AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 455,867 shares; 2023Q4: 452,606 shares; 2024Q1: 448,313 shares; 2024Q2: 446,993 shares; 2024Q3: 448,210 shares; 2024Q4: 444,933 shares; 2025Q1: 459,850 shares 459,850 $102M 23.2% +14,917 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 50,296 shares; 2023Q4: 49,512 shares; 2024Q1: 49,014 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 48,274 shares; 2025Q1: 51,179 shares 51,179 $20.1M 4.6% +2,905 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; 2023Q2: not reported; 2023Q3: 41,029 shares; 2023Q4: 41,025 shares; 2024Q1: 41,124 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 43,589 shares; 2025Q1: 44,522 shares 44,522 $17.3M 3.96% +933 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; 2023Q2: not reported; 2023Q3: 30,651 shares; 2023Q4: 30,103 shares; 2024Q1: 29,736 shares; 2024Q2: 29,907 shares; 2024Q3: 29,988 shares; 2024Q4: 30,115 shares; 2025Q1: 30,195 shares 30,195 $15.9M 3.63% +80 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; 2023Q2: 16,331 shares; 2023Q3: 16,445 shares; 2023Q4: 16,469 shares; 2024Q1: 16,212 shares; 2024Q2: 16,383 shares; 2024Q3: 16,885 shares; 2024Q4: 17,064 shares; 2025Q1: 18,244 shares 18,244 $10.5M 2.4% +1,180 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; 2023Q2: not reported; 2023Q3: 33,289 shares; 2023Q4: 36,263 shares; 2024Q1: 40,747 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 48,120 shares; 2025Q1: 50,390 shares 50,390 $8.8M 2.01% +2,270 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,710 shares; 2024Q1: 17,201 shares; 2024Q2: 35,815 shares; 2024Q3: 71,011 shares; 2024Q4: 90,778 shares; 2025Q1: 101,930 shares 101,930 $8.29M 1.9% +11,152 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 73,054 shares; 2023Q3: 96,853 shares; 2023Q4: 116,158 shares; 2024Q1: 145,340 shares; 2024Q2: 185,389 shares; 2024Q3: 230,862 shares; 2024Q4: 269,053 shares; 2025Q1: 293,543 shares 293,543 $7.58M 1.73% +24,490 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 18,727 shares; 2023Q3: 28,694 shares; 2023Q4: 26,204 shares; 2024Q1: 27,489 shares; 2024Q2: 26,290 shares; 2024Q3: 24,290 shares; 2024Q4: 88,683 shares; 2025Q1: 145,061 shares 145,061 $7.33M 1.68% +56,378 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 40,811 shares; 2023Q3: 57,862 shares; 2023Q4: 71,970 shares; 2024Q1: 91,848 shares; 2024Q2: 114,752 shares; 2024Q3: 137,496 shares; 2024Q4: 168,542 shares; 2025Q1: 188,067 shares 188,067 $6.86M 1.57% +19,525 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,391 shares; 2023Q3: 3,698 shares; 2023Q4: 3,804 shares; 2024Q1: 3,797 shares; 2024Q2: 40,043 shares; 2024Q3: 42,040 shares; 2024Q4: 41,710 shares; 2025Q1: 55,197 shares 55,197 $6.7M 1.53% +13,487 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; 2023Q2: 55,320 shares; 2023Q3: 55,434 shares; 2023Q4: 55,136 shares; 2024Q1: 55,162 shares; 2024Q2: 55,317 shares; 2024Q3: 55,684 shares; 2024Q4: 54,009 shares; 2025Q1: 53,693 shares 53,693 $6.22M 1.42% -316 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; 2023Q2: not reported; 2023Q3: 6,821 shares; 2023Q4: 6,733 shares; 2024Q1: 6,740 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,730 shares; 2025Q1: 6,871 shares 6,871 $5.94M 1.36% +141 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; 2023Q2: 23,197 shares; 2023Q3: 23,549 shares; 2023Q4: 22,868 shares; 2024Q1: 22,929 shares; 2024Q2: 22,517 shares; 2024Q3: 22,720 shares; 2024Q4: 22,247 shares; 2025Q1: 22,474 shares 22,474 $5.58M 1.27% +227 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 29,926 shares; 2023Q3: 28,767 shares; 2023Q4: 28,015 shares; 2024Q1: 27,915 shares; 2024Q2: 27,550 shares; 2024Q3: 27,708 shares; 2024Q4: 28,357 shares; 2025Q1: 28,639 shares 28,639 $4.87M 1.11% +282 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; 2023Q2: 8,562 shares; 2023Q3: 9,881 shares; 2023Q4: 10,749 shares; 2024Q1: 11,827 shares; 2024Q2: 12,650 shares; 2024Q3: 13,151 shares; 2024Q4: 15,964 shares; 2025Q1: 17,509 shares 17,509 $4.72M 1.08% +1,545 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; 2023Q2: not reported; 2023Q3: 20,204 shares; 2023Q4: 20,498 shares; 2024Q1: 20,381 shares; 2024Q2: 20,900 shares; 2024Q3: 21,608 shares; 2024Q4: 21,830 shares; 2025Q1: 22,925 shares 22,925 $4.66M 1.07% +1,095 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,578 shares; 2023Q3: 20,889 shares; 2023Q4: 21,112 shares; 2024Q1: 21,863 shares; 2024Q2: 22,764 shares; 2024Q3: 26,588 shares; 2024Q4: 29,265 shares; 2025Q1: 33,150 shares 33,150 $4.31M 0.98% +3,885 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 26,030 shares; 2023Q4: 25,251 shares; 2024Q1: 24,366 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 24,503 shares; 2025Q1: 25,209 shares 25,209 $4.12M 0.94% +706 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; 2023Q2: not reported; 2023Q3: 25,375 shares; 2023Q4: 24,908 shares; 2024Q1: 24,379 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 23,167 shares; 2025Q1: 23,183 shares 23,183 $3.84M 0.88% +16 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; 2023Q2: 85,321 shares; 2023Q3: 83,699 shares; 2023Q4: 82,001 shares; 2024Q1: 87,748 shares; 2024Q2: 88,666 shares; 2024Q3: 88,262 shares; 2024Q4: 80,335 shares; 2025Q1: 80,014 shares 80,014 $3.48M 0.8% -321 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; 2023Q2: not reported; 2023Q3: 3,250 shares; 2023Q4: 8,793 shares; 2024Q1: 12,314 shares; 2024Q2: 17,497 shares; 2024Q3: 18,645 shares; 2024Q4: 19,382 shares; 2025Q1: 20,102 shares 20,102 $3.43M 0.78% +720 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 65,518 shares; 2025Q1: 70,305 shares 70,305 $3.2M 0.73% +4,787 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,141 shares; 2023Q3: 17,728 shares; 2023Q4: 17,193 shares; 2024Q1: 17,530 shares; 2024Q2: 17,710 shares; 2024Q3: 17,894 shares; 2024Q4: 18,351 shares; 2025Q1: 18,433 shares 18,433 $3.09M 0.71% +82 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; 2023Q2: 2,630 shares; 2023Q3: 2,675 shares; 2023Q4: 2,686 shares; 2024Q1: 2,734 shares; 2024Q2: 2,744 shares; 2024Q3: 2,728 shares; 2024Q4: 2,711 shares; 2025Q1: 3,290 shares 3,290 $3.05M 0.7% +579 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,838 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 59,043 shares; 2025Q1: 59,018 shares 59,018 $2.95M 0.68% -25 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; 2023Q2: not reported; 2023Q3: 50,196 shares; 2023Q4: 40,536 shares; 2024Q1: 42,880 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 44,028 shares; 2025Q1: 46,807 shares 46,807 $2.86M 0.65% +2,779 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; 2023Q2: 130,231 shares; 2023Q3: 130,120 shares; 2023Q4: 127,502 shares; 2024Q1: 108,095 shares; 2024Q2: 103,262 shares; 2024Q3: 103,022 shares; 2024Q4: 103,667 shares; 2025Q1: 103,238 shares 103,238 $2.78M 0.64% -429 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,271 shares; 2023Q3: 4,626 shares; 2023Q4: 4,713 shares; 2024Q1: 4,964 shares; 2024Q2: 5,113 shares; 2024Q3: 5,299 shares; 2024Q4: 4,844 shares; 2025Q1: 5,011 shares 5,011 $2.76M 0.63% +167 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; 2023Q2: 32,207 shares; 2023Q3: 31,153 shares; 2023Q4: 30,795 shares; 2024Q1: 29,013 shares; 2024Q2: 27,596 shares; 2024Q3: 27,531 shares; 2024Q4: 28,278 shares; 2025Q1: 28,385 shares 28,385 $2.62M 0.6% +107 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,622 shares; 2023Q3: 4,630 shares; 2023Q4: 4,682 shares; 2024Q1: 4,690 shares; 2024Q2: 4,779 shares; 2024Q3: 4,781 shares; 2024Q4: 4,783 shares; 2025Q1: 4,809 shares 4,809 $2.61M 0.6% +26 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 104,078 shares; 2023Q4: 102,112 shares; 2024Q1: 101,791 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 96,658 shares; 2025Q1: 97,540 shares 97,540 $2.55M 0.58% +882 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,414 shares; 2023Q3: 6,368 shares; 2023Q4: 6,216 shares; 2024Q1: 7,418 shares; 2024Q2: 7,574 shares; 2024Q3: 7,673 shares; 2024Q4: 7,690 shares; 2025Q1: 7,052 shares 7,052 $2.42M 0.55% -638 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; 2023Q2: not reported; 2023Q3: 8,329 shares; 2023Q4: 7,828 shares; 2024Q1: 7,970 shares; 2024Q2: 7,977 shares; 2024Q3: 8,034 shares; 2024Q4: 8,035 shares; 2025Q1: 8,056 shares 8,056 $2.41M 0.55% +21 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; 2023Q2: 1,503 shares; 2023Q3: 1,569 shares; 2023Q4: 1,596 shares; 2024Q1: 1,612 shares; 2024Q2: 1,633 shares; 2024Q3: 1,650 shares; 2024Q4: 1,640 shares; 2025Q1: 4,629 shares 4,629 $2.39M 0.55% +2,989 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; 2023Q2: 3,752 shares; 2023Q3: 3,622 shares; 2023Q4: 3,622 shares; 2024Q1: 3,473 shares; 2024Q2: 3,601 shares; 2024Q3: 3,718 shares; 2024Q4: 3,729 shares; 2025Q1: 3,839 shares 3,839 $2.38M 0.54% +110 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 3,658 shares; 2023Q4: 3,529 shares; 2024Q1: 3,747 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,071 shares; 2025Q1: 4,080 shares 4,080 $2.35M 0.54% +9 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 9,905 shares; 2023Q4: 10,156 shares; 2024Q1: 11,082 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,657 shares; 2025Q1: 10,918 shares 10,918 $2.28M 0.52% +261 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; 2023Q2: not reported; 2023Q3: 7,298 shares; 2023Q4: 7,433 shares; 2024Q1: 10,261 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,364 shares; 2025Q1: 17,522 shares 17,522 $2.27M 0.52% +158 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 11,393 shares; 2023Q4: 12,137 shares; 2024Q1: 13,573 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,853 shares; 2025Q1: 21,003 shares 21,003 $2.27M 0.52% +1,150 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 12,539 shares; 2023Q4: 12,230 shares; 2024Q1: 12,196 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,598 shares; 2025Q1: 10,429 shares 10,429 $2.19M 0.5% -1,169 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 13,229 shares; 2023Q4: 11,899 shares; 2024Q1: 11,840 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,204 shares; 2025Q1: 12,158 shares 12,158 $2.01M 0.46% -46 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; 2023Q2: not reported; 2023Q3: 7,468 shares; 2023Q4: 7,233 shares; 2024Q1: 7,307 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,728 shares; 2025Q1: 7,702 shares 7,702 $1.91M 0.44% -26 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,952 shares; 2023Q3: 15,903 shares; 2023Q4: 13,009 shares; 2024Q1: 12,960 shares; 2024Q2: 12,377 shares; 2024Q3: 12,381 shares; 2024Q4: 12,235 shares; 2025Q1: 12,275 shares 12,275 $1.9M 0.43% +40 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,902 shares; 2024Q3: 27,009 shares; 2024Q4: 34,018 shares; 2025Q1: 35,583 shares 35,583 $1.86M 0.43% +1,565 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; 2023Q2: 2,285 shares; 2023Q3: 2,513 shares; 2023Q4: 2,744 shares; 2024Q1: 2,753 shares; 2024Q2: 2,731 shares; 2024Q3: 2,480 shares; 2024Q4: 2,390 shares; 2025Q1: 3,164 shares 3,164 $1.82M 0.42% +774 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; 2023Q2: not reported; 2023Q3: 5,055 shares; 2023Q4: 4,649 shares; 2024Q1: 4,558 shares; 2024Q2: 4,409 shares; 2024Q3: 4,409 shares; 2024Q4: 4,425 shares; 2025Q1: 6,272 shares 6,272 $1.74M 0.4% +1,847 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; 2023Q2: 2,338 shares; 2023Q3: 2,378 shares; 2023Q4: 2,298 shares; 2024Q1: 2,193 shares; 2024Q2: 2,178 shares; 2024Q3: 2,520 shares; 2024Q4: 2,497 shares; 2025Q1: 3,532 shares 3,532 $1.73M 0.4% +1,035 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; 2023Q2: 30,565 shares; 2023Q3: 30,164 shares; 2023Q4: 29,208 shares; 2024Q1: 30,373 shares; 2024Q2: 28,979 shares; 2024Q3: 29,062 shares; 2024Q4: 28,820 shares; 2025Q1: 28,926 shares 28,926 $1.67M 0.38% +106 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 25,134 shares; 2023Q4: 25,184 shares; 2024Q1: 22,019 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,469 shares; 2025Q1: 21,269 shares 21,269 $1.6M 0.37% -200 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; 2023Q2: not reported; 2023Q3: 17,296 shares; 2023Q4: 19,815 shares; 2024Q1: 18,821 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 23,843 shares; 2025Q1: 24,520 shares 24,520 $1.56M 0.36% +677 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 19,721 shares; 2023Q4: 19,697 shares; 2024Q1: 19,487 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18,819 shares; 2025Q1: 18,503 shares 18,503 $1.54M 0.35% -316 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 30,268 shares; 2023Q3: 25,725 shares; 2023Q4: 23,494 shares; 2024Q1: 22,317 shares; 2024Q2: 20,870 shares; 2024Q3: 15,466 shares; 2024Q4: 15,433 shares; 2025Q1: 14,901 shares 14,901 $1.5M 0.34% -532 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 3,410 shares; 2023Q4: 3,411 shares; 2024Q1: 3,420 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,697 shares; 2025Q1: 3,707 shares 3,707 $1.4M 0.32% +10 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; 2023Q2: 26,849 shares; 2023Q3: 26,882 shares; 2023Q4: 26,804 shares; 2024Q1: 26,950 shares; 2024Q2: 27,128 shares; 2024Q3: 27,072 shares; 2024Q4: 27,026 shares; 2025Q1: 22,751 shares 22,751 $1.39M 0.32% -4,275 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,272 shares; 2024Q2: 10,310 shares; 2024Q3: 12,459 shares; 2024Q4: 21,121 shares; 2025Q1: 23,701 shares 23,701 $1.37M 0.31% +2,580 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; 2023Q2: not reported; 2023Q3: 16,638 shares; 2023Q4: 15,140 shares; 2024Q1: 14,696 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,508 shares; 2025Q1: 13,445 shares 13,445 $1.35M 0.31% -1,063 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,408 shares; 2025Q1: 28,589 shares 28,589 $1.34M 0.31% +19,181 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,269 shares; 2023Q3: 6,150 shares; 2023Q4: 6,070 shares; 2024Q1: 5,428 shares; 2024Q2: 5,431 shares; 2024Q3: 5,355 shares; 2024Q4: 4,893 shares; 2025Q1: 4,759 shares 4,759 $1.32M 0.3% -134 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,623 shares; 2023Q3: 7,159 shares; 2023Q4: 6,636 shares; 2024Q1: 6,721 shares; 2024Q2: 6,745 shares; 2024Q3: 6,779 shares; 2024Q4: 6,689 shares; 2025Q1: 6,305 shares 6,305 $1.32M 0.3% -384 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 5,325 shares; 2023Q4: 4,880 shares; 2024Q1: 14,090 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,976 shares; 2025Q1: 15,000 shares 15,000 $1.31M 0.3% +24 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 3,291 shares; 2023Q4: 3,292 shares; 2024Q1: 3,293 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,402 shares; 2025Q1: 3,423 shares 3,423 $1.28M 0.29% +21 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,414 shares; 2023Q3: 4,416 shares; 2023Q4: 4,430 shares; 2024Q1: 2,906 shares; 2024Q2: 2,909 shares; 2024Q3: 3,592 shares; 2024Q4: 3,915 shares; 2025Q1: 5,003 shares 5,003 $1.28M 0.29% +1,088 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,291 shares; 2023Q3: 1,264 shares; 2023Q4: 1,244 shares; 2024Q1: 1,215 shares; 2024Q2: 1,228 shares; 2024Q3: 1,231 shares; 2024Q4: 1,246 shares; 2025Q1: 1,246 shares 1,246 $1.21M 0.28% 0 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; 2023Q2: not reported; 2023Q3: 2,446 shares; 2023Q4: 2,310 shares; 2024Q1: 2,685 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,978 shares; 2025Q1: 3,319 shares 3,319 $1.21M 0.28% +341 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 5,293 shares; 2023Q4: 5,293 shares; 2024Q1: 5,293 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,293 shares; 2025Q1: 5,366 shares 5,366 $1.19M 0.27% +73 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; 2023Q2: not reported; 2023Q3: 6,684 shares; 2023Q4: 6,472 shares; 2024Q1: 6,968 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,423 shares; 2025Q1: 5,383 shares 5,383 $1.14M 0.26% -40 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; 2023Q2: not reported; 2023Q3: 9,433 shares; 2023Q4: 9,634 shares; 2024Q1: 9,215 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,980 shares; 2025Q1: 9,424 shares 9,424 $1.13M 0.26% +444 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; 2023Q2: not reported; 2023Q3: 2,708 shares; 2023Q4: 2,720 shares; 2024Q1: 2,737 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,658 shares; 2025Q1: 3,936 shares 3,936 $1.12M 0.26% +278 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; 2023Q2: 2,862 shares; 2023Q3: 3,145 shares; 2023Q4: 3,145 shares; 2024Q1: 3,145 shares; 2024Q2: 3,451 shares; 2024Q3: 3,492 shares; 2024Q4: 3,407 shares; 2025Q1: 3,970 shares 3,970 $1.1M 0.25% +563 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 612 shares; 2023Q4: 604 shares; 2024Q1: 540 shares; 2024Q2: 570 shares; 2024Q3: 6,256 shares; 2024Q4: 5,597 shares; 2025Q1: 5,620 shares 5,620 $1.07M 0.25% +23 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 2,752 shares; 2023Q4: 2,757 shares; 2024Q1: 2,873 shares; 2024Q2: 2,851 shares; 2024Q3: 2,868 shares; 2024Q4: 3,287 shares; 2025Q1: 3,261 shares 3,261 $1.02M 0.23% -26 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,781 shares; 2023Q3: 12,755 shares; 2023Q4: 9,986 shares; 2024Q1: 10,039 shares; 2024Q2: 9,961 shares; 2024Q3: 7,831 shares; 2024Q4: 7,642 shares; 2025Q1: 6,650 shares 6,650 $1.02M 0.23% -992 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 8,317 shares; 2023Q4: 7,918 shares; 2024Q1: 7,701 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,194 shares; 2025Q1: 6,926 shares 6,926 $1.01M 0.23% -268 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; 2023Q2: not reported; 2023Q3: 955 shares; 2023Q4: 1,162 shares; 2024Q1: 1,235 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,667 shares; 2025Q1: 1,871 shares 1,871 $991K 0.23% +204 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; 2023Q2: not reported; 2023Q3: 5,970 shares; 2023Q4: 6,172 shares; 2024Q1: 6,228 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,621 shares; 2025Q1: 4,589 shares 4,589 $977K 0.22% -32 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,281 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,181 shares; 2025Q1: 9,219 shares 9,219 $973K 0.22% -962 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 14,289 shares; 2023Q3: 14,296 shares; 2023Q4: 14,304 shares; 2024Q1: 14,011 shares; 2024Q2: 14,019 shares; 2024Q3: 14,026 shares; 2024Q4: 14,032 shares; 2025Q1: 14,039 shares 14,039 $911K 0.21% +7 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 13,484 shares; 2023Q4: 13,567 shares; 2024Q1: 12,680 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,211 shares; 2025Q1: 9,219 shares 9,219 $895K 0.2% +8 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 6,871 shares; 2023Q4: 6,857 shares; 2024Q1: 8,692 shares; 2024Q2: 9,465 shares; 2024Q3: 7,006 shares; 2024Q4: 7,606 shares; 2025Q1: 6,985 shares 6,985 $889K 0.2% -621 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; 2023Q2: not reported; 2023Q3: 4,700 shares; 2023Q4: 4,576 shares; 2024Q1: 4,605 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,709 shares; 2025Q1: 7,670 shares 7,670 $888K 0.2% -1,039 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; 2023Q2: 6,838 shares; 2023Q3: 6,991 shares; 2023Q4: 7,378 shares; 2024Q1: 7,618 shares; 2024Q2: 7,634 shares; 2024Q3: 7,580 shares; 2024Q4: 7,594 shares; 2025Q1: 7,454 shares 7,454 $881K 0.2% -140 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 36,242 shares; 2024Q4: 34,549 shares; 2025Q1: 33,195 shares 33,195 $870K 0.2% -1,354 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 1,428 shares; 2023Q4: 1,429 shares; 2024Q1: 1,429 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,398 shares; 2025Q1: 1,398 shares 1,398 $857K 0.2% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,925 shares; 2024Q3: 2,807 shares; 2024Q4: 2,725 shares; 2025Q1: 2,454 shares 2,454 $843K 0.19% -271 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,233 shares; 2024Q1: 3,142 shares; 2024Q2: 3,577 shares; 2024Q3: 3,828 shares; 2024Q4: 3,953 shares; 2025Q1: 4,794 shares 4,794 $842K 0.19% +841 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; 2023Q2: 2,443 shares; 2023Q3: 2,457 shares; 2023Q4: 2,476 shares; 2024Q1: 2,596 shares; 2024Q2: 2,596 shares; 2024Q3: 2,608 shares; 2024Q4: 2,608 shares; 2025Q1: 2,645 shares 2,645 $812K 0.19% +37 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; 2023Q2: not reported; 2023Q3: 12,049 shares; 2023Q4: 12,376 shares; 2024Q1: 11,861 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,782 shares; 2025Q1: 11,766 shares 11,766 $811K 0.19% -16 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 30,105 shares; 2023Q3: 28,468 shares; 2023Q4: 26,786 shares; 2024Q1: 23,796 shares; 2024Q2: 22,289 shares; 2024Q3: 20,906 shares; 2024Q4: 20,329 shares; 2025Q1: 16,685 shares 16,685 $804K 0.18% -3,644 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; 2023Q2: not reported; 2023Q3: 25,169 shares; 2023Q4: 25,016 shares; 2024Q1: 22,241 shares; 2024Q2: 19,759 shares; 2024Q3: 18,645 shares; 2024Q4: 18,747 shares; 2025Q1: 18,645 shares 18,645 $803K 0.18% -102 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; 2023Q2: not reported; 2023Q3: 6,542 shares; 2023Q4: 7,312 shares; 2024Q1: 11,409 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 36,594 shares; 2025Q1: 39,491 shares 39,491 $800K 0.18% +2,897 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; 2023Q2: not reported; 2023Q3: 2,250 shares; 2023Q4: 2,550 shares; 2024Q1: 2,474 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,626 shares; 2025Q1: 4,326 shares 4,326 $799K 0.18% -300 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 2,499 shares; 2023Q4: 2,570 shares; 2024Q1: 2,600 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,621 shares; 2025Q1: 2,600 shares 2,600 $795K 0.18% -21 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,001 shares; 2025Q1: 27,994 shares 27,994 $786K 0.18% +6,993 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,230 shares; 2023Q3: 3,295 shares; 2023Q4: 3,295 shares; 2024Q1: 3,295 shares; 2024Q2: 3,328 shares; 2024Q3: 3,328 shares; 2024Q4: 3,328 shares; 2025Q1: 3,328 shares 3,328 $785K 0.18% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 5,397 shares; 2023Q4: 5,406 shares; 2024Q1: 6,065 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 28,867 shares; 2025Q1: 29,832 shares 29,832 $784K 0.18% +965 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,585 shares; 2024Q3: 9,086 shares; 2024Q4: 13,448 shares; 2025Q1: 14,527 shares 14,527 $781K 0.18% +1,079 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; 2023Q2: not reported; 2023Q3: 12,039 shares; 2023Q4: 10,248 shares; 2024Q1: 8,892 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,468 shares; 2025Q1: 10,435 shares 10,435 $775K 0.18% -33 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; 2023Q2: not reported; 2023Q3: 6,188 shares; 2023Q4: 7,700 shares; 2024Q1: 8,983 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 29,340 shares; 2025Q1: 28,149 shares 28,149 $764K 0.17% -1,191 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 5,656 shares; 2023Q4: 8,379 shares; 2024Q1: 10,544 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,359 shares; 2025Q1: 9,997 shares 9,997 $760K 0.17% +638 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; 2023Q2: not reported; 2023Q3: 3,187 shares; 2023Q4: 3,188 shares; 2024Q1: 3,204 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,211 shares; 2025Q1: 3,211 shares 3,211 $755K 0.17% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 7,008 shares; 2023Q4: 7,098 shares; 2024Q1: 7,082 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,674 shares; 2025Q1: 7,686 shares 7,686 $736K 0.17% +12 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; 2023Q2: 19,681 shares; 2023Q3: 19,805 shares; 2023Q4: 17,949 shares; 2024Q1: 17,318 shares; 2024Q2: 17,462 shares; 2024Q3: 21,747 shares; 2024Q4: 20,298 shares; 2025Q1: 19,715 shares 19,715 $722K 0.17% -583 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,296 shares; 2023Q3: 14,818 shares; 2023Q4: 15,645 shares; 2024Q1: 20,978 shares; 2024Q2: 23,463 shares; 2024Q3: 29,176 shares; 2024Q4: 31,112 shares; 2025Q1: 32,662 shares 32,662 $720K 0.16% +1,550 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; 2023Q2: 1,049 shares; 2023Q3: 1,048 shares; 2023Q4: 949 shares; 2024Q1: 967 shares; 2024Q2: 968 shares; 2024Q3: 1,069 shares; 2024Q4: 1,184 shares; 2025Q1: 1,234 shares 1,234 $716K 0.16% +50 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; 2023Q2: not reported; 2023Q3: 4,593 shares; 2023Q4: 4,860 shares; 2024Q1: 4,916 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,659 shares; 2025Q1: 4,672 shares 4,672 $708K 0.16% +13 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; 2023Q2: not reported; 2023Q3: 22,120 shares; 2023Q4: 20,531 shares; 2024Q1: 19,955 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18,404 shares; 2025Q1: 19,388 shares 19,388 $704K 0.16% +984 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 7,302 shares; 2023Q4: 7,319 shares; 2024Q1: 7,394 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,821 shares; 2025Q1: 7,553 shares 7,553 $671K 0.15% -268 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 3,547 shares; 2023Q4: 3,749 shares; 2024Q1: 2,139 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,927 shares; 2025Q1: 1,914 shares 1,914 $654K 0.15% -13 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 4,940 shares; 2023Q4: 4,457 shares; 2024Q1: 4,459 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,914 shares; 2025Q1: 4,079 shares 4,079 $653K 0.15% +165 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 4,548 shares; 2023Q4: 4,746 shares; 2024Q1: 4,968 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,392 shares; 2025Q1: 5,662 shares 5,662 $647K 0.15% +270 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,133 shares; 2023Q3: 1,205 shares; 2023Q4: 1,365 shares; 2024Q1: 1,325 shares; 2024Q2: 1,454 shares; 2024Q3: 1,404 shares; 2024Q4: 1,504 shares; 2025Q1: 1,404 shares 1,404 $645K 0.15% -100 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 11,740 shares; 2023Q4: 12,633 shares; 2024Q1: 8,827 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,635 shares; 2025Q1: 15,285 shares 15,285 $636K 0.15% +1,650 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; 2023Q2: 1,472 shares; 2023Q3: 1,422 shares; 2023Q4: 1,422 shares; 2024Q1: 1,472 shares; 2024Q2: 1,477 shares; 2024Q3: 1,478 shares; 2024Q4: 1,482 shares; 2025Q1: 1,482 shares 1,482 $628K 0.14% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 3,062 shares; 2023Q4: 3,062 shares; 2024Q1: 3,062 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,708 shares; 2025Q1: 2,666 shares 2,666 $625K 0.14% -42 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; 2023Q2: 10,094 shares; 2023Q3: 10,083 shares; 2023Q4: 8,496 shares; 2024Q1: 8,888 shares; 2024Q2: 9,157 shares; 2024Q3: 9,442 shares; 2024Q4: 9,459 shares; 2025Q1: 8,803 shares 8,803 $617K 0.14% -656 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 1,256 shares; 2023Q4: 1,276 shares; 2024Q1: 6,439 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,756 shares; 2025Q1: 10,151 shares 10,151 $612K 0.14% +395 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,187 shares; 2024Q1: 13,481 shares; 2024Q2: 15,281 shares; 2024Q3: 15,983 shares; 2024Q4: 16,368 shares; 2025Q1: 17,338 shares 17,338 $595K 0.14% +970 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,328 shares; 2024Q1: 1,449 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,956 shares; 2025Q1: 2,198 shares 2,198 $583K 0.13% +242 Timeline QTEC 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; 2023Q2: not reported; 2023Q3: 3,535 shares; 2023Q4: 3,495 shares; 2024Q1: 3,045 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,045 shares; 2025Q1: 3,045 shares 3,045 $570K 0.13% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,161 shares; 2023Q3: 7,171 shares; 2023Q4: 6,729 shares; 2024Q1: 6,791 shares; 2024Q2: 6,575 shares; 2024Q3: 6,584 shares; 2024Q4: 6,648 shares; 2025Q1: 6,657 shares 6,657 $560K 0.13% +9 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; 2023Q2: 3,447 shares; 2023Q3: 3,451 shares; 2023Q4: 3,595 shares; 2024Q1: 3,619 shares; 2024Q2: 3,711 shares; 2024Q3: 3,715 shares; 2024Q4: 3,789 shares; 2025Q1: 3,788 shares 3,788 $557K 0.13% -1 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; 2023Q2: 8,058 shares; 2023Q3: 8,062 shares; 2023Q4: 7,281 shares; 2024Q1: 7,126 shares; 2024Q2: 6,929 shares; 2024Q3: 7,057 shares; 2024Q4: 7,062 shares; 2025Q1: 7,064 shares 7,064 $557K 0.13% +2 Timeline CLBK COLUMBIA FINL INC More: the full row for COLUMBIA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 57,409 shares; 2023Q4: 42,409 shares; 2024Q1: 42,409 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 36,556 shares; 2025Q1: 36,056 shares 36,056 $554K 0.13% -500 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 20,382 shares; 2024Q1: 20,239 shares; 2024Q2: 26,557 shares; 2024Q3: 27,554 shares; 2024Q4: 28,572 shares; 2025Q1: 28,145 shares 28,145 $550K 0.13% -427 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; 2023Q2: not reported; 2023Q3: 5,167 shares; 2023Q4: 5,182 shares; 2024Q1: 7,568 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 23,878 shares; 2025Q1: 23,878 shares 23,878 $544K 0.12% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 1,623 shares; 2023Q4: 1,870 shares; 2024Q1: 2,024 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,280 shares; 2025Q1: 2,323 shares 2,323 $537K 0.12% +43 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,129 shares; 2023Q3: 5,157 shares; 2023Q4: 4,703 shares; 2024Q1: 4,664 shares; 2024Q2: 4,674 shares; 2024Q3: 4,720 shares; 2024Q4: 5,100 shares; 2025Q1: 5,131 shares 5,131 $524K 0.12% +31 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,588 shares; 2024Q1: 18,862 shares; 2024Q2: 23,771 shares; 2024Q3: 23,953 shares; 2024Q4: 24,036 shares; 2025Q1: 25,664 shares 25,664 $520K 0.12% +1,628 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,094 shares 9,094 $518K 0.12% new 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; 2023Q2: not reported; 2023Q3: 5,294 shares; 2023Q4: 5,177 shares; 2024Q1: 5,151 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,782 shares; 2025Q1: 5,640 shares 5,640 $513K 0.12% -142 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 17,164 shares; 2023Q4: 14,291 shares; 2024Q1: 15,326 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18,453 shares; 2025Q1: 17,438 shares 17,438 $512K 0.12% -1,015 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 981 shares; 2025Q1: 1,372 shares 1,372 $511K 0.12% +391 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 4,696 shares; 2023Q4: 4,696 shares; 2024Q1: 4,696 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,696 shares; 2025Q1: 4,696 shares 4,696 $502K 0.11% 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 335 shares; 2025Q1: 512 shares 512 $493K 0.11% +177 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,692 shares; 2023Q3: 5,833 shares; 2023Q4: 5,833 shares; 2024Q1: 5,833 shares; 2024Q2: 5,833 shares; 2024Q3: 5,833 shares; 2024Q4: 5,833 shares; 2025Q1: 5,833 shares 5,833 $491K 0.11% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,811 shares; 2023Q3: 2,869 shares; 2023Q4: 2,852 shares; 2024Q1: 3,304 shares; 2024Q2: 3,308 shares; 2024Q3: 3,337 shares; 2024Q4: 3,366 shares; 2025Q1: 4,007 shares 4,007 $486K 0.11% +641 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 920 shares; 2023Q4: 930 shares; 2024Q1: 930 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 930 shares; 2025Q1: 930 shares 930 $476K 0.11% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,384 shares; 2023Q3: 2,411 shares; 2023Q4: 2,440 shares; 2024Q1: 2,470 shares; 2024Q2: 2,473 shares; 2024Q3: 2,476 shares; 2024Q4: 2,220 shares; 2025Q1: 2,216 shares 2,216 $471K 0.11% -4 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 2,891 shares; 2023Q4: 2,946 shares; 2024Q1: 2,956 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,998 shares; 2025Q1: 3,007 shares 3,007 $470K 0.11% +9 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,121 shares; 2023Q3: 1,105 shares; 2023Q4: 1,305 shares; 2024Q1: 1,355 shares; 2024Q2: 1,105 shares; 2024Q3: 1,133 shares; 2024Q4: 1,062 shares; 2025Q1: 1,636 shares 1,636 $468K 0.11% +574 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 2,622 shares; 2023Q4: 2,407 shares; 2024Q1: 2,364 shares; 2024Q2: 2,231 shares; 2024Q3: 2,273 shares; 2024Q4: 2,543 shares; 2025Q1: 2,504 shares 2,504 $453K 0.1% -39 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; 2023Q2: 862 shares; 2023Q3: 862 shares; 2023Q4: 847 shares; 2024Q1: 847 shares; 2024Q2: 868 shares; 2024Q3: 883 shares; 2024Q4: 885 shares; 2025Q1: 885 shares 885 $450K 0.1% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 8,068 shares; 2023Q4: 8,068 shares; 2024Q1: 8,068 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,068 shares; 2025Q1: 8,068 shares 8,068 $444K 0.1% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 5,526 shares; 2023Q4: 5,544 shares; 2024Q1: 5,563 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,619 shares; 2025Q1: 4,111 shares 4,111 $439K 0.1% -508 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 1,001 shares; 2023Q4: 1,325 shares; 2024Q1: 1,298 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,597 shares; 2025Q1: 1,642 shares 1,642 $436K 0.1% +45 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; 2023Q2: not reported; 2023Q3: 4,762 shares; 2023Q4: 4,253 shares; 2024Q1: 4,066 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,047 shares; 2025Q1: 4,047 shares 4,047 $432K 0.1% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,390 shares; 2025Q1: 5,501 shares 5,501 $429K 0.1% +111 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; 2023Q2: not reported; 2023Q3: 1,183 shares; 2023Q4: 1,183 shares; 2024Q1: 1,198 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,242 shares; 2025Q1: 1,247 shares 1,247 $427K 0.1% +5 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,611 shares; 2024Q4: 4,005 shares; 2025Q1: 4,730 shares 4,730 $426K 0.1% +725 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,509 shares; 2023Q3: 8,442 shares; 2023Q4: 8,931 shares; 2024Q1: 7,567 shares; 2024Q2: 8,445 shares; 2024Q3: 8,434 shares; 2024Q4: 8,369 shares; 2025Q1: 8,419 shares 8,419 $422K 0.1% +50 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; 2023Q2: not reported; 2023Q3: 1,684 shares; 2023Q4: 1,708 shares; 2024Q1: 1,713 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,140 shares; 2025Q1: 2,143 shares 2,143 $421K 0.1% +3 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 6,198 shares; 2023Q4: 6,199 shares; 2024Q1: 6,152 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,491 shares; 2025Q1: 6,136 shares 6,136 $413K 0.09% -1,355 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,080 shares; 2023Q3: 1,074 shares; 2023Q4: 1,074 shares; 2024Q1: 1,120 shares; 2024Q2: 1,293 shares; 2024Q3: 1,293 shares; 2024Q4: 1,405 shares; 2025Q1: 1,406 shares 1,406 $410K 0.09% +1 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; 2023Q2: 1,876 shares; 2023Q3: 1,812 shares; 2023Q4: 1,974 shares; 2024Q1: 2,000 shares; 2024Q2: 1,975 shares; 2024Q3: 1,886 shares; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares 1,886 $410K 0.09% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 5,710 shares; 2023Q4: 5,710 shares; 2024Q1: 5,710 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,710 shares; 2025Q1: 5,710 shares 5,710 $409K 0.09% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,073 shares; 2024Q3: 17,527 shares; 2024Q4: 18,353 shares; 2025Q1: 17,914 shares 17,914 $403K 0.09% -439 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,817 shares; 2023Q3: 2,633 shares; 2023Q4: 2,653 shares; 2024Q1: 2,633 shares; 2024Q2: 2,650 shares; 2024Q3: 2,636 shares; 2024Q4: 2,646 shares; 2025Q1: 2,643 shares 2,643 $402K 0.09% -3 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; 2023Q2: not reported; 2023Q3: 2,960 shares; 2023Q4: 2,612 shares; 2024Q1: 3,042 shares; 2024Q2: 3,443 shares; 2024Q3: 4,605 shares; 2024Q4: 5,380 shares; 2025Q1: 5,110 shares 5,110 $402K 0.09% -270 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 2,058 shares; 2023Q4: 2,058 shares; 2024Q1: 2,058 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,133 shares; 2025Q1: 2,117 shares 2,117 $402K 0.09% -16 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 3,191 shares; 2023Q4: 3,196 shares; 2024Q1: 3,198 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,202 shares; 2025Q1: 3,203 shares 3,203 $399K 0.09% +1 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,603 shares; 2025Q1: 4,083 shares 4,083 $395K 0.09% +480 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,966 shares; 2024Q4: 8,095 shares; 2025Q1: 9,304 shares 9,304 $395K 0.09% +1,209 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; 2023Q2: not reported; 2023Q3: 1,507 shares; 2023Q4: 1,617 shares; 2024Q1: 1,637 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,715 shares; 2025Q1: 1,515 shares 1,515 $392K 0.09% -200 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 26,306 shares; 2023Q3: 30,877 shares; 2023Q4: 33,187 shares; 2024Q1: 39,986 shares; 2024Q2: 41,126 shares; 2024Q3: 33,684 shares; 2024Q4: 31,949 shares; 2025Q1: 31,025 shares 31,025 $390K 0.09% -924 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 742 shares; 2024Q2: 992 shares; 2024Q3: 1,150 shares; 2024Q4: 1,047 shares; 2025Q1: 1,250 shares 1,250 $379K 0.09% +203 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; 2023Q2: not reported; 2023Q3: 881 shares; 2023Q4: 711 shares; 2024Q1: 711 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 715 shares; 2025Q1: 716 shares 716 $372K 0.09% +1 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12,640 shares; 2024Q1: 16,078 shares; 2024Q2: 18,185 shares; 2024Q3: 19,597 shares; 2024Q4: 19,785 shares; 2025Q1: 19,101 shares 19,101 $372K 0.09% -684 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,014 shares 20,014 $370K 0.08% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,566 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,085 shares; 2025Q1: 4,703 shares 4,703 $367K 0.08% -382 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,211 shares; 2024Q3: 1,331 shares; 2024Q4: 1,581 shares; 2025Q1: 1,589 shares 1,589 $363K 0.08% +8 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13,024 shares; 2024Q1: 14,581 shares; 2024Q2: 14,882 shares; 2024Q3: 18,436 shares; 2024Q4: 17,489 shares; 2025Q1: 17,525 shares 17,525 $362K 0.08% +36 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; 2023Q2: 1,756 shares; 2023Q3: 2,127 shares; 2023Q4: 1,528 shares; 2024Q1: 1,524 shares; 2024Q2: 1,562 shares; 2024Q3: 1,578 shares; 2024Q4: 1,579 shares; 2025Q1: 1,581 shares 1,581 $358K 0.08% +2 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 5,289 shares; 2023Q4: 5,396 shares; 2024Q1: 4,417 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,853 shares; 2025Q1: 4,804 shares 4,804 $356K 0.08% -49 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; 2023Q2: 6,483 shares; 2023Q3: 6,598 shares; 2023Q4: 6,652 shares; 2024Q1: 7,126 shares; 2024Q2: 6,564 shares; 2024Q3: 6,859 shares; 2024Q4: 6,795 shares; 2025Q1: 6,555 shares 6,555 $356K 0.08% -240 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; 2023Q2: not reported; 2023Q3: 3,179 shares; 2023Q4: 2,975 shares; 2024Q1: 2,975 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,112 shares; 2025Q1: 3,138 shares 3,138 $355K 0.08% +26 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,635 shares; 2023Q3: 6,635 shares; 2023Q4: 6,060 shares; 2024Q1: 6,250 shares; 2024Q2: 6,250 shares; 2024Q3: 6,254 shares; 2024Q4: 5,625 shares; 2025Q1: 5,625 shares 5,625 $354K 0.08% 0 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; 2023Q2: not reported; 2023Q3: 9,603 shares; 2023Q4: 9,695 shares; 2024Q1: 9,856 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,039 shares; 2025Q1: 10,435 shares 10,435 $351K 0.08% +2,396 Timeline FTSL 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; 2023Q2: 7,000 shares; 2023Q3: 7,000 shares; 2023Q4: 7,612 shares; 2024Q1: 7,612 shares; 2024Q2: 7,612 shares; 2024Q3: 7,612 shares; 2024Q4: 7,612 shares; 2025Q1: 7,612 shares 7,612 $350K 0.08% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,180 shares; 2023Q3: 9,248 shares; 2023Q4: 7,034 shares; 2024Q1: 7,034 shares; 2024Q2: 7,034 shares; 2024Q3: 7,034 shares; 2024Q4: 7,034 shares; 2025Q1: 7,034 shares 7,034 $349K 0.08% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,582 shares; 2023Q3: 3,436 shares; 2023Q4: 3,664 shares; 2024Q1: 3,814 shares; 2024Q2: 3,932 shares; 2024Q3: 3,799 shares; 2024Q4: 3,811 shares; 2025Q1: 3,822 shares 3,822 $344K 0.08% +11 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 752 shares; 2023Q4: 754 shares; 2024Q1: 755 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 710 shares; 2025Q1: 711 shares 711 $341K 0.08% +1 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,433 shares; 2025Q1: 3,446 shares 3,446 $339K 0.08% +13 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 659 shares; 2023Q3: 659 shares; 2023Q4: 659 shares; 2024Q1: 559 shares; 2024Q2: 559 shares; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 509 shares 509 $336K 0.08% 0 Timeline PGC PEAPACK-GLADSTONE FINL CORP More: the full row for PEAPACK-GLADSTONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 8,329 shares; 2023Q4: 8,329 shares; 2024Q1: 8,329 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,027 shares; 2025Q1: 11,027 shares 11,027 $326K 0.07% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,413 shares; 2023Q3: 1,394 shares; 2023Q4: 1,448 shares; 2024Q1: 1,411 shares; 2024Q2: 1,329 shares; 2024Q3: 1,331 shares; 2024Q4: 1,333 shares; 2025Q1: 1,334 shares 1,334 $323K 0.07% +1 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,502 shares; 2024Q4: 1,507 shares; 2025Q1: 1,510 shares 1,510 $318K 0.07% +3 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,419 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,039 shares; 2025Q1: 13,039 shares 13,039 $313K 0.07% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,500 shares; 2023Q3: 17,500 shares; 2023Q4: 17,500 shares; 2024Q1: 17,500 shares; 2024Q2: 17,500 shares; 2024Q3: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares 17,500 $312K 0.07% 0 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,243 shares; 2024Q4: 11,145 shares; 2025Q1: 11,671 shares 11,671 $302K 0.07% +526 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,167 shares; 2023Q3: 3,280 shares; 2023Q4: not reported; 2024Q1: 2,079 shares; 2024Q2: 2,199 shares; 2024Q3: 2,213 shares; 2024Q4: 2,232 shares; 2025Q1: 2,236 shares 2,236 $301K 0.07% +4 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,009 shares; 2023Q3: 8,009 shares; 2023Q4: 8,009 shares; 2024Q1: 7,881 shares; 2024Q2: 7,881 shares; 2024Q3: 7,781 shares; 2024Q4: 7,914 shares; 2025Q1: 7,769 shares 7,769 $300K 0.07% -145 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,158 shares; 2024Q1: 7,208 shares; 2024Q2: 8,503 shares; 2024Q3: 8,507 shares; 2024Q4: 8,832 shares; 2025Q1: 8,783 shares 8,783 $299K 0.07% -49 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 2,835 shares; 2023Q4: 2,747 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,869 shares; 2024Q4: 3,870 shares; 2025Q1: 3,870 shares 3,870 $298K 0.07% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,343 shares; 2024Q1: 1,373 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,573 shares; 2025Q1: 1,545 shares 1,545 $297K 0.07% -28 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,360 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,370 shares; 2025Q1: 4,245 shares 4,245 $296K 0.07% -125 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 910 shares; 2024Q1: 955 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,135 shares; 2025Q1: 1,161 shares 1,161 $295K 0.07% +26 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 394 shares; 2024Q1: 403 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 403 shares; 2025Q1: 403 shares 403 $293K 0.07% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 1,541 shares; 2023Q4: 1,564 shares; 2024Q1: 1,614 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,646 shares; 2025Q1: 1,581 shares 1,581 $293K 0.07% -65 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 65,483 shares; 2023Q4: 35,702 shares; 2024Q1: 87,832 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32,295 shares; 2025Q1: 31,795 shares 31,795 $291K 0.07% -500 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares 3,000 $287K 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; 2023Q2: not reported; 2023Q3: 590 shares; 2023Q4: 604 shares; 2024Q1: 639 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 647 shares; 2025Q1: 647 shares 647 $282K 0.06% 0 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,966 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,829 shares; 2025Q1: 4,829 shares 4,829 $274K 0.06% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 1,160 shares; 2023Q4: 1,158 shares; 2024Q1: 1,155 shares; 2024Q2: 1,238 shares; 2024Q3: 1,197 shares; 2024Q4: 1,197 shares; 2025Q1: 1,197 shares 1,197 $274K 0.06% 0 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,952 shares; 2024Q4: 7,975 shares; 2025Q1: 7,975 shares 7,975 $270K 0.06% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,130 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,962 shares; 2025Q1: 10,962 shares 10,962 $269K 0.06% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,625 shares; 2023Q3: 2,675 shares; 2023Q4: 2,675 shares; 2024Q1: 2,675 shares; 2024Q2: 2,675 shares; 2024Q3: 2,675 shares; 2024Q4: 2,675 shares; 2025Q1: 2,675 shares 2,675 $265K 0.06% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 13,276 shares; 2023Q4: 13,293 shares; 2024Q1: 10,275 shares; 2024Q2: 10,276 shares; 2024Q3: 10,277 shares; 2024Q4: 10,277 shares; 2025Q1: 10,277 shares 10,277 $264K 0.06% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 958 shares; 2023Q4: 961 shares; 2024Q1: 967 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 972 shares; 2025Q1: 973 shares 973 $263K 0.06% +1 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 1,973 shares; 2023Q4: 2,016 shares; 2024Q1: 2,020 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,035 shares; 2025Q1: 2,039 shares 2,039 $261K 0.06% +4 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,170 shares; 2024Q4: 6,196 shares; 2025Q1: 6,196 shares 6,196 $260K 0.06% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,128 shares; 2024Q2: 1,328 shares; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,348 shares 1,348 $259K 0.06% +20 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 660 shares; 2024Q3: 678 shares; 2024Q4: 668 shares; 2025Q1: 708 shares 708 $253K 0.06% +40 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares 3,000 $252K 0.06% 0 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,471 shares; 2024Q1: 5,777 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,900 shares; 2025Q1: 5,937 shares 5,937 $251K 0.06% +37 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,779 shares; 2024Q4: 2,261 shares; 2025Q1: 2,275 shares 2,275 $249K 0.06% +14 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,057 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,057 shares; 2025Q1: 1,057 shares 1,057 $249K 0.06% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,028 shares; 2023Q3: 2,173 shares; 2023Q4: 2,170 shares; 2024Q1: 2,214 shares; 2024Q2: 2,219 shares; 2024Q3: 2,219 shares; 2024Q4: 2,219 shares; 2025Q1: 2,219 shares 2,219 $246K 0.06% 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; 2023Q2: not reported; 2023Q3: 2,462 shares; 2023Q4: 2,257 shares; 2024Q1: 2,263 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,979 shares; 2025Q1: 1,938 shares 1,938 $245K 0.06% -41 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,372 shares; 2024Q1: 1,459 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,440 shares; 2025Q1: 1,389 shares 1,389 $245K 0.06% -51 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 745 shares; 2025Q1: 745 shares 745 $241K 0.06% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,008 shares; 2024Q4: 4,129 shares; 2025Q1: 4,129 shares 4,129 $241K 0.06% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 16,420 shares; 2023Q4: 16,361 shares; 2024Q1: 16,271 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,562 shares; 2025Q1: 9,881 shares 9,881 $239K 0.05% -1,681 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,673 shares; 2023Q3: 2,711 shares; 2023Q4: 2,733 shares; 2024Q1: 2,719 shares; 2024Q2: 2,395 shares; 2024Q3: 2,395 shares; 2024Q4: 2,370 shares; 2025Q1: 2,390 shares 2,390 $239K 0.05% +20 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,262 shares; 2024Q2: 1,325 shares; 2024Q3: 2,228 shares; 2024Q4: not reported; 2025Q1: 2,057 shares 2,057 $234K 0.05% new 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; 2023Q2: not reported; 2023Q3: 1,461 shares; 2023Q4: 1,461 shares; 2024Q1: 1,461 shares; 2024Q2: 1,480 shares; 2024Q3: 1,530 shares; 2024Q4: 1,530 shares; 2025Q1: 1,511 shares 1,511 $234K 0.05% -19 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,488 shares; 2025Q1: 4,488 shares 4,488 $234K 0.05% 0 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; 2023Q2: not reported; 2023Q3: 3,346 shares; 2023Q4: 3,446 shares; 2024Q1: 3,545 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,564 shares; 2025Q1: 3,546 shares 3,546 $230K 0.05% -18 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,891 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,204 shares; 2025Q1: 10,296 shares 10,296 $230K 0.05% +92 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 435 shares 435 $223K 0.05% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 9,515 shares; 2023Q4: 8,155 shares; 2024Q1: 8,119 shares; 2024Q2: 8,024 shares; 2024Q3: 7,865 shares; 2024Q4: 9,264 shares; 2025Q1: 6,474 shares 6,474 $221K 0.05% -2,790 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,151 shares; 2024Q4: not reported; 2025Q1: 2,112 shares 2,112 $220K 0.05% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares 4,000 $216K 0.05% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,810 shares; 2024Q4: 4,837 shares; 2025Q1: 4,837 shares 4,837 $216K 0.05% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,840 shares; 2023Q3: 11,563 shares; 2023Q4: 10,045 shares; 2024Q1: 8,065 shares; 2024Q2: 8,272 shares; 2024Q3: 7,650 shares; 2024Q4: 5,670 shares; 2025Q1: 2,633 shares 2,633 $215K 0.05% -3,037 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,325 shares 8,325 $212K 0.05% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares 1,200 $211K 0.05% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,157 shares 1,157 $209K 0.05% new Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares 5,000 $209K 0.05% 0 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,760 shares; 2024Q3: 1,599 shares; 2024Q4: 1,680 shares; 2025Q1: 1,549 shares 1,549 $208K 0.05% -131 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,539 shares 1,539 $207K 0.05% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,529 shares 2,529 $202K 0.05% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 395 shares 395 $201K 0.05% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,078 shares 1,078 $200K 0.05% new Timeline CURI CURIOSITYSTREAM INC More: the full row for CURIOSITYSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 49,800 shares; 2023Q3: 49,800 shares; 2023Q4: 49,705 shares; 2024Q1: 49,705 shares; 2024Q2: 45,405 shares; 2024Q3: 57,405 shares; 2024Q4: 67,587 shares; 2025Q1: 67,587 shares 67,587 $196K 0.04% 0 Timeline BWLP BW LPG LTD More: the full row for BW LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,100 shares 16,100 $188K 0.04% new Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,900 shares; 2025Q1: 14,400 shares 14,400 $166K 0.04% +1,500 Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,084 shares; 2025Q1: 13,184 shares 13,184 $161K 0.04% +1,100 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares 12,000 $141K 0.03% new 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; 2023Q2: not reported; 2023Q3: 18,514 shares; 2023Q4: 18,361 shares; 2024Q1: 43,587 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,600 shares; 2025Q1: 12,826 shares 12,826 $131K 0.03% +226 Timeline ESRT EMPIRE ST RLTY TR INC More: the full row for EMPIRE ST RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 19,238 shares; 2023Q4: 19,238 shares; 2024Q1: 18,738 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares 14,500 $116K 0.03% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 32,190 shares; 2023Q4: 32,190 shares; 2024Q1: 32,190 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 26,650 shares; 2025Q1: 26,650 shares 26,650 $114K 0.03% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 40,000 shares; 2023Q3: 18,000 shares; 2023Q4: 33,000 shares; 2024Q1: 44,100 shares; 2024Q2: 40,100 shares; 2024Q3: 25,600 shares; 2024Q4: 24,000 shares; 2025Q1: 26,000 shares 26,000 $90K 0.02% +2,000 Timeline FISK EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 16,150 shares; 2023Q4: 16,150 shares; 2024Q1: 16,150 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares 11,000 $81K 0.02% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares 10,000 $77K 0.02% new Timeline FNGR FINGERMOTION INC More: the full row for FINGERMOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 11,300 shares; 2023Q4: 15,800 shares; 2024Q1: 32,700 shares; 2024Q2: 36,500 shares; 2024Q3: 36,500 shares; 2024Q4: 36,500 shares; 2025Q1: 36,500 shares 36,500 $57K 0.01% 0 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 23,150 shares; 2023Q3: 23,150 shares; 2023Q4: 23,250 shares; 2024Q1: 23,250 shares; 2024Q2: 22,950 shares; 2024Q3: 21,750 shares; 2024Q4: 23,350 shares; 2025Q1: 23,150 shares 23,150 $40K 0.01% -200 Timeline BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,000 shares; 2023Q3: 11,000 shares; 2023Q4: 11,000 shares; 2024Q1: 11,000 shares; 2024Q2: 11,000 shares; 2024Q3: 21,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares 11,000 $10K <0.01% 0 Timeline