IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,631 shares; 2025Q1: 103,471 shares; 2025Q2: 92,630 shares; 2025Q3: 92,398 shares; 2025Q4: 90,319 shares; 2026Q1: 90,017 shares; 2026Q2: 89,186 shares; 2026Q3: 88,349 shares 88,349 $23.4M 9.84% -837 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: 68,497 shares; 2025Q1: 68,829 shares; 2025Q2: 72,865 shares; 2025Q3: 74,523 shares; 2025Q4: 73,549 shares; 2026Q1: 73,432 shares; 2026Q2: 72,538 shares; 2026Q3: 72,411 shares 72,411 $7.94M 3.34% -127 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: 96,176 shares; 2025Q1: 88,782 shares; 2025Q2: 82,802 shares; 2025Q3: 81,606 shares; 2025Q4: 79,329 shares; 2026Q1: 76,640 shares; 2026Q2: 74,689 shares; 2026Q3: 71,838 shares 71,838 $7.46M 3.14% -2,851 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: 23,725 shares; 2025Q1: 23,982 shares; 2025Q2: 21,579 shares; 2025Q3: 21,933 shares; 2025Q4: 20,681 shares; 2026Q1: 21,724 shares; 2026Q2: 21,803 shares; 2026Q3: 21,775 shares 21,775 $7.25M 3.05% -28 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 127,235 shares; 2025Q1: 68,352 shares; 2025Q2: 47,248 shares; 2025Q3: 43,674 shares; 2025Q4: 45,702 shares; 2026Q1: 108,551 shares; 2026Q2: 106,011 shares; 2026Q3: 139,734 shares 139,734 $7.04M 2.96% +33,723 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: 47,222 shares; 2025Q1: 47,385 shares; 2025Q2: 50,205 shares; 2025Q3: 51,282 shares; 2025Q4: 50,993 shares; 2026Q1: 50,443 shares; 2026Q2: 50,093 shares; 2026Q3: 50,014 shares 50,014 $6.89M 2.89% -79 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,870 shares; 2025Q1: 63,715 shares; 2025Q2: 56,145 shares; 2025Q3: 55,996 shares; 2025Q4: 54,423 shares; 2026Q1: 54,329 shares; 2026Q2: 54,297 shares; 2026Q3: 54,091 shares 54,091 $6.8M 2.86% -206 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,932 shares; 2025Q1: 108,804 shares; 2025Q2: 96,775 shares; 2025Q3: 96,390 shares; 2025Q4: 93,617 shares; 2026Q1: 92,880 shares; 2026Q2: 92,717 shares; 2026Q3: 92,342 shares 92,342 $6.61M 2.78% -375 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: 14,555 shares; 2025Q1: 12,146 shares; 2025Q2: 13,143 shares; 2025Q3: 14,248 shares; 2025Q4: 14,746 shares; 2026Q1: 16,593 shares; 2026Q2: 16,270 shares; 2026Q3: 17,324 shares 17,324 $6.48M 2.72% +1,054 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,788 shares; 2025Q1: 20,618 shares; 2025Q2: 19,595 shares; 2025Q3: 20,872 shares; 2025Q4: 19,836 shares; 2026Q1: 23,146 shares; 2026Q2: 25,763 shares; 2026Q3: 25,077 shares 25,077 $5.57M 2.34% -686 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,574 shares; 2025Q1: 32,721 shares; 2025Q2: 32,867 shares; 2025Q3: 33,150 shares; 2025Q4: 33,185 shares; 2026Q1: 32,988 shares; 2026Q2: 32,931 shares; 2026Q3: 32,763 shares 32,763 $5.25M 2.21% -168 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: 10,406 shares; 2025Q1: 10,758 shares; 2025Q2: 11,048 shares; 2025Q3: 11,204 shares; 2025Q4: 11,186 shares; 2026Q1: 10,006 shares; 2026Q2: 9,750 shares; 2026Q3: 10,498 shares 10,498 $5.23M 2.2% +748 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,702 shares; 2025Q1: 39,567 shares; 2025Q2: 40,219 shares; 2025Q3: 40,592 shares; 2025Q4: 40,472 shares; 2026Q1: 40,403 shares; 2026Q2: 39,900 shares; 2026Q3: 39,701 shares 39,701 $5.09M 2.14% -199 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,284 shares; 2025Q1: 38,815 shares; 2025Q2: 33,769 shares; 2025Q3: 33,514 shares; 2025Q4: 33,103 shares; 2026Q1: 32,790 shares; 2026Q2: 32,355 shares; 2026Q3: 32,069 shares 32,069 $4.92M 2.07% -286 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,821 shares; 2025Q1: 59,663 shares; 2025Q2: 51,740 shares; 2025Q3: 50,883 shares; 2025Q4: 49,931 shares; 2026Q1: 49,747 shares; 2026Q2: 49,200 shares; 2026Q3: 48,842 shares 48,842 $4.63M 1.95% -358 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: 2,155 shares; 2025Q1: 3,586 shares; 2025Q2: 9,481 shares; 2025Q3: 10,510 shares; 2025Q4: 22,343 shares; 2026Q1: 23,533 shares; 2026Q2: 21,422 shares; 2026Q3: 22,287 shares 22,287 $4.36M 1.83% +865 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,260 shares; 2025Q1: 34,961 shares; 2025Q2: 33,156 shares; 2025Q3: 38,066 shares; 2025Q4: 39,161 shares; 2026Q1: 71,844 shares; 2026Q2: 75,443 shares; 2026Q3: 86,810 shares 86,810 $4.33M 1.82% +11,367 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,515 shares; 2025Q1: 46,171 shares; 2025Q2: 43,470 shares; 2025Q3: 53,516 shares; 2025Q4: 59,318 shares; 2026Q1: 74,537 shares; 2026Q2: 84,738 shares; 2026Q3: 89,498 shares 89,498 $4.02M 1.69% +4,760 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: 7,338 shares; 2025Q1: 7,701 shares; 2025Q2: 8,135 shares; 2025Q3: 8,562 shares; 2025Q4: 8,023 shares; 2026Q1: 8,091 shares; 2026Q2: 7,806 shares; 2026Q3: 7,633 shares 7,633 $3.91M 1.65% -173 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,735 shares; 2025Q1: 54,830 shares; 2025Q2: 30,199 shares; 2025Q3: 29,786 shares; 2025Q4: 31,702 shares; 2026Q1: 64,148 shares; 2026Q2: 59,080 shares; 2026Q3: 76,427 shares 76,427 $3.78M 1.59% +17,347 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: 4,266 shares; 2025Q1: 4,416 shares; 2025Q2: 4,416 shares; 2025Q3: 4,416 shares; 2025Q4: 5,136 shares; 2026Q1: 4,416 shares; 2026Q2: 4,416 shares; 2026Q3: 4,416 shares 4,416 $3.27M 1.37% 0 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: 10,851 shares; 2025Q1: 10,741 shares; 2025Q2: 10,821 shares; 2025Q3: 10,821 shares; 2025Q4: 9,876 shares; 2026Q1: 9,876 shares; 2026Q2: 9,571 shares; 2026Q3: 9,571 shares 9,571 $3.17M 1.33% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,388 shares; 2025Q1: 14,574 shares; 2025Q2: 15,715 shares; 2025Q3: 17,192 shares; 2025Q4: 16,195 shares; 2026Q1: 19,063 shares; 2026Q2: 20,621 shares; 2026Q3: 19,920 shares 19,920 $2.83M 1.19% -701 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,924 shares; 2025Q1: 44,654 shares; 2025Q2: 39,725 shares; 2025Q3: 39,595 shares; 2025Q4: 38,666 shares; 2026Q1: 38,412 shares; 2026Q2: 38,154 shares; 2026Q3: 38,008 shares 38,008 $2.69M 1.13% -146 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,552 shares; 2025Q1: 39,067 shares; 2025Q2: 37,314 shares; 2025Q3: 46,311 shares; 2025Q4: 51,036 shares; 2026Q1: 64,399 shares; 2026Q2: 73,581 shares; 2026Q3: 78,035 shares 78,035 $2.61M 1.1% +4,454 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,764 shares; 2025Q1: 28,550 shares; 2025Q2: 28,914 shares; 2025Q3: 36,184 shares; 2025Q4: 41,397 shares; 2026Q1: 52,557 shares; 2026Q2: 61,432 shares; 2026Q3: 65,245 shares 65,245 $2.57M 1.08% +3,813 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO 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: 54,824 shares; 2026Q1: 80,557 shares; 2026Q2: 94,410 shares; 2026Q3: 100,695 shares 100,695 $2.56M 1.07% +6,285 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,184 shares; 2025Q1: 29,147 shares; 2025Q2: 26,739 shares; 2025Q3: 28,829 shares; 2025Q4: 27,498 shares; 2026Q1: 33,100 shares; 2026Q2: 37,725 shares; 2026Q3: 36,858 shares 36,858 $2.55M 1.07% -867 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: 3,613 shares; 2025Q1: 3,450 shares; 2025Q2: 2,998 shares; 2025Q3: 2,790 shares; 2025Q4: 2,602 shares; 2026Q1: 2,428 shares; 2026Q2: 2,295 shares; 2026Q3: 2,167 shares 2,167 $2.51M 1.05% -128 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: 3,701 shares; 2025Q1: 3,661 shares; 2025Q2: 3,661 shares; 2025Q3: 3,670 shares; 2025Q4: 3,669 shares; 2026Q1: 3,667 shares; 2026Q2: 2,992 shares; 2026Q3: 2,975 shares 2,975 $2.41M 1.01% -17 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: 5,990 shares; 2025Q1: 5,990 shares; 2025Q2: 5,990 shares; 2025Q3: 5,990 shares; 2025Q4: 5,740 shares; 2026Q1: 5,740 shares; 2026Q2: 4,566 shares; 2026Q3: 4,566 shares 4,566 $2.36M 0.99% 0 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: 6,590 shares; 2025Q1: 7,072 shares; 2025Q2: 8,744 shares; 2025Q3: 9,942 shares; 2025Q4: 8,616 shares; 2026Q1: 10,015 shares; 2026Q2: 10,324 shares; 2026Q3: 10,168 shares 10,168 $2.32M 0.98% -156 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,466 shares; 2025Q1: 46,049 shares; 2025Q2: 37,204 shares; 2025Q3: 36,781 shares; 2025Q4: 35,669 shares; 2026Q1: 35,660 shares; 2026Q2: 35,636 shares; 2026Q3: 35,451 shares 35,451 $2.3M 0.97% -185 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: 6,315 shares; 2025Q1: 6,315 shares; 2025Q2: 6,545 shares; 2025Q3: 7,181 shares; 2025Q4: 7,253 shares; 2026Q1: 7,310 shares; 2026Q2: 7,380 shares; 2026Q3: 7,147 shares 7,147 $1.89M 0.8% -233 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: 54,797 shares; 2025Q1: 46,859 shares; 2025Q2: 36,364 shares; 2025Q3: 35,478 shares; 2025Q4: 34,734 shares; 2026Q1: 33,967 shares; 2026Q2: 32,961 shares; 2026Q3: 31,494 shares 31,494 $1.87M 0.79% -1,467 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,431 shares; 2025Q1: 16,071 shares; 2025Q2: 14,848 shares; 2025Q3: 17,649 shares; 2025Q4: 19,135 shares; 2026Q1: 22,856 shares; 2026Q2: 25,985 shares; 2026Q3: 25,563 shares 25,563 $1.83M 0.77% -422 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,110 shares; 2025Q2: 8,110 shares; 2025Q3: 15,762 shares; 2025Q4: 17,443 shares; 2026Q1: 17,443 shares; 2026Q2: 19,053 shares; 2026Q3: 22,284 shares 22,284 $1.81M 0.76% +3,231 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,999 shares; 2025Q1: 9,024 shares; 2025Q2: 9,540 shares; 2025Q3: 9,984 shares; 2025Q4: 10,132 shares; 2026Q1: 10,256 shares; 2026Q2: 9,378 shares; 2026Q3: 9,319 shares 9,319 $1.75M 0.74% -59 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: 2,163 shares; 2025Q1: 2,163 shares; 2025Q2: 2,163 shares; 2025Q3: 2,163 shares; 2025Q4: 2,129 shares; 2026Q1: 2,126 shares; 2026Q2: 1,923 shares; 2026Q3: 1,923 shares 1,923 $1.73M 0.73% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,398 shares; 2025Q1: 20,728 shares; 2025Q2: 17,961 shares; 2025Q3: 17,898 shares; 2025Q4: 16,826 shares; 2026Q1: 16,806 shares; 2026Q2: 16,786 shares; 2026Q3: 16,729 shares 16,729 $1.69M 0.71% -57 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,789 shares; 2025Q1: 25,119 shares; 2025Q2: 20,726 shares; 2025Q3: 20,210 shares; 2025Q4: 18,708 shares; 2026Q1: 17,896 shares; 2026Q2: 17,362 shares; 2026Q3: 17,057 shares 17,057 $1.62M 0.68% -305 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,533 shares; 2025Q1: 11,351 shares; 2025Q2: 9,362 shares; 2025Q3: 9,127 shares; 2025Q4: 8,968 shares; 2026Q1: 8,921 shares; 2026Q2: 8,845 shares; 2026Q3: 8,812 shares 8,812 $1.57M 0.66% -33 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,192 shares; 2025Q1: 13,930 shares; 2025Q2: 14,583 shares; 2025Q3: 15,827 shares; 2025Q4: 16,132 shares; 2026Q1: 18,031 shares; 2026Q2: 19,313 shares; 2026Q3: 19,107 shares 19,107 $1.51M 0.64% -206 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: 6,833 shares; 2025Q1: 15,471 shares; 2025Q2: 11,126 shares; 2025Q3: 10,246 shares; 2025Q4: 14,931 shares; 2026Q1: 15,745 shares; 2026Q2: 11,572 shares; 2026Q3: 16,186 shares 16,186 $1.48M 0.62% +4,614 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: 10,517 shares; 2025Q1: 10,517 shares; 2025Q2: 10,460 shares; 2025Q3: 10,460 shares; 2025Q4: 9,177 shares; 2026Q1: 9,177 shares; 2026Q2: 9,142 shares; 2026Q3: 9,142 shares 9,142 $1.41M 0.59% 0 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: 5,321 shares; 2025Q1: 5,373 shares; 2025Q2: 5,421 shares; 2025Q3: 5,366 shares; 2025Q4: 4,947 shares; 2026Q1: 4,907 shares; 2026Q2: 4,903 shares; 2026Q3: 4,903 shares 4,903 $1.39M 0.59% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,207 shares; 2025Q1: 7,207 shares; 2025Q2: 7,207 shares; 2025Q3: 7,207 shares; 2025Q4: 7,207 shares; 2026Q1: 7,207 shares; 2026Q2: 7,207 shares; 2026Q3: 7,207 shares 7,207 $1.37M 0.58% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,797 shares; 2025Q1: 3,665 shares; 2025Q2: 3,652 shares; 2025Q3: 3,813 shares; 2025Q4: 3,767 shares; 2026Q1: 4,307 shares; 2026Q2: 4,449 shares; 2026Q3: 4,296 shares 4,296 $1.36M 0.57% -153 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: 5,702 shares; 2025Q1: 5,681 shares; 2025Q2: 5,681 shares; 2025Q3: 5,679 shares; 2025Q4: 5,314 shares; 2026Q1: 5,514 shares; 2026Q2: 5,199 shares; 2026Q3: 5,199 shares 5,199 $1.36M 0.57% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,407 shares; 2025Q1: 5,227 shares; 2025Q2: 8,335 shares; 2025Q3: 8,956 shares; 2025Q4: 9,453 shares; 2026Q1: 10,089 shares; 2026Q2: 11,344 shares; 2026Q3: 11,642 shares 11,642 $1.29M 0.54% +298 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 5,800 shares; 2026Q3: 5,800 shares 5,800 $1.29M 0.54% 0 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: 3,575 shares; 2025Q1: 3,575 shares; 2025Q2: 3,630 shares; 2025Q3: 3,630 shares; 2025Q4: 3,623 shares; 2026Q1: 3,615 shares; 2026Q2: 3,555 shares; 2026Q3: 3,540 shares 3,540 $1.27M 0.53% -15 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: 5,212 shares; 2025Q1: 8,498 shares; 2025Q2: 20,691 shares; 2025Q3: 23,201 shares; 2025Q4: 26,821 shares; 2026Q1: 26,824 shares; 2026Q2: 22,487 shares; 2026Q3: 22,945 shares 22,945 $1.23M 0.51% +458 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,375 shares; 2025Q1: 6,806 shares; 2025Q2: 5,771 shares; 2025Q3: 6,237 shares; 2025Q4: 6,252 shares; 2026Q1: 7,763 shares; 2026Q2: 9,822 shares; 2026Q3: 9,667 shares 9,667 $1.16M 0.49% -155 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: 11,140 shares; 2025Q1: 11,138 shares; 2025Q2: 11,138 shares; 2025Q3: 11,138 shares; 2025Q4: 10,353 shares; 2026Q1: 10,353 shares; 2026Q2: 10,353 shares; 2026Q3: 10,353 shares 10,353 $1.11M 0.47% 0 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: 1,493 shares; 2025Q1: 1,887 shares; 2025Q2: 4,920 shares; 2025Q3: 5,727 shares; 2025Q4: 6,015 shares; 2026Q1: 5,806 shares; 2026Q2: 6,410 shares; 2026Q3: 6,533 shares 6,533 $1.1M 0.46% +123 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,312 shares; 2025Q1: 3,741 shares; 2025Q2: 3,844 shares; 2025Q3: 4,019 shares; 2025Q4: 3,925 shares; 2026Q1: 4,794 shares; 2026Q2: 5,907 shares; 2026Q3: 5,431 shares 5,431 $1.08M 0.45% -476 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,609 shares; 2025Q1: 52,823 shares; 2025Q2: 50,847 shares; 2025Q3: 59,335 shares; 2025Q4: 60,814 shares; 2026Q1: 58,857 shares; 2026Q2: 58,292 shares; 2026Q3: 55,522 shares 55,522 $1.02M 0.43% -2,770 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: 9,316 shares; 2025Q1: 8,725 shares; 2025Q2: 8,938 shares; 2025Q3: 8,736 shares; 2025Q4: 8,637 shares; 2026Q1: 9,310 shares; 2026Q2: 9,904 shares; 2026Q3: 9,859 shares 9,859 $961K 0.4% -45 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: 1,521 shares; 2025Q1: 1,800 shares; 2025Q2: 4,688 shares; 2025Q3: 5,224 shares; 2025Q4: 5,873 shares; 2026Q1: 5,820 shares; 2026Q2: 5,506 shares; 2026Q3: 5,727 shares 5,727 $956K 0.4% +221 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,208 shares; 2026Q1: 13,035 shares; 2026Q2: 14,083 shares; 2026Q3: 12,743 shares 12,743 $938K 0.39% -1,340 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: 2,076 shares; 2025Q1: 2,707 shares; 2025Q2: 4,111 shares; 2025Q3: 4,640 shares; 2025Q4: 3,639 shares; 2026Q1: 3,840 shares; 2026Q2: 3,795 shares; 2026Q3: 3,615 shares 3,615 $901K 0.38% -180 Timeline JCPB 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: 24,795 shares; 2025Q1: 24,871 shares; 2025Q2: 25,308 shares; 2025Q3: 28,154 shares; 2025Q4: 21,336 shares; 2026Q1: 20,961 shares; 2026Q2: 21,561 shares; 2026Q3: 20,053 shares 20,053 $898K 0.38% -1,508 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,040 shares; 2025Q1: 9,571 shares; 2025Q2: 5,981 shares; 2025Q3: 5,963 shares; 2025Q4: 5,914 shares; 2026Q1: 5,908 shares; 2026Q2: 5,901 shares; 2026Q3: 5,901 shares 5,901 $897K 0.38% 0 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: 4,814 shares; 2025Q1: 4,804 shares; 2025Q2: 2,663 shares; 2025Q3: 2,662 shares; 2025Q4: 2,591 shares; 2026Q1: 2,576 shares; 2026Q2: 2,516 shares; 2026Q3: 2,515 shares 2,515 $865K 0.36% -1 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,339 shares; 2025Q3: 3,768 shares; 2025Q4: 7,542 shares; 2026Q1: 7,590 shares; 2026Q2: 7,546 shares; 2026Q3: 7,742 shares 7,742 $843K 0.35% +196 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: 3,083 shares; 2025Q1: 3,771 shares; 2025Q2: 5,858 shares; 2025Q3: 5,920 shares; 2025Q4: 12,164 shares; 2026Q1: 12,161 shares; 2026Q2: 13,097 shares; 2026Q3: 13,533 shares 13,533 $832K 0.35% +436 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: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares; 2026Q2: 1,080 shares; 2026Q3: 1,129 shares 1,129 $791K 0.33% +49 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: 16,046 shares; 2025Q1: 12,867 shares; 2025Q2: 10,652 shares; 2025Q3: 10,444 shares; 2025Q4: 9,079 shares; 2026Q1: 8,639 shares; 2026Q2: 8,126 shares; 2026Q3: 8,029 shares 8,029 $778K 0.33% -97 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: 1,228 shares; 2025Q1: 1,438 shares; 2025Q2: not reported; 2025Q3: 1,327 shares; 2025Q4: 1,428 shares; 2026Q1: 1,889 shares; 2026Q2: 2,270 shares; 2026Q3: 2,267 shares 2,267 $772K 0.32% -3 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,938 shares; 2025Q1: 3,938 shares; 2025Q2: 3,938 shares; 2025Q3: 4,172 shares; 2025Q4: 4,243 shares; 2026Q1: 4,289 shares; 2026Q2: 4,293 shares; 2026Q3: 4,140 shares 4,140 $763K 0.32% -153 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: 16,532 shares; 2025Q1: 16,385 shares; 2025Q2: 16,197 shares; 2025Q3: 16,068 shares; 2025Q4: 13,916 shares; 2026Q1: 13,876 shares; 2026Q2: 13,876 shares; 2026Q3: 13,852 shares 13,852 $754K 0.32% -24 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: 4,456 shares 4,456 $725K 0.3% new 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: 2,704 shares; 2025Q1: 2,704 shares; 2025Q2: 2,669 shares; 2025Q3: 2,669 shares; 2025Q4: 2,662 shares; 2026Q1: 2,654 shares; 2026Q2: 2,654 shares; 2026Q3: 2,654 shares 2,654 $722K 0.3% 0 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: 3,777 shares; 2025Q1: 3,777 shares; 2025Q2: 3,777 shares; 2025Q3: 3,776 shares; 2025Q4: 3,666 shares; 2026Q1: 3,565 shares; 2026Q2: 3,531 shares; 2026Q3: 3,809 shares 3,809 $707K 0.3% +278 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,007 shares; 2025Q1: 9,411 shares; 2025Q2: not reported; 2025Q3: 6,200 shares; 2025Q4: 17,719 shares; 2026Q1: 17,719 shares; 2026Q2: 17,081 shares; 2026Q3: 16,581 shares 16,581 $700K 0.29% -500 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: 2,794 shares; 2025Q1: 2,804 shares; 2025Q2: 2,923 shares; 2025Q3: 3,444 shares; 2025Q4: 3,191 shares; 2026Q1: 3,257 shares; 2026Q2: 3,116 shares; 2026Q3: 3,011 shares 3,011 $695K 0.29% -105 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: 4,623 shares; 2025Q1: 4,623 shares; 2025Q2: 4,535 shares; 2025Q3: 4,515 shares; 2025Q4: 4,515 shares; 2026Q1: 4,715 shares; 2026Q2: 4,715 shares; 2026Q3: 4,715 shares 4,715 $685K 0.29% 0 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: 766 shares; 2025Q1: 983 shares; 2025Q2: 1,198 shares; 2025Q3: 1,328 shares; 2025Q4: 997 shares; 2026Q1: 1,110 shares; 2026Q2: 1,030 shares; 2026Q3: 942 shares 942 $683K 0.29% -88 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: 3,175 shares; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares; 2026Q2: 2,850 shares; 2026Q3: 2,850 shares 2,850 $633K 0.27% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,450 shares; 2025Q1: 5,450 shares; 2025Q2: 5,450 shares; 2025Q3: 5,450 shares; 2025Q4: 5,450 shares; 2026Q1: 5,450 shares; 2026Q2: 5,450 shares; 2026Q3: 5,450 shares 5,450 $609K 0.26% 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: 1,101 shares; 2025Q1: 1,063 shares; 2025Q2: 1,062 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares; 2026Q2: 905 shares; 2026Q3: 905 shares 905 $608K 0.26% 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: 421 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 426 shares; 2026Q1: 778 shares; 2026Q2: 767 shares; 2026Q3: 767 shares 767 $587K 0.25% 0 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: 13,858 shares; 2025Q1: 9,233 shares; 2025Q2: 7,802 shares; 2025Q3: 7,642 shares; 2025Q4: 7,469 shares; 2026Q1: 7,475 shares; 2026Q2: 6,802 shares; 2026Q3: 6,802 shares 6,802 $578K 0.24% 0 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 11,425 shares; 2026Q2: 17,962 shares; 2026Q3: 22,642 shares 22,642 $570K 0.24% +4,680 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: 3,600 shares; 2025Q1: 3,664 shares; 2025Q2: 3,882 shares; 2025Q3: 4,117 shares; 2025Q4: 3,679 shares; 2026Q1: 3,943 shares; 2026Q2: 3,825 shares; 2026Q3: 3,790 shares 3,790 $551K 0.23% -35 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: 7,250 shares; 2025Q1: 7,250 shares; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 6,402 shares; 2026Q1: 6,375 shares; 2026Q2: 6,375 shares; 2026Q3: 6,275 shares 6,275 $540K 0.23% -100 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 19,467 shares; 2026Q1: 21,683 shares; 2026Q2: 24,455 shares; 2026Q3: 22,516 shares 22,516 $539K 0.23% -1,939 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: 20,260 shares; 2025Q1: 20,305 shares; 2025Q2: 20,728 shares; 2025Q3: 22,435 shares; 2025Q4: 8,965 shares; 2026Q1: 8,277 shares; 2026Q2: 7,495 shares; 2026Q3: 7,348 shares 7,348 $515K 0.22% -147 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: 8,259 shares; 2025Q1: 8,250 shares; 2025Q2: 8,386 shares; 2025Q3: 9,543 shares; 2025Q4: 7,582 shares; 2026Q1: 7,444 shares; 2026Q2: 7,724 shares; 2026Q3: 7,023 shares 7,023 $512K 0.22% -701 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: 4,675 shares; 2025Q3: 5,381 shares; 2025Q4: 6,319 shares; 2026Q1: 6,195 shares; 2026Q2: 5,913 shares; 2026Q3: 6,271 shares 6,271 $505K 0.21% +358 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 656 shares; 2025Q1: 699 shares; 2025Q2: 1,053 shares; 2025Q3: 1,103 shares; 2025Q4: 1,051 shares; 2026Q1: 1,012 shares; 2026Q2: 1,002 shares; 2026Q3: 981 shares 981 $443K 0.19% -21 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: not reported; 2025Q1: 539 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 572 shares; 2026Q2: 572 shares; 2026Q3: 572 shares 572 $436K 0.18% 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: 6,198 shares; 2025Q1: 6,198 shares; 2025Q2: 5,951 shares; 2025Q3: 5,945 shares; 2025Q4: 5,744 shares; 2026Q1: 5,744 shares; 2026Q2: 5,381 shares; 2026Q3: 5,352 shares 5,352 $428K 0.18% -29 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: not reported; 2025Q1: not reported; 2025Q2: 1,367 shares; 2025Q3: 1,750 shares; 2025Q4: 1,307 shares; 2026Q1: 1,212 shares; 2026Q2: 1,211 shares; 2026Q3: 1,170 shares 1,170 $411K 0.17% -41 Timeline FLCB 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: 14,607 shares; 2025Q1: 20,576 shares; 2025Q2: 21,338 shares; 2025Q3: 24,630 shares; 2025Q4: 23,496 shares; 2026Q1: 22,295 shares; 2026Q2: 22,295 shares; 2026Q3: 19,715 shares 19,715 $403K 0.17% -2,580 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: 2,365 shares; 2025Q1: 2,365 shares; 2025Q2: 2,505 shares; 2025Q3: 2,505 shares; 2025Q4: 2,147 shares; 2026Q1: 2,139 shares; 2026Q2: 2,139 shares; 2026Q3: 2,089 shares 2,089 $399K 0.17% -50 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: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 775 shares; 2026Q3: 775 shares 775 $394K 0.17% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,522 shares; 2025Q1: 3,522 shares; 2025Q2: 3,522 shares; 2025Q3: 3,487 shares; 2025Q4: 3,654 shares; 2026Q1: 3,404 shares; 2026Q2: 3,388 shares; 2026Q3: 3,388 shares 3,388 $379K 0.16% 0 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: 953 shares; 2025Q4: 871 shares; 2026Q1: 953 shares; 2026Q2: 965 shares; 2026Q3: 935 shares 935 $371K 0.16% -30 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: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 401 shares; 2026Q2: 401 shares; 2026Q3: 401 shares 401 $365K 0.15% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,757 shares; 2025Q1: 2,757 shares; 2025Q2: 2,757 shares; 2025Q3: 2,757 shares; 2025Q4: 2,876 shares; 2026Q1: 2,925 shares; 2026Q2: 2,959 shares; 2026Q3: 2,593 shares 2,593 $356K 0.15% -366 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,528 shares; 2025Q1: 2,558 shares; 2025Q2: 2,618 shares; 2025Q3: 2,895 shares; 2025Q4: 2,774 shares; 2026Q1: 2,421 shares; 2026Q2: 941 shares; 2026Q3: 920 shares 920 $352K 0.15% -21 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: 5,168 shares; 2025Q1: 5,779 shares; 2025Q2: 6,214 shares; 2025Q3: 6,453 shares; 2025Q4: 6,480 shares; 2026Q1: 8,374 shares; 2026Q2: 11,152 shares; 2026Q3: 6,912 shares 6,912 $327K 0.14% -4,240 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,571 shares; 2025Q3: 2,571 shares; 2025Q4: 2,571 shares; 2026Q1: 2,571 shares; 2026Q2: 2,571 shares; 2026Q3: 2,635 shares 2,635 $324K 0.14% +64 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: 3,427 shares; 2025Q1: 3,427 shares; 2025Q2: 3,172 shares; 2025Q3: 3,172 shares; 2025Q4: 2,789 shares; 2026Q1: 2,789 shares; 2026Q2: 2,789 shares; 2026Q3: 2,789 shares 2,789 $318K 0.13% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,676 shares; 2025Q1: 4,676 shares; 2025Q2: 4,676 shares; 2025Q3: 5,367 shares; 2025Q4: 5,367 shares; 2026Q1: 5,367 shares; 2026Q2: 5,367 shares; 2026Q3: 5,367 shares 5,367 $315K 0.13% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,677 shares; 2025Q3: 2,075 shares; 2025Q4: 1,682 shares; 2026Q1: 1,781 shares; 2026Q2: 1,694 shares; 2026Q3: 1,607 shares 1,607 $310K 0.13% -87 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 474 shares; 2026Q3: 490 shares 490 $300K 0.13% +16 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,248 shares; 2025Q3: 2,233 shares; 2025Q4: 2,227 shares; 2026Q1: 2,227 shares; 2026Q2: 1,634 shares; 2026Q3: 1,634 shares 1,634 $292K 0.12% 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: 3,425 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 3,143 shares; 2025Q4: 3,143 shares; 2026Q1: 3,143 shares; 2026Q2: 3,143 shares; 2026Q3: 3,143 shares 3,143 $286K 0.12% 0 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: 1,681 shares; 2026Q2: 1,850 shares; 2026Q3: 1,916 shares 1,916 $286K 0.12% +66 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: 667 shares; 2025Q1: not reported; 2025Q2: 667 shares; 2025Q3: 667 shares; 2025Q4: 662 shares; 2026Q1: 665 shares; 2026Q2: 665 shares; 2026Q3: 653 shares 653 $281K 0.12% -12 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: 1,030 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 633 shares; 2026Q3: 688 shares 688 $273K 0.11% +55 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares; 2026Q2: 389 shares; 2026Q3: 449 shares 449 $273K 0.11% +60 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,458 shares; 2025Q1: 1,424 shares; 2025Q2: 1,424 shares; 2025Q3: 1,424 shares; 2025Q4: 1,024 shares; 2026Q1: 1,224 shares; 2026Q2: 1,224 shares; 2026Q3: 1,224 shares 1,224 $271K 0.11% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,070 shares; 2025Q4: not reported; 2026Q1: 1,067 shares; 2026Q2: 1,233 shares; 2026Q3: 1,218 shares 1,218 $265K 0.11% -15 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: not reported; 2025Q1: 1,360 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,256 shares; 2026Q2: 1,256 shares; 2026Q3: 1,256 shares 1,256 $256K 0.11% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,637 shares; 2026Q2: 5,908 shares; 2026Q3: 6,476 shares 6,476 $255K 0.11% +568 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,334 shares; 2025Q4: 2,414 shares; 2026Q1: 2,500 shares; 2026Q2: 2,501 shares; 2026Q3: 2,396 shares 2,396 $250K 0.11% -105 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,251 shares; 2025Q4: not reported; 2026Q1: 3,180 shares; 2026Q2: 3,463 shares; 2026Q3: 3,281 shares 3,281 $249K 0.1% -182 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 417 shares; 2025Q4: 343 shares; 2026Q1: 558 shares; 2026Q2: 521 shares; 2026Q3: 504 shares 504 $242K 0.1% -17 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,240 shares; 2025Q4: 7,981 shares; 2026Q1: 8,385 shares; 2026Q2: 8,267 shares; 2026Q3: 7,871 shares 7,871 $237K 0.1% -396 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 192 shares; 2026Q3: 221 shares 221 $235K 0.1% +29 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 562 shares; 2025Q4: not reported; 2026Q1: 367 shares; 2026Q2: 369 shares; 2026Q3: 362 shares 362 $233K 0.1% -7 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 226 shares; 2026Q3: 227 shares 227 $227K 0.1% +1 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 593 shares; 2025Q4: 521 shares; 2026Q1: 535 shares; 2026Q2: not reported; 2026Q3: 528 shares 528 $225K 0.09% new Timeline JPIB 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: 26,175 shares; 2025Q1: 27,150 shares; 2025Q2: 25,942 shares; 2025Q3: 32,262 shares; 2025Q4: 19,912 shares; 2026Q1: 16,050 shares; 2026Q2: 13,353 shares; 2026Q3: 4,743 shares 4,743 $221K 0.09% -8,610 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,202 shares; 2025Q3: 10,382 shares; 2025Q4: 10,545 shares; 2026Q1: 12,011 shares; 2026Q2: 15,934 shares; 2026Q3: 9,900 shares 9,900 $212K 0.09% -6,034 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,036 shares; 2026Q2: 2,036 shares; 2026Q3: 2,036 shares 2,036 $212K 0.09% 0 Timeline IWS 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: 1,475 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,297 shares; 2026Q3: 1,297 shares 1,297 $208K 0.09% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,889 shares; 2025Q4: 1,876 shares; 2026Q1: 2,434 shares; 2026Q2: 3,264 shares; 2026Q3: 2,022 shares 2,022 $204K 0.09% -1,242 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: not reported; 2025Q1: 742 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 482 shares 482 $203K 0.09% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,906 shares; 2025Q1: 3,906 shares; 2025Q2: 3,406 shares; 2025Q3: 3,178 shares; 2025Q4: 3,178 shares; 2026Q1: 3,178 shares; 2026Q2: 3,178 shares; 2026Q3: 3,178 shares 3,178 $201K 0.08% 0 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: 2,676 shares; 2025Q1: 2,676 shares; 2025Q2: 2,649 shares; 2025Q3: 2,649 shares; 2025Q4: 2,649 shares; 2026Q1: 2,649 shares; 2026Q2: not reported; 2026Q3: 2,324 shares 2,324 $201K 0.08% new Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,910 shares; 2025Q1: 10,873 shares; 2025Q2: 10,310 shares; 2025Q3: 10,310 shares; 2025Q4: 10,310 shares; 2026Q1: 10,310 shares; 2026Q2: 10,310 shares; 2026Q3: 10,310 shares 10,310 $84.5K 0.04% 0 Timeline NYMXF NYMOX PHARMACEUTICAL CORP COM More: the full row for NYMOX PHARMACEUTICAL CORP COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,100 shares; 2025Q1: 35,100 shares; 2025Q2: 35,100 shares; 2025Q3: 35,100 shares; 2025Q4: 35,100 shares; 2026Q1: 35,100 shares; 2026Q2: 35,100 shares; 2026Q3: 35,100 shares 35,100 $1.25K <0.01% 0 Timeline