IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,414 shares; 2026Q1: 23,123 shares; 2026Q2: 24,321 shares 24,321 $18.2M 5.12% +1,198 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 loaded; 2024Q4: 31,640 shares; 2025Q1: 31,754 shares; 2025Q2: 31,546 shares; 2025Q3: 32,033 shares; 2025Q4: 34,312 shares; 2026Q1: 31,050 shares; 2026Q2: 127,737 shares 127,737 $15.9M 4.46% +96,687 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: not loaded; 2024Q4: 60,936 shares; 2025Q1: 60,124 shares; 2025Q2: 60,220 shares; 2025Q3: 61,260 shares; 2025Q4: 66,786 shares; 2026Q1: 61,579 shares; 2026Q2: 63,143 shares 63,143 $15.3M 4.3% +1,564 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 263,732 shares; 2025Q1: 274,603 shares; 2025Q2: 278,128 shares; 2025Q3: 289,359 shares; 2025Q4: 315,452 shares; 2026Q1: 313,395 shares; 2026Q2: 328,860 shares 328,860 $15M 4.21% +15,465 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 193,421 shares; 2025Q1: 203,489 shares; 2025Q2: 208,799 shares; 2025Q3: 211,182 shares; 2025Q4: 227,232 shares; 2026Q1: 227,813 shares; 2026Q2: 243,198 shares 243,198 $11.5M 3.23% +15,385 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 loaded; 2024Q4: 27,027 shares; 2025Q1: 28,116 shares; 2025Q2: 28,170 shares; 2025Q3: 28,378 shares; 2025Q4: 28,427 shares; 2026Q1: 28,044 shares; 2026Q2: 28,607 shares 28,607 $10.5M 2.96% +563 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 189,923 shares; 2025Q1: 198,427 shares; 2025Q2: 200,520 shares; 2025Q3: 204,473 shares; 2025Q4: 222,673 shares; 2026Q1: 222,583 shares; 2026Q2: 231,788 shares 231,788 $9.61M 2.7% +9,205 Timeline RDVY 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 loaded; 2024Q4: 95,219 shares; 2025Q1: 98,787 shares; 2025Q2: 101,759 shares; 2025Q3: 104,632 shares; 2025Q4: 112,076 shares; 2026Q1: 112,160 shares; 2026Q2: 118,051 shares 118,051 $9.57M 2.69% +5,891 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: not loaded; 2024Q4: 117,969 shares; 2025Q1: 127,304 shares; 2025Q2: 136,735 shares; 2025Q3: 146,182 shares; 2025Q4: 147,562 shares; 2026Q1: 157,237 shares; 2026Q2: 169,793 shares 169,793 $8.59M 2.41% +12,556 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: not loaded; 2024Q4: 209,055 shares; 2025Q1: 235,110 shares; 2025Q2: 249,463 shares; 2025Q3: 262,459 shares; 2025Q4: 292,089 shares; 2026Q1: 292,799 shares; 2026Q2: 308,046 shares 308,046 $8.53M 2.4% +15,247 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 146,916 shares; 2025Q4: 166,517 shares; 2026Q1: 168,172 shares; 2026Q2: 177,437 shares 177,437 $7.98M 2.24% +9,265 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 loaded; 2024Q4: 28,897 shares; 2025Q1: 30,245 shares; 2025Q2: 31,469 shares; 2025Q3: 30,933 shares; 2025Q4: 32,063 shares; 2026Q1: 31,996 shares; 2026Q2: 33,146 shares 33,146 $7.84M 2.2% +1,150 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,095 shares; 2026Q1: 74,078 shares; 2026Q2: 78,081 shares 78,081 $7.54M 2.12% +4,003 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70,872 shares; 2025Q1: 74,109 shares; 2025Q2: 74,662 shares; 2025Q3: 76,342 shares; 2025Q4: 86,562 shares; 2026Q1: 92,643 shares; 2026Q2: 97,679 shares 97,679 $7.49M 2.11% +5,036 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,909 shares; 2025Q1: 20,927 shares; 2025Q2: 21,156 shares; 2025Q3: 21,308 shares; 2025Q4: 21,967 shares; 2026Q1: 21,917 shares; 2026Q2: 22,714 shares 22,714 $6.96M 1.96% +797 Timeline LMBS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,644 shares; 2025Q3: 121,927 shares; 2025Q4: 131,567 shares; 2026Q1: 131,140 shares; 2026Q2: 135,807 shares 135,807 $6.76M 1.9% +4,667 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 91,397 shares; 2025Q1: 95,183 shares; 2025Q2: 98,474 shares; 2025Q3: 106,011 shares; 2025Q4: 115,242 shares; 2026Q1: 117,410 shares; 2026Q2: 126,467 shares 126,467 $6.65M 1.87% +9,057 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 61,907 shares; 2025Q1: 65,856 shares; 2025Q2: 68,762 shares; 2025Q3: 69,633 shares; 2025Q4: 72,987 shares; 2026Q1: 71,879 shares; 2026Q2: 75,071 shares 75,071 $6.42M 1.8% +3,192 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 loaded; 2024Q4: 28,175 shares; 2025Q1: 29,328 shares; 2025Q2: 29,826 shares; 2025Q3: 30,334 shares; 2025Q4: 31,430 shares; 2026Q1: 31,279 shares; 2026Q2: 32,328 shares 32,328 $6.39M 1.8% +1,049 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,356 shares; 2026Q1: 71,633 shares; 2026Q2: 74,798 shares 74,798 $6.2M 1.74% +3,165 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 loaded; 2024Q4: 22,766 shares; 2025Q1: 24,192 shares; 2025Q2: 25,087 shares; 2025Q3: 25,315 shares; 2025Q4: 26,713 shares; 2026Q1: 26,623 shares; 2026Q2: 28,110 shares 28,110 $5.98M 1.68% +1,487 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 loaded; 2024Q4: 100,818 shares; 2025Q1: 104,967 shares; 2025Q2: 107,504 shares; 2025Q3: 110,355 shares; 2025Q4: 117,133 shares; 2026Q1: 117,279 shares; 2026Q2: 121,926 shares 121,926 $5.93M 1.67% +4,647 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: not loaded; 2024Q4: 1,288 shares; 2025Q1: 1,176 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: 17,708 shares; 2026Q1: 17,930 shares; 2026Q2: 71,391 shares 71,391 $5.75M 1.62% +53,461 Timeline AIRR 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 loaded; 2024Q4: 32,659 shares; 2025Q1: 36,102 shares; 2025Q2: 37,308 shares; 2025Q3: 37,739 shares; 2025Q4: 39,784 shares; 2026Q1: 39,271 shares; 2026Q2: 40,635 shares 40,635 $5.41M 1.52% +1,364 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,740 shares; 2025Q3: 24,798 shares; 2025Q4: 72,414 shares; 2026Q1: 85,573 shares; 2026Q2: 104,685 shares 104,685 $5.16M 1.45% +19,112 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,403 shares; 2026Q1: 48,556 shares; 2026Q2: 48,063 shares 48,063 $4.76M 1.34% -493 Timeline JTEK 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,664 shares; 2026Q1: 13,059 shares; 2026Q2: 40,105 shares 40,105 $4.47M 1.26% +27,046 Timeline SDVY 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 loaded; 2024Q4: 65,632 shares; 2025Q1: 70,379 shares; 2025Q2: 73,100 shares; 2025Q3: 75,087 shares; 2025Q4: 84,533 shares; 2026Q1: 86,346 shares; 2026Q2: 94,754 shares 94,754 $4.09M 1.15% +8,408 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 loaded; 2024Q4: 57,626 shares; 2025Q1: 59,865 shares; 2025Q2: 59,958 shares; 2025Q3: 61,977 shares; 2025Q4: 67,203 shares; 2026Q1: 65,262 shares; 2026Q2: 67,887 shares 67,887 $4M 1.13% +2,625 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,762 shares; 2026Q1: 39,891 shares; 2026Q2: 50,031 shares 50,031 $3.86M 1.08% +10,140 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,849 shares; 2026Q1: 81,159 shares; 2026Q2: 79,884 shares 79,884 $3.69M 1.04% -1,275 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: not loaded; 2024Q4: 15,437 shares; 2025Q1: 15,538 shares; 2025Q2: 15,867 shares; 2025Q3: 19,301 shares; 2025Q4: 18,460 shares; 2026Q1: 18,144 shares; 2026Q2: 18,105 shares 18,105 $3.62M 1.02% -39 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,675 shares; 2025Q1: 24,131 shares; 2025Q2: 26,715 shares; 2025Q3: 30,220 shares; 2025Q4: 30,810 shares; 2026Q1: 30,789 shares; 2026Q2: 33,706 shares 33,706 $3.41M 0.96% +2,917 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,024 shares; 2026Q1: 29,199 shares; 2026Q2: 22,467 shares 22,467 $3.19M 0.9% -6,732 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96,567 shares; 2025Q1: 102,475 shares; 2025Q2: 108,067 shares; 2025Q3: 118,976 shares; 2025Q4: 126,493 shares; 2026Q1: 129,360 shares; 2026Q2: 141,222 shares 141,222 $2.94M 0.83% +11,862 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,491 shares; 2025Q1: 45,389 shares; 2025Q2: 45,929 shares; 2025Q3: 47,065 shares; 2025Q4: 51,573 shares; 2026Q1: 51,655 shares; 2026Q2: 53,817 shares 53,817 $2.67M 0.75% +2,162 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: not loaded; 2024Q4: 41,700 shares; 2025Q1: 44,156 shares; 2025Q2: 45,127 shares; 2025Q3: 46,760 shares; 2025Q4: 51,653 shares; 2026Q1: 52,073 shares; 2026Q2: 54,517 shares 54,517 $2.64M 0.74% +2,444 Timeline SPGP 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 loaded; 2024Q4: 28,019 shares; 2025Q1: 29,830 shares; 2025Q2: 31,072 shares; 2025Q3: 31,377 shares; 2025Q4: 25,506 shares; 2026Q1: 23,089 shares; 2026Q2: 20,843 shares 20,843 $2.55M 0.72% -2,246 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: not loaded; 2024Q4: 5,264 shares; 2025Q1: 5,061 shares; 2025Q2: 4,699 shares; 2025Q3: 4,871 shares; 2025Q4: 6,298 shares; 2026Q1: 5,513 shares; 2026Q2: 6,638 shares 6,638 $2.37M 0.67% +1,125 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,778 shares; 2025Q4: 40,412 shares; 2026Q1: 51,834 shares; 2026Q2: 68,665 shares 68,665 $2.34M 0.66% +16,831 Timeline FMDE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,411 shares; 2025Q4: 32,889 shares; 2026Q1: 40,526 shares; 2026Q2: 54,857 shares 54,857 $2.23M 0.63% +14,331 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: not loaded; 2024Q4: 5,441 shares; 2025Q1: 5,339 shares; 2025Q2: 5,458 shares; 2025Q3: 5,885 shares; 2025Q4: 6,300 shares; 2026Q1: 7,960 shares; 2026Q2: 7,678 shares 7,678 $2.22M 0.62% -282 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 104,972 shares; 2025Q1: 108,541 shares; 2025Q2: 109,400 shares; 2025Q3: 110,659 shares; 2025Q4: 88,712 shares; 2026Q1: 81,134 shares; 2026Q2: 71,952 shares 71,952 $2.09M 0.59% -9,182 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,606 shares; 2026Q1: 56,099 shares; 2026Q2: 55,423 shares 55,423 $2.05M 0.58% -676 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: not loaded; 2024Q4: 6,115 shares; 2025Q1: 6,215 shares; 2025Q2: 6,431 shares; 2025Q3: 6,871 shares; 2025Q4: 7,070 shares; 2026Q1: 6,663 shares; 2026Q2: 5,449 shares 5,449 $2.03M 0.57% -1,214 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: not loaded; 2024Q4: 8,936 shares; 2025Q1: 9,473 shares; 2025Q2: 9,399 shares; 2025Q3: 8,414 shares; 2025Q4: 8,434 shares; 2026Q1: 8,136 shares; 2026Q2: 8,268 shares 8,268 $1.97M 0.55% +132 Timeline ILOW 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,856 shares; 2026Q1: 31,094 shares; 2026Q2: 41,048 shares 41,048 $1.87M 0.52% +9,954 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,632 shares; 2026Q1: 15,632 shares; 2026Q2: 15,632 shares 15,632 $1.84M 0.52% 0 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: not loaded; 2024Q4: 2,189 shares; 2025Q1: 2,542 shares; 2025Q2: 3,390 shares; 2025Q3: 3,499 shares; 2025Q4: 4,092 shares; 2026Q1: 4,122 shares; 2026Q2: 4,390 shares 4,390 $1.66M 0.47% +268 Timeline VTEI 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: not loaded; 2024Q4: 8,807 shares; 2025Q1: 8,791 shares; 2025Q2: 8,162 shares; 2025Q3: 8,778 shares; 2025Q4: 12,653 shares; 2026Q1: 13,744 shares; 2026Q2: 15,812 shares 15,812 $1.6M 0.45% +2,068 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53,424 shares; 2025Q1: 56,241 shares; 2025Q2: 59,446 shares; 2025Q3: 65,655 shares; 2025Q4: 70,989 shares; 2026Q1: 72,668 shares; 2026Q2: 79,646 shares 79,646 $1.59M 0.45% +6,978 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,817 shares; 2026Q1: 16,512 shares; 2026Q2: 16,310 shares 16,310 $1.57M 0.44% -202 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,072 shares; 2026Q1: 103,056 shares; 2026Q2: 99,009 shares 99,009 $1.57M 0.44% -4,047 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,337 shares; 2026Q1: 9,337 shares; 2026Q2: 9,337 shares 9,337 $1.38M 0.39% 0 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,603 shares; 2026Q1: 56,690 shares; 2026Q2: 46,689 shares 46,689 $1.37M 0.39% -10,001 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: not loaded; 2024Q4: 10,114 shares; 2025Q1: 11,001 shares; 2025Q2: 10,865 shares; 2025Q3: 11,506 shares; 2025Q4: 28,254 shares; 2026Q1: 24,945 shares; 2026Q2: 17,855 shares 17,855 $1.27M 0.36% -7,090 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,921 shares; 2026Q1: 7,669 shares; 2026Q2: 7,692 shares 7,692 $1.26M 0.36% +23 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: not loaded; 2024Q4: 2,339 shares; 2025Q1: 2,120 shares; 2025Q2: 2,168 shares; 2025Q3: 2,480 shares; 2025Q4: 2,443 shares; 2026Q1: 2,494 shares; 2026Q2: 2,479 shares 2,479 $1.18M 0.33% -15 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,014 shares; 2025Q1: 8,198 shares; 2025Q2: 8,097 shares; 2025Q3: 10,270 shares; 2025Q4: 7,964 shares; 2026Q1: 7,910 shares; 2026Q2: 39,685 shares 39,685 $1.09M 0.31% +31,775 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: not loaded; 2024Q4: 2,403 shares; 2025Q1: 2,660 shares; 2025Q2: 2,467 shares; 2025Q3: 2,529 shares; 2025Q4: 2,693 shares; 2026Q1: 2,827 shares; 2026Q2: 2,989 shares 2,989 $1.06M 0.3% +162 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,538 shares; 2026Q1: 5,545 shares; 2026Q2: 5,484 shares 5,484 $1.04M 0.29% -61 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 251 shares; 2025Q3: 289 shares; 2025Q4: 294 shares; 2026Q1: 282 shares; 2026Q2: 3,420 shares 3,420 $1.03M 0.29% +3,138 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: not loaded; 2024Q4: 425 shares; 2025Q1: 406 shares; 2025Q2: 515 shares; 2025Q3: 423 shares; 2025Q4: 437 shares; 2026Q1: 523 shares; 2026Q2: 500 shares 500 $995K 0.28% -23 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,675 shares; 2026Q1: 20,912 shares; 2026Q2: 20,827 shares 20,827 $975K 0.27% -85 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,828 shares; 2025Q1: 9,919 shares; 2025Q2: 9,898 shares; 2025Q3: 11,270 shares; 2025Q4: 13,095 shares; 2026Q1: 12,908 shares; 2026Q2: 12,842 shares 12,842 $943K 0.26% -66 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: not loaded; 2024Q4: 2,758 shares; 2025Q1: 2,898 shares; 2025Q2: 2,635 shares; 2025Q3: 2,592 shares; 2025Q4: 1,907 shares; 2026Q1: 2,009 shares; 2026Q2: 1,575 shares 1,575 $887K 0.25% -434 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: not loaded; 2024Q4: 1,674 shares; 2025Q1: 1,755 shares; 2025Q2: 1,867 shares; 2025Q3: 1,935 shares; 2025Q4: 1,846 shares; 2026Q1: 1,780 shares; 2026Q2: 1,634 shares 1,634 $839K 0.24% -146 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,286 shares; 2026Q1: 20,056 shares; 2026Q2: 30,479 shares 30,479 $837K 0.24% +10,423 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: not loaded; 2024Q4: 1,289 shares; 2025Q1: 1,284 shares; 2025Q2: 1,290 shares; 2025Q3: 1,377 shares; 2025Q4: 1,512 shares; 2026Q1: 1,562 shares; 2026Q2: 9,550 shares 9,550 $823K 0.23% +7,988 Timeline VTWO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,007 shares; 2026Q1: 6,244 shares; 2026Q2: 6,745 shares 6,745 $819K 0.23% +501 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: not loaded; 2024Q4: 2,213 shares; 2025Q1: 2,165 shares; 2025Q2: 2,151 shares; 2025Q3: 2,155 shares; 2025Q4: 2,591 shares; 2026Q1: 2,527 shares; 2026Q2: 2,443 shares 2,443 $800K 0.22% -84 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,823 shares; 2025Q1: 9,123 shares; 2025Q2: 8,344 shares; 2025Q3: 8,272 shares; 2025Q4: 8,168 shares; 2026Q1: 7,988 shares; 2026Q2: 7,973 shares 7,973 $769K 0.22% -15 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,914 shares; 2025Q1: 1,988 shares; 2025Q2: 1,984 shares; 2025Q3: 1,981 shares; 2025Q4: 1,935 shares; 2026Q1: 1,935 shares; 2026Q2: 1,934 shares 1,934 $707K 0.2% -1 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: not loaded; 2024Q4: 304 shares; 2025Q1: 340 shares; 2025Q2: 360 shares; 2025Q3: 304 shares; 2025Q4: 549 shares; 2026Q1: 570 shares; 2026Q2: 585 shares 585 $702K 0.2% +15 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: not loaded; 2024Q4: 352 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 429 shares; 2025Q4: 1,186 shares; 2026Q1: not reported; 2026Q2: 877 shares 877 $655K 0.18% new Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,857 shares; 2025Q4: 18,381 shares; 2026Q1: 13,323 shares; 2026Q2: 12,852 shares 12,852 $647K 0.18% -471 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: not loaded; 2024Q4: 2,368 shares; 2025Q1: 2,333 shares; 2025Q2: 2,343 shares; 2025Q3: 2,502 shares; 2025Q4: 2,692 shares; 2026Q1: 2,756 shares; 2026Q2: 2,844 shares 2,844 $620K 0.17% +88 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: not loaded; 2024Q4: 12,288 shares; 2025Q1: 12,839 shares; 2025Q2: 12,562 shares; 2025Q3: 12,562 shares; 2025Q4: 12,133 shares; 2026Q1: 12,100 shares; 2026Q2: 12,052 shares 12,052 $615K 0.17% -48 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: not loaded; 2024Q4: 4,155 shares; 2025Q1: 4,375 shares; 2025Q2: 3,921 shares; 2025Q3: 3,987 shares; 2025Q4: 3,708 shares; 2026Q1: 2,880 shares; 2026Q2: 3,237 shares 3,237 $586K 0.16% +357 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 loaded; 2024Q4: not reported; 2025Q1: 3,136 shares; 2025Q2: 3,154 shares; 2025Q3: 4,026 shares; 2025Q4: 4,468 shares; 2026Q1: 4,131 shares; 2026Q2: 4,279 shares 4,279 $580K 0.16% +148 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: not loaded; 2024Q4: 2,242 shares; 2025Q1: 2,450 shares; 2025Q2: 2,512 shares; 2025Q3: 2,223 shares; 2025Q4: 1,975 shares; 2026Q1: 1,934 shares; 2026Q2: 2,224 shares 2,224 $560K 0.16% +290 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,457 shares; 2025Q1: 4,292 shares; 2025Q2: 3,835 shares; 2025Q3: 4,003 shares; 2025Q4: 3,732 shares; 2026Q1: 3,668 shares; 2026Q2: 3,540 shares 3,540 $539K 0.15% -128 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 464 shares 464 $536K 0.15% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,067 shares; 2025Q3: 7,502 shares; 2025Q4: 7,680 shares; 2026Q1: 8,980 shares; 2026Q2: 8,406 shares 8,406 $519K 0.15% -574 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: not loaded; 2024Q4: 2,419 shares; 2025Q1: 2,412 shares; 2025Q2: 2,470 shares; 2025Q3: 2,583 shares; 2025Q4: 2,347 shares; 2026Q1: 2,690 shares; 2026Q2: 2,642 shares 2,642 $501K 0.14% -48 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: 774 shares; 2025Q3: 633 shares; 2025Q4: 422 shares; 2026Q1: 425 shares; 2026Q2: 423 shares 423 $497K 0.14% -2 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,737 shares; 2025Q1: 4,487 shares; 2025Q2: 5,334 shares; 2025Q3: 5,117 shares; 2025Q4: 5,266 shares; 2026Q1: 4,112 shares; 2026Q2: 3,603 shares 3,603 $493K 0.14% -509 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,929 shares; 2026Q1: 7,404 shares; 2026Q2: 6,333 shares 6,333 $492K 0.14% -1,071 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,386 shares; 2025Q1: 6,497 shares; 2025Q2: 7,297 shares; 2025Q3: 8,161 shares; 2025Q4: 8,348 shares; 2026Q1: 8,174 shares; 2026Q2: 8,066 shares 8,066 $487K 0.14% -108 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: not loaded; 2024Q4: 1,650 shares; 2025Q1: not reported; 2025Q2: 1,386 shares; 2025Q3: 1,986 shares; 2025Q4: 1,997 shares; 2026Q1: 2,064 shares; 2026Q2: 1,275 shares 1,275 $477K 0.13% -789 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,116 shares; 2025Q4: 6,812 shares; 2026Q1: 1,552 shares; 2026Q2: 1,552 shares 1,552 $466K 0.13% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 545 shares; 2026Q1: 409 shares; 2026Q2: 437 shares 437 $465K 0.13% +28 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 loaded; 2024Q4: not reported; 2025Q1: 3,094 shares; 2025Q2: 4,715 shares; 2025Q3: 5,515 shares; 2025Q4: 5,502 shares; 2026Q1: 5,596 shares; 2026Q2: 5,569 shares 5,569 $460K 0.13% -27 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 loaded; 2024Q4: 3,759 shares; 2025Q1: 3,737 shares; 2025Q2: 3,725 shares; 2025Q3: 3,655 shares; 2025Q4: 3,677 shares; 2026Q1: 3,575 shares; 2026Q2: 3,516 shares 3,516 $445K 0.13% -59 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: not loaded; 2024Q4: not reported; 2025Q1: 4,727 shares; 2025Q2: 4,656 shares; 2025Q3: 4,922 shares; 2025Q4: 19,822 shares; 2026Q1: 16,280 shares; 2026Q2: 7,439 shares 7,439 $444K 0.12% -8,841 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 468 shares; 2025Q4: 923 shares; 2026Q1: 902 shares; 2026Q2: 873 shares 873 $438K 0.12% -29 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 loaded; 2024Q4: 1,312 shares; 2025Q1: 2,079 shares; 2025Q2: 2,010 shares; 2025Q3: 1,809 shares; 2025Q4: 1,853 shares; 2026Q1: 2,134 shares; 2026Q2: 1,755 shares 1,755 $432K 0.12% -379 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 loaded; 2024Q4: 3,915 shares; 2025Q1: 3,121 shares; 2025Q2: 2,281 shares; 2025Q3: 1,842 shares; 2025Q4: 4,010 shares; 2026Q1: 3,513 shares; 2026Q2: 3,364 shares 3,364 $425K 0.12% -149 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 loaded; 2024Q4: 1,317 shares; 2025Q1: 1,344 shares; 2025Q2: 1,587 shares; 2025Q3: 1,132 shares; 2025Q4: 875 shares; 2026Q1: 1,641 shares; 2026Q2: 1,531 shares 1,531 $422K 0.12% -110 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 loaded; 2024Q4: 4,936 shares; 2025Q1: 3,921 shares; 2025Q2: 4,630 shares; 2025Q3: 4,565 shares; 2025Q4: 4,257 shares; 2026Q1: 2,714 shares; 2026Q2: 2,349 shares 2,349 $414K 0.12% -365 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: not loaded; 2024Q4: 2,130 shares; 2025Q1: 2,423 shares; 2025Q2: 2,482 shares; 2025Q3: 2,677 shares; 2025Q4: 2,583 shares; 2026Q1: 1,760 shares; 2026Q2: 1,629 shares 1,629 $414K 0.12% -131 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,016 shares; 2026Q1: 3,016 shares; 2026Q2: 3,016 shares 3,016 $412K 0.12% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,442 shares; 2025Q1: 1,556 shares; 2025Q2: 1,625 shares; 2025Q3: 1,392 shares; 2025Q4: 1,185 shares; 2026Q1: 1,211 shares; 2026Q2: 1,178 shares 1,178 $404K 0.11% -33 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 loaded; 2024Q4: not reported; 2025Q1: 2,625 shares; 2025Q2: 3,276 shares; 2025Q3: 2,716 shares; 2025Q4: 2,733 shares; 2026Q1: 4,390 shares; 2026Q2: 5,067 shares 5,067 $396K 0.11% +677 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 1,666 shares; 2026Q1: 2,271 shares; 2026Q2: 2,331 shares 2,331 $396K 0.11% +60 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: not loaded; 2024Q4: 494 shares; 2025Q1: 517 shares; 2025Q2: 584 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 407 shares; 2026Q2: 763 shares 763 $396K 0.11% +356 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 loaded; 2024Q4: not reported; 2025Q1: 939 shares; 2025Q2: 1,102 shares; 2025Q3: 1,022 shares; 2025Q4: 1,349 shares; 2026Q1: 1,027 shares; 2026Q2: 1,042 shares 1,042 $377K 0.11% +15 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,817 shares; 2025Q1: 1,862 shares; 2025Q2: 1,963 shares; 2025Q3: 2,454 shares; 2025Q4: 2,560 shares; 2026Q1: 2,808 shares; 2026Q2: 2,233 shares 2,233 $370K 0.1% -575 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 loaded; 2024Q4: 5,623 shares; 2025Q1: 5,357 shares; 2025Q2: 4,993 shares; 2025Q3: 4,938 shares; 2025Q4: 4,852 shares; 2026Q1: 4,433 shares; 2026Q2: 4,868 shares 4,868 $368K 0.1% +435 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: not loaded; 2024Q4: not reported; 2025Q1: 2,015 shares; 2025Q2: 2,204 shares; 2025Q3: 1,853 shares; 2025Q4: 2,035 shares; 2026Q1: 2,723 shares; 2026Q2: 2,708 shares 2,708 $367K 0.1% -15 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,253 shares; 2026Q1: 6,125 shares; 2026Q2: 6,332 shares 6,332 $361K 0.1% +207 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,780 shares; 2026Q1: 3,700 shares; 2026Q2: 3,704 shares 3,704 $356K 0.1% +4 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,542 shares; 2025Q2: 5,186 shares; 2025Q3: 6,564 shares; 2025Q4: 6,579 shares; 2026Q1: 6,758 shares; 2026Q2: 6,985 shares 6,985 $354K 0.1% +227 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,037 shares; 2025Q1: 6,862 shares; 2025Q2: 5,918 shares; 2025Q3: 5,819 shares; 2025Q4: 4,934 shares; 2026Q1: 4,884 shares; 2026Q2: 4,915 shares 4,915 $347K 0.1% +31 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,011 shares; 2025Q3: 5,536 shares; 2025Q4: 5,517 shares; 2026Q1: 6,882 shares; 2026Q2: 7,176 shares 7,176 $341K 0.1% +294 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 226 shares; 2025Q4: 259 shares; 2026Q1: 350 shares; 2026Q2: 348 shares 348 $335K 0.09% -2 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 loaded; 2024Q4: not reported; 2025Q1: 1,367 shares; 2025Q2: 1,449 shares; 2025Q3: 1,443 shares; 2025Q4: 1,480 shares; 2026Q1: 1,535 shares; 2026Q2: 1,533 shares 1,533 $332K 0.09% -2 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,250 shares; 2025Q1: 6,461 shares; 2025Q2: 6,532 shares; 2025Q3: 5,767 shares; 2025Q4: 6,324 shares; 2026Q1: 8,056 shares; 2026Q2: 7,644 shares 7,644 $326K 0.09% -412 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: not loaded; 2024Q4: 6,970 shares; 2025Q1: 6,223 shares; 2025Q2: 6,231 shares; 2025Q3: 7,404 shares; 2025Q4: not reported; 2026Q1: 5,897 shares; 2026Q2: 7,684 shares 7,684 $325K 0.09% +1,787 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,361 shares; 2026Q2: 3,272 shares 3,272 $322K 0.09% -89 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 672 shares; 2026Q1: not reported; 2026Q2: 454 shares 454 $319K 0.09% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,212 shares; 2026Q2: 2,904 shares 2,904 $319K 0.09% -308 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,474 shares; 2025Q1: 7,402 shares; 2025Q2: 7,465 shares; 2025Q3: 7,384 shares; 2025Q4: 6,937 shares; 2026Q1: 6,058 shares; 2026Q2: 5,863 shares 5,863 $318K 0.09% -195 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,179 shares; 2025Q2: 8,856 shares; 2025Q3: 9,480 shares; 2025Q4: 11,388 shares; 2026Q1: 11,477 shares; 2026Q2: 11,664 shares 11,664 $315K 0.09% +187 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,310 shares; 2025Q4: 3,687 shares; 2026Q1: 3,461 shares; 2026Q2: 3,969 shares 3,969 $315K 0.09% +508 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 loaded; 2024Q4: 1,041 shares; 2025Q1: 970 shares; 2025Q2: 923 shares; 2025Q3: 919 shares; 2025Q4: 1,100 shares; 2026Q1: 1,149 shares; 2026Q2: 1,155 shares 1,155 $314K 0.09% +6 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: not loaded; 2024Q4: 1,306 shares; 2025Q1: 1,342 shares; 2025Q2: 1,279 shares; 2025Q3: 1,366 shares; 2025Q4: 1,290 shares; 2026Q1: 1,703 shares; 2026Q2: 1,413 shares 1,413 $309K 0.09% -290 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: not loaded; 2024Q4: 783 shares; 2025Q1: 698 shares; 2025Q2: 589 shares; 2025Q3: 575 shares; 2025Q4: 644 shares; 2026Q1: 809 shares; 2026Q2: 928 shares 928 $308K 0.09% +119 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 loaded; 2024Q4: 1,122 shares; 2025Q1: 1,291 shares; 2025Q2: 1,495 shares; 2025Q3: 1,416 shares; 2025Q4: 1,470 shares; 2026Q1: 1,518 shares; 2026Q2: 1,532 shares 1,532 $307K 0.09% +14 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 loaded; 2024Q4: 3,796 shares; 2025Q1: 3,860 shares; 2025Q2: 3,498 shares; 2025Q3: 3,218 shares; 2025Q4: 3,257 shares; 2026Q1: 3,217 shares; 2026Q2: 3,198 shares 3,198 $306K 0.09% -19 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 315 shares 315 $304K 0.09% new 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: not loaded; 2024Q4: 897 shares; 2025Q1: 944 shares; 2025Q2: 957 shares; 2025Q3: 945 shares; 2025Q4: 909 shares; 2026Q1: 886 shares; 2026Q2: 889 shares 889 $303K 0.09% +3 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,873 shares; 2025Q4: 2,885 shares; 2026Q1: not reported; 2026Q2: 2,905 shares 2,905 $301K 0.08% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,118 shares; 2025Q3: not reported; 2025Q4: 1,402 shares; 2026Q1: 1,194 shares; 2026Q2: 996 shares 996 $297K 0.08% -198 Timeline HELO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,207 shares; 2025Q4: 4,220 shares; 2026Q1: 4,342 shares; 2026Q2: 4,354 shares 4,354 $294K 0.08% +12 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,312 shares; 2026Q2: 1,524 shares 1,524 $289K 0.08% +212 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 814 shares; 2026Q1: 853 shares; 2026Q2: 849 shares 849 $287K 0.08% -4 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: not loaded; 2024Q4: not reported; 2025Q1: 15,084 shares; 2025Q2: 15,051 shares; 2025Q3: 10,248 shares; 2025Q4: 10,190 shares; 2026Q1: 11,675 shares; 2026Q2: 11,761 shares 11,761 $283K 0.08% +86 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 loaded; 2024Q4: not reported; 2025Q1: 2,743 shares; 2025Q2: 2,746 shares; 2025Q3: 2,882 shares; 2025Q4: 3,204 shares; 2026Q1: 3,519 shares; 2026Q2: 3,631 shares 3,631 $283K 0.08% +112 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: not loaded; 2024Q4: 996 shares; 2025Q1: 1,199 shares; 2025Q2: 1,176 shares; 2025Q3: 1,222 shares; 2025Q4: not reported; 2026Q1: 672 shares; 2026Q2: 657 shares 657 $280K 0.08% -15 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: not loaded; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 295 shares; 2026Q1: 273 shares; 2026Q2: 273 shares 273 $276K 0.08% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,341 shares 2,341 $275K 0.08% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 972 shares; 2025Q4: 983 shares; 2026Q1: 908 shares; 2026Q2: 911 shares 911 $275K 0.08% +3 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,225 shares 1,225 $274K 0.08% new Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $272K 0.08% 0 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 loaded; 2024Q4: 2,635 shares; 2025Q1: 2,234 shares; 2025Q2: 1,975 shares; 2025Q3: 1,334 shares; 2025Q4: 1,383 shares; 2026Q1: 1,228 shares; 2026Q2: 1,302 shares 1,302 $272K 0.08% +74 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,673 shares; 2026Q2: 1,660 shares 1,660 $272K 0.08% -13 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: not loaded; 2024Q4: 2,456 shares; 2025Q1: 2,517 shares; 2025Q2: 2,622 shares; 2025Q3: 2,630 shares; 2025Q4: 2,697 shares; 2026Q1: 2,627 shares; 2026Q2: 2,987 shares 2,987 $271K 0.08% +360 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,639 shares; 2025Q4: 3,758 shares; 2026Q1: 3,678 shares; 2026Q2: 3,922 shares 3,922 $268K 0.08% +244 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,273 shares; 2025Q1: not reported; 2025Q2: 1,412 shares; 2025Q3: 1,411 shares; 2025Q4: 1,410 shares; 2026Q1: 1,016 shares; 2026Q2: 994 shares 994 $267K 0.08% -22 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,120 shares; 2025Q3: 3,090 shares; 2025Q4: 3,058 shares; 2026Q1: 2,968 shares; 2026Q2: 2,896 shares 2,896 $267K 0.07% -72 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,697 shares; 2025Q1: 2,721 shares; 2025Q2: 2,819 shares; 2025Q3: 2,681 shares; 2025Q4: 2,276 shares; 2026Q1: 2,732 shares; 2026Q2: 2,538 shares 2,538 $264K 0.07% -194 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 557 shares; 2025Q1: 506 shares; 2025Q2: 486 shares; 2025Q3: 489 shares; 2025Q4: 447 shares; 2026Q1: 453 shares; 2026Q2: 455 shares 455 $261K 0.07% +2 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,331 shares; 2026Q1: 5,253 shares; 2026Q2: 5,253 shares 5,253 $260K 0.07% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,871 shares; 2026Q2: 2,192 shares 2,192 $256K 0.07% +321 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: not loaded; 2024Q4: 4,583 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,016 shares; 2025Q4: 4,070 shares; 2026Q1: 3,929 shares; 2026Q2: 3,840 shares 3,840 $255K 0.07% -89 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 870 shares; 2025Q1: 940 shares; 2025Q2: 819 shares; 2025Q3: 574 shares; 2025Q4: 524 shares; 2026Q1: 590 shares; 2026Q2: 552 shares 552 $253K 0.07% -38 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,836 shares; 2025Q1: 4,791 shares; 2025Q2: 4,795 shares; 2025Q3: 4,034 shares; 2025Q4: 4,270 shares; 2026Q1: 2,898 shares; 2026Q2: 3,045 shares 3,045 $252K 0.07% +147 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,103 shares; 2026Q2: 4,189 shares 4,189 $252K 0.07% +86 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 961 shares; 2025Q1: 972 shares; 2025Q2: 937 shares; 2025Q3: 758 shares; 2025Q4: 636 shares; 2026Q1: 692 shares; 2026Q2: 693 shares 693 $251K 0.07% +1 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,991 shares; 2026Q1: 2,348 shares; 2026Q2: 1,932 shares 1,932 $248K 0.07% -416 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 loaded; 2024Q4: 500 shares; 2025Q1: 472 shares; 2025Q2: 409 shares; 2025Q3: 387 shares; 2025Q4: 315 shares; 2026Q1: 360 shares; 2026Q2: 328 shares 328 $248K 0.07% -32 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,402 shares; 2025Q3: 2,293 shares; 2025Q4: 2,239 shares; 2026Q1: 3,124 shares; 2026Q2: 3,109 shares 3,109 $245K 0.07% -15 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684 shares; 2026Q1: 669 shares; 2026Q2: 655 shares 655 $242K 0.07% -14 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 167 shares; 2025Q1: 154 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 127 shares; 2026Q1: 121 shares; 2026Q2: 124 shares 124 $242K 0.07% +3 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,676 shares; 2026Q2: 5,505 shares 5,505 $239K 0.07% -171 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,454 shares; 2025Q1: 1,527 shares; 2025Q2: 1,500 shares; 2025Q3: 1,423 shares; 2025Q4: not reported; 2026Q1: 1,410 shares; 2026Q2: 1,139 shares 1,139 $238K 0.07% -271 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 563 shares 563 $237K 0.07% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,277 shares; 2026Q2: 4,068 shares 4,068 $235K 0.07% -209 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,158 shares 3,158 $235K 0.07% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 773 shares 773 $234K 0.07% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares; 2026Q2: 1,083 shares 1,083 $233K 0.07% -127 Timeline JIRE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,361 shares; 2025Q3: 3,597 shares; 2025Q4: 3,673 shares; 2026Q1: not reported; 2026Q2: 2,813 shares 2,813 $232K 0.07% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,593 shares 1,593 $230K 0.06% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,572 shares; 2025Q3: 2,180 shares; 2025Q4: 2,074 shares; 2026Q1: 2,017 shares; 2026Q2: 1,615 shares 1,615 $226K 0.06% -402 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 loaded; 2024Q4: 997 shares; 2025Q1: 1,076 shares; 2025Q2: 1,064 shares; 2025Q3: 964 shares; 2025Q4: 811 shares; 2026Q1: not reported; 2026Q2: 564 shares 564 $224K 0.06% 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: not loaded; 2024Q4: not reported; 2025Q1: 1,436 shares; 2025Q2: 1,438 shares; 2025Q3: not reported; 2025Q4: 1,723 shares; 2026Q1: 1,787 shares; 2026Q2: 1,575 shares 1,575 $217K 0.06% -212 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,810 shares 3,810 $217K 0.06% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 720 shares; 2025Q1: 875 shares; 2025Q2: not reported; 2025Q3: 876 shares; 2025Q4: 808 shares; 2026Q1: 681 shares; 2026Q2: 678 shares 678 $215K 0.06% -3 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,180 shares; 2025Q1: 2,197 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,816 shares; 2026Q1: 2,047 shares; 2026Q2: 1,862 shares 1,862 $213K 0.06% -185 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: not loaded; 2024Q4: 474 shares; 2025Q1: 538 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 506 shares 506 $210K 0.06% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 315 shares 315 $210K 0.06% new 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: not loaded; 2024Q4: 2,873 shares; 2025Q1: 3,397 shares; 2025Q2: 3,799 shares; 2025Q3: 4,798 shares; 2025Q4: 4,422 shares; 2026Q1: 3,794 shares; 2026Q2: 4,095 shares 4,095 $210K 0.06% +301 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 664 shares; 2025Q3: 864 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 558 shares 558 $209K 0.06% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,137 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,316 shares 1,316 $208K 0.06% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,372 shares; 2025Q1: 8,521 shares; 2025Q2: 7,392 shares; 2025Q3: 7,313 shares; 2025Q4: 6,795 shares; 2026Q1: 6,720 shares; 2026Q2: 6,718 shares 6,718 $207K 0.06% -2 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,114 shares; 2025Q4: 701 shares; 2026Q1: not reported; 2026Q2: 559 shares 559 $207K 0.06% new Timeline FENI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,471 shares; 2026Q1: not reported; 2026Q2: 5,153 shares 5,153 $207K 0.06% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 609 shares; 2025Q1: 625 shares; 2025Q2: 560 shares; 2025Q3: 519 shares; 2025Q4: 473 shares; 2026Q1: 387 shares; 2026Q2: 446 shares 446 $207K 0.06% +59 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: not loaded; 2024Q4: 1,218 shares; 2025Q1: 1,292 shares; 2025Q2: 1,311 shares; 2025Q3: 1,606 shares; 2025Q4: 1,496 shares; 2026Q1: 2,217 shares; 2026Q2: 1,232 shares 1,232 $205K 0.06% -985 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,051 shares; 2026Q2: 2,358 shares 2,358 $205K 0.06% -693 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,084 shares; 2025Q3: 11,602 shares; 2025Q4: 11,465 shares; 2026Q1: 11,784 shares; 2026Q2: 11,682 shares 11,682 $161K 0.05% -102 Timeline