ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 333,097 shares; 2023Q2: 535,950 shares; 2023Q3: 387,022 shares; 2023Q4: 531,017 shares; 2024Q1: 580,715 shares; 2024Q2: not reported; 2024Q3: 526,910 shares; 2024Q4: 515,976 shares 515,976 $66.4M 5.2% -10,934 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; 2023Q1: 959,696 shares; 2023Q2: 946,210 shares; 2023Q3: 944,173 shares; 2023Q4: 919,044 shares; 2024Q1: 1,013,044 shares; 2024Q2: 1,067,722 shares; 2024Q3: 1,090,565 shares; 2024Q4: 1,120,199 shares 1,120,199 $50.8M 3.98% +29,634 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; 2023Q1: 955,178 shares; 2023Q2: 944,999 shares; 2023Q3: 936,441 shares; 2023Q4: 911,339 shares; 2024Q1: 993,038 shares; 2024Q2: not reported; 2024Q3: 1,069,571 shares; 2024Q4: 1,099,003 shares 1,099,003 $49.5M 3.88% +29,432 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 197,421 shares; 2023Q2: 219,284 shares; 2023Q3: 214,204 shares; 2023Q4: 214,619 shares; 2024Q1: 206,904 shares; 2024Q2: not reported; 2024Q3: 203,080 shares; 2024Q4: 193,396 shares 193,396 $48.4M 3.79% -9,684 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; 2023Q1: 515,763 shares; 2023Q2: 507,935 shares; 2023Q3: 502,009 shares; 2023Q4: 488,749 shares; 2024Q1: 540,967 shares; 2024Q2: 572,813 shares; 2024Q3: 587,281 shares; 2024Q4: 602,966 shares 602,966 $35M 2.74% +15,685 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 249,514 shares; 2023Q2: 294,473 shares; 2023Q3: 284,140 shares; 2023Q4: 286,483 shares; 2024Q1: 434,631 shares; 2024Q2: 407,600 shares; 2024Q3: 404,379 shares; 2024Q4: 396,694 shares 396,694 $34.9M 2.73% -7,685 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; 2023Q1: 1,042,465 shares; 2023Q2: 1,095,871 shares; 2023Q3: 1,113,949 shares; 2023Q4: 1,127,867 shares; 2024Q1: 1,031,530 shares; 2024Q2: not reported; 2024Q3: 1,010,000 shares; 2024Q4: 1,015,716 shares 1,015,716 $33.9M 2.65% +5,716 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; 2023Q1: 439,911 shares; 2023Q2: 453,794 shares; 2023Q3: 562,907 shares; 2023Q4: 579,168 shares; 2024Q1: 413,777 shares; 2024Q2: 430,299 shares; 2024Q3: 417,048 shares; 2024Q4: 425,367 shares 425,367 $29.3M 2.3% +8,319 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,168 shares; 2023Q2: 23,446 shares; 2023Q3: 24,734 shares; 2023Q4: 25,775 shares; 2024Q1: 22,136 shares; 2024Q2: 212,760 shares; 2024Q3: 199,530 shares; 2024Q4: 186,591 shares 186,591 $25.1M 1.96% -12,939 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; 2023Q1: 534,485 shares; 2023Q2: 550,813 shares; 2023Q3: 582,158 shares; 2023Q4: 594,113 shares; 2024Q1: 360,178 shares; 2024Q2: not reported; 2024Q3: 390,808 shares; 2024Q4: 387,857 shares 387,857 $23.8M 1.86% -2,951 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 49,845 shares; 2023Q2: 52,915 shares; 2023Q3: 54,882 shares; 2023Q4: 57,967 shares; 2024Q1: 52,473 shares; 2024Q2: not reported; 2024Q3: 53,855 shares; 2024Q4: 55,034 shares 55,034 $23.2M 1.82% +1,179 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 432,042 shares; 2023Q2: 247,840 shares; 2023Q3: 438,236 shares; 2023Q4: 257,773 shares; 2024Q1: 272,307 shares; 2024Q2: 258,044 shares; 2024Q3: 314,228 shares; 2024Q4: 249,579 shares 249,579 $22.2M 1.73% -64,649 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 171,415 shares; 2023Q2: 176,566 shares; 2023Q3: 182,695 shares; 2023Q4: 190,822 shares; 2024Q1: 180,250 shares; 2024Q2: not reported; 2024Q3: 185,636 shares; 2024Q4: 185,652 shares 185,652 $21.4M 1.67% +16 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 962,120 shares; 2024Q3: 1,000,964 shares; 2024Q4: 1,030,885 shares 1,030,885 $21.2M 1.66% +29,921 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 242,552 shares; 2023Q2: 237,279 shares; 2023Q3: 230,114 shares; 2023Q4: 224,368 shares; 2024Q1: 244,758 shares; 2024Q2: 255,035 shares; 2024Q3: 260,111 shares; 2024Q4: 266,966 shares 266,966 $20.8M 1.63% +6,855 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 47,190 shares; 2023Q2: 45,916 shares; 2023Q3: 47,739 shares; 2023Q4: 47,466 shares; 2024Q1: 135,485 shares; 2024Q2: not reported; 2024Q3: 145,415 shares; 2024Q4: 143,208 shares 143,208 $18.3M 1.43% -2,207 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 32,904 shares; 2023Q2: 31,990 shares; 2023Q3: 32,719 shares; 2023Q4: 34,104 shares; 2024Q1: 30,202 shares; 2024Q2: 29,831 shares; 2024Q3: 30,460 shares; 2024Q4: 30,052 shares 30,052 $17.6M 1.38% -408 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 214,836 shares; 2023Q4: 217,745 shares; 2024Q1: 271,488 shares; 2024Q2: 294,822 shares; 2024Q3: 294,911 shares; 2024Q4: 294,588 shares 294,588 $17.6M 1.38% -323 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 307,413 shares; 2024Q3: 315,951 shares; 2024Q4: 322,975 shares 322,975 $16M 1.25% +7,024 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 44,118 shares; 2024Q2: 47,699 shares; 2024Q3: 49,239 shares; 2024Q4: 75,221 shares 75,221 $15.8M 1.24% +25,982 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 24,694 shares; 2024Q2: not reported; 2024Q3: 258,732 shares; 2024Q4: 258,183 shares 258,183 $15.2M 1.19% -549 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; 2023Q1: 365,487 shares; 2023Q2: 277,794 shares; 2023Q3: 421,511 shares; 2023Q4: 407,676 shares; 2024Q1: 420,297 shares; 2024Q2: 288,773 shares; 2024Q3: 284,295 shares; 2024Q4: 279,399 shares 279,399 $14.3M 1.12% -4,896 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 53,685 shares; 2023Q2: 56,222 shares; 2023Q3: 54,993 shares; 2023Q4: 57,995 shares; 2024Q1: 60,483 shares; 2024Q2: not reported; 2024Q3: 59,110 shares; 2024Q4: 59,828 shares 59,828 $13.1M 1.03% +718 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 58,921 shares; 2023Q2: 58,041 shares; 2023Q3: 52,966 shares; 2023Q4: 55,005 shares; 2024Q1: 55,173 shares; 2024Q2: 55,182 shares; 2024Q3: 54,657 shares; 2024Q4: 54,019 shares 54,019 $13.1M 1.02% -638 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,916 shares; 2023Q2: 10,322 shares; 2023Q3: 11,187 shares; 2023Q4: 12,079 shares; 2024Q1: 53,981 shares; 2024Q2: 54,911 shares; 2024Q3: 54,731 shares; 2024Q4: 49,320 shares 49,320 $11.8M 0.93% -5,411 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 134,546 shares; 2024Q2: not reported; 2024Q3: 158,065 shares; 2024Q4: 172,862 shares 172,862 $11.5M 0.9% +14,797 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; 2023Q1: 48,400 shares; 2023Q2: 54,034 shares; 2023Q3: 57,143 shares; 2023Q4: 56,706 shares; 2024Q1: 53,222 shares; 2024Q2: not reported; 2024Q3: 53,268 shares; 2024Q4: 52,477 shares 52,477 $11.1M 0.87% -791 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; 2023Q1: 322,672 shares; 2023Q2: 310,512 shares; 2023Q3: 294,900 shares; 2023Q4: 283,697 shares; 2024Q1: 313,577 shares; 2024Q2: not reported; 2024Q3: 221,548 shares; 2024Q4: 227,842 shares 227,842 $11M 0.86% +6,294 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 33,084 shares; 2023Q2: 34,041 shares; 2023Q3: 34,840 shares; 2023Q4: 39,803 shares; 2024Q1: 37,663 shares; 2024Q2: not reported; 2024Q3: 37,649 shares; 2024Q4: 37,665 shares 37,665 $10.9M 0.85% +16 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 50,456 shares; 2023Q2: 51,279 shares; 2023Q3: 52,153 shares; 2023Q4: 52,227 shares; 2024Q1: 51,988 shares; 2024Q2: not reported; 2024Q3: 56,020 shares; 2024Q4: 73,193 shares 73,193 $10.6M 0.83% +17,173 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,209 shares 10,209 $10.5M 0.82% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 9,242 shares; 2023Q3: 13,625 shares; 2023Q4: 14,984 shares; 2024Q1: 81,381 shares; 2024Q2: 92,113 shares; 2024Q3: 91,552 shares; 2024Q4: 95,393 shares 95,393 $10.1M 0.79% +3,841 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,570 shares; 2023Q2: 11,390 shares; 2023Q3: 11,089 shares; 2023Q4: 10,793 shares; 2024Q1: 10,625 shares; 2024Q2: 11,712 shares; 2024Q3: 54,102 shares; 2024Q4: 91,259 shares 91,259 $9.82M 0.77% +37,157 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 35,499 shares; 2023Q2: 38,231 shares; 2023Q3: 39,894 shares; 2023Q4: 43,054 shares; 2024Q1: 44,232 shares; 2024Q2: 42,808 shares; 2024Q3: 48,734 shares; 2024Q4: 51,147 shares 51,147 $9.68M 0.76% +2,413 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 29,826 shares; 2024Q2: not reported; 2024Q3: 30,536 shares; 2024Q4: 42,306 shares 42,306 $9.65M 0.76% +11,770 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 31,749 shares; 2023Q2: 38,863 shares; 2023Q3: 39,756 shares; 2023Q4: 38,915 shares; 2024Q1: 31,632 shares; 2024Q2: not reported; 2024Q3: 32,874 shares; 2024Q4: 32,687 shares 32,687 $9.57M 0.75% -187 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 74,405 shares; 2023Q2: 74,213 shares; 2023Q3: 73,541 shares; 2023Q4: 71,620 shares; 2024Q1: 79,436 shares; 2024Q2: not reported; 2024Q3: 84,944 shares; 2024Q4: 86,899 shares 86,899 $9.38M 0.73% +1,955 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 58,966 shares; 2023Q2: 61,840 shares; 2023Q3: 63,199 shares; 2023Q4: 55,293 shares; 2024Q1: 53,828 shares; 2024Q2: not reported; 2024Q3: 46,637 shares; 2024Q4: 45,853 shares 45,853 $9.22M 0.72% -784 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; 2023Q1: 39,164 shares; 2023Q2: 40,646 shares; 2023Q3: 41,486 shares; 2023Q4: 40,634 shares; 2024Q1: 38,158 shares; 2024Q2: not reported; 2024Q3: 38,219 shares; 2024Q4: 37,686 shares 37,686 $9.08M 0.71% -533 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 51,604 shares; 2023Q2: 52,787 shares; 2023Q3: 54,131 shares; 2023Q4: 54,210 shares; 2024Q1: 54,030 shares; 2024Q2: not reported; 2024Q3: 53,807 shares; 2024Q4: 54,103 shares 54,103 $9.07M 0.71% +296 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 73,602 shares; 2023Q2: 221,988 shares; 2023Q3: 306,749 shares; 2023Q4: 349,222 shares; 2024Q1: 368,603 shares; 2024Q2: 292,949 shares; 2024Q3: 324,004 shares; 2024Q4: 338,800 shares 338,800 $9.05M 0.71% +14,796 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,278 shares; 2024Q1: 149,734 shares; 2024Q2: 161,138 shares; 2024Q3: 160,945 shares; 2024Q4: 161,624 shares 161,624 $8.95M 0.7% +679 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,300 shares; 2023Q2: 4,456 shares; 2023Q3: 4,079 shares; 2023Q4: 44,214 shares; 2024Q1: 63,502 shares; 2024Q2: 66,025 shares; 2024Q3: 103,084 shares; 2024Q4: 87,675 shares 87,675 $8.72M 0.68% -15,409 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 22,984 shares; 2023Q2: 29,242 shares; 2023Q3: 27,744 shares; 2023Q4: 24,464 shares; 2024Q1: 24,003 shares; 2024Q2: not reported; 2024Q3: 24,191 shares; 2024Q4: 22,277 shares 22,277 $8.67M 0.68% -1,914 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 56,161 shares; 2023Q2: 57,775 shares; 2023Q3: 58,816 shares; 2023Q4: 58,064 shares; 2024Q1: 150,374 shares; 2024Q2: not reported; 2024Q3: 123,400 shares; 2024Q4: 94,142 shares 94,142 $8.51M 0.67% -29,258 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,172 shares; 2023Q2: 25,375 shares; 2023Q3: 26,012 shares; 2023Q4: 25,802 shares; 2024Q1: 21,191 shares; 2024Q2: 24,226 shares; 2024Q3: 22,788 shares; 2024Q4: 24,114 shares 24,114 $8.48M 0.66% +1,326 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 81,094 shares; 2024Q1: 79,978 shares; 2024Q2: not reported; 2024Q3: 79,809 shares; 2024Q4: 102,859 shares 102,859 $8.47M 0.66% +23,050 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 29,642 shares; 2024Q2: not reported; 2024Q3: 29,458 shares; 2024Q4: 23,956 shares 23,956 $8.35M 0.65% -5,502 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 135,421 shares; 2023Q2: 290,777 shares; 2023Q3: 111,572 shares; 2023Q4: 253,615 shares; 2024Q1: 153,586 shares; 2024Q2: not reported; 2024Q3: 276,884 shares; 2024Q4: 163,439 shares 163,439 $8.09M 0.63% -113,445 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 32,930 shares; 2023Q2: 33,061 shares; 2023Q3: 35,339 shares; 2023Q4: 41,612 shares; 2024Q1: 41,743 shares; 2024Q2: not reported; 2024Q3: 41,811 shares; 2024Q4: 43,136 shares 43,136 $8.09M 0.63% +1,325 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 25,000 shares; 2023Q4: 25,000 shares; 2024Q1: 140,690 shares; 2024Q2: not reported; 2024Q3: 60,594 shares; 2024Q4: 156,394 shares 156,394 $7.88M 0.62% +95,800 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 27,594 shares; 2023Q4: 32,973 shares; 2024Q1: 36,436 shares; 2024Q2: not reported; 2024Q3: 37,372 shares; 2024Q4: 36,881 shares 36,881 $7.83M 0.61% -491 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 53,134 shares; 2023Q2: 55,070 shares; 2023Q3: 56,145 shares; 2023Q4: 55,676 shares; 2024Q1: 52,563 shares; 2024Q2: not reported; 2024Q3: 53,261 shares; 2024Q4: 51,400 shares 51,400 $7.82M 0.61% -1,861 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 160,636 shares; 2024Q3: 163,924 shares; 2024Q4: 168,320 shares 168,320 $7.79M 0.61% +4,396 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,422 shares; 2023Q2: 11,923 shares; 2023Q3: 13,117 shares; 2023Q4: 14,308 shares; 2024Q1: 14,144 shares; 2024Q2: 14,369 shares; 2024Q3: 14,462 shares; 2024Q4: 14,637 shares 14,637 $7.71M 0.6% +175 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,754 shares; 2023Q2: 19,405 shares; 2023Q3: 21,547 shares; 2023Q4: 23,317 shares; 2024Q1: 22,923 shares; 2024Q2: 23,088 shares; 2024Q3: 23,456 shares; 2024Q4: 24,291 shares 24,291 $7.68M 0.6% +835 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 81,159 shares; 2023Q2: 97,065 shares; 2023Q3: 99,482 shares; 2023Q4: 111,951 shares; 2024Q1: 94,402 shares; 2024Q2: 85,293 shares; 2024Q3: 84,167 shares; 2024Q4: 105,466 shares 105,466 $7.56M 0.59% +21,299 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 25,225 shares; 2023Q2: 29,507 shares; 2023Q3: 30,233 shares; 2023Q4: 30,675 shares; 2024Q1: 25,605 shares; 2024Q2: not reported; 2024Q3: 24,456 shares; 2024Q4: 29,005 shares 29,005 $7.56M 0.59% +4,549 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 530 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,903 shares 14,903 $7.24M 0.57% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 73,640 shares; 2024Q3: 84,106 shares; 2024Q4: 84,934 shares 84,934 $7.23M 0.57% +828 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 51,920 shares; 2023Q2: 52,293 shares; 2023Q3: 52,606 shares; 2023Q4: 53,144 shares; 2024Q1: 53,635 shares; 2024Q2: not reported; 2024Q3: 56,397 shares; 2024Q4: 57,111 shares 57,111 $7.2M 0.56% +714 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 97,182 shares; 2024Q4: 94,678 shares 94,678 $7.17M 0.56% -2,504 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 38,641 shares; 2024Q2: not reported; 2024Q3: 40,314 shares; 2024Q4: 41,751 shares 41,751 $7.07M 0.55% +1,437 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; 2023Q1: 77,917 shares; 2023Q2: 89,775 shares; 2023Q3: 195,648 shares; 2023Q4: 126,092 shares; 2024Q1: 104,003 shares; 2024Q2: not reported; 2024Q3: 132,041 shares; 2024Q4: 138,713 shares 138,713 $6.95M 0.54% +6,672 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 7,702 shares; 2023Q3: 8,047 shares; 2023Q4: 9,790 shares; 2024Q1: 12,957 shares; 2024Q2: not reported; 2024Q3: 13,205 shares; 2024Q4: 13,247 shares 13,247 $6.89M 0.54% +42 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,553 shares; 2023Q2: 26,250 shares; 2023Q3: 27,067 shares; 2023Q4: 26,817 shares; 2024Q1: 26,501 shares; 2024Q2: not reported; 2024Q3: 13,648 shares; 2024Q4: 13,432 shares 13,432 $6.87M 0.54% -216 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; 2023Q1: 43,162 shares; 2023Q2: 40,356 shares; 2023Q3: 45,652 shares; 2023Q4: 48,190 shares; 2024Q1: 49,045 shares; 2024Q2: not reported; 2024Q3: 52,878 shares; 2024Q4: 52,832 shares 52,832 $6.38M 0.5% -46 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 298,646 shares; 2023Q2: 270,226 shares; 2023Q3: 262,677 shares; 2023Q4: 233,634 shares; 2024Q1: 419,445 shares; 2024Q2: 439,690 shares; 2024Q3: 452,596 shares; 2024Q4: 480,543 shares 480,543 $6.24M 0.49% +27,947 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 41,619 shares; 2023Q2: 49,141 shares; 2023Q3: 57,936 shares; 2023Q4: 70,854 shares; 2024Q1: 72,384 shares; 2024Q2: 91,833 shares; 2024Q3: 100,066 shares; 2024Q4: 101,656 shares 101,656 $5.85M 0.46% +1,590 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,406 shares; 2023Q2: 24,974 shares; 2023Q3: 27,355 shares; 2023Q4: 29,867 shares; 2024Q1: 29,348 shares; 2024Q2: not reported; 2024Q3: 48,347 shares; 2024Q4: 79,608 shares 79,608 $5.53M 0.43% +31,261 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,011 shares; 2024Q4: 105,321 shares 105,321 $5.29M 0.41% +101,310 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 64,311 shares 64,311 $5.16M 0.4% new Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 136,033 shares; 2024Q4: 123,304 shares 123,304 $5.11M 0.4% -12,729 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 173,608 shares 173,608 $5.11M 0.4% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 98,081 shares 98,081 $5.1M 0.4% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 32,894 shares; 2023Q2: 33,037 shares; 2023Q3: 55,370 shares; 2023Q4: 59,144 shares; 2024Q1: 67,321 shares; 2024Q2: not reported; 2024Q3: 78,213 shares; 2024Q4: 51,257 shares 51,257 $4.84M 0.38% -26,956 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,803 shares; 2023Q2: 7,748 shares; 2023Q3: 8,819 shares; 2023Q4: 9,322 shares; 2024Q1: 9,721 shares; 2024Q2: not reported; 2024Q3: 10,180 shares; 2024Q4: 10,185 shares 10,185 $4.62M 0.36% +5 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 370 shares; 2024Q1: 535 shares; 2024Q2: 9,958 shares; 2024Q3: 10,331 shares; 2024Q4: 10,125 shares 10,125 $4.5M 0.35% -206 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,048 shares; 2023Q2: 7,914 shares; 2023Q3: 5,400 shares; 2023Q4: 4,804 shares; 2024Q1: 5,254 shares; 2024Q2: 5,260 shares; 2024Q3: 5,358 shares; 2024Q4: 4,868 shares 4,868 $4.46M 0.35% -490 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 322 shares; 2023Q3: 312 shares; 2023Q4: 387 shares; 2024Q1: 448 shares; 2024Q2: 435 shares; 2024Q3: 17,368 shares; 2024Q4: 18,687 shares 18,687 $4.33M 0.34% +1,319 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,102 shares; 2024Q1: 5,607 shares; 2024Q2: not reported; 2024Q3: 5,200 shares; 2024Q4: 5,103 shares 5,103 $3.94M 0.31% -97 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13,431 shares; 2024Q1: 27,818 shares; 2024Q2: not reported; 2024Q3: 128,120 shares; 2024Q4: 171,205 shares 171,205 $3.9M 0.31% +43,085 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,652 shares; 2023Q2: 23,039 shares; 2023Q3: 28,293 shares; 2023Q4: 26,158 shares; 2024Q1: 27,760 shares; 2024Q2: not reported; 2024Q3: 31,833 shares; 2024Q4: 31,741 shares 31,741 $3.83M 0.3% -92 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,331 shares; 2024Q1: 18,292 shares; 2024Q2: 32,299 shares; 2024Q3: 112,489 shares; 2024Q4: 152,044 shares 152,044 $3.79M 0.3% +39,555 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,658 shares; 2024Q1: 17,931 shares; 2024Q2: 32,327 shares; 2024Q3: 116,273 shares; 2024Q4: 157,585 shares 157,585 $3.78M 0.3% +41,312 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,403 shares; 2024Q2: 26,760 shares; 2024Q3: 106,862 shares; 2024Q4: 150,720 shares 150,720 $3.78M 0.3% +43,858 IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14,784 shares; 2024Q2: 28,501 shares; 2024Q3: 112,602 shares; 2024Q4: 153,756 shares 153,756 $3.7M 0.29% +41,154 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,589 shares; 2024Q1: 21,023 shares; 2024Q2: 35,332 shares; 2024Q3: 126,299 shares; 2024Q4: 172,392 shares 172,392 $3.68M 0.29% +46,093 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,799 shares; 2023Q2: 19,150 shares; 2023Q3: 19,078 shares; 2023Q4: 20,608 shares; 2024Q1: 22,064 shares; 2024Q2: 18,431 shares; 2024Q3: 18,341 shares; 2024Q4: 19,235 shares 19,235 $3.66M 0.29% +894 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,344 shares; 2023Q4: 7,543 shares; 2024Q1: 8,588 shares; 2024Q2: not reported; 2024Q3: 10,147 shares; 2024Q4: 20,118 shares 20,118 $3.66M 0.29% +9,971 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,313 shares; 2024Q4: 7,962 shares 7,962 $3.61M 0.28% +649 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,430 shares; 2024Q2: 31,417 shares; 2024Q3: 126,019 shares; 2024Q4: 174,222 shares 174,222 $3.55M 0.28% +48,203 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,589 shares; 2023Q2: 4,028 shares; 2023Q3: 4,347 shares; 2023Q4: 5,395 shares; 2024Q1: 5,456 shares; 2024Q2: 5,375 shares; 2024Q3: 5,292 shares; 2024Q4: 6,035 shares 6,035 $3.54M 0.28% +743 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,504 shares; 2024Q2: 22,579 shares; 2024Q3: 100,636 shares; 2024Q4: 140,441 shares 140,441 $3.45M 0.27% +39,805 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,255 shares; 2024Q2: not reported; 2024Q3: 98,241 shares; 2024Q4: 137,110 shares 137,110 $3.44M 0.27% +38,869 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 36,905 shares; 2023Q2: 43,969 shares; 2023Q3: 97,714 shares; 2023Q4: 66,471 shares; 2024Q1: 53,438 shares; 2024Q2: 52,712 shares; 2024Q3: 63,820 shares; 2024Q4: 66,308 shares 66,308 $3.43M 0.27% +2,488 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,340 shares; 2023Q2: 11,794 shares; 2023Q3: 12,067 shares; 2023Q4: 12,315 shares; 2024Q1: 10,715 shares; 2024Q2: 10,467 shares; 2024Q3: 10,331 shares; 2024Q4: 10,192 shares 10,192 $3.41M 0.27% -139 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,087 shares; 2023Q2: 3,947 shares; 2023Q3: 3,944 shares; 2023Q4: 3,116 shares; 2024Q1: 3,345 shares; 2024Q2: 3,363 shares; 2024Q3: 3,309 shares; 2024Q4: 3,207 shares 3,207 $3.4M 0.27% -102 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 54,414 shares; 2024Q2: not reported; 2024Q3: 74,196 shares; 2024Q4: 75,199 shares 75,199 $3.37M 0.26% +1,003 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 21,323 shares; 2023Q3: 23,441 shares; 2023Q4: 23,904 shares; 2024Q1: 30,946 shares; 2024Q2: 34,207 shares; 2024Q3: 33,692 shares; 2024Q4: 31,335 shares 31,335 $3.37M 0.26% -2,357 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,885 shares; 2023Q2: 3,953 shares; 2023Q3: 4,769 shares; 2023Q4: 5,214 shares; 2024Q1: 4,504 shares; 2024Q2: not reported; 2024Q3: 18,349 shares; 2024Q4: 17,857 shares 17,857 $3.26M 0.26% -492 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,235 shares; 2024Q4: 22,248 shares 22,248 $3.25M 0.25% +4,013 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 830 shares; 2024Q1: 865 shares; 2024Q2: 8,459 shares; 2024Q3: 8,616 shares; 2024Q4: 9,532 shares 9,532 $3.16M 0.25% +916 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 23,809 shares; 2023Q4: 44,977 shares; 2024Q1: 38,737 shares; 2024Q2: not reported; 2024Q3: 37,660 shares; 2024Q4: 34,262 shares 34,262 $3.08M 0.24% -3,398 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,777 shares; 2023Q2: 6,402 shares; 2023Q3: 10,092 shares; 2023Q4: 10,972 shares; 2024Q1: 13,233 shares; 2024Q2: not reported; 2024Q3: 13,712 shares; 2024Q4: 13,159 shares 13,159 $3.01M 0.24% -553 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,735 shares; 2023Q2: 33,157 shares; 2023Q3: 34,114 shares; 2023Q4: 39,221 shares; 2024Q1: 41,846 shares; 2024Q2: 46,667 shares; 2024Q3: 54,954 shares; 2024Q4: 54,238 shares 54,238 $2.85M 0.22% -716 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; 2023Q1: 4,999 shares; 2023Q2: 7,617 shares; 2023Q3: 9,168 shares; 2023Q4: 10,028 shares; 2024Q1: 10,679 shares; 2024Q2: 10,925 shares; 2024Q3: 12,985 shares; 2024Q4: 12,755 shares 12,755 $2.82M 0.22% -230 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 47,642 shares; 2024Q2: 46,938 shares; 2024Q3: 46,715 shares; 2024Q4: 52,408 shares 52,408 $2.78M 0.22% +5,693 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 180,735 shares; 2023Q2: 46,353 shares; 2023Q3: 48,721 shares; 2023Q4: 48,721 shares; 2024Q1: 159,785 shares; 2024Q2: 167,329 shares; 2024Q3: 49,930 shares; 2024Q4: 50,307 shares 50,307 $2.75M 0.22% +377 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 22,019 shares; 2023Q2: 21,345 shares; 2023Q3: 21,524 shares; 2023Q4: 21,652 shares; 2024Q1: 22,163 shares; 2024Q2: not reported; 2024Q3: 21,807 shares; 2024Q4: 21,860 shares 21,860 $2.64M 0.21% +53 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,746 shares 8,746 $2.63M 0.21% new Timeline ANSYS INC COM ANSYS INC COM More: the full row for ANSYS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,100 shares; 2023Q2: 4,853 shares; 2023Q3: 4,885 shares; 2023Q4: 5,792 shares; 2024Q1: 6,249 shares; 2024Q2: 5,891 shares; 2024Q3: 7,112 shares; 2024Q4: 7,056 shares 7,056 $2.38M 0.19% -56 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 28,534 shares; 2024Q2: not reported; 2024Q3: 26,352 shares; 2024Q4: 28,200 shares 28,200 $2.3M 0.18% +1,848 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 47,335 shares; 2024Q2: 60,636 shares; 2024Q3: 56,865 shares; 2024Q4: 41,867 shares 41,867 $2.24M 0.18% -14,998 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,133 shares; 2023Q2: 3,167 shares; 2023Q3: 3,210 shares; 2023Q4: 3,098 shares; 2024Q1: 2,844 shares; 2024Q2: not reported; 2024Q3: 3,404 shares; 2024Q4: 3,746 shares 3,746 $2.21M 0.17% +342 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; 2023Q1: 22,485 shares; 2023Q2: 29,707 shares; 2023Q3: 31,651 shares; 2023Q4: 36,047 shares; 2024Q1: 38,235 shares; 2024Q2: 40,085 shares; 2024Q3: 44,273 shares; 2024Q4: 46,262 shares 46,262 $1.95M 0.15% +1,989 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,090 shares; 2023Q2: 1,130 shares; 2023Q3: 1,134 shares; 2023Q4: 1,094 shares; 2024Q1: 1,239 shares; 2024Q2: not reported; 2024Q3: 3,533 shares; 2024Q4: 3,267 shares 3,267 $1.76M 0.14% -266 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,727 shares; 2023Q2: 18,493 shares; 2023Q3: 19,485 shares; 2023Q4: 19,696 shares; 2024Q1: 20,564 shares; 2024Q2: 1,021 shares; 2024Q3: 1,088 shares; 2024Q4: 3,416 shares 3,416 $1.73M 0.14% +2,328 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,158 shares; 2024Q2: not reported; 2024Q3: 20,298 shares; 2024Q4: 19,634 shares 19,634 $1.69M 0.13% -664 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,410 shares; 2024Q1: 13,285 shares; 2024Q2: not reported; 2024Q3: 17,424 shares; 2024Q4: 17,111 shares 17,111 $1.58M 0.12% -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; 2023Q1: 6,211 shares; 2023Q2: 5,755 shares; 2023Q3: 5,424 shares; 2023Q4: 5,011 shares; 2024Q1: 4,742 shares; 2024Q2: not reported; 2024Q3: 4,343 shares; 2024Q4: 4,380 shares 4,380 $1.58M 0.12% +37 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,832 shares 8,832 $1.56M 0.12% new Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,337 shares; 2023Q2: 23,588 shares; 2023Q3: 24,287 shares; 2023Q4: 25,214 shares; 2024Q1: 28,055 shares; 2024Q2: not reported; 2024Q3: 32,402 shares; 2024Q4: 31,684 shares 31,684 $1.52M 0.12% -718 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,647 shares; 2024Q4: 20,029 shares 20,029 $1.51M 0.12% +382 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,758 shares; 2023Q2: 10,383 shares; 2023Q3: 10,382 shares; 2023Q4: 10,116 shares; 2024Q1: 10,247 shares; 2024Q2: not reported; 2024Q3: 8,997 shares; 2024Q4: 8,942 shares 8,942 $1.51M 0.12% -55 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,912 shares; 2023Q2: 2,287 shares; 2023Q3: 2,533 shares; 2023Q4: 2,540 shares; 2024Q1: 2,431 shares; 2024Q2: not reported; 2024Q3: 3,894 shares; 2024Q4: 3,683 shares 3,683 $1.51M 0.12% -211 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 78,558 shares; 2023Q2: 77,667 shares; 2023Q3: 81,335 shares; 2023Q4: 94,619 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,822 shares; 2024Q4: 16,908 shares 16,908 $1.48M 0.12% -1,914 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,079 shares; 2023Q2: 1,079 shares; 2023Q3: 1,079 shares; 2023Q4: 1,080 shares; 2024Q1: 1,200 shares; 2024Q2: 1,237 shares; 2024Q3: 2,008 shares; 2024Q4: 2,179 shares 2,179 $1.36M 0.11% +171 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 14,522 shares; 2023Q3: 21,213 shares; 2023Q4: 28,141 shares; 2024Q1: 22,733 shares; 2024Q2: 16,094 shares; 2024Q3: 12,998 shares; 2024Q4: 20,422 shares 20,422 $1.27M 0.1% +7,424 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,468 shares; 2023Q2: 18,469 shares; 2023Q3: 23,636 shares; 2023Q4: 25,603 shares; 2024Q1: 25,168 shares; 2024Q2: not reported; 2024Q3: 19,194 shares; 2024Q4: 16,765 shares 16,765 $1.27M 0.1% -2,429 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,216 shares; 2023Q2: 4,820 shares; 2023Q3: 4,302 shares; 2023Q4: 4,534 shares; 2024Q1: 4,762 shares; 2024Q2: 3,047 shares; 2024Q3: 3,026 shares; 2024Q4: 3,101 shares 3,101 $1.25M 0.1% +75 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 572 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 491 shares; 2024Q2: 826 shares; 2024Q3: 1,380 shares; 2024Q4: 1,321 shares 1,321 $1.18M 0.09% -59 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,851 shares; 2023Q2: 2,722 shares; 2023Q3: 2,738 shares; 2023Q4: 5,910 shares; 2024Q1: 5,977 shares; 2024Q2: 6,742 shares; 2024Q3: 6,769 shares; 2024Q4: 6,780 shares 6,780 $1.17M 0.09% +11 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,044 shares; 2023Q2: 8,354 shares; 2023Q3: 8,049 shares; 2023Q4: 9,123 shares; 2024Q1: 9,073 shares; 2024Q2: 9,207 shares; 2024Q3: 10,563 shares; 2024Q4: 10,612 shares 10,612 $1.06M 0.08% +49 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,857 shares; 2024Q2: not reported; 2024Q3: 4,803 shares; 2024Q4: 5,044 shares 5,044 $996K 0.08% +241 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,912 shares; 2024Q2: 12,231 shares; 2024Q3: 16,150 shares; 2024Q4: 25,381 shares 25,381 $981K 0.08% +9,231 Timeline ETHV VANECK ETHEREUM TR More: the full row for VANECK ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,506 shares; 2024Q4: 20,027 shares 20,027 $978K 0.08% +1,521 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 27,562 shares; 2023Q2: 29,510 shares; 2023Q3: 29,629 shares; 2023Q4: 28,020 shares; 2024Q1: 28,592 shares; 2024Q2: 29,380 shares; 2024Q3: 42,397 shares; 2024Q4: 42,724 shares 42,724 $973K 0.08% +327 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,643 shares; 2023Q2: 1,643 shares; 2023Q3: 1,643 shares; 2023Q4: 1,981 shares; 2024Q1: 3,073 shares; 2024Q2: not reported; 2024Q3: 6,054 shares; 2024Q4: 5,751 shares 5,751 $935K 0.07% -303 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,238 shares 10,238 $898K 0.07% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,110 shares; 2023Q2: 1,165 shares; 2023Q3: 1,513 shares; 2023Q4: 2,386 shares; 2024Q1: 2,419 shares; 2024Q2: not reported; 2024Q3: 2,174 shares; 2024Q4: 2,162 shares 2,162 $784K 0.06% -12 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,739 shares; 2023Q2: 1,664 shares; 2023Q3: 1,661 shares; 2023Q4: 2,594 shares; 2024Q1: 12,889 shares; 2024Q2: not reported; 2024Q3: 12,206 shares; 2024Q4: 12,367 shares 12,367 $771K 0.06% +161 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,638 shares; 2023Q2: 3,168 shares; 2023Q3: 4,713 shares; 2023Q4: 4,628 shares; 2024Q1: 4,629 shares; 2024Q2: not reported; 2024Q3: 4,657 shares; 2024Q4: 4,657 shares 4,657 $743K 0.06% 0 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 13,509 shares; 2023Q4: 13,006 shares; 2024Q1: 13,717 shares; 2024Q2: not reported; 2024Q3: 13,717 shares; 2024Q4: 11,867 shares 11,867 $730K 0.06% -1,850 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,199 shares; 2023Q2: 12,449 shares; 2023Q3: 11,975 shares; 2023Q4: 12,231 shares; 2024Q1: 8,291 shares; 2024Q2: 9,932 shares; 2024Q3: 9,745 shares; 2024Q4: 8,254 shares 8,254 $707K 0.06% -1,491 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; 2023Q1: 405 shares; 2023Q2: 402 shares; 2023Q3: 397 shares; 2023Q4: 471 shares; 2024Q1: 836 shares; 2024Q2: 947 shares; 2024Q3: 1,213 shares; 2024Q4: 1,000 shares 1,000 $693K 0.05% -213 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,565 shares; 2024Q2: 5,217 shares; 2024Q3: 7,454 shares; 2024Q4: 5,875 shares 5,875 $690K 0.05% -1,579 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; 2023Q1: 238,109 shares; 2023Q2: 236,558 shares; 2023Q3: 229,555 shares; 2023Q4: 232,418 shares; 2024Q1: 10,438 shares; 2024Q2: not reported; 2024Q3: 9,934 shares; 2024Q4: 9,566 shares 9,566 $688K 0.05% -368 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,986 shares; 2023Q2: 5,120 shares; 2023Q3: 4,995 shares; 2023Q4: 5,168 shares; 2024Q1: 5,073 shares; 2024Q2: not reported; 2024Q3: 5,099 shares; 2024Q4: 4,979 shares 4,979 $673K 0.05% -120 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,150 shares; 2024Q3: 15,930 shares; 2024Q4: 18,300 shares 18,300 $644K 0.05% +2,370 Timeline GOVZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 63,590 shares; 2024Q4: 63,979 shares 63,979 $632K 0.05% +389 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,352 shares; 2024Q4: 11,352 shares 11,352 $610K 0.05% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,572 shares; 2024Q4: 10,572 shares 10,572 $606K 0.05% 0 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,479 shares 5,479 $606K 0.05% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 72,369 shares; 2023Q2: 71,518 shares; 2023Q3: 71,365 shares; 2023Q4: 69,778 shares; 2024Q1: 77,059 shares; 2024Q2: not reported; 2024Q3: 6,979 shares; 2024Q4: 6,508 shares 6,508 $602K 0.05% -471 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; 2023Q1: 64,953 shares; 2023Q2: 4,297 shares; 2023Q3: 4,045 shares; 2023Q4: 4,445 shares; 2024Q1: 4,926 shares; 2024Q2: not reported; 2024Q3: 5,520 shares; 2024Q4: 5,380 shares 5,380 $571K 0.04% -140 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,501 shares; 2024Q4: 8,999 shares 8,999 $557K 0.04% -502 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,282 shares; 2024Q2: not reported; 2024Q3: 1,935 shares; 2024Q4: 1,840 shares 1,840 $553K 0.04% -95 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 17,667 shares; 2023Q2: 17,272 shares; 2023Q3: 16,979 shares; 2023Q4: 17,229 shares; 2024Q1: 17,480 shares; 2024Q2: not reported; 2024Q3: 17,116 shares; 2024Q4: 17,020 shares 17,020 $534K 0.04% -96 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,255 shares; 2023Q2: 2,057 shares; 2023Q3: 2,305 shares; 2023Q4: 2,618 shares; 2024Q1: 2,695 shares; 2024Q2: 2,825 shares; 2024Q3: 2,903 shares; 2024Q4: 2,984 shares 2,984 $530K 0.04% +81 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,988 shares; 2023Q3: 2,565 shares; 2023Q4: 2,786 shares; 2024Q1: 2,771 shares; 2024Q2: 2,738 shares; 2024Q3: 2,862 shares; 2024Q4: 3,074 shares 3,074 $512K 0.04% +212 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,564 shares; 2023Q2: 3,585 shares; 2023Q3: 4,102 shares; 2023Q4: 4,294 shares; 2024Q1: 4,230 shares; 2024Q2: not reported; 2024Q3: 4,187 shares; 2024Q4: 4,229 shares 4,229 $509K 0.04% +42 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,240 shares; 2024Q4: 11,213 shares 11,213 $508K 0.04% +5,973 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,268 shares; 2024Q3: 8,383 shares; 2024Q4: 7,900 shares 7,900 $507K 0.04% -483 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 33,578 shares; 2024Q2: 32,429 shares; 2024Q3: 28,220 shares; 2024Q4: 18,983 shares 18,983 $498K 0.04% -9,237 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,776 shares; 2023Q2: 19,482 shares; 2023Q3: 18,897 shares; 2023Q4: 17,049 shares; 2024Q1: 8,496 shares; 2024Q2: 6,344 shares; 2024Q3: 6,293 shares; 2024Q4: 6,155 shares 6,155 $487K 0.04% -138 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,176 shares; 2023Q2: 1,194 shares; 2023Q3: 1,160 shares; 2023Q4: 1,123 shares; 2024Q1: 1,174 shares; 2024Q2: 1,165 shares; 2024Q3: 1,172 shares; 2024Q4: 1,142 shares 1,142 $486K 0.04% -30 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,734 shares; 2024Q2: not reported; 2024Q3: 7,497 shares; 2024Q4: 6,521 shares 6,521 $483K 0.04% -976 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,564 shares; 2023Q2: 2,565 shares; 2023Q3: 2,641 shares; 2023Q4: 2,575 shares; 2024Q1: 2,584 shares; 2024Q2: not reported; 2024Q3: 2,584 shares; 2024Q4: 2,511 shares 2,511 $479K 0.04% -73 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; 2023Q1: 240,486 shares; 2023Q2: 248,747 shares; 2023Q3: 260,256 shares; 2023Q4: 274,891 shares; 2024Q1: 9,600 shares; 2024Q2: not reported; 2024Q3: 8,464 shares; 2024Q4: 8,089 shares 8,089 $464K 0.04% -375 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,696 shares; 2024Q4: 5,513 shares 5,513 $464K 0.04% -183 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32,088 shares 32,088 $462K 0.04% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,423 shares; 2023Q2: 8,302 shares; 2023Q3: 9,497 shares; 2023Q4: 9,233 shares; 2024Q1: 9,500 shares; 2024Q2: not reported; 2024Q3: 10,056 shares; 2024Q4: 10,322 shares 10,322 $454K 0.04% +266 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,592 shares; 2023Q2: 1,675 shares; 2023Q3: 1,680 shares; 2023Q4: 1,689 shares; 2024Q1: 1,883 shares; 2024Q2: not reported; 2024Q3: 1,613 shares; 2024Q4: 1,531 shares 1,531 $444K 0.03% -82 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,324 shares; 2024Q4: 9,324 shares 9,324 $434K 0.03% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,674 shares; 2024Q4: 18,677 shares 18,677 $433K 0.03% +13,003 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 144,847 shares; 2023Q2: 146,511 shares; 2023Q3: 149,192 shares; 2023Q4: 8,890 shares; 2024Q1: 9,656 shares; 2024Q2: not reported; 2024Q3: 16,443 shares; 2024Q4: 16,148 shares 16,148 $428K 0.03% -295 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,870 shares; 2023Q2: 5,691 shares; 2023Q3: 4,639 shares; 2023Q4: 4,663 shares; 2024Q1: 4,466 shares; 2024Q2: not reported; 2024Q3: 6,377 shares; 2024Q4: 6,368 shares 6,368 $424K 0.03% -9 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; 2023Q1: 78,712 shares; 2023Q2: 82,430 shares; 2023Q3: 84,248 shares; 2023Q4: 83,937 shares; 2024Q1: 83,939 shares; 2024Q2: not reported; 2024Q3: 65,806 shares; 2024Q4: 3,416 shares 3,416 $423K 0.03% -62,390 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,881 shares; 2024Q4: 17,866 shares 17,866 $423K 0.03% +11,985 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,355 shares; 2023Q2: 1,356 shares; 2023Q3: 1,356 shares; 2023Q4: 1,357 shares; 2024Q1: 1,358 shares; 2024Q2: not reported; 2024Q3: 1,380 shares; 2024Q4: 1,047 shares 1,047 $421K 0.03% -333 Timeline YMAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,066 shares; 2024Q4: 24,696 shares 24,696 $419K 0.03% +10,630 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,587 shares; 2023Q2: 8,817 shares; 2023Q3: 8,444 shares; 2023Q4: 8,790 shares; 2024Q1: 13,541 shares; 2024Q2: 13,396 shares; 2024Q3: 13,138 shares; 2024Q4: 8,494 shares 8,494 $411K 0.03% -4,644 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,397 shares; 2024Q2: 4,397 shares; 2024Q3: 4,397 shares; 2024Q4: 4,397 shares 4,397 $406K 0.03% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,658 shares; 2024Q2: 2,658 shares; 2024Q3: 2,667 shares; 2024Q4: 5,337 shares 5,337 $405K 0.03% +2,670 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 47,065 shares; 2023Q2: 46,203 shares; 2023Q3: 46,199 shares; 2023Q4: 43,169 shares; 2024Q1: 48,726 shares; 2024Q2: not reported; 2024Q3: 44,775 shares; 2024Q4: 40,833 shares 40,833 $404K 0.03% -3,942 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,524 shares; 2023Q2: 24,542 shares; 2023Q3: 24,869 shares; 2023Q4: 32,139 shares; 2024Q1: 36,013 shares; 2024Q2: not reported; 2024Q3: 24,313 shares; 2024Q4: 24,614 shares 24,614 $400K 0.03% +301 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,321 shares; 2023Q2: 2,786 shares; 2023Q3: not reported; 2023Q4: 3,489 shares; 2024Q1: 3,821 shares; 2024Q2: not reported; 2024Q3: 4,840 shares; 2024Q4: 4,120 shares 4,120 $399K 0.03% -720 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 85,493 shares; 2023Q2: 87,829 shares; 2023Q3: 89,677 shares; 2023Q4: 79,395 shares; 2024Q1: 4,824 shares; 2024Q2: not reported; 2024Q3: 3,060 shares; 2024Q4: 3,432 shares 3,432 $397K 0.03% +372 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,555 shares; 2023Q2: 3,561 shares; 2023Q3: not reported; 2023Q4: 3,520 shares; 2024Q1: 3,374 shares; 2024Q2: not reported; 2024Q3: 6,650 shares; 2024Q4: 6,298 shares 6,298 $392K 0.03% -352 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,948 shares; 2024Q2: not reported; 2024Q3: 2,609 shares; 2024Q4: 2,791 shares 2,791 $378K 0.03% +182 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 15,051 shares; 2023Q4: 7,457 shares; 2024Q1: 7,457 shares; 2024Q2: 7,457 shares; 2024Q3: 7,457 shares; 2024Q4: 8,470 shares 8,470 $374K 0.03% +1,013 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; 2023Q1: 1,649 shares; 2023Q2: 1,651 shares; 2023Q3: 1,847 shares; 2023Q4: 1,616 shares; 2024Q1: 1,633 shares; 2024Q2: 1,534 shares; 2024Q3: 1,662 shares; 2024Q4: 1,662 shares 1,662 $373K 0.03% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,392 shares; 2023Q2: 3,394 shares; 2023Q3: 3,396 shares; 2023Q4: 3,454 shares; 2024Q1: 3,476 shares; 2024Q2: not reported; 2024Q3: 3,520 shares; 2024Q4: 3,535 shares 3,535 $366K 0.03% +15 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,850 shares; 2023Q2: 18,025 shares; 2023Q3: 21,271 shares; 2023Q4: 23,088 shares; 2024Q1: 24,340 shares; 2024Q2: not reported; 2024Q3: 3,421 shares; 2024Q4: 3,901 shares 3,901 $356K 0.03% +480 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,072 shares; 2023Q2: 9,609 shares; 2023Q3: 8,684 shares; 2023Q4: 8,340 shares; 2024Q1: 8,731 shares; 2024Q2: 9,193 shares; 2024Q3: 6,369 shares; 2024Q4: 7,018 shares 7,018 $354K 0.03% +649 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,118 shares; 2023Q4: 6,203 shares; 2024Q1: 6,364 shares; 2024Q2: 6,381 shares; 2024Q3: 6,405 shares; 2024Q4: 5,173 shares 5,173 $349K 0.03% -1,232 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 129,434 shares; 2023Q2: 140,058 shares; 2023Q3: 143,658 shares; 2023Q4: 145,512 shares; 2024Q1: 143,742 shares; 2024Q2: 151,481 shares; 2024Q3: 6,473 shares; 2024Q4: 5,897 shares 5,897 $349K 0.03% -576 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 618 shares; 2023Q2: 619 shares; 2023Q3: 572 shares; 2023Q4: 539 shares; 2024Q1: 1,613 shares; 2024Q2: not reported; 2024Q3: 1,637 shares; 2024Q4: 1,618 shares 1,618 $349K 0.03% -19 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; 2023Q1: 15,101 shares; 2023Q2: 14,375 shares; 2023Q3: 13,693 shares; 2023Q4: 10,711 shares; 2024Q1: 5,494 shares; 2024Q2: 4,952 shares; 2024Q3: 4,558 shares; 2024Q4: 4,417 shares 4,417 $347K 0.03% -141 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,689 shares; 2023Q2: 5,927 shares; 2023Q3: 3,403 shares; 2023Q4: 3,866 shares; 2024Q1: 2,947 shares; 2024Q2: not reported; 2024Q3: 4,695 shares; 2024Q4: 12,697 shares 12,697 $347K 0.03% +8,002 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,821 shares; 2023Q2: 1,764 shares; 2023Q3: 1,688 shares; 2023Q4: 1,700 shares; 2024Q1: 1,638 shares; 2024Q2: not reported; 2024Q3: 1,734 shares; 2024Q4: 1,861 shares 1,861 $329K 0.03% +127 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares 6,000 $323K 0.03% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,362 shares; 2024Q4: 15,962 shares 15,962 $313K 0.02% -400 Timeline VGK 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; 2023Q1: 4,718 shares; 2023Q2: 4,801 shares; 2023Q3: 4,807 shares; 2023Q4: 4,840 shares; 2024Q1: 4,867 shares; 2024Q2: not reported; 2024Q3: 4,818 shares; 2024Q4: 4,872 shares 4,872 $309K 0.02% +54 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,923 shares; 2023Q3: 1,905 shares; 2023Q4: 1,889 shares; 2024Q1: 1,870 shares; 2024Q2: not reported; 2024Q3: 1,936 shares; 2024Q4: 2,187 shares 2,187 $307K 0.02% +251 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,884 shares; 2023Q2: 16,614 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,089 shares; 2024Q2: not reported; 2024Q3: 2,359 shares; 2024Q4: 2,743 shares 2,743 $305K 0.02% +384 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; 2023Q1: 7,355 shares; 2023Q2: 7,477 shares; 2023Q3: 6,720 shares; 2023Q4: 7,570 shares; 2024Q1: 7,697 shares; 2024Q2: 8,147 shares; 2024Q3: 7,978 shares; 2024Q4: 7,551 shares 7,551 $305K 0.02% -427 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,939 shares 3,939 $305K 0.02% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,050 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: not reported; 2024Q3: 754 shares; 2024Q4: 750 shares 750 $303K 0.02% -4 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,602 shares; 2023Q2: 1,602 shares; 2023Q3: 1,502 shares; 2023Q4: 1,932 shares; 2024Q1: 2,191 shares; 2024Q2: 2,265 shares; 2024Q3: 1,008 shares; 2024Q4: 882 shares 882 $302K 0.02% -126 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 972 shares; 2024Q2: 1,137 shares; 2024Q3: 1,245 shares; 2024Q4: 1,298 shares 1,298 $302K 0.02% +53 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,401 shares; 2024Q4: 11,621 shares 11,621 $301K 0.02% +6,220 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,341 shares; 2024Q4: 2,342 shares 2,342 $297K 0.02% +1 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 108,129 shares; 2023Q2: 9,303 shares; 2023Q3: 9,303 shares; 2023Q4: 9,303 shares; 2024Q1: 9,303 shares; 2024Q2: 9,703 shares; 2024Q3: 9,703 shares; 2024Q4: 9,703 shares 9,703 $292K 0.02% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,319 shares 1,319 $290K 0.02% new 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; 2023Q1: 137,209 shares; 2023Q2: 135,065 shares; 2023Q3: 144,741 shares; 2023Q4: 146,325 shares; 2024Q1: 144,308 shares; 2024Q2: not reported; 2024Q3: 118,247 shares; 2024Q4: 6,543 shares 6,543 $288K 0.02% -111,704 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,935 shares 3,935 $284K 0.02% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,093 shares; 2023Q2: 1,086 shares; 2023Q3: 1,084 shares; 2023Q4: 1,048 shares; 2024Q1: 1,270 shares; 2024Q2: not reported; 2024Q3: 1,134 shares; 2024Q4: 1,257 shares 1,257 $284K 0.02% +123 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,639 shares; 2024Q4: 1,546 shares 1,546 $279K 0.02% -93 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 49,051 shares; 2023Q2: 42,064 shares; 2023Q3: 35,270 shares; 2023Q4: 29,472 shares; 2024Q1: 2,184 shares; 2024Q2: not reported; 2024Q3: 2,649 shares; 2024Q4: 2,732 shares 2,732 $275K 0.02% +83 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,298 shares; 2023Q2: 5,324 shares; 2023Q3: 5,092 shares; 2023Q4: 5,523 shares; 2024Q1: 5,231 shares; 2024Q2: 5,097 shares; 2024Q3: 5,127 shares; 2024Q4: 5,190 shares 5,190 $271K 0.02% +63 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,055 shares; 2024Q1: 7,817 shares; 2024Q2: 7,100 shares; 2024Q3: 7,134 shares; 2024Q4: 7,229 shares 7,229 $271K 0.02% +95 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; 2023Q1: 1,027 shares; 2023Q2: 1,029 shares; 2023Q3: 1,032 shares; 2023Q4: 1,020 shares; 2024Q1: 1,149 shares; 2024Q2: not reported; 2024Q3: 1,187 shares; 2024Q4: 1,099 shares 1,099 $271K 0.02% -88 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,700 shares; 2023Q2: 6,703 shares; 2023Q3: 6,468 shares; 2023Q4: 6,646 shares; 2024Q1: 6,651 shares; 2024Q2: 6,547 shares; 2024Q3: 6,369 shares; 2024Q4: 6,369 shares 6,369 $270K 0.02% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,432 shares; 2024Q4: 11,432 shares 11,432 $265K 0.02% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,881 shares; 2024Q4: 4,410 shares 4,410 $261K 0.02% +529 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,100 shares; 2023Q2: 1,103 shares; 2023Q3: 928 shares; 2023Q4: 931 shares; 2024Q1: 936 shares; 2024Q2: 916 shares; 2024Q3: 923 shares; 2024Q4: 925 shares 925 $260K 0.02% +2 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,547 shares; 2024Q2: 2,731 shares; 2024Q3: 2,680 shares; 2024Q4: 2,395 shares 2,395 $258K 0.02% -285 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 108,680 shares; 2023Q2: 112,594 shares; 2023Q3: 117,516 shares; 2023Q4: 120,619 shares; 2024Q1: 119,461 shares; 2024Q2: not reported; 2024Q3: 4,768 shares; 2024Q4: 4,445 shares 4,445 $258K 0.02% -323 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; 2023Q1: 1,511 shares; 2023Q2: not reported; 2023Q3: 1,567 shares; 2023Q4: 1,568 shares; 2024Q1: 1,569 shares; 2024Q2: 1,581 shares; 2024Q3: 1,840 shares; 2024Q4: 1,841 shares 1,841 $257K 0.02% +1 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,620 shares 4,620 $256K 0.02% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,829 shares; 2024Q4: 5,829 shares 5,829 $253K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 105,854 shares; 2023Q2: 7,109 shares; 2023Q3: not reported; 2023Q4: 6,464 shares; 2024Q1: 6,303 shares; 2024Q2: 7,037 shares; 2024Q3: 6,720 shares; 2024Q4: 6,272 shares 6,272 $251K 0.02% -448 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,842 shares; 2023Q2: 6,123 shares; 2023Q3: 5,581 shares; 2023Q4: 7,814 shares; 2024Q1: 4,135 shares; 2024Q2: not reported; 2024Q3: 3,689 shares; 2024Q4: 1,717 shares 1,717 $250K 0.02% -1,972 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,804 shares; 2023Q2: 2,831 shares; 2023Q3: 2,689 shares; 2023Q4: 2,622 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,644 shares; 2024Q4: 2,699 shares 2,699 $249K 0.02% +55 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,675 shares; 2023Q2: 5,341 shares; 2023Q3: 5,714 shares; 2023Q4: 3,062 shares; 2024Q1: 3,016 shares; 2024Q2: 3,173 shares; 2024Q3: 3,652 shares; 2024Q4: 2,439 shares 2,439 $245K 0.02% -1,213 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,994 shares 2,994 $242K 0.02% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 88,018 shares; 2023Q4: not reported; 2024Q1: 74,793 shares; 2024Q2: 72,162 shares; 2024Q3: not reported; 2024Q4: 2,720 shares 2,720 $236K 0.02% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 757 shares; 2024Q4: 782 shares 782 $232K 0.02% +25 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,234 shares; 2023Q2: 7,616 shares; 2023Q3: 7,223 shares; 2023Q4: 4,981 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,331 shares; 2024Q4: 1,405 shares 1,405 $230K 0.02% -926 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; 2023Q1: 15,917 shares; 2023Q2: 16,326 shares; 2023Q3: 16,304 shares; 2023Q4: 16,306 shares; 2024Q1: 14,872 shares; 2024Q2: 15,036 shares; 2024Q3: 15,054 shares; 2024Q4: 8,689 shares 8,689 $229K 0.02% -6,365 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,119 shares; 2024Q3: 5,119 shares; 2024Q4: 5,119 shares 5,119 $227K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,981 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,211 shares 3,211 $226K 0.02% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,607 shares; 2024Q2: not reported; 2024Q3: 1,700 shares; 2024Q4: 1,018 shares 1,018 $225K 0.02% -682 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,778 shares; 2023Q2: 3,960 shares; 2023Q3: 4,051 shares; 2023Q4: 4,131 shares; 2024Q1: 4,010 shares; 2024Q2: not reported; 2024Q3: 400 shares; 2024Q4: 357 shares 357 $211K 0.02% -43 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 93,759 shares; 2024Q4: 3,542 shares 3,542 $203K 0.02% -90,217 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; 2023Q1: 225,134 shares; 2023Q2: 225,623 shares; 2023Q3: 226,342 shares; 2023Q4: 222,887 shares; 2024Q1: 257,407 shares; 2024Q2: 11,805 shares; 2024Q3: 11,878 shares; 2024Q4: 5,131 shares 5,131 $202K 0.02% -6,747 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,670 shares; 2023Q2: 3,674 shares; 2023Q3: 4,153 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,564 shares 3,564 $202K 0.02% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,031 shares 2,031 $201K 0.02% new Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,029 shares; 2024Q4: 15,000 shares 15,000 $157K 0.01% -29 NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 10,164 shares; 2023Q3: 10,215 shares; 2023Q4: 25,161 shares; 2024Q1: 25,165 shares; 2024Q2: not reported; 2024Q3: 33,988 shares; 2024Q4: 31,488 shares 31,488 $139K 0.01% -2,500 Timeline GLOBAL X FDS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,140 shares 12,140 $118K 0.01% new GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,000 shares; 2023Q2: 15,000 shares; 2023Q3: 15,000 shares; 2023Q4: 15,000 shares; 2024Q1: 15,000 shares; 2024Q2: not reported; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares 15,000 $80.7K 0.01% 0 Timeline PROSPECT CAP CORP PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 27,000 shares; 2023Q2: 27,000 shares; 2023Q3: 27,000 shares; 2023Q4: 27,000 shares; 2024Q1: 27,000 shares; 2024Q2: 27,000 shares; 2024Q3: 27,000 shares; 2024Q4: 27,000 shares 27,000 $26.8K <0.01% 0