VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,003 shares; 2024Q4: 426,700 shares; 2025Q1: 446,500 shares; 2025Q2: 455,101 shares; 2025Q3: 546,103 shares; 2025Q4: 552,655 shares; 2026Q1: 528,506 shares; 2026Q2: 522,397 shares 522,397 $30.4M 9.77% -6,109 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,628 shares; 2024Q4: 83,518 shares; 2025Q1: 82,619 shares; 2025Q2: 116,060 shares; 2025Q3: 375,471 shares; 2025Q4: 438,771 shares; 2026Q1: 467,329 shares; 2026Q2: 489,837 shares 489,837 $22.8M 7.34% +22,508 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,254 shares; 2024Q4: 329,979 shares; 2025Q1: 332,401 shares; 2025Q2: 351,894 shares; 2025Q3: 417,134 shares; 2025Q4: 433,525 shares; 2026Q1: 438,287 shares; 2026Q2: 442,368 shares 442,368 $21.6M 6.95% +4,081 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,881 shares; 2024Q4: 186,661 shares; 2025Q1: 188,617 shares; 2025Q2: 190,201 shares; 2025Q3: 214,170 shares; 2025Q4: 214,024 shares; 2026Q1: 203,959 shares; 2026Q2: 193,177 shares 193,177 $19.4M 6.25% -10,782 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,202 shares; 2024Q4: 175,976 shares; 2025Q1: 153,698 shares; 2025Q2: 226,384 shares; 2025Q3: 346,434 shares; 2025Q4: 390,299 shares; 2026Q1: 403,966 shares; 2026Q2: 426,583 shares 426,583 $19.2M 6.18% +22,617 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337,043 shares; 2024Q4: 340,297 shares; 2025Q1: 364,378 shares; 2025Q2: 363,536 shares; 2025Q3: 373,524 shares; 2025Q4: 375,157 shares; 2026Q1: 362,046 shares; 2026Q2: 375,368 shares 375,368 $16.7M 5.35% +13,322 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; 2024Q3: 139,224 shares; 2024Q4: 414,393 shares; 2025Q1: 410,781 shares; 2025Q2: 410,381 shares; 2025Q3: 410,306 shares; 2025Q4: 409,952 shares; 2026Q1: 409,952 shares; 2026Q2: 408,313 shares 408,313 $11.8M 3.8% -1,639 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,363 shares; 2024Q4: 334,056 shares; 2025Q1: 246,180 shares; 2025Q2: 254,918 shares; 2025Q3: 254,317 shares; 2025Q4: 254,432 shares; 2026Q1: 254,425 shares; 2026Q2: 254,425 shares 254,425 $10.5M 3.37% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,634 shares; 2024Q4: 186,820 shares; 2025Q1: 263,881 shares; 2025Q2: 221,431 shares; 2025Q3: 227,017 shares; 2025Q4: 236,238 shares; 2026Q1: 228,651 shares; 2026Q2: 230,757 shares 230,757 $8.6M 2.76% +2,106 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,080 shares; 2024Q4: 30,141 shares; 2025Q1: 30,328 shares; 2025Q2: 30,159 shares; 2025Q3: 28,692 shares; 2025Q4: 28,818 shares; 2026Q1: 28,902 shares; 2026Q2: 28,762 shares 28,762 $8.32M 2.67% -140 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,782 shares; 2024Q4: 46,747 shares; 2025Q1: 40,018 shares; 2025Q2: 41,073 shares; 2025Q3: 40,092 shares; 2025Q4: 40,266 shares; 2026Q1: 40,541 shares; 2026Q2: 40,594 shares 40,594 $8.12M 2.61% +53 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,061 shares; 2024Q4: 214,542 shares; 2025Q1: 214,542 shares; 2025Q2: 210,444 shares; 2025Q3: 210,325 shares; 2025Q4: 209,389 shares; 2026Q1: 209,368 shares; 2026Q2: 207,638 shares 207,638 $5.75M 1.85% -1,730 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,196 shares; 2024Q4: 13,471 shares; 2025Q1: 11,111 shares; 2025Q2: 11,782 shares; 2025Q3: 11,357 shares; 2025Q4: 11,363 shares; 2026Q1: 11,127 shares; 2026Q2: 11,239 shares 11,239 $4.19M 1.35% +112 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,693 shares; 2024Q4: 91,656 shares; 2025Q1: 104,931 shares; 2025Q2: 104,396 shares; 2025Q3: 107,083 shares; 2025Q4: 103,937 shares; 2026Q1: 100,442 shares; 2026Q2: 98,255 shares 98,255 $3.99M 1.28% -2,187 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,253 shares; 2024Q4: 10,354 shares; 2025Q1: 10,385 shares; 2025Q2: 10,584 shares; 2025Q3: 10,281 shares; 2025Q4: 10,283 shares; 2026Q1: 10,294 shares; 2026Q2: 10,312 shares 10,312 $3.69M 1.18% +18 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,038 shares; 2024Q4: 14,876 shares; 2025Q1: 14,985 shares; 2025Q2: 14,494 shares; 2025Q3: 14,061 shares; 2025Q4: 14,108 shares; 2026Q1: 14,183 shares; 2026Q2: 14,182 shares 14,182 $3.38M 1.09% -1 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,865 shares; 2024Q4: 5,902 shares; 2025Q1: 5,931 shares; 2025Q2: 5,959 shares; 2025Q3: 5,837 shares; 2025Q4: 5,835 shares; 2026Q1: 5,843 shares; 2026Q2: 5,813 shares 5,813 $3.27M 1.05% -30 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,665 shares; 2024Q4: 9,231 shares; 2025Q1: 9,272 shares; 2025Q2: 9,395 shares; 2025Q3: 9,160 shares; 2025Q4: 9,161 shares; 2026Q1: 9,070 shares; 2026Q2: 9,085 shares 9,085 $3.21M 1.03% +15 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,321 shares; 2024Q4: 8,314 shares; 2025Q1: 8,300 shares; 2025Q2: 8,371 shares; 2025Q3: 8,162 shares; 2025Q4: 8,191 shares; 2026Q1: 8,165 shares; 2026Q2: 8,097 shares 8,097 $3.06M 0.98% -68 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,822 shares; 2024Q4: 1,474 shares; 2025Q1: 1,474 shares; 2025Q2: 1,474 shares; 2025Q3: 1,474 shares; 2025Q4: 1,474 shares; 2026Q1: 1,474 shares; 2026Q2: 1,474 shares 1,474 $2.93M 0.94% 0 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; 2024Q3: 9,950 shares; 2024Q4: 9,690 shares; 2025Q1: 8,367 shares; 2025Q2: 8,393 shares; 2025Q3: 7,524 shares; 2025Q4: 7,495 shares; 2026Q1: 7,495 shares; 2026Q2: 7,444 shares 7,444 $2.75M 0.89% -51 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,276 shares; 2024Q4: 7,553 shares; 2025Q1: 7,588 shares; 2025Q2: 7,636 shares; 2025Q3: 7,431 shares; 2025Q4: 7,433 shares; 2026Q1: 7,417 shares; 2026Q2: 7,409 shares 7,409 $2.43M 0.78% -8 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,294 shares; 2024Q4: 56,168 shares; 2025Q1: 52,642 shares; 2025Q2: 56,440 shares; 2025Q3: 56,504 shares; 2025Q4: 56,530 shares; 2026Q1: 56,355 shares; 2026Q2: 49,395 shares 49,395 $2.36M 0.76% -6,960 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,606 shares; 2024Q4: 31,568 shares; 2025Q1: 27,971 shares; 2025Q2: 30,072 shares; 2025Q3: 29,825 shares; 2025Q4: 27,657 shares; 2026Q1: 27,240 shares; 2026Q2: 26,524 shares 26,524 $2.18M 0.7% -716 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; 2024Q3: 45,567 shares; 2024Q4: 43,855 shares; 2025Q1: 35,075 shares; 2025Q2: 34,363 shares; 2025Q3: 30,941 shares; 2025Q4: 30,753 shares; 2026Q1: 30,419 shares; 2026Q2: 30,043 shares 30,043 $2.14M 0.69% -376 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,730 shares; 2025Q3: 1,678 shares; 2025Q4: 1,687 shares; 2026Q1: 1,700 shares; 2026Q2: 1,824 shares 1,824 $2.11M 0.68% +124 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,053 shares; 2024Q4: 4,846 shares; 2025Q1: 4,906 shares; 2025Q2: 4,911 shares; 2025Q3: 4,824 shares; 2025Q4: 4,822 shares; 2026Q1: 4,835 shares; 2026Q2: 4,836 shares 4,836 $2.03M 0.65% +1 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,831 shares; 2024Q4: 24,766 shares; 2025Q1: 21,819 shares; 2025Q2: 23,836 shares; 2025Q3: 23,790 shares; 2025Q4: 22,188 shares; 2026Q1: 22,188 shares; 2026Q2: 20,444 shares 20,444 $1.68M 0.54% -1,744 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; 2024Q3: 1,431 shares; 2024Q4: 1,245 shares; 2025Q1: 1,254 shares; 2025Q2: 1,210 shares; 2025Q3: 1,194 shares; 2025Q4: 1,213 shares; 2026Q1: 1,214 shares; 2026Q2: 1,208 shares 1,208 $1.45M 0.47% -6 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,212 shares; 2024Q4: 8,103 shares; 2025Q1: 6,968 shares; 2025Q2: 6,968 shares; 2025Q3: 6,968 shares; 2025Q4: 6,968 shares; 2026Q1: 6,968 shares; 2026Q2: 6,968 shares 6,968 $1.44M 0.46% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,263 shares; 2025Q1: 3,285 shares; 2025Q2: 3,284 shares; 2025Q3: 3,195 shares; 2025Q4: 3,209 shares; 2026Q1: 3,238 shares; 2026Q2: 3,221 shares 3,221 $1.4M 0.45% -17 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; 2024Q3: 1,441 shares; 2024Q4: 1,442 shares; 2025Q1: 1,444 shares; 2025Q2: 1,421 shares; 2025Q3: 1,391 shares; 2025Q4: 1,379 shares; 2026Q1: 1,383 shares; 2026Q2: 1,382 shares 1,382 $1.29M 0.42% -1 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,874 shares; 2024Q4: 1,799 shares; 2025Q1: 1,809 shares; 2025Q2: 1,792 shares; 2025Q3: 1,731 shares; 2025Q4: 1,738 shares; 2026Q1: 1,753 shares; 2026Q2: 1,755 shares 1,755 $1.27M 0.41% +2 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,183 shares; 2024Q4: 1,193 shares; 2025Q1: 1,198 shares; 2025Q2: 1,200 shares; 2025Q3: 1,173 shares; 2025Q4: 1,175 shares; 2026Q1: 1,179 shares; 2026Q2: 1,174 shares 1,174 $1.25M 0.4% -5 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,293 shares; 2024Q4: 5,256 shares; 2025Q1: 7,343 shares; 2025Q2: 7,908 shares; 2025Q3: 7,908 shares; 2025Q4: 7,908 shares; 2026Q1: 7,908 shares; 2026Q2: 7,908 shares 7,908 $1.24M 0.4% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,739 shares; 2024Q4: 17,043 shares; 2025Q1: 15,906 shares; 2025Q2: 14,914 shares; 2025Q3: 14,520 shares; 2025Q4: 14,529 shares; 2026Q1: 14,529 shares; 2026Q2: 14,520 shares 14,520 $1.2M 0.39% -9 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,256 shares; 2024Q4: 7,256 shares; 2025Q1: 7,163 shares; 2025Q2: 7,138 shares; 2025Q3: 7,136 shares; 2025Q4: 7,166 shares; 2026Q1: 7,166 shares; 2026Q2: 7,166 shares 7,166 $1.18M 0.38% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389 shares; 2024Q4: 392 shares; 2025Q1: 396 shares; 2025Q2: 399 shares; 2025Q3: 389 shares; 2025Q4: 393 shares; 2026Q1: 393 shares; 2026Q2: 3,897 shares 3,897 $1.18M 0.38% +3,504 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; 2024Q3: 2,065 shares; 2024Q4: 2,091 shares; 2025Q1: 1,970 shares; 2025Q2: 1,948 shares; 2025Q3: 1,948 shares; 2025Q4: 1,980 shares; 2026Q1: 1,968 shares; 2026Q2: 1,976 shares 1,976 $1.15M 0.37% +8 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,120 shares; 2024Q4: 10,202 shares; 2025Q1: 10,224 shares; 2025Q2: 10,238 shares; 2025Q3: 9,969 shares; 2025Q4: 9,989 shares; 2026Q1: 9,912 shares; 2026Q2: 9,894 shares 9,894 $1.12M 0.36% -18 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,782 shares; 2024Q4: 4,523 shares; 2025Q1: 3,704 shares; 2025Q2: 4,397 shares; 2025Q3: 4,197 shares; 2025Q4: 4,218 shares; 2026Q1: 4,201 shares; 2026Q2: 4,196 shares 4,196 $1.07M 0.34% -5 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,675 shares; 2024Q4: 12,006 shares; 2025Q1: 10,602 shares; 2025Q2: 11,920 shares; 2025Q3: 11,245 shares; 2025Q4: 11,185 shares; 2026Q1: 11,982 shares; 2026Q2: 12,052 shares 12,052 $1.06M 0.34% +70 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,440 shares; 2024Q4: 3,162 shares; 2025Q1: 3,189 shares; 2025Q2: 3,227 shares; 2025Q3: 3,061 shares; 2025Q4: 3,058 shares; 2026Q1: 3,035 shares; 2026Q2: 3,069 shares 3,069 $1.05M 0.34% +34 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; 2024Q3: 2,006 shares; 2024Q4: 2,008 shares; 2025Q1: 2,010 shares; 2025Q2: 2,028 shares; 2025Q3: 2,044 shares; 2025Q4: 2,050 shares; 2026Q1: 2,070 shares; 2026Q2: 2,082 shares 2,082 $1.04M 0.33% +12 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,572 shares; 2024Q4: 10,361 shares; 2025Q1: 10,361 shares; 2025Q2: 10,361 shares; 2025Q3: 10,361 shares; 2025Q4: 10,361 shares; 2026Q1: 10,361 shares; 2026Q2: 10,361 shares 10,361 $985K 0.32% 0 Timeline GBIL 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; 2024Q3: 3,803 shares; 2024Q4: 3,812 shares; 2025Q1: 3,375 shares; 2025Q2: 3,373 shares; 2025Q3: 3,327 shares; 2025Q4: 2,480 shares; 2026Q1: 2,584 shares; 2026Q2: 9,276 shares 9,276 $929K 0.3% +6,692 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,276 shares; 2024Q4: 3,715 shares; 2025Q1: 3,750 shares; 2025Q2: 3,772 shares; 2025Q3: 3,665 shares; 2025Q4: 3,663 shares; 2026Q1: 3,667 shares; 2026Q2: 3,640 shares 3,640 $916K 0.29% -27 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,971 shares; 2024Q4: 62,971 shares; 2025Q1: 62,971 shares; 2025Q2: 62,971 shares; 2025Q3: 62,971 shares; 2025Q4: 62,971 shares; 2026Q1: 62,971 shares; 2026Q2: 62,971 shares 62,971 $869K 0.28% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,621 shares; 2024Q4: 44,498 shares; 2025Q1: 44,498 shares; 2025Q2: 43,112 shares; 2025Q3: 43,112 shares; 2025Q4: 43,112 shares; 2026Q1: 43,112 shares; 2026Q2: 43,112 shares 43,112 $857K 0.28% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,676 shares; 2026Q1: 5,734 shares; 2026Q2: 6,007 shares 6,007 $839K 0.27% +273 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; 2024Q3: 4,925 shares; 2024Q4: 4,988 shares; 2025Q1: 5,040 shares; 2025Q2: 5,080 shares; 2025Q3: 5,120 shares; 2025Q4: 5,161 shares; 2026Q1: 5,190 shares; 2026Q2: 5,215 shares 5,215 $818K 0.26% +25 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,165 shares; 2026Q2: 1,273 shares 1,273 $813K 0.26% +108 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,920 shares; 2024Q4: 1,657 shares; 2025Q1: 1,674 shares; 2025Q2: 1,696 shares; 2025Q3: 1,580 shares; 2025Q4: 1,576 shares; 2026Q1: 1,561 shares; 2026Q2: 1,558 shares 1,558 $800K 0.26% -3 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,003 shares; 2026Q2: 4,009 shares 4,009 $760K 0.24% +6 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,219 shares; 2024Q4: 22,223 shares; 2025Q1: 18,663 shares; 2025Q2: 16,215 shares; 2025Q3: 14,040 shares; 2025Q4: 13,208 shares; 2026Q1: 13,125 shares; 2026Q2: 12,605 shares 12,605 $752K 0.24% -520 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,576 shares; 2024Q4: not reported; 2025Q1: 5,372 shares; 2025Q2: 6,592 shares; 2025Q3: 6,132 shares; 2025Q4: 6,159 shares; 2026Q1: 6,165 shares; 2026Q2: 6,174 shares 6,174 $725K 0.23% +9 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,127 shares; 2024Q4: 5,150 shares; 2025Q1: 5,143 shares; 2025Q2: 5,212 shares; 2025Q3: 5,089 shares; 2025Q4: 5,049 shares; 2026Q1: 4,959 shares; 2026Q2: 4,929 shares 4,929 $722K 0.23% -30 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; 2024Q3: 703 shares; 2024Q4: 712 shares; 2025Q1: 715 shares; 2025Q2: 720 shares; 2025Q3: 700 shares; 2025Q4: 701 shares; 2026Q1: 699 shares; 2026Q2: 704 shares 704 $712K 0.23% +5 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,622 shares; 2024Q4: 31,432 shares; 2025Q1: 29,321 shares; 2025Q2: 30,943 shares; 2025Q3: 30,950 shares; 2025Q4: 24,132 shares; 2026Q1: 19,750 shares; 2026Q2: 19,000 shares 19,000 $700K 0.22% -750 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,761 shares; 2024Q4: 40,814 shares; 2025Q1: 40,814 shares; 2025Q2: 40,814 shares; 2025Q3: 40,814 shares; 2025Q4: 40,814 shares; 2026Q1: 34,669 shares; 2026Q2: 34,669 shares 34,669 $695K 0.22% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,728 shares; 2024Q4: 11,869 shares; 2025Q1: 11,925 shares; 2025Q2: 12,330 shares; 2025Q3: 11,694 shares; 2025Q4: 11,715 shares; 2026Q1: 11,624 shares; 2026Q2: 11,701 shares 11,701 $667K 0.21% +77 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; 2024Q3: 2,636 shares; 2024Q4: 2,434 shares; 2025Q1: 2,436 shares; 2025Q2: 2,420 shares; 2025Q3: 2,330 shares; 2025Q4: 2,338 shares; 2026Q1: 2,314 shares; 2026Q2: 2,298 shares 2,298 $646K 0.21% -16 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,207 shares; 2024Q4: 18,440 shares; 2025Q1: 18,440 shares; 2025Q2: 18,440 shares; 2025Q3: 18,440 shares; 2025Q4: 23,314 shares; 2026Q1: 23,314 shares; 2026Q2: 24,840 shares 24,840 $622K 0.2% +1,526 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 272 shares 272 $618K 0.2% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,191 shares; 2024Q4: 11,330 shares; 2025Q1: 10,188 shares; 2025Q2: 10,260 shares; 2025Q3: 9,416 shares; 2025Q4: 10,188 shares; 2026Q1: 9,375 shares; 2026Q2: 6,238 shares 6,238 $617K 0.2% -3,137 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,997 shares; 2024Q4: 3,021 shares; 2025Q1: 3,049 shares; 2025Q2: 3,069 shares; 2025Q3: 2,934 shares; 2025Q4: 2,946 shares; 2026Q1: 2,945 shares; 2026Q2: 2,952 shares 2,952 $617K 0.2% +7 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; 2024Q3: 2,309 shares; 2024Q4: 1,759 shares; 2025Q1: 1,769 shares; 2025Q2: 1,784 shares; 2025Q3: 1,731 shares; 2025Q4: 1,696 shares; 2026Q1: 1,714 shares; 2026Q2: 1,675 shares 1,675 $591K 0.19% -39 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,880 shares; 2024Q4: 25,407 shares; 2025Q1: 25,407 shares; 2025Q2: 24,405 shares; 2025Q3: 24,405 shares; 2025Q4: 24,405 shares; 2026Q1: 24,405 shares; 2026Q2: 24,405 shares 24,405 $575K 0.18% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,852 shares; 2024Q4: 10,202 shares; 2025Q1: 10,182 shares; 2025Q2: 9,587 shares; 2025Q3: 11,049 shares; 2025Q4: 8,956 shares; 2026Q1: 8,977 shares; 2026Q2: 8,230 shares 8,230 $575K 0.18% -747 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,179 shares; 2024Q4: 3,474 shares; 2025Q1: 5,312 shares; 2025Q2: 3,670 shares; 2025Q3: 3,670 shares; 2025Q4: 3,670 shares; 2026Q1: 3,670 shares; 2026Q2: 3,316 shares 3,316 $558K 0.18% -354 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,159 shares; 2026Q2: 2,165 shares 2,165 $553K 0.18% +6 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,739 shares; 2024Q4: 16,637 shares; 2025Q1: 13,346 shares; 2025Q2: 13,629 shares; 2025Q3: 13,066 shares; 2025Q4: 12,876 shares; 2026Q1: 12,976 shares; 2026Q2: 12,808 shares 12,808 $542K 0.17% -168 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; 2024Q3: 14,046 shares; 2024Q4: 14,091 shares; 2025Q1: 14,111 shares; 2025Q2: 13,485 shares; 2025Q3: 13,510 shares; 2025Q4: 13,431 shares; 2026Q1: 13,442 shares; 2026Q2: 12,757 shares 12,757 $526K 0.17% -685 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 537 shares; 2026Q2: 538 shares 538 $519K 0.17% +1 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,366 shares; 2025Q1: 3,056 shares; 2025Q2: 2,942 shares; 2025Q3: 2,938 shares; 2025Q4: 2,938 shares; 2026Q1: 2,938 shares; 2026Q2: 2,938 shares 2,938 $519K 0.17% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,937 shares 10,937 $513K 0.17% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,255 shares; 2025Q3: 1,259 shares; 2025Q4: 1,261 shares; 2026Q1: 1,367 shares; 2026Q2: 1,367 shares 1,367 $511K 0.16% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,329 shares; 2026Q1: 6,022 shares; 2026Q2: 6,133 shares 6,133 $505K 0.16% +111 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 729 shares; 2024Q4: 735 shares; 2025Q1: 743 shares; 2025Q2: 751 shares; 2025Q3: 730 shares; 2025Q4: 7,288 shares; 2026Q1: 7,259 shares; 2026Q2: 7,056 shares 7,056 $504K 0.16% -203 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,508 shares; 2024Q4: 12,684 shares; 2025Q1: 12,937 shares; 2025Q2: 12,414 shares; 2025Q3: 16,362 shares; 2025Q4: 15,923 shares; 2026Q1: 16,334 shares; 2026Q2: 11,814 shares 11,814 $499K 0.16% -4,520 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,565 shares; 2024Q4: 8,093 shares; 2025Q1: 3,680 shares; 2025Q2: 4,091 shares; 2025Q3: 4,091 shares; 2025Q4: 4,091 shares; 2026Q1: 4,091 shares; 2026Q2: 4,091 shares 4,091 $497K 0.16% 0 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; 2024Q3: 11,856 shares; 2024Q4: 12,081 shares; 2025Q1: 9,495 shares; 2025Q2: 10,624 shares; 2025Q3: 10,594 shares; 2025Q4: 10,087 shares; 2026Q1: 8,915 shares; 2026Q2: 9,009 shares 9,009 $487K 0.16% +94 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,347 shares; 2024Q4: 10,400 shares; 2025Q1: 10,401 shares; 2025Q2: 11,149 shares; 2025Q3: 12,491 shares; 2025Q4: 17,171 shares; 2026Q1: 17,091 shares; 2026Q2: 16,648 shares 16,648 $482K 0.16% -443 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 239 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $476K 0.15% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,899 shares; 2024Q4: 51,581 shares; 2025Q1: 51,581 shares; 2025Q2: 49,492 shares; 2025Q3: 49,492 shares; 2025Q4: 49,492 shares; 2026Q1: 49,492 shares; 2026Q2: 49,492 shares 49,492 $474K 0.15% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,765 shares; 2024Q4: 1,489 shares; 2025Q1: 1,492 shares; 2025Q2: 1,320 shares; 2025Q3: 1,004 shares; 2025Q4: 1,001 shares; 2026Q1: 1,008 shares; 2026Q2: 1,128 shares 1,128 $469K 0.15% +120 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,798 shares; 2025Q2: 1,815 shares; 2025Q3: 1,771 shares; 2025Q4: 1,773 shares; 2026Q1: 1,774 shares; 2026Q2: 1,734 shares 1,734 $466K 0.15% -40 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,465 shares; 2024Q4: 1,397 shares; 2025Q1: 1,415 shares; 2025Q2: 1,444 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,372 shares; 2026Q2: 1,366 shares 1,366 $462K 0.15% -6 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; 2024Q3: 4,138 shares; 2024Q4: 4,165 shares; 2025Q1: 9,519 shares; 2025Q2: 9,956 shares; 2025Q3: 10,299 shares; 2025Q4: 9,087 shares; 2026Q1: 9,207 shares; 2026Q2: 9,070 shares 9,070 $459K 0.15% -137 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,429 shares; 2024Q4: 14,429 shares; 2025Q1: 14,429 shares; 2025Q2: 14,429 shares; 2025Q3: 14,429 shares; 2025Q4: 14,429 shares; 2026Q1: 14,429 shares; 2026Q2: 14,429 shares 14,429 $453K 0.15% 0 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; 2024Q3: 3,416 shares; 2024Q4: 3,416 shares; 2025Q1: 3,416 shares; 2025Q2: 3,416 shares; 2025Q3: 3,416 shares; 2025Q4: 3,416 shares; 2026Q1: 3,416 shares; 2026Q2: 3,416 shares 3,416 $452K 0.15% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 383 shares; 2025Q3: 371 shares; 2025Q4: 370 shares; 2026Q1: 372 shares; 2026Q2: 372 shares 372 $437K 0.14% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,825 shares; 2024Q4: 9,293 shares; 2025Q1: 9,293 shares; 2025Q2: 8,767 shares; 2025Q3: 8,767 shares; 2025Q4: 8,767 shares; 2026Q1: 8,767 shares; 2026Q2: 8,767 shares 8,767 $434K 0.14% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,216 shares; 2024Q4: 4,560 shares; 2025Q1: not reported; 2025Q2: 3,187 shares; 2025Q3: 3,187 shares; 2025Q4: 3,675 shares; 2026Q1: 3,675 shares; 2026Q2: 3,675 shares 3,675 $423K 0.14% 0 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; 2024Q3: 373 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 383 shares; 2025Q3: 372 shares; 2025Q4: 371 shares; 2026Q1: 371 shares; 2026Q2: 370 shares 370 $419K 0.13% -1 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,774 shares; 2024Q4: 5,774 shares; 2025Q1: 5,496 shares; 2025Q2: 7,933 shares; 2025Q3: 7,933 shares; 2025Q4: 8,166 shares; 2026Q1: 7,998 shares; 2026Q2: 7,599 shares 7,599 $418K 0.13% -399 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,722 shares; 2024Q4: 15,722 shares; 2025Q1: 9,620 shares; 2025Q2: 9,620 shares; 2025Q3: 9,620 shares; 2025Q4: 9,620 shares; 2026Q1: 9,620 shares; 2026Q2: 8,605 shares 8,605 $416K 0.13% -1,015 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,752 shares; 2024Q4: 2,777 shares; 2025Q1: 2,787 shares; 2025Q2: 2,812 shares; 2025Q3: 2,736 shares; 2025Q4: 2,745 shares; 2026Q1: 2,748 shares; 2026Q2: 2,727 shares 2,727 $413K 0.13% -21 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,406 shares; 2024Q4: 4,384 shares; 2025Q1: 3,972 shares; 2025Q2: 2,851 shares; 2025Q3: 2,851 shares; 2025Q4: 2,623 shares; 2026Q1: 2,623 shares; 2026Q2: 2,514 shares 2,514 $413K 0.13% -109 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,223 shares; 2024Q4: 15,223 shares; 2025Q1: 15,223 shares; 2025Q2: 15,223 shares; 2025Q3: 15,223 shares; 2025Q4: 15,223 shares; 2026Q1: 15,223 shares; 2026Q2: 15,223 shares 15,223 $409K 0.13% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 440 shares; 2025Q3: 431 shares; 2025Q4: 431 shares; 2026Q1: 425 shares; 2026Q2: 418 shares 418 $409K 0.13% -7 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,470 shares; 2025Q1: not reported; 2025Q2: 2,477 shares; 2025Q3: 2,420 shares; 2025Q4: 2,427 shares; 2026Q1: 2,433 shares; 2026Q2: 2,402 shares 2,402 $408K 0.13% -31 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,234 shares; 2024Q4: 22,431 shares; 2025Q1: 21,049 shares; 2025Q2: 22,447 shares; 2025Q3: 24,322 shares; 2025Q4: 18,239 shares; 2026Q1: 18,861 shares; 2026Q2: 15,589 shares 15,589 $408K 0.13% -3,272 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,763 shares; 2024Q4: 4,060 shares; 2025Q1: 3,063 shares; 2025Q2: 2,736 shares; 2025Q3: 2,565 shares; 2025Q4: 3,085 shares; 2026Q1: 3,132 shares; 2026Q2: 3,157 shares 3,157 $406K 0.13% +25 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares; 2026Q2: 1,105 shares 1,105 $403K 0.13% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,475 shares; 2024Q4: 13,018 shares; 2025Q1: not reported; 2025Q2: 10,297 shares; 2025Q3: 10,372 shares; 2025Q4: 10,558 shares; 2026Q1: 10,558 shares; 2026Q2: 11,784 shares 11,784 $399K 0.13% +1,226 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,054 shares; 2025Q3: 1,983 shares; 2025Q4: 1,981 shares; 2026Q1: 1,956 shares; 2026Q2: 1,926 shares 1,926 $386K 0.12% -30 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; 2024Q3: 909 shares; 2024Q4: 914 shares; 2025Q1: 913 shares; 2025Q2: 922 shares; 2025Q3: 903 shares; 2025Q4: 904 shares; 2026Q1: 903 shares; 2026Q2: 899 shares 899 $383K 0.12% -4 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,571 shares; 2024Q4: 7,279 shares; 2025Q1: 7,055 shares; 2025Q2: 7,055 shares; 2025Q3: 7,055 shares; 2025Q4: 7,055 shares; 2026Q1: 7,055 shares; 2026Q2: 7,055 shares 7,055 $382K 0.12% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,440 shares; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares; 2025Q4: 2,440 shares; 2026Q1: 2,440 shares; 2026Q2: 2,440 shares 2,440 $379K 0.12% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,371 shares; 2024Q4: 1,383 shares; 2025Q1: 1,385 shares; 2025Q2: 1,450 shares; 2025Q3: 1,395 shares; 2025Q4: 1,395 shares; 2026Q1: 1,411 shares; 2026Q2: 1,390 shares 1,390 $376K 0.12% -21 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,069 shares; 2024Q4: 2,069 shares; 2025Q1: 2,069 shares; 2025Q2: 2,081 shares; 2025Q3: 2,086 shares; 2025Q4: 2,092 shares; 2026Q1: 2,097 shares; 2026Q2: 2,042 shares 2,042 $369K 0.12% -55 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 511 shares; 2025Q4: 511 shares; 2026Q1: 513 shares; 2026Q2: 514 shares 514 $367K 0.12% +1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601 shares; 2024Q4: 609 shares; 2025Q1: 617 shares; 2025Q2: 621 shares; 2025Q3: 575 shares; 2025Q4: 574 shares; 2026Q1: 575 shares; 2026Q2: 576 shares 576 $365K 0.12% +1 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 86 shares; 2025Q2: 88 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 83 shares; 2026Q2: 2,040 shares 2,040 $364K 0.12% +1,957 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 715 shares; 2025Q1: not reported; 2025Q2: 734 shares; 2025Q3: 709 shares; 2025Q4: 709 shares; 2026Q1: 708 shares; 2026Q2: 705 shares 705 $363K 0.12% -3 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 834 shares 834 $360K 0.12% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,313 shares; 2024Q4: 1,103 shares; 2025Q1: 1,114 shares; 2025Q2: 1,132 shares; 2025Q3: 1,087 shares; 2025Q4: 1,086 shares; 2026Q1: 1,088 shares; 2026Q2: 1,082 shares 1,082 $357K 0.11% -6 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,025 shares; 2024Q4: 20,025 shares; 2025Q1: 20,025 shares; 2025Q2: 15,762 shares; 2025Q3: 8,860 shares; 2025Q4: 5,647 shares; 2026Q1: 6,907 shares; 2026Q2: 7,396 shares 7,396 $355K 0.11% +489 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,570 shares; 2024Q4: 1,524 shares; 2025Q1: 1,524 shares; 2025Q2: 1,420 shares; 2025Q3: 1,441 shares; 2025Q4: 1,384 shares; 2026Q1: 1,378 shares; 2026Q2: 1,378 shares 1,378 $352K 0.11% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,171 shares 2,171 $352K 0.11% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471 shares; 2024Q4: 475 shares; 2025Q1: 478 shares; 2025Q2: 480 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares; 2026Q2: 461 shares 461 $348K 0.11% -7 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,715 shares; 2024Q4: 17,436 shares; 2025Q1: 17,593 shares; 2025Q2: 17,955 shares; 2025Q3: 17,218 shares; 2025Q4: 16,856 shares; 2026Q1: 16,956 shares; 2026Q2: 16,667 shares 16,667 $345K 0.11% -289 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,805 shares; 2024Q4: 4,330 shares; 2025Q1: not reported; 2025Q2: 3,938 shares; 2025Q3: 3,938 shares; 2025Q4: 3,938 shares; 2026Q1: 3,938 shares; 2026Q2: 3,938 shares 3,938 $342K 0.11% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,142 shares 1,142 $340K 0.11% new 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; 2024Q3: 2,230 shares; 2024Q4: 2,023 shares; 2025Q1: 1,861 shares; 2025Q2: 1,375 shares; 2025Q3: 1,292 shares; 2025Q4: not reported; 2026Q1: 1,132 shares; 2026Q2: 1,137 shares 1,137 $339K 0.11% +5 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,544 shares; 2024Q4: 1,902 shares; 2025Q1: 1,918 shares; 2025Q2: 1,904 shares; 2025Q3: 1,810 shares; 2025Q4: 1,822 shares; 2026Q1: 1,768 shares; 2026Q2: 1,827 shares 1,827 $338K 0.11% +59 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,321 shares; 2024Q4: 839 shares; 2025Q1: 853 shares; 2025Q2: 858 shares; 2025Q3: 877 shares; 2025Q4: 877 shares; 2026Q1: 891 shares; 2026Q2: 931 shares 931 $337K 0.11% +40 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,382 shares; 2025Q4: 2,381 shares; 2026Q1: 2,390 shares; 2026Q2: 2,392 shares 2,392 $335K 0.11% +2 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 418 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 409 shares; 2026Q2: 403 shares 403 $334K 0.11% -6 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,243 shares; 2025Q1: 1,246 shares; 2025Q2: 1,242 shares; 2025Q3: 1,222 shares; 2025Q4: 1,225 shares; 2026Q1: 1,226 shares; 2026Q2: 1,226 shares 1,226 $329K 0.11% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,742 shares; 2024Q4: not reported; 2025Q1: 5,683 shares; 2025Q2: 6,303 shares; 2025Q3: 6,261 shares; 2025Q4: 6,261 shares; 2026Q1: 6,261 shares; 2026Q2: 6,261 shares 6,261 $328K 0.11% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,729 shares; 2024Q4: 38,582 shares; 2025Q1: 35,586 shares; 2025Q2: 35,586 shares; 2025Q3: 24,696 shares; 2025Q4: 24,696 shares; 2026Q1: 24,696 shares; 2026Q2: 24,696 shares 24,696 $328K 0.11% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 453 shares; 2026Q2: 449 shares 449 $323K 0.1% -4 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,712 shares; 2024Q4: 64,603 shares; 2025Q1: 54,791 shares; 2025Q2: 54,791 shares; 2025Q3: 54,791 shares; 2025Q4: 54,791 shares; 2026Q1: 54,791 shares; 2026Q2: 54,791 shares 54,791 $319K 0.1% 0 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; 2024Q3: 648 shares; 2024Q4: 652 shares; 2025Q1: 652 shares; 2025Q2: 658 shares; 2025Q3: 640 shares; 2025Q4: 643 shares; 2026Q1: 643 shares; 2026Q2: 635 shares 635 $312K 0.1% -8 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 777 shares; 2026Q1: 779 shares; 2026Q2: 780 shares 780 $310K 0.1% +1 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,746 shares; 2024Q4: 7,639 shares; 2025Q1: 6,771 shares; 2025Q2: 6,560 shares; 2025Q3: 6,109 shares; 2025Q4: 6,158 shares; 2026Q1: 6,158 shares; 2026Q2: 6,158 shares 6,158 $309K 0.1% 0 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; 2024Q3: 4,051 shares; 2024Q4: 2,246 shares; 2025Q1: 2,246 shares; 2025Q2: 2,267 shares; 2025Q3: 2,208 shares; 2025Q4: 2,190 shares; 2026Q1: 2,199 shares; 2026Q2: 2,107 shares 2,107 $309K 0.1% -92 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,104 shares; 2025Q4: 2,107 shares; 2026Q1: 2,104 shares; 2026Q2: 2,103 shares 2,103 $304K 0.1% -1 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; 2024Q3: 581 shares; 2024Q4: 587 shares; 2025Q1: 589 shares; 2025Q2: 595 shares; 2025Q3: 596 shares; 2025Q4: 593 shares; 2026Q1: 599 shares; 2026Q2: 596 shares 596 $304K 0.1% -3 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; 2024Q3: 1,346 shares; 2024Q4: 1,049 shares; 2025Q1: 1,139 shares; 2025Q2: 1,183 shares; 2025Q3: 1,106 shares; 2025Q4: 1,111 shares; 2026Q1: 1,113 shares; 2026Q2: 1,112 shares 1,112 $302K 0.1% -1 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 785 shares; 2024Q4: 535 shares; 2025Q1: 629 shares; 2025Q2: 711 shares; 2025Q3: 662 shares; 2025Q4: 554 shares; 2026Q1: 565 shares; 2026Q2: 581 shares 581 $302K 0.1% +16 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; 2024Q3: 2,795 shares; 2024Q4: 2,345 shares; 2025Q1: 2,409 shares; 2025Q2: 2,464 shares; 2025Q3: 2,375 shares; 2025Q4: 2,379 shares; 2026Q1: 2,389 shares; 2026Q2: 2,373 shares 2,373 $300K 0.1% -16 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,536 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,425 shares; 2026Q1: 1,611 shares; 2026Q2: 1,579 shares 1,579 $300K 0.1% -32 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; 2024Q3: 4,528 shares; 2024Q4: 3,661 shares; 2025Q1: 4,228 shares; 2025Q2: 3,723 shares; 2025Q3: 3,543 shares; 2025Q4: 3,552 shares; 2026Q1: 3,500 shares; 2026Q2: 3,625 shares 3,625 $300K 0.1% +125 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,499 shares; 2026Q2: 4,449 shares 4,449 $295K 0.09% -50 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 836 shares 836 $285K 0.09% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590 shares; 2024Q4: 572 shares; 2025Q1: 587 shares; 2025Q2: 542 shares; 2025Q3: 558 shares; 2025Q4: 571 shares; 2026Q1: 567 shares; 2026Q2: 568 shares 568 $285K 0.09% +1 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,613 shares; 2026Q1: 1,619 shares; 2026Q2: 1,614 shares 1,614 $285K 0.09% -5 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 215 shares; 2025Q3: not reported; 2025Q4: 208 shares; 2026Q1: 207 shares; 2026Q2: 205 shares 205 $279K 0.09% -2 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,294 shares; 2024Q4: 5,994 shares; 2025Q1: 4,656 shares; 2025Q2: 4,820 shares; 2025Q3: 4,361 shares; 2025Q4: 4,459 shares; 2026Q1: 4,278 shares; 2026Q2: 4,121 shares 4,121 $278K 0.09% -157 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,414 shares; 2025Q1: 2,423 shares; 2025Q2: 2,439 shares; 2025Q3: 2,381 shares; 2025Q4: 2,391 shares; 2026Q1: 2,377 shares; 2026Q2: 2,363 shares 2,363 $277K 0.09% -14 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,282 shares; 2024Q4: 1,293 shares; 2025Q1: 1,301 shares; 2025Q2: 1,313 shares; 2025Q3: 1,272 shares; 2025Q4: 1,263 shares; 2026Q1: 1,256 shares; 2026Q2: 1,261 shares 1,261 $275K 0.09% +5 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,826 shares; 2025Q3: 2,733 shares; 2025Q4: 2,736 shares; 2026Q1: not reported; 2026Q2: 2,732 shares 2,732 $274K 0.09% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 888 shares; 2025Q3: 862 shares; 2025Q4: 853 shares; 2026Q1: 858 shares; 2026Q2: 861 shares 861 $273K 0.09% +3 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,029 shares; 2025Q3: 8,029 shares; 2025Q4: 8,029 shares; 2026Q1: 8,029 shares; 2026Q2: 8,029 shares 8,029 $271K 0.09% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 550 shares; 2026Q2: 552 shares 552 $271K 0.09% +2 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 682 shares 682 $269K 0.09% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,726 shares; 2024Q4: 1,726 shares; 2025Q1: 1,726 shares; 2025Q2: 1,726 shares; 2025Q3: 1,726 shares; 2025Q4: 1,726 shares; 2026Q1: 1,726 shares; 2026Q2: 1,726 shares 1,726 $266K 0.09% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 687 shares 687 $265K 0.09% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,517 shares; 2025Q3: 2,553 shares; 2025Q4: 2,564 shares; 2026Q1: 1,935 shares; 2026Q2: 1,934 shares 1,934 $264K 0.08% -1 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 274 shares; 2025Q1: 273 shares; 2025Q2: 277 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $260K 0.08% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,554 shares; 2025Q2: 3,571 shares; 2025Q3: 3,490 shares; 2025Q4: 3,493 shares; 2026Q1: 3,497 shares; 2026Q2: 3,492 shares 3,492 $260K 0.08% -5 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 571 shares; 2024Q4: 575 shares; 2025Q1: 578 shares; 2025Q2: 581 shares; 2025Q3: 567 shares; 2025Q4: 566 shares; 2026Q1: 563 shares; 2026Q2: 564 shares 564 $259K 0.08% +1 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,097 shares; 2024Q4: not reported; 2025Q1: 4,509 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,895 shares; 2026Q1: 4,620 shares; 2026Q2: 4,459 shares 4,459 $257K 0.08% -161 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,648 shares 1,648 $253K 0.08% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,586 shares; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,603 shares; 2025Q3: 1,567 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares; 2026Q2: 1,550 shares 1,550 $252K 0.08% -15 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518 shares; 2024Q4: 521 shares; 2025Q1: 524 shares; 2025Q2: 523 shares; 2025Q3: not reported; 2025Q4: 507 shares; 2026Q1: 508 shares; 2026Q2: 506 shares 506 $251K 0.08% -2 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745 shares; 2024Q4: 751 shares; 2025Q1: 755 shares; 2025Q2: 756 shares; 2025Q3: 720 shares; 2025Q4: 719 shares; 2026Q1: 718 shares; 2026Q2: 724 shares 724 $249K 0.08% +6 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; 2024Q3: 9,462 shares; 2024Q4: 9,445 shares; 2025Q1: 7,620 shares; 2025Q2: 6,950 shares; 2025Q3: 4,996 shares; 2025Q4: 4,940 shares; 2026Q1: 5,117 shares; 2026Q2: 5,123 shares 5,123 $248K 0.08% +6 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,543 shares; 2025Q1: not reported; 2025Q2: 1,549 shares; 2025Q3: 1,555 shares; 2025Q4: 1,549 shares; 2026Q1: 1,557 shares; 2026Q2: 1,557 shares 1,557 $247K 0.08% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 736 shares 736 $246K 0.08% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,046 shares; 2026Q1: 1,044 shares; 2026Q2: 1,034 shares 1,034 $246K 0.08% -10 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,095 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,804 shares; 2026Q1: not reported; 2026Q2: 1,804 shares 1,804 $245K 0.08% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 503 shares 503 $243K 0.08% new Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,300 shares; 2024Q4: 21,739 shares; 2025Q1: 21,739 shares; 2025Q2: 21,739 shares; 2025Q3: 21,739 shares; 2025Q4: 21,739 shares; 2026Q1: 21,739 shares; 2026Q2: 21,739 shares 21,739 $242K 0.08% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,001 shares; 2026Q2: 4,999 shares 4,999 $238K 0.08% -2 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,043 shares; 2026Q2: 3,043 shares 3,043 $237K 0.08% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,680 shares; 2025Q2: 2,705 shares; 2025Q3: 2,560 shares; 2025Q4: 2,571 shares; 2026Q1: 2,565 shares; 2026Q2: 2,556 shares 2,556 $236K 0.08% -9 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,817 shares; 2026Q1: 5,817 shares; 2026Q2: 5,817 shares 5,817 $236K 0.08% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,891 shares; 2026Q1: 3,891 shares; 2026Q2: 3,891 shares 3,891 $234K 0.08% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,455 shares; 2024Q4: 9,455 shares; 2025Q1: 9,455 shares; 2025Q2: 9,455 shares; 2025Q3: 9,455 shares; 2025Q4: 9,455 shares; 2026Q1: 7,351 shares; 2026Q2: 7,351 shares 7,351 $233K 0.07% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,928 shares; 2026Q1: 3,011 shares; 2026Q2: 3,004 shares 3,004 $232K 0.07% -7 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 994 shares 994 $228K 0.07% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,733 shares; 2024Q4: not reported; 2025Q1: 1,753 shares; 2025Q2: 1,774 shares; 2025Q3: 1,723 shares; 2025Q4: 1,720 shares; 2026Q1: 1,718 shares; 2026Q2: 1,711 shares 1,711 $227K 0.07% -7 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; 2024Q3: 1,100 shares; 2024Q4: 1,057 shares; 2025Q1: 1,057 shares; 2025Q2: 1,065 shares; 2025Q3: 1,032 shares; 2025Q4: 1,029 shares; 2026Q1: 1,031 shares; 2026Q2: 1,025 shares 1,025 $226K 0.07% -6 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,734 shares; 2024Q4: 5,527 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,887 shares 3,887 $224K 0.07% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,326 shares; 2024Q4: 12,684 shares; 2025Q1: 12,684 shares; 2025Q2: 12,684 shares; 2025Q3: 12,684 shares; 2025Q4: 12,684 shares; 2026Q1: 12,684 shares; 2026Q2: 12,684 shares 12,684 $224K 0.07% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,099 shares; 2025Q3: 2,032 shares; 2025Q4: 2,041 shares; 2026Q1: 1,916 shares; 2026Q2: 1,905 shares 1,905 $222K 0.07% -11 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 861 shares; 2024Q4: not reported; 2025Q1: 683 shares; 2025Q2: 691 shares; 2025Q3: not reported; 2025Q4: 647 shares; 2026Q1: 648 shares; 2026Q2: 650 shares 650 $221K 0.07% +2 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,793 shares; 2026Q2: 1,786 shares 1,786 $215K 0.07% -7 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 279 shares 279 $211K 0.07% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 261 shares 261 $207K 0.07% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,199 shares 2,199 $206K 0.07% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,191 shares; 2026Q1: 2,203 shares; 2026Q2: 2,200 shares 2,200 $205K 0.07% -3 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,215 shares; 2025Q4: 4,822 shares; 2026Q1: not reported; 2026Q2: 4,822 shares 4,822 $205K 0.07% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 238 shares 238 $204K 0.07% 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; 2024Q3: 1,004 shares; 2024Q4: 1,009 shares; 2025Q1: 1,008 shares; 2025Q2: 1,015 shares; 2025Q3: 942 shares; 2025Q4: 939 shares; 2026Q1: 925 shares; 2026Q2: 911 shares 911 $203K 0.07% -14 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,677 shares; 2024Q4: 1,668 shares; 2025Q1: 1,544 shares; 2025Q2: 1,254 shares; 2025Q3: 1,094 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 928 shares 928 $202K 0.06% 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; 2024Q3: 10,097 shares; 2024Q4: not reported; 2025Q1: 8,883 shares; 2025Q2: 8,346 shares; 2025Q3: 8,990 shares; 2025Q4: 8,988 shares; 2026Q1: 9,196 shares; 2026Q2: 8,388 shares 8,388 $202K 0.06% -808 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,138 shares; 2024Q4: 18,502 shares; 2025Q1: 12,280 shares; 2025Q2: 12,521 shares; 2025Q3: 12,521 shares; 2025Q4: 11,648 shares; 2026Q1: 11,648 shares; 2026Q2: 11,648 shares 11,648 $187K 0.06% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,463 shares; 2024Q4: 11,389 shares; 2025Q1: not reported; 2025Q2: 11,360 shares; 2025Q3: 11,364 shares; 2025Q4: 11,300 shares; 2026Q1: 11,262 shares; 2026Q2: 11,339 shares 11,339 $158K 0.05% +77 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,379 shares; 2024Q4: 15,301 shares; 2025Q1: 14,908 shares; 2025Q2: 13,507 shares; 2025Q3: 13,507 shares; 2025Q4: 13,507 shares; 2026Q1: 13,507 shares; 2026Q2: 13,507 shares 13,507 $119K 0.04% 0 Timeline