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; 2024Q3: 273,289 shares; 2024Q4: 295,752 shares; 2025Q1: 234,712 shares; 2025Q2: 228,178 shares; 2025Q3: 229,069 shares; 2025Q4: 233,682 shares; 2026Q1: 206,679 shares; 2026Q2: 234,490 shares 234,490 $17.2M 5.19% +27,811 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,751 shares; 2024Q4: 245,095 shares; 2025Q1: 194,967 shares; 2025Q2: 189,404 shares; 2025Q3: 201,320 shares; 2025Q4: not reported; 2026Q1: 194,533 shares; 2026Q2: 185,287 shares 185,287 $15.3M 4.63% -9,246 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,148 shares; 2024Q4: 249,755 shares; 2025Q1: 227,211 shares; 2025Q2: 220,047 shares; 2025Q3: 195,965 shares; 2025Q4: not reported; 2026Q1: 178,535 shares; 2026Q2: 171,645 shares 171,645 $15.3M 4.61% -6,890 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,238 shares; 2024Q4: 39,107 shares; 2025Q1: 35,753 shares; 2025Q2: 34,483 shares; 2025Q3: 31,206 shares; 2025Q4: 30,469 shares; 2026Q1: 29,748 shares; 2026Q2: 117,083 shares 117,083 $14.5M 4.38% +87,335 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,084 shares; 2024Q4: 79,820 shares; 2025Q1: 73,060 shares; 2025Q2: 71,523 shares; 2025Q3: 65,411 shares; 2025Q4: 63,828 shares; 2026Q1: 61,543 shares; 2026Q2: 59,013 shares 59,013 $14.3M 4.31% -2,530 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; 2024Q3: 291,865 shares; 2024Q4: 585,304 shares; 2025Q1: 514,965 shares; 2025Q2: 502,158 shares; 2025Q3: 505,408 shares; 2025Q4: 519,684 shares; 2026Q1: 542,117 shares; 2026Q2: 524,025 shares 524,025 $13.9M 4.19% -18,092 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,207 shares; 2024Q4: 17,278 shares; 2025Q1: 16,406 shares; 2025Q2: 10,476 shares; 2025Q3: 9,946 shares; 2025Q4: 13,997 shares; 2026Q1: 11,941 shares; 2026Q2: 15,544 shares 15,544 $11.6M 3.51% +3,603 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,060 shares; 2025Q3: 81,877 shares; 2025Q4: not reported; 2026Q1: 75,295 shares; 2026Q2: 87,364 shares 87,364 $10.4M 3.13% +12,069 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,139 shares; 2024Q4: 165,828 shares; 2025Q1: 154,380 shares; 2025Q2: 159,777 shares; 2025Q3: 113,544 shares; 2025Q4: 114,482 shares; 2026Q1: 117,929 shares; 2026Q2: 107,539 shares 107,539 $10.2M 3.06% -10,390 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,449 shares; 2024Q4: 99,607 shares; 2025Q1: 91,484 shares; 2025Q2: 89,528 shares; 2025Q3: 88,284 shares; 2025Q4: 84,197 shares; 2026Q1: 83,040 shares; 2026Q2: 82,452 shares 82,452 $8.16M 2.46% -588 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,044 shares; 2024Q4: 57,565 shares; 2025Q1: 53,506 shares; 2025Q2: 55,382 shares; 2025Q3: 83,669 shares; 2025Q4: 81,597 shares; 2026Q1: 48,990 shares; 2026Q2: 46,848 shares 46,848 $6.95M 2.09% -2,142 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,738 shares; 2025Q3: 95,478 shares; 2025Q4: not reported; 2026Q1: 129,267 shares; 2026Q2: 125,711 shares 125,711 $6.33M 1.91% -3,556 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; 2024Q3: 6,953 shares; 2024Q4: 4,722 shares; 2025Q1: 8,519 shares; 2025Q2: 8,430 shares; 2025Q3: 25,294 shares; 2025Q4: 24,898 shares; 2026Q1: 23,506 shares; 2026Q2: 22,597 shares 22,597 $6.18M 1.86% -909 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; 2024Q3: 18,319 shares; 2024Q4: 15,930 shares; 2025Q1: 14,881 shares; 2025Q2: 14,273 shares; 2025Q3: 11,662 shares; 2025Q4: 11,472 shares; 2026Q1: 11,557 shares; 2026Q2: 66,950 shares 66,950 $5.77M 1.74% +55,393 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,503 shares; 2024Q4: 198,974 shares; 2025Q1: 184,650 shares; 2025Q2: 184,892 shares; 2025Q3: 187,474 shares; 2025Q4: not reported; 2026Q1: 171,063 shares; 2026Q2: 167,438 shares 167,438 $5.6M 1.69% -3,625 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,484 shares; 2024Q4: 59,882 shares; 2025Q1: 54,334 shares; 2025Q2: 53,896 shares; 2025Q3: 51,739 shares; 2025Q4: 51,775 shares; 2026Q1: 50,582 shares; 2026Q2: 49,071 shares 49,071 $5.41M 1.63% -1,511 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,156 shares; 2024Q4: 28,956 shares; 2025Q1: 28,792 shares; 2025Q2: 29,074 shares; 2025Q3: 26,556 shares; 2025Q4: not reported; 2026Q1: 24,096 shares; 2026Q2: 23,939 shares 23,939 $4.79M 1.44% -157 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,079 shares; 2024Q4: 80,764 shares; 2025Q1: 75,894 shares; 2025Q2: 113,355 shares; 2025Q3: 106,286 shares; 2025Q4: not reported; 2026Q1: 63,242 shares; 2026Q2: 66,194 shares 66,194 $4.79M 1.44% +2,952 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,880 shares; 2024Q4: 103,029 shares; 2025Q1: 97,847 shares; 2025Q2: 83,915 shares; 2025Q3: 85,349 shares; 2025Q4: 86,984 shares; 2026Q1: 83,704 shares; 2026Q2: 78,217 shares 78,217 $4.16M 1.25% -5,487 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; 2024Q3: 8,756 shares; 2024Q4: 8,293 shares; 2025Q1: 8,609 shares; 2025Q2: 8,451 shares; 2025Q3: 8,083 shares; 2025Q4: 8,099 shares; 2026Q1: 7,967 shares; 2026Q2: 8,106 shares 8,106 $3.87M 1.17% +139 Timeline CMDY 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; 2024Q3: 89,028 shares; 2024Q4: 96,152 shares; 2025Q1: 75,206 shares; 2025Q2: 73,039 shares; 2025Q3: 74,228 shares; 2025Q4: not reported; 2026Q1: 73,861 shares; 2026Q2: 70,022 shares 70,022 $3.87M 1.17% -3,839 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; 2024Q3: 112,692 shares; 2024Q4: 104,698 shares; 2025Q1: 92,788 shares; 2025Q2: 85,794 shares; 2025Q3: 72,112 shares; 2025Q4: 65,832 shares; 2026Q1: 54,486 shares; 2026Q2: 51,205 shares 51,205 $3.87M 1.17% -3,281 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,562 shares; 2024Q4: 95,129 shares; 2025Q1: 115,130 shares; 2025Q2: 112,535 shares; 2025Q3: 72,750 shares; 2025Q4: not reported; 2026Q1: 52,782 shares; 2026Q2: 40,021 shares 40,021 $3.87M 1.17% -12,761 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; 2024Q3: 28,422 shares; 2024Q4: 27,615 shares; 2025Q1: 27,285 shares; 2025Q2: 26,899 shares; 2025Q3: 25,102 shares; 2025Q4: not reported; 2026Q1: 24,530 shares; 2026Q2: 24,505 shares 24,505 $3.73M 1.12% -25 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; 2024Q3: 21,322 shares; 2024Q4: 19,836 shares; 2025Q1: 18,090 shares; 2025Q2: 17,599 shares; 2025Q3: 17,046 shares; 2025Q4: 16,507 shares; 2026Q1: 15,742 shares; 2026Q2: 15,140 shares 15,140 $3.68M 1.11% -602 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,825 shares; 2024Q4: 35,677 shares; 2025Q1: 33,272 shares; 2025Q2: 32,604 shares; 2025Q3: 109,697 shares; 2025Q4: not reported; 2026Q1: 96,493 shares; 2026Q2: 80,279 shares 80,279 $3.61M 1.09% -16,214 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; 2024Q3: 24,918 shares; 2024Q4: 24,181 shares; 2025Q1: 23,060 shares; 2025Q2: 22,901 shares; 2025Q3: 38,295 shares; 2025Q4: 39,138 shares; 2026Q1: 38,406 shares; 2026Q2: 37,047 shares 37,047 $3.57M 1.08% -1,359 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; 2024Q3: 33,023 shares; 2024Q4: 30,938 shares; 2025Q1: 28,090 shares; 2025Q2: 27,612 shares; 2025Q3: 25,946 shares; 2025Q4: 24,667 shares; 2026Q1: 24,070 shares; 2026Q2: 22,521 shares 22,521 $3.48M 1.05% -1,549 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,237 shares; 2024Q4: 70,440 shares; 2025Q1: 68,850 shares; 2025Q2: 67,582 shares; 2025Q3: 66,111 shares; 2025Q4: not reported; 2026Q1: 64,529 shares; 2026Q2: 63,217 shares 63,217 $3.42M 1.03% -1,312 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,809 shares; 2024Q4: 10,329 shares; 2025Q1: 10,006 shares; 2025Q2: 9,980 shares; 2025Q3: 9,151 shares; 2025Q4: 9,006 shares; 2026Q1: 8,745 shares; 2026Q2: 8,585 shares 8,585 $3.2M 0.97% -160 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,166 shares; 2024Q4: 57,095 shares; 2025Q1: 51,782 shares; 2025Q2: 48,948 shares; 2025Q3: 45,835 shares; 2025Q4: not reported; 2026Q1: 41,044 shares; 2026Q2: 38,988 shares 38,988 $3.19M 0.96% -2,056 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,723 shares; 2025Q3: 77,191 shares; 2025Q4: 74,703 shares; 2026Q1: 95,132 shares; 2026Q2: 91,701 shares 91,701 $3.13M 0.94% -3,431 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; 2024Q3: 18,530 shares; 2024Q4: 18,101 shares; 2025Q1: 17,738 shares; 2025Q2: 17,568 shares; 2025Q3: 14,463 shares; 2025Q4: 15,332 shares; 2026Q1: 14,950 shares; 2026Q2: 14,277 shares 14,277 $3.11M 0.94% -673 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,544 shares; 2025Q4: 47,009 shares; 2026Q1: 43,723 shares; 2026Q2: 48,388 shares 48,388 $2.68M 0.81% +4,665 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,057 shares; 2024Q4: 10,524 shares; 2025Q1: 10,145 shares; 2025Q2: 10,008 shares; 2025Q3: 9,514 shares; 2025Q4: 9,234 shares; 2026Q1: 8,819 shares; 2026Q2: 9,208 shares 9,208 $2.66M 0.8% +389 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; 2024Q3: 50,047 shares; 2024Q4: 51,862 shares; 2025Q1: 48,682 shares; 2025Q2: 48,900 shares; 2025Q3: 50,735 shares; 2025Q4: 53,586 shares; 2026Q1: 51,071 shares; 2026Q2: 49,826 shares 49,826 $2.52M 0.76% -1,245 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,979 shares; 2025Q3: 40,520 shares; 2025Q4: not reported; 2026Q1: 56,769 shares; 2026Q2: 35,400 shares 35,400 $2.42M 0.73% -21,369 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; 2024Q3: 7,222 shares; 2024Q4: 7,971 shares; 2025Q1: 8,030 shares; 2025Q2: 8,158 shares; 2025Q3: 7,990 shares; 2025Q4: 7,938 shares; 2026Q1: 8,004 shares; 2026Q2: 7,701 shares 7,701 $2.33M 0.7% -303 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,591 shares; 2024Q4: 91,680 shares; 2025Q1: 83,729 shares; 2025Q2: 84,033 shares; 2025Q3: 83,719 shares; 2025Q4: not reported; 2026Q1: 83,212 shares; 2026Q2: 87,607 shares 87,607 $2.3M 0.69% +4,395 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; 2024Q3: 10,982 shares; 2024Q4: 10,769 shares; 2025Q1: 11,039 shares; 2025Q2: 11,005 shares; 2025Q3: 9,381 shares; 2025Q4: 9,442 shares; 2026Q1: 9,123 shares; 2026Q2: 9,040 shares 9,040 $2.15M 0.65% -83 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,333 shares; 2024Q4: 33,864 shares; 2025Q1: 31,773 shares; 2025Q2: 32,310 shares; 2025Q3: 31,751 shares; 2025Q4: 31,660 shares; 2026Q1: 28,307 shares; 2026Q2: 23,835 shares 23,835 $2.06M 0.62% -4,472 Timeline RSPN 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,564 shares; 2026Q2: 29,959 shares 29,959 $1.92M 0.58% -17,605 Timeline BLV 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; 2024Q3: 29,343 shares; 2024Q4: 30,269 shares; 2025Q1: 26,444 shares; 2025Q2: 25,790 shares; 2025Q3: 27,073 shares; 2025Q4: 29,112 shares; 2026Q1: 27,965 shares; 2026Q2: 27,075 shares 27,075 $1.87M 0.56% -890 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,212 shares; 2025Q3: 28,203 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,458 shares 20,458 $1.85M 0.56% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,168 shares; 2025Q4: not reported; 2026Q1: 2,208 shares; 2026Q2: 1,840 shares 1,840 $1.78M 0.54% -368 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,579 shares; 2024Q4: 17,172 shares; 2025Q1: 23,207 shares; 2025Q2: 21,765 shares; 2025Q3: 21,707 shares; 2025Q4: 16,301 shares; 2026Q1: 16,799 shares; 2026Q2: 16,795 shares 16,795 $1.75M 0.53% -4 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,018 shares; 2025Q3: 9,463 shares; 2025Q4: not reported; 2026Q1: 8,647 shares; 2026Q2: 6,070 shares 6,070 $1.68M 0.51% -2,577 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,774 shares; 2024Q4: 6,616 shares; 2025Q1: 6,108 shares; 2025Q2: 4,993 shares; 2025Q3: 5,078 shares; 2025Q4: not reported; 2026Q1: 4,821 shares; 2026Q2: 4,399 shares 4,399 $1.66M 0.5% -422 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; 2024Q3: 3,297 shares; 2024Q4: 3,235 shares; 2025Q1: 3,336 shares; 2025Q2: 3,346 shares; 2025Q3: 3,244 shares; 2025Q4: not reported; 2026Q1: 2,956 shares; 2026Q2: 2,925 shares 2,925 $1.65M 0.5% -31 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; 2024Q3: 34,123 shares; 2024Q4: 68,913 shares; 2025Q1: 68,487 shares; 2025Q2: 67,427 shares; 2025Q3: 66,648 shares; 2025Q4: 61,936 shares; 2026Q1: 60,449 shares; 2026Q2: 58,759 shares 58,759 $1.63M 0.49% -1,690 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; 2024Q3: 771 shares; 2024Q4: 816 shares; 2025Q1: 779 shares; 2025Q2: 763 shares; 2025Q3: 747 shares; 2025Q4: not reported; 2026Q1: 773 shares; 2026Q2: 818 shares 818 $1.63M 0.49% +45 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,132 shares; 2024Q4: 22,887 shares; 2025Q1: 22,055 shares; 2025Q2: 20,664 shares; 2025Q3: 19,604 shares; 2025Q4: 19,556 shares; 2026Q1: 19,899 shares; 2026Q2: 19,704 shares 19,704 $1.62M 0.49% -195 Timeline DWX 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; 2024Q3: 33,156 shares; 2024Q4: 34,569 shares; 2025Q1: 35,634 shares; 2025Q2: 34,982 shares; 2025Q3: 35,248 shares; 2025Q4: not reported; 2026Q1: 33,886 shares; 2026Q2: 34,244 shares 34,244 $1.57M 0.47% +358 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,477 shares; 2024Q4: 4,046 shares; 2025Q1: 3,582 shares; 2025Q2: 3,556 shares; 2025Q3: 3,411 shares; 2025Q4: not reported; 2026Q1: 4,167 shares; 2026Q2: 4,122 shares 4,122 $1.46M 0.44% -45 Timeline GRID 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,993 shares; 2026Q2: 7,542 shares 7,542 $1.45M 0.44% -451 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,493 shares; 2025Q4: 2,968 shares; 2026Q1: 2,487 shares; 2026Q2: 2,198 shares 2,198 $1.4M 0.42% -289 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,999 shares 26,999 $1.4M 0.42% new Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,654 shares; 2024Q4: 47,073 shares; 2025Q1: 61,457 shares; 2025Q2: 61,523 shares; 2025Q3: 59,189 shares; 2025Q4: not reported; 2026Q1: 51,991 shares; 2026Q2: 45,286 shares 45,286 $1.38M 0.42% -6,705 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; 2024Q3: 8,873 shares; 2024Q4: 20,294 shares; 2025Q1: 5,447 shares; 2025Q2: 5,482 shares; 2025Q3: 4,030 shares; 2025Q4: 3,961 shares; 2026Q1: 4,271 shares; 2026Q2: 16,573 shares 16,573 $1.33M 0.4% +12,302 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,878 shares; 2024Q4: 4,112 shares; 2025Q1: 3,702 shares; 2025Q2: 3,588 shares; 2025Q3: 3,612 shares; 2025Q4: not reported; 2026Q1: 3,628 shares; 2026Q2: 3,624 shares 3,624 $1.29M 0.39% -4 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,483 shares; 2026Q2: 11,041 shares 11,041 $1.29M 0.39% +558 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,309 shares; 2024Q4: 8,378 shares; 2025Q1: 10,118 shares; 2025Q2: 9,614 shares; 2025Q3: 9,427 shares; 2025Q4: not reported; 2026Q1: 14,371 shares; 2026Q2: 13,469 shares 13,469 $1.29M 0.39% -902 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; 2024Q3: 3,802 shares; 2024Q4: 3,307 shares; 2025Q1: 2,984 shares; 2025Q2: 7,318 shares; 2025Q3: 6,666 shares; 2025Q4: 7,482 shares; 2026Q1: 7,087 shares; 2026Q2: 6,678 shares 6,678 $1.21M 0.36% -409 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; 2024Q3: 27,706 shares; 2024Q4: 25,966 shares; 2025Q1: 25,156 shares; 2025Q2: 25,767 shares; 2025Q3: 25,116 shares; 2025Q4: 23,531 shares; 2026Q1: 23,355 shares; 2026Q2: 23,276 shares 23,276 $1.17M 0.35% -79 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,639 shares; 2024Q4: 4,329 shares; 2025Q1: 4,195 shares; 2025Q2: 4,399 shares; 2025Q3: 3,977 shares; 2025Q4: 3,967 shares; 2026Q1: 3,839 shares; 2026Q2: 3,626 shares 3,626 $1.09M 0.33% -213 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,413 shares; 2025Q1: 34,045 shares; 2025Q2: 33,174 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,613 shares; 2026Q2: 42,275 shares 42,275 $969K 0.29% -8,338 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; 2024Q3: 7,175 shares; 2024Q4: 9,096 shares; 2025Q1: 8,264 shares; 2025Q2: 8,140 shares; 2025Q3: 7,935 shares; 2025Q4: not reported; 2026Q1: 8,626 shares; 2026Q2: 7,703 shares 7,703 $905K 0.27% -923 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,156 shares; 2026Q2: 5,362 shares 5,362 $840K 0.25% +1,206 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,714 shares; 2024Q4: 7,804 shares; 2025Q1: 2,242 shares; 2025Q2: 2,349 shares; 2025Q3: 10,066 shares; 2025Q4: 10,083 shares; 2026Q1: 9,410 shares; 2026Q2: 8,655 shares 8,655 $818K 0.25% -755 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,673 shares; 2025Q1: 1,902 shares; 2025Q2: 2,517 shares; 2025Q3: 2,044 shares; 2025Q4: not reported; 2026Q1: 2,132 shares; 2026Q2: 1,818 shares 1,818 $765K 0.23% -314 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,480 shares 4,480 $765K 0.23% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,588 shares; 2024Q4: not reported; 2025Q1: 3,269 shares; 2025Q2: 3,296 shares; 2025Q3: 3,155 shares; 2025Q4: not reported; 2026Q1: 9,520 shares; 2026Q2: 9,509 shares 9,509 $744K 0.22% -11 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; 2024Q3: 7,098 shares; 2024Q4: 6,965 shares; 2025Q1: 6,910 shares; 2025Q2: 6,692 shares; 2025Q3: 4,547 shares; 2025Q4: 3,733 shares; 2026Q1: 3,750 shares; 2026Q2: 3,728 shares 3,728 $737K 0.22% -22 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,554 shares; 2026Q2: 3,788 shares 3,788 $718K 0.22% -766 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares; 2025Q4: not reported; 2026Q1: 2,139 shares; 2026Q2: 1,479 shares 1,479 $714K 0.22% -660 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,745 shares; 2024Q4: 1,650 shares; 2025Q1: 1,597 shares; 2025Q2: 1,571 shares; 2025Q3: 1,259 shares; 2025Q4: not reported; 2026Q1: 1,408 shares; 2026Q2: 1,345 shares 1,345 $698K 0.21% -63 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; 2024Q3: 3,351 shares; 2024Q4: 2,847 shares; 2025Q1: 2,538 shares; 2025Q2: 2,525 shares; 2025Q3: 2,421 shares; 2025Q4: not reported; 2026Q1: 2,425 shares; 2026Q2: 2,096 shares 2,096 $686K 0.21% -329 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,495 shares; 2024Q4: 2,513 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,838 shares; 2026Q2: 2,857 shares 2,857 $678K 0.2% +19 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,211 shares; 2025Q3: 2,508 shares; 2025Q4: 2,391 shares; 2026Q1: 1,742 shares; 2026Q2: 1,542 shares 1,542 $668K 0.2% -200 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,331 shares; 2024Q4: 9,233 shares; 2025Q1: 8,572 shares; 2025Q2: 9,077 shares; 2025Q3: 8,653 shares; 2025Q4: 8,966 shares; 2026Q1: 7,938 shares; 2026Q2: 6,927 shares 6,927 $668K 0.2% -1,011 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; 2024Q3: 1,766 shares; 2024Q4: 1,884 shares; 2025Q1: 1,893 shares; 2025Q2: 1,870 shares; 2025Q3: 1,567 shares; 2025Q4: not reported; 2026Q1: 1,093 shares; 2026Q2: 1,451 shares 1,451 $666K 0.2% +358 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; 2024Q3: 9,752 shares; 2024Q4: 9,065 shares; 2025Q1: 8,280 shares; 2025Q2: 7,924 shares; 2025Q3: 7,694 shares; 2025Q4: not reported; 2026Q1: 8,094 shares; 2026Q2: 8,344 shares 8,344 $659K 0.2% +250 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,959 shares; 2024Q4: 3,647 shares; 2025Q1: 4,171 shares; 2025Q2: 4,009 shares; 2025Q3: 4,081 shares; 2025Q4: 4,102 shares; 2026Q1: 2,741 shares; 2026Q2: 7,887 shares 7,887 $654K 0.2% +5,146 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,740 shares; 2024Q4: 3,045 shares; 2025Q1: 3,759 shares; 2025Q2: 2,870 shares; 2025Q3: 2,144 shares; 2025Q4: not reported; 2026Q1: 1,293 shares; 2026Q2: 1,256 shares 1,256 $647K 0.2% -37 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,729 shares; 2024Q4: 4,384 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,527 shares; 2026Q2: 9,713 shares 9,713 $644K 0.19% +6,186 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,627 shares; 2025Q3: 5,260 shares; 2025Q4: 5,260 shares; 2026Q1: 11,786 shares; 2026Q2: 10,207 shares 10,207 $630K 0.19% -1,579 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; 2024Q3: 10,620 shares; 2024Q4: 8,148 shares; 2025Q1: 7,963 shares; 2025Q2: 7,764 shares; 2025Q3: 7,185 shares; 2025Q4: not reported; 2026Q1: 7,196 shares; 2026Q2: 6,970 shares 6,970 $604K 0.18% -226 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,420 shares; 2024Q4: 3,407 shares; 2025Q1: 3,338 shares; 2025Q2: 3,219 shares; 2025Q3: 1,961 shares; 2025Q4: 1,949 shares; 2026Q1: 1,941 shares; 2026Q2: 1,942 shares 1,942 $595K 0.18% +1 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,620 shares; 2024Q4: 13,821 shares; 2025Q1: 13,379 shares; 2025Q2: 13,157 shares; 2025Q3: 12,301 shares; 2025Q4: not reported; 2026Q1: 12,031 shares; 2026Q2: 11,797 shares 11,797 $585K 0.18% -234 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,477 shares; 2024Q4: 6,523 shares; 2025Q1: 6,353 shares; 2025Q2: 6,205 shares; 2025Q3: 5,760 shares; 2025Q4: not reported; 2026Q1: 5,798 shares; 2026Q2: 5,703 shares 5,703 $554K 0.17% -95 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,008 shares; 2025Q1: 1,420 shares; 2025Q2: 2,285 shares; 2025Q3: 1,899 shares; 2025Q4: not reported; 2026Q1: 1,462 shares; 2026Q2: 1,436 shares 1,436 $552K 0.17% -26 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,526 shares; 2024Q4: 3,166 shares; 2025Q1: 3,105 shares; 2025Q2: 2,874 shares; 2025Q3: 2,386 shares; 2025Q4: not reported; 2026Q1: 1,764 shares; 2026Q2: 1,595 shares 1,595 $547K 0.16% -169 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,256 shares; 2024Q4: 6,308 shares; 2025Q1: 5,859 shares; 2025Q2: 5,812 shares; 2025Q3: 10,434 shares; 2025Q4: not reported; 2026Q1: 10,947 shares; 2026Q2: 10,961 shares 10,961 $545K 0.16% +14 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,635 shares; 2024Q4: 16,144 shares; 2025Q1: 15,694 shares; 2025Q2: 15,500 shares; 2025Q3: 13,989 shares; 2025Q4: 13,810 shares; 2026Q1: 12,095 shares; 2026Q2: 10,638 shares 10,638 $532K 0.16% -1,457 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,780 shares; 2024Q4: 4,213 shares; 2025Q1: 3,931 shares; 2025Q2: 3,905 shares; 2025Q3: 3,745 shares; 2025Q4: 3,534 shares; 2026Q1: 2,424 shares; 2026Q2: 2,062 shares 2,062 $524K 0.16% -362 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,636 shares; 2026Q2: 15,208 shares 15,208 $515K 0.16% -428 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,770 shares; 2024Q4: 2,722 shares; 2025Q1: 2,723 shares; 2025Q2: 2,155 shares; 2025Q3: 2,481 shares; 2025Q4: not reported; 2026Q1: 1,998 shares; 2026Q2: 1,988 shares 1,988 $500K 0.15% -10 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; 2024Q3: 10,476 shares; 2024Q4: 9,897 shares; 2025Q1: 10,103 shares; 2025Q2: 10,310 shares; 2025Q3: 10,243 shares; 2025Q4: 10,229 shares; 2026Q1: 10,200 shares; 2026Q2: 8,215 shares 8,215 $468K 0.14% -1,985 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,910 shares; 2024Q4: 18,494 shares; 2025Q1: 18,363 shares; 2025Q2: 17,362 shares; 2025Q3: 19,586 shares; 2025Q4: 19,586 shares; 2026Q1: 19,632 shares; 2026Q2: 19,545 shares 19,545 $452K 0.14% -87 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; 2024Q3: 3,667 shares; 2024Q4: 3,607 shares; 2025Q1: 6,319 shares; 2025Q2: 6,124 shares; 2025Q3: 3,473 shares; 2025Q4: not reported; 2026Q1: 2,093 shares; 2026Q2: 1,320 shares 1,320 $442K 0.13% -773 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; 2024Q3: 2,225 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 380 shares 380 $439K 0.13% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: 981 shares; 2025Q1: 879 shares; 2025Q2: 835 shares; 2025Q3: 696 shares; 2025Q4: not reported; 2026Q1: 1,055 shares; 2026Q2: 1,057 shares 1,057 $439K 0.13% +2 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,343 shares; 2024Q4: 1,368 shares; 2025Q1: 1,349 shares; 2025Q2: 1,638 shares; 2025Q3: 1,889 shares; 2025Q4: 1,981 shares; 2026Q1: 3,548 shares; 2026Q2: 3,198 shares 3,198 $433K 0.13% -350 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,958 shares; 2024Q4: 15,896 shares; 2025Q1: 15,584 shares; 2025Q2: 15,314 shares; 2025Q3: 14,406 shares; 2025Q4: not reported; 2026Q1: 14,931 shares; 2026Q2: 14,781 shares 14,781 $429K 0.13% -150 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,939 shares; 2024Q4: 4,113 shares; 2025Q1: 3,600 shares; 2025Q2: 3,479 shares; 2025Q3: 3,331 shares; 2025Q4: 3,336 shares; 2026Q1: 3,554 shares; 2026Q2: 2,576 shares 2,576 $427K 0.13% -978 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,615 shares; 2024Q4: 34,294 shares; 2025Q1: 34,110 shares; 2025Q2: 32,796 shares; 2025Q3: 29,562 shares; 2025Q4: not reported; 2026Q1: 30,558 shares; 2026Q2: 30,726 shares 30,726 $410K 0.12% +168 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,778 shares; 2026Q2: 2,477 shares 2,477 $405K 0.12% -301 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,620 shares; 2024Q4: 13,477 shares; 2025Q1: 13,254 shares; 2025Q2: 11,758 shares; 2025Q3: 12,652 shares; 2025Q4: 12,581 shares; 2026Q1: 12,475 shares; 2026Q2: 12,369 shares 12,369 $398K 0.12% -106 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; 2024Q3: 2,896 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,690 shares; 2026Q2: 3,036 shares 3,036 $390K 0.12% +346 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; 2024Q3: 6,445 shares; 2024Q4: 5,023 shares; 2025Q1: 3,813 shares; 2025Q2: 3,734 shares; 2025Q3: 3,859 shares; 2025Q4: 4,000 shares; 2026Q1: 3,510 shares; 2026Q2: 2,687 shares 2,687 $389K 0.12% -823 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,862 shares; 2024Q4: 9,115 shares; 2025Q1: 8,836 shares; 2025Q2: 8,471 shares; 2025Q3: 8,639 shares; 2025Q4: not reported; 2026Q1: 8,567 shares; 2026Q2: 7,185 shares 7,185 $389K 0.12% -1,382 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,707 shares; 2024Q4: 2,483 shares; 2025Q1: 2,307 shares; 2025Q2: 2,345 shares; 2025Q3: 2,211 shares; 2025Q4: 1,765 shares; 2026Q1: 1,437 shares; 2026Q2: 1,422 shares 1,422 $386K 0.12% -15 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; 2024Q3: 10,797 shares; 2024Q4: 10,962 shares; 2025Q1: 10,973 shares; 2025Q2: 10,718 shares; 2025Q3: 10,042 shares; 2025Q4: 10,312 shares; 2026Q1: 10,055 shares; 2026Q2: 9,784 shares 9,784 $386K 0.12% -271 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,378 shares; 2026Q2: 65,252 shares 65,252 $380K 0.11% -1,126 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,775 shares; 2025Q4: not reported; 2026Q1: 3,964 shares; 2026Q2: 5,105 shares 5,105 $367K 0.11% +1,141 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,864 shares; 2024Q4: 7,495 shares; 2025Q1: 7,351 shares; 2025Q2: 7,659 shares; 2025Q3: 7,858 shares; 2025Q4: 7,228 shares; 2026Q1: 7,291 shares; 2026Q2: 6,023 shares 6,023 $364K 0.11% -1,268 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,249 shares; 2026Q2: 1,252 shares 1,252 $352K 0.11% +3 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; 2024Q3: 1,184 shares; 2024Q4: 1,115 shares; 2025Q1: 1,007 shares; 2025Q2: 1,012 shares; 2025Q3: 1,748 shares; 2025Q4: 1,913 shares; 2026Q1: 954 shares; 2026Q2: 869 shares 869 $345K 0.1% -85 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,849 shares; 2024Q4: 11,062 shares; 2025Q1: 10,739 shares; 2025Q2: 10,596 shares; 2025Q3: 10,144 shares; 2025Q4: 9,782 shares; 2026Q1: 9,456 shares; 2026Q2: 9,452 shares 9,452 $345K 0.1% -4 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,874 shares; 2024Q4: 4,713 shares; 2025Q1: 4,676 shares; 2025Q2: 4,470 shares; 2025Q3: 2,359 shares; 2025Q4: 2,398 shares; 2026Q1: 2,332 shares; 2026Q2: 2,344 shares 2,344 $343K 0.1% +12 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,986 shares; 2026Q2: 3,323 shares 3,323 $327K 0.1% -663 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,123 shares; 2024Q4: 1,833 shares; 2025Q1: 1,764 shares; 2025Q2: 2,627 shares; 2025Q3: 3,462 shares; 2025Q4: 2,771 shares; 2026Q1: 3,228 shares; 2026Q2: 2,941 shares 2,941 $323K 0.1% -287 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,013 shares; 2026Q2: 18,664 shares 18,664 $323K 0.1% -349 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,378 shares; 2024Q4: 5,191 shares; 2025Q1: 5,457 shares; 2025Q2: 5,450 shares; 2025Q3: 5,349 shares; 2025Q4: 5,162 shares; 2026Q1: 5,061 shares; 2026Q2: 4,703 shares 4,703 $322K 0.1% -358 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,318 shares; 2024Q4: 4,251 shares; 2025Q1: 3,609 shares; 2025Q2: 3,329 shares; 2025Q3: 2,948 shares; 2025Q4: not reported; 2026Q1: 2,829 shares; 2026Q2: 2,194 shares 2,194 $321K 0.1% -635 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,877 shares; 2024Q4: 11,772 shares; 2025Q1: 11,797 shares; 2025Q2: 11,154 shares; 2025Q3: 12,926 shares; 2025Q4: 12,926 shares; 2026Q1: 13,092 shares; 2026Q2: 13,010 shares 13,010 $321K 0.1% -82 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 271 shares; 2026Q2: 267 shares 267 $314K 0.09% -4 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,518 shares; 2026Q2: 5,518 shares 5,518 $314K 0.09% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,601 shares; 2024Q4: 1,087 shares; 2025Q1: 1,032 shares; 2025Q2: 976 shares; 2025Q3: 913 shares; 2025Q4: not reported; 2026Q1: 935 shares; 2026Q2: 934 shares 934 $310K 0.09% -1 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,937 shares; 2024Q4: 2,507 shares; 2025Q1: 2,060 shares; 2025Q2: 1,986 shares; 2025Q3: 1,828 shares; 2025Q4: not reported; 2026Q1: 1,859 shares; 2026Q2: 1,842 shares 1,842 $307K 0.09% -17 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,491 shares; 2025Q1: 1,463 shares; 2025Q2: 1,781 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,816 shares; 2026Q2: 1,239 shares 1,239 $305K 0.09% -577 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,902 shares 2,902 $300K 0.09% new 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; 2024Q3: 2,842 shares; 2024Q4: 2,574 shares; 2025Q1: 2,414 shares; 2025Q2: 2,412 shares; 2025Q3: 2,343 shares; 2025Q4: 2,307 shares; 2026Q1: 2,288 shares; 2026Q2: 1,964 shares 1,964 $298K 0.09% -324 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,607 shares; 2026Q2: 2,549 shares 2,549 $298K 0.09% -58 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,656 shares 1,656 $292K 0.09% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108 shares; 2024Q4: 886 shares; 2025Q1: 792 shares; 2025Q2: 789 shares; 2025Q3: 874 shares; 2025Q4: 896 shares; 2026Q1: 886 shares; 2026Q2: 855 shares 855 $289K 0.09% -31 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; 2024Q3: 21,552 shares; 2024Q4: 19,625 shares; 2025Q1: 15,889 shares; 2025Q2: 13,857 shares; 2025Q3: 18,234 shares; 2025Q4: not reported; 2026Q1: 15,362 shares; 2026Q2: 13,751 shares 13,751 $285K 0.09% -1,611 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,041 shares; 2024Q4: 955 shares; 2025Q1: 952 shares; 2025Q2: 951 shares; 2025Q3: 974 shares; 2025Q4: not reported; 2026Q1: 970 shares; 2026Q2: 813 shares 813 $277K 0.08% -157 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,647 shares; 2024Q4: 1,197 shares; 2025Q1: 1,170 shares; 2025Q2: 1,161 shares; 2025Q3: 674 shares; 2025Q4: 881 shares; 2026Q1: 791 shares; 2026Q2: 779 shares 779 $277K 0.08% -12 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; 2024Q3: 5,892 shares; 2024Q4: 5,498 shares; 2025Q1: 4,894 shares; 2025Q2: 4,882 shares; 2025Q3: 4,531 shares; 2025Q4: 4,428 shares; 2026Q1: 4,505 shares; 2026Q2: 4,417 shares 4,417 $264K 0.08% -88 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,713 shares; 2026Q2: 3,373 shares 3,373 $262K 0.08% -2,340 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,225 shares; 2025Q2: 7,125 shares; 2025Q3: 7,211 shares; 2025Q4: not reported; 2026Q1: 7,190 shares; 2026Q2: 7,190 shares 7,190 $261K 0.08% 0 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; 2024Q3: 733 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 885 shares; 2025Q3: 900 shares; 2025Q4: 922 shares; 2026Q1: 920 shares; 2026Q2: 733 shares 733 $260K 0.08% -187 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,307 shares; 2025Q4: not reported; 2026Q1: 2,401 shares; 2026Q2: 2,434 shares 2,434 $260K 0.08% +33 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,577 shares; 2024Q4: 2,563 shares; 2025Q1: 2,467 shares; 2025Q2: 2,298 shares; 2025Q3: 1,632 shares; 2025Q4: 1,641 shares; 2026Q1: 1,686 shares; 2026Q2: 1,576 shares 1,576 $259K 0.08% -110 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; 2024Q3: 4,234 shares; 2024Q4: 4,655 shares; 2025Q1: 5,446 shares; 2025Q2: 5,047 shares; 2025Q3: 4,933 shares; 2025Q4: not reported; 2026Q1: 3,338 shares; 2026Q2: 1,888 shares 1,888 $258K 0.08% -1,450 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 890 shares; 2025Q4: not reported; 2026Q1: 1,335 shares; 2026Q2: 1,154 shares 1,154 $255K 0.08% -181 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,792 shares; 2024Q4: 1,993 shares; 2025Q1: 1,941 shares; 2025Q2: not reported; 2025Q3: 2,529 shares; 2025Q4: not reported; 2026Q1: 2,333 shares; 2026Q2: 1,883 shares 1,883 $255K 0.08% -450 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,089 shares; 2025Q4: 1,086 shares; 2026Q1: 1,072 shares; 2026Q2: 1,072 shares 1,072 $255K 0.08% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,385 shares; 2024Q4: 4,792 shares; 2025Q1: 5,471 shares; 2025Q2: 5,280 shares; 2025Q3: 5,343 shares; 2025Q4: not reported; 2026Q1: 7,065 shares; 2026Q2: 5,911 shares 5,911 $252K 0.08% -1,154 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,034 shares; 2024Q4: 8,505 shares; 2025Q1: 9,288 shares; 2025Q2: 10,707 shares; 2025Q3: 12,845 shares; 2025Q4: 12,637 shares; 2026Q1: 12,465 shares; 2026Q2: 10,409 shares 10,409 $251K 0.08% -2,056 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,298 shares; 2024Q4: 2,226 shares; 2025Q1: 1,818 shares; 2025Q2: 1,347 shares; 2025Q3: 1,071 shares; 2025Q4: 1,044 shares; 2026Q1: 997 shares; 2026Q2: 930 shares 930 $250K 0.08% -67 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,697 shares; 2025Q4: 4,697 shares; 2026Q1: 6,117 shares; 2026Q2: 5,199 shares 5,199 $247K 0.07% -918 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; 2024Q3: 941 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,205 shares; 2025Q4: not reported; 2026Q1: 1,293 shares; 2026Q2: 1,280 shares 1,280 $247K 0.07% -13 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 804 shares 804 $243K 0.07% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,061 shares; 2026Q1: 5,005 shares; 2026Q2: 3,987 shares 3,987 $240K 0.07% -1,018 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; 2024Q3: 7,829 shares; 2024Q4: 7,197 shares; 2025Q1: 6,351 shares; 2025Q2: 6,140 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,170 shares; 2026Q2: 5,618 shares 5,618 $238K 0.07% -552 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,676 shares; 2024Q4: 3,317 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,241 shares; 2025Q4: 2,275 shares; 2026Q1: 2,174 shares; 2026Q2: 1,693 shares 1,693 $237K 0.07% -481 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,149 shares; 2024Q4: 4,678 shares; 2025Q1: 4,550 shares; 2025Q2: 4,754 shares; 2025Q3: 4,152 shares; 2025Q4: 4,057 shares; 2026Q1: 4,035 shares; 2026Q2: 2,828 shares 2,828 $236K 0.07% -1,207 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,973 shares; 2024Q4: 2,579 shares; 2025Q1: 2,247 shares; 2025Q2: 2,274 shares; 2025Q3: 1,594 shares; 2025Q4: 1,526 shares; 2026Q1: 1,492 shares; 2026Q2: 1,122 shares 1,122 $235K 0.07% -370 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,594 shares; 2026Q2: 1,594 shares 1,594 $234K 0.07% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,513 shares; 2025Q3: 1,065 shares; 2025Q4: not reported; 2026Q1: 999 shares; 2026Q2: 984 shares 984 $234K 0.07% -15 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 636 shares 636 $233K 0.07% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 611 shares; 2024Q4: 534 shares; 2025Q1: 389 shares; 2025Q2: 388 shares; 2025Q3: 295 shares; 2025Q4: not reported; 2026Q1: 2,196 shares; 2026Q2: 2,296 shares 2,296 $228K 0.07% +100 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,434 shares 2,434 $228K 0.07% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,650 shares 1,650 $228K 0.07% new 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; 2024Q3: 2,630 shares; 2024Q4: 2,485 shares; 2025Q1: 2,454 shares; 2025Q2: 2,398 shares; 2025Q3: 2,428 shares; 2025Q4: not reported; 2026Q1: 2,443 shares; 2026Q2: 1,791 shares 1,791 $227K 0.07% -652 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,223 shares; 2024Q4: 5,032 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 2,120 shares; 2025Q4: 2,111 shares; 2026Q1: 1,646 shares; 2026Q2: 1,521 shares 1,521 $223K 0.07% -125 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,371 shares; 2025Q4: not reported; 2026Q1: 5,452 shares; 2026Q2: 4,229 shares 4,229 $217K 0.07% -1,223 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,472 shares; 2026Q1: 4,863 shares; 2026Q2: 4,622 shares 4,622 $215K 0.06% -241 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,566 shares; 2024Q4: 3,342 shares; 2025Q1: 2,891 shares; 2025Q2: 2,461 shares; 2025Q3: 2,310 shares; 2025Q4: 2,463 shares; 2026Q1: 2,463 shares; 2026Q2: 2,211 shares 2,211 $212K 0.06% -252 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 936 shares 936 $212K 0.06% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622 shares; 2024Q4: 620 shares; 2025Q1: 721 shares; 2025Q2: 653 shares; 2025Q3: 559 shares; 2025Q4: not reported; 2026Q1: 3,628 shares; 2026Q2: 2,955 shares 2,955 $211K 0.06% -673 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,150 shares; 2024Q4: 5,389 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,105 shares; 2026Q2: 1,863 shares 1,863 $211K 0.06% -242 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; 2024Q3: 587 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 737 shares 737 $203K 0.06% new Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,494 shares 2,494 $203K 0.06% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,320 shares; 2024Q4: 4,642 shares; 2025Q1: 4,710 shares; 2025Q2: 4,733 shares; 2025Q3: 2,617 shares; 2025Q4: 2,561 shares; 2026Q1: 2,568 shares; 2026Q2: 2,572 shares 2,572 $200K 0.06% +4 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,154 shares; 2026Q2: 1,140 shares 1,140 $200K 0.06% -14 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,158 shares; 2025Q4: not reported; 2026Q1: 10,158 shares; 2026Q2: 10,158 shares 10,158 $190K 0.06% 0 Timeline