AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 444,933 $111M 26.09% -3,277 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 48,274 $20.3M 4.76% new 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; 2023Q1: restricted; 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 43,589 $17.9M 4.19% new 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; 2023Q1: restricted; 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 30,115 $13.7M 3.2% +127 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; 2023Q1: restricted; 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 17,064 $10.6M 2.48% +179 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; 2023Q1: restricted; 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 48,120 $8.15M 1.91% new 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; 2023Q1: restricted; 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 90,778 $7.29M 1.71% +19,767 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; 2023Q1: restricted; 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 269,053 $6.64M 1.55% +38,191 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; 2023Q1: restricted; 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 168,542 $5.94M 1.39% +31,046 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; 2023Q1: restricted; 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 54,009 $5.81M 1.36% -1,675 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 41,710 $5.6M 1.31% -330 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 28,357 $5.4M 1.26% +649 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; 2023Q1: restricted; 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 22,247 $5.33M 1.25% -473 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; 2023Q1: restricted; 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 6,730 $5.2M 1.22% new 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; 2023Q1: restricted; 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 21,830 $4.79M 1.12% +222 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; 2023Q1: restricted; 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 88,683 $4.47M 1.05% +64,393 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; 2023Q1: restricted; 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 15,964 $4.05M 0.95% +2,813 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; 2023Q1: restricted; 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 23,167 $3.88M 0.91% new 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; 2023Q1: restricted; 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 29,265 $3.55M 0.83% +2,677 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 24,503 $3.54M 0.83% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 18,351 $3.47M 0.81% +457 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; 2023Q1: restricted; 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 80,335 $3.21M 0.75% -7,927 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; 2023Q1: restricted; 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 19,382 $3.17M 0.74% +737 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 65,518 shares 65,518 $2.94M 0.69% new Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,838 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 59,043 shares 59,043 $2.92M 0.68% new 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; 2023Q1: restricted; 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 28,278 $2.81M 0.66% +747 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; 2023Q1: restricted; 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 4,844 $2.76M 0.65% -455 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 96,658 $2.56M 0.6% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 4,783 $2.52M 0.59% +2 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; 2023Q1: restricted; 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 44,028 $2.49M 0.58% new 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; 2023Q1: restricted; 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 2,711 $2.48M 0.58% -17 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 7,690 $2.43M 0.57% +17 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 4,071 $2.4M 0.56% new 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; 2023Q1: restricted; 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 103,667 $2.36M 0.55% +645 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 10,657 $2.35M 0.55% new 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; 2023Q1: restricted; 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 8,035 $2.35M 0.55% +1 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 19,853 $2.29M 0.54% new 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; 2023Q1: restricted; 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 17,364 $2.21M 0.52% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 3,729 $2.18M 0.51% +11 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 12,235 $2.04M 0.48% -146 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 4,893 $1.98M 0.46% -462 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 11,598 $1.94M 0.45% new 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; 2023Q1: restricted; 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 21,469 $1.85M 0.43% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,902 shares; 2024Q3: 27,009 shares; 2024Q4: 34,018 shares 34,018 $1.77M 0.41% +7,009 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 12,204 $1.77M 0.41% new 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; 2023Q1: restricted; 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 7,728 $1.7M 0.4% new 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; 2023Q1: restricted; 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 14,508 $1.61M 0.38% new 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; 2023Q1: restricted; 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 27,026 $1.6M 0.37% -46 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; 2023Q1: restricted; 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 18,819 $1.59M 0.37% new 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; 2023Q1: restricted; 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 15,433 $1.55M 0.36% -33 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; 2023Q1: restricted; 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 28,820 $1.51M 0.35% -242 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 3,697 $1.48M 0.35% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 23,843 $1.41M 0.33% new 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; 2023Q1: restricted; 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 2,390 $1.4M 0.33% -90 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 14,976 $1.35M 0.32% new 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; 2023Q1: restricted; 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 4,425 $1.31M 0.31% +16 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 612 shares; 2023Q4: 604 shares; 2024Q1: 540 shares; 2024Q2: 570 shares; 2024Q3: 6,256 shares; 2024Q4: 5,597 shares 5,597 $1.3M 0.3% -659 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; 2023Q1: restricted; 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 2,497 $1.28M 0.3% -23 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; 2023Q1: restricted; 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 5,423 $1.23M 0.29% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 3,402 $1.23M 0.29% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 21,121 $1.22M 0.28% +8,662 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 6,689 $1.19M 0.28% -90 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; 2023Q1: restricted; 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 2,978 $1.16M 0.27% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 1,246 $1.11M 0.26% +15 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; 2023Q1: restricted; 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 8,709 $1.1M 0.26% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 7,194 $1.09M 0.26% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 5,293 $1.09M 0.25% new 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; 2023Q1: restricted; 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 8,980 $1.08M 0.25% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,281 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,181 shares 10,181 $1.08M 0.25% new 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; 2023Q1: restricted; 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 4,621 $1.06M 0.25% new 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; 2023Q1: restricted; 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 3,658 $1.06M 0.25% new 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; 2023Q1: restricted; 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 3,915 $996K 0.23% +323 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 7,642 $986K 0.23% -189 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 20,329 $971K 0.23% -577 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 9,211 $935K 0.22% 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; 2023Q1: restricted; 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 2,608 $918K 0.21% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 955 shares; 2023Q4: 1,162 shares; 2024Q1: 1,235 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,667 shares 1,667 $898K 0.21% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,925 shares; 2024Q3: 2,807 shares; 2024Q4: 2,725 shares 2,725 $896K 0.21% -82 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 36,242 shares; 2024Q4: 34,549 shares 34,549 $891K 0.21% -1,693 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 1,398 $879K 0.21% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 7,606 $860K 0.2% +600 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 3,287 $857K 0.2% +419 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; 2023Q1: restricted; 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 14,032 $850K 0.2% +6 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; 2023Q1: restricted; 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 4,626 $842K 0.2% new 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; 2023Q1: restricted; 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 1,640 $830K 0.19% -10 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; 2023Q1: restricted; 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 3,407 $825K 0.19% -85 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; 2023Q1: restricted; 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 18,747 $824K 0.19% +102 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; 2023Q1: restricted; 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 7,594 $818K 0.19% +14 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; 2023Q1: restricted; 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 29,340 $813K 0.19% new 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; 2023Q1: restricted; 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 28,867 $805K 0.19% new 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; 2023Q1: restricted; 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 20,298 $762K 0.18% -1,449 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 2,621 $760K 0.18% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,585 shares; 2024Q3: 9,086 shares; 2024Q4: 13,448 shares 13,448 $758K 0.18% +4,362 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; 2023Q1: restricted; 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 3,328 $752K 0.18% 0 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; 2023Q1: restricted; 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 18,404 $739K 0.17% new 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; 2023Q1: restricted; 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 10,468 $735K 0.17% new 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; 2023Q1: restricted; 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 11,782 $734K 0.17% new 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; 2023Q1: restricted; 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 3,211 $732K 0.17% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 7,674 $700K 0.16% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 1,927 $699K 0.16% new 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; 2023Q1: restricted; 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 9,359 $699K 0.16% new 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; 2023Q1: restricted; 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 3,953 $693K 0.16% +125 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; 2023Q1: restricted; 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 31,112 $681K 0.16% +1,936 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; 2023Q1: restricted; 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 1,184 $678K 0.16% +115 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; 2023Q1: restricted; 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 9,459 $678K 0.16% +17 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; 2023Q1: restricted; 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 36,594 $677K 0.16% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 7,821 $644K 0.15% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 1,504 $630K 0.15% +100 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; 2023Q1: restricted; 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 1,482 $613K 0.14% +4 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 9,756 $608K 0.14% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 3,914 $601K 0.14% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 5,392 $596K 0.14% new 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; 2023Q1: restricted; 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 36,556 $578K 0.14% new 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; 2023Q1: restricted; 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 2,708 $575K 0.13% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,001 shares 21,001 $574K 0.13% new 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; 2023Q1: restricted; 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 3,045 $573K 0.13% new 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; 2023Q1: restricted; 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 16,368 $572K 0.13% +385 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 7,491 $567K 0.13% new 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; 2023Q1: restricted; 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 4,659 $561K 0.13% new 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; 2023Q1: restricted; 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 28,572 $557K 0.13% +1,018 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; 2023Q1: restricted; 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 23,878 $553K 0.13% new 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; 2023Q1: restricted; 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 7,062 $550K 0.13% +5 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; 2023Q1: restricted; 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 2,280 $548K 0.13% 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; 2023Q1: restricted; 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 6,648 $544K 0.13% +64 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; 2023Q1: restricted; 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 5,782 $526K 0.12% new 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; 2023Q1: restricted; 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 3,789 $521K 0.12% +74 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 13,635 $521K 0.12% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,328 shares; 2024Q1: 1,449 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,956 shares 1,956 $517K 0.12% new 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; 2023Q1: restricted; 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 5,833 $513K 0.12% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 5,100 $506K 0.12% +380 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; 2023Q1: restricted; 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 4,696 $492K 0.12% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 2,998 $492K 0.12% new 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; 2023Q1: restricted; 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 24,036 $484K 0.11% +83 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; 2023Q1: restricted; 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 18,453 $471K 0.11% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 8,068 $463K 0.11% new 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; 2023Q1: restricted; 2023Q2: 862 shares; 2023Q3: 862 shares; 2023Q4: 847 shares; 2024Q1: 847 shares; 2024Q2: 868 shares; 2024Q3: 883 shares; 2024Q4: 885 shares 885 $462K 0.11% +2 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 2,646 $456K 0.11% +10 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 2,543 $450K 0.11% +270 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; 2023Q1: restricted; 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 1,597 $447K 0.1% new 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; 2023Q1: restricted; 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 5,670 $443K 0.1% -1,980 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 920 shares; 2023Q4: 930 shares; 2024Q1: 930 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 930 shares 930 $441K 0.1% new 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; 2023Q1: restricted; 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 1,886 $438K 0.1% 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; 2023Q1: restricted; 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 5,710 $434K 0.1% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,408 shares 9,408 $433K 0.1% new 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; 2023Q1: restricted; 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 1,242 $422K 0.1% new 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; 2023Q1: restricted; 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 5,380 $420K 0.1% +775 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; 2023Q1: restricted; 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 2,140 $419K 0.1% new 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; 2023Q1: restricted; 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 4,619 $412K 0.1% new 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; 2023Q1: restricted; 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 2,220 $407K 0.1% -256 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,073 shares; 2024Q3: 17,527 shares; 2024Q4: 18,353 shares 18,353 $407K 0.1% +826 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 3,202 $406K 0.1% new 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; 2023Q1: restricted; 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 8,369 $404K 0.09% -65 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; 2023Q1: restricted; 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 3,366 $397K 0.09% +29 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 2,133 $395K 0.09% 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,566 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,085 shares 5,085 $393K 0.09% new 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; 2023Q1: restricted; 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 31,949 $391K 0.09% -1,735 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,390 shares 5,390 $389K 0.09% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 1,405 $388K 0.09% +112 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,611 shares; 2024Q4: 4,005 shares 4,005 $387K 0.09% +1,394 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; 2023Q1: restricted; 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 19,785 $384K 0.09% +188 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; 2023Q1: restricted; 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 1,715 $379K 0.09% 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; 2023Q1: restricted; 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 1,333 $375K 0.09% +2 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; 2023Q1: restricted; 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 4,047 $374K 0.09% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 881 shares; 2023Q4: 711 shares; 2024Q1: 711 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 715 shares 715 $372K 0.09% new 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; 2023Q1: restricted; 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 3,112 $369K 0.09% new 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; 2023Q1: restricted; 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 6,795 $366K 0.09% -64 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: 659 shares; 2023Q3: 659 shares; 2023Q4: 659 shares; 2024Q1: 559 shares; 2024Q2: 559 shares; 2024Q3: 509 shares; 2024Q4: 509 shares 509 $363K 0.08% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 17,489 $361K 0.08% -947 CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 1,062 $355K 0.08% -71 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,211 shares; 2024Q3: 1,331 shares; 2024Q4: 1,581 shares 1,581 $354K 0.08% +250 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; 2023Q1: restricted; 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 11,027 $353K 0.08% new 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; 2023Q1: restricted; 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 7,612 $352K 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; 2023Q1: restricted; 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 7,034 $349K 0.08% 0 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 742 shares; 2024Q2: 992 shares; 2024Q3: 1,150 shares; 2024Q4: 1,047 shares 1,047 $347K 0.08% -103 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 335 shares 335 $344K 0.08% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,000 shares 3,000 $343K 0.08% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 4,853 $342K 0.08% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 981 shares 981 $336K 0.08% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,433 shares 3,433 $333K 0.08% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,360 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,370 shares 4,370 $323K 0.08% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,966 shares; 2024Q4: 8,095 shares 8,095 $322K 0.08% +2,129 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; 2023Q1: restricted; 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 1,579 $319K 0.07% +1 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 590 shares; 2023Q4: 604 shares; 2024Q1: 639 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 647 shares 647 $315K 0.07% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,502 shares; 2024Q4: 1,507 shares 1,507 $312K 0.07% +5 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,343 shares; 2024Q1: 1,373 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,573 shares 1,573 $312K 0.07% new 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; 2023Q1: restricted; 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 17,500 $310K 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; 2023Q1: restricted; 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 1,646 $309K 0.07% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,419 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,039 shares 13,039 $309K 0.07% new Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 5,625 $307K 0.07% -629 MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 3,811 $304K 0.07% +12 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 752 shares; 2023Q4: 754 shares; 2024Q1: 755 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 710 shares 710 $301K 0.07% new 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; 2023Q1: restricted; 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 2,675 $300K 0.07% 0 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; 2023Q1: restricted; 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 3,870 $295K 0.07% +1 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; 2023Q1: restricted; 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 32,295 $293K 0.07% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 910 shares; 2024Q1: 955 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,135 shares 1,135 $288K 0.07% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,243 shares; 2024Q4: 11,145 shares 11,145 $286K 0.07% +1,902 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,130 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,962 shares 10,962 $283K 0.07% new 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; 2023Q1: restricted; 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 8,832 $283K 0.07% +325 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 958 shares; 2023Q4: 961 shares; 2024Q1: 967 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 972 shares 972 $280K 0.07% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,372 shares; 2024Q1: 1,459 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,440 shares 1,440 $278K 0.07% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 12,274 shares; 2023Q4: 12,075 shares; 2024Q1: 12,076 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,202 shares 10,202 $277K 0.06% 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; 2023Q1: restricted; 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 9,264 $274K 0.06% +1,399 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 3,000 $274K 0.06% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,603 shares 3,603 $272K 0.06% new 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; 2023Q1: restricted; 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 1,197 $272K 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,952 shares; 2024Q4: 7,975 shares 7,975 $269K 0.06% +23 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 7,914 $268K 0.06% +133 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,000 shares 2,000 $265K 0.06% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 2,035 $263K 0.06% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 2,232 $258K 0.06% +19 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,471 shares; 2024Q1: 5,777 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,900 shares 5,900 $258K 0.06% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 745 shares 745 $256K 0.06% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 394 shares; 2024Q1: 403 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 403 shares 403 $254K 0.06% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,170 shares; 2024Q4: 6,196 shares 6,196 $254K 0.06% +26 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; 2023Q1: restricted; 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 8,039 $252K 0.06% 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; 2023Q1: restricted; 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 1,530 $249K 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; 2023Q1: restricted; 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 1,328 $249K 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,008 shares; 2024Q4: 4,129 shares 4,129 $249K 0.06% +121 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; 2023Q1: restricted; 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 2,370 $248K 0.06% -25 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 660 shares; 2024Q3: 678 shares; 2024Q4: 668 shares 668 $247K 0.06% -10 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,000 shares 5,000 $243K 0.06% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,779 shares; 2024Q4: 2,261 shares 2,261 $240K 0.06% -518 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,966 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,829 shares 4,829 $239K 0.06% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 11,562 $232K 0.05% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 539 shares; 2024Q1: 568 shares; 2024Q2: 595 shares; 2024Q3: 558 shares; 2024Q4: 544 shares 544 $232K 0.05% -14 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,119 shares; 2024Q3: 2,329 shares; 2024Q4: 1,962 shares 1,962 $226K 0.05% -367 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,891 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,204 shares 10,204 $225K 0.05% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 1,979 $225K 0.05% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,760 shares; 2024Q3: 1,599 shares; 2024Q4: 1,680 shares 1,680 $221K 0.05% +81 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 2,219 $216K 0.05% 0 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,488 shares 4,488 $215K 0.05% new 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; 2023Q1: restricted; 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 3,564 $213K 0.05% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,057 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,057 shares 1,057 $213K 0.05% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,644 shares 1,644 $211K 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,810 shares; 2024Q4: 4,837 shares 4,837 $211K 0.05% +27 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 413 shares; 2023Q4: 428 shares; 2024Q1: 453 shares; 2024Q2: 453 shares; 2024Q3: 462 shares; 2024Q4: 466 shares 466 $207K 0.05% +4 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; 2023Q1: restricted; 2023Q2: 3,813 shares; 2023Q3: 4,215 shares; 2023Q4: 4,282 shares; 2024Q1: 2,268 shares; 2024Q2: 2,361 shares; 2024Q3: not reported; 2024Q4: 2,415 shares 2,415 $207K 0.05% new 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 707 shares; 2024Q4: 708 shares 708 $205K 0.05% +1 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,546 shares; 2024Q1: 6,922 shares; 2024Q2: not reported; 2024Q3: 4,966 shares; 2024Q4: 4,646 shares 4,646 $202K 0.05% -320 Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,900 shares 12,900 $198K 0.05% new 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; 2023Q1: restricted; 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 10,277 $190K 0.04% 0 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; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,084 shares 12,084 $183K 0.04% new 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; 2023Q1: restricted; 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 14,500 $150K 0.04% new 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; 2023Q1: restricted; 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 26,650 $137K 0.03% new Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 24,000 $136K 0.03% -1,600 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; 2023Q1: restricted; 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 12,600 $125K 0.03% 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; 2023Q1: restricted; 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 67,587 $103K 0.02% +10,182 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; 2023Q1: restricted; 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 11,000 $99K 0.02% new 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; 2023Q1: restricted; 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 23,350 $51K 0.01% +1,600 Timeline FNGR FINGERMOTION INC More: the full row for FINGERMOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 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 36,500 $44K 0.01% 0 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; 2023Q1: restricted; 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 11,000 $18K <0.01% -10,000 Timeline