IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,951 shares; 2024Q4: 36,483 shares; 2025Q1: 31,995 shares; 2025Q2: 31,016 shares; 2025Q3: 32,584 shares; 2025Q4: 34,483 shares; 2026Q1: 34,438 shares; 2026Q2: 34,273 shares 34,273 $25.7M 5.16% -165 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,081 shares; 2024Q4: 268,163 shares; 2025Q1: 246,829 shares; 2025Q2: 249,153 shares; 2025Q3: 319,934 shares; 2025Q4: 272,058 shares; 2026Q1: 270,133 shares; 2026Q2: 272,035 shares 272,035 $13.7M 2.75% +1,902 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,783 shares; 2025Q1: 191,199 shares; 2025Q2: 260,056 shares; 2025Q3: 290,859 shares; 2025Q4: 382,823 shares; 2026Q1: 471,280 shares; 2026Q2: 487,321 shares 487,321 $12.9M 2.6% +16,041 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,338 shares; 2024Q4: 225,961 shares; 2025Q1: 288,368 shares; 2025Q2: 310,459 shares; 2025Q3: 317,832 shares; 2025Q4: 331,598 shares; 2026Q1: 328,713 shares; 2026Q2: 332,827 shares 332,827 $12.7M 2.54% +4,114 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,843 shares; 2024Q4: 206,284 shares; 2025Q1: 206,842 shares; 2025Q2: 210,917 shares; 2025Q3: 226,627 shares; 2025Q4: 258,394 shares; 2026Q1: 264,850 shares; 2026Q2: 282,749 shares 282,749 $12M 2.42% +17,899 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,030 shares; 2024Q4: 27,572 shares; 2025Q1: 35,463 shares; 2025Q2: 35,579 shares; 2025Q3: 32,577 shares; 2025Q4: 29,205 shares; 2026Q1: 27,470 shares; 2026Q2: 19,294 shares 19,294 $11.2M 2.25% -8,176 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316,866 shares; 2024Q4: 581,589 shares; 2025Q1: 146,538 shares; 2025Q2: 138,578 shares; 2025Q3: 156,301 shares; 2025Q4: 162,854 shares; 2026Q1: 269,930 shares; 2026Q2: 380,088 shares 380,088 $10.5M 2.12% +110,158 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,806 shares; 2024Q4: 46,467 shares; 2025Q1: 46,667 shares; 2025Q2: 44,966 shares; 2025Q3: 44,096 shares; 2025Q4: 36,066 shares; 2026Q1: 35,543 shares; 2026Q2: 35,412 shares 35,412 $10.2M 2.06% -131 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 89,320 shares; 2025Q1: 324,778 shares; 2025Q2: 371,137 shares; 2025Q3: 538,968 shares; 2025Q4: 417,554 shares; 2026Q1: 385,807 shares; 2026Q2: 327,158 shares 327,158 $9.97M 2% -58,649 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,062 shares; 2024Q4: 243,491 shares; 2025Q1: 226,041 shares; 2025Q2: 207,794 shares; 2025Q3: 232,317 shares; 2025Q4: 235,257 shares; 2026Q1: 241,225 shares; 2026Q2: 235,071 shares 235,071 $7.95M 1.6% -6,154 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,899 shares; 2024Q4: 110,496 shares; 2025Q1: 109,507 shares; 2025Q2: 123,149 shares; 2025Q3: 126,984 shares; 2025Q4: 134,595 shares; 2026Q1: 137,789 shares; 2026Q2: 138,793 shares 138,793 $7.84M 1.58% +1,004 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,847 shares; 2024Q4: 104,459 shares; 2025Q1: 100,674 shares; 2025Q2: 97,601 shares; 2025Q3: 101,392 shares; 2025Q4: 102,417 shares; 2026Q1: 99,703 shares; 2026Q2: 75,725 shares 75,725 $7.75M 1.56% -23,978 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,186 shares; 2024Q4: 150,711 shares; 2025Q1: 142,942 shares; 2025Q2: 145,375 shares; 2025Q3: 172,615 shares; 2025Q4: 186,476 shares; 2026Q1: 143,506 shares; 2026Q2: 151,623 shares 151,623 $7.74M 1.56% +8,117 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,992 shares; 2024Q4: 11,750 shares; 2025Q1: 11,129 shares; 2025Q2: 11,082 shares; 2025Q3: 10,898 shares; 2025Q4: 10,241 shares; 2026Q1: 10,217 shares; 2026Q2: 10,228 shares 10,228 $7.64M 1.53% +11 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,930 shares; 2024Q4: 36,617 shares; 2025Q1: 35,731 shares; 2025Q2: 35,152 shares; 2025Q3: 32,234 shares; 2025Q4: 31,847 shares; 2026Q1: 33,542 shares; 2026Q2: 34,082 shares 34,082 $7.43M 1.49% +540 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,955 shares; 2024Q4: 18,047 shares; 2025Q1: 18,150 shares; 2025Q2: 23,050 shares; 2025Q3: 23,609 shares; 2025Q4: 22,144 shares; 2026Q1: 20,747 shares; 2026Q2: 20,113 shares 20,113 $7.11M 1.43% -634 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,517 shares; 2024Q4: 93,451 shares; 2025Q1: 83,579 shares; 2025Q2: 81,668 shares; 2025Q3: 86,299 shares; 2025Q4: 87,935 shares; 2026Q1: 96,512 shares; 2026Q2: 99,229 shares 99,229 $7.07M 1.42% +2,717 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,479 shares; 2024Q4: 17,565 shares; 2025Q1: 17,520 shares; 2025Q2: 17,456 shares; 2025Q3: 16,495 shares; 2025Q4: 15,742 shares; 2026Q1: 16,518 shares; 2026Q2: 18,902 shares 18,902 $7.05M 1.42% +2,384 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,311 shares; 2024Q4: 14,636 shares; 2025Q1: 14,092 shares; 2025Q2: 17,223 shares; 2025Q3: 19,314 shares; 2025Q4: 18,309 shares; 2026Q1: 17,925 shares; 2026Q2: 19,574 shares 19,574 $7M 1.41% +1,649 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,572 shares; 2024Q4: 9,652 shares; 2025Q1: 10,119 shares; 2025Q2: 9,524 shares; 2025Q3: 9,599 shares; 2025Q4: 9,361 shares; 2026Q1: 9,317 shares; 2026Q2: 9,358 shares 9,358 $6.89M 1.38% +41 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,211 shares; 2024Q4: 88,294 shares; 2025Q1: 86,890 shares; 2025Q2: 83,054 shares; 2025Q3: 85,737 shares; 2025Q4: 87,786 shares; 2026Q1: 87,218 shares; 2026Q2: 89,211 shares 89,211 $6.88M 1.38% +1,993 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,296 shares; 2024Q4: 30,582 shares; 2025Q1: 30,795 shares; 2025Q2: 30,659 shares; 2025Q3: 29,460 shares; 2025Q4: 27,648 shares; 2026Q1: 27,416 shares; 2026Q2: 27,060 shares 27,060 $6.87M 1.38% -356 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,885 shares; 2024Q4: 12,335 shares; 2025Q1: 30,096 shares; 2025Q2: 35,239 shares; 2025Q3: 35,278 shares; 2025Q4: 35,913 shares; 2026Q1: 36,424 shares; 2026Q2: 35,568 shares 35,568 $6.17M 1.24% -856 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,237 shares; 2024Q4: 50,751 shares; 2025Q1: 52,165 shares; 2025Q2: 55,053 shares; 2025Q3: 59,141 shares; 2025Q4: 61,046 shares; 2026Q1: 63,068 shares; 2026Q2: 67,727 shares 67,727 $6.09M 1.22% +4,659 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,614 shares; 2024Q4: 28,792 shares; 2025Q1: 34,889 shares; 2025Q2: 40,186 shares; 2025Q3: 47,382 shares; 2025Q4: 53,585 shares; 2026Q1: 60,023 shares; 2026Q2: 62,359 shares 62,359 $5.96M 1.2% +2,336 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,495 shares; 2024Q4: 81,588 shares; 2025Q1: 81,572 shares; 2025Q2: 84,207 shares; 2025Q3: 82,226 shares; 2025Q4: 96,102 shares; 2026Q1: 101,438 shares; 2026Q2: 105,245 shares 105,245 $5.52M 1.11% +3,807 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,852 shares; 2024Q4: 31,568 shares; 2025Q1: 32,611 shares; 2025Q2: 32,351 shares; 2025Q3: 30,003 shares; 2025Q4: 27,589 shares; 2026Q1: 27,570 shares; 2026Q2: 25,406 shares 25,406 $5.08M 1.02% -2,164 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,270 shares; 2024Q4: 11,370 shares; 2025Q1: 11,037 shares; 2025Q2: 11,296 shares; 2025Q3: 11,156 shares; 2025Q4: 10,922 shares; 2026Q1: 10,954 shares; 2026Q2: 13,706 shares 13,706 $4.83M 0.97% +2,752 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,257 shares; 2024Q4: 12,978 shares; 2025Q1: 12,975 shares; 2025Q2: 12,940 shares; 2025Q3: 12,807 shares; 2025Q4: 12,932 shares; 2026Q1: 12,848 shares; 2026Q2: 13,311 shares 13,311 $4.82M 0.97% +463 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,030 shares; 2024Q4: 41,211 shares; 2025Q1: 39,975 shares; 2025Q2: 40,056 shares; 2025Q3: 42,230 shares; 2025Q4: 41,718 shares; 2026Q1: 41,714 shares; 2026Q2: 38,830 shares 38,830 $4.56M 0.92% -2,884 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,358 shares; 2024Q4: 6,305 shares; 2025Q1: 6,454 shares; 2025Q2: 6,257 shares; 2025Q3: 7,128 shares; 2025Q4: 7,139 shares; 2026Q1: 7,104 shares; 2026Q2: 8,875 shares 8,875 $4.44M 0.89% +1,771 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,170 shares; 2024Q4: 77,000 shares; 2025Q1: 73,509 shares; 2025Q2: 75,040 shares; 2025Q3: 77,952 shares; 2025Q4: 82,968 shares; 2026Q1: 88,713 shares; 2026Q2: 90,477 shares 90,477 $4.25M 0.85% +1,764 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,806 shares; 2024Q4: 39,394 shares; 2025Q1: 38,188 shares; 2025Q2: 35,644 shares; 2025Q3: 34,202 shares; 2025Q4: 33,347 shares; 2026Q1: 32,719 shares; 2026Q2: 32,342 shares 32,342 $4.16M 0.83% -377 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,298 shares; 2024Q4: 15,218 shares; 2025Q1: 14,163 shares; 2025Q2: 14,184 shares; 2025Q3: 13,259 shares; 2025Q4: 13,073 shares; 2026Q1: 12,685 shares; 2026Q2: 12,585 shares 12,585 $4.12M 0.83% -100 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,364 shares; 2024Q4: 18,576 shares; 2025Q1: 18,668 shares; 2025Q2: 18,673 shares; 2025Q3: 18,707 shares; 2025Q4: 18,064 shares; 2026Q1: 17,544 shares; 2026Q2: 21,650 shares 21,650 $4.11M 0.83% +4,106 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,708 shares; 2024Q4: 36,500 shares; 2025Q1: 36,845 shares; 2025Q2: 35,447 shares; 2025Q3: 35,274 shares; 2025Q4: 35,174 shares; 2026Q1: 34,951 shares; 2026Q2: 34,651 shares 34,651 $4.06M 0.82% -300 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,349 shares; 2024Q4: 8,895 shares; 2025Q1: 8,898 shares; 2025Q2: 8,905 shares; 2025Q3: 8,786 shares; 2025Q4: 7,863 shares; 2026Q1: 6,571 shares; 2026Q2: 5,665 shares 5,665 $4.04M 0.81% -906 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,264 shares 29,264 $4M 0.8% new Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,362 shares; 2025Q1: 61,708 shares; 2025Q2: 81,329 shares; 2025Q3: 109,290 shares; 2025Q4: 115,551 shares; 2026Q1: 70,483 shares; 2026Q2: 75,720 shares 75,720 $3.95M 0.79% +5,237 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 65,795 shares; 2025Q1: 193,168 shares; 2025Q2: 224,275 shares; 2025Q3: 240,643 shares; 2025Q4: 208,749 shares; 2026Q1: 202,206 shares; 2026Q2: 205,655 shares 205,655 $3.92M 0.79% +3,449 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,123 shares; 2024Q4: 85,910 shares; 2025Q1: 92,537 shares; 2025Q2: 92,611 shares; 2025Q3: 94,636 shares; 2025Q4: 98,058 shares; 2026Q1: 107,774 shares; 2026Q2: 91,559 shares 91,559 $3.92M 0.79% -16,215 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,932 shares; 2024Q4: 3,794 shares; 2025Q1: 3,672 shares; 2025Q2: 3,542 shares; 2025Q3: 3,550 shares; 2025Q4: 4,065 shares; 2026Q1: 4,126 shares; 2026Q2: 4,119 shares 4,119 $3.85M 0.77% -7 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,539 shares; 2024Q4: 6,567 shares; 2025Q1: 6,603 shares; 2025Q2: 6,603 shares; 2025Q3: 6,376 shares; 2025Q4: 6,288 shares; 2026Q1: 5,668 shares; 2026Q2: 5,203 shares 5,203 $3.76M 0.76% -465 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,993 shares; 2025Q2: 7,303 shares; 2025Q3: 7,321 shares; 2025Q4: 7,336 shares; 2026Q1: 10,801 shares; 2026Q2: 8,572 shares 8,572 $3.7M 0.74% -2,229 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,949 shares; 2024Q4: 10,728 shares; 2025Q1: 12,992 shares; 2025Q2: 11,550 shares; 2025Q3: 11,442 shares; 2025Q4: 10,992 shares; 2026Q1: 9,345 shares; 2026Q2: 7,503 shares 7,503 $3.58M 0.72% -1,842 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,890 shares; 2024Q4: 8,937 shares; 2025Q1: 8,729 shares; 2025Q2: 8,759 shares; 2025Q3: 8,718 shares; 2025Q4: 8,714 shares; 2026Q1: 8,734 shares; 2026Q2: 8,762 shares 8,762 $3.53M 0.71% +28 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,326 shares; 2024Q4: 12,579 shares; 2025Q1: 12,450 shares; 2025Q2: 13,334 shares; 2025Q3: 13,352 shares; 2025Q4: 13,900 shares; 2026Q1: 13,914 shares; 2026Q2: 15,114 shares 15,114 $3.43M 0.69% +1,200 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,945 shares; 2026Q1: 67,886 shares; 2026Q2: 73,138 shares 73,138 $3.42M 0.69% +5,252 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,348 shares; 2026Q1: 49,348 shares; 2026Q2: 54,302 shares 54,302 $3.26M 0.66% +4,954 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,235 shares; 2024Q4: 51,659 shares; 2025Q1: 54,301 shares; 2025Q2: 54,636 shares; 2025Q3: 57,572 shares; 2025Q4: 55,088 shares; 2026Q1: 55,846 shares; 2026Q2: 55,038 shares 55,038 $3.22M 0.65% -808 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,926 shares; 2024Q4: 22,774 shares; 2025Q1: 23,359 shares; 2025Q2: 22,494 shares; 2025Q3: 22,170 shares; 2025Q4: 21,328 shares; 2026Q1: 20,779 shares; 2026Q2: 20,702 shares 20,702 $3.14M 0.63% -77 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,713 shares; 2024Q4: 34,054 shares; 2025Q1: 32,977 shares; 2025Q2: 32,871 shares; 2025Q3: 32,912 shares; 2025Q4: 33,715 shares; 2026Q1: 33,849 shares; 2026Q2: 34,382 shares 34,382 $3.04M 0.61% +533 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,968 shares; 2024Q4: 7,212 shares; 2025Q1: 11,896 shares; 2025Q2: 11,930 shares; 2025Q3: 11,826 shares; 2025Q4: 10,711 shares; 2026Q1: 13,275 shares; 2026Q2: 19,142 shares 19,142 $3M 0.6% +5,867 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,017 shares; 2024Q4: 8,019 shares; 2025Q1: 8,020 shares; 2025Q2: 7,927 shares; 2025Q3: 7,612 shares; 2025Q4: 7,930 shares; 2026Q1: 8,133 shares; 2026Q2: 8,094 shares 8,094 $2.98M 0.6% -39 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,299 shares; 2024Q4: 10,214 shares; 2025Q1: 10,728 shares; 2025Q2: 10,636 shares; 2025Q3: 9,882 shares; 2025Q4: 9,003 shares; 2026Q1: 8,975 shares; 2026Q2: 8,863 shares 8,863 $2.93M 0.59% -112 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,043 shares; 2024Q4: 13,705 shares; 2025Q1: 13,388 shares; 2025Q2: 13,341 shares; 2025Q3: 11,889 shares; 2025Q4: 11,745 shares; 2026Q1: 11,673 shares; 2026Q2: 10,201 shares 10,201 $2.87M 0.58% -1,472 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,893 shares; 2024Q4: 275,405 shares; 2025Q1: 273,651 shares; 2025Q2: 270,974 shares; 2025Q3: 266,812 shares; 2025Q4: 261,676 shares; 2026Q1: 264,547 shares; 2026Q2: 262,698 shares 262,698 $2.83M 0.57% -1,849 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,440 shares; 2024Q4: 10,859 shares; 2025Q1: 11,165 shares; 2025Q2: 11,693 shares; 2025Q3: 11,497 shares; 2025Q4: 11,712 shares; 2026Q1: 11,808 shares; 2026Q2: 11,677 shares 11,677 $2.78M 0.56% -131 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,465 shares; 2024Q4: 6,447 shares; 2025Q1: 6,323 shares; 2025Q2: 5,555 shares; 2025Q3: 5,418 shares; 2025Q4: 5,171 shares; 2026Q1: 5,090 shares; 2026Q2: 5,422 shares 5,422 $2.76M 0.55% +332 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,115 shares; 2024Q4: 19,506 shares; 2025Q1: 19,634 shares; 2025Q2: 19,318 shares; 2025Q3: 17,288 shares; 2025Q4: 16,893 shares; 2026Q1: 17,007 shares; 2026Q2: 15,641 shares 15,641 $2.59M 0.52% -1,366 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,602 shares; 2024Q4: 4,844 shares; 2025Q1: 6,203 shares; 2025Q2: 5,873 shares; 2025Q3: 6,854 shares; 2025Q4: 6,920 shares; 2026Q1: 7,402 shares; 2026Q2: 6,523 shares 6,523 $2.57M 0.52% -879 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,369 shares; 2024Q4: 15,103 shares; 2025Q1: 16,078 shares; 2025Q2: 15,173 shares; 2025Q3: 17,827 shares; 2025Q4: 18,421 shares; 2026Q1: 18,444 shares; 2026Q2: 21,144 shares 21,144 $2.48M 0.5% +2,700 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,621 shares; 2024Q4: 7,630 shares; 2025Q1: 7,647 shares; 2025Q2: 7,663 shares; 2025Q3: 7,367 shares; 2025Q4: 7,357 shares; 2026Q1: 7,063 shares; 2026Q2: 6,969 shares 6,969 $2.47M 0.5% -94 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,622 shares; 2024Q4: 20,318 shares; 2025Q1: 20,276 shares; 2025Q2: 19,997 shares; 2025Q3: 20,382 shares; 2025Q4: 20,538 shares; 2026Q1: 22,285 shares; 2026Q2: 24,043 shares 24,043 $2.38M 0.48% +1,758 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,323 shares; 2024Q4: 2,276 shares; 2025Q1: 2,185 shares; 2025Q2: 29,625 shares; 2025Q3: 26,890 shares; 2025Q4: 25,990 shares; 2026Q1: 25,805 shares; 2026Q2: 24,905 shares 24,905 $2.29M 0.46% -900 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,273 shares; 2024Q4: 16,996 shares; 2025Q1: 16,139 shares; 2025Q2: 16,021 shares; 2025Q3: 16,164 shares; 2025Q4: 15,179 shares; 2026Q1: 15,310 shares; 2026Q2: 15,008 shares 15,008 $2.23M 0.45% -302 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,875 shares; 2024Q4: 16,283 shares; 2025Q1: 16,646 shares; 2025Q2: 16,739 shares; 2025Q3: 15,767 shares; 2025Q4: 14,492 shares; 2026Q1: 14,551 shares; 2026Q2: 13,507 shares 13,507 $2.22M 0.45% -1,044 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,182 shares; 2024Q4: 88,594 shares; 2025Q1: 54,904 shares; 2025Q2: 81,307 shares; 2025Q3: 122,339 shares; 2025Q4: 63,494 shares; 2026Q1: 51,756 shares; 2026Q2: 43,670 shares 43,670 $2.21M 0.44% -8,086 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,146 shares; 2024Q4: 18,305 shares; 2025Q1: 21,282 shares; 2025Q2: 18,832 shares; 2025Q3: 16,132 shares; 2025Q4: 13,267 shares; 2026Q1: 12,620 shares; 2026Q2: 12,363 shares 12,363 $2.18M 0.44% -257 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,571 shares; 2024Q4: 16,427 shares; 2025Q1: 14,110 shares; 2025Q2: 13,683 shares; 2025Q3: 13,699 shares; 2025Q4: 13,369 shares; 2026Q1: 12,884 shares; 2026Q2: 13,036 shares 13,036 $2.13M 0.43% +152 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,546 shares; 2024Q4: 14,504 shares; 2025Q1: 14,536 shares; 2025Q2: 14,468 shares; 2025Q3: 14,238 shares; 2025Q4: 13,911 shares; 2026Q1: 13,832 shares; 2026Q2: 14,167 shares 14,167 $2.08M 0.42% +335 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,309 shares; 2024Q4: 15,714 shares; 2025Q1: 15,668 shares; 2025Q2: 15,475 shares; 2025Q3: 15,452 shares; 2025Q4: 15,612 shares; 2026Q1: 15,464 shares; 2026Q2: 15,089 shares 15,089 $2.08M 0.42% -375 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,355 shares; 2024Q4: 17,595 shares; 2025Q1: 17,712 shares; 2025Q2: 16,237 shares; 2025Q3: 16,250 shares; 2025Q4: 15,396 shares; 2026Q1: 15,342 shares; 2026Q2: 15,295 shares 15,295 $2.07M 0.42% -47 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; 2024Q3: 1,838 shares; 2024Q4: 1,758 shares; 2025Q1: 1,757 shares; 2025Q2: 1,748 shares; 2025Q3: 1,747 shares; 2025Q4: 3,684 shares; 2026Q1: 4,584 shares; 2026Q2: 6,078 shares 6,078 $2.06M 0.41% +1,494 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,194 shares; 2024Q4: 34,817 shares; 2025Q1: 35,360 shares; 2025Q2: 35,902 shares; 2025Q3: 36,448 shares; 2025Q4: 36,066 shares; 2026Q1: 36,334 shares; 2026Q2: 37,731 shares 37,731 $1.89M 0.38% +1,397 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,389 shares; 2024Q4: 5,350 shares; 2025Q1: 5,157 shares; 2025Q2: 5,095 shares; 2025Q3: 5,072 shares; 2025Q4: 5,012 shares; 2026Q1: 5,539 shares; 2026Q2: 8,435 shares 8,435 $1.89M 0.38% +2,896 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,002 shares 19,002 $1.89M 0.38% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,134 shares; 2024Q4: 18,175 shares; 2025Q1: 17,756 shares; 2025Q2: 17,530 shares; 2025Q3: 17,400 shares; 2025Q4: 16,487 shares; 2026Q1: 14,522 shares; 2026Q2: 20,394 shares 20,394 $1.85M 0.37% +5,872 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,999 shares; 2024Q4: 149,322 shares; 2025Q1: 152,765 shares; 2025Q2: 152,869 shares; 2025Q3: 131,047 shares; 2025Q4: 111,457 shares; 2026Q1: 104,863 shares; 2026Q2: 96,208 shares 96,208 $1.84M 0.37% -8,655 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,991 shares; 2024Q4: 17,619 shares; 2025Q1: 17,161 shares; 2025Q2: 17,098 shares; 2025Q3: 13,725 shares; 2025Q4: 12,854 shares; 2026Q1: 12,877 shares; 2026Q2: 12,206 shares 12,206 $1.79M 0.36% -671 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,367 shares; 2024Q4: 24,756 shares; 2025Q1: 25,310 shares; 2025Q2: 25,133 shares; 2025Q3: 24,558 shares; 2025Q4: 23,621 shares; 2026Q1: 23,692 shares; 2026Q2: 23,542 shares 23,542 $1.78M 0.36% -150 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,726 shares; 2024Q4: 102,927 shares; 2025Q1: 102,853 shares; 2025Q2: 93,918 shares; 2025Q3: 87,802 shares; 2025Q4: 67,245 shares; 2026Q1: 62,594 shares; 2026Q2: 57,758 shares 57,758 $1.76M 0.35% -4,836 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; 2024Q3: 3,824 shares; 2024Q4: 3,675 shares; 2025Q1: 3,740 shares; 2025Q2: 8,269 shares; 2025Q3: 8,543 shares; 2025Q4: 9,936 shares; 2026Q1: 16,302 shares; 2026Q2: 18,106 shares 18,106 $1.7M 0.34% +1,804 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,610 shares; 2024Q4: 3,579 shares; 2025Q1: 3,581 shares; 2025Q2: 3,172 shares; 2025Q3: 3,028 shares; 2025Q4: 3,022 shares; 2026Q1: 3,315 shares; 2026Q2: 2,898 shares 2,898 $1.63M 0.33% -417 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590 shares; 2024Q4: 820 shares; 2025Q1: 876 shares; 2025Q2: 1,090 shares; 2025Q3: 1,443 shares; 2025Q4: 1,210 shares; 2026Q1: 1,223 shares; 2026Q2: 1,255 shares 1,255 $1.51M 0.3% +32 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,071 shares; 2024Q4: 8,104 shares; 2025Q1: 8,230 shares; 2025Q2: 5,531 shares; 2025Q3: 5,538 shares; 2025Q4: 5,456 shares; 2026Q1: 5,706 shares; 2026Q2: 5,556 shares 5,556 $1.5M 0.3% -150 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,302 shares; 2024Q4: 6,923 shares; 2025Q1: 6,385 shares; 2025Q2: 4,332 shares; 2025Q3: 4,309 shares; 2025Q4: 4,119 shares; 2026Q1: 4,117 shares; 2026Q2: 4,011 shares 4,011 $1.47M 0.29% -106 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; 2024Q3: 14,130 shares; 2024Q4: 12,536 shares; 2025Q1: 12,525 shares; 2025Q2: 12,720 shares; 2025Q3: 12,763 shares; 2025Q4: 12,361 shares; 2026Q1: 12,827 shares; 2026Q2: 12,082 shares 12,082 $1.43M 0.29% -745 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; 2024Q3: 5,068 shares; 2024Q4: 5,084 shares; 2025Q1: 5,026 shares; 2025Q2: 5,026 shares; 2025Q3: 4,786 shares; 2025Q4: 4,712 shares; 2026Q1: 4,731 shares; 2026Q2: 4,745 shares 4,745 $1.39M 0.28% +14 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 2,117 shares; 2025Q2: 2,143 shares; 2025Q3: 2,110 shares; 2025Q4: 1,580 shares; 2026Q1: 1,330 shares; 2026Q2: 1,304 shares 1,304 $1.39M 0.28% -26 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,449 shares; 2024Q4: 18,931 shares; 2025Q1: 18,882 shares; 2025Q2: 17,067 shares; 2025Q3: 17,113 shares; 2025Q4: 17,092 shares; 2026Q1: 17,192 shares; 2026Q2: 16,807 shares 16,807 $1.37M 0.27% -385 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,899 shares 5,899 $1.29M 0.26% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,601 shares; 2024Q4: 3,498 shares; 2025Q1: 3,976 shares; 2025Q2: 3,962 shares; 2025Q3: 3,965 shares; 2025Q4: 3,896 shares; 2026Q1: 3,907 shares; 2026Q2: 3,772 shares 3,772 $1.29M 0.26% -135 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,057 shares; 2025Q3: 4,918 shares; 2025Q4: 3,841 shares; 2026Q1: 3,978 shares; 2026Q2: 3,729 shares 3,729 $1.28M 0.26% -249 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,748 shares; 2024Q4: 2,746 shares; 2025Q1: 2,634 shares; 2025Q2: 1,705 shares; 2025Q3: 1,747 shares; 2025Q4: 1,877 shares; 2026Q1: 1,848 shares; 2026Q2: 1,837 shares 1,837 $1.26M 0.25% -11 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,145 shares; 2025Q4: 7,524 shares; 2026Q1: 7,389 shares; 2026Q2: 7,359 shares 7,359 $1.24M 0.25% -30 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,633 shares; 2024Q4: 2,206 shares; 2025Q1: 2,220 shares; 2025Q2: 2,209 shares; 2025Q3: 2,208 shares; 2025Q4: 2,213 shares; 2026Q1: 1,887 shares; 2026Q2: 1,888 shares 1,888 $1.2M 0.24% +1 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,082 shares; 2024Q4: 34,149 shares; 2025Q1: 31,764 shares; 2025Q2: 22,924 shares; 2025Q3: 20,513 shares; 2025Q4: 20,631 shares; 2026Q1: 20,650 shares; 2026Q2: 21,734 shares 21,734 $1.16M 0.23% +1,084 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,896 shares; 2024Q4: 6,905 shares; 2025Q1: 6,788 shares; 2025Q2: 6,801 shares; 2025Q3: 5,801 shares; 2025Q4: 4,470 shares; 2026Q1: 4,455 shares; 2026Q2: 4,550 shares 4,550 $1.14M 0.23% +95 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,015 shares 5,015 $1.12M 0.23% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,015 shares 5,015 $1.11M 0.22% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,288 shares; 2024Q4: 206,423 shares; 2025Q1: 116,167 shares; 2025Q2: 135,355 shares; 2025Q3: 80,554 shares; 2025Q4: 74,319 shares; 2026Q1: 58,360 shares; 2026Q2: 59,034 shares 59,034 $1.1M 0.22% +674 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,614 shares; 2024Q4: 12,624 shares; 2025Q1: 12,728 shares; 2025Q2: 14,109 shares; 2025Q3: 14,540 shares; 2025Q4: 15,120 shares; 2026Q1: 16,052 shares; 2026Q2: 16,137 shares 16,137 $1.09M 0.22% +85 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,175 shares; 2024Q4: 4,182 shares; 2025Q1: 4,115 shares; 2025Q2: 4,107 shares; 2025Q3: 4,111 shares; 2025Q4: 4,112 shares; 2026Q1: 4,128 shares; 2026Q2: 3,922 shares 3,922 $1.06M 0.21% -206 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,292 shares; 2024Q4: 10,301 shares; 2025Q1: 8,310 shares; 2025Q2: 10,305 shares; 2025Q3: 10,275 shares; 2025Q4: 15,125 shares; 2026Q1: 15,140 shares; 2026Q2: 15,145 shares 15,145 $1.06M 0.21% +5 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,981 shares; 2024Q4: 29,895 shares; 2025Q1: 29,561 shares; 2025Q2: 27,589 shares; 2025Q3: 26,296 shares; 2025Q4: 25,952 shares; 2026Q1: 25,546 shares; 2026Q2: 25,198 shares 25,198 $1.05M 0.21% -348 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; 2024Q3: 12,424 shares; 2024Q4: 24,394 shares; 2025Q1: 25,194 shares; 2025Q2: 23,009 shares; 2025Q3: 25,092 shares; 2025Q4: 24,944 shares; 2026Q1: 24,599 shares; 2026Q2: 21,878 shares 21,878 $1.05M 0.21% -2,721 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,290 shares; 2026Q2: 30,545 shares 30,545 $1000K 0.2% +8,255 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,766 shares; 2024Q4: 4,290 shares; 2025Q1: 4,684 shares; 2025Q2: 4,710 shares; 2025Q3: 4,806 shares; 2025Q4: 4,808 shares; 2026Q1: 4,831 shares; 2026Q2: 4,120 shares 4,120 $975K 0.2% -711 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,675 shares; 2024Q4: 11,671 shares; 2025Q1: 11,670 shares; 2025Q2: 12,984 shares; 2025Q3: 12,814 shares; 2025Q4: 12,816 shares; 2026Q1: 12,823 shares; 2026Q2: 12,830 shares 12,830 $969K 0.19% +7 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,995 shares; 2024Q4: 9,906 shares; 2025Q1: 9,911 shares; 2025Q2: 9,779 shares; 2025Q3: 9,436 shares; 2025Q4: 8,268 shares; 2026Q1: 8,491 shares; 2026Q2: 8,252 shares 8,252 $906K 0.18% -239 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,505 shares; 2024Q4: 7,435 shares; 2025Q1: 7,473 shares; 2025Q2: 7,469 shares; 2025Q3: 7,490 shares; 2025Q4: 6,288 shares; 2026Q1: 6,316 shares; 2026Q2: 6,122 shares 6,122 $876K 0.18% -194 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,069 shares; 2024Q4: 5,027 shares; 2025Q1: 4,989 shares; 2025Q2: 4,864 shares; 2025Q3: 4,090 shares; 2025Q4: 3,519 shares; 2026Q1: 3,959 shares; 2026Q2: 8,873 shares 8,873 $872K 0.18% +4,914 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,141 shares; 2024Q4: 24,425 shares; 2025Q1: 24,476 shares; 2025Q2: 24,212 shares; 2025Q3: 24,138 shares; 2025Q4: 24,139 shares; 2026Q1: 24,301 shares; 2026Q2: 24,302 shares 24,302 $846K 0.17% +1 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,703 shares; 2024Q4: 7,715 shares; 2025Q1: 7,724 shares; 2025Q2: 7,728 shares; 2025Q3: 7,788 shares; 2025Q4: 8,034 shares; 2026Q1: 8,267 shares; 2026Q2: 8,365 shares 8,365 $810K 0.16% +98 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,363 shares 5,363 $809K 0.16% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,844 shares; 2024Q4: 18,844 shares; 2025Q1: 19,744 shares; 2025Q2: 19,744 shares; 2025Q3: 20,114 shares; 2025Q4: 20,189 shares; 2026Q1: 20,439 shares; 2026Q2: 20,439 shares 20,439 $809K 0.16% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 744 shares; 2024Q4: 709 shares; 2025Q1: 713 shares; 2025Q2: 660 shares; 2025Q3: 636 shares; 2025Q4: 637 shares; 2026Q1: 591 shares; 2026Q2: 592 shares 592 $806K 0.16% +1 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,593 shares; 2024Q4: 11,603 shares; 2025Q1: 11,644 shares; 2025Q2: 10,949 shares; 2025Q3: 8,190 shares; 2025Q4: 8,185 shares; 2026Q1: 8,191 shares; 2026Q2: 8,196 shares 8,196 $784K 0.16% +5 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,572 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,200 shares; 2025Q4: 6,250 shares; 2026Q1: 6,565 shares; 2026Q2: 5,590 shares 5,590 $781K 0.16% -975 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,730 shares; 2024Q4: 1,663 shares; 2025Q1: not reported; 2025Q2: 5,265 shares; 2025Q3: 5,335 shares; 2025Q4: 6,510 shares; 2026Q1: 6,775 shares; 2026Q2: 7,742 shares 7,742 $769K 0.15% +967 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 662 shares; 2024Q4: 1,334 shares; 2025Q1: 1,368 shares; 2025Q2: 1,405 shares; 2025Q3: 1,401 shares; 2025Q4: 1,413 shares; 2026Q1: 1,899 shares; 2026Q2: 2,176 shares 2,176 $742K 0.15% +277 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,003 shares; 2024Q4: 20,809 shares; 2025Q1: 20,808 shares; 2025Q2: 20,147 shares; 2025Q3: 20,854 shares; 2025Q4: 20,746 shares; 2026Q1: 19,683 shares; 2026Q2: 24,486 shares 24,486 $721K 0.14% +4,803 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,125 shares 3,125 $717K 0.14% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 1,122 shares; 2025Q2: 1,038 shares; 2025Q3: 1,003 shares; 2025Q4: 1,040 shares; 2026Q1: 1,035 shares; 2026Q2: 1,013 shares 1,013 $713K 0.14% -22 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,416 shares; 2024Q4: 4,543 shares; 2025Q1: 4,646 shares; 2025Q2: 4,860 shares; 2025Q3: 4,768 shares; 2025Q4: 5,434 shares; 2026Q1: 5,563 shares; 2026Q2: 6,243 shares 6,243 $707K 0.14% +680 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,265 shares; 2024Q4: 10,152 shares; 2025Q1: 5,238 shares; 2025Q2: 4,198 shares; 2025Q3: 2,614 shares; 2025Q4: 6,460 shares; 2026Q1: 6,465 shares; 2026Q2: 6,565 shares 6,565 $706K 0.14% +100 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,580 shares; 2024Q4: 60,393 shares; 2025Q1: 51,780 shares; 2025Q2: 44,695 shares; 2025Q3: 28,219 shares; 2025Q4: 35,471 shares; 2026Q1: 30,157 shares; 2026Q2: 29,199 shares 29,199 $703K 0.14% -958 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,935 shares; 2024Q4: 16,495 shares; 2025Q1: 16,495 shares; 2025Q2: 16,052 shares; 2025Q3: 15,702 shares; 2025Q4: 15,662 shares; 2026Q1: 14,162 shares; 2026Q2: 13,912 shares 13,912 $687K 0.14% -250 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,428 shares 4,428 $687K 0.14% 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; 2024Q3: 455 shares; 2024Q4: 456 shares; 2025Q1: 457 shares; 2025Q2: 1,479 shares; 2025Q3: 509 shares; 2025Q4: 510 shares; 2026Q1: 488 shares; 2026Q2: 5,723 shares 5,723 $684K 0.14% +5,235 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,007 shares; 2024Q4: 2,022 shares; 2025Q1: 2,007 shares; 2025Q2: 2,022 shares; 2025Q3: 2,053 shares; 2025Q4: 2,075 shares; 2026Q1: 2,126 shares; 2026Q2: 8,381 shares 8,381 $675K 0.14% +6,255 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,641 shares; 2024Q4: 1,627 shares; 2025Q1: 1,409 shares; 2025Q2: 1,343 shares; 2025Q3: 1,322 shares; 2025Q4: 1,326 shares; 2026Q1: 1,306 shares; 2026Q2: 1,306 shares 1,306 $671K 0.13% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,771 shares; 2024Q4: 3,296 shares; 2025Q1: 3,278 shares; 2025Q2: 3,299 shares; 2025Q3: 3,305 shares; 2025Q4: 3,317 shares; 2026Q1: 3,248 shares; 2026Q2: 3,144 shares 3,144 $669K 0.13% -104 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,780 shares; 2024Q4: 7,510 shares; 2025Q1: 5,635 shares; 2025Q2: 6,570 shares; 2025Q3: 6,010 shares; 2025Q4: 6,030 shares; 2026Q1: 5,186 shares; 2026Q2: 5,680 shares 5,680 $663K 0.13% +494 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,303 shares; 2024Q4: 3,304 shares; 2025Q1: 3,363 shares; 2025Q2: 3,330 shares; 2025Q3: 2,591 shares; 2025Q4: 2,543 shares; 2026Q1: 2,525 shares; 2026Q2: 2,218 shares 2,218 $661K 0.13% -307 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,477 shares; 2024Q4: 8,425 shares; 2025Q1: 8,438 shares; 2025Q2: 8,006 shares; 2025Q3: 7,390 shares; 2025Q4: 10,223 shares; 2026Q1: 10,741 shares; 2026Q2: 9,013 shares 9,013 $648K 0.13% -1,728 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; 2024Q3: 4,728 shares; 2024Q4: 23,672 shares; 2025Q1: 23,748 shares; 2025Q2: 23,248 shares; 2025Q3: 23,276 shares; 2025Q4: 23,337 shares; 2026Q1: 23,387 shares; 2026Q2: 19,781 shares 19,781 $625K 0.13% -3,606 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,750 shares; 2024Q4: 8,750 shares; 2025Q1: 7,650 shares; 2025Q2: 7,650 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares; 2026Q2: 7,883 shares 7,883 $616K 0.12% +83 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 511 shares; 2024Q4: 517 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,272 shares; 2025Q4: 1,396 shares; 2026Q1: 1,463 shares; 2026Q2: 1,476 shares 1,476 $613K 0.12% +13 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,457 shares; 2024Q4: 1,464 shares; 2025Q1: 1,481 shares; 2025Q2: 1,458 shares; 2025Q3: 1,453 shares; 2025Q4: 1,458 shares; 2026Q1: 1,461 shares; 2026Q2: 1,461 shares 1,461 $580K 0.12% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,925 shares; 2025Q1: 4,080 shares; 2025Q2: 4,191 shares; 2025Q3: 4,082 shares; 2025Q4: 4,178 shares; 2026Q1: 4,116 shares; 2026Q2: 4,116 shares 4,116 $576K 0.12% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,659 shares; 2024Q4: 7,604 shares; 2025Q1: 7,463 shares; 2025Q2: 6,123 shares; 2025Q3: 6,023 shares; 2025Q4: 5,373 shares; 2026Q1: 5,173 shares; 2026Q2: 5,043 shares 5,043 $565K 0.11% -130 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,007 shares 1,007 $565K 0.11% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,762 shares; 2024Q4: 12,802 shares; 2025Q1: 12,860 shares; 2025Q2: 12,885 shares; 2025Q3: 12,284 shares; 2025Q4: 10,277 shares; 2026Q1: 10,887 shares; 2026Q2: 10,966 shares 10,966 $553K 0.11% +79 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,683 shares; 2024Q4: 6,673 shares; 2025Q1: 6,528 shares; 2025Q2: 6,520 shares; 2025Q3: 4,332 shares; 2025Q4: 3,457 shares; 2026Q1: 3,457 shares; 2026Q2: 6,257 shares 6,257 $549K 0.11% +2,800 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 801 shares; 2024Q4: 806 shares; 2025Q1: 826 shares; 2025Q2: 816 shares; 2025Q3: 816 shares; 2025Q4: 817 shares; 2026Q1: 1,670 shares; 2026Q2: 1,711 shares 1,711 $539K 0.11% +41 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,825 shares; 2024Q4: 4,827 shares; 2025Q1: 4,874 shares; 2025Q2: 4,882 shares; 2025Q3: 4,855 shares; 2025Q4: 4,864 shares; 2026Q1: 5,222 shares; 2026Q2: 7,340 shares 7,340 $538K 0.11% +2,118 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,382 shares; 2025Q4: 2,384 shares; 2026Q1: 2,364 shares; 2026Q2: 2,149 shares 2,149 $520K 0.1% -215 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,665 shares; 2024Q4: 42,415 shares; 2025Q1: 36,714 shares; 2025Q2: 27,784 shares; 2025Q3: 19,759 shares; 2025Q4: 18,509 shares; 2026Q1: 18,444 shares; 2026Q2: 18,444 shares 18,444 $519K 0.1% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,741 shares; 2024Q4: 6,974 shares; 2025Q1: 5,074 shares; 2025Q2: 5,065 shares; 2025Q3: 5,027 shares; 2025Q4: 5,035 shares; 2026Q1: 4,783 shares; 2026Q2: 4,239 shares 4,239 $515K 0.1% -544 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,921 shares; 2024Q4: 4,499 shares; 2025Q1: not reported; 2025Q2: 7,015 shares; 2025Q3: 6,858 shares; 2025Q4: 7,295 shares; 2026Q1: 7,308 shares; 2026Q2: 7,326 shares 7,326 $504K 0.1% +18 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,353 shares; 2024Q4: 6,353 shares; 2025Q1: 6,353 shares; 2025Q2: 6,353 shares; 2025Q3: 6,353 shares; 2025Q4: 6,353 shares; 2026Q1: 6,153 shares; 2026Q2: 6,153 shares 6,153 $504K 0.1% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,584 shares; 2024Q4: 8,665 shares; 2025Q1: 8,902 shares; 2025Q2: 9,253 shares; 2025Q3: 9,032 shares; 2025Q4: 9,049 shares; 2026Q1: 8,761 shares; 2026Q2: 8,812 shares 8,812 $502K 0.1% +51 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,818 shares; 2024Q4: 5,830 shares; 2025Q1: 5,335 shares; 2025Q2: 5,347 shares; 2025Q3: 5,359 shares; 2025Q4: 4,373 shares; 2026Q1: 4,385 shares; 2026Q2: 4,197 shares 4,197 $500K 0.1% -188 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995 shares; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 1,068 shares; 2025Q3: 1,028 shares; 2025Q4: 1,016 shares; 2026Q1: 1,016 shares; 2026Q2: 1,017 shares 1,017 $500K 0.1% +1 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,671 shares; 2024Q4: 2,682 shares; 2025Q1: 2,680 shares; 2025Q2: 2,624 shares; 2025Q3: 2,581 shares; 2025Q4: 2,590 shares; 2026Q1: 2,602 shares; 2026Q2: 2,581 shares 2,581 $492K 0.1% -21 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,572 shares; 2024Q4: 3,807 shares; 2025Q1: 3,759 shares; 2025Q2: 3,849 shares; 2025Q3: 3,849 shares; 2025Q4: 3,855 shares; 2026Q1: 3,625 shares; 2026Q2: 3,645 shares 3,645 $483K 0.1% +20 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,159 shares; 2024Q4: 1,159 shares; 2025Q1: not reported; 2025Q2: 1,332 shares; 2025Q3: 1,574 shares; 2025Q4: 1,902 shares; 2026Q1: 2,097 shares; 2026Q2: 2,189 shares 2,189 $480K 0.1% +92 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77 shares; 2024Q4: 12,920 shares; 2025Q1: 12,956 shares; 2025Q2: 12,655 shares; 2025Q3: 12,655 shares; 2025Q4: 12,671 shares; 2026Q1: 12,733 shares; 2026Q2: 12,691 shares 12,691 $460K 0.09% -42 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,990 shares; 2024Q4: 1,520 shares; 2025Q1: not reported; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares; 2026Q1: 2,520 shares; 2026Q2: 1,520 shares 1,520 $445K 0.09% -1,000 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,233 shares; 2024Q4: 1,256 shares; 2025Q1: 1,270 shares; 2025Q2: 1,281 shares; 2025Q3: 1,259 shares; 2025Q4: 1,275 shares; 2026Q1: 1,293 shares; 2026Q2: 1,296 shares 1,296 $445K 0.09% +3 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,318 shares; 2024Q4: 5,332 shares; 2025Q1: 5,238 shares; 2025Q2: 5,058 shares; 2025Q3: 5,008 shares; 2025Q4: 3,679 shares; 2026Q1: 3,689 shares; 2026Q2: 3,494 shares 3,494 $442K 0.09% -195 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 362 shares 362 $418K 0.08% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,568 shares; 2024Q4: 4,583 shares; 2025Q1: 4,289 shares; 2025Q2: 8,598 shares; 2025Q3: 8,614 shares; 2025Q4: 8,645 shares; 2026Q1: 8,660 shares; 2026Q2: 8,681 shares 8,681 $417K 0.08% +21 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,810 shares; 2024Q4: 4,610 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 4,505 shares; 2025Q4: 9,010 shares; 2026Q1: 9,010 shares; 2026Q2: 9,029 shares 9,029 $409K 0.08% +19 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,801 shares; 2024Q4: 11,146 shares; 2025Q1: 11,204 shares; 2025Q2: 12,323 shares; 2025Q3: 7,551 shares; 2025Q4: 3,954 shares; 2026Q1: 4,011 shares; 2026Q2: 3,985 shares 3,985 $407K 0.08% -26 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,568 shares; 2024Q4: 2,567 shares; 2025Q1: 2,568 shares; 2025Q2: 2,573 shares; 2025Q3: 2,573 shares; 2025Q4: 2,573 shares; 2026Q1: 2,576 shares; 2026Q2: 2,576 shares 2,576 $404K 0.08% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,037 shares; 2024Q4: 1,019 shares; 2025Q1: 996 shares; 2025Q2: 1,103 shares; 2025Q3: 943 shares; 2025Q4: 939 shares; 2026Q1: 942 shares; 2026Q2: 804 shares 804 $403K 0.08% -138 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 418 shares; 2025Q3: 399 shares; 2025Q4: 393 shares; 2026Q1: 393 shares; 2026Q2: 393 shares 393 $398K 0.08% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,164 shares; 2024Q4: 1,165 shares; 2025Q1: 1,238 shares; 2025Q2: 1,251 shares; 2025Q3: 1,293 shares; 2025Q4: 1,294 shares; 2026Q1: 1,299 shares; 2026Q2: 1,311 shares 1,311 $397K 0.08% +12 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 972 shares; 2025Q4: 1,024 shares; 2026Q1: 1,004 shares; 2026Q2: 1,004 shares 1,004 $379K 0.08% 0 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; 2024Q3: 5,638 shares; 2024Q4: 5,517 shares; 2025Q1: 5,552 shares; 2025Q2: 5,254 shares; 2025Q3: 5,099 shares; 2025Q4: 4,256 shares; 2026Q1: 4,231 shares; 2026Q2: 3,048 shares 3,048 $379K 0.08% -1,183 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 930 shares; 2025Q3: 931 shares; 2025Q4: 996 shares; 2026Q1: 1,004 shares; 2026Q2: 1,001 shares 1,001 $374K 0.08% -3 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,811 shares; 2024Q4: 6,791 shares; 2025Q1: 6,646 shares; 2025Q2: 6,646 shares; 2025Q3: 6,646 shares; 2025Q4: 6,646 shares; 2026Q1: 6,646 shares; 2026Q2: 6,646 shares 6,646 $366K 0.07% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,515 shares; 2024Q4: 8,515 shares; 2025Q1: 8,620 shares; 2025Q2: 8,620 shares; 2025Q3: 8,620 shares; 2025Q4: 8,835 shares; 2026Q1: 6,680 shares; 2026Q2: 6,780 shares 6,780 $363K 0.07% +100 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,540 shares; 2026Q2: 4,130 shares 4,130 $360K 0.07% +1,590 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 794 shares; 2024Q4: 796 shares; 2025Q1: 803 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 799 shares; 2026Q1: 794 shares; 2026Q2: 793 shares 793 $359K 0.07% -1 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,828 shares; 2024Q4: 4,520 shares; 2025Q1: 4,280 shares; 2025Q2: 4,052 shares; 2025Q3: 3,241 shares; 2025Q4: 2,569 shares; 2026Q1: 2,569 shares; 2026Q2: 2,557 shares 2,557 $349K 0.07% -12 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,724 shares; 2024Q4: 25,085 shares; 2025Q1: 16,679 shares; 2025Q2: 12,587 shares; 2025Q3: 13,008 shares; 2025Q4: 11,590 shares; 2026Q1: 11,694 shares; 2026Q2: 14,815 shares 14,815 $343K 0.07% +3,121 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; 2024Q3: 4,999 shares; 2024Q4: 4,820 shares; 2025Q1: 3,838 shares; 2025Q2: 3,349 shares; 2025Q3: 2,448 shares; 2025Q4: 2,316 shares; 2026Q1: 2,800 shares; 2026Q2: 2,214 shares 2,214 $335K 0.07% -586 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,137 shares; 2024Q4: 7,271 shares; 2025Q1: 7,542 shares; 2025Q2: 8,342 shares; 2025Q3: 6,542 shares; 2025Q4: 6,317 shares; 2026Q1: 6,318 shares; 2026Q2: 6,343 shares 6,343 $333K 0.07% +25 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 259 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 278 shares; 2025Q4: 2,810 shares; 2026Q1: 2,850 shares; 2026Q2: 4,626 shares 4,626 $330K 0.07% +1,776 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: 871 shares; 2025Q1: 832 shares; 2025Q2: 824 shares; 2025Q3: 771 shares; 2025Q4: 723 shares; 2026Q1: 661 shares; 2026Q2: 2,646 shares 2,646 $329K 0.07% +1,985 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,975 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares; 2026Q1: 2,975 shares; 2026Q2: 2,975 shares 2,975 $328K 0.07% 0 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,576 shares; 2024Q4: 47,203 shares; 2025Q1: 1,530 shares; 2025Q2: 666 shares; 2025Q3: 710 shares; 2025Q4: 6,689 shares; 2026Q1: 6,721 shares; 2026Q2: 6,514 shares 6,514 $326K 0.07% -207 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,290 shares; 2025Q3: 7,295 shares; 2025Q4: not reported; 2026Q1: 6,925 shares; 2026Q2: 6,475 shares 6,475 $324K 0.07% -450 Timeline ARMP ARMATA PHARMACEUTICALS INC More: the full row for ARMATA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 50,000 shares 50,000 $324K 0.07% +20,000 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,230 shares; 2026Q2: 4,210 shares 4,210 $314K 0.06% -20 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,649 shares; 2024Q4: 5,367 shares; 2025Q1: 594 shares; 2025Q2: 2,410 shares; 2025Q3: 3,047 shares; 2025Q4: 3,029 shares; 2026Q1: 3,183 shares; 2026Q2: 3,213 shares 3,213 $310K 0.06% +30 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,973 shares; 2024Q4: 3,318 shares; 2025Q1: 3,348 shares; 2025Q2: 3,173 shares; 2025Q3: 3,173 shares; 2025Q4: 3,193 shares; 2026Q1: 3,178 shares; 2026Q2: 3,188 shares 3,188 $307K 0.06% +10 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,045 shares; 2024Q4: 2,050 shares; 2025Q1: 2,325 shares; 2025Q2: not reported; 2025Q3: 2,213 shares; 2025Q4: 2,188 shares; 2026Q1: 2,938 shares; 2026Q2: 2,938 shares 2,938 $305K 0.06% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815 shares; 2024Q4: 822 shares; 2025Q1: 825 shares; 2025Q2: 903 shares; 2025Q3: 877 shares; 2025Q4: 876 shares; 2026Q1: 868 shares; 2026Q2: 874 shares 874 $296K 0.06% +6 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,455 shares; 2025Q3: 8,838 shares; 2025Q4: 8,966 shares; 2026Q1: 9,043 shares; 2026Q2: 4,697 shares 4,697 $295K 0.06% -4,346 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 248 shares; 2026Q2: 248 shares 248 $291K 0.06% 0 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,738 shares; 2024Q4: 7,372 shares; 2025Q1: 7,407 shares; 2025Q2: not reported; 2025Q3: 7,474 shares; 2025Q4: 7,505 shares; 2026Q1: 7,540 shares; 2026Q2: 7,266 shares 7,266 $291K 0.06% -274 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,700 shares; 2024Q4: 18,650 shares; 2025Q1: 26,465 shares; 2025Q2: 22,000 shares; 2025Q3: 22,300 shares; 2025Q4: 18,200 shares; 2026Q1: 18,205 shares; 2026Q2: 5,649 shares 5,649 $286K 0.06% -12,556 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,133 shares; 2024Q4: not reported; 2025Q1: 1,273 shares; 2025Q2: 1,285 shares; 2025Q3: 688 shares; 2025Q4: 7,893 shares; 2026Q1: 7,870 shares; 2026Q2: 7,884 shares 7,884 $285K 0.06% +14 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,240 shares; 2025Q4: 1,241 shares; 2026Q1: 1,082 shares; 2026Q2: 1,082 shares 1,082 $282K 0.06% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,080 shares; 2024Q4: 6,085 shares; 2025Q1: 6,141 shares; 2025Q2: 5,440 shares; 2025Q3: 5,443 shares; 2025Q4: 3,159 shares; 2026Q1: 2,966 shares; 2026Q2: 2,978 shares 2,978 $273K 0.05% +12 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,661 shares; 2024Q4: 12,750 shares; 2025Q1: 13,796 shares; 2025Q2: 13,796 shares; 2025Q3: 13,756 shares; 2025Q4: 13,001 shares; 2026Q1: 13,011 shares; 2026Q2: 12,916 shares 12,916 $267K 0.05% -95 Timeline PIMCO INCOME PIMCO INCOME More: the full row for PIMCO INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,536 shares 24,536 $266K 0.05% new RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,249 shares 1,249 $266K 0.05% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,584 shares; 2024Q4: 4,619 shares; 2025Q1: 4,800 shares; 2025Q2: 4,994 shares; 2025Q3: 5,015 shares; 2025Q4: 4,352 shares; 2026Q1: 4,382 shares; 2026Q2: 4,382 shares 4,382 $265K 0.05% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,975 shares; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 2,025 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,660 shares; 2026Q2: 1,660 shares 1,660 $263K 0.05% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 3,758 shares; 2025Q1: 3,668 shares; 2025Q2: 3,614 shares; 2025Q3: 2,539 shares; 2025Q4: 2,419 shares; 2026Q1: 2,370 shares; 2026Q2: 2,370 shares 2,370 $259K 0.05% 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; 2024Q3: 6,998 shares; 2024Q4: 6,998 shares; 2025Q1: 6,998 shares; 2025Q2: 6,998 shares; 2025Q3: 6,998 shares; 2025Q4: 6,998 shares; 2026Q1: 6,998 shares; 2026Q2: 6,998 shares 6,998 $259K 0.05% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,133 shares; 2024Q4: 1,136 shares; 2025Q1: 1,142 shares; 2025Q2: 1,140 shares; 2025Q3: not reported; 2025Q4: 1,144 shares; 2026Q1: 1,144 shares; 2026Q2: 1,145 shares 1,145 $257K 0.05% +1 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,915 shares 5,915 $252K 0.05% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 459 shares; 2024Q4: not reported; 2025Q1: 483 shares; 2025Q2: 480 shares; 2025Q3: 478 shares; 2025Q4: 473 shares; 2026Q1: 486 shares; 2026Q2: 486 shares 486 $252K 0.05% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 884 shares 884 $251K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,001 shares; 2025Q4: 1,006 shares; 2026Q1: 1,016 shares; 2026Q2: 1,014 shares 1,014 $250K 0.05% -2 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,340 shares; 2024Q4: 8,810 shares; 2025Q1: 8,795 shares; 2025Q2: 8,795 shares; 2025Q3: 12,690 shares; 2025Q4: 11,650 shares; 2026Q1: 10,435 shares; 2026Q2: 9,475 shares 9,475 $245K 0.05% -960 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718 shares; 2024Q4: 1,729 shares; 2025Q1: 1,757 shares; 2025Q2: 1,714 shares; 2025Q3: 1,723 shares; 2025Q4: 1,709 shares; 2026Q1: 1,323 shares; 2026Q2: 863 shares 863 $235K 0.05% -460 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,495 shares; 2024Q4: 2,512 shares; 2025Q1: 1,926 shares; 2025Q2: 1,253 shares; 2025Q3: 1,239 shares; 2025Q4: 1,262 shares; 2026Q1: 1,281 shares; 2026Q2: 1,281 shares 1,281 $232K 0.05% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,195 shares; 2026Q2: 2,209 shares 2,209 $227K 0.05% +14 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,276 shares; 2024Q4: 4,806 shares; 2025Q1: 4,806 shares; 2025Q2: 3,609 shares; 2025Q3: 3,568 shares; 2025Q4: 3,574 shares; 2026Q1: 3,400 shares; 2026Q2: 3,205 shares 3,205 $227K 0.05% -195 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,057 shares 1,057 $221K 0.04% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: 1,027 shares; 2025Q1: 1,055 shares; 2025Q2: 1,029 shares; 2025Q3: 1,052 shares; 2025Q4: 1,058 shares; 2026Q1: 1,062 shares; 2026Q2: 1,000 shares 1,000 $220K 0.04% -62 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,802 shares; 2024Q4: 2,787 shares; 2025Q1: 2,792 shares; 2025Q2: 2,796 shares; 2025Q3: 2,800 shares; 2025Q4: 2,805 shares; 2026Q1: 2,384 shares; 2026Q2: 2,278 shares 2,278 $220K 0.04% -106 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,519 shares; 2024Q4: 17,563 shares; 2025Q1: 18,086 shares; 2025Q2: 13,301 shares; 2025Q3: 870 shares; 2025Q4: 884 shares; 2026Q1: 0 shares; 2026Q2: 5,245 shares 5,245 $213K 0.04% +5,245 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 894 shares; 2024Q4: 736 shares; 2025Q1: 642 shares; 2025Q2: 642 shares; 2025Q3: 554 shares; 2025Q4: 525 shares; 2026Q1: 523 shares; 2026Q2: 2,458 shares 2,458 $212K 0.04% +1,935 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,385 shares 5,385 $206K 0.04% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 577 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 458 shares; 2026Q2: 456 shares 456 $206K 0.04% -2 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,120 shares; 2024Q4: 2,011 shares; 2025Q1: 2,027 shares; 2025Q2: 1,860 shares; 2025Q3: 1,864 shares; 2025Q4: 1,880 shares; 2026Q1: 1,740 shares; 2026Q2: 1,745 shares 1,745 $205K 0.04% +5 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,185 shares 1,185 $202K 0.04% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 202 shares; 2025Q1: not reported; 2025Q2: 220 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 215 shares; 2026Q2: 210 shares 210 $202K 0.04% -5 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 910 shares; 2026Q2: 901 shares 901 $201K 0.04% -9 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366 shares; 2024Q4: not reported; 2025Q1: 1,391 shares; 2025Q2: 1,705 shares; 2025Q3: 1,538 shares; 2025Q4: 1,560 shares; 2026Q1: 1,557 shares; 2026Q2: 1,566 shares 1,566 $130K 0.03% +9 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,463 shares; 2024Q4: not reported; 2025Q1: 4,285 shares; 2025Q2: 24,490 shares; 2025Q3: 4,721 shares; 2025Q4: 5,007 shares; 2026Q1: 3,801 shares; 2026Q2: 3,778 shares 3,778 $120K 0.02% -23 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,029 shares; 2024Q4: not reported; 2025Q1: 1,038 shares; 2025Q2: 2,054 shares; 2025Q3: 1,046 shares; 2025Q4: 1,051 shares; 2026Q1: 1,029 shares; 2026Q2: 1,033 shares 1,033 $113K 0.02% +4 Timeline CABA CABALETTA BIO INC More: the full row for CABALETTA BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares; 2026Q2: 30,000 shares 30,000 $93.3K 0.02% +10,000 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 628 shares; 2024Q4: not reported; 2025Q1: 663 shares; 2025Q2: not reported; 2025Q3: 786 shares; 2025Q4: 821 shares; 2026Q1: 1,100 shares; 2026Q2: 1,167 shares 1,167 $89.5K 0.02% +67 Timeline KYTX KYVERNA THERAPEUTICS INC More: the full row for KYVERNA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $89.1K 0.02% 0 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 914 shares; 2024Q4: not reported; 2025Q1: 936 shares; 2025Q2: 948 shares; 2025Q3: 783 shares; 2025Q4: 784 shares; 2026Q1: 715 shares; 2026Q2: 722 shares 722 $62.4K 0.01% +7 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461 shares; 2024Q4: not reported; 2025Q1: 490 shares; 2025Q2: 788 shares; 2025Q3: 821 shares; 2025Q4: 881 shares; 2026Q1: 918 shares; 2026Q2: 926 shares 926 $44.2K 0.01% +8 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,823 shares; 2024Q4: not reported; 2025Q1: 1,965 shares; 2025Q2: 12,104 shares; 2025Q3: 1,846 shares; 2025Q4: 1,968 shares; 2026Q1: 1,820 shares; 2026Q2: 1,837 shares 1,837 $43.5K 0.01% +17 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304 shares; 2024Q4: not reported; 2025Q1: 682 shares; 2025Q2: 1,336 shares; 2025Q3: 1,382 shares; 2025Q4: 1,452 shares; 2026Q1: 1,511 shares; 2026Q2: 1,665 shares 1,665 $40.2K 0.01% +154 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198 shares; 2024Q4: not reported; 2025Q1: 611 shares; 2025Q2: 655 shares; 2025Q3: 642 shares; 2025Q4: 656 shares; 2026Q1: 510 shares; 2026Q2: 527 shares 527 $19.4K <0.01% +17 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: not reported; 2025Q1: 114 shares; 2025Q2: 125 shares; 2025Q3: 171 shares; 2025Q4: 183 shares; 2026Q1: 190 shares; 2026Q2: 199 shares 199 $13.4K <0.01% +9 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: not reported; 2025Q1: 199 shares; 2025Q2: 204 shares; 2025Q3: 217 shares; 2025Q4: 232 shares; 2026Q1: 248 shares; 2026Q2: 258 shares 258 $12.4K <0.01% +10 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446 shares; 2024Q4: not reported; 2025Q1: 458 shares; 2025Q2: 2,448 shares; 2025Q3: 380 shares; 2025Q4: 393 shares; 2026Q1: 198 shares; 2026Q2: 207 shares 207 $12.3K <0.01% +9 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares; 2026Q2: 157 shares 157 $3.87K <0.01% +146 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 41 shares; 2025Q3: 118 shares; 2025Q4: 137 shares; 2026Q1: 156 shares; 2026Q2: 184 shares 184 $3.37K <0.01% +28 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 15 shares 15 $1.12K <0.01% +12 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; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $1.1K <0.01% 0 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $723 <0.01% 0 Timeline VANGUARD HIGH-YIELD CORPORA… VANGUARD HIGH-YIELD CORPORATE INV More: the full row for VANGUARD HIGH-YIELD CORPORATE INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: not reported; 2025Q4: 64 shares; 2026Q1: not reported; 2026Q2: 109 shares 109 $595 <0.01% new