ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,053,463 shares; 2024Q4: 3,690,939 shares; 2025Q1: 4,067,044 shares; 2025Q2: 4,140,699 shares; 2025Q3: 4,822,896 shares; 2025Q4: 5,043,151 shares; 2026Q1: 5,415,954 shares; 2026Q2: 5,859,022 shares 5,859,022 $962M 8.16% +443,068 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: 13,106,777 shares; 2024Q4: 16,090,152 shares; 2025Q1: 16,373,873 shares; 2025Q2: 15,559,478 shares; 2025Q3: 11,163,173 shares; 2025Q4: 15,939,127 shares; 2026Q1: 17,846,261 shares; 2026Q2: 17,607,276 shares 17,607,276 $781M 6.62% -238,985 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,145,503 shares; 2024Q4: 16,997,853 shares; 2025Q1: 17,681,788 shares; 2025Q2: 17,632,675 shares; 2025Q3: 15,378,760 shares; 2025Q4: 19,630,402 shares; 2026Q1: 20,135,575 shares; 2026Q2: 21,101,929 shares 21,101,929 $616M 5.22% +966,354 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,728,583 shares; 2024Q4: 4,755,119 shares; 2025Q1: 5,429,371 shares; 2025Q2: 5,481,515 shares; 2025Q3: 6,429,313 shares; 2025Q4: 1,822,246 shares; 2026Q1: 7,933,002 shares; 2026Q2: 9,601,130 shares 9,601,130 $566M 4.8% +1,668,128 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,516,627 shares; 2024Q4: 3,136,007 shares; 2025Q1: 3,601,353 shares; 2025Q2: 3,807,743 shares; 2025Q3: 4,043,766 shares; 2025Q4: 3,904,993 shares; 2026Q1: 4,117,972 shares; 2026Q2: 4,692,285 shares 4,692,285 $484M 4.1% +574,313 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: 3,586,109 shares; 2024Q4: 4,820,280 shares; 2025Q1: 4,915,377 shares; 2025Q2: 4,859,841 shares; 2025Q3: 4,375,367 shares; 2025Q4: 5,294,823 shares; 2026Q1: 5,716,140 shares; 2026Q2: 5,632,475 shares 5,632,475 $394M 3.34% -83,665 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811,420 shares; 2024Q4: 1,155,398 shares; 2025Q1: 1,482,024 shares; 2025Q2: 1,931,863 shares; 2025Q3: 2,241,212 shares; 2025Q4: 2,009,379 shares; 2026Q1: 2,484,516 shares; 2026Q2: 2,999,892 shares 2,999,892 $374M 3.17% +515,376 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: 3,950,987 shares; 2024Q4: 5,141,465 shares; 2025Q1: 6,109,641 shares; 2025Q2: 6,014,223 shares; 2025Q3: 6,015,750 shares; 2025Q4: 7,017,528 shares; 2026Q1: 7,702,569 shares; 2026Q2: 8,824,359 shares 8,824,359 $359M 3.04% +1,121,790 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,274,142 shares; 2024Q4: 2,695,603 shares; 2025Q1: 3,062,729 shares; 2025Q2: 3,135,166 shares; 2025Q3: 3,911,429 shares; 2025Q4: 3,573,434 shares; 2026Q1: 3,779,896 shares; 2026Q2: 4,004,183 shares 4,004,183 $356M 3.02% +224,287 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: 4,166,846 shares; 2024Q4: 5,376,491 shares; 2025Q1: 5,592,080 shares; 2025Q2: 5,568,690 shares; 2025Q3: 4,785,357 shares; 2025Q4: 5,774,671 shares; 2026Q1: 6,055,401 shares; 2026Q2: 5,930,567 shares 5,930,567 $320M 2.72% -124,834 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: 2,023,289 shares; 2024Q4: 2,978,368 shares; 2025Q1: 3,483,685 shares; 2025Q2: 3,896,787 shares; 2025Q3: 5,061,981 shares; 2025Q4: 1,146,111 shares; 2026Q1: 5,126,922 shares; 2026Q2: 6,339,321 shares 6,339,321 $303M 2.57% +1,212,399 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: 3,468,171 shares; 2024Q4: 4,556,275 shares; 2025Q1: 4,654,595 shares; 2025Q2: 4,538,175 shares; 2025Q3: 3,778,650 shares; 2025Q4: 4,636,422 shares; 2026Q1: 4,949,965 shares; 2026Q2: 4,999,844 shares 4,999,844 $275M 2.33% +49,879 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: 2,130,215 shares; 2024Q4: 2,676,073 shares; 2025Q1: 3,207,195 shares; 2025Q2: 3,115,238 shares; 2025Q3: 3,743,743 shares; 2025Q4: 1,101,118 shares; 2026Q1: 4,180,880 shares; 2026Q2: 4,995,637 shares 4,995,637 $251M 2.13% +814,757 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: 292,072 shares; 2024Q4: 321,790 shares; 2025Q1: 426,374 shares; 2025Q2: 600,329 shares; 2025Q3: 657,016 shares; 2025Q4: 501,579 shares; 2026Q1: 596,293 shares; 2026Q2: 616,844 shares 616,844 $228M 1.93% +20,551 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: 1,335,882 shares; 2024Q4: 1,714,150 shares; 2025Q1: 1,960,818 shares; 2025Q2: 2,023,380 shares; 2025Q3: 1,958,115 shares; 2025Q4: 2,331,722 shares; 2026Q1: 2,536,124 shares; 2026Q2: 2,699,030 shares 2,699,030 $221M 1.87% +162,906 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: 366,516 shares; 2024Q4: 372,938 shares; 2025Q1: 444,776 shares; 2025Q2: 424,084 shares; 2025Q3: 490,027 shares; 2025Q4: 502,446 shares; 2026Q1: 561,206 shares; 2026Q2: 582,828 shares 582,828 $169M 1.43% +21,622 Timeline DUHP 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: 1,361,633 shares; 2024Q4: 1,703,733 shares; 2025Q1: 2,074,375 shares; 2025Q2: 2,269,910 shares; 2025Q3: 2,493,329 shares; 2025Q4: 2,791,435 shares; 2026Q1: 3,301,011 shares; 2026Q2: 3,851,505 shares 3,851,505 $161M 1.36% +550,494 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: 2,905,980 shares; 2024Q4: 3,840,874 shares; 2025Q1: 3,987,815 shares; 2025Q2: 3,679,168 shares; 2025Q3: 3,046,252 shares; 2025Q4: 3,442,846 shares; 2026Q1: 3,727,832 shares; 2026Q2: 3,488,957 shares 3,488,957 $129M 1.09% -238,875 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,254,774 shares; 2024Q4: 1,644,071 shares; 2025Q1: 2,034,946 shares; 2025Q2: 2,224,139 shares; 2025Q3: 2,383,549 shares; 2025Q4: 2,689,539 shares; 2026Q1: 3,146,810 shares; 2026Q2: 3,734,675 shares 3,734,675 $127M 1.08% +587,865 Timeline DISV 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: 1,646,285 shares; 2024Q4: 2,231,410 shares; 2025Q1: 2,331,774 shares; 2025Q2: 2,520,459 shares; 2025Q3: 2,268,424 shares; 2025Q4: 2,624,226 shares; 2026Q1: 2,884,886 shares; 2026Q2: 3,118,868 shares 3,118,868 $125M 1.06% +233,982 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: 691,973 shares; 2024Q4: 972,531 shares; 2025Q1: 1,253,902 shares; 2025Q2: 1,947,191 shares; 2025Q3: 2,335,916 shares; 2025Q4: 1,783,798 shares; 2026Q1: 2,223,212 shares; 2026Q2: 2,413,701 shares 2,413,701 $99.6M 0.84% +190,489 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,226 shares; 2024Q4: 28,113 shares; 2025Q1: 29,762 shares; 2025Q2: 29,906 shares; 2025Q3: 35,638 shares; 2025Q4: 41,306 shares; 2026Q1: 115,547 shares; 2026Q2: 130,156 shares 130,156 $97.5M 0.83% +14,609 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 682,867 shares; 2024Q4: 738,330 shares; 2025Q1: 949,142 shares; 2025Q2: 2,074,570 shares; 2025Q3: 2,580,178 shares; 2025Q4: 1,614,046 shares; 2026Q1: 1,825,892 shares; 2026Q2: 1,777,063 shares 1,777,063 $91.9M 0.78% -48,829 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: 288,482 shares; 2024Q4: 316,713 shares; 2025Q1: 359,448 shares; 2025Q2: 357,385 shares; 2025Q3: 392,627 shares; 2025Q4: 468,822 shares; 2026Q1: 464,334 shares; 2026Q2: 450,413 shares 450,413 $90.1M 0.76% -13,921 Timeline DFSV 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: 599,963 shares; 2024Q4: 719,160 shares; 2025Q1: 980,782 shares; 2025Q2: 1,658,961 shares; 2025Q3: 1,524,023 shares; 2025Q4: 1,930,943 shares; 2026Q1: 2,108,702 shares; 2026Q2: 2,225,817 shares 2,225,817 $86.3M 0.73% +117,115 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: 254,254 shares; 2024Q4: 468,347 shares; 2025Q1: 767,754 shares; 2025Q2: 694,395 shares; 2025Q3: 830,728 shares; 2025Q4: 8,411 shares; 2026Q1: 1,203,351 shares; 2026Q2: 1,646,788 shares 1,646,788 $79.6M 0.67% +443,437 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: 598,728 shares; 2024Q4: 718,615 shares; 2025Q1: 789,762 shares; 2025Q2: 783,227 shares; 2025Q3: 851,692 shares; 2025Q4: 839,534 shares; 2026Q1: 940,007 shares; 2026Q2: 943,404 shares 943,404 $77.7M 0.66% +3,397 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551,547 shares; 2024Q4: 553,233 shares; 2025Q1: 617,138 shares; 2025Q2: 575,639 shares; 2025Q3: 717,783 shares; 2025Q4: 263,298 shares; 2026Q1: 744,552 shares; 2026Q2: 980,902 shares 980,902 $76.4M 0.65% +236,350 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: 690,875 shares; 2024Q4: 778,567 shares; 2025Q1: 808,339 shares; 2025Q2: 813,620 shares; 2025Q3: 1,018,708 shares; 2025Q4: 938,688 shares; 2026Q1: 920,419 shares; 2026Q2: 836,045 shares 836,045 $69.2M 0.59% -84,374 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,941 shares; 2024Q4: 364,767 shares; 2025Q1: 386,638 shares; 2025Q2: 472,232 shares; 2025Q3: 261,608 shares; 2025Q4: 460,255 shares; 2026Q1: 542,778 shares; 2026Q2: 704,363 shares 704,363 $68M 0.58% +161,585 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: 484,006 shares; 2024Q4: 631,705 shares; 2025Q1: 644,247 shares; 2025Q2: 625,327 shares; 2025Q3: 659,372 shares; 2025Q4: 701,166 shares; 2026Q1: 782,578 shares; 2026Q2: 911,024 shares 911,024 $64.9M 0.55% +128,446 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: 923,768 shares; 2024Q4: 1,064,899 shares; 2025Q1: 1,169,039 shares; 2025Q2: 1,152,913 shares; 2025Q3: 958,623 shares; 2025Q4: 68,386 shares; 2026Q1: 1,777,101 shares; 2026Q2: 2,168,246 shares 2,168,246 $62.8M 0.53% +391,145 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: 684,550 shares; 2024Q4: 743,986 shares; 2025Q1: 847,754 shares; 2025Q2: 901,389 shares; 2025Q3: 674,889 shares; 2025Q4: 981,778 shares; 2026Q1: 1,038,279 shares; 2026Q2: 1,673,693 shares 1,673,693 $62.4M 0.53% +635,414 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,058 shares; 2024Q4: 153,002 shares; 2025Q1: 258,907 shares; 2025Q2: 830,925 shares; 2025Q3: 1,495,138 shares; 2025Q4: 332,703 shares; 2026Q1: 346,777 shares; 2026Q2: 642,722 shares 642,722 $58.6M 0.5% +295,945 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: 93,167 shares; 2024Q4: 131,683 shares; 2025Q1: 134,207 shares; 2025Q2: 159,973 shares; 2025Q3: 229,780 shares; 2025Q4: 154,516 shares; 2026Q1: 175,063 shares; 2026Q2: 155,071 shares 155,071 $57.8M 0.49% -19,992 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,791 shares; 2024Q4: 271,875 shares; 2025Q1: 311,309 shares; 2025Q2: 309,020 shares; 2025Q3: 203,779 shares; 2025Q4: 306,043 shares; 2026Q1: 380,902 shares; 2026Q2: 442,411 shares 442,411 $56.7M 0.48% +61,509 Timeline SCHV 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: 108,758 shares; 2024Q4: 1,976,668 shares; 2025Q1: 1,928,744 shares; 2025Q2: 1,732,941 shares; 2025Q3: 1,779,169 shares; 2025Q4: 1,646,493 shares; 2026Q1: 1,563,981 shares; 2026Q2: 1,627,002 shares 1,627,002 $56.6M 0.48% +63,021 Timeline SCHG 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: 126,911 shares; 2024Q4: 1,765,494 shares; 2025Q1: 1,689,445 shares; 2025Q2: 1,448,022 shares; 2025Q3: 1,480,156 shares; 2025Q4: 1,557,983 shares; 2026Q1: 1,443,922 shares; 2026Q2: 1,552,951 shares 1,552,951 $52.6M 0.45% +109,029 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560,618 shares; 2024Q4: 605,365 shares; 2025Q1: 715,493 shares; 2025Q2: 963,671 shares; 2025Q3: 1,013,879 shares; 2025Q4: 1,031,607 shares; 2026Q1: 1,232,298 shares; 2026Q2: 1,300,402 shares 1,300,402 $52.3M 0.44% +68,104 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; 2024Q3: 25,968 shares; 2024Q4: 28,500 shares; 2025Q1: 32,873 shares; 2025Q2: 46,072 shares; 2025Q3: 85,854 shares; 2025Q4: 57,021 shares; 2026Q1: 73,104 shares; 2026Q2: 70,775 shares 70,775 $48.6M 0.41% -2,329 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,826 shares; 2024Q4: 373,553 shares; 2025Q1: 369,043 shares; 2025Q2: 376,207 shares; 2025Q3: 295,599 shares; 2025Q4: 407,562 shares; 2026Q1: 383,014 shares; 2026Q2: 615,971 shares 615,971 $47.2M 0.4% +232,957 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: 119,652 shares; 2024Q4: 129,055 shares; 2025Q1: 151,804 shares; 2025Q2: 140,831 shares; 2025Q3: 183,693 shares; 2025Q4: 179,760 shares; 2026Q1: 181,324 shares; 2026Q2: 191,666 shares 191,666 $45.7M 0.39% +10,342 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,980 shares; 2024Q4: 12,476 shares; 2025Q1: 18,731 shares; 2025Q2: 22,093 shares; 2025Q3: 34,666 shares; 2025Q4: 31,926 shares; 2026Q1: 33,967 shares; 2026Q2: 58,423 shares 58,423 $43.6M 0.37% +24,456 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: 162,482 shares; 2024Q4: 165,079 shares; 2025Q1: 283,874 shares; 2025Q2: 288,803 shares; 2025Q3: 392,231 shares; 2025Q4: 247,002 shares; 2026Q1: 757,924 shares; 2026Q2: 964,946 shares 964,946 $40.7M 0.35% +207,022 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; 2024Q3: 130,274 shares; 2024Q4: 1,460,444 shares; 2025Q1: 1,458,345 shares; 2025Q2: 1,280,742 shares; 2025Q3: 1,329,461 shares; 2025Q4: 1,307,883 shares; 2026Q1: 1,234,545 shares; 2026Q2: 1,221,445 shares 1,221,445 $38.7M 0.33% -13,100 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,277 shares; 2024Q4: 224,893 shares; 2025Q1: 258,530 shares; 2025Q2: 265,840 shares; 2025Q3: 130,848 shares; 2025Q4: 277,783 shares; 2026Q1: 372,383 shares; 2026Q2: 414,689 shares 414,689 $37M 0.31% +42,306 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,069 shares; 2024Q4: 28,003 shares; 2025Q1: 29,964 shares; 2025Q2: 24,172 shares; 2025Q3: 46,981 shares; 2025Q4: 49,414 shares; 2026Q1: 47,566 shares; 2026Q2: 249,116 shares 249,116 $36.9M 0.31% +201,550 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: 12,849 shares; 2024Q4: 65,252 shares; 2025Q1: 71,110 shares; 2025Q2: 50,961 shares; 2025Q3: 83,233 shares; 2025Q4: 59,207 shares; 2026Q1: 78,619 shares; 2026Q2: 94,108 shares 94,108 $35.5M 0.3% +15,489 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: 37,494 shares; 2024Q4: 50,284 shares; 2025Q1: 88,019 shares; 2025Q2: 79,372 shares; 2025Q3: 139,395 shares; 2025Q4: 91,654 shares; 2026Q1: 96,581 shares; 2026Q2: 99,533 shares 99,533 $35.2M 0.3% +2,952 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: 45,688 shares; 2024Q4: 63,888 shares; 2025Q1: 69,198 shares; 2025Q2: 56,686 shares; 2025Q3: 99,000 shares; 2025Q4: 80,085 shares; 2026Q1: 90,412 shares; 2026Q2: 92,186 shares 92,186 $32.9M 0.28% +1,774 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,472 shares; 2024Q4: 66,228 shares; 2025Q1: 75,486 shares; 2025Q2: 74,234 shares; 2025Q3: 111,121 shares; 2025Q4: 83,002 shares; 2026Q1: 75,826 shares; 2026Q2: 100,534 shares 100,534 $30.5M 0.26% +24,708 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: 235,019 shares; 2024Q4: 90,798 shares; 2025Q1: 116,426 shares; 2025Q2: 110,385 shares; 2025Q3: 136,072 shares; 2025Q4: 291,146 shares; 2026Q1: 151,339 shares; 2026Q2: 266,864 shares 266,864 $30.2M 0.26% +115,525 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: 90,995 shares; 2024Q4: 83,387 shares; 2025Q1: 100,784 shares; 2025Q2: 96,736 shares; 2025Q3: 113,570 shares; 2025Q4: 101,548 shares; 2026Q1: 91,982 shares; 2026Q2: 130,734 shares 130,734 $28.5M 0.24% +38,752 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,949 shares; 2024Q4: 57,081 shares; 2025Q1: 55,022 shares; 2025Q2: 305,037 shares; 2025Q3: 213,251 shares; 2025Q4: 317,613 shares; 2026Q1: 305,762 shares; 2026Q2: 312,542 shares 312,542 $28.4M 0.24% +6,780 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: 23,336 shares; 2024Q4: 28,980 shares; 2025Q1: 33,373 shares; 2025Q2: 36,826 shares; 2025Q3: 46,893 shares; 2025Q4: 51,639 shares; 2026Q1: 66,475 shares; 2026Q2: 67,442 shares 67,442 $28.4M 0.24% +967 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: 45,515 shares; 2024Q4: 47,181 shares; 2025Q1: 49,706 shares; 2025Q2: 46,232 shares; 2025Q3: 52,147 shares; 2025Q4: 54,232 shares; 2026Q1: 56,868 shares; 2026Q2: 56,205 shares 56,205 $28.1M 0.24% -663 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,427 shares; 2024Q4: 133,476 shares; 2025Q1: 140,545 shares; 2025Q2: 139,592 shares; 2025Q3: 130,556 shares; 2025Q4: 133,619 shares; 2026Q1: 131,877 shares; 2026Q2: 114,999 shares 114,999 $27.9M 0.24% -16,878 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: 49,410 shares; 2024Q4: 66,209 shares; 2025Q1: 74,569 shares; 2025Q2: 65,923 shares; 2025Q3: 75,332 shares; 2025Q4: 69,267 shares; 2026Q1: 79,568 shares; 2026Q2: 84,252 shares 84,252 $27.6M 0.23% +4,684 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: 122,739 shares; 2024Q4: 1,052,148 shares; 2025Q1: 1,026,111 shares; 2025Q2: 977,862 shares; 2025Q3: 1,086,924 shares; 2025Q4: 1,007,458 shares; 2026Q1: 749,946 shares; 2026Q2: 915,139 shares 915,139 $25.3M 0.21% +165,193 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; 2024Q3: 13,872 shares; 2024Q4: 26,439 shares; 2025Q1: 29,211 shares; 2025Q2: 29,149 shares; 2025Q3: 40,591 shares; 2025Q4: 34,152 shares; 2026Q1: 31,591 shares; 2026Q2: 34,124 shares 34,124 $25.1M 0.21% +2,533 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,839 shares; 2024Q4: 26,558 shares; 2025Q1: 28,119 shares; 2025Q2: 22,540 shares; 2025Q3: 26,270 shares; 2025Q4: 45,134 shares; 2026Q1: 47,305 shares; 2026Q2: 189,347 shares 189,347 $23.5M 0.2% +142,042 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,485 shares; 2024Q4: 37,397 shares; 2025Q1: 40,093 shares; 2025Q2: 40,125 shares; 2025Q3: 37,526 shares; 2025Q4: 40,581 shares; 2026Q1: 38,194 shares; 2026Q2: 266,619 shares 266,619 $23M 0.19% +228,425 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,174 shares; 2024Q4: 8,966 shares; 2025Q1: 18,118 shares; 2025Q2: 44,606 shares; 2025Q3: 44,112 shares; 2025Q4: 69,858 shares; 2026Q1: 105,955 shares; 2026Q2: 103,930 shares 103,930 $22.8M 0.19% -2,025 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,918 shares; 2024Q4: 115,457 shares; 2025Q1: 139,588 shares; 2025Q2: 141,743 shares; 2025Q3: 185,020 shares; 2025Q4: 76,452 shares; 2026Q1: 106,723 shares; 2026Q2: 296,358 shares 296,358 $22.7M 0.19% +189,635 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,656 shares; 2024Q4: 334,838 shares; 2025Q1: 347,260 shares; 2025Q2: 414,046 shares; 2025Q3: 479,751 shares; 2025Q4: 335,932 shares; 2026Q1: 373,763 shares; 2026Q2: 379,782 shares 379,782 $22.7M 0.19% +6,019 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: 8,079 shares; 2024Q4: 11,623 shares; 2025Q1: 13,036 shares; 2025Q2: 9,658 shares; 2025Q3: 15,809 shares; 2025Q4: 11,676 shares; 2026Q1: 14,560 shares; 2026Q2: 20,887 shares 20,887 $22.2M 0.19% +6,327 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: 45,371 shares; 2024Q4: 106,063 shares; 2025Q1: 87,946 shares; 2025Q2: 78,122 shares; 2025Q3: 19,445 shares; 2025Q4: 239,228 shares; 2026Q1: 211,009 shares; 2026Q2: 235,331 shares 235,331 $20.7M 0.18% +24,322 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: 7,037 shares; 2024Q4: 7,922 shares; 2025Q1: 4,346 shares; 2025Q2: 8,681 shares; 2025Q3: 17,983 shares; 2025Q4: 20,935 shares; 2026Q1: 23,234 shares; 2026Q2: 17,862 shares 17,862 $20.6M 0.17% -5,372 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,229 shares; 2024Q4: 70,397 shares; 2025Q1: 69,434 shares; 2025Q2: 68,415 shares; 2025Q3: 69,948 shares; 2025Q4: 67,842 shares; 2026Q1: 72,029 shares; 2026Q2: 63,079 shares 63,079 $19.9M 0.17% -8,950 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: 348,285 shares; 2024Q4: 353,259 shares; 2025Q1: 390,419 shares; 2025Q2: 372,538 shares; 2025Q3: 459,267 shares; 2025Q4: 398,715 shares; 2026Q1: 404,666 shares; 2026Q2: 416,292 shares 416,292 $19.4M 0.16% +11,626 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: 16,099 shares; 2024Q4: 27,677 shares; 2025Q1: 29,915 shares; 2025Q2: 26,708 shares; 2025Q3: 37,004 shares; 2025Q4: 32,460 shares; 2026Q1: 36,087 shares; 2026Q2: 33,983 shares 33,983 $19.1M 0.16% -2,104 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,681 shares; 2024Q4: 189,453 shares; 2025Q1: 246,858 shares; 2025Q2: 241,641 shares; 2025Q3: 351,187 shares; 2025Q4: 271,210 shares; 2026Q1: 246,492 shares; 2026Q2: 214,786 shares 214,786 $18.4M 0.16% -31,706 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,469 shares; 2024Q4: 104,529 shares; 2025Q1: 112,946 shares; 2025Q2: 111,969 shares; 2025Q3: 198,980 shares; 2025Q4: 99,810 shares; 2026Q1: 68,815 shares; 2026Q2: 64,443 shares 64,443 $18.2M 0.15% -4,372 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,764 shares; 2024Q4: 410,028 shares; 2025Q1: 409,812 shares; 2025Q2: 425,027 shares; 2025Q3: 417,209 shares; 2025Q4: 438,792 shares; 2026Q1: 441,523 shares; 2026Q2: 443,931 shares 443,931 $18.1M 0.15% +2,408 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,730 shares; 2024Q4: 296,741 shares; 2025Q1: 314,925 shares; 2025Q2: 314,356 shares; 2025Q3: 68,700 shares; 2025Q4: 20,544 shares; 2026Q1: 310,265 shares; 2026Q2: 309,102 shares 309,102 $18M 0.15% -1,163 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,777 shares; 2024Q4: 161,122 shares; 2025Q1: 174,906 shares; 2025Q2: 191,773 shares; 2025Q3: 245,018 shares; 2025Q4: 62,299 shares; 2026Q1: 195,158 shares; 2026Q2: 186,201 shares 186,201 $18M 0.15% -8,957 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,302 shares; 2025Q1: 13,565 shares; 2025Q2: 17,363 shares; 2025Q3: 161,877 shares; 2025Q4: 132,438 shares; 2026Q1: 193,011 shares; 2026Q2: 340,457 shares 340,457 $17.2M 0.15% +147,446 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,066 shares; 2025Q3: 83,731 shares; 2025Q4: 40,813 shares; 2026Q1: 41,608 shares; 2026Q2: 40,488 shares 40,488 $17.2M 0.15% -1,120 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: 13,879 shares; 2024Q4: 12,135 shares; 2025Q1: 15,502 shares; 2025Q2: 13,962 shares; 2025Q3: 13,410 shares; 2025Q4: 16,238 shares; 2026Q1: 15,241 shares; 2026Q2: 13,987 shares 13,987 $16.8M 0.14% -1,254 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; 2024Q3: 40,583 shares; 2024Q4: 69,558 shares; 2025Q1: 71,678 shares; 2025Q2: 70,394 shares; 2025Q3: 59,787 shares; 2025Q4: 73,101 shares; 2026Q1: 79,887 shares; 2026Q2: 70,179 shares 70,179 $16.6M 0.14% -9,708 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,179 shares; 2024Q4: 63,401 shares; 2025Q1: 66,033 shares; 2025Q2: 67,134 shares; 2025Q3: 47,611 shares; 2025Q4: 69,449 shares; 2026Q1: 65,289 shares; 2026Q2: 156,976 shares 156,976 $15.2M 0.13% +91,687 Timeline SPMO 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; 2024Q3: 15,635 shares; 2024Q4: 14,131 shares; 2025Q1: 17,857 shares; 2025Q2: 16,965 shares; 2025Q3: 28,076 shares; 2025Q4: 28,119 shares; 2026Q1: 111,534 shares; 2026Q2: 93,613 shares 93,613 $15.1M 0.13% -17,921 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: 23,612 shares; 2024Q4: 33,568 shares; 2025Q1: 36,355 shares; 2025Q2: 33,967 shares; 2025Q3: 30,994 shares; 2025Q4: 31,781 shares; 2026Q1: 38,495 shares; 2026Q2: 42,614 shares 42,614 $14.6M 0.12% +4,119 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: 52,691 shares; 2024Q4: 52,070 shares; 2025Q1: 70,796 shares; 2025Q2: 113,425 shares; 2025Q3: 172,480 shares; 2025Q4: 165,868 shares; 2026Q1: 144,301 shares; 2026Q2: 104,700 shares 104,700 $14.6M 0.12% -39,601 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 353,859 shares; 2025Q1: 353,773 shares; 2025Q2: 347,791 shares; 2025Q3: 353,581 shares; 2025Q4: 353,540 shares; 2026Q1: 353,164 shares; 2026Q2: 352,141 shares 352,141 $14.5M 0.12% -1,023 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: 10,354 shares; 2024Q4: 12,536 shares; 2025Q1: 28,241 shares; 2025Q2: 23,580 shares; 2025Q3: 15,653 shares; 2025Q4: 25,890 shares; 2026Q1: 23,751 shares; 2026Q2: 23,285 shares 23,285 $13.5M 0.11% -466 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,793 shares; 2024Q4: 160,996 shares; 2025Q1: 174,496 shares; 2025Q2: 433,163 shares; 2025Q3: 726,967 shares; 2025Q4: 184,037 shares; 2026Q1: 127,314 shares; 2026Q2: 172,534 shares 172,534 $13.4M 0.11% +45,220 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,117 shares; 2024Q4: 26,600 shares; 2025Q1: 26,063 shares; 2025Q2: 56,327 shares; 2025Q3: 48,984 shares; 2025Q4: 65,310 shares; 2026Q1: 67,051 shares; 2026Q2: 65,475 shares 65,475 $13.1M 0.11% -1,576 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,484 shares; 2024Q4: 225,125 shares; 2025Q1: 249,359 shares; 2025Q2: 273,069 shares; 2025Q3: 211,555 shares; 2025Q4: 275,440 shares; 2026Q1: 271,523 shares; 2026Q2: 257,236 shares 257,236 $13M 0.11% -14,287 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,486 shares; 2024Q4: 52,746 shares; 2025Q1: 55,053 shares; 2025Q2: 53,975 shares; 2025Q3: 26,720 shares; 2025Q4: 59,585 shares; 2026Q1: 56,411 shares; 2026Q2: 58,237 shares 58,237 $12.9M 0.11% +1,826 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,193 shares; 2024Q4: 89,055 shares; 2025Q1: 100,852 shares; 2025Q2: 123,199 shares; 2025Q3: 22,648 shares; 2025Q4: 149,255 shares; 2026Q1: 165,009 shares; 2026Q2: 172,349 shares 172,349 $12.6M 0.11% +7,340 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,327 shares; 2025Q1: 4,543 shares; 2025Q2: 3,015 shares; 2025Q3: 10,107 shares; 2025Q4: 7,919 shares; 2026Q1: 131,179 shares; 2026Q2: 139,571 shares 139,571 $12.6M 0.11% +8,392 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,025 shares; 2024Q4: 475,952 shares; 2025Q1: 483,606 shares; 2025Q2: 465,954 shares; 2025Q3: 483,064 shares; 2025Q4: not reported; 2026Q1: 496,958 shares; 2026Q2: 492,206 shares 492,206 $12.5M 0.11% -4,752 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,914 shares; 2024Q4: 49,696 shares; 2025Q1: 61,977 shares; 2025Q2: 126,355 shares; 2025Q3: 100,473 shares; 2025Q4: 181,985 shares; 2026Q1: 251,740 shares; 2026Q2: 252,064 shares 252,064 $12.5M 0.11% +324 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: 12,815 shares; 2024Q4: 20,812 shares; 2025Q1: 23,590 shares; 2025Q2: 22,106 shares; 2025Q3: 27,445 shares; 2025Q4: 24,822 shares; 2026Q1: 28,235 shares; 2026Q2: 35,062 shares 35,062 $12.4M 0.1% +6,827 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,185 shares; 2024Q4: 38,738 shares; 2025Q1: 189,346 shares; 2025Q2: 204,617 shares; 2025Q3: 405,736 shares; 2025Q4: 235,939 shares; 2026Q1: 253,718 shares; 2026Q2: 271,396 shares 271,396 $12.3M 0.1% +17,678 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: 52,843 shares; 2024Q4: 68,904 shares; 2025Q1: 82,737 shares; 2025Q2: 70,953 shares; 2025Q3: 84,230 shares; 2025Q4: 72,618 shares; 2026Q1: 97,599 shares; 2026Q2: 104,857 shares 104,857 $12.3M 0.1% +7,258 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,990 shares; 2024Q4: 53,632 shares; 2025Q1: 57,048 shares; 2025Q2: 56,575 shares; 2025Q3: 69,742 shares; 2025Q4: 69,339 shares; 2026Q1: 64,382 shares; 2026Q2: 73,684 shares 73,684 $12.2M 0.1% +9,302 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: 10,242 shares; 2024Q4: 15,613 shares; 2025Q1: 20,892 shares; 2025Q2: 25,617 shares; 2025Q3: 33,496 shares; 2025Q4: 31,252 shares; 2026Q1: 34,113 shares; 2026Q2: 32,563 shares 32,563 $12.2M 0.1% -1,550 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,711 shares; 2024Q4: 26,775 shares; 2025Q1: 34,038 shares; 2025Q2: 60,241 shares; 2025Q3: 64,576 shares; 2025Q4: 49,793 shares; 2026Q1: 49,099 shares; 2026Q2: 56,909 shares 56,909 $12.1M 0.1% +7,810 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,931 shares; 2024Q4: 52,448 shares; 2025Q1: 47,028 shares; 2025Q2: 95,156 shares; 2025Q3: 248,225 shares; 2025Q4: 210,932 shares; 2026Q1: 238,540 shares; 2026Q2: 305,126 shares 305,126 $12.1M 0.1% +66,586 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,350 shares; 2024Q4: 101,239 shares; 2025Q1: 100,551 shares; 2025Q2: 100,450 shares; 2025Q3: 99,481 shares; 2025Q4: 1,807 shares; 2026Q1: 94,670 shares; 2026Q2: 102,190 shares 102,190 $12M 0.1% +7,520 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: 37,582 shares; 2024Q4: 33,204 shares; 2025Q1: 40,511 shares; 2025Q2: 45,181 shares; 2025Q3: 55,102 shares; 2025Q4: 62,134 shares; 2026Q1: 50,577 shares; 2026Q2: 47,169 shares 47,169 $12M 0.1% -3,408 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: 56,635 shares; 2024Q4: 61,992 shares; 2025Q1: 175,694 shares; 2025Q2: 195,714 shares; 2025Q3: 137,635 shares; 2025Q4: 97,343 shares; 2026Q1: 428,799 shares; 2026Q2: 451,563 shares 451,563 $11.8M 0.1% +22,764 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,651 shares; 2024Q4: 30,692 shares; 2025Q1: 32,683 shares; 2025Q2: 34,421 shares; 2025Q3: 30,374 shares; 2025Q4: 31,654 shares; 2026Q1: 31,479 shares; 2026Q2: 32,030 shares 32,030 $11.7M 0.1% +551 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; 2024Q3: 88,082 shares; 2024Q4: 81,318 shares; 2025Q1: 83,912 shares; 2025Q2: 160,398 shares; 2025Q3: 237,196 shares; 2025Q4: 101,252 shares; 2026Q1: 100,567 shares; 2026Q2: 135,531 shares 135,531 $11.4M 0.1% +34,964 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,156 shares; 2024Q4: 13,124 shares; 2025Q1: 12,980 shares; 2025Q2: 15,807 shares; 2025Q3: 20,464 shares; 2025Q4: 19,574 shares; 2026Q1: 20,779 shares; 2026Q2: 23,724 shares 23,724 $11.3M 0.1% +2,945 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,311 shares; 2024Q4: 52,431 shares; 2025Q1: 74,032 shares; 2025Q2: 72,899 shares; 2025Q3: 89,337 shares; 2025Q4: 40,650 shares; 2026Q1: 156,565 shares; 2026Q2: 140,816 shares 140,816 $11.1M 0.09% -15,749 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: 38,280 shares; 2024Q4: 44,894 shares; 2025Q1: 57,510 shares; 2025Q2: 75,774 shares; 2025Q3: 104,148 shares; 2025Q4: 107,183 shares; 2026Q1: 97,724 shares; 2026Q2: 86,089 shares 86,089 $11.1M 0.09% -11,635 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: 6,087 shares; 2024Q4: 139,871 shares; 2025Q1: 151,414 shares; 2025Q2: 15,571 shares; 2025Q3: 102,602 shares; 2025Q4: not reported; 2026Q1: 34,395 shares; 2026Q2: 109,807 shares 109,807 $11.1M 0.09% +75,412 Timeline SLYV 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: 99,754 shares; 2024Q4: 114,047 shares; 2025Q1: 105,923 shares; 2025Q2: 101,732 shares; 2025Q3: 33,463 shares; 2025Q4: 98,476 shares; 2026Q1: 96,522 shares; 2026Q2: 99,910 shares 99,910 $10.9M 0.09% +3,388 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,498 shares; 2024Q4: 22,923 shares; 2025Q1: 29,353 shares; 2025Q2: 31,747 shares; 2025Q3: 31,259 shares; 2025Q4: 49,094 shares; 2026Q1: 41,509 shares; 2026Q2: 42,534 shares 42,534 $10.5M 0.09% +1,025 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: 2,459 shares; 2024Q4: 3,313 shares; 2025Q1: 5,911 shares; 2025Q2: 6,988 shares; 2025Q3: 8,778 shares; 2025Q4: 8,513 shares; 2026Q1: 9,593 shares; 2026Q2: 8,884 shares 8,884 $10.4M 0.09% -709 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,142 shares; 2024Q4: 22,887 shares; 2025Q1: 33,168 shares; 2025Q2: 35,916 shares; 2025Q3: 54,403 shares; 2025Q4: 65,550 shares; 2026Q1: 55,615 shares; 2026Q2: 65,154 shares 65,154 $10.3M 0.09% +9,539 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: 11,850 shares; 2025Q1: 14,012 shares; 2025Q2: 12,047 shares; 2025Q3: 19,699 shares; 2025Q4: 18,907 shares; 2026Q1: 23,853 shares; 2026Q2: 23,233 shares 23,233 $10.1M 0.09% -620 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,467 shares; 2024Q4: 282,328 shares; 2025Q1: 302,952 shares; 2025Q2: 284,373 shares; 2025Q3: 223,478 shares; 2025Q4: 282,098 shares; 2026Q1: 252,279 shares; 2026Q2: 240,537 shares 240,537 $10.1M 0.09% -11,742 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: 33,925 shares; 2024Q4: 37,396 shares; 2025Q1: 34,272 shares; 2025Q2: 35,234 shares; 2025Q3: 36,230 shares; 2025Q4: 50,223 shares; 2026Q1: 31,909 shares; 2026Q2: 39,485 shares 39,485 $9.94M 0.08% +7,576 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: 19,839 shares; 2024Q4: 29,607 shares; 2025Q1: 29,318 shares; 2025Q2: 29,467 shares; 2025Q3: 31,514 shares; 2025Q4: 31,702 shares; 2026Q1: 35,368 shares; 2026Q2: 34,668 shares 34,668 $9.75M 0.08% -700 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: 4,176 shares; 2024Q4: 9,755 shares; 2025Q1: 10,833 shares; 2025Q2: 7,552 shares; 2025Q3: 7,851 shares; 2025Q4: 4,829 shares; 2026Q1: 8,503 shares; 2026Q2: 10,259 shares 10,259 $9.6M 0.08% +1,756 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,793 shares; 2025Q4: 9,214 shares; 2026Q1: 69,263 shares; 2026Q2: 56,977 shares 56,977 $9.32M 0.08% -12,286 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: 505 shares; 2025Q1: 1,659 shares; 2025Q2: 3,557 shares; 2025Q3: 4,907 shares; 2025Q4: 5,319 shares; 2026Q1: 6,057 shares; 2026Q2: 4,624 shares 4,624 $9.17M 0.08% -1,433 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,479 shares; 2024Q4: 80,023 shares; 2025Q1: 84,114 shares; 2025Q2: 93,744 shares; 2025Q3: 122,901 shares; 2025Q4: 92,206 shares; 2026Q1: 50,272 shares; 2026Q2: 111,022 shares 111,022 $9.13M 0.08% +60,750 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 305,342 shares; 2026Q2: 336,206 shares 336,206 $8.92M 0.08% +30,864 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,713 shares; 2024Q4: 90,185 shares; 2025Q1: 156,258 shares; 2025Q2: 191,533 shares; 2025Q3: 292,632 shares; 2025Q4: 125,238 shares; 2026Q1: 153,104 shares; 2026Q2: 121,258 shares 121,258 $8.9M 0.08% -31,846 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; 2024Q3: 4,436 shares; 2024Q4: 4,477 shares; 2025Q1: 5,294 shares; 2025Q2: 5,206 shares; 2025Q3: 5,351 shares; 2025Q4: 6,541 shares; 2026Q1: 6,364 shares; 2026Q2: 74,342 shares 74,342 $8.89M 0.08% +67,978 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,170 shares; 2024Q4: 70,536 shares; 2025Q1: 78,604 shares; 2025Q2: 70,669 shares; 2025Q3: 118,657 shares; 2025Q4: 102,488 shares; 2026Q1: 115,064 shares; 2026Q2: 112,574 shares 112,574 $8.68M 0.07% -2,490 Timeline VCIT 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: 11,278 shares; 2024Q4: 7,166 shares; 2025Q1: 9,063 shares; 2025Q2: 7,972 shares; 2025Q3: 2,638 shares; 2025Q4: not reported; 2026Q1: 86,354 shares; 2026Q2: 104,351 shares 104,351 $8.62M 0.07% +17,997 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,571 shares; 2024Q4: 31,803 shares; 2025Q1: 27,465 shares; 2025Q2: 40,423 shares; 2025Q3: 42,412 shares; 2025Q4: 59,028 shares; 2026Q1: 61,502 shares; 2026Q2: 61,809 shares 61,809 $8.5M 0.07% +307 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: 10,562 shares; 2024Q4: 10,402 shares; 2025Q1: 11,836 shares; 2025Q2: 12,429 shares; 2025Q3: 12,628 shares; 2025Q4: 17,530 shares; 2026Q1: 18,942 shares; 2026Q2: 16,577 shares 16,577 $8.45M 0.07% -2,365 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,821 shares; 2024Q4: 27,292 shares; 2025Q1: 51,618 shares; 2025Q2: 61,171 shares; 2025Q3: 164,377 shares; 2025Q4: 95,707 shares; 2026Q1: 111,578 shares; 2026Q2: 135,710 shares 135,710 $8.44M 0.07% +24,132 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: 61,418 shares; 2024Q4: 81,708 shares; 2025Q1: 103,100 shares; 2025Q2: 104,102 shares; 2025Q3: 157,898 shares; 2025Q4: 131,428 shares; 2026Q1: 136,336 shares; 2026Q2: 184,872 shares 184,872 $8.34M 0.07% +48,536 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: 9,660 shares; 2025Q3: 10,270 shares; 2025Q4: 17,672 shares; 2026Q1: 19,525 shares; 2026Q2: 13,005 shares 13,005 $8.31M 0.07% -6,520 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: 31,773 shares; 2024Q4: 45,756 shares; 2025Q1: 52,728 shares; 2025Q2: 48,914 shares; 2025Q3: 63,800 shares; 2025Q4: 61,532 shares; 2026Q1: 68,228 shares; 2026Q2: 55,380 shares 55,380 $8.12M 0.07% -12,848 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,559 shares; 2024Q4: 29,902 shares; 2025Q1: 29,473 shares; 2025Q2: 28,686 shares; 2025Q3: 43,988 shares; 2025Q4: 31,590 shares; 2026Q1: 31,433 shares; 2026Q2: 72,992 shares 72,992 $8.04M 0.07% +41,559 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,171 shares; 2024Q4: 56,159 shares; 2025Q1: 75,831 shares; 2025Q2: 48,694 shares; 2025Q3: 44,343 shares; 2025Q4: 9,459 shares; 2026Q1: 69,954 shares; 2026Q2: 74,353 shares 74,353 $8M 0.07% +4,399 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,296 shares; 2024Q4: 23,975 shares; 2025Q1: 24,001 shares; 2025Q2: 25,117 shares; 2025Q3: 8,687 shares; 2025Q4: 23,260 shares; 2026Q1: 23,481 shares; 2026Q2: 58,544 shares 58,544 $8M 0.07% +35,063 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: 92,790 shares; 2024Q4: 122,234 shares; 2025Q1: 136,846 shares; 2025Q2: 117,589 shares; 2025Q3: 161,141 shares; 2025Q4: 134,691 shares; 2026Q1: 128,519 shares; 2026Q2: 139,558 shares 139,558 $7.95M 0.07% +11,039 Timeline SPYV 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: 63,756 shares; 2024Q4: 122,353 shares; 2025Q1: 124,453 shares; 2025Q2: 123,397 shares; 2025Q3: 121,641 shares; 2025Q4: 117,471 shares; 2026Q1: 121,597 shares; 2026Q2: 128,853 shares 128,853 $7.83M 0.07% +7,256 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: 23,426 shares; 2024Q4: 25,327 shares; 2025Q1: 28,972 shares; 2025Q2: 30,279 shares; 2025Q3: 36,904 shares; 2025Q4: 33,152 shares; 2026Q1: 29,920 shares; 2026Q2: 43,282 shares 43,282 $7.83M 0.07% +13,362 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49,383 shares; 2025Q1: 49,152 shares; 2025Q2: not reported; 2025Q3: 37,212 shares; 2025Q4: not reported; 2026Q1: 19,806 shares; 2026Q2: 76,988 shares 76,988 $7.8M 0.07% +57,182 Timeline MGK 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: 15,754 shares; 2024Q4: 16,046 shares; 2025Q1: 19,488 shares; 2025Q2: 19,477 shares; 2025Q3: 22,711 shares; 2025Q4: 19,292 shares; 2026Q1: 19,237 shares; 2026Q2: 88,161 shares 88,161 $7.75M 0.07% +68,924 Timeline SPHB 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,193 shares; 2025Q3: 28,645 shares; 2025Q4: 20,737 shares; 2026Q1: 28,782 shares; 2026Q2: 49,302 shares 49,302 $7.67M 0.07% +20,520 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: 4,631 shares; 2024Q4: 5,968 shares; 2025Q1: 7,702 shares; 2025Q2: 8,131 shares; 2025Q3: not reported; 2025Q4: 9,615 shares; 2026Q1: 9,849 shares; 2026Q2: 10,463 shares 10,463 $7.56M 0.06% +614 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,012 shares; 2024Q4: 150,161 shares; 2025Q1: 143,569 shares; 2025Q2: 143,461 shares; 2025Q3: 142,038 shares; 2025Q4: not reported; 2026Q1: 130,858 shares; 2026Q2: 133,657 shares 133,657 $7.55M 0.06% +2,799 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: 6,894 shares; 2024Q4: 10,832 shares; 2025Q1: 13,347 shares; 2025Q2: 9,185 shares; 2025Q3: 16,437 shares; 2025Q4: 11,962 shares; 2026Q1: 11,809 shares; 2026Q2: 17,805 shares 17,805 $7.4M 0.06% +5,996 Timeline DFIS 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: 99,768 shares; 2024Q4: 108,644 shares; 2025Q1: 141,280 shares; 2025Q2: 139,914 shares; 2025Q3: 156,804 shares; 2025Q4: 185,532 shares; 2026Q1: 204,640 shares; 2026Q2: 210,505 shares 210,505 $7.37M 0.06% +5,865 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: 29,379 shares; 2024Q4: 37,498 shares; 2025Q1: 39,050 shares; 2025Q2: 45,129 shares; 2025Q3: 59,387 shares; 2025Q4: 49,048 shares; 2026Q1: 50,660 shares; 2026Q2: 49,114 shares 49,114 $7.2M 0.06% -1,546 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 23,520 shares; 2025Q4: 14,174 shares; 2026Q1: 22,413 shares; 2026Q2: 25,052 shares 25,052 $7.17M 0.06% +2,639 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: 3,616 shares; 2024Q4: 17,515 shares; 2025Q1: 17,845 shares; 2025Q2: 11,264 shares; 2025Q3: 13,958 shares; 2025Q4: 8,998 shares; 2026Q1: 14,422 shares; 2026Q2: 23,836 shares 23,836 $7.11M 0.06% +9,414 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,124 shares; 2024Q4: 20,470 shares; 2025Q1: 23,547 shares; 2025Q2: 24,043 shares; 2025Q3: 24,153 shares; 2025Q4: 27,014 shares; 2026Q1: 27,332 shares; 2026Q2: 23,505 shares 23,505 $7.06M 0.06% -3,827 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,587 shares; 2024Q4: 81,985 shares; 2025Q1: 85,934 shares; 2025Q2: 83,527 shares; 2025Q3: 58,170 shares; 2025Q4: 80,578 shares; 2026Q1: 76,947 shares; 2026Q2: 73,656 shares 73,656 $7.03M 0.06% -3,291 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: 30,651 shares; 2024Q4: 22,913 shares; 2025Q1: 24,831 shares; 2025Q2: 19,826 shares; 2025Q3: 18,482 shares; 2025Q4: 19,170 shares; 2026Q1: 19,320 shares; 2026Q2: 16,444 shares 16,444 $7.01M 0.06% -2,876 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: 12,758 shares; 2024Q4: 17,569 shares; 2025Q1: 26,483 shares; 2025Q2: 9,026 shares; 2025Q3: 33,428 shares; 2025Q4: 29,957 shares; 2026Q1: 24,068 shares; 2026Q2: 36,822 shares 36,822 $6.99M 0.06% +12,754 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,761 shares; 2024Q4: 25,912 shares; 2025Q1: 32,321 shares; 2025Q2: 35,777 shares; 2025Q3: 81,891 shares; 2025Q4: 48,615 shares; 2026Q1: 29,300 shares; 2026Q2: 73,360 shares 73,360 $6.95M 0.06% +44,060 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,845 shares; 2024Q4: 150,146 shares; 2025Q1: 148,776 shares; 2025Q2: 136,531 shares; 2025Q3: 129,800 shares; 2025Q4: not reported; 2026Q1: 135,459 shares; 2026Q2: 134,362 shares 134,362 $6.9M 0.06% -1,097 Timeline FNRN FIRST NORTHN CMNTY BANCORP More: the full row for FIRST NORTHN CMNTY BANCORP 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: 383,690 shares 383,690 $6.88M 0.06% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,634 shares; 2024Q4: 88,063 shares; 2025Q1: 112,952 shares; 2025Q2: 114,583 shares; 2025Q3: 127,589 shares; 2025Q4: 111,785 shares; 2026Q1: 104,385 shares; 2026Q2: 98,766 shares 98,766 $6.76M 0.06% -5,619 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,194 shares; 2024Q4: 32,954 shares; 2025Q1: 36,673 shares; 2025Q2: 58,229 shares; 2025Q3: 88,228 shares; 2025Q4: 34,264 shares; 2026Q1: 33,841 shares; 2026Q2: 43,583 shares 43,583 $6.72M 0.06% +9,742 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,558 shares; 2024Q4: 4,353 shares; 2025Q1: 14,697 shares; 2025Q2: 15,718 shares; 2025Q3: 28,236 shares; 2025Q4: 20,565 shares; 2026Q1: 11,114 shares; 2026Q2: 18,907 shares 18,907 $6.7M 0.06% +7,793 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: 10,141 shares; 2024Q4: 11,176 shares; 2025Q1: 12,085 shares; 2025Q2: 13,199 shares; 2025Q3: 8,859 shares; 2025Q4: 14,954 shares; 2026Q1: 15,287 shares; 2026Q2: 12,935 shares 12,935 $6.64M 0.06% -2,352 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,333 shares; 2024Q4: 81,576 shares; 2025Q1: 85,595 shares; 2025Q2: 80,861 shares; 2025Q3: 101,591 shares; 2025Q4: 105,180 shares; 2026Q1: 72,643 shares; 2026Q2: 47,933 shares 47,933 $6.49M 0.06% -24,710 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,496 shares; 2024Q4: 8,877 shares; 2025Q1: 14,700 shares; 2025Q2: 13,240 shares; 2025Q3: 24,440 shares; 2025Q4: 12,922 shares; 2026Q1: 12,512 shares; 2026Q2: 9,224 shares 9,224 $6.49M 0.05% -3,288 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,949 shares; 2025Q3: 17,967 shares; 2025Q4: 13,577 shares; 2026Q1: 20,100 shares; 2026Q2: 35,065 shares 35,065 $6.49M 0.05% +14,965 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,752 shares; 2024Q4: 52,402 shares; 2025Q1: 51,506 shares; 2025Q2: 49,956 shares; 2025Q3: 53,817 shares; 2025Q4: 51,584 shares; 2026Q1: 42,618 shares; 2026Q2: 43,870 shares 43,870 $6.42M 0.05% +1,252 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,406 shares; 2025Q1: 12,739 shares; 2025Q2: 13,726 shares; 2025Q3: 73,210 shares; 2025Q4: 44,919 shares; 2026Q1: 79,533 shares; 2026Q2: 130,063 shares 130,063 $6.29M 0.05% +50,530 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST 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: 221,603 shares 221,603 $6.22M 0.05% new 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: 3,444 shares; 2024Q4: 10,823 shares; 2025Q1: 18,703 shares; 2025Q2: 21,049 shares; 2025Q3: 26,501 shares; 2025Q4: 22,341 shares; 2026Q1: 17,175 shares; 2026Q2: 18,160 shares 18,160 $6.19M 0.05% +985 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: 6,654 shares; 2024Q4: 6,187 shares; 2025Q1: 6,289 shares; 2025Q2: 6,882 shares; 2025Q3: 777 shares; 2025Q4: 7,807 shares; 2026Q1: 10,088 shares; 2026Q2: 9,693 shares 9,693 $6.15M 0.05% -395 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,333 shares; 2026Q2: 75,743 shares 75,743 $5.85M 0.05% +5,410 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 93,073 shares; 2025Q1: 99,580 shares; 2025Q2: 249,449 shares; 2025Q3: 415,994 shares; 2025Q4: 93,081 shares; 2026Q1: 87,781 shares; 2026Q2: 89,129 shares 89,129 $5.85M 0.05% +1,348 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: 44,673 shares; 2024Q4: 49,050 shares; 2025Q1: 50,862 shares; 2025Q2: 46,517 shares; 2025Q3: 58,996 shares; 2025Q4: 50,623 shares; 2026Q1: 56,558 shares; 2026Q2: 69,083 shares 69,083 $5.71M 0.05% +12,525 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,451 shares; 2024Q4: 12,824 shares; 2025Q1: 13,441 shares; 2025Q2: 19,148 shares; 2025Q3: 30,162 shares; 2025Q4: 15,814 shares; 2026Q1: 10,266 shares; 2026Q2: 69,642 shares 69,642 $5.61M 0.05% +59,376 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,143 shares; 2024Q4: 15,015 shares; 2025Q1: 15,227 shares; 2025Q2: 15,328 shares; 2025Q3: 19,317 shares; 2025Q4: 23,170 shares; 2026Q1: 18,559 shares; 2026Q2: 24,581 shares 24,581 $5.58M 0.05% +6,022 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,719 shares; 2024Q4: 24,004 shares; 2025Q1: 77,708 shares; 2025Q2: 80,916 shares; 2025Q3: 115,614 shares; 2025Q4: 51,440 shares; 2026Q1: 73,489 shares; 2026Q2: 73,909 shares 73,909 $5.58M 0.05% +420 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,057 shares; 2024Q4: 67,443 shares; 2025Q1: 69,628 shares; 2025Q2: 69,818 shares; 2025Q3: 76,877 shares; 2025Q4: 103,001 shares; 2026Q1: 101,760 shares; 2026Q2: 98,669 shares 98,669 $5.58M 0.05% -3,091 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: 44,413 shares; 2024Q4: 27,054 shares; 2025Q1: 29,218 shares; 2025Q2: 31,097 shares; 2025Q3: 71,437 shares; 2025Q4: 134,307 shares; 2026Q1: 122,407 shares; 2026Q2: 96,478 shares 96,478 $5.56M 0.05% -25,929 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,534 shares; 2024Q4: 4,833 shares; 2025Q1: 6,998 shares; 2025Q2: 4,466 shares; 2025Q3: 15,805 shares; 2025Q4: 17,173 shares; 2026Q1: 17,547 shares; 2026Q2: 15,973 shares 15,973 $5.44M 0.05% -1,574 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: 6,391 shares; 2024Q4: 39,730 shares; 2025Q1: 39,843 shares; 2025Q2: 39,187 shares; 2025Q3: 42,403 shares; 2025Q4: 41,812 shares; 2026Q1: 33,885 shares; 2026Q2: 33,039 shares 33,039 $5.44M 0.05% -846 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: 22,537 shares; 2024Q4: 26,142 shares; 2025Q1: 30,533 shares; 2025Q2: 33,684 shares; 2025Q3: 47,292 shares; 2025Q4: 76,782 shares; 2026Q1: 74,646 shares; 2026Q2: 46,336 shares 46,336 $5.41M 0.05% -28,310 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: 19,103 shares; 2024Q4: 19,501 shares; 2025Q1: 22,062 shares; 2025Q2: 23,014 shares; 2025Q3: 31,064 shares; 2025Q4: 31,796 shares; 2026Q1: 37,771 shares; 2026Q2: 35,323 shares 35,323 $5.35M 0.05% -2,448 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,979 shares; 2025Q2: 16,450 shares; 2025Q3: 29,316 shares; 2025Q4: 28,323 shares; 2026Q1: 27,874 shares; 2026Q2: 124,971 shares 124,971 $5.33M 0.05% +97,097 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: 64,436 shares; 2024Q4: 173,827 shares; 2025Q1: 197,812 shares; 2025Q2: 216,044 shares; 2025Q3: 170,873 shares; 2025Q4: 195,006 shares; 2026Q1: 164,981 shares; 2026Q2: 180,256 shares 180,256 $5.22M 0.04% +15,275 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,974 shares; 2024Q4: 9,441 shares; 2025Q1: 12,151 shares; 2025Q2: 11,721 shares; 2025Q3: 31,009 shares; 2025Q4: 28,823 shares; 2026Q1: 31,183 shares; 2026Q2: 30,361 shares 30,361 $5.13M 0.04% -822 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; 2024Q3: 39,584 shares; 2024Q4: 64,978 shares; 2025Q1: 69,919 shares; 2025Q2: 64,653 shares; 2025Q3: 52,513 shares; 2025Q4: 55,410 shares; 2026Q1: 62,349 shares; 2026Q2: 62,971 shares 62,971 $5.12M 0.04% +622 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,156 shares; 2024Q4: 147,826 shares; 2025Q1: 150,787 shares; 2025Q2: 148,999 shares; 2025Q3: 19,117 shares; 2025Q4: 12,622 shares; 2026Q1: 152,890 shares; 2026Q2: 152,379 shares 152,379 $5.1M 0.04% -511 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL 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: 10,323 shares; 2026Q2: 136,736 shares 136,736 $5.08M 0.04% +126,413 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: 420 shares; 2024Q4: 1,079 shares; 2025Q1: 1,251 shares; 2025Q2: 1,477 shares; 2025Q3: 1,705 shares; 2025Q4: 1,655 shares; 2026Q1: 2,458 shares; 2026Q2: 2,539 shares 2,539 $5.05M 0.04% +81 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,397 shares; 2024Q4: 19,638 shares; 2025Q1: 24,262 shares; 2025Q2: 19,543 shares; 2025Q3: 25,923 shares; 2025Q4: 19,470 shares; 2026Q1: 17,887 shares; 2026Q2: 20,486 shares 20,486 $4.97M 0.04% +2,599 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,546 shares; 2024Q4: 10,893 shares; 2025Q1: 19,423 shares; 2025Q2: 19,808 shares; 2025Q3: 23,015 shares; 2025Q4: 35,404 shares; 2026Q1: 30,170 shares; 2026Q2: 30,281 shares 30,281 $4.96M 0.04% +111 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,280 shares; 2024Q4: 40,897 shares; 2025Q1: 47,329 shares; 2025Q2: 52,613 shares; 2025Q3: 92,429 shares; 2025Q4: 41,564 shares; 2026Q1: 81,092 shares; 2026Q2: 94,318 shares 94,318 $4.91M 0.04% +13,226 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,917 shares; 2024Q4: 58,564 shares; 2025Q1: 52,186 shares; 2025Q2: 45,724 shares; 2025Q3: 60,900 shares; 2025Q4: 54,978 shares; 2026Q1: 42,104 shares; 2026Q2: 68,094 shares 68,094 $4.9M 0.04% +25,990 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,859 shares; 2024Q4: 17,850 shares; 2025Q1: 76,032 shares; 2025Q2: 83,453 shares; 2025Q3: 160,699 shares; 2025Q4: 91,358 shares; 2026Q1: 96,407 shares; 2026Q2: 103,609 shares 103,609 $4.89M 0.04% +7,202 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,717 shares; 2024Q4: 11,079 shares; 2025Q1: 14,819 shares; 2025Q2: 13,396 shares; 2025Q3: 13,819 shares; 2025Q4: 20,535 shares; 2026Q1: 19,613 shares; 2026Q2: 22,528 shares 22,528 $4.88M 0.04% +2,915 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,798 shares; 2024Q4: 84,827 shares; 2025Q1: 83,375 shares; 2025Q2: 73,526 shares; 2025Q3: 85,119 shares; 2025Q4: 36,452 shares; 2026Q1: 65,728 shares; 2026Q2: 58,794 shares 58,794 $4.83M 0.04% -6,934 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,754 shares; 2024Q4: 9,436 shares; 2025Q1: 12,636 shares; 2025Q2: 12,541 shares; 2025Q3: 17,026 shares; 2025Q4: 11,293 shares; 2026Q1: 5,004 shares; 2026Q2: 11,267 shares 11,267 $4.8M 0.04% +6,263 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: 15,988 shares; 2024Q4: 12,466 shares; 2025Q1: 20,350 shares; 2025Q2: 28,119 shares; 2025Q3: 27,331 shares; 2025Q4: 28,678 shares; 2026Q1: 29,797 shares; 2026Q2: 18,717 shares 18,717 $4.78M 0.04% -11,080 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: 8,282 shares; 2025Q4: 6,283 shares; 2026Q1: 4,626 shares; 2026Q2: 2,100 shares 2,100 $4.78M 0.04% -2,526 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: 15,091 shares; 2024Q4: 22,123 shares; 2025Q1: 17,844 shares; 2025Q2: 12,936 shares; 2025Q3: 14,185 shares; 2025Q4: 14,885 shares; 2026Q1: 16,070 shares; 2026Q2: 17,460 shares 17,460 $4.75M 0.04% +1,390 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: 2,553 shares; 2025Q3: 1,051 shares; 2025Q4: 3,284 shares; 2026Q1: 2,258 shares; 2026Q2: 4,859 shares 4,859 $4.69M 0.04% +2,601 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,610 shares; 2025Q1: 4,537 shares; 2025Q2: 7,377 shares; 2025Q3: 921 shares; 2025Q4: 13,134 shares; 2026Q1: 14,636 shares; 2026Q2: 15,432 shares 15,432 $4.68M 0.04% +796 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,094 shares; 2024Q4: 28,705 shares; 2025Q1: 22,098 shares; 2025Q2: 33,497 shares; 2025Q3: 9,355 shares; 2025Q4: 70,985 shares; 2026Q1: 68,652 shares; 2026Q2: 68,728 shares 68,728 $4.67M 0.04% +76 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,142 shares; 2024Q4: 75,484 shares; 2025Q1: 97,184 shares; 2025Q2: 94,348 shares; 2025Q3: 170,113 shares; 2025Q4: 95,256 shares; 2026Q1: not reported; 2026Q2: 97,860 shares 97,860 $4.65M 0.04% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,080 shares; 2024Q4: 4,811 shares; 2025Q1: 5,249 shares; 2025Q2: 4,467 shares; 2025Q3: 4,973 shares; 2025Q4: 55,345 shares; 2026Q1: 74,877 shares; 2026Q2: 64,982 shares 64,982 $4.64M 0.04% -9,895 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,129 shares; 2024Q4: 3,226 shares; 2025Q1: 4,652 shares; 2025Q2: 9,679 shares; 2025Q3: 11,906 shares; 2025Q4: 12,926 shares; 2026Q1: 16,700 shares; 2026Q2: 13,850 shares 13,850 $4.64M 0.04% -2,850 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 529,036 shares; 2025Q1: 431,831 shares; 2025Q2: 239,402 shares; 2025Q3: 210,124 shares; 2025Q4: not reported; 2026Q1: 198,732 shares; 2026Q2: 200,094 shares 200,094 $4.63M 0.04% +1,362 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,963 shares; 2024Q4: 51,536 shares; 2025Q1: 43,836 shares; 2025Q2: 67,162 shares; 2025Q3: 124,029 shares; 2025Q4: 39,171 shares; 2026Q1: 85,761 shares; 2026Q2: 90,777 shares 90,777 $4.59M 0.04% +5,016 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,758 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,737 shares; 2026Q2: 45,718 shares 45,718 $4.59M 0.04% +33,981 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,319 shares; 2024Q4: not reported; 2025Q1: 15,666 shares; 2025Q2: 32,815 shares; 2025Q3: 41,438 shares; 2025Q4: 70,534 shares; 2026Q1: 86,337 shares; 2026Q2: 61,492 shares 61,492 $4.58M 0.04% -24,845 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,365 shares; 2024Q4: 4,480 shares; 2025Q1: 22,588 shares; 2025Q2: 23,067 shares; 2025Q3: 72,737 shares; 2025Q4: 128,349 shares; 2026Q1: 112,697 shares; 2026Q2: 70,327 shares 70,327 $4.51M 0.04% -42,370 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: 91,770 shares; 2024Q4: 121,440 shares; 2025Q1: 114,786 shares; 2025Q2: 102,339 shares; 2025Q3: 135,091 shares; 2025Q4: 110,105 shares; 2026Q1: 101,444 shares; 2026Q2: 106,343 shares 106,343 $4.5M 0.04% +4,899 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,470 shares; 2024Q4: 25,185 shares; 2025Q1: 42,700 shares; 2025Q2: 44,827 shares; 2025Q3: 54,580 shares; 2025Q4: 35,133 shares; 2026Q1: 86,681 shares; 2026Q2: 84,674 shares 84,674 $4.5M 0.04% -2,007 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,475 shares; 2024Q4: 7,463 shares; 2025Q1: 29,002 shares; 2025Q2: 40,233 shares; 2025Q3: 57,812 shares; 2025Q4: 44,382 shares; 2026Q1: 45,689 shares; 2026Q2: 46,437 shares 46,437 $4.48M 0.04% +748 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,640 shares; 2024Q4: 11,250 shares; 2025Q1: 11,772 shares; 2025Q2: 9,997 shares; 2025Q3: 7,376 shares; 2025Q4: 24,172 shares; 2026Q1: 26,604 shares; 2026Q2: 23,437 shares 23,437 $4.47M 0.04% -3,167 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,428 shares; 2024Q4: 55,007 shares; 2025Q1: 50,415 shares; 2025Q2: 48,712 shares; 2025Q3: 41,112 shares; 2025Q4: 2,553 shares; 2026Q1: 38,518 shares; 2026Q2: 41,354 shares 41,354 $4.4M 0.04% +2,836 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: 1,885 shares; 2024Q4: 3,335 shares; 2025Q1: 5,209 shares; 2025Q2: 5,668 shares; 2025Q3: 689 shares; 2025Q4: 4,423 shares; 2026Q1: 5,632 shares; 2026Q2: 5,511 shares 5,511 $4.38M 0.04% -121 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,474 shares; 2024Q4: 11,313 shares; 2025Q1: 11,834 shares; 2025Q2: 11,575 shares; 2025Q3: 12,303 shares; 2025Q4: 53,109 shares; 2026Q1: 65,077 shares; 2026Q2: 57,768 shares 57,768 $4.38M 0.04% -7,309 Timeline JMUB 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: 13,952 shares; 2024Q4: 67,597 shares; 2025Q1: 70,444 shares; 2025Q2: 68,391 shares; 2025Q3: 67,664 shares; 2025Q4: 5,076 shares; 2026Q1: 80,101 shares; 2026Q2: 85,050 shares 85,050 $4.31M 0.04% +4,949 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,527 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,812 shares; 2026Q2: 93,153 shares 93,153 $4.29M 0.04% +8,341 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: 64,521 shares; 2024Q4: 51,554 shares; 2025Q1: 60,429 shares; 2025Q2: 58,730 shares; 2025Q3: 84,811 shares; 2025Q4: 41,136 shares; 2026Q1: 53,385 shares; 2026Q2: 43,194 shares 43,194 $4.28M 0.04% -10,191 Timeline SLYG 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: 14,251 shares; 2024Q4: 55,746 shares; 2025Q1: 52,872 shares; 2025Q2: 50,382 shares; 2025Q3: 51,768 shares; 2025Q4: 45,141 shares; 2026Q1: 32,761 shares; 2026Q2: 35,646 shares 35,646 $4.25M 0.04% +2,885 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,887 shares; 2024Q4: 34,797 shares; 2025Q1: 36,426 shares; 2025Q2: 42,922 shares; 2025Q3: 32,830 shares; 2025Q4: 20,856 shares; 2026Q1: 21,203 shares; 2026Q2: 21,311 shares 21,311 $4.21M 0.04% +108 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; 2024Q3: 8,657 shares; 2024Q4: 20,069 shares; 2025Q1: 10,396 shares; 2025Q2: 9,780 shares; 2025Q3: 11,877 shares; 2025Q4: 3,883 shares; 2026Q1: 10,351 shares; 2026Q2: 11,413 shares 11,413 $4.2M 0.04% +1,062 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,101 shares; 2025Q2: 26,087 shares; 2025Q3: 27,668 shares; 2025Q4: 26,277 shares; 2026Q1: 28,082 shares; 2026Q2: 29,237 shares 29,237 $4.17M 0.04% +1,155 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,367 shares; 2024Q4: 10,138 shares; 2025Q1: 10,242 shares; 2025Q2: 10,440 shares; 2025Q3: 10,564 shares; 2025Q4: 12,392 shares; 2026Q1: 12,404 shares; 2026Q2: 13,623 shares 13,623 $4.17M 0.04% +1,219 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,163 shares; 2024Q4: 2,300 shares; 2025Q1: 3,546 shares; 2025Q2: 6,054 shares; 2025Q3: 3,827 shares; 2025Q4: 9,888 shares; 2026Q1: 15,753 shares; 2026Q2: 16,530 shares 16,530 $4.17M 0.04% +777 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: 10,139 shares; 2024Q4: 9,127 shares; 2025Q1: 34,629 shares; 2025Q2: 49,371 shares; 2025Q3: 63,646 shares; 2025Q4: 58,571 shares; 2026Q1: 62,208 shares; 2026Q2: 53,872 shares 53,872 $4.15M 0.04% -8,336 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,130 shares; 2024Q4: 91,666 shares; 2025Q1: 85,712 shares; 2025Q2: 84,870 shares; 2025Q3: 82,009 shares; 2025Q4: not reported; 2026Q1: 77,362 shares; 2026Q2: 80,526 shares 80,526 $4.15M 0.04% +3,164 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,893 shares; 2024Q4: 44,387 shares; 2025Q1: 71,697 shares; 2025Q2: 66,437 shares; 2025Q3: 148,168 shares; 2025Q4: 83,538 shares; 2026Q1: not reported; 2026Q2: 85,185 shares 85,185 $4.11M 0.03% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,382 shares; 2025Q2: 6,216 shares; 2025Q3: 13,310 shares; 2025Q4: 14,927 shares; 2026Q1: 18,069 shares; 2026Q2: 14,144 shares 14,144 $4.09M 0.03% -3,925 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,083 shares; 2024Q4: 255,567 shares; 2025Q1: 252,723 shares; 2025Q2: 220,986 shares; 2025Q3: 205,336 shares; 2025Q4: not reported; 2026Q1: 189,055 shares; 2026Q2: 167,930 shares 167,930 $4.09M 0.03% -21,125 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,040 shares; 2024Q4: 30,541 shares; 2025Q1: 31,987 shares; 2025Q2: 21,696 shares; 2025Q3: 23,220 shares; 2025Q4: 35,537 shares; 2026Q1: 31,120 shares; 2026Q2: 42,293 shares 42,293 $4.05M 0.03% +11,173 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,513 shares; 2025Q2: 44,129 shares; 2025Q3: 201,955 shares; 2025Q4: 286,061 shares; 2026Q1: 323,721 shares; 2026Q2: 240,451 shares 240,451 $4.04M 0.03% -83,270 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 87,075 shares; 2025Q1: 87,583 shares; 2025Q2: 89,553 shares; 2025Q3: 88,981 shares; 2025Q4: 92,280 shares; 2026Q1: 92,710 shares; 2026Q2: 97,228 shares 97,228 $4.03M 0.03% +4,518 Timeline FNDF 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: 45,904 shares; 2024Q4: 48,507 shares; 2025Q1: 53,510 shares; 2025Q2: 47,785 shares; 2025Q3: 13,472 shares; 2025Q4: 74,102 shares; 2026Q1: 78,141 shares; 2026Q2: 76,191 shares 76,191 $4.02M 0.03% -1,950 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,628 shares; 2025Q1: 10,548 shares; 2025Q2: 10,089 shares; 2025Q3: 20,813 shares; 2025Q4: 25,923 shares; 2026Q1: 36,536 shares; 2026Q2: 28,032 shares 28,032 $4.01M 0.03% -8,504 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,361 shares; 2024Q4: 25,613 shares; 2025Q1: 29,304 shares; 2025Q2: 25,456 shares; 2025Q3: 20,826 shares; 2025Q4: 29,021 shares; 2026Q1: 27,854 shares; 2026Q2: 39,185 shares 39,185 $4.01M 0.03% +11,331 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,737 shares; 2024Q4: 28,878 shares; 2025Q1: 57,148 shares; 2025Q2: 322,564 shares; 2025Q3: 634,648 shares; 2025Q4: 37,016 shares; 2026Q1: 83,346 shares; 2026Q2: 83,714 shares 83,714 $3.97M 0.03% +368 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,628 shares; 2024Q4: 11,041 shares; 2025Q1: 13,315 shares; 2025Q2: 13,444 shares; 2025Q3: 22,600 shares; 2025Q4: 14,374 shares; 2026Q1: 26,521 shares; 2026Q2: 38,810 shares 38,810 $3.96M 0.03% +12,289 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: 16,240 shares; 2024Q4: 18,513 shares; 2025Q1: 29,773 shares; 2025Q2: 27,096 shares; 2025Q3: 38,297 shares; 2025Q4: 33,512 shares; 2026Q1: 36,060 shares; 2026Q2: 28,104 shares 28,104 $3.93M 0.03% -7,956 Timeline VPLS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,850 shares; 2026Q2: 49,818 shares 49,818 $3.86M 0.03% +11,968 Timeline MDYV 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: 4,575 shares; 2024Q4: 27,137 shares; 2025Q1: 24,787 shares; 2025Q2: 19,441 shares; 2025Q3: 20,500 shares; 2025Q4: 19,728 shares; 2026Q1: 17,927 shares; 2026Q2: 40,451 shares 40,451 $3.84M 0.03% +22,524 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: 11,669 shares; 2024Q4: 4,098 shares; 2025Q1: 7,211 shares; 2025Q2: 9,591 shares; 2025Q3: 11,367 shares; 2025Q4: 9,129 shares; 2026Q1: 12,023 shares; 2026Q2: 14,841 shares 14,841 $3.79M 0.03% +2,818 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,494 shares; 2024Q4: 16,222 shares; 2025Q1: 20,127 shares; 2025Q2: 23,341 shares; 2025Q3: 37,519 shares; 2025Q4: 30,283 shares; 2026Q1: 26,618 shares; 2026Q2: 23,357 shares 23,357 $3.78M 0.03% -3,261 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; 2024Q3: 30,791 shares; 2024Q4: 42,815 shares; 2025Q1: 48,218 shares; 2025Q2: 49,820 shares; 2025Q3: 55,272 shares; 2025Q4: 52,375 shares; 2026Q1: 46,518 shares; 2026Q2: 39,145 shares 39,145 $3.77M 0.03% -7,373 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: 2,155 shares; 2024Q4: not reported; 2025Q1: 9,013 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,768 shares; 2026Q1: 11,119 shares; 2026Q2: 7,736 shares 7,736 $3.74M 0.03% -3,383 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: 108,219 shares; 2024Q4: 125,546 shares; 2025Q1: 127,234 shares; 2025Q2: 124,048 shares; 2025Q3: 143,143 shares; 2025Q4: 163,245 shares; 2026Q1: 147,724 shares; 2026Q2: 27,237 shares 27,237 $3.72M 0.03% -120,487 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: 7,073 shares; 2024Q4: 9,054 shares; 2025Q1: 15,331 shares; 2025Q2: 36,351 shares; 2025Q3: 39,478 shares; 2025Q4: 51,188 shares; 2026Q1: 56,126 shares; 2026Q2: 39,756 shares 39,756 $3.72M 0.03% -16,370 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,730 shares; 2024Q4: 63,415 shares; 2025Q1: 67,678 shares; 2025Q2: 71,594 shares; 2025Q3: 92,158 shares; 2025Q4: 72,117 shares; 2026Q1: 19,062 shares; 2026Q2: 71,758 shares 71,758 $3.72M 0.03% +52,696 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,145 shares; 2024Q4: 39,352 shares; 2025Q1: 38,942 shares; 2025Q2: 19,021 shares; 2025Q3: 29,327 shares; 2025Q4: 20,157 shares; 2026Q1: 18,154 shares; 2026Q2: 35,721 shares 35,721 $3.71M 0.03% +17,567 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: 1,637 shares; 2024Q4: 2,504 shares; 2025Q1: 4,507 shares; 2025Q2: 3,744 shares; 2025Q3: 5,339 shares; 2025Q4: 5,568 shares; 2026Q1: 6,188 shares; 2026Q2: 5,201 shares 5,201 $3.71M 0.03% -987 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,489 shares; 2024Q4: 56,984 shares; 2025Q1: 42,646 shares; 2025Q2: 73,999 shares; 2025Q3: 11,093 shares; 2025Q4: 6,223 shares; 2026Q1: 78,812 shares; 2026Q2: 79,105 shares 79,105 $3.65M 0.03% +293 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,767 shares; 2024Q4: 267,729 shares; 2025Q1: 260,362 shares; 2025Q2: 260,878 shares; 2025Q3: 395,899 shares; 2025Q4: 115,820 shares; 2026Q1: 351,710 shares; 2026Q2: 317,422 shares 317,422 $3.61M 0.03% -34,288 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,252 shares; 2025Q3: not reported; 2025Q4: 30,119 shares; 2026Q1: 46,831 shares; 2026Q2: 48,590 shares 48,590 $3.61M 0.03% +1,759 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,161 shares; 2024Q4: 6,190 shares; 2025Q1: 6,344 shares; 2025Q2: 6,895 shares; 2025Q3: 6,137 shares; 2025Q4: 9,553 shares; 2026Q1: 10,177 shares; 2026Q2: 10,512 shares 10,512 $3.6M 0.03% +335 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024 shares; 2024Q4: 966 shares; 2025Q1: 1,647 shares; 2025Q2: 3,944 shares; 2025Q3: 9,265 shares; 2025Q4: 12,926 shares; 2026Q1: 15,032 shares; 2026Q2: 11,354 shares 11,354 $3.56M 0.03% -3,678 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: 102,827 shares; 2024Q4: 124,346 shares; 2025Q1: 144,571 shares; 2025Q2: 149,257 shares; 2025Q3: 155,783 shares; 2025Q4: 197,668 shares; 2026Q1: 121,684 shares; 2026Q2: 145,419 shares 145,419 $3.5M 0.03% +23,735 Timeline GSLC 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: 11,654 shares; 2024Q4: 16,083 shares; 2025Q1: 18,830 shares; 2025Q2: 21,387 shares; 2025Q3: 24,440 shares; 2025Q4: 23,549 shares; 2026Q1: 23,934 shares; 2026Q2: 24,469 shares 24,469 $3.47M 0.03% +535 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: 7,652 shares; 2025Q1: 29,517 shares; 2025Q2: 29,255 shares; 2025Q3: 55,596 shares; 2025Q4: 66,266 shares; 2026Q1: 78,074 shares; 2026Q2: 52,342 shares 52,342 $3.47M 0.03% -25,732 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,248 shares; 2024Q4: 55,381 shares; 2025Q1: 67,493 shares; 2025Q2: 69,971 shares; 2025Q3: 113,188 shares; 2025Q4: 69,684 shares; 2026Q1: 74,212 shares; 2026Q2: 73,955 shares 73,955 $3.44M 0.03% -257 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,528 shares; 2025Q3: 4,933 shares; 2025Q4: 3,721 shares; 2026Q1: 11,177 shares; 2026Q2: 17,907 shares 17,907 $3.43M 0.03% +6,730 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,007 shares; 2024Q4: 35,523 shares; 2025Q1: 50,314 shares; 2025Q2: 37,426 shares; 2025Q3: 44,169 shares; 2025Q4: 46,626 shares; 2026Q1: 39,780 shares; 2026Q2: 32,617 shares 32,617 $3.39M 0.03% -7,163 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,386 shares; 2025Q1: 9,140 shares; 2025Q2: 29,014 shares; 2025Q3: 29,238 shares; 2025Q4: 48,551 shares; 2026Q1: 59,378 shares; 2026Q2: 53,796 shares 53,796 $3.38M 0.03% -5,582 Timeline SCHC 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: 72,994 shares; 2024Q4: 67,755 shares; 2025Q1: 75,338 shares; 2025Q2: 75,205 shares; 2025Q3: 87,358 shares; 2025Q4: 69,440 shares; 2026Q1: 42,828 shares; 2026Q2: 70,116 shares 70,116 $3.37M 0.03% +27,288 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,321 shares; 2024Q4: 15,646 shares; 2025Q1: 28,647 shares; 2025Q2: 34,948 shares; 2025Q3: 63,218 shares; 2025Q4: 16,626 shares; 2026Q1: 97,116 shares; 2026Q2: 100,879 shares 100,879 $3.36M 0.03% +3,763 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,341 shares; 2024Q4: 4,328 shares; 2025Q1: 4,559 shares; 2025Q2: 4,368 shares; 2025Q3: 4,944 shares; 2025Q4: 4,179 shares; 2026Q1: 8,158 shares; 2026Q2: 8,175 shares 8,175 $3.35M 0.03% +17 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: 4,208 shares; 2025Q1: 19,095 shares; 2025Q2: 23,734 shares; 2025Q3: 29,205 shares; 2025Q4: 39,204 shares; 2026Q1: 37,695 shares; 2026Q2: 19,574 shares 19,574 $3.33M 0.03% -18,121 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; 2024Q3: 28,457 shares; 2024Q4: 22,993 shares; 2025Q1: 74,443 shares; 2025Q2: 80,801 shares; 2025Q3: 138,830 shares; 2025Q4: 82,975 shares; 2026Q1: 56,875 shares; 2026Q2: 91,905 shares 91,905 $3.32M 0.03% +35,030 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,148 shares; 2024Q4: not reported; 2025Q1: 11,302 shares; 2025Q2: 17,413 shares; 2025Q3: 19,147 shares; 2025Q4: 16,957 shares; 2026Q1: 22,030 shares; 2026Q2: 22,456 shares 22,456 $3.28M 0.03% +426 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,168 shares; 2025Q1: 10,272 shares; 2025Q2: 16,850 shares; 2025Q3: 19,171 shares; 2025Q4: 18,272 shares; 2026Q1: 16,596 shares; 2026Q2: 12,875 shares 12,875 $3.28M 0.03% -3,721 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,801 shares; 2025Q2: 29,497 shares; 2025Q3: 38,078 shares; 2025Q4: 39,600 shares; 2026Q1: 37,715 shares; 2026Q2: 28,722 shares 28,722 $3.26M 0.03% -8,993 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: 3,097 shares; 2025Q1: 3,238 shares; 2025Q2: 2,660 shares; 2025Q3: 2,852 shares; 2025Q4: 2,422 shares; 2026Q1: 3,662 shares; 2026Q2: 3,381 shares 3,381 $3.25M 0.03% -281 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: 15,141 shares; 2025Q2: 18,358 shares; 2025Q3: 22,717 shares; 2025Q4: 23,209 shares; 2026Q1: 28,280 shares; 2026Q2: 18,393 shares 18,393 $3.24M 0.03% -9,887 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,129 shares; 2024Q4: 8,676 shares; 2025Q1: 10,855 shares; 2025Q2: 9,033 shares; 2025Q3: 12,748 shares; 2025Q4: 16,059 shares; 2026Q1: 25,848 shares; 2026Q2: 24,803 shares 24,803 $3.24M 0.03% -1,045 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: 12,707 shares; 2024Q4: 18,146 shares; 2025Q1: 30,662 shares; 2025Q2: 36,013 shares; 2025Q3: 24,779 shares; 2025Q4: 33,889 shares; 2026Q1: 41,739 shares; 2026Q2: 21,084 shares 21,084 $3.24M 0.03% -20,655 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; 2024Q3: 3,428 shares; 2024Q4: 7,884 shares; 2025Q1: 10,552 shares; 2025Q2: 9,970 shares; 2025Q3: 9,399 shares; 2025Q4: 11,680 shares; 2026Q1: 11,707 shares; 2026Q2: 12,419 shares 12,419 $3.23M 0.03% +712 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,232 shares; 2024Q4: 24,923 shares; 2025Q1: 28,454 shares; 2025Q2: 45,468 shares; 2025Q3: 44,485 shares; 2025Q4: 44,575 shares; 2026Q1: 45,838 shares; 2026Q2: 46,343 shares 46,343 $3.23M 0.03% +505 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,252 shares; 2025Q1: 10,964 shares; 2025Q2: 17,220 shares; 2025Q3: 25,325 shares; 2025Q4: 31,071 shares; 2026Q1: 31,291 shares; 2026Q2: 22,006 shares 22,006 $3.22M 0.03% -9,285 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: 1,401 shares; 2025Q1: 2,742 shares; 2025Q2: 9,562 shares; 2025Q3: 11,933 shares; 2025Q4: 16,797 shares; 2026Q1: 14,122 shares; 2026Q2: 16,021 shares 16,021 $3.21M 0.03% +1,899 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,506 shares; 2024Q4: 101,171 shares; 2025Q1: 105,726 shares; 2025Q2: 107,807 shares; 2025Q3: 96,831 shares; 2025Q4: 76,988 shares; 2026Q1: 67,128 shares; 2026Q2: 53,109 shares 53,109 $3.21M 0.03% -14,019 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,638 shares; 2024Q4: 30,495 shares; 2025Q1: 56,918 shares; 2025Q2: 62,968 shares; 2025Q3: 118,762 shares; 2025Q4: 65,015 shares; 2026Q1: 56,400 shares; 2026Q2: 33,503 shares 33,503 $3.2M 0.03% -22,897 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 88,389 shares; 2025Q1: 88,509 shares; 2025Q2: 87,192 shares; 2025Q3: 87,243 shares; 2025Q4: 30,635 shares; 2026Q1: 31,719 shares; 2026Q2: 33,903 shares 33,903 $3.17M 0.03% +2,184 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,464 shares; 2024Q4: 86,863 shares; 2025Q1: 199,825 shares; 2025Q2: 207,166 shares; 2025Q3: 390,210 shares; 2025Q4: 198,931 shares; 2026Q1: 170,044 shares; 2026Q2: 82,702 shares 82,702 $3.15M 0.03% -87,342 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,660 shares; 2024Q4: 25,379 shares; 2025Q1: 27,797 shares; 2025Q2: 25,912 shares; 2025Q3: 49,058 shares; 2025Q4: 25,584 shares; 2026Q1: 28,624 shares; 2026Q2: 27,197 shares 27,197 $3.15M 0.03% -1,427 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: 3,501 shares; 2024Q4: 5,737 shares; 2025Q1: 8,838 shares; 2025Q2: 9,653 shares; 2025Q3: 13,633 shares; 2025Q4: 10,888 shares; 2026Q1: 11,022 shares; 2026Q2: 9,521 shares 9,521 $3.14M 0.03% -1,501 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,994 shares; 2026Q1: 66,262 shares; 2026Q2: 65,544 shares 65,544 $3.11M 0.03% -718 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: 29,252 shares; 2024Q4: 38,012 shares; 2025Q1: 47,794 shares; 2025Q2: 46,573 shares; 2025Q3: 62,239 shares; 2025Q4: 54,346 shares; 2026Q1: 55,140 shares; 2026Q2: 63,340 shares 63,340 $3.1M 0.03% +8,200 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,414 shares; 2024Q4: not reported; 2025Q1: 1,787 shares; 2025Q2: 1,355 shares; 2025Q3: 1,544 shares; 2025Q4: 2,001 shares; 2026Q1: 3,242 shares; 2026Q2: 5,018 shares 5,018 $3.1M 0.03% +1,776 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,300 shares; 2024Q4: 7,840 shares; 2025Q1: 8,944 shares; 2025Q2: 9,582 shares; 2025Q3: 11,512 shares; 2025Q4: 11,639 shares; 2026Q1: 10,261 shares; 2026Q2: 11,314 shares 11,314 $3.06M 0.03% +1,053 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 78,371 shares; 2025Q4: 47,157 shares; 2026Q1: 70,875 shares; 2026Q2: 80,360 shares 80,360 $3M 0.03% +9,485 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; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 2 shares; 2025Q4: 4 shares; 2026Q1: 5 shares; 2026Q2: 4 shares 4 $3M 0.03% -1 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,495 shares; 2024Q4: 16,044 shares; 2025Q1: 19,475 shares; 2025Q2: 22,256 shares; 2025Q3: 17,082 shares; 2025Q4: 18,904 shares; 2026Q1: 16,487 shares; 2026Q2: 19,151 shares 19,151 $2.99M 0.03% +2,664 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,297 shares; 2024Q4: 13,232 shares; 2025Q1: 11,879 shares; 2025Q2: 5,178 shares; 2025Q3: 4,095 shares; 2025Q4: 11,052 shares; 2026Q1: 9,966 shares; 2026Q2: 8,022 shares 8,022 $2.97M 0.03% -1,944 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,385 shares; 2025Q1: 5,957 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,129 shares; 2026Q2: 49,445 shares 49,445 $2.91M 0.02% +24,316 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; 2024Q3: 10,059 shares; 2024Q4: 35,506 shares; 2025Q1: 34,085 shares; 2025Q2: 40,248 shares; 2025Q3: 31,217 shares; 2025Q4: 55,792 shares; 2026Q1: 102,817 shares; 2026Q2: 98,925 shares 98,925 $2.91M 0.02% -3,892 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: 18,832 shares; 2024Q4: 16,504 shares; 2025Q1: 18,815 shares; 2025Q2: 21,957 shares; 2025Q3: 9,385 shares; 2025Q4: 20,555 shares; 2026Q1: 18,519 shares; 2026Q2: 18,457 shares 18,457 $2.9M 0.02% -62 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,597 shares; 2024Q4: 45,631 shares; 2025Q1: 61,655 shares; 2025Q2: 61,675 shares; 2025Q3: 106,868 shares; 2025Q4: 60,891 shares; 2026Q1: 59,722 shares; 2026Q2: 43,776 shares 43,776 $2.82M 0.02% -15,946 Timeline VNQI 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: 40,646 shares; 2024Q4: 47,804 shares; 2025Q1: 55,911 shares; 2025Q2: 63,018 shares; 2025Q3: 68,024 shares; 2025Q4: not reported; 2026Q1: 66,977 shares; 2026Q2: 62,866 shares 62,866 $2.82M 0.02% -4,111 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,417 shares; 2024Q4: 68,129 shares; 2025Q1: 67,161 shares; 2025Q2: 66,065 shares; 2025Q3: 58,855 shares; 2025Q4: not reported; 2026Q1: 53,245 shares; 2026Q2: 52,462 shares 52,462 $2.8M 0.02% -783 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: 6,071 shares; 2024Q4: 10,248 shares; 2025Q1: 12,518 shares; 2025Q2: 17,180 shares; 2025Q3: 21,445 shares; 2025Q4: 40,235 shares; 2026Q1: 44,848 shares; 2026Q2: 29,918 shares 29,918 $2.79M 0.02% -14,930 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,932 shares; 2024Q4: 41,888 shares; 2025Q1: 52,577 shares; 2025Q2: 52,694 shares; 2025Q3: 48,547 shares; 2025Q4: 48,660 shares; 2026Q1: 49,223 shares; 2026Q2: 52,329 shares 52,329 $2.79M 0.02% +3,106 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: 2,055 shares; 2024Q4: 2,039 shares; 2025Q1: 2,031 shares; 2025Q2: 1,990 shares; 2025Q3: 1,688 shares; 2025Q4: 1,808 shares; 2026Q1: 1,923 shares; 2026Q2: 2,740 shares 2,740 $2.77M 0.02% +817 Timeline VV 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: 5,574 shares; 2024Q4: 4,712 shares; 2025Q1: 6,494 shares; 2025Q2: 8,317 shares; 2025Q3: 8,911 shares; 2025Q4: 7,733 shares; 2026Q1: 7,571 shares; 2026Q2: 8,052 shares 8,052 $2.77M 0.02% +481 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: 3,236 shares; 2024Q4: 2,177 shares; 2025Q1: 2,464 shares; 2025Q2: 5,907 shares; 2025Q3: 6,273 shares; 2025Q4: 7,628 shares; 2026Q1: 7,078 shares; 2026Q2: 6,399 shares 6,399 $2.76M 0.02% -679 Timeline PJIO PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,079 shares; 2026Q1: 38,795 shares; 2026Q2: 39,409 shares 39,409 $2.74M 0.02% +614 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,542 shares; 2024Q4: 6,960 shares; 2025Q1: 14,640 shares; 2025Q2: 23,243 shares; 2025Q3: 58,691 shares; 2025Q4: 31,863 shares; 2026Q1: 34,051 shares; 2026Q2: 40,796 shares 40,796 $2.71M 0.02% +6,745 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 53,324 shares; 2025Q4: 32,401 shares; 2026Q1: 49,414 shares; 2026Q2: 55,914 shares 55,914 $2.68M 0.02% +6,500 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: 195,036 shares; 2024Q4: 131,335 shares; 2025Q1: 132,714 shares; 2025Q2: 158,616 shares; 2025Q3: 184,841 shares; 2025Q4: 211,219 shares; 2026Q1: 123,273 shares; 2026Q2: 128,979 shares 128,979 $2.67M 0.02% +5,706 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,098 shares; 2024Q4: 34,374 shares; 2025Q1: 50,133 shares; 2025Q2: 47,541 shares; 2025Q3: 91,571 shares; 2025Q4: 54,006 shares; 2026Q1: not reported; 2026Q2: 52,937 shares 52,937 $2.67M 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY 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: 13,922 shares; 2025Q4: 11,059 shares; 2026Q1: 17,203 shares; 2026Q2: 36,529 shares 36,529 $2.64M 0.02% +19,326 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,504 shares; 2025Q1: 1,945 shares; 2025Q2: 2,005 shares; 2025Q3: 2,373 shares; 2025Q4: 2,134 shares; 2026Q1: 3,869 shares; 2026Q2: 4,007 shares 4,007 $2.63M 0.02% +138 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,040 shares; 2025Q2: 14,751 shares; 2025Q3: 21,661 shares; 2025Q4: 23,032 shares; 2026Q1: 20,999 shares; 2026Q2: 14,946 shares 14,946 $2.63M 0.02% -6,053 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: 5,357 shares; 2024Q4: 5,087 shares; 2025Q1: 5,544 shares; 2025Q2: not reported; 2025Q3: 5,618 shares; 2025Q4: 6,556 shares; 2026Q1: 9,218 shares; 2026Q2: 12,523 shares 12,523 $2.62M 0.02% +3,305 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: 4,735 shares; 2025Q1: 9,774 shares; 2025Q2: 11,986 shares; 2025Q3: 15,325 shares; 2025Q4: 15,504 shares; 2026Q1: 18,836 shares; 2026Q2: 28,312 shares 28,312 $2.61M 0.02% +9,476 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: 7,856 shares; 2024Q4: 8,788 shares; 2025Q1: 10,561 shares; 2025Q2: 12,021 shares; 2025Q3: 13,009 shares; 2025Q4: 11,672 shares; 2026Q1: 12,257 shares; 2026Q2: 12,609 shares 12,609 $2.61M 0.02% +352 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: 522 shares; 2024Q4: 701 shares; 2025Q1: 1,336 shares; 2025Q2: 1,991 shares; 2025Q3: 2,704 shares; 2025Q4: 3,160 shares; 2026Q1: 4,573 shares; 2026Q2: 3,141 shares 3,141 $2.61M 0.02% -1,432 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; 2024Q3: not reported; 2024Q4: 2,801 shares; 2025Q1: 6,135 shares; 2025Q2: 8,488 shares; 2025Q3: 15,951 shares; 2025Q4: 16,678 shares; 2026Q1: 10,817 shares; 2026Q2: 10,107 shares 10,107 $2.59M 0.02% -710 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,279 shares; 2024Q4: 8,237 shares; 2025Q1: 10,042 shares; 2025Q2: 7,635 shares; 2025Q3: 15,726 shares; 2025Q4: 13,040 shares; 2026Q1: 18,347 shares; 2026Q2: 13,430 shares 13,430 $2.56M 0.02% -4,917 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,797 shares; 2024Q4: 23,008 shares; 2025Q1: 36,310 shares; 2025Q2: 38,573 shares; 2025Q3: 42,075 shares; 2025Q4: 47,212 shares; 2026Q1: 40,384 shares; 2026Q2: 46,725 shares 46,725 $2.56M 0.02% +6,341 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 30,349 shares; 2026Q1: 68,289 shares; 2026Q2: 83,178 shares 83,178 $2.54M 0.02% +14,889 Timeline SHM 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: 53,716 shares; 2024Q4: 56,454 shares; 2025Q1: 57,255 shares; 2025Q2: 52,820 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,763 shares; 2026Q2: 52,012 shares 52,012 $2.49M 0.02% +249 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,498 shares; 2024Q4: 6,922 shares; 2025Q1: 5,170 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,614 shares; 2026Q1: 17,099 shares; 2026Q2: 71,557 shares 71,557 $2.49M 0.02% +54,458 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,077 shares; 2024Q4: 15,753 shares; 2025Q1: 19,680 shares; 2025Q2: 19,997 shares; 2025Q3: 32,919 shares; 2025Q4: 37,618 shares; 2026Q1: 33,494 shares; 2026Q2: 23,053 shares 23,053 $2.48M 0.02% -10,441 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,257 shares; 2025Q2: 2,988 shares; 2025Q3: 8,784 shares; 2025Q4: not reported; 2026Q1: 8,593 shares; 2026Q2: 10,829 shares 10,829 $2.48M 0.02% +2,236 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,144 shares; 2024Q4: 23,245 shares; 2025Q1: 30,225 shares; 2025Q2: 36,054 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,143 shares; 2026Q2: 57,921 shares 57,921 $2.46M 0.02% +10,778 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,199 shares; 2024Q4: 103,474 shares; 2025Q1: 136,659 shares; 2025Q2: 169,209 shares; 2025Q3: 347,921 shares; 2025Q4: 182,548 shares; 2026Q1: 208,155 shares; 2026Q2: 230,514 shares 230,514 $2.42M 0.02% +22,359 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 14,837 shares; 2025Q4: 14,837 shares; 2026Q1: 14,837 shares; 2026Q2: 14,837 shares 14,837 $2.42M 0.02% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,671 shares; 2024Q4: 11,685 shares; 2025Q1: 9,425 shares; 2025Q2: 15,270 shares; 2025Q3: 7,583 shares; 2025Q4: 22,268 shares; 2026Q1: 17,721 shares; 2026Q2: 19,406 shares 19,406 $2.41M 0.02% +1,685 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,232 shares; 2025Q2: 447,245 shares; 2025Q3: 975,121 shares; 2025Q4: not reported; 2026Q1: 50,730 shares; 2026Q2: 57,893 shares 57,893 $2.4M 0.02% +7,163 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: 14,027 shares; 2024Q4: 9,731 shares; 2025Q1: 6,538 shares; 2025Q2: 4,310 shares; 2025Q3: 6,020 shares; 2025Q4: 14,791 shares; 2026Q1: 9,865 shares; 2026Q2: 8,854 shares 8,854 $2.39M 0.02% -1,011 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST 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: 47,307 shares 47,307 $2.38M 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,682 shares; 2024Q4: 16,394 shares; 2025Q1: 16,866 shares; 2025Q2: 15,157 shares; 2025Q3: 16,884 shares; 2025Q4: 17,452 shares; 2026Q1: 17,917 shares; 2026Q2: 17,388 shares 17,388 $2.38M 0.02% -529 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,642 shares; 2024Q4: 55,976 shares; 2025Q1: 75,733 shares; 2025Q2: 83,383 shares; 2025Q3: 103,706 shares; 2025Q4: 68,117 shares; 2026Q1: 92,923 shares; 2026Q2: 104,014 shares 104,014 $2.37M 0.02% +11,091 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: 4,339 shares; 2024Q4: 5,556 shares; 2025Q1: 9,039 shares; 2025Q2: 10,062 shares; 2025Q3: 13,647 shares; 2025Q4: 12,466 shares; 2026Q1: 14,968 shares; 2026Q2: 17,423 shares 17,423 $2.37M 0.02% +2,455 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: 6,234 shares; 2024Q4: 8,498 shares; 2025Q1: 8,751 shares; 2025Q2: 8,903 shares; 2025Q3: 7,234 shares; 2025Q4: 10,278 shares; 2026Q1: 5,467 shares; 2026Q2: 6,527 shares 6,527 $2.36M 0.02% +1,060 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,783 shares; 2024Q4: 9,196 shares; 2025Q1: 8,903 shares; 2025Q2: 5,711 shares; 2025Q3: 9,820 shares; 2025Q4: 5,867 shares; 2026Q1: 5,743 shares; 2026Q2: 15,480 shares 15,480 $2.36M 0.02% +9,737 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,046 shares; 2024Q4: 29,007 shares; 2025Q1: 23,867 shares; 2025Q2: 22,243 shares; 2025Q3: 9,238 shares; 2025Q4: 34,057 shares; 2026Q1: 40,616 shares; 2026Q2: 43,269 shares 43,269 $2.34M 0.02% +2,653 Timeline VMBS 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: not reported; 2024Q4: 20,463 shares; 2025Q1: 59,044 shares; 2025Q2: 58,162 shares; 2025Q3: 89,737 shares; 2025Q4: 46,261 shares; 2026Q1: 50,334 shares; 2026Q2: 49,821 shares 49,821 $2.33M 0.02% -513 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 12,406 shares; 2026Q1: 21,574 shares; 2026Q2: 22,264 shares 22,264 $2.33M 0.02% +690 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,648 shares; 2026Q1: not reported; 2026Q2: 13,887 shares 13,887 $2.31M 0.02% new 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; 2024Q3: 54,797 shares; 2024Q4: 55,985 shares; 2025Q1: 55,340 shares; 2025Q2: 52,878 shares; 2025Q3: 14,343 shares; 2025Q4: 53,084 shares; 2026Q1: 50,137 shares; 2026Q2: 47,583 shares 47,583 $2.31M 0.02% -2,554 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST 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: 29,898 shares; 2026Q1: 38,782 shares; 2026Q2: 43,747 shares 43,747 $2.31M 0.02% +4,965 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 908 shares; 2024Q4: 1,617 shares; 2025Q1: 2,608 shares; 2025Q2: 2,899 shares; 2025Q3: 4,070 shares; 2025Q4: 25,530 shares; 2026Q1: 34,375 shares; 2026Q2: 23,071 shares 23,071 $2.29M 0.02% -11,304 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,659 shares; 2024Q4: 9,876 shares; 2025Q1: 11,776 shares; 2025Q2: 10,567 shares; 2025Q3: 11,914 shares; 2025Q4: 9,713 shares; 2026Q1: 9,443 shares; 2026Q2: 10,155 shares 10,155 $2.27M 0.02% +712 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,913 shares; 2024Q4: 25,340 shares; 2025Q1: 26,577 shares; 2025Q2: 26,930 shares; 2025Q3: 48,897 shares; 2025Q4: 26,962 shares; 2026Q1: 29,790 shares; 2026Q2: 25,473 shares 25,473 $2.26M 0.02% -4,317 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,420 shares; 2024Q4: 12,539 shares; 2025Q1: 21,893 shares; 2025Q2: 21,378 shares; 2025Q3: 25,461 shares; 2025Q4: 19,713 shares; 2026Q1: 19,576 shares; 2026Q2: 20,080 shares 20,080 $2.26M 0.02% +504 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,056 shares; 2024Q4: 20,407 shares; 2025Q1: 19,201 shares; 2025Q2: 21,732 shares; 2025Q3: 3,128 shares; 2025Q4: 17,844 shares; 2026Q1: 17,072 shares; 2026Q2: 24,814 shares 24,814 $2.25M 0.02% +7,742 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,701 shares; 2024Q4: 11,357 shares; 2025Q1: 12,724 shares; 2025Q2: 13,535 shares; 2025Q3: 6,980 shares; 2025Q4: 10,053 shares; 2026Q1: 10,937 shares; 2026Q2: 17,002 shares 17,002 $2.21M 0.02% +6,065 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,001 shares; 2024Q4: 5,640 shares; 2025Q1: 4,583 shares; 2025Q2: 5,718 shares; 2025Q3: 6,427 shares; 2025Q4: 8,361 shares; 2026Q1: 9,836 shares; 2026Q2: 10,306 shares 10,306 $2.19M 0.02% +470 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,332 shares; 2025Q1: 6,266 shares; 2025Q2: 10,282 shares; 2025Q3: 14,552 shares; 2025Q4: 11,769 shares; 2026Q1: 8,193 shares; 2026Q2: 8,699 shares 8,699 $2.19M 0.02% +506 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,331 shares; 2024Q4: 5,777 shares; 2025Q1: 25,656 shares; 2025Q2: 26,213 shares; 2025Q3: 43,986 shares; 2025Q4: 24,034 shares; 2026Q1: 24,431 shares; 2026Q2: 24,765 shares 24,765 $2.17M 0.02% +334 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,980 shares; 2024Q4: 38,327 shares; 2025Q1: 40,110 shares; 2025Q2: 42,157 shares; 2025Q3: 40,360 shares; 2025Q4: 33,080 shares; 2026Q1: 34,068 shares; 2026Q2: 41,441 shares 41,441 $2.16M 0.02% +7,373 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,815 shares; 2024Q4: 6,957 shares; 2025Q1: 7,946 shares; 2025Q2: 6,050 shares; 2025Q3: 12,047 shares; 2025Q4: 9,855 shares; 2026Q1: 19,657 shares; 2026Q2: 12,917 shares 12,917 $2.15M 0.02% -6,740 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,051 shares; 2024Q4: 4,065 shares; 2025Q1: 4,558 shares; 2025Q2: 3,657 shares; 2025Q3: 4,628 shares; 2025Q4: 11,238 shares; 2026Q1: 14,171 shares; 2026Q2: 13,562 shares 13,562 $2.15M 0.02% -609 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,681 shares; 2024Q4: 5,018 shares; 2025Q1: 5,985 shares; 2025Q2: 6,493 shares; 2025Q3: 8,271 shares; 2025Q4: 7,658 shares; 2026Q1: 4,797 shares; 2026Q2: 5,455 shares 5,455 $2.15M 0.02% +658 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: 4,778 shares; 2024Q4: 5,318 shares; 2025Q1: 16,174 shares; 2025Q2: 8,944 shares; 2025Q3: 9,751 shares; 2025Q4: 17,282 shares; 2026Q1: 12,743 shares; 2026Q2: 7,203 shares 7,203 $2.15M 0.02% -5,540 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,788 shares; 2026Q2: 115,007 shares 115,007 $2.12M 0.02% -1,781 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,435 shares; 2025Q1: 3,504 shares; 2025Q2: 6,119 shares; 2025Q3: 10,540 shares; 2025Q4: 11,321 shares; 2026Q1: 10,288 shares; 2026Q2: 7,701 shares 7,701 $2.09M 0.02% -2,587 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: 7,601 shares; 2024Q4: 6,349 shares; 2025Q1: 6,431 shares; 2025Q2: 8,084 shares; 2025Q3: 3,515 shares; 2025Q4: 10,819 shares; 2026Q1: 10,461 shares; 2026Q2: 15,776 shares 15,776 $2.09M 0.02% +5,315 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,429 shares; 2024Q4: not reported; 2025Q1: 18,132 shares; 2025Q2: 27,910 shares; 2025Q3: 83,578 shares; 2025Q4: 53,269 shares; 2026Q1: not reported; 2026Q2: 71,532 shares 71,532 $2.08M 0.02% new Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 44,736 shares; 2025Q4: 28,607 shares; 2026Q1: 43,141 shares; 2026Q2: 48,663 shares 48,663 $2.06M 0.02% +5,522 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,278 shares; 2025Q2: 25,088 shares; 2025Q3: 42,671 shares; 2025Q4: 64,650 shares; 2026Q1: 70,369 shares; 2026Q2: 80,711 shares 80,711 $2.04M 0.02% +10,342 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,593 shares; 2024Q4: 6,876 shares; 2025Q1: 6,738 shares; 2025Q2: 6,449 shares; 2025Q3: not reported; 2025Q4: 4,718 shares; 2026Q1: 5,031 shares; 2026Q2: 5,679 shares 5,679 $2.02M 0.02% +648 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,799 shares; 2024Q4: 48,924 shares; 2025Q1: 46,530 shares; 2025Q2: 84,074 shares; 2025Q3: 13,208 shares; 2025Q4: not reported; 2026Q1: 71,360 shares; 2026Q2: 73,009 shares 73,009 $2.02M 0.02% +1,649 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,518 shares; 2024Q4: 8,767 shares; 2025Q1: 9,239 shares; 2025Q2: 11,360 shares; 2025Q3: 14,048 shares; 2025Q4: 14,398 shares; 2026Q1: 13,782 shares; 2026Q2: 8,331 shares 8,331 $2.02M 0.02% -5,451 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,963 shares; 2025Q2: 23,095 shares; 2025Q3: 41,665 shares; 2025Q4: 22,460 shares; 2026Q1: 43,274 shares; 2026Q2: 39,249 shares 39,249 $2M 0.02% -4,025 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,015 shares; 2024Q4: 1,695 shares; 2025Q1: 2,308 shares; 2025Q2: 2,960 shares; 2025Q3: 3,321 shares; 2025Q4: 3,813 shares; 2026Q1: 1,935 shares; 2026Q2: 2,606 shares 2,606 $1.99M 0.02% +671 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; 2024Q3: 13,542 shares; 2024Q4: 10,680 shares; 2025Q1: 12,208 shares; 2025Q2: 7,626 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,158 shares; 2026Q2: 21,631 shares 21,631 $1.98M 0.02% +16,473 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; 2024Q3: 22,713 shares; 2024Q4: 31,886 shares; 2025Q1: 35,192 shares; 2025Q2: 26,827 shares; 2025Q3: 35,058 shares; 2025Q4: 29,485 shares; 2026Q1: 35,686 shares; 2026Q2: 36,989 shares 36,989 $1.98M 0.02% +1,303 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,567 shares; 2024Q4: 17,079 shares; 2025Q1: 7,157 shares; 2025Q2: 7,029 shares; 2025Q3: 6,340 shares; 2025Q4: not reported; 2026Q1: 26,204 shares; 2026Q2: 24,835 shares 24,835 $1.97M 0.02% -1,369 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,698 shares; 2025Q1: 6,080 shares; 2025Q2: 5,914 shares; 2025Q3: 17,470 shares; 2025Q4: 20,306 shares; 2026Q1: 23,163 shares; 2026Q2: 16,043 shares 16,043 $1.97M 0.02% -7,120 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; 2024Q3: 19,093 shares; 2024Q4: 56,489 shares; 2025Q1: 56,671 shares; 2025Q2: 60,505 shares; 2025Q3: 52,068 shares; 2025Q4: 62,531 shares; 2026Q1: 74,367 shares; 2026Q2: 63,050 shares 63,050 $1.96M 0.02% -11,317 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,569 shares; 2024Q4: 13,089 shares; 2025Q1: 11,746 shares; 2025Q2: 18,425 shares; 2025Q3: 11,062 shares; 2025Q4: 7,869 shares; 2026Q1: 19,297 shares; 2026Q2: 20,742 shares 20,742 $1.96M 0.02% +1,445 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523 shares; 2024Q4: 755 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 652 shares; 2026Q2: 4,389 shares 4,389 $1.96M 0.02% +3,737 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,252 shares; 2025Q3: 13,263 shares; 2025Q4: 14,544 shares; 2026Q1: 18,618 shares; 2026Q2: 11,434 shares 11,434 $1.93M 0.02% -7,184 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; 2024Q3: 39,988 shares; 2024Q4: 35,907 shares; 2025Q1: 29,849 shares; 2025Q2: 32,299 shares; 2025Q3: 31,012 shares; 2025Q4: 40,554 shares; 2026Q1: 27,694 shares; 2026Q2: 21,766 shares 21,766 $1.91M 0.02% -5,928 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: 66,811 shares 66,811 $1.91M 0.02% 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; 2024Q3: 2,033 shares; 2024Q4: 2,185 shares; 2025Q1: 4,465 shares; 2025Q2: 5,652 shares; 2025Q3: 4,836 shares; 2025Q4: 4,453 shares; 2026Q1: 2,373 shares; 2026Q2: 3,882 shares 3,882 $1.91M 0.02% +1,509 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,732 shares; 2024Q4: 926 shares; 2025Q1: 1,777 shares; 2025Q2: 1,776 shares; 2025Q3: 2,522 shares; 2025Q4: 3,688 shares; 2026Q1: 3,253 shares; 2026Q2: 3,619 shares 3,619 $1.89M 0.02% +366 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX 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: 10,964 shares; 2025Q4: 8,621 shares; 2026Q1: 12,610 shares; 2026Q2: 20,377 shares 20,377 $1.89M 0.02% +7,767 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,006 shares; 2024Q4: 40,471 shares; 2025Q1: 50,066 shares; 2025Q2: 44,020 shares; 2025Q3: 59,625 shares; 2025Q4: 45,386 shares; 2026Q1: 45,470 shares; 2026Q2: 51,047 shares 51,047 $1.89M 0.02% +5,577 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,410 shares; 2025Q2: 6,460 shares; 2025Q3: 9,017 shares; 2025Q4: 30,041 shares; 2026Q1: 12,973 shares; 2026Q2: 24,184 shares 24,184 $1.88M 0.02% +11,211 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,311 shares; 2026Q1: 11,289 shares; 2026Q2: 22,835 shares 22,835 $1.88M 0.02% +11,546 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: 1,217 shares; 2024Q4: 1,679 shares; 2025Q1: 1,158 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 682 shares; 2026Q1: 984 shares; 2026Q2: 1,916 shares 1,916 $1.87M 0.02% +932 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,129 shares; 2025Q2: 4,249 shares; 2025Q3: 824 shares; 2025Q4: 4,245 shares; 2026Q1: not reported; 2026Q2: 5,672 shares 5,672 $1.87M 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,427 shares; 2024Q4: 2,297 shares; 2025Q1: 10,515 shares; 2025Q2: 1,357 shares; 2025Q3: 18,038 shares; 2025Q4: 11,136 shares; 2026Q1: 18,233 shares; 2026Q2: 15,899 shares 15,899 $1.87M 0.02% -2,334 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: 7,575 shares; 2024Q4: 8,017 shares; 2025Q1: 13,615 shares; 2025Q2: 9,382 shares; 2025Q3: 11,000 shares; 2025Q4: 10,468 shares; 2026Q1: 7,924 shares; 2026Q2: 9,979 shares 9,979 $1.84M 0.02% +2,055 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: 2,253 shares; 2025Q1: 2,519 shares; 2025Q2: 3,282 shares; 2025Q3: 4,136 shares; 2025Q4: 3,117 shares; 2026Q1: 4,663 shares; 2026Q2: 3,542 shares 3,542 $1.84M 0.02% -1,121 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: 6,552 shares; 2024Q4: 7,760 shares; 2025Q1: 8,588 shares; 2025Q2: 4,554 shares; 2025Q3: 4,366 shares; 2025Q4: 5,656 shares; 2026Q1: 5,398 shares; 2026Q2: 5,429 shares 5,429 $1.84M 0.02% +31 Timeline SCYB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,677 shares; 2025Q3: 33,795 shares; 2025Q4: 27,043 shares; 2026Q1: 66,102 shares; 2026Q2: 69,528 shares 69,528 $1.82M 0.02% +3,426 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,177 shares; 2025Q2: 9,410 shares; 2025Q3: 7,203 shares; 2025Q4: 7,388 shares; 2026Q1: 11,365 shares; 2026Q2: 9,375 shares 9,375 $1.81M 0.02% -1,990 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,147 shares; 2024Q4: 2,903 shares; 2025Q1: 3,435 shares; 2025Q2: 1,374 shares; 2025Q3: 1,790 shares; 2025Q4: 1,940 shares; 2026Q1: 5,288 shares; 2026Q2: 10,660 shares 10,660 $1.79M 0.02% +5,372 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,133 shares; 2024Q4: 5,844 shares; 2025Q1: 8,411 shares; 2025Q2: 8,618 shares; 2025Q3: 11,639 shares; 2025Q4: 13,326 shares; 2026Q1: 12,310 shares; 2026Q2: 8,637 shares 8,637 $1.77M 0.02% -3,673 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,987 shares; 2024Q4: 5,983 shares; 2025Q1: 5,973 shares; 2025Q2: 5,895 shares; 2025Q3: 5,431 shares; 2025Q4: 5,322 shares; 2026Q1: 6,105 shares; 2026Q2: 11,938 shares 11,938 $1.76M 0.01% +5,833 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,557 shares; 2024Q4: 61,831 shares; 2025Q1: 64,212 shares; 2025Q2: 66,168 shares; 2025Q3: 6,642 shares; 2025Q4: 2,607 shares; 2026Q1: 18,113 shares; 2026Q2: 18,012 shares 18,012 $1.76M 0.01% -101 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,085 shares; 2024Q4: 4,228 shares; 2025Q1: 4,487 shares; 2025Q2: 4,510 shares; 2025Q3: not reported; 2025Q4: 6,217 shares; 2026Q1: 4,938 shares; 2026Q2: 6,804 shares 6,804 $1.76M 0.01% +1,866 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,374 shares; 2024Q4: 6,760 shares; 2025Q1: 7,608 shares; 2025Q2: 8,582 shares; 2025Q3: 6,512 shares; 2025Q4: 27,976 shares; 2026Q1: 16,928 shares; 2026Q2: 17,700 shares 17,700 $1.75M 0.01% +772 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,197 shares; 2026Q2: 14,718 shares 14,718 $1.72M 0.01% -20,479 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,456 shares; 2024Q4: 25,933 shares; 2025Q1: 41,304 shares; 2025Q2: 39,555 shares; 2025Q3: 36,341 shares; 2025Q4: 29,502 shares; 2026Q1: 52,938 shares; 2026Q2: 38,112 shares 38,112 $1.72M 0.01% -14,826 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,503 shares; 2025Q1: 5,460 shares; 2025Q2: 8,516 shares; 2025Q3: 17,242 shares; 2025Q4: 11,352 shares; 2026Q1: 11,367 shares; 2026Q2: 12,068 shares 12,068 $1.72M 0.01% +701 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,074 shares; 2025Q2: 9,105 shares; 2025Q3: 9,070 shares; 2025Q4: 9,788 shares; 2026Q1: 10,171 shares; 2026Q2: 11,172 shares 11,172 $1.71M 0.01% +1,001 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; 2024Q3: 9,933 shares; 2024Q4: 33,203 shares; 2025Q1: 33,172 shares; 2025Q2: 34,022 shares; 2025Q3: 19,955 shares; 2025Q4: 44,831 shares; 2026Q1: 45,034 shares; 2026Q2: 46,333 shares 46,333 $1.71M 0.01% +1,299 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 21,152 shares 21,152 $1.7M 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,542 shares; 2024Q4: 19,739 shares; 2025Q1: 31,689 shares; 2025Q2: 44,194 shares; 2025Q3: 25,136 shares; 2025Q4: 15,610 shares; 2026Q1: 67,387 shares; 2026Q2: 95,545 shares 95,545 $1.69M 0.01% +28,158 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,743 shares; 2025Q2: not reported; 2025Q3: 20,941 shares; 2025Q4: 26,698 shares; 2026Q1: 35,405 shares; 2026Q2: 37,372 shares 37,372 $1.69M 0.01% +1,967 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 704 shares; 2025Q1: 1,097 shares; 2025Q2: 1,361 shares; 2025Q3: 4,487 shares; 2025Q4: 5,592 shares; 2026Q1: 4,716 shares; 2026Q2: 3,182 shares 3,182 $1.69M 0.01% -1,534 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,144 shares; 2025Q2: 44,424 shares; 2025Q3: 25,092 shares; 2025Q4: 42,087 shares; 2026Q1: 43,732 shares; 2026Q2: 49,347 shares 49,347 $1.68M 0.01% +5,615 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,655 shares; 2024Q4: not reported; 2025Q1: 5,301 shares; 2025Q2: 6,311 shares; 2025Q3: 7,387 shares; 2025Q4: 7,505 shares; 2026Q1: 9,011 shares; 2026Q2: 7,689 shares 7,689 $1.66M 0.01% -1,322 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,400 shares; 2024Q4: 4,364 shares; 2025Q1: 4,350 shares; 2025Q2: 5,052 shares; 2025Q3: 4,590 shares; 2025Q4: 5,021 shares; 2026Q1: 4,623 shares; 2026Q2: 6,678 shares 6,678 $1.66M 0.01% +2,055 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: 771 shares; 2024Q4: 1,637 shares; 2025Q1: 2,331 shares; 2025Q2: 1,590 shares; 2025Q3: 2,052 shares; 2025Q4: 2,783 shares; 2026Q1: 3,987 shares; 2026Q2: 3,587 shares 3,587 $1.65M 0.01% -400 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,757 shares; 2024Q4: 18,693 shares; 2025Q1: 24,607 shares; 2025Q2: 23,774 shares; 2025Q3: 52,919 shares; 2025Q4: 49,686 shares; 2026Q1: 58,576 shares; 2026Q2: 51,451 shares 51,451 $1.64M 0.01% -7,125 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,554 shares; 2024Q4: 11,231 shares; 2025Q1: 8,475 shares; 2025Q2: 7,563 shares; 2025Q3: 8,866 shares; 2025Q4: 16,775 shares; 2026Q1: 10,485 shares; 2026Q2: 14,481 shares 14,481 $1.64M 0.01% +3,996 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,208 shares; 2025Q2: 1,529 shares; 2025Q3: 1,344 shares; 2025Q4: 1,085 shares; 2026Q1: 4,234 shares; 2026Q2: 6,478 shares 6,478 $1.62M 0.01% +2,244 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,165 shares; 2025Q2: 126,101 shares; 2025Q3: 125,256 shares; 2025Q4: 130,025 shares; 2026Q1: 74,629 shares; 2026Q2: 63,013 shares 63,013 $1.62M 0.01% -11,616 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; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 1,923 shares; 2025Q2: 1,974 shares; 2025Q3: 1,015 shares; 2025Q4: 1,144 shares; 2026Q1: 7,576 shares; 2026Q2: 3,966 shares 3,966 $1.62M 0.01% -3,610 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,960 shares; 2026Q1: 15,750 shares; 2026Q2: 17,727 shares 17,727 $1.6M 0.01% +1,977 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,592 shares; 2024Q4: 9,552 shares; 2025Q1: 19,824 shares; 2025Q2: 20,165 shares; 2025Q3: 30,789 shares; 2025Q4: 19,913 shares; 2026Q1: 14,610 shares; 2026Q2: 15,556 shares 15,556 $1.6M 0.01% +946 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,826 shares; 2025Q2: 2,363 shares; 2025Q3: 13,757 shares; 2025Q4: 19,535 shares; 2026Q1: 21,319 shares; 2026Q2: 13,859 shares 13,859 $1.6M 0.01% -7,460 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 477 shares; 2025Q2: 620 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,144 shares; 2026Q2: 3,499 shares 3,499 $1.59M 0.01% +1,355 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,020 shares 7,020 $1.57M 0.01% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,419 shares; 2025Q2: 2,308 shares; 2025Q3: 3,668 shares; 2025Q4: 3,939 shares; 2026Q1: 5,070 shares; 2026Q2: 4,592 shares 4,592 $1.57M 0.01% -478 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,948 shares; 2024Q4: 23,680 shares; 2025Q1: 25,939 shares; 2025Q2: 25,846 shares; 2025Q3: 28,492 shares; 2025Q4: 14,810 shares; 2026Q1: 8,231 shares; 2026Q2: 12,304 shares 12,304 $1.56M 0.01% +4,073 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,711 shares; 2024Q4: 50,091 shares; 2025Q1: 52,502 shares; 2025Q2: 48,366 shares; 2025Q3: 75,786 shares; 2025Q4: 39,648 shares; 2026Q1: 37,122 shares; 2026Q2: 18,524 shares 18,524 $1.55M 0.01% -18,598 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 6,993 shares 6,993 $1.55M 0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,171 shares; 2024Q4: 19,064 shares; 2025Q1: 26,202 shares; 2025Q2: 34,259 shares; 2025Q3: 45,505 shares; 2025Q4: 47,710 shares; 2026Q1: 42,256 shares; 2026Q2: 30,736 shares 30,736 $1.53M 0.01% -11,520 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,931 shares; 2024Q4: 58,910 shares; 2025Q1: 60,057 shares; 2025Q2: 77,824 shares; 2025Q3: 80,198 shares; 2025Q4: 29,222 shares; 2026Q1: 62,271 shares; 2026Q2: 63,181 shares 63,181 $1.53M 0.01% +910 Timeline DUSB 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: 46,289 shares; 2024Q4: 61,655 shares; 2025Q1: 56,568 shares; 2025Q2: 64,431 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,815 shares; 2026Q2: 30,011 shares 30,011 $1.52M 0.01% +196 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,439 shares; 2025Q4: 12,999 shares; 2026Q1: not reported; 2026Q2: 20,497 shares 20,497 $1.52M 0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,368 shares; 2025Q1: 6,352 shares; 2025Q2: 11,260 shares; 2025Q3: 29,386 shares; 2025Q4: 42,702 shares; 2026Q1: 23,543 shares; 2026Q2: 17,629 shares 17,629 $1.52M 0.01% -5,914 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: 2,864 shares; 2025Q3: 7,197 shares; 2025Q4: 5,704 shares; 2026Q1: 4,373 shares; 2026Q2: 3,101 shares 3,101 $1.52M 0.01% -1,272 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,560 shares; 2026Q1: 24,615 shares; 2026Q2: 24,815 shares 24,815 $1.52M 0.01% +200 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,608 shares; 2024Q4: 5,280 shares; 2025Q1: 18,696 shares; 2025Q2: 22,271 shares; 2025Q3: 30,845 shares; 2025Q4: 21,055 shares; 2026Q1: 20,503 shares; 2026Q2: 20,128 shares 20,128 $1.52M 0.01% -375 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST 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: 33,231 shares; 2026Q2: 33,240 shares 33,240 $1.52M 0.01% +9 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,264 shares; 2024Q4: 3,965 shares; 2025Q1: 3,139 shares; 2025Q2: 4,345 shares; 2025Q3: 12,457 shares; 2025Q4: 9,462 shares; 2026Q1: 9,809 shares; 2026Q2: 9,608 shares 9,608 $1.51M 0.01% -201 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,734 shares; 2026Q2: 14,934 shares 14,934 $1.5M 0.01% -9,800 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,506 shares; 2024Q4: 33,521 shares; 2025Q1: 31,987 shares; 2025Q2: 27,937 shares; 2025Q3: 27,937 shares; 2025Q4: not reported; 2026Q1: 28,562 shares; 2026Q2: 28,526 shares 28,526 $1.5M 0.01% -36 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,011 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,847 shares; 2026Q2: 4,503 shares 4,503 $1.49M 0.01% +656 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: 34,153 shares; 2024Q4: 22,408 shares; 2025Q1: 28,763 shares; 2025Q2: 31,111 shares; 2025Q3: 24,165 shares; 2025Q4: 10,104 shares; 2026Q1: 33,165 shares; 2026Q2: 36,068 shares 36,068 $1.49M 0.01% +2,903 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,621 shares; 2024Q4: not reported; 2025Q1: 3,015 shares; 2025Q2: 12,524 shares; 2025Q3: 12,946 shares; 2025Q4: 14,644 shares; 2026Q1: 11,705 shares; 2026Q2: 8,989 shares 8,989 $1.48M 0.01% -2,716 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,788 shares; 2025Q2: 12,515 shares; 2025Q3: 17,055 shares; 2025Q4: 21,871 shares; 2026Q1: 30,324 shares; 2026Q2: 21,111 shares 21,111 $1.48M 0.01% -9,213 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,485 shares; 2025Q2: 8,706 shares; 2025Q3: 7,935 shares; 2025Q4: 8,272 shares; 2026Q1: 7,886 shares; 2026Q2: 5,641 shares 5,641 $1.47M 0.01% -2,245 Timeline DFGP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,642 shares; 2025Q4: 6,840 shares; 2026Q1: 9,547 shares; 2026Q2: 26,939 shares 26,939 $1.47M 0.01% +17,392 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,968 shares; 2024Q4: 7,764 shares; 2025Q1: 7,468 shares; 2025Q2: 6,982 shares; 2025Q3: 12,307 shares; 2025Q4: 13,040 shares; 2026Q1: 11,718 shares; 2026Q2: 17,549 shares 17,549 $1.47M 0.01% +5,831 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,548 shares 8,548 $1.46M 0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,119 shares; 2024Q4: 8,183 shares; 2025Q1: 11,568 shares; 2025Q2: 10,698 shares; 2025Q3: 13,713 shares; 2025Q4: 13,124 shares; 2026Q1: 12,701 shares; 2026Q2: 13,196 shares 13,196 $1.46M 0.01% +495 Timeline AYI ACUITY INC More: the full row for ACUITY 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: 827 shares; 2026Q1: 913 shares; 2026Q2: 3,850 shares 3,850 $1.45M 0.01% +2,937 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON 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: 911 shares; 2026Q1: 5,747 shares; 2026Q2: 4,573 shares 4,573 $1.45M 0.01% -1,174 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,207 shares; 2025Q2: 29,592 shares; 2025Q3: 38,131 shares; 2025Q4: 46,687 shares; 2026Q1: 38,253 shares; 2026Q2: 26,603 shares 26,603 $1.45M 0.01% -11,650 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,862 shares; 2024Q4: not reported; 2025Q1: 10,409 shares; 2025Q2: 13,837 shares; 2025Q3: 17,014 shares; 2025Q4: 15,660 shares; 2026Q1: 20,392 shares; 2026Q2: 14,828 shares 14,828 $1.44M 0.01% -5,564 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,278 shares; 2024Q4: 2,148 shares; 2025Q1: 3,777 shares; 2025Q2: 3,706 shares; 2025Q3: 4,636 shares; 2025Q4: 3,341 shares; 2026Q1: 4,027 shares; 2026Q2: 3,617 shares 3,617 $1.44M 0.01% -410 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,797 shares; 2025Q1: 24,913 shares; 2025Q2: 41,417 shares; 2025Q3: 63,959 shares; 2025Q4: 47,667 shares; 2026Q1: 25,885 shares; 2026Q2: 26,428 shares 26,428 $1.44M 0.01% +543 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,293 shares; 2024Q4: 11,087 shares; 2025Q1: 11,374 shares; 2025Q2: 11,285 shares; 2025Q3: 8,224 shares; 2025Q4: 12,217 shares; 2026Q1: 12,346 shares; 2026Q2: 12,155 shares 12,155 $1.43M 0.01% -191 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,115 shares; 2024Q4: 3,969 shares; 2025Q1: 6,063 shares; 2025Q2: 3,564 shares; 2025Q3: 5,938 shares; 2025Q4: 3,652 shares; 2026Q1: 2,957 shares; 2026Q2: 2,802 shares 2,802 $1.43M 0.01% -155 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 43,844 shares; 2026Q1: 46,603 shares; 2026Q2: 51,306 shares 51,306 $1.42M 0.01% +4,703 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,651 shares; 2024Q4: 6,758 shares; 2025Q1: 10,929 shares; 2025Q2: 10,970 shares; 2025Q3: 44,388 shares; 2025Q4: 27,369 shares; 2026Q1: 32,805 shares; 2026Q2: 30,316 shares 30,316 $1.42M 0.01% -2,489 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,763 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,303 shares; 2025Q3: 28,315 shares; 2025Q4: 35,367 shares; 2026Q1: 141,557 shares; 2026Q2: 88,753 shares 88,753 $1.41M 0.01% -52,804 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 340 shares; 2025Q1: 189 shares; 2025Q2: 368 shares; 2025Q3: 423 shares; 2025Q4: 312 shares; 2026Q1: 296 shares; 2026Q2: 440 shares 440 $1.41M 0.01% +144 Timeline VONG 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: 2,687 shares; 2024Q4: not reported; 2025Q1: 3,305 shares; 2025Q2: 29,752 shares; 2025Q3: 46,092 shares; 2025Q4: 5,578 shares; 2026Q1: 10,500 shares; 2026Q2: 10,964 shares 10,964 $1.4M 0.01% +464 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,415 shares; 2024Q4: 3,164 shares; 2025Q1: 2,731 shares; 2025Q2: 2,203 shares; 2025Q3: 3,571 shares; 2025Q4: 3,177 shares; 2026Q1: 4,816 shares; 2026Q2: 7,533 shares 7,533 $1.4M 0.01% +2,717 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 23,391 shares; 2025Q4: 17,161 shares; 2026Q1: 25,265 shares; 2026Q2: 27,900 shares 27,900 $1.39M 0.01% +2,635 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: 144 shares; 2024Q4: 456 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 806 shares; 2025Q4: 817 shares; 2026Q1: 849 shares; 2026Q2: 7,824 shares 7,824 $1.39M 0.01% +6,975 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,599 shares; 2025Q1: 29,179 shares; 2025Q2: 12,661 shares; 2025Q3: 20,371 shares; 2025Q4: 12,795 shares; 2026Q1: 7,098 shares; 2026Q2: 19,251 shares 19,251 $1.39M 0.01% +12,153 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,043 shares; 2024Q4: 42,029 shares; 2025Q1: 22,761 shares; 2025Q2: 19,912 shares; 2025Q3: 22,935 shares; 2025Q4: 3,279 shares; 2026Q1: 25,407 shares; 2026Q2: 25,996 shares 25,996 $1.39M 0.01% +589 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,693 shares; 2025Q2: 5,514 shares; 2025Q3: 21,904 shares; 2025Q4: 13,544 shares; 2026Q1: 16,037 shares; 2026Q2: 17,374 shares 17,374 $1.39M 0.01% +1,337 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,662 shares; 2025Q2: 4,461 shares; 2025Q3: 6,060 shares; 2025Q4: 5,502 shares; 2026Q1: 5,909 shares; 2026Q2: 3,455 shares 3,455 $1.39M 0.01% -2,454 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,899 shares; 2025Q1: 15,339 shares; 2025Q2: 10,696 shares; 2025Q3: 15,826 shares; 2025Q4: 26,624 shares; 2026Q1: 27,793 shares; 2026Q2: 19,746 shares 19,746 $1.38M 0.01% -8,047 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,203 shares; 2024Q4: 1,531 shares; 2025Q1: 2,301 shares; 2025Q2: 2,105 shares; 2025Q3: 1,411 shares; 2025Q4: not reported; 2026Q1: 891 shares; 2026Q2: 4,374 shares 4,374 $1.38M 0.01% +3,483 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,726 shares; 2024Q4: 46,031 shares; 2025Q1: 36,270 shares; 2025Q2: 23,186 shares; 2025Q3: 42,239 shares; 2025Q4: 32,058 shares; 2026Q1: 27,061 shares; 2026Q2: 28,502 shares 28,502 $1.37M 0.01% +1,441 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 267 shares; 2025Q4: 405 shares; 2026Q1: 1,295 shares; 2026Q2: 1,312 shares 1,312 $1.37M 0.01% +17 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; 2024Q3: 31,863 shares; 2024Q4: 27,866 shares; 2025Q1: 27,667 shares; 2025Q2: 29,041 shares; 2025Q3: 31,182 shares; 2025Q4: 30,489 shares; 2026Q1: 29,860 shares; 2026Q2: 29,842 shares 29,842 $1.36M 0.01% -18 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,974 shares; 2024Q4: 40,913 shares; 2025Q1: 42,998 shares; 2025Q2: 40,747 shares; 2025Q3: 68,499 shares; 2025Q4: 36,139 shares; 2026Q1: 35,364 shares; 2026Q2: 21,037 shares 21,037 $1.36M 0.01% -14,327 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,369 shares; 2024Q4: 11,189 shares; 2025Q1: 12,223 shares; 2025Q2: 13,409 shares; 2025Q3: 10,523 shares; 2025Q4: 8,792 shares; 2026Q1: 26,252 shares; 2026Q2: 31,754 shares 31,754 $1.36M 0.01% +5,502 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371 shares; 2024Q4: not reported; 2025Q1: 849 shares; 2025Q2: not reported; 2025Q3: 2,909 shares; 2025Q4: 4,403 shares; 2026Q1: 5,290 shares; 2026Q2: 2,165 shares 2,165 $1.35M 0.01% -3,125 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: 2,414 shares; 2025Q4: 1,466 shares; 2026Q1: 2,823 shares; 2026Q2: 5,498 shares 5,498 $1.35M 0.01% +2,675 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,173 shares; 2024Q4: not reported; 2025Q1: 3,739 shares; 2025Q2: 3,831 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,412 shares; 2026Q2: 25,525 shares 25,525 $1.34M 0.01% +18,113 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,405 shares; 2025Q2: 7,332 shares; 2025Q3: 9,678 shares; 2025Q4: 5,956 shares; 2026Q1: 5,409 shares; 2026Q2: 6,291 shares 6,291 $1.34M 0.01% +882 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,456 shares; 2024Q4: 4,282 shares; 2025Q1: 4,948 shares; 2025Q2: 2,046 shares; 2025Q3: 3,427 shares; 2025Q4: 6,115 shares; 2026Q1: 7,882 shares; 2026Q2: 12,351 shares 12,351 $1.33M 0.01% +4,469 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,807 shares; 2025Q1: 4,106 shares; 2025Q2: not reported; 2025Q3: 8,398 shares; 2025Q4: 17,076 shares; 2026Q1: 26,856 shares; 2026Q2: 26,583 shares 26,583 $1.33M 0.01% -273 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: 570 shares; 2025Q1: 1,217 shares; 2025Q2: 1,301 shares; 2025Q3: 2,170 shares; 2025Q4: 2,378 shares; 2026Q1: 2,790 shares; 2026Q2: 1,749 shares 1,749 $1.33M 0.01% -1,041 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,559 shares; 2025Q2: 7,511 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,879 shares; 2026Q2: 13,111 shares 13,111 $1.32M 0.01% +4,232 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,207 shares; 2024Q4: 22,213 shares; 2025Q1: 22,577 shares; 2025Q2: 22,877 shares; 2025Q3: 23,689 shares; 2025Q4: 23,616 shares; 2026Q1: 23,436 shares; 2026Q2: 22,731 shares 22,731 $1.31M 0.01% -705 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,419 shares; 2025Q3: 2,881 shares; 2025Q4: 3,485 shares; 2026Q1: 5,308 shares; 2026Q2: 3,873 shares 3,873 $1.3M 0.01% -1,435 Timeline SCHE 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: 28,254 shares; 2024Q4: 21,634 shares; 2025Q1: 28,090 shares; 2025Q2: 30,144 shares; 2025Q3: 46,845 shares; 2025Q4: 32,563 shares; 2026Q1: 12,378 shares; 2026Q2: 35,856 shares 35,856 $1.3M 0.01% +23,478 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,347 shares; 2025Q1: 11,741 shares; 2025Q2: 3,990 shares; 2025Q3: not reported; 2025Q4: 4,195 shares; 2026Q1: 22,465 shares; 2026Q2: 14,148 shares 14,148 $1.3M 0.01% -8,317 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,908 shares; 2024Q4: 15,593 shares; 2025Q1: 14,386 shares; 2025Q2: 19,446 shares; 2025Q3: 12,033 shares; 2025Q4: 23,857 shares; 2026Q1: 39,570 shares; 2026Q2: 46,043 shares 46,043 $1.3M 0.01% +6,473 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,564 shares; 2024Q4: 19,157 shares; 2025Q1: 36,973 shares; 2025Q2: 24,685 shares; 2025Q3: 33,844 shares; 2025Q4: 45,925 shares; 2026Q1: 47,796 shares; 2026Q2: 47,685 shares 47,685 $1.3M 0.01% -111 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 226,428 shares; 2025Q1: 179,855 shares; 2025Q2: 80,201 shares; 2025Q3: 81,793 shares; 2025Q4: not reported; 2026Q1: 49,460 shares; 2026Q2: 49,347 shares 49,347 $1.29M 0.01% -113 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,830 shares; 2025Q3: 5,072 shares; 2025Q4: 5,846 shares; 2026Q1: 6,033 shares; 2026Q2: 4,520 shares 4,520 $1.29M 0.01% -1,513 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,397 shares; 2024Q4: 4,049 shares; 2025Q1: 5,306 shares; 2025Q2: 5,370 shares; 2025Q3: 8,362 shares; 2025Q4: 5,659 shares; 2026Q1: 5,675 shares; 2026Q2: 5,173 shares 5,173 $1.29M 0.01% -502 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,550 shares; 2025Q4: 5,710 shares; 2026Q1: 7,651 shares; 2026Q2: 7,422 shares 7,422 $1.29M 0.01% -229 Timeline VHT 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: 3,860 shares; 2024Q4: 1,794 shares; 2025Q1: 4,265 shares; 2025Q2: 4,007 shares; 2025Q3: 5,097 shares; 2025Q4: 4,258 shares; 2026Q1: 4,948 shares; 2026Q2: 4,307 shares 4,307 $1.29M 0.01% -641 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: 1,466 shares; 2024Q4: 868 shares; 2025Q1: 1,162 shares; 2025Q2: 1,978 shares; 2025Q3: 2,598 shares; 2025Q4: 1,855 shares; 2026Q1: 1,960 shares; 2026Q2: 1,702 shares 1,702 $1.29M 0.01% -258 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,112 shares; 2025Q2: 5,819 shares; 2025Q3: 9,744 shares; 2025Q4: 6,917 shares; 2026Q1: 8,009 shares; 2026Q2: 7,241 shares 7,241 $1.29M 0.01% -768 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,603 shares; 2024Q4: 14,548 shares; 2025Q1: 18,789 shares; 2025Q2: 15,457 shares; 2025Q3: 11,681 shares; 2025Q4: 11,451 shares; 2026Q1: 14,967 shares; 2026Q2: 25,362 shares 25,362 $1.28M 0.01% +10,395 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,870 shares; 2024Q4: 4,300 shares; 2025Q1: 11,259 shares; 2025Q2: 8,377 shares; 2025Q3: 23,650 shares; 2025Q4: 11,494 shares; 2026Q1: 18,496 shares; 2026Q2: 14,344 shares 14,344 $1.27M 0.01% -4,152 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: 1,504 shares; 2024Q4: not reported; 2025Q1: 1,608 shares; 2025Q2: 2,987 shares; 2025Q3: 8,134 shares; 2025Q4: 12,510 shares; 2026Q1: 10,061 shares; 2026Q2: 7,819 shares 7,819 $1.27M 0.01% -2,242 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,725 shares; 2025Q1: not reported; 2025Q2: 1,787 shares; 2025Q3: 8,120 shares; 2025Q4: 6,236 shares; 2026Q1: 14,466 shares; 2026Q2: 13,898 shares 13,898 $1.27M 0.01% -568 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,295 shares; 2025Q2: 8,228 shares; 2025Q3: 8,575 shares; 2025Q4: 8,654 shares; 2026Q1: 9,798 shares; 2026Q2: 21,896 shares 21,896 $1.26M 0.01% +12,098 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,402 shares; 2024Q4: 6,368 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,718 shares; 2026Q2: 16,501 shares 16,501 $1.26M 0.01% -3,217 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,160 shares; 2026Q1: 22,798 shares; 2026Q2: 22,558 shares 22,558 $1.26M 0.01% -240 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: 76,729 shares; 2024Q4: 87,292 shares; 2025Q1: 34,160 shares; 2025Q2: 116,897 shares; 2025Q3: 36,077 shares; 2025Q4: 96,949 shares; 2026Q1: 11,563 shares; 2026Q2: 90,212 shares 90,212 $1.25M 0.01% +78,649 Timeline