AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 514,715 shares; 2024Q3: 489,842 shares; 2024Q4: 488,294 shares; 2025Q1: 490,314 shares; 2025Q2: 480,327 shares; 2025Q3: 474,418 shares; 2025Q4: 447,949 shares; 2026Q1: 456,827 shares 456,827 $116M 3.6% +8,878 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 827,698 shares; 2024Q3: 978,719 shares; 2024Q4: 1,077,665 shares; 2025Q1: 1,256,966 shares; 2025Q2: 1,412,631 shares; 2025Q3: 1,617,452 shares; 2025Q4: 2,066,098 shares; 2026Q1: 2,797,372 shares 2,797,372 $98M 3.05% +731,274 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 199,201 shares; 2024Q3: 203,069 shares; 2024Q4: 328,519 shares; 2025Q1: 237,903 shares; 2025Q2: 294,620 shares; 2025Q3: 338,889 shares; 2025Q4: 355,002 shares; 2026Q1: 415,109 shares 415,109 $79.7M 2.48% +60,107 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 204,917 shares; 2024Q3: 199,959 shares; 2024Q4: 195,083 shares; 2025Q1: 194,196 shares; 2025Q2: 198,551 shares; 2025Q3: 204,701 shares; 2025Q4: 205,555 shares; 2026Q1: 203,640 shares 203,640 $75.4M 2.34% -1,915 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; 2024Q2: 376,711 shares; 2024Q3: 366,190 shares; 2024Q4: 356,361 shares; 2025Q1: 358,373 shares; 2025Q2: 355,503 shares; 2025Q3: 355,454 shares; 2025Q4: 348,192 shares; 2026Q1: 343,665 shares 343,665 $67.4M 2.1% -4,527 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 331,017 shares; 2024Q3: 351,188 shares; 2024Q4: 1,109,317 shares; 2025Q1: 1,242,993 shares; 2025Q2: 1,289,997 shares; 2025Q3: 1,396,482 shares; 2025Q4: 1,623,745 shares; 2026Q1: 2,011,027 shares 2,011,027 $62.3M 1.94% +387,282 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 302,370 shares; 2024Q3: 298,161 shares; 2024Q4: 271,757 shares; 2025Q1: 271,997 shares; 2025Q2: 261,071 shares; 2025Q3: 259,371 shares; 2025Q4: 221,095 shares; 2026Q1: 209,963 shares 209,963 $60.2M 1.87% -11,132 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 240,109 shares; 2024Q3: 230,314 shares; 2024Q4: 179,745 shares; 2025Q1: 257,791 shares; 2025Q2: 266,728 shares; 2025Q3: 271,548 shares; 2025Q4: 296,210 shares; 2026Q1: 344,854 shares 344,854 $60.1M 1.87% +48,644 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 563,393 shares; 2024Q3: 608,344 shares; 2024Q4: 649,780 shares; 2025Q1: 694,240 shares; 2025Q2: 741,524 shares; 2025Q3: 797,317 shares; 2025Q4: 909,376 shares; 2026Q1: 1,084,979 shares 1,084,979 $57.3M 1.78% +175,603 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 300,814 shares; 2024Q3: 277,892 shares; 2024Q4: 265,115 shares; 2025Q1: 262,816 shares; 2025Q2: 273,786 shares; 2025Q3: 267,656 shares; 2025Q4: 263,467 shares; 2026Q1: 255,432 shares 255,432 $55.5M 1.72% -8,035 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 532,495 shares; 2024Q3: 493,161 shares; 2024Q4: 476,122 shares; 2025Q1: 428,786 shares; 2025Q2: 408,387 shares; 2025Q3: 446,509 shares; 2025Q4: 585,728 shares; 2026Q1: 542,889 shares 542,889 $54.6M 1.7% -42,839 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 266,232 shares; 2024Q3: 258,603 shares; 2024Q4: 255,930 shares; 2025Q1: 255,007 shares; 2025Q2: 252,945 shares; 2025Q3: 252,736 shares; 2025Q4: 246,549 shares; 2026Q1: 260,019 shares 260,019 $54.2M 1.68% +13,470 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 93,546 shares; 2024Q3: 94,630 shares; 2024Q4: 94,493 shares; 2025Q1: 95,652 shares; 2025Q2: 98,069 shares; 2025Q3: 98,517 shares; 2025Q4: 100,995 shares; 2026Q1: 111,378 shares 111,378 $48.6M 1.51% +10,383 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 331,967 shares; 2024Q3: 423,123 shares; 2024Q4: 482,808 shares; 2025Q1: 570,745 shares; 2025Q2: 673,910 shares; 2025Q3: 762,129 shares; 2025Q4: 945,906 shares; 2026Q1: 1,326,979 shares 1,326,979 $47.4M 1.47% +381,073 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 403,032 shares; 2024Q3: 464,536 shares; 2024Q4: 503,495 shares; 2025Q1: 562,350 shares; 2025Q2: 640,588 shares; 2025Q3: 718,258 shares; 2025Q4: 876,248 shares; 2026Q1: 1,171,519 shares 1,171,519 $46.2M 1.44% +295,271 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,260 shares; 2024Q3: 105,965 shares; 2024Q4: 82,720 shares; 2025Q1: 130,573 shares; 2025Q2: 127,904 shares; 2025Q3: 133,828 shares; 2025Q4: 118,820 shares; 2026Q1: 128,199 shares 128,199 $39.7M 1.23% +9,379 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 390,524 shares; 2024Q3: 431,805 shares; 2024Q4: 446,222 shares; 2025Q1: 470,044 shares; 2025Q2: 492,322 shares; 2025Q3: 502,241 shares; 2025Q4: 519,822 shares; 2026Q1: 545,669 shares 545,669 $38.1M 1.18% +25,847 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 101,838 shares; 2024Q3: 100,254 shares; 2024Q4: 98,735 shares; 2025Q1: 99,146 shares; 2025Q2: 95,287 shares; 2025Q3: 94,193 shares; 2025Q4: 93,225 shares; 2026Q1: 78,431 shares 78,431 $37.6M 1.17% -14,794 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 515,524 shares; 2024Q3: 560,920 shares; 2024Q4: 613,143 shares; 2025Q1: 669,079 shares; 2025Q2: 718,959 shares; 2025Q3: 753,398 shares; 2025Q4: 821,611 shares; 2026Q1: 1,014,748 shares 1,014,748 $37.3M 1.16% +193,137 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 323,450 shares; 2024Q3: 307,532 shares; 2024Q4: 299,453 shares; 2025Q1: 295,736 shares; 2025Q2: 290,218 shares; 2025Q3: 286,304 shares; 2025Q4: 282,914 shares; 2026Q1: 279,650 shares 279,650 $33.1M 1.03% -3,264 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 267,603 shares; 2024Q3: 375,237 shares; 2024Q4: 386,353 shares; 2025Q1: 394,562 shares; 2025Q2: 387,676 shares; 2025Q3: 394,839 shares; 2025Q4: 405,068 shares; 2026Q1: 412,032 shares 412,032 $32.7M 1.02% +6,964 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 59,026 shares; 2024Q3: 57,831 shares; 2024Q4: 58,283 shares; 2025Q1: 57,867 shares; 2025Q2: 53,618 shares; 2025Q3: 53,402 shares; 2025Q4: 51,876 shares; 2026Q1: 49,402 shares 49,402 $32.3M 1% -2,474 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 409,241 shares; 2024Q3: 405,375 shares; 2024Q4: 404,223 shares; 2025Q1: 417,323 shares; 2025Q2: 459,531 shares; 2025Q3: 469,844 shares; 2025Q4: 447,571 shares; 2026Q1: 482,654 shares 482,654 $30.9M 0.96% +35,083 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 38,871 shares; 2024Q3: 39,881 shares; 2024Q4: 40,600 shares; 2025Q1: 40,128 shares; 2025Q2: 41,299 shares; 2025Q3: 42,472 shares; 2025Q4: 45,052 shares; 2026Q1: 50,775 shares 50,775 $30.3M 0.94% +5,723 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 371,608 shares; 2024Q3: 415,253 shares; 2024Q4: 441,801 shares; 2025Q1: 490,765 shares; 2025Q2: 539,495 shares; 2025Q3: 572,944 shares; 2025Q4: 674,897 shares; 2026Q1: 832,153 shares 832,153 $29.8M 0.93% +157,256 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 71,640 shares; 2024Q3: 69,290 shares; 2024Q4: 68,291 shares; 2025Q1: 61,321 shares; 2025Q2: 59,179 shares; 2025Q3: 55,506 shares; 2025Q4: 52,855 shares; 2026Q1: 49,970 shares 49,970 $28.6M 0.89% -2,885 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 761,555 shares; 2024Q3: 700,528 shares; 2024Q4: 699,367 shares; 2025Q1: 680,895 shares; 2025Q2: 649,746 shares; 2025Q3: 619,251 shares; 2025Q4: 610,738 shares; 2026Q1: 580,582 shares 580,582 $28.4M 0.88% -30,156 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 398,368 shares; 2024Q3: 387,921 shares; 2024Q4: 385,390 shares; 2025Q1: 383,484 shares; 2025Q2: 379,082 shares; 2025Q3: 378,482 shares; 2025Q4: 377,283 shares; 2026Q1: 371,785 shares 371,785 $27.6M 0.86% -5,498 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 670,209 shares; 2024Q3: 609,220 shares; 2024Q4: 616,664 shares; 2025Q1: 606,808 shares; 2025Q2: 590,422 shares; 2025Q3: 579,279 shares; 2025Q4: 575,262 shares; 2026Q1: 556,861 shares 556,861 $25.8M 0.8% -18,401 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 189,907 shares; 2024Q3: 270,614 shares; 2024Q4: 299,576 shares; 2025Q1: 346,269 shares; 2025Q2: 410,683 shares; 2025Q3: 463,370 shares; 2025Q4: 574,660 shares; 2026Q1: 795,467 shares 795,467 $25.6M 0.8% +220,807 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 37,970 shares; 2024Q3: 39,145 shares; 2024Q4: 38,806 shares; 2025Q1: 38,978 shares; 2025Q2: 38,862 shares; 2025Q3: 38,805 shares; 2025Q4: 52,408 shares; 2026Q1: 66,373 shares 66,373 $23.7M 0.74% +13,965 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 353,149 shares; 2024Q3: 355,409 shares; 2024Q4: 354,130 shares; 2025Q1: 363,158 shares; 2025Q2: 392,013 shares; 2025Q3: 393,997 shares; 2025Q4: 381,772 shares; 2026Q1: 375,683 shares 375,683 $23.5M 0.73% -6,089 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 175,638 shares; 2024Q3: 143,579 shares; 2024Q4: 140,765 shares; 2025Q1: 139,908 shares; 2025Q2: 133,816 shares; 2025Q3: 131,659 shares; 2025Q4: 129,268 shares; 2026Q1: 147,023 shares 147,023 $23.1M 0.72% +17,755 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 235,197 shares; 2024Q3: 243,798 shares; 2024Q4: 739,374 shares; 2025Q1: 740,236 shares; 2025Q2: 775,552 shares; 2025Q3: 769,580 shares; 2025Q4: 756,860 shares; 2026Q1: 717,624 shares 717,624 $22M 0.68% -39,236 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 147,808 shares; 2024Q3: 148,554 shares; 2024Q4: 145,258 shares; 2025Q1: 145,597 shares; 2025Q2: 148,637 shares; 2025Q3: 145,940 shares; 2025Q4: 145,298 shares; 2026Q1: 145,060 shares 145,060 $21.5M 0.67% -238 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 503,818 shares; 2024Q3: 487,491 shares; 2024Q4: 476,697 shares; 2025Q1: 475,043 shares; 2025Q2: 455,533 shares; 2025Q3: 459,498 shares; 2025Q4: 448,274 shares; 2026Q1: 435,730 shares 435,730 $21.2M 0.66% -12,544 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 86,904 shares; 2024Q3: 108,912 shares; 2024Q4: 86,503 shares; 2025Q1: 87,687 shares; 2025Q2: 84,177 shares; 2025Q3: 85,215 shares; 2025Q4: 63,697 shares; 2026Q1: 61,778 shares 61,778 $20.9M 0.65% -1,919 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 77,681 shares; 2024Q3: 74,438 shares; 2024Q4: 72,067 shares; 2025Q1: 71,588 shares; 2025Q2: 73,712 shares; 2025Q3: 73,847 shares; 2025Q4: 69,259 shares; 2026Q1: 69,015 shares 69,015 $20.9M 0.65% -244 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 70,894 shares; 2024Q3: 68,927 shares; 2024Q4: 66,351 shares; 2025Q1: 65,507 shares; 2025Q2: 70,985 shares; 2025Q3: 72,094 shares; 2025Q4: 71,007 shares; 2026Q1: 70,554 shares 70,554 $20.3M 0.63% -453 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 103,705 shares; 2024Q3: 78,939 shares; 2024Q4: 78,117 shares; 2025Q1: 100,433 shares; 2025Q2: 96,908 shares; 2025Q3: 96,907 shares; 2025Q4: 71,162 shares; 2026Q1: 56,235 shares 56,235 $19.4M 0.6% -14,927 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 192,476 shares; 2024Q3: 193,568 shares; 2024Q4: 199,449 shares; 2025Q1: 207,300 shares; 2025Q2: 210,686 shares; 2025Q3: 219,321 shares; 2025Q4: 223,715 shares; 2026Q1: 232,087 shares 232,087 $19.2M 0.6% +8,372 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 92,918 shares; 2024Q3: 93,180 shares; 2024Q4: 90,703 shares; 2025Q1: 88,394 shares; 2025Q2: 89,460 shares; 2025Q3: 86,465 shares; 2025Q4: 83,135 shares; 2026Q1: 80,666 shares 80,666 $19.1M 0.59% -2,469 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 377,214 shares; 2024Q3: 374,996 shares; 2024Q4: 368,312 shares; 2025Q1: 368,552 shares; 2025Q2: 360,324 shares; 2025Q3: 365,218 shares; 2025Q4: 348,197 shares; 2026Q1: 348,322 shares 348,322 $18.8M 0.59% +125 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 111,653 shares; 2024Q3: 103,332 shares; 2024Q4: 88,128 shares; 2025Q1: 87,175 shares; 2025Q2: 85,519 shares; 2025Q3: 86,254 shares; 2025Q4: 68,472 shares; 2026Q1: 65,209 shares 65,209 $18.8M 0.58% -3,263 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 89,379 shares; 2024Q3: 87,869 shares; 2024Q4: 100,779 shares; 2025Q1: 112,994 shares; 2025Q2: 155,418 shares; 2025Q3: 175,669 shares; 2025Q4: 177,809 shares; 2026Q1: 181,263 shares 181,263 $18.7M 0.58% +3,454 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 73,040 shares; 2024Q3: 66,984 shares; 2024Q4: 66,151 shares; 2025Q1: 66,296 shares; 2025Q2: 63,089 shares; 2025Q3: 61,878 shares; 2025Q4: 59,409 shares; 2026Q1: 43,224 shares 43,224 $18.6M 0.58% -16,185 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,240 shares; 2024Q3: 1,896 shares; 2024Q4: 1,701 shares; 2025Q1: 61,279 shares; 2025Q2: 59,224 shares; 2025Q3: 59,441 shares; 2025Q4: 81,211 shares; 2026Q1: 80,255 shares 80,255 $18.1M 0.56% -956 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; 2024Q2: 1,033,219 shares; 2024Q3: 1,051,310 shares; 2024Q4: 926,605 shares; 2025Q1: 931,327 shares; 2025Q2: 948,216 shares; 2025Q3: 995,151 shares; 2025Q4: 1,037,621 shares; 2026Q1: 1,034,133 shares 1,034,133 $17.9M 0.56% -3,488 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 28,980 shares; 2024Q3: 30,002 shares; 2024Q4: 30,383 shares; 2025Q1: 30,110 shares; 2025Q2: 29,821 shares; 2025Q3: 30,443 shares; 2025Q4: 31,296 shares; 2026Q1: 60,711 shares 60,711 $17.9M 0.56% +29,415 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 852 shares; 2024Q3: 859 shares; 2024Q4: 18,797 shares; 2025Q1: 30,520 shares; 2025Q2: 29,684 shares; 2025Q3: 37,678 shares; 2025Q4: 37,120 shares; 2026Q1: 35,361 shares 35,361 $17.4M 0.54% -1,759 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,388 shares; 2024Q3: 15,633 shares; 2024Q4: 15,856 shares; 2025Q1: 16,034 shares; 2025Q2: 15,626 shares; 2025Q3: 15,599 shares; 2025Q4: 13,068 shares; 2026Q1: 12,937 shares 12,937 $17.1M 0.53% -131 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 227,778 shares; 2024Q3: 216,668 shares; 2024Q4: 210,364 shares; 2025Q1: 207,212 shares; 2025Q2: 198,002 shares; 2025Q3: 192,920 shares; 2025Q4: 191,543 shares; 2026Q1: 187,765 shares 187,765 $17M 0.53% -3,778 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 57,911 shares; 2024Q3: 56,856 shares; 2024Q4: 55,626 shares; 2025Q1: 48,222 shares; 2025Q2: 46,452 shares; 2025Q3: 47,569 shares; 2025Q4: 45,328 shares; 2026Q1: 33,240 shares 33,240 $16.6M 0.52% -12,088 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 131,888 shares; 2024Q3: 127,144 shares; 2024Q4: 126,147 shares; 2025Q1: 118,019 shares; 2025Q2: 98,416 shares; 2025Q3: 95,924 shares; 2025Q4: 95,498 shares; 2026Q1: 108,594 shares 108,594 $16.6M 0.52% +13,096 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 420,742 shares; 2024Q3: 422,320 shares; 2024Q4: 412,871 shares; 2025Q1: 406,847 shares; 2025Q2: 411,088 shares; 2025Q3: 403,917 shares; 2025Q4: 398,533 shares; 2026Q1: 401,245 shares 401,245 $16.1M 0.5% +2,712 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 177,518 shares; 2024Q3: 177,581 shares; 2024Q4: 179,524 shares; 2025Q1: 180,279 shares; 2025Q2: 182,200 shares; 2025Q3: 183,064 shares; 2025Q4: 183,978 shares; 2026Q1: 184,171 shares 184,171 $16M 0.5% +193 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,861 shares; 2024Q3: 6,791 shares; 2024Q4: 6,526 shares; 2025Q1: 6,916 shares; 2025Q2: 6,012 shares; 2025Q3: 17,408 shares; 2025Q4: 17,403 shares; 2026Q1: 17,141 shares 17,141 $15.8M 0.49% -262 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 92,933 shares; 2024Q3: 91,351 shares; 2024Q4: 89,699 shares; 2025Q1: 74,164 shares; 2025Q2: 72,015 shares; 2025Q3: 70,691 shares; 2025Q4: 68,569 shares; 2026Q1: 51,493 shares 51,493 $15.6M 0.48% -17,076 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 46,013 shares; 2024Q3: 37,187 shares; 2024Q4: 37,401 shares; 2025Q1: 150,520 shares; 2025Q2: 146,180 shares; 2025Q3: 149,886 shares; 2025Q4: 206,033 shares; 2026Q1: 199,426 shares 199,426 $15.5M 0.48% -6,607 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 695 shares; 2024Q3: 570 shares; 2024Q4: 479 shares; 2025Q1: 20,009 shares; 2025Q2: 27,587 shares; 2025Q3: 27,397 shares; 2025Q4: 26,786 shares; 2026Q1: 25,795 shares 25,795 $15.2M 0.47% -991 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 93,166 shares; 2024Q3: 86,152 shares; 2024Q4: 81,982 shares; 2025Q1: 82,218 shares; 2025Q2: 78,418 shares; 2025Q3: 77,330 shares; 2025Q4: 69,399 shares; 2026Q1: 71,583 shares 71,583 $14.8M 0.46% +2,184 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,354 shares; 2024Q3: 7,023 shares; 2024Q4: 6,785 shares; 2025Q1: 6,747 shares; 2025Q2: 6,575 shares; 2025Q3: 6,948 shares; 2025Q4: 29,086 shares; 2026Q1: 43,620 shares 43,620 $14.3M 0.45% +14,534 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 193,670 shares; 2024Q3: 190,227 shares; 2024Q4: 189,564 shares; 2025Q1: 187,772 shares; 2025Q2: 185,298 shares; 2025Q3: 182,280 shares; 2025Q4: 182,064 shares; 2026Q1: 179,876 shares 179,876 $14.1M 0.44% -2,188 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 139,024 shares; 2024Q3: 154,075 shares; 2024Q4: 361,134 shares; 2025Q1: 422,840 shares; 2025Q2: 498,190 shares; 2025Q3: 559,604 shares; 2025Q4: 553,053 shares; 2026Q1: 559,583 shares 559,583 $13.9M 0.43% +6,530 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 116,881 shares; 2024Q3: 122,121 shares; 2024Q4: 127,437 shares; 2025Q1: 136,493 shares; 2025Q2: 131,564 shares; 2025Q3: 132,578 shares; 2025Q4: 134,176 shares; 2026Q1: 156,113 shares 156,113 $13.8M 0.43% +21,937 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 333,250 shares; 2024Q3: 329,521 shares; 2024Q4: 358,617 shares; 2025Q1: 352,126 shares; 2025Q2: 357,062 shares; 2025Q3: 363,468 shares; 2025Q4: 365,037 shares; 2026Q1: 353,457 shares 353,457 $13.8M 0.43% -11,580 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 194,563 shares; 2024Q3: 187,757 shares; 2024Q4: 182,661 shares; 2025Q1: 181,498 shares; 2025Q2: 173,255 shares; 2025Q3: 171,346 shares; 2025Q4: 167,496 shares; 2026Q1: 160,453 shares 160,453 $13.1M 0.41% -7,043 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,810 shares; 2024Q3: 24,169 shares; 2024Q4: 23,677 shares; 2025Q1: 14,753 shares; 2025Q2: 13,654 shares; 2025Q3: 13,764 shares; 2025Q4: 13,088 shares; 2026Q1: 12,953 shares 12,953 $12.9M 0.4% -135 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,412 shares; 2025Q4: 31,755 shares; 2026Q1: 32,535 shares 32,535 $12.9M 0.4% +780 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 43,523 shares; 2025Q1: 66,788 shares; 2025Q2: 64,387 shares; 2025Q3: 64,395 shares; 2025Q4: 64,430 shares; 2026Q1: 61,628 shares 61,628 $12.7M 0.4% -2,802 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 124,151 shares; 2024Q3: 112,094 shares; 2024Q4: 131,402 shares; 2025Q1: 138,539 shares; 2025Q2: 156,545 shares; 2025Q3: 162,093 shares; 2025Q4: 172,239 shares; 2026Q1: 168,431 shares 168,431 $12.4M 0.39% -3,808 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 490,609 shares; 2024Q3: 491,274 shares; 2024Q4: 482,405 shares; 2025Q1: 493,095 shares; 2025Q2: 485,277 shares; 2025Q3: 486,044 shares; 2025Q4: 489,628 shares; 2026Q1: 514,719 shares 514,719 $12.2M 0.38% +25,091 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 142,897 shares; 2024Q3: 138,903 shares; 2024Q4: 122,431 shares; 2025Q1: 118,443 shares; 2025Q2: 111,357 shares; 2025Q3: 111,983 shares; 2025Q4: 125,288 shares; 2026Q1: 120,809 shares 120,809 $12M 0.37% -4,479 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 119,820 shares; 2024Q3: 112,731 shares; 2024Q4: 110,137 shares; 2025Q1: 82,296 shares; 2025Q2: 78,963 shares; 2025Q3: 76,712 shares; 2025Q4: 50,700 shares; 2026Q1: 47,514 shares 47,514 $11.9M 0.37% -3,186 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 70,306 shares; 2024Q3: 69,267 shares; 2024Q4: 67,300 shares; 2025Q1: 67,179 shares; 2025Q2: 63,993 shares; 2025Q3: 63,412 shares; 2025Q4: 62,120 shares; 2026Q1: 59,260 shares 59,260 $11.6M 0.36% -2,860 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,581 shares; 2024Q3: 1,453 shares; 2024Q4: 1,496 shares; 2025Q1: 1,530 shares; 2025Q2: 2,157 shares; 2025Q3: 2,165 shares; 2025Q4: 23,928 shares; 2026Q1: 120,760 shares 120,760 $11.6M 0.36% +96,832 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 43,647 shares; 2024Q3: 42,961 shares; 2024Q4: 42,063 shares; 2025Q1: 31,507 shares; 2025Q2: 30,348 shares; 2025Q3: 29,907 shares; 2025Q4: 29,209 shares; 2026Q1: 27,175 shares 27,175 $11.6M 0.36% -2,034 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 313,645 shares; 2024Q3: 309,518 shares; 2024Q4: 327,607 shares; 2025Q1: 327,344 shares; 2025Q2: 327,854 shares; 2025Q3: 336,650 shares; 2025Q4: 332,383 shares; 2026Q1: 335,680 shares 335,680 $11.4M 0.35% +3,297 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 163,477 shares; 2024Q3: 158,639 shares; 2024Q4: 155,159 shares; 2025Q1: 154,840 shares; 2025Q2: 148,551 shares; 2025Q3: 111,276 shares; 2025Q4: 109,560 shares; 2026Q1: 106,493 shares 106,493 $10.9M 0.34% -3,067 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,303 shares; 2024Q3: 14,966 shares; 2024Q4: 14,248 shares; 2025Q1: 16,503 shares; 2025Q2: 14,729 shares; 2025Q3: 14,345 shares; 2025Q4: 19,633 shares; 2026Q1: 16,786 shares 16,786 $10.9M 0.34% -2,847 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 140,742 shares; 2024Q3: 143,327 shares; 2024Q4: 147,217 shares; 2025Q1: 146,134 shares; 2025Q2: 152,155 shares; 2025Q3: 149,429 shares; 2025Q4: 150,974 shares; 2026Q1: 139,809 shares 139,809 $10.8M 0.34% -11,165 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 312,483 shares; 2024Q3: 301,140 shares; 2024Q4: 303,762 shares; 2025Q1: 296,223 shares; 2025Q2: 290,285 shares; 2025Q3: 284,053 shares; 2025Q4: 281,224 shares; 2026Q1: 273,070 shares 273,070 $10.4M 0.32% -8,154 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 45,121 shares; 2024Q3: 43,573 shares; 2024Q4: 44,573 shares; 2025Q1: 41,814 shares; 2025Q2: 52,078 shares; 2025Q3: 43,846 shares; 2025Q4: 43,460 shares; 2026Q1: 41,920 shares 41,920 $10.2M 0.32% -1,540 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 526 shares; 2024Q3: 569 shares; 2024Q4: 641 shares; 2025Q1: 661 shares; 2025Q2: 818 shares; 2025Q3: 811 shares; 2025Q4: 23,244 shares; 2026Q1: 22,156 shares 22,156 $10.2M 0.32% -1,088 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,639 shares; 2024Q3: 17,434 shares; 2024Q4: 17,137 shares; 2025Q1: 16,872 shares; 2025Q2: 17,999 shares; 2025Q3: 17,856 shares; 2025Q4: 17,670 shares; 2026Q1: 17,549 shares 17,549 $10.1M 0.31% -121 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 76,608 shares; 2024Q3: 76,242 shares; 2024Q4: 74,978 shares; 2025Q1: 74,775 shares; 2025Q2: 34,085 shares; 2025Q3: 33,013 shares; 2025Q4: 47,482 shares; 2026Q1: 44,982 shares 44,982 $9.74M 0.3% -2,500 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,434 shares; 2024Q3: 1,721 shares; 2024Q4: 1,708 shares; 2025Q1: 1,636 shares; 2025Q2: 1,560 shares; 2025Q3: 1,500 shares; 2025Q4: 22,382 shares; 2026Q1: 21,598 shares 21,598 $9.64M 0.3% -784 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 54,806 shares; 2024Q3: 53,658 shares; 2024Q4: 35,774 shares; 2025Q1: 35,762 shares; 2025Q2: 34,972 shares; 2025Q3: 34,642 shares; 2025Q4: 34,319 shares; 2026Q1: 33,105 shares 33,105 $9.62M 0.3% -1,214 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 85,305 shares; 2025Q1: 88,058 shares; 2025Q2: 84,586 shares; 2025Q3: 84,565 shares; 2025Q4: 84,184 shares; 2026Q1: 80,251 shares 80,251 $9.59M 0.3% -3,933 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 45,041 shares; 2024Q3: 45,042 shares; 2024Q4: 42,856 shares; 2025Q1: 42,658 shares; 2025Q2: 40,511 shares; 2025Q3: 59,600 shares; 2025Q4: 57,032 shares; 2026Q1: 54,823 shares 54,823 $9.35M 0.29% -2,209 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 80,837 shares; 2024Q3: 76,737 shares; 2024Q4: 77,744 shares; 2025Q1: 77,614 shares; 2025Q2: 80,345 shares; 2025Q3: 79,438 shares; 2025Q4: 80,482 shares; 2026Q1: 82,186 shares 82,186 $9.3M 0.29% +1,704 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 46,944 shares; 2024Q3: 44,313 shares; 2024Q4: 43,254 shares; 2025Q1: 42,370 shares; 2025Q2: 39,906 shares; 2025Q3: 41,311 shares; 2025Q4: 41,356 shares; 2026Q1: 41,150 shares 41,150 $8.95M 0.28% -206 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 41,976 shares; 2024Q3: 58,919 shares; 2024Q4: 31,391 shares; 2025Q1: 45,954 shares; 2025Q2: 47,804 shares; 2025Q3: 50,144 shares; 2025Q4: 47,513 shares; 2026Q1: 47,689 shares 47,689 $8.9M 0.28% +176 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 34,273 shares; 2024Q3: 34,390 shares; 2024Q4: 34,509 shares; 2025Q1: 34,635 shares; 2025Q2: 34,783 shares; 2025Q3: 34,791 shares; 2025Q4: 34,829 shares; 2026Q1: 34,849 shares 34,849 $8.74M 0.27% +20 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 99,505 shares; 2024Q3: 105,286 shares; 2024Q4: 99,922 shares; 2025Q1: 110,830 shares; 2025Q2: 123,586 shares; 2025Q3: 130,416 shares; 2025Q4: 145,214 shares; 2026Q1: 193,570 shares 193,570 $8.6M 0.27% +48,356 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 194,999 shares; 2024Q3: 188,660 shares; 2024Q4: 373,210 shares; 2025Q1: 355,967 shares; 2025Q2: 349,343 shares; 2025Q3: 345,509 shares; 2025Q4: 342,933 shares; 2026Q1: 336,469 shares 336,469 $8.33M 0.26% -6,464 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 71,283 shares; 2024Q3: 66,098 shares; 2024Q4: 64,251 shares; 2025Q1: 63,959 shares; 2025Q2: 63,380 shares; 2025Q3: 59,697 shares; 2025Q4: 58,384 shares; 2026Q1: 56,981 shares 56,981 $8.31M 0.26% -1,403 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 42,077 shares; 2024Q3: 5,609 shares; 2024Q4: 5,128 shares; 2025Q1: 4,804 shares; 2025Q2: 4,439 shares; 2025Q3: 5,543 shares; 2025Q4: 44,091 shares; 2026Q1: 41,781 shares 41,781 $8.28M 0.26% -2,310 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 37,442 shares; 2024Q3: 35,200 shares; 2024Q4: 35,716 shares; 2025Q1: 34,672 shares; 2025Q2: 35,019 shares; 2025Q3: 34,276 shares; 2025Q4: 32,803 shares; 2026Q1: 31,236 shares 31,236 $8.18M 0.25% -1,567 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 86,839 shares; 2024Q3: 88,640 shares; 2024Q4: 246,219 shares; 2025Q1: 250,152 shares; 2025Q2: 269,081 shares; 2025Q3: 274,813 shares; 2025Q4: 277,220 shares; 2026Q1: 267,752 shares 267,752 $8.17M 0.25% -9,468 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 55,281 shares; 2024Q3: 53,230 shares; 2024Q4: 52,812 shares; 2025Q1: 51,791 shares; 2025Q2: 49,870 shares; 2025Q3: 46,992 shares; 2025Q4: 46,677 shares; 2026Q1: 43,076 shares 43,076 $7.94M 0.25% -3,601 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,477 shares; 2024Q3: 13,295 shares; 2024Q4: 12,930 shares; 2025Q1: 13,199 shares; 2025Q2: 7,553 shares; 2025Q3: 7,562 shares; 2025Q4: 5,281 shares; 2026Q1: 5,378 shares 5,378 $7.92M 0.25% +97 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 39,602 shares; 2024Q3: 38,941 shares; 2024Q4: 38,953 shares; 2025Q1: 38,596 shares; 2025Q2: 38,576 shares; 2025Q3: 38,075 shares; 2025Q4: 38,080 shares; 2026Q1: 37,365 shares 37,365 $7.89M 0.25% -715 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 164,382 shares; 2024Q3: 168,271 shares; 2024Q4: 173,810 shares; 2025Q1: 172,229 shares; 2025Q2: 168,282 shares; 2025Q3: 151,815 shares; 2025Q4: 141,449 shares; 2026Q1: 141,053 shares 141,053 $7.81M 0.24% -396 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 60,668 shares; 2024Q3: 62,867 shares; 2024Q4: 218,849 shares; 2025Q1: 227,515 shares; 2025Q2: 256,495 shares; 2025Q3: 248,434 shares; 2025Q4: 253,410 shares; 2026Q1: 266,212 shares 266,212 $7.75M 0.24% +12,802 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 127,116 shares; 2024Q3: 118,078 shares; 2024Q4: 117,452 shares; 2025Q1: 116,658 shares; 2025Q2: 116,408 shares; 2025Q3: 112,628 shares; 2025Q4: 111,393 shares; 2026Q1: 114,703 shares 114,703 $7.75M 0.24% +3,310 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,546 shares; 2025Q2: 2,634 shares; 2025Q3: 2,938 shares; 2025Q4: 2,517 shares; 2026Q1: 123,124 shares 123,124 $7.73M 0.24% +120,607 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,604 shares; 2024Q3: 17,427 shares; 2024Q4: 15,888 shares; 2025Q1: 17,082 shares; 2025Q2: 23,070 shares; 2025Q3: 22,283 shares; 2025Q4: 20,607 shares; 2026Q1: 20,681 shares 20,681 $7.69M 0.24% +74 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 240,104 shares; 2024Q3: 232,114 shares; 2024Q4: 227,364 shares; 2025Q1: 227,402 shares; 2025Q2: 227,794 shares; 2025Q3: 226,761 shares; 2025Q4: 222,374 shares; 2026Q1: 220,566 shares 220,566 $7.59M 0.24% -1,808 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 203,885 shares; 2024Q3: 178,930 shares; 2024Q4: 173,992 shares; 2025Q1: 172,511 shares; 2025Q2: 161,656 shares; 2025Q3: 160,899 shares; 2025Q4: 160,353 shares; 2026Q1: 154,713 shares 154,713 $7.5M 0.23% -5,640 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,057 shares; 2026Q1: 78,355 shares 78,355 $7.22M 0.22% +5,298 Timeline ONMD ONEMEDNET CORP More: the full row for ONEMEDNET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,135,796 shares; 2024Q3: 3,101,718 shares; 2024Q4: 1,447,836 shares; 2025Q1: 1,446,414 shares; 2025Q2: 1,491,862 shares; 2025Q3: 3,599,460 shares; 2025Q4: 3,644,861 shares; 2026Q1: 8,377,559 shares 8,377,559 $7.12M 0.22% +4,732,698 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 52,037 shares; 2024Q3: 56,021 shares; 2024Q4: 54,853 shares; 2025Q1: 60,668 shares; 2025Q2: 53,584 shares; 2025Q3: 60,818 shares; 2025Q4: 61,028 shares; 2026Q1: 65,130 shares 65,130 $6.91M 0.21% +4,102 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 60,198 shares; 2024Q3: 74,173 shares; 2024Q4: 70,237 shares; 2025Q1: 69,154 shares; 2025Q2: 75,639 shares; 2025Q3: 79,899 shares; 2025Q4: 81,298 shares; 2026Q1: 80,592 shares 80,592 $6.74M 0.21% -706 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 107,839 shares; 2024Q3: 105,286 shares; 2024Q4: 207,221 shares; 2025Q1: 210,131 shares; 2025Q2: 207,606 shares; 2025Q3: 203,712 shares; 2025Q4: 206,110 shares; 2026Q1: 204,729 shares 204,729 $6.64M 0.21% -1,381 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 78,018 shares; 2024Q3: 76,335 shares; 2024Q4: 66,565 shares; 2025Q1: 62,002 shares; 2025Q2: 45,040 shares; 2025Q3: 42,794 shares; 2025Q4: 24,106 shares; 2026Q1: 24,425 shares 24,425 $6.61M 0.21% +319 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,355 shares; 2024Q3: 1,398 shares; 2024Q4: 29,716 shares; 2025Q1: 30,304 shares; 2025Q2: 29,110 shares; 2025Q3: 29,093 shares; 2025Q4: 28,455 shares; 2026Q1: 26,995 shares 26,995 $6.55M 0.2% -1,460 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 76,059 shares; 2024Q3: 74,840 shares; 2024Q4: 71,340 shares; 2025Q1: 70,923 shares; 2025Q2: 68,877 shares; 2025Q3: 67,312 shares; 2025Q4: 39,195 shares; 2026Q1: 41,376 shares 41,376 $6.51M 0.2% +2,181 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 111,566 shares; 2024Q3: 110,496 shares; 2024Q4: 116,674 shares; 2025Q1: 108,822 shares; 2025Q2: 99,640 shares; 2025Q3: 105,062 shares; 2025Q4: 119,929 shares; 2026Q1: 126,269 shares 126,269 $6.42M 0.2% +6,340 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 63,303 shares; 2024Q3: 62,191 shares; 2024Q4: 65,790 shares; 2025Q1: 64,276 shares; 2025Q2: 47,125 shares; 2025Q3: 49,876 shares; 2025Q4: 55,862 shares; 2026Q1: 58,823 shares 58,823 $6.41M 0.2% +2,961 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 59,039 shares; 2024Q3: 59,236 shares; 2024Q4: 58,726 shares; 2025Q1: 60,168 shares; 2025Q2: 59,921 shares; 2025Q3: 64,186 shares; 2025Q4: 65,659 shares; 2026Q1: 68,043 shares 68,043 $6.33M 0.2% +2,384 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,187 shares; 2025Q2: 97,671 shares; 2025Q3: 97,012 shares; 2025Q4: 92,282 shares; 2026Q1: 87,985 shares 87,985 $6.29M 0.2% -4,297 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,838 shares; 2024Q3: 18,178 shares; 2024Q4: 17,301 shares; 2025Q1: 16,630 shares; 2025Q2: 15,665 shares; 2025Q3: 16,458 shares; 2025Q4: 16,324 shares; 2026Q1: 17,401 shares 17,401 $6.12M 0.19% +1,077 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 75,531 shares; 2024Q3: 77,315 shares; 2024Q4: 80,996 shares; 2025Q1: 84,332 shares; 2025Q2: 67,622 shares; 2025Q3: 61,828 shares; 2025Q4: 59,935 shares; 2026Q1: 64,354 shares 64,354 $6M 0.19% +4,419 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,985 shares; 2024Q3: 15,985 shares; 2024Q4: 19,674 shares; 2025Q1: 16,874 shares; 2025Q2: 16,874 shares; 2025Q3: 16,874 shares; 2025Q4: 22,980 shares; 2026Q1: 260,389 shares 260,389 $5.98M 0.19% +237,409 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,403 shares; 2024Q3: 29,850 shares; 2024Q4: 28,950 shares; 2025Q1: 28,019 shares; 2025Q2: 27,483 shares; 2025Q3: 26,146 shares; 2025Q4: 26,166 shares; 2026Q1: 24,322 shares 24,322 $5.84M 0.18% -1,844 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 35,504 shares; 2024Q3: 35,423 shares; 2024Q4: 37,987 shares; 2025Q1: 34,351 shares; 2025Q2: 32,983 shares; 2025Q3: 32,973 shares; 2025Q4: 33,102 shares; 2026Q1: 34,164 shares 34,164 $5.8M 0.18% +1,062 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 549,506 shares; 2025Q3: 539,656 shares; 2025Q4: 550,013 shares; 2026Q1: 553,705 shares 553,705 $5.78M 0.18% +3,692 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,102 shares; 2024Q3: 25,729 shares; 2024Q4: 24,339 shares; 2025Q1: 24,268 shares; 2025Q2: 23,959 shares; 2025Q3: 25,392 shares; 2025Q4: 21,330 shares; 2026Q1: 23,332 shares 23,332 $5.67M 0.18% +2,002 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 84,042 shares; 2024Q3: 80,144 shares; 2024Q4: 77,816 shares; 2025Q1: 78,342 shares; 2025Q2: 74,343 shares; 2025Q3: 74,406 shares; 2025Q4: 74,912 shares; 2026Q1: 74,475 shares 74,475 $5.66M 0.18% -437 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 146,742 shares; 2024Q3: 98,885 shares; 2024Q4: 87,858 shares; 2025Q1: 86,145 shares; 2025Q2: 82,504 shares; 2025Q3: 81,519 shares; 2025Q4: 73,849 shares; 2026Q1: 71,359 shares 71,359 $5.61M 0.17% -2,490 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 29,317 shares; 2024Q3: 28,026 shares; 2024Q4: 27,044 shares; 2025Q1: 26,830 shares; 2025Q2: 25,009 shares; 2025Q3: 25,109 shares; 2025Q4: 24,947 shares; 2026Q1: 24,256 shares 24,256 $5.57M 0.17% -691 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,217 shares 87,217 $5.55M 0.17% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 90,461 shares; 2024Q3: 85,745 shares; 2024Q4: 83,222 shares; 2025Q1: 82,570 shares; 2025Q2: 77,582 shares; 2025Q3: 81,323 shares; 2025Q4: 81,355 shares; 2026Q1: 81,294 shares 81,294 $5.37M 0.17% -61 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 46,462 shares; 2024Q3: 45,428 shares; 2024Q4: 44,703 shares; 2025Q1: 44,991 shares; 2025Q2: 44,161 shares; 2025Q3: 43,110 shares; 2025Q4: 41,027 shares; 2026Q1: 40,108 shares 40,108 $5.25M 0.16% -919 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 193,629 shares; 2024Q3: 183,707 shares; 2024Q4: 177,013 shares; 2025Q1: 173,792 shares; 2025Q2: 160,068 shares; 2025Q3: 170,883 shares; 2025Q4: 169,304 shares; 2026Q1: 170,540 shares 170,540 $5.17M 0.16% +1,236 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 68,171 shares; 2024Q3: 65,609 shares; 2024Q4: 192,469 shares; 2025Q1: 189,311 shares; 2025Q2: 189,486 shares; 2025Q3: 188,474 shares; 2025Q4: 194,096 shares; 2026Q1: 184,682 shares 184,682 $5.14M 0.16% -9,414 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 44,016 shares; 2024Q4: 43,551 shares; 2025Q1: 44,228 shares; 2025Q2: 42,475 shares; 2025Q3: 42,398 shares; 2025Q4: 42,255 shares; 2026Q1: 40,484 shares 40,484 $5.11M 0.16% -1,771 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 66,010 shares; 2024Q3: 66,598 shares; 2024Q4: 67,055 shares; 2025Q1: 68,118 shares; 2025Q2: 69,219 shares; 2025Q3: 68,629 shares; 2025Q4: 68,205 shares; 2026Q1: 68,101 shares 68,101 $4.96M 0.15% -104 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 68,114 shares; 2024Q3: 71,439 shares; 2024Q4: 75,865 shares; 2025Q1: 81,858 shares; 2025Q2: 72,652 shares; 2025Q3: 74,158 shares; 2025Q4: 74,056 shares; 2026Q1: 69,540 shares 69,540 $4.93M 0.15% -4,516 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 83,247 shares; 2024Q3: 84,218 shares; 2024Q4: 85,103 shares; 2025Q1: 84,548 shares; 2025Q2: 78,286 shares; 2025Q3: 80,645 shares; 2025Q4: 79,225 shares; 2026Q1: 76,254 shares 76,254 $4.93M 0.15% -2,971 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,161 shares; 2024Q3: 12,242 shares; 2024Q4: 8,279 shares; 2025Q1: 106,446 shares; 2025Q2: 50,576 shares; 2025Q3: 2,548 shares; 2025Q4: 2,498 shares; 2026Q1: 14,521 shares 14,521 $4.91M 0.15% +12,023 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 114,344 shares; 2024Q3: 113,527 shares; 2024Q4: 113,617 shares; 2025Q1: 111,744 shares; 2025Q2: 106,115 shares; 2025Q3: 104,365 shares; 2025Q4: 104,420 shares; 2026Q1: 97,232 shares 97,232 $4.87M 0.15% -7,188 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 41,268 shares; 2024Q3: 43,121 shares; 2024Q4: 42,078 shares; 2025Q1: 41,481 shares; 2025Q2: 40,198 shares; 2025Q3: 42,231 shares; 2025Q4: 42,813 shares; 2026Q1: 99,376 shares 99,376 $4.84M 0.15% +56,563 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 54,263 shares; 2024Q3: 51,488 shares; 2024Q4: 47,315 shares; 2025Q1: 47,211 shares; 2025Q2: 50,910 shares; 2025Q3: 51,128 shares; 2025Q4: 51,521 shares; 2026Q1: 52,694 shares 52,694 $4.76M 0.15% +1,173 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,787 shares; 2024Q3: 48,615 shares; 2024Q4: 102,879 shares; 2025Q1: 77,230 shares; 2025Q2: 82,681 shares; 2025Q3: 101,235 shares; 2025Q4: 102,491 shares; 2026Q1: 80,117 shares 80,117 $4.73M 0.15% -22,374 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 33,486 shares; 2024Q3: 31,783 shares; 2024Q4: 30,636 shares; 2025Q1: 30,540 shares; 2025Q2: 29,124 shares; 2025Q3: 29,735 shares; 2025Q4: 29,995 shares; 2026Q1: 29,549 shares 29,549 $4.72M 0.15% -446 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,393 shares; 2025Q3: 3,418 shares; 2025Q4: 3,205 shares; 2026Q1: 37,120 shares 37,120 $4.69M 0.15% +33,915 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 104,992 shares; 2024Q3: 103,769 shares; 2024Q4: 103,940 shares; 2025Q1: 99,324 shares; 2025Q2: 98,717 shares; 2025Q3: 95,745 shares; 2025Q4: 97,338 shares; 2026Q1: 95,859 shares 95,859 $4.5M 0.14% -1,479 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 69,940 shares; 2024Q3: 68,648 shares; 2024Q4: 65,950 shares; 2025Q1: 70,860 shares; 2025Q2: 93,732 shares; 2025Q3: 95,110 shares; 2025Q4: 87,348 shares; 2026Q1: 90,075 shares 90,075 $4.49M 0.14% +2,727 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 36,122 shares; 2024Q3: 35,031 shares; 2024Q4: 34,490 shares; 2025Q1: 35,005 shares; 2025Q2: 33,227 shares; 2025Q3: 34,051 shares; 2025Q4: 34,349 shares; 2026Q1: 34,027 shares 34,027 $4.46M 0.14% -322 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 111,222 shares; 2024Q3: 109,136 shares; 2024Q4: 187,946 shares; 2025Q1: 183,989 shares; 2025Q2: 171,860 shares; 2025Q3: 172,607 shares; 2025Q4: 169,392 shares; 2026Q1: 166,846 shares 166,846 $4.44M 0.14% -2,546 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 76,225 shares; 2024Q3: 72,626 shares; 2024Q4: 74,737 shares; 2025Q1: 77,420 shares; 2025Q2: 81,069 shares; 2025Q3: 87,178 shares; 2025Q4: 89,319 shares; 2026Q1: 92,075 shares 92,075 $4.42M 0.14% +2,756 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; 2024Q2: 38,212 shares; 2024Q3: 18,717 shares; 2024Q4: 18,169 shares; 2025Q1: 18,226 shares; 2025Q2: 26,846 shares; 2025Q3: 26,493 shares; 2025Q4: 17,477 shares; 2026Q1: 8,129 shares 8,129 $4.42M 0.14% -9,348 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,755 shares; 2024Q3: 24,282 shares; 2024Q4: 23,268 shares; 2025Q1: 23,267 shares; 2025Q2: 27,085 shares; 2025Q3: 28,186 shares; 2025Q4: 28,607 shares; 2026Q1: 28,120 shares 28,120 $4.37M 0.14% -487 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 57,154 shares; 2024Q3: 53,456 shares; 2024Q4: 51,491 shares; 2025Q1: 50,193 shares; 2025Q2: 46,533 shares; 2025Q3: 48,174 shares; 2025Q4: 95,558 shares; 2026Q1: 93,822 shares 93,822 $4.31M 0.13% -1,736 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,076 shares; 2025Q3: 3,603 shares; 2025Q4: 62,154 shares; 2026Q1: 76,160 shares 76,160 $4.25M 0.13% +14,006 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,234 shares; 2024Q3: 1,989 shares; 2024Q4: 1,986 shares; 2025Q1: 2,149 shares; 2025Q2: 5,103 shares; 2025Q3: 4,775 shares; 2025Q4: 4,781 shares; 2026Q1: 4,632 shares 4,632 $4.15M 0.13% -149 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,892 shares; 2024Q3: 16,421 shares; 2024Q4: 15,847 shares; 2025Q1: 15,873 shares; 2025Q2: 19,314 shares; 2025Q3: 19,788 shares; 2025Q4: 18,344 shares; 2026Q1: 17,387 shares 17,387 $4.11M 0.13% -957 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,500 shares; 2024Q3: 21,825 shares; 2024Q4: 27,194 shares; 2025Q1: 28,125 shares; 2025Q2: 24,030 shares; 2025Q3: 25,263 shares; 2025Q4: 27,227 shares; 2026Q1: 32,580 shares 32,580 $4.05M 0.13% +5,353 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 42,702 shares; 2024Q4: 43,398 shares; 2025Q1: 48,034 shares; 2025Q2: 47,572 shares; 2025Q3: 50,393 shares; 2025Q4: 53,144 shares; 2026Q1: 58,211 shares 58,211 $4.01M 0.12% +5,067 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,179 shares; 2024Q3: 24,696 shares; 2024Q4: 24,655 shares; 2025Q1: 22,122 shares; 2025Q2: 21,586 shares; 2025Q3: 21,823 shares; 2025Q4: 22,409 shares; 2026Q1: 21,959 shares 21,959 $4M 0.12% -450 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,162 shares 20,162 $3.98M 0.12% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,952 shares; 2024Q3: 7,131 shares; 2024Q4: 8,048 shares; 2025Q1: 8,058 shares; 2025Q2: 9,548 shares; 2025Q3: 9,396 shares; 2025Q4: 9,350 shares; 2026Q1: 9,202 shares 9,202 $3.92M 0.12% -148 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 55,858 shares; 2024Q3: 58,914 shares; 2024Q4: 58,711 shares; 2025Q1: 60,452 shares; 2025Q2: 63,446 shares; 2025Q3: 66,553 shares; 2025Q4: 73,304 shares; 2026Q1: 81,382 shares 81,382 $3.92M 0.12% +8,078 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,794 shares; 2024Q3: 29,390 shares; 2024Q4: 28,179 shares; 2025Q1: 27,758 shares; 2025Q2: 23,070 shares; 2025Q3: 23,584 shares; 2025Q4: 23,397 shares; 2026Q1: 22,556 shares 22,556 $3.91M 0.12% -841 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 106,905 shares; 2024Q3: 194,334 shares; 2024Q4: 196,987 shares; 2025Q1: 172,398 shares; 2025Q2: 184,019 shares; 2025Q3: 196,145 shares; 2025Q4: 207,874 shares; 2026Q1: 229,938 shares 229,938 $3.9M 0.12% +22,064 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 129,854 shares; 2024Q3: 123,606 shares; 2024Q4: 83,693 shares; 2025Q1: 14,837 shares; 2025Q2: 14,498 shares; 2025Q3: 12,915 shares; 2025Q4: 13,022 shares; 2026Q1: 19,864 shares 19,864 $3.83M 0.12% +6,842 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 98,805 shares; 2024Q3: 102,784 shares; 2024Q4: 101,679 shares; 2025Q1: 99,911 shares; 2025Q2: 97,320 shares; 2025Q3: 96,397 shares; 2025Q4: 81,350 shares; 2026Q1: 84,704 shares 84,704 $3.79M 0.12% +3,354 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 65,128 shares; 2024Q3: 65,078 shares; 2024Q4: 179,554 shares; 2025Q1: 176,935 shares; 2025Q2: 171,845 shares; 2025Q3: 162,978 shares; 2025Q4: 141,719 shares; 2026Q1: 146,817 shares 146,817 $3.76M 0.12% +5,098 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,438 shares; 2026Q1: 65,336 shares 65,336 $3.72M 0.12% +3,898 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,224 shares; 2024Q3: 5,140 shares; 2024Q4: 5,127 shares; 2025Q1: 5,173 shares; 2025Q2: 4,879 shares; 2025Q3: 4,931 shares; 2025Q4: 4,997 shares; 2026Q1: 5,142 shares 5,142 $3.64M 0.11% +145 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 102,003 shares; 2024Q3: 105,896 shares; 2024Q4: 126,601 shares; 2025Q1: 136,932 shares; 2025Q2: 118,955 shares; 2025Q3: 119,671 shares; 2025Q4: 115,228 shares; 2026Q1: 105,705 shares 105,705 $3.59M 0.11% -9,523 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 107,984 shares; 2024Q3: 108,746 shares; 2024Q4: 112,706 shares; 2025Q1: 100,422 shares; 2025Q2: 100,425 shares; 2025Q3: 96,686 shares; 2025Q4: 95,851 shares; 2026Q1: 94,496 shares 94,496 $3.58M 0.11% -1,355 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,150 shares; 2024Q3: 12,513 shares; 2024Q4: 12,049 shares; 2025Q1: 11,914 shares; 2025Q2: 18,595 shares; 2025Q3: 19,086 shares; 2025Q4: 18,789 shares; 2026Q1: 18,559 shares 18,559 $3.52M 0.11% -230 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 29,458 shares; 2024Q3: 29,278 shares; 2024Q4: 29,897 shares; 2025Q1: 28,959 shares; 2025Q2: 29,227 shares; 2025Q3: 29,677 shares; 2025Q4: 30,395 shares; 2026Q1: 31,036 shares 31,036 $3.43M 0.11% +641 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,581 shares; 2024Q3: 8,420 shares; 2024Q4: 8,535 shares; 2025Q1: 7,862 shares; 2025Q2: 8,874 shares; 2025Q3: 9,341 shares; 2025Q4: 9,960 shares; 2026Q1: 10,468 shares 10,468 $3.38M 0.11% +508 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,174 shares; 2024Q3: 8,790 shares; 2024Q4: 8,890 shares; 2025Q1: 9,304 shares; 2025Q2: 9,825 shares; 2025Q3: 9,602 shares; 2025Q4: 10,589 shares; 2026Q1: 10,052 shares 10,052 $3.28M 0.1% -537 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,519 shares; 2024Q3: 12,862 shares; 2024Q4: 12,439 shares; 2025Q1: 12,178 shares; 2025Q2: 11,480 shares; 2025Q3: 12,200 shares; 2025Q4: 12,091 shares; 2026Q1: 11,865 shares 11,865 $3.21M 0.1% -226 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,058 shares; 2024Q3: 12,374 shares; 2024Q4: 12,121 shares; 2025Q1: 11,655 shares; 2025Q2: 10,606 shares; 2025Q3: 10,591 shares; 2025Q4: 10,457 shares; 2026Q1: 10,311 shares 10,311 $3.2M 0.1% -146 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,283 shares; 2024Q3: 5,019 shares; 2024Q4: 4,855 shares; 2025Q1: 4,975 shares; 2025Q2: 4,763 shares; 2025Q3: 4,802 shares; 2025Q4: 4,685 shares; 2026Q1: 4,679 shares 4,679 $3.19M 0.1% -6 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; 2024Q2: 50,950 shares; 2024Q3: 49,615 shares; 2024Q4: 48,432 shares; 2025Q1: 49,909 shares; 2025Q2: 47,991 shares; 2025Q3: 49,072 shares; 2025Q4: 48,572 shares; 2026Q1: 46,893 shares 46,893 $3.17M 0.1% -1,679 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 31,100 shares; 2024Q3: 31,106 shares; 2024Q4: 31,119 shares; 2025Q1: 31,123 shares; 2025Q2: 30,893 shares; 2025Q3: 30,481 shares; 2025Q4: 30,488 shares; 2026Q1: 30,880 shares 30,880 $3.14M 0.1% +392 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,190 shares; 2024Q3: 15,787 shares; 2024Q4: 16,023 shares; 2025Q1: 20,452 shares; 2025Q2: 20,585 shares; 2025Q3: 20,759 shares; 2025Q4: 20,605 shares; 2026Q1: 21,475 shares 21,475 $3.1M 0.1% +870 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 33,365 shares; 2024Q3: 33,461 shares; 2024Q4: 31,491 shares; 2025Q1: 30,772 shares; 2025Q2: 29,172 shares; 2025Q3: 29,588 shares; 2025Q4: 29,843 shares; 2026Q1: 28,894 shares 28,894 $3.08M 0.1% -949 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 20,269 shares; 2024Q3: 20,263 shares; 2024Q4: 20,263 shares; 2025Q1: 20,296 shares; 2025Q2: 20,596 shares; 2025Q3: 21,383 shares; 2025Q4: 20,169 shares; 2026Q1: 21,128 shares 21,128 $3.07M 0.1% +959 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 74,683 shares; 2024Q3: 64,773 shares; 2024Q4: 62,311 shares; 2025Q1: 61,880 shares; 2025Q2: 57,560 shares; 2025Q3: 61,014 shares; 2025Q4: 59,504 shares; 2026Q1: 60,717 shares 60,717 $3.05M 0.09% +1,213 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 48,617 shares; 2024Q3: 48,938 shares; 2024Q4: 45,868 shares; 2025Q1: 46,896 shares; 2025Q2: 47,705 shares; 2025Q3: 50,956 shares; 2025Q4: 51,462 shares; 2026Q1: 55,198 shares 55,198 $3.05M 0.09% +3,736 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,887 shares; 2024Q3: 11,455 shares; 2024Q4: 12,171 shares; 2025Q1: 13,631 shares; 2025Q2: 13,461 shares; 2025Q3: 13,093 shares; 2025Q4: 13,028 shares; 2026Q1: 14,019 shares 14,019 $3.01M 0.09% +991 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 157,000 shares; 2024Q3: 148,752 shares; 2024Q4: 118,471 shares; 2025Q1: 110,046 shares; 2025Q2: 79,071 shares; 2025Q3: 61,454 shares; 2025Q4: 24,172 shares; 2026Q1: 20,455 shares 20,455 $3.01M 0.09% -3,717 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,463 shares; 2024Q3: 9,459 shares; 2024Q4: 10,334 shares; 2025Q1: 10,580 shares; 2025Q2: 10,358 shares; 2025Q3: 13,870 shares; 2025Q4: 9,154 shares; 2026Q1: 8,661 shares 8,661 $2.96M 0.09% -493 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,422 shares; 2024Q3: 11,922 shares; 2024Q4: 12,023 shares; 2025Q1: 12,442 shares; 2025Q2: 11,069 shares; 2025Q3: 12,029 shares; 2025Q4: 12,443 shares; 2026Q1: 17,223 shares 17,223 $2.95M 0.09% +4,780 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 43,142 shares; 2024Q3: 41,721 shares; 2024Q4: 40,603 shares; 2025Q1: 40,927 shares; 2025Q2: 39,153 shares; 2025Q3: 39,854 shares; 2025Q4: 42,732 shares; 2026Q1: 41,618 shares 41,618 $2.88M 0.09% -1,114 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,950 shares; 2025Q1: 3,005 shares; 2025Q2: 3,031 shares; 2025Q3: 2,810 shares; 2025Q4: 2,774 shares; 2026Q1: 2,854 shares 2,854 $2.74M 0.09% +80 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 48,006 shares; 2024Q3: 46,436 shares; 2024Q4: 44,229 shares; 2025Q1: 44,804 shares; 2025Q2: 43,062 shares; 2025Q3: 45,112 shares; 2025Q4: 41,424 shares; 2026Q1: 38,212 shares 38,212 $2.74M 0.09% -3,212 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 54,242 shares; 2024Q3: 49,419 shares; 2024Q4: 51,055 shares; 2025Q1: 50,277 shares; 2025Q2: 45,700 shares; 2025Q3: 47,744 shares; 2025Q4: 48,861 shares; 2026Q1: 50,443 shares 50,443 $2.73M 0.08% +1,582 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,323 shares; 2024Q3: 8,087 shares; 2024Q4: 8,065 shares; 2025Q1: 8,028 shares; 2025Q2: 8,052 shares; 2025Q3: 8,131 shares; 2025Q4: 8,055 shares; 2026Q1: 7,843 shares 7,843 $2.69M 0.08% -212 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,627 shares; 2024Q3: 37,516 shares; 2024Q4: 36,710 shares; 2025Q1: 20,346 shares; 2025Q2: 19,755 shares; 2025Q3: 20,478 shares; 2025Q4: 20,596 shares; 2026Q1: 20,245 shares 20,245 $2.67M 0.08% -351 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 35,497 shares; 2024Q3: 33,945 shares; 2024Q4: 32,814 shares; 2025Q1: 32,439 shares; 2025Q2: 30,336 shares; 2025Q3: 30,855 shares; 2025Q4: 30,251 shares; 2026Q1: 29,066 shares 29,066 $2.64M 0.08% -1,185 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,699 shares; 2025Q2: 25,205 shares; 2025Q3: 27,383 shares; 2025Q4: 28,906 shares; 2026Q1: 31,948 shares 31,948 $2.64M 0.08% +3,042 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 97,284 shares; 2024Q3: 91,151 shares; 2024Q4: 31,564 shares; 2025Q1: 30,306 shares; 2025Q2: 28,809 shares; 2025Q3: 23,337 shares; 2025Q4: 24,716 shares; 2026Q1: 21,409 shares 21,409 $2.58M 0.08% -3,307 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,752 shares; 2024Q3: 16,833 shares; 2024Q4: 15,526 shares; 2025Q1: 15,599 shares; 2025Q2: 14,800 shares; 2025Q3: 13,854 shares; 2025Q4: 11,981 shares; 2026Q1: 10,323 shares 10,323 $2.56M 0.08% -1,658 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,309 shares 71,309 $2.49M 0.08% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,333 shares; 2024Q3: 15,986 shares; 2024Q4: 17,175 shares; 2025Q1: 21,723 shares; 2025Q2: 22,251 shares; 2025Q3: 18,194 shares; 2025Q4: 16,930 shares; 2026Q1: 16,286 shares 16,286 $2.38M 0.07% -644 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,501 shares; 2024Q3: 2,552 shares; 2024Q4: 4,547 shares; 2025Q1: 4,613 shares; 2025Q2: 4,631 shares; 2025Q3: 4,626 shares; 2025Q4: 4,401 shares; 2026Q1: 4,187 shares 4,187 $2.36M 0.07% -214 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 129,620 shares; 2024Q3: 117,494 shares; 2024Q4: 98,048 shares; 2025Q1: 81,373 shares; 2025Q2: 79,226 shares; 2025Q3: 63,766 shares; 2025Q4: 59,583 shares; 2026Q1: 57,318 shares 57,318 $2.34M 0.07% -2,265 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,758 shares; 2024Q3: 5,795 shares; 2024Q4: 5,805 shares; 2025Q1: 5,797 shares; 2025Q2: 5,734 shares; 2025Q3: 6,077 shares; 2025Q4: 6,368 shares; 2026Q1: 6,503 shares 6,503 $2.32M 0.07% +135 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 82,309 shares; 2024Q3: 77,076 shares; 2024Q4: 75,462 shares; 2025Q1: 76,716 shares; 2025Q2: 70,548 shares; 2025Q3: 79,746 shares; 2025Q4: 80,856 shares; 2026Q1: 81,932 shares 81,932 $2.3M 0.07% +1,076 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 36,102 shares; 2024Q3: 36,989 shares; 2024Q4: 53,141 shares; 2025Q1: 69,872 shares; 2025Q2: 70,640 shares; 2025Q3: 69,304 shares; 2025Q4: 63,973 shares; 2026Q1: 58,692 shares 58,692 $2.28M 0.07% -5,281 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,045 shares; 2025Q3: 75,764 shares; 2025Q4: 79,810 shares; 2026Q1: 87,051 shares 87,051 $2.27M 0.07% +7,241 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 851 shares; 2024Q3: 860 shares; 2024Q4: 864 shares; 2025Q1: 673 shares; 2025Q2: 10,240 shares; 2025Q3: 10,444 shares; 2025Q4: 10,525 shares; 2026Q1: 24,561 shares 24,561 $2.27M 0.07% +14,036 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 57,679 shares; 2024Q3: 53,464 shares; 2024Q4: 48,372 shares; 2025Q1: 48,670 shares; 2025Q2: 46,164 shares; 2025Q3: 60,092 shares; 2025Q4: 51,578 shares; 2026Q1: 53,237 shares 53,237 $2.21M 0.07% +1,659 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,648 shares; 2024Q3: 16,636 shares; 2024Q4: 17,026 shares; 2025Q1: 17,447 shares; 2025Q2: 20,505 shares; 2025Q3: 24,291 shares; 2025Q4: 26,491 shares; 2026Q1: 30,773 shares 30,773 $2.19M 0.07% +4,282 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 54,951 shares; 2024Q3: 49,964 shares; 2024Q4: 42,689 shares; 2025Q1: 42,073 shares; 2025Q2: 39,877 shares; 2025Q3: 52,272 shares; 2025Q4: 46,190 shares; 2026Q1: 47,752 shares 47,752 $2.18M 0.07% +1,562 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,760 shares; 2024Q3: 30,210 shares; 2024Q4: 29,508 shares; 2025Q1: 29,631 shares; 2025Q2: 42,270 shares; 2025Q3: 34,093 shares; 2025Q4: 33,277 shares; 2026Q1: 33,232 shares 33,232 $2.15M 0.07% -45 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,091,893 shares; 2024Q3: 1,065,601 shares; 2024Q4: 1,048,167 shares; 2025Q1: 202,783 shares; 2025Q2: 201,156 shares; 2025Q3: 191,549 shares; 2025Q4: 199,219 shares; 2026Q1: 213,938 shares 213,938 $2.14M 0.07% +14,719 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,142 shares; 2024Q3: 12,077 shares; 2024Q4: 11,905 shares; 2025Q1: 11,808 shares; 2025Q2: 10,892 shares; 2025Q3: 11,015 shares; 2025Q4: 11,104 shares; 2026Q1: 11,087 shares 11,087 $2.13M 0.07% -17 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 87,909 shares; 2024Q3: 85,887 shares; 2024Q4: 85,860 shares; 2025Q1: 83,836 shares; 2025Q2: 78,679 shares; 2025Q3: 78,243 shares; 2025Q4: 73,789 shares; 2026Q1: 66,510 shares 66,510 $2.11M 0.07% -7,279 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,060 shares; 2024Q3: 9,552 shares; 2024Q4: 9,049 shares; 2025Q1: 8,861 shares; 2025Q2: 8,377 shares; 2025Q3: 8,319 shares; 2025Q4: 8,160 shares; 2026Q1: 7,869 shares 7,869 $2.1M 0.07% -291 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 37,709 shares; 2024Q3: 40,277 shares; 2024Q4: 40,330 shares; 2025Q1: 40,276 shares; 2025Q2: 35,944 shares; 2025Q3: 26,603 shares; 2025Q4: 25,271 shares; 2026Q1: 27,637 shares 27,637 $2.08M 0.06% +2,366 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,964 shares; 2024Q3: 6,871 shares; 2024Q4: 7,746 shares; 2025Q1: 7,209 shares; 2025Q2: 6,851 shares; 2025Q3: 6,387 shares; 2025Q4: 5,839 shares; 2026Q1: 6,105 shares 6,105 $2.01M 0.06% +266 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 43,489 shares; 2024Q3: 37,123 shares; 2024Q4: 34,471 shares; 2025Q1: 34,778 shares; 2025Q2: 32,386 shares; 2025Q3: 31,396 shares; 2025Q4: 28,969 shares; 2026Q1: 26,717 shares 26,717 $2.01M 0.06% -2,252 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,193 shares; 2025Q3: 7,320 shares; 2025Q4: 11,472 shares; 2026Q1: 11,349 shares 11,349 $2.01M 0.06% -123 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,079 shares; 2024Q3: 8,641 shares; 2024Q4: 8,277 shares; 2025Q1: 8,134 shares; 2025Q2: 7,455 shares; 2025Q3: 7,840 shares; 2025Q4: 7,874 shares; 2026Q1: 8,276 shares 8,276 $2.01M 0.06% +402 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,149 shares; 2024Q3: 14,235 shares; 2024Q4: 13,735 shares; 2025Q1: 13,459 shares; 2025Q2: 18,755 shares; 2025Q3: 19,475 shares; 2025Q4: 19,771 shares; 2026Q1: 20,373 shares 20,373 $2M 0.06% +602 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,830 shares; 2024Q3: 9,640 shares; 2024Q4: 9,465 shares; 2025Q1: 9,465 shares; 2025Q2: 9,171 shares; 2025Q3: 9,207 shares; 2025Q4: 16,354 shares; 2026Q1: 15,033 shares 15,033 $2M 0.06% -1,321 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 115,269 shares; 2024Q3: 74,124 shares; 2024Q4: 68,094 shares; 2025Q1: 69,660 shares; 2025Q2: 70,697 shares; 2025Q3: 71,320 shares; 2025Q4: 74,009 shares; 2026Q1: 74,164 shares 74,164 $1.95M 0.06% +155 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,481 shares; 2024Q3: 21,874 shares; 2024Q4: 43,391 shares; 2025Q1: 46,780 shares; 2025Q2: 43,643 shares; 2025Q3: 42,859 shares; 2025Q4: 44,617 shares; 2026Q1: 45,726 shares 45,726 $1.91M 0.06% +1,109 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; 2024Q2: 89,489 shares; 2024Q3: 89,993 shares; 2024Q4: 90,894 shares; 2025Q1: 91,677 shares; 2025Q2: 91,689 shares; 2025Q3: 91,702 shares; 2025Q4: 95,066 shares; 2026Q1: 98,143 shares 98,143 $1.89M 0.06% +3,077 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,905 shares; 2025Q1: 3,747 shares; 2025Q2: 24,486 shares; 2025Q3: 24,943 shares; 2025Q4: 24,257 shares; 2026Q1: 24,337 shares 24,337 $1.86M 0.06% +80 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,917 shares; 2024Q3: 7,652 shares; 2024Q4: 7,429 shares; 2025Q1: 7,436 shares; 2025Q2: 7,078 shares; 2025Q3: 7,641 shares; 2025Q4: 7,262 shares; 2026Q1: 7,468 shares 7,468 $1.85M 0.06% +206 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 40,356 shares; 2024Q3: 42,560 shares; 2024Q4: 43,532 shares; 2025Q1: 44,985 shares; 2025Q2: 47,919 shares; 2025Q3: 50,723 shares; 2025Q4: 53,303 shares; 2026Q1: 58,863 shares 58,863 $1.85M 0.06% +5,560 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 28,156 shares; 2024Q3: 26,200 shares; 2024Q4: 25,653 shares; 2025Q1: 25,534 shares; 2025Q2: 23,742 shares; 2025Q3: 25,264 shares; 2025Q4: 25,863 shares; 2026Q1: 26,289 shares 26,289 $1.84M 0.06% +426 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 79,130 shares; 2024Q3: 63,772 shares; 2024Q4: 64,096 shares; 2025Q1: 65,960 shares; 2025Q2: 60,161 shares; 2025Q3: 62,502 shares; 2025Q4: 61,498 shares; 2026Q1: 61,384 shares 61,384 $1.78M 0.06% -114 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 683 shares; 2025Q1: not reported; 2025Q2: 708 shares; 2025Q3: 715 shares; 2025Q4: 3,279 shares; 2026Q1: 3,219 shares 3,219 $1.77M 0.05% -60 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,462 shares; 2024Q3: 6,457 shares; 2024Q4: 6,605 shares; 2025Q1: 6,482 shares; 2025Q2: 6,405 shares; 2025Q3: 6,580 shares; 2025Q4: 6,273 shares; 2026Q1: 6,559 shares 6,559 $1.75M 0.05% +286 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,603 shares; 2024Q3: 15,404 shares; 2024Q4: 15,533 shares; 2025Q1: 15,107 shares; 2025Q2: 13,319 shares; 2025Q3: 13,311 shares; 2025Q4: 13,640 shares; 2026Q1: 13,151 shares 13,151 $1.72M 0.05% -489 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,601 shares; 2024Q3: 70,187 shares; 2024Q4: 17,692 shares; 2025Q1: 17,971 shares; 2025Q2: 18,663 shares; 2025Q3: 19,589 shares; 2025Q4: 18,720 shares; 2026Q1: 21,873 shares 21,873 $1.72M 0.05% +3,153 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 64,733 shares; 2024Q3: 64,480 shares; 2024Q4: 75,511 shares; 2025Q1: 78,743 shares; 2025Q2: 72,162 shares; 2025Q3: 70,690 shares; 2025Q4: 70,240 shares; 2026Q1: 67,617 shares 67,617 $1.7M 0.05% -2,623 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 33,436 shares; 2024Q3: 31,104 shares; 2024Q4: 55,586 shares; 2025Q1: 59,868 shares; 2025Q2: 59,973 shares; 2025Q3: 61,957 shares; 2025Q4: 58,343 shares; 2026Q1: 56,427 shares 56,427 $1.64M 0.05% -1,916 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 39,849 shares; 2024Q3: 41,259 shares; 2024Q4: 41,961 shares; 2025Q1: 43,115 shares; 2025Q2: 44,147 shares; 2025Q3: 45,993 shares; 2025Q4: 46,747 shares; 2026Q1: 46,341 shares 46,341 $1.63M 0.05% -406 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 52,375 shares; 2024Q3: 50,710 shares; 2024Q4: 53,622 shares; 2025Q1: 56,416 shares; 2025Q2: 58,871 shares; 2025Q3: 64,913 shares; 2025Q4: 66,939 shares; 2026Q1: 69,654 shares 69,654 $1.62M 0.05% +2,715 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 820 shares; 2025Q1: 787 shares; 2025Q2: 761 shares; 2025Q3: 1,564 shares; 2025Q4: 1,777 shares; 2026Q1: 1,807 shares 1,807 $1.58M 0.05% +30 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,781 shares; 2024Q3: 18,262 shares; 2024Q4: 17,577 shares; 2025Q1: 17,878 shares; 2025Q2: 18,009 shares; 2025Q3: 19,847 shares; 2025Q4: 19,610 shares; 2026Q1: 19,800 shares 19,800 $1.58M 0.05% +190 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,260 shares; 2024Q3: 29,286 shares; 2024Q4: 29,266 shares; 2025Q1: 32,250 shares; 2025Q2: 29,213 shares; 2025Q3: 33,509 shares; 2025Q4: 27,027 shares; 2026Q1: 23,315 shares 23,315 $1.54M 0.05% -3,712 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,842 shares; 2024Q3: 18,847 shares; 2024Q4: 11,168 shares; 2025Q1: 11,381 shares; 2025Q2: 12,968 shares; 2025Q3: 12,934 shares; 2025Q4: 12,825 shares; 2026Q1: 15,647 shares 15,647 $1.52M 0.05% +2,822 Timeline MEOH METHANEX CORP More: the full row for METHANEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,534 shares; 2025Q2: 24,981 shares; 2025Q3: 43,154 shares; 2025Q4: 45,669 shares; 2026Q1: 25,466 shares 25,466 $1.52M 0.05% -20,203 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,172 shares; 2024Q3: 18,776 shares; 2024Q4: 18,838 shares; 2025Q1: 20,558 shares; 2025Q2: 26,132 shares; 2025Q3: 27,245 shares; 2025Q4: 29,675 shares; 2026Q1: 29,023 shares 29,023 $1.51M 0.05% -652 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 250,418 shares; 2024Q3: 188,931 shares; 2024Q4: 184,794 shares; 2025Q1: 184,327 shares; 2025Q2: 176,329 shares; 2025Q3: 172,905 shares; 2025Q4: 108,974 shares; 2026Q1: 20,833 shares 20,833 $1.48M 0.05% -88,141 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,363 shares; 2024Q3: 22,365 shares; 2024Q4: 22,368 shares; 2025Q1: 22,370 shares; 2025Q2: 22,372 shares; 2025Q3: 24,875 shares; 2025Q4: 25,498 shares; 2026Q1: 25,685 shares 25,685 $1.47M 0.05% +187 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,868 shares; 2024Q3: 11,164 shares; 2024Q4: 11,126 shares; 2025Q1: 11,775 shares; 2025Q2: 11,700 shares; 2025Q3: 10,427 shares; 2025Q4: 10,877 shares; 2026Q1: 11,772 shares 11,772 $1.46M 0.05% +895 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 684 shares; 2024Q3: 1,979 shares; 2024Q4: 1,989 shares; 2025Q1: 1,606 shares; 2025Q2: 1,342 shares; 2025Q3: 6,058 shares; 2025Q4: 8,098 shares; 2026Q1: 9,535 shares 9,535 $1.46M 0.05% +1,437 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,454 shares 68,454 $1.42M 0.04% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,330 shares; 2024Q3: 4,576 shares; 2024Q4: 6,176 shares; 2025Q1: 5,841 shares; 2025Q2: 5,764 shares; 2025Q3: 5,790 shares; 2025Q4: 4,521 shares; 2026Q1: 4,407 shares 4,407 $1.41M 0.04% -114 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,997 shares; 2024Q3: 3,190 shares; 2024Q4: 3,644 shares; 2025Q1: 3,813 shares; 2025Q2: 5,994 shares; 2025Q3: 6,267 shares; 2025Q4: 6,579 shares; 2026Q1: 6,569 shares 6,569 $1.4M 0.04% -10 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,001 shares; 2024Q3: 3,018 shares; 2024Q4: 2,978 shares; 2025Q1: 3,033 shares; 2025Q2: 3,034 shares; 2025Q3: 3,274 shares; 2025Q4: 3,328 shares; 2026Q1: 5,446 shares 5,446 $1.35M 0.04% +2,118 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,639 shares 20,639 $1.34M 0.04% new Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 41,392 shares; 2025Q1: 43,949 shares; 2025Q2: 46,936 shares; 2025Q3: 50,322 shares; 2025Q4: 52,860 shares; 2026Q1: 57,943 shares 57,943 $1.34M 0.04% +5,083 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; 2024Q2: 22,376 shares; 2024Q3: 22,970 shares; 2024Q4: 23,094 shares; 2025Q1: 23,601 shares; 2025Q2: 24,822 shares; 2025Q3: 25,905 shares; 2025Q4: 30,626 shares; 2026Q1: 36,257 shares 36,257 $1.33M 0.04% +5,631 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,298 shares; 2024Q3: 8,360 shares; 2024Q4: 7,843 shares; 2025Q1: 7,590 shares; 2025Q2: 7,725 shares; 2025Q3: 7,679 shares; 2025Q4: 7,475 shares; 2026Q1: 6,958 shares 6,958 $1.32M 0.04% -517 Timeline MRGR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,230 shares; 2024Q3: 23,125 shares; 2024Q4: 24,477 shares; 2025Q1: 25,607 shares; 2025Q2: 26,973 shares; 2025Q3: 26,013 shares; 2025Q4: 27,196 shares; 2026Q1: 29,101 shares 29,101 $1.31M 0.04% +1,905 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,724 shares; 2024Q3: 1,774 shares; 2024Q4: 4,868 shares; 2025Q1: 4,981 shares; 2025Q2: 8,106 shares; 2025Q3: 4,626 shares; 2025Q4: 4,095 shares; 2026Q1: 4,114 shares 4,114 $1.31M 0.04% +19 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,816 shares; 2024Q3: 18,695 shares; 2024Q4: 19,355 shares; 2025Q1: 20,225 shares; 2025Q2: 21,778 shares; 2025Q3: 46,254 shares; 2025Q4: 48,555 shares; 2026Q1: 52,290 shares 52,290 $1.3M 0.04% +3,735 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 31,190 shares; 2024Q3: 30,157 shares; 2024Q4: 29,711 shares; 2025Q1: 23,024 shares; 2025Q2: 21,428 shares; 2025Q3: 21,915 shares; 2025Q4: 21,873 shares; 2026Q1: 21,145 shares 21,145 $1.3M 0.04% -728 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,997 shares; 2024Q3: 23,763 shares; 2024Q4: 23,318 shares; 2025Q1: 23,691 shares; 2025Q2: 23,585 shares; 2025Q3: 23,208 shares; 2025Q4: 23,208 shares; 2026Q1: 21,820 shares 21,820 $1.29M 0.04% -1,388 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,237 shares; 2024Q3: 15,423 shares; 2024Q4: 16,776 shares; 2025Q1: 16,004 shares; 2025Q2: 16,004 shares; 2025Q3: 15,675 shares; 2025Q4: 21,268 shares; 2026Q1: 21,285 shares 21,285 $1.29M 0.04% +17 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,981 shares 8,981 $1.28M 0.04% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,933 shares; 2024Q3: 11,920 shares; 2024Q4: 12,080 shares; 2025Q1: 13,059 shares; 2025Q2: 13,330 shares; 2025Q3: 13,480 shares; 2025Q4: 13,785 shares; 2026Q1: 13,801 shares 13,801 $1.28M 0.04% +16 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,843 shares; 2025Q3: 4,874 shares; 2025Q4: 5,694 shares; 2026Q1: 32,716 shares 32,716 $1.26M 0.04% +27,022 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,237 shares; 2024Q3: 22,139 shares; 2024Q4: 22,591 shares; 2025Q1: 22,508 shares; 2025Q2: 19,899 shares; 2025Q3: 23,889 shares; 2025Q4: 23,500 shares; 2026Q1: 25,038 shares 25,038 $1.26M 0.04% +1,538 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; 2024Q2: 5,438 shares; 2024Q3: 5,460 shares; 2024Q4: 5,558 shares; 2025Q1: 5,673 shares; 2025Q2: 5,618 shares; 2025Q3: 5,758 shares; 2025Q4: 5,747 shares; 2026Q1: 5,806 shares 5,806 $1.23M 0.04% +59 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 35,342 shares; 2024Q3: 34,237 shares; 2024Q4: 35,662 shares; 2025Q1: 36,491 shares; 2025Q2: 35,430 shares; 2025Q3: 35,060 shares; 2025Q4: 38,098 shares; 2026Q1: 24,285 shares 24,285 $1.21M 0.04% -13,813 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,036 shares 1,036 $1.2M 0.04% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,116 shares; 2024Q3: 13,819 shares; 2024Q4: 13,674 shares; 2025Q1: 13,841 shares; 2025Q2: 13,504 shares; 2025Q3: 13,225 shares; 2025Q4: 13,532 shares; 2026Q1: 13,846 shares 13,846 $1.18M 0.04% +314 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,687 shares; 2024Q3: 5,704 shares; 2024Q4: 5,798 shares; 2025Q1: 5,559 shares; 2025Q2: 5,679 shares; 2025Q3: 7,013 shares; 2025Q4: 7,844 shares; 2026Q1: 3,607 shares 3,607 $1.16M 0.04% -4,237 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,736 shares 6,736 $1.14M 0.04% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 23,083 shares; 2024Q3: 16,564 shares; 2024Q4: 15,949 shares; 2025Q1: 21,550 shares; 2025Q2: 20,863 shares; 2025Q3: 26,284 shares; 2025Q4: 29,513 shares; 2026Q1: 25,519 shares 25,519 $1.13M 0.04% -3,994 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 26,597 shares; 2024Q3: 24,375 shares; 2024Q4: 23,875 shares; 2025Q1: 23,707 shares; 2025Q2: 21,420 shares; 2025Q3: 23,437 shares; 2025Q4: 24,393 shares; 2026Q1: 25,266 shares 25,266 $1.12M 0.03% +873 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,434 shares; 2024Q3: 8,320 shares; 2024Q4: 8,018 shares; 2025Q1: 7,000 shares; 2025Q2: 6,710 shares; 2025Q3: 6,905 shares; 2025Q4: 6,385 shares; 2026Q1: 6,455 shares 6,455 $1.12M 0.03% +70 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,181 shares; 2024Q3: 7,869 shares; 2024Q4: 7,420 shares; 2025Q1: 5,690 shares; 2025Q2: 5,186 shares; 2025Q3: 3,902 shares; 2025Q4: 3,951 shares; 2026Q1: 3,743 shares 3,743 $1.12M 0.03% -208 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 40,306 shares; 2024Q3: 40,307 shares; 2024Q4: 40,307 shares; 2025Q1: 40,308 shares; 2025Q2: 40,308 shares; 2025Q3: 40,909 shares; 2025Q4: 41,210 shares; 2026Q1: 50,048 shares 50,048 $1.12M 0.03% +8,838 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,215 shares; 2024Q3: 4,520 shares; 2024Q4: 4,570 shares; 2025Q1: 4,857 shares; 2025Q2: 5,012 shares; 2025Q3: 5,169 shares; 2025Q4: 5,256 shares; 2026Q1: 3,976 shares 3,976 $1.12M 0.03% -1,280 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,874 shares; 2024Q3: 2,887 shares; 2024Q4: 2,593 shares; 2025Q1: 2,681 shares; 2025Q2: 2,925 shares; 2025Q3: 3,473 shares; 2025Q4: 3,645 shares; 2026Q1: 3,914 shares 3,914 $1.11M 0.03% +269 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 984 shares; 2024Q3: 944 shares; 2024Q4: 1,817 shares; 2025Q1: 1,663 shares; 2025Q2: 1,482 shares; 2025Q3: 1,517 shares; 2025Q4: 1,517 shares; 2026Q1: 1,294 shares 1,294 $1.1M 0.03% -223 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,227 shares; 2024Q3: 7,996 shares; 2024Q4: 7,945 shares; 2025Q1: 7,758 shares; 2025Q2: 7,236 shares; 2025Q3: 7,288 shares; 2025Q4: 7,047 shares; 2026Q1: 6,713 shares 6,713 $1.09M 0.03% -334 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,676 shares; 2024Q3: 10,928 shares; 2024Q4: 10,852 shares; 2025Q1: 10,929 shares; 2025Q2: 11,055 shares; 2025Q3: 10,237 shares; 2025Q4: 10,171 shares; 2026Q1: 9,655 shares 9,655 $1.06M 0.03% -516 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 26,652 shares; 2024Q3: 24,805 shares; 2024Q4: 23,417 shares; 2025Q1: 23,181 shares; 2025Q2: 21,806 shares; 2025Q3: 29,654 shares; 2025Q4: 26,511 shares; 2026Q1: 29,077 shares 29,077 $1.06M 0.03% +2,566 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,627 shares; 2024Q3: 25,789 shares; 2024Q4: 25,921 shares; 2025Q1: 26,993 shares; 2025Q2: 26,487 shares; 2025Q3: 30,518 shares; 2025Q4: 29,586 shares; 2026Q1: 31,473 shares 31,473 $1.06M 0.03% +1,887 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,441 shares; 2025Q2: 4,424 shares; 2025Q3: 4,506 shares; 2025Q4: 4,172 shares; 2026Q1: 4,004 shares 4,004 $1.04M 0.03% -168 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,756 shares; 2024Q3: 19,141 shares; 2024Q4: 26,939 shares; 2025Q1: 26,556 shares; 2025Q2: 23,163 shares; 2025Q3: 22,736 shares; 2025Q4: 23,571 shares; 2026Q1: 22,349 shares 22,349 $1.02M 0.03% -1,222 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,199 shares; 2024Q3: 14,811 shares; 2024Q4: 14,492 shares; 2025Q1: 13,183 shares; 2025Q2: 13,310 shares; 2025Q3: 14,099 shares; 2025Q4: 14,509 shares; 2026Q1: 15,164 shares 15,164 $996K 0.03% +655 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,884 shares; 2025Q1: 3,988 shares; 2025Q2: 4,008 shares; 2025Q3: 4,460 shares; 2025Q4: 4,746 shares; 2026Q1: 4,662 shares 4,662 $996K 0.03% -84 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,718 shares; 2024Q3: 4,030 shares; 2024Q4: 3,598 shares; 2025Q1: 3,182 shares; 2025Q2: 3,154 shares; 2025Q3: 3,430 shares; 2025Q4: 3,629 shares; 2026Q1: 10,591 shares 10,591 $995K 0.03% +6,962 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,961 shares; 2024Q3: 14,019 shares; 2024Q4: 14,014 shares; 2025Q1: 13,943 shares; 2025Q2: 13,961 shares; 2025Q3: 14,432 shares; 2025Q4: 14,507 shares; 2026Q1: 14,713 shares 14,713 $990K 0.03% +206 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,492 shares; 2025Q4: 10,760 shares; 2026Q1: 9,969 shares 9,969 $987K 0.03% -791 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,609 shares; 2025Q3: 11,609 shares; 2025Q4: 11,609 shares; 2026Q1: 11,609 shares 11,609 $983K 0.03% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,147 shares; 2024Q3: 9,916 shares; 2024Q4: 9,440 shares; 2025Q1: 9,231 shares; 2025Q2: 8,333 shares; 2025Q3: 9,096 shares; 2025Q4: 9,502 shares; 2026Q1: 10,274 shares 10,274 $981K 0.03% +772 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,221 shares; 2024Q3: 11,426 shares; 2024Q4: 22,076 shares; 2025Q1: 21,244 shares; 2025Q2: 21,467 shares; 2025Q3: 21,658 shares; 2025Q4: 21,565 shares; 2026Q1: 21,615 shares 21,615 $975K 0.03% +50 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,740 shares; 2025Q3: 5,233 shares; 2025Q4: 5,456 shares; 2026Q1: 4,498 shares 4,498 $974K 0.03% -958 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,492 shares; 2024Q3: 15,806 shares; 2024Q4: 15,518 shares; 2025Q1: 15,175 shares; 2025Q2: 14,139 shares; 2025Q3: 15,333 shares; 2025Q4: 15,589 shares; 2026Q1: 15,533 shares 15,533 $960K 0.03% -56 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,035 shares; 2024Q3: 9,965 shares; 2024Q4: 10,053 shares; 2025Q1: 10,185 shares; 2025Q2: 13,926 shares; 2025Q3: 14,070 shares; 2025Q4: 6,076 shares; 2026Q1: 5,777 shares 5,777 $955K 0.03% -299 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,159 shares; 2025Q4: 3,617 shares; 2026Q1: 3,808 shares 3,808 $954K 0.03% +191 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 91,767 shares; 2024Q3: 89,272 shares; 2024Q4: 14,929 shares; 2025Q1: 13,553 shares; 2025Q2: 12,895 shares; 2025Q3: 12,259 shares; 2025Q4: 11,650 shares; 2026Q1: 11,689 shares 11,689 $950K 0.03% +39 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 36,001 shares; 2024Q3: 30,814 shares; 2024Q4: 30,380 shares; 2025Q1: 32,347 shares; 2025Q2: 33,351 shares; 2025Q3: 35,633 shares; 2025Q4: 36,155 shares; 2026Q1: 37,709 shares 37,709 $947K 0.03% +1,554 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 41,520 shares; 2024Q3: 36,114 shares; 2024Q4: 30,686 shares; 2025Q1: 30,631 shares; 2025Q2: 40,399 shares; 2025Q3: 38,451 shares; 2025Q4: 38,009 shares; 2026Q1: 37,900 shares 37,900 $940K 0.03% -109 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,673 shares; 2024Q3: 3,123 shares; 2024Q4: 3,136 shares; 2025Q1: 3,020 shares; 2025Q2: 3,067 shares; 2025Q3: 3,181 shares; 2025Q4: 3,216 shares; 2026Q1: 3,216 shares 3,216 $923K 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,488 shares; 2024Q3: 7,317 shares; 2024Q4: 6,943 shares; 2025Q1: 7,045 shares; 2025Q2: 6,895 shares; 2025Q3: 7,092 shares; 2025Q4: 7,785 shares; 2026Q1: 8,095 shares 8,095 $918K 0.03% +310 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,963 shares; 2024Q3: 7,690 shares; 2024Q4: 7,689 shares; 2025Q1: 7,727 shares; 2025Q2: 7,678 shares; 2025Q3: 7,641 shares; 2025Q4: 9,290 shares; 2026Q1: 9,279 shares 9,279 $908K 0.03% -11 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,664 shares; 2024Q3: 21,331 shares; 2024Q4: 21,329 shares; 2025Q1: 18,336 shares; 2025Q2: 12,583 shares; 2025Q3: 12,653 shares; 2025Q4: 12,675 shares; 2026Q1: 10,396 shares 10,396 $895K 0.03% -2,279 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,146 shares; 2024Q3: 15,648 shares; 2024Q4: 34,009 shares; 2025Q1: 26,682 shares; 2025Q2: 36,659 shares; 2025Q3: 36,162 shares; 2025Q4: 36,782 shares; 2026Q1: 36,712 shares 36,712 $891K 0.03% -70 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,231 shares; 2024Q3: 72,752 shares; 2024Q4: 99,182 shares; 2025Q1: 7,084 shares; 2025Q2: 5,127 shares; 2025Q3: 4,482 shares; 2025Q4: 4,514 shares; 2026Q1: 4,372 shares 4,372 $889K 0.03% -142 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,442 shares; 2024Q3: 4,795 shares; 2024Q4: 4,425 shares; 2025Q1: 4,526 shares; 2025Q2: 4,893 shares; 2025Q3: 4,129 shares; 2025Q4: 4,234 shares; 2026Q1: 4,457 shares 4,457 $887K 0.03% +223 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,099 shares; 2024Q3: 8,115 shares; 2024Q4: 8,251 shares; 2025Q1: 8,530 shares; 2025Q2: 8,501 shares; 2025Q3: 8,931 shares; 2025Q4: 8,989 shares; 2026Q1: 9,537 shares 9,537 $884K 0.03% +548 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,141 shares; 2025Q4: 14,488 shares; 2026Q1: 13,102 shares 13,102 $882K 0.03% -1,386 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,065 shares; 2024Q3: 6,645 shares; 2024Q4: 6,497 shares; 2025Q1: 6,398 shares; 2025Q2: 6,252 shares; 2025Q3: 6,298 shares; 2025Q4: 6,320 shares; 2026Q1: 6,015 shares 6,015 $870K 0.03% -305 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,918 shares; 2024Q3: 10,210 shares; 2024Q4: 9,528 shares; 2025Q1: 9,422 shares; 2025Q2: 8,591 shares; 2025Q3: 9,151 shares; 2025Q4: 8,993 shares; 2026Q1: 9,253 shares 9,253 $869K 0.03% +260 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,247 shares; 2024Q3: 3,151 shares; 2024Q4: 3,165 shares; 2025Q1: 3,139 shares; 2025Q2: 2,390 shares; 2025Q3: 2,447 shares; 2025Q4: 2,542 shares; 2026Q1: 2,620 shares 2,620 $861K 0.03% +78 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 34,319 shares; 2024Q3: 32,549 shares; 2024Q4: 33,696 shares; 2025Q1: 35,162 shares; 2025Q2: 28,548 shares; 2025Q3: 30,784 shares; 2025Q4: 28,239 shares; 2026Q1: 35,172 shares 35,172 $854K 0.03% +6,933 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,892 shares; 2024Q3: 10,450 shares; 2024Q4: 8,674 shares; 2025Q1: 6,609 shares; 2025Q2: 6,823 shares; 2025Q3: 6,849 shares; 2025Q4: 7,371 shares; 2026Q1: 4,945 shares 4,945 $853K 0.03% -2,426 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,928 shares; 2024Q3: 4,771 shares; 2024Q4: 4,811 shares; 2025Q1: 4,741 shares; 2025Q2: 3,931 shares; 2025Q3: 3,993 shares; 2025Q4: 3,850 shares; 2026Q1: 3,881 shares 3,881 $849K 0.03% +31 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,683 shares; 2024Q3: 9,005 shares; 2024Q4: 8,819 shares; 2025Q1: 8,690 shares; 2025Q2: 14,182 shares; 2025Q3: 9,150 shares; 2025Q4: 8,746 shares; 2026Q1: 8,694 shares 8,694 $839K 0.03% -52 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,918 shares; 2025Q2: 17,460 shares; 2025Q3: 18,440 shares; 2025Q4: 21,373 shares; 2026Q1: 20,571 shares 20,571 $834K 0.03% -802 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,054 shares; 2024Q3: 7,640 shares; 2024Q4: 6,961 shares; 2025Q1: 6,972 shares; 2025Q2: 5,679 shares; 2025Q3: 5,777 shares; 2025Q4: 5,772 shares; 2026Q1: 5,656 shares 5,656 $829K 0.03% -116 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,634 shares; 2025Q4: 8,414 shares; 2026Q1: 8,124 shares 8,124 $813K 0.03% -290 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,459 shares; 2024Q3: 3,347 shares; 2024Q4: 6,485 shares; 2025Q1: 6,565 shares; 2025Q2: 6,331 shares; 2025Q3: 7,164 shares; 2025Q4: 8,185 shares; 2026Q1: 5,060 shares 5,060 $811K 0.03% -3,125 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,771 shares; 2024Q3: 7,372 shares; 2024Q4: 7,119 shares; 2025Q1: 6,800 shares; 2025Q2: 4,447 shares; 2025Q3: 4,495 shares; 2025Q4: 4,417 shares; 2026Q1: 4,256 shares 4,256 $808K 0.03% -161 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,401 shares; 2024Q3: 3,401 shares; 2024Q4: 3,438 shares; 2025Q1: 3,477 shares; 2025Q2: 3,473 shares; 2025Q3: 3,494 shares; 2025Q4: 6,991 shares; 2026Q1: 7,307 shares 7,307 $796K 0.02% +316 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,007 shares; 2024Q3: 12,007 shares; 2024Q4: 10,357 shares; 2025Q1: 10,357 shares; 2025Q2: 10,357 shares; 2025Q3: 10,357 shares; 2025Q4: 10,357 shares; 2026Q1: 10,357 shares 10,357 $777K 0.02% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,599 shares; 2024Q3: 13,469 shares; 2024Q4: 13,131 shares; 2025Q1: 12,873 shares; 2025Q2: 11,466 shares; 2025Q3: 12,540 shares; 2025Q4: 12,995 shares; 2026Q1: 13,121 shares 13,121 $776K 0.02% +126 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,455 shares; 2024Q3: 11,079 shares; 2024Q4: 11,095 shares; 2025Q1: 11,029 shares; 2025Q2: 10,891 shares; 2025Q3: 10,891 shares; 2025Q4: 10,885 shares; 2026Q1: 14,239 shares 14,239 $760K 0.02% +3,354 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,218 shares; 2024Q3: 13,093 shares; 2024Q4: 37,444 shares; 2025Q1: 36,049 shares; 2025Q2: 35,945 shares; 2025Q3: 34,417 shares; 2025Q4: 28,038 shares; 2026Q1: 27,519 shares 27,519 $749K 0.02% -519 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,644 shares; 2024Q3: 2,521 shares; 2024Q4: 2,546 shares; 2025Q1: 2,610 shares; 2025Q2: 2,487 shares; 2025Q3: 2,540 shares; 2025Q4: 2,521 shares; 2026Q1: 2,568 shares 2,568 $746K 0.02% +47 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,307 shares; 2024Q3: 1,307 shares; 2024Q4: 1,307 shares; 2025Q1: 1,307 shares; 2025Q2: 1,281 shares; 2025Q3: 1,246 shares; 2025Q4: 1,208 shares; 2026Q1: 1,208 shares 1,208 $745K 0.02% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 65,979 shares; 2024Q3: 64,972 shares; 2024Q4: 64,972 shares; 2025Q1: 63,530 shares; 2025Q2: 63,530 shares; 2025Q3: 62,643 shares; 2025Q4: 62,526 shares; 2026Q1: 61,017 shares 61,017 $736K 0.02% -1,509 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 182,058 shares; 2024Q3: 176,427 shares; 2024Q4: 148,858 shares; 2025Q1: 149,588 shares; 2025Q2: 143,136 shares; 2025Q3: 143,067 shares; 2025Q4: 139,381 shares; 2026Q1: 8,480 shares 8,480 $735K 0.02% -130,901 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,957 shares; 2025Q1: 14,789 shares; 2025Q2: 15,109 shares; 2025Q3: 16,442 shares; 2025Q4: 17,340 shares; 2026Q1: 17,383 shares 17,383 $734K 0.02% +43 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,577 shares; 2025Q3: 2,719 shares; 2025Q4: 2,777 shares; 2026Q1: 2,694 shares 2,694 $734K 0.02% -83 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,918 shares 3,918 $731K 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,219 shares; 2024Q3: 17,799 shares; 2024Q4: 17,415 shares; 2025Q1: 16,820 shares; 2025Q2: 16,423 shares; 2025Q3: 18,295 shares; 2025Q4: 19,170 shares; 2026Q1: 19,549 shares 19,549 $728K 0.02% +379 Timeline BTCI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,068 shares 22,068 $723K 0.02% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,583 shares; 2024Q3: 2,632 shares; 2024Q4: 2,648 shares; 2025Q1: 2,686 shares; 2025Q2: 2,681 shares; 2025Q3: 2,872 shares; 2025Q4: 2,662 shares; 2026Q1: 2,545 shares 2,545 $722K 0.02% -117 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,645 shares; 2024Q3: 5,917 shares; 2024Q4: 5,987 shares; 2025Q1: 5,370 shares; 2025Q2: 5,009 shares; 2025Q3: 5,162 shares; 2025Q4: 6,479 shares; 2026Q1: 6,344 shares 6,344 $718K 0.02% -135 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,693 shares; 2024Q4: 2,744 shares; 2025Q1: 2,945 shares; 2025Q2: 3,011 shares; 2025Q3: 3,178 shares; 2025Q4: 3,218 shares; 2026Q1: 5,134 shares 5,134 $704K 0.02% +1,916 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,460 shares; 2024Q3: 18,411 shares; 2024Q4: 17,089 shares; 2025Q1: 17,063 shares; 2025Q2: 14,933 shares; 2025Q3: 14,520 shares; 2025Q4: 13,410 shares; 2026Q1: 13,322 shares 13,322 $700K 0.02% -88 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,391 shares; 2024Q3: 8,397 shares; 2024Q4: 8,404 shares; 2025Q1: 8,184 shares; 2025Q2: 7,930 shares; 2025Q3: 7,700 shares; 2025Q4: 12,241 shares; 2026Q1: 12,237 shares 12,237 $692K 0.02% -4 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,200 shares; 2026Q1: 17,248 shares 17,248 $692K 0.02% -2,952 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,427 shares 1,427 $692K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,202 shares; 2024Q3: 4,089 shares; 2024Q4: 4,285 shares; 2025Q1: 4,406 shares; 2025Q2: 3,645 shares; 2025Q3: 3,969 shares; 2025Q4: 4,062 shares; 2026Q1: 4,171 shares 4,171 $686K 0.02% +109 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 23,928 shares; 2024Q3: 19,665 shares; 2024Q4: 19,228 shares; 2025Q1: 19,205 shares; 2025Q2: 16,740 shares; 2025Q3: 16,740 shares; 2025Q4: 14,170 shares; 2026Q1: 13,858 shares 13,858 $684K 0.02% -312 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,502 shares; 2026Q1: 23,185 shares 23,185 $684K 0.02% +2,683 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,793 shares; 2025Q1: 7,043 shares; 2025Q2: 7,093 shares; 2025Q3: 9,195 shares; 2025Q4: 8,524 shares; 2026Q1: 9,869 shares 9,869 $672K 0.02% +1,345 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 53,580 shares; 2024Q3: 41,249 shares; 2024Q4: 37,486 shares; 2025Q1: 30,891 shares; 2025Q2: 28,749 shares; 2025Q3: 24,653 shares; 2025Q4: 24,021 shares; 2026Q1: 14,236 shares 14,236 $671K 0.02% -9,785 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 699 shares; 2024Q3: 692 shares; 2024Q4: 713 shares; 2025Q1: 620 shares; 2025Q2: 675 shares; 2025Q3: 748 shares; 2025Q4: 900 shares; 2026Q1: 1,109 shares 1,109 $670K 0.02% +209 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,199 shares; 2024Q3: 2,930 shares; 2024Q4: 2,583 shares; 2025Q1: 1,809 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,518 shares; 2026Q1: 4,591 shares 4,591 $670K 0.02% +3,073 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,844 shares; 2026Q1: 18,489 shares 18,489 $664K 0.02% +3,645 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,942 shares 12,942 $662K 0.02% new Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,593 shares; 2024Q3: 14,563 shares; 2024Q4: 14,563 shares; 2025Q1: 14,563 shares; 2025Q2: 14,563 shares; 2025Q3: 13,830 shares; 2025Q4: 13,830 shares; 2026Q1: 15,526 shares 15,526 $658K 0.02% +1,696 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 422 shares; 2024Q3: 423 shares; 2024Q4: 428 shares; 2025Q1: 376 shares; 2025Q2: 377 shares; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 347 shares 347 $654K 0.02% -29 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,980 shares; 2024Q3: 12,006 shares; 2024Q4: 12,158 shares; 2025Q1: 13,136 shares; 2025Q2: 13,612 shares; 2025Q3: 14,833 shares; 2025Q4: 14,388 shares; 2026Q1: 14,350 shares 14,350 $649K 0.02% -38 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,584 shares 5,584 $641K 0.02% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,516 shares; 2026Q1: 19,080 shares 19,080 $637K 0.02% +2,564 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,046 shares; 2024Q3: 7,481 shares; 2024Q4: 5,163 shares; 2025Q1: 5,167 shares; 2025Q2: 5,171 shares; 2025Q3: 4,639 shares; 2025Q4: 4,846 shares; 2026Q1: 4,310 shares 4,310 $624K 0.02% -536 Timeline INVX INNOVEX INTERNATIONAL INC More: the full row for INNOVEX INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,801 shares; 2025Q4: 28,831 shares; 2026Q1: 25,531 shares 25,531 $623K 0.02% -3,300 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,364 shares; 2024Q3: 2,357 shares; 2024Q4: 2,571 shares; 2025Q1: 2,440 shares; 2025Q2: 5,956 shares; 2025Q3: 6,754 shares; 2025Q4: 6,234 shares; 2026Q1: 6,514 shares 6,514 $619K 0.02% +280 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,145 shares; 2026Q1: 23,316 shares 23,316 $612K 0.02% +3,171 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,104 shares 6,104 $610K 0.02% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,306 shares; 2024Q3: 9,245 shares; 2024Q4: 9,235 shares; 2025Q1: 9,218 shares; 2025Q2: 9,326 shares; 2025Q3: 9,461 shares; 2025Q4: 10,124 shares; 2026Q1: 9,762 shares 9,762 $609K 0.02% -362 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,043 shares; 2024Q4: 2,985 shares; 2025Q1: 3,080 shares; 2025Q2: 3,470 shares; 2025Q3: 4,210 shares; 2025Q4: 4,333 shares; 2026Q1: 4,324 shares 4,324 $603K 0.02% -9 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,356 shares; 2025Q2: 5,356 shares; 2025Q3: 5,588 shares; 2025Q4: 5,588 shares; 2026Q1: 5,588 shares 5,588 $596K 0.02% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,792 shares; 2024Q3: 7,098 shares; 2024Q4: 6,526 shares; 2025Q1: 6,209 shares; 2025Q2: 6,099 shares; 2025Q3: 8,192 shares; 2025Q4: 10,101 shares; 2026Q1: 10,117 shares 10,117 $595K 0.02% +16 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,603 shares; 2024Q3: 1,158 shares; 2024Q4: 766 shares; 2025Q1: 830 shares; 2025Q2: 891 shares; 2025Q3: 1,119 shares; 2025Q4: 1,151 shares; 2026Q1: 1,183 shares 1,183 $586K 0.02% +32 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,797 shares; 2024Q3: 4,811 shares; 2024Q4: 5,016 shares; 2025Q1: 4,856 shares; 2025Q2: 4,762 shares; 2025Q3: 6,896 shares; 2025Q4: 7,325 shares; 2026Q1: 7,835 shares 7,835 $584K 0.02% +510 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,553 shares; 2024Q3: 5,551 shares; 2024Q4: 4,658 shares; 2025Q1: 5,766 shares; 2025Q2: 5,239 shares; 2025Q3: 5,262 shares; 2025Q4: 5,244 shares; 2026Q1: 5,266 shares 5,266 $581K 0.02% +22 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,853 shares; 2024Q3: 8,568 shares; 2024Q4: 8,699 shares; 2025Q1: 8,559 shares; 2025Q2: 7,318 shares; 2025Q3: 7,233 shares; 2025Q4: 7,463 shares; 2026Q1: 7,674 shares 7,674 $576K 0.02% +211 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 68,410 shares; 2024Q3: 34,483 shares; 2024Q4: 2,728 shares; 2025Q1: 1,813 shares; 2025Q2: 1,698 shares; 2025Q3: 3,565 shares; 2025Q4: 3,537 shares; 2026Q1: 3,759 shares 3,759 $564K 0.02% +222 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,215 shares; 2024Q3: 1,342 shares; 2024Q4: 1,387 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,653 shares; 2025Q4: 1,681 shares; 2026Q1: 1,883 shares 1,883 $561K 0.02% +202 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,569 shares; 2024Q3: 2,588 shares; 2024Q4: 2,595 shares; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,912 shares; 2025Q4: 2,574 shares; 2026Q1: 2,598 shares 2,598 $551K 0.02% +24 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,040 shares; 2024Q3: 7,276 shares; 2024Q4: 7,125 shares; 2025Q1: 7,068 shares; 2025Q2: 6,352 shares; 2025Q3: 6,982 shares; 2025Q4: 7,268 shares; 2026Q1: 7,430 shares 7,430 $549K 0.02% +162 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,107 shares 3,107 $546K 0.02% new Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,526 shares; 2025Q2: 10,682 shares; 2025Q3: 10,685 shares; 2025Q4: 10,685 shares; 2026Q1: 11,354 shares 11,354 $544K 0.02% +669 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,309 shares; 2024Q3: 65,513 shares; 2024Q4: 89,874 shares; 2025Q1: 91,088 shares; 2025Q2: 87,668 shares; 2025Q3: 86,602 shares; 2025Q4: 75,258 shares; 2026Q1: 10,294 shares 10,294 $544K 0.02% -64,964 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,867 shares; 2024Q3: 5,014 shares; 2024Q4: 5,021 shares; 2025Q1: 4,871 shares; 2025Q2: 4,842 shares; 2025Q3: 5,448 shares; 2025Q4: 5,913 shares; 2026Q1: 5,623 shares 5,623 $542K 0.02% -290 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,324 shares; 2024Q3: 5,164 shares; 2024Q4: 5,362 shares; 2025Q1: 5,877 shares; 2025Q2: 9,860 shares; 2025Q3: 10,753 shares; 2025Q4: 10,016 shares; 2026Q1: 10,561 shares 10,561 $541K 0.02% +545 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,440 shares; 2025Q4: 7,559 shares; 2026Q1: 7,369 shares 7,369 $539K 0.02% -190 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 469 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,946 shares; 2026Q1: 1,834 shares 1,834 $537K 0.02% -112 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,820 shares; 2025Q2: 5,068 shares; 2025Q3: 5,473 shares; 2025Q4: 3,611 shares; 2026Q1: 3,413 shares 3,413 $531K 0.02% -198 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 289,625 shares; 2024Q3: 281,260 shares; 2024Q4: 34,562 shares; 2025Q1: 33,282 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,363 shares 15,363 $531K 0.02% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,025 shares; 2024Q3: 854 shares; 2024Q4: 817 shares; 2025Q1: 871 shares; 2025Q2: 913 shares; 2025Q3: 1,019 shares; 2025Q4: 1,026 shares; 2026Q1: 1,221 shares 1,221 $528K 0.02% +195 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,260 shares; 2024Q3: 3,559 shares; 2024Q4: 2,963 shares; 2025Q1: 2,713 shares; 2025Q2: 2,714 shares; 2025Q3: 2,637 shares; 2025Q4: 5,326 shares; 2026Q1: 8,499 shares 8,499 $521K 0.02% +3,173 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,642 shares; 2024Q3: 10,642 shares; 2024Q4: 10,699 shares; 2025Q1: 10,699 shares; 2025Q2: 10,643 shares; 2025Q3: 10,643 shares; 2025Q4: 10,643 shares; 2026Q1: 10,642 shares 10,642 $514K 0.02% -1 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,567 shares; 2024Q3: 10,629 shares; 2024Q4: 8,248 shares; 2025Q1: 13,532 shares; 2025Q2: 13,307 shares; 2025Q3: 14,927 shares; 2025Q4: 16,202 shares; 2026Q1: 16,253 shares 16,253 $511K 0.02% +51 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,751 shares; 2024Q3: 8,429 shares; 2024Q4: 8,566 shares; 2025Q1: 8,424 shares; 2025Q2: 6,810 shares; 2025Q3: 6,945 shares; 2025Q4: 7,191 shares; 2026Q1: 7,427 shares 7,427 $506K 0.02% +236 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,636 shares; 2024Q3: 4,400 shares; 2024Q4: 4,453 shares; 2025Q1: 3,516 shares; 2025Q2: 3,510 shares; 2025Q3: 3,602 shares; 2025Q4: 3,181 shares; 2026Q1: 3,341 shares 3,341 $506K 0.02% +160 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,361 shares; 2024Q3: 4,392 shares; 2024Q4: 4,316 shares; 2025Q1: 4,298 shares; 2025Q2: 4,325 shares; 2025Q3: 4,382 shares; 2025Q4: 4,647 shares; 2026Q1: 4,716 shares 4,716 $504K 0.02% +69 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,539 shares; 2024Q3: 5,329 shares; 2024Q4: 5,411 shares; 2025Q1: 5,294 shares; 2025Q2: 4,295 shares; 2025Q3: 4,378 shares; 2025Q4: 4,477 shares; 2026Q1: 4,608 shares 4,608 $504K 0.02% +131 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,367 shares; 2024Q3: 648 shares; 2024Q4: 457 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,250 shares; 2025Q4: 37,762 shares; 2026Q1: 3,157 shares 3,157 $500K 0.02% -34,605 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,560 shares; 2024Q3: 9,134 shares; 2024Q4: 9,292 shares; 2025Q1: 9,075 shares; 2025Q2: 7,355 shares; 2025Q3: 7,495 shares; 2025Q4: 7,554 shares; 2026Q1: 7,778 shares 7,778 $497K 0.02% +224 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,043 shares; 2024Q3: 4,045 shares; 2024Q4: 4,056 shares; 2025Q1: 4,060 shares; 2025Q2: 4,058 shares; 2025Q3: 4,067 shares; 2025Q4: 3,877 shares; 2026Q1: 3,789 shares 3,789 $496K 0.02% -88 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,297 shares; 2025Q4: 4,441 shares; 2026Q1: 4,544 shares 4,544 $492K 0.02% +103 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 999 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,985 shares; 2025Q2: 2,691 shares; 2025Q3: 2,359 shares; 2025Q4: 2,566 shares; 2026Q1: 2,479 shares 2,479 $491K 0.02% -87 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,750 shares 60,750 $488K 0.02% new 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; 2024Q2: 2,491 shares; 2024Q3: 2,350 shares; 2024Q4: 2,626 shares; 2025Q1: 2,126 shares; 2025Q2: 2,027 shares; 2025Q3: 1,688 shares; 2025Q4: 1,282 shares; 2026Q1: 1,167 shares 1,167 $486K 0.02% -115 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,775 shares; 2025Q4: 4,988 shares; 2026Q1: 4,990 shares 4,990 $485K 0.02% +2 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,613 shares; 2025Q2: 2,646 shares; 2025Q3: 2,799 shares; 2025Q4: 2,886 shares; 2026Q1: 2,810 shares 2,810 $485K 0.02% -76 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,564 shares; 2024Q3: 4,611 shares; 2024Q4: 4,611 shares; 2025Q1: 5,093 shares; 2025Q2: 4,611 shares; 2025Q3: 4,611 shares; 2025Q4: 4,689 shares; 2026Q1: 4,698 shares 4,698 $480K 0.01% +9 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,920 shares; 2024Q3: 1,919 shares; 2024Q4: 1,919 shares; 2025Q1: 1,918 shares; 2025Q2: 1,996 shares; 2025Q3: 2,158 shares; 2025Q4: 2,296 shares; 2026Q1: 2,296 shares 2,296 $478K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,221 shares; 2024Q3: 4,776 shares; 2024Q4: 5,419 shares; 2025Q1: 7,793 shares; 2025Q2: 7,854 shares; 2025Q3: 4,461 shares; 2025Q4: 5,193 shares; 2026Q1: 6,001 shares 6,001 $477K 0.01% +808 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,825 shares; 2024Q4: 7,771 shares; 2025Q1: 16,974 shares; 2025Q2: 14,683 shares; 2025Q3: 12,724 shares; 2025Q4: 12,518 shares; 2026Q1: 6,529 shares 6,529 $470K 0.01% -5,989 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,786 shares; 2024Q3: 1,728 shares; 2024Q4: 1,554 shares; 2025Q1: 1,664 shares; 2025Q2: 1,658 shares; 2025Q3: 1,540 shares; 2025Q4: 1,430 shares; 2026Q1: 1,544 shares 1,544 $467K 0.01% +114 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 733 shares 733 $466K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,533 shares; 2024Q4: 3,230 shares; 2025Q1: 3,313 shares; 2025Q2: 3,601 shares; 2025Q3: 3,755 shares; 2025Q4: 3,962 shares; 2026Q1: 3,904 shares 3,904 $463K 0.01% -58 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,649 shares; 2024Q3: 16,393 shares; 2024Q4: 14,072 shares; 2025Q1: 13,868 shares; 2025Q2: 13,683 shares; 2025Q3: 13,594 shares; 2025Q4: 12,840 shares; 2026Q1: 12,419 shares 12,419 $462K 0.01% -421 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 147,031 shares; 2024Q3: 15,983 shares; 2024Q4: 13,242 shares; 2025Q1: 7,930 shares; 2025Q2: 7,656 shares; 2025Q3: 3,910 shares; 2025Q4: 5,431 shares; 2026Q1: 5,653 shares 5,653 $462K 0.01% +222 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 81,052 shares; 2025Q1: 80,949 shares; 2025Q2: 76,910 shares; 2025Q3: 5,429 shares; 2025Q4: 4,599 shares; 2026Q1: 3,759 shares 3,759 $462K 0.01% -840 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,125 shares; 2024Q3: 2,049 shares; 2024Q4: 2,088 shares; 2025Q1: 2,051 shares; 2025Q2: 1,667 shares; 2025Q3: 1,782 shares; 2025Q4: 1,743 shares; 2026Q1: 1,971 shares 1,971 $461K 0.01% +228 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; 2024Q2: 3,521 shares; 2024Q3: 3,343 shares; 2024Q4: 3,523 shares; 2025Q1: 3,305 shares; 2025Q2: 5,327 shares; 2025Q3: 5,532 shares; 2025Q4: 5,581 shares; 2026Q1: 5,581 shares 5,581 $460K 0.01% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 33,089 shares; 2024Q3: 30,827 shares; 2024Q4: 29,666 shares; 2025Q1: 24,391 shares; 2025Q2: 23,625 shares; 2025Q3: 22,724 shares; 2025Q4: 23,027 shares; 2026Q1: 17,865 shares 17,865 $458K 0.01% -5,162 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,118 shares; 2025Q4: 2,136 shares; 2026Q1: 1,549 shares 1,549 $453K 0.01% -587 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,369 shares; 2024Q3: 12,122 shares; 2024Q4: 11,581 shares; 2025Q1: 10,802 shares; 2025Q2: 11,028 shares; 2025Q3: 11,276 shares; 2025Q4: 14,098 shares; 2026Q1: 15,560 shares 15,560 $447K 0.01% +1,462 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,594 shares; 2024Q3: 12,220 shares; 2024Q4: 11,246 shares; 2025Q1: 11,173 shares; 2025Q2: 11,257 shares; 2025Q3: 10,951 shares; 2025Q4: 10,690 shares; 2026Q1: 10,690 shares 10,690 $447K 0.01% 0 Timeline AVOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,108 shares 18,108 $446K 0.01% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,070 shares; 2024Q3: 5,070 shares; 2024Q4: 5,070 shares; 2025Q1: 5,070 shares; 2025Q2: 4,425 shares; 2025Q3: 4,412 shares; 2025Q4: 4,412 shares; 2026Q1: 4,412 shares 4,412 $445K 0.01% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,990 shares; 2024Q3: 5,965 shares; 2024Q4: 5,965 shares; 2025Q1: 7,221 shares; 2025Q2: 7,221 shares; 2025Q3: 7,221 shares; 2025Q4: 7,221 shares; 2026Q1: 10,818 shares 10,818 $445K 0.01% +3,597 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 829 shares; 2024Q3: 831 shares; 2024Q4: 834 shares; 2025Q1: 836 shares; 2025Q2: 1,059 shares; 2025Q3: 1,062 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares 1,244 $444K 0.01% 0 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; 2024Q2: 33,847 shares; 2024Q3: 34,732 shares; 2024Q4: 34,828 shares; 2025Q1: 35,126 shares; 2025Q2: 26,230 shares; 2025Q3: 27,373 shares; 2025Q4: 28,454 shares; 2026Q1: 28,172 shares 28,172 $441K 0.01% -282 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,588 shares; 2024Q3: 6,496 shares; 2024Q4: 7,996 shares; 2025Q1: 8,476 shares; 2025Q2: 8,130 shares; 2025Q3: 9,289 shares; 2025Q4: 9,328 shares; 2026Q1: 8,553 shares 8,553 $440K 0.01% -775 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,119 shares; 2024Q3: 7,157 shares; 2024Q4: 7,172 shares; 2025Q1: 7,074 shares; 2025Q2: 4,415 shares; 2025Q3: 4,011 shares; 2025Q4: 3,682 shares; 2026Q1: 3,010 shares 3,010 $437K 0.01% -672 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,291 shares; 2024Q3: 9,804 shares; 2024Q4: 9,938 shares; 2025Q1: 9,603 shares; 2025Q2: 7,735 shares; 2025Q3: 7,853 shares; 2025Q4: 8,101 shares; 2026Q1: 8,334 shares 8,334 $436K 0.01% +233 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,300 shares; 2024Q3: 3,040 shares; 2024Q4: 3,048 shares; 2025Q1: 2,967 shares; 2025Q2: 2,797 shares; 2025Q3: 2,710 shares; 2025Q4: 2,618 shares; 2026Q1: 2,613 shares 2,613 $434K 0.01% -5 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,433 shares; 2024Q3: 10,339 shares; 2024Q4: 10,305 shares; 2025Q1: 10,253 shares; 2025Q2: 9,871 shares; 2025Q3: 9,207 shares; 2025Q4: 9,123 shares; 2026Q1: 9,190 shares 9,190 $432K 0.01% +67 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 311 shares 311 $429K 0.01% +11 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,957 shares; 2024Q3: 12,033 shares; 2024Q4: 12,790 shares; 2025Q1: 13,265 shares; 2025Q2: 14,057 shares; 2025Q3: 12,619 shares; 2025Q4: 10,158 shares; 2026Q1: 9,300 shares 9,300 $428K 0.01% -858 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,545 shares; 2026Q1: 1,559 shares 1,559 $422K 0.01% +14 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,506 shares; 2024Q3: 2,211 shares; 2024Q4: 1,601 shares; 2025Q1: 1,486 shares; 2025Q2: 1,520 shares; 2025Q3: 1,377 shares; 2025Q4: 1,396 shares; 2026Q1: 1,342 shares 1,342 $421K 0.01% -54 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,041 shares; 2024Q3: 17,441 shares; 2024Q4: 16,550 shares; 2025Q1: 16,267 shares; 2025Q2: 14,393 shares; 2025Q3: 15,822 shares; 2025Q4: 15,990 shares; 2026Q1: 16,573 shares 16,573 $418K 0.01% +583 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,523 shares; 2024Q3: 4,317 shares; 2024Q4: 4,314 shares; 2025Q1: 3,823 shares; 2025Q2: 3,326 shares; 2025Q3: 3,310 shares; 2025Q4: 3,443 shares; 2026Q1: 3,474 shares 3,474 $415K 0.01% +31 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,589 shares; 2024Q3: 2,605 shares; 2024Q4: 2,620 shares; 2025Q1: 2,653 shares; 2025Q2: 2,685 shares; 2025Q3: 2,714 shares; 2025Q4: 2,506 shares; 2026Q1: 2,404 shares 2,404 $414K 0.01% -102 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,961 shares; 2024Q3: 8,022 shares; 2024Q4: 8,012 shares; 2025Q1: 7,405 shares; 2025Q2: 7,401 shares; 2025Q3: 7,148 shares; 2025Q4: 7,064 shares; 2026Q1: 7,277 shares 7,277 $410K 0.01% +213 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 92,914 shares; 2024Q3: 90,642 shares; 2024Q4: 89,937 shares; 2025Q1: 89,335 shares; 2025Q2: 85,767 shares; 2025Q3: 83,988 shares; 2025Q4: 5,303 shares; 2026Q1: 3,181 shares 3,181 $410K 0.01% -2,122 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,081 shares; 2024Q3: 12,712 shares; 2024Q4: 12,642 shares; 2025Q1: 13,787 shares; 2025Q2: 7,711 shares; 2025Q3: 7,712 shares; 2025Q4: 7,713 shares; 2026Q1: 7,716 shares 7,716 $406K 0.01% +3 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 461 shares; 2024Q3: 521 shares; 2024Q4: 616 shares; 2025Q1: 476 shares; 2025Q2: 414 shares; 2025Q3: 435 shares; 2025Q4: 473 shares; 2026Q1: 576 shares 576 $402K 0.01% +103 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,765 shares; 2024Q3: 11,765 shares; 2024Q4: 11,765 shares; 2025Q1: 11,765 shares; 2025Q2: 11,765 shares; 2025Q3: 11,765 shares; 2025Q4: 11,765 shares; 2026Q1: 11,765 shares 11,765 $400K 0.01% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,986 shares; 2026Q1: 10,179 shares 10,179 $391K 0.01% +1,193 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,521 shares; 2024Q3: 3,521 shares; 2024Q4: 3,521 shares; 2025Q1: 3,521 shares; 2025Q2: 3,521 shares; 2025Q3: 3,521 shares; 2025Q4: 3,521 shares; 2026Q1: 3,547 shares 3,547 $389K 0.01% +26 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,170 shares; 2025Q4: 1,161 shares; 2026Q1: 1,149 shares 1,149 $389K 0.01% -12 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384 shares 384 $376K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,419 shares; 2024Q3: 5,441 shares; 2024Q4: 5,486 shares; 2025Q1: 5,521 shares; 2025Q2: 5,067 shares; 2025Q3: 4,927 shares; 2025Q4: 5,385 shares; 2026Q1: 4,640 shares 4,640 $376K 0.01% -745 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,985 shares; 2024Q3: 2,686 shares; 2024Q4: 2,687 shares; 2025Q1: 2,579 shares; 2025Q2: 2,282 shares; 2025Q3: 2,282 shares; 2025Q4: 2,282 shares; 2026Q1: 2,219 shares 2,219 $375K 0.01% -63 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 75,207 shares; 2024Q3: 29,249 shares; 2024Q4: 28,443 shares; 2025Q1: 27,979 shares; 2025Q2: 25,441 shares; 2025Q3: 27,696 shares; 2025Q4: 28,130 shares; 2026Q1: 28,977 shares 28,977 $372K 0.01% +847 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,412 shares; 2024Q3: 12,732 shares; 2024Q4: 12,623 shares; 2025Q1: 12,463 shares; 2025Q2: 12,297 shares; 2025Q3: 12,217 shares; 2025Q4: 11,733 shares; 2026Q1: 11,219 shares 11,219 $370K 0.01% -514 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 630 shares; 2024Q3: 641 shares; 2024Q4: 630 shares; 2025Q1: 646 shares; 2025Q2: 650 shares; 2025Q3: 660 shares; 2025Q4: 674 shares; 2026Q1: 652 shares 652 $367K 0.01% -22 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,683 shares; 2024Q3: 11,685 shares; 2024Q4: 11,690 shares; 2025Q1: 11,694 shares; 2025Q2: 11,719 shares; 2025Q3: 12,153 shares; 2025Q4: 11,829 shares; 2026Q1: 11,849 shares 11,849 $362K 0.01% +20 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,644 shares; 2024Q3: 1,684 shares; 2024Q4: 1,579 shares; 2025Q1: 1,630 shares; 2025Q2: 1,882 shares; 2025Q3: 2,211 shares; 2025Q4: 2,743 shares; 2026Q1: 1,983 shares 1,983 $362K 0.01% -760 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,464 shares; 2026Q1: 8,487 shares 8,487 $361K 0.01% +2,023 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,741 shares; 2026Q1: 2,785 shares 2,785 $357K 0.01% +44 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,719 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,400 shares; 2025Q4: 7,313 shares; 2026Q1: 7,064 shares 7,064 $355K 0.01% -249 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,425 shares; 2025Q4: 2,277 shares; 2026Q1: 2,495 shares 2,495 $349K 0.01% +218 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,642 shares; 2024Q3: 6,725 shares; 2024Q4: 6,117 shares; 2025Q1: 10,016 shares; 2025Q2: 5,514 shares; 2025Q3: 5,539 shares; 2025Q4: 5,720 shares; 2026Q1: 5,720 shares 5,720 $341K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 431 shares; 2026Q1: 436 shares 436 $337K 0.01% +5 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,093 shares; 2025Q3: 3,327 shares; 2025Q4: 3,507 shares; 2026Q1: 3,685 shares 3,685 $337K 0.01% +178 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,371 shares; 2024Q3: 3,371 shares; 2024Q4: 3,371 shares; 2025Q1: 2,803 shares; 2025Q2: 3,818 shares; 2025Q3: 3,818 shares; 2025Q4: 2,167 shares; 2026Q1: 2,167 shares 2,167 $336K 0.01% 0 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; 2024Q2: 22,185 shares; 2024Q3: 20,882 shares; 2024Q4: 18,589 shares; 2025Q1: 19,765 shares; 2025Q2: 22,411 shares; 2025Q3: 27,020 shares; 2025Q4: 28,218 shares; 2026Q1: 28,867 shares 28,867 $333K 0.01% +649 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,313 shares 5,313 $333K 0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,029 shares; 2025Q4: 4,286 shares; 2026Q1: 4,270 shares 4,270 $331K 0.01% -16 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,663 shares 6,663 $323K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,437 shares; 2024Q3: 4,464 shares; 2024Q4: 4,405 shares; 2025Q1: 4,350 shares; 2025Q2: 4,452 shares; 2025Q3: 4,686 shares; 2025Q4: 4,819 shares; 2026Q1: 4,185 shares 4,185 $323K 0.01% -634 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,978 shares; 2024Q3: 13,989 shares; 2024Q4: 11,614 shares; 2025Q1: 11,316 shares; 2025Q2: 11,005 shares; 2025Q3: 10,866 shares; 2025Q4: 9,688 shares; 2026Q1: 8,937 shares 8,937 $321K 0.01% -751 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 811 shares; 2024Q3: 715 shares; 2024Q4: 670 shares; 2025Q1: 680 shares; 2025Q2: not reported; 2025Q3: 560 shares; 2025Q4: 663 shares; 2026Q1: 673 shares 673 $318K 0.01% +10 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,580 shares; 2024Q3: 2,561 shares; 2024Q4: 2,432 shares; 2025Q1: 2,502 shares; 2025Q2: 2,445 shares; 2025Q3: 2,648 shares; 2025Q4: 2,666 shares; 2026Q1: 2,706 shares 2,706 $318K 0.01% +40 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,658 shares; 2024Q3: 1,583 shares; 2024Q4: 1,572 shares; 2025Q1: 1,570 shares; 2025Q2: 1,526 shares; 2025Q3: 1,426 shares; 2025Q4: 1,432 shares; 2026Q1: 1,507 shares 1,507 $317K 0.01% +75 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 788 shares; 2025Q1: 935 shares; 2025Q2: 753 shares; 2025Q3: 759 shares; 2025Q4: 780 shares; 2026Q1: 809 shares 809 $316K 0.01% +29 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,805 shares 16,805 $315K 0.01% new Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,126 shares; 2026Q1: 6,011 shares 6,011 $315K 0.01% +885 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,304 shares; 2024Q3: 5,304 shares; 2024Q4: 5,304 shares; 2025Q1: 5,304 shares; 2025Q2: 5,304 shares; 2025Q3: 5,304 shares; 2025Q4: 5,304 shares; 2026Q1: 5,304 shares 5,304 $312K 0.01% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,003 shares; 2025Q2: 1,007 shares; 2025Q3: 1,010 shares; 2025Q4: 1,011 shares; 2026Q1: 1,026 shares 1,026 $310K 0.01% +15 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,137 shares; 2026Q1: 16,793 shares 16,793 $310K 0.01% +2,656 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,297 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,258 shares; 2025Q4: 1,289 shares; 2026Q1: 1,255 shares 1,255 $307K 0.01% -34 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,273 shares; 2025Q4: 3,458 shares; 2026Q1: 4,336 shares 4,336 $300K 0.01% +878 Timeline BTCC GRAYSCALE FUNDS TRUST More: the full row for GRAYSCALE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,276 shares 19,276 $300K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 881 shares; 2025Q4: 876 shares; 2026Q1: 1,028 shares 1,028 $300K 0.01% +152 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,792 shares; 2026Q1: 16,905 shares 16,905 $297K 0.01% -1,887 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,117 shares; 2025Q3: 2,248 shares; 2025Q4: 2,337 shares; 2026Q1: 2,241 shares 2,241 $297K 0.01% -96 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,189 shares; 2024Q3: 9,257 shares; 2024Q4: 8,696 shares; 2025Q1: 8,364 shares; 2025Q2: 7,965 shares; 2025Q3: 8,195 shares; 2025Q4: 7,668 shares; 2026Q1: 1,518 shares 1,518 $295K 0.01% -6,150 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,237 shares; 2025Q4: 5,246 shares; 2026Q1: 4,907 shares 4,907 $294K 0.01% -339 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,277 shares; 2024Q3: 1,315 shares; 2024Q4: 1,267 shares; 2025Q1: 1,255 shares; 2025Q2: not reported; 2025Q3: 1,563 shares; 2025Q4: 1,448 shares; 2026Q1: 1,476 shares 1,476 $292K 0.01% +28 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 198 shares; 2025Q1: 202 shares; 2025Q2: 199 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 611 shares 611 $290K 0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,314 shares; 2024Q3: 2,982 shares; 2024Q4: 2,551 shares; 2025Q1: 2,662 shares; 2025Q2: 2,810 shares; 2025Q3: 3,019 shares; 2025Q4: 3,249 shares; 2026Q1: 3,226 shares 3,226 $289K 0.01% -23 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,075 shares; 2025Q2: 3,414 shares; 2025Q3: 3,837 shares; 2025Q4: 3,720 shares; 2026Q1: 3,993 shares 3,993 $289K 0.01% +273 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,806 shares 6,806 $289K 0.01% new Timeline TMF DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,000 shares; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $288K 0.01% 0 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,511 shares; 2024Q3: 7,605 shares; 2024Q4: 7,229 shares; 2025Q1: 6,949 shares; 2025Q2: 6,974 shares; 2025Q3: 6,997 shares; 2025Q4: 7,019 shares; 2026Q1: 8,160 shares 8,160 $285K 0.01% +1,141 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,100 shares 2,100 $285K 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,336 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,873 shares; 2025Q4: 3,418 shares; 2026Q1: 3,835 shares 3,835 $279K 0.01% +417 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,151 shares 3,151 $278K 0.01% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,372 shares; 2025Q4: 4,444 shares; 2026Q1: 4,750 shares 4,750 $278K 0.01% +306 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,119 shares 7,119 $278K 0.01% new Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,145 shares; 2025Q4: 5,145 shares; 2026Q1: 5,145 shares 5,145 $276K 0.01% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,515 shares; 2024Q3: 4,156 shares; 2024Q4: 4,406 shares; 2025Q1: 4,488 shares; 2025Q2: 4,593 shares; 2025Q3: 4,742 shares; 2025Q4: 4,742 shares; 2026Q1: 4,833 shares 4,833 $275K 0.01% +91 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,967 shares 3,967 $274K 0.01% new Timeline 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; 2024Q2: 11,354 shares; 2024Q3: 11,354 shares; 2024Q4: 11,393 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,722 shares; 2026Q1: 48,722 shares 48,722 $273K 0.01% 0 Timeline