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; 2024Q4: 106,782 shares; 2025Q1: 109,528 shares; 2025Q2: 125,024 shares; 2025Q3: 123,347 shares; 2025Q4: 249,344 shares; 2026Q1: 260,217 shares; 2026Q2: 257,932 shares; 2026Q3: 258,299 shares 258,299 $50.6M 7.66% +367 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,530 shares; 2025Q3: 194,226 shares; 2025Q4: 204,626 shares; 2026Q1: 205,412 shares; 2026Q2: 200,322 shares; 2026Q3: 198,481 shares 198,481 $46.8M 7.1% -1,841 Timeline JBND 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,400 shares; 2025Q3: 423,720 shares; 2025Q4: 614,394 shares; 2026Q1: 670,321 shares; 2026Q2: 798,166 shares; 2026Q3: 670,529 shares 670,529 $34.3M 5.19% -127,637 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 309,563 shares; 2025Q4: 423,703 shares; 2026Q1: 464,036 shares; 2026Q2: 545,388 shares; 2026Q3: 458,437 shares 458,437 $33.8M 5.11% -86,951 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; 2024Q4: 909,403 shares; 2025Q1: 969,317 shares; 2025Q2: 950,382 shares; 2025Q3: 943,014 shares; 2025Q4: 935,988 shares; 2026Q1: 938,695 shares; 2026Q2: 946,412 shares; 2026Q3: 943,302 shares 943,302 $28.3M 4.29% -3,110 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; 2024Q4: 561,639 shares; 2025Q1: 596,747 shares; 2025Q2: 589,938 shares; 2025Q3: 415,331 shares; 2025Q4: 353,751 shares; 2026Q1: 343,429 shares; 2026Q2: 353,279 shares; 2026Q3: 321,953 shares 321,953 $25.2M 3.82% -31,326 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,052,465 shares; 2025Q1: 1,089,147 shares; 2025Q2: 1,050,861 shares; 2025Q3: 910,342 shares; 2025Q4: 841,753 shares; 2026Q1: 857,935 shares; 2026Q2: 1,006,633 shares; 2026Q3: 974,585 shares 974,585 $23.6M 3.58% -32,048 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; 2024Q4: 582,375 shares; 2025Q1: 579,780 shares; 2025Q2: 627,815 shares; 2025Q3: 637,611 shares; 2025Q4: 656,720 shares; 2026Q1: 666,173 shares; 2026Q2: 673,370 shares; 2026Q3: 690,252 shares 690,252 $23.5M 3.56% +16,882 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; 2024Q4: 720,982 shares; 2025Q1: 742,497 shares; 2025Q2: 778,219 shares; 2025Q3: 773,561 shares; 2025Q4: 792,746 shares; 2026Q1: 802,934 shares; 2026Q2: 793,598 shares; 2026Q3: 811,230 shares 811,230 $22.3M 3.38% +17,632 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; 2024Q4: 449,213 shares; 2025Q1: 452,180 shares; 2025Q2: 458,576 shares; 2025Q3: 286,171 shares; 2025Q4: 232,201 shares; 2026Q1: 231,153 shares; 2026Q2: 224,668 shares; 2026Q3: 227,561 shares 227,561 $17.6M 2.66% +2,893 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; 2024Q4: 408,079 shares; 2025Q1: 382,705 shares; 2025Q2: 383,537 shares; 2025Q3: 384,293 shares; 2025Q4: 390,033 shares; 2026Q1: 391,403 shares; 2026Q2: 386,220 shares; 2026Q3: 388,515 shares 388,515 $12.7M 1.92% +2,295 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 840,706 shares; 2025Q1: 805,961 shares; 2025Q2: 763,618 shares; 2025Q3: 678,086 shares; 2025Q4: 642,258 shares; 2026Q1: 645,831 shares; 2026Q2: 647,803 shares; 2026Q3: 641,282 shares 641,282 $11.8M 1.79% -6,521 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,705 shares; 2025Q1: 39,025 shares; 2025Q2: 48,987 shares; 2025Q3: 48,020 shares; 2025Q4: 47,511 shares; 2026Q1: 47,849 shares; 2026Q2: 44,767 shares; 2026Q3: 44,268 shares 44,268 $11.7M 1.78% -499 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,552 shares; 2025Q1: 36,813 shares; 2025Q2: 70,662 shares; 2025Q3: 56,912 shares; 2025Q4: 55,632 shares; 2026Q1: 54,844 shares; 2026Q2: 47,646 shares; 2026Q3: 48,399 shares 48,399 $11.1M 1.68% +753 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; 2024Q4: 23,023 shares; 2025Q1: 21,702 shares; 2025Q2: 16,625 shares; 2025Q3: 16,251 shares; 2025Q4: 15,916 shares; 2026Q1: 15,491 shares; 2026Q2: 13,786 shares; 2026Q3: 12,224 shares 12,224 $11M 1.67% -1,562 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,434 shares; 2025Q1: 30,179 shares; 2025Q2: 35,383 shares; 2025Q3: 33,801 shares; 2025Q4: 33,173 shares; 2026Q1: 32,848 shares; 2026Q2: 31,389 shares; 2026Q3: 31,549 shares 31,549 $10.5M 1.59% +160 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,468 shares; 2026Q1: 83,871 shares; 2026Q2: 24,147 shares; 2026Q3: 238,204 shares 238,204 $10.3M 1.56% +214,057 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; 2024Q4: 35,458 shares; 2025Q1: 34,271 shares; 2025Q2: 33,279 shares; 2025Q3: 32,660 shares; 2025Q4: 33,236 shares; 2026Q1: 32,792 shares; 2026Q2: 30,678 shares; 2026Q3: 30,108 shares 30,108 $9.96M 1.51% -570 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; 2024Q4: 142,446 shares; 2025Q1: 158,798 shares; 2025Q2: 159,945 shares; 2025Q3: 165,101 shares; 2025Q4: 171,978 shares; 2026Q1: 172,522 shares; 2026Q2: 178,519 shares; 2026Q3: 183,449 shares 183,449 $9.8M 1.48% +4,930 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 135,497 shares 135,497 $9.51M 1.44% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,830 shares; 2025Q1: 39,522 shares; 2025Q2: 41,430 shares; 2025Q3: 45,041 shares; 2025Q4: 46,925 shares; 2026Q1: 48,330 shares; 2026Q2: 49,769 shares; 2026Q3: 50,929 shares 50,929 $8.58M 1.3% +1,160 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,031 shares; 2025Q1: 24,017 shares; 2025Q2: 25,412 shares; 2025Q3: 25,017 shares; 2025Q4: 25,108 shares; 2026Q1: 24,762 shares; 2026Q2: 24,362 shares; 2026Q3: 24,690 shares 24,690 $8.5M 1.29% +328 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,709 shares; 2025Q1: 15,632 shares; 2025Q2: 15,557 shares; 2025Q3: 12,780 shares; 2025Q4: 12,813 shares; 2026Q1: 13,100 shares; 2026Q2: 15,283 shares; 2026Q3: 15,830 shares 15,830 $8.12M 1.23% +547 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; 2024Q4: 38,078 shares; 2025Q1: 43,159 shares; 2025Q2: 43,689 shares; 2025Q3: 44,459 shares; 2025Q4: 45,775 shares; 2026Q1: 46,305 shares; 2026Q2: 46,631 shares; 2026Q3: 48,285 shares 48,285 $8.06M 1.22% +1,654 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; 2024Q4: 55,667 shares; 2025Q1: 60,617 shares; 2025Q2: 60,788 shares; 2025Q3: 61,920 shares; 2025Q4: 65,163 shares; 2026Q1: 64,343 shares; 2026Q2: 65,790 shares; 2026Q3: 67,427 shares 67,427 $7.48M 1.13% +1,637 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; 2024Q4: 150,567 shares; 2025Q1: 159,311 shares; 2025Q2: 164,047 shares; 2025Q3: 155,395 shares; 2025Q4: 158,129 shares; 2026Q1: 161,351 shares; 2026Q2: 164,912 shares; 2026Q3: 170,698 shares 170,698 $7.15M 1.08% +5,786 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,985 shares; 2025Q1: 24,451 shares; 2025Q2: 24,787 shares; 2025Q3: 23,396 shares; 2025Q4: 22,701 shares; 2026Q1: 22,478 shares; 2026Q2: 20,713 shares; 2026Q3: 20,569 shares 20,569 $7.01M 1.06% -144 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,489 shares; 2025Q1: 25,045 shares; 2025Q2: 24,291 shares; 2025Q3: 22,120 shares; 2025Q4: 21,866 shares; 2026Q1: 23,801 shares; 2026Q2: 22,708 shares; 2026Q3: 23,061 shares 23,061 $6.11M 0.93% +353 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,440 shares; 2025Q1: 11,684 shares; 2025Q2: 10,201 shares; 2025Q3: 9,828 shares; 2025Q4: 9,681 shares; 2026Q1: 9,566 shares; 2026Q2: 8,707 shares; 2026Q3: 8,657 shares 8,657 $5.81M 0.88% -50 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; 2024Q4: 12,171 shares; 2025Q1: 13,325 shares; 2025Q2: 19,698 shares; 2025Q3: 20,029 shares; 2025Q4: 21,357 shares; 2026Q1: 20,445 shares; 2026Q2: 20,329 shares; 2026Q3: 21,586 shares 21,586 $5.38M 0.82% +1,257 Timeline NBIL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,740 shares; 2026Q1: 131,632 shares; 2026Q2: 21,050 shares; 2026Q3: 185,562 shares 185,562 $4.9M 0.74% +164,512 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; 2024Q4: 5,960 shares; 2025Q1: 5,975 shares; 2025Q2: 5,993 shares; 2025Q3: 6,020 shares; 2025Q4: 6,007 shares; 2026Q1: 6,357 shares; 2026Q2: 6,353 shares; 2026Q3: 6,353 shares 6,353 $4.84M 0.73% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,666 shares; 2025Q1: 20,150 shares; 2025Q2: 20,297 shares; 2025Q3: 19,838 shares; 2025Q4: 19,596 shares; 2026Q1: 19,370 shares; 2026Q2: 17,849 shares; 2026Q3: 14,885 shares 14,885 $4.65M 0.7% -2,964 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,550 shares; 2025Q1: 104,470 shares; 2025Q2: 173,710 shares; 2025Q3: 123,786 shares; 2025Q4: 82,726 shares; 2026Q1: 87,138 shares; 2026Q2: 89,747 shares; 2026Q3: 212,107 shares 212,107 $4.55M 0.69% +122,360 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; 2024Q4: 32,735 shares; 2025Q1: 29,328 shares; 2025Q2: 30,978 shares; 2025Q3: 28,170 shares; 2025Q4: 27,585 shares; 2026Q1: 26,639 shares; 2026Q2: 27,256 shares; 2026Q3: 27,570 shares 27,570 $4.01M 0.61% +314 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,465 shares; 2025Q1: 27,365 shares; 2025Q2: 26,370 shares; 2025Q3: 25,364 shares; 2025Q4: 25,024 shares; 2026Q1: 24,695 shares; 2026Q2: 20,992 shares; 2026Q3: 20,912 shares 20,912 $3.88M 0.59% -80 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,177 shares; 2025Q1: 58,078 shares; 2025Q2: 56,680 shares; 2025Q3: 54,507 shares; 2025Q4: 53,658 shares; 2026Q1: 52,725 shares; 2026Q2: 50,204 shares; 2026Q3: 49,536 shares 49,536 $3.46M 0.52% -668 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; 2024Q4: 4,748 shares; 2025Q1: 5,015 shares; 2025Q2: 5,007 shares; 2025Q3: 5,101 shares; 2025Q4: 5,161 shares; 2026Q1: 5,161 shares; 2026Q2: 4,753 shares; 2026Q3: 4,739 shares 4,739 $3.44M 0.52% -14 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; 2024Q4: 12,929 shares; 2025Q1: 11,879 shares; 2025Q2: 11,926 shares; 2025Q3: 11,651 shares; 2025Q4: 11,592 shares; 2026Q1: 11,367 shares; 2026Q2: 10,304 shares; 2026Q3: 10,216 shares 10,216 $3.39M 0.51% -88 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; 2024Q4: 27,983 shares; 2025Q1: 25,963 shares; 2025Q2: 25,209 shares; 2025Q3: 23,970 shares; 2025Q4: 23,612 shares; 2026Q1: 23,221 shares; 2026Q2: 22,249 shares; 2026Q3: 21,803 shares 21,803 $3.38M 0.51% -446 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; 2024Q4: 1,980 shares; 2025Q1: 2,204 shares; 2025Q2: 2,486 shares; 2025Q3: 2,525 shares; 2025Q4: 2,930 shares; 2026Q1: 2,935 shares; 2026Q2: 2,814 shares; 2026Q3: 2,785 shares 2,785 $3.22M 0.49% -29 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,454 shares; 2025Q1: 47,958 shares; 2025Q2: 82,338 shares; 2025Q3: 72,409 shares; 2025Q4: 61,669 shares; 2026Q1: 67,499 shares; 2026Q2: 69,068 shares; 2026Q3: 75,512 shares 75,512 $3.11M 0.47% +6,444 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,631 shares; 2025Q3: 26,695 shares; 2025Q4: 26,548 shares; 2026Q1: 15,356 shares; 2026Q2: 14,537 shares; 2026Q3: 16,010 shares 16,010 $3.11M 0.47% +1,473 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; 2024Q4: 18,141 shares; 2025Q1: 21,335 shares; 2025Q2: 22,478 shares; 2025Q3: 23,873 shares; 2025Q4: 49,552 shares; 2026Q1: 50,048 shares; 2026Q2: 49,834 shares; 2026Q3: 50,375 shares 50,375 $3.1M 0.47% +541 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; 2024Q4: 20,357 shares; 2025Q1: 26,688 shares; 2025Q2: 28,228 shares; 2025Q3: 29,792 shares; 2025Q4: 31,497 shares; 2026Q1: 33,082 shares; 2026Q2: 34,138 shares; 2026Q3: 35,873 shares 35,873 $2.89M 0.44% +1,735 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,782 shares; 2025Q1: 3,773 shares; 2025Q2: 3,606 shares; 2025Q3: 3,567 shares; 2025Q4: 3,565 shares; 2026Q1: 3,614 shares; 2026Q2: 3,520 shares; 2026Q3: 3,620 shares 3,620 $2.77M 0.42% +100 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; 2024Q4: 21,345 shares; 2025Q1: 20,042 shares; 2025Q2: 25,427 shares; 2025Q3: 26,162 shares; 2025Q4: 26,154 shares; 2026Q1: 28,884 shares; 2026Q2: 26,319 shares; 2026Q3: 32,588 shares 32,588 $2.77M 0.42% +6,269 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; 2024Q4: 20,788 shares; 2025Q1: 19,170 shares; 2025Q2: 18,635 shares; 2025Q3: 18,030 shares; 2025Q4: 17,613 shares; 2026Q1: 16,665 shares; 2026Q2: 15,664 shares; 2026Q3: 15,568 shares 15,568 $2.66M 0.4% -96 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,677 shares 9,677 $2.6M 0.39% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,367 shares; 2025Q1: 4,058 shares; 2025Q2: 3,260 shares; 2025Q3: 3,210 shares; 2025Q4: 3,132 shares; 2026Q1: 3,127 shares; 2026Q2: 2,748 shares; 2026Q3: 2,739 shares 2,739 $2.6M 0.39% -9 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; 2024Q4: 100,336 shares; 2025Q1: 98,024 shares; 2025Q2: 96,986 shares; 2025Q3: 95,762 shares; 2025Q4: 94,494 shares; 2026Q1: 94,306 shares; 2026Q2: 88,389 shares; 2026Q3: 87,143 shares 87,143 $2.55M 0.39% -1,246 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; 2024Q4: 3,361 shares; 2025Q1: 7,387 shares; 2025Q2: 7,848 shares; 2025Q3: 8,425 shares; 2025Q4: 18,503 shares; 2026Q1: 19,903 shares; 2026Q2: 21,390 shares; 2026Q3: 23,369 shares 23,369 $2.54M 0.39% +1,979 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; 2024Q4: 11,723 shares; 2025Q1: 9,788 shares; 2025Q2: 9,866 shares; 2025Q3: 9,457 shares; 2025Q4: 9,501 shares; 2026Q1: 9,654 shares; 2026Q2: 9,788 shares; 2026Q3: 10,740 shares 10,740 $2.36M 0.36% +952 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,083 shares; 2025Q1: 30,916 shares; 2025Q2: 34,778 shares; 2025Q3: 34,265 shares; 2025Q4: 34,212 shares; 2026Q1: 35,121 shares; 2026Q2: 34,140 shares; 2026Q3: 32,714 shares 32,714 $2.34M 0.35% -1,426 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,902 shares 13,902 $2.26M 0.34% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,940 shares; 2025Q1: 7,078 shares; 2025Q2: 5,793 shares; 2025Q3: 5,456 shares; 2025Q4: 5,345 shares; 2026Q1: 5,349 shares; 2026Q2: 4,642 shares; 2026Q3: 4,596 shares 4,596 $2.18M 0.33% -46 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; 2024Q4: 20,755 shares; 2025Q1: 18,707 shares; 2025Q2: 17,726 shares; 2025Q3: 16,407 shares; 2025Q4: 16,126 shares; 2026Q1: 15,766 shares; 2026Q2: 14,756 shares; 2026Q3: 14,668 shares 14,668 $2.13M 0.32% -88 Timeline XNCR XENCOR INC More: the full row for XENCOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 113,661 shares; 2025Q1: 109,661 shares; 2025Q2: 105,961 shares; 2025Q3: 99,861 shares; 2025Q4: 98,661 shares; 2026Q1: 98,661 shares; 2026Q2: 98,661 shares; 2026Q3: 85,028 shares 85,028 $2.12M 0.32% -13,633 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; 2024Q4: 3,851 shares; 2025Q1: 4,320 shares; 2025Q2: 4,948 shares; 2025Q3: 4,797 shares; 2025Q4: 4,877 shares; 2026Q1: 5,606 shares; 2026Q2: 5,643 shares; 2026Q3: 5,564 shares 5,564 $2.08M 0.32% -79 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128,650 shares; 2025Q1: 125,075 shares; 2025Q2: 128,883 shares; 2025Q3: 106,340 shares; 2025Q4: 86,309 shares; 2026Q1: 71,571 shares; 2026Q2: 69,134 shares; 2026Q3: 86,099 shares 86,099 $2.07M 0.31% +16,965 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,108 shares; 2025Q1: 32,253 shares; 2025Q2: 33,477 shares; 2025Q3: 33,234 shares; 2025Q4: 32,238 shares; 2026Q1: 32,228 shares; 2026Q2: 29,568 shares; 2026Q3: 29,548 shares 29,548 $1.93M 0.29% -20 Timeline VCRM 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26,409 shares 26,409 $1.89M 0.29% new 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; 2024Q4: 15,481 shares; 2025Q1: 17,001 shares; 2025Q2: 17,493 shares; 2025Q3: 17,218 shares; 2025Q4: 35,410 shares; 2026Q1: 36,484 shares; 2026Q2: 36,834 shares; 2026Q3: 37,744 shares 37,744 $1.84M 0.28% +910 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; 2024Q4: 10,564 shares; 2025Q1: 10,937 shares; 2025Q2: 11,128 shares; 2025Q3: 11,364 shares; 2025Q4: 9,235 shares; 2026Q1: 9,454 shares; 2026Q2: 9,288 shares; 2026Q3: 8,993 shares 8,993 $1.83M 0.28% -295 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,634 shares; 2025Q1: 32,701 shares; 2025Q2: 31,077 shares; 2025Q3: 30,187 shares; 2025Q4: 28,679 shares; 2026Q1: 27,741 shares; 2026Q2: 29,288 shares; 2026Q3: 29,567 shares 29,567 $1.81M 0.27% +279 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; 2024Q4: 45,359 shares; 2025Q1: 41,739 shares; 2025Q2: not reported; 2025Q3: 1,360 shares; 2025Q4: 2,559 shares; 2026Q1: 2,473 shares; 2026Q2: 2,733 shares; 2026Q3: 2,883 shares 2,883 $1.76M 0.27% +150 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,624 shares; 2025Q1: 23,413 shares; 2025Q2: 22,785 shares; 2025Q3: 22,598 shares; 2025Q4: 21,932 shares; 2026Q1: 21,802 shares; 2026Q2: 21,821 shares; 2026Q3: 21,179 shares 21,179 $1.76M 0.27% -642 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,725 shares; 2025Q1: 61,575 shares; 2025Q2: 63,209 shares; 2025Q3: 56,732 shares; 2025Q4: 55,214 shares; 2026Q1: 53,665 shares; 2026Q2: 58,322 shares; 2026Q3: 61,240 shares 61,240 $1.75M 0.26% +2,918 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,601 shares; 2025Q1: 10,722 shares; 2025Q2: 13,323 shares; 2025Q3: 12,942 shares; 2025Q4: 12,934 shares; 2026Q1: 14,101 shares; 2026Q2: 13,768 shares; 2026Q3: 13,244 shares 13,244 $1.66M 0.25% -524 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,985 shares; 2025Q1: 29,985 shares; 2025Q2: 50,546 shares; 2025Q3: 43,750 shares; 2025Q4: 43,589 shares; 2026Q1: 43,388 shares; 2026Q2: 40,929 shares; 2026Q3: 40,475 shares 40,475 $1.64M 0.25% -454 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,185 shares; 2025Q1: 9,660 shares; 2025Q2: 11,582 shares; 2025Q3: 11,272 shares; 2025Q4: 11,242 shares; 2026Q1: 11,440 shares; 2026Q2: 10,850 shares; 2026Q3: 10,482 shares 10,482 $1.61M 0.24% -368 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; 2024Q4: 230,834 shares; 2025Q1: 73,534 shares; 2025Q2: 70,631 shares; 2025Q3: 55,059 shares; 2025Q4: 53,799 shares; 2026Q1: 54,210 shares; 2026Q2: 26,791 shares; 2026Q3: 31,460 shares 31,460 $1.58M 0.24% +4,669 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,930 shares; 2025Q1: 6,914 shares; 2025Q2: 6,914 shares; 2025Q3: 6,861 shares; 2025Q4: 6,926 shares; 2026Q1: 6,961 shares; 2026Q2: 6,993 shares; 2026Q3: 6,981 shares 6,981 $1.51M 0.23% -12 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; 2024Q4: 812 shares; 2025Q1: 808 shares; 2025Q2: 5,356 shares; 2025Q3: 5,290 shares; 2025Q4: 5,294 shares; 2026Q1: 5,327 shares; 2026Q2: 19,319 shares; 2026Q3: 19,088 shares 19,088 $1.5M 0.23% -231 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; 2024Q4: 7,965 shares; 2025Q1: 7,915 shares; 2025Q2: 7,890 shares; 2025Q3: 7,890 shares; 2025Q4: 7,890 shares; 2026Q1: 7,741 shares; 2026Q2: 7,294 shares; 2026Q3: 7,194 shares 7,194 $1.47M 0.22% -100 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,438 shares; 2025Q1: 2,806 shares; 2025Q2: 3,142 shares; 2025Q3: 2,887 shares; 2025Q4: 3,324 shares; 2026Q1: 3,629 shares; 2026Q2: 3,996 shares; 2026Q3: 4,060 shares 4,060 $1.43M 0.22% +64 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,432 shares; 2025Q1: 6,157 shares; 2025Q2: 5,982 shares; 2025Q3: 5,882 shares; 2025Q4: 5,882 shares; 2026Q1: 5,882 shares; 2026Q2: 5,097 shares; 2026Q3: 4,997 shares 4,997 $1.41M 0.21% -100 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; 2024Q4: 5,896 shares; 2025Q1: 5,924 shares; 2025Q2: 5,924 shares; 2025Q3: 5,869 shares; 2025Q4: 5,915 shares; 2026Q1: 5,937 shares; 2026Q2: 5,962 shares; 2026Q3: 5,966 shares 5,966 $1.39M 0.21% +4 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; 2024Q4: 12,498 shares; 2025Q1: 13,742 shares; 2025Q2: 13,577 shares; 2025Q3: 13,952 shares; 2025Q4: 28,692 shares; 2026Q1: 30,200 shares; 2026Q2: 30,796 shares; 2026Q3: 34,721 shares 34,721 $1.37M 0.21% +3,925 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,870 shares; 2025Q1: 15,604 shares; 2025Q2: 14,630 shares; 2025Q3: 14,071 shares; 2025Q4: 13,896 shares; 2026Q1: 13,864 shares; 2026Q2: 13,540 shares; 2026Q3: 13,368 shares 13,368 $1.35M 0.2% -172 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; 2024Q4: 18,328 shares; 2025Q1: 16,421 shares; 2025Q2: 16,642 shares; 2025Q3: 15,803 shares; 2025Q4: 15,572 shares; 2026Q1: 15,219 shares; 2026Q2: 13,192 shares; 2026Q3: 12,256 shares 12,256 $1.25M 0.19% -936 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,093 shares; 2025Q1: 2,207 shares; 2025Q2: 3,047 shares; 2025Q3: 2,991 shares; 2025Q4: 3,006 shares; 2026Q1: 3,559 shares; 2026Q2: 3,448 shares; 2026Q3: 3,441 shares 3,441 $1.22M 0.19% -7 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; 2024Q4: 2,054 shares; 2025Q1: 2,686 shares; 2025Q2: 2,700 shares; 2025Q3: 2,610 shares; 2025Q4: 2,680 shares; 2026Q1: 2,757 shares; 2026Q2: 2,387 shares; 2026Q3: 2,425 shares 2,425 $1.21M 0.18% +38 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,824 shares; 2025Q1: 8,679 shares; 2025Q2: 8,577 shares; 2025Q3: 8,573 shares; 2025Q4: 8,486 shares; 2026Q1: 8,343 shares; 2026Q2: 8,306 shares; 2026Q3: 8,308 shares 8,308 $1.14M 0.17% +2 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; 2024Q4: 846 shares; 2025Q1: 844 shares; 2025Q2: 898 shares; 2025Q3: 727 shares; 2025Q4: 673 shares; 2026Q1: 976 shares; 2026Q2: 1,041 shares; 2026Q3: 3,944 shares 3,944 $1.04M 0.16% +2,903 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,743 shares; 2025Q4: 4,755 shares; 2026Q1: 4,755 shares; 2026Q2: 3,462 shares; 2026Q3: 3,462 shares 3,462 $959K 0.15% 0 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; 2024Q4: 1,395 shares; 2025Q1: 1,240 shares; 2025Q2: 1,265 shares; 2025Q3: 1,266 shares; 2025Q4: 1,260 shares; 2026Q1: 1,274 shares; 2026Q2: 1,279 shares; 2026Q3: 1,274 shares 1,274 $942K 0.14% -5 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; 2024Q4: 32,786 shares; 2025Q1: 32,551 shares; 2025Q2: 31,079 shares; 2025Q3: 28,477 shares; 2025Q4: 27,584 shares; 2026Q1: 28,729 shares; 2026Q2: 26,956 shares; 2026Q3: 26,215 shares 26,215 $942K 0.14% -741 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; 2024Q4: 1,263 shares; 2025Q1: 1,185 shares; 2025Q2: 4,017 shares; 2025Q3: 3,925 shares; 2025Q4: 3,750 shares; 2026Q1: 3,766 shares; 2026Q2: 3,405 shares; 2026Q3: 3,253 shares 3,253 $925K 0.14% -152 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,577 shares; 2025Q1: 2,527 shares; 2025Q2: 2,283 shares; 2025Q3: 2,239 shares; 2025Q4: 2,222 shares; 2026Q1: 2,221 shares; 2026Q2: 1,959 shares; 2026Q3: 1,959 shares 1,959 $886K 0.13% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,375 shares; 2025Q1: 62,793 shares; 2025Q2: 61,441 shares; 2025Q3: 55,979 shares; 2025Q4: 52,785 shares; 2026Q1: 56,988 shares; 2026Q2: 47,394 shares; 2026Q3: 51,170 shares 51,170 $872K 0.13% +3,776 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,374 shares; 2026Q3: 3,972 shares 3,972 $838K 0.13% -402 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 409 shares; 2026Q3: 774 shares 774 $824K 0.12% +365 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,140 shares; 2025Q1: 27,840 shares; 2025Q2: 24,789 shares; 2025Q3: 24,004 shares; 2025Q4: 24,804 shares; 2026Q1: 23,672 shares; 2026Q2: 18,081 shares; 2026Q3: 17,459 shares 17,459 $806K 0.12% -622 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,412 shares; 2025Q3: 2,931 shares; 2025Q4: 2,787 shares; 2026Q1: 2,684 shares; 2026Q2: 2,635 shares; 2026Q3: 2,281 shares 2,281 $803K 0.12% -354 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,587 shares; 2025Q1: 2,550 shares; 2025Q2: 3,979 shares; 2025Q3: 4,567 shares; 2025Q4: 5,627 shares; 2026Q1: 3,233 shares; 2026Q2: 2,984 shares; 2026Q3: 2,986 shares 2,986 $781K 0.12% +2 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; 2024Q4: 1,275 shares; 2025Q1: 1,221 shares; 2025Q2: 1,396 shares; 2025Q3: 1,150 shares; 2025Q4: 1,140 shares; 2026Q1: 1,093 shares; 2026Q2: 1,100 shares; 2026Q3: 1,093 shares 1,093 $766K 0.12% -7 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; 2024Q4: 15,802 shares; 2025Q1: 15,675 shares; 2025Q2: 18,886 shares; 2025Q3: 18,046 shares; 2025Q4: 17,652 shares; 2026Q1: 17,777 shares; 2026Q2: 12,832 shares; 2026Q3: 12,626 shares 12,626 $749K 0.11% -206 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 918 shares 918 $744K 0.11% 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; 2024Q4: 1,847 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 1,847 shares; 2025Q4: 1,847 shares; 2026Q1: 1,847 shares; 2026Q2: 1,847 shares; 2026Q3: 1,947 shares 1,947 $741K 0.11% +100 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,740 shares; 2025Q1: 12,110 shares; 2025Q2: 12,073 shares; 2025Q3: 11,678 shares; 2025Q4: 11,378 shares; 2026Q1: 11,337 shares; 2026Q2: 10,484 shares; 2026Q3: 10,084 shares 10,084 $713K 0.11% -400 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; 2024Q4: 4,494 shares; 2025Q1: 4,494 shares; 2025Q2: 9,281 shares; 2025Q3: 8,784 shares; 2025Q4: 8,590 shares; 2026Q1: 8,586 shares; 2026Q2: 8,183 shares; 2026Q3: 8,172 shares 8,172 $700K 0.11% -11 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; 2024Q4: 831 shares; 2025Q1: 1,143 shares; 2025Q2: 1,146 shares; 2025Q3: 1,210 shares; 2025Q4: 1,264 shares; 2026Q1: 757 shares; 2026Q2: 760 shares; 2026Q3: 760 shares 760 $692K 0.1% 0 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,895 shares; 2025Q1: 11,200 shares; 2025Q2: 11,155 shares; 2025Q3: 10,973 shares; 2025Q4: 10,914 shares; 2026Q1: 10,786 shares; 2026Q2: 10,127 shares; 2026Q3: 9,991 shares 9,991 $664K 0.1% -136 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; 2024Q4: 1,274 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,258 shares; 2025Q4: 1,259 shares; 2026Q1: 1,260 shares; 2026Q2: 7,360 shares; 2026Q3: 7,267 shares 7,267 $655K 0.1% -93 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,204 shares; 2025Q1: 1,186 shares; 2025Q2: 1,024 shares; 2025Q3: 923 shares; 2025Q4: 9,263 shares; 2026Q1: 9,244 shares; 2026Q2: 9,214 shares; 2026Q3: 9,214 shares 9,214 $641K 0.1% 0 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; 2024Q4: 4,285 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,257 shares 8,257 $631K 0.1% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,440 shares; 2026Q3: 3,911 shares 3,911 $606K 0.09% -529 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,582 shares; 2025Q1: 4,575 shares; 2025Q2: 4,475 shares; 2025Q3: 4,179 shares; 2025Q4: 4,085 shares; 2026Q1: 4,085 shares; 2026Q2: 4,085 shares; 2026Q3: 4,020 shares 4,020 $596K 0.09% -65 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; 2024Q4: 1,641 shares; 2025Q1: 1,589 shares; 2025Q2: 1,590 shares; 2025Q3: 2,235 shares; 2025Q4: 2,280 shares; 2026Q1: 2,283 shares; 2026Q2: 2,284 shares; 2026Q3: 2,271 shares 2,271 $595K 0.09% -13 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,531 shares; 2025Q1: 2,532 shares; 2025Q2: 2,533 shares; 2025Q3: 2,534 shares; 2025Q4: 1,846 shares; 2026Q1: 1,847 shares; 2026Q2: 1,847 shares; 2026Q3: 1,823 shares 1,823 $594K 0.09% -24 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,320 shares; 2025Q1: 3,221 shares; 2025Q2: 3,073 shares; 2025Q3: 2,923 shares; 2025Q4: 2,938 shares; 2026Q1: 6,380 shares; 2026Q2: 5,504 shares; 2026Q3: 5,701 shares 5,701 $592K 0.09% +197 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,880 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,272 shares; 2025Q4: 1,261 shares; 2026Q1: 1,263 shares; 2026Q2: 1,072 shares; 2026Q3: 1,048 shares 1,048 $578K 0.09% -24 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,860 shares; 2025Q1: 3,496 shares; 2025Q2: 3,619 shares; 2025Q3: 3,594 shares; 2025Q4: 3,540 shares; 2026Q1: 3,539 shares; 2026Q2: 3,310 shares; 2026Q3: 3,162 shares 3,162 $563K 0.09% -148 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; 2024Q4: 1,983 shares; 2025Q1: 1,984 shares; 2025Q2: 1,984 shares; 2025Q3: 1,984 shares; 2025Q4: 1,985 shares; 2026Q1: 2,003 shares; 2026Q2: 2,003 shares; 2026Q3: 2,003 shares 2,003 $545K 0.08% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,609 shares; 2025Q1: 101,111 shares; 2025Q2: 119,366 shares; 2025Q3: 104,185 shares; 2025Q4: 103,698 shares; 2026Q1: 97,271 shares; 2026Q2: 99,858 shares; 2026Q3: 102,571 shares 102,571 $537K 0.08% +2,713 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; 2024Q4: 38,791 shares; 2025Q1: 38,616 shares; 2025Q2: 29,659 shares; 2025Q3: 21,235 shares; 2025Q4: 19,666 shares; 2026Q1: 18,686 shares; 2026Q2: 17,481 shares; 2026Q3: 17,680 shares 17,680 $533K 0.08% +199 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,780 shares; 2025Q3: 2,461 shares; 2025Q4: 2,456 shares; 2026Q1: 2,446 shares; 2026Q2: 2,359 shares; 2026Q3: 2,355 shares 2,355 $524K 0.08% -4 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,287 shares; 2025Q4: 3,275 shares; 2026Q1: 3,090 shares; 2026Q2: 2,870 shares; 2026Q3: 2,870 shares 2,870 $517K 0.08% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,841 shares; 2025Q1: 2,452 shares; 2025Q2: 2,899 shares; 2025Q3: 3,293 shares; 2025Q4: 3,794 shares; 2026Q1: 2,419 shares; 2026Q2: 2,224 shares; 2026Q3: 2,224 shares 2,224 $511K 0.08% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 1,239 shares; 2025Q3: 1,199 shares; 2025Q4: 1,138 shares; 2026Q1: 1,136 shares; 2026Q2: 1,137 shares; 2026Q3: 1,137 shares 1,137 $479K 0.07% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,236 shares; 2025Q1: 2,240 shares; 2025Q2: 2,243 shares; 2025Q3: 2,228 shares; 2025Q4: 2,413 shares; 2026Q1: 2,411 shares; 2026Q2: 2,324 shares; 2026Q3: 2,326 shares 2,326 $475K 0.07% +2 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,127 shares; 2025Q1: 2,027 shares; 2025Q2: 2,002 shares; 2025Q3: 1,905 shares; 2025Q4: 2,512 shares; 2026Q1: 4,171 shares; 2026Q2: 4,189 shares; 2026Q3: 4,189 shares 4,189 $470K 0.07% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,349 shares; 2025Q4: 12,013 shares; 2026Q1: 10,890 shares; 2026Q2: 9,091 shares; 2026Q3: 5,872 shares 5,872 $445K 0.07% -3,219 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 935 shares; 2025Q3: 964 shares; 2025Q4: 935 shares; 2026Q1: 951 shares; 2026Q2: 951 shares; 2026Q3: 951 shares 951 $434K 0.07% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares; 2025Q4: 2,180 shares; 2026Q1: 2,180 shares; 2026Q2: 2,080 shares; 2026Q3: 2,530 shares 2,530 $406K 0.06% +450 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,110 shares; 2025Q3: 1,142 shares; 2025Q4: 1,077 shares; 2026Q1: 1,091 shares; 2026Q2: 1,104 shares; 2026Q3: 1,104 shares 1,104 $397K 0.06% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,160 shares; 2025Q1: 33,952 shares; 2025Q2: 4,458 shares; 2025Q3: 4,238 shares; 2025Q4: 4,224 shares; 2026Q1: 4,220 shares; 2026Q2: 4,222 shares; 2026Q3: 4,204 shares 4,204 $395K 0.06% -18 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares; 2026Q2: 2,170 shares; 2026Q3: 2,117 shares 2,117 $392K 0.06% -53 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,107 shares; 2025Q3: 15,007 shares; 2025Q4: 15,007 shares; 2026Q1: 14,757 shares; 2026Q2: 14,457 shares; 2026Q3: 13,257 shares 13,257 $389K 0.06% -1,200 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; 2024Q4: not reported; 2025Q1: 4,269 shares; 2025Q2: 5,080 shares; 2025Q3: 5,513 shares; 2025Q4: 5,721 shares; 2026Q1: 5,478 shares; 2026Q2: 5,158 shares; 2026Q3: 5,080 shares 5,080 $385K 0.06% -78 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; 2024Q4: 722 shares; 2025Q1: 672 shares; 2025Q2: 622 shares; 2025Q3: 629 shares; 2025Q4: 608 shares; 2026Q1: 609 shares; 2026Q2: 559 shares; 2026Q3: 559 shares 559 $378K 0.06% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,804 shares; 2025Q3: 1,656 shares; 2025Q4: 1,548 shares; 2026Q1: 2,013 shares; 2026Q2: 1,982 shares; 2026Q3: 1,976 shares 1,976 $377K 0.06% -6 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,226 shares; 2026Q3: 4,452 shares 4,452 $375K 0.06% +2,226 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,934 shares; 2025Q4: 6,428 shares; 2026Q1: 7,172 shares; 2026Q2: 8,189 shares; 2026Q3: 9,152 shares 9,152 $374K 0.06% +963 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,050 shares; 2025Q2: 6,985 shares; 2025Q3: 6,985 shares; 2025Q4: 6,985 shares; 2026Q1: 6,935 shares; 2026Q2: 6,765 shares; 2026Q3: 6,730 shares 6,730 $366K 0.06% -35 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; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: 3,715 shares; 2025Q3: 3,635 shares; 2025Q4: 3,540 shares; 2026Q1: 3,372 shares; 2026Q2: 3,115 shares; 2026Q3: 2,711 shares 2,711 $359K 0.05% -404 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,545 shares 1,545 $356K 0.05% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,399 shares; 2025Q1: 10,592 shares; 2025Q2: 7,095 shares; 2025Q3: 6,768 shares; 2025Q4: 6,296 shares; 2026Q1: 6,216 shares; 2026Q2: 4,546 shares; 2026Q3: 4,521 shares 4,521 $351K 0.05% -25 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; 2024Q4: 3,939 shares; 2025Q1: 3,977 shares; 2025Q2: 4,206 shares; 2025Q3: 4,243 shares; 2025Q4: 4,278 shares; 2026Q1: 4,325 shares; 2026Q2: 4,037 shares; 2026Q3: 3,847 shares 3,847 $345K 0.05% -190 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,660 shares; 2025Q4: 4,664 shares; 2026Q1: 4,660 shares; 2026Q2: 5,060 shares; 2026Q3: 5,415 shares 5,415 $339K 0.05% +355 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 305 shares; 2026Q2: 2,616 shares; 2026Q3: 2,616 shares 2,616 $329K 0.05% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,811 shares; 2025Q1: 20,811 shares; 2025Q2: 20,811 shares; 2025Q3: 19,811 shares; 2025Q4: 19,813 shares; 2026Q1: 19,818 shares; 2026Q2: 18,318 shares; 2026Q3: 18,311 shares 18,311 $324K 0.05% -7 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,547 shares 6,547 $324K 0.05% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,156 shares; 2026Q1: 1,155 shares; 2026Q2: 1,155 shares; 2026Q3: 1,155 shares 1,155 $321K 0.05% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,944 shares; 2025Q1: 24,605 shares; 2025Q2: 24,638 shares; 2025Q3: 24,711 shares; 2025Q4: 23,466 shares; 2026Q1: 25,339 shares; 2026Q2: 27,134 shares; 2026Q3: 16,926 shares 16,926 $320K 0.05% -10,208 Timeline JPIE 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; 2024Q4: 6,545 shares; 2025Q1: 6,545 shares; 2025Q2: 6,545 shares; 2025Q3: 7,045 shares; 2025Q4: 7,045 shares; 2026Q1: 7,045 shares; 2026Q2: 7,045 shares; 2026Q3: 7,045 shares 7,045 $316K 0.05% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 580 shares; 2026Q3: 580 shares 580 $315K 0.05% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $315K 0.05% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,870 shares; 2025Q1: 2,606 shares; 2025Q2: 2,634 shares; 2025Q3: 2,103 shares; 2025Q4: 2,251 shares; 2026Q1: 2,323 shares; 2026Q2: 2,325 shares; 2026Q3: 2,273 shares 2,273 $312K 0.05% -52 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,372 shares; 2025Q1: 16,363 shares; 2025Q2: 15,931 shares; 2025Q3: 2,842 shares; 2025Q4: 2,747 shares; 2026Q1: 2,742 shares; 2026Q2: 2,417 shares; 2026Q3: 2,417 shares 2,417 $306K 0.05% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,621 shares; 2025Q1: 1,196 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 521 shares; 2026Q3: 521 shares 521 $296K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,070 shares; 2026Q2: 3,835 shares; 2026Q3: 1,573 shares 1,573 $294K 0.04% -2,262 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,129 shares; 2026Q3: 2,112 shares 2,112 $274K 0.04% -17 Timeline TTT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,505 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,083 shares; 2026Q1: 3,083 shares; 2026Q2: 3,083 shares; 2026Q3: 3,083 shares 3,083 $274K 0.04% 0 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; 2024Q4: 8,271 shares; 2025Q1: 7,711 shares; 2025Q2: 7,711 shares; 2025Q3: 7,711 shares; 2025Q4: 7,491 shares; 2026Q1: 8,176 shares; 2026Q2: 8,179 shares; 2026Q3: 8,182 shares 8,182 $273K 0.04% +3 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $261K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,145 shares; 2026Q3: 5,145 shares 5,145 $260K 0.04% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,384 shares; 2025Q1: 2,384 shares; 2025Q2: 2,394 shares; 2025Q3: 2,415 shares; 2025Q4: 2,428 shares; 2026Q1: 2,438 shares; 2026Q2: 4,850 shares; 2026Q3: 4,799 shares 4,799 $260K 0.04% -51 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; 2024Q4: 883 shares; 2025Q1: 907 shares; 2025Q2: 850 shares; 2025Q3: 840 shares; 2025Q4: 911 shares; 2026Q1: 879 shares; 2026Q2: 884 shares; 2026Q3: 868 shares 868 $247K 0.04% -16 Timeline TBT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,640 shares; 2025Q1: 6,640 shares; 2025Q2: 6,640 shares; 2025Q3: 6,640 shares; 2025Q4: 7,796 shares; 2026Q1: 7,796 shares; 2026Q2: 7,796 shares; 2026Q3: 5,796 shares 5,796 $246K 0.04% -2,000 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 916 shares; 2025Q1: 916 shares; 2025Q2: 916 shares; 2025Q3: not reported; 2025Q4: 641 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 748 shares 748 $243K 0.04% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,056 shares; 2025Q4: 2,062 shares; 2026Q1: 1,775 shares; 2026Q2: 1,750 shares; 2026Q3: 1,850 shares 1,850 $240K 0.04% +100 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,410 shares; 2026Q1: 1,435 shares; 2026Q2: 1,449 shares; 2026Q3: 1,430 shares 1,430 $239K 0.04% -19 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,930 shares; 2026Q1: 5,585 shares; 2026Q2: 5,585 shares; 2026Q3: 5,585 shares 5,585 $236K 0.04% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,892 shares; 2025Q3: 1,872 shares; 2025Q4: 1,873 shares; 2026Q1: 1,872 shares; 2026Q2: 1,039 shares; 2026Q3: 1,039 shares 1,039 $235K 0.04% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,801 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,374 shares; 2026Q1: 1,331 shares; 2026Q2: 1,106 shares; 2026Q3: 1,106 shares 1,106 $233K 0.04% 0 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; 2024Q4: not reported; 2025Q1: 2,650 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares; 2026Q3: 2,650 shares 2,650 $226K 0.03% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,072 shares; 2026Q1: 2,908 shares; 2026Q2: 1,977 shares; 2026Q3: 1,793 shares 1,793 $225K 0.03% -184 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,073 shares; 2025Q4: 1,063 shares; 2026Q1: 1,371 shares; 2026Q2: not reported; 2026Q3: 1,130 shares 1,130 $218K 0.03% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,823 shares; 2025Q1: 6,823 shares; 2025Q2: 5,468 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,223 shares; 2026Q3: 4,223 shares 4,223 $216K 0.03% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares; 2026Q2: 1,500 shares; 2026Q3: 1,490 shares 1,490 $212K 0.03% -10 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,900 shares; 2025Q3: 2,902 shares; 2025Q4: 2,905 shares; 2026Q1: not reported; 2026Q2: 2,619 shares; 2026Q3: 2,506 shares 2,506 $211K 0.03% -113 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,932 shares; 2026Q3: 2,970 shares 2,970 $210K 0.03% +38 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,552 shares 2,552 $209K 0.03% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,068 shares; 2025Q1: 5,938 shares; 2025Q2: 4,583 shares; 2025Q3: 4,243 shares; 2025Q4: 4,118 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,073 shares 3,073 $206K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,279 shares 6,279 $203K 0.03% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 785 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 513 shares; 2026Q3: 454 shares 454 $202K 0.03% -59 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 960 shares 960 $201K 0.03% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 24,528 shares; 2025Q2: 17,672 shares; 2025Q3: not reported; 2025Q4: 15,465 shares; 2026Q1: 18,565 shares; 2026Q2: 28,545 shares; 2026Q3: 31,700 shares 31,700 $191K 0.03% +3,155 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,300 shares; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 11,300 shares; 2025Q4: 11,300 shares; 2026Q1: 11,300 shares; 2026Q2: 11,300 shares; 2026Q3: 11,300 shares 11,300 $101K 0.02% 0 Timeline IVF INVO FERTILITY INC. More: the full row for INVO FERTILITY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 45,780 shares 45,780 $41.7K 0.01% new Timeline CNTN CANTON STRATEGIC HOLDINGS IN More: the full row for CANTON STRATEGIC HOLDINGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,155 shares; 2026Q1: 13,987 shares; 2026Q2: 22,902 shares; 2026Q3: 17,537 shares 17,537 $41.6K 0.01% -5,365 Timeline