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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,176,728 shares; 2024Q4: 3,226,810 shares; 2025Q1: 3,336,464 shares; 2025Q2: 3,463,113 shares; 2025Q3: not loaded; 2025Q4: 3,464,230 shares 3,464,230 $1.69B 8.78% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,741,128 shares; 2024Q4: 2,480,962 shares; 2025Q1: 2,383,097 shares; 2025Q2: 2,234,873 shares; 2025Q3: not loaded; 2025Q4: 7,915,910 shares 7,915,910 $1.51B 7.86% Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927,092 shares; 2024Q4: 1,276,253 shares; 2025Q1: 1,515,445 shares; 2025Q2: 1,674,933 shares; 2025Q3: not loaded; 2025Q4: 3,906,096 shares 3,906,096 $693M 3.6% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,037,989 shares; 2024Q4: 4,575,308 shares; 2025Q1: 5,394,520 shares; 2025Q2: 6,071,963 shares; 2025Q3: not loaded; 2025Q4: 8,635,792 shares 8,635,792 $673M 3.49% Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074,299 shares; 2024Q4: 2,049,802 shares; 2025Q1: 2,016,719 shares; 2025Q2: 2,136,596 shares; 2025Q3: not loaded; 2025Q4: 2,291,304 shares 2,291,304 $623M 3.24% Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,101,521 shares; 2024Q4: 3,757,454 shares; 2025Q1: 4,298,002 shares; 2025Q2: 4,821,980 shares; 2025Q3: not loaded; 2025Q4: 6,533,152 shares 6,533,152 $597M 3.1% Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,010,083 shares; 2024Q4: 5,158,068 shares; 2025Q1: 5,712,698 shares; 2025Q2: 7,752,802 shares; 2025Q3: not loaded; 2025Q4: 10,517,099 shares 10,517,099 $556M 2.89% Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473,805 shares; 2024Q4: 1,427,979 shares; 2025Q1: 1,453,222 shares; 2025Q2: 1,860,996 shares; 2025Q3: not loaded; 2025Q4: 2,405,666 shares 2,405,666 $449M 2.33% Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694,975 shares; 2024Q4: 687,532 shares; 2025Q1: 715,551 shares; 2025Q2: 796,992 shares; 2025Q3: not loaded; 2025Q4: 816,222 shares 816,222 $395M 2.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715,993 shares; 2024Q4: 936,468 shares; 2025Q1: 1,061,830 shares; 2025Q2: 1,229,552 shares; 2025Q3: not loaded; 2025Q4: 1,405,344 shares 1,405,344 $392M 2.04% Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050,806 shares; 2024Q4: 4,762,715 shares; 2025Q1: 5,412,696 shares; 2025Q2: 5,938,667 shares; 2025Q3: not loaded; 2025Q4: 7,186,168 shares 7,186,168 $386M 2.01% Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036,909 shares; 2024Q4: 1,020,401 shares; 2025Q1: 1,045,421 shares; 2025Q2: 1,086,726 shares; 2025Q3: not loaded; 2025Q4: 1,056,915 shares 1,056,915 $331M 1.72% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,082 shares; 2024Q4: 386,193 shares; 2025Q1: 406,522 shares; 2025Q2: 443,374 shares; 2025Q3: not loaded; 2025Q4: 466,906 shares 466,906 $318M 1.65% Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100,342 shares; 2024Q4: 2,665,257 shares; 2025Q1: 3,007,183 shares; 2025Q2: 3,561,564 shares; 2025Q3: not loaded; 2025Q4: 6,098,853 shares 6,098,853 $304M 1.58% Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951,118 shares; 2024Q4: 902,292 shares; 2025Q1: 879,535 shares; 2025Q2: 898,247 shares; 2025Q3: not loaded; 2025Q4: 856,403 shares 856,403 $296M 1.54% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108,900 shares; 2024Q4: 1,064,585 shares; 2025Q1: 1,085,574 shares; 2025Q2: 1,183,402 shares; 2025Q3: not loaded; 2025Q4: 1,217,007 shares 1,217,007 $281M 1.46% Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688,763 shares; 2024Q4: 2,315,491 shares; 2025Q1: 2,345,970 shares; 2025Q2: 2,370,636 shares; 2025Q3: not loaded; 2025Q4: 2,780,493 shares 2,780,493 $278M 1.44% Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848,655 shares; 2024Q4: 2,231,308 shares; 2025Q1: 3,016,203 shares; 2025Q2: 3,270,120 shares; 2025Q3: not loaded; 2025Q4: 4,183,471 shares 4,183,471 $249M 1.29% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,114 shares; 2024Q4: 460,505 shares; 2025Q1: 601,701 shares; 2025Q2: 642,042 shares; 2025Q3: not loaded; 2025Q4: 776,329 shares 776,329 $235M 1.22% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675,696 shares; 2024Q4: 684,800 shares; 2025Q1: 690,537 shares; 2025Q2: 841,838 shares; 2025Q3: not loaded; 2025Q4: 1,627,052 shares 1,627,052 $234M 1.22% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,695 shares; 2024Q4: 146,996 shares; 2025Q1: 184,743 shares; 2025Q2: 308,707 shares; 2025Q3: not loaded; 2025Q4: 353,724 shares 353,724 $222M 1.15% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694,179 shares; 2024Q4: 684,934 shares; 2025Q1: 704,605 shares; 2025Q2: 754,053 shares; 2025Q3: not loaded; 2025Q4: 646,590 shares 646,590 $208M 1.08% Timeline ADVISOR MANAGED PORTFOLIOS ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,327,742 shares; 2024Q4: 4,287,136 shares; 2025Q1: 4,249,115 shares; 2025Q2: 4,175,850 shares; 2025Q3: not loaded; 2025Q4: 4,090,871 shares 4,090,871 $191M 0.99% GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,193,828 shares; 2024Q4: 5,373,142 shares; 2025Q1: 5,744,383 shares; 2025Q2: 5,783,492 shares; 2025Q3: not loaded; 2025Q4: 6,570,523 shares 6,570,523 $151M 0.79% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,006 shares; 2024Q4: 189,774 shares; 2025Q1: 187,851 shares; 2025Q2: 180,668 shares; 2025Q3: not loaded; 2025Q4: 207,297 shares 207,297 $137M 0.71% Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,160 shares; 2024Q4: 86,045 shares; 2025Q1: 87,505 shares; 2025Q2: 178,759 shares; 2025Q3: not loaded; 2025Q4: 198,621 shares 198,621 $136M 0.71% Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,719 shares; 2024Q4: 544,338 shares; 2025Q1: 562,576 shares; 2025Q2: 580,128 shares; 2025Q3: not loaded; 2025Q4: 627,432 shares 627,432 $130M 0.67% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,423 shares; 2024Q4: 136,542 shares; 2025Q1: 139,638 shares; 2025Q2: 146,017 shares; 2025Q3: not loaded; 2025Q4: 149,784 shares 149,784 $129M 0.67% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862,807 shares; 2024Q4: 847,789 shares; 2025Q1: 901,263 shares; 2025Q2: 932,093 shares; 2025Q3: not loaded; 2025Q4: 1,005,274 shares 1,005,274 $121M 0.63% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 204,449 shares; 2025Q2: 228,074 shares; 2025Q3: not loaded; 2025Q4: 237,648 shares 237,648 $119M 0.62% Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,787 shares; 2024Q4: 220,606 shares; 2025Q1: 253,687 shares; 2025Q2: 321,259 shares; 2025Q3: not loaded; 2025Q4: 355,111 shares 355,111 $111M 0.58% Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,462,912 shares; 2024Q4: 5,072,131 shares; 2025Q1: 6,473,128 shares; 2025Q2: 7,789,534 shares; 2025Q3: not loaded; 2025Q4: 3,126,872 shares 3,126,872 $107M 0.56% Timeline JSCP 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152,941 shares; 2024Q4: 1,229,803 shares; 2025Q1: 1,253,794 shares; 2025Q2: 1,863,913 shares; 2025Q3: not loaded; 2025Q4: 2,138,160 shares 2,138,160 $102M 0.53% Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,217 shares; 2024Q4: 230,691 shares; 2025Q1: 246,003 shares; 2025Q2: 279,884 shares; 2025Q3: not loaded; 2025Q4: 286,135 shares 286,135 $100M 0.52% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,227 shares; 2024Q4: 188,095 shares; 2025Q1: 195,300 shares; 2025Q2: 207,993 shares; 2025Q3: not loaded; 2025Q4: 258,572 shares 258,572 $86.7M 0.45% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,963 shares; 2024Q4: 290,958 shares; 2025Q1: 292,036 shares; 2025Q2: 3,142,472 shares; 2025Q3: not loaded; 2025Q4: 3,216,726 shares 3,216,726 $86.6M 0.45% Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940,337 shares; 2024Q4: 1,050,511 shares; 2025Q1: 949,055 shares; 2025Q2: 844,683 shares; 2025Q3: not loaded; 2025Q4: 784,953 shares 784,953 $84.1M 0.44% Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,669 shares; 2024Q4: 184,040 shares; 2025Q1: 178,504 shares; 2025Q2: 180,225 shares; 2025Q3: not loaded; 2025Q4: 176,020 shares 176,020 $83.3M 0.43% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345,204 shares; 2024Q4: 1,230,444 shares; 2025Q1: 1,180,257 shares; 2025Q2: 1,141,007 shares; 2025Q3: not loaded; 2025Q4: 1,053,769 shares 1,053,769 $81.2M 0.42% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,832 shares; 2024Q4: 33,937 shares; 2025Q1: 69,144 shares; 2025Q2: 71,787 shares; 2025Q3: not loaded; 2025Q4: 75,278 shares 75,278 $80.9M 0.42% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,364 shares; 2024Q4: 102,584 shares; 2025Q1: 102,385 shares; 2025Q2: 134,517 shares; 2025Q3: not loaded; 2025Q4: 129,784 shares 129,784 $79.7M 0.41% Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,186 shares; 2024Q4: 215,408 shares; 2025Q1: 224,203 shares; 2025Q2: 229,893 shares; 2025Q3: not loaded; 2025Q4: 238,832 shares 238,832 $73M 0.38% Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211,105 shares; 2024Q4: 1,299,556 shares; 2025Q1: 1,179,788 shares; 2025Q2: 1,153,664 shares; 2025Q3: not loaded; 2025Q4: 1,905,347 shares 1,905,347 $72.6M 0.38% Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,791 shares; 2024Q4: 193,142 shares; 2025Q1: 194,858 shares; 2025Q2: 195,798 shares; 2025Q3: not loaded; 2025Q4: 205,954 shares 205,954 $72.4M 0.38% Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,325 shares; 2024Q4: 500,615 shares; 2025Q1: 646,307 shares; 2025Q2: 593,842 shares; 2025Q3: not loaded; 2025Q4: 1,355,710 shares 1,355,710 $68.8M 0.36% Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,780 shares; 2025Q1: 61,079 shares; 2025Q2: 62,463 shares; 2025Q3: not loaded; 2025Q4: 64,217 shares 64,217 $68.7M 0.36% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,406 shares; 2024Q4: 35,254 shares; 2025Q1: 27,148 shares; 2025Q2: 33,141 shares; 2025Q3: not loaded; 2025Q4: 850,025 shares 850,025 $67.8M 0.35% Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,787 shares; 2024Q4: 108,747 shares; 2025Q1: 109,745 shares; 2025Q2: 122,276 shares; 2025Q3: not loaded; 2025Q4: 128,951 shares 128,951 $67.4M 0.35% Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,309,215 shares; 2024Q4: 1,422,978 shares; 2025Q1: 1,274,491 shares; 2025Q2: 1,195,011 shares; 2025Q3: not loaded; 2025Q4: 1,170,981 shares 1,170,981 $67.3M 0.35% Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,336 shares; 2024Q4: 318,876 shares; 2025Q1: 312,937 shares; 2025Q2: 313,086 shares; 2025Q3: not loaded; 2025Q4: 308,352 shares 308,352 $64.9M 0.34% Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,977 shares; 2024Q4: 316,713 shares; 2025Q1: 310,027 shares; 2025Q2: 308,540 shares; 2025Q3: not loaded; 2025Q4: 311,364 shares 311,364 $64.8M 0.34% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057,005 shares; 2024Q4: 1,038,282 shares; 2025Q1: 1,016,640 shares; 2025Q2: 977,659 shares; 2025Q3: not loaded; 2025Q4: 800,964 shares 800,964 $64.3M 0.33% Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,809 shares; 2024Q4: 351,623 shares; 2025Q1: 361,823 shares; 2025Q2: 383,709 shares; 2025Q3: not loaded; 2025Q4: 436,470 shares 436,470 $62.6M 0.33% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,871 shares; 2024Q4: 221,501 shares; 2025Q1: 228,764 shares; 2025Q2: 237,554 shares; 2025Q3: not loaded; 2025Q4: 260,100 shares 260,100 $60.2M 0.31% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,413 shares; 2024Q4: 364,659 shares; 2025Q1: 270,693 shares; 2025Q2: 283,666 shares; 2025Q3: not loaded; 2025Q4: 306,642 shares 306,642 $59.8M 0.31% Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,167 shares; 2024Q4: 553,762 shares; 2025Q1: 551,520 shares; 2025Q2: 568,174 shares; 2025Q3: not loaded; 2025Q4: 620,901 shares 620,901 $59M 0.31% Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,347 shares; 2024Q4: 105,038 shares; 2025Q1: 126,128 shares; 2025Q2: 127,442 shares; 2025Q3: not loaded; 2025Q4: 256,734 shares 256,734 $58.7M 0.3% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682,130 shares; 2024Q4: 1,392,566 shares; 2025Q1: 860,783 shares; 2025Q2: 966,448 shares; 2025Q3: not loaded; 2025Q4: 925,697 shares 925,697 $57.8M 0.3% Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,377 shares; 2024Q4: 80,483 shares; 2025Q1: 79,249 shares; 2025Q2: 67,977 shares; 2025Q3: not loaded; 2025Q4: 758,193 shares 758,193 $56.2M 0.29% Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976,787 shares; 2024Q4: 1,183,027 shares; 2025Q1: 1,469,214 shares; 2025Q2: 1,299,720 shares; 2025Q3: not loaded; 2025Q4: 1,375,525 shares 1,375,525 $54.5M 0.28% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,470 shares; 2024Q4: 17,256 shares; 2025Q1: 132,583 shares; 2025Q2: 147,524 shares; 2025Q3: not loaded; 2025Q4: 245,949 shares 245,949 $54M 0.28% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,132 shares; 2024Q4: 60,402 shares; 2025Q1: 185,442 shares; 2025Q2: 246,086 shares; 2025Q3: not loaded; 2025Q4: 247,976 shares 247,976 $53.1M 0.28% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,109 shares; 2024Q4: 559,998 shares; 2025Q1: 564,828 shares; 2025Q2: 602,459 shares; 2025Q3: not loaded; 2025Q4: 1,157,946 shares 1,157,946 $51.8M 0.27% Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,870 shares; 2024Q4: 70,718 shares; 2025Q1: 91,864 shares; 2025Q2: 102,944 shares; 2025Q3: not loaded; 2025Q4: 113,451 shares 113,451 $51M 0.27% Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,340,458 shares; 2024Q4: 2,151,513 shares; 2025Q1: 2,028,357 shares; 2025Q2: 1,903,813 shares; 2025Q3: not loaded; 2025Q4: 1,538,016 shares 1,538,016 $50.6M 0.26% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,920 shares; 2024Q4: 332,640 shares; 2025Q1: 281,727 shares; 2025Q2: 284,631 shares; 2025Q3: not loaded; 2025Q4: 286,111 shares 286,111 $50.2M 0.26% Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,705 shares; 2024Q4: 148,846 shares; 2025Q1: 104,811 shares; 2025Q2: 103,646 shares; 2025Q3: not loaded; 2025Q4: 104,455 shares 104,455 $48.8M 0.25% Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583,765 shares; 2024Q4: 572,020 shares; 2025Q1: 570,422 shares; 2025Q2: 460,935 shares; 2025Q3: not loaded; 2025Q4: 520,940 shares 520,940 $47.6M 0.25% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,142 shares; 2024Q4: 253,154 shares; 2025Q1: 268,884 shares; 2025Q2: 285,371 shares; 2025Q3: not loaded; 2025Q4: 306,069 shares 306,069 $47M 0.24% Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772,084 shares; 2024Q4: 806,374 shares; 2025Q1: 778,873 shares; 2025Q2: 790,174 shares; 2025Q3: not loaded; 2025Q4: 900,006 shares 900,006 $45.3M 0.24% Timeline XLY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,075 shares; 2024Q4: 178,664 shares; 2025Q1: 176,834 shares; 2025Q2: 193,559 shares; 2025Q3: not loaded; 2025Q4: 374,498 shares 374,498 $44.7M 0.23% Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,084 shares; 2024Q4: 2,633 shares; 2025Q1: 8,542 shares; 2025Q2: 10,764 shares; 2025Q3: not loaded; 2025Q4: 934,455 shares 934,455 $43.7M 0.23% Timeline XLB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729,554 shares; 2024Q4: 755,687 shares; 2025Q1: 802,070 shares; 2025Q2: 853,504 shares; 2025Q3: not loaded; 2025Q4: 910,166 shares 910,166 $41.3M 0.21% Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,766 shares; 2024Q4: 8,026 shares; 2025Q1: 10,153 shares; 2025Q2: 347,699 shares; 2025Q3: not loaded; 2025Q4: 549,253 shares 549,253 $40.6M 0.21% Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,954 shares; 2024Q4: 195,735 shares; 2025Q1: 192,125 shares; 2025Q2: 337,113 shares; 2025Q3: not loaded; 2025Q4: 332,064 shares 332,064 $39.9M 0.21% Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 4,157 shares; 2025Q1: 181,143 shares; 2025Q2: 192,007 shares; 2025Q3: not loaded; 2025Q4: 214,614 shares 214,614 $39.8M 0.21% Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,932 shares; 2024Q4: 579,145 shares; 2025Q1: 598,971 shares; 2025Q2: 664,509 shares; 2025Q3: not loaded; 2025Q4: 511,697 shares 511,697 $39.7M 0.21% Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565,919 shares; 2024Q4: 567,351 shares; 2025Q1: 589,007 shares; 2025Q2: 614,197 shares; 2025Q3: not loaded; 2025Q4: 214,251 shares 214,251 $39.3M 0.2% Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,803 shares; 2024Q4: 17,592 shares; 2025Q1: 16,850 shares; 2025Q2: 18,715 shares; 2025Q3: not loaded; 2025Q4: 416,347 shares 416,347 $39M 0.2% Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,545 shares; 2024Q4: 89,045 shares; 2025Q1: 90,516 shares; 2025Q2: 92,715 shares; 2025Q3: not loaded; 2025Q4: 96,054 shares 96,054 $37.4M 0.19% Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313,420 shares; 2024Q4: 1,408,827 shares; 2025Q1: 1,452,311 shares; 2025Q2: 1,527,981 shares; 2025Q3: not loaded; 2025Q4: 1,602,126 shares 1,602,126 $37.2M 0.19% Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,720 shares; 2024Q4: 186,085 shares; 2025Q1: 193,087 shares; 2025Q2: 203,092 shares; 2025Q3: not loaded; 2025Q4: 226,213 shares 226,213 $36.8M 0.19% Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,917 shares; 2024Q4: 19,290 shares; 2025Q1: 19,575 shares; 2025Q2: 51,578 shares; 2025Q3: not loaded; 2025Q4: 64,326 shares 64,326 $36.7M 0.19% Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970,433 shares; 2024Q4: 568,756 shares; 2025Q1: 505,497 shares; 2025Q2: 630,080 shares; 2025Q3: not loaded; 2025Q4: 512,232 shares 512,232 $36.6M 0.19% Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,353 shares; 2024Q4: 146,117 shares; 2025Q1: 144,061 shares; 2025Q2: 143,056 shares; 2025Q3: not loaded; 2025Q4: 142,501 shares 142,501 $36M 0.19% Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,239 shares; 2024Q4: 752,650 shares; 2025Q1: 755,241 shares; 2025Q2: 745,542 shares; 2025Q3: not loaded; 2025Q4: 748,464 shares 748,464 $35.8M 0.19% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,803 shares; 2024Q4: 123,192 shares; 2025Q1: 141,540 shares; 2025Q2: 160,228 shares; 2025Q3: not loaded; 2025Q4: 161,756 shares 161,756 $35.6M 0.18% Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,602 shares; 2024Q4: 247,100 shares; 2025Q1: 259,118 shares; 2025Q2: 272,385 shares; 2025Q3: not loaded; 2025Q4: 281,074 shares 281,074 $35.4M 0.18% Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,646 shares; 2024Q4: 96,791 shares; 2025Q1: 117,265 shares; 2025Q2: 129,618 shares; 2025Q3: not loaded; 2025Q4: 178,560 shares 178,560 $34.8M 0.18% Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,881 shares; 2024Q4: 343,633 shares; 2025Q1: 346,815 shares; 2025Q2: 362,559 shares; 2025Q3: not loaded; 2025Q4: 390,880 shares 390,880 $34.1M 0.18% Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,123 shares; 2024Q4: 407,012 shares; 2025Q1: 438,092 shares; 2025Q2: 470,539 shares; 2025Q3: not loaded; 2025Q4: 531,094 shares 531,094 $33.8M 0.18% Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,056 shares; 2024Q4: 22,236 shares; 2025Q1: 22,990 shares; 2025Q2: 358,563 shares; 2025Q3: not loaded; 2025Q4: 363,663 shares 363,663 $33.2M 0.17% Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,089 shares; 2024Q4: 13,400 shares; 2025Q1: 13,947 shares; 2025Q2: 251,624 shares; 2025Q3: not loaded; 2025Q4: 244,194 shares 244,194 $33M 0.17% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,002 shares; 2024Q4: 106,508 shares; 2025Q1: 120,213 shares; 2025Q2: 124,048 shares; 2025Q3: not loaded; 2025Q4: 179,052 shares 179,052 $33M 0.17% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,081 shares; 2024Q4: 81,466 shares; 2025Q1: 80,936 shares; 2025Q2: 80,507 shares; 2025Q3: not loaded; 2025Q4: 79,860 shares 79,860 $33M 0.17% Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,423 shares; 2024Q4: 164,138 shares; 2025Q1: 161,649 shares; 2025Q2: 162,262 shares; 2025Q3: not loaded; 2025Q4: 160,988 shares 160,988 $32.7M 0.17% Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,547 shares; 2024Q4: 313,103 shares; 2025Q1: 309,728 shares; 2025Q2: 485,256 shares; 2025Q3: not loaded; 2025Q4: 484,377 shares 484,377 $32M 0.17% Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,393 shares; 2024Q4: 104,899 shares; 2025Q1: 107,781 shares; 2025Q2: 108,802 shares; 2025Q3: not loaded; 2025Q4: 117,707 shares 117,707 $31.2M 0.16% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,676 shares; 2024Q4: 38,564 shares; 2025Q1: 38,324 shares; 2025Q2: 39,425 shares; 2025Q3: not loaded; 2025Q4: 306,047 shares 306,047 $30.6M 0.16% Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 463,717 shares; 2025Q3: not loaded; 2025Q4: 595,764 shares 595,764 $30.1M 0.16% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,994 shares; 2024Q4: 94,486 shares; 2025Q1: 117,396 shares; 2025Q2: 130,793 shares; 2025Q3: not loaded; 2025Q4: 115,796 shares 115,796 $29.9M 0.16% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,046 shares; 2024Q4: 74,535 shares; 2025Q1: 82,166 shares; 2025Q2: 89,019 shares; 2025Q3: not loaded; 2025Q4: 84,499 shares 84,499 $29.1M 0.15% Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,718 shares; 2024Q4: 135,192 shares; 2025Q1: 111,657 shares; 2025Q2: 251,779 shares; 2025Q3: not loaded; 2025Q4: 312,419 shares 312,419 $27.9M 0.15% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,134 shares; 2024Q4: 22,487 shares; 2025Q1: 23,530 shares; 2025Q2: 24,787 shares; 2025Q3: not loaded; 2025Q4: 106,867 shares 106,867 $27.5M 0.14% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,331 shares; 2024Q4: 172,050 shares; 2025Q1: 240,236 shares; 2025Q2: 298,319 shares; 2025Q3: not loaded; 2025Q4: 288,923 shares 288,923 $26.9M 0.14% Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,539 shares; 2024Q4: 1,071,136 shares; 2025Q1: 268,935 shares; 2025Q2: 263,757 shares; 2025Q3: not loaded; 2025Q4: 276,957 shares 276,957 $26.6M 0.14% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,571 shares; 2024Q4: 374,178 shares; 2025Q1: 398,477 shares; 2025Q2: 415,067 shares; 2025Q3: not loaded; 2025Q4: 533,930 shares 533,930 $26.5M 0.14% Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,915 shares; 2024Q4: 63,603 shares; 2025Q1: 72,679 shares; 2025Q2: 134,403 shares; 2025Q3: not loaded; 2025Q4: 245,347 shares 245,347 $26.2M 0.14% Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,549 shares; 2024Q4: 139,776 shares; 2025Q1: 316,353 shares; 2025Q2: 198,690 shares; 2025Q3: not loaded; 2025Q4: 189,742 shares 189,742 $26M 0.13% Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,179 shares; 2024Q4: 5,716 shares; 2025Q1: 6,426 shares; 2025Q2: 5,708 shares; 2025Q3: not loaded; 2025Q4: 522,421 shares 522,421 $25.8M 0.13% Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,155 shares; 2024Q4: 128,620 shares; 2025Q1: 147,035 shares; 2025Q2: 150,527 shares; 2025Q3: not loaded; 2025Q4: 162,709 shares 162,709 $24.8M 0.13% Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,231 shares; 2024Q4: 179,650 shares; 2025Q1: 182,703 shares; 2025Q2: 219,435 shares; 2025Q3: not loaded; 2025Q4: 222,233 shares 222,233 $24.8M 0.13% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,542 shares; 2024Q4: 45,530 shares; 2025Q1: 44,508 shares; 2025Q2: 45,310 shares; 2025Q3: not loaded; 2025Q4: 311,469 shares 311,469 $24.6M 0.13% Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,442 shares; 2024Q4: 523,378 shares; 2025Q1: 530,502 shares; 2025Q2: 531,882 shares; 2025Q3: not loaded; 2025Q4: 518,319 shares 518,319 $24.4M 0.13% Timeline FLEE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,642 shares; 2024Q4: 710,346 shares; 2025Q1: 663,973 shares; 2025Q2: 677,812 shares; 2025Q3: not loaded; 2025Q4: 657,085 shares 657,085 $24M 0.12% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,143 shares; 2024Q4: 408,444 shares; 2025Q1: 368,258 shares; 2025Q2: 736,753 shares; 2025Q3: not loaded; 2025Q4: 714,000 shares 714,000 $23.3M 0.12% Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,765 shares; 2024Q4: 110,936 shares; 2025Q1: 860,660 shares; 2025Q2: 876,069 shares; 2025Q3: not loaded; 2025Q4: 673,660 shares 673,660 $23.2M 0.12% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,228 shares; 2024Q4: 5,964 shares; 2025Q1: 5,972 shares; 2025Q2: 6,757 shares; 2025Q3: not loaded; 2025Q4: 103,831 shares 103,831 $23.2M 0.12% Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 27 shares; 2025Q2: 29 shares; 2025Q3: not loaded; 2025Q4: 30 shares 30 $22.6M 0.12% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,424 shares; 2024Q4: 106,587 shares; 2025Q1: 107,524 shares; 2025Q2: 161,915 shares; 2025Q3: not loaded; 2025Q4: 157,914 shares 157,914 $22.6M 0.12% Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,804 shares; 2024Q4: 209,338 shares; 2025Q1: 341,296 shares; 2025Q2: 346,275 shares; 2025Q3: not loaded; 2025Q4: 309,315 shares 309,315 $21.5M 0.11% Timeline XLG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,561 shares; 2024Q4: 30,374 shares; 2025Q1: 24,367 shares; 2025Q2: 283,259 shares; 2025Q3: not loaded; 2025Q4: 362,426 shares 362,426 $21.5M 0.11% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,974 shares; 2024Q4: 447,303 shares; 2025Q1: 464,223 shares; 2025Q2: 464,672 shares; 2025Q3: not loaded; 2025Q4: 385,240 shares 385,240 $21.2M 0.11% Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,258 shares; 2024Q4: 26,125 shares; 2025Q1: 26,502 shares; 2025Q2: 26,281 shares; 2025Q3: not loaded; 2025Q4: 25,643 shares 25,643 $21M 0.11% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,586 shares; 2024Q4: 291,984 shares; 2025Q1: 268,854 shares; 2025Q2: 460,217 shares; 2025Q3: not loaded; 2025Q4: 378,414 shares 378,414 $20.7M 0.11% Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,006 shares; 2024Q4: 252,324 shares; 2025Q1: 224,071 shares; 2025Q2: 206,514 shares; 2025Q3: not loaded; 2025Q4: 181,912 shares 181,912 $20.7M 0.11% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,123 shares; 2024Q4: 199,213 shares; 2025Q1: 150,175 shares; 2025Q2: 202,312 shares; 2025Q3: not loaded; 2025Q4: 195,734 shares 195,734 $20.6M 0.11% Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,738 shares; 2024Q4: 45,346 shares; 2025Q1: 48,703 shares; 2025Q2: 51,617 shares; 2025Q3: not loaded; 2025Q4: 58,414 shares 58,414 $20.4M 0.11% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,967 shares; 2024Q4: 24,935 shares; 2025Q1: 73,055 shares; 2025Q2: 81,142 shares; 2025Q3: not loaded; 2025Q4: 76,107 shares 76,107 $20.4M 0.11% Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,660 shares; 2024Q4: 116,245 shares; 2025Q1: 115,584 shares; 2025Q2: 679,544 shares; 2025Q3: not loaded; 2025Q4: 164,192 shares 164,192 $20.2M 0.11% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,254 shares; 2024Q4: 30,798 shares; 2025Q1: 31,311 shares; 2025Q2: 29,627 shares; 2025Q3: not loaded; 2025Q4: 33,406 shares 33,406 $20.2M 0.1% Timeline JIRE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249,433 shares; 2025Q3: not loaded; 2025Q4: 263,536 shares 263,536 $19.7M 0.1% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,491 shares; 2024Q4: 41,098 shares; 2025Q1: 41,663 shares; 2025Q2: 45,586 shares; 2025Q3: not loaded; 2025Q4: 48,964 shares 48,964 $19.4M 0.1% Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,987 shares; 2024Q4: 8,193 shares; 2025Q1: 8,111 shares; 2025Q2: 6,872 shares; 2025Q3: not loaded; 2025Q4: 28,969 shares 28,969 $19.2M 0.1% Timeline JMSI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,696 shares; 2024Q4: 302,100 shares; 2025Q1: 315,156 shares; 2025Q2: 266,793 shares; 2025Q3: not loaded; 2025Q4: 379,716 shares 379,716 $19.1M 0.1% Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,926 shares; 2024Q4: 393,071 shares; 2025Q1: 377,007 shares; 2025Q2: 348,555 shares; 2025Q3: not loaded; 2025Q4: 310,577 shares 310,577 $19M 0.1% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,543 shares; 2024Q4: 562,697 shares; 2025Q1: 553,005 shares; 2025Q2: 583,857 shares; 2025Q3: not loaded; 2025Q4: 771,325 shares 771,325 $18.5M 0.1% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,230 shares; 2024Q4: 274,694 shares; 2025Q1: 270,547 shares; 2025Q2: 263,391 shares; 2025Q3: not loaded; 2025Q4: 322,969 shares 322,969 $18.5M 0.1% Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,580 shares; 2024Q4: 132,997 shares; 2025Q1: 118,514 shares; 2025Q2: 170,761 shares; 2025Q3: not loaded; 2025Q4: 156,668 shares 156,668 $18.4M 0.1% Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: not reported; 2025Q1: 5,912 shares; 2025Q2: 122,187 shares; 2025Q3: not loaded; 2025Q4: 133,455 shares 133,455 $18.4M 0.1% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,739 shares; 2024Q4: 79,602 shares; 2025Q1: 79,336 shares; 2025Q2: 73,714 shares; 2025Q3: not loaded; 2025Q4: 78,799 shares 78,799 $18.1M 0.09% Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773,395 shares; 2024Q4: 836,569 shares; 2025Q1: 867,396 shares; 2025Q2: 834,086 shares; 2025Q3: not loaded; 2025Q4: 737,566 shares 737,566 $17.8M 0.09% Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,153 shares; 2024Q4: 73,314 shares; 2025Q1: 72,814 shares; 2025Q2: 73,628 shares; 2025Q3: not loaded; 2025Q4: 72,434 shares 72,434 $17.5M 0.09% Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,746 shares; 2024Q4: 44,028 shares; 2025Q1: 45,887 shares; 2025Q2: 89,735 shares; 2025Q3: not loaded; 2025Q4: 70,452 shares 70,452 $17.3M 0.09% Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,555 shares; 2024Q4: 14,474 shares; 2025Q1: 9,722 shares; 2025Q2: 45,461 shares; 2025Q3: not loaded; 2025Q4: 358,606 shares 358,606 $17.3M 0.09% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,810 shares; 2024Q4: 71,980 shares; 2025Q1: 64,395 shares; 2025Q2: 133,390 shares; 2025Q3: not loaded; 2025Q4: 110,181 shares 110,181 $17.1M 0.09% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,557 shares; 2024Q4: 67,630 shares; 2025Q1: 84,258 shares; 2025Q2: 99,601 shares; 2025Q3: not loaded; 2025Q4: 117,571 shares 117,571 $16.9M 0.09% Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,004 shares; 2024Q4: 373,250 shares; 2025Q1: 372,647 shares; 2025Q2: 469,430 shares; 2025Q3: not loaded; 2025Q4: 668,484 shares 668,484 $16.9M 0.09% Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,097 shares; 2024Q4: 55,410 shares; 2025Q1: 63,123 shares; 2025Q2: 133,184 shares; 2025Q3: not loaded; 2025Q4: 133,927 shares 133,927 $16.8M 0.09% Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,961 shares; 2024Q4: 101,565 shares; 2025Q1: 109,788 shares; 2025Q2: 101,855 shares; 2025Q3: not loaded; 2025Q4: 97,704 shares 97,704 $16.7M 0.09% Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046,370 shares; 2024Q4: 501,220 shares; 2025Q1: 359,709 shares; 2025Q2: 294,847 shares; 2025Q3: not loaded; 2025Q4: 506,982 shares 506,982 $16.5M 0.09% Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 653,952 shares; 2025Q3: not loaded; 2025Q4: 722,666 shares 722,666 $15.9M 0.08% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,081 shares; 2024Q4: 41,134 shares; 2025Q1: 39,467 shares; 2025Q2: 46,361 shares; 2025Q3: not loaded; 2025Q4: 53,750 shares 53,750 $15.9M 0.08% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,680 shares; 2024Q4: 69,379 shares; 2025Q1: 75,128 shares; 2025Q2: 574,387 shares; 2025Q3: not loaded; 2025Q4: 584,018 shares 584,018 $15.9M 0.08% Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 688,345 shares; 2025Q3: not loaded; 2025Q4: 746,146 shares 746,146 $15.8M 0.08% Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,298 shares; 2024Q4: 621,555 shares; 2025Q1: 551,479 shares; 2025Q2: 414,724 shares; 2025Q3: not loaded; 2025Q4: 475,407 shares 475,407 $15.6M 0.08% Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,852 shares; 2024Q4: 31,506 shares; 2025Q1: 39,823 shares; 2025Q2: 43,097 shares; 2025Q3: not loaded; 2025Q4: 46,954 shares 46,954 $15.4M 0.08% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,236 shares; 2024Q4: 15,858 shares; 2025Q1: 17,562 shares; 2025Q2: 30,129 shares; 2025Q3: not loaded; 2025Q4: 26,320 shares 26,320 $15.3M 0.08% Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539,377 shares; 2024Q4: 293,305 shares; 2025Q1: 223,216 shares; 2025Q2: 459,637 shares; 2025Q3: not loaded; 2025Q4: 225,292 shares 225,292 $15.1M 0.08% Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,055 shares; 2024Q4: 41,698 shares; 2025Q1: 41,748 shares; 2025Q2: 373,966 shares; 2025Q3: not loaded; 2025Q4: 70,862 shares 70,862 $15M 0.08% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,217 shares; 2024Q4: 64,369 shares; 2025Q1: 67,674 shares; 2025Q2: 62,557 shares; 2025Q3: not loaded; 2025Q4: 58,094 shares 58,094 $14.9M 0.08% Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,621 shares; 2025Q1: 1,775 shares; 2025Q2: 18,775 shares; 2025Q3: not loaded; 2025Q4: 18,344 shares 18,344 $14.8M 0.08% Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,461 shares; 2024Q4: 246,277 shares; 2025Q1: 149,214 shares; 2025Q2: 147,578 shares; 2025Q3: not loaded; 2025Q4: 137,681 shares 137,681 $13.8M 0.07% Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,630 shares; 2024Q4: 307,643 shares; 2025Q1: 306,580 shares; 2025Q2: 293,408 shares; 2025Q3: not loaded; 2025Q4: 305,427 shares 305,427 $13.6M 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 600,336 shares 600,336 $13.6M 0.07% Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,612 shares; 2024Q4: 21,331 shares; 2025Q1: 21,706 shares; 2025Q2: 27,623 shares; 2025Q3: not loaded; 2025Q4: 43,930 shares 43,930 $13.3M 0.07% Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 6,251 shares; 2025Q1: 8,984 shares; 2025Q2: 66,802 shares; 2025Q3: not loaded; 2025Q4: 64,826 shares 64,826 $13.3M 0.07% Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,032 shares; 2024Q4: 17,613 shares; 2025Q1: 17,319 shares; 2025Q2: 19,208 shares; 2025Q3: not loaded; 2025Q4: 22,257 shares 22,257 $12.8M 0.07% Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,108 shares; 2024Q4: 13,920 shares; 2025Q1: 13,844 shares; 2025Q2: 46,174 shares; 2025Q3: not loaded; 2025Q4: 48,512 shares 48,512 $12.7M 0.07% Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 6,409 shares; 2025Q1: 6,393 shares; 2025Q2: 103,973 shares; 2025Q3: not loaded; 2025Q4: 99,504 shares 99,504 $12.7M 0.07% Timeline LBAY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,074,057 shares; 2024Q4: 970,220 shares; 2025Q1: 837,926 shares; 2025Q2: 776,866 shares; 2025Q3: not loaded; 2025Q4: 521,205 shares 521,205 $12.6M 0.07% Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,433 shares; 2024Q4: 19,345 shares; 2025Q1: 22,774 shares; 2025Q2: 22,476 shares; 2025Q3: not loaded; 2025Q4: 22,139 shares 22,139 $12.6M 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,702 shares; 2024Q4: 78,582 shares; 2025Q1: 100,934 shares; 2025Q2: 120,074 shares; 2025Q3: not loaded; 2025Q4: 166,295 shares 166,295 $12.5M 0.07% Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,471 shares; 2024Q4: 125,786 shares; 2025Q1: 124,482 shares; 2025Q2: 391,528 shares; 2025Q3: not loaded; 2025Q4: 516,198 shares 516,198 $12.5M 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,204 shares; 2024Q4: 60,972 shares; 2025Q1: 60,238 shares; 2025Q2: 96,705 shares; 2025Q3: not loaded; 2025Q4: 79,535 shares 79,535 $12.3M 0.06% Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,228 shares; 2024Q4: 31,291 shares; 2025Q1: 26,479 shares; 2025Q2: 21,971 shares; 2025Q3: not loaded; 2025Q4: 523,420 shares 523,420 $12.2M 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,650 shares; 2024Q4: 83,544 shares; 2025Q1: 83,141 shares; 2025Q2: 80,846 shares; 2025Q3: not loaded; 2025Q4: 36,719 shares 36,719 $12.1M 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,117 shares; 2024Q4: 255,305 shares; 2025Q1: 244,856 shares; 2025Q2: 288,112 shares; 2025Q3: not loaded; 2025Q4: 259,781 shares 259,781 $12.1M 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,080 shares; 2024Q4: 30,829 shares; 2025Q1: 30,572 shares; 2025Q2: 30,544 shares; 2025Q3: not loaded; 2025Q4: 37,432 shares 37,432 $11.9M 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,076 shares; 2024Q4: 196,138 shares; 2025Q1: 189,094 shares; 2025Q2: 495,271 shares; 2025Q3: not loaded; 2025Q4: 433,095 shares 433,095 $11.9M 0.06% Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,468 shares; 2024Q4: 148,799 shares; 2025Q1: 146,634 shares; 2025Q2: 621,930 shares; 2025Q3: not loaded; 2025Q4: 484,335 shares 484,335 $11.7M 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 268,909 shares 268,909 $11.7M 0.06% Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,759 shares; 2024Q4: 24,512 shares; 2025Q1: 24,482 shares; 2025Q2: 25,616 shares; 2025Q3: not loaded; 2025Q4: 31,217 shares 31,217 $11.7M 0.06% Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,432 shares; 2024Q4: 3,708 shares; 2025Q1: 3,884 shares; 2025Q2: 10,676 shares; 2025Q3: not loaded; 2025Q4: 13,197 shares 13,197 $11.6M 0.06% Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,943 shares; 2024Q4: 34,966 shares; 2025Q1: 34,023 shares; 2025Q2: 57,271 shares; 2025Q3: not loaded; 2025Q4: 245,014 shares 245,014 $11.5M 0.06% Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,930 shares; 2024Q4: 28,456 shares; 2025Q1: 26,825 shares; 2025Q2: 38,900 shares; 2025Q3: not loaded; 2025Q4: 39,975 shares 39,975 $11.4M 0.06% Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,224 shares; 2024Q4: 31,429 shares; 2025Q1: 31,805 shares; 2025Q2: 35,981 shares; 2025Q3: not loaded; 2025Q4: 32,983 shares 32,983 $11.3M 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,136 shares; 2024Q4: 11,595 shares; 2025Q1: 11,645 shares; 2025Q2: 12,920 shares; 2025Q3: not loaded; 2025Q4: 14,848 shares 14,848 $11.2M 0.06% Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 381,567 shares 381,567 $11.2M 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,790 shares; 2024Q4: 29,222 shares; 2025Q1: 51,092 shares; 2025Q2: 62,084 shares; 2025Q3: not loaded; 2025Q4: 38,163 shares 38,163 $11.1M 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,699 shares; 2024Q4: 5,693 shares; 2025Q1: 6,757 shares; 2025Q2: 13,184 shares; 2025Q3: not loaded; 2025Q4: 12,335 shares 12,335 $10.8M 0.06% Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,611 shares; 2024Q4: 266,656 shares; 2025Q1: 253,823 shares; 2025Q2: 253,329 shares; 2025Q3: not loaded; 2025Q4: 245,884 shares 245,884 $10.8M 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,409 shares; 2024Q4: 29,153 shares; 2025Q1: 26,883 shares; 2025Q2: 53,219 shares; 2025Q3: not loaded; 2025Q4: 55,334 shares 55,334 $10.6M 0.06% Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,884 shares; 2024Q4: 207,847 shares; 2025Q1: 205,118 shares; 2025Q2: 209,753 shares; 2025Q3: not loaded; 2025Q4: 229,887 shares 229,887 $10.6M 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,388 shares; 2024Q4: 26,641 shares; 2025Q1: 28,395 shares; 2025Q2: 29,732 shares; 2025Q3: not loaded; 2025Q4: 28,570 shares 28,570 $10.6M 0.05% Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,383 shares; 2024Q4: 67,269 shares; 2025Q1: 71,537 shares; 2025Q2: 62,532 shares; 2025Q3: not loaded; 2025Q4: 58,130 shares 58,130 $10.5M 0.05% Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,009 shares; 2024Q4: 51,228 shares; 2025Q1: 50,811 shares; 2025Q2: 51,415 shares; 2025Q3: not loaded; 2025Q4: 49,560 shares 49,560 $10.4M 0.05% Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,891 shares; 2024Q4: 24,262 shares; 2025Q1: 23,794 shares; 2025Q2: 25,879 shares; 2025Q3: not loaded; 2025Q4: 33,458 shares 33,458 $10.3M 0.05% Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,676 shares; 2024Q4: 25,850 shares; 2025Q1: 26,284 shares; 2025Q2: 25,017 shares; 2025Q3: not loaded; 2025Q4: 28,539 shares 28,539 $10.3M 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,065 shares; 2024Q4: 27,275 shares; 2025Q1: 27,491 shares; 2025Q2: 51,973 shares; 2025Q3: not loaded; 2025Q4: 44,270 shares 44,270 $10.1M 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,634 shares; 2024Q4: 17,818 shares; 2025Q1: 17,893 shares; 2025Q2: 18,077 shares; 2025Q3: not loaded; 2025Q4: 20,805 shares 20,805 $10.1M 0.05% Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,677 shares; 2024Q4: 280,084 shares; 2025Q1: 289,507 shares; 2025Q2: 292,149 shares; 2025Q3: not loaded; 2025Q4: 79,193 shares 79,193 $10M 0.05% Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,722 shares; 2025Q3: not loaded; 2025Q4: 45,071 shares 45,071 $9.89M 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,531 shares; 2024Q4: 46,243 shares; 2025Q1: 44,829 shares; 2025Q2: 46,333 shares; 2025Q3: not loaded; 2025Q4: 46,055 shares 46,055 $9.75M 0.05% Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,128 shares; 2024Q4: 16,983 shares; 2025Q1: 13,917 shares; 2025Q2: 34,181 shares; 2025Q3: not loaded; 2025Q4: 120,364 shares 120,364 $9.66M 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,632 shares; 2024Q4: 478,883 shares; 2025Q1: 91,591 shares; 2025Q2: 88,512 shares; 2025Q3: not loaded; 2025Q4: 84,535 shares 84,535 $9.62M 0.05% Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,018 shares; 2024Q4: 157,639 shares; 2025Q1: 161,652 shares; 2025Q2: 163,147 shares; 2025Q3: not loaded; 2025Q4: 181,498 shares 181,498 $9.6M 0.05% Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 213,466 shares 213,466 $9.49M 0.05% Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,410 shares; 2024Q4: 128,565 shares; 2025Q1: 130,569 shares; 2025Q2: 133,231 shares; 2025Q3: not loaded; 2025Q4: 133,476 shares 133,476 $9.14M 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,026 shares; 2024Q4: 108,944 shares; 2025Q1: 103,780 shares; 2025Q2: 100,748 shares; 2025Q3: not loaded; 2025Q4: 89,384 shares 89,384 $9.12M 0.05% Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,723 shares; 2024Q4: 137,365 shares; 2025Q1: 140,884 shares; 2025Q2: 141,265 shares; 2025Q3: not loaded; 2025Q4: 142,227 shares 142,227 $8.99M 0.05% Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 7,406 shares; 2025Q1: 7,473 shares; 2025Q2: 7,666 shares; 2025Q3: not loaded; 2025Q4: 7,351 shares 7,351 $8.93M 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,086 shares; 2024Q4: 30,234 shares; 2025Q1: 37,437 shares; 2025Q2: 41,477 shares; 2025Q3: not loaded; 2025Q4: 51,086 shares 51,086 $8.86M 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,042 shares; 2024Q4: 47,583 shares; 2025Q1: 47,107 shares; 2025Q2: 51,253 shares; 2025Q3: not loaded; 2025Q4: 54,057 shares 54,057 $8.67M 0.05% Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047,760 shares; 2024Q4: 834,382 shares; 2025Q1: 812,337 shares; 2025Q2: 760,906 shares; 2025Q3: not loaded; 2025Q4: 564,502 shares 564,502 $8.66M 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 4,162 shares; 2025Q1: 4,116 shares; 2025Q2: 39,999 shares; 2025Q3: not loaded; 2025Q4: 40,763 shares 40,763 $8.64M 0.04% Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 293,259 shares; 2025Q2: 283,086 shares; 2025Q3: not loaded; 2025Q4: 182,316 shares 182,316 $8.43M 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,702 shares; 2024Q4: 111,569 shares; 2025Q1: 110,324 shares; 2025Q2: 118,163 shares; 2025Q3: not loaded; 2025Q4: 118,559 shares 118,559 $8.29M 0.04% Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,252 shares; 2024Q4: 26,257 shares; 2025Q1: 25,500 shares; 2025Q2: 25,702 shares; 2025Q3: not loaded; 2025Q4: 25,332 shares 25,332 $8.18M 0.04% Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 1,889 shares; 2025Q1: 2,314 shares; 2025Q2: 2,706 shares; 2025Q3: not loaded; 2025Q4: 7,578 shares 7,578 $8.11M 0.04% Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,106 shares; 2024Q4: 50,668 shares; 2025Q1: 51,503 shares; 2025Q2: 47,046 shares; 2025Q3: not loaded; 2025Q4: 42,588 shares 42,588 $8.01M 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,694 shares; 2025Q1: 42,799 shares; 2025Q2: 46,721 shares; 2025Q3: not loaded; 2025Q4: 46,722 shares 46,722 $8M 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989,106 shares; 2024Q4: 981,256 shares; 2025Q1: 1,095,934 shares; 2025Q2: 1,124,696 shares; 2025Q3: not loaded; 2025Q4: 266,031 shares 266,031 $7.95M 0.04% Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,437 shares; 2025Q1: 1,425 shares; 2025Q2: 1,434 shares; 2025Q3: not loaded; 2025Q4: 1,472 shares 1,472 $7.88M 0.04% Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,411 shares; 2024Q4: 85,711 shares; 2025Q1: 83,227 shares; 2025Q2: 80,316 shares; 2025Q3: not loaded; 2025Q4: 78,797 shares 78,797 $7.84M 0.04% Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,123 shares; 2024Q4: 24,497 shares; 2025Q1: 33,273 shares; 2025Q2: 44,360 shares; 2025Q3: not loaded; 2025Q4: 44,055 shares 44,055 $7.82M 0.04% Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,990 shares; 2024Q4: 69,092 shares; 2025Q1: 64,960 shares; 2025Q2: 306,241 shares; 2025Q3: not loaded; 2025Q4: 214,010 shares 214,010 $7.72M 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,750 shares; 2024Q4: 23,597 shares; 2025Q1: 22,929 shares; 2025Q2: 22,346 shares; 2025Q3: not loaded; 2025Q4: 26,415 shares 26,415 $7.6M 0.04% Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,583 shares; 2024Q4: 144,607 shares; 2025Q1: 141,824 shares; 2025Q2: 144,423 shares; 2025Q3: not loaded; 2025Q4: 138,281 shares 138,281 $7.57M 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,394 shares; 2024Q4: 31,551 shares; 2025Q1: 27,471 shares; 2025Q2: 33,881 shares; 2025Q3: not loaded; 2025Q4: 70,063 shares 70,063 $7.48M 0.04% Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,395 shares; 2024Q4: 35,968 shares; 2025Q1: 60,091 shares; 2025Q2: 63,424 shares; 2025Q3: not loaded; 2025Q4: 62,686 shares 62,686 $7.31M 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,937 shares; 2024Q4: 13,643 shares; 2025Q1: 13,449 shares; 2025Q2: 13,528 shares; 2025Q3: not loaded; 2025Q4: 12,781 shares 12,781 $7.24M 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,500 shares; 2024Q4: 182,644 shares; 2025Q1: 183,410 shares; 2025Q2: 199,970 shares; 2025Q3: not loaded; 2025Q4: 223,607 shares 223,607 $7.17M 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,946 shares; 2024Q4: 14,160 shares; 2025Q1: 14,112 shares; 2025Q2: 14,847 shares; 2025Q3: not loaded; 2025Q4: 15,243 shares 15,243 $7.15M 0.04% Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,807 shares; 2024Q4: 65,116 shares; 2025Q1: 61,795 shares; 2025Q2: 60,904 shares; 2025Q3: not loaded; 2025Q4: 75,327 shares 75,327 $7.09M 0.04% Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,092 shares; 2024Q4: 81,779 shares; 2025Q1: 81,537 shares; 2025Q2: 82,255 shares; 2025Q3: not loaded; 2025Q4: 79,453 shares 79,453 $7.09M 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,158 shares; 2024Q4: 15,567 shares; 2025Q1: 14,388 shares; 2025Q2: 16,008 shares; 2025Q3: not loaded; 2025Q4: 14,329 shares 14,329 $6.89M 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,073 shares; 2024Q4: 28,959 shares; 2025Q1: 23,789 shares; 2025Q2: 28,535 shares; 2025Q3: not loaded; 2025Q4: 38,509 shares 38,509 $6.84M 0.04% Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,128 shares; 2024Q4: 100,020 shares; 2025Q1: 103,322 shares; 2025Q2: 133,254 shares; 2025Q3: not loaded; 2025Q4: 127,472 shares 127,472 $6.8M 0.04% Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 8,279 shares; 2025Q1: 8,505 shares; 2025Q2: 8,454 shares; 2025Q3: not loaded; 2025Q4: 6,694 shares 6,694 $6.75M 0.04% Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,712 shares; 2024Q4: 17,714 shares; 2025Q1: 16,739 shares; 2025Q2: 28,808 shares; 2025Q3: not loaded; 2025Q4: 33,774 shares 33,774 $6.74M 0.04% Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,100 shares; 2024Q4: 88,053 shares; 2025Q1: 107,738 shares; 2025Q2: 123,311 shares; 2025Q3: not loaded; 2025Q4: 130,874 shares 130,874 $6.67M 0.03% Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,509 shares; 2024Q4: 15,041 shares; 2025Q1: 14,128 shares; 2025Q2: 13,223 shares; 2025Q3: not loaded; 2025Q4: 17,121 shares 17,121 $6.62M 0.03% Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,704 shares; 2024Q4: 126,742 shares; 2025Q1: 111,028 shares; 2025Q2: 96,389 shares; 2025Q3: not loaded; 2025Q4: 95,122 shares 95,122 $6.6M 0.03% Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,905 shares; 2024Q4: 308,801 shares; 2025Q1: 279,347 shares; 2025Q2: 276,553 shares; 2025Q3: not loaded; 2025Q4: 258,734 shares 258,734 $6.44M 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,152 shares; 2024Q4: 141,518 shares; 2025Q1: 138,031 shares; 2025Q2: 197,106 shares; 2025Q3: not loaded; 2025Q4: 153,818 shares 153,818 $6.26M 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,890 shares; 2024Q4: 5,822 shares; 2025Q1: 5,607 shares; 2025Q2: 6,432 shares; 2025Q3: not loaded; 2025Q4: 9,529 shares 9,529 $6.23M 0.03% Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,706 shares; 2024Q4: 204,254 shares; 2025Q1: 191,363 shares; 2025Q2: 191,011 shares; 2025Q3: not loaded; 2025Q4: 183,825 shares 183,825 $6.2M 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,917 shares; 2024Q4: 121,942 shares; 2025Q1: 133,900 shares; 2025Q2: 171,835 shares; 2025Q3: not loaded; 2025Q4: 213,232 shares 213,232 $6.07M 0.03% Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,215 shares; 2024Q4: 81,790 shares; 2025Q1: 83,460 shares; 2025Q2: 91,992 shares; 2025Q3: not loaded; 2025Q4: 94,159 shares 94,159 $6.07M 0.03% Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,941 shares; 2024Q4: 139,562 shares; 2025Q1: 129,962 shares; 2025Q2: 114,333 shares; 2025Q3: not loaded; 2025Q4: 95,989 shares 95,989 $5.97M 0.03% Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,278 shares; 2024Q4: 2,919 shares; 2025Q1: 2,868 shares; 2025Q2: 4,817 shares; 2025Q3: not loaded; 2025Q4: 19,895 shares 19,895 $5.84M 0.03% Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,334 shares; 2024Q4: 104,918 shares; 2025Q1: 106,682 shares; 2025Q2: 102,392 shares; 2025Q3: not loaded; 2025Q4: 73,535 shares 73,535 $5.84M 0.03% Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,995 shares; 2024Q4: 29,292 shares; 2025Q1: 20,210 shares; 2025Q2: 25,285 shares; 2025Q3: not loaded; 2025Q4: 26,878 shares 26,878 $5.84M 0.03% Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 186,497 shares 186,497 $5.73M 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,082 shares; 2024Q4: 13,948 shares; 2025Q1: 14,902 shares; 2025Q2: 35,015 shares; 2025Q3: not loaded; 2025Q4: 22,998 shares 22,998 $5.68M 0.03% Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,183 shares; 2024Q4: 170,430 shares; 2025Q1: 165,037 shares; 2025Q2: 219,609 shares; 2025Q3: not loaded; 2025Q4: 222,745 shares 222,745 $5.67M 0.03% Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,750 shares; 2024Q4: 105,477 shares; 2025Q1: 106,291 shares; 2025Q2: 101,395 shares; 2025Q3: not loaded; 2025Q4: 104,479 shares 104,479 $5.65M 0.03% Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,405 shares; 2024Q4: 39,623 shares; 2025Q1: 38,454 shares; 2025Q2: 37,317 shares; 2025Q3: not loaded; 2025Q4: 40,011 shares 40,011 $5.64M 0.03% Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,337 shares; 2024Q4: 30,690 shares; 2025Q1: 37,442 shares; 2025Q2: 35,977 shares; 2025Q3: not loaded; 2025Q4: 39,719 shares 39,719 $5.62M 0.03% Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,410 shares; 2024Q4: 58,250 shares; 2025Q1: 57,443 shares; 2025Q2: 57,064 shares; 2025Q3: not loaded; 2025Q4: 72,441 shares 72,441 $5.58M 0.03% Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,152 shares; 2024Q4: 55,237 shares; 2025Q1: 55,238 shares; 2025Q2: 55,796 shares; 2025Q3: not loaded; 2025Q4: 57,188 shares 57,188 $5.54M 0.03% Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,874 shares; 2025Q1: 57,590 shares; 2025Q2: 57,761 shares; 2025Q3: not loaded; 2025Q4: 42,235 shares 42,235 $5.53M 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,119 shares; 2024Q4: 80,315 shares; 2025Q1: 74,214 shares; 2025Q2: 74,903 shares; 2025Q3: not loaded; 2025Q4: 95,944 shares 95,944 $5.53M 0.03% Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,251 shares; 2024Q4: 14,517 shares; 2025Q1: 15,011 shares; 2025Q2: 15,885 shares; 2025Q3: not loaded; 2025Q4: 16,386 shares 16,386 $5.52M 0.03% Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,055 shares; 2024Q4: 148,924 shares; 2025Q1: 141,900 shares; 2025Q2: 248,503 shares; 2025Q3: not loaded; 2025Q4: 186,219 shares 186,219 $5.51M 0.03% Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 207,892 shares 207,892 $5.49M 0.03% Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,228 shares; 2024Q4: 7,668 shares; 2025Q1: 15,230 shares; 2025Q2: 16,060 shares; 2025Q3: not loaded; 2025Q4: 17,411 shares 17,411 $5.43M 0.03% Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,089 shares; 2024Q4: 62,669 shares; 2025Q1: 62,166 shares; 2025Q2: 65,234 shares; 2025Q3: not loaded; 2025Q4: 62,881 shares 62,881 $5.39M 0.03% Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,821 shares; 2024Q4: 52,800 shares; 2025Q1: 27,301 shares; 2025Q2: 20,063 shares; 2025Q3: not loaded; 2025Q4: 35,698 shares 35,698 $5.31M 0.03% Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,683 shares; 2024Q4: 26,295 shares; 2025Q1: 18,693 shares; 2025Q2: 22,177 shares; 2025Q3: not loaded; 2025Q4: 26,701 shares 26,701 $5.3M 0.03% Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,650 shares; 2024Q4: 64,841 shares; 2025Q1: 61,509 shares; 2025Q2: 62,893 shares; 2025Q3: not loaded; 2025Q4: 64,793 shares 64,793 $5.29M 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,893 shares; 2024Q4: 205,279 shares; 2025Q1: 192,053 shares; 2025Q2: 232,239 shares; 2025Q3: not loaded; 2025Q4: 212,234 shares 212,234 $5.27M 0.03% Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,129 shares; 2025Q1: 160,570 shares; 2025Q2: 148,248 shares; 2025Q3: not loaded; 2025Q4: 228,184 shares 228,184 $5.27M 0.03% Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,690 shares; 2024Q4: 45,697 shares; 2025Q1: 51,268 shares; 2025Q2: 51,500 shares; 2025Q3: not loaded; 2025Q4: 55,845 shares 55,845 $5.23M 0.03% Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,589 shares; 2024Q4: 94,949 shares; 2025Q1: 93,881 shares; 2025Q2: 95,094 shares; 2025Q3: not loaded; 2025Q4: 158,942 shares 158,942 $5.21M 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,716 shares; 2024Q4: 285,086 shares; 2025Q1: 280,446 shares; 2025Q2: 266,738 shares; 2025Q3: not loaded; 2025Q4: 260,300 shares 260,300 $5.1M 0.03% Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,251 shares; 2024Q4: 12,619 shares; 2025Q1: 15,935 shares; 2025Q2: 15,736 shares; 2025Q3: not loaded; 2025Q4: 15,971 shares 15,971 $5.03M 0.03% Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,508 shares; 2024Q4: 59,504 shares; 2025Q1: 58,411 shares; 2025Q2: 55,275 shares; 2025Q3: not loaded; 2025Q4: 59,612 shares 59,612 $5.02M 0.03% Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,036 shares; 2024Q4: 131,303 shares; 2025Q1: 155,967 shares; 2025Q2: 153,502 shares; 2025Q3: not loaded; 2025Q4: 136,754 shares 136,754 $4.96M 0.03% Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,396 shares; 2024Q4: 45,276 shares; 2025Q1: 45,276 shares; 2025Q2: 45,276 shares; 2025Q3: not loaded; 2025Q4: 42,105 shares 42,105 $4.95M 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 166,219 shares 166,219 $4.91M 0.03% Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,053 shares; 2024Q4: 61,878 shares; 2025Q1: 58,458 shares; 2025Q2: 57,011 shares; 2025Q3: not loaded; 2025Q4: 60,244 shares 60,244 $4.86M 0.03% Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,048 shares; 2024Q4: 39,242 shares; 2025Q1: 39,219 shares; 2025Q2: 56,750 shares; 2025Q3: not loaded; 2025Q4: 107,413 shares 107,413 $4.86M 0.03% Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,025 shares; 2024Q4: 34,906 shares; 2025Q1: 38,202 shares; 2025Q2: 38,756 shares; 2025Q3: not loaded; 2025Q4: 50,371 shares 50,371 $4.85M 0.03% Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,371 shares; 2024Q4: 25,932 shares; 2025Q1: 25,661 shares; 2025Q2: 33,663 shares; 2025Q3: not loaded; 2025Q4: 36,272 shares 36,272 $4.81M 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,089 shares; 2024Q4: 248,502 shares; 2025Q1: 246,459 shares; 2025Q2: 242,104 shares; 2025Q3: not loaded; 2025Q4: 243,733 shares 243,733 $4.81M 0.02% Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,225 shares; 2024Q4: 44,477 shares; 2025Q1: 41,355 shares; 2025Q2: 43,980 shares; 2025Q3: not loaded; 2025Q4: 47,906 shares 47,906 $4.78M 0.02% Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,094 shares; 2024Q4: 52,042 shares; 2025Q1: 51,155 shares; 2025Q2: 57,165 shares; 2025Q3: not loaded; 2025Q4: 54,176 shares 54,176 $4.77M 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,328 shares; 2024Q4: 37,166 shares; 2025Q1: 37,616 shares; 2025Q2: 37,901 shares; 2025Q3: not loaded; 2025Q4: 34,121 shares 34,121 $4.75M 0.02% Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,392 shares; 2024Q4: 40,260 shares; 2025Q1: 46,665 shares; 2025Q2: 54,355 shares; 2025Q3: not loaded; 2025Q4: 95,427 shares 95,427 $4.74M 0.02% Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,638 shares; 2024Q4: 49,266 shares; 2025Q1: 48,270 shares; 2025Q2: 87,064 shares; 2025Q3: not loaded; 2025Q4: 109,893 shares 109,893 $4.69M 0.02% Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 201,161 shares; 2025Q3: not loaded; 2025Q4: 96,594 shares 96,594 $4.65M 0.02% Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,461 shares; 2024Q4: 189,436 shares; 2025Q1: 210,119 shares; 2025Q2: 164,283 shares; 2025Q3: not loaded; 2025Q4: 140,070 shares 140,070 $4.63M 0.02% Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,926 shares; 2024Q4: 24,152 shares; 2025Q1: 24,812 shares; 2025Q2: 26,607 shares; 2025Q3: not loaded; 2025Q4: 28,693 shares 28,693 $4.59M 0.02% Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,399 shares; 2024Q4: 3,871 shares; 2025Q1: 50,650 shares; 2025Q2: 6,468 shares; 2025Q3: not loaded; 2025Q4: 53,976 shares 53,976 $4.59M 0.02% Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,418 shares; 2024Q4: 14,710 shares; 2025Q1: 30,492 shares; 2025Q2: 32,498 shares; 2025Q3: not loaded; 2025Q4: 35,686 shares 35,686 $4.56M 0.02% Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,744 shares; 2024Q4: 26,127 shares; 2025Q1: 27,947 shares; 2025Q2: 27,923 shares; 2025Q3: not loaded; 2025Q4: 23,317 shares 23,317 $4.55M 0.02% Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,907 shares; 2024Q4: 352,207 shares; 2025Q1: 357,181 shares; 2025Q2: 64,325 shares; 2025Q3: not loaded; 2025Q4: 51,258 shares 51,258 $4.53M 0.02% Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,513 shares; 2024Q4: 139,232 shares; 2025Q1: 147,156 shares; 2025Q2: 155,337 shares; 2025Q3: not loaded; 2025Q4: 163,021 shares 163,021 $4.48M 0.02% Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,639 shares; 2024Q4: 36,461 shares; 2025Q1: 35,976 shares; 2025Q2: 35,649 shares; 2025Q3: not loaded; 2025Q4: 33,610 shares 33,610 $4.46M 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,607 shares; 2024Q4: 20,392 shares; 2025Q1: 14,214 shares; 2025Q2: 18,726 shares; 2025Q3: not loaded; 2025Q4: 53,210 shares 53,210 $4.46M 0.02% Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,486 shares; 2024Q4: 53,478 shares; 2025Q1: 43,023 shares; 2025Q2: 48,010 shares; 2025Q3: not loaded; 2025Q4: 77,901 shares 77,901 $4.43M 0.02% Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,456 shares; 2024Q4: 5,560 shares; 2025Q1: 5,289 shares; 2025Q2: 4,082 shares; 2025Q3: not loaded; 2025Q4: 30,392 shares 30,392 $4.4M 0.02% Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,150 shares; 2024Q4: 38,946 shares; 2025Q1: 38,150 shares; 2025Q2: 38,230 shares; 2025Q3: not loaded; 2025Q4: 38,668 shares 38,668 $4.32M 0.02% Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,355 shares; 2024Q4: 54,276 shares; 2025Q1: 53,641 shares; 2025Q2: 56,813 shares; 2025Q3: not loaded; 2025Q4: 93,900 shares 93,900 $4.23M 0.02% Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,964 shares; 2024Q4: 56,525 shares; 2025Q1: 53,350 shares; 2025Q2: 54,923 shares; 2025Q3: not loaded; 2025Q4: 87,943 shares 87,943 $4.21M 0.02% Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,445 shares; 2024Q4: 23,464 shares; 2025Q1: 23,077 shares; 2025Q2: 25,464 shares; 2025Q3: not loaded; 2025Q4: 27,245 shares 27,245 $4.2M 0.02% Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,261 shares; 2024Q4: 9,937 shares; 2025Q1: 11,282 shares; 2025Q2: 10,701 shares; 2025Q3: not loaded; 2025Q4: 29,763 shares 29,763 $4.2M 0.02% Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,721 shares; 2024Q4: 9,459 shares; 2025Q1: 9,006 shares; 2025Q2: 12,207 shares; 2025Q3: not loaded; 2025Q4: 14,228 shares 14,228 $4.11M 0.02% Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,364 shares; 2024Q4: 34,699 shares; 2025Q1: 38,265 shares; 2025Q2: 37,625 shares; 2025Q3: not loaded; 2025Q4: 36,350 shares 36,350 $4.08M 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 6,438 shares; 2025Q1: 5,449 shares; 2025Q2: 10,930 shares; 2025Q3: not loaded; 2025Q4: 8,946 shares 8,946 $4.06M 0.02% Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,725 shares; 2024Q4: 36,768 shares; 2025Q1: 36,711 shares; 2025Q2: 36,606 shares; 2025Q3: not loaded; 2025Q4: 36,434 shares 36,434 $4.04M 0.02% Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,363 shares; 2024Q4: 37,772 shares; 2025Q1: 37,410 shares; 2025Q2: 75,182 shares; 2025Q3: not loaded; 2025Q4: 39,126 shares 39,126 $4.01M 0.02% Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,842 shares; 2024Q4: 47,947 shares; 2025Q1: 43,384 shares; 2025Q2: 42,386 shares; 2025Q3: not loaded; 2025Q4: 89,337 shares 89,337 $3.97M 0.02% Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,718 shares; 2025Q1: 3,661 shares; 2025Q2: 3,825 shares; 2025Q3: not loaded; 2025Q4: 25,797 shares 25,797 $3.95M 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,252 shares; 2024Q4: 51,589 shares; 2025Q1: 54,328 shares; 2025Q2: 88,549 shares; 2025Q3: not loaded; 2025Q4: 73,210 shares 73,210 $3.95M 0.02% Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,426 shares; 2024Q4: 10,083 shares; 2025Q1: 8,708 shares; 2025Q2: 11,964 shares; 2025Q3: not loaded; 2025Q4: 40,366 shares 40,366 $3.95M 0.02% Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,409 shares; 2024Q4: 7,355 shares; 2025Q1: 9,086 shares; 2025Q2: 13,533 shares; 2025Q3: not loaded; 2025Q4: 9,347 shares 9,347 $3.94M 0.02% Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,160 shares; 2024Q4: 111,214 shares; 2025Q1: 109,691 shares; 2025Q2: 138,146 shares; 2025Q3: not loaded; 2025Q4: 150,381 shares 150,381 $3.94M 0.02% Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,640 shares; 2025Q1: 1,934 shares; 2025Q2: 2,740 shares; 2025Q3: not loaded; 2025Q4: 14,277 shares 14,277 $3.9M 0.02% Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,676 shares; 2024Q4: 45,948 shares; 2025Q1: 40,127 shares; 2025Q2: 35,936 shares; 2025Q3: not loaded; 2025Q4: 34,007 shares 34,007 $3.87M 0.02% Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,585 shares; 2024Q4: 35,219 shares; 2025Q1: 34,541 shares; 2025Q2: 48,270 shares; 2025Q3: not loaded; 2025Q4: 42,388 shares 42,388 $3.81M 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 1,980 shares; 2025Q1: 1,942 shares; 2025Q2: 4,412 shares; 2025Q3: not loaded; 2025Q4: 5,617 shares 5,617 $3.8M 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,113 shares; 2024Q4: 28,533 shares; 2025Q1: 28,997 shares; 2025Q2: 33,081 shares; 2025Q3: not loaded; 2025Q4: 32,369 shares 32,369 $3.79M 0.02% Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,945 shares; 2024Q4: 5,480 shares; 2025Q1: 5,503 shares; 2025Q2: 6,151 shares; 2025Q3: not loaded; 2025Q4: 8,136 shares 8,136 $3.79M 0.02% Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,260 shares; 2024Q4: 30,543 shares; 2025Q1: 30,074 shares; 2025Q2: 44,076 shares; 2025Q3: not loaded; 2025Q4: 44,378 shares 44,378 $3.78M 0.02% Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,262 shares; 2025Q3: not loaded; 2025Q4: 71,647 shares 71,647 $3.78M 0.02% Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,818 shares; 2024Q4: 22,908 shares; 2025Q1: 22,863 shares; 2025Q2: 22,998 shares; 2025Q3: not loaded; 2025Q4: 22,709 shares 22,709 $3.77M 0.02% Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 56,038 shares 56,038 $3.67M 0.02% Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,653 shares; 2024Q4: 24,562 shares; 2025Q1: 24,295 shares; 2025Q2: 23,186 shares; 2025Q3: not loaded; 2025Q4: 21,107 shares 21,107 $3.58M 0.02% Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,475 shares; 2025Q1: 10,492 shares; 2025Q2: 10,661 shares; 2025Q3: not loaded; 2025Q4: 11,035 shares 11,035 $3.57M 0.02% Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 142,259 shares 142,259 $3.56M 0.02% Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,262 shares; 2024Q4: 43,862 shares; 2025Q1: 43,166 shares; 2025Q2: 43,166 shares; 2025Q3: not loaded; 2025Q4: 43,166 shares 43,166 $3.55M 0.02% Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,269 shares; 2024Q4: 23,643 shares; 2025Q1: 29,450 shares; 2025Q2: 33,243 shares; 2025Q3: not loaded; 2025Q4: 46,536 shares 46,536 $3.55M 0.02% Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 97,544 shares 97,544 $3.53M 0.02% Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,401 shares; 2024Q4: 5,447 shares; 2025Q1: 8,767 shares; 2025Q2: 9,362 shares; 2025Q3: not loaded; 2025Q4: 13,010 shares 13,010 $3.53M 0.02% Timeline FDN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,308 shares; 2024Q4: 11,822 shares; 2025Q1: 12,164 shares; 2025Q2: 12,756 shares; 2025Q3: not loaded; 2025Q4: 13,046 shares 13,046 $3.51M 0.02% Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 282,081 shares; 2025Q2: 282,084 shares; 2025Q3: not loaded; 2025Q4: 280,923 shares 280,923 $3.49M 0.02% Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 135,491 shares 135,491 $3.49M 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,951 shares; 2024Q4: 29,304 shares; 2025Q1: 27,584 shares; 2025Q2: 29,256 shares; 2025Q3: not loaded; 2025Q4: 28,291 shares 28,291 $3.47M 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,700 shares; 2024Q4: 23,619 shares; 2025Q1: 26,762 shares; 2025Q2: 27,963 shares; 2025Q3: not loaded; 2025Q4: 42,634 shares 42,634 $3.46M 0.02% Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,799 shares; 2024Q4: 110,887 shares; 2025Q1: 125,079 shares; 2025Q2: 119,014 shares; 2025Q3: not loaded; 2025Q4: 100,571 shares 100,571 $3.4M 0.02% Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,635 shares; 2024Q4: 92,845 shares; 2025Q1: 82,075 shares; 2025Q2: 76,078 shares; 2025Q3: not loaded; 2025Q4: 92,033 shares 92,033 $3.4M 0.02% Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,572 shares; 2024Q4: 25,915 shares; 2025Q1: 25,477 shares; 2025Q2: 25,019 shares; 2025Q3: not loaded; 2025Q4: 24,722 shares 24,722 $3.38M 0.02% Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,860 shares; 2024Q4: 22,842 shares; 2025Q1: 22,224 shares; 2025Q2: 23,326 shares; 2025Q3: not loaded; 2025Q4: 23,911 shares 23,911 $3.37M 0.02% Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,638 shares; 2024Q4: 13,974 shares; 2025Q1: 14,078 shares; 2025Q2: 20,949 shares; 2025Q3: not loaded; 2025Q4: 18,517 shares 18,517 $3.34M 0.02% Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,430 shares; 2025Q3: not loaded; 2025Q4: 14,731 shares 14,731 $3.3M 0.02% Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,080 shares; 2024Q4: 12,944 shares; 2025Q1: 34,165 shares; 2025Q2: 36,163 shares; 2025Q3: not loaded; 2025Q4: 34,271 shares 34,271 $3.29M 0.02% Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,234 shares; 2024Q4: 40,353 shares; 2025Q1: 40,271 shares; 2025Q2: 39,791 shares; 2025Q3: not loaded; 2025Q4: 38,637 shares 38,637 $3.29M 0.02% Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,500 shares; 2024Q4: 83,670 shares; 2025Q1: 83,746 shares; 2025Q2: 83,650 shares; 2025Q3: not loaded; 2025Q4: 85,363 shares 85,363 $3.28M 0.02% Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,171 shares; 2024Q4: 21,314 shares; 2025Q1: 20,746 shares; 2025Q2: 33,446 shares; 2025Q3: not loaded; 2025Q4: 20,036 shares 20,036 $3.26M 0.02% Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,288 shares; 2024Q4: 15,878 shares; 2025Q1: 15,711 shares; 2025Q2: 14,940 shares; 2025Q3: not loaded; 2025Q4: 15,105 shares 15,105 $3.24M 0.02% Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 4,773 shares; 2025Q1: 5,857 shares; 2025Q2: 14,436 shares; 2025Q3: not loaded; 2025Q4: 14,398 shares 14,398 $3.23M 0.02% Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,093 shares; 2024Q4: 15,548 shares; 2025Q1: 15,645 shares; 2025Q2: 67,087 shares; 2025Q3: not loaded; 2025Q4: 19,116 shares 19,116 $3.21M 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,376 shares; 2024Q4: 30,206 shares; 2025Q1: 30,666 shares; 2025Q2: 34,803 shares; 2025Q3: not loaded; 2025Q4: 31,712 shares 31,712 $3.15M 0.02% Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,767 shares; 2024Q4: 10,026 shares; 2025Q1: 9,724 shares; 2025Q2: 9,674 shares; 2025Q3: not loaded; 2025Q4: 11,345 shares 11,345 $3.12M 0.02% Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,480 shares; 2024Q4: 6,010 shares; 2025Q1: 7,024 shares; 2025Q2: 11,231 shares; 2025Q3: not loaded; 2025Q4: 7,276 shares 7,276 $3.1M 0.02% Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,022 shares; 2024Q4: 38,287 shares; 2025Q1: 38,145 shares; 2025Q2: 35,377 shares; 2025Q3: not loaded; 2025Q4: 65,774 shares 65,774 $3.08M 0.02% Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,490 shares; 2024Q4: 313,249 shares; 2025Q1: 304,671 shares; 2025Q2: 300,009 shares; 2025Q3: not loaded; 2025Q4: 301,164 shares 301,164 $3.01M 0.02% Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,511 shares; 2024Q4: 29,600 shares; 2025Q1: 29,600 shares; 2025Q2: 29,600 shares; 2025Q3: not loaded; 2025Q4: 29,725 shares 29,725 $3M 0.02% Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,588 shares; 2024Q4: 8,977 shares; 2025Q1: 10,167 shares; 2025Q2: 10,008 shares; 2025Q3: not loaded; 2025Q4: 20,108 shares 20,108 $3M 0.02% Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,096 shares; 2024Q4: 9,524 shares; 2025Q1: 5,422 shares; 2025Q2: 5,215 shares; 2025Q3: not loaded; 2025Q4: 24,739 shares 24,739 $2.99M 0.02% Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,962 shares; 2024Q4: 25,230 shares; 2025Q1: 25,335 shares; 2025Q2: 25,735 shares; 2025Q3: not loaded; 2025Q4: 18,492 shares 18,492 $2.99M 0.02% Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 3,444 shares; 2025Q1: 3,447 shares; 2025Q2: 3,388 shares; 2025Q3: not loaded; 2025Q4: 1,761 shares 1,761 $2.98M 0.02% Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,209 shares; 2025Q2: 18,362 shares; 2025Q3: not loaded; 2025Q4: 48,849 shares 48,849 $2.97M 0.02% Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,129 shares; 2024Q4: 7,526 shares; 2025Q1: 7,713 shares; 2025Q2: 7,718 shares; 2025Q3: not loaded; 2025Q4: 10,172 shares 10,172 $2.95M 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,696 shares; 2024Q4: 16,734 shares; 2025Q1: 16,439 shares; 2025Q2: 16,376 shares; 2025Q3: not loaded; 2025Q4: 15,096 shares 15,096 $2.93M 0.02% Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 7,381 shares; 2025Q1: 7,738 shares; 2025Q2: 8,039 shares; 2025Q3: not loaded; 2025Q4: 10,132 shares 10,132 $2.93M 0.02% Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,471 shares; 2024Q4: not reported; 2025Q1: 7,069 shares; 2025Q2: 161,712 shares; 2025Q3: not loaded; 2025Q4: 62,629 shares 62,629 $2.91M 0.02% Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,936 shares; 2024Q4: 48,081 shares; 2025Q1: 48,028 shares; 2025Q2: 54,763 shares; 2025Q3: not loaded; 2025Q4: 51,516 shares 51,516 $2.9M 0.02% Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,243 shares; 2024Q4: 103,486 shares; 2025Q1: 101,861 shares; 2025Q2: 93,327 shares; 2025Q3: not loaded; 2025Q4: 88,120 shares 88,120 $2.88M 0.01% Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,293 shares; 2024Q4: 6,293 shares; 2025Q1: 6,293 shares; 2025Q2: 27,039 shares; 2025Q3: not loaded; 2025Q4: 31,726 shares 31,726 $2.84M 0.01% Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,832 shares; 2024Q4: 36,910 shares; 2025Q1: 49,313 shares; 2025Q2: 51,601 shares; 2025Q3: not loaded; 2025Q4: 57,686 shares 57,686 $2.8M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,553 shares; 2024Q4: 17,102 shares; 2025Q1: 10,874 shares; 2025Q2: 17,774 shares; 2025Q3: not loaded; 2025Q4: 35,009 shares 35,009 $2.76M 0.01% Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,150 shares; 2024Q4: 40,240 shares; 2025Q1: 36,173 shares; 2025Q2: 34,340 shares; 2025Q3: not loaded; 2025Q4: 32,575 shares 32,575 $2.76M 0.01% Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,005 shares; 2024Q4: 21,981 shares; 2025Q1: 21,974 shares; 2025Q2: 22,060 shares; 2025Q3: not loaded; 2025Q4: 33,218 shares 33,218 $2.74M 0.01% Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,941 shares; 2024Q4: 19,454 shares; 2025Q1: 35,603 shares; 2025Q2: 35,146 shares; 2025Q3: not loaded; 2025Q4: 28,739 shares 28,739 $2.74M 0.01% Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 3,317 shares; 2025Q1: 3,158 shares; 2025Q2: 3,676 shares; 2025Q3: not loaded; 2025Q4: 5,299 shares 5,299 $2.7M 0.01% Timeline PDP 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,121 shares; 2024Q4: 37,078 shares; 2025Q1: 36,829 shares; 2025Q2: 23,361 shares; 2025Q3: not loaded; 2025Q4: 23,190 shares 23,190 $2.7M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,152 shares; 2024Q4: 36,538 shares; 2025Q1: 36,924 shares; 2025Q2: 92,257 shares; 2025Q3: not loaded; 2025Q4: 89,597 shares 89,597 $2.69M 0.01% Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,211 shares; 2024Q4: 39,759 shares; 2025Q1: 37,891 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 43,848 shares 43,848 $2.69M 0.01% Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,436 shares; 2024Q4: 28,238 shares; 2025Q1: 31,043 shares; 2025Q2: 30,876 shares; 2025Q3: not loaded; 2025Q4: 29,217 shares 29,217 $2.69M 0.01% Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,836 shares; 2024Q4: 60,859 shares; 2025Q1: 57,295 shares; 2025Q2: 35,020 shares; 2025Q3: not loaded; 2025Q4: 26,850 shares 26,850 $2.66M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,387 shares; 2024Q4: 63,977 shares; 2025Q1: 50,610 shares; 2025Q2: 49,508 shares; 2025Q3: not loaded; 2025Q4: 52,490 shares 52,490 $2.66M 0.01% Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,866 shares; 2024Q4: 76,155 shares; 2025Q1: 68,253 shares; 2025Q2: 57,582 shares; 2025Q3: not loaded; 2025Q4: 61,196 shares 61,196 $2.65M 0.01% Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,300 shares; 2024Q4: 62,300 shares; 2025Q1: 62,591 shares; 2025Q2: 63,579 shares; 2025Q3: not loaded; 2025Q4: 63,584 shares 63,584 $2.64M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 3,480 shares; 2025Q1: 2,991 shares; 2025Q2: 12,072 shares; 2025Q3: not loaded; 2025Q4: 10,863 shares 10,863 $2.63M 0.01% Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 58,340 shares 58,340 $2.63M 0.01% Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,737 shares; 2024Q4: 16,871 shares; 2025Q1: 33,715 shares; 2025Q2: 34,511 shares; 2025Q3: not loaded; 2025Q4: 25,006 shares 25,006 $2.63M 0.01% Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,880 shares; 2024Q4: 17,289 shares; 2025Q1: 17,283 shares; 2025Q2: 25,421 shares; 2025Q3: not loaded; 2025Q4: 111,526 shares 111,526 $2.61M 0.01% Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,213 shares; 2025Q1: 1,240 shares; 2025Q2: 1,274 shares; 2025Q3: not loaded; 2025Q4: 1,211 shares 1,211 $2.6M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,549 shares; 2024Q4: 12,041 shares; 2025Q1: 11,463 shares; 2025Q2: 12,027 shares; 2025Q3: not loaded; 2025Q4: 12,801 shares 12,801 $2.6M 0.01% Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 2,522 shares; 2025Q1: 2,657 shares; 2025Q2: 4,279 shares; 2025Q3: not loaded; 2025Q4: 4,269 shares 4,269 $2.58M 0.01% Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,285 shares; 2024Q4: 52,507 shares; 2025Q1: 47,869 shares; 2025Q2: 40,206 shares; 2025Q3: not loaded; 2025Q4: 36,117 shares 36,117 $2.58M 0.01% Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,524 shares; 2025Q3: not loaded; 2025Q4: 38,683 shares 38,683 $2.57M 0.01% Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 4,129 shares; 2025Q1: 2,787 shares; 2025Q2: 6,602 shares; 2025Q3: not loaded; 2025Q4: 6,430 shares 6,430 $2.53M 0.01% Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,589 shares; 2024Q4: 153,543 shares; 2025Q1: 166,100 shares; 2025Q2: 167,411 shares; 2025Q3: not loaded; 2025Q4: 18,448 shares 18,448 $2.51M 0.01% Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,598 shares; 2024Q4: 11,008 shares; 2025Q1: 10,999 shares; 2025Q2: 11,425 shares; 2025Q3: not loaded; 2025Q4: 10,967 shares 10,967 $2.5M 0.01% Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,608 shares; 2024Q4: 25,608 shares; 2025Q1: 25,608 shares; 2025Q2: 25,608 shares; 2025Q3: not loaded; 2025Q4: 25,311 shares 25,311 $2.47M 0.01% Timeline JVAL 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,958 shares; 2024Q4: 52,308 shares; 2025Q1: 52,332 shares; 2025Q2: 51,872 shares; 2025Q3: not loaded; 2025Q4: 50,225 shares 50,225 $2.47M 0.01% Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,105 shares; 2024Q4: 25,789 shares; 2025Q1: 25,398 shares; 2025Q2: 25,258 shares; 2025Q3: not loaded; 2025Q4: 26,134 shares 26,134 $2.46M 0.01% Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 18,741 shares; 2025Q1: 10,440 shares; 2025Q2: 29,980 shares; 2025Q3: not loaded; 2025Q4: 25,307 shares 25,307 $2.41M 0.01% Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,977 shares; 2024Q4: 65,339 shares; 2025Q1: 58,429 shares; 2025Q2: 33,442 shares; 2025Q3: not loaded; 2025Q4: 32,096 shares 32,096 $2.38M 0.01% Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,727 shares; 2024Q4: 14,157 shares; 2025Q1: 14,124 shares; 2025Q2: 15,792 shares; 2025Q3: not loaded; 2025Q4: 15,710 shares 15,710 $2.38M 0.01% Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,445 shares; 2024Q4: 9,701 shares; 2025Q1: 10,372 shares; 2025Q2: 11,721 shares; 2025Q3: not loaded; 2025Q4: 18,392 shares 18,392 $2.37M 0.01% Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 5,718 shares; 2025Q1: 6,898 shares; 2025Q2: 7,249 shares; 2025Q3: not loaded; 2025Q4: 9,622 shares 9,622 $2.37M 0.01% Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,805 shares; 2024Q4: 76,511 shares; 2025Q1: 64,335 shares; 2025Q2: 111,809 shares; 2025Q3: not loaded; 2025Q4: 58,264 shares 58,264 $2.35M 0.01% Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,630 shares; 2024Q4: 12,000 shares; 2025Q1: 11,359 shares; 2025Q2: 12,550 shares; 2025Q3: not loaded; 2025Q4: 16,977 shares 16,977 $2.34M 0.01% Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,344 shares; 2024Q4: 16,855 shares; 2025Q1: 16,611 shares; 2025Q2: 17,028 shares; 2025Q3: not loaded; 2025Q4: 16,983 shares 16,983 $2.34M 0.01% Timeline FLSW FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,205 shares; 2024Q4: 63,805 shares; 2025Q1: 59,080 shares; 2025Q2: 58,282 shares; 2025Q3: not loaded; 2025Q4: 56,057 shares 56,057 $2.33M 0.01% Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,493 shares; 2024Q4: 53,326 shares; 2025Q1: 52,285 shares; 2025Q2: 59,537 shares; 2025Q3: not loaded; 2025Q4: 139,885 shares 139,885 $2.31M 0.01% Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,092 shares; 2024Q4: 14,913 shares; 2025Q1: 15,084 shares; 2025Q2: 18,871 shares; 2025Q3: not loaded; 2025Q4: 17,898 shares 17,898 $2.31M 0.01% Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,477 shares; 2024Q4: 38,395 shares; 2025Q1: 35,204 shares; 2025Q2: 33,839 shares; 2025Q3: not loaded; 2025Q4: 33,628 shares 33,628 $2.3M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,316 shares; 2024Q4: 6,493 shares; 2025Q1: 7,349 shares; 2025Q2: 6,868 shares; 2025Q3: not loaded; 2025Q4: 6,503 shares 6,503 $2.3M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,848 shares; 2024Q4: 7,704 shares; 2025Q1: 7,541 shares; 2025Q2: 7,690 shares; 2025Q3: not loaded; 2025Q4: 7,026 shares 7,026 $2.28M 0.01% Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,713 shares; 2024Q4: 13,956 shares; 2025Q1: 21,673 shares; 2025Q2: 24,425 shares; 2025Q3: not loaded; 2025Q4: 30,956 shares 30,956 $2.27M 0.01% Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,413 shares; 2024Q4: 9,545 shares; 2025Q1: 8,441 shares; 2025Q2: 5,053 shares; 2025Q3: not loaded; 2025Q4: 3,365 shares 3,365 $2.27M 0.01% Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 4,679 shares; 2025Q1: 4,652 shares; 2025Q2: 5,617 shares; 2025Q3: not loaded; 2025Q4: 15,457 shares 15,457 $2.27M 0.01% Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: 2,275 shares; 2025Q1: 4,096 shares; 2025Q2: 12,068 shares; 2025Q3: not loaded; 2025Q4: 9,909 shares 9,909 $2.26M 0.01% Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,859 shares; 2025Q3: not loaded; 2025Q4: 17,809 shares 17,809 $2.25M 0.01% Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,859 shares; 2024Q4: 15,116 shares; 2025Q1: 18,982 shares; 2025Q2: 26,809 shares; 2025Q3: not loaded; 2025Q4: 30,644 shares 30,644 $2.25M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 4,621 shares; 2025Q1: 4,755 shares; 2025Q2: 8,594 shares; 2025Q3: not loaded; 2025Q4: 10,701 shares 10,701 $2.23M 0.01% Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,073 shares; 2024Q4: 112,840 shares; 2025Q1: 122,072 shares; 2025Q2: 129,809 shares; 2025Q3: not loaded; 2025Q4: 121,352 shares 121,352 $2.23M 0.01% Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,853 shares; 2024Q4: 13,383 shares; 2025Q1: 13,270 shares; 2025Q2: 13,094 shares; 2025Q3: not loaded; 2025Q4: 18,195 shares 18,195 $2.21M 0.01% Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,187 shares; 2024Q4: 29,163 shares; 2025Q1: 25,838 shares; 2025Q2: 26,799 shares; 2025Q3: not loaded; 2025Q4: 24,926 shares 24,926 $2.21M 0.01% Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,975 shares; 2024Q4: 116,879 shares; 2025Q1: 93,586 shares; 2025Q2: 93,164 shares; 2025Q3: not loaded; 2025Q4: 72,737 shares 72,737 $2.2M 0.01% Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,210 shares; 2024Q4: 11,065 shares; 2025Q1: 9,961 shares; 2025Q2: 7,756 shares; 2025Q3: not loaded; 2025Q4: 33,120 shares 33,120 $2.16M 0.01% Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,238 shares; 2024Q4: 13,503 shares; 2025Q1: 12,691 shares; 2025Q2: 35,529 shares; 2025Q3: not loaded; 2025Q4: 34,294 shares 34,294 $2.14M 0.01% Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,603 shares; 2024Q4: 33,597 shares; 2025Q1: 33,326 shares; 2025Q2: 32,802 shares; 2025Q3: not loaded; 2025Q4: 27,550 shares 27,550 $2.14M 0.01% Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,857 shares; 2024Q4: 32,042 shares; 2025Q1: 30,507 shares; 2025Q2: 20,877 shares; 2025Q3: not loaded; 2025Q4: 22,864 shares 22,864 $2.13M 0.01% Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 4,025 shares; 2025Q1: 6,460 shares; 2025Q2: 6,774 shares; 2025Q3: not loaded; 2025Q4: 6,014 shares 6,014 $2.12M 0.01% Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,589 shares; 2024Q4: 39,766 shares; 2025Q1: 38,645 shares; 2025Q2: 46,561 shares; 2025Q3: not loaded; 2025Q4: 37,186 shares 37,186 $2.11M 0.01% Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,523 shares; 2024Q4: 4,326 shares; 2025Q1: 4,761 shares; 2025Q2: 4,892 shares; 2025Q3: not loaded; 2025Q4: 12,903 shares 12,903 $2.1M 0.01% Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,127 shares; 2024Q4: 5,127 shares; 2025Q1: 4,819 shares; 2025Q2: 4,805 shares; 2025Q3: not loaded; 2025Q4: 7,389 shares 7,389 $2.09M 0.01% Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,904 shares; 2024Q4: 336,389 shares; 2025Q1: 263,765 shares; 2025Q2: 32,925 shares; 2025Q3: not loaded; 2025Q4: 20,081 shares 20,081 $2.08M 0.01% Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,518 shares; 2025Q2: 71,307 shares; 2025Q3: not loaded; 2025Q4: 41,577 shares 41,577 $2.08M 0.01% Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,038 shares; 2024Q4: 35,990 shares; 2025Q1: 37,288 shares; 2025Q2: 36,124 shares; 2025Q3: not loaded; 2025Q4: 37,719 shares 37,719 $2.06M 0.01% Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,496 shares; 2024Q4: 11,029 shares; 2025Q1: 10,577 shares; 2025Q2: 17,173 shares; 2025Q3: not loaded; 2025Q4: 12,716 shares 12,716 $2.05M 0.01% Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 44,236 shares 44,236 $2.04M 0.01% Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,578 shares; 2024Q4: 8,689 shares; 2025Q1: 8,578 shares; 2025Q2: 8,632 shares; 2025Q3: not loaded; 2025Q4: 9,986 shares 9,986 $2.04M 0.01% Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 11,843 shares 11,843 $2.04M 0.01% Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,204 shares; 2024Q4: 9,783 shares; 2025Q1: 6,871 shares; 2025Q2: 7,068 shares; 2025Q3: not loaded; 2025Q4: 6,731 shares 6,731 $2.03M 0.01% Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,456 shares; 2025Q1: 4,229 shares; 2025Q2: 4,256 shares; 2025Q3: not loaded; 2025Q4: 6,166 shares 6,166 $2.03M 0.01% Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,244 shares; 2024Q4: 16,677 shares; 2025Q1: 16,965 shares; 2025Q2: 18,103 shares; 2025Q3: not loaded; 2025Q4: 18,371 shares 18,371 $2.03M 0.01% Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,682 shares; 2025Q1: 16,463 shares; 2025Q2: 15,051 shares; 2025Q3: not loaded; 2025Q4: 37,353 shares 37,353 $2.01M 0.01% Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,074 shares; 2024Q4: 57,622 shares; 2025Q1: 54,910 shares; 2025Q2: 54,120 shares; 2025Q3: not loaded; 2025Q4: 50,637 shares 50,637 $2M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,388 shares; 2024Q4: 26,761 shares; 2025Q1: 34,172 shares; 2025Q2: 35,665 shares; 2025Q3: not loaded; 2025Q4: 34,460 shares 34,460 $2M 0.01% Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 46,389 shares 46,389 $1.99M 0.01% Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,797 shares; 2024Q4: 11,481 shares; 2025Q1: 11,095 shares; 2025Q2: 11,394 shares; 2025Q3: not loaded; 2025Q4: 14,579 shares 14,579 $1.99M 0.01% Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,708 shares; 2024Q4: 17,221 shares; 2025Q1: 17,803 shares; 2025Q2: 42,318 shares; 2025Q3: not loaded; 2025Q4: 37,515 shares 37,515 $1.98M 0.01% Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,828 shares; 2024Q4: 12,312 shares; 2025Q1: 12,211 shares; 2025Q2: 12,158 shares; 2025Q3: not loaded; 2025Q4: 12,182 shares 12,182 $1.97M 0.01% Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,525 shares; 2024Q4: 18,157 shares; 2025Q1: 17,802 shares; 2025Q2: 18,617 shares; 2025Q3: not loaded; 2025Q4: 17,788 shares 17,788 $1.95M 0.01% Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,166 shares; 2024Q4: 33,019 shares; 2025Q1: 33,151 shares; 2025Q2: 23,844 shares; 2025Q3: not loaded; 2025Q4: 27,204 shares 27,204 $1.94M 0.01% Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,507 shares; 2024Q4: 12,181 shares; 2025Q1: 12,315 shares; 2025Q2: 11,828 shares; 2025Q3: not loaded; 2025Q4: 13,725 shares 13,725 $1.94M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,057 shares; 2024Q4: 10,353 shares; 2025Q1: 11,830 shares; 2025Q2: 13,108 shares; 2025Q3: not loaded; 2025Q4: 16,739 shares 16,739 $1.93M 0.01% Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,113 shares; 2024Q4: 5,338 shares; 2025Q1: 4,963 shares; 2025Q2: 5,185 shares; 2025Q3: not loaded; 2025Q4: 9,379 shares 9,379 $1.93M 0.01% Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,736 shares; 2024Q4: 51,558 shares; 2025Q1: 33,231 shares; 2025Q2: 28,100 shares; 2025Q3: not loaded; 2025Q4: 27,411 shares 27,411 $1.92M 0.01% Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,096 shares; 2024Q4: 6,165 shares; 2025Q1: 6,311 shares; 2025Q2: 6,291 shares; 2025Q3: not loaded; 2025Q4: 6,147 shares 6,147 $1.91M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,566 shares; 2024Q4: 58,105 shares; 2025Q1: 46,897 shares; 2025Q2: 47,637 shares; 2025Q3: not loaded; 2025Q4: 37,248 shares 37,248 $1.9M 0.01% Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,201 shares; 2025Q1: 3,508 shares; 2025Q2: 4,667 shares; 2025Q3: not loaded; 2025Q4: 5,335 shares 5,335 $1.87M 0.01% Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,947 shares; 2024Q4: 11,894 shares; 2025Q1: 17,302 shares; 2025Q2: 29,791 shares; 2025Q3: not loaded; 2025Q4: 66,680 shares 66,680 $1.86M 0.01% Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,812 shares; 2024Q4: 20,496 shares; 2025Q1: 20,692 shares; 2025Q2: 20,679 shares; 2025Q3: not loaded; 2025Q4: 18,384 shares 18,384 $1.85M 0.01% Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,393 shares; 2025Q2: 36,198 shares; 2025Q3: not loaded; 2025Q4: 24,600 shares 24,600 $1.85M 0.01% Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,942 shares; 2024Q4: 22,559 shares; 2025Q1: 20,493 shares; 2025Q2: 22,887 shares; 2025Q3: not loaded; 2025Q4: 25,151 shares 25,151 $1.85M 0.01% Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,695 shares; 2024Q4: 30,970 shares; 2025Q1: 31,841 shares; 2025Q2: 39,404 shares; 2025Q3: not loaded; 2025Q4: 38,930 shares 38,930 $1.83M 0.01% Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,114 shares; 2024Q4: 12,598 shares; 2025Q1: 15,039 shares; 2025Q2: 17,185 shares; 2025Q3: not loaded; 2025Q4: 17,031 shares 17,031 $1.82M 0.01% Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,370 shares; 2025Q2: 47,471 shares; 2025Q3: not loaded; 2025Q4: 52,453 shares 52,453 $1.82M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,599 shares; 2025Q1: 2,751 shares; 2025Q2: 3,380 shares; 2025Q3: not loaded; 2025Q4: 3,701 shares 3,701 $1.81M 0.01% Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,826 shares; 2024Q4: 23,442 shares; 2025Q1: 17,924 shares; 2025Q2: 14,405 shares; 2025Q3: not loaded; 2025Q4: 29,836 shares 29,836 $1.79M 0.01% Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,365 shares; 2024Q4: 11,293 shares; 2025Q1: 11,020 shares; 2025Q2: 11,401 shares; 2025Q3: not loaded; 2025Q4: 22,506 shares 22,506 $1.76M 0.01% Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,405 shares; 2025Q1: 2,030 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 35,235 shares 35,235 $1.76M 0.01% Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,266 shares; 2024Q4: 38,851 shares; 2025Q1: 38,890 shares; 2025Q2: 36,772 shares; 2025Q3: not loaded; 2025Q4: 55,665 shares 55,665 $1.75M 0.01% Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,698 shares; 2024Q4: 13,732 shares; 2025Q1: 13,444 shares; 2025Q2: 13,761 shares; 2025Q3: not loaded; 2025Q4: 20,087 shares 20,087 $1.75M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,589 shares; 2024Q4: 19,623 shares; 2025Q1: 19,624 shares; 2025Q2: 19,596 shares; 2025Q3: not loaded; 2025Q4: 19,600 shares 19,600 $1.75M 0.01% Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,686 shares; 2024Q4: 40,993 shares; 2025Q1: 37,346 shares; 2025Q2: 38,962 shares; 2025Q3: not loaded; 2025Q4: 38,776 shares 38,776 $1.73M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 3,581 shares; 2025Q1: 8,268 shares; 2025Q2: 8,337 shares; 2025Q3: not loaded; 2025Q4: 9,338 shares 9,338 $1.73M 0.01% Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,922 shares; 2024Q4: 6,777 shares; 2025Q1: 7,090 shares; 2025Q2: 16,225 shares; 2025Q3: not loaded; 2025Q4: 10,599 shares 10,599 $1.72M 0.01% Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 12,539 shares; 2025Q1: 12,473 shares; 2025Q2: 12,779 shares; 2025Q3: not loaded; 2025Q4: 12,866 shares 12,866 $1.69M 0.01% Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 2,111 shares; 2025Q1: 2,911 shares; 2025Q2: 2,992 shares; 2025Q3: not loaded; 2025Q4: 3,598 shares 3,598 $1.69M 0.01% Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,236 shares; 2024Q4: 29,270 shares; 2025Q1: 29,517 shares; 2025Q2: 34,695 shares; 2025Q3: not loaded; 2025Q4: 43,973 shares 43,973 $1.69M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,443 shares; 2024Q4: 9,747 shares; 2025Q1: 9,756 shares; 2025Q2: 46,101 shares; 2025Q3: not loaded; 2025Q4: 44,280 shares 44,280 $1.68M 0.01% Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,149 shares; 2024Q4: 29,577 shares; 2025Q1: 23,136 shares; 2025Q2: 20,221 shares; 2025Q3: not loaded; 2025Q4: 18,457 shares 18,457 $1.68M 0.01% Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,397 shares; 2024Q4: 18,892 shares; 2025Q1: 17,802 shares; 2025Q2: 17,149 shares; 2025Q3: not loaded; 2025Q4: 15,191 shares 15,191 $1.67M 0.01% Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,609 shares; 2024Q4: 22,056 shares; 2025Q1: 21,347 shares; 2025Q2: 20,229 shares; 2025Q3: not loaded; 2025Q4: 16,318 shares 16,318 $1.67M 0.01% Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,690 shares; 2024Q4: 27,399 shares; 2025Q1: 24,669 shares; 2025Q2: 24,205 shares; 2025Q3: not loaded; 2025Q4: 34,809 shares 34,809 $1.66M 0.01% Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,618 shares; 2024Q4: 18,095 shares; 2025Q1: 16,833 shares; 2025Q2: 17,365 shares; 2025Q3: not loaded; 2025Q4: 15,924 shares 15,924 $1.66M 0.01% Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,502 shares; 2024Q4: 160,718 shares; 2025Q1: 158,266 shares; 2025Q2: 148,412 shares; 2025Q3: not loaded; 2025Q4: 132,388 shares 132,388 $1.65M 0.01% Timeline AIRR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,130 shares; 2025Q3: not loaded; 2025Q4: 16,745 shares 16,745 $1.65M 0.01% Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 6,444 shares; 2025Q1: 20,905 shares; 2025Q2: 27,167 shares; 2025Q3: not loaded; 2025Q4: 32,339 shares 32,339 $1.63M 0.01% Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,074 shares; 2024Q4: 77,943 shares; 2025Q1: 37,163 shares; 2025Q2: 20,305 shares; 2025Q3: not loaded; 2025Q4: 19,153 shares 19,153 $1.62M 0.01% Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 4,614 shares; 2025Q1: 5,766 shares; 2025Q2: 4,245 shares; 2025Q3: not loaded; 2025Q4: 18,979 shares 18,979 $1.62M 0.01% Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 5,004 shares; 2025Q1: 3,304 shares; 2025Q2: 1,922 shares; 2025Q3: not loaded; 2025Q4: 20,047 shares 20,047 $1.62M 0.01% Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,421 shares; 2024Q4: 4,324 shares; 2025Q1: 4,280 shares; 2025Q2: 4,351 shares; 2025Q3: not loaded; 2025Q4: 28,309 shares 28,309 $1.61M 0.01% Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,114 shares; 2024Q4: 47,779 shares; 2025Q1: 28,052 shares; 2025Q2: 12,501 shares; 2025Q3: not loaded; 2025Q4: 16,675 shares 16,675 $1.61M 0.01% Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,228 shares; 2024Q4: 9,868 shares; 2025Q1: 9,877 shares; 2025Q2: 19,274 shares; 2025Q3: not loaded; 2025Q4: 16,804 shares 16,804 $1.58M 0.01% Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,545 shares; 2024Q4: 11,907 shares; 2025Q1: 12,194 shares; 2025Q2: 13,382 shares; 2025Q3: not loaded; 2025Q4: 13,144 shares 13,144 $1.57M 0.01% Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 64,514 shares 64,514 $1.57M 0.01% Timeline IEUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,845 shares; 2024Q4: 22,845 shares; 2025Q1: 22,845 shares; 2025Q2: 22,845 shares; 2025Q3: not loaded; 2025Q4: 22,845 shares 22,845 $1.57M 0.01% Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,796 shares; 2024Q4: 21,632 shares; 2025Q1: 20,671 shares; 2025Q2: 17,191 shares; 2025Q3: not loaded; 2025Q4: 17,969 shares 17,969 $1.57M 0.01% Timeline