SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 208,903 shares; 2025Q1: 181,609 shares; 2025Q2: 260,709 shares; 2025Q3: 384,792 shares; 2025Q4: 569,208 shares; 2026Q1: 628,778 shares; 2026Q2: 672,284 shares; 2026Q3: 777,752 shares 777,752 $78.3M 9.14% +105,468 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 174,992 shares; 2025Q1: 173,521 shares; 2025Q2: 185,072 shares; 2025Q3: 194,916 shares; 2025Q4: 192,425 shares; 2026Q1: 192,855 shares; 2026Q2: 193,182 shares; 2026Q3: 191,210 shares 191,210 $63.7M 7.43% -1,972 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; 2024Q4: 1,489,093 shares; 2025Q1: 1,616,486 shares; 2025Q2: 1,772,706 shares; 2025Q3: 1,912,784 shares; 2025Q4: 1,952,052 shares; 2026Q1: 2,176,741 shares; 2026Q2: 2,304,888 shares; 2026Q3: 2,355,066 shares 2,355,066 $56.2M 6.56% +50,178 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; 2024Q4: 445,065 shares; 2025Q1: 473,678 shares; 2025Q2: 512,976 shares; 2025Q3: 544,306 shares; 2025Q4: 583,917 shares; 2026Q1: 607,270 shares; 2026Q2: 681,788 shares; 2026Q3: 782,473 shares 782,473 $43.7M 5.1% +100,685 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,296 shares; 2025Q1: 21,166 shares; 2025Q2: 117,980 shares; 2025Q3: 122,101 shares; 2025Q4: 124,741 shares; 2026Q1: 132,995 shares; 2026Q2: 147,777 shares; 2026Q3: 153,128 shares 153,128 $33.1M 3.86% +5,351 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; 2024Q4: 608,073 shares; 2025Q1: 616,273 shares; 2025Q2: 643,467 shares; 2025Q3: 684,509 shares; 2025Q4: 733,079 shares; 2026Q1: 687,837 shares; 2026Q2: 755,888 shares; 2026Q3: 784,553 shares 784,553 $32.5M 3.79% +28,665 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; 2024Q4: 589,437 shares; 2025Q1: 594,954 shares; 2025Q2: 632,947 shares; 2025Q3: 666,821 shares; 2025Q4: 713,808 shares; 2026Q1: 765,800 shares; 2026Q2: 808,884 shares; 2026Q3: 743,544 shares 743,544 $29.2M 3.41% -65,340 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,361 shares; 2025Q1: 70,290 shares; 2025Q2: 72,099 shares; 2025Q3: 71,478 shares; 2025Q4: 67,182 shares; 2026Q1: 74,382 shares; 2026Q2: 77,999 shares; 2026Q3: 78,008 shares 78,008 $17.8M 2.08% +9 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136,687 shares; 2025Q1: 142,575 shares; 2025Q2: 144,758 shares; 2025Q3: 157,277 shares; 2025Q4: 165,858 shares; 2026Q1: 187,111 shares; 2026Q2: 205,798 shares; 2026Q3: 218,575 shares 218,575 $15.9M 1.86% +12,777 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,183 shares; 2025Q1: 109,048 shares; 2025Q2: 114,147 shares; 2025Q3: 116,858 shares; 2025Q4: 120,283 shares; 2026Q1: 122,532 shares; 2026Q2: 124,900 shares; 2026Q3: 131,437 shares 131,437 $15.3M 1.79% +6,537 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,868 shares; 2025Q1: 27,836 shares; 2025Q2: 27,760 shares; 2025Q3: 27,010 shares; 2025Q4: 35,693 shares; 2026Q1: 37,065 shares; 2026Q2: 37,586 shares; 2026Q3: 37,899 shares 37,899 $14.2M 1.66% +313 Timeline GNR 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; 2024Q4: 57,520 shares; 2025Q1: 101,626 shares; 2025Q2: 117,468 shares; 2025Q3: 126,685 shares; 2025Q4: 137,787 shares; 2026Q1: 154,272 shares; 2026Q2: 178,050 shares; 2026Q3: 183,522 shares 183,522 $13.6M 1.58% +5,472 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; 2024Q4: 190,519 shares; 2025Q1: 210,764 shares; 2025Q2: 219,547 shares; 2025Q3: 226,813 shares; 2025Q4: 233,400 shares; 2026Q1: 248,840 shares; 2026Q2: 300,749 shares; 2026Q3: 309,259 shares 309,259 $12.4M 1.45% +8,510 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; 2024Q4: 205,618 shares; 2025Q1: 228,269 shares; 2025Q2: 241,724 shares; 2025Q3: 260,993 shares; 2025Q4: 278,778 shares; 2026Q1: 314,993 shares; 2026Q2: 350,601 shares; 2026Q3: 368,235 shares 368,235 $12.4M 1.45% +17,634 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; 2024Q4: 91,876 shares; 2025Q1: 98,101 shares; 2025Q2: 98,338 shares; 2025Q3: 100,511 shares; 2025Q4: 101,887 shares; 2026Q1: 104,155 shares; 2026Q2: 125,744 shares; 2026Q3: 136,472 shares 136,472 $10.7M 1.24% +10,728 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 203,509 shares 203,509 $10.3M 1.2% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,455 shares; 2025Q1: 65,947 shares; 2025Q2: 70,803 shares; 2025Q3: 74,013 shares; 2025Q4: 76,115 shares; 2026Q1: 86,911 shares; 2026Q2: 90,335 shares; 2026Q3: 94,983 shares 94,983 $9.71M 1.13% +4,648 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,942 shares; 2025Q1: 14,735 shares; 2025Q2: 15,670 shares; 2025Q3: 15,371 shares; 2025Q4: 15,278 shares; 2026Q1: 18,903 shares; 2026Q2: 26,616 shares; 2026Q3: 27,713 shares 27,713 $9.44M 1.1% +1,097 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,997 shares; 2026Q2: 74,449 shares; 2026Q3: 87,362 shares 87,362 $9.05M 1.06% +12,913 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 67,911 shares 67,911 $7.43M 0.87% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,154 shares; 2025Q1: 69,123 shares; 2025Q2: 84,638 shares; 2025Q3: 84,981 shares; 2025Q4: 83,727 shares; 2026Q1: 92,695 shares; 2026Q2: 92,293 shares; 2026Q3: 72,517 shares 72,517 $7.33M 0.86% -19,776 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,895 shares; 2025Q1: 6,108 shares; 2025Q2: 6,059 shares; 2025Q3: 6,123 shares; 2025Q4: 7,403 shares; 2026Q1: 8,235 shares; 2026Q2: 10,302 shares; 2026Q3: 14,105 shares 14,105 $7.02M 0.82% +3,803 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,309 shares; 2025Q1: 9,731 shares; 2025Q2: 9,879 shares; 2025Q3: 9,984 shares; 2025Q4: 10,505 shares; 2026Q1: 11,844 shares; 2026Q2: 13,587 shares; 2026Q3: 13,502 shares 13,502 $6.93M 0.81% -85 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; 2024Q4: 57,377 shares; 2025Q1: 63,909 shares; 2025Q2: 64,401 shares; 2025Q3: 65,040 shares; 2025Q4: 65,720 shares; 2026Q1: 69,569 shares; 2026Q2: 85,758 shares; 2026Q3: 80,597 shares 80,597 $6.69M 0.78% -5,161 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,317 shares; 2026Q3: 73,317 shares 73,317 $6.39M 0.75% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,941 shares; 2025Q1: 11,374 shares; 2025Q2: 11,778 shares; 2025Q3: 11,960 shares; 2025Q4: 12,079 shares; 2026Q1: 8,005 shares; 2026Q2: 8,041 shares; 2026Q3: 8,603 shares 8,603 $6.36M 0.74% +562 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128,038 shares; 2025Q1: 151,972 shares; 2025Q2: 158,507 shares; 2025Q3: 173,168 shares; 2025Q4: 183,939 shares; 2026Q1: 211,300 shares; 2026Q2: 239,851 shares; 2026Q3: 246,832 shares 246,832 $6.36M 0.74% +6,981 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,557 shares; 2025Q1: 29,769 shares; 2025Q2: 29,697 shares; 2025Q3: 28,818 shares; 2025Q4: 28,630 shares; 2026Q1: 27,986 shares; 2026Q2: 27,571 shares; 2026Q3: 27,260 shares 27,260 $6.36M 0.74% -311 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,605 shares; 2025Q1: 80,594 shares; 2025Q2: 101,560 shares; 2025Q3: 119,450 shares; 2025Q4: 130,297 shares; 2026Q1: 151,701 shares; 2026Q2: 159,534 shares; 2026Q3: 165,778 shares 165,778 $6.23M 0.73% +6,244 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,385 shares; 2025Q1: 71,396 shares; 2025Q2: 62,899 shares; 2025Q3: 65,029 shares; 2025Q4: 80,588 shares; 2026Q1: 71,197 shares; 2026Q2: 83,736 shares; 2026Q3: 67,168 shares 67,168 $6.16M 0.72% -16,568 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,249 shares; 2025Q1: 10,012 shares; 2025Q2: 11,300 shares; 2025Q3: 11,877 shares; 2025Q4: 21,585 shares; 2026Q1: 19,736 shares; 2026Q2: 21,192 shares; 2026Q3: 21,049 shares 21,049 $5.24M 0.61% -143 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,301 shares; 2025Q1: 79,489 shares; 2025Q2: 98,494 shares; 2025Q3: 101,125 shares; 2025Q4: 102,897 shares; 2026Q1: 114,788 shares; 2026Q2: 120,851 shares; 2026Q3: 125,736 shares 125,736 $4.99M 0.58% +4,885 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,539 shares; 2026Q1: 54,857 shares; 2026Q2: 84,826 shares; 2026Q3: 98,820 shares 98,820 $4.95M 0.58% +13,994 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; 2024Q4: 29,194 shares; 2025Q1: 97,144 shares; 2025Q2: 100,686 shares; 2025Q3: 99,231 shares; 2025Q4: 100,356 shares; 2026Q1: 99,369 shares; 2026Q2: 96,362 shares; 2026Q3: 92,219 shares 92,219 $4.83M 0.56% -4,143 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,089 shares; 2025Q1: 40,904 shares; 2025Q2: 39,342 shares; 2025Q3: 39,410 shares; 2025Q4: 36,155 shares; 2026Q1: 30,001 shares; 2026Q2: 27,763 shares; 2026Q3: 26,317 shares 26,317 $4.81M 0.56% -1,446 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,936 shares; 2025Q1: 8,968 shares; 2025Q2: 9,231 shares; 2025Q3: 8,980 shares; 2025Q4: 8,918 shares; 2026Q1: 8,753 shares; 2026Q2: 34,574 shares; 2026Q3: 33,417 shares 33,417 $4.19M 0.49% -1,157 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; 2024Q4: 16,546 shares; 2025Q1: 15,937 shares; 2025Q2: 16,548 shares; 2025Q3: 18,023 shares; 2025Q4: 18,164 shares; 2026Q1: 18,725 shares; 2026Q2: 17,735 shares; 2026Q3: 17,748 shares 17,748 $4.1M 0.48% +13 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,592 shares; 2025Q1: 20,233 shares; 2025Q2: 19,770 shares; 2025Q3: 19,152 shares; 2025Q4: 18,917 shares; 2026Q1: 17,351 shares; 2026Q2: 16,893 shares; 2026Q3: 16,502 shares 16,502 $4.09M 0.48% -391 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,915 shares; 2025Q2: 5,378 shares; 2025Q3: 5,407 shares; 2025Q4: 5,244 shares; 2026Q1: 5,305 shares; 2026Q2: 4,311 shares; 2026Q3: 3,661 shares 3,661 $3.9M 0.46% -650 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,629 shares; 2025Q1: 11,811 shares; 2025Q2: 11,654 shares; 2025Q3: 11,574 shares; 2025Q4: 10,687 shares; 2026Q1: 9,364 shares; 2026Q2: 9,761 shares; 2026Q3: 9,696 shares 9,696 $3.69M 0.43% -65 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; 2024Q4: 51,503 shares; 2025Q1: 50,156 shares; 2025Q2: 47,253 shares; 2025Q3: 44,751 shares; 2025Q4: 44,888 shares; 2026Q1: 39,240 shares; 2026Q2: 37,152 shares; 2026Q3: 37,005 shares 37,005 $3.62M 0.42% -147 Timeline BKLN 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; 2024Q4: not reported; 2025Q1: 64,845 shares; 2025Q2: 71,270 shares; 2025Q3: 102,894 shares; 2025Q4: 127,140 shares; 2026Q1: 141,620 shares; 2026Q2: 163,389 shares; 2026Q3: 169,999 shares 169,999 $3.47M 0.41% +6,610 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,741 shares; 2025Q1: 6,563 shares; 2025Q2: 7,171 shares; 2025Q3: 7,532 shares; 2025Q4: 7,693 shares; 2026Q1: 9,215 shares; 2026Q2: 10,304 shares; 2026Q3: 10,092 shares 10,092 $3.47M 0.41% -212 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,362 shares; 2025Q1: 8,362 shares; 2025Q2: 8,319 shares; 2025Q3: 8,115 shares; 2025Q4: 8,115 shares; 2026Q1: 8,312 shares; 2026Q2: 8,312 shares; 2026Q3: 8,312 shares 8,312 $3.46M 0.4% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,534 shares; 2025Q1: 4,776 shares; 2025Q2: 4,304 shares; 2025Q3: 4,003 shares; 2025Q4: 4,396 shares; 2026Q1: 4,305 shares; 2026Q2: 4,218 shares; 2026Q3: 4,218 shares 4,218 $3.22M 0.38% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,243 shares; 2025Q3: 20,057 shares; 2025Q4: 55,948 shares; 2026Q1: 59,592 shares; 2026Q2: 39,376 shares; 2026Q3: 38,635 shares 38,635 $3.01M 0.35% -741 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,017 shares; 2025Q1: 12,911 shares; 2025Q2: 12,901 shares; 2025Q3: 12,701 shares; 2025Q4: 17,835 shares; 2026Q1: 20,203 shares; 2026Q2: 35,191 shares; 2026Q3: 35,245 shares 35,245 $2.99M 0.35% +54 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,200 shares; 2025Q1: 39,766 shares; 2025Q2: 39,851 shares; 2025Q3: 39,919 shares; 2025Q4: 40,009 shares; 2026Q1: 41,192 shares; 2026Q2: 82,447 shares; 2026Q3: 76,907 shares 76,907 $2.82M 0.33% -5,540 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 42,824 shares; 2025Q2: 46,777 shares; 2025Q3: 62,305 shares; 2025Q4: 80,322 shares; 2026Q1: 92,087 shares; 2026Q2: 108,384 shares; 2026Q3: 114,677 shares 114,677 $2.78M 0.32% +6,293 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,253 shares; 2025Q1: 2,989 shares; 2025Q2: 3,132 shares; 2025Q3: 2,903 shares; 2025Q4: 2,671 shares; 2026Q1: 3,147 shares; 2026Q2: 3,175 shares; 2026Q3: 3,760 shares 3,760 $2.64M 0.31% +585 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,579 shares; 2025Q1: 58,579 shares; 2025Q2: 58,579 shares; 2025Q3: 58,579 shares; 2025Q4: 58,579 shares; 2026Q1: 58,579 shares; 2026Q2: 58,579 shares; 2026Q3: 58,579 shares 58,579 $2.52M 0.29% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,815 shares; 2025Q1: not reported; 2025Q2: 4,639 shares; 2025Q3: 4,520 shares; 2025Q4: 4,072 shares; 2026Q1: 4,588 shares; 2026Q2: 4,163 shares; 2026Q3: 4,081 shares 4,081 $2.5M 0.29% -82 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,417 shares; 2025Q1: 83,083 shares; 2025Q2: 80,061 shares; 2025Q3: 77,372 shares; 2025Q4: 75,432 shares; 2026Q1: 70,980 shares; 2026Q2: 69,696 shares; 2026Q3: 62,443 shares 62,443 $2.47M 0.29% -7,253 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,448 shares; 2025Q4: 34,214 shares; 2026Q1: 47,245 shares; 2026Q2: 46,868 shares; 2026Q3: 46,199 shares 46,199 $2.46M 0.29% -669 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,915 shares; 2026Q2: 20,371 shares; 2026Q3: 48,049 shares 48,049 $2.28M 0.27% +27,678 Timeline KNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,132 shares; 2026Q1: 72,132 shares; 2026Q2: 71,132 shares; 2026Q3: 71,132 shares 71,132 $2.24M 0.26% 0 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,859 shares; 2025Q1: 65,403 shares; 2025Q2: 64,799 shares; 2025Q3: 63,726 shares; 2025Q4: 64,020 shares; 2026Q1: 54,099 shares; 2026Q2: 53,632 shares; 2026Q3: 53,927 shares 53,927 $2.23M 0.26% +295 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,015 shares; 2025Q1: 53,610 shares; 2025Q2: 60,457 shares; 2025Q3: 79,057 shares; 2025Q4: 122,823 shares; 2026Q1: 154,044 shares; 2026Q2: 185,270 shares; 2026Q3: 187,111 shares 187,111 $2.23M 0.26% +1,841 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,234 shares; 2025Q1: not reported; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares; 2025Q4: 14,827 shares; 2026Q1: 14,424 shares; 2026Q2: 14,336 shares; 2026Q3: 11,521 shares 11,521 $2.16M 0.25% -2,815 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,395 shares; 2025Q1: 11,396 shares; 2025Q2: 11,379 shares; 2025Q3: 11,377 shares; 2025Q4: 11,245 shares; 2026Q1: 11,234 shares; 2026Q2: 11,237 shares; 2026Q3: 11,321 shares 11,321 $2.11M 0.25% +84 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,932 shares; 2025Q2: 24,954 shares; 2025Q3: 26,591 shares; 2025Q4: 26,591 shares; 2026Q1: 25,717 shares; 2026Q2: 30,381 shares; 2026Q3: 38,188 shares 38,188 $2.07M 0.24% +7,807 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,624 shares; 2025Q1: 24,156 shares; 2025Q2: 24,565 shares; 2025Q3: 26,047 shares; 2025Q4: 26,207 shares; 2026Q1: 29,706 shares; 2026Q2: 28,516 shares; 2026Q3: 43,421 shares 43,421 $2.03M 0.24% +14,905 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,430 shares; 2025Q1: 56,430 shares; 2025Q2: 60,308 shares; 2025Q3: 60,308 shares; 2025Q4: 60,308 shares; 2026Q1: 60,308 shares; 2026Q2: 63,347 shares; 2026Q3: 63,347 shares 63,347 $1.98M 0.23% 0 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; 2024Q4: 16,940 shares; 2025Q1: 15,102 shares; 2025Q2: 17,455 shares; 2025Q3: 24,876 shares; 2025Q4: 28,765 shares; 2026Q1: 30,100 shares; 2026Q2: 41,988 shares; 2026Q3: 42,874 shares 42,874 $1.94M 0.23% +886 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,665 shares; 2025Q1: 55,276 shares; 2025Q2: 56,209 shares; 2025Q3: 50,169 shares; 2025Q4: 46,902 shares; 2026Q1: 47,745 shares; 2026Q2: 74,173 shares; 2026Q3: 67,499 shares 67,499 $1.94M 0.23% -6,674 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,954 shares; 2025Q1: 12,863 shares; 2025Q2: 14,827 shares; 2025Q3: 20,679 shares; 2025Q4: 23,133 shares; 2026Q1: 21,708 shares; 2026Q2: 22,327 shares; 2026Q3: 23,299 shares 23,299 $1.92M 0.22% +972 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,378 shares; 2025Q1: 5,660 shares; 2025Q2: 6,296 shares; 2025Q3: 6,288 shares; 2025Q4: 16,081 shares; 2026Q1: 16,942 shares; 2026Q2: 18,012 shares; 2026Q3: 17,377 shares 17,377 $1.92M 0.22% -635 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,276 shares; 2025Q1: 28,560 shares; 2025Q2: 29,224 shares; 2025Q3: 29,896 shares; 2025Q4: 30,213 shares; 2026Q1: 30,809 shares; 2026Q2: 32,027 shares; 2026Q3: 32,149 shares 32,149 $1.91M 0.22% +122 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,826 shares; 2025Q1: 15,664 shares; 2025Q2: 21,052 shares; 2025Q3: 21,172 shares; 2025Q4: 20,435 shares; 2026Q1: 20,222 shares; 2026Q2: 19,681 shares; 2026Q3: 19,434 shares 19,434 $1.89M 0.22% -247 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,023 shares; 2025Q1: 1,968 shares; 2025Q2: 2,032 shares; 2025Q3: 2,011 shares; 2025Q4: 2,406 shares; 2026Q1: 2,556 shares; 2026Q2: 2,581 shares; 2026Q3: 2,567 shares 2,567 $1.86M 0.22% -14 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,439 shares; 2025Q1: 1,502 shares; 2025Q2: 1,604 shares; 2025Q3: 1,604 shares; 2025Q4: 1,662 shares; 2026Q1: 2,447 shares; 2026Q2: 2,820 shares; 2026Q3: 3,894 shares 3,894 $1.78M 0.21% +1,074 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; 2024Q4: 42,624 shares; 2025Q1: 43,029 shares; 2025Q2: 52,428 shares; 2025Q3: 44,589 shares; 2025Q4: 43,917 shares; 2026Q1: 46,178 shares; 2026Q2: 47,594 shares; 2026Q3: 47,712 shares 47,712 $1.77M 0.21% +118 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,255 shares; 2025Q4: 14,305 shares; 2026Q1: 57,709 shares; 2026Q2: 65,524 shares; 2026Q3: 69,337 shares 69,337 $1.72M 0.2% +3,813 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,433 shares; 2025Q1: 19,271 shares; 2025Q2: 19,292 shares; 2025Q3: 22,301 shares; 2025Q4: 22,240 shares; 2026Q1: 23,845 shares; 2026Q2: 23,451 shares; 2026Q3: 23,570 shares 23,570 $1.66M 0.19% +119 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,240 shares; 2025Q1: 2,998 shares; 2025Q2: 2,998 shares; 2025Q3: 2,998 shares; 2025Q4: 3,051 shares; 2026Q1: 3,050 shares; 2026Q2: 18,297 shares; 2026Q3: 18,460 shares 18,460 $1.66M 0.19% +163 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 787 shares; 2025Q1: 788 shares; 2025Q2: 849 shares; 2025Q3: 819 shares; 2025Q4: 825 shares; 2026Q1: 1,347 shares; 2026Q2: 1,469 shares; 2026Q3: 1,400 shares 1,400 $1.62M 0.19% -69 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,248 shares; 2025Q1: 22,513 shares; 2025Q2: 25,352 shares; 2025Q3: 25,469 shares; 2025Q4: 25,381 shares; 2026Q1: 21,962 shares; 2026Q2: 21,766 shares; 2026Q3: 21,771 shares 21,771 $1.6M 0.19% +5 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,079 shares; 2025Q1: 1,100 shares; 2025Q2: 1,720 shares; 2025Q3: 1,754 shares; 2025Q4: 1,767 shares; 2026Q1: 1,694 shares; 2026Q2: 1,728 shares; 2026Q3: 1,749 shares 1,749 $1.57M 0.18% +21 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,210 shares; 2025Q1: 4,532 shares; 2025Q2: 4,373 shares; 2025Q3: 4,348 shares; 2025Q4: 4,317 shares; 2026Q1: 4,062 shares; 2026Q2: 4,373 shares; 2026Q3: 4,337 shares 4,337 $1.56M 0.18% -36 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,370 shares; 2025Q1: 5,444 shares; 2025Q2: 5,589 shares; 2025Q3: 5,723 shares; 2025Q4: 5,735 shares; 2026Q1: 5,574 shares; 2026Q2: 5,744 shares; 2026Q3: 5,861 shares 5,861 $1.55M 0.18% +117 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; 2024Q4: 42,835 shares; 2025Q1: 22,826 shares; 2025Q2: 26,038 shares; 2025Q3: 29,170 shares; 2025Q4: 28,935 shares; 2026Q1: 30,778 shares; 2026Q2: 30,454 shares; 2026Q3: 32,886 shares 32,886 $1.55M 0.18% +2,432 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,368 shares; 2026Q2: 72,868 shares; 2026Q3: 73,168 shares 73,168 $1.54M 0.18% +300 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; 2024Q4: 11,676 shares; 2025Q1: 10,186 shares; 2025Q2: 10,206 shares; 2025Q3: 10,050 shares; 2025Q4: 10,406 shares; 2026Q1: 12,055 shares; 2026Q2: 14,472 shares; 2026Q3: 14,134 shares 14,134 $1.52M 0.18% -338 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,780 shares; 2025Q1: 37,780 shares; 2025Q2: 37,780 shares; 2025Q3: 37,719 shares; 2025Q4: 36,837 shares; 2026Q1: 33,995 shares; 2026Q2: 32,595 shares; 2026Q3: 32,595 shares 32,595 $1.52M 0.18% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,835 shares; 2025Q1: 9,944 shares; 2025Q2: 9,174 shares; 2025Q3: 8,335 shares; 2025Q4: 7,859 shares; 2026Q1: 7,883 shares; 2026Q2: 9,998 shares; 2026Q3: 7,388 shares 7,388 $1.5M 0.18% -2,610 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,910 shares; 2025Q1: 11,428 shares; 2025Q2: 11,568 shares; 2025Q3: 11,443 shares; 2025Q4: 10,376 shares; 2026Q1: 12,637 shares; 2026Q2: 12,080 shares; 2026Q3: 12,151 shares 12,151 $1.41M 0.16% +71 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,218 shares; 2025Q1: 42,218 shares; 2025Q2: 39,975 shares; 2025Q3: 39,833 shares; 2025Q4: 42,003 shares; 2026Q1: 41,977 shares; 2026Q2: 38,136 shares; 2026Q3: 42,289 shares 42,289 $1.37M 0.16% +4,153 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,784 shares; 2026Q1: 46,779 shares; 2026Q2: 46,771 shares; 2026Q3: 46,771 shares 46,771 $1.36M 0.16% 0 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,443 shares; 2025Q1: 32,079 shares; 2025Q2: 40,084 shares; 2025Q3: 39,331 shares; 2025Q4: 39,331 shares; 2026Q1: 39,331 shares; 2026Q2: 39,331 shares; 2026Q3: 39,331 shares 39,331 $1.32M 0.15% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,970 shares; 2025Q1: 24,970 shares; 2025Q2: 24,670 shares; 2025Q3: 24,420 shares; 2025Q4: 23,620 shares; 2026Q1: 22,610 shares; 2026Q2: 13,470 shares; 2026Q3: 13,470 shares 13,470 $1.31M 0.15% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,300 shares; 2025Q1: 3,141 shares; 2025Q2: 3,214 shares; 2025Q3: 3,068 shares; 2025Q4: 2,795 shares; 2026Q1: 3,219 shares; 2026Q2: 3,582 shares; 2026Q3: 3,706 shares 3,706 $1.3M 0.15% +124 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,972 shares 7,972 $1.3M 0.15% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,864 shares; 2025Q1: 10,459 shares; 2025Q2: 11,324 shares; 2025Q3: 16,420 shares; 2025Q4: 19,082 shares; 2026Q1: 19,263 shares; 2026Q2: 22,220 shares; 2026Q3: 22,708 shares 22,708 $1.28M 0.15% +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; 2024Q4: 3,051 shares; 2025Q1: 3,813 shares; 2025Q2: 3,969 shares; 2025Q3: 3,909 shares; 2025Q4: 4,385 shares; 2026Q1: 4,001 shares; 2026Q2: 4,261 shares; 2026Q3: 3,855 shares 3,855 $1.28M 0.15% -406 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,269 shares; 2025Q1: 7,690 shares; 2025Q2: 8,264 shares; 2025Q3: 10,372 shares; 2025Q4: 13,506 shares; 2026Q1: 13,496 shares; 2026Q2: 13,777 shares; 2026Q3: 13,404 shares 13,404 $1.27M 0.15% -373 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,106 shares; 2025Q1: 8,387 shares; 2025Q2: 8,529 shares; 2025Q3: 8,540 shares; 2025Q4: 8,549 shares; 2026Q1: 8,596 shares; 2026Q2: 7,972 shares; 2026Q3: 7,972 shares 7,972 $1.26M 0.15% 0 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,156 shares; 2025Q1: 30,156 shares; 2025Q2: 30,156 shares; 2025Q3: 30,156 shares; 2025Q4: 30,156 shares; 2026Q1: 30,156 shares; 2026Q2: 30,156 shares; 2026Q3: 30,156 shares 30,156 $1.25M 0.15% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,819 shares; 2025Q1: 9,299 shares; 2025Q2: 9,215 shares; 2025Q3: 8,811 shares; 2025Q4: 9,029 shares; 2026Q1: 9,026 shares; 2026Q2: 9,024 shares; 2026Q3: 8,913 shares 8,913 $1.21M 0.14% -111 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,600 shares; 2025Q1: 3,320 shares; 2025Q2: 3,526 shares; 2025Q3: 3,505 shares; 2025Q4: 3,502 shares; 2026Q1: 3,108 shares; 2026Q2: 2,309 shares; 2026Q3: 2,161 shares 2,161 $1.16M 0.14% -148 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 203,183 shares; 2025Q1: 198,410 shares; 2025Q2: 15,947 shares; 2025Q3: 13,524 shares; 2025Q4: 12,796 shares; 2026Q1: 11,461 shares; 2026Q2: 11,457 shares; 2026Q3: 10,966 shares 10,966 $1.16M 0.14% -491 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,800 shares; 2025Q1: 25,693 shares; 2025Q2: 26,025 shares; 2025Q3: 26,025 shares; 2025Q4: 26,025 shares; 2026Q1: 29,243 shares; 2026Q2: 29,243 shares; 2026Q3: 29,243 shares 29,243 $1.16M 0.13% 0 Timeline GMUB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,521 shares 23,521 $1.15M 0.13% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,313 shares; 2026Q1: 17,907 shares; 2026Q2: 20,561 shares; 2026Q3: 21,983 shares 21,983 $1.14M 0.13% +1,422 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; 2024Q4: 20,928 shares; 2025Q1: 19,589 shares; 2025Q2: 19,197 shares; 2025Q3: 18,836 shares; 2025Q4: 19,033 shares; 2026Q1: 19,070 shares; 2026Q2: 19,721 shares; 2026Q3: 20,733 shares 20,733 $1.13M 0.13% +1,012 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; 2024Q4: 7,012 shares; 2025Q1: 7,036 shares; 2025Q2: 7,253 shares; 2025Q3: 7,036 shares; 2025Q4: 12,348 shares; 2026Q1: 13,030 shares; 2026Q2: 12,537 shares; 2026Q3: 12,428 shares 12,428 $1.12M 0.13% -109 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,279 shares; 2025Q1: 18,597 shares; 2025Q2: 18,786 shares; 2025Q3: 18,786 shares; 2025Q4: 28,995 shares; 2026Q1: 28,995 shares; 2026Q2: 28,995 shares; 2026Q3: 28,995 shares 28,995 $1.1M 0.13% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,282 shares; 2025Q1: 1,390 shares; 2025Q2: 1,380 shares; 2025Q3: 1,394 shares; 2025Q4: 1,422 shares; 2026Q1: 1,514 shares; 2026Q2: 1,413 shares; 2026Q3: 1,429 shares 1,429 $1.09M 0.13% +16 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,801 shares; 2025Q1: 5,175 shares; 2025Q2: 5,245 shares; 2025Q3: 5,469 shares; 2025Q4: 5,528 shares; 2026Q1: 5,130 shares; 2026Q2: 5,140 shares; 2026Q3: 4,604 shares 4,604 $1.06M 0.12% -536 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,103 shares; 2025Q1: 2,445 shares; 2025Q2: 2,625 shares; 2025Q3: 2,645 shares; 2025Q4: 2,673 shares; 2026Q1: 2,444 shares; 2026Q2: 2,525 shares; 2026Q3: 2,471 shares 2,471 $1.04M 0.12% -54 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,004 shares; 2025Q2: 8,119 shares; 2025Q3: 12,467 shares; 2025Q4: 20,018 shares; 2026Q1: 23,124 shares; 2026Q2: 24,439 shares; 2026Q3: 24,646 shares 24,646 $1.04M 0.12% +207 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,783 shares; 2025Q1: 4,254 shares; 2025Q2: 4,620 shares; 2025Q3: 4,965 shares; 2025Q4: 4,630 shares; 2026Q1: 4,776 shares; 2026Q2: 4,787 shares; 2026Q3: 5,013 shares 5,013 $1.02M 0.12% +226 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,829 shares; 2025Q1: 1,056 shares; 2025Q2: 1,913 shares; 2025Q3: 1,114 shares; 2025Q4: 1,134 shares; 2026Q1: 1,122 shares; 2026Q2: 1,224 shares; 2026Q3: 1,261 shares 1,261 $1.02M 0.12% +37 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,257 shares; 2025Q1: 24,257 shares; 2025Q2: 24,257 shares; 2025Q3: 24,257 shares; 2025Q4: 24,257 shares; 2026Q1: 24,257 shares; 2026Q2: 24,257 shares; 2026Q3: 24,257 shares 24,257 $1.02M 0.12% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,277 shares; 2025Q1: 12,645 shares; 2025Q2: 12,699 shares; 2025Q3: 13,367 shares; 2025Q4: 13,705 shares; 2026Q1: 13,409 shares; 2026Q2: 13,903 shares; 2026Q3: 12,466 shares 12,466 $998K 0.12% -1,437 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,930 shares; 2025Q1: 23,705 shares; 2025Q2: 23,705 shares; 2025Q3: 23,705 shares; 2025Q4: 23,705 shares; 2026Q1: 22,775 shares; 2026Q2: 22,775 shares; 2026Q3: 22,775 shares 22,775 $983K 0.11% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,116 shares; 2025Q1: 4,315 shares; 2025Q2: 3,915 shares; 2025Q3: 3,697 shares; 2025Q4: 3,398 shares; 2026Q1: 4,511 shares; 2026Q2: 4,581 shares; 2026Q3: 4,262 shares 4,262 $978K 0.11% -319 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; 2024Q4: 1,095 shares; 2025Q1: 1,251 shares; 2025Q2: 1,262 shares; 2025Q3: 2,089 shares; 2025Q4: 2,149 shares; 2026Q1: 2,098 shares; 2026Q2: 2,273 shares; 2026Q3: 2,244 shares 2,244 $964K 0.11% -29 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; 2024Q4: 20,000 shares; 2025Q1: 18,355 shares; 2025Q2: 18,205 shares; 2025Q3: 17,903 shares; 2025Q4: 18,821 shares; 2026Q1: 14,844 shares; 2026Q2: 15,222 shares; 2026Q3: 16,862 shares 16,862 $955K 0.11% +1,640 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,338 shares; 2025Q1: 19,338 shares; 2025Q2: 19,338 shares; 2025Q3: 19,337 shares; 2025Q4: 19,337 shares; 2026Q1: 19,337 shares; 2026Q2: 19,003 shares; 2026Q3: 19,003 shares 19,003 $944K 0.11% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,587 shares; 2026Q2: 91,173 shares; 2026Q3: 11,049 shares 11,049 $936K 0.11% -80,124 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; 2024Q4: 24,359 shares; 2025Q1: 21,385 shares; 2025Q2: 22,115 shares; 2025Q3: 22,754 shares; 2025Q4: 23,630 shares; 2026Q1: 14,484 shares; 2026Q2: 13,635 shares; 2026Q3: 20,072 shares 20,072 $931K 0.11% +6,437 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,747 shares; 2025Q4: 6,994 shares; 2026Q1: 7,201 shares; 2026Q2: 8,223 shares; 2026Q3: 7,737 shares 7,737 $930K 0.11% -486 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,845 shares; 2025Q4: 5,351 shares; 2026Q1: 8,666 shares; 2026Q2: 9,174 shares; 2026Q3: 9,179 shares 9,179 $928K 0.11% +5 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,583 shares; 2026Q1: 5,987 shares; 2026Q2: 4,379 shares; 2026Q3: 3,469 shares 3,469 $917K 0.11% -910 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,871 shares; 2025Q1: 6,746 shares; 2025Q2: 7,267 shares; 2025Q3: 7,249 shares; 2025Q4: 7,382 shares; 2026Q1: 4,530 shares; 2026Q2: 6,015 shares; 2026Q3: 6,142 shares 6,142 $892K 0.1% +127 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,297 shares; 2025Q1: 2,675 shares; 2025Q2: 3,177 shares; 2025Q3: 2,828 shares; 2025Q4: 2,833 shares; 2026Q1: 2,829 shares; 2026Q2: 11,321 shares; 2026Q3: 11,321 shares 11,321 $888K 0.1% 0 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; 2024Q4: 18,271 shares; 2025Q1: 20,834 shares; 2025Q2: 13,904 shares; 2025Q3: 14,294 shares; 2025Q4: 15,003 shares; 2026Q1: 14,422 shares; 2026Q2: 15,858 shares; 2026Q3: 15,979 shares 15,979 $870K 0.1% +121 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,973 shares; 2025Q1: 10,133 shares; 2025Q2: 12,335 shares; 2025Q3: 11,664 shares; 2025Q4: 11,509 shares; 2026Q1: 11,438 shares; 2026Q2: 10,966 shares; 2026Q3: 11,000 shares 11,000 $862K 0.1% +34 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; 2024Q4: 4,173 shares; 2025Q1: 3,923 shares; 2025Q2: 4,073 shares; 2025Q3: 3,720 shares; 2025Q4: 3,270 shares; 2026Q1: 2,779 shares; 2026Q2: 2,572 shares; 2026Q3: 2,606 shares 2,606 $856K 0.1% +34 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261 shares; 2025Q4: 273 shares; 2026Q1: 350 shares; 2026Q2: 345 shares; 2026Q3: 469 shares 469 $850K 0.1% +124 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 18,526 shares; 2025Q2: 18,526 shares; 2025Q3: 18,526 shares; 2025Q4: 25,622 shares; 2026Q1: 25,622 shares; 2026Q2: 22,702 shares; 2026Q3: 19,786 shares 19,786 $847K 0.1% -2,916 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,106 shares; 2025Q1: 6,905 shares; 2025Q2: 6,951 shares; 2025Q3: 6,835 shares; 2025Q4: 7,213 shares; 2026Q1: 7,891 shares; 2026Q2: 7,165 shares; 2026Q3: 7,133 shares 7,133 $805K 0.09% -32 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,654 shares; 2025Q1: 8,749 shares; 2025Q2: 8,778 shares; 2025Q3: 7,690 shares; 2025Q4: 8,069 shares; 2026Q1: 6,654 shares; 2026Q2: 6,686 shares; 2026Q3: 6,927 shares 6,927 $799K 0.09% +241 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,238 shares; 2025Q1: 24,238 shares; 2025Q2: 24,238 shares; 2025Q3: 24,238 shares; 2025Q4: 24,238 shares; 2026Q1: 24,238 shares; 2026Q2: 22,041 shares; 2026Q3: 22,041 shares 22,041 $791K 0.09% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,705 shares; 2025Q1: 2,462 shares; 2025Q2: 2,254 shares; 2025Q3: 2,068 shares; 2025Q4: 2,207 shares; 2026Q1: 1,968 shares; 2026Q2: 2,248 shares; 2026Q3: 2,210 shares 2,210 $784K 0.09% -38 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,863 shares; 2025Q3: 4,273 shares; 2025Q4: 4,692 shares; 2026Q1: 4,712 shares; 2026Q2: 3,293 shares; 2026Q3: 4,792 shares 4,792 $781K 0.09% +1,499 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,589 shares; 2025Q2: 4,607 shares; 2025Q3: 4,611 shares; 2025Q4: 4,620 shares; 2026Q1: 4,639 shares; 2026Q2: 4,647 shares; 2026Q3: 4,652 shares 4,652 $776K 0.09% +5 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 314 shares; 2025Q1: 305 shares; 2025Q2: 308 shares; 2025Q3: 317 shares; 2025Q4: 690 shares; 2026Q1: 713 shares; 2026Q2: 780 shares; 2026Q3: 843 shares 843 $768K 0.09% +63 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,600 shares; 2025Q1: 17,423 shares; 2025Q2: 17,423 shares; 2025Q3: 17,423 shares; 2025Q4: 17,423 shares; 2026Q1: 22,552 shares; 2026Q2: 24,472 shares; 2026Q3: 24,472 shares 24,472 $746K 0.09% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 438 shares; 2026Q1: 1,032 shares; 2026Q2: 1,123 shares; 2026Q3: 1,070 shares 1,070 $722K 0.08% -53 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,337 shares; 2025Q2: 15,337 shares; 2025Q3: 15,337 shares; 2025Q4: 20,526 shares; 2026Q1: 20,526 shares; 2026Q2: 20,526 shares; 2026Q3: 20,526 shares 20,526 $709K 0.08% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,744 shares; 2025Q1: 7,744 shares; 2025Q2: 7,745 shares; 2025Q3: 7,744 shares; 2025Q4: 7,744 shares; 2026Q1: 7,744 shares; 2026Q2: 7,744 shares; 2026Q3: 7,744 shares 7,744 $706K 0.08% 0 Timeline DEXC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,691 shares; 2025Q3: 5,691 shares; 2025Q4: 6,477 shares; 2026Q1: 10,781 shares; 2026Q2: 10,515 shares; 2026Q3: 8,835 shares 8,835 $704K 0.08% -1,680 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 713 shares; 2026Q1: 730 shares; 2026Q2: 1,301 shares; 2026Q3: 1,221 shares 1,221 $694K 0.08% -80 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,474 shares; 2025Q3: 4,474 shares; 2025Q4: 4,473 shares; 2026Q1: 7,663 shares; 2026Q2: 8,677 shares; 2026Q3: 10,352 shares 10,352 $691K 0.08% +1,675 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,150 shares; 2025Q2: 4,502 shares; 2025Q3: 4,268 shares; 2025Q4: 4,180 shares; 2026Q1: 3,828 shares; 2026Q2: 4,066 shares; 2026Q3: 8,155 shares 8,155 $687K 0.08% +4,089 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; 2024Q4: 12,184 shares; 2025Q1: 12,280 shares; 2025Q2: 12,307 shares; 2025Q3: 12,271 shares; 2025Q4: 12,163 shares; 2026Q1: 12,090 shares; 2026Q2: 11,873 shares; 2026Q3: 15,941 shares 15,941 $676K 0.08% +4,068 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,787 shares; 2025Q1: 3,852 shares; 2025Q2: 4,012 shares; 2025Q3: 3,436 shares; 2025Q4: 3,444 shares; 2026Q1: 3,486 shares; 2026Q2: 3,365 shares; 2026Q3: 3,224 shares 3,224 $675K 0.08% -141 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,112 shares; 2026Q3: 10,516 shares 10,516 $672K 0.08% +404 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,288 shares; 2025Q1: 10,329 shares; 2025Q2: 16,548 shares; 2025Q3: 15,965 shares; 2025Q4: 15,965 shares; 2026Q1: 15,965 shares; 2026Q2: 15,965 shares; 2026Q3: 15,553 shares 15,553 $672K 0.08% -412 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,694 shares; 2025Q1: 4,131 shares; 2025Q2: 4,102 shares; 2025Q3: 4,138 shares; 2025Q4: 4,295 shares; 2026Q1: 4,132 shares; 2026Q2: 4,638 shares; 2026Q3: 4,621 shares 4,621 $671K 0.08% -17 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,404 shares; 2025Q1: 9,540 shares; 2025Q2: 9,358 shares; 2025Q3: 9,409 shares; 2025Q4: 9,127 shares; 2026Q1: 6,667 shares; 2026Q2: 6,239 shares; 2026Q3: 6,447 shares 6,447 $671K 0.08% +208 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,245 shares; 2025Q1: 6,245 shares; 2025Q2: 3,355 shares; 2025Q3: 2,355 shares; 2025Q4: 15,886 shares; 2026Q1: 5,269 shares; 2026Q2: 5,771 shares; 2026Q3: 5,775 shares 5,775 $669K 0.08% +4 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,039 shares; 2025Q1: 995 shares; 2025Q2: 977 shares; 2025Q3: 968 shares; 2025Q4: 10,200 shares; 2026Q1: 11,522 shares; 2026Q2: 12,325 shares; 2026Q3: 9,616 shares 9,616 $669K 0.08% -2,709 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; 2024Q4: 10,143 shares; 2025Q1: 8,271 shares; 2025Q2: 8,849 shares; 2025Q3: 9,534 shares; 2025Q4: 10,514 shares; 2026Q1: 11,074 shares; 2026Q2: 12,550 shares; 2026Q3: 13,461 shares 13,461 $651K 0.08% +911 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,275 shares; 2025Q1: 2,245 shares; 2025Q2: 2,384 shares; 2025Q3: 3,217 shares; 2025Q4: 2,866 shares; 2026Q1: 2,961 shares; 2026Q2: 2,826 shares; 2026Q3: 2,275 shares 2,275 $647K 0.08% -551 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,903 shares; 2026Q2: 6,966 shares; 2026Q3: 16,186 shares 16,186 $644K 0.08% +9,220 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,484 shares; 2025Q1: 5,950 shares; 2025Q2: 6,311 shares; 2025Q3: 6,688 shares; 2025Q4: 6,785 shares; 2026Q1: 6,891 shares; 2026Q2: 7,073 shares; 2026Q3: 7,394 shares 7,394 $638K 0.07% +321 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,798 shares; 2025Q1: 7,965 shares; 2025Q2: 8,247 shares; 2025Q3: 8,022 shares; 2025Q4: 8,547 shares; 2026Q1: 8,718 shares; 2026Q2: 9,043 shares; 2026Q3: 9,257 shares 9,257 $634K 0.07% +214 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; 2024Q4: 12,360 shares; 2025Q1: 12,340 shares; 2025Q2: 10,613 shares; 2025Q3: 9,526 shares; 2025Q4: 7,872 shares; 2026Q1: 7,705 shares; 2026Q2: 7,480 shares; 2026Q3: 7,285 shares 7,285 $632K 0.07% -195 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,519 shares; 2025Q3: 2,944 shares; 2025Q4: 2,742 shares; 2026Q1: 1,803 shares; 2026Q2: 1,735 shares; 2026Q3: 1,749 shares 1,749 $632K 0.07% +14 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; 2024Q4: 2,953 shares; 2025Q1: 2,951 shares; 2025Q2: 3,057 shares; 2025Q3: 3,114 shares; 2025Q4: 3,272 shares; 2026Q1: 3,286 shares; 2026Q2: 3,272 shares; 2026Q3: 3,224 shares 3,224 $630K 0.07% -48 Timeline KSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,798 shares; 2025Q4: 15,798 shares; 2026Q1: 15,798 shares; 2026Q2: 15,798 shares; 2026Q3: 20,598 shares 20,598 $630K 0.07% +4,800 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,979 shares; 2025Q1: 3,595 shares; 2025Q2: 3,642 shares; 2025Q3: 3,849 shares; 2025Q4: 3,677 shares; 2026Q1: 3,892 shares; 2026Q2: 3,929 shares; 2026Q3: 4,367 shares 4,367 $623K 0.07% +438 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 639 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 828 shares; 2026Q1: 787 shares; 2026Q2: 719 shares; 2026Q3: 819 shares 819 $618K 0.07% +100 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,336 shares 5,336 $615K 0.07% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,501 shares; 2025Q1: 12,678 shares; 2025Q2: 10,212 shares; 2025Q3: 10,174 shares; 2025Q4: 10,123 shares; 2026Q1: 9,421 shares; 2026Q2: 9,421 shares; 2026Q3: 9,421 shares 9,421 $609K 0.07% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,739 shares; 2026Q3: 27,542 shares 27,542 $602K 0.07% +14,803 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 6,700 shares; 2026Q3: 14,945 shares 14,945 $596K 0.07% +8,245 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,478 shares; 2025Q1: 9,478 shares; 2025Q2: 9,478 shares; 2025Q3: 9,478 shares; 2025Q4: 9,478 shares; 2026Q1: 9,478 shares; 2026Q2: 15,022 shares; 2026Q3: 15,022 shares 15,022 $588K 0.07% 0 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; 2024Q4: 6,726 shares; 2025Q1: 5,672 shares; 2025Q2: 5,867 shares; 2025Q3: 6,048 shares; 2025Q4: 5,972 shares; 2026Q1: 5,963 shares; 2026Q2: 6,614 shares; 2026Q3: 6,748 shares 6,748 $581K 0.07% +134 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,683 shares; 2025Q1: 1,790 shares; 2025Q2: 1,855 shares; 2025Q3: 1,844 shares; 2025Q4: 1,897 shares; 2026Q1: 2,019 shares; 2026Q2: 2,174 shares; 2026Q3: 2,028 shares 2,028 $577K 0.07% -146 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,337 shares; 2025Q1: 9,278 shares; 2025Q2: 9,759 shares; 2025Q3: 9,838 shares; 2025Q4: 9,591 shares; 2026Q1: 9,125 shares; 2026Q2: 9,704 shares; 2026Q3: 9,654 shares 9,654 $558K 0.07% -50 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,360 shares; 2025Q1: 5,361 shares; 2025Q2: 5,361 shares; 2025Q3: 5,361 shares; 2025Q4: 5,860 shares; 2026Q1: 5,860 shares; 2026Q2: 5,860 shares; 2026Q3: 5,860 shares 5,860 $557K 0.06% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,852 shares; 2025Q1: 2,957 shares; 2025Q2: 1,642 shares; 2025Q3: 1,628 shares; 2025Q4: 1,653 shares; 2026Q1: 1,694 shares; 2026Q2: 4,201 shares; 2026Q3: 4,300 shares 4,300 $545K 0.06% +99 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; 2024Q4: 24,049 shares; 2025Q1: 22,785 shares; 2025Q2: 22,976 shares; 2025Q3: 27,499 shares; 2025Q4: 28,106 shares; 2026Q1: 27,700 shares; 2026Q2: 27,194 shares; 2026Q3: 27,490 shares 27,490 $543K 0.06% +296 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,504 shares; 2025Q2: 3,516 shares; 2025Q3: 3,969 shares; 2025Q4: 3,517 shares; 2026Q1: 3,524 shares; 2026Q2: 3,964 shares; 2026Q3: 3,969 shares 3,969 $538K 0.06% +5 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,402 shares; 2025Q1: 15,966 shares; 2025Q2: 15,988 shares; 2025Q3: 18,366 shares; 2025Q4: 18,465 shares; 2026Q1: 18,465 shares; 2026Q2: 19,588 shares; 2026Q3: 19,580 shares 19,580 $538K 0.06% -8 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,704 shares; 2026Q2: 24,201 shares; 2026Q3: 25,469 shares 25,469 $532K 0.06% +1,268 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,699 shares; 2026Q1: 13,699 shares; 2026Q2: 13,699 shares; 2026Q3: 13,699 shares 13,699 $517K 0.06% 0 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; 2024Q4: 1,380 shares; 2025Q1: 1,246 shares; 2025Q2: 1,284 shares; 2025Q3: 1,276 shares; 2025Q4: 1,394 shares; 2026Q1: 1,377 shares; 2026Q2: 1,475 shares; 2026Q3: 1,443 shares 1,443 $514K 0.06% -32 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,563 shares; 2025Q1: not reported; 2025Q2: 8,713 shares; 2025Q3: 9,235 shares; 2025Q4: 9,688 shares; 2026Q1: 9,688 shares; 2026Q2: 9,688 shares; 2026Q3: 9,688 shares 9,688 $511K 0.06% 0 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,919 shares; 2025Q1: 12,639 shares; 2025Q2: 12,639 shares; 2025Q3: 12,670 shares; 2025Q4: 12,670 shares; 2026Q1: 10,400 shares; 2026Q2: 11,124 shares; 2026Q3: 11,124 shares 11,124 $501K 0.06% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,553 shares; 2026Q3: 2,553 shares 2,553 $500K 0.06% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,067 shares; 2026Q3: 3,705 shares 3,705 $497K 0.06% -362 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,205 shares; 2025Q1: 14,384 shares; 2025Q2: 14,384 shares; 2025Q3: 10,397 shares; 2025Q4: 10,397 shares; 2026Q1: 10,397 shares; 2026Q2: 10,397 shares; 2026Q3: 10,397 shares 10,397 $496K 0.06% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,495 shares; 2025Q4: 10,741 shares; 2026Q1: 10,681 shares; 2026Q2: 11,042 shares; 2026Q3: 11,148 shares 11,148 $495K 0.06% +106 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,799 shares; 2025Q1: 10,799 shares; 2025Q2: 10,799 shares; 2025Q3: 10,799 shares; 2025Q4: 10,799 shares; 2026Q1: 10,799 shares; 2026Q2: 10,799 shares; 2026Q3: 10,799 shares 10,799 $493K 0.06% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,450 shares; 2026Q1: 2,865 shares; 2026Q2: 2,536 shares; 2026Q3: 2,536 shares 2,536 $491K 0.06% 0 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; 2024Q4: 2,777 shares; 2025Q1: 4,032 shares; 2025Q2: 4,082 shares; 2025Q3: 4,142 shares; 2025Q4: 4,257 shares; 2026Q1: 4,537 shares; 2026Q2: 4,755 shares; 2026Q3: 4,679 shares 4,679 $491K 0.06% -76 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; 2024Q4: 4,772 shares; 2025Q1: 4,503 shares; 2025Q2: 7,191 shares; 2025Q3: 8,262 shares; 2025Q4: 8,024 shares; 2026Q1: 7,631 shares; 2026Q2: 7,846 shares; 2026Q3: 7,848 shares 7,848 $490K 0.06% +2 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,075 shares; 2025Q1: 5,264 shares; 2025Q2: 5,277 shares; 2025Q3: 8,164 shares; 2025Q4: 8,543 shares; 2026Q1: 9,111 shares; 2026Q2: 9,201 shares; 2026Q3: 9,881 shares 9,881 $490K 0.06% +680 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,386 shares; 2025Q3: 3,422 shares; 2025Q4: 3,651 shares; 2026Q1: 3,354 shares; 2026Q2: 3,464 shares; 2026Q3: 3,551 shares 3,551 $489K 0.06% +87 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,155 shares; 2025Q1: 4,155 shares; 2025Q2: 4,155 shares; 2025Q3: 5,655 shares; 2025Q4: 4,445 shares; 2026Q1: 4,445 shares; 2026Q2: 4,445 shares; 2026Q3: 4,445 shares 4,445 $487K 0.06% 0 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; 2024Q4: not reported; 2025Q1: 1,884 shares; 2025Q2: 2,150 shares; 2025Q3: 2,153 shares; 2025Q4: 2,199 shares; 2026Q1: 2,101 shares; 2026Q2: 2,205 shares; 2026Q3: 2,188 shares 2,188 $486K 0.06% -17 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,707 shares; 2025Q4: 7,968 shares; 2026Q1: 6,615 shares; 2026Q2: 6,788 shares; 2026Q3: 6,923 shares 6,923 $485K 0.06% +135 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,430 shares; 2025Q1: 3,430 shares; 2025Q2: 3,430 shares; 2025Q3: 3,429 shares; 2025Q4: 3,429 shares; 2026Q1: 3,515 shares; 2026Q2: 3,515 shares; 2026Q3: 3,515 shares 3,515 $484K 0.06% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,088 shares; 2025Q1: 14,973 shares; 2025Q2: 15,047 shares; 2025Q3: 15,439 shares; 2025Q4: 16,346 shares; 2026Q1: 15,538 shares; 2026Q2: 15,699 shares; 2026Q3: 16,051 shares 16,051 $484K 0.06% +352 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,477 shares; 2025Q1: 1,804 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,581 shares; 2026Q1: 1,580 shares; 2026Q2: 1,580 shares; 2026Q3: 1,580 shares 1,580 $481K 0.06% 0 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,660 shares 9,660 $481K 0.06% new Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,032 shares; 2025Q1: 27,820 shares; 2025Q2: 27,107 shares; 2025Q3: 25,698 shares; 2025Q4: 25,090 shares; 2026Q1: 27,958 shares; 2026Q2: 27,793 shares; 2026Q3: 28,383 shares 28,383 $481K 0.06% +590 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,825 shares; 2026Q1: not reported; 2026Q2: 7,151 shares; 2026Q3: 16,412 shares 16,412 $481K 0.06% +9,261 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,004 shares; 2026Q2: 4,280 shares; 2026Q3: 7,820 shares 7,820 $481K 0.06% +3,540 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,591 shares; 2025Q1: not reported; 2025Q2: 3,580 shares; 2025Q3: 3,418 shares; 2025Q4: 6,928 shares; 2026Q1: 7,553 shares; 2026Q2: 6,920 shares; 2026Q3: 6,656 shares 6,656 $479K 0.06% -264 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 247 shares; 2025Q1: 361 shares; 2025Q2: 356 shares; 2025Q3: 363 shares; 2025Q4: 383 shares; 2026Q1: 251 shares; 2026Q2: 277 shares; 2026Q3: 276 shares 276 $477K 0.06% -1 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,108 shares; 2025Q2: 3,108 shares; 2025Q3: 3,994 shares; 2025Q4: 4,668 shares; 2026Q1: 4,687 shares; 2026Q2: 4,699 shares; 2026Q3: 5,052 shares 5,052 $476K 0.06% +353 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,085 shares; 2025Q1: 2,864 shares; 2025Q2: 3,168 shares; 2025Q3: 2,878 shares; 2025Q4: 3,103 shares; 2026Q1: 3,178 shares; 2026Q2: 3,476 shares; 2026Q3: 4,658 shares 4,658 $476K 0.06% +1,182 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,802 shares; 2025Q1: not reported; 2025Q2: 4,156 shares; 2025Q3: 4,917 shares; 2025Q4: 4,999 shares; 2026Q1: 4,807 shares; 2026Q2: 4,863 shares; 2026Q3: 5,212 shares 5,212 $473K 0.06% +349 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,766 shares; 2025Q1: 2,834 shares; 2025Q2: 2,891 shares; 2025Q3: 3,287 shares; 2025Q4: 3,610 shares; 2026Q1: 3,696 shares; 2026Q2: 4,241 shares; 2026Q3: 4,538 shares 4,538 $472K 0.06% +297 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,222 shares; 2026Q3: 7,222 shares 7,222 $471K 0.06% 0 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,431 shares; 2025Q4: 17,401 shares; 2026Q1: 17,366 shares; 2026Q2: 17,358 shares; 2026Q3: 17,361 shares 17,361 $471K 0.05% +3 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,556 shares; 2026Q2: 3,841 shares; 2026Q3: 3,684 shares 3,684 $470K 0.05% -157 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,903 shares; 2025Q1: 1,862 shares; 2025Q2: 2,033 shares; 2025Q3: 2,067 shares; 2025Q4: 2,102 shares; 2026Q1: 2,034 shares; 2026Q2: 2,030 shares; 2026Q3: 2,046 shares 2,046 $469K 0.05% +16 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,015 shares; 2025Q1: not reported; 2025Q2: 1,836 shares; 2025Q3: 1,818 shares; 2025Q4: 1,879 shares; 2026Q1: 1,958 shares; 2026Q2: 2,026 shares; 2026Q3: 2,374 shares 2,374 $467K 0.05% +348 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,059 shares; 2025Q2: 2,080 shares; 2025Q3: 2,127 shares; 2025Q4: 2,215 shares; 2026Q1: 2,296 shares; 2026Q2: 2,429 shares; 2026Q3: 2,513 shares 2,513 $467K 0.05% +84 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,722 shares; 2025Q4: 3,373 shares; 2026Q1: 2,818 shares; 2026Q2: 1,875 shares; 2026Q3: 1,926 shares 1,926 $465K 0.05% +51 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,341 shares; 2026Q2: 1,300 shares; 2026Q3: 1,300 shares 1,300 $464K 0.05% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,582 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,999 shares; 2025Q4: 1,999 shares; 2026Q1: 1,999 shares; 2026Q2: 1,999 shares; 2026Q3: 1,999 shares 1,999 $463K 0.05% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,690 shares; 2025Q4: 5,791 shares; 2026Q1: 5,608 shares; 2026Q2: 5,553 shares; 2026Q3: 5,234 shares 5,234 $449K 0.05% -319 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,478 shares; 2025Q1: 4,460 shares; 2025Q2: 4,395 shares; 2025Q3: 4,387 shares; 2025Q4: 4,442 shares; 2026Q1: 5,175 shares; 2026Q2: 5,470 shares; 2026Q3: 5,496 shares 5,496 $446K 0.05% +26 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,618 shares; 2025Q4: 8,085 shares; 2026Q1: 7,785 shares; 2026Q2: 7,745 shares; 2026Q3: 7,828 shares 7,828 $441K 0.05% +83 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; 2024Q4: 3,482 shares; 2025Q1: 3,505 shares; 2025Q2: 3,599 shares; 2025Q3: 3,555 shares; 2025Q4: 3,613 shares; 2026Q1: 3,446 shares; 2026Q2: 3,428 shares; 2026Q3: 3,709 shares 3,709 $440K 0.05% +281 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; 2024Q4: 6,594 shares; 2025Q1: 6,173 shares; 2025Q2: 6,388 shares; 2025Q3: 6,365 shares; 2025Q4: 6,626 shares; 2026Q1: 6,391 shares; 2026Q2: 6,510 shares; 2026Q3: 6,519 shares 6,519 $439K 0.05% +9 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,168 shares; 2025Q1: 4,652 shares; 2025Q2: 4,875 shares; 2025Q3: 5,207 shares; 2025Q4: 5,327 shares; 2026Q1: 5,281 shares; 2026Q2: 5,566 shares; 2026Q3: 5,722 shares 5,722 $437K 0.05% +156 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,808 shares; 2025Q2: 1,949 shares; 2025Q3: 2,101 shares; 2025Q4: 2,076 shares; 2026Q1: 1,683 shares; 2026Q2: 1,785 shares; 2026Q3: 1,847 shares 1,847 $436K 0.05% +62 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 226 shares; 2025Q1: not reported; 2025Q2: 212 shares; 2025Q3: 213 shares; 2025Q4: 207 shares; 2026Q1: 348 shares; 2026Q2: 405 shares; 2026Q3: 411 shares 411 $435K 0.05% +6 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,715 shares; 2025Q1: 33,511 shares; 2025Q2: 33,934 shares; 2025Q3: 33,792 shares; 2025Q4: 33,721 shares; 2026Q1: 35,538 shares; 2026Q2: 36,687 shares; 2026Q3: 36,535 shares 36,535 $434K 0.05% -152 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,048 shares; 2026Q3: 4,048 shares 4,048 $432K 0.05% 0 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,776 shares; 2025Q2: 12,776 shares; 2025Q3: 12,776 shares; 2025Q4: 12,776 shares; 2026Q1: 13,757 shares; 2026Q2: 13,757 shares; 2026Q3: 13,757 shares 13,757 $432K 0.05% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,009 shares; 2025Q1: 1,210 shares; 2025Q2: 1,237 shares; 2025Q3: 1,262 shares; 2025Q4: 1,372 shares; 2026Q1: 1,536 shares; 2026Q2: 1,664 shares; 2026Q3: 1,667 shares 1,667 $430K 0.05% +3 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,432 shares; 2025Q1: 8,432 shares; 2025Q2: 8,432 shares; 2025Q3: 8,432 shares; 2025Q4: 8,432 shares; 2026Q1: 8,432 shares; 2026Q2: 8,432 shares; 2026Q3: 8,432 shares 8,432 $428K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,034 shares; 2026Q3: 1,070 shares 1,070 $425K 0.05% +36 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,103 shares; 2025Q1: 7,503 shares; 2025Q2: 7,403 shares; 2025Q3: 7,403 shares; 2025Q4: 7,403 shares; 2026Q1: 7,226 shares; 2026Q2: 7,929 shares; 2026Q3: 7,929 shares 7,929 $423K 0.05% 0 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,078 shares; 2025Q1: 13,047 shares; 2025Q2: 13,054 shares; 2025Q3: 13,054 shares; 2025Q4: 13,535 shares; 2026Q1: 13,255 shares; 2026Q2: 13,134 shares; 2026Q3: 12,724 shares 12,724 $423K 0.05% -410 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,726 shares; 2025Q4: 11,721 shares; 2026Q1: 11,771 shares; 2026Q2: 11,690 shares; 2026Q3: 11,865 shares 11,865 $423K 0.05% +175 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 688 shares; 2026Q2: 799 shares; 2026Q3: 809 shares 809 $414K 0.05% +10 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,858 shares; 2025Q1: 3,289 shares; 2025Q2: 3,361 shares; 2025Q3: 3,297 shares; 2025Q4: 3,495 shares; 2026Q1: 3,625 shares; 2026Q2: 3,924 shares; 2026Q3: 4,174 shares 4,174 $413K 0.05% +250 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,164 shares; 2025Q1: 1,228 shares; 2025Q2: 1,312 shares; 2025Q3: 1,390 shares; 2025Q4: 1,469 shares; 2026Q1: 1,441 shares; 2026Q2: 1,416 shares; 2026Q3: 1,454 shares 1,454 $411K 0.05% +38 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,525 shares; 2025Q2: 5,130 shares; 2025Q3: 5,785 shares; 2025Q4: 5,904 shares; 2026Q1: 5,865 shares; 2026Q2: 6,068 shares; 2026Q3: 6,402 shares 6,402 $411K 0.05% +334 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; 2024Q4: 6,388 shares; 2025Q1: 3,124 shares; 2025Q2: 2,712 shares; 2025Q3: 2,703 shares; 2025Q4: 2,642 shares; 2026Q1: 2,605 shares; 2026Q2: 2,751 shares; 2026Q3: 2,819 shares 2,819 $408K 0.05% +68 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,664 shares; 2025Q4: 2,664 shares; 2026Q1: 2,566 shares; 2026Q2: 2,585 shares; 2026Q3: 2,649 shares 2,649 $407K 0.05% +64 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,003 shares; 2025Q1: 1,169 shares; 2025Q2: 1,244 shares; 2025Q3: 1,253 shares; 2025Q4: 1,313 shares; 2026Q1: 1,334 shares; 2026Q2: 1,451 shares; 2026Q3: 1,494 shares 1,494 $407K 0.05% +43 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,916 shares; 2025Q3: 2,859 shares; 2025Q4: 3,000 shares; 2026Q1: 3,093 shares; 2026Q2: 2,944 shares; 2026Q3: 3,451 shares 3,451 $406K 0.05% +507 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; 2024Q4: 2,748 shares; 2025Q1: 2,850 shares; 2025Q2: 3,070 shares; 2025Q3: 3,309 shares; 2025Q4: 3,260 shares; 2026Q1: 3,171 shares; 2026Q2: 3,427 shares; 2026Q3: 3,547 shares 3,547 $404K 0.05% +120 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,212 shares; 2026Q1: 14,204 shares; 2026Q2: 14,208 shares; 2026Q3: 11,546 shares 11,546 $404K 0.05% -2,662 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,031 shares; 2025Q2: 9,106 shares; 2025Q3: 9,106 shares; 2025Q4: 9,106 shares; 2026Q1: 9,206 shares; 2026Q2: 9,206 shares; 2026Q3: 9,106 shares 9,106 $401K 0.05% -100 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; 2024Q4: 902 shares; 2025Q1: 909 shares; 2025Q2: 899 shares; 2025Q3: 901 shares; 2025Q4: 920 shares; 2026Q1: 916 shares; 2026Q2: 972 shares; 2026Q3: 984 shares 984 $400K 0.05% +12 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,368 shares; 2026Q2: 4,928 shares; 2026Q3: 4,928 shares 4,928 $400K 0.05% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,588 shares; 2025Q1: 3,441 shares; 2025Q2: 6,972 shares; 2025Q3: 7,179 shares; 2025Q4: 7,445 shares; 2026Q1: 7,470 shares; 2026Q2: 8,038 shares; 2026Q3: 8,055 shares 8,055 $399K 0.05% +17 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 395 shares; 2026Q3: 652 shares 652 $397K 0.05% +257 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,538 shares; 2026Q3: 4,887 shares 4,887 $397K 0.05% +1,349 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,990 shares; 2025Q1: 11,990 shares; 2025Q2: 11,990 shares; 2025Q3: 13,838 shares; 2025Q4: 13,838 shares; 2026Q1: 13,006 shares; 2026Q2: 13,006 shares; 2026Q3: 13,006 shares 13,006 $393K 0.05% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,784 shares; 2025Q2: 2,414 shares; 2025Q3: 2,262 shares; 2025Q4: 2,023 shares; 2026Q1: 1,981 shares; 2026Q2: 2,026 shares; 2026Q3: 2,201 shares 2,201 $386K 0.05% +175 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,672 shares; 2025Q1: 6,672 shares; 2025Q2: 6,672 shares; 2025Q3: 6,672 shares; 2025Q4: 8,247 shares; 2026Q1: 8,247 shares; 2026Q2: 8,247 shares; 2026Q3: 8,247 shares 8,247 $384K 0.04% 0 Timeline FLKR 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; 2024Q4: 79,351 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,353 shares; 2026Q1: 6,353 shares; 2026Q2: 6,353 shares; 2026Q3: 6,353 shares 6,353 $382K 0.04% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,109 shares; 2025Q2: 4,390 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,729 shares; 2026Q2: 2,142 shares; 2026Q3: 2,116 shares 2,116 $378K 0.04% -26 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,632 shares; 2026Q3: 3,782 shares 3,782 $376K 0.04% +1,150 Timeline DXIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,709 shares; 2026Q2: 4,616 shares; 2026Q3: 5,138 shares 5,138 $370K 0.04% +522 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,314 shares; 2026Q3: 1,368 shares 1,368 $368K 0.04% +54 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,262 shares; 2025Q1: 10,262 shares; 2025Q2: 8,976 shares; 2025Q3: 8,976 shares; 2025Q4: 8,976 shares; 2026Q1: 8,976 shares; 2026Q2: 8,976 shares; 2026Q3: 8,657 shares 8,657 $366K 0.04% -319 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,737 shares; 2025Q1: 1,611 shares; 2025Q2: 1,663 shares; 2025Q3: 1,764 shares; 2025Q4: 1,914 shares; 2026Q1: 1,835 shares; 2026Q2: 1,868 shares; 2026Q3: 1,887 shares 1,887 $365K 0.04% +19 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,106 shares; 2026Q3: 8,165 shares 8,165 $359K 0.04% +1,059 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 735 shares; 2025Q4: 803 shares; 2026Q1: 700 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $356K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,560 shares; 2025Q4: 1,592 shares; 2026Q1: 1,607 shares; 2026Q2: 1,749 shares; 2026Q3: 1,853 shares 1,853 $354K 0.04% +104 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,742 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,546 shares 15,546 $353K 0.04% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,226 shares; 2025Q1: 1,146 shares; 2025Q2: 1,171 shares; 2025Q3: 1,200 shares; 2025Q4: 1,194 shares; 2026Q1: 968 shares; 2026Q2: 1,049 shares; 2026Q3: 1,055 shares 1,055 $350K 0.04% +6 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,882 shares; 2025Q1: 16,458 shares; 2025Q2: 15,516 shares; 2025Q3: 16,554 shares; 2025Q4: 18,235 shares; 2026Q1: 19,870 shares; 2026Q2: 20,658 shares; 2026Q3: 25,164 shares 25,164 $348K 0.04% +4,506 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,756 shares; 2026Q3: 2,343 shares 2,343 $347K 0.04% +587 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,534 shares; 2026Q3: 3,843 shares 3,843 $344K 0.04% +309 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,828 shares; 2025Q3: 3,827 shares; 2025Q4: 3,827 shares; 2026Q1: 3,850 shares; 2026Q2: 3,968 shares; 2026Q3: 3,977 shares 3,977 $340K 0.04% +9 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,115 shares 1,115 $339K 0.04% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 743 shares; 2025Q2: 736 shares; 2025Q3: 738 shares; 2025Q4: 808 shares; 2026Q1: 820 shares; 2026Q2: 968 shares; 2026Q3: 1,039 shares 1,039 $338K 0.04% +71 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,522 shares 3,522 $335K 0.04% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,161 shares; 2025Q1: 1,976 shares; 2025Q2: 2,093 shares; 2025Q3: 2,116 shares; 2025Q4: 2,172 shares; 2026Q1: 2,136 shares; 2026Q2: 1,525 shares; 2026Q3: 1,521 shares 1,521 $335K 0.04% -4 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,549 shares; 2025Q4: 14,014 shares; 2026Q1: 13,300 shares; 2026Q2: 12,866 shares; 2026Q3: 13,056 shares 13,056 $333K 0.04% +190 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,174 shares; 2025Q1: 6,408 shares; 2025Q2: 6,345 shares; 2025Q3: 6,282 shares; 2025Q4: 6,293 shares; 2026Q1: 6,279 shares; 2026Q2: 8,403 shares; 2026Q3: 8,086 shares 8,086 $333K 0.04% -317 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,673 shares; 2026Q3: 9,079 shares 9,079 $329K 0.04% -594 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; 2024Q4: 8,621 shares; 2025Q1: 8,306 shares; 2025Q2: 8,447 shares; 2025Q3: 8,507 shares; 2025Q4: 8,694 shares; 2026Q1: 8,257 shares; 2026Q2: 8,303 shares; 2026Q3: 8,203 shares 8,203 $329K 0.04% -100 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,952 shares; 2025Q1: 9,980 shares; 2025Q2: 10,006 shares; 2025Q3: 10,032 shares; 2025Q4: 10,059 shares; 2026Q1: 10,998 shares; 2026Q2: 10,833 shares; 2026Q3: 10,850 shares 10,850 $326K 0.04% +17 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,013 shares; 2025Q1: 2,009 shares; 2025Q2: 2,026 shares; 2025Q3: 2,029 shares; 2025Q4: 1,816 shares; 2026Q1: 1,809 shares; 2026Q2: 1,813 shares; 2026Q3: 1,813 shares 1,813 $325K 0.04% 0 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,709 shares; 2025Q1: 16,969 shares; 2025Q2: 15,069 shares; 2025Q3: 14,069 shares; 2025Q4: 14,069 shares; 2026Q1: 14,069 shares; 2026Q2: 14,069 shares; 2026Q3: 12,000 shares 12,000 $325K 0.04% -2,069 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,863 shares 1,863 $325K 0.04% new Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,251 shares; 2026Q2: 7,863 shares; 2026Q3: 7,741 shares 7,741 $324K 0.04% -122 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,062 shares; 2025Q4: 14,018 shares; 2026Q1: 12,282 shares; 2026Q2: 12,282 shares; 2026Q3: 12,057 shares 12,057 $323K 0.04% -225 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,623 shares; 2026Q1: 1,823 shares; 2026Q2: 1,767 shares; 2026Q3: 1,931 shares 1,931 $323K 0.04% +164 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,619 shares; 2025Q1: 1,620 shares; 2025Q2: 1,647 shares; 2025Q3: 1,666 shares; 2025Q4: 1,720 shares; 2026Q1: 1,756 shares; 2026Q2: 1,574 shares; 2026Q3: 1,914 shares 1,914 $322K 0.04% +340 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,197 shares; 2026Q3: 1,205 shares 1,205 $322K 0.04% +8 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,107 shares; 2025Q4: 8,121 shares; 2026Q1: 7,804 shares; 2026Q2: 8,355 shares; 2026Q3: 8,550 shares 8,550 $319K 0.04% +195 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,613 shares; 2026Q2: 2,767 shares; 2026Q3: 3,711 shares 3,711 $317K 0.04% +944 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,254 shares; 2025Q4: 5,254 shares; 2026Q1: 4,656 shares; 2026Q2: 4,499 shares; 2026Q3: 4,534 shares 4,534 $316K 0.04% +35 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,021 shares; 2026Q1: 4,302 shares; 2026Q2: 4,401 shares; 2026Q3: 5,198 shares 5,198 $316K 0.04% +797 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,362 shares; 2025Q1: not reported; 2025Q2: 1,426 shares; 2025Q3: 1,429 shares; 2025Q4: 1,569 shares; 2026Q1: not reported; 2026Q2: 1,596 shares; 2026Q3: 1,712 shares 1,712 $315K 0.04% +116 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 604 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251 shares; 2026Q1: 247 shares; 2026Q2: not reported; 2026Q3: 369 shares 369 $315K 0.04% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,651 shares; 2025Q1: 2,690 shares; 2025Q2: 2,414 shares; 2025Q3: 2,415 shares; 2025Q4: 2,310 shares; 2026Q1: 2,279 shares; 2026Q2: 3,951 shares; 2026Q3: 2,270 shares 2,270 $314K 0.04% -1,681 Timeline KMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,400 shares; 2026Q2: 9,948 shares; 2026Q3: 9,948 shares 9,948 $314K 0.04% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,763 shares 5,763 $313K 0.04% new Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,520 shares; 2025Q4: 8,520 shares; 2026Q1: 8,520 shares; 2026Q2: 8,520 shares; 2026Q3: 8,520 shares 8,520 $308K 0.04% 0 Timeline KMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,206 shares; 2025Q4: 9,206 shares; 2026Q1: 9,206 shares; 2026Q2: 10,351 shares; 2026Q3: 10,351 shares 10,351 $307K 0.04% 0 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,533 shares; 2025Q3: 9,533 shares; 2025Q4: 9,533 shares; 2026Q1: 9,533 shares; 2026Q2: 9,533 shares; 2026Q3: 9,533 shares 9,533 $304K 0.04% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,230 shares; 2026Q1: 2,571 shares; 2026Q2: 2,555 shares; 2026Q3: 2,734 shares 2,734 $301K 0.04% +179 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 971 shares; 2026Q3: 983 shares 983 $300K 0.04% +12 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,098 shares; 2026Q3: 3,099 shares 3,099 $300K 0.04% +1 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,449 shares; 2025Q1: 6,407 shares; 2025Q2: 6,395 shares; 2025Q3: 5,624 shares; 2025Q4: 5,471 shares; 2026Q1: 5,570 shares; 2026Q2: 5,608 shares; 2026Q3: 5,602 shares 5,602 $292K 0.03% -6 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,230 shares; 2025Q3: 1,413 shares; 2025Q4: 1,562 shares; 2026Q1: 1,851 shares; 2026Q2: 1,998 shares; 2026Q3: 2,105 shares 2,105 $289K 0.03% +107 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 365 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278 shares; 2025Q4: 281 shares; 2026Q1: 290 shares; 2026Q2: 2,288 shares; 2026Q3: 2,288 shares 2,288 $288K 0.03% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358 shares; 2026Q1: not reported; 2026Q2: 501 shares; 2026Q3: 520 shares 520 $287K 0.03% +19 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; 2024Q4: 8,349 shares; 2025Q1: 9,275 shares; 2025Q2: 8,319 shares; 2025Q3: 7,949 shares; 2025Q4: 7,618 shares; 2026Q1: 8,297 shares; 2026Q2: 8,733 shares; 2026Q3: 8,738 shares 8,738 $284K 0.03% +5 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,904 shares; 2025Q1: 2,957 shares; 2025Q2: 3,008 shares; 2025Q3: 3,113 shares; 2025Q4: 3,043 shares; 2026Q1: 3,027 shares; 2026Q2: 3,105 shares; 2026Q3: 2,921 shares 2,921 $284K 0.03% -184 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,785 shares; 2026Q3: 1,879 shares 1,879 $280K 0.03% +94 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,851 shares; 2025Q1: 10,060 shares; 2025Q2: 11,726 shares; 2025Q3: 12,117 shares; 2025Q4: 13,247 shares; 2026Q1: 11,636 shares; 2026Q2: 11,019 shares; 2026Q3: 10,747 shares 10,747 $278K 0.03% -272 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,646 shares; 2026Q3: 1,664 shares 1,664 $278K 0.03% +18 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,365 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,826 shares 4,826 $278K 0.03% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,589 shares; 2026Q3: 17,641 shares 17,641 $277K 0.03% +52 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 630 shares; 2026Q3: 694 shares 694 $275K 0.03% +64 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,640 shares; 2025Q4: 10,454 shares; 2026Q1: 8,002 shares; 2026Q2: 7,711 shares; 2026Q3: 4,044 shares 4,044 $275K 0.03% -3,667 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,668 shares; 2025Q1: 1,652 shares; 2025Q2: 1,512 shares; 2025Q3: 1,688 shares; 2025Q4: not reported; 2026Q1: 1,007 shares; 2026Q2: 995 shares; 2026Q3: 1,049 shares 1,049 $274K 0.03% +54 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,577 shares; 2026Q3: 10,496 shares 10,496 $272K 0.03% +1,919 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,053 shares; 2026Q1: 4,054 shares; 2026Q2: 4,054 shares; 2026Q3: 4,055 shares 4,055 $271K 0.03% +1 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,869 shares; 2025Q4: 4,869 shares; 2026Q1: 4,888 shares; 2026Q2: 4,903 shares; 2026Q3: 4,498 shares 4,498 $270K 0.03% -405 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,124 shares; 2026Q2: 2,103 shares; 2026Q3: 2,270 shares 2,270 $270K 0.03% +167 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,850 shares; 2026Q3: 1,886 shares 1,886 $268K 0.03% +36 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,530 shares; 2026Q1: 9,530 shares; 2026Q2: 9,530 shares; 2026Q3: 9,530 shares 9,530 $268K 0.03% 0 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,910 shares; 2025Q1: 2,425 shares; 2025Q2: 2,425 shares; 2025Q3: 2,435 shares; 2025Q4: 2,435 shares; 2026Q1: 2,435 shares; 2026Q2: 2,509 shares; 2026Q3: 2,509 shares 2,509 $267K 0.03% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,866 shares; 2025Q1: 4,888 shares; 2025Q2: 4,914 shares; 2025Q3: 5,023 shares; 2025Q4: 5,160 shares; 2026Q1: 5,156 shares; 2026Q2: 5,245 shares; 2026Q3: 5,468 shares 5,468 $267K 0.03% +223 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; 2024Q4: 3,759 shares; 2025Q1: 3,480 shares; 2025Q2: 3,408 shares; 2025Q3: 3,710 shares; 2025Q4: 3,812 shares; 2026Q1: 3,887 shares; 2026Q2: 3,716 shares; 2026Q3: 2,535 shares 2,535 $265K 0.03% -1,181 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,255 shares 1,255 $265K 0.03% new Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,151 shares 2,151 $264K 0.03% new Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,268 shares; 2026Q2: 1,268 shares; 2026Q3: 1,268 shares 1,268 $257K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 398 shares; 2026Q2: 388 shares; 2026Q3: 383 shares 383 $257K 0.03% -5 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,077 shares; 2025Q4: 9,077 shares; 2026Q1: 9,077 shares; 2026Q2: 9,077 shares; 2026Q3: 9,077 shares 9,077 $257K 0.03% 0 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,420 shares; 2025Q1: 9,781 shares; 2025Q2: 7,612 shares; 2025Q3: 7,612 shares; 2025Q4: 7,612 shares; 2026Q1: 7,612 shares; 2026Q2: 7,275 shares; 2026Q3: 7,275 shares 7,275 $255K 0.03% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,147 shares 3,147 $254K 0.03% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,523 shares; 2025Q3: 8,523 shares; 2025Q4: 6,317 shares; 2026Q1: 6,329 shares; 2026Q2: 6,329 shares; 2026Q3: 6,364 shares 6,364 $254K 0.03% +35 Timeline GMOV GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,999 shares 7,999 $252K 0.03% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,575 shares; 2025Q1: 3,575 shares; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares; 2026Q2: 3,575 shares; 2026Q3: 3,575 shares 3,575 $252K 0.03% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 444 shares; 2026Q1: not reported; 2026Q2: 506 shares; 2026Q3: 512 shares 512 $252K 0.03% +6 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; 2024Q4: not reported; 2025Q1: 18,665 shares; 2025Q2: 21,161 shares; 2025Q3: 22,973 shares; 2025Q4: 24,055 shares; 2026Q1: 24,388 shares; 2026Q2: 25,023 shares; 2026Q3: 10,329 shares 10,329 $252K 0.03% -14,694 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 485 shares 485 $251K 0.03% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 956 shares; 2025Q1: 791 shares; 2025Q2: 838 shares; 2025Q3: 853 shares; 2025Q4: 908 shares; 2026Q1: 908 shares; 2026Q2: not reported; 2026Q3: 955 shares 955 $250K 0.03% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,326 shares 2,326 $250K 0.03% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,291 shares; 2025Q2: 1,319 shares; 2025Q3: 1,306 shares; 2025Q4: 1,176 shares; 2026Q1: 1,254 shares; 2026Q2: 1,304 shares; 2026Q3: 1,220 shares 1,220 $249K 0.03% -84 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,955 shares 5,955 $247K 0.03% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,397 shares; 2025Q3: 4,428 shares; 2025Q4: 5,494 shares; 2026Q1: 4,806 shares; 2026Q2: 4,834 shares; 2026Q3: 4,861 shares 4,861 $246K 0.03% +27 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,624 shares 1,624 $245K 0.03% new Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,747 shares; 2025Q3: 25,258 shares; 2025Q4: 21,228 shares; 2026Q1: 27,638 shares; 2026Q2: 17,240 shares; 2026Q3: 11,542 shares 11,542 $244K 0.03% -5,698 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,964 shares; 2025Q4: 6,964 shares; 2026Q1: 6,964 shares; 2026Q2: 6,964 shares; 2026Q3: 6,964 shares 6,964 $243K 0.03% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,173 shares; 2026Q1: 4,303 shares; 2026Q2: 4,309 shares; 2026Q3: 5,044 shares 5,044 $243K 0.03% +735 Timeline FXC INVESCO CURRENCYSHARES CDN D More: the full row for INVESCO CURRENCYSHARES CDN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,373 shares; 2025Q1: 3,200 shares; 2025Q2: 3,208 shares; 2025Q3: 3,372 shares; 2025Q4: 3,499 shares; 2026Q1: 3,587 shares; 2026Q2: 3,495 shares; 2026Q3: 3,512 shares 3,512 $241K 0.03% +17 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,034 shares; 2026Q3: 2,432 shares 2,432 $241K 0.03% +398 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 839 shares 839 $241K 0.03% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,416 shares; 2026Q3: 1,404 shares 1,404 $238K 0.03% -12 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; 2024Q4: not reported; 2025Q1: 1,040 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 820 shares; 2026Q1: not reported; 2026Q2: 820 shares; 2026Q3: 820 shares 820 $237K 0.03% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,717 shares; 2025Q4: 5,471 shares; 2026Q1: 5,471 shares; 2026Q2: 5,368 shares; 2026Q3: 5,196 shares 5,196 $235K 0.03% -172 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,247 shares; 2026Q2: not reported; 2026Q3: 2,719 shares 2,719 $234K 0.03% new Timeline EQAL 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; 2024Q4: 4,188 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,902 shares; 2025Q4: 3,905 shares; 2026Q1: 3,984 shares; 2026Q2: 4,017 shares; 2026Q3: 4,081 shares 4,081 $234K 0.03% +64 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,008 shares; 2026Q2: 5,008 shares; 2026Q3: 5,008 shares 5,008 $232K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,235 shares; 2025Q4: 2,235 shares; 2026Q1: 2,235 shares; 2026Q2: 2,235 shares; 2026Q3: 2,235 shares 2,235 $232K 0.03% 0 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,815 shares; 2025Q4: 8,377 shares; 2026Q1: 8,377 shares; 2026Q2: 8,375 shares; 2026Q3: 8,376 shares 8,376 $232K 0.03% +1 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,719 shares; 2025Q1: 15,025 shares; 2025Q2: 14,261 shares; 2025Q3: 13,971 shares; 2025Q4: 13,971 shares; 2026Q1: 14,500 shares; 2026Q2: 15,735 shares; 2026Q3: 20,962 shares 20,962 $232K 0.03% +5,227 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,437 shares; 2025Q2: 7,437 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares; 2026Q1: 5,918 shares; 2026Q2: 5,918 shares; 2026Q3: 5,918 shares 5,918 $231K 0.03% 0 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; 2024Q4: 1,102 shares; 2025Q1: 866 shares; 2025Q2: 785 shares; 2025Q3: 636 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 735 shares; 2026Q3: 625 shares 625 $229K 0.03% -110 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,643 shares 6,643 $229K 0.03% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,768 shares 1,768 $226K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,252 shares; 2026Q3: 4,702 shares 4,702 $226K 0.03% +450 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,518 shares; 2026Q3: 7,518 shares 7,518 $225K 0.03% 0 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,769 shares; 2025Q1: 7,769 shares; 2025Q2: 7,769 shares; 2025Q3: 7,769 shares; 2025Q4: 8,428 shares; 2026Q1: 6,054 shares; 2026Q2: 6,054 shares; 2026Q3: 6,054 shares 6,054 $223K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,260 shares; 2026Q2: 9,495 shares; 2026Q3: 9,495 shares 9,495 $223K 0.03% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,953 shares; 2025Q2: 2,929 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,414 shares; 2026Q2: 8,588 shares; 2026Q3: 3,173 shares 3,173 $223K 0.03% -5,415 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 704 shares; 2026Q3: 712 shares 712 $222K 0.03% +8 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,347 shares 2,347 $221K 0.03% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,230 shares 1,230 $221K 0.03% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,795 shares; 2026Q1: 5,994 shares; 2026Q2: 6,082 shares; 2026Q3: 6,698 shares 6,698 $220K 0.03% +616 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,859 shares 1,859 $219K 0.03% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 902 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,122 shares 1,122 $219K 0.03% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $219K 0.03% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,634 shares; 2025Q3: 2,634 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares; 2026Q2: 1,993 shares; 2026Q3: 2,058 shares 2,058 $213K 0.02% +65 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; 2024Q4: 6,873 shares; 2025Q1: 6,431 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,616 shares 4,616 $212K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,619 shares 1,619 $210K 0.02% new Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,477 shares 1,477 $209K 0.02% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,018 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,658 shares 5,658 $209K 0.02% new Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29,501 shares 29,501 $206K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,123 shares 1,123 $206K 0.02% new Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,472 shares; 2026Q3: 8,472 shares 8,472 $205K 0.02% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 46,915 shares 46,915 $205K 0.02% new Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,489 shares 5,489 $204K 0.02% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,058 shares 7,058 $201K 0.02% new Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,800 shares; 2026Q3: 6,800 shares 6,800 $200K 0.02% 0 Timeline AEVA AEVA TECHNOLOGIES INC More: the full row for AEVA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,496 shares 12,496 $175K 0.02% new Timeline ASMH PRECIDIAN ETFS TR More: the full row for PRECIDIAN ETFS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,670 shares 10,670 $134K 0.02% new 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; 2024Q4: 12,797 shares; 2025Q1: 12,797 shares; 2025Q2: 12,730 shares; 2025Q3: 15,110 shares; 2025Q4: 15,110 shares; 2026Q1: 16,137 shares; 2026Q2: 18,028 shares; 2026Q3: 21,478 shares 21,478 $121K 0.01% +3,450 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,331 shares; 2026Q2: 11,331 shares; 2026Q3: 11,331 shares 11,331 $113K 0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,293 shares; 2025Q4: 10,293 shares; 2026Q1: 10,293 shares; 2026Q2: 10,293 shares; 2026Q3: 10,293 shares 10,293 $104K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,429 shares; 2026Q3: 11,354 shares 11,354 $102K 0.01% +925 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,494 shares; 2026Q2: 15,494 shares; 2026Q3: 15,494 shares 15,494 $83.7K 0.01% 0 Timeline