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; 2023Q4: 49,406 shares; 2024Q1: 49,406 shares; 2024Q2: 50,183 shares; 2024Q3: 49,142 shares; 2024Q4: 49,504 shares; 2025Q1: 50,877 shares; 2025Q2: 51,514 shares; 2025Q3: 51,279 shares 51,279 $34.3M 6.5% -235 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 389,219 shares; 2024Q1: 389,219 shares; 2024Q2: 365,642 shares; 2024Q3: 329,504 shares; 2024Q4: 308,157 shares; 2025Q1: 330,401 shares; 2025Q2: 499,748 shares; 2025Q3: 516,218 shares 516,218 $26M 4.92% +16,470 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; 2023Q4: 475,143 shares; 2024Q1: 474,726 shares; 2024Q2: 400,404 shares; 2024Q3: 327,788 shares; 2024Q4: 1,022,269 shares; 2025Q1: 986,961 shares; 2025Q2: 979,600 shares; 2025Q3: 980,783 shares 980,783 $25.3M 4.8% +1,183 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; 2023Q4: 45,840 shares; 2024Q1: 45,714 shares; 2024Q2: 44,821 shares; 2024Q3: 92,697 shares; 2024Q4: 90,664 shares; 2025Q1: 79,709 shares; 2025Q2: 60,584 shares; 2025Q3: 54,862 shares 54,862 $19.5M 3.7% -5,722 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; 2023Q4: 228,924 shares; 2024Q1: 226,896 shares; 2024Q2: 229,110 shares; 2024Q3: 231,848 shares; 2024Q4: 718,872 shares; 2025Q1: 725,235 shares; 2025Q2: 724,705 shares; 2025Q3: 735,355 shares 735,355 $19.4M 3.69% +10,650 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 272,660 shares; 2024Q1: 271,425 shares; 2024Q2: 239,190 shares; 2024Q3: 251,094 shares; 2024Q4: 524,178 shares; 2025Q1: 547,808 shares; 2025Q2: 575,874 shares; 2025Q3: 591,472 shares 591,472 $16.5M 3.13% +15,598 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; 2023Q4: 174,529 shares; 2024Q1: 173,889 shares; 2024Q2: 181,467 shares; 2024Q3: 190,670 shares; 2024Q4: 578,558 shares; 2025Q1: 595,077 shares; 2025Q2: 590,568 shares; 2025Q3: 598,268 shares 598,268 $16.5M 3.12% +7,700 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 169,812 shares; 2024Q1: 169,038 shares; 2024Q2: 152,666 shares; 2024Q3: 160,034 shares; 2024Q4: 509,400 shares; 2025Q1: 530,901 shares; 2025Q2: 554,828 shares; 2025Q3: 548,491 shares 548,491 $16.3M 3.1% -6,337 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 78,257 shares; 2024Q1: 78,257 shares; 2024Q2: 67,166 shares; 2024Q3: 67,325 shares; 2024Q4: 67,234 shares; 2025Q1: 67,053 shares; 2025Q2: 62,160 shares; 2025Q3: 61,283 shares 61,283 $15.7M 2.97% -877 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; 2023Q4: 50,460 shares; 2024Q1: 50,460 shares; 2024Q2: 47,333 shares; 2024Q3: 46,027 shares; 2024Q4: 46,698 shares; 2025Q1: 47,399 shares; 2025Q2: 49,865 shares; 2025Q3: 50,386 shares 50,386 $14.8M 2.8% +521 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,285 shares; 2024Q3: 15,369 shares; 2024Q4: 7,789 shares; 2025Q1: 7,789 shares; 2025Q2: 138,078 shares; 2025Q3: 137,885 shares 137,885 $13.8M 2.62% -193 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; 2023Q4: 46,149 shares; 2024Q1: 46,149 shares; 2024Q2: 47,512 shares; 2024Q3: 46,534 shares; 2024Q4: 47,374 shares; 2025Q1: 48,350 shares; 2025Q2: 51,548 shares; 2025Q3: 52,519 shares 52,519 $13.4M 2.54% +971 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 26,970 shares; 2024Q1: 26,870 shares; 2024Q2: 7,639 shares; 2024Q3: 87,014 shares; 2024Q4: 91,788 shares; 2025Q1: 72,222 shares; 2025Q2: 78,869 shares; 2025Q3: 89,256 shares 89,256 $12.4M 2.34% +10,387 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 259,691 shares; 2025Q3: 255,724 shares 255,724 $11.3M 2.14% -3,967 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; 2023Q4: 17,986 shares; 2024Q1: 17,986 shares; 2024Q2: 17,250 shares; 2024Q3: 16,935 shares; 2024Q4: 16,763 shares; 2025Q1: 16,914 shares; 2025Q2: 18,851 shares; 2025Q3: 18,135 shares 18,135 $10.9M 2.07% -716 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,892 shares; 2024Q1: 8,892 shares; 2024Q2: 49,933 shares; 2024Q3: 51,492 shares; 2024Q4: 81,415 shares; 2025Q1: 87,483 shares; 2025Q2: 97,409 shares; 2025Q3: 107,131 shares 107,131 $9.98M 1.89% +9,722 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 46,156 shares; 2024Q1: 46,156 shares; 2024Q2: 58,430 shares; 2024Q3: 57,630 shares; 2024Q4: 80,299 shares; 2025Q1: 88,696 shares; 2025Q2: 93,703 shares; 2025Q3: 103,464 shares 103,464 $9.92M 1.88% +9,761 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 110,350 shares; 2024Q1: 110,085 shares; 2024Q2: 152,597 shares; 2024Q3: 119,168 shares; 2024Q4: 95,635 shares; 2025Q1: 162,381 shares; 2025Q2: 96,221 shares; 2025Q3: 110,835 shares 110,835 $9.9M 1.88% +14,614 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; 2023Q4: 342,829 shares; 2024Q1: 342,829 shares; 2024Q2: 288,545 shares; 2024Q3: 282,368 shares; 2024Q4: 282,395 shares; 2025Q1: 277,797 shares; 2025Q2: 256,988 shares; 2025Q3: 270,394 shares 270,394 $9.89M 1.88% +13,406 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 493,255 shares; 2025Q1: 413,339 shares; 2025Q2: 309,613 shares; 2025Q3: 267,087 shares 267,087 $9.83M 1.86% -42,526 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 71,126 shares; 2024Q1: 71,126 shares; 2024Q2: 62,668 shares; 2024Q3: 61,854 shares; 2024Q4: 63,294 shares; 2025Q1: 63,338 shares; 2025Q2: 63,115 shares; 2025Q3: 62,974 shares 62,974 $8.82M 1.67% -141 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; 2023Q4: 218,603 shares; 2024Q1: 216,985 shares; 2024Q2: 159,212 shares; 2024Q3: 166,648 shares; 2024Q4: 348,762 shares; 2025Q1: 353,649 shares; 2025Q2: 350,874 shares; 2025Q3: 352,770 shares 352,770 $8.28M 1.57% +1,896 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 95,824 shares; 2024Q1: 95,824 shares; 2024Q2: 107,410 shares; 2024Q3: 101,889 shares; 2024Q4: 102,984 shares; 2025Q1: 106,471 shares; 2025Q2: 113,715 shares; 2025Q3: 120,248 shares 120,248 $8.22M 1.56% +6,533 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; 2023Q4: 88,574 shares; 2024Q1: 88,123 shares; 2024Q2: 65,481 shares; 2024Q3: 66,173 shares; 2024Q4: 68,962 shares; 2025Q1: 71,526 shares; 2025Q2: 72,920 shares; 2025Q3: 72,915 shares 72,915 $6.68M 1.27% -5 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,235 shares; 2024Q1: 8,235 shares; 2024Q2: 122,316 shares; 2024Q3: 127,132 shares; 2024Q4: 135,715 shares; 2025Q1: 140,646 shares; 2025Q2: 143,385 shares; 2025Q3: 148,888 shares 148,888 $6.16M 1.17% +5,503 Timeline TBT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 66,188 shares; 2024Q4: 227,798 shares; 2025Q1: 192,396 shares; 2025Q2: 177,954 shares; 2025Q3: 165,398 shares 165,398 $5.57M 1.06% -12,556 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,619 shares; 2024Q1: 1,619 shares; 2024Q2: not reported; 2024Q3: 66,001 shares; 2024Q4: 27,987 shares; 2025Q1: 12,086 shares; 2025Q2: 20,379 shares; 2025Q3: 25,386 shares 25,386 $5.31M 1.01% +5,007 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; 2023Q4: 97,371 shares; 2024Q1: 97,371 shares; 2024Q2: 89,329 shares; 2024Q3: 80,333 shares; 2024Q4: 84,890 shares; 2025Q1: 86,119 shares; 2025Q2: 86,508 shares; 2025Q3: 86,558 shares 86,558 $5.23M 0.99% +50 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,455 shares; 2024Q1: 8,455 shares; 2024Q2: 7,675 shares; 2024Q3: 7,748 shares; 2024Q4: 7,960 shares; 2025Q1: 7,406 shares; 2025Q2: 8,345 shares; 2025Q3: 8,706 shares 8,706 $4.52M 0.86% +361 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; 2023Q4: 9,710 shares; 2024Q1: 9,710 shares; 2024Q2: 5,327 shares; 2024Q3: 5,368 shares; 2024Q4: 6,620 shares; 2025Q1: 6,856 shares; 2025Q2: 7,052 shares; 2025Q3: 7,121 shares 7,121 $4.38M 0.83% +69 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 52,987 shares; 2024Q1: 52,804 shares; 2024Q2: 73,336 shares; 2024Q3: 28,719 shares; 2024Q4: 17,128 shares; 2025Q1: 44,976 shares; 2025Q2: 23,419 shares; 2025Q3: 22,566 shares 22,566 $4.31M 0.82% -853 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 22,635 shares; 2024Q1: 22,635 shares; 2024Q2: 16,910 shares; 2024Q3: 16,990 shares; 2024Q4: 17,343 shares; 2025Q1: 17,403 shares; 2025Q2: 17,303 shares; 2025Q3: 17,156 shares 17,156 $4.2M 0.8% -147 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,518 shares; 2024Q1: 15,496 shares; 2024Q2: 23,343 shares; 2024Q3: 35,133 shares; 2024Q4: 23,052 shares; 2025Q1: 16,898 shares; 2025Q2: 13,586 shares; 2025Q3: 14,293 shares 14,293 $3.95M 0.75% +707 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,160 shares; 2024Q1: 5,160 shares; 2024Q2: 5,238 shares; 2024Q3: 5,316 shares; 2024Q4: 5,682 shares; 2025Q1: 5,771 shares; 2025Q2: 5,704 shares; 2025Q3: 5,704 shares 5,704 $3.83M 0.73% 0 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; 2023Q4: 14,140 shares; 2024Q1: 14,140 shares; 2024Q2: 14,431 shares; 2024Q3: 14,559 shares; 2024Q4: 15,946 shares; 2025Q1: 16,029 shares; 2025Q2: 16,615 shares; 2025Q3: 16,398 shares 16,398 $3.62M 0.69% -217 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 75,961 shares; 2024Q1: 75,961 shares; 2024Q2: 88,255 shares; 2024Q3: 83,552 shares; 2024Q4: 88,200 shares; 2025Q1: 95,960 shares; 2025Q2: 98,857 shares; 2025Q3: 98,807 shares 98,807 $3.61M 0.68% -50 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; 2023Q4: 6,973 shares; 2024Q1: 6,973 shares; 2024Q2: 6,059 shares; 2024Q3: 4,350 shares; 2024Q4: 4,423 shares; 2025Q1: 4,019 shares; 2025Q2: 4,045 shares; 2025Q3: 4,028 shares 4,028 $3.32M 0.63% -17 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,680 shares; 2024Q1: 1,680 shares; 2024Q2: 12,474 shares; 2024Q3: 12,863 shares; 2024Q4: 13,746 shares; 2025Q1: 16,041 shares; 2025Q2: 15,354 shares; 2025Q3: 17,128 shares 17,128 $3.21M 0.61% +1,774 Timeline VRP 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,525 shares; 2025Q2: 114,306 shares; 2025Q3: 128,319 shares 128,319 $3.17M 0.6% +14,013 Timeline BRK-A 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares 4 $2.98M 0.57% 0 Timeline KBWP 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 98,051 shares; 2024Q4: 37,220 shares; 2025Q1: 28,155 shares; 2025Q2: 42,295 shares; 2025Q3: 22,981 shares 22,981 $2.83M 0.54% -19,314 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 28,640 shares; 2024Q1: 28,340 shares; 2024Q2: 27,077 shares; 2024Q3: 29,381 shares; 2024Q4: 29,575 shares; 2025Q1: 29,966 shares; 2025Q2: 30,183 shares; 2025Q3: 30,188 shares 30,188 $2.76M 0.52% +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; 2023Q4: 3,098 shares; 2024Q1: 3,098 shares; 2024Q2: 3,241 shares; 2024Q3: 3,574 shares; 2024Q4: 3,560 shares; 2025Q1: 3,635 shares; 2025Q2: 3,644 shares; 2025Q3: 2,793 shares 2,793 $2.56M 0.49% -851 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,210 shares; 2024Q1: 10,210 shares; 2024Q2: 9,652 shares; 2024Q3: 9,633 shares; 2024Q4: 9,675 shares; 2025Q1: 9,715 shares; 2025Q2: 9,716 shares; 2025Q3: 10,029 shares 10,029 $2.46M 0.47% +313 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 29,821 shares; 2024Q1: 29,821 shares; 2024Q2: 30,559 shares; 2024Q3: 30,598 shares; 2024Q4: 92,112 shares; 2025Q1: 92,394 shares; 2025Q2: 95,658 shares; 2025Q3: 92,763 shares 92,763 $2.45M 0.46% -2,895 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 35,507 shares; 2024Q1: 35,507 shares; 2024Q2: 26,029 shares; 2024Q3: 26,029 shares; 2024Q4: 26,029 shares; 2025Q1: 26,029 shares; 2025Q2: 26,029 shares; 2025Q3: 26,029 shares 26,029 $2.45M 0.46% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 29,049 shares; 2024Q1: 29,049 shares; 2024Q2: 33,083 shares; 2024Q3: 30,549 shares; 2024Q4: 31,910 shares; 2025Q1: 32,795 shares; 2025Q2: 34,675 shares; 2025Q3: 38,374 shares 38,374 $2.37M 0.45% +3,699 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 61,416 shares; 2024Q1: 60,743 shares; 2024Q2: 61,278 shares; 2024Q3: 71,484 shares; 2024Q4: 71,580 shares; 2025Q1: 72,529 shares; 2025Q2: 73,122 shares; 2025Q3: 73,650 shares 73,650 $2.26M 0.43% +528 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 24,772 shares; 2024Q1: 24,772 shares; 2024Q2: 24,199 shares; 2024Q3: 26,944 shares; 2024Q4: 85,090 shares; 2025Q1: 85,225 shares; 2025Q2: 85,225 shares; 2025Q3: 86,927 shares 86,927 $2.24M 0.43% +1,702 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 39,442 shares; 2024Q1: 39,007 shares; 2024Q2: 38,821 shares; 2024Q3: 44,932 shares; 2024Q4: 44,769 shares; 2025Q1: 45,159 shares; 2025Q2: 45,337 shares; 2025Q3: 45,191 shares 45,191 $2.23M 0.42% -146 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,211 shares; 2024Q1: 5,211 shares; 2024Q2: 26,097 shares; 2024Q3: 27,688 shares; 2024Q4: 29,605 shares; 2025Q1: 30,052 shares; 2025Q2: 32,033 shares; 2025Q3: 32,033 shares 32,033 $2.1M 0.4% 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; 2023Q4: 13,310 shares; 2024Q1: 13,310 shares; 2024Q2: 13,453 shares; 2024Q3: 14,514 shares; 2024Q4: 15,188 shares; 2025Q1: 15,931 shares; 2025Q2: 17,354 shares; 2025Q3: 17,408 shares 17,408 $2.07M 0.39% +54 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 28,497 shares; 2024Q1: 28,092 shares; 2024Q2: 30,419 shares; 2024Q3: 33,714 shares; 2024Q4: 67,153 shares; 2025Q1: 68,857 shares; 2025Q2: 74,812 shares; 2025Q3: 76,222 shares 76,222 $2.05M 0.39% +1,410 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 38,759 shares; 2024Q1: 38,759 shares; 2024Q2: 40,469 shares; 2024Q3: 43,822 shares; 2024Q4: 43,877 shares; 2025Q1: 44,188 shares; 2025Q2: 44,291 shares; 2025Q3: 44,291 shares 44,291 $2.01M 0.38% 0 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; 2023Q4: 18,377 shares; 2024Q1: 18,377 shares; 2024Q2: 8,714 shares; 2024Q3: 9,049 shares; 2024Q4: 9,222 shares; 2025Q1: 9,900 shares; 2025Q2: 10,426 shares; 2025Q3: 10,360 shares 10,360 $1.94M 0.37% -66 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,314 shares; 2024Q1: 12,314 shares; 2024Q2: 11,513 shares; 2024Q3: 10,181 shares; 2024Q4: 9,759 shares; 2025Q1: 9,644 shares; 2025Q2: 9,786 shares; 2025Q3: 9,605 shares 9,605 $1.79M 0.34% -181 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 90,667 shares; 2024Q1: 90,379 shares; 2024Q2: 85,889 shares; 2024Q3: 15,915 shares; 2024Q4: 28,891 shares; 2025Q1: 61,128 shares; 2025Q2: 47,548 shares; 2025Q3: 45,318 shares 45,318 $1.76M 0.33% -2,230 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 58,098 shares; 2024Q1: 58,098 shares; 2024Q2: 52,065 shares; 2024Q3: 52,934 shares; 2024Q4: 55,530 shares; 2025Q1: 62,289 shares; 2025Q2: 61,836 shares; 2025Q3: 62,318 shares 62,318 $1.73M 0.33% +482 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 24,853 shares; 2024Q1: 24,775 shares; 2024Q2: 28,349 shares; 2024Q3: not reported; 2024Q4: 18,919 shares; 2025Q1: 40,388 shares; 2025Q2: 36,913 shares; 2025Q3: 36,238 shares 36,238 $1.71M 0.32% -675 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,369 shares; 2024Q1: 20,300 shares; 2024Q2: 21,257 shares; 2024Q3: not reported; 2024Q4: 12,765 shares; 2025Q1: 30,521 shares; 2025Q2: 23,746 shares; 2025Q3: 23,673 shares 23,673 $1.68M 0.32% -73 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 41,630 shares; 2024Q1: 41,495 shares; 2024Q2: 41,519 shares; 2024Q3: 8,467 shares; 2024Q4: 9,056 shares; 2025Q1: 16,482 shares; 2025Q2: 12,931 shares; 2025Q3: 12,234 shares 12,234 $1.66M 0.32% -697 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 31,927 shares; 2024Q1: 31,824 shares; 2024Q2: 33,016 shares; 2024Q3: not reported; 2024Q4: 22,197 shares; 2025Q1: 49,153 shares; 2025Q2: 38,366 shares; 2025Q3: 36,140 shares 36,140 $1.61M 0.31% -2,226 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 180,589 shares; 2024Q1: 180,589 shares; 2024Q2: 180,589 shares; 2024Q3: 179,410 shares; 2024Q4: 178,005 shares; 2025Q1: 178,005 shares; 2025Q2: 178,005 shares; 2025Q3: 177,969 shares 177,969 $1.59M 0.3% -36 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; 2023Q4: 5,429 shares; 2024Q1: 5,429 shares; 2024Q2: 5,073 shares; 2024Q3: 3,987 shares; 2024Q4: 3,981 shares; 2025Q1: 3,968 shares; 2025Q2: 4,880 shares; 2025Q3: 4,815 shares 4,815 $1.59M 0.3% -65 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 39,202 shares; 2024Q1: 39,202 shares; 2024Q2: 39,341 shares; 2024Q3: 40,310 shares; 2024Q4: 40,660 shares; 2025Q1: 42,271 shares; 2025Q2: 42,271 shares; 2025Q3: 42,271 shares 42,271 $1.53M 0.29% 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; 2023Q4: 4,356 shares; 2024Q1: 4,356 shares; 2024Q2: 4,418 shares; 2024Q3: 4,190 shares; 2024Q4: 4,204 shares; 2025Q1: 4,433 shares; 2025Q2: 4,405 shares; 2025Q3: 4,556 shares 4,556 $1.42M 0.27% +151 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,533 shares; 2024Q1: 14,533 shares; 2024Q2: 14,024 shares; 2024Q3: 15,227 shares; 2024Q4: 16,621 shares; 2025Q1: 17,360 shares; 2025Q2: 17,467 shares; 2025Q3: 16,070 shares 16,070 $1.41M 0.27% -1,397 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,082 shares; 2024Q1: 10,082 shares; 2024Q2: 10,916 shares; 2024Q3: 11,357 shares; 2024Q4: 12,355 shares; 2025Q1: 12,554 shares; 2025Q2: 12,816 shares; 2025Q3: 11,486 shares 11,486 $1.41M 0.27% -1,330 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,259 shares; 2024Q1: 15,259 shares; 2024Q2: 12,831 shares; 2024Q3: 13,895 shares; 2024Q4: 13,961 shares; 2025Q1: 14,179 shares; 2025Q2: 13,517 shares; 2025Q3: 13,961 shares 13,961 $1.38M 0.26% +444 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; 2023Q4: 2,245 shares; 2024Q1: 2,245 shares; 2024Q2: 1,838 shares; 2024Q3: 1,845 shares; 2024Q4: 1,853 shares; 2025Q1: 1,853 shares; 2025Q2: 1,853 shares; 2025Q3: 1,914 shares 1,914 $1.37M 0.26% +61 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,675 shares; 2024Q1: 11,675 shares; 2024Q2: 12,209 shares; 2024Q3: 11,145 shares; 2024Q4: 11,147 shares; 2025Q1: 11,270 shares; 2025Q2: 11,272 shares; 2025Q3: 9,892 shares 9,892 $1.32M 0.25% -1,380 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,678 shares; 2025Q1: 30,863 shares; 2025Q2: 46,629 shares; 2025Q3: 46,650 shares 46,650 $1.29M 0.24% +21 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,245 shares; 2024Q1: 19,244 shares; 2024Q2: 18,568 shares; 2024Q3: 22,166 shares; 2024Q4: 21,826 shares; 2025Q1: 22,206 shares; 2025Q2: 22,986 shares; 2025Q3: 22,782 shares 22,782 $1.25M 0.24% -204 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; 2023Q4: 23,100 shares; 2024Q1: 23,100 shares; 2024Q2: 19,432 shares; 2024Q3: 19,735 shares; 2024Q4: 22,100 shares; 2025Q1: 22,170 shares; 2025Q2: 22,170 shares; 2025Q3: 22,170 shares 22,170 $1.21M 0.23% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 36,982 shares; 2024Q1: 36,982 shares; 2024Q2: 53,288 shares; 2024Q3: 41,336 shares; 2024Q4: 28,010 shares; 2025Q1: 56,359 shares; 2025Q2: 40,400 shares; 2025Q3: 42,813 shares 42,813 $1.15M 0.22% +2,413 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,672 shares; 2024Q1: 6,672 shares; 2024Q2: 7,019 shares; 2024Q3: 6,936 shares; 2024Q4: 6,952 shares; 2025Q1: 4,897 shares; 2025Q2: 4,900 shares; 2025Q3: 4,656 shares 4,656 $1.14M 0.22% -244 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; 2023Q4: 8,667 shares; 2024Q1: 8,667 shares; 2024Q2: 8,717 shares; 2024Q3: 9,496 shares; 2024Q4: 9,415 shares; 2025Q1: 9,513 shares; 2025Q2: 9,694 shares; 2025Q3: 9,457 shares 9,457 $1.12M 0.21% -237 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; 2023Q4: 11,811 shares; 2024Q1: 11,811 shares; 2024Q2: 11,831 shares; 2024Q3: 10,969 shares; 2024Q4: 10,905 shares; 2025Q1: 10,701 shares; 2025Q2: 10,287 shares; 2025Q3: 9,111 shares 9,111 $1.12M 0.21% -1,176 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,902 shares; 2024Q1: 2,902 shares; 2024Q2: 2,902 shares; 2024Q3: 2,902 shares; 2024Q4: 2,902 shares; 2025Q1: 2,902 shares; 2025Q2: 2,902 shares; 2025Q3: 2,902 shares 2,902 $1.1M 0.21% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,985 shares; 2024Q1: 8,985 shares; 2024Q2: 9,403 shares; 2024Q3: 9,523 shares; 2024Q4: 8,766 shares; 2025Q1: 9,094 shares; 2025Q2: 9,866 shares; 2025Q3: 9,710 shares 9,710 $1.09M 0.21% -156 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,401 shares; 2024Q1: 1,401 shares; 2024Q2: 1,869 shares; 2024Q3: 1,975 shares; 2024Q4: 806 shares; 2025Q1: 2,029 shares; 2025Q2: 2,194 shares; 2025Q3: 2,358 shares 2,358 $1.08M 0.21% +164 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,196 shares; 2024Q1: 15,196 shares; 2024Q2: 15,196 shares; 2024Q3: 17,441 shares; 2024Q4: 16,745 shares; 2025Q1: 18,676 shares; 2025Q2: 12,443 shares; 2025Q3: 35,614 shares 35,614 $1.06M 0.2% +23,171 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,324 shares; 2024Q1: 2,324 shares; 2024Q2: 2,324 shares; 2024Q3: 2,344 shares; 2024Q4: 2,324 shares; 2025Q1: 2,325 shares; 2025Q2: 2,324 shares; 2025Q3: 2,120 shares 2,120 $1.02M 0.19% -204 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; 2023Q4: 12,537 shares; 2024Q1: 12,537 shares; 2024Q2: 12,322 shares; 2024Q3: 10,819 shares; 2024Q4: 10,214 shares; 2025Q1: 9,880 shares; 2025Q2: 9,621 shares; 2025Q3: 11,327 shares 11,327 $1.02M 0.19% +1,706 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; 2023Q4: 3,474 shares; 2024Q1: 3,474 shares; 2024Q2: 3,345 shares; 2024Q3: 3,297 shares; 2024Q4: 3,187 shares; 2025Q1: 3,177 shares; 2025Q2: 3,529 shares; 2025Q3: 3,436 shares 3,436 $984K 0.19% -93 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; 2023Q4: 5,567 shares; 2024Q1: 5,567 shares; 2024Q2: 5,624 shares; 2024Q3: 5,650 shares; 2024Q4: 5,615 shares; 2025Q1: 5,702 shares; 2025Q2: 5,769 shares; 2025Q3: 6,371 shares 6,371 $976K 0.19% +602 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; 2023Q4: 2,348 shares; 2024Q1: 2,348 shares; 2024Q2: 2,312 shares; 2024Q3: 2,303 shares; 2024Q4: 2,253 shares; 2025Q1: 2,258 shares; 2025Q2: 2,247 shares; 2025Q3: 2,335 shares 2,335 $927K 0.18% +88 Timeline JIVE 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,167 shares 12,167 $924K 0.18% 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; 2023Q4: 2,085 shares; 2024Q1: 2,085 shares; 2024Q2: 2,085 shares; 2024Q3: 2,103 shares; 2024Q4: 2,096 shares; 2025Q1: 2,092 shares; 2025Q2: 2,093 shares; 2025Q3: 2,609 shares 2,609 $889K 0.17% +516 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,611 shares; 2024Q1: 9,611 shares; 2024Q2: 9,856 shares; 2024Q3: 8,894 shares; 2024Q4: 8,838 shares; 2025Q1: 8,704 shares; 2025Q2: 8,704 shares; 2025Q3: 8,069 shares 8,069 $765K 0.15% -635 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; 2023Q4: 10,988 shares; 2024Q1: 10,988 shares; 2024Q2: 10,811 shares; 2024Q3: 8,563 shares; 2024Q4: 8,775 shares; 2025Q1: 9,598 shares; 2025Q2: 15,101 shares; 2025Q3: 16,910 shares 16,910 $741K 0.14% +1,809 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,609 shares; 2024Q1: 6,609 shares; 2024Q2: 6,413 shares; 2024Q3: 6,234 shares; 2024Q4: 6,234 shares; 2025Q1: 6,943 shares; 2025Q2: 6,234 shares; 2025Q3: 6,018 shares 6,018 $730K 0.14% -216 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,124 shares; 2024Q1: 2,124 shares; 2024Q2: 2,124 shares; 2024Q3: 2,124 shares; 2024Q4: 2,124 shares; 2025Q1: 2,124 shares; 2025Q2: 2,124 shares; 2025Q3: 2,524 shares 2,524 $730K 0.14% +400 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,847 shares; 2024Q1: 2,847 shares; 2024Q2: 2,847 shares; 2024Q3: 2,847 shares; 2024Q4: 2,847 shares; 2025Q1: 2,847 shares; 2025Q2: 2,847 shares; 2025Q3: 2,815 shares 2,815 $710K 0.13% -32 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; 2023Q4: 10,678 shares; 2024Q1: 10,678 shares; 2024Q2: 10,963 shares; 2024Q3: 12,042 shares; 2024Q4: 12,042 shares; 2025Q1: 12,644 shares; 2025Q2: 14,767 shares; 2025Q3: 14,767 shares 14,767 $683K 0.13% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,319 shares; 2024Q1: 1,318 shares; 2024Q2: 1,318 shares; 2024Q3: 1,318 shares; 2024Q4: 1,312 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,388 shares 1,388 $668K 0.13% -6 Timeline EFAX 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; 2023Q4: 9,869 shares; 2024Q1: 9,869 shares; 2024Q2: 10,147 shares; 2024Q3: 12,487 shares; 2024Q4: 13,155 shares; 2025Q1: 13,569 shares; 2025Q2: 13,780 shares; 2025Q3: 13,309 shares 13,309 $661K 0.13% -471 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,939 shares; 2025Q2: 2,582 shares; 2025Q3: 2,582 shares 2,582 $626K 0.12% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,467 shares; 2025Q3: 3,354 shares 3,354 $620K 0.12% +887 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,836 shares; 2024Q1: 3,836 shares; 2024Q2: 3,803 shares; 2024Q3: 3,841 shares; 2024Q4: 3,868 shares; 2025Q1: 3,927 shares; 2025Q2: 3,927 shares; 2025Q3: 1,781 shares 1,781 $619K 0.12% -2,146 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,139 shares; 2024Q1: 7,139 shares; 2024Q2: 6,559 shares; 2024Q3: 7,504 shares; 2024Q4: 5,084 shares; 2025Q1: 5,114 shares; 2025Q2: 5,380 shares; 2025Q3: 5,489 shares 5,489 $610K 0.12% +109 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,602 shares; 2024Q1: 9,602 shares; 2024Q2: 9,602 shares; 2024Q3: 9,602 shares; 2024Q4: 9,602 shares; 2025Q1: 9,602 shares; 2025Q2: 9,602 shares; 2025Q3: 9,602 shares 9,602 $592K 0.11% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,256 shares; 2024Q3: 3,422 shares; 2024Q4: 3,295 shares; 2025Q1: 3,265 shares; 2025Q2: 3,148 shares; 2025Q3: 5,706 shares 5,706 $582K 0.11% +2,558 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; 2023Q4: 834 shares; 2024Q1: 834 shares; 2024Q2: 835 shares; 2024Q3: 833 shares; 2024Q4: 1,722 shares; 2025Q1: 1,727 shares; 2025Q2: 1,187 shares; 2025Q3: 1,188 shares 1,188 $572K 0.11% +1 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,436 shares; 2025Q3: 1,672 shares 1,672 $557K 0.11% +236 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,061 shares; 2024Q1: 4,061 shares; 2024Q2: 4,061 shares; 2024Q3: 3,263 shares; 2024Q4: 3,105 shares; 2025Q1: 3,372 shares; 2025Q2: 3,372 shares; 2025Q3: 3,550 shares 3,550 $549K 0.1% +178 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; 2023Q4: 3,925 shares; 2024Q1: 3,925 shares; 2024Q2: 3,878 shares; 2024Q3: 3,923 shares; 2024Q4: 3,923 shares; 2025Q1: 3,923 shares; 2025Q2: 3,923 shares; 2025Q3: 3,954 shares 3,954 $548K 0.1% +31 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 1,312 shares; 2025Q3: 1,812 shares 1,812 $545K 0.1% +500 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; 2023Q4: 2,357 shares; 2024Q1: 2,357 shares; 2024Q2: 2,424 shares; 2024Q3: 1,889 shares; 2024Q4: 1,894 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 1,944 shares 1,944 $539K 0.1% +55 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; 2023Q4: 8,016 shares; 2024Q1: 8,016 shares; 2024Q2: 8,711 shares; 2024Q3: 7,385 shares; 2024Q4: 7,267 shares; 2025Q1: 7,494 shares; 2025Q2: 7,575 shares; 2025Q3: 7,456 shares 7,456 $536K 0.1% -119 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; 2023Q4: 12,858 shares; 2024Q1: 12,858 shares; 2024Q2: 12,047 shares; 2024Q3: 7,242 shares; 2024Q4: 7,063 shares; 2025Q1: 7,063 shares; 2025Q2: 7,163 shares; 2025Q3: 7,788 shares 7,788 $535K 0.1% +625 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,737 shares; 2025Q1: 11,927 shares; 2025Q2: 11,927 shares; 2025Q3: 11,927 shares 11,927 $532K 0.1% 0 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,242 shares; 2024Q1: 6,242 shares; 2024Q2: 6,242 shares; 2024Q3: 6,242 shares; 2024Q4: 6,242 shares; 2025Q1: 6,242 shares; 2025Q2: 6,242 shares; 2025Q3: 6,278 shares 6,278 $528K 0.1% +36 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,567 shares; 2024Q1: 4,567 shares; 2024Q2: 4,692 shares; 2024Q3: 3,828 shares; 2024Q4: 3,791 shares; 2025Q1: 3,341 shares; 2025Q2: 3,134 shares; 2025Q3: 3,120 shares 3,120 $523K 0.1% -14 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,735 shares; 2024Q1: 19,735 shares; 2024Q2: 19,735 shares; 2024Q3: 19,735 shares; 2024Q4: 19,735 shares; 2025Q1: 19,735 shares; 2025Q2: 19,735 shares; 2025Q3: 19,735 shares 19,735 $519K 0.1% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,227 shares; 2024Q1: 5,215 shares; 2024Q2: 4,265 shares; 2024Q3: 10,441 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,945 shares 9,945 $491K 0.09% new 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; 2023Q4: 8,862 shares; 2024Q1: 8,862 shares; 2024Q2: 8,430 shares; 2024Q3: 8,160 shares; 2024Q4: 8,191 shares; 2025Q1: 8,160 shares; 2025Q2: 8,360 shares; 2025Q3: 7,170 shares 7,170 $479K 0.09% -1,190 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,833 shares; 2024Q1: 2,833 shares; 2024Q2: 2,811 shares; 2024Q3: 2,737 shares; 2024Q4: 2,549 shares; 2025Q1: 2,540 shares; 2025Q2: 2,856 shares; 2025Q3: 2,671 shares 2,671 $445K 0.08% -185 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,420 shares; 2024Q1: 2,420 shares; 2024Q2: 2,330 shares; 2024Q3: 2,294 shares; 2024Q4: 2,198 shares; 2025Q1: 1,983 shares; 2025Q2: 1,969 shares; 2025Q3: 1,472 shares 1,472 $439K 0.08% -497 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 59,282 shares; 2024Q1: 59,282 shares; 2024Q2: 78,235 shares; 2024Q3: 74,481 shares; 2024Q4: 78,496 shares; 2025Q1: 8,545 shares; 2025Q2: not reported; 2025Q3: 13,652 shares 13,652 $433K 0.08% new Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,037 shares; 2024Q1: 9,037 shares; 2024Q2: 8,204 shares; 2024Q3: 9,651 shares; 2024Q4: 9,651 shares; 2025Q1: 9,679 shares; 2025Q2: 9,679 shares; 2025Q3: 9,679 shares 9,679 $430K 0.08% 0 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; 2023Q4: 8,448 shares; 2024Q1: 8,448 shares; 2024Q2: 9,266 shares; 2024Q3: 8,429 shares; 2024Q4: 8,479 shares; 2025Q1: 8,537 shares; 2025Q2: 8,559 shares; 2025Q3: 8,559 shares 8,559 $428K 0.08% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 17,562 shares; 2024Q4: 17,562 shares; 2025Q1: 17,562 shares; 2025Q2: 17,562 shares; 2025Q3: 17,562 shares 17,562 $426K 0.08% 0 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; 2023Q4: 9,120 shares; 2024Q1: 9,120 shares; 2024Q2: 7,185 shares; 2024Q3: 6,981 shares; 2024Q4: 6,614 shares; 2025Q1: 6,437 shares; 2025Q2: 6,197 shares; 2025Q3: 5,321 shares 5,321 $419K 0.08% -876 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,785 shares; 2024Q1: 5,784 shares; 2024Q2: 5,964 shares; 2024Q3: 7,536 shares; 2024Q4: 7,388 shares; 2025Q1: 7,580 shares; 2025Q2: 8,042 shares; 2025Q3: 8,978 shares 8,978 $398K 0.08% +936 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,159 shares; 2024Q1: 15,122 shares; 2024Q2: 15,901 shares; 2024Q3: 5,818 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,582 shares 2,582 $383K 0.07% new 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; 2023Q4: 2,345 shares; 2024Q1: 2,345 shares; 2024Q2: 1,838 shares; 2024Q3: 1,838 shares; 2024Q4: 1,838 shares; 2025Q1: 1,844 shares; 2025Q2: 1,696 shares; 2025Q3: 1,696 shares 1,696 $368K 0.07% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,793 shares; 2024Q1: 5,793 shares; 2024Q2: 6,346 shares; 2024Q3: 7,114 shares; 2024Q4: 7,080 shares; 2025Q1: 7,100 shares; 2025Q2: 7,751 shares; 2025Q3: 7,216 shares 7,216 $367K 0.07% -535 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; 2023Q4: 3,624 shares; 2024Q1: 3,624 shares; 2024Q2: 3,623 shares; 2024Q3: 3,653 shares; 2024Q4: 3,653 shares; 2025Q1: 3,624 shares; 2025Q2: 3,404 shares; 2025Q3: 3,243 shares 3,243 $366K 0.07% -161 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,547 shares; 2024Q1: 2,547 shares; 2024Q2: 2,675 shares; 2024Q3: 2,618 shares; 2024Q4: 2,613 shares; 2025Q1: 2,613 shares; 2025Q2: 2,302 shares; 2025Q3: 1,951 shares 1,951 $352K 0.07% -351 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,467 shares; 2024Q1: 4,467 shares; 2024Q2: 4,467 shares; 2024Q3: 3,832 shares; 2024Q4: 3,621 shares; 2025Q1: 3,406 shares; 2025Q2: 2,807 shares; 2025Q3: 2,807 shares 2,807 $348K 0.07% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,995 shares; 2024Q1: 8,995 shares; 2024Q2: 8,343 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,612 shares 9,612 $345K 0.07% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,569 shares; 2024Q1: 1,569 shares; 2024Q2: 1,569 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,410 shares 2,410 $345K 0.07% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares 2,230 $334K 0.06% 0 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; 2023Q4: 24,696 shares; 2024Q1: 24,661 shares; 2024Q2: 28,130 shares; 2024Q3: 6,787 shares; 2024Q4: 6,374 shares; 2025Q1: 4,990 shares; 2025Q2: 3,926 shares; 2025Q3: 3,674 shares 3,674 $328K 0.06% -252 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 663 shares; 2024Q1: 663 shares; 2024Q2: 779 shares; 2024Q3: 785 shares; 2024Q4: 786 shares; 2025Q1: 711 shares; 2025Q2: 661 shares; 2025Q3: 658 shares 658 $328K 0.06% -3 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; 2023Q4: 3,295 shares; 2024Q1: 3,295 shares; 2024Q2: 3,251 shares; 2024Q3: 3,251 shares; 2024Q4: 3,114 shares; 2025Q1: 3,119 shares; 2025Q2: 3,119 shares; 2025Q3: 3,119 shares 3,119 $327K 0.06% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,229 shares; 2025Q2: 13,497 shares; 2025Q3: 13,497 shares 13,497 $317K 0.06% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 374 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares 395 $297K 0.06% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,118 shares; 2024Q4: 6,008 shares; 2025Q1: 6,153 shares; 2025Q2: 6,475 shares; 2025Q3: 6,693 shares 6,693 $294K 0.06% +218 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 828 shares 828 $285K 0.05% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,534 shares; 2024Q1: 4,534 shares; 2024Q2: 4,277 shares; 2024Q3: 4,149 shares; 2024Q4: 4,149 shares; 2025Q1: 4,043 shares; 2025Q2: 3,893 shares; 2025Q3: 3,584 shares 3,584 $283K 0.05% -309 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,144 shares; 2024Q4: 5,319 shares; 2025Q1: 5,436 shares; 2025Q2: 5,604 shares; 2025Q3: 5,888 shares 5,888 $283K 0.05% +284 Timeline IFLN 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; 2023Q4: 17,469 shares; 2024Q1: 17,469 shares; 2024Q2: 15,261 shares; 2024Q3: 15,159 shares; 2024Q4: 14,945 shares; 2025Q1: 14,945 shares; 2025Q2: 14,945 shares; 2025Q3: 14,945 shares 14,945 $278K 0.05% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,232 shares; 2025Q2: 15,194 shares; 2025Q3: 10,077 shares 10,077 $278K 0.05% -5,117 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,160 shares; 2024Q1: 1,160 shares; 2024Q2: 1,160 shares; 2024Q3: not reported; 2024Q4: 1,150 shares; 2025Q1: 1,244 shares; 2025Q2: 1,150 shares; 2025Q3: 1,287 shares 1,287 $277K 0.05% +137 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,198 shares; 2024Q1: 3,198 shares; 2024Q2: 3,085 shares; 2024Q3: 2,781 shares; 2024Q4: 2,782 shares; 2025Q1: 2,721 shares; 2025Q2: 2,722 shares; 2025Q3: 2,210 shares 2,210 $272K 0.05% -512 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,125 shares; 2024Q3: 1,164 shares; 2024Q4: 1,067 shares; 2025Q1: 1,067 shares; 2025Q2: 1,042 shares; 2025Q3: 1,097 shares 1,097 $270K 0.05% +55 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,039 shares; 2024Q1: 7,039 shares; 2024Q2: 7,039 shares; 2024Q3: 7,039 shares; 2024Q4: 7,039 shares; 2025Q1: 7,039 shares; 2025Q2: 7,039 shares; 2025Q3: 7,067 shares 7,067 $270K 0.05% +28 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,748 shares; 2024Q1: 5,748 shares; 2024Q2: 2,590 shares; 2024Q3: 2,294 shares; 2024Q4: 2,316 shares; 2025Q1: 2,516 shares; 2025Q2: 2,518 shares; 2025Q3: 1,611 shares 1,611 $269K 0.05% -907 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 1,000 shares; 2025Q3: 786 shares 786 $266K 0.05% -214 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; 2023Q4: 1,213 shares; 2024Q1: 1,213 shares; 2024Q2: 1,464 shares; 2024Q3: 1,471 shares; 2024Q4: 1,456 shares; 2025Q1: 1,456 shares; 2025Q2: 1,328 shares; 2025Q3: 787 shares 787 $259K 0.05% -541 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,116 shares 1,116 $257K 0.05% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,648 shares; 2025Q1: not reported; 2025Q2: 1,648 shares; 2025Q3: 1,594 shares 1,594 $250K 0.05% -54 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,036 shares 2,036 $249K 0.05% 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; 2023Q4: 10,056 shares; 2024Q1: 10,056 shares; 2024Q2: 9,201 shares; 2024Q3: 8,181 shares; 2024Q4: 8,181 shares; 2025Q1: 8,181 shares; 2025Q2: not reported; 2025Q3: 9,019 shares 9,019 $245K 0.05% 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; 2023Q4: 1,479 shares; 2024Q1: 1,479 shares; 2024Q2: 1,479 shares; 2024Q3: 1,269 shares; 2024Q4: 1,179 shares; 2025Q1: 1,206 shares; 2025Q2: 1,206 shares; 2025Q3: 1,075 shares 1,075 $236K 0.04% -131 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 363 shares; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 537 shares 537 $236K 0.04% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 672 shares; 2024Q3: 672 shares; 2024Q4: 672 shares; 2025Q1: 672 shares; 2025Q2: 672 shares; 2025Q3: 554 shares 554 $236K 0.04% -118 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; 2023Q4: 1,682 shares; 2024Q1: 1,682 shares; 2024Q2: 1,497 shares; 2024Q3: 1,340 shares; 2024Q4: 1,326 shares; 2025Q1: 1,326 shares; 2025Q2: 1,327 shares; 2025Q3: 1,113 shares 1,113 $234K 0.04% -214 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 951 shares; 2024Q1: 951 shares; 2024Q2: 1,044 shares; 2024Q3: 1,058 shares; 2024Q4: 1,044 shares; 2025Q1: 1,047 shares; 2025Q2: 1,050 shares; 2025Q3: 762 shares 762 $229K 0.04% -288 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,983 shares 3,983 $224K 0.04% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,356 shares 4,356 $221K 0.04% new Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,138 shares; 2024Q1: 5,138 shares; 2024Q2: not reported; 2024Q3: 5,138 shares; 2024Q4: not reported; 2025Q1: 5,138 shares; 2025Q2: 5,138 shares; 2025Q3: 5,138 shares 5,138 $219K 0.04% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares 1,074 $215K 0.04% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,162 shares 1,162 $212K 0.04% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,133 shares; 2024Q3: 5,150 shares; 2024Q4: 4,834 shares; 2025Q1: not reported; 2025Q2: 3,886 shares; 2025Q3: 3,936 shares 3,936 $210K 0.04% +50 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,160 shares 3,160 $209K 0.04% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 960 shares 960 $209K 0.04% new Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,274 shares 9,274 $208K 0.04% new Timeline EEMX 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,889 shares 4,889 $206K 0.04% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares 430 $201K 0.04% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,497 shares 11,497 $180K 0.03% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,927 shares 11,927 $104K 0.02% new Timeline