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; 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; 2026Q1: 8,418,734 shares 8,418,734 $1.65B 8.12% +502,824 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,651,263 shares 3,651,263 $1.59B 7.84% +187,033 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; 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; 2026Q1: 10,240,765 shares 10,240,765 $790M 3.89% +1,604,973 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; 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; 2026Q1: 4,140,038 shares 4,140,038 $763M 3.75% +233,942 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; 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; 2026Q1: 7,239,592 shares 7,239,592 $640M 3.15% +706,440 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,720,729 shares 11,720,729 $616M 3.03% +1,203,630 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,296,297 shares 2,296,297 $583M 2.87% +4,993 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,627,656 shares 2,627,656 $458M 2.25% +221,990 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; 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; 2026Q1: 7,672,486 shares 7,672,486 $415M 2.04% +486,318 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; 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; 2026Q1: 1,551,126 shares 1,551,126 $399M 1.96% +145,782 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; 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; 2026Q1: 7,226,755 shares 7,226,755 $381M 1.88% +1,127,902 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,190,653 shares 3,190,653 $317M 1.56% +410,160 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 831,319 shares 831,319 $308M 1.51% +15,097 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,046,211 shares 1,046,211 $301M 1.48% -10,704 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; 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; 2026Q1: 485,913 shares 485,913 $290M 1.43% +132,189 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; 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; 2026Q1: 445,988 shares 445,988 $290M 1.43% -20,918 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; 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; 2026Q1: 1,326,047 shares 1,326,047 $276M 1.36% +109,040 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; 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; 2026Q1: 4,301,015 shares 4,301,015 $269M 1.32% +117,544 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 811,673 shares 811,673 $251M 1.24% -44,730 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 382,980 shares 382,980 $250M 1.23% +184,359 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; 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; 2026Q1: 807,814 shares 807,814 $244M 1.2% +31,485 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; 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; 2026Q1: 1,714,371 shares 1,714,371 $228M 1.12% +87,319 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; 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; 2026Q1: 657,750 shares 657,750 $193M 0.95% +11,160 Timeline BLCV BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 5,174,560 shares 5,174,560 $187M 0.92% new 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; 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; 2026Q1: 976,115 shares 976,115 $166M 0.81% -29,159 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,993,963 shares 6,993,963 $160M 0.79% +423,440 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 611,615 shares 611,615 $150M 0.73% -15,817 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; 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; 2026Q1: 148,308 shares 148,308 $148M 0.73% -1,476 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; 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; 2026Q1: 225,005 shares 225,005 $129M 0.63% +17,708 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 204,449 shares; 2025Q2: 228,074 shares; 2025Q3: not loaded; 2025Q4: 237,648 shares; 2026Q1: 227,644 shares 227,644 $109M 0.54% -10,004 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; 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; 2026Q1: 2,219,401 shares 2,219,401 $105M 0.52% +81,241 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; 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; 2026Q1: 2,793,707 shares 2,793,707 $99.8M 0.49% -333,165 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 343,987 shares 343,987 $98.7M 0.49% -11,124 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 321,164 shares 321,164 $97.1M 0.48% +35,029 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 847,619 shares 847,619 $90M 0.44% +62,666 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; 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; 2026Q1: 265,766 shares 265,766 $85.3M 0.42% +7,194 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; 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; 2026Q1: 3,184,837 shares 3,184,837 $81.7M 0.4% -31,889 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; 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; 2026Q1: 140,627 shares 140,627 $81.2M 0.4% +10,843 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; 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; 2026Q1: 1,041,483 shares 1,041,483 $80.8M 0.4% -12,286 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; 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; 2026Q1: 1,271,555 shares 1,271,555 $77.9M 0.38% +113,609 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; 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; 2026Q1: 1,530,325 shares 1,530,325 $77.4M 0.38% +174,615 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 241,857 shares 241,857 $75.2M 0.37% +3,025 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; 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; 2026Q1: 80,730 shares 80,730 $74.3M 0.37% +5,452 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 173,688 shares 173,688 $74.1M 0.36% -2,332 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; 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; 2026Q1: 1,004,275 shares 1,004,275 $74M 0.36% +246,082 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; 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; 2026Q1: 323,794 shares 323,794 $73.2M 0.36% +17,152 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; 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; 2026Q1: 1,832,034 shares 1,832,034 $71.4M 0.35% -73,313 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 216,387 shares 216,387 $71.1M 0.35% +10,433 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; 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; 2026Q1: 111,747 shares 111,747 $68.9M 0.34% +78,341 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 438,065 shares 438,065 $68M 0.33% +1,595 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,180,899 shares 1,180,899 $67.1M 0.33% +9,918 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; 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; 2026Q1: 1,299,844 shares 1,299,844 $64.8M 0.32% +399,838 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 303,087 shares 303,087 $64.8M 0.32% -5,265 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; 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; 2026Q1: 264,316 shares 264,316 $64.1M 0.32% +4,216 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,780 shares; 2025Q1: 61,079 shares; 2025Q2: 62,463 shares; 2025Q3: not loaded; 2025Q4: 64,217 shares; 2026Q1: 64,906 shares 64,906 $62.4M 0.31% +689 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; 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; 2026Q1: 644,609 shares 644,609 $59.9M 0.29% -156,355 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 619,047 shares 619,047 $59.2M 0.29% -1,854 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; 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; 2026Q1: 249,020 shares 249,020 $57.2M 0.28% +3,071 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 261,651 shares 261,651 $56.9M 0.28% +4,917 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; 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; 2026Q1: 132,133 shares 132,133 $56.2M 0.28% +3,182 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; 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; 2026Q1: 868,550 shares 868,550 $55.7M 0.27% -57,147 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; 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; 2026Q1: 224,571 shares 224,571 $55.5M 0.27% -1,642 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; 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; 2026Q1: 1,368,036 shares 1,368,036 $53.2M 0.26% -7,489 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; 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; 2026Q1: 532,125 shares 532,125 $53.1M 0.26% +505,991 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 463,717 shares; 2025Q3: not loaded; 2025Q4: 595,764 shares; 2026Q1: 1,046,748 shares 1,046,748 $52.7M 0.26% +450,984 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; 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; 2026Q1: 325,477 shares 325,477 $52M 0.26% +19,408 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; 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; 2026Q1: 252,335 shares 252,335 $51.3M 0.25% +4,359 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; 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; 2026Q1: 1,420,298 shares 1,420,298 $49.8M 0.24% -117,718 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; 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; 2026Q1: 103,117 shares 103,117 $48.8M 0.24% -1,338 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 245,187 shares 245,187 $48.5M 0.24% +30,573 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; 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; 2026Q1: 677,210 shares 677,210 $48.2M 0.24% +367,895 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 483,588 shares 483,588 $46.5M 0.23% +67,241 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; 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; 2026Q1: 585,773 shares 585,773 $46.4M 0.23% -264,252 Timeline JMBS 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,025,837 shares 1,025,837 $46.3M 0.23% new 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; 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; 2026Q1: 557,389 shares 557,389 $45.7M 0.22% +45,692 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; 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; 2026Q1: 565,921 shares 565,921 $45M 0.22% +16,668 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 120,485 shares 120,485 $44.8M 0.22% +7,034 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; 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; 2026Q1: 876,480 shares 876,480 $43.8M 0.22% -33,686 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; 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; 2026Q1: 153,701 shares 153,701 $43.4M 0.21% -7,287 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; 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; 2026Q1: 396,710 shares 396,710 $43.2M 0.21% +22,212 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 203,744 shares 203,744 $42.2M 0.21% -107,620 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; 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; 2026Q1: 1,807,607 shares 1,807,607 $41.5M 0.2% +205,481 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; 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; 2026Q1: 434,575 shares 434,575 $40.8M 0.2% +128,528 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; 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; 2026Q1: 904,653 shares 904,653 $40.8M 0.2% -29,802 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 323,464 shares 323,464 $40.2M 0.2% -8,600 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 203,673 shares 203,673 $39.3M 0.19% -10,578 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 77,759 shares 77,759 $38.9M 0.19% +13,433 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; 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; 2026Q1: 743,935 shares 743,935 $37.8M 0.19% -4,529 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 314,530 shares 314,530 $37.2M 0.18% +33,456 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 385,144 shares 385,144 $37.2M 0.18% -5,736 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; 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; 2026Q1: 403,001 shares 403,001 $36.9M 0.18% -117,939 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 492,654 shares 492,654 $36.6M 0.18% -19,578 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; 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; 2026Q1: 380,619 shares 380,619 $35.1M 0.17% +16,956 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; 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; 2026Q1: 168,307 shares 168,307 $34.6M 0.17% +118,747 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; 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; 2026Q1: 94,525 shares 94,525 $33.9M 0.17% -1,529 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; 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; 2026Q1: 156,551 shares 156,551 $33.7M 0.17% -5,205 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; 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; 2026Q1: 141,222 shares 141,222 $33.6M 0.16% -1,279 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 161,443 shares 161,443 $33.4M 0.16% -1,266 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; 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; 2026Q1: 46,833 shares 46,833 $32.7M 0.16% +31,985 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; 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; 2026Q1: 199,494 shares 199,494 $32M 0.16% +20,442 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 243,114 shares 243,114 $30.7M 0.15% -1,080 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; 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; 2026Q1: 358,491 shares 358,491 $30.6M 0.15% +47,022 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 243,657 shares 243,657 $30.3M 0.15% +21,424 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; 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; 2026Q1: 80,573 shares 80,573 $29.6M 0.15% +713 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; 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; 2026Q1: 88,427 shares 88,427 $29.1M 0.14% +3,928 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,047 shares; 2025Q2: 4,002 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 704,102 shares 704,102 $28.9M 0.14% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 420,516 shares 420,516 $28.4M 0.14% -63,861 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; 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; 2026Q1: 106,288 shares 106,288 $27.8M 0.14% -9,508 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,145 shares; 2025Q1: 2,145 shares; 2025Q2: 2,145 shares; 2025Q3: not loaded; 2025Q4: 3,217 shares; 2026Q1: 249,495 shares 249,495 $27.7M 0.14% +246,278 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; 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; 2026Q1: 514,685 shares 514,685 $27.1M 0.13% -3,634 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 251,628 shares 251,628 $26.8M 0.13% +6,281 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; 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; 2026Q1: 181,826 shares 181,826 $26.7M 0.13% +71,645 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; 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; 2026Q1: 531,749 shares 531,749 $26.3M 0.13% -2,181 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; 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; 2026Q1: 68,353 shares 68,353 $26.2M 0.13% +39,814 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 266,554 shares 266,554 $25.9M 0.13% -10,403 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 273,506 shares 273,506 $24.8M 0.12% -38,913 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 192,073 shares 192,073 $24.6M 0.12% +2,331 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; 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; 2026Q1: 668,782 shares 668,782 $23.8M 0.12% -4,878 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 364,974 shares 364,974 $23.7M 0.12% new 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; 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; 2026Q1: 54,704 shares 54,704 $23.5M 0.12% +5,740 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; 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; 2026Q1: 194,446 shares 194,446 $23.4M 0.11% -1,288 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; 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; 2026Q1: 641,853 shares 641,853 $23.3M 0.11% -15,232 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; 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; 2026Q1: 114,345 shares 114,345 $23.2M 0.11% +7,478 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 153,974 shares 153,974 $22.7M 0.11% -24,586 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; 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; 2026Q1: 462,260 shares 462,260 $22.5M 0.11% +77,020 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; 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; 2026Q1: 280,609 shares 280,609 $22.3M 0.11% -8,314 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 419,528 shares 419,528 $22.2M 0.11% -111,566 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 165,306 shares 165,306 $21.9M 0.11% +129,620 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 116,293 shares 116,293 $21.7M 0.11% -1,414 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; 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; 2026Q1: 150,191 shares 150,191 $21.7M 0.11% -7,723 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; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: not reported; 2025Q1: 5,912 shares; 2025Q2: 122,187 shares; 2025Q3: not loaded; 2025Q4: 133,455 shares; 2026Q1: 141,666 shares 141,666 $21.2M 0.1% +8,211 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; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 27 shares; 2025Q2: 29 shares; 2025Q3: not loaded; 2025Q4: 30 shares; 2026Q1: 29 shares 29 $20.8M 0.1% -1 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; 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; 2026Q1: 708,222 shares 708,222 $20.6M 0.1% -5,778 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; 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; 2026Q1: 404,315 shares 404,315 $20.1M 0.1% +24,599 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; 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; 2026Q1: 58,736 shares 58,736 $20.1M 0.1% +642 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249,433 shares; 2025Q3: not loaded; 2025Q4: 263,536 shares; 2026Q1: 260,386 shares 260,386 $19.7M 0.1% -3,150 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; 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; 2026Q1: 359,458 shares 359,458 $19.6M 0.1% -2,968 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; 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; 2026Q1: 172,119 shares 172,119 $19.1M 0.09% +15,451 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 168,066 shares 168,066 $19M 0.09% +3,874 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 217,851 shares 217,851 $18.9M 0.09% +185,276 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; 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; 2026Q1: 754,267 shares 754,267 $18.7M 0.09% -17,058 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 167,463 shares 167,463 $18.7M 0.09% -14,449 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 74,601 shares 74,601 $18.5M 0.09% +4,149 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,831 shares; 2024Q4: not reported; 2025Q1: 3,493 shares; 2025Q2: 10,981 shares; 2025Q3: not loaded; 2025Q4: 29,332 shares; 2026Q1: 393,471 shares 393,471 $18.5M 0.09% +364,139 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; 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; 2026Q1: 322,187 shares 322,187 $18.3M 0.09% -782 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; 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; 2026Q1: 111,921 shares 111,921 $18.2M 0.09% +8,090 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; 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; 2026Q1: 365,625 shares 365,625 $18.1M 0.09% -12,789 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; 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; 2026Q1: 751,558 shares 751,558 $17.9M 0.09% +13,992 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; 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; 2026Q1: 301,680 shares 301,680 $17.7M 0.09% -8,897 Timeline PRAY FIS TR More: the full row for FIS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 549,942 shares 549,942 $17.7M 0.09% new Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,764 shares; 2025Q1: 23,698 shares; 2025Q2: 14,177 shares; 2025Q3: not loaded; 2025Q4: 5,576 shares; 2026Q1: 416,169 shares 416,169 $17.6M 0.09% +410,593 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; 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; 2026Q1: 227,924 shares 227,924 $17.6M 0.09% +61,629 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 700,916 shares 700,916 $17.6M 0.09% +32,432 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; 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; 2026Q1: 51,733 shares 51,733 $17.5M 0.09% +11,758 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; 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; 2026Q1: 500,273 shares 500,273 $16.9M 0.08% -6,709 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; 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; 2026Q1: 78,234 shares 78,234 $16.9M 0.08% -565 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 48,008 shares 48,008 $16.9M 0.08% +1,054 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; 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; 2026Q1: 69,807 shares 69,807 $16.5M 0.08% -2,627 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 235,805 shares 235,805 $16.4M 0.08% +10,513 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; 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; 2026Q1: 473,924 shares 473,924 $16.1M 0.08% -1,483 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; 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; 2026Q1: 321,919 shares 321,919 $16.1M 0.08% -200,502 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; 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; 2026Q1: 303,753 shares 303,753 $16M 0.08% -1,674 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; 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; 2026Q1: 108,296 shares 108,296 $16M 0.08% -9,275 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,409 shares 22,409 $15.9M 0.08% +152 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 74,806 shares 74,806 $15.8M 0.08% +3,944 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; 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; 2026Q1: 79,265 shares 79,265 $15.7M 0.08% +3,158 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 653,952 shares; 2025Q3: not loaded; 2025Q4: 722,666 shares; 2026Q1: 713,760 shares 713,760 $15.6M 0.08% -8,906 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 35,794 shares 35,794 $15.5M 0.08% +6,825 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 63,094 shares 63,094 $15.3M 0.08% +4,680 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 688,345 shares; 2025Q3: not loaded; 2025Q4: 746,146 shares; 2026Q1: 731,129 shares 731,129 $15.3M 0.08% -15,017 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; 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; 2026Q1: 22,406 shares 22,406 $15.3M 0.08% +267 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,630 shares 17,630 $15.3M 0.08% -8,013 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; 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; 2026Q1: 490,109 shares 490,109 $15M 0.07% +57,014 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; 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; 2026Q1: 538,839 shares 538,839 $15M 0.07% -45,179 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,596 shares; 2025Q2: 3,373 shares; 2025Q3: not loaded; 2025Q4: 6,058 shares; 2026Q1: 340,108 shares 340,108 $14.4M 0.07% +334,050 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; 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; 2026Q1: 80,953 shares 80,953 $14M 0.07% -205,158 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; 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; 2026Q1: 76,671 shares 76,671 $13.9M 0.07% -2,522 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; 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; 2026Q1: 223,725 shares 223,725 $13.7M 0.07% +81,498 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 132,784 shares 132,784 $13.6M 0.07% -1,143 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; 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; 2026Q1: 162,580 shares 162,580 $13.5M 0.07% +109,370 Timeline CGMU 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 494,950 shares 494,950 $13.4M 0.07% new 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; 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; 2026Q1: 18,230 shares 18,230 $13.3M 0.07% -114 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 61,290 shares 61,290 $13.1M 0.06% -3,536 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 600,336 shares; 2026Q1: 587,687 shares 587,687 $13.1M 0.06% -12,649 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,399 shares; 2025Q1: 21,139 shares; 2025Q2: 16,707 shares; 2025Q3: not loaded; 2025Q4: 10,856 shares; 2026Q1: 307,238 shares 307,238 $13M 0.06% +296,382 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; 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; 2026Q1: 45,211 shares 45,211 $13M 0.06% +7,048 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; 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; 2026Q1: 80,067 shares 80,067 $12.9M 0.06% +532 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 266,481 shares 266,481 $12.9M 0.06% new 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; 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; 2026Q1: 36,022 shares 36,022 $12.9M 0.06% -1,410 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; 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; 2026Q1: 58,711 shares 58,711 $12.9M 0.06% +17,948 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 137,530 shares 137,530 $12.6M 0.06% -151 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 47,222 shares 47,222 $12.6M 0.06% -1,290 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; 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; 2026Q1: 51,382 shares 51,382 $12.5M 0.06% -2,368 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; 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; 2026Q1: 171,059 shares 171,059 $12.4M 0.06% +134,942 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; 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; 2026Q1: 25,251 shares 25,251 $12.4M 0.06% -1,069 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 511,346 shares 511,346 $12.4M 0.06% -4,852 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; 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; 2026Q1: 525,934 shares 525,934 $12.2M 0.06% +2,514 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; 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; 2026Q1: 19,966 shares 19,966 $12.1M 0.06% -839 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; 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; 2026Q1: 241,099 shares 241,099 $11.7M 0.06% -18,682 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; 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; 2026Q1: 241,768 shares 241,768 $11.6M 0.06% -116,838 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 395,986 shares 395,986 $11.6M 0.06% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,694 shares; 2025Q1: 42,799 shares; 2025Q2: 46,721 shares; 2025Q3: not loaded; 2025Q4: 46,722 shares; 2026Q1: 53,583 shares 53,583 $11.4M 0.06% +6,861 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 467,626 shares 467,626 $11.3M 0.06% -16,709 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; 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; 2026Q1: 33,242 shares 33,242 $11.2M 0.06% -10,688 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; 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; 2026Q1: 399,623 shares 399,623 $11.1M 0.05% -121,582 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 268,909 shares; 2026Q1: 260,330 shares 260,330 $11.1M 0.05% -8,579 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,798 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 15,249 shares; 2026Q1: 129,799 shares 129,799 $11M 0.05% +114,550 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 30,467 shares 30,467 $10.9M 0.05% -750 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 56,346 shares 56,346 $10.7M 0.05% -1,784 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: not reported; 2025Q1: 12,287 shares; 2025Q2: 13,509 shares; 2025Q3: not loaded; 2025Q4: 7,119 shares; 2026Q1: 213,897 shares 213,897 $10.7M 0.05% +206,778 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,172 shares 7,172 $10.6M 0.05% -179 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; 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; 2026Q1: 22,844 shares 22,844 $10.5M 0.05% +10,063 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 223,883 shares 223,883 $10.5M 0.05% -6,004 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; 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; 2026Q1: 54,238 shares 54,238 $10.4M 0.05% -1,096 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 80,576 shares 80,576 $10.4M 0.05% -17,128 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 237,292 shares 237,292 $10.4M 0.05% -8,592 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 32,601 shares 32,601 $10.4M 0.05% -382 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; 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; 2026Q1: 11,423 shares 11,423 $10.2M 0.05% -1,774 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; 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; 2026Q1: 11,466 shares 11,466 $10M 0.05% +1,937 Timeline CVLC 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 124,951 shares 124,951 $10M 0.05% new 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; 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; 2026Q1: 217,089 shares 217,089 $9.96M 0.05% +107,196 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 79,475 shares 79,475 $9.93M 0.05% +22 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 34,773 shares 34,773 $9.87M 0.05% +1,315 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 96,931 shares 96,931 $9.73M 0.05% new 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; 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; 2026Q1: 87,664 shares 87,664 $9.68M 0.05% -1,720 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; 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; 2026Q1: 43,692 shares 43,692 $9.49M 0.05% -2,363 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; 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; 2026Q1: 122,415 shares 122,415 $9.31M 0.05% +3,856 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; 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; 2026Q1: 6,959 shares 6,959 $9.19M 0.05% -619 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; 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; 2026Q1: 119,178 shares 119,178 $9.12M 0.04% -1,186 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; 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; 2026Q1: 183,474 shares 183,474 $9.08M 0.04% +1,976 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; 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; 2026Q1: 10,710 shares 10,710 $9.06M 0.04% -1,625 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; 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; 2026Q1: 53,139 shares 53,139 $8.79M 0.04% -918 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; 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; 2026Q1: 2,086 shares 2,086 $8.78M 0.04% +614 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; 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; 2026Q1: 24,804 shares 24,804 $8.56M 0.04% +4,909 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; 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; 2026Q1: 28,207 shares 28,207 $8.53M 0.04% -363 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,682 shares; 2025Q1: 16,463 shares; 2025Q2: 15,051 shares; 2025Q3: not loaded; 2025Q4: 37,353 shares; 2026Q1: 157,997 shares 157,997 $8.41M 0.04% +120,644 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 90,604 shares 90,604 $8.4M 0.04% +15,277 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; 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; 2026Q1: 89,792 shares 89,792 $8.31M 0.04% -9,712 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; 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; 2026Q1: 129,107 shares 129,107 $8.3M 0.04% -4,369 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 213,466 shares; 2026Q1: 206,405 shares 206,405 $8.3M 0.04% -7,061 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; 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; 2026Q1: 84,629 shares 84,629 $8.16M 0.04% +94 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 5,003 shares; 2025Q1: 4,727 shares; 2025Q2: 3,509 shares; 2025Q3: not loaded; 2025Q4: 23,137 shares; 2026Q1: 173,175 shares 173,175 $8.09M 0.04% +150,038 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 142,104 shares 142,104 $8.07M 0.04% +3,823 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,349 shares 25,349 $7.95M 0.04% +17 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; 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; 2026Q1: 544,068 shares 544,068 $7.85M 0.04% -20,434 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 750 shares; 2026Q1: 10,650 shares 10,650 $7.75M 0.04% +9,900 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; 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; 2026Q1: 77,269 shares 77,269 $7.74M 0.04% -1,528 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 46,909 shares 46,909 $7.72M 0.04% +2,854 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; 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; 2026Q1: 39,315 shares 39,315 $7.63M 0.04% -11,771 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; 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; 2026Q1: 259,632 shares 259,632 $7.55M 0.04% +46,400 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; 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; 2026Q1: 199,373 shares 199,373 $7.54M 0.04% -24,234 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; 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; 2026Q1: 39,769 shares 39,769 $7.54M 0.04% -4,501 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; 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; 2026Q1: 150,007 shares 150,007 $7.53M 0.04% -3,811 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; 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; 2026Q1: 6,561 shares 6,561 $7.16M 0.04% -133 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 41,831 shares 41,831 $7.08M 0.03% -757 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; 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; 2026Q1: 184,503 shares 184,503 $7.06M 0.03% -29,507 Timeline CVMC 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 109,884 shares 109,884 $7.03M 0.03% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,722 shares; 2025Q3: not loaded; 2025Q4: 45,071 shares; 2026Q1: 46,585 shares 46,585 $7.03M 0.03% +1,514 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; 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; 2026Q1: 25,429 shares 25,429 $6.93M 0.03% -986 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 293,259 shares; 2025Q2: 283,086 shares; 2025Q3: not loaded; 2025Q4: 182,316 shares; 2026Q1: 149,102 shares 149,102 $6.83M 0.03% -33,214 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; 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; 2026Q1: 98,206 shares 98,206 $6.69M 0.03% +4,047 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; 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; 2026Q1: 130,874 shares 130,874 $6.67M 0.03% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 237,118 shares 237,118 $6.66M 0.03% -21,616 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 50,383 shares 50,383 $6.65M 0.03% -5,462 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; 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; 2026Q1: 145,222 shares 145,222 $6.61M 0.03% +51,322 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 93,305 shares 93,305 $6.55M 0.03% -1,817 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; 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; 2026Q1: 16,681 shares 16,681 $6.51M 0.03% +1,438 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 124,033 shares 124,033 $6.45M 0.03% -3,439 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 56,535 shares 56,535 $6.41M 0.03% -6,151 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; 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; 2026Q1: 11,513 shares 11,513 $6.32M 0.03% +2,166 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,626 shares; 2024Q4: 21,561 shares; 2025Q1: 14,367 shares; 2025Q2: 13,968 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 254,447 shares 254,447 $6.31M 0.03% new 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; 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; 2026Q1: 204,566 shares 204,566 $6.24M 0.03% +18,347 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; 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; 2026Q1: 179,375 shares 179,375 $6.24M 0.03% -4,450 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; 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; 2026Q1: 42,295 shares 42,295 $6.19M 0.03% +3,786 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,912,308 shares 1,912,308 $6.16M 0.03% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,659 shares 22,659 $6.13M 0.03% -14,060 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; 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; 2026Q1: 92,651 shares 92,651 $6.11M 0.03% -3,293 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; 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; 2026Q1: 12,982 shares 12,982 $6.01M 0.03% -1,347 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 4,391 shares; 2025Q1: 4,298 shares; 2025Q2: 4,125 shares; 2025Q3: not loaded; 2025Q4: 15,401 shares; 2026Q1: 225,438 shares 225,438 $6M 0.03% +210,037 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 55,183 shares 55,183 $5.97M 0.03% +7,277 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 16,103 shares 16,103 $5.97M 0.03% -1,018 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: not loaded; 2025Q4: 1,273 shares; 2026Q1: 4,323 shares 4,323 $5.96M 0.03% +3,050 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; 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; 2026Q1: 73,734 shares 73,734 $5.94M 0.03% +1,293 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 32,693 shares 32,693 $5.93M 0.03% -1,081 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; 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; 2026Q1: 64,242 shares 64,242 $5.9M 0.03% +1,361 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; 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; 2026Q1: 201,129 shares 201,129 $5.83M 0.03% -11,105 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 30,179 shares 30,179 $5.79M 0.03% +3,478 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; 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; 2026Q1: 36,415 shares 36,415 $5.73M 0.03% +25,816 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 37,111 shares 37,111 $5.67M 0.03% +20,134 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 4,473 shares; 2025Q1: 3,985 shares; 2025Q2: 2,281 shares; 2025Q3: not loaded; 2025Q4: 3,103 shares; 2026Q1: 58,967 shares 58,967 $5.63M 0.03% +55,864 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 38,352 shares 38,352 $5.59M 0.03% -1,659 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 220,316 shares 220,316 $5.58M 0.03% -2,429 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 28,008 shares 28,008 $5.57M 0.03% +1,130 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; 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; 2026Q1: 164,934 shares 164,934 $5.53M 0.03% +1,913 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 54,868 shares 54,868 $5.52M 0.03% -2,320 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; 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; 2026Q1: 112,680 shares 112,680 $5.51M 0.03% +5,267 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 39,633 shares 39,633 $5.48M 0.03% -86 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; 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; 2026Q1: 15,862 shares 15,862 $5.44M 0.03% -524 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; 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; 2026Q1: 18,593 shares 18,593 $5.4M 0.03% -4,405 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 59,547 shares 59,547 $5.33M 0.03% -65 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 16,213 shares 16,213 $5.28M 0.03% -1,198 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,874 shares; 2025Q1: 57,590 shares; 2025Q2: 57,761 shares; 2025Q3: not loaded; 2025Q4: 42,235 shares; 2026Q1: 42,868 shares 42,868 $5.26M 0.03% +633 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; 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; 2026Q1: 128,426 shares 128,426 $5.24M 0.03% +70,162 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 52,979 shares 52,979 $5.15M 0.03% +2,608 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; 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; 2026Q1: 52,415 shares 52,415 $5.13M 0.03% -17,648 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 52,664 shares 52,664 $5.12M 0.03% +1,406 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 123,796 shares 123,796 $5.08M 0.02% -12,958 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; 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; 2026Q1: 70,594 shares 70,594 $5.08M 0.02% +5,801 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; 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; 2026Q1: 34,485 shares 34,485 $5.03M 0.02% +364 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 6,548 shares; 2026Q1: 70,013 shares 70,013 $4.96M 0.02% +63,465 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; 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; 2026Q1: 252,927 shares 252,927 $4.94M 0.02% -7,373 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; 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; 2026Q1: 16,490 shares 16,490 $4.93M 0.02% +519 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; 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; 2026Q1: 105,030 shares 105,030 $4.93M 0.02% -139,984 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; 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; 2026Q1: 68,584 shares 68,584 $4.93M 0.02% -4,951 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 57,989 shares 57,989 $4.9M 0.02% -2,255 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 103,554 shares 103,554 $4.85M 0.02% -925 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 90,906 shares 90,906 $4.85M 0.02% -5,083 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; 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; 2026Q1: 146,338 shares 146,338 $4.82M 0.02% -12,604 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 53,770 shares 53,770 $4.8M 0.02% -406 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,324 shares; 2024Q4: 7,324 shares; 2025Q1: 7,446 shares; 2025Q2: 7,318 shares; 2025Q3: not loaded; 2025Q4: 7,972 shares; 2026Q1: 106,089 shares 106,089 $4.78M 0.02% +98,117 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; 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; 2026Q1: 136,637 shares 136,637 $4.72M 0.02% -3,433 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,185 shares 13,185 $4.7M 0.02% -1,043 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 166,219 shares; 2026Q1: 158,223 shares 158,223 $4.67M 0.02% -7,996 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 97,544 shares; 2026Q1: 128,723 shares 128,723 $4.65M 0.02% +31,179 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,219 shares 8,219 $4.63M 0.02% +83 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; 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; 2026Q1: 35,320 shares 35,320 $4.63M 0.02% -952 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; 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; 2026Q1: 52,404 shares 52,404 $4.62M 0.02% +9,770 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 381,567 shares; 2026Q1: 157,742 shares 157,742 $4.6M 0.02% -223,825 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,012 shares 22,012 $4.59M 0.02% -1,305 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; 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; 2026Q1: 18,662 shares 18,662 $4.56M 0.02% -1,374 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; 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; 2026Q1: 39,817 shares 39,817 $4.55M 0.02% +1,149 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; 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; 2026Q1: 33,561 shares 33,561 $4.52M 0.02% -49 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 207,892 shares; 2026Q1: 169,563 shares 169,563 $4.51M 0.02% -38,329 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; 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; 2026Q1: 15,198 shares 15,198 $4.49M 0.02% +921 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; 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; 2026Q1: 228,215 shares 228,215 $4.48M 0.02% -15,518 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 31,031 shares 31,031 $4.42M 0.02% -4,667 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; 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; 2026Q1: 72,193 shares 72,193 $4.38M 0.02% -1,017 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; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 201,161 shares; 2025Q3: not loaded; 2025Q4: 96,594 shares; 2026Q1: 88,421 shares 88,421 $4.37M 0.02% -8,173 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; 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; 2026Q1: 13,592 shares 13,592 $4.32M 0.02% +582 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,129 shares; 2025Q1: 160,570 shares; 2025Q2: 148,248 shares; 2025Q3: not loaded; 2025Q4: 228,184 shares; 2026Q1: 184,658 shares 184,658 $4.24M 0.02% -43,526 Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: not reported; 2025Q1: 3,446 shares; 2025Q2: 3,812 shares; 2025Q3: not loaded; 2025Q4: 4,446 shares; 2026Q1: 32,524 shares 32,524 $4.2M 0.02% +28,078 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 21,162 shares 21,162 $4.2M 0.02% +11,253 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,832 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 62,216 shares 62,216 $4.17M 0.02% new 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; 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; 2026Q1: 36,082 shares 36,082 $4.14M 0.02% -352 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 103,887 shares 103,887 $4.13M 0.02% new 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; 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; 2026Q1: 44,987 shares 44,987 $4.09M 0.02% +4,621 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,147 shares; 2025Q3: not loaded; 2025Q4: 5,988 shares; 2026Q1: 73,329 shares 73,329 $4.06M 0.02% +67,341 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 93,572 shares 93,572 $3.98M 0.02% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,072 shares 26,072 $3.95M 0.02% +2,161 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 88,839 shares 88,839 $3.92M 0.02% -3,194 Timeline AVSD 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 53,156 shares 53,156 $3.91M 0.02% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 32,649 shares 32,649 $3.87M 0.02% -1,358 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; 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; 2026Q1: 8,637 shares 8,637 $3.86M 0.02% -309 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 37,592 shares 37,592 $3.84M 0.02% -1,534 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; 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; 2026Q1: 28,787 shares 28,787 $3.77M 0.02% -3,582 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 364,658 shares 364,658 $3.77M 0.02% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,882 shares 25,882 $3.76M 0.02% -2,811 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; 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; 2026Q1: 26,970 shares 26,970 $3.76M 0.02% -1,321 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; 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; 2026Q1: 149,600 shares 149,600 $3.75M 0.02% -781 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; 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; 2026Q1: 97,695 shares 97,695 $3.75M 0.02% +2,268 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,004 shares 17,004 $3.72M 0.02% +1,899 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 43,037 shares 43,037 $3.65M 0.02% -129 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; 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; 2026Q1: 42,142 shares 42,142 $3.65M 0.02% +37 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,534 shares 22,534 $3.57M 0.02% -175 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; 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; 2026Q1: 85,640 shares 85,640 $3.55M 0.02% +277 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,124 shares 7,124 $3.53M 0.02% -152 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; 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; 2026Q1: 103,318 shares 103,318 $3.47M 0.02% +2,747 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; 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; 2026Q1: 19,156 shares 19,156 $3.45M 0.02% -1,951 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 71,971 shares 71,971 $3.42M 0.02% -15,972 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; 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; 2026Q1: 36,286 shares 36,286 $3.42M 0.02% -6,102 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; 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; 2026Q1: 34,483 shares 34,483 $3.42M 0.02% -19,493 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; 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; 2026Q1: 23,292 shares 23,292 $3.37M 0.02% -1,714 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 142,259 shares; 2026Q1: 133,365 shares 133,365 $3.33M 0.02% -8,894 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; 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; 2026Q1: 33,100 shares 33,100 $3.29M 0.02% +6,250 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; 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; 2026Q1: 41,809 shares 41,809 $3.28M 0.02% +6,800 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,677 shares; 2024Q4: 8,981 shares; 2025Q1: 8,942 shares; 2025Q2: 6,637 shares; 2025Q3: not loaded; 2025Q4: 6,903 shares; 2026Q1: 19,363 shares 19,363 $3.27M 0.02% +12,460 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; 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; 2026Q1: 38,599 shares 38,599 $3.27M 0.02% -38 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; 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; 2026Q1: 33,074 shares 33,074 $3.25M 0.02% +1,362 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; 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; 2026Q1: 63,745 shares 63,745 $3.23M 0.02% +11,255 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; 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; 2026Q1: 52,729 shares 52,729 $3.23M 0.02% +1,213 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,633 shares 17,633 $3.21M 0.02% -759 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,983 shares 11,983 $3.18M 0.02% +1,016 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; 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; 2026Q1: 28,513 shares 28,513 $3.18M 0.02% -1,879 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,417 shares; 2025Q3: not loaded; 2025Q4: 1,524 shares; 2026Q1: 16,182 shares 16,182 $3.16M 0.02% +14,658 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 27,456 shares 27,456 $3.16M 0.02% +211 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; 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; 2026Q1: 39,238 shares 39,238 $3.14M 0.02% -5,140 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,471 shares; 2024Q4: not reported; 2025Q1: 7,069 shares; 2025Q2: 161,712 shares; 2025Q3: not loaded; 2025Q4: 62,629 shares; 2026Q1: 67,916 shares 67,916 $3.14M 0.02% +5,287 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,062 shares 22,062 $3.14M 0.02% -2,660 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; 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; 2026Q1: 22,588 shares 22,588 $3.12M 0.02% -7,175 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 282,081 shares; 2025Q2: 282,084 shares; 2025Q3: not loaded; 2025Q4: 280,923 shares; 2026Q1: 281,070 shares 281,070 $3.11M 0.02% +147 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; 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; 2026Q1: 13,276 shares 13,276 $3.11M 0.02% +230 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; 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; 2026Q1: 53,976 shares 53,976 $3.05M 0.02% -23,925 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; 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; 2026Q1: 51,408 shares 51,408 $3.03M 0.01% +4,872 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; 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; 2026Q1: 285,249 shares 285,249 $3.03M 0.01% -15,915 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; 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; 2026Q1: 29,635 shares 29,635 $3.02M 0.01% -90 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,475 shares; 2025Q1: 10,492 shares; 2025Q2: 10,661 shares; 2025Q3: not loaded; 2025Q4: 11,035 shares; 2026Q1: 10,869 shares 10,869 $2.98M 0.01% -166 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; 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; 2026Q1: 14,288 shares 14,288 $2.97M 0.01% +3,587 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; 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; 2026Q1: 14,216 shares 14,216 $2.96M 0.01% -182 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; 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; 2026Q1: 10,139 shares 10,139 $2.96M 0.01% -33 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,461 shares 20,461 $2.89M 0.01% +353 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; 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; 2026Q1: 8,842 shares 8,842 $2.89M 0.01% +2,695 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 56,038 shares; 2026Q1: 54,540 shares 54,540 $2.88M 0.01% -1,498 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 14,560 shares 14,560 $2.87M 0.01% new 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; 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; 2026Q1: 63,584 shares 63,584 $2.86M 0.01% 0 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; 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; 2026Q1: 91,643 shares 91,643 $2.84M 0.01% +2,046 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 32,239 shares 32,239 $2.83M 0.01% +513 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; 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; 2026Q1: 58,388 shares 58,388 $2.82M 0.01% +702 Timeline AVSU 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 37,617 shares 37,617 $2.78M 0.01% new 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; 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; 2026Q1: 9,686 shares 9,686 $2.78M 0.01% -446 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; 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; 2026Q1: 10,352 shares 10,352 $2.76M 0.01% -993 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; 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; 2026Q1: 86,270 shares 86,270 $2.73M 0.01% -1,850 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,938 shares; 2024Q4: 2,976 shares; 2025Q1: 2,976 shares; 2025Q2: 3,015 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 30,634 shares 30,634 $2.71M 0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,038 shares 5,038 $2.71M 0.01% -261 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,209 shares; 2025Q2: 18,362 shares; 2025Q3: not loaded; 2025Q4: 48,849 shares; 2026Q1: 46,469 shares 46,469 $2.7M 0.01% -2,380 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 115,860 shares 115,860 $2.69M 0.01% +4,334 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 28,960 shares 28,960 $2.69M 0.01% -1,996 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; 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; 2026Q1: 22,266 shares 22,266 $2.69M 0.01% -924 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449,844 shares; 2024Q4: 442,505 shares; 2025Q1: 429,602 shares; 2025Q2: 393,659 shares; 2025Q3: not loaded; 2025Q4: 9,415 shares; 2026Q1: 41,029 shares 41,029 $2.67M 0.01% +31,614 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,117 shares 17,117 $2.66M 0.01% -1,999 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; 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; 2026Q1: 91,683 shares 91,683 $2.63M 0.01% -174,348 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; 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; 2026Q1: 16,830 shares 16,830 $2.62M 0.01% -1,687 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 2,192 shares; 2025Q1: 8,320 shares; 2025Q2: 8,107 shares; 2025Q3: not loaded; 2025Q4: 10,580 shares; 2026Q1: 23,525 shares 23,525 $2.58M 0.01% +12,945 Timeline AVSE 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,221 shares; 2025Q1: 6,221 shares; 2025Q2: 3,865 shares; 2025Q3: not loaded; 2025Q4: 3,865 shares; 2026Q1: 38,570 shares 38,570 $2.57M 0.01% +34,705 Timeline JMOM 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 37,728 shares 37,728 $2.56M 0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,446 shares; 2024Q4: 16,218 shares; 2025Q1: 15,587 shares; 2025Q2: 17,502 shares; 2025Q3: not loaded; 2025Q4: 17,610 shares; 2026Q1: 18,778 shares 18,778 $2.55M 0.01% +1,168 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; 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; 2026Q1: 25,085 shares 25,085 $2.55M 0.01% -226 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 29,447 shares 29,447 $2.55M 0.01% -4,824 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,757 shares 26,757 $2.54M 0.01% +1,450 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 21,248 shares 21,248 $2.52M 0.01% +8,532 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 27,651 shares 27,651 $2.52M 0.01% new 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; 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; 2026Q1: 35,407 shares 35,407 $2.51M 0.01% +3,311 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,859 shares; 2025Q3: not loaded; 2025Q4: 17,809 shares; 2026Q1: 17,550 shares 17,550 $2.51M 0.01% -259 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; 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; 2026Q1: 28,198 shares 28,198 $2.5M 0.01% +3,272 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,604 shares 7,604 $2.5M 0.01% +873 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; 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; 2026Q1: 22,188 shares 22,188 $2.49M 0.01% -2,551 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; 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; 2026Q1: 50,231 shares 50,231 $2.45M 0.01% +6 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 46,389 shares; 2026Q1: 56,556 shares 56,556 $2.44M 0.01% +10,167 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,340 shares; 2024Q4: 12,725 shares; 2025Q1: 11,896 shares; 2025Q2: 14,364 shares; 2025Q3: not loaded; 2025Q4: 11,899 shares; 2026Q1: 14,057 shares 14,057 $2.43M 0.01% +2,158 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,124 shares 23,124 $2.42M 0.01% -2,673 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,524 shares; 2025Q3: not loaded; 2025Q4: 38,683 shares; 2026Q1: 38,406 shares 38,406 $2.41M 0.01% -277 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; 2024Q2: restricted; 2024Q3: 41,211 shares; 2024Q4: 39,759 shares; 2025Q1: 37,891 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 43,848 shares; 2026Q1: 39,703 shares 39,703 $2.39M 0.01% -4,145 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; 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; 2026Q1: 4,555 shares 4,555 $2.38M 0.01% +286 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 32,843 shares 32,843 $2.38M 0.01% -1,451 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; 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; 2026Q1: 51,415 shares 51,415 $2.35M 0.01% -37,922 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; 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; 2026Q1: 32,030 shares 32,030 $2.34M 0.01% +4,826 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 33,628 shares 33,628 $2.34M 0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 135,491 shares; 2026Q1: 91,171 shares 91,171 $2.34M 0.01% -44,320 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,393 shares; 2025Q2: 36,198 shares; 2025Q3: not loaded; 2025Q4: 24,600 shares; 2026Q1: 25,317 shares 25,317 $2.33M 0.01% +717 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; 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; 2026Q1: 11,034 shares 11,034 $2.32M 0.01% -1,767 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; 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; 2026Q1: 25,485 shares 25,485 $2.3M 0.01% -5,159 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; 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; 2026Q1: 24,890 shares 24,890 $2.3M 0.01% +2,026 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 18,606 shares 18,606 $2.25M 0.01% +708 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; 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; 2026Q1: 12,353 shares 12,353 $2.25M 0.01% +1,490 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,518 shares; 2025Q2: 71,307 shares; 2025Q3: not loaded; 2025Q4: 41,577 shares; 2026Q1: 49,517 shares 49,517 $2.24M 0.01% +7,940 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 3,272 shares; 2025Q1: 3,606 shares; 2025Q2: 3,195 shares; 2025Q3: not loaded; 2025Q4: 6,236 shares; 2026Q1: 8,926 shares 8,926 $2.24M 0.01% +2,690 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; 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; 2026Q1: 14,370 shares 14,370 $2.23M 0.01% -1,340 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; 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; 2026Q1: 8,549 shares 8,549 $2.23M 0.01% -1,073 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; 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; 2026Q1: 1,174 shares 1,174 $2.21M 0.01% -37 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; 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; 2026Q1: 54,503 shares 54,503 $2.21M 0.01% -1,554 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; 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; 2026Q1: 37,056 shares 37,056 $2.21M 0.01% +7,220 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; 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; 2026Q1: 16,750 shares 16,750 $2.2M 0.01% +11 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; 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; 2026Q1: 16,183 shares 16,183 $2.19M 0.01% -800 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 58,340 shares; 2026Q1: 47,644 shares 47,644 $2.18M 0.01% -10,696 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; 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; 2026Q1: 28,732 shares 28,732 $2.16M 0.01% +3,581 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; 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; 2026Q1: 12,305 shares 12,305 $2.13M 0.01% +2,967 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,879 shares 15,879 $2.1M 0.01% +3,013 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 40,861 shares 40,861 $2.1M 0.01% -3,112 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; 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; 2026Q1: 26,534 shares 26,534 $2.1M 0.01% -6,684 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; 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; 2026Q1: 36,947 shares 36,947 $2.08M 0.01% -568 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; 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; 2026Q1: 6,391 shares 6,391 $2.05M 0.01% -635 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; 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; 2026Q1: 14,669 shares 14,669 $2.05M 0.01% +90 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; 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; 2026Q1: 13,006 shares 13,006 $2.04M 0.01% -2,090 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 33,929 shares 33,929 $2.04M 0.01% +809 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,262 shares; 2025Q3: not loaded; 2025Q4: 71,647 shares; 2026Q1: 41,433 shares 41,433 $2.04M 0.01% -30,214 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; 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; 2026Q1: 18,670 shares 18,670 $2.04M 0.01% +178 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; 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; 2026Q1: 11,865 shares 11,865 $2.04M 0.01% -317 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; 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; 2026Q1: 14,024 shares 14,024 $2.03M 0.01% +299 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; 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; 2026Q1: 36,613 shares 36,613 $2.02M 0.01% -573 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; 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; 2026Q1: 7,213 shares 7,213 $2.01M 0.01% +710 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; 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; 2026Q1: 20,640 shares 20,640 $2M 0.01% +559 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 44,236 shares; 2026Q1: 42,841 shares 42,841 $1.96M 0.01% -1,395 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; 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; 2026Q1: 5,464 shares 5,464 $1.96M 0.01% -966 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 30,336 shares 30,336 $1.95M 0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,727 shares 17,727 $1.94M 0.01% -644 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,995 shares 5,995 $1.94M 0.01% -19 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,531 shares; 2024Q4: 5,415 shares; 2025Q1: 5,520 shares; 2025Q2: 9,683 shares; 2025Q3: not loaded; 2025Q4: 8,320 shares; 2026Q1: 8,793 shares 8,793 $1.9M 0.01% +473 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 11,843 shares; 2026Q1: 6,975 shares 6,975 $1.89M 0.01% -4,868 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; 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; 2026Q1: 26,823 shares 26,823 $1.88M 0.01% -727 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; 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; 2026Q1: 46,992 shares 46,992 $1.88M 0.01% -3,645 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,576 shares; 2024Q4: 6,528 shares; 2025Q1: 7,119 shares; 2025Q2: 5,185 shares; 2025Q3: not loaded; 2025Q4: 7,352 shares; 2026Q1: 11,434 shares 11,434 $1.88M 0.01% +4,082 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; 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; 2026Q1: 1,749 shares 1,749 $1.87M 0.01% -12 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,947 shares; 2024Q4: 8,898 shares; 2025Q1: 10,966 shares; 2025Q2: 6,671 shares; 2025Q3: not loaded; 2025Q4: 71,609 shares; 2026Q1: 86,849 shares 86,849 $1.87M 0.01% +15,240 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; 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; 2026Q1: 14,125 shares 14,125 $1.85M 0.01% +981 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; 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; 2026Q1: 61,051 shares 61,051 $1.84M 0.01% -11,686 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; 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; 2026Q1: 20,051 shares 20,051 $1.84M 0.01% +451 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,695 shares; 2024Q4: 9,731 shares; 2025Q1: 9,750 shares; 2025Q2: 11,784 shares; 2025Q3: not loaded; 2025Q4: 12,807 shares; 2026Q1: 16,193 shares 16,193 $1.83M 0.01% +3,386 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 33,752 shares 33,752 $1.83M 0.01% -1,057 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,718 shares 15,718 $1.82M 0.01% -2,070 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,567 shares 20,567 $1.8M 0.01% +480 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,193 shares; 2024Q4: 10,241 shares; 2025Q1: 10,072 shares; 2025Q2: 10,181 shares; 2025Q3: not loaded; 2025Q4: 11,075 shares; 2026Q1: 12,361 shares 12,361 $1.79M 0.01% +1,286 Timeline