 0.02% new 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: 350 shares; 2024Q4: 388 shares; 2025Q1: 382 shares; 2025Q2: 335 shares; 2025Q3: 410 shares; 2025Q4: 430 shares; 2026Q1: 617 shares; 2026Q2: 570 shares 570 $178K 0.02% -47 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262 shares; 2024Q4: 295 shares; 2025Q1: 258 shares; 2025Q2: 314 shares; 2025Q3: 330 shares; 2025Q4: 277 shares; 2026Q1: 368 shares; 2026Q2: 400 shares 400 $178K 0.02% +32 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: 798 shares 798 $176K 0.02% new 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: 210 shares; 2024Q4: 258 shares; 2025Q1: 234 shares; 2025Q2: 254 shares; 2025Q3: 255 shares; 2025Q4: 260 shares; 2026Q1: 346 shares; 2026Q2: 355 shares 355 $176K 0.02% +9 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905 shares; 2024Q4: 1,066 shares; 2025Q1: 1,142 shares; 2025Q2: 1,648 shares; 2025Q3: 1,592 shares; 2025Q4: 1,597 shares; 2026Q1: 1,903 shares; 2026Q2: 1,869 shares 1,869 $173K 0.02% -34 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: 440 shares; 2024Q4: 472 shares; 2025Q1: 496 shares; 2025Q2: 481 shares; 2025Q3: 483 shares; 2025Q4: 475 shares; 2026Q1: 663 shares; 2026Q2: 621 shares 621 $173K 0.02% -42 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 715 shares; 2024Q4: 873 shares; 2025Q1: 791 shares; 2025Q2: 744 shares; 2025Q3: 747 shares; 2025Q4: 784 shares; 2026Q1: 780 shares; 2026Q2: 773 shares 773 $173K 0.02% -7 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: 674 shares; 2024Q4: 691 shares; 2025Q1: 706 shares; 2025Q2: 671 shares; 2025Q3: 673 shares; 2025Q4: 445 shares; 2026Q1: 583 shares; 2026Q2: 589 shares 589 $173K 0.02% +6 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: 2,548 shares; 2024Q4: 2,647 shares; 2025Q1: 2,700 shares; 2025Q2: 2,682 shares; 2025Q3: 2,673 shares; 2025Q4: 2,648 shares; 2026Q1: 2,560 shares; 2026Q2: 2,311 shares 2,311 $172K 0.02% -249 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,578 shares; 2024Q4: 1,830 shares; 2025Q1: 2,089 shares; 2025Q2: 1,995 shares; 2025Q3: 1,944 shares; 2025Q4: 1,869 shares; 2026Q1: 2,624 shares; 2026Q2: 2,292 shares 2,292 $170K 0.02% -332 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: 1,539 shares; 2024Q4: 1,539 shares; 2025Q1: 1,539 shares; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares; 2025Q4: 1,539 shares; 2026Q1: 1,539 shares; 2026Q2: 1,539 shares 1,539 $170K 0.02% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,441 shares; 2024Q4: 3,148 shares; 2025Q1: 3,440 shares; 2025Q2: 3,648 shares; 2025Q3: 3,874 shares; 2025Q4: 2,699 shares; 2026Q1: 3,508 shares; 2026Q2: 3,604 shares 3,604 $168K 0.02% +96 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: 373 shares; 2024Q4: 403 shares; 2025Q1: 420 shares; 2025Q2: 401 shares; 2025Q3: 419 shares; 2025Q4: 425 shares; 2026Q1: 522 shares; 2026Q2: 501 shares 501 $166K 0.02% -21 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 43 shares; 2025Q1: 122 shares; 2025Q2: 252 shares; 2025Q3: 486 shares; 2025Q4: 256 shares; 2026Q1: 826 shares; 2026Q2: 1,649 shares 1,649 $165K 0.01% +823 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: 494 shares; 2024Q4: 516 shares; 2025Q1: 553 shares; 2025Q2: 548 shares; 2025Q3: 504 shares; 2025Q4: 529 shares; 2026Q1: 577 shares; 2026Q2: 480 shares 480 $165K 0.01% -97 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 1,002 shares; 2026Q2: 1,002 shares 1,002 $164K 0.01% 0 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: 1,663 shares; 2024Q4: 1,668 shares; 2025Q1: 1,908 shares; 2025Q2: 1,908 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares; 2026Q1: 1,914 shares; 2026Q2: 1,917 shares 1,917 $164K 0.01% +3 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394 shares; 2024Q4: 404 shares; 2025Q1: 414 shares; 2025Q2: 439 shares; 2025Q3: 453 shares; 2025Q4: 594 shares; 2026Q1: 745 shares; 2026Q2: 752 shares 752 $163K 0.01% +7 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207 shares; 2024Q4: 225 shares; 2025Q1: 203 shares; 2025Q2: 206 shares; 2025Q3: 226 shares; 2025Q4: 244 shares; 2026Q1: 336 shares; 2026Q2: 319 shares 319 $162K 0.01% -17 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,088 shares; 2024Q4: 2,097 shares; 2025Q1: 2,106 shares; 2025Q2: 2,116 shares; 2025Q3: 2,127 shares; 2025Q4: 2,139 shares; 2026Q1: 2,151 shares; 2026Q2: 2,163 shares 2,163 $162K 0.01% +12 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: 466 shares; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 509 shares; 2025Q3: 518 shares; 2025Q4: 512 shares; 2026Q1: 653 shares; 2026Q2: 668 shares 668 $162K 0.01% +15 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,616 shares; 2024Q4: 5,964 shares; 2025Q1: 6,157 shares; 2025Q2: 6,364 shares; 2025Q3: 6,522 shares; 2025Q4: 6,405 shares; 2026Q1: 6,788 shares; 2026Q2: 3,210 shares 3,210 $160K 0.01% -3,578 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 827 shares; 2024Q4: 868 shares; 2025Q1: 931 shares; 2025Q2: 934 shares; 2025Q3: 951 shares; 2025Q4: 995 shares; 2026Q1: 1,188 shares; 2026Q2: 1,330 shares 1,330 $160K 0.01% +142 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420 shares; 2024Q4: 1,156 shares; 2025Q1: 1,274 shares; 2025Q2: 1,197 shares; 2025Q3: 1,181 shares; 2025Q4: 1,117 shares; 2026Q1: 1,340 shares; 2026Q2: 1,357 shares 1,357 $156K 0.01% +17 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 543 shares; 2024Q4: 573 shares; 2025Q1: 607 shares; 2025Q2: 602 shares; 2025Q3: 600 shares; 2025Q4: 614 shares; 2026Q1: 819 shares; 2026Q2: 725 shares 725 $154K 0.01% -94 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: 991 shares; 2024Q4: 991 shares; 2025Q1: 1,666 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 1,982 shares; 2026Q1: 1,999 shares; 2026Q2: 2,899 shares 2,899 $154K 0.01% +900 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,654 shares; 2024Q4: 9,689 shares; 2025Q1: 9,706 shares; 2025Q2: 3,792 shares; 2025Q3: 2,737 shares; 2025Q4: 1,748 shares; 2026Q1: 1,587 shares; 2026Q2: 1,869 shares 1,869 $154K 0.01% +282 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: 172 shares; 2024Q4: 261 shares; 2025Q1: 394 shares; 2025Q2: 145 shares; 2025Q3: 164 shares; 2025Q4: 171 shares; 2026Q1: 368 shares; 2026Q2: 386 shares 386 $153K 0.01% +18 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: 1,804 shares; 2024Q4: 1,804 shares; 2025Q1: 1,804 shares; 2025Q2: 1,804 shares; 2025Q3: 1,804 shares; 2025Q4: 1,804 shares; 2026Q1: 1,804 shares; 2026Q2: 1,300 shares 1,300 $153K 0.01% -504 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660 shares; 2024Q4: 750 shares; 2025Q1: 901 shares; 2025Q2: 841 shares; 2025Q3: 854 shares; 2025Q4: 887 shares; 2026Q1: 1,336 shares; 2026Q2: 1,360 shares 1,360 $152K 0.01% +24 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: 181 shares; 2024Q4: 232 shares; 2025Q1: 207 shares; 2025Q2: 242 shares; 2025Q3: 247 shares; 2025Q4: 290 shares; 2026Q1: 409 shares; 2026Q2: 410 shares 410 $152K 0.01% +1 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,644 shares; 2024Q4: 656 shares; 2025Q1: 1,011 shares; 2025Q2: 1,473 shares; 2025Q3: 1,498 shares; 2025Q4: 1,501 shares; 2026Q1: 2,255 shares; 2026Q2: 1,619 shares 1,619 $151K 0.01% -636 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,123 shares; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,123 shares; 2026Q1: 1,181 shares; 2026Q2: 1,191 shares 1,191 $151K 0.01% +10 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 187 shares; 2025Q1: 193 shares; 2025Q2: 170 shares; 2025Q3: 169 shares; 2025Q4: 141 shares; 2026Q1: 199 shares; 2026Q2: 182 shares 182 $151K 0.01% -17 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: 715 shares; 2024Q4: 2,742 shares; 2025Q1: 2,671 shares; 2025Q2: 1,121 shares; 2025Q3: 897 shares; 2025Q4: 872 shares; 2026Q1: 744 shares; 2026Q2: 702 shares 702 $149K 0.01% -42 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461 shares; 2024Q4: 517 shares; 2025Q1: 470 shares; 2025Q2: 868 shares; 2025Q3: 668 shares; 2025Q4: 678 shares; 2026Q1: 1,142 shares; 2026Q2: 1,098 shares 1,098 $149K 0.01% -44 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: 239 shares; 2024Q4: 252 shares; 2025Q1: 263 shares; 2025Q2: 241 shares; 2025Q3: 251 shares; 2025Q4: 247 shares; 2026Q1: 261 shares; 2026Q2: 265 shares 265 $148K 0.01% +4 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178 shares; 2024Q4: 193 shares; 2025Q1: 185 shares; 2025Q2: 586 shares; 2025Q3: 654 shares; 2025Q4: 659 shares; 2026Q1: 747 shares; 2026Q2: 768 shares 768 $148K 0.01% +21 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 81 shares; 2025Q1: 80 shares; 2025Q2: 87 shares; 2025Q3: 79 shares; 2025Q4: 67 shares; 2026Q1: 96 shares; 2026Q2: 109 shares 109 $148K 0.01% +13 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: 533 shares; 2024Q4: 802 shares; 2025Q1: 885 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 1,766 shares; 2026Q1: 2,969 shares; 2026Q2: 3,077 shares 3,077 $148K 0.01% +108 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 350 shares; 2025Q2: 330 shares; 2025Q3: 335 shares; 2025Q4: 315 shares; 2026Q1: 398 shares; 2026Q2: 525 shares 525 $148K 0.01% +127 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 859 shares; 2024Q4: 922 shares; 2025Q1: 979 shares; 2025Q2: 936 shares; 2025Q3: 980 shares; 2025Q4: 986 shares; 2026Q1: 1,053 shares; 2026Q2: 1,092 shares 1,092 $147K 0.01% +39 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: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares; 2026Q2: 1,946 shares 1,946 $147K 0.01% +381 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,351 shares; 2024Q4: 4,499 shares; 2025Q1: 6,595 shares; 2025Q2: 5,844 shares; 2025Q3: 5,857 shares; 2025Q4: 5,945 shares; 2026Q1: 7,671 shares; 2026Q2: 10,557 shares 10,557 $147K 0.01% +2,886 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,205 shares; 2024Q4: 1,217 shares; 2025Q1: 1,293 shares; 2025Q2: 1,255 shares; 2025Q3: 1,260 shares; 2025Q4: 1,269 shares; 2026Q1: 1,294 shares; 2026Q2: 1,613 shares 1,613 $146K 0.01% +319 Timeline CLOU 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: 6,416 shares; 2024Q4: 6,416 shares; 2025Q1: 6,416 shares; 2025Q2: 6,416 shares; 2025Q3: 6,416 shares; 2025Q4: 6,416 shares; 2026Q1: 6,416 shares; 2026Q2: 6,416 shares 6,416 $146K 0.01% 0 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 201 shares; 2026Q2: 3,051 shares 3,051 $146K 0.01% +2,850 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413 shares; 2024Q4: 438 shares; 2025Q1: 435 shares; 2025Q2: 462 shares; 2025Q3: 468 shares; 2025Q4: 471 shares; 2026Q1: 588 shares; 2026Q2: 501 shares 501 $146K 0.01% -87 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 105 shares; 2025Q1: 115 shares; 2025Q2: 106 shares; 2025Q3: 102 shares; 2025Q4: 309 shares; 2026Q1: 378 shares; 2026Q2: 332 shares 332 $145K 0.01% -46 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436 shares; 2024Q4: 835 shares; 2025Q1: 731 shares; 2025Q2: 745 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 866 shares; 2026Q2: 656 shares 656 $145K 0.01% -210 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: 961 shares; 2024Q4: 996 shares; 2025Q1: 1,129 shares; 2025Q2: 1,189 shares; 2025Q3: 966 shares; 2025Q4: 946 shares; 2026Q1: 1,333 shares; 2026Q2: 869 shares 869 $145K 0.01% -464 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: 207 shares; 2024Q4: 235 shares; 2025Q1: 246 shares; 2025Q2: 231 shares; 2025Q3: 236 shares; 2025Q4: 238 shares; 2026Q1: 271 shares; 2026Q2: 275 shares 275 $145K 0.01% +4 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,436 shares 1,436 $145K 0.01% new 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: 2,066 shares; 2024Q4: 2,191 shares; 2025Q1: 2,218 shares; 2025Q2: 2,037 shares; 2025Q3: 925 shares; 2025Q4: 1,051 shares; 2026Q1: 663 shares; 2026Q2: 1,161 shares 1,161 $144K 0.01% +498 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 595 shares; 2024Q4: 790 shares; 2025Q1: 763 shares; 2025Q2: 650 shares; 2025Q3: 648 shares; 2025Q4: 622 shares; 2026Q1: 788 shares; 2026Q2: 715 shares 715 $144K 0.01% -73 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 992 shares; 2024Q4: 1,014 shares; 2025Q1: 1,033 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,128 shares; 2026Q1: 1,269 shares; 2026Q2: 1,302 shares 1,302 $140K 0.01% +33 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,766 shares; 2024Q4: 1,774 shares; 2025Q1: 1,780 shares; 2025Q2: 1,787 shares; 2025Q3: 1,864 shares; 2025Q4: 1,649 shares; 2026Q1: 1,655 shares; 2026Q2: 1,663 shares 1,663 $138K 0.01% +8 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 65 shares; 2025Q1: 183 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 149 shares; 2026Q1: 369 shares; 2026Q2: 409 shares 409 $137K 0.01% +40 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553 shares; 2024Q4: 857 shares; 2025Q1: 757 shares; 2025Q2: 831 shares; 2025Q3: 811 shares; 2025Q4: 896 shares; 2026Q1: 743 shares; 2026Q2: 1,202 shares 1,202 $137K 0.01% +459 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $136K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378 shares; 2024Q4: 465 shares; 2025Q1: 384 shares; 2025Q2: 560 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 738 shares; 2026Q2: 804 shares 804 $136K 0.01% +66 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: 110 shares; 2024Q4: 131 shares; 2025Q1: 119 shares; 2025Q2: 132 shares; 2025Q3: 99 shares; 2025Q4: 73 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $136K 0.01% 0 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,644 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 2,644 shares; 2025Q4: 2,644 shares; 2026Q1: 2,693 shares; 2026Q2: 2,652 shares 2,652 $135K 0.01% -41 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659 shares; 2024Q4: 663 shares; 2025Q1: 749 shares; 2025Q2: 407 shares; 2025Q3: 410 shares; 2025Q4: 424 shares; 2026Q1: 478 shares; 2026Q2: 606 shares 606 $135K 0.01% +128 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,236 shares; 2024Q4: 1,275 shares; 2025Q1: 1,612 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,397 shares; 2026Q1: 1,813 shares; 2026Q2: 1,889 shares 1,889 $132K 0.01% +76 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 932 shares; 2024Q4: 962 shares; 2025Q1: 1,014 shares; 2025Q2: 963 shares; 2025Q3: 988 shares; 2025Q4: 884 shares; 2026Q1: 937 shares; 2026Q2: 903 shares 903 $131K 0.01% -34 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,257 shares; 2024Q4: 2,832 shares; 2025Q1: 3,209 shares; 2025Q2: 3,209 shares; 2025Q3: 3,209 shares; 2025Q4: 3,209 shares; 2026Q1: 3,259 shares; 2026Q2: 2,499 shares 2,499 $131K 0.01% -760 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474 shares; 2024Q4: 743 shares; 2025Q1: 603 shares; 2025Q2: 753 shares; 2025Q3: 733 shares; 2025Q4: 493 shares; 2026Q1: 863 shares; 2026Q2: 907 shares 907 $130K 0.01% +44 Timeline PSR 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: 1,465 shares; 2024Q4: 1,471 shares; 2025Q1: 1,477 shares; 2025Q2: 1,484 shares; 2025Q3: 1,481 shares; 2025Q4: 1,306 shares; 2026Q1: 1,257 shares; 2026Q2: 1,265 shares 1,265 $130K 0.01% +8 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,354 shares; 2024Q4: 1,304 shares; 2025Q1: 1,621 shares; 2025Q2: 1,598 shares; 2025Q3: 1,268 shares; 2025Q4: 1,262 shares; 2026Q1: 1,290 shares; 2026Q2: 1,135 shares 1,135 $130K 0.01% -155 Timeline VCR 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: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $129K 0.01% 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: 1,156 shares; 2024Q4: 1,333 shares; 2025Q1: 1,171 shares; 2025Q2: 1,300 shares; 2025Q3: 1,304 shares; 2025Q4: 1,050 shares; 2026Q1: 1,186 shares; 2026Q2: 1,186 shares 1,186 $128K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 135 shares; 2025Q1: 231 shares; 2025Q2: 393 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 581 shares; 2026Q2: 592 shares 592 $128K 0.01% +11 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,379 shares; 2026Q2: 1,430 shares 1,430 $128K 0.01% +51 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258 shares; 2024Q4: 290 shares; 2025Q1: 285 shares; 2025Q2: 271 shares; 2025Q3: 273 shares; 2025Q4: 267 shares; 2026Q1: 334 shares; 2026Q2: 403 shares 403 $127K 0.01% +69 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: 81 shares; 2024Q4: 457 shares; 2025Q1: 997 shares; 2025Q2: 997 shares; 2025Q3: 1,324 shares; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares; 2026Q2: 1,324 shares 1,324 $126K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,426 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares; 2026Q1: 1,426 shares; 2026Q2: 1,311 shares 1,311 $126K 0.01% -115 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 297 shares; 2025Q1: 288 shares; 2025Q2: 332 shares; 2025Q3: 338 shares; 2025Q4: 334 shares; 2026Q1: 425 shares; 2026Q2: 428 shares 428 $126K 0.01% +3 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,969 shares; 2024Q4: 1,969 shares; 2025Q1: 1,969 shares; 2025Q2: 1,969 shares; 2025Q3: 2,048 shares; 2025Q4: 2,675 shares; 2026Q1: 2,675 shares; 2026Q2: 2,715 shares 2,715 $125K 0.01% +40 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares; 2026Q1: 1,338 shares; 2026Q2: 1,338 shares 1,338 $123K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,062 shares; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares; 2026Q1: 1,402 shares; 2026Q2: 1,402 shares 1,402 $121K 0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,187 shares; 2024Q4: 1,187 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 885 shares; 2026Q2: 4,425 shares 4,425 $121K 0.01% +3,540 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659 shares; 2024Q4: 773 shares; 2025Q1: 824 shares; 2025Q2: 1,049 shares; 2025Q3: 1,054 shares; 2025Q4: 1,096 shares; 2026Q1: 1,419 shares; 2026Q2: 1,432 shares 1,432 $121K 0.01% +13 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,925 shares; 2024Q4: 24,391 shares; 2025Q1: 23,058 shares; 2025Q2: 22,418 shares; 2025Q3: 21,853 shares; 2025Q4: 16,831 shares; 2026Q1: 10,953 shares; 2026Q2: 4,938 shares 4,938 $121K 0.01% -6,015 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251 shares; 2024Q4: 289 shares; 2025Q1: 266 shares; 2025Q2: 292 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 394 shares; 2026Q2: 528 shares 528 $121K 0.01% +134 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 286 shares; 2025Q1: 392 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 426 shares; 2026Q1: 483 shares; 2026Q2: 489 shares 489 $120K 0.01% +6 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,196 shares; 2024Q4: 945 shares; 2025Q1: 715 shares; 2025Q2: 2,038 shares; 2025Q3: 2,013 shares; 2025Q4: 1,792 shares; 2026Q1: 2,448 shares; 2026Q2: 2,449 shares 2,449 $119K 0.01% +1 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 544 shares; 2025Q1: 141 shares; 2025Q2: 130 shares; 2025Q3: 111 shares; 2025Q4: 1,476 shares; 2026Q1: 1,701 shares; 2026Q2: 1,693 shares 1,693 $119K 0.01% -8 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815 shares; 2024Q4: 972 shares; 2025Q1: 879 shares; 2025Q2: 842 shares; 2025Q3: 715 shares; 2025Q4: 1,080 shares; 2026Q1: 1,213 shares; 2026Q2: 1,357 shares 1,357 $118K 0.01% +144 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: 648 shares; 2024Q4: 680 shares; 2025Q1: 684 shares; 2025Q2: 797 shares; 2025Q3: 654 shares; 2025Q4: 836 shares; 2026Q1: 1,161 shares; 2026Q2: 1,212 shares 1,212 $118K 0.01% +51 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296 shares; 2024Q4: 312 shares; 2025Q1: 236 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 496 shares; 2026Q1: 667 shares; 2026Q2: 667 shares 667 $117K 0.01% 0 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: 174 shares; 2024Q4: 973 shares; 2025Q1: 804 shares; 2025Q2: 1,080 shares; 2025Q3: 1,117 shares; 2025Q4: 1,016 shares; 2026Q1: 1,303 shares; 2026Q2: 1,295 shares 1,295 $117K 0.01% -8 Timeline HEI-A 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: 422 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 457 shares; 2026Q2: 452 shares 452 $117K 0.01% -5 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: 502 shares; 2024Q4: 607 shares; 2025Q1: 504 shares; 2025Q2: 697 shares; 2025Q3: 716 shares; 2025Q4: 730 shares; 2026Q1: 799 shares; 2026Q2: 877 shares 877 $116K 0.01% +78 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,066 shares; 2024Q4: 1,410 shares; 2025Q1: 1,416 shares; 2025Q2: 3,002 shares; 2025Q3: 1,479 shares; 2025Q4: 3,615 shares; 2026Q1: 4,281 shares; 2026Q2: 4,249 shares 4,249 $116K 0.01% -32 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 584 shares; 2024Q4: 570 shares; 2025Q1: 637 shares; 2025Q2: 636 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 799 shares; 2026Q2: 834 shares 834 $114K 0.01% +35 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: 40 shares; 2024Q4: 58 shares; 2025Q1: 60 shares; 2025Q2: 50 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 136 shares; 2026Q2: 160 shares 160 $114K 0.01% +24 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: 1,737 shares; 2024Q4: 1,700 shares; 2025Q1: 1,494 shares; 2025Q2: 1,776 shares; 2025Q3: 1,783 shares; 2025Q4: 1,458 shares; 2026Q1: 1,687 shares; 2026Q2: 1,579 shares 1,579 $114K 0.01% -108 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 643 shares; 2024Q4: 687 shares; 2025Q1: 774 shares; 2025Q2: 945 shares; 2025Q3: 951 shares; 2025Q4: 749 shares; 2026Q1: 655 shares; 2026Q2: 615 shares 615 $113K 0.01% -40 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005 shares; 2024Q4: 1,800 shares; 2025Q1: 1,259 shares; 2025Q2: 1,527 shares; 2025Q3: 1,394 shares; 2025Q4: 1,417 shares; 2026Q1: 1,914 shares; 2026Q2: 1,802 shares 1,802 $113K 0.01% -112 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 599 shares; 2024Q4: 854 shares; 2025Q1: 987 shares; 2025Q2: 587 shares; 2025Q3: 605 shares; 2025Q4: 379 shares; 2026Q1: 889 shares; 2026Q2: 871 shares 871 $113K 0.01% -18 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 490 shares; 2025Q1: 480 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 566 shares; 2026Q1: 670 shares; 2026Q2: 733 shares 733 $111K 0.01% +63 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,845 shares 3,845 $110K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 46 shares; 2026Q2: 55 shares 55 $109K 0.01% +9 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,103 shares; 2024Q4: 2,120 shares; 2025Q1: 2,220 shares; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,219 shares; 2026Q1: 2,740 shares; 2026Q2: 2,121 shares 2,121 $109K 0.01% -619 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $108K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 187 shares; 2026Q2: 274 shares 274 $108K 0.01% +87 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,269 shares; 2024Q4: 1,651 shares; 2025Q1: 1,544 shares; 2025Q2: 1,422 shares; 2025Q3: 1,581 shares; 2025Q4: 1,592 shares; 2026Q1: 2,100 shares; 2026Q2: 2,303 shares 2,303 $107K 0.01% +203 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,183 shares; 2024Q4: 5,690 shares; 2025Q1: 5,237 shares; 2025Q2: 5,359 shares; 2025Q3: 1,978 shares; 2025Q4: 4,448 shares; 2026Q1: 5,091 shares; 2026Q2: 5,594 shares 5,594 $107K 0.01% +503 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,659 shares; 2024Q4: 1,922 shares; 2025Q1: 1,904 shares; 2025Q2: 1,911 shares; 2025Q3: 1,967 shares; 2025Q4: 1,937 shares; 2026Q1: 2,764 shares; 2026Q2: 1,896 shares 1,896 $105K 0.01% -868 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 939 shares; 2024Q4: 998 shares; 2025Q1: 974 shares; 2025Q2: 1,084 shares; 2025Q3: 1,097 shares; 2025Q4: 1,100 shares; 2026Q1: 1,353 shares; 2026Q2: 1,282 shares 1,282 $105K 0.01% -71 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,811 shares; 2024Q4: 2,632 shares; 2025Q1: 1,519 shares; 2025Q2: 1,387 shares; 2025Q3: 1,381 shares; 2025Q4: 1,347 shares; 2026Q1: 1,947 shares; 2026Q2: 2,527 shares 2,527 $104K 0.01% +580 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 779 shares; 2024Q4: 1,341 shares; 2025Q1: 634 shares; 2025Q2: 1,437 shares; 2025Q3: 1,437 shares; 2025Q4: 1,192 shares; 2026Q1: 2,059 shares; 2026Q2: 2,291 shares 2,291 $103K 0.01% +232 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 224 shares; 2025Q1: 234 shares; 2025Q2: 265 shares; 2025Q3: 268 shares; 2025Q4: 275 shares; 2026Q1: 389 shares; 2026Q2: 400 shares 400 $102K 0.01% +11 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 868 shares; 2024Q4: 881 shares; 2025Q1: 883 shares; 2025Q2: 723 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 904 shares; 2026Q2: 892 shares 892 $101K 0.01% -12 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,981 shares; 2024Q4: 4,287 shares; 2025Q1: 4,270 shares; 2025Q2: 3,417 shares; 2025Q3: 5,301 shares; 2025Q4: 3,423 shares; 2026Q1: 5,235 shares; 2026Q2: 4,224 shares 4,224 $99.8K 0.01% -1,011 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,979 shares; 2026Q2: 1,979 shares 1,979 $99.7K 0.01% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,565 shares; 2024Q4: 4,565 shares; 2025Q1: 4,565 shares; 2025Q2: 4,565 shares; 2025Q3: 4,565 shares; 2025Q4: 4,565 shares; 2026Q1: 4,565 shares; 2026Q2: 4,565 shares 4,565 $99.5K 0.01% 0 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 711 shares; 2025Q1: 723 shares; 2025Q2: 719 shares; 2025Q3: 715 shares; 2025Q4: 715 shares; 2026Q1: 710 shares; 2026Q2: 723 shares 723 $99.4K 0.01% +13 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: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 957 shares; 2026Q2: 957 shares 957 $98.4K 0.01% 0 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: 1,589 shares; 2024Q4: 1,149 shares; 2025Q1: 966 shares; 2025Q2: 1,882 shares; 2025Q3: 1,877 shares; 2025Q4: 1,895 shares; 2026Q1: 2,873 shares; 2026Q2: 2,891 shares 2,891 $98.1K 0.01% +18 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 409 shares; 2025Q1: 570 shares; 2025Q2: 785 shares; 2025Q3: 781 shares; 2025Q4: 793 shares; 2026Q1: 741 shares; 2026Q2: 850 shares 850 $97.8K 0.01% +109 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 66 shares; 2025Q1: 30 shares; 2025Q2: 202 shares; 2025Q3: 219 shares; 2025Q4: 217 shares; 2026Q1: 257 shares; 2026Q2: 269 shares 269 $96.6K 0.01% +12 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: 250 shares; 2024Q4: 284 shares; 2025Q1: 276 shares; 2025Q2: 296 shares; 2025Q3: 297 shares; 2025Q4: 299 shares; 2026Q1: 385 shares; 2026Q2: 404 shares 404 $96.2K 0.01% +19 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,645 shares; 2024Q4: 1,678 shares; 2025Q1: 1,829 shares; 2025Q2: 2,055 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares; 2026Q1: 1,638 shares; 2026Q2: 1,445 shares 1,445 $95.8K 0.01% -193 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 823 shares; 2024Q4: 1,195 shares; 2025Q1: 1,214 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,223 shares; 2026Q1: 1,505 shares; 2026Q2: 1,243 shares 1,243 $95.1K 0.01% -262 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 83 shares; 2025Q3: 483 shares; 2025Q4: 487 shares; 2026Q1: 502 shares; 2026Q2: 544 shares 544 $94.4K 0.01% +42 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 572 shares; 2026Q2: 582 shares 582 $94.3K 0.01% +10 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 7 shares; 2025Q2: 515 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 685 shares; 2026Q2: 693 shares 693 $93.6K 0.01% +8 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: 63 shares; 2025Q1: 71 shares; 2025Q2: 74 shares; 2025Q3: 68 shares; 2025Q4: 63 shares; 2026Q1: 58 shares; 2026Q2: 55 shares 55 $93.4K 0.01% -3 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 26 shares; 2025Q1: 58 shares; 2025Q2: 48 shares; 2025Q3: 47 shares; 2025Q4: 35 shares; 2026Q1: 68 shares; 2026Q2: 70 shares 70 $93.2K 0.01% +2 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 594 shares; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 594 shares; 2026Q1: 594 shares; 2026Q2: 594 shares 594 $93.2K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 14 shares; 2026Q1: 157 shares; 2026Q2: 190 shares 190 $93.2K 0.01% +33 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 141 shares; 2025Q1: 107 shares; 2025Q2: 158 shares; 2025Q3: 63 shares; 2025Q4: 499 shares; 2026Q1: 536 shares; 2026Q2: 550 shares 550 $92.8K 0.01% +14 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,661 shares; 2024Q4: 994 shares; 2025Q1: 1,154 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares; 2025Q4: 1,086 shares; 2026Q1: 1,785 shares; 2026Q2: 1,803 shares 1,803 $92.7K 0.01% +18 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: 273 shares; 2024Q4: 341 shares; 2025Q1: 372 shares; 2025Q2: 458 shares; 2025Q3: 410 shares; 2025Q4: 372 shares; 2026Q1: 659 shares; 2026Q2: 584 shares 584 $92.6K 0.01% -75 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 235 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 269 shares; 2026Q2: 315 shares 315 $92.2K 0.01% +46 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: 1,341 shares; 2024Q4: 1,344 shares; 2025Q1: 1,346 shares; 2025Q2: 1,348 shares; 2025Q3: 1,350 shares; 2025Q4: 1,354 shares; 2026Q1: 1,355 shares; 2026Q2: 1,357 shares 1,357 $91.8K 0.01% +2 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,313 shares; 2024Q4: 2,620 shares; 2025Q1: 2,376 shares; 2025Q2: 2,852 shares; 2025Q3: 2,536 shares; 2025Q4: 3,267 shares; 2026Q1: 3,424 shares; 2026Q2: 2,672 shares 2,672 $90.8K 0.01% -752 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: 193 shares; 2025Q1: 191 shares; 2025Q2: 211 shares; 2025Q3: 200 shares; 2025Q4: 203 shares; 2026Q1: 297 shares; 2026Q2: 321 shares 321 $90.8K 0.01% +24 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: 205 shares; 2025Q1: 215 shares; 2025Q2: 255 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 460 shares; 2026Q2: 378 shares 378 $89.7K 0.01% -82 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $89.7K 0.01% 0 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: 145 shares; 2024Q4: 154 shares; 2025Q1: 165 shares; 2025Q2: 140 shares; 2025Q3: 150 shares; 2025Q4: 145 shares; 2026Q1: 194 shares; 2026Q2: 143 shares 143 $89.2K 0.01% -51 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,085 shares; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares; 2026Q2: 1,085 shares 1,085 $88.9K 0.01% 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: 356 shares; 2024Q4: 414 shares; 2025Q1: 443 shares; 2025Q2: 438 shares; 2025Q3: 492 shares; 2025Q4: 487 shares; 2026Q1: 750 shares; 2026Q2: 669 shares 669 $88.7K 0.01% -81 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 125 shares; 2025Q1: 157 shares; 2025Q2: 94 shares; 2025Q3: 102 shares; 2025Q4: 138 shares; 2026Q1: 308 shares; 2026Q2: 329 shares 329 $88.2K 0.01% +21 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 117 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 469 shares; 2026Q1: 630 shares; 2026Q2: 596 shares 596 $87.2K 0.01% -34 Timeline