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: 271,697 shares; 2024Q4: 329,446 shares; 2025Q1: 566,825 shares; 2025Q2: 669,596 shares; 2025Q3: 754,092 shares; 2025Q4: 916,928 shares; 2026Q1: 1,164,888 shares; 2026Q2: 1,379,133 shares 1,379,133 $66.7M 7.15% +214,245 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,882 shares; 2024Q4: 230,180 shares; 2025Q1: 294,962 shares; 2025Q2: 352,973 shares; 2025Q3: 378,113 shares; 2025Q4: 420,342 shares; 2026Q1: 537,942 shares; 2026Q2: 583,033 shares 583,033 $53.8M 5.77% +45,091 Timeline JAVA 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: 330,597 shares; 2024Q4: 358,265 shares; 2025Q1: 368,658 shares; 2025Q2: 425,087 shares; 2025Q3: 451,701 shares; 2025Q4: 471,363 shares; 2026Q1: 524,892 shares; 2026Q2: 550,530 shares 550,530 $43.7M 4.69% +25,638 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: 63,218 shares; 2024Q4: 69,036 shares; 2025Q1: 71,996 shares; 2025Q2: 86,083 shares; 2025Q3: 91,021 shares; 2025Q4: 94,748 shares; 2026Q1: 103,782 shares; 2026Q2: 111,306 shares 111,306 $41.2M 4.42% +7,524 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: 232,964 shares; 2024Q4: 589,071 shares; 2025Q1: 712,770 shares; 2025Q2: 783,939 shares; 2025Q3: 893,254 shares; 2025Q4: 987,311 shares; 2026Q1: 1,264,073 shares; 2026Q2: 1,413,552 shares 1,413,552 $39.2M 4.2% +149,479 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: 238,356 shares; 2024Q4: 296,831 shares; 2025Q1: 360,974 shares; 2025Q2: 385,194 shares; 2025Q3: 469,270 shares; 2025Q4: 520,156 shares; 2026Q1: 599,263 shares; 2026Q2: 642,882 shares 642,882 $38.4M 4.12% +43,619 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: 147,910 shares; 2024Q4: 156,281 shares; 2025Q1: 158,780 shares; 2025Q2: 182,134 shares; 2025Q3: 189,795 shares; 2025Q4: 201,861 shares; 2026Q1: 222,710 shares; 2026Q2: 234,194 shares 234,194 $36.8M 3.94% +11,484 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: 236,587 shares; 2024Q4: 252,952 shares; 2025Q1: 262,617 shares; 2025Q2: 290,823 shares; 2025Q3: 329,711 shares; 2025Q4: 341,804 shares; 2026Q1: 363,748 shares; 2026Q2: 390,586 shares 390,586 $30.1M 3.23% +26,838 Timeline JMST 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: 593,698 shares; 2024Q4: 594,838 shares; 2025Q1: 595,459 shares; 2025Q2: 591,934 shares; 2025Q3: 599,426 shares; 2025Q4: 615,055 shares; 2026Q1: 477,125 shares; 2026Q2: 508,803 shares 508,803 $25.9M 2.78% +31,678 Timeline VONV 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: 171,879 shares; 2024Q4: 175,183 shares; 2025Q1: 180,739 shares; 2025Q2: 209,644 shares; 2025Q3: 216,319 shares; 2025Q4: 218,692 shares; 2026Q1: 235,430 shares; 2026Q2: 237,335 shares 237,335 $25.2M 2.71% +1,905 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: 77,474 shares; 2024Q4: 340,260 shares; 2025Q1: 340,922 shares; 2025Q2: 394,811 shares; 2025Q3: 424,951 shares; 2025Q4: 473,627 shares; 2026Q1: 632,887 shares; 2026Q2: 703,560 shares 703,560 $23.8M 2.55% +70,673 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: 117,615 shares; 2024Q4: 127,923 shares; 2025Q1: 129,944 shares; 2025Q2: 139,377 shares; 2025Q3: 158,337 shares; 2025Q4: 162,267 shares; 2026Q1: 152,551 shares; 2026Q2: 156,774 shares 156,774 $23.3M 2.49% +4,223 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: 39,955 shares; 2024Q4: 40,398 shares; 2025Q1: 45,617 shares; 2025Q2: 71,539 shares; 2025Q3: 74,351 shares; 2025Q4: 73,211 shares; 2026Q1: 72,016 shares; 2026Q2: 77,956 shares 77,956 $22.6M 2.42% +5,940 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,303 shares; 2025Q2: 293,811 shares; 2025Q3: 357,492 shares; 2025Q4: 443,104 shares; 2026Q1: 531,658 shares; 2026Q2: 860,394 shares 860,394 $22.1M 2.37% +328,736 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,464 shares; 2024Q4: 153,549 shares; 2025Q1: 159,748 shares; 2025Q2: 175,444 shares; 2025Q3: 202,857 shares; 2025Q4: 237,519 shares; 2026Q1: 284,302 shares; 2026Q2: 313,477 shares 313,477 $20.9M 2.24% +29,175 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: 245,368 shares; 2024Q4: 262,887 shares; 2025Q1: 339,075 shares; 2025Q2: 430,419 shares; 2025Q3: 480,653 shares; 2025Q4: 537,742 shares; 2026Q1: 652,418 shares; 2026Q2: 731,797 shares 731,797 $20.2M 2.17% +79,379 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: 105,836 shares; 2024Q4: 125,616 shares; 2025Q1: 157,879 shares; 2025Q2: 171,474 shares; 2025Q3: 209,009 shares; 2025Q4: 218,421 shares; 2026Q1: 229,229 shares; 2026Q2: 239,967 shares 239,967 $19.7M 2.12% +10,738 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: 47,140 shares; 2024Q4: 50,915 shares; 2025Q1: 58,733 shares; 2025Q2: 63,851 shares; 2025Q3: 71,336 shares; 2025Q4: 74,115 shares; 2026Q1: 79,966 shares; 2026Q2: 88,997 shares 88,997 $17.8M 1.91% +9,031 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: 19,732 shares; 2024Q4: 21,406 shares; 2025Q1: 23,198 shares; 2025Q2: 29,322 shares; 2025Q3: 31,417 shares; 2025Q4: 29,149 shares; 2026Q1: 29,230 shares; 2026Q2: 33,780 shares 33,780 $12.6M 1.35% +4,550 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: 18,282 shares; 2024Q4: 19,077 shares; 2025Q1: 20,364 shares; 2025Q2: 28,276 shares; 2025Q3: 30,260 shares; 2025Q4: 29,123 shares; 2026Q1: 29,682 shares; 2026Q2: 29,963 shares 29,963 $10.6M 1.14% +281 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,822 shares; 2024Q4: 180,781 shares; 2025Q1: 157,214 shares; 2025Q2: 158,190 shares; 2025Q3: 165,881 shares; 2025Q4: 184,997 shares; 2026Q1: 204,327 shares; 2026Q2: 206,622 shares 206,622 $10.4M 1.12% +2,295 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: 14,954 shares; 2024Q4: 14,990 shares; 2025Q1: 16,030 shares; 2025Q2: 25,058 shares; 2025Q3: 26,504 shares; 2025Q4: 23,812 shares; 2026Q1: 23,438 shares; 2026Q2: 25,480 shares 25,480 $9.11M 0.98% +2,042 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: 4,662 shares; 2024Q4: 4,644 shares; 2025Q1: 4,566 shares; 2025Q2: 5,091 shares; 2025Q3: 5,286 shares; 2025Q4: 5,445 shares; 2026Q1: 5,566 shares; 2026Q2: 11,220 shares 11,220 $8.4M 0.9% +5,654 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,314 shares; 2024Q4: 18,390 shares; 2025Q1: 20,051 shares; 2025Q2: 26,595 shares; 2025Q3: 29,922 shares; 2025Q4: 27,379 shares; 2026Q1: 27,189 shares; 2026Q2: 32,026 shares 32,026 $7.63M 0.82% +4,837 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,190 shares; 2024Q4: 146,006 shares; 2025Q1: 156,155 shares; 2025Q2: 160,785 shares; 2025Q3: 161,792 shares; 2025Q4: 163,709 shares; 2026Q1: 163,433 shares; 2026Q2: 162,286 shares 162,286 $6.87M 0.74% -1,147 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,603 shares; 2024Q4: 1,664 shares; 2025Q1: 1,778 shares; 2025Q2: 30,476 shares; 2025Q3: 30,643 shares; 2025Q4: 31,521 shares; 2026Q1: 31,786 shares; 2026Q2: 31,079 shares 31,079 $6.79M 0.73% -707 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,551 shares; 2025Q3: 25,701 shares; 2025Q4: 26,593 shares; 2026Q1: 29,267 shares; 2026Q2: 30,178 shares 30,178 $6.42M 0.69% +911 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: 33,600 shares; 2024Q4: 33,751 shares; 2025Q1: 35,586 shares; 2025Q2: 43,426 shares; 2025Q3: 44,414 shares; 2025Q4: 42,845 shares; 2026Q1: 42,998 shares; 2026Q2: 45,871 shares 45,871 $6.27M 0.67% +2,873 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: 9,430 shares; 2024Q4: 9,340 shares; 2025Q1: 9,779 shares; 2025Q2: 10,191 shares; 2025Q3: 11,990 shares; 2025Q4: 13,032 shares; 2026Q1: 13,412 shares; 2026Q2: 14,749 shares 14,749 $5.57M 0.6% +1,337 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: 1,264 shares; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 12,059 shares; 2025Q3: 11,779 shares; 2025Q4: 11,270 shares; 2026Q1: 11,110 shares; 2026Q2: 64,678 shares 64,678 $5.57M 0.6% +53,568 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: 9,912 shares; 2024Q4: 10,278 shares; 2025Q1: 10,903 shares; 2025Q2: 15,462 shares; 2025Q3: 16,418 shares; 2025Q4: 14,498 shares; 2026Q1: 14,738 shares; 2026Q2: 15,592 shares 15,592 $5.1M 0.55% +854 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: 3,664 shares; 2024Q4: 4,240 shares; 2025Q1: 5,400 shares; 2025Q2: 5,632 shares; 2025Q3: 5,640 shares; 2025Q4: 5,967 shares; 2026Q1: 5,511 shares; 2026Q2: 6,860 shares 6,860 $5.05M 0.54% +1,349 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: 2,394 shares; 2024Q4: 3,155 shares; 2025Q1: 3,946 shares; 2025Q2: 6,295 shares; 2025Q3: 6,668 shares; 2025Q4: 7,591 shares; 2026Q1: 7,077 shares; 2026Q2: 6,609 shares 6,609 $4.94M 0.53% -468 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: 6,382 shares; 2024Q4: 6,740 shares; 2025Q1: 7,639 shares; 2025Q2: 9,830 shares; 2025Q3: 9,888 shares; 2025Q4: 9,327 shares; 2026Q1: 9,029 shares; 2026Q2: 8,925 shares 8,925 $4.47M 0.48% -104 Timeline FDL 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: 125,380 shares; 2025Q3: 122,279 shares; 2025Q4: 117,507 shares; 2026Q1: 96,664 shares; 2026Q2: 89,428 shares 89,428 $4.35M 0.47% -7,236 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,125 shares; 2024Q4: 5,066 shares; 2025Q1: 4,835 shares; 2025Q2: 9,073 shares; 2025Q3: 10,186 shares; 2025Q4: 10,559 shares; 2026Q1: 10,575 shares; 2026Q2: 10,264 shares 10,264 $4.32M 0.46% -311 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: not reported; 2025Q2: 33,950 shares; 2025Q3: 33,066 shares; 2025Q4: 36,242 shares; 2026Q1: 37,501 shares; 2026Q2: 37,495 shares 37,495 $3.78M 0.41% -6 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: 5,257 shares; 2024Q4: 6,073 shares; 2025Q1: 6,554 shares; 2025Q2: 8,832 shares; 2025Q3: 9,837 shares; 2025Q4: 11,065 shares; 2026Q1: 10,108 shares; 2026Q2: 9,825 shares 9,825 $3.67M 0.39% -283 Timeline ITA 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: 14,841 shares; 2025Q3: 14,632 shares; 2025Q4: 14,806 shares; 2026Q1: 14,880 shares; 2026Q2: 14,474 shares 14,474 $3.51M 0.38% -406 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,279 shares; 2025Q3: 20,540 shares; 2025Q4: 22,291 shares; 2026Q1: 23,322 shares; 2026Q2: 22,274 shares 22,274 $3.26M 0.35% -1,048 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,840 shares; 2024Q4: 1,825 shares; 2025Q1: 1,873 shares; 2025Q2: 2,683 shares; 2025Q3: 2,945 shares; 2025Q4: 3,211 shares; 2026Q1: 3,347 shares; 2026Q2: 4,470 shares 4,470 $3.23M 0.35% +1,123 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,695 shares; 2024Q4: 2,320 shares; 2025Q1: 2,288 shares; 2025Q2: 3,467 shares; 2025Q3: 3,397 shares; 2025Q4: 2,901 shares; 2026Q1: 9,334 shares; 2026Q2: 9,108 shares 9,108 $3.14M 0.34% -226 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,488 shares; 2025Q4: 1,687 shares; 2026Q1: 2,465 shares; 2026Q2: 2,644 shares 2,644 $3.05M 0.33% +179 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: 1,710 shares; 2024Q4: 1,907 shares; 2025Q1: 1,972 shares; 2025Q2: 2,632 shares; 2025Q3: 2,821 shares; 2025Q4: 2,819 shares; 2026Q1: 2,805 shares; 2026Q2: 2,563 shares 2,563 $3.01M 0.32% -242 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: 3,129 shares; 2024Q4: 2,995 shares; 2025Q1: 4,075 shares; 2025Q2: 8,453 shares; 2025Q3: 10,016 shares; 2025Q4: 11,259 shares; 2026Q1: 10,865 shares; 2026Q2: 11,630 shares 11,630 $2.95M 0.32% +765 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: 2,953 shares; 2024Q4: 4,406 shares; 2025Q1: 5,218 shares; 2025Q2: 6,029 shares; 2025Q3: 6,016 shares; 2025Q4: 4,244 shares; 2026Q1: 4,266 shares; 2026Q2: 4,269 shares 4,269 $2.93M 0.31% +3 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: 4,008 shares; 2024Q4: 4,825 shares; 2025Q1: 6,919 shares; 2025Q2: 5,918 shares; 2025Q3: 7,183 shares; 2025Q4: 5,485 shares; 2026Q1: 6,003 shares; 2026Q2: 6,017 shares 6,017 $2.87M 0.31% +14 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,144 shares; 2025Q3: 47,967 shares; 2025Q4: 36,337 shares; 2026Q1: 31,722 shares; 2026Q2: 29,895 shares 29,895 $2.74M 0.29% -1,827 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: 3,427 shares; 2024Q4: 3,428 shares; 2025Q1: 4,845 shares; 2025Q2: 5,098 shares; 2025Q3: 5,102 shares; 2025Q4: 5,198 shares; 2026Q1: 5,173 shares; 2026Q2: 5,177 shares 5,177 $2.7M 0.29% +4 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: 2,973 shares; 2024Q4: 3,637 shares; 2025Q1: 3,903 shares; 2025Q2: 4,707 shares; 2025Q3: 5,254 shares; 2025Q4: 4,314 shares; 2026Q1: 4,400 shares; 2026Q2: 4,663 shares 4,663 $2.63M 0.28% +263 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: 36,196 shares; 2024Q4: 39,953 shares; 2025Q1: 39,851 shares; 2025Q2: 49,506 shares; 2025Q3: 49,320 shares; 2025Q4: 35,382 shares; 2026Q1: 35,988 shares; 2026Q2: 35,539 shares 35,539 $2.53M 0.27% -449 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,406 shares; 2024Q4: 1,296 shares; 2025Q1: 1,484 shares; 2025Q2: 1,611 shares; 2025Q3: 1,792 shares; 2025Q4: 1,867 shares; 2026Q1: 1,886 shares; 2026Q2: 2,078 shares 2,078 $2.49M 0.27% +192 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,302 shares; 2025Q4: 9,487 shares; 2026Q1: 9,536 shares; 2026Q2: 17,314 shares 17,314 $2.42M 0.26% +7,778 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,451 shares; 2024Q4: 88,032 shares; 2025Q1: 66,019 shares; 2025Q2: 47,203 shares; 2025Q3: 47,733 shares; 2025Q4: 46,591 shares; 2026Q1: 47,115 shares; 2026Q2: 45,668 shares 45,668 $2.27M 0.24% -1,447 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: 1,326 shares; 2024Q4: 3,503 shares; 2025Q1: 3,513 shares; 2025Q2: 3,522 shares; 2025Q3: 4,098 shares; 2025Q4: 4,116 shares; 2026Q1: 5,808 shares; 2026Q2: 6,505 shares 6,505 $2.24M 0.24% +697 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: 7,077 shares; 2024Q4: 5,632 shares; 2025Q1: 5,666 shares; 2025Q2: 29,671 shares; 2025Q3: 33,404 shares; 2025Q4: 34,165 shares; 2026Q1: 33,876 shares; 2026Q2: 38,558 shares 38,558 $2.2M 0.24% +4,682 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328 shares; 2024Q4: 371 shares; 2025Q1: 450 shares; 2025Q2: 241 shares; 2025Q3: 286 shares; 2025Q4: 677 shares; 2026Q1: 710 shares; 2026Q2: 7,230 shares 7,230 $2.18M 0.23% +6,520 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: 10,376 shares; 2024Q4: 10,462 shares; 2025Q1: 10,826 shares; 2025Q2: 10,379 shares; 2025Q3: 10,811 shares; 2025Q4: 6,867 shares; 2026Q1: 6,041 shares; 2026Q2: 6,357 shares 6,357 $2.18M 0.23% +316 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: 3,478 shares; 2024Q4: 7,271 shares; 2025Q1: 12,295 shares; 2025Q2: 12,661 shares; 2025Q3: 13,449 shares; 2025Q4: 13,111 shares; 2026Q1: 14,462 shares; 2026Q2: 22,543 shares 22,543 $2.18M 0.23% +8,081 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: not reported; 2024Q4: 7,060 shares; 2025Q1: 8,923 shares; 2025Q2: 11,209 shares; 2025Q3: 12,817 shares; 2025Q4: 13,604 shares; 2026Q1: 17,371 shares; 2026Q2: 26,070 shares 26,070 $2.16M 0.23% +8,699 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: 13,684 shares; 2024Q4: 29,849 shares; 2025Q1: 53,781 shares; 2025Q2: 100,197 shares; 2025Q3: 98,256 shares; 2025Q4: 84,604 shares; 2026Q1: 74,214 shares; 2026Q2: 58,533 shares 58,533 $2.11M 0.23% -15,681 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: not reported; 2025Q1: not reported; 2025Q2: 3,711 shares; 2025Q3: 4,691 shares; 2025Q4: 4,672 shares; 2026Q1: 4,597 shares; 2026Q2: 4,697 shares 4,697 $2.04M 0.22% +100 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,619 shares; 2024Q4: 15,128 shares; 2025Q1: 10,209 shares; 2025Q2: 9,939 shares; 2025Q3: 8,991 shares; 2025Q4: 9,268 shares; 2026Q1: 7,649 shares; 2026Q2: 7,659 shares 7,659 $2.03M 0.22% +10 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: 524 shares; 2024Q4: 580 shares; 2025Q1: 627 shares; 2025Q2: 576 shares; 2025Q3: 682 shares; 2025Q4: 775 shares; 2026Q1: 793 shares; 2026Q2: 987 shares 987 $1.96M 0.21% +194 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,597 shares; 2024Q4: 2,707 shares; 2025Q1: 3,045 shares; 2025Q2: 6,457 shares; 2025Q3: 6,326 shares; 2025Q4: 6,521 shares; 2026Q1: 6,467 shares; 2026Q2: 6,949 shares 6,949 $1.95M 0.21% +482 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: 22,963 shares; 2024Q4: 68,961 shares; 2025Q1: 64,254 shares; 2025Q2: 66,618 shares; 2025Q3: 66,681 shares; 2025Q4: 66,749 shares; 2026Q1: 66,819 shares; 2026Q2: 66,877 shares 66,877 $1.94M 0.21% +58 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: 663 shares; 2024Q4: 688 shares; 2025Q1: 866 shares; 2025Q2: 1,169 shares; 2025Q3: 1,500 shares; 2025Q4: 1,608 shares; 2026Q1: 1,609 shares; 2026Q2: 1,800 shares 1,800 $1.92M 0.21% +191 Timeline FBOT 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: 48,332 shares; 2025Q3: 48,245 shares; 2025Q4: 49,744 shares; 2026Q1: 50,147 shares; 2026Q2: 48,088 shares 48,088 $1.9M 0.2% -2,059 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: 13,275 shares; 2024Q4: 13,657 shares; 2025Q1: 14,556 shares; 2025Q2: 17,941 shares; 2025Q3: 18,366 shares; 2025Q4: 15,795 shares; 2026Q1: 14,799 shares; 2026Q2: 15,866 shares 15,866 $1.86M 0.2% +1,067 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: 3,109 shares; 2024Q4: 3,148 shares; 2025Q1: 2,811 shares; 2025Q2: 2,400 shares; 2025Q3: 2,549 shares; 2025Q4: 1,839 shares; 2026Q1: 1,832 shares; 2026Q2: 1,971 shares 1,971 $1.84M 0.2% +139 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,489 shares; 2025Q3: 1,931 shares; 2025Q4: 2,581 shares; 2026Q1: 2,837 shares; 2026Q2: 3,153 shares 3,153 $1.83M 0.2% +316 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: 7,309 shares; 2024Q4: 6,952 shares; 2025Q1: 6,050 shares; 2025Q2: 10,349 shares; 2025Q3: 11,332 shares; 2025Q4: 9,059 shares; 2026Q1: 9,431 shares; 2026Q2: 10,375 shares 10,375 $1.72M 0.18% +944 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: 5,639 shares; 2024Q4: 5,855 shares; 2025Q1: 6,244 shares; 2025Q2: 10,752 shares; 2025Q3: not reported; 2025Q4: 8,826 shares; 2026Q1: 8,835 shares; 2026Q2: 8,885 shares 8,885 $1.69M 0.18% +50 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: not reported; 2024Q4: not reported; 2025Q1: 942 shares; 2025Q2: 3,311 shares; 2025Q3: 3,435 shares; 2025Q4: 3,420 shares; 2026Q1: 3,491 shares; 2026Q2: 4,049 shares 4,049 $1.66M 0.18% +558 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: 4,100 shares; 2024Q4: 4,266 shares; 2025Q1: 4,236 shares; 2025Q2: 5,135 shares; 2025Q3: 5,726 shares; 2025Q4: 5,061 shares; 2026Q1: 4,483 shares; 2026Q2: 4,654 shares 4,654 $1.64M 0.18% +171 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: 11,071 shares; 2024Q4: 10,646 shares; 2025Q1: 10,551 shares; 2025Q2: 12,601 shares; 2025Q3: 12,227 shares; 2025Q4: 12,233 shares; 2026Q1: 12,025 shares; 2026Q2: 12,371 shares 12,371 $1.58M 0.17% +346 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,698 shares; 2024Q4: 38,712 shares; 2025Q1: 57,650 shares; 2025Q2: 57,237 shares; 2025Q3: 56,769 shares; 2025Q4: 46,183 shares; 2026Q1: 43,789 shares; 2026Q2: 41,152 shares 41,152 $1.51M 0.16% -2,637 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: 10,907 shares; 2024Q4: 12,400 shares; 2025Q1: 17,560 shares; 2025Q2: 38,241 shares; 2025Q3: 36,689 shares; 2025Q4: 38,100 shares; 2026Q1: 42,431 shares; 2026Q2: 41,511 shares 41,511 $1.51M 0.16% -920 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: 13,767 shares; 2024Q4: 48,409 shares; 2025Q1: 47,487 shares; 2025Q2: 48,010 shares; 2025Q3: 46,063 shares; 2025Q4: 44,790 shares; 2026Q1: 45,169 shares; 2026Q2: 50,549 shares 50,549 $1.49M 0.16% +5,380 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,220 shares; 2025Q1: 1,924 shares; 2025Q2: 3,203 shares; 2025Q3: 3,669 shares; 2025Q4: 3,683 shares; 2026Q1: 4,112 shares; 2026Q2: 4,315 shares 4,315 $1.47M 0.16% +203 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: 4,099 shares; 2024Q4: 5,258 shares; 2025Q1: 5,933 shares; 2025Q2: 10,837 shares; 2025Q3: 12,048 shares; 2025Q4: 11,999 shares; 2026Q1: 12,361 shares; 2026Q2: 12,735 shares 12,735 $1.44M 0.15% +374 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: 7,205 shares; 2024Q4: 6,713 shares; 2025Q1: 4,864 shares; 2025Q2: 8,867 shares; 2025Q3: 10,055 shares; 2025Q4: 10,450 shares; 2026Q1: 10,189 shares; 2026Q2: 11,015 shares 11,015 $1.42M 0.15% +826 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,082 shares; 2024Q4: 5,914 shares; 2025Q1: 14,779 shares; 2025Q2: 16,353 shares; 2025Q3: 21,078 shares; 2025Q4: 27,218 shares; 2026Q1: 28,145 shares; 2026Q2: 28,905 shares 28,905 $1.4M 0.15% +760 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,065 shares; 2026Q2: 13,175 shares 13,175 $1.33M 0.14% +110 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: 58,567 shares; 2024Q4: 71,090 shares; 2025Q1: 73,554 shares; 2025Q2: 26,871 shares; 2025Q3: 21,212 shares; 2025Q4: 17,575 shares; 2026Q1: 16,823 shares; 2026Q2: 12,263 shares 12,263 $1.32M 0.14% -4,560 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: 30,302 shares; 2024Q4: 30,314 shares; 2025Q1: 30,325 shares; 2025Q2: 31,121 shares; 2025Q3: 31,109 shares; 2025Q4: 31,119 shares; 2026Q1: 29,126 shares; 2026Q2: 29,137 shares 29,137 $1.29M 0.14% +11 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,799 shares; 2025Q1: 4,697 shares; 2025Q2: 10,181 shares; 2025Q3: 11,409 shares; 2025Q4: 12,768 shares; 2026Q1: 11,520 shares; 2026Q2: 11,032 shares 11,032 $1.29M 0.14% -488 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: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,402 shares; 2025Q3: 1,371 shares; 2025Q4: 1,407 shares; 2026Q1: 1,333 shares; 2026Q2: 10,664 shares 10,664 $1.27M 0.14% +9,331 Timeline CIBR 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: 9,680 shares; 2025Q3: 10,129 shares; 2025Q4: 10,923 shares; 2026Q1: 13,937 shares; 2026Q2: 13,922 shares 13,922 $1.25M 0.13% -15 Timeline JPME 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: 3,170 shares; 2024Q4: 3,170 shares; 2025Q1: 8,171 shares; 2025Q2: 10,851 shares; 2025Q3: 10,537 shares; 2025Q4: 10,040 shares; 2026Q1: 10,132 shares; 2026Q2: 10,064 shares 10,064 $1.25M 0.13% -68 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,988 shares; 2024Q4: 4,984 shares; 2025Q1: 5,151 shares; 2025Q2: 5,422 shares; 2025Q3: 5,404 shares; 2025Q4: 5,562 shares; 2026Q1: 5,549 shares; 2026Q2: 5,836 shares 5,836 $1.23M 0.13% +287 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: 3,754 shares; 2024Q4: 3,561 shares; 2025Q1: 3,504 shares; 2025Q2: 1,043 shares; 2025Q3: 2,605 shares; 2025Q4: 2,492 shares; 2026Q1: 2,340 shares; 2026Q2: 2,903 shares 2,903 $1.21M 0.13% +563 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,609 shares; 2025Q3: 3,600 shares; 2025Q4: 3,523 shares; 2026Q1: 3,279 shares; 2026Q2: 3,258 shares 3,258 $1.2M 0.13% -21 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,032 shares; 2026Q1: 2,847 shares; 2026Q2: 3,933 shares 3,933 $1.19M 0.13% +1,086 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: 3,270 shares; 2024Q4: 3,487 shares; 2025Q1: 3,637 shares; 2025Q2: 4,304 shares; 2025Q3: 5,665 shares; 2025Q4: 5,759 shares; 2026Q1: 6,159 shares; 2026Q2: 6,509 shares 6,509 $1.18M 0.13% +350 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,914 shares; 2025Q3: 10,203 shares; 2025Q4: 10,495 shares; 2026Q1: 10,524 shares; 2026Q2: 11,184 shares 11,184 $1.16M 0.12% +660 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: 5,232 shares; 2024Q4: 5,112 shares; 2025Q1: 5,331 shares; 2025Q2: 5,448 shares; 2025Q3: 5,863 shares; 2025Q4: 5,796 shares; 2026Q1: 5,030 shares; 2026Q2: 4,589 shares 4,589 $1.15M 0.12% -441 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: 8,878 shares; 2024Q4: 8,878 shares; 2025Q1: 8,878 shares; 2025Q2: 8,878 shares; 2025Q3: 8,344 shares; 2025Q4: 8,344 shares; 2026Q1: 8,384 shares; 2026Q2: 8,384 shares 8,384 $1.15M 0.12% 0 Timeline IXG 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: 4,075 shares; 2025Q3: 6,790 shares; 2025Q4: 8,727 shares; 2026Q1: 9,286 shares; 2026Q2: 9,117 shares 9,117 $1.14M 0.12% -169 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,299 shares; 2024Q4: 1,411 shares; 2025Q1: 1,669 shares; 2025Q2: 1,705 shares; 2025Q3: 2,016 shares; 2025Q4: 2,176 shares; 2026Q1: 2,145 shares; 2026Q2: 2,188 shares 2,188 $1.12M 0.12% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,189 shares; 2025Q4: 8,256 shares; 2026Q1: 8,256 shares; 2026Q2: 14,744 shares 14,744 $1.11M 0.12% +6,488 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,241 shares; 2025Q3: 13,360 shares; 2025Q4: 13,176 shares; 2026Q1: 10,730 shares; 2026Q2: 10,418 shares 10,418 $1.11M 0.12% -312 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: 7,685 shares; 2024Q4: 7,792 shares; 2025Q1: 8,213 shares; 2025Q2: 11,246 shares; 2025Q3: 12,306 shares; 2025Q4: 7,146 shares; 2026Q1: 7,566 shares; 2026Q2: 7,397 shares 7,397 $1.08M 0.12% -169 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: 7,274 shares; 2024Q4: 7,143 shares; 2025Q1: 7,713 shares; 2025Q2: 8,930 shares; 2025Q3: 9,895 shares; 2025Q4: 8,356 shares; 2026Q1: 8,283 shares; 2026Q2: 7,997 shares 7,997 $1.08M 0.12% -286 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,876 shares; 2024Q4: 5,016 shares; 2025Q1: 5,606 shares; 2025Q2: 6,586 shares; 2025Q3: 6,911 shares; 2025Q4: 6,927 shares; 2026Q1: 6,980 shares; 2026Q2: 7,359 shares 7,359 $1.08M 0.12% +379 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: not reported; 2024Q4: 274 shares; 2025Q1: 467 shares; 2025Q2: 900 shares; 2025Q3: 1,085 shares; 2025Q4: 9,246 shares; 2026Q1: 10,101 shares; 2026Q2: 14,929 shares 14,929 $1.07M 0.11% +4,828 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: 4,472 shares; 2024Q4: 4,471 shares; 2025Q1: 4,471 shares; 2025Q2: 4,584 shares; 2025Q3: 4,584 shares; 2025Q4: 4,584 shares; 2026Q1: 4,589 shares; 2026Q2: 4,594 shares 4,594 $1.04M 0.11% +5 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: 11,896 shares; 2024Q4: 11,347 shares; 2025Q1: 10,152 shares; 2025Q2: 10,174 shares; 2025Q3: 10,174 shares; 2025Q4: 10,178 shares; 2026Q1: 10,178 shares; 2026Q2: 10,311 shares 10,311 $984K 0.11% +133 Timeline PHO 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: 10,377 shares; 2025Q3: 10,389 shares; 2025Q4: 11,930 shares; 2026Q1: 14,034 shares; 2026Q2: 14,007 shares 14,007 $968K 0.1% -27 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: 2,236 shares; 2024Q4: 2,314 shares; 2025Q1: 7,026 shares; 2025Q2: 7,320 shares; 2025Q3: 7,338 shares; 2025Q4: 8,730 shares; 2026Q1: 9,733 shares; 2026Q2: 9,909 shares 9,909 $956K 0.1% +176 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,881 shares; 2025Q3: 3,944 shares; 2025Q4: 3,718 shares; 2026Q1: 3,708 shares; 2026Q2: 3,727 shares 3,727 $953K 0.1% +19 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: not reported; 2024Q4: 7,084 shares; 2025Q1: 5,263 shares; 2025Q2: 5,363 shares; 2025Q3: 5,396 shares; 2025Q4: 6,730 shares; 2026Q1: 12,039 shares; 2026Q2: 12,145 shares 12,145 $946K 0.1% +106 Timeline SPGM 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: 10,095 shares; 2024Q4: 10,368 shares; 2025Q1: 10,237 shares; 2025Q2: 10,506 shares; 2025Q3: 10,595 shares; 2025Q4: 10,748 shares; 2026Q1: 10,841 shares; 2026Q2: 11,010 shares 11,010 $943K 0.1% +169 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: 4,117 shares; 2024Q4: 3,906 shares; 2025Q1: 5,123 shares; 2025Q2: 9,566 shares; 2025Q3: 10,306 shares; 2025Q4: 10,324 shares; 2026Q1: 11,189 shares; 2026Q2: 11,458 shares 11,458 $931K 0.1% +269 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: 3,859 shares; 2024Q4: 3,851 shares; 2025Q1: 3,851 shares; 2025Q2: 3,852 shares; 2025Q3: 3,852 shares; 2025Q4: 2,684 shares; 2026Q1: 2,684 shares; 2026Q2: 2,684 shares 2,684 $920K 0.1% 0 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: 2,400 shares; 2024Q4: 2,595 shares; 2025Q1: 2,800 shares; 2025Q2: 3,268 shares; 2025Q3: 3,278 shares; 2025Q4: 3,137 shares; 2026Q1: 3,042 shares; 2026Q2: 3,047 shares 3,047 $916K 0.1% +5 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: not reported; 2024Q4: not reported; 2025Q1: 1,389 shares; 2025Q2: 1,359 shares; 2025Q3: 1,328 shares; 2025Q4: 1,367 shares; 2026Q1: 1,863 shares; 2026Q2: 7,317 shares 7,317 $909K 0.1% +5,454 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: 7,605 shares; 2024Q4: 23,347 shares; 2025Q1: 23,422 shares; 2025Q2: 26,187 shares; 2025Q3: 25,833 shares; 2025Q4: 25,327 shares; 2026Q1: 25,334 shares; 2026Q2: 28,294 shares 28,294 $897K 0.1% +2,960 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: 571 shares; 2024Q4: 590 shares; 2025Q1: 651 shares; 2025Q2: 678 shares; 2025Q3: 719 shares; 2025Q4: 728 shares; 2026Q1: 734 shares; 2026Q2: 887 shares 887 $867K 0.09% +153 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: not reported; 2024Q4: 6,038 shares; 2025Q1: 6,873 shares; 2025Q2: 12,770 shares; 2025Q3: 13,548 shares; 2025Q4: 13,636 shares; 2026Q1: 13,913 shares; 2026Q2: 14,570 shares 14,570 $839K 0.09% +657 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,229 shares; 2026Q2: 4,421 shares 4,421 $838K 0.09% +192 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 395 shares; 2026Q2: 366 shares 366 $832K 0.09% -29 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: not reported; 2024Q4: not reported; 2025Q1: 2,959 shares; 2025Q2: 3,524 shares; 2025Q3: 3,524 shares; 2025Q4: 4,325 shares; 2026Q1: 5,276 shares; 2026Q2: 5,324 shares 5,324 $821K 0.09% +48 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,884 shares; 2024Q4: 9,028 shares; 2025Q1: 9,011 shares; 2025Q2: 13,065 shares; 2025Q3: 13,103 shares; 2025Q4: 16,664 shares; 2026Q1: 16,714 shares; 2026Q2: 16,864 shares 16,864 $802K 0.09% +150 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 663 shares; 2025Q4: 566 shares; 2026Q1: 603 shares; 2026Q2: 704 shares 704 $798K 0.09% +101 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,459 shares; 2025Q3: 1,662 shares; 2025Q4: 1,766 shares; 2026Q1: 3,400 shares; 2026Q2: 3,489 shares 3,489 $792K 0.08% +89 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: not reported; 2024Q4: 690 shares; 2025Q1: 778 shares; 2025Q2: 1,720 shares; 2025Q3: 2,029 shares; 2025Q4: 2,130 shares; 2026Q1: 2,000 shares; 2026Q2: 2,339 shares 2,339 $791K 0.08% +339 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,990 shares; 2025Q3: 3,191 shares; 2025Q4: 3,012 shares; 2026Q1: 3,155 shares; 2026Q2: 3,211 shares 3,211 $791K 0.08% +56 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,823 shares; 2024Q4: 4,597 shares; 2025Q1: 4,761 shares; 2025Q2: 4,800 shares; 2025Q3: 4,801 shares; 2025Q4: 4,801 shares; 2026Q1: 4,802 shares; 2026Q2: 4,802 shares 4,802 $789K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,503 shares; 2025Q3: 1,665 shares; 2025Q4: 1,816 shares; 2026Q1: 2,229 shares; 2026Q2: 2,158 shares 2,158 $782K 0.08% -71 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,878 shares; 2025Q3: 15,161 shares; 2025Q4: 15,173 shares; 2026Q1: 15,421 shares; 2026Q2: 15,501 shares 15,501 $772K 0.08% +80 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,002 shares; 2025Q3: 7,502 shares; 2025Q4: not reported; 2026Q1: 8,002 shares; 2026Q2: 9,387 shares 9,387 $760K 0.08% +1,385 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: 11,209 shares; 2024Q4: 12,075 shares; 2025Q1: 12,743 shares; 2025Q2: 12,966 shares; 2025Q3: 13,607 shares; 2025Q4: 8,981 shares; 2026Q1: 8,771 shares; 2026Q2: 8,235 shares 8,235 $747K 0.08% -536 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: 1,554 shares; 2024Q4: 1,484 shares; 2025Q1: 1,550 shares; 2025Q2: 1,341 shares; 2025Q3: 1,523 shares; 2025Q4: 1,150 shares; 2026Q1: 1,155 shares; 2026Q2: 1,177 shares 1,177 $746K 0.08% +22 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: 986 shares; 2024Q4: 1,079 shares; 2025Q1: 1,202 shares; 2025Q2: 1,592 shares; 2025Q3: 1,922 shares; 2025Q4: 1,996 shares; 2026Q1: 1,933 shares; 2026Q2: 2,761 shares 2,761 $746K 0.08% +828 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: 762 shares; 2024Q4: 890 shares; 2025Q1: 1,525 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,934 shares; 2026Q1: 2,289 shares; 2026Q2: 9,174 shares 9,174 $739K 0.08% +6,885 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,151 shares; 2025Q3: 4,622 shares; 2025Q4: 5,024 shares; 2026Q1: 4,881 shares; 2026Q2: 8,936 shares 8,936 $738K 0.08% +4,055 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: 5,221 shares; 2024Q4: 5,291 shares; 2025Q1: 5,678 shares; 2025Q2: 6,528 shares; 2025Q3: 6,690 shares; 2025Q4: 4,295 shares; 2026Q1: 3,599 shares; 2026Q2: 3,970 shares 3,970 $734K 0.08% +371 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: not reported; 2024Q4: 2,246 shares; 2025Q1: 2,654 shares; 2025Q2: 4,546 shares; 2025Q3: 5,162 shares; 2025Q4: 6,298 shares; 2026Q1: 6,420 shares; 2026Q2: 7,572 shares 7,572 $729K 0.08% +1,152 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,420 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,043 shares 7,043 $717K 0.08% new 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: 410 shares; 2024Q4: 429 shares; 2025Q1: 392 shares; 2025Q2: 455 shares; 2025Q3: 523 shares; 2025Q4: 626 shares; 2026Q1: 641 shares; 2026Q2: 704 shares 704 $712K 0.08% +63 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: 13,571 shares; 2024Q4: 13,578 shares; 2025Q1: 13,585 shares; 2025Q2: 13,593 shares; 2025Q3: 13,601 shares; 2025Q4: 13,607 shares; 2026Q1: 12,916 shares; 2026Q2: 12,922 shares 12,922 $711K 0.08% +6 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: 1,569 shares; 2024Q4: 1,895 shares; 2025Q1: 1,869 shares; 2025Q2: 1,939 shares; 2025Q3: 1,939 shares; 2025Q4: 1,799 shares; 2026Q1: 1,799 shares; 2026Q2: 1,799 shares 1,799 $709K 0.08% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,589 shares; 2024Q4: 2,620 shares; 2025Q1: 2,686 shares; 2025Q2: 2,772 shares; 2025Q3: 2,827 shares; 2025Q4: 2,849 shares; 2026Q1: 2,974 shares; 2026Q2: 2,711 shares 2,711 $708K 0.08% -263 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: not reported; 2024Q4: 843 shares; 2025Q1: 1,459 shares; 2025Q2: 1,643 shares; 2025Q3: 1,643 shares; 2025Q4: 2,014 shares; 2026Q1: 2,308 shares; 2026Q2: 2,309 shares 2,309 $700K 0.08% +1 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: 1,041 shares; 2024Q4: 1,042 shares; 2025Q1: 2,764 shares; 2025Q2: 2,743 shares; 2025Q3: 2,760 shares; 2025Q4: 2,833 shares; 2026Q1: 2,871 shares; 2026Q2: 2,876 shares 2,876 $699K 0.07% +5 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: 651 shares; 2024Q4: 712 shares; 2025Q1: 781 shares; 2025Q2: 880 shares; 2025Q3: 1,224 shares; 2025Q4: 1,299 shares; 2026Q1: 1,070 shares; 2026Q2: 1,623 shares 1,623 $692K 0.07% +553 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: 9,759 shares; 2024Q4: 10,125 shares; 2025Q1: 12,345 shares; 2025Q2: 14,325 shares; 2025Q3: 17,045 shares; 2025Q4: 13,750 shares; 2026Q1: 14,310 shares; 2026Q2: 15,609 shares 15,609 $661K 0.07% +1,299 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,826 shares; 2025Q3: 3,317 shares; 2025Q4: 3,575 shares; 2026Q1: 4,248 shares; 2026Q2: 4,611 shares 4,611 $645K 0.07% +363 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,636 shares; 2024Q4: 1,417 shares; 2025Q1: 1,508 shares; 2025Q2: 1,650 shares; 2025Q3: 1,788 shares; 2025Q4: 1,970 shares; 2026Q1: 2,001 shares; 2026Q2: 2,013 shares 2,013 $639K 0.07% +12 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,816 shares; 2025Q3: 2,939 shares; 2025Q4: 2,440 shares; 2026Q1: not reported; 2026Q2: 2,138 shares 2,138 $637K 0.07% new Timeline FBCG 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: 11,189 shares; 2025Q3: 11,189 shares; 2025Q4: 10,395 shares; 2026Q1: 10,167 shares; 2026Q2: 10,106 shares 10,106 $628K 0.07% -61 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: 2,016 shares; 2024Q4: 1,918 shares; 2025Q1: 2,823 shares; 2025Q2: 1,964 shares; 2025Q3: 1,964 shares; 2025Q4: 4,496 shares; 2026Q1: 3,584 shares; 2026Q2: 3,284 shares 3,284 $626K 0.07% -300 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: 2,628 shares; 2024Q4: 2,567 shares; 2025Q1: 2,622 shares; 2025Q2: 2,726 shares; 2025Q3: 2,926 shares; 2025Q4: 2,130 shares; 2026Q1: 1,806 shares; 2026Q2: 1,831 shares 1,831 $624K 0.07% +25 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: not reported; 2024Q4: not reported; 2025Q1: 1,103 shares; 2025Q2: 3,106 shares; 2025Q3: 2,985 shares; 2025Q4: 2,735 shares; 2026Q1: 2,563 shares; 2026Q2: 2,604 shares 2,604 $616K 0.07% +41 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,462 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,143 shares; 2025Q3: 3,253 shares; 2025Q4: 2,508 shares; 2026Q1: 2,544 shares; 2026Q2: 2,696 shares 2,696 $601K 0.06% +152 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,674 shares; 2025Q3: 7,767 shares; 2025Q4: 7,837 shares; 2026Q1: 7,885 shares; 2026Q2: 8,038 shares 8,038 $598K 0.06% +153 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,007 shares; 2025Q3: 3,609 shares; 2025Q4: 3,788 shares; 2026Q1: 3,940 shares; 2026Q2: 3,942 shares 3,942 $597K 0.06% +2 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: not reported; 2024Q4: not reported; 2025Q1: 1,421 shares; 2025Q2: 3,415 shares; 2025Q3: 3,792 shares; 2025Q4: 3,868 shares; 2026Q1: 3,754 shares; 2026Q2: 3,670 shares 3,670 $594K 0.06% -84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,673 shares; 2025Q3: 4,307 shares; 2025Q4: 4,468 shares; 2026Q1: 3,727 shares; 2026Q2: 3,732 shares 3,732 $590K 0.06% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,317 shares; 2025Q3: 6,069 shares; 2025Q4: 6,156 shares; 2026Q1: 6,499 shares; 2026Q2: 6,718 shares 6,718 $590K 0.06% +219 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,373 shares; 2024Q4: 6,847 shares; 2025Q1: 7,313 shares; 2025Q2: 10,285 shares; 2025Q3: 10,429 shares; 2025Q4: 7,130 shares; 2026Q1: 7,920 shares; 2026Q2: 7,981 shares 7,981 $585K 0.06% +61 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: 10,284 shares; 2024Q4: 10,310 shares; 2025Q1: 9,892 shares; 2025Q2: 9,861 shares; 2025Q3: 21,451 shares; 2025Q4: 22,295 shares; 2026Q1: 15,339 shares; 2026Q2: 11,539 shares 11,539 $584K 0.06% -3,800 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: 18,982 shares; 2024Q4: 15,425 shares; 2025Q1: 16,755 shares; 2025Q2: 28,521 shares; 2025Q3: 29,645 shares; 2025Q4: 28,510 shares; 2026Q1: 27,450 shares; 2026Q2: 24,073 shares 24,073 $580K 0.06% -3,377 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,089 shares; 2026Q1: 6,057 shares; 2026Q2: 7,302 shares 7,302 $568K 0.06% +1,245 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY 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: 9,173 shares; 2025Q3: 8,361 shares; 2025Q4: 8,291 shares; 2026Q1: 7,440 shares; 2026Q2: 6,968 shares 6,968 $562K 0.06% -472 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: 11,269 shares; 2024Q4: 12,542 shares; 2025Q1: 14,721 shares; 2025Q2: 22,469 shares; 2025Q3: 27,904 shares; 2025Q4: 24,413 shares; 2026Q1: 28,134 shares; 2026Q2: 27,063 shares 27,063 $560K 0.06% -1,071 Timeline SOXX 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: not reported; 2026Q1: not reported; 2026Q2: 864 shares 864 $554K 0.06% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,649 shares; 2025Q3: 7,650 shares; 2025Q4: 7,666 shares; 2026Q1: 7,335 shares; 2026Q2: 7,279 shares 7,279 $545K 0.06% -56 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,823 shares; 2026Q2: 2,117 shares 2,117 $541K 0.06% +294 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,881 shares; 2025Q4: 1,762 shares; 2026Q1: 1,849 shares; 2026Q2: 1,981 shares 1,981 $539K 0.06% +132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,451 shares 2,451 $538K 0.06% new Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,672 shares; 2025Q4: 7,672 shares; 2026Q1: 7,672 shares; 2026Q2: 7,108 shares 7,108 $535K 0.06% -564 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,390 shares; 2024Q4: 4,282 shares; 2025Q1: 4,364 shares; 2025Q2: 5,823 shares; 2025Q3: 5,792 shares; 2025Q4: 3,504 shares; 2026Q1: 3,560 shares; 2026Q2: 3,221 shares 3,221 $527K 0.06% -339 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,295 shares; 2025Q3: 1,850 shares; 2025Q4: 1,875 shares; 2026Q1: 1,644 shares; 2026Q2: 1,502 shares 1,502 $526K 0.06% -142 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: 6,022 shares; 2024Q4: 5,831 shares; 2025Q1: 5,969 shares; 2025Q2: 6,192 shares; 2025Q3: 6,368 shares; 2025Q4: 2,394 shares; 2026Q1: 2,336 shares; 2026Q2: 2,173 shares 2,173 $526K 0.06% -163 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,530 shares 8,530 $524K 0.06% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,421 shares; 2024Q4: 1,421 shares; 2025Q1: 1,421 shares; 2025Q2: 2,536 shares; 2025Q3: 2,536 shares; 2025Q4: 2,726 shares; 2026Q1: 2,390 shares; 2026Q2: 2,391 shares 2,391 $521K 0.06% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,963 shares; 2025Q3: 3,990 shares; 2025Q4: 3,234 shares; 2026Q1: 3,234 shares; 2026Q2: 3,313 shares 3,313 $520K 0.06% +79 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,543 shares; 2025Q1: 1,361 shares; 2025Q2: 1,366 shares; 2025Q3: 616 shares; 2025Q4: 358 shares; 2026Q1: 376 shares; 2026Q2: 382 shares 382 $519K 0.06% +6 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: 1,722 shares; 2024Q4: 1,855 shares; 2025Q1: 1,573 shares; 2025Q2: 1,588 shares; 2025Q3: 1,523 shares; 2025Q4: 1,570 shares; 2026Q1: 1,605 shares; 2026Q2: 1,555 shares 1,555 $514K 0.06% -50 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: 2,203 shares; 2024Q4: not reported; 2025Q1: 3,435 shares; 2025Q2: 5,152 shares; 2025Q3: 4,238 shares; 2025Q4: 1,395 shares; 2026Q1: 1,459 shares; 2026Q2: 1,528 shares 1,528 $511K 0.05% +69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,050 shares 16,050 $499K 0.05% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,582 shares; 2024Q4: 3,589 shares; 2025Q1: 3,590 shares; 2025Q2: 3,593 shares; 2025Q3: 3,604 shares; 2025Q4: 3,621 shares; 2026Q1: 3,639 shares; 2026Q2: 3,589 shares 3,589 $494K 0.05% -50 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,652 shares; 2024Q4: 8,850 shares; 2025Q1: 8,896 shares; 2025Q2: 14,229 shares; 2025Q3: 15,130 shares; 2025Q4: 14,924 shares; 2026Q1: 10,645 shares; 2026Q2: 10,165 shares 10,165 $483K 0.05% -480 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 263 shares; 2025Q4: 386 shares; 2026Q1: 290 shares; 2026Q2: 243 shares 243 $481K 0.05% -47 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,581 shares; 2025Q4: 2,688 shares; 2026Q1: 5,360 shares; 2026Q2: 5,204 shares 5,204 $480K 0.05% -156 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: 509 shares; 2024Q4: 519 shares; 2025Q1: 686 shares; 2025Q2: 788 shares; 2025Q3: 843 shares; 2025Q4: 674 shares; 2026Q1: 838 shares; 2026Q2: 906 shares 906 $470K 0.05% +68 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,159 shares; 2025Q4: 2,345 shares; 2026Q1: 2,385 shares; 2026Q2: 2,648 shares 2,648 $467K 0.05% +263 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 727 shares 727 $464K 0.05% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,136 shares; 2025Q4: not reported; 2026Q1: 1,418 shares; 2026Q2: 1,555 shares 1,555 $463K 0.05% +137 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 439 shares; 2024Q4: not reported; 2025Q1: 544 shares; 2025Q2: 538 shares; 2025Q3: not reported; 2025Q4: 823 shares; 2026Q1: 864 shares; 2026Q2: 930 shares 930 $462K 0.05% +66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,620 shares; 2025Q4: 9,986 shares; 2026Q1: 9,986 shares; 2026Q2: 7,840 shares 7,840 $456K 0.05% -2,146 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: 10,927 shares; 2024Q4: 10,927 shares; 2025Q1: 10,980 shares; 2025Q2: 10,980 shares; 2025Q3: 10,980 shares; 2025Q4: 8,882 shares; 2026Q1: 8,118 shares; 2026Q2: 9,892 shares 9,892 $456K 0.05% +1,774 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: 819 shares; 2024Q4: 856 shares; 2025Q1: 936 shares; 2025Q2: 943 shares; 2025Q3: 1,059 shares; 2025Q4: 1,109 shares; 2026Q1: 950 shares; 2026Q2: 883 shares 883 $450K 0.05% -67 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: 5,829 shares; 2024Q4: 5,889 shares; 2025Q1: 5,979 shares; 2025Q2: 5,893 shares; 2025Q3: 5,986 shares; 2025Q4: 2,984 shares; 2026Q1: 2,686 shares; 2026Q2: 2,352 shares 2,352 $448K 0.05% -334 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: 5,317 shares; 2024Q4: 5,497 shares; 2025Q1: 5,498 shares; 2025Q2: 6,948 shares; 2025Q3: 6,949 shares; 2025Q4: 8,788 shares; 2026Q1: 8,788 shares; 2026Q2: 8,248 shares 8,248 $442K 0.05% -540 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: not reported; 2024Q4: not reported; 2025Q1: 8,580 shares; 2025Q2: 8,484 shares; 2025Q3: 8,558 shares; 2025Q4: 8,368 shares; 2026Q1: 8,490 shares; 2026Q2: 8,504 shares 8,504 $440K 0.05% +14 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: 1,389 shares; 2024Q4: 1,487 shares; 2025Q1: 1,618 shares; 2025Q2: 1,610 shares; 2025Q3: 1,681 shares; 2025Q4: 1,722 shares; 2026Q1: 1,590 shares; 2026Q2: 1,692 shares 1,692 $436K 0.05% +102 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: 1,498 shares; 2024Q4: 1,150 shares; 2025Q1: 1,319 shares; 2025Q2: 1,700 shares; 2025Q3: 1,958 shares; 2025Q4: 1,663 shares; 2026Q1: 1,893 shares; 2026Q2: 1,947 shares 1,947 $436K 0.05% +54 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,708 shares; 2024Q4: 1,425 shares; 2025Q1: 1,497 shares; 2025Q2: 3,088 shares; 2025Q3: 2,819 shares; 2025Q4: 2,025 shares; 2026Q1: 1,824 shares; 2026Q2: 1,823 shares 1,823 $433K 0.05% -1 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,506 shares; 2024Q4: 1,650 shares; 2025Q1: 1,769 shares; 2025Q2: 1,790 shares; 2025Q3: 2,005 shares; 2025Q4: 2,017 shares; 2026Q1: 2,206 shares; 2026Q2: 1,960 shares 1,960 $432K 0.05% -246 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,802 shares; 2025Q4: 1,908 shares; 2026Q1: 1,839 shares; 2026Q2: 2,041 shares 2,041 $427K 0.05% +202 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,670 shares; 2024Q4: 4,720 shares; 2025Q1: 5,152 shares; 2025Q2: 5,546 shares; 2025Q3: 6,001 shares; 2025Q4: 6,413 shares; 2026Q1: 6,221 shares; 2026Q2: 6,322 shares 6,322 $419K 0.04% +101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,017 shares; 2025Q3: 777 shares; 2025Q4: 739 shares; 2026Q1: 764 shares; 2026Q2: 822 shares 822 $419K 0.04% +58 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,381 shares; 2024Q4: 4,362 shares; 2025Q1: 4,369 shares; 2025Q2: 4,455 shares; 2025Q3: 4,493 shares; 2025Q4: 4,500 shares; 2026Q1: 4,512 shares; 2026Q2: 4,559 shares 4,559 $418K 0.04% +47 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339 shares; 2024Q4: not reported; 2025Q1: 411 shares; 2025Q2: 501 shares; 2025Q3: 731 shares; 2025Q4: 812 shares; 2026Q1: 860 shares; 2026Q2: 826 shares 826 $414K 0.04% -34 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,177 shares; 2025Q3: 1,240 shares; 2025Q4: 1,313 shares; 2026Q1: 1,386 shares; 2026Q2: 1,406 shares 1,406 $408K 0.04% +20 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: 9,618 shares; 2024Q4: 9,740 shares; 2025Q1: 9,740 shares; 2025Q2: 9,865 shares; 2025Q3: 9,865 shares; 2025Q4: 10,023 shares; 2026Q1: 10,023 shares; 2026Q2: 10,031 shares 10,031 $408K 0.04% +8 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,872 shares; 2025Q3: 5,433 shares; 2025Q4: 5,569 shares; 2026Q1: 5,455 shares; 2026Q2: 5,153 shares 5,153 $403K 0.04% -302 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,125 shares; 2025Q4: 2,362 shares; 2026Q1: 2,260 shares; 2026Q2: 2,358 shares 2,358 $401K 0.04% +98 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: not reported; 2024Q4: 1,171 shares; 2025Q1: 1,214 shares; 2025Q2: 1,462 shares; 2025Q3: 1,716 shares; 2025Q4: 1,831 shares; 2026Q1: 1,780 shares; 2026Q2: 1,611 shares 1,611 $400K 0.04% -169 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,793 shares; 2025Q3: 1,700 shares; 2025Q4: 1,625 shares; 2026Q1: 1,337 shares; 2026Q2: 1,336 shares 1,336 $399K 0.04% -1 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: 1,774 shares; 2024Q4: 1,622 shares; 2025Q1: not reported; 2025Q2: 2,384 shares; 2025Q3: not reported; 2025Q4: 2,864 shares; 2026Q1: 2,695 shares; 2026Q2: 3,052 shares 3,052 $399K 0.04% +357 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: 1,888 shares; 2024Q4: 1,933 shares; 2025Q1: 2,197 shares; 2025Q2: 2,357 shares; 2025Q3: 2,342 shares; 2025Q4: 1,429 shares; 2026Q1: 1,218 shares; 2026Q2: 1,259 shares 1,259 $396K 0.04% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 517 shares 517 $395K 0.04% new 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: 2,676 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,770 shares; 2025Q3: 5,090 shares; 2025Q4: 3,358 shares; 2026Q1: 3,370 shares; 2026Q2: 3,408 shares 3,408 $392K 0.04% +38 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: 1,963 shares; 2024Q4: not reported; 2025Q1: 2,219 shares; 2025Q2: 3,205 shares; 2025Q3: 3,549 shares; 2025Q4: 3,839 shares; 2026Q1: 3,886 shares; 2026Q2: 4,178 shares 4,178 $383K 0.04% +292 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,073 shares; 2025Q4: 6,494 shares; 2026Q1: 6,494 shares; 2026Q2: 6,494 shares 6,494 $383K 0.04% 0 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,091 shares; 2025Q3: 9,681 shares; 2025Q4: 9,593 shares; 2026Q1: 9,413 shares; 2026Q2: 9,050 shares 9,050 $377K 0.04% -363 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,031 shares; 2025Q2: 1,393 shares; 2025Q3: 1,479 shares; 2025Q4: 1,490 shares; 2026Q1: 1,410 shares; 2026Q2: 1,672 shares 1,672 $373K 0.04% +262 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: 2,812 shares; 2024Q4: 2,678 shares; 2025Q1: 2,832 shares; 2025Q2: 4,236 shares; 2025Q3: 4,185 shares; 2025Q4: 4,231 shares; 2026Q1: 3,303 shares; 2026Q2: 1,659 shares 1,659 $371K 0.04% -1,644 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: not reported; 2025Q1: 865 shares; 2025Q2: 842 shares; 2025Q3: 947 shares; 2025Q4: 822 shares; 2026Q1: 688 shares; 2026Q2: 900 shares 900 $366K 0.04% +212 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: 4,319 shares; 2024Q4: 4,334 shares; 2025Q1: 4,337 shares; 2025Q2: 4,344 shares; 2025Q3: 4,349 shares; 2025Q4: 4,365 shares; 2026Q1: 4,365 shares; 2026Q2: 4,365 shares 4,365 $366K 0.04% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 731 shares 731 $362K 0.04% new 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: 3,106 shares; 2024Q4: 9,318 shares; 2025Q1: 9,282 shares; 2025Q2: 9,282 shares; 2025Q3: 9,282 shares; 2025Q4: 9,282 shares; 2026Q1: 9,282 shares; 2026Q2: 9,744 shares 9,744 $359K 0.04% +462 Timeline LQD 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: not reported; 2026Q1: 2,563 shares; 2026Q2: 3,262 shares 3,262 $356K 0.04% +699 Timeline TIP 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: 3,864 shares; 2025Q2: 3,841 shares; 2025Q3: 3,831 shares; 2025Q4: 4,028 shares; 2026Q1: 3,207 shares; 2026Q2: 3,213 shares 3,213 $352K 0.04% +6 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 814 shares; 2026Q2: 875 shares 875 $348K 0.04% +61 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,218 shares; 2025Q2: 6,304 shares; 2025Q3: 6,405 shares; 2025Q4: 6,517 shares; 2026Q1: 6,502 shares; 2026Q2: 6,638 shares 6,638 $344K 0.04% +136 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 6,466 shares; 2025Q3: 6,466 shares; 2025Q4: 6,466 shares; 2026Q1: 6,466 shares; 2026Q2: 6,466 shares 6,466 $343K 0.04% 0 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: 629 shares; 2024Q4: 576 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 439 shares; 2026Q1: 470 shares; 2026Q2: 481 shares 481 $343K 0.04% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,136 shares; 2025Q4: 2,212 shares; 2026Q1: 2,300 shares; 2026Q2: 2,341 shares 2,341 $342K 0.04% +41 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 464 shares; 2026Q2: 473 shares 473 $340K 0.04% +9 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,432 shares; 2025Q2: 3,958 shares; 2025Q3: 3,829 shares; 2025Q4: 3,886 shares; 2026Q1: 4,010 shares; 2026Q2: 4,111 shares 4,111 $339K 0.04% +101 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,596 shares; 2025Q3: 2,775 shares; 2025Q4: 2,826 shares; 2026Q1: 2,883 shares; 2026Q2: 2,885 shares 2,885 $337K 0.04% +2 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,981 shares; 2025Q3: 2,347 shares; 2025Q4: 2,640 shares; 2026Q1: 2,596 shares; 2026Q2: 2,659 shares 2,659 $336K 0.04% +63 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,704 shares; 2025Q2: 11,418 shares; 2025Q3: 11,524 shares; 2025Q4: 12,500 shares; 2026Q1: 12,584 shares; 2026Q2: 12,599 shares 12,599 $336K 0.04% +15 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: 643 shares; 2024Q4: 682 shares; 2025Q1: 765 shares; 2025Q2: 738 shares; 2025Q3: 735 shares; 2025Q4: 818 shares; 2026Q1: 771 shares; 2026Q2: 1,005 shares 1,005 $333K 0.04% +234 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,267 shares; 2026Q1: 4,267 shares; 2026Q2: 4,267 shares 4,267 $332K 0.04% 0 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: 507 shares; 2024Q4: 526 shares; 2025Q1: 546 shares; 2025Q2: 903 shares; 2025Q3: 930 shares; 2025Q4: 910 shares; 2026Q1: 917 shares; 2026Q2: 816 shares 816 $325K 0.03% -101 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,416 shares; 2025Q3: 1,879 shares; 2025Q4: 1,864 shares; 2026Q1: 1,889 shares; 2026Q2: 1,877 shares 1,877 $323K 0.03% -12 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,182 shares; 2025Q2: 5,131 shares; 2025Q3: 5,177 shares; 2025Q4: 4,754 shares; 2026Q1: 4,790 shares; 2026Q2: 4,797 shares 4,797 $323K 0.03% +7 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,912 shares; 2024Q4: 3,923 shares; 2025Q1: 3,928 shares; 2025Q2: 3,981 shares; 2025Q3: 4,020 shares; 2025Q4: 4,378 shares; 2026Q1: 4,394 shares; 2026Q2: 4,444 shares 4,444 $322K 0.03% +50 Timeline RPM RPM INTL INC More: the full row for RPM 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: 3,192 shares; 2025Q3: 3,205 shares; 2025Q4: 3,283 shares; 2026Q1: 3,420 shares; 2026Q2: 2,899 shares 2,899 $322K 0.03% -521 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605 shares; 2024Q4: 620 shares; 2025Q1: 697 shares; 2025Q2: 842 shares; 2025Q3: 815 shares; 2025Q4: 820 shares; 2026Q1: 702 shares; 2026Q2: 832 shares 832 $322K 0.03% +130 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,594 shares; 2025Q4: 3,594 shares; 2026Q1: 3,594 shares; 2026Q2: 3,228 shares 3,228 $321K 0.03% -366 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,743 shares; 2025Q2: 13,405 shares; 2025Q3: 13,621 shares; 2025Q4: 14,700 shares; 2026Q1: 14,637 shares; 2026Q2: 14,700 shares 14,700 $319K 0.03% +63 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 737 shares 737 $318K 0.03% new 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: 4,331 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,422 shares; 2025Q3: 5,565 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,978 shares 4,978 $313K 0.03% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,042 shares; 2024Q4: 2,043 shares; 2025Q1: 2,095 shares; 2025Q2: 2,235 shares; 2025Q3: 2,415 shares; 2025Q4: 2,067 shares; 2026Q1: 2,071 shares; 2026Q2: 2,179 shares 2,179 $312K 0.03% +108 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 654 shares; 2025Q4: 666 shares; 2026Q1: 768 shares; 2026Q2: 767 shares 767 $309K 0.03% -1 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,678 shares; 2025Q3: 3,314 shares; 2025Q4: 3,539 shares; 2026Q1: 3,671 shares; 2026Q2: 3,640 shares 3,640 $308K 0.03% -31 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,304 shares; 2025Q3: 8,695 shares; 2025Q4: 6,036 shares; 2026Q1: 6,216 shares; 2026Q2: 6,353 shares 6,353 $305K 0.03% +137 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,044 shares; 2025Q4: 2,090 shares; 2026Q1: 2,208 shares; 2026Q2: 2,106 shares 2,106 $305K 0.03% -102 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,137 shares 3,137 $293K 0.03% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,181 shares; 2026Q1: 2,314 shares; 2026Q2: 2,433 shares 2,433 $292K 0.03% +119 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: not reported; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: 246 shares; 2025Q4: 277 shares; 2026Q1: 255 shares; 2026Q2: 303 shares 303 $291K 0.03% +48 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,758 shares; 2025Q4: 2,549 shares; 2026Q1: 2,668 shares; 2026Q2: 2,779 shares 2,779 $289K 0.03% +111 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,526 shares; 2024Q4: 4,663 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,458 shares; 2026Q1: 2,632 shares; 2026Q2: 2,799 shares 2,799 $286K 0.03% +167 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,652 shares; 2025Q3: 1,751 shares; 2025Q4: 1,746 shares; 2026Q1: 1,689 shares; 2026Q2: 1,824 shares 1,824 $286K 0.03% +135 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 864 shares; 2025Q4: 881 shares; 2026Q1: 822 shares; 2026Q2: 908 shares 908 $286K 0.03% +86 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: not reported; 2025Q1: 2,870 shares; 2025Q2: 6,765 shares; 2025Q3: 6,783 shares; 2025Q4: 3,631 shares; 2026Q1: 3,301 shares; 2026Q2: 1,996 shares 1,996 $286K 0.03% -1,305 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,945 shares; 2024Q4: 5,290 shares; 2025Q1: 6,064 shares; 2025Q2: 4,727 shares; 2025Q3: 5,124 shares; 2025Q4: 5,627 shares; 2026Q1: 4,781 shares; 2026Q2: 6,920 shares 6,920 $284K 0.03% +2,139 Timeline AIQ 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: not reported; 2026Q2: 4,322 shares 4,322 $284K 0.03% 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: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 2,570 shares; 2026Q2: 2,570 shares 2,570 $284K 0.03% 0 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: 2,916 shares; 2024Q4: 2,808 shares; 2025Q1: 2,436 shares; 2025Q2: 2,824 shares; 2025Q3: 3,032 shares; 2025Q4: 2,908 shares; 2026Q1: 2,908 shares; 2026Q2: 2,849 shares 2,849 $282K 0.03% -59 Timeline VICR VICOR CORP More: the full row for VICOR 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: 739 shares 739 $281K 0.03% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,601 shares; 2024Q4: 1,672 shares; 2025Q1: 1,893 shares; 2025Q2: 1,806 shares; 2025Q3: 1,857 shares; 2025Q4: 1,782 shares; 2026Q1: 1,647 shares; 2026Q2: 1,820 shares 1,820 $280K 0.03% +173 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: 439 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $278K 0.03% 0 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: 1,232 shares; 2024Q4: 1,233 shares; 2025Q1: 1,132 shares; 2025Q2: 1,133 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,136 shares; 2026Q2: 1,136 shares 1,136 $275K 0.03% 0 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,588 shares; 2025Q4: 4,588 shares; 2026Q1: 4,588 shares; 2026Q2: 4,588 shares 4,588 $275K 0.03% 0 Timeline GII 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,419 shares; 2026Q2: 3,613 shares 3,613 $274K 0.03% +194 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: 579 shares; 2025Q1: 695 shares; 2025Q2: 619 shares; 2025Q3: 727 shares; 2025Q4: 498 shares; 2026Q1: 354 shares; 2026Q2: 359 shares 359 $272K 0.03% +5 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,492 shares 3,492 $271K 0.03% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,039 shares; 2025Q3: 2,496 shares; 2025Q4: 1,112 shares; 2026Q1: 907 shares; 2026Q2: 979 shares 979 $270K 0.03% +72 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,634 shares; 2025Q3: 9,650 shares; 2025Q4: 4,599 shares; 2026Q1: 4,712 shares; 2026Q2: 4,055 shares 4,055 $269K 0.03% -657 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS 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: 478 shares; 2025Q4: not reported; 2026Q1: 502 shares; 2026Q2: 647 shares 647 $269K 0.03% +145 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,720 shares; 2025Q3: 7,722 shares; 2025Q4: 7,678 shares; 2026Q1: 7,522 shares; 2026Q2: 7,522 shares 7,522 $265K 0.03% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,269 shares; 2026Q1: not reported; 2026Q2: 1,056 shares 1,056 $264K 0.03% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 481 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 500 shares; 2026Q2: 582 shares 582 $263K 0.03% +82 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,552 shares; 2025Q3: 3,239 shares; 2025Q4: 2,881 shares; 2026Q1: 3,445 shares; 2026Q2: 3,636 shares 3,636 $262K 0.03% +191 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,455 shares 1,455 $262K 0.03% new Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,386 shares; 2025Q3: 4,390 shares; 2025Q4: 4,395 shares; 2026Q1: 4,267 shares; 2026Q2: 4,271 shares 4,271 $261K 0.03% +4 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,025 shares; 2024Q4: 4,072 shares; 2025Q1: 4,178 shares; 2025Q2: 4,658 shares; 2025Q3: 5,026 shares; 2025Q4: 5,130 shares; 2026Q1: 5,230 shares; 2026Q2: 5,355 shares 5,355 $260K 0.03% +125 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,738 shares; 2025Q3: 2,972 shares; 2025Q4: not reported; 2026Q1: 1,928 shares; 2026Q2: 1,527 shares 1,527 $259K 0.03% -401 Timeline DJIA 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: not reported; 2026Q2: 11,687 shares 11,687 $259K 0.03% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,203 shares; 2024Q4: 1,873 shares; 2025Q1: 1,961 shares; 2025Q2: 2,400 shares; 2025Q3: 2,554 shares; 2025Q4: 1,485 shares; 2026Q1: 1,511 shares; 2026Q2: 1,615 shares 1,615 $258K 0.03% +104 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 758 shares; 2026Q1: 785 shares; 2026Q2: 777 shares 777 $257K 0.03% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,193 shares; 2025Q4: not reported; 2026Q1: 3,248 shares; 2026Q2: 3,545 shares 3,545 $255K 0.03% +297 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,672 shares; 2025Q3: 5,476 shares; 2025Q4: 5,437 shares; 2026Q1: 5,285 shares; 2026Q2: 5,285 shares 5,285 $255K 0.03% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,568 shares; 2024Q4: 1,913 shares; 2025Q1: 1,914 shares; 2025Q2: 2,176 shares; 2025Q3: 2,176 shares; 2025Q4: 1,884 shares; 2026Q1: 1,602 shares; 2026Q2: 1,602 shares 1,602 $254K 0.03% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 671 shares 671 $252K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,152 shares 1,152 $249K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,299 shares; 2025Q4: not reported; 2026Q1: 2,423 shares; 2026Q2: 2,573 shares 2,573 $246K 0.03% +150 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,167 shares; 2025Q3: 2,477 shares; 2025Q4: 2,643 shares; 2026Q1: 2,522 shares; 2026Q2: 2,626 shares 2,626 $242K 0.03% +104 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: 1,383 shares; 2024Q4: 1,498 shares; 2025Q1: 1,673 shares; 2025Q2: 1,783 shares; 2025Q3: 1,891 shares; 2025Q4: 1,806 shares; 2026Q1: 1,643 shares; 2026Q2: 1,443 shares 1,443 $241K 0.03% -200 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: not reported; 2025Q4: not reported; 2026Q1: 216 shares; 2026Q2: 231 shares 231 $240K 0.03% +15 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW 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: 5,781 shares 5,781 $239K 0.03% new Timeline MGC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 810 shares; 2026Q1: 873 shares; 2026Q2: 873 shares 873 $239K 0.03% 0 Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 9,526 shares; 2026Q2: 9,526 shares 9,526 $235K 0.03% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,762 shares; 2026Q2: 1,773 shares 1,773 $235K 0.03% +11 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082 shares; 2025Q4: 1,099 shares; 2026Q1: not reported; 2026Q2: 1,170 shares 1,170 $235K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,025 shares; 2025Q4: 1,311 shares; 2026Q1: 1,314 shares; 2026Q2: 1,399 shares 1,399 $235K 0.03% +85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 379 shares 379 $234K 0.03% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162 shares; 2024Q4: 168 shares; 2025Q1: 184 shares; 2025Q2: 191 shares; 2025Q3: 176 shares; 2025Q4: 177 shares; 2026Q1: not reported; 2026Q2: 175 shares 175 $234K 0.03% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY 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: not reported; 2026Q2: 2,224 shares 2,224 $233K 0.03% new Timeline EXC EXELON CORP More: the full row for EXELON 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: 4,484 shares; 2025Q4: 4,614 shares; 2026Q1: 4,835 shares; 2026Q2: 4,955 shares 4,955 $231K 0.02% +120 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,221 shares; 2025Q1: 1,450 shares; 2025Q2: 1,381 shares; 2025Q3: 2,133 shares; 2025Q4: 2,827 shares; 2026Q1: 2,824 shares; 2026Q2: 1,472 shares 1,472 $231K 0.02% -1,352 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,424 shares; 2025Q3: 2,424 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,951 shares 1,951 $229K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,596 shares; 2026Q2: 1,654 shares 1,654 $226K 0.02% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 635 shares; 2025Q4: 669 shares; 2026Q1: 609 shares; 2026Q2: 634 shares 634 $225K 0.02% +25 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 599 shares; 2025Q3: 604 shares; 2025Q4: not reported; 2026Q1: 293 shares; 2026Q2: 270 shares 270 $224K 0.02% -23 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,597 shares; 2026Q1: 3,626 shares; 2026Q2: 3,452 shares 3,452 $224K 0.02% -174 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,859 shares; 2025Q3: 5,742 shares; 2025Q4: 6,611 shares; 2026Q1: 6,243 shares; 2026Q2: 6,670 shares 6,670 $222K 0.02% +427 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 8,229 shares; 2026Q1: 8,093 shares; 2026Q2: 8,307 shares 8,307 $221K 0.02% +214 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 912 shares; 2025Q4: 832 shares; 2026Q1: 889 shares; 2026Q2: 817 shares 817 $221K 0.02% -72 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,064 shares; 2024Q4: 4,085 shares; 2025Q1: 4,107 shares; 2025Q2: 4,434 shares; 2025Q3: 4,541 shares; 2025Q4: 4,557 shares; 2026Q1: 4,680 shares; 2026Q2: 4,282 shares 4,282 $219K 0.02% -398 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,645 shares 1,645 $218K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274 shares; 2026Q2: 287 shares 287 $216K 0.02% +13 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,548 shares 2,548 $216K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,088 shares; 2026Q2: 1,090 shares 1,090 $215K 0.02% +2 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 315 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 154 shares 154 $213K 0.02% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 948 shares; 2025Q1: not reported; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 1,814 shares; 2026Q1: not reported; 2026Q2: 1,814 shares 1,814 $213K 0.02% new Timeline STT STATE STR CORP More: the full row for STATE STR 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: 1,254 shares 1,254 $213K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,853 shares; 2026Q2: 1,677 shares 1,677 $212K 0.02% -176 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW 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: 4,095 shares 4,095 $211K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 345 shares; 2025Q4: 808 shares; 2026Q1: not reported; 2026Q2: 409 shares 409 $211K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 397 shares; 2025Q4: 1,840 shares; 2026Q1: 2,408 shares; 2026Q2: 2,109 shares 2,109 $209K 0.02% -299 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 611 shares; 2025Q4: 730 shares; 2026Q1: 718 shares; 2026Q2: 247 shares 247 $207K 0.02% -471 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 420 shares 420 $206K 0.02% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 1,507 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 757 shares 757 $206K 0.02% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 1,997 shares; 2026Q1: 1,914 shares; 2026Q2: 1,914 shares 1,914 $205K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,433 shares 2,433 $203K 0.02% new Timeline AOK 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: not reported; 2026Q1: not reported; 2026Q2: 4,899 shares 4,899 $203K 0.02% new Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS 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: 350 shares 350 $202K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,499 shares 4,499 $202K 0.02% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,785 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,007 shares 2,007 $201K 0.02% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,477 shares 1,477 $200K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,935 shares; 2026Q1: 10,933 shares; 2026Q2: 11,375 shares 11,375 $158K 0.02% +442 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,935 shares; 2025Q3: 18,087 shares; 2025Q4: 21,279 shares; 2026Q1: 11,730 shares; 2026Q2: 10,383 shares 10,383 $152K 0.02% -1,347 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,307 shares; 2024Q4: 15,365 shares; 2025Q1: 16,207 shares; 2025Q2: 15,517 shares; 2025Q3: 15,442 shares; 2025Q4: 16,553 shares; 2026Q1: 16,634 shares; 2026Q2: 16,398 shares 16,398 $136K 0.01% -236 Timeline SNDL SNDL INC More: the full row for SNDL 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: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $27K <0.01% 0 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL 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: 13,084 shares; 2025Q4: 13,000 shares; 2026Q1: 30,650 shares; 2026Q2: 30,650 shares 30,650 $10K <0.01% 0 Timeline