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; 2024Q4: 547,438 shares; 2025Q1: 550,310 shares; 2025Q2: 557,659 shares; 2025Q3: 544,492 shares; 2025Q4: 542,867 shares; 2026Q1: 540,417 shares; 2026Q2: 537,488 shares; 2026Q3: 556,177 shares 556,177 $644M 28.2% +18,689 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 247,578 shares; 2025Q1: 250,310 shares; 2025Q2: 256,906 shares; 2025Q3: 257,321 shares; 2025Q4: 271,624 shares; 2026Q1: 279,455 shares; 2026Q2: 274,215 shares; 2026Q3: 291,648 shares 291,648 $223M 9.79% +17,433 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,133,441 shares; 2025Q1: 1,151,952 shares; 2025Q2: 1,180,815 shares; 2025Q3: 1,109,335 shares; 2025Q4: 1,121,755 shares; 2026Q1: 1,152,695 shares; 2026Q2: 1,150,363 shares; 2026Q3: 1,152,604 shares 1,152,604 $82.9M 3.63% +2,241 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 153,462 shares; 2025Q1: 154,506 shares; 2025Q2: 147,666 shares; 2025Q3: 147,607 shares; 2025Q4: 155,765 shares; 2026Q1: 161,957 shares; 2026Q2: 154,703 shares; 2026Q3: 153,617 shares 153,617 $51.2M 2.24% -1,086 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; 2024Q4: 1,906,668 shares; 2025Q1: 1,891,714 shares; 2025Q2: 1,881,382 shares; 2025Q3: 1,861,935 shares; 2025Q4: 1,840,603 shares; 2026Q1: 1,813,550 shares; 2026Q2: 1,711,363 shares; 2026Q3: 1,685,866 shares 1,685,866 $46.3M 2.03% -25,497 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,911 shares; 2025Q1: 83,801 shares; 2025Q2: 83,361 shares; 2025Q3: 83,077 shares; 2025Q4: 84,072 shares; 2026Q1: 86,279 shares; 2026Q2: 82,547 shares; 2026Q3: 82,906 shares 82,906 $42.5M 1.86% +359 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,594 shares; 2025Q1: 90,916 shares; 2025Q2: 108,742 shares; 2025Q3: 107,805 shares; 2025Q4: 107,858 shares; 2026Q1: 110,132 shares; 2026Q2: 119,112 shares; 2026Q3: 119,272 shares 119,272 $41.9M 1.84% +160 Timeline JMTG 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 762,196 shares; 2025Q3: 777,115 shares; 2025Q4: 809,486 shares; 2026Q1: 819,602 shares; 2026Q2: 807,941 shares; 2026Q3: 840,741 shares 840,741 $40.6M 1.78% +32,800 Timeline NUGO NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 578,626 shares; 2026Q3: 752,454 shares 752,454 $33.3M 1.46% +173,828 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 838,513 shares; 2025Q1: 854,454 shares; 2025Q2: 885,572 shares; 2025Q3: 878,567 shares; 2025Q4: 879,145 shares; 2026Q1: 791,132 shares; 2026Q2: 374,631 shares; 2026Q3: 317,704 shares 317,704 $32.5M 1.42% -56,927 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95,112 shares; 2025Q1: 97,244 shares; 2025Q2: 96,484 shares; 2025Q3: 95,453 shares; 2025Q4: 94,521 shares; 2026Q1: 90,548 shares; 2026Q2: 86,369 shares; 2026Q3: 86,333 shares 86,333 $29.4M 1.29% -36 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 101,516 shares; 2025Q1: 108,695 shares; 2025Q2: 108,308 shares; 2025Q3: 107,808 shares; 2025Q4: 108,172 shares; 2026Q1: 123,763 shares; 2026Q2: 118,649 shares; 2026Q3: 117,778 shares 117,778 $26.9M 1.18% -871 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 162,126 shares 162,126 $26.4M 1.16% new 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; 2024Q4: 52,185 shares; 2025Q1: 51,645 shares; 2025Q2: 65,626 shares; 2025Q3: 65,084 shares; 2025Q4: 66,060 shares; 2026Q1: 68,246 shares; 2026Q2: 74,845 shares; 2026Q3: 79,313 shares 79,313 $26.2M 1.15% +4,468 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 164,899 shares; 2025Q1: 164,803 shares; 2025Q2: 164,692 shares; 2025Q3: 162,553 shares; 2025Q4: 162,703 shares; 2026Q1: 160,901 shares; 2026Q2: 155,008 shares; 2026Q3: 154,278 shares 154,278 $21M 0.92% -730 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; 2024Q4: 57,580 shares; 2025Q1: 50,385 shares; 2025Q2: 49,994 shares; 2025Q3: 49,339 shares; 2025Q4: 49,457 shares; 2026Q1: 49,807 shares; 2026Q2: 48,279 shares; 2026Q3: 47,847 shares 47,847 $20.6M 0.9% -432 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; 2024Q4: 131,045 shares; 2025Q1: 130,151 shares; 2025Q2: 129,165 shares; 2025Q3: 126,996 shares; 2025Q4: 127,960 shares; 2026Q1: 127,005 shares; 2026Q2: 122,719 shares; 2026Q3: 120,547 shares 120,547 $17.5M 0.77% -2,172 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,211 shares; 2025Q1: 80,092 shares; 2025Q2: 84,525 shares; 2025Q3: 83,395 shares; 2025Q4: 88,319 shares; 2026Q1: 88,978 shares; 2026Q2: 84,978 shares; 2026Q3: 83,651 shares 83,651 $17.1M 0.75% -1,327 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; 2024Q4: 43,984 shares; 2025Q1: 43,501 shares; 2025Q2: 42,700 shares; 2025Q3: 41,855 shares; 2025Q4: 42,074 shares; 2026Q1: 41,860 shares; 2026Q2: 40,572 shares; 2026Q3: 41,585 shares 41,585 $16.5M 0.72% +1,013 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,612 shares; 2025Q1: 50,759 shares; 2025Q2: 50,327 shares; 2025Q3: 60,681 shares; 2025Q4: 62,539 shares; 2026Q1: 65,122 shares; 2026Q2: 62,744 shares; 2026Q3: 62,366 shares 62,366 $16.3M 0.71% -378 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151,809 shares; 2025Q1: 157,196 shares; 2025Q2: 159,031 shares; 2025Q3: 161,097 shares; 2025Q4: 170,709 shares; 2026Q1: 175,727 shares; 2026Q2: 169,041 shares; 2026Q3: 169,812 shares 169,812 $15.7M 0.69% +771 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,639 shares; 2025Q1: 24,485 shares; 2025Q2: 24,511 shares; 2025Q3: 24,314 shares; 2025Q4: 22,116 shares; 2026Q1: 20,216 shares; 2026Q2: 19,073 shares; 2026Q3: 19,103 shares 19,103 $15.5M 0.68% +30 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,360 shares; 2025Q1: 56,522 shares; 2025Q2: 56,372 shares; 2025Q3: 55,442 shares; 2025Q4: 55,979 shares; 2026Q1: 56,794 shares; 2026Q2: 55,081 shares; 2026Q3: 53,901 shares 53,901 $14.3M 0.63% -1,180 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,601 shares; 2025Q1: 106,614 shares; 2025Q2: 80,876 shares; 2025Q3: 79,366 shares; 2025Q4: 80,354 shares; 2026Q1: 80,663 shares; 2026Q2: 77,526 shares; 2026Q3: 76,441 shares 76,441 $14.1M 0.62% -1,085 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; 2024Q4: 299,873 shares; 2025Q1: 311,312 shares; 2025Q2: 311,295 shares; 2025Q3: 312,266 shares; 2025Q4: 325,991 shares; 2026Q1: 332,955 shares; 2026Q2: 320,242 shares; 2026Q3: 325,105 shares 325,105 $13.7M 0.6% +4,863 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; 2024Q4: 28,926 shares; 2025Q1: 28,978 shares; 2025Q2: 27,491 shares; 2025Q3: 27,082 shares; 2025Q4: 27,049 shares; 2026Q1: 26,860 shares; 2026Q2: 26,274 shares; 2026Q3: 26,258 shares 26,258 $13.4M 0.59% -16 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; 2024Q4: 126,632 shares; 2025Q1: 125,179 shares; 2025Q2: 124,833 shares; 2025Q3: 122,295 shares; 2025Q4: 123,614 shares; 2026Q1: 128,234 shares; 2026Q2: 123,289 shares; 2026Q3: 120,886 shares 120,886 $13M 0.57% -2,403 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; 2024Q4: 38,709 shares; 2025Q1: 38,450 shares; 2025Q2: 38,186 shares; 2025Q3: 37,904 shares; 2025Q4: 38,139 shares; 2026Q1: 38,051 shares; 2026Q2: 36,668 shares; 2026Q3: 35,703 shares 35,703 $12.7M 0.56% -965 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121,946 shares; 2025Q1: 120,215 shares; 2025Q2: 118,931 shares; 2025Q3: 116,194 shares; 2025Q4: 116,588 shares; 2026Q1: 116,874 shares; 2026Q2: 112,394 shares; 2026Q3: 111,443 shares 111,443 $12.5M 0.55% -951 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 239,034 shares; 2025Q1: 244,454 shares; 2025Q2: 246,185 shares; 2025Q3: 255,304 shares; 2025Q4: 246,984 shares; 2026Q1: 253,719 shares; 2026Q2: 238,502 shares; 2026Q3: 237,155 shares 237,155 $12.1M 0.53% -1,347 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; 2024Q4: 229,046 shares; 2025Q1: 230,303 shares; 2025Q2: 230,785 shares; 2025Q3: 226,776 shares; 2025Q4: 235,335 shares; 2026Q1: 236,146 shares; 2026Q2: 221,564 shares; 2026Q3: 221,202 shares 221,202 $12M 0.53% -362 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; 2024Q4: 1,363 shares; 2025Q1: 1,725 shares; 2025Q2: 1,981 shares; 2025Q3: 1,684 shares; 2025Q4: 1,827 shares; 2026Q1: 2,137 shares; 2026Q2: 2,174 shares; 2026Q3: 17,056 shares 17,056 $12M 0.52% +14,882 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 344,504 shares; 2025Q1: 343,153 shares; 2025Q2: 342,310 shares; 2025Q3: 338,688 shares; 2025Q4: 338,476 shares; 2026Q1: 342,600 shares; 2026Q2: 254,182 shares; 2026Q3: 252,168 shares 252,168 $11.7M 0.51% -2,014 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,897 shares; 2025Q1: 44,494 shares; 2025Q2: 43,373 shares; 2025Q3: 43,058 shares; 2025Q4: 48,060 shares; 2026Q1: 47,745 shares; 2026Q2: 56,585 shares; 2026Q3: 60,764 shares 60,764 $11.3M 0.49% +4,179 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 240,154 shares; 2025Q1: 240,412 shares; 2025Q2: 224,855 shares; 2025Q3: 221,466 shares; 2025Q4: 219,464 shares; 2026Q1: 205,214 shares; 2026Q2: 196,550 shares; 2026Q3: 194,077 shares 194,077 $11.2M 0.49% -2,473 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; 2024Q4: 50,314 shares; 2025Q1: 52,467 shares; 2025Q2: 52,898 shares; 2025Q3: 52,543 shares; 2025Q4: 52,716 shares; 2026Q1: 53,861 shares; 2026Q2: 44,452 shares; 2026Q3: 43,864 shares 43,864 $10.9M 0.48% -588 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,980 shares; 2025Q1: 3,534 shares; 2025Q2: 3,854 shares; 2025Q3: 3,844 shares; 2025Q4: 3,844 shares; 2026Q1: 29,282 shares; 2026Q2: 28,600 shares; 2026Q3: 27,985 shares 27,985 $10.8M 0.48% -615 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; 2024Q4: 49,089 shares; 2025Q1: 49,650 shares; 2025Q2: 45,555 shares; 2025Q3: 45,442 shares; 2025Q4: 38,883 shares; 2026Q1: 32,022 shares; 2026Q2: 30,253 shares; 2026Q3: 26,098 shares 26,098 $10.4M 0.45% -4,155 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; 2024Q4: 15,114 shares; 2025Q1: 14,337 shares; 2025Q2: 14,140 shares; 2025Q3: 14,072 shares; 2025Q4: 13,740 shares; 2026Q1: 15,670 shares; 2026Q2: 14,827 shares; 2026Q3: 13,290 shares 13,290 $10.1M 0.44% -1,537 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 201,177 shares; 2025Q1: 156,595 shares; 2025Q2: 155,756 shares; 2025Q3: 152,975 shares; 2025Q4: 154,454 shares; 2026Q1: 153,963 shares; 2026Q2: 149,448 shares; 2026Q3: 148,366 shares 148,366 $9.46M 0.41% -1,082 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; 2024Q4: 126,307 shares; 2025Q1: 124,721 shares; 2025Q2: 124,548 shares; 2025Q3: 121,368 shares; 2025Q4: 127,957 shares; 2026Q1: 156,664 shares; 2026Q2: 150,829 shares; 2026Q3: 151,181 shares 151,181 $9.43M 0.41% +352 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 317,899 shares; 2025Q1: 316,852 shares; 2025Q2: 314,059 shares; 2025Q3: 306,004 shares; 2025Q4: 308,714 shares; 2026Q1: 245,549 shares; 2026Q2: 236,722 shares; 2026Q3: 238,446 shares 238,446 $9.3M 0.41% +1,724 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,880 shares; 2025Q1: 101,682 shares; 2025Q2: 101,107 shares; 2025Q3: 99,481 shares; 2025Q4: 425,029 shares; 2026Q1: 127,204 shares; 2026Q2: 124,783 shares; 2026Q3: 122,383 shares 122,383 $9.25M 0.41% -2,400 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,575 shares; 2025Q1: 26,061 shares; 2025Q2: 25,674 shares; 2025Q3: 25,486 shares; 2025Q4: 26,493 shares; 2026Q1: 27,135 shares; 2026Q2: 25,824 shares; 2026Q3: 25,724 shares 25,724 $9.24M 0.41% -100 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; 2024Q4: 9,641 shares; 2025Q1: 9,695 shares; 2025Q2: 8,986 shares; 2025Q3: 8,971 shares; 2025Q4: 11,856 shares; 2026Q1: 12,963 shares; 2026Q2: 12,626 shares; 2026Q3: 12,471 shares 12,471 $9.04M 0.4% -155 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; 2024Q4: 78,187 shares; 2025Q1: 76,631 shares; 2025Q2: 76,147 shares; 2025Q3: 74,485 shares; 2025Q4: 74,690 shares; 2026Q1: 78,228 shares; 2026Q2: 75,863 shares; 2026Q3: 74,597 shares 74,597 $8.85M 0.39% -1,266 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,977 shares; 2025Q1: 33,422 shares; 2025Q2: 40,561 shares; 2025Q3: 40,129 shares; 2025Q4: 39,668 shares; 2026Q1: 39,573 shares; 2026Q2: 38,444 shares; 2026Q3: 38,552 shares 38,552 $8.79M 0.39% +108 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,614 shares; 2025Q1: 83,685 shares; 2025Q2: 82,973 shares; 2025Q3: 102,498 shares; 2025Q4: 103,862 shares; 2026Q1: 104,296 shares; 2026Q2: 83,861 shares; 2026Q3: 81,452 shares 81,452 $8.46M 0.37% -2,409 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; 2024Q4: 188,380 shares; 2025Q1: 188,453 shares; 2025Q2: 190,087 shares; 2025Q3: 189,922 shares; 2025Q4: 191,914 shares; 2026Q1: 190,525 shares; 2026Q2: 185,390 shares; 2026Q3: 184,068 shares 184,068 $8.44M 0.37% -1,322 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,593 shares; 2025Q1: 60,036 shares; 2025Q2: 59,396 shares; 2025Q3: 44,831 shares; 2025Q4: 44,635 shares; 2026Q1: 41,060 shares; 2026Q2: 40,003 shares; 2026Q3: 39,710 shares 39,710 $8.38M 0.37% -293 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; 2024Q4: 44,110 shares; 2025Q1: 100,847 shares; 2025Q2: 100,076 shares; 2025Q3: 98,277 shares; 2025Q4: 105,640 shares; 2026Q1: 109,547 shares; 2026Q2: 104,726 shares; 2026Q3: 102,635 shares 102,635 $8.22M 0.36% -2,091 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,071 shares; 2025Q1: 11,049 shares; 2025Q2: 10,821 shares; 2025Q3: 10,725 shares; 2025Q4: 10,223 shares; 2026Q1: 10,111 shares; 2026Q2: 9,572 shares; 2026Q3: 9,549 shares 9,549 $8.15M 0.36% -23 Timeline JAAA 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,452 shares; 2025Q3: 83,632 shares; 2025Q4: 92,458 shares; 2026Q1: 112,619 shares; 2026Q2: 123,307 shares; 2026Q3: 151,641 shares 151,641 $7.65M 0.34% +28,334 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; 2024Q4: 21,712 shares; 2025Q1: 21,872 shares; 2025Q2: 14,619 shares; 2025Q3: 14,615 shares; 2025Q4: 16,192 shares; 2026Q1: 16,527 shares; 2026Q2: 16,439 shares; 2026Q3: 14,879 shares 14,879 $7.41M 0.32% -1,560 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 210,866 shares; 2025Q1: 208,983 shares; 2025Q2: 209,996 shares; 2025Q3: 206,093 shares; 2025Q4: 207,261 shares; 2026Q1: 169,108 shares; 2026Q2: 161,878 shares; 2026Q3: 158,010 shares 158,010 $7.35M 0.32% -3,868 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; 2024Q4: 9,677 shares; 2025Q1: 10,106 shares; 2025Q2: 10,021 shares; 2025Q3: 10,049 shares; 2025Q4: 10,834 shares; 2026Q1: 9,578 shares; 2026Q2: 9,146 shares; 2026Q3: 7,907 shares 7,907 $7.2M 0.32% -1,239 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; 2024Q4: 41,452 shares; 2025Q1: 56,409 shares; 2025Q2: 56,316 shares; 2025Q3: 55,723 shares; 2025Q4: 54,836 shares; 2026Q1: 54,529 shares; 2026Q2: 51,364 shares; 2026Q3: 49,417 shares 49,417 $7.18M 0.31% -1,947 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; 2024Q4: 6,295 shares; 2025Q1: 47,573 shares; 2025Q2: 47,508 shares; 2025Q3: 80,511 shares; 2025Q4: 83,502 shares; 2026Q1: 87,475 shares; 2026Q2: 84,750 shares; 2026Q3: 82,980 shares 82,980 $7.14M 0.31% -1,770 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,333 shares; 2025Q1: 5,370 shares; 2025Q2: 5,324 shares; 2025Q3: 5,277 shares; 2025Q4: 5,154 shares; 2026Q1: 3,912 shares; 2026Q2: 35,384 shares; 2026Q3: 35,588 shares 35,588 $6.94M 0.3% +204 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; 2024Q4: 22,809 shares; 2025Q1: 22,692 shares; 2025Q2: 22,559 shares; 2025Q3: 22,103 shares; 2025Q4: 26,626 shares; 2026Q1: 26,629 shares; 2026Q2: 25,476 shares; 2026Q3: 25,111 shares 25,111 $6.83M 0.3% -365 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,431 shares; 2025Q1: 75,273 shares; 2025Q2: 73,874 shares; 2025Q3: 72,896 shares; 2025Q4: 73,226 shares; 2026Q1: 72,811 shares; 2026Q2: 70,411 shares; 2026Q3: 70,725 shares 70,725 $6.66M 0.29% +314 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; 2024Q4: 11,491 shares; 2025Q1: 11,364 shares; 2025Q2: 11,088 shares; 2025Q3: 10,971 shares; 2025Q4: 10,874 shares; 2026Q1: 10,874 shares; 2026Q2: 10,292 shares; 2026Q3: 10,137 shares 10,137 $6.66M 0.29% -155 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 108,858 shares; 2025Q1: 107,732 shares; 2025Q2: 106,377 shares; 2025Q3: 104,626 shares; 2025Q4: 104,790 shares; 2026Q1: 69,176 shares; 2026Q2: 67,075 shares; 2026Q3: 65,972 shares 65,972 $6.55M 0.29% -1,103 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,671 shares; 2025Q1: 68,576 shares; 2025Q2: 68,344 shares; 2025Q3: 66,331 shares; 2025Q4: 67,589 shares; 2026Q1: 67,318 shares; 2026Q2: 60,578 shares; 2026Q3: 59,446 shares 59,446 $6.52M 0.29% -1,132 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,952 shares; 2025Q1: 53,063 shares; 2025Q2: 53,268 shares; 2025Q3: 53,384 shares; 2025Q4: 50,291 shares; 2026Q1: 50,383 shares; 2026Q2: 36,530 shares; 2026Q3: 26,194 shares 26,194 $6.49M 0.28% -10,336 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,673 shares; 2026Q2: 40,260 shares; 2026Q3: 39,625 shares 39,625 $6.4M 0.28% -635 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; 2024Q4: 52,948 shares; 2025Q1: 53,250 shares; 2025Q2: 47,953 shares; 2025Q3: 46,955 shares; 2025Q4: 45,232 shares; 2026Q1: 44,827 shares; 2026Q2: 41,995 shares; 2026Q3: 42,161 shares 42,161 $6.27M 0.27% +166 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; 2024Q4: 216,752 shares; 2025Q1: 214,745 shares; 2025Q2: 171,377 shares; 2025Q3: 147,179 shares; 2025Q4: 143,409 shares; 2026Q1: 141,554 shares; 2026Q2: 126,159 shares; 2026Q3: 125,494 shares 125,494 $6.24M 0.27% -665 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,303 shares; 2025Q1: 78,864 shares; 2025Q2: 75,993 shares; 2025Q3: 54,229 shares; 2025Q4: 51,579 shares; 2026Q1: 51,874 shares; 2026Q2: 50,053 shares; 2026Q3: 49,106 shares 49,106 $6.22M 0.27% -947 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; 2024Q4: 51,418 shares; 2025Q1: 50,130 shares; 2025Q2: 47,603 shares; 2025Q3: 47,470 shares; 2025Q4: 48,615 shares; 2026Q1: 48,488 shares; 2026Q2: 47,244 shares; 2026Q3: 46,635 shares 46,635 $6.17M 0.27% -609 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,044 shares; 2026Q2: 11,568 shares; 2026Q3: 11,434 shares 11,434 $6.15M 0.27% -134 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; 2024Q4: 35,895 shares; 2025Q1: 29,218 shares; 2025Q2: 29,274 shares; 2025Q3: 28,824 shares; 2025Q4: 29,591 shares; 2026Q1: 30,331 shares; 2026Q2: 30,103 shares; 2026Q3: 27,960 shares 27,960 $6.15M 0.27% -2,143 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,407 shares; 2025Q1: 59,164 shares; 2025Q2: 58,566 shares; 2025Q3: 57,417 shares; 2025Q4: 55,880 shares; 2026Q1: 55,851 shares; 2026Q2: 53,787 shares; 2026Q3: 52,641 shares 52,641 $5.98M 0.26% -1,146 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; 2024Q4: 16,532 shares; 2025Q1: 16,013 shares; 2025Q2: 24,109 shares; 2025Q3: 24,321 shares; 2025Q4: 24,984 shares; 2026Q1: 18,545 shares; 2026Q2: 17,688 shares; 2026Q3: 16,248 shares 16,248 $5.96M 0.26% -1,440 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,460 shares; 2025Q1: 49,613 shares; 2025Q2: 74,867 shares; 2025Q3: 72,851 shares; 2025Q4: 71,110 shares; 2026Q1: 71,270 shares; 2026Q2: 68,277 shares; 2026Q3: 67,254 shares 67,254 $5.96M 0.26% -1,023 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,838 shares; 2025Q1: 80,770 shares; 2025Q2: 80,129 shares; 2025Q3: 78,532 shares; 2025Q4: 77,326 shares; 2026Q1: 77,474 shares; 2026Q2: 76,183 shares; 2026Q3: 75,006 shares 75,006 $5.85M 0.26% -1,177 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,441 shares; 2025Q1: 71,299 shares; 2025Q2: 70,572 shares; 2025Q3: 70,237 shares; 2025Q4: 71,579 shares; 2026Q1: 72,360 shares; 2026Q2: 68,242 shares; 2026Q3: 67,294 shares 67,294 $5.81M 0.25% -948 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; 2024Q4: 48,637 shares; 2025Q1: 49,140 shares; 2025Q2: 49,015 shares; 2025Q3: 48,580 shares; 2025Q4: 39,605 shares; 2026Q1: 40,211 shares; 2026Q2: 25,815 shares; 2026Q3: 27,460 shares 27,460 $5.59M 0.25% +1,645 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,530 shares; 2025Q1: 103,500 shares; 2025Q2: 104,828 shares; 2025Q3: 112,280 shares; 2025Q4: 112,636 shares; 2026Q1: 117,243 shares; 2026Q2: 109,441 shares; 2026Q3: 110,008 shares 110,008 $5.54M 0.24% +567 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,599 shares; 2025Q1: 39,167 shares; 2025Q2: 39,072 shares; 2025Q3: 36,951 shares; 2025Q4: 36,556 shares; 2026Q1: 36,291 shares; 2026Q2: 34,608 shares; 2026Q3: 34,420 shares 34,420 $5.39M 0.24% -188 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,953 shares; 2025Q3: 15,964 shares; 2025Q4: 16,064 shares; 2026Q1: 15,953 shares; 2026Q2: 15,226 shares; 2026Q3: 15,261 shares 15,261 $5.01M 0.22% +35 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 273,958 shares; 2025Q1: 270,593 shares; 2025Q2: 264,764 shares; 2025Q3: 259,045 shares; 2025Q4: 241,426 shares; 2026Q1: 239,045 shares; 2026Q2: 231,523 shares; 2026Q3: 225,843 shares 225,843 $4.91M 0.22% -5,680 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,531 shares; 2025Q1: 8,605 shares; 2025Q2: 8,594 shares; 2025Q3: 8,646 shares; 2025Q4: 8,857 shares; 2026Q1: 9,197 shares; 2026Q2: 8,749 shares; 2026Q3: 8,880 shares 8,880 $4.9M 0.21% +131 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184,109 shares; 2025Q1: 182,165 shares; 2025Q2: 182,241 shares; 2025Q3: 176,501 shares; 2025Q4: 178,841 shares; 2026Q1: 181,055 shares; 2026Q2: 170,730 shares; 2026Q3: 167,473 shares 167,473 $4.78M 0.21% -3,257 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,430 shares; 2025Q1: 24,344 shares; 2025Q2: 24,105 shares; 2025Q3: 23,694 shares; 2025Q4: 23,366 shares; 2026Q1: 23,282 shares; 2026Q2: 22,529 shares; 2026Q3: 22,166 shares 22,166 $4.75M 0.21% -363 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,314 shares; 2025Q1: 105,454 shares; 2025Q2: 104,012 shares; 2025Q3: 101,018 shares; 2025Q4: 101,462 shares; 2026Q1: 102,655 shares; 2026Q2: 93,176 shares; 2026Q3: 92,679 shares 92,679 $4.69M 0.21% -497 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,552 shares; 2025Q1: 59,379 shares; 2025Q2: 58,599 shares; 2025Q3: 57,478 shares; 2025Q4: 58,006 shares; 2026Q1: 57,882 shares; 2026Q2: 56,100 shares; 2026Q3: 55,210 shares 55,210 $4.58M 0.2% -890 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; 2024Q4: 24,364 shares; 2025Q1: 24,819 shares; 2025Q2: 24,482 shares; 2025Q3: 24,452 shares; 2025Q4: 25,292 shares; 2026Q1: 25,380 shares; 2026Q2: 23,802 shares; 2026Q3: 24,330 shares 24,330 $4.48M 0.2% +528 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; 2024Q4: 41,831 shares; 2025Q1: 41,936 shares; 2025Q2: 41,021 shares; 2025Q3: 40,455 shares; 2025Q4: 41,916 shares; 2026Q1: 42,340 shares; 2026Q2: 41,758 shares; 2026Q3: 45,738 shares 45,738 $4.47M 0.2% +3,980 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,689 shares; 2025Q1: 70,099 shares; 2025Q2: 67,201 shares; 2025Q3: 65,218 shares; 2025Q4: 60,918 shares; 2026Q1: 59,552 shares; 2026Q2: 55,553 shares; 2026Q3: 55,647 shares 55,647 $4.32M 0.19% +94 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,237 shares; 2025Q1: 10,326 shares; 2025Q2: 10,991 shares; 2025Q3: 10,772 shares; 2025Q4: 12,466 shares; 2026Q1: 13,464 shares; 2026Q2: 12,939 shares; 2026Q3: 12,336 shares 12,336 $4.24M 0.19% -603 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,564 shares; 2025Q1: 27,564 shares; 2025Q2: 27,564 shares; 2025Q3: 27,564 shares; 2025Q4: 485,064 shares; 2026Q1: 328,604 shares; 2026Q2: 223,604 shares; 2026Q3: 122,202 shares 122,202 $4.23M 0.19% -101,402 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,699 shares; 2025Q1: 34,489 shares; 2025Q2: 34,849 shares; 2025Q3: 34,570 shares; 2025Q4: 31,027 shares; 2026Q1: 31,122 shares; 2026Q2: 29,472 shares; 2026Q3: 29,496 shares 29,496 $4.06M 0.18% +24 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; 2024Q4: 14,351 shares; 2025Q1: 14,156 shares; 2025Q2: 14,014 shares; 2025Q3: 13,831 shares; 2025Q4: 13,594 shares; 2026Q1: 13,239 shares; 2026Q2: 12,070 shares; 2026Q3: 12,933 shares 12,933 $3.93M 0.17% +863 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,633 shares; 2026Q1: 3,133 shares; 2026Q2: 19,799 shares; 2026Q3: 20,411 shares 20,411 $3.89M 0.17% +612 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,816 shares; 2025Q1: 65,459 shares; 2025Q2: 64,852 shares; 2025Q3: 62,908 shares; 2025Q4: 35,917 shares; 2026Q1: 32,998 shares; 2026Q2: 25,488 shares; 2026Q3: 25,104 shares 25,104 $3.86M 0.17% -384 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,562 shares; 2025Q1: 44,049 shares; 2025Q2: 43,893 shares; 2025Q3: 42,881 shares; 2025Q4: 43,085 shares; 2026Q1: 42,606 shares; 2026Q2: 40,622 shares; 2026Q3: 40,220 shares 40,220 $3.85M 0.17% -402 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; 2024Q4: 15,971 shares; 2025Q1: 15,609 shares; 2025Q2: 15,354 shares; 2025Q3: 14,920 shares; 2025Q4: 15,152 shares; 2026Q1: 15,089 shares; 2026Q2: 14,165 shares; 2026Q3: 14,114 shares 14,114 $3.84M 0.17% -51 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,062 shares; 2026Q3: 3,559 shares 3,559 $3.79M 0.17% +2,497 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; 2024Q4: 13,612 shares; 2025Q1: 14,029 shares; 2025Q2: 14,025 shares; 2025Q3: 13,807 shares; 2025Q4: 14,450 shares; 2026Q1: 15,260 shares; 2026Q2: 13,869 shares; 2026Q3: 13,224 shares 13,224 $3.76M 0.16% -645 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; 2024Q4: 10,000 shares; 2025Q1: 9,864 shares; 2025Q2: 9,864 shares; 2025Q3: 9,722 shares; 2025Q4: 9,147 shares; 2026Q1: 9,147 shares; 2026Q2: 36,584 shares; 2026Q3: 46,519 shares 46,519 $3.65M 0.16% +9,935 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,926 shares; 2025Q1: 3,920 shares; 2025Q2: 3,557 shares; 2025Q3: 3,565 shares; 2025Q4: 3,531 shares; 2026Q1: 3,726 shares; 2026Q2: 3,537 shares; 2026Q3: 3,592 shares 3,592 $3.63M 0.16% +55 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; 2024Q4: 1,854 shares; 2025Q1: 1,754 shares; 2025Q2: 1,869 shares; 2025Q3: 2,059 shares; 2025Q4: 4,015 shares; 2026Q1: 8,834 shares; 2026Q2: 8,952 shares; 2026Q3: 9,160 shares 9,160 $3.62M 0.16% +208 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,815 shares; 2025Q1: 3,815 shares; 2025Q2: 3,780 shares; 2025Q3: 3,864 shares; 2025Q4: 4,550 shares; 2026Q1: 16,572 shares; 2026Q2: 15,915 shares; 2026Q3: 15,672 shares 15,672 $3.62M 0.16% -243 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 510 shares; 2025Q1: 3,394 shares; 2025Q2: 3,402 shares; 2025Q3: 3,335 shares; 2025Q4: 3,491 shares; 2026Q1: 3,571 shares; 2026Q2: 3,474 shares; 2026Q3: 3,396 shares 3,396 $3.59M 0.16% -78 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; 2024Q4: 90,612 shares; 2025Q1: 87,324 shares; 2025Q2: 83,493 shares; 2025Q3: 78,373 shares; 2025Q4: 76,700 shares; 2026Q1: 54,051 shares; 2026Q2: 50,738 shares; 2026Q3: 51,319 shares 51,319 $3.59M 0.16% +581 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,579 shares; 2025Q1: 41,941 shares; 2025Q2: 41,578 shares; 2025Q3: 40,294 shares; 2025Q4: 39,523 shares; 2026Q1: 39,479 shares; 2026Q2: 37,607 shares; 2026Q3: 37,288 shares 37,288 $3.5M 0.15% -319 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,490 shares; 2025Q1: 23,158 shares; 2025Q2: 22,821 shares; 2025Q3: 22,206 shares; 2025Q4: 22,448 shares; 2026Q1: 22,355 shares; 2026Q2: 21,408 shares; 2026Q3: 21,599 shares 21,599 $3.49M 0.15% +191 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,772 shares; 2026Q2: 18,880 shares; 2026Q3: 19,291 shares 19,291 $3.45M 0.15% +411 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,276 shares; 2025Q1: 23,775 shares; 2025Q2: 23,506 shares; 2025Q3: 22,653 shares; 2025Q4: 23,645 shares; 2026Q1: 24,470 shares; 2026Q2: 22,725 shares; 2026Q3: 22,705 shares 22,705 $3.13M 0.14% -20 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,754 shares; 2025Q1: 19,950 shares; 2025Q2: 19,311 shares; 2025Q3: 4,713 shares; 2025Q4: 4,477 shares; 2026Q1: 11,266 shares; 2026Q2: 10,800 shares; 2026Q3: 11,090 shares 11,090 $2.98M 0.13% +290 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,313 shares; 2025Q1: 1,323 shares; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,286 shares; 2026Q1: 1,194 shares; 2026Q2: 16,143 shares; 2026Q3: 18,115 shares 18,115 $2.95M 0.13% +1,972 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,525 shares; 2025Q1: 8,053 shares; 2025Q2: 8,058 shares; 2025Q3: 7,923 shares; 2025Q4: 7,928 shares; 2026Q1: 7,933 shares; 2026Q2: 31,750 shares; 2026Q3: 23,394 shares 23,394 $2.93M 0.13% -8,356 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,891 shares; 2026Q3: 52,695 shares 52,695 $2.89M 0.13% -1,196 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; 2024Q4: 30,431 shares; 2025Q1: 31,527 shares; 2025Q2: 30,215 shares; 2025Q3: 28,656 shares; 2025Q4: 31,049 shares; 2026Q1: 32,579 shares; 2026Q2: 26,913 shares; 2026Q3: 26,063 shares 26,063 $2.73M 0.12% -850 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,577 shares; 2025Q1: 25,577 shares; 2025Q2: 25,577 shares; 2025Q3: 25,341 shares; 2025Q4: 24,765 shares; 2026Q1: 24,169 shares; 2026Q2: 24,069 shares; 2026Q3: 23,937 shares 23,937 $2.55M 0.11% -132 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,272 shares; 2026Q2: 5,149 shares; 2026Q3: 5,084 shares 5,084 $2.5M 0.11% -65 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,833 shares; 2026Q3: 11,845 shares 11,845 $2.5M 0.11% +12 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; 2024Q4: 10,447 shares; 2025Q1: 10,447 shares; 2025Q2: 10,447 shares; 2025Q3: 10,451 shares; 2025Q4: 9,954 shares; 2026Q1: 9,464 shares; 2026Q2: 9,020 shares; 2026Q3: 8,767 shares 8,767 $2.49M 0.11% -253 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; 2024Q4: 15,031 shares; 2025Q1: 15,327 shares; 2025Q2: 15,325 shares; 2025Q3: 15,181 shares; 2025Q4: 15,083 shares; 2026Q1: 16,668 shares; 2026Q2: 15,420 shares; 2026Q3: 14,917 shares 14,917 $2.43M 0.11% -503 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,263 shares; 2025Q3: 28,484 shares; 2025Q4: 27,478 shares; 2026Q1: 27,521 shares; 2026Q2: 25,728 shares; 2026Q3: 27,377 shares 27,377 $2.4M 0.11% +1,649 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; 2024Q4: 1,838 shares; 2025Q1: 1,838 shares; 2025Q2: 7,875 shares; 2025Q3: 7,782 shares; 2025Q4: 7,551 shares; 2026Q1: 7,473 shares; 2026Q2: 7,183 shares; 2026Q3: 7,051 shares 7,051 $2.34M 0.1% -132 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,578 shares; 2026Q1: 69,051 shares; 2026Q2: 31,002 shares; 2026Q3: 30,613 shares 30,613 $2.25M 0.1% -389 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,959 shares; 2025Q1: 16,495 shares; 2025Q2: 16,148 shares; 2025Q3: 14,501 shares; 2025Q4: 14,501 shares; 2026Q1: 14,341 shares; 2026Q2: 13,956 shares; 2026Q3: 13,936 shares 13,936 $2.24M 0.1% -20 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 663 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 707 shares; 2025Q4: 1,203 shares; 2026Q1: 1,166 shares; 2026Q2: 1,125 shares; 2026Q3: 4,555 shares 4,555 $2.16M 0.09% +3,430 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; 2024Q4: 5,201 shares; 2025Q1: 5,515 shares; 2025Q2: 5,389 shares; 2025Q3: 5,279 shares; 2025Q4: 5,284 shares; 2026Q1: 5,409 shares; 2026Q2: 5,355 shares; 2026Q3: 5,639 shares 5,639 $2.11M 0.09% +284 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,183 shares; 2026Q2: 13,705 shares; 2026Q3: 13,557 shares 13,557 $2.11M 0.09% -148 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,608 shares; 2025Q1: 20,608 shares; 2025Q2: 20,697 shares; 2025Q3: 20,692 shares; 2025Q4: 20,425 shares; 2026Q1: 25,940 shares; 2026Q2: 25,001 shares; 2026Q3: 19,832 shares 19,832 $2.06M 0.09% -5,169 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,422 shares; 2026Q2: 7,245 shares; 2026Q3: 7,197 shares 7,197 $2.05M 0.09% -48 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,423 shares; 2026Q3: 22,651 shares 22,651 $1.95M 0.09% -772 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; 2024Q4: 682 shares; 2025Q1: 824 shares; 2025Q2: 1,332 shares; 2025Q3: 1,052 shares; 2025Q4: 1,032 shares; 2026Q1: 5,267 shares; 2026Q2: 4,877 shares; 2026Q3: 4,995 shares 4,995 $1.94M 0.09% +118 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; 2024Q4: 4,471 shares; 2025Q1: 4,471 shares; 2025Q2: 4,416 shares; 2025Q3: 4,416 shares; 2025Q4: 5,784 shares; 2026Q1: 6,534 shares; 2026Q2: 6,534 shares; 2026Q3: 6,240 shares 6,240 $1.93M 0.08% -294 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,341 shares; 2025Q1: 36,505 shares; 2025Q2: 36,302 shares; 2025Q3: 20,453 shares; 2025Q4: 30,664 shares; 2026Q1: 30,393 shares; 2026Q2: 30,113 shares; 2026Q3: 29,645 shares 29,645 $1.92M 0.08% -468 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,094 shares; 2026Q2: 8,555 shares; 2026Q3: 8,383 shares 8,383 $1.87M 0.08% -172 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; 2024Q4: 2,662 shares; 2025Q1: 2,662 shares; 2025Q2: 2,442 shares; 2025Q3: 2,480 shares; 2025Q4: 4,446 shares; 2026Q1: 8,756 shares; 2026Q2: 9,136 shares; 2026Q3: 9,524 shares 9,524 $1.86M 0.08% +388 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; 2024Q4: 4,929 shares; 2025Q1: 5,271 shares; 2025Q2: 5,271 shares; 2025Q3: 4,978 shares; 2025Q4: 19,268 shares; 2026Q1: 19,298 shares; 2026Q2: 17,646 shares; 2026Q3: 16,836 shares 16,836 $1.83M 0.08% -810 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; 2024Q4: 27,611 shares; 2025Q1: 27,611 shares; 2025Q2: 27,611 shares; 2025Q3: 27,611 shares; 2025Q4: 33,174 shares; 2026Q1: 33,319 shares; 2026Q2: 33,156 shares; 2026Q3: 33,160 shares 33,160 $1.82M 0.08% +4 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,375 shares; 2025Q1: 29,270 shares; 2025Q2: 20,653 shares; 2025Q3: 20,131 shares; 2025Q4: 19,264 shares; 2026Q1: 19,090 shares; 2026Q2: 18,269 shares; 2026Q3: 6,536 shares 6,536 $1.82M 0.08% -11,733 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,661 shares; 2025Q1: 7,934 shares; 2025Q2: 8,224 shares; 2025Q3: 7,814 shares; 2025Q4: 17,189 shares; 2026Q1: 11,022 shares; 2026Q2: 9,860 shares; 2026Q3: 9,593 shares 9,593 $1.76M 0.08% -267 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,788 shares; 2026Q3: 11,253 shares 11,253 $1.74M 0.08% -535 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129,896 shares; 2025Q1: 131,474 shares; 2025Q2: 11,184 shares; 2025Q3: 9,381 shares; 2025Q4: 7,265 shares; 2026Q1: 7,235 shares; 2026Q2: 30,216 shares; 2026Q3: 28,544 shares 28,544 $1.72M 0.08% -1,672 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 952 shares; 2026Q3: 6,052 shares 6,052 $1.7M 0.07% +5,100 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; 2024Q4: 1,612 shares; 2025Q1: 1,742 shares; 2025Q2: 1,742 shares; 2025Q3: 1,739 shares; 2025Q4: 1,674 shares; 2026Q1: 1,664 shares; 2026Q2: 1,605 shares; 2026Q3: 6,397 shares 6,397 $1.69M 0.07% +4,792 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,699 shares; 2025Q1: 2,844 shares; 2025Q2: 2,998 shares; 2025Q3: 2,995 shares; 2025Q4: 3,292 shares; 2026Q1: 3,384 shares; 2026Q2: 3,386 shares; 2026Q3: 3,207 shares 3,207 $1.66M 0.07% -179 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,645 shares; 2026Q2: 3,946 shares; 2026Q3: 3,678 shares 3,678 $1.64M 0.07% -268 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,007 shares; 2026Q1: 55,829 shares; 2026Q2: 52,884 shares; 2026Q3: 53,473 shares 53,473 $1.61M 0.07% +589 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; 2024Q4: 42,473 shares; 2025Q1: 64,645 shares; 2025Q2: 110,222 shares; 2025Q3: 121,944 shares; 2025Q4: 81,769 shares; 2026Q1: 29,930 shares; 2026Q2: 42,043 shares; 2026Q3: 31,625 shares 31,625 $1.6M 0.07% -10,418 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,619 shares 19,619 $1.59M 0.07% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,111 shares; 2025Q1: 4,192 shares; 2025Q2: 4,381 shares; 2025Q3: 4,337 shares; 2025Q4: 3,938 shares; 2026Q1: 6,513 shares; 2026Q2: 7,224 shares; 2026Q3: 7,107 shares 7,107 $1.58M 0.07% -117 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,839 shares 6,839 $1.57M 0.07% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,063 shares; 2026Q3: 30,611 shares 30,611 $1.41M 0.06% +548 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 20,430 shares; 2025Q2: 8,741 shares; 2025Q3: 10,481 shares; 2025Q4: 15,047 shares; 2026Q1: 34,244 shares; 2026Q2: 34,659 shares; 2026Q3: 13,771 shares 13,771 $1.39M 0.06% -20,888 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,451 shares; 2026Q3: 12,814 shares 12,814 $1.36M 0.06% -637 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,565 shares; 2025Q1: 10,523 shares; 2025Q2: 9,593 shares; 2025Q3: 9,593 shares; 2025Q4: 32,483 shares; 2026Q1: 31,815 shares; 2026Q2: 30,680 shares; 2026Q3: 29,180 shares 29,180 $1.36M 0.06% -1,500 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,063 shares 4,063 $1.34M 0.06% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,401 shares; 2025Q1: 15,504 shares; 2025Q2: 15,675 shares; 2025Q3: 16,406 shares; 2025Q4: 16,639 shares; 2026Q1: 16,755 shares; 2026Q2: 16,944 shares; 2026Q3: 17,134 shares 17,134 $1.33M 0.06% +190 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,700 shares; 2025Q1: 23,188 shares; 2025Q2: 21,762 shares; 2025Q3: 21,407 shares; 2025Q4: 21,290 shares; 2026Q1: 20,634 shares; 2026Q2: 19,477 shares; 2026Q3: 17,742 shares 17,742 $1.32M 0.06% -1,735 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,419 shares; 2026Q1: 5,702 shares; 2026Q2: 4,975 shares; 2026Q3: 6,284 shares 6,284 $1.3M 0.06% +1,309 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,687 shares; 2026Q2: 20,023 shares; 2026Q3: 19,280 shares 19,280 $1.3M 0.06% -743 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; 2024Q4: 46,218 shares; 2025Q1: 48,520 shares; 2025Q2: 47,986 shares; 2025Q3: 47,489 shares; 2025Q4: 20,669 shares; 2026Q1: 20,398 shares; 2026Q2: 17,610 shares; 2026Q3: 16,499 shares 16,499 $1.25M 0.05% -1,111 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; 2024Q4: 1,799 shares; 2025Q1: not reported; 2025Q2: 2,048 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares; 2026Q1: 2,023 shares; 2026Q2: 2,192 shares; 2026Q3: 1,992 shares 1,992 $1.22M 0.05% -200 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,863 shares; 2025Q1: 9,788 shares; 2025Q2: 9,751 shares; 2025Q3: 9,757 shares; 2025Q4: 19,265 shares; 2026Q1: 19,610 shares; 2026Q2: 19,614 shares; 2026Q3: 19,024 shares 19,024 $1.17M 0.05% -590 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,977 shares; 2025Q1: 67,706 shares; 2025Q2: 68,138 shares; 2025Q3: 54,193 shares; 2025Q4: 56,037 shares; 2026Q1: 58,681 shares; 2026Q2: 58,230 shares; 2026Q3: 8,214 shares 8,214 $1.17M 0.05% -50,016 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; 2024Q4: 2,078 shares; 2025Q1: 2,084 shares; 2025Q2: 2,084 shares; 2025Q3: 1,982 shares; 2025Q4: 2,458 shares; 2026Q1: 2,442 shares; 2026Q2: 2,567 shares; 2026Q3: 2,529 shares 2,529 $1.15M 0.05% -38 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,132 shares; 2025Q1: 10,320 shares; 2025Q2: 10,245 shares; 2025Q3: 9,689 shares; 2025Q4: 9,434 shares; 2026Q1: 10,192 shares; 2026Q2: 10,783 shares; 2026Q3: 10,764 shares 10,764 $1.15M 0.05% -19 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,800 shares; 2026Q1: 15,254 shares; 2026Q2: 14,449 shares; 2026Q3: 14,615 shares 14,615 $1.15M 0.05% +166 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,838 shares; 2025Q1: 6,830 shares; 2025Q2: 7,325 shares; 2025Q3: 7,220 shares; 2025Q4: 7,220 shares; 2026Q1: 7,950 shares; 2026Q2: 8,152 shares; 2026Q3: 8,186 shares 8,186 $1.12M 0.05% +34 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,802 shares; 2026Q1: 9,967 shares; 2026Q2: 9,598 shares; 2026Q3: 9,002 shares 9,002 $1.1M 0.05% -596 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,282 shares 14,282 $1.1M 0.05% new 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; 2024Q4: 1,659 shares; 2025Q1: 1,662 shares; 2025Q2: 1,601 shares; 2025Q3: 1,601 shares; 2025Q4: 1,568 shares; 2026Q1: 1,564 shares; 2026Q2: 10,045 shares; 2026Q3: 8,590 shares 8,590 $1.08M 0.05% -1,455 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,456 shares 19,456 $1.05M 0.05% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,817 shares; 2026Q1: 7,223 shares; 2026Q2: 6,943 shares; 2026Q3: 6,942 shares 6,942 $1.03M 0.05% -1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,737 shares; 2026Q2: 6,742 shares; 2026Q3: 6,306 shares 6,306 $987K 0.04% -436 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,995 shares; 2025Q1: 12,995 shares; 2025Q2: 12,995 shares; 2025Q3: 12,995 shares; 2025Q4: 15,151 shares; 2026Q1: 15,151 shares; 2026Q2: 14,944 shares; 2026Q3: 14,944 shares 14,944 $961K 0.04% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,151 shares; 2025Q1: 80,262 shares; 2025Q2: 75,525 shares; 2025Q3: 72,710 shares; 2025Q4: 26,758 shares; 2026Q1: 21,669 shares; 2026Q2: 20,846 shares; 2026Q3: 19,071 shares 19,071 $929K 0.04% -1,775 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; 2024Q4: 7,656 shares; 2025Q1: 7,656 shares; 2025Q2: 7,806 shares; 2025Q3: 7,538 shares; 2025Q4: 7,170 shares; 2026Q1: 5,771 shares; 2026Q2: 6,002 shares; 2026Q3: 5,961 shares 5,961 $925K 0.04% -41 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; 2024Q4: 9,307 shares; 2025Q1: 10,135 shares; 2025Q2: 10,074 shares; 2025Q3: 9,811 shares; 2025Q4: 9,622 shares; 2026Q1: 9,422 shares; 2026Q2: 7,496 shares; 2026Q3: 7,143 shares 7,143 $921K 0.04% -353 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,145 shares; 2025Q1: 6,145 shares; 2025Q2: 6,670 shares; 2025Q3: 6,470 shares; 2025Q4: 6,470 shares; 2026Q1: 8,677 shares; 2026Q2: 8,577 shares; 2026Q3: 8,577 shares 8,577 $913K 0.04% 0 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; 2024Q4: 6,687 shares; 2025Q1: 6,270 shares; 2025Q2: 6,270 shares; 2025Q3: 6,270 shares; 2025Q4: 6,270 shares; 2026Q1: 6,270 shares; 2026Q2: 6,270 shares; 2026Q3: 6,270 shares 6,270 $909K 0.04% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,076 shares; 2025Q4: 17,380 shares; 2026Q1: 17,592 shares; 2026Q2: 16,637 shares; 2026Q3: 15,424 shares 15,424 $904K 0.04% -1,213 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,524 shares; 2025Q4: 17,306 shares; 2026Q1: 16,235 shares; 2026Q2: 16,145 shares; 2026Q3: 12,980 shares 12,980 $903K 0.04% -3,165 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,856 shares; 2025Q1: 4,816 shares; 2025Q2: 4,816 shares; 2025Q3: 4,816 shares; 2025Q4: 5,126 shares; 2026Q1: 5,066 shares; 2026Q2: 4,988 shares; 2026Q3: 5,140 shares 5,140 $902K 0.04% +152 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,350 shares; 2025Q1: 4,375 shares; 2025Q2: 4,455 shares; 2025Q3: 4,375 shares; 2025Q4: 5,578 shares; 2026Q1: 5,458 shares; 2026Q2: 5,450 shares; 2026Q3: 5,450 shares 5,450 $895K 0.04% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,539 shares; 2025Q1: 27,184 shares; 2025Q2: 26,923 shares; 2025Q3: 26,223 shares; 2025Q4: 26,271 shares; 2026Q1: 26,210 shares; 2026Q2: 5,674 shares; 2026Q3: 5,213 shares 5,213 $886K 0.04% -461 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,028 shares; 2026Q2: 1,926 shares; 2026Q3: 1,949 shares 1,949 $885K 0.04% +23 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,764 shares; 2025Q2: 2,069 shares; 2025Q3: 1,920 shares; 2025Q4: 4,925 shares; 2026Q1: 4,917 shares; 2026Q2: 4,731 shares; 2026Q3: 4,644 shares 4,644 $873K 0.04% -87 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,774 shares; 2025Q1: 15,774 shares; 2025Q2: 15,774 shares; 2025Q3: 15,754 shares; 2025Q4: 15,724 shares; 2026Q1: 15,724 shares; 2026Q2: 15,724 shares; 2026Q3: 15,724 shares 15,724 $864K 0.04% 0 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; 2024Q4: 4,430 shares; 2025Q1: 4,430 shares; 2025Q2: 4,436 shares; 2025Q3: 4,482 shares; 2025Q4: 4,464 shares; 2026Q1: 4,086 shares; 2026Q2: 3,605 shares; 2026Q3: 3,605 shares 3,605 $833K 0.04% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,163 shares; 2026Q2: 10,241 shares; 2026Q3: 10,226 shares 10,226 $809K 0.04% -15 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,425 shares; 2026Q1: 6,425 shares; 2026Q2: 6,425 shares; 2026Q3: 6,425 shares 6,425 $808K 0.04% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,435 shares; 2026Q1: 3,435 shares; 2026Q2: 3,435 shares; 2026Q3: 3,435 shares 3,435 $803K 0.04% 0 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; 2024Q4: 14,362 shares; 2025Q1: 14,813 shares; 2025Q2: 15,073 shares; 2025Q3: 13,607 shares; 2025Q4: 20,488 shares; 2026Q1: 13,607 shares; 2026Q2: 13,676 shares; 2026Q3: 13,362 shares 13,362 $793K 0.03% -314 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,693 shares; 2025Q1: 6,693 shares; 2025Q2: 6,693 shares; 2025Q3: 6,693 shares; 2025Q4: 6,693 shares; 2026Q1: 6,693 shares; 2026Q2: 6,693 shares; 2026Q3: 6,693 shares 6,693 $779K 0.03% 0 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; 2024Q4: 4,061 shares; 2025Q1: 4,332 shares; 2025Q2: 4,332 shares; 2025Q3: 4,362 shares; 2025Q4: 4,099 shares; 2026Q1: 3,507 shares; 2026Q2: 2,980 shares; 2026Q3: 2,981 shares 2,981 $769K 0.03% +1 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,870 shares; 2025Q1: 2,897 shares; 2025Q2: 2,818 shares; 2025Q3: 2,840 shares; 2025Q4: 2,722 shares; 2026Q1: 4,282 shares; 2026Q2: 4,540 shares; 2026Q3: 4,503 shares 4,503 $752K 0.03% -37 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,534 shares; 2025Q1: 11,605 shares; 2025Q2: 12,717 shares; 2025Q3: 6,118 shares; 2025Q4: 6,077 shares; 2026Q1: 12,322 shares; 2026Q2: 11,342 shares; 2026Q3: 7,721 shares 7,721 $748K 0.03% -3,621 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares; 2026Q3: 1,650 shares 1,650 $746K 0.03% 0 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; 2024Q4: 2,114 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 1,964 shares; 2025Q4: 2,567 shares; 2026Q1: 2,433 shares; 2026Q2: 2,527 shares; 2026Q3: 2,516 shares 2,516 $735K 0.03% -11 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares; 2026Q3: 3,300 shares 3,300 $732K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 502 shares; 2026Q1: 724 shares; 2026Q2: 819 shares; 2026Q3: 808 shares 808 $727K 0.03% -11 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; 2024Q4: 3,852 shares; 2025Q1: 3,852 shares; 2025Q2: 3,898 shares; 2025Q3: 2,786 shares; 2025Q4: 1,876 shares; 2026Q1: 1,585 shares; 2026Q2: 717 shares; 2026Q3: 968 shares 968 $716K 0.03% +251 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; 2024Q4: 15,462 shares; 2025Q1: 15,490 shares; 2025Q2: 15,268 shares; 2025Q3: 15,287 shares; 2025Q4: 14,643 shares; 2026Q1: 18,248 shares; 2026Q2: 18,135 shares; 2026Q3: 13,292 shares 13,292 $710K 0.03% -4,843 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,072 shares; 2025Q1: 12,265 shares; 2025Q2: 9,510 shares; 2025Q3: 9,458 shares; 2025Q4: 6,560 shares; 2026Q1: 6,003 shares; 2026Q2: 5,656 shares; 2026Q3: 1,931 shares 1,931 $685K 0.03% -3,725 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; 2024Q4: 2,546 shares; 2025Q1: 2,546 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 3,421 shares; 2026Q1: 3,321 shares; 2026Q2: 3,321 shares; 2026Q3: 3,321 shares 3,321 $677K 0.03% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,353 shares; 2025Q1: 7,062 shares; 2025Q2: 6,900 shares; 2025Q3: 7,551 shares; 2025Q4: 9,359 shares; 2026Q1: 9,653 shares; 2026Q2: 8,277 shares; 2026Q3: 6,739 shares 6,739 $666K 0.03% -1,538 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; 2024Q4: 1,817 shares; 2025Q1: 1,961 shares; 2025Q2: 1,735 shares; 2025Q3: 1,635 shares; 2025Q4: 1,635 shares; 2026Q1: 1,666 shares; 2026Q2: 1,950 shares; 2026Q3: 2,070 shares 2,070 $654K 0.03% +120 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; 2024Q4: 819 shares; 2025Q1: 1,187 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,173 shares; 2026Q1: 1,173 shares; 2026Q2: 962 shares; 2026Q3: 962 shares 962 $649K 0.03% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares; 2026Q3: 675 shares 675 $645K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,890 shares 15,890 $642K 0.03% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,159 shares; 2025Q1: 1,159 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,884 shares; 2026Q1: 3,681 shares; 2026Q2: 3,631 shares; 2026Q3: 3,489 shares 3,489 $625K 0.03% -142 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,582 shares; 2025Q1: 18,591 shares; 2025Q2: 18,603 shares; 2025Q3: 18,615 shares; 2025Q4: 17,902 shares; 2026Q1: 16,408 shares; 2026Q2: 11,880 shares; 2026Q3: 4,780 shares 4,780 $612K 0.03% -7,100 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares; 2026Q3: 3,600 shares 3,600 $610K 0.03% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,237 shares; 2025Q1: 6,659 shares; 2025Q2: not reported; 2025Q3: 6,659 shares; 2025Q4: 7,074 shares; 2026Q1: 7,074 shares; 2026Q2: 7,074 shares; 2026Q3: 13,780 shares 13,780 $606K 0.03% +6,706 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,369 shares; 2026Q1: 1,309 shares; 2026Q2: 1,239 shares; 2026Q3: 2,113 shares 2,113 $587K 0.03% +874 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,503 shares; 2025Q1: 66,276 shares; 2025Q2: 54,891 shares; 2025Q3: 53,397 shares; 2025Q4: 52,287 shares; 2026Q1: 52,019 shares; 2026Q2: 6,500 shares; 2026Q3: 5,605 shares 5,605 $583K 0.03% -895 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; 2024Q4: 1,628 shares; 2025Q1: 1,601 shares; 2025Q2: 1,601 shares; 2025Q3: 1,616 shares; 2025Q4: 1,601 shares; 2026Q1: 1,601 shares; 2026Q2: 1,601 shares; 2026Q3: 1,601 shares 1,601 $582K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,340 shares; 2025Q1: 1,707 shares; 2025Q2: 1,707 shares; 2025Q3: 1,738 shares; 2025Q4: 1,933 shares; 2026Q1: 2,351 shares; 2026Q2: 2,122 shares; 2026Q3: 1,787 shares 1,787 $581K 0.03% -335 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,213 shares; 2025Q1: 3,063 shares; 2025Q2: 3,001 shares; 2025Q3: 2,913 shares; 2025Q4: 3,268 shares; 2026Q1: 3,248 shares; 2026Q2: 3,158 shares; 2026Q3: 3,073 shares 3,073 $572K 0.03% -85 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,180 shares; 2025Q1: 4,619 shares; 2025Q2: 5,337 shares; 2025Q3: not reported; 2025Q4: 3,987 shares; 2026Q1: 11,556 shares; 2026Q2: 10,313 shares; 2026Q3: 6,870 shares 6,870 $558K 0.02% -3,443 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,351 shares; 2025Q1: 7,717 shares; 2025Q2: 7,821 shares; 2025Q3: 7,519 shares; 2025Q4: 7,524 shares; 2026Q1: 6,249 shares; 2026Q2: 6,310 shares; 2026Q3: 6,140 shares 6,140 $548K 0.02% -170 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,022 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $534K 0.02% 0 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; 2024Q4: 10,850 shares; 2025Q1: 5,266 shares; 2025Q2: 4,867 shares; 2025Q3: 4,670 shares; 2025Q4: 6,294 shares; 2026Q1: 8,209 shares; 2026Q2: 6,575 shares; 2026Q3: 6,226 shares 6,226 $534K 0.02% -349 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,900 shares; 2025Q1: 2,883 shares; 2025Q2: 3,447 shares; 2025Q3: 1,119 shares; 2025Q4: 1,562 shares; 2026Q1: 3,049 shares; 2026Q2: 3,454 shares; 2026Q3: 2,335 shares 2,335 $533K 0.02% -1,119 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,050 shares; 2025Q1: 6,050 shares; 2025Q2: 6,050 shares; 2025Q3: 6,050 shares; 2025Q4: 7,486 shares; 2026Q1: 7,386 shares; 2026Q2: 7,386 shares; 2026Q3: 7,386 shares 7,386 $521K 0.02% 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; 2024Q4: 3,666 shares; 2025Q1: 3,757 shares; 2025Q2: 3,476 shares; 2025Q3: 3,481 shares; 2025Q4: 3,262 shares; 2026Q1: 3,078 shares; 2026Q2: 2,798 shares; 2026Q3: 3,062 shares 3,062 $516K 0.02% +264 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 423 shares; 2026Q2: 290 shares; 2026Q3: 269 shares 269 $487K 0.02% -21 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares; 2025Q2: 2,270 shares; 2025Q3: 2,293 shares; 2025Q4: 2,270 shares; 2026Q1: 2,139 shares; 2026Q2: 2,139 shares; 2026Q3: 1,897 shares 1,897 $484K 0.02% -242 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,315 shares; 2025Q1: 2,527 shares; 2025Q2: 2,519 shares; 2025Q3: 2,522 shares; 2025Q4: 2,415 shares; 2026Q1: 2,432 shares; 2026Q2: 1,868 shares; 2026Q3: 1,755 shares 1,755 $482K 0.02% -113 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,876 shares; 2026Q1: 3,876 shares; 2026Q2: 3,526 shares; 2026Q3: 3,406 shares 3,406 $467K 0.02% -120 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,337 shares; 2025Q1: 36,153 shares; 2025Q2: 35,537 shares; 2025Q3: 35,312 shares; 2025Q4: 35,048 shares; 2026Q1: 12,655 shares; 2026Q2: 12,691 shares; 2026Q3: 10,663 shares 10,663 $465K 0.02% -2,028 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; 2024Q4: 2,655 shares; 2025Q1: 3,007 shares; 2025Q2: 5,025 shares; 2025Q3: 3,893 shares; 2025Q4: 3,164 shares; 2026Q1: 2,664 shares; 2026Q2: 2,344 shares; 2026Q3: 2,376 shares 2,376 $465K 0.02% +32 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,834 shares; 2025Q1: 1,834 shares; 2025Q2: 1,892 shares; 2025Q3: 1,827 shares; 2025Q4: 1,816 shares; 2026Q1: 1,777 shares; 2026Q2: 1,365 shares; 2026Q3: 1,301 shares 1,301 $448K 0.02% -64 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; 2024Q4: 8,788 shares; 2025Q1: 8,594 shares; 2025Q2: 967 shares; 2025Q3: 932 shares; 2025Q4: 860 shares; 2026Q1: 860 shares; 2026Q2: 862 shares; 2026Q3: 818 shares 818 $447K 0.02% -44 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 853 shares; 2026Q2: 807 shares; 2026Q3: 780 shares 780 $444K 0.02% -27 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,850 shares; 2026Q3: 3,636 shares 3,636 $437K 0.02% -214 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; 2024Q4: 1,915 shares; 2025Q1: 1,893 shares; 2025Q2: 1,899 shares; 2025Q3: 1,866 shares; 2025Q4: 1,870 shares; 2026Q1: 947 shares; 2026Q2: 871 shares; 2026Q3: 831 shares 831 $434K 0.02% -40 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,050 shares; 2025Q1: 5,579 shares; 2025Q2: 11,173 shares; 2025Q3: 11,250 shares; 2025Q4: 10,946 shares; 2026Q1: 11,021 shares; 2026Q2: 9,184 shares; 2026Q3: 8,595 shares 8,595 $426K 0.02% -589 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,669 shares; 2025Q1: 2,669 shares; 2025Q2: 2,508 shares; 2025Q3: 2,408 shares; 2025Q4: 2,408 shares; 2026Q1: 2,408 shares; 2026Q2: 2,408 shares; 2026Q3: 2,408 shares 2,408 $422K 0.02% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,370 shares; 2025Q1: 8,953 shares; 2025Q2: 8,953 shares; 2025Q3: 8,953 shares; 2025Q4: 8,953 shares; 2026Q1: 8,953 shares; 2026Q2: 8,953 shares; 2026Q3: 8,953 shares 8,953 $410K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,162 shares; 2026Q2: 1,162 shares; 2026Q3: 1,162 shares 1,162 $409K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,015 shares; 2025Q1: 1,213 shares; 2025Q2: 1,210 shares; 2025Q3: 1,240 shares; 2025Q4: 1,415 shares; 2026Q1: 1,891 shares; 2026Q2: 1,454 shares; 2026Q3: 1,407 shares 1,407 $387K 0.02% -47 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,386 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares; 2026Q1: 1,386 shares; 2026Q2: 1,371 shares; 2026Q3: 1,396 shares 1,396 $386K 0.02% +25 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,277 shares; 2025Q1: 2,017 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares; 2026Q1: 2,790 shares; 2026Q2: 2,790 shares; 2026Q3: 2,790 shares 2,790 $384K 0.02% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,475 shares; 2026Q1: 15,475 shares; 2026Q2: 15,475 shares; 2026Q3: 15,475 shares 15,475 $381K 0.02% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,954 shares; 2026Q3: 5,954 shares 5,954 $380K 0.02% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 867 shares; 2025Q4: 1,043 shares; 2026Q1: 1,028 shares; 2026Q2: 1,237 shares; 2026Q3: 1,217 shares 1,217 $380K 0.02% -20 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; 2024Q4: 4,672 shares; 2025Q1: 4,640 shares; 2025Q2: 4,639 shares; 2025Q3: 4,639 shares; 2025Q4: 4,276 shares; 2026Q1: 4,276 shares; 2026Q2: 4,276 shares; 2026Q3: 4,223 shares 4,223 $379K 0.02% -53 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 793 shares; 2026Q2: not reported; 2026Q3: 953 shares 953 $363K 0.02% new 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; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 4,343 shares; 2025Q3: 4,343 shares; 2025Q4: 4,343 shares; 2026Q1: 4,343 shares; 2026Q2: 4,343 shares; 2026Q3: 4,343 shares 4,343 $357K 0.02% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,859 shares; 2026Q2: 2,070 shares; 2026Q3: 2,070 shares 2,070 $350K 0.02% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,591 shares; 2026Q3: 8,159 shares 8,159 $338K 0.01% -3,432 Timeline VGNT VERSIGENT PLC More: the full row for VERSIGENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,222 shares; 2026Q3: 7,421 shares 7,421 $334K 0.01% -1,801 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; 2024Q4: 2,596 shares; 2025Q1: 2,623 shares; 2025Q2: 2,643 shares; 2025Q3: 2,506 shares; 2025Q4: 2,673 shares; 2026Q1: 2,743 shares; 2026Q2: 2,516 shares; 2026Q3: 2,001 shares 2,001 $328K 0.01% -515 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,587 shares; 2025Q1: 12,587 shares; 2025Q2: 12,587 shares; 2025Q3: 12,392 shares; 2025Q4: 12,262 shares; 2026Q1: 17,262 shares; 2026Q2: 13,957 shares; 2026Q3: 10,462 shares 10,462 $327K 0.01% -3,495 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,971 shares; 2025Q1: 2,808 shares; 2025Q2: 2,808 shares; 2025Q3: 2,808 shares; 2025Q4: 1,898 shares; 2026Q1: 1,898 shares; 2026Q2: 1,898 shares; 2026Q3: 1,924 shares 1,924 $320K 0.01% +26 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares; 2026Q2: 3,700 shares; 2026Q3: 3,700 shares 3,700 $319K 0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,498 shares; 2026Q3: 2,903 shares 2,903 $318K 0.01% -595 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; 2024Q4: 832 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 710 shares; 2025Q4: 625 shares; 2026Q1: 911 shares; 2026Q2: 3,515 shares; 2026Q3: 3,515 shares 3,515 $317K 0.01% 0 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,098 shares 5,098 $317K 0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,481 shares; 2026Q1: 2,481 shares; 2026Q2: 2,438 shares; 2026Q3: 2,438 shares 2,438 $316K 0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,184 shares; 2025Q1: 2,115 shares; 2025Q2: 2,036 shares; 2025Q3: 1,811 shares; 2025Q4: 1,613 shares; 2026Q1: 1,684 shares; 2026Q2: 1,685 shares; 2026Q3: 1,638 shares 1,638 $312K 0.01% -47 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; 2024Q4: 2,452 shares; 2025Q1: 2,449 shares; 2025Q2: 2,142 shares; 2025Q3: 1,946 shares; 2025Q4: 3,453 shares; 2026Q1: 3,487 shares; 2026Q2: 3,049 shares; 2026Q3: 2,822 shares 2,822 $307K 0.01% -227 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,536 shares 3,536 $302K 0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,332 shares; 2025Q1: 3,352 shares; 2025Q2: 4,385 shares; 2025Q3: 4,382 shares; 2025Q4: 2,970 shares; 2026Q1: 3,270 shares; 2026Q2: 2,535 shares; 2026Q3: 2,405 shares 2,405 $301K 0.01% -130 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,098 shares; 2026Q1: 2,459 shares; 2026Q2: 2,290 shares; 2026Q3: 2,126 shares 2,126 $294K 0.01% -164 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,372 shares; 2025Q3: 5,072 shares; 2025Q4: 5,072 shares; 2026Q1: 5,072 shares; 2026Q2: 5,072 shares; 2026Q3: 5,072 shares 5,072 $293K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,132 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,132 shares 6,132 $290K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares; 2026Q2: 1,006 shares; 2026Q3: 1,006 shares 1,006 $289K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,240 shares; 2025Q1: not reported; 2025Q2: 6,628 shares; 2025Q3: 6,745 shares; 2025Q4: 6,745 shares; 2026Q1: 6,745 shares; 2026Q2: 6,745 shares; 2026Q3: 6,745 shares 6,745 $287K 0.01% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,242 shares; 2026Q3: 742 shares 742 $284K 0.01% -500 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,290 shares; 2026Q2: 3,290 shares; 2026Q3: 3,290 shares 3,290 $280K 0.01% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,672 shares; 2025Q1: 2,451 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 2,451 shares; 2026Q1: 1,949 shares; 2026Q2: 1,799 shares; 2026Q3: 1,352 shares 1,352 $276K 0.01% -447 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,503 shares; 2025Q1: 3,503 shares; 2025Q2: 3,503 shares; 2025Q3: 3,444 shares; 2025Q4: 3,444 shares; 2026Q1: 3,255 shares; 2026Q2: 3,255 shares; 2026Q3: 2,459 shares 2,459 $275K 0.01% -796 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 450 shares; 2026Q3: 508 shares 508 $260K 0.01% +58 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; 2024Q4: not reported; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,022 shares; 2025Q4: 1,817 shares; 2026Q1: 5,153 shares; 2026Q2: 4,874 shares; 2026Q3: 1,095 shares 1,095 $259K 0.01% -3,779 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,228 shares; 2026Q1: 2,244 shares; 2026Q2: 1,448 shares; 2026Q3: 1,384 shares 1,384 $259K 0.01% -64 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,046 shares; 2026Q2: 1,005 shares; 2026Q3: 1,005 shares 1,005 $259K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 296 shares; 2026Q3: 276 shares 276 $255K 0.01% -20 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,546 shares; 2025Q4: 1,546 shares; 2026Q1: 1,546 shares; 2026Q2: 1,546 shares; 2026Q3: 1,546 shares 1,546 $245K 0.01% 0 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,275 shares 1,275 $245K 0.01% new 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; 2024Q4: not reported; 2025Q1: 1,079 shares; 2025Q2: 1,057 shares; 2025Q3: 1,081 shares; 2025Q4: 1,476 shares; 2026Q1: 2,169 shares; 2026Q2: 1,145 shares; 2026Q3: 1,098 shares 1,098 $243K 0.01% -47 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,440 shares 1,440 $233K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 228 shares; 2026Q3: 245 shares 245 $233K 0.01% +17 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 870 shares; 2026Q2: 870 shares; 2026Q3: 867 shares 867 $220K 0.01% -3 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,530 shares; 2026Q3: 10,530 shares 10,530 $220K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,800 shares; 2026Q2: 6,000 shares; 2026Q3: 6,818 shares 6,818 $218K 0.01% +818 Timeline MINV MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,884 shares; 2026Q3: 4,486 shares 4,486 $217K 0.01% -398 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,696 shares; 2026Q3: 1,696 shares 1,696 $213K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 555 shares; 2026Q3: 546 shares 546 $209K 0.01% -9 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,852 shares; 2026Q2: 2,692 shares; 2026Q3: 1,873 shares 1,873 $208K 0.01% -819 Timeline RFG 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,514 shares; 2026Q3: 3,514 shares 3,514 $208K 0.01% 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; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,093 shares; 2025Q3: 1,039 shares; 2025Q4: 875 shares; 2026Q1: 824 shares; 2026Q2: 747 shares; 2026Q3: 491 shares 491 $207K 0.01% -256 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; 2024Q4: 6,412 shares; 2025Q1: 5,013 shares; 2025Q2: 4,994 shares; 2025Q3: 1,084 shares; 2025Q4: 1,023 shares; 2026Q1: 520 shares; 2026Q2: 601 shares; 2026Q3: 501 shares 501 $204K 0.01% -100 Timeline JSMD 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,263 shares; 2026Q3: 2,263 shares 2,263 $202K 0.01% 0 Timeline