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: 85,192 shares; 2025Q1: 83,048 shares; 2025Q2: 85,809 shares; 2025Q3: 88,473 shares; 2025Q4: 85,598 shares; 2026Q1: 86,244 shares; 2026Q2: 87,989 shares; 2026Q3: 88,142 shares 88,142 $33M 5.54% +153 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80,408 shares; 2025Q1: 77,556 shares; 2025Q2: 78,284 shares; 2025Q3: 76,626 shares; 2025Q4: 74,019 shares; 2026Q1: 72,135 shares; 2026Q2: 72,221 shares; 2026Q3: 71,655 shares 71,655 $30.9M 5.19% -566 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: 277,503 shares; 2025Q1: 280,320 shares; 2025Q2: 283,384 shares; 2025Q3: 393,989 shares; 2025Q4: 288,477 shares; 2026Q1: 282,384 shares; 2026Q2: 284,116 shares; 2026Q3: 286,681 shares 286,681 $27.8M 4.66% +2,565 Timeline VXF 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: 59,446 shares; 2025Q1: 60,233 shares; 2025Q2: 61,177 shares; 2025Q3: 62,162 shares; 2025Q4: 60,878 shares; 2026Q1: 61,526 shares; 2026Q2: 61,720 shares; 2026Q3: 61,301 shares 61,301 $14.2M 2.38% -419 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: 25,425 shares; 2025Q1: 24,038 shares; 2025Q2: 30,402 shares; 2025Q3: 29,872 shares; 2025Q4: 29,576 shares; 2026Q1: 28,488 shares; 2026Q2: 27,596 shares; 2026Q3: 27,270 shares 27,270 $14M 2.35% -326 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,438 shares; 2026Q1: 132,028 shares; 2026Q2: 133,492 shares; 2026Q3: 135,236 shares 135,236 $12.7M 2.13% +1,744 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420,667 shares; 2025Q3: 461,077 shares; 2025Q4: 480,607 shares; 2026Q1: 569,038 shares; 2026Q2: 603,638 shares; 2026Q3: 655,437 shares 655,437 $12.4M 2.08% +51,799 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: 267,142 shares; 2026Q2: 272,400 shares; 2026Q3: 279,518 shares 279,518 $11.6M 1.94% +7,118 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: 12,917 shares; 2025Q1: 12,451 shares; 2025Q2: 79,710 shares; 2025Q3: 79,595 shares; 2025Q4: 79,052 shares; 2026Q1: 78,811 shares; 2026Q2: 78,819 shares; 2026Q3: 78,536 shares 78,536 $11.4M 1.92% -283 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,858 shares; 2026Q2: 121,880 shares; 2026Q3: 139,885 shares 139,885 $9.69M 1.63% +18,005 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,041 shares; 2025Q1: 29,591 shares; 2025Q2: 29,927 shares; 2025Q3: 30,424 shares; 2025Q4: 29,975 shares; 2026Q1: 30,415 shares; 2026Q2: 31,345 shares; 2026Q3: 46,010 shares 46,010 $9.57M 1.61% +14,665 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: 23,254 shares; 2025Q1: 24,558 shares; 2025Q2: 28,904 shares; 2025Q3: 28,810 shares; 2025Q4: 28,251 shares; 2026Q1: 28,231 shares; 2026Q2: 27,652 shares; 2026Q3: 27,826 shares 27,826 $9.27M 1.56% +174 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243,290 shares; 2025Q4: 256,220 shares; 2026Q1: 304,633 shares; 2026Q2: 321,748 shares; 2026Q3: 347,235 shares 347,235 $8.82M 1.48% +25,487 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: 34,777 shares; 2025Q1: 33,811 shares; 2025Q2: 33,834 shares; 2025Q3: 31,277 shares; 2025Q4: 30,323 shares; 2026Q1: 16,355 shares; 2026Q2: 97,960 shares; 2026Q3: 96,896 shares 96,896 $8.73M 1.47% -1,064 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: 76,220 shares; 2025Q1: 77,980 shares; 2025Q2: 78,255 shares; 2025Q3: 63,591 shares; 2025Q4: 64,417 shares; 2026Q1: 71,448 shares; 2026Q2: 74,286 shares; 2026Q3: 77,613 shares 77,613 $8.27M 1.39% +3,327 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: 40,936 shares; 2025Q1: 38,273 shares; 2025Q2: 39,553 shares; 2025Q3: 38,475 shares; 2025Q4: 37,231 shares; 2026Q1: 36,774 shares; 2026Q2: 35,665 shares; 2026Q3: 35,027 shares 35,027 $8M 1.34% -638 Timeline IBDU 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: 22,721 shares; 2025Q4: 54,500 shares; 2026Q1: 66,876 shares; 2026Q2: 235,576 shares; 2026Q3: 341,592 shares 341,592 $7.75M 1.3% +106,016 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,307 shares; 2025Q1: 14,219 shares; 2025Q2: 15,142 shares; 2025Q3: 15,001 shares; 2025Q4: 14,371 shares; 2026Q1: 14,346 shares; 2026Q2: 14,310 shares; 2026Q3: 14,421 shares 14,421 $7.53M 1.26% +111 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,379 shares; 2025Q1: 47,273 shares; 2025Q2: 47,124 shares; 2025Q3: 49,811 shares; 2025Q4: 50,482 shares; 2026Q1: 57,761 shares; 2026Q2: 60,578 shares; 2026Q3: 64,576 shares 64,576 $7.33M 1.23% +3,998 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: 71,201 shares; 2025Q1: 73,755 shares; 2025Q2: 81,746 shares; 2025Q3: 85,276 shares; 2025Q4: 85,100 shares; 2026Q1: 92,030 shares; 2026Q2: 92,895 shares; 2026Q3: 98,254 shares 98,254 $7.07M 1.19% +5,359 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: 23,462 shares; 2025Q1: 23,517 shares; 2025Q2: 21,654 shares; 2025Q3: 20,364 shares; 2025Q4: 20,057 shares; 2026Q1: 20,893 shares; 2026Q2: 18,945 shares; 2026Q3: 18,899 shares 18,899 $6.64M 1.11% -46 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133,908 shares; 2025Q1: 137,937 shares; 2025Q2: 141,297 shares; 2025Q3: 138,525 shares; 2025Q4: 187,522 shares; 2026Q1: 220,720 shares; 2026Q2: 161,987 shares; 2026Q3: 247,275 shares 247,275 $6.17M 1.04% +85,288 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: 11,160 shares; 2025Q1: 10,577 shares; 2025Q2: 20,474 shares; 2025Q3: 20,315 shares; 2025Q4: 19,666 shares; 2026Q1: 18,392 shares; 2026Q2: 18,219 shares; 2026Q3: 17,822 shares 17,822 $6.13M 1.03% -397 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: 4,215 shares; 2025Q1: 2,210 shares; 2025Q2: 2,212 shares; 2025Q3: 2,210 shares; 2025Q4: 2,199 shares; 2026Q1: 3,016 shares; 2026Q2: 29,927 shares; 2026Q3: 30,573 shares 30,573 $5.96M 1% +646 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 282,220 shares; 2026Q2: 284,636 shares; 2026Q3: 163,064 shares 163,064 $5.75M 0.97% -121,572 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: 14,896 shares; 2025Q1: 12,729 shares; 2025Q2: 16,432 shares; 2025Q3: 16,368 shares; 2025Q4: 16,146 shares; 2026Q1: 15,724 shares; 2026Q2: 15,725 shares; 2026Q3: 15,800 shares 15,800 $5.38M 0.9% +75 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: 32,068 shares 32,068 $5.22M 0.88% new 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: 25,019 shares; 2025Q1: 23,321 shares; 2025Q2: 21,436 shares; 2025Q3: 21,743 shares; 2025Q4: 21,737 shares; 2026Q1: 22,344 shares; 2026Q2: 22,550 shares; 2026Q3: 22,817 shares 22,817 $5.2M 0.87% +267 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: 7,575 shares; 2025Q1: 13,549 shares; 2025Q2: 6,341 shares; 2025Q3: 6,271 shares; 2025Q4: 6,184 shares; 2026Q1: 10,645 shares; 2026Q2: 10,273 shares; 2026Q3: 10,622 shares 10,622 $4.85M 0.81% +349 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,172 shares; 2025Q1: 15,066 shares; 2025Q2: 17,019 shares; 2025Q3: 19,729 shares; 2025Q4: 19,489 shares; 2026Q1: 19,836 shares; 2026Q2: 19,910 shares; 2026Q3: 19,867 shares 19,867 $4.57M 0.77% -43 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: 18,679 shares; 2025Q1: 17,938 shares; 2025Q2: 18,279 shares; 2025Q3: 20,263 shares; 2025Q4: 20,605 shares; 2026Q1: 21,192 shares; 2026Q2: 21,460 shares; 2026Q3: 21,748 shares 21,748 $4.43M 0.74% +288 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: 16,039 shares; 2025Q1: 15,342 shares; 2025Q2: 16,836 shares; 2025Q3: 17,602 shares; 2025Q4: 18,091 shares; 2026Q1: 19,319 shares; 2026Q2: 19,577 shares; 2026Q3: 19,762 shares 19,762 $4.4M 0.74% +185 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: 14,202 shares; 2025Q1: 10,528 shares; 2025Q2: 10,573 shares; 2025Q3: 10,547 shares; 2025Q4: 10,371 shares; 2026Q1: 10,352 shares; 2026Q2: 10,339 shares; 2026Q3: 10,334 shares 10,334 $4.36M 0.73% -5 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,285 shares; 2025Q1: 6,610 shares; 2025Q2: 4,257 shares; 2025Q3: 4,178 shares; 2025Q4: 4,071 shares; 2026Q1: 3,768 shares; 2026Q2: 3,752 shares; 2026Q3: 3,719 shares 3,719 $4.3M 0.72% -33 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,903 shares; 2025Q3: 25,677 shares; 2025Q4: 26,829 shares; 2026Q1: 28,552 shares; 2026Q2: 29,033 shares; 2026Q3: 29,260 shares 29,260 $4.23M 0.71% +227 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: 15,601 shares; 2025Q1: 14,731 shares; 2025Q2: 18,428 shares; 2025Q3: 18,340 shares; 2025Q4: 17,929 shares; 2026Q1: 16,603 shares; 2026Q2: 16,315 shares; 2026Q3: 16,351 shares 16,351 $4.07M 0.68% +36 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,300 shares; 2025Q4: 15,983 shares; 2026Q1: 32,465 shares; 2026Q2: 29,004 shares; 2026Q3: 25,633 shares 25,633 $3.94M 0.66% -3,371 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: 1,670 shares; 2025Q1: 3,843 shares; 2025Q2: 3,933 shares; 2025Q3: 3,983 shares; 2025Q4: 3,932 shares; 2026Q1: 3,973 shares; 2026Q2: 4,066 shares; 2026Q3: 4,123 shares 4,123 $3.94M 0.66% +57 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: 3,355 shares; 2025Q1: 3,392 shares; 2025Q2: 8,904 shares; 2025Q3: 8,868 shares; 2025Q4: 8,920 shares; 2026Q1: 11,554 shares; 2026Q2: 11,594 shares; 2026Q3: 11,565 shares 11,565 $3.83M 0.64% -29 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,744 shares; 2026Q3: 9,637 shares 9,637 $3.74M 0.63% -107 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: 562 shares; 2025Q1: not reported; 2025Q2: 930 shares; 2025Q3: 926 shares; 2025Q4: 915 shares; 2026Q1: 4,326 shares; 2026Q2: 4,300 shares; 2026Q3: 4,464 shares 4,464 $3.62M 0.61% +164 Timeline SPHY 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: 144,142 shares; 2026Q2: 151,055 shares; 2026Q3: 158,805 shares 158,805 $3.59M 0.6% +7,750 Timeline EMB 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: 9,182 shares; 2025Q2: 29,140 shares; 2025Q3: 30,658 shares; 2025Q4: 31,226 shares; 2026Q1: 34,688 shares; 2026Q2: 36,556 shares; 2026Q3: 38,068 shares 38,068 $3.46M 0.58% +1,512 Timeline SJNK 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: 98,263 shares; 2025Q1: 100,170 shares; 2025Q2: 100,981 shares; 2025Q3: 107,771 shares; 2025Q4: 103,328 shares; 2026Q1: 126,406 shares; 2026Q2: 133,807 shares; 2026Q3: 141,693 shares 141,693 $3.44M 0.58% +7,886 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: 48,378 shares; 2025Q1: 49,390 shares; 2025Q2: 49,609 shares; 2025Q3: 52,616 shares; 2025Q4: 53,764 shares; 2026Q1: 60,464 shares; 2026Q2: 63,843 shares; 2026Q3: 67,434 shares 67,434 $3.4M 0.57% +3,591 Timeline IDNA 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: 76,558 shares 76,558 $3.24M 0.54% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,301 shares; 2025Q1: 9,676 shares; 2025Q2: 10,587 shares; 2025Q3: 10,713 shares; 2025Q4: 10,641 shares; 2026Q1: 11,271 shares; 2026Q2: 11,306 shares; 2026Q3: 11,274 shares 11,274 $3.23M 0.54% -32 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: 35,684 shares; 2025Q1: 35,293 shares; 2025Q2: 35,677 shares; 2025Q3: 36,549 shares; 2025Q4: 36,808 shares; 2026Q1: 37,750 shares; 2026Q2: 36,539 shares; 2026Q3: 36,700 shares 36,700 $3.22M 0.54% +161 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,358 shares; 2025Q3: 18,425 shares; 2025Q4: 40,170 shares; 2026Q1: 37,379 shares; 2026Q2: 38,319 shares; 2026Q3: 33,763 shares 33,763 $3.17M 0.53% -4,556 Timeline XBI 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: 19,315 shares; 2026Q3: 19,820 shares 19,820 $3.13M 0.52% +505 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,389 shares; 2026Q3: 47,809 shares 47,809 $3.12M 0.52% +1,420 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,973 shares; 2025Q1: 50,913 shares; 2025Q2: 48,688 shares; 2025Q3: 47,292 shares; 2025Q4: 45,844 shares; 2026Q1: 44,994 shares; 2026Q2: 27,848 shares; 2026Q3: 27,579 shares 27,579 $3.11M 0.52% -269 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,611 shares; 2025Q1: 17,537 shares; 2025Q2: 18,227 shares; 2025Q3: 18,343 shares; 2025Q4: 19,459 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 18,619 shares 18,619 $3.05M 0.51% new 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: 12,117 shares; 2025Q1: 11,448 shares; 2025Q2: 14,922 shares; 2025Q3: 15,058 shares; 2025Q4: 12,560 shares; 2026Q1: 12,199 shares; 2026Q2: 11,881 shares; 2026Q3: 11,803 shares 11,803 $3.05M 0.51% -78 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: 2,975 shares; 2025Q1: 2,776 shares; 2025Q2: 2,783 shares; 2025Q3: 2,781 shares; 2025Q4: 2,791 shares; 2026Q1: 2,844 shares; 2026Q2: 2,871 shares; 2026Q3: 2,819 shares 2,819 $2.98M 0.5% -52 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X 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: 107,592 shares; 2026Q2: 106,710 shares; 2026Q3: 109,592 shares 109,592 $2.97M 0.5% +2,882 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 24,173 shares; 2026Q2: 18,902 shares; 2026Q3: 19,573 shares 19,573 $2.97M 0.5% +671 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,472 shares; 2025Q1: 7,833 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,961 shares; 2026Q2: 5,055 shares; 2026Q3: 4,814 shares 4,814 $2.93M 0.49% -241 Timeline XTL 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: 14,068 shares; 2026Q2: 13,418 shares; 2026Q3: 13,926 shares 13,926 $2.83M 0.47% +508 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,346 shares; 2025Q3: 39,579 shares; 2025Q4: 42,653 shares; 2026Q1: 48,987 shares; 2026Q2: 51,291 shares; 2026Q3: 54,900 shares 54,900 $2.82M 0.47% +3,609 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 56,938 shares 56,938 $2.75M 0.46% new 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: 24,832 shares; 2025Q1: 23,553 shares; 2025Q2: 23,369 shares; 2025Q3: 23,443 shares; 2025Q4: 23,541 shares; 2026Q1: 24,153 shares; 2026Q2: 24,356 shares; 2026Q3: 24,493 shares 24,493 $2.74M 0.46% +137 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,718 shares 6,718 $2.66M 0.45% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,229 shares; 2025Q3: 37,314 shares; 2025Q4: 30,768 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29,495 shares 29,495 $2.59M 0.43% new 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: 14,420 shares; 2025Q1: 21,346 shares; 2025Q2: 23,165 shares; 2025Q3: 23,494 shares; 2025Q4: 22,915 shares; 2026Q1: 2,970 shares; 2026Q2: 2,770 shares; 2026Q3: 3,388 shares 3,388 $2.58M 0.43% +618 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: 6,129 shares; 2025Q1: 6,156 shares; 2025Q2: 15,022 shares; 2025Q3: 15,992 shares; 2025Q4: 15,549 shares; 2026Q1: 15,629 shares; 2026Q2: 15,581 shares; 2026Q3: 23,945 shares 23,945 $2.58M 0.43% +8,364 Timeline XPH 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: not reported; 2026Q3: 39,493 shares 39,493 $2.57M 0.43% new 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: 12,281 shares; 2025Q4: 4,470 shares; 2026Q1: 10,655 shares; 2026Q2: 10,639 shares; 2026Q3: 23,928 shares 23,928 $2.54M 0.43% +13,289 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,722 shares; 2025Q1: 3,768 shares; 2025Q2: 10,738 shares; 2025Q3: 10,898 shares; 2025Q4: 10,920 shares; 2026Q1: 11,089 shares; 2026Q2: 10,946 shares; 2026Q3: 10,864 shares 10,864 $2.48M 0.42% -82 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: 14,236 shares; 2025Q1: 13,289 shares; 2025Q2: 13,361 shares; 2025Q3: 13,273 shares; 2025Q4: 13,233 shares; 2026Q1: 13,099 shares; 2026Q2: 13,169 shares; 2026Q3: 13,155 shares 13,155 $2.47M 0.42% -14 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 16,102 shares; 2025Q2: 32,832 shares; 2025Q3: 34,720 shares; 2025Q4: 34,870 shares; 2026Q1: 35,702 shares; 2026Q2: 36,051 shares; 2026Q3: 36,327 shares 36,327 $2.47M 0.41% +276 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: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,412 shares 10,412 $2.43M 0.41% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,549 shares; 2026Q2: 4,523 shares; 2026Q3: 4,604 shares 4,604 $2.38M 0.4% +81 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,424 shares; 2025Q1: 24,231 shares; 2025Q2: 24,021 shares; 2025Q3: 23,889 shares; 2025Q4: 23,873 shares; 2026Q1: 24,140 shares; 2026Q2: 23,989 shares; 2026Q3: 23,885 shares 23,885 $2.35M 0.4% -104 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: 8,421 shares; 2025Q1: 8,085 shares; 2025Q2: 8,929 shares; 2025Q3: 8,807 shares; 2025Q4: 8,619 shares; 2026Q1: 8,531 shares; 2026Q2: 8,340 shares; 2026Q3: 8,144 shares 8,144 $2.32M 0.39% -196 Timeline IBDV 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: 22,728 shares; 2026Q1: 29,995 shares; 2026Q2: 54,421 shares; 2026Q3: 109,167 shares 109,167 $2.31M 0.39% +54,746 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: 2,956 shares; 2025Q1: 2,758 shares; 2025Q2: 3,396 shares; 2025Q3: 3,367 shares; 2025Q4: 3,180 shares; 2026Q1: 3,233 shares; 2026Q2: 3,155 shares; 2026Q3: 3,147 shares 3,147 $2.28M 0.38% -8 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: 6,166 shares; 2025Q1: 5,714 shares; 2025Q2: 6,353 shares; 2025Q3: 6,310 shares; 2025Q4: 6,382 shares; 2026Q1: 6,251 shares; 2026Q2: 6,149 shares; 2026Q3: 6,333 shares 6,333 $2.28M 0.38% +184 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,760 shares; 2025Q1: 23,781 shares; 2025Q2: not reported; 2025Q3: 31,348 shares; 2025Q4: 30,948 shares; 2026Q1: 30,204 shares; 2026Q2: 29,322 shares; 2026Q3: 29,084 shares 29,084 $2.2M 0.37% -238 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: 19,910 shares; 2025Q1: 19,253 shares; 2025Q2: 22,738 shares; 2025Q3: 22,594 shares; 2025Q4: 22,268 shares; 2026Q1: 22,043 shares; 2026Q2: 21,403 shares; 2026Q3: 22,230 shares 22,230 $2.2M 0.37% +827 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: 6,182 shares; 2025Q1: 5,475 shares; 2025Q2: 17,087 shares; 2025Q3: 17,578 shares; 2025Q4: 17,165 shares; 2026Q1: 15,666 shares; 2026Q2: 15,651 shares; 2026Q3: 16,121 shares 16,121 $2.19M 0.37% +470 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: 6,962 shares; 2025Q1: 6,706 shares; 2025Q2: 6,808 shares; 2025Q3: 7,036 shares; 2025Q4: 4,327 shares; 2026Q1: 4,244 shares; 2026Q2: 4,197 shares; 2026Q3: 4,172 shares 4,172 $2.05M 0.34% -25 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: 1,421 shares; 2025Q1: 1,288 shares; 2025Q2: 5,577 shares; 2025Q3: 5,504 shares; 2025Q4: 5,371 shares; 2026Q1: 5,563 shares; 2026Q2: 5,436 shares; 2026Q3: 5,074 shares 5,074 $2.02M 0.34% -362 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,806 shares; 2025Q1: 10,623 shares; 2025Q2: 10,216 shares; 2025Q3: 10,510 shares; 2025Q4: 10,782 shares; 2026Q1: 10,252 shares; 2026Q2: 12,736 shares; 2026Q3: 13,284 shares 13,284 $1.94M 0.33% +548 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,242 shares; 2025Q1: 15,270 shares; 2025Q2: 15,889 shares; 2025Q3: 15,764 shares; 2025Q4: 15,186 shares; 2026Q1: 14,972 shares; 2026Q2: 15,011 shares; 2026Q3: 14,544 shares 14,544 $1.82M 0.31% -467 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,511 shares; 2025Q1: 23,882 shares; 2025Q2: 24,351 shares; 2025Q3: 33,305 shares; 2025Q4: 26,098 shares; 2026Q1: 33,814 shares; 2026Q2: 35,354 shares; 2026Q3: 35,864 shares 35,864 $1.8M 0.3% +510 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: 2,285 shares; 2025Q1: 2,444 shares; 2025Q2: 7,699 shares; 2025Q3: 8,065 shares; 2025Q4: 8,157 shares; 2026Q1: 8,244 shares; 2026Q2: 8,415 shares; 2026Q3: 8,490 shares 8,490 $1.73M 0.29% +75 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: 3,319 shares; 2025Q1: 3,323 shares; 2025Q2: 6,079 shares; 2025Q3: 5,980 shares; 2025Q4: 5,926 shares; 2026Q1: 5,876 shares; 2026Q2: 6,236 shares; 2026Q3: 6,533 shares 6,533 $1.73M 0.29% +297 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: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 6,135 shares; 2026Q1: 2,383 shares; 2026Q2: 2,373 shares; 2026Q3: 2,440 shares 2,440 $1.71M 0.29% +67 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,472 shares; 2025Q3: 9,362 shares; 2025Q4: 10,232 shares; 2026Q1: 10,232 shares; 2026Q2: 10,172 shares; 2026Q3: 10,772 shares 10,772 $1.67M 0.28% +600 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: 9,435 shares; 2025Q1: 9,154 shares; 2025Q2: 12,862 shares; 2025Q3: 12,875 shares; 2025Q4: 12,924 shares; 2026Q1: 13,301 shares; 2026Q2: 12,888 shares; 2026Q3: 12,578 shares 12,578 $1.66M 0.28% -310 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,679 shares; 2025Q3: 9,674 shares; 2025Q4: 9,631 shares; 2026Q1: 8,887 shares; 2026Q2: 8,849 shares; 2026Q3: 19,039 shares 19,039 $1.6M 0.27% +10,190 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,501 shares; 2025Q1: 10,688 shares; 2025Q2: 14,494 shares; 2025Q3: 14,265 shares; 2025Q4: 13,938 shares; 2026Q1: 14,683 shares; 2026Q2: 15,842 shares; 2026Q3: 16,701 shares 16,701 $1.59M 0.27% +859 Timeline IBTH 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: 15,253 shares; 2025Q4: 22,356 shares; 2026Q1: 41,960 shares; 2026Q2: 58,293 shares; 2026Q3: 68,371 shares 68,371 $1.53M 0.26% +10,078 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: 2,909 shares; 2025Q1: 2,982 shares; 2025Q2: 3,038 shares; 2025Q3: 3,035 shares; 2025Q4: 3,044 shares; 2026Q1: 3,036 shares; 2026Q2: 3,058 shares; 2026Q3: 3,053 shares 3,053 $1.52M 0.26% -5 Timeline IBDW 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: 14,457 shares; 2026Q1: 20,867 shares; 2026Q2: 38,383 shares; 2026Q3: 74,725 shares 74,725 $1.5M 0.25% +36,342 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: 1,824 shares; 2025Q1: 1,824 shares; 2025Q2: 2,182 shares; 2025Q3: 2,183 shares; 2025Q4: 2,164 shares; 2026Q1: 2,173 shares; 2026Q2: 2,168 shares; 2026Q3: 1,978 shares 1,978 $1.46M 0.25% -190 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: not reported; 2026Q3: 22,875 shares 22,875 $1.46M 0.25% new 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: 6,361 shares; 2025Q1: 6,486 shares; 2025Q2: 19,136 shares; 2025Q3: 18,977 shares; 2025Q4: 17,910 shares; 2026Q1: 13,798 shares; 2026Q2: 13,789 shares; 2026Q3: 13,762 shares 13,762 $1.43M 0.24% -27 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,720 shares; 2025Q3: 19,600 shares; 2025Q4: 19,250 shares; 2026Q1: 19,125 shares; 2026Q2: 18,625 shares; 2026Q3: 18,275 shares 18,275 $1.41M 0.24% -350 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: 11,211 shares; 2025Q1: 8,231 shares; 2025Q2: 9,285 shares; 2025Q3: 9,259 shares; 2025Q4: 8,630 shares; 2026Q1: 8,476 shares; 2026Q2: 9,602 shares; 2026Q3: 9,599 shares 9,599 $1.39M 0.23% -3 Timeline IBTI 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: 10,823 shares; 2025Q4: 17,627 shares; 2026Q1: 36,492 shares; 2026Q2: 52,537 shares; 2026Q3: 62,439 shares 62,439 $1.37M 0.23% +9,902 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: 8,659 shares; 2025Q1: 8,599 shares; 2025Q2: 9,639 shares; 2025Q3: 9,817 shares; 2025Q4: 9,935 shares; 2026Q1: 10,827 shares; 2026Q2: 5,368 shares; 2026Q3: 5,204 shares 5,204 $1.36M 0.23% -164 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: 5,242 shares; 2025Q1: 4,013 shares; 2025Q2: 4,060 shares; 2025Q3: 4,011 shares; 2025Q4: 3,683 shares; 2026Q1: 3,762 shares; 2026Q2: 3,671 shares; 2026Q3: 3,642 shares 3,642 $1.29M 0.22% -29 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,444 shares; 2025Q1: 9,525 shares; 2025Q2: 3,631 shares; 2025Q3: 3,675 shares; 2025Q4: 3,887 shares; 2026Q1: 4,653 shares; 2026Q2: 4,871 shares; 2026Q3: 4,963 shares 4,963 $1.28M 0.21% +92 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: 21,760 shares; 2025Q1: 21,306 shares; 2025Q2: 27,360 shares; 2025Q3: 24,197 shares; 2025Q4: 23,867 shares; 2026Q1: 9,675 shares; 2026Q2: 9,505 shares; 2026Q3: 9,155 shares 9,155 $1.26M 0.21% -350 Timeline IBDX 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: 8,970 shares; 2026Q1: 12,575 shares; 2026Q2: 24,805 shares; 2026Q3: 51,765 shares 51,765 $1.25M 0.21% +26,960 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: 1,161 shares; 2025Q1: 1,110 shares; 2025Q2: 4,816 shares; 2025Q3: 4,745 shares; 2025Q4: 4,713 shares; 2026Q1: 4,671 shares; 2026Q2: 4,535 shares; 2026Q3: 4,529 shares 4,529 $1.24M 0.21% -6 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,026 shares; 2025Q1: 5,964 shares; 2025Q2: 5,833 shares; 2025Q3: 5,608 shares; 2025Q4: 5,360 shares; 2026Q1: 5,300 shares; 2026Q2: 5,328 shares; 2026Q3: 5,244 shares 5,244 $1.22M 0.21% -84 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 103,797 shares; 2026Q3: 120,177 shares 120,177 $1.22M 0.2% +16,380 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: 3,911 shares; 2025Q1: 3,911 shares; 2025Q2: 3,900 shares; 2025Q3: 3,888 shares; 2025Q4: 3,883 shares; 2026Q1: 3,733 shares; 2026Q2: 3,635 shares; 2026Q3: 3,618 shares 3,618 $1.19M 0.2% -17 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: not reported; 2025Q1: not reported; 2025Q2: 2,473 shares; 2025Q3: 3,044 shares; 2025Q4: 3,476 shares; 2026Q1: 3,651 shares; 2026Q2: 15,189 shares; 2026Q3: 14,889 shares 14,889 $1.17M 0.2% -300 Timeline IBTJ 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: 14,016 shares; 2025Q4: 17,161 shares; 2026Q1: 25,906 shares; 2026Q2: 37,075 shares; 2026Q3: 53,802 shares 53,802 $1.14M 0.19% +16,727 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: not reported; 2026Q2: 2,445 shares; 2026Q3: 2,077 shares 2,077 $1.12M 0.19% -368 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE 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: 20,473 shares; 2026Q2: 20,525 shares; 2026Q3: 20,120 shares 20,120 $1.11M 0.19% -405 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,966 shares; 2025Q1: 4,981 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,250 shares 5,250 $1.1M 0.19% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,328 shares; 2025Q1: 5,136 shares; 2025Q2: 4,974 shares; 2025Q3: 5,135 shares; 2025Q4: 4,684 shares; 2026Q1: 5,040 shares; 2026Q2: 6,309 shares; 2026Q3: 6,587 shares 6,587 $1.1M 0.18% +278 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,387 shares; 2026Q3: 3,397 shares 3,397 $1.07M 0.18% +10 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,510 shares; 2025Q3: 20,742 shares; 2025Q4: 19,778 shares; 2026Q1: 19,378 shares; 2026Q2: 19,454 shares; 2026Q3: 19,187 shares 19,187 $1.07M 0.18% -267 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: 10,314 shares; 2025Q1: 10,014 shares; 2025Q2: 12,518 shares; 2025Q3: 12,533 shares; 2025Q4: 12,533 shares; 2026Q1: 12,428 shares; 2026Q2: 12,419 shares; 2026Q3: 12,210 shares 12,210 $1.05M 0.18% -209 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: 619 shares; 2025Q1: 581 shares; 2025Q2: 2,606 shares; 2025Q3: 2,551 shares; 2025Q4: 2,611 shares; 2026Q1: 2,551 shares; 2026Q2: 2,508 shares; 2026Q3: 2,195 shares 2,195 $1.04M 0.17% -313 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: 1,317 shares; 2025Q1: 1,319 shares; 2025Q2: 3,796 shares; 2025Q3: 3,811 shares; 2025Q4: 3,738 shares; 2026Q1: 3,734 shares; 2026Q2: 3,713 shares; 2026Q3: 3,420 shares 3,420 $1.04M 0.17% -293 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: 1,161 shares; 2025Q1: 1,162 shares; 2025Q2: 4,192 shares; 2025Q3: 4,157 shares; 2025Q4: 3,876 shares; 2026Q1: 3,604 shares; 2026Q2: 3,636 shares; 2026Q3: 3,630 shares 3,630 $1.02M 0.17% -6 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,582 shares; 2026Q1: 16,519 shares; 2026Q2: 16,721 shares; 2026Q3: 16,491 shares 16,491 $1.01M 0.17% -230 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,972 shares; 2025Q1: 30,531 shares; 2025Q2: 29,402 shares; 2025Q3: 27,326 shares; 2025Q4: 25,688 shares; 2026Q1: 25,039 shares; 2026Q2: 24,918 shares; 2026Q3: 24,644 shares 24,644 $1.01M 0.17% -274 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: 8,917 shares; 2025Q1: 8,305 shares; 2025Q2: 11,327 shares; 2025Q3: 10,654 shares; 2025Q4: 9,867 shares; 2026Q1: 4,494 shares; 2026Q2: 3,848 shares; 2026Q3: 5,391 shares 5,391 $989K 0.17% +1,543 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,944 shares; 2025Q3: 8,944 shares; 2025Q4: 8,944 shares; 2026Q1: 8,697 shares; 2026Q2: 8,697 shares; 2026Q3: 8,697 shares 8,697 $955K 0.16% 0 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: 9,870 shares; 2025Q1: 9,933 shares; 2025Q2: 10,804 shares; 2025Q3: 11,512 shares; 2025Q4: 11,293 shares; 2026Q1: 2,268 shares; 2026Q2: 2,193 shares; 2026Q3: 2,205 shares 2,205 $948K 0.16% +12 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: 1,797 shares; 2025Q1: 1,593 shares; 2025Q2: 1,546 shares; 2025Q3: 1,518 shares; 2025Q4: 14,419 shares; 2026Q1: 14,166 shares; 2026Q2: 13,576 shares; 2026Q3: 13,523 shares 13,523 $941K 0.16% -53 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: 1,705 shares; 2025Q1: 1,485 shares; 2025Q2: 1,885 shares; 2025Q3: 1,823 shares; 2025Q4: 1,786 shares; 2026Q1: 1,733 shares; 2026Q2: 1,622 shares; 2026Q3: 1,686 shares 1,686 $930K 0.16% +64 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,297 shares 5,297 $925K 0.16% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,269 shares; 2025Q1: 13,201 shares; 2025Q2: 12,956 shares; 2025Q3: 13,444 shares; 2025Q4: 12,405 shares; 2026Q1: 13,251 shares; 2026Q2: 16,545 shares; 2026Q3: 17,311 shares 17,311 $900K 0.15% +766 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,378 shares; 2025Q1: 6,520 shares; 2025Q2: 6,258 shares; 2025Q3: 6,513 shares; 2025Q4: 6,028 shares; 2026Q1: 6,401 shares; 2026Q2: 8,184 shares; 2026Q3: 8,594 shares 8,594 $886K 0.15% +410 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 2,285 shares; 2025Q4: 2,229 shares; 2026Q1: 2,229 shares; 2026Q2: 2,229 shares; 2026Q3: 1,929 shares 1,929 $848K 0.14% -300 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: 2,655 shares; 2025Q2: 2,830 shares; 2025Q3: 2,998 shares; 2025Q4: 1,394 shares; 2026Q1: 3,424 shares; 2026Q2: 3,647 shares; 2026Q3: 3,685 shares 3,685 $845K 0.14% +38 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,806 shares; 2025Q1: 17,718 shares; 2025Q2: 17,975 shares; 2025Q3: 18,024 shares; 2025Q4: 18,199 shares; 2026Q1: 12,697 shares; 2026Q2: 12,927 shares; 2026Q3: 12,961 shares 12,961 $824K 0.14% +34 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: not reported; 2025Q1: not reported; 2025Q2: 17,571 shares; 2025Q3: 16,371 shares; 2025Q4: 15,800 shares; 2026Q1: 15,658 shares; 2026Q2: 15,890 shares; 2026Q3: 15,712 shares 15,712 $805K 0.14% -178 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: 3,092 shares; 2025Q1: 3,092 shares; 2025Q2: 3,286 shares; 2025Q3: 3,286 shares; 2025Q4: 3,586 shares; 2026Q1: 3,561 shares; 2026Q2: 3,556 shares; 2026Q3: 3,995 shares 3,995 $742K 0.12% +439 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: 864 shares; 2025Q1: 627 shares; 2025Q2: 2,901 shares; 2025Q3: 2,865 shares; 2025Q4: 2,801 shares; 2026Q1: 2,772 shares; 2026Q2: 2,704 shares; 2026Q3: 2,688 shares 2,688 $740K 0.12% -16 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: 8,096 shares; 2025Q1: 9,280 shares; 2025Q2: 12,176 shares; 2025Q3: 15,760 shares; 2025Q4: 15,815 shares; 2026Q1: 14,627 shares; 2026Q2: 13,861 shares; 2026Q3: 13,361 shares 13,361 $727K 0.12% -500 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: 930 shares; 2025Q1: not reported; 2025Q2: 3,126 shares; 2025Q3: 3,154 shares; 2025Q4: 3,149 shares; 2026Q1: 3,118 shares; 2026Q2: 3,093 shares; 2026Q3: 3,256 shares 3,256 $721K 0.12% +163 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: 1,789 shares; 2025Q1: 1,567 shares; 2025Q2: 5,344 shares; 2025Q3: 5,323 shares; 2025Q4: 5,126 shares; 2026Q1: 4,992 shares; 2026Q2: 4,022 shares; 2026Q3: 3,867 shares 3,867 $712K 0.12% -155 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: 1,015 shares; 2025Q1: 1,353 shares; 2025Q2: 1,776 shares; 2025Q3: 1,372 shares; 2025Q4: 1,416 shares; 2026Q1: 1,404 shares; 2026Q2: 1,346 shares; 2026Q3: 1,327 shares 1,327 $694K 0.12% -19 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: not reported; 2025Q1: not reported; 2025Q2: 4,433 shares; 2025Q3: 4,481 shares; 2025Q4: 4,460 shares; 2026Q1: 4,501 shares; 2026Q2: 4,429 shares; 2026Q3: 4,403 shares 4,403 $683K 0.11% -26 Timeline IBTG 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: 11,514 shares; 2025Q4: 18,809 shares; 2026Q1: 38,858 shares; 2026Q2: 44,471 shares; 2026Q3: 29,700 shares 29,700 $680K 0.11% -14,771 Timeline IBDY 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: 9,533 shares; 2026Q3: 27,357 shares 27,357 $670K 0.11% +17,824 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: not reported; 2025Q1: not reported; 2025Q2: 6,107 shares; 2025Q3: 6,618 shares; 2025Q4: 6,507 shares; 2026Q1: 6,507 shares; 2026Q2: 6,287 shares; 2026Q3: 6,287 shares 6,287 $653K 0.11% 0 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: 4,499 shares; 2025Q1: not reported; 2025Q2: 11,012 shares; 2025Q3: 11,012 shares; 2025Q4: 10,992 shares; 2026Q1: 10,896 shares; 2026Q2: 11,596 shares; 2026Q3: 11,796 shares 11,796 $647K 0.11% +200 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: 4,221 shares; 2025Q1: 3,634 shares; 2025Q2: 4,014 shares; 2025Q3: 3,956 shares; 2025Q4: 3,753 shares; 2026Q1: 3,704 shares; 2026Q2: 3,560 shares; 2026Q3: 3,466 shares 3,466 $645K 0.11% -94 Timeline IBMP 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: 24,954 shares 24,954 $630K 0.11% new 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: not reported; 2025Q1: not reported; 2025Q2: 5,714 shares; 2025Q3: 5,710 shares; 2025Q4: 5,606 shares; 2026Q1: 5,192 shares; 2026Q2: 5,224 shares; 2026Q3: 4,918 shares 4,918 $623K 0.1% -306 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: 139,530 shares; 2025Q1: 7,328 shares; 2025Q2: 8,301 shares; 2025Q3: 8,707 shares; 2025Q4: 9,807 shares; 2026Q1: 5,179 shares; 2026Q2: 5,754 shares; 2026Q3: 7,386 shares 7,386 $599K 0.1% +1,632 Timeline IBMQ 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: 23,749 shares 23,749 $597K 0.1% new 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: 3,013 shares; 2025Q1: 2,992 shares; 2025Q2: 2,765 shares; 2025Q3: 2,564 shares; 2025Q4: 2,329 shares; 2026Q1: 2,294 shares; 2026Q2: 2,229 shares; 2026Q3: 2,170 shares 2,170 $591K 0.1% -59 Timeline IBMR 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: 22,895 shares 22,895 $566K 0.1% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,104 shares; 2025Q1: 5,365 shares; 2025Q2: 14,375 shares; 2025Q3: 14,986 shares; 2025Q4: 14,855 shares; 2026Q1: 14,827 shares; 2026Q2: 13,715 shares; 2026Q3: 14,569 shares 14,569 $552K 0.09% +854 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: 1,499 shares; 2025Q1: 1,499 shares; 2025Q2: 1,755 shares; 2025Q3: 1,741 shares; 2025Q4: 1,726 shares; 2026Q1: 1,704 shares; 2026Q2: 1,752 shares; 2026Q3: 1,756 shares 1,756 $548K 0.09% +4 Timeline IBTK 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: 14,961 shares; 2026Q2: 22,031 shares; 2026Q3: 28,174 shares 28,174 $535K 0.09% +6,143 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,322 shares; 2025Q1: 3,103 shares; 2025Q2: 3,319 shares; 2025Q3: 2,939 shares; 2025Q4: 2,838 shares; 2026Q1: 2,202 shares; 2026Q2: 2,195 shares; 2026Q3: 2,312 shares 2,312 $531K 0.09% +117 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,345 shares; 2025Q1: 4,689 shares; 2025Q2: 4,555 shares; 2025Q3: 4,423 shares; 2025Q4: 3,944 shares; 2026Q1: 3,799 shares; 2026Q2: 3,588 shares; 2026Q3: 3,523 shares 3,523 $522K 0.09% -65 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares; 2026Q3: 345 shares 345 $521K 0.09% 0 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: not reported; 2026Q3: 14,151 shares 14,151 $512K 0.09% new Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 8,954 shares; 2026Q1: 8,775 shares; 2026Q2: 8,560 shares; 2026Q3: 8,256 shares 8,256 $501K 0.08% -304 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: 1,113 shares; 2025Q1: 1,050 shares; 2025Q2: 928 shares; 2025Q3: 979 shares; 2025Q4: 938 shares; 2026Q1: 879 shares; 2026Q2: 768 shares; 2026Q3: 742 shares 742 $501K 0.08% -26 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE 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: 11,809 shares 11,809 $498K 0.08% new 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: not reported; 2025Q1: not reported; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 642 shares; 2026Q1: 642 shares; 2026Q2: 642 shares; 2026Q3: 642 shares 642 $492K 0.08% 0 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: 6,105 shares; 2025Q1: 5,484 shares; 2025Q2: 5,562 shares; 2025Q3: 5,499 shares; 2025Q4: 4,824 shares; 2026Q1: 4,871 shares; 2026Q2: 4,684 shares; 2026Q3: 4,682 shares 4,682 $491K 0.08% -2 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: 2,298 shares; 2026Q3: 2,302 shares 2,302 $486K 0.08% +4 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,530 shares; 2025Q1: 7,596 shares; 2025Q2: 7,351 shares; 2025Q3: 7,577 shares; 2025Q4: 6,865 shares; 2026Q1: 7,120 shares; 2026Q2: 8,509 shares; 2026Q3: 8,784 shares 8,784 $476K 0.08% +275 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: 3,889 shares; 2026Q3: 3,907 shares 3,907 $470K 0.08% +18 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,615 shares; 2025Q3: 1,616 shares; 2025Q4: 1,613 shares; 2026Q1: 1,636 shares; 2026Q2: 1,264 shares; 2026Q3: 1,339 shares 1,339 $468K 0.08% +75 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,304 shares; 2025Q1: 6,281 shares; 2025Q2: 6,309 shares; 2025Q3: 6,208 shares; 2025Q4: 5,850 shares; 2026Q1: 5,784 shares; 2026Q2: 5,525 shares; 2026Q3: 11,071 shares 11,071 $461K 0.08% +5,546 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: 344 shares; 2025Q1: 427 shares; 2025Q2: 387 shares; 2025Q3: 375 shares; 2025Q4: 362 shares; 2026Q1: 325 shares; 2026Q2: 276 shares; 2026Q3: 254 shares 254 $460K 0.08% -22 Timeline IEZ 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: 17,162 shares; 2026Q3: 17,197 shares 17,197 $456K 0.08% +35 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,527 shares; 2025Q1: 9,557 shares; 2025Q2: 9,319 shares; 2025Q3: 9,319 shares; 2025Q4: 9,202 shares; 2026Q1: 9,958 shares; 2026Q2: 9,876 shares; 2026Q3: 8,539 shares 8,539 $448K 0.08% -1,337 Timeline IBTL 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: 12,649 shares; 2026Q2: 18,419 shares; 2026Q3: 22,765 shares 22,765 $443K 0.07% +4,346 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: 1,920 shares; 2025Q1: 1,795 shares; 2025Q2: 1,969 shares; 2025Q3: 1,929 shares; 2025Q4: 1,957 shares; 2026Q1: 1,927 shares; 2026Q2: 1,924 shares; 2026Q3: 1,915 shares 1,915 $442K 0.07% -9 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: 528 shares; 2025Q1: 545 shares; 2025Q2: 521 shares; 2025Q3: 518 shares; 2025Q4: 530 shares; 2026Q1: 512 shares; 2026Q2: 510 shares; 2026Q3: 491 shares 491 $442K 0.07% -19 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: not reported; 2025Q1: not reported; 2025Q2: 1,467 shares; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares; 2026Q1: 1,542 shares; 2026Q2: 1,544 shares; 2026Q3: 1,519 shares 1,519 $432K 0.07% -25 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: 1,764 shares; 2025Q1: 1,764 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 1,764 shares; 2026Q1: 1,673 shares; 2026Q2: 1,673 shares; 2026Q3: 1,676 shares 1,676 $428K 0.07% +3 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,177 shares; 2025Q3: 3,300 shares; 2025Q4: 3,155 shares; 2026Q1: 3,128 shares; 2026Q2: 2,942 shares; 2026Q3: 2,809 shares 2,809 $427K 0.07% -133 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X 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: 7,090 shares; 2026Q2: 6,109 shares; 2026Q3: 6,226 shares 6,226 $426K 0.07% +117 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: 346 shares; 2025Q1: 340 shares; 2025Q2: 513 shares; 2025Q3: 487 shares; 2025Q4: 455 shares; 2026Q1: 461 shares; 2026Q2: 484 shares; 2026Q3: 463 shares 463 $421K 0.07% -21 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: 5,935 shares; 2025Q1: 5,490 shares; 2025Q2: 5,397 shares; 2025Q3: 5,216 shares; 2025Q4: 5,006 shares; 2026Q1: 4,729 shares; 2026Q2: 4,534 shares; 2026Q3: 4,445 shares 4,445 $418K 0.07% -89 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: not reported; 2025Q1: not reported; 2025Q2: 5,118 shares; 2025Q3: 5,020 shares; 2025Q4: 5,031 shares; 2026Q1: 5,015 shares; 2026Q2: 5,198 shares; 2026Q3: 4,808 shares 4,808 $415K 0.07% -390 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,573 shares; 2025Q3: 1,529 shares; 2025Q4: 1,842 shares; 2026Q1: 1,836 shares; 2026Q2: 1,806 shares; 2026Q3: 1,827 shares 1,827 $413K 0.07% +21 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: not reported; 2025Q1: not reported; 2025Q2: 8,320 shares; 2025Q3: 8,520 shares; 2025Q4: 8,420 shares; 2026Q1: 8,380 shares; 2026Q2: 8,391 shares; 2026Q3: 8,370 shares 8,370 $408K 0.07% -21 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: 436 shares; 2025Q3: 480 shares; 2025Q4: 436 shares; 2026Q1: 432 shares; 2026Q2: 426 shares; 2026Q3: 427 shares 427 $406K 0.07% +1 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: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 4,986 shares; 2025Q3: 5,393 shares; 2025Q4: 5,530 shares; 2026Q1: 1,717 shares; 2026Q2: 1,815 shares; 2026Q3: 1,813 shares 1,813 $399K 0.07% -2 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,275 shares; 2025Q3: 9,275 shares; 2025Q4: 9,125 shares; 2026Q1: 9,500 shares; 2026Q2: 9,500 shares; 2026Q3: 5,050 shares 5,050 $395K 0.07% -4,450 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 552 shares; 2026Q1: 694 shares; 2026Q2: 904 shares; 2026Q3: 874 shares 874 $380K 0.06% -30 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,266 shares; 2025Q1: 1,276 shares; 2025Q2: 1,464 shares; 2025Q3: 1,481 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares; 2026Q2: 1,163 shares; 2026Q3: 1,170 shares 1,170 $378K 0.06% +7 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: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 765 shares; 2026Q3: 990 shares 990 $377K 0.06% +225 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: not reported; 2025Q1: not reported; 2025Q2: 3,170 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares; 2026Q1: 3,169 shares; 2026Q2: 3,165 shares; 2026Q3: 3,164 shares 3,164 $375K 0.06% -1 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,920 shares; 2025Q1: 1,903 shares; 2025Q2: 1,835 shares; 2025Q3: 1,853 shares; 2025Q4: 1,672 shares; 2026Q1: 1,706 shares; 2026Q2: 2,022 shares; 2026Q3: 2,106 shares 2,106 $373K 0.06% +84 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 595 shares; 2025Q3: 588 shares; 2025Q4: 580 shares; 2026Q1: 569 shares; 2026Q2: 543 shares; 2026Q3: 542 shares 542 $364K 0.06% -1 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,664 shares; 2025Q1: 10,671 shares; 2025Q2: 105,767 shares; 2025Q3: 108,749 shares; 2025Q4: 26,988 shares; 2026Q1: 48,873 shares; 2026Q2: 14,663 shares; 2026Q3: 14,899 shares 14,899 $364K 0.06% +236 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: not reported; 2025Q1: not reported; 2025Q2: 2,365 shares; 2025Q3: 2,343 shares; 2025Q4: 2,258 shares; 2026Q1: 2,249 shares; 2026Q2: 2,234 shares; 2026Q3: 2,199 shares 2,199 $360K 0.06% -35 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,819 shares; 2025Q2: 2,619 shares; 2025Q3: 2,632 shares; 2025Q4: 2,553 shares; 2026Q1: 2,525 shares; 2026Q2: 2,473 shares; 2026Q3: 2,483 shares 2,483 $354K 0.06% +10 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 218 shares; 2026Q3: 203 shares 203 $353K 0.06% -15 Timeline IBTM 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: 11,852 shares; 2026Q3: 15,973 shares 15,973 $347K 0.06% +4,121 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: 2,298 shares; 2026Q3: 2,220 shares 2,220 $344K 0.06% -78 Timeline BATT AMPLIFY ETF TR More: the full row for AMPLIFY 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: 17,947 shares; 2026Q1: 18,551 shares; 2026Q2: 22,466 shares; 2026Q3: 23,666 shares 23,666 $338K 0.06% +1,200 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: 701 shares; 2025Q1: 683 shares; 2025Q2: 743 shares; 2025Q3: 666 shares; 2025Q4: 674 shares; 2026Q1: 626 shares; 2026Q2: 580 shares; 2026Q3: 823 shares 823 $335K 0.06% +243 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,958 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,563 shares 14,563 $330K 0.06% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 329 shares; 2025Q1: 427 shares; 2025Q2: 535 shares; 2025Q3: 527 shares; 2025Q4: 494 shares; 2026Q1: 484 shares; 2026Q2: 431 shares; 2026Q3: 429 shares 429 $325K 0.05% -2 Timeline CRBN 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: 1,216 shares 1,216 $311K 0.05% new Timeline IBMS 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: 12,042 shares 12,042 $301K 0.05% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,597 shares; 2025Q1: 1,762 shares; 2025Q2: 1,600 shares; 2025Q3: 1,501 shares; 2025Q4: 1,393 shares; 2026Q1: 1,313 shares; 2026Q2: 1,235 shares; 2026Q3: 1,334 shares 1,334 $296K 0.05% +99 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: not reported; 2025Q1: 3,364 shares; 2025Q2: 3,647 shares; 2025Q3: 3,647 shares; 2025Q4: 3,647 shares; 2026Q1: 3,658 shares; 2026Q2: 3,658 shares; 2026Q3: 3,658 shares 3,658 $284K 0.05% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,626 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,372 shares; 2025Q4: 1,291 shares; 2026Q1: 1,278 shares; 2026Q2: 1,283 shares; 2026Q3: 1,359 shares 1,359 $284K 0.05% +76 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 459 shares; 2026Q3: 457 shares 457 $280K 0.05% -2 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: not reported; 2025Q1: not reported; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 896 shares; 2026Q1: 864 shares; 2026Q2: 864 shares; 2026Q3: 857 shares 857 $265K 0.04% -7 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY 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: 2,450 shares; 2026Q3: 3,050 shares 3,050 $260K 0.04% +600 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: 1,949 shares; 2026Q2: 1,784 shares; 2026Q3: 1,601 shares 1,601 $259K 0.04% -183 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: 401 shares; 2026Q3: 503 shares 503 $257K 0.04% +102 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 501 shares; 2025Q2: 503 shares; 2025Q3: 504 shares; 2025Q4: 507 shares; 2026Q1: 508 shares; 2026Q2: 500 shares; 2026Q3: 502 shares 502 $255K 0.04% +2 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: 2,075 shares; 2026Q2: 2,075 shares; 2026Q3: 2,025 shares 2,025 $255K 0.04% -50 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 775 shares 775 $252K 0.04% new Timeline IBMT 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: 9,939 shares 9,939 $245K 0.04% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,600 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 2,600 shares; 2026Q2: 2,800 shares; 2026Q3: 2,800 shares 2,800 $243K 0.04% 0 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: 234 shares; 2026Q3: 224 shares 224 $239K 0.04% -10 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,840 shares; 2025Q3: not reported; 2025Q4: 2,840 shares; 2026Q1: 2,840 shares; 2026Q2: 2,840 shares; 2026Q3: 2,840 shares 2,840 $238K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: 3,442 shares; 2025Q3: 3,442 shares; 2025Q4: 3,292 shares; 2026Q1: 3,298 shares; 2026Q2: 3,298 shares; 2026Q3: 3,298 shares 3,298 $232K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: 2,874 shares; 2025Q3: 2,862 shares; 2025Q4: 2,795 shares; 2026Q1: 2,808 shares; 2026Q2: 2,801 shares; 2026Q3: 2,799 shares 2,799 $232K 0.04% -2 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 835 shares; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: not reported; 2025Q4: 741 shares; 2026Q1: 737 shares; 2026Q2: 740 shares; 2026Q3: 724 shares 724 $230K 0.04% -16 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,455 shares; 2025Q3: 2,381 shares; 2025Q4: 2,345 shares; 2026Q1: 2,726 shares; 2026Q2: 2,354 shares; 2026Q3: 2,255 shares 2,255 $228K 0.04% -99 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 101 shares; 2025Q1: 99 shares; 2025Q2: 94 shares; 2025Q3: 91 shares; 2025Q4: 87 shares; 2026Q1: 83 shares; 2026Q2: 85 shares; 2026Q3: 79 shares 79 $224K 0.04% -6 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH 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: 1,210 shares 1,210 $223K 0.04% new Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 144,172 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,850 shares; 2026Q1: not reported; 2026Q2: 3,850 shares; 2026Q3: 3,850 shares 3,850 $222K 0.04% 0 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: 7,300 shares; 2025Q4: 7,300 shares; 2026Q1: 7,330 shares; 2026Q2: 7,300 shares; 2026Q3: 7,300 shares 7,300 $220K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 559 shares; 2026Q3: 539 shares 539 $214K 0.04% -20 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663 shares; 2025Q3: 540 shares; 2025Q4: not reported; 2026Q1: 431 shares; 2026Q2: 340 shares; 2026Q3: 320 shares 320 $206K 0.03% -20 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 435 shares; 2025Q1: 411 shares; 2025Q2: 407 shares; 2025Q3: 382 shares; 2025Q4: 1,773 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,500 shares 1,500 $201K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: 3,147 shares; 2025Q3: 3,447 shares; 2025Q4: 3,447 shares; 2026Q1: 3,394 shares; 2026Q2: 3,394 shares; 2026Q3: 3,118 shares 3,118 $201K 0.03% -276 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,365 shares; 2025Q1: 18,887 shares; 2025Q2: 12,845 shares; 2025Q3: 12,845 shares; 2025Q4: 12,845 shares; 2026Q1: 13,041 shares; 2026Q2: 13,041 shares; 2026Q3: 13,041 shares 13,041 $73.4K 0.01% 0 Timeline