DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,585,865 shares; 2025Q1: 6,699,241 shares; 2025Q2: 6,893,933 shares; 2025Q3: not loaded; 2025Q4: 6,910,817 shares; 2026Q1: 7,220,684 shares; 2026Q2: 7,201,068 shares; 2026Q3: 7,246,278 shares 7,246,278 $705M 39.57% +45,210 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,351,626 shares; 2025Q2: 3,413,531 shares; 2025Q3: not loaded; 2025Q4: 3,339,077 shares; 2026Q1: 2,396,415 shares; 2026Q2: 2,371,555 shares; 2026Q3: 2,380,631 shares 2,380,631 $188M 10.58% +9,076 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: 3,030,509 shares; 2025Q3: not loaded; 2025Q4: 3,649,914 shares; 2026Q1: 3,798,327 shares; 2026Q2: 3,845,227 shares; 2026Q3: 3,869,770 shares 3,869,770 $187M 10.5% +24,543 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,323,652 shares; 2025Q1: 3,350,019 shares; 2025Q2: 3,547,173 shares; 2025Q3: not loaded; 2025Q4: 7,305,472 shares; 2026Q1: 4,306,753 shares; 2026Q2: 4,398,711 shares; 2026Q3: 2,367,600 shares 2,367,600 $146M 8.18% -2,031,111 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: 12,929 shares; 2025Q1: 1,732,602 shares; 2025Q2: 1,783,594 shares; 2025Q3: not loaded; 2025Q4: 1,815,813 shares; 2026Q1: 1,854,431 shares; 2026Q2: 1,840,675 shares; 2026Q3: 1,868,621 shares 1,868,621 $134M 7.55% +27,946 Timeline JEPI 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: 1,273,052 shares; 2025Q3: not loaded; 2025Q4: 1,344,223 shares; 2026Q1: 1,419,817 shares; 2026Q2: 1,458,926 shares; 2026Q3: 1,498,024 shares 1,498,024 $84.2M 4.73% +39,098 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,549,658 shares; 2025Q1: 3,491,401 shares; 2025Q2: 1,968,510 shares; 2025Q3: not loaded; 2025Q4: 1,892,321 shares; 2026Q1: 2,041,354 shares; 2026Q2: 2,035,111 shares; 2026Q3: 1,978,648 shares 1,978,648 $83.6M 4.7% -56,463 Timeline SPYV 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: 390,871 shares; 2025Q1: 397,814 shares; 2025Q2: 414,863 shares; 2025Q3: not loaded; 2025Q4: 470,213 shares; 2026Q1: 486,050 shares; 2026Q2: 483,626 shares; 2026Q3: 517,275 shares 517,275 $31.6M 1.78% +33,649 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; 2024Q4: 309,160 shares; 2025Q1: 264,874 shares; 2025Q2: 466,361 shares; 2025Q3: not loaded; 2025Q4: 454,796 shares; 2026Q1: 476,555 shares; 2026Q2: 463,399 shares; 2026Q3: 470,933 shares 470,933 $20.9M 1.17% +7,534 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: 126,004 shares; 2025Q1: 136,195 shares; 2025Q2: 139,015 shares; 2025Q3: not loaded; 2025Q4: 166,791 shares; 2026Q1: 179,838 shares; 2026Q2: 190,037 shares; 2026Q3: 202,142 shares 202,142 $16.4M 0.92% +12,105 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 308,176 shares; 2026Q2: 332,880 shares; 2026Q3: 333,599 shares 333,599 $15.4M 0.87% +719 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: 31,647 shares; 2025Q1: 34,615 shares; 2025Q2: 34,343 shares; 2025Q3: not loaded; 2025Q4: 34,662 shares; 2026Q1: 46,597 shares; 2026Q2: 45,485 shares; 2026Q3: 45,987 shares 45,987 $15.3M 0.86% +502 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,732 shares; 2025Q1: 60,388 shares; 2025Q2: 75,297 shares; 2025Q3: not loaded; 2025Q4: 84,484 shares; 2026Q1: 73,653 shares; 2026Q2: 74,928 shares; 2026Q3: 79,428 shares 79,428 $14.3M 0.81% +4,500 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,263 shares; 2025Q1: 32,263 shares; 2025Q2: 32,461 shares; 2025Q3: not loaded; 2025Q4: 31,882 shares; 2026Q1: 28,905 shares; 2026Q2: 28,905 shares; 2026Q3: 28,905 shares 28,905 $12M 0.68% 0 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: 12,036 shares; 2025Q1: 13,321 shares; 2025Q2: 13,765 shares; 2025Q3: not loaded; 2025Q4: 13,134 shares; 2026Q1: 12,025 shares; 2026Q2: 12,808 shares; 2026Q3: 12,928 shares 12,928 $6.63M 0.37% +120 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,132 shares; 2025Q1: 33,126 shares; 2025Q2: 41,547 shares; 2025Q3: not loaded; 2025Q4: 51,111 shares; 2026Q1: 46,515 shares; 2026Q2: 49,600 shares; 2026Q3: 52,744 shares 52,744 $5.39M 0.3% +3,144 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: 12,777 shares; 2025Q1: 14,634 shares; 2025Q2: 14,344 shares; 2025Q3: not loaded; 2025Q4: 18,098 shares; 2026Q1: 22,510 shares; 2026Q2: 21,472 shares; 2026Q3: 23,547 shares 23,547 $5.38M 0.3% +2,075 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: 9,184 shares; 2025Q1: 9,786 shares; 2025Q2: 11,529 shares; 2025Q3: not loaded; 2025Q4: 12,262 shares; 2026Q1: 10,798 shares; 2026Q2: 11,102 shares; 2026Q3: 11,465 shares 11,465 $5.23M 0.29% +363 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 30,688 shares 30,688 $4.99M 0.28% 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; 2024Q4: 12,310 shares; 2025Q1: 11,610 shares; 2025Q2: 6,144 shares; 2025Q3: not loaded; 2025Q4: 6,842 shares; 2026Q1: 5,205 shares; 2026Q2: 48,474 shares; 2026Q3: 47,808 shares 47,808 $4.72M 0.27% -666 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; 2024Q4: 62,083 shares; 2025Q1: 68,136 shares; 2025Q2: 72,015 shares; 2025Q3: not loaded; 2025Q4: 87,146 shares; 2026Q1: 97,321 shares; 2026Q2: 104,812 shares; 2026Q3: 110,485 shares 110,485 $4.03M 0.23% +5,673 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: 6,659 shares; 2025Q1: 8,526 shares; 2025Q2: 7,320 shares; 2025Q3: not loaded; 2025Q4: 7,847 shares; 2026Q1: 11,652 shares; 2026Q2: 11,911 shares; 2026Q3: 12,007 shares 12,007 $2.99M 0.17% +96 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,835 shares; 2025Q1: 16,835 shares; 2025Q2: 16,835 shares; 2025Q3: not loaded; 2025Q4: 16,835 shares; 2026Q1: 17,035 shares; 2026Q2: 16,842 shares; 2026Q3: 16,930 shares 16,930 $2.82M 0.16% +88 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: 16,071 shares; 2025Q1: 18,903 shares; 2025Q2: 19,379 shares; 2025Q3: not loaded; 2025Q4: 25,615 shares; 2026Q1: 21,584 shares; 2026Q2: 17,699 shares; 2026Q3: 13,154 shares 13,154 $2.69M 0.15% -4,545 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: 4,502 shares; 2025Q1: 4,461 shares; 2025Q2: 5,485 shares; 2025Q3: not loaded; 2025Q4: 5,396 shares; 2026Q1: 5,520 shares; 2026Q2: 4,752 shares; 2026Q3: 4,981 shares 4,981 $2.48M 0.14% +229 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: 7,367 shares; 2025Q1: 6,690 shares; 2025Q2: 5,673 shares; 2025Q3: not loaded; 2025Q4: 7,063 shares; 2026Q1: 6,967 shares; 2026Q2: 7,259 shares; 2026Q3: 6,926 shares 6,926 $2.43M 0.14% -333 Timeline JPAN MATTHEWS INTL FDS More: the full row for MATTHEWS INTL 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 loaded; 2025Q4: not reported; 2026Q1: 6,103 shares; 2026Q2: 29,218 shares; 2026Q3: 51,610 shares 51,610 $2.22M 0.12% +22,392 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,000 shares; 2025Q1: 7,341 shares; 2025Q2: 6,840 shares; 2025Q3: not loaded; 2025Q4: 6,773 shares; 2026Q1: 6,578 shares; 2026Q2: 6,134 shares; 2026Q3: 6,126 shares 6,126 $2.11M 0.12% -8 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: 1,580 shares; 2025Q1: 1,400 shares; 2025Q2: 1,467 shares; 2025Q3: not loaded; 2025Q4: 1,868 shares; 2026Q1: 2,622 shares; 2026Q2: 2,456 shares; 2026Q3: 2,716 shares 2,716 $1.97M 0.11% +260 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: 1,753 shares; 2025Q1: 1,622 shares; 2025Q2: 1,690 shares; 2025Q3: not loaded; 2025Q4: 2,870 shares; 2026Q1: 5,355 shares; 2026Q2: 5,383 shares; 2026Q3: 5,415 shares 5,415 $1.92M 0.11% +32 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 856 shares; 2026Q3: 2,851 shares 2,851 $1.74M 0.1% +1,995 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: 3,362 shares; 2025Q1: 3,194 shares; 2025Q2: 3,130 shares; 2025Q3: not loaded; 2025Q4: 3,115 shares; 2026Q1: 3,021 shares; 2026Q2: 2,815 shares; 2026Q3: 2,825 shares 2,825 $1.56M 0.09% +10 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 loaded; 2025Q4: 860 shares; 2026Q1: 849 shares; 2026Q2: 918 shares; 2026Q3: 1,389 shares 1,389 $1.48M 0.08% +471 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: 1,845 shares; 2025Q1: 1,846 shares; 2025Q2: 1,847 shares; 2025Q3: not loaded; 2025Q4: 2,183 shares; 2026Q1: 2,234 shares; 2026Q2: 1,943 shares; 2026Q3: 1,847 shares 1,847 $1.41M 0.08% -96 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,224 shares; 2025Q1: 15,444 shares; 2025Q2: 14,590 shares; 2025Q3: not loaded; 2025Q4: 10,708 shares; 2026Q1: 13,213 shares; 2026Q2: 12,482 shares; 2026Q3: 14,103 shares 14,103 $1.41M 0.08% +1,621 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: 3,112 shares; 2025Q1: 3,715 shares; 2025Q2: 4,136 shares; 2025Q3: not loaded; 2025Q4: 4,614 shares; 2026Q1: 4,514 shares; 2026Q2: 4,302 shares; 2026Q3: 4,056 shares 4,056 $1.38M 0.08% -246 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: 1,332,145 shares; 2025Q1: 1,368,970 shares; 2025Q2: 1,413,279 shares; 2025Q3: not loaded; 2025Q4: 1,469,688 shares; 2026Q1: 1,553,708 shares; 2026Q2: 1,598,733 shares; 2026Q3: 14,350 shares 14,350 $1.3M 0.07% -1,584,383 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: 9,684 shares; 2025Q1: 8,475 shares; 2025Q2: 2,980 shares; 2025Q3: not loaded; 2025Q4: 5,792 shares; 2026Q1: 4,876 shares; 2026Q2: 47,315 shares; 2026Q3: 4,886 shares 4,886 $1.28M 0.07% -42,429 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: 1,089 shares; 2025Q1: 1,126 shares; 2025Q2: 1,144 shares; 2025Q3: not loaded; 2025Q4: 1,165 shares; 2026Q1: 998 shares; 2026Q2: 1,006 shares; 2026Q3: 1,061 shares 1,061 $1.23M 0.07% +55 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: 6,324 shares; 2025Q1: 6,387 shares; 2025Q2: 6,385 shares; 2025Q3: not loaded; 2025Q4: 6,445 shares; 2026Q1: 6,396 shares; 2026Q2: 6,332 shares; 2026Q3: 6,415 shares 6,415 $1.21M 0.07% +83 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,773 shares; 2025Q1: 11,768 shares; 2025Q2: 11,799 shares; 2025Q3: not loaded; 2025Q4: 11,783 shares; 2026Q1: 11,764 shares; 2026Q2: 11,822 shares; 2026Q3: 11,779 shares 11,779 $1.17M 0.07% -43 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: 2,123 shares; 2025Q1: 2,215 shares; 2025Q2: 3,069 shares; 2025Q3: not loaded; 2025Q4: 3,703 shares; 2026Q1: 3,526 shares; 2026Q2: 3,332 shares; 2026Q3: 2,887 shares 2,887 $1.14M 0.06% -445 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: 7,181 shares; 2025Q1: 7,653 shares; 2025Q2: 8,733 shares; 2025Q3: not loaded; 2025Q4: 11,434 shares; 2026Q1: 12,051 shares; 2026Q2: 11,742 shares; 2026Q3: 10,701 shares 10,701 $1.11M 0.06% -1,041 Timeline VTC 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: not reported; 2025Q3: not loaded; 2025Q4: 4,191 shares; 2026Q1: 14,001 shares; 2026Q2: 14,001 shares; 2026Q3: 15,071 shares 15,071 $1.1M 0.06% +1,070 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: 4,951 shares; 2025Q1: 4,753 shares; 2025Q2: 4,834 shares; 2025Q3: not loaded; 2025Q4: 6,067 shares; 2026Q1: 7,263 shares; 2026Q2: 8,174 shares; 2026Q3: 7,656 shares 7,656 $1.05M 0.06% -518 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,997 shares; 2025Q1: 4,997 shares; 2025Q2: 4,997 shares; 2025Q3: not loaded; 2025Q4: 4,924 shares; 2026Q1: 5,107 shares; 2026Q2: 5,620 shares; 2026Q3: 5,620 shares 5,620 $1M 0.06% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 888 shares; 2025Q1: 895 shares; 2025Q2: 882 shares; 2025Q3: not loaded; 2025Q4: 1,028 shares; 2026Q1: 1,175 shares; 2026Q2: 1,212 shares; 2026Q3: 1,218 shares 1,218 $988K 0.06% +6 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: 2,494 shares; 2025Q1: 2,524 shares; 2025Q2: 2,676 shares; 2025Q3: not loaded; 2025Q4: 4,698 shares; 2026Q1: 3,421 shares; 2026Q2: 2,853 shares; 2026Q3: 2,984 shares 2,984 $987K 0.06% +131 Timeline JQUA 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: 1,218,086 shares; 2025Q1: 1,232,230 shares; 2025Q2: 28,308 shares; 2025Q3: not loaded; 2025Q4: 20,154 shares; 2026Q1: 17,662 shares; 2026Q2: 13,353 shares; 2026Q3: 13,352 shares 13,352 $985K 0.06% -1 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 616 shares; 2025Q1: 733 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,258 shares; 2026Q1: 2,155 shares; 2026Q2: 2,670 shares; 2026Q3: 2,581 shares 2,581 $947K 0.05% -89 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: 2,143 shares; 2025Q1: 2,273 shares; 2025Q2: 2,444 shares; 2025Q3: not loaded; 2025Q4: 2,701 shares; 2026Q1: 2,588 shares; 2026Q2: 2,626 shares; 2026Q3: 2,604 shares 2,604 $936K 0.05% -22 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: 5,311 shares; 2025Q1: 6,431 shares; 2025Q2: 4,883 shares; 2025Q3: not loaded; 2025Q4: 5,936 shares; 2026Q1: 6,388 shares; 2026Q2: 6,524 shares; 2026Q3: 6,351 shares 6,351 $923K 0.05% -173 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: 1,626 shares; 2025Q1: 1,475 shares; 2025Q2: 1,660 shares; 2025Q3: not loaded; 2025Q4: 2,716 shares; 2026Q1: 3,395 shares; 2026Q2: 3,430 shares; 2026Q3: 3,411 shares 3,411 $903K 0.05% -19 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 5,306 shares; 2026Q1: 8,448 shares; 2026Q2: 10,317 shares; 2026Q3: 10,226 shares 10,226 $880K 0.05% -91 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: 949 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: not loaded; 2025Q4: 915 shares; 2026Q1: 915 shares; 2026Q2: 915 shares; 2026Q3: 1,178 shares 1,178 $871K 0.05% +263 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: 680 shares; 2025Q1: 2,090 shares; 2025Q2: 2,444 shares; 2025Q3: not loaded; 2025Q4: 1,877 shares; 2026Q1: 854 shares; 2026Q2: 959 shares; 2026Q3: 1,196 shares 1,196 $838K 0.05% +237 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,567 shares; 2025Q1: 22,187 shares; 2025Q2: 21,504 shares; 2025Q3: not loaded; 2025Q4: 19,683 shares; 2026Q1: 15,521 shares; 2026Q2: 15,493 shares; 2026Q3: 14,767 shares 14,767 $807K 0.05% -726 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,371 shares; 2025Q1: 2,570 shares; 2025Q2: 3,041 shares; 2025Q3: not loaded; 2025Q4: 3,909 shares; 2026Q1: 3,880 shares; 2026Q2: 3,409 shares; 2026Q3: 3,024 shares 3,024 $772K 0.04% -385 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,189 shares; 2025Q1: 9,713 shares; 2025Q2: 10,963 shares; 2025Q3: not loaded; 2025Q4: 12,284 shares; 2026Q1: 11,419 shares; 2026Q2: 8,949 shares; 2026Q3: 6,095 shares 6,095 $763K 0.04% -2,854 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; 2024Q4: 19,707 shares; 2025Q1: 17,943 shares; 2025Q2: 17,943 shares; 2025Q3: not loaded; 2025Q4: 17,943 shares; 2026Q1: 17,279 shares; 2026Q2: 9,704 shares; 2026Q3: 9,704 shares 9,704 $758K 0.04% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,698 shares; 2025Q3: not loaded; 2025Q4: 58,977 shares; 2026Q1: 60,261 shares; 2026Q2: 61,981 shares; 2026Q3: 62,354 shares 62,354 $752K 0.04% +373 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: 1,522 shares; 2025Q1: 1,544 shares; 2025Q2: 1,564 shares; 2025Q3: not loaded; 2025Q4: 1,810 shares; 2026Q1: 1,827 shares; 2026Q2: 3,191 shares; 2026Q3: 3,198 shares 3,198 $746K 0.04% +7 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,211 shares; 2025Q1: 3,107 shares; 2025Q2: 3,147 shares; 2025Q3: not loaded; 2025Q4: 3,107 shares; 2026Q1: 3,107 shares; 2026Q2: 3,107 shares; 2026Q3: 3,108 shares 3,108 $740K 0.04% +1 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,938 shares; 2025Q1: 28,938 shares; 2025Q2: 28,938 shares; 2025Q3: not loaded; 2025Q4: 28,938 shares; 2026Q1: 28,938 shares; 2026Q2: 28,938 shares; 2026Q3: 28,981 shares 28,981 $739K 0.04% +43 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: 5,583 shares; 2025Q1: 6,159 shares; 2025Q2: 5,851 shares; 2025Q3: not loaded; 2025Q4: 5,539 shares; 2026Q1: 5,732 shares; 2026Q2: 4,848 shares; 2026Q3: 4,882 shares 4,882 $709K 0.04% +34 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: 1,662 shares; 2025Q1: 2,080 shares; 2025Q2: 2,267 shares; 2025Q3: not loaded; 2025Q4: 2,807 shares; 2026Q1: 2,697 shares; 2026Q2: 2,315 shares; 2026Q3: 1,827 shares 1,827 $708K 0.04% -488 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: 2,257 shares; 2025Q1: 2,605 shares; 2025Q2: 2,653 shares; 2025Q3: not loaded; 2025Q4: 2,901 shares; 2026Q1: 2,884 shares; 2026Q2: 2,320 shares; 2026Q3: 2,483 shares 2,483 $706K 0.04% +163 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,429 shares; 2025Q1: 1,430 shares; 2025Q2: 1,486 shares; 2025Q3: not loaded; 2025Q4: 1,486 shares; 2026Q1: 1,134 shares; 2026Q2: 1,931 shares; 2026Q3: 1,828 shares 1,828 $684K 0.04% -103 Timeline CLIP 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 loaded; 2025Q4: 3,671 shares; 2026Q1: 10,241 shares; 2026Q2: 5,777 shares; 2026Q3: 6,676 shares 6,676 $670K 0.04% +899 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,779 shares; 2025Q1: 3,779 shares; 2025Q2: 2,670 shares; 2025Q3: not loaded; 2025Q4: 2,670 shares; 2026Q1: 2,670 shares; 2026Q2: 2,670 shares; 2026Q3: 2,670 shares 2,670 $662K 0.04% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,103 shares; 2026Q3: 7,223 shares 7,223 $645K 0.04% +1,120 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: 2,326 shares; 2025Q1: 3,145 shares; 2025Q2: 3,151 shares; 2025Q3: not loaded; 2025Q4: 3,868 shares; 2026Q1: 3,367 shares; 2026Q2: 2,724 shares; 2026Q3: 2,792 shares 2,792 $645K 0.04% +68 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 13,463 shares; 2026Q2: 13,463 shares; 2026Q3: 13,463 shares 13,463 $598K 0.03% 0 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: 579 shares; 2025Q1: 592 shares; 2025Q2: 559 shares; 2025Q3: not loaded; 2025Q4: 790 shares; 2026Q1: 730 shares; 2026Q2: 712 shares; 2026Q3: 657 shares 657 $598K 0.03% -55 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,744 shares; 2026Q3: 4,744 shares 4,744 $596K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,384 shares; 2025Q1: 4,330 shares; 2025Q2: 4,594 shares; 2025Q3: not loaded; 2025Q4: 5,144 shares; 2026Q1: 3,916 shares; 2026Q2: 3,605 shares; 2026Q3: 3,793 shares 3,793 $565K 0.03% +188 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,000 shares; 2026Q1: 1,774 shares; 2026Q2: 1,736 shares; 2026Q3: 1,684 shares 1,684 $553K 0.03% -52 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: 1,559 shares; 2025Q1: 1,221 shares; 2025Q2: 1,237 shares; 2025Q3: not loaded; 2025Q4: 1,780 shares; 2026Q1: 2,071 shares; 2026Q2: 2,504 shares; 2026Q3: 2,409 shares 2,409 $530K 0.03% -95 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: 3,973 shares; 2025Q1: 3,728 shares; 2025Q2: 3,854 shares; 2025Q3: not loaded; 2025Q4: 4,275 shares; 2026Q1: 5,095 shares; 2026Q2: 4,815 shares; 2026Q3: 4,702 shares 4,702 $506K 0.03% -113 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,322 shares; 2025Q1: 2,786 shares; 2025Q2: 2,777 shares; 2025Q3: not loaded; 2025Q4: 4,323 shares; 2026Q1: 4,291 shares; 2026Q2: 4,336 shares; 2026Q3: 4,320 shares 4,320 $483K 0.03% -16 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,606 shares; 2025Q1: 5,606 shares; 2025Q2: 5,606 shares; 2025Q3: not loaded; 2025Q4: 5,587 shares; 2026Q1: 5,565 shares; 2026Q2: 5,565 shares; 2026Q3: 5,565 shares 5,565 $482K 0.03% 0 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: 3,917 shares; 2025Q1: 3,920 shares; 2025Q2: 4,052 shares; 2025Q3: not loaded; 2025Q4: 4,604 shares; 2026Q1: 4,279 shares; 2026Q2: 4,368 shares; 2026Q3: 4,357 shares 4,357 $478K 0.03% -11 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: 6,970 shares; 2025Q1: 7,753 shares; 2025Q2: 9,469 shares; 2025Q3: not loaded; 2025Q4: 10,276 shares; 2026Q1: 10,665 shares; 2026Q2: 8,781 shares; 2026Q3: 6,889 shares 6,889 $468K 0.03% -1,892 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; 2024Q4: 15,060 shares; 2025Q1: 15,060 shares; 2025Q2: 15,060 shares; 2025Q3: not loaded; 2025Q4: 11,610 shares; 2026Q1: 11,610 shares; 2026Q2: 12,866 shares; 2026Q3: 12,866 shares 12,866 $462K 0.03% 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; 2024Q4: 1,483 shares; 2025Q1: 1,213 shares; 2025Q2: 1,276 shares; 2025Q3: not loaded; 2025Q4: 1,376 shares; 2026Q1: 1,088 shares; 2026Q2: 1,488 shares; 2026Q3: 1,495 shares 1,495 $455K 0.03% +7 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,556 shares; 2025Q1: 2,594 shares; 2025Q2: 2,095 shares; 2025Q3: not loaded; 2025Q4: 1,656 shares; 2026Q1: 1,642 shares; 2026Q2: 1,635 shares; 2026Q3: 1,605 shares 1,605 $447K 0.03% -30 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,239 shares; 2026Q1: 11,007 shares; 2026Q2: 13,682 shares; 2026Q3: 13,702 shares 13,702 $446K 0.03% +20 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: 15,402 shares; 2025Q1: 16,388 shares; 2025Q2: 18,118 shares; 2025Q3: not loaded; 2025Q4: 19,136 shares; 2026Q1: 18,344 shares; 2026Q2: 18,032 shares; 2026Q3: 14,767 shares 14,767 $445K 0.03% -3,265 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,036 shares; 2025Q1: 1,032 shares; 2025Q2: 1,046 shares; 2025Q3: not loaded; 2025Q4: 1,041 shares; 2026Q1: 1,068 shares; 2026Q2: 1,051 shares; 2026Q3: 1,046 shares 1,046 $441K 0.02% -5 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,877 shares; 2025Q1: 1,983 shares; 2025Q2: 2,005 shares; 2025Q3: not loaded; 2025Q4: 2,038 shares; 2026Q1: 1,758 shares; 2026Q2: 1,759 shares; 2026Q3: 1,703 shares 1,703 $438K 0.02% -56 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: 771 shares; 2025Q1: 817 shares; 2025Q2: 821 shares; 2025Q3: not loaded; 2025Q4: 546 shares; 2026Q1: 538 shares; 2026Q2: 638 shares; 2026Q3: 645 shares 645 $433K 0.02% +7 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,039 shares; 2025Q2: 1,314 shares; 2025Q3: not loaded; 2025Q4: 1,454 shares; 2026Q1: 1,312 shares; 2026Q2: 1,337 shares; 2026Q3: 1,341 shares 1,341 $419K 0.02% +4 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,390 shares; 2025Q1: 1,247 shares; 2025Q2: 1,619 shares; 2025Q3: not loaded; 2025Q4: 1,895 shares; 2026Q1: 1,876 shares; 2026Q2: 1,738 shares; 2026Q3: 1,541 shares 1,541 $417K 0.02% -197 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 693 shares; 2025Q1: 703 shares; 2025Q2: 659 shares; 2025Q3: not loaded; 2025Q4: 788 shares; 2026Q1: 658 shares; 2026Q2: 468 shares; 2026Q3: 487 shares 487 $416K 0.02% +19 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,661 shares; 2025Q1: 5,661 shares; 2025Q2: 5,003 shares; 2025Q3: not loaded; 2025Q4: 4,983 shares; 2026Q1: 4,210 shares; 2026Q2: 4,330 shares; 2026Q3: 4,330 shares 4,330 $397K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,053 shares; 2025Q1: 2,964 shares; 2025Q2: 3,275 shares; 2025Q3: not loaded; 2025Q4: 2,449 shares; 2026Q1: 2,176 shares; 2026Q2: 2,164 shares; 2026Q3: 2,034 shares 2,034 $388K 0.02% -130 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,688 shares; 2026Q3: 3,221 shares 3,221 $387K 0.02% +1,533 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: 2,048 shares; 2025Q1: 2,122 shares; 2025Q2: 2,119 shares; 2025Q3: not loaded; 2025Q4: 1,872 shares; 2026Q1: 2,001 shares; 2026Q2: 2,059 shares; 2026Q3: 2,054 shares 2,054 $381K 0.02% -5 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 9,131 shares; 2026Q1: 7,231 shares; 2026Q2: 8,419 shares; 2026Q3: 8,314 shares 8,314 $381K 0.02% -105 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 loaded; 2025Q4: 887 shares; 2026Q1: 808 shares; 2026Q2: 929 shares; 2026Q3: 929 shares 929 $369K 0.02% 0 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 loaded; 2025Q4: 816 shares; 2026Q1: 691 shares; 2026Q2: 726 shares; 2026Q3: 721 shares 721 $369K 0.02% -5 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,135 shares 4,135 $353K 0.02% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,631 shares; 2025Q2: 7,176 shares; 2025Q3: not loaded; 2025Q4: 6,674 shares; 2026Q1: 7,220 shares; 2026Q2: 7,591 shares; 2026Q3: 4,227 shares 4,227 $347K 0.02% -3,364 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,820 shares; 2025Q2: 3,045 shares; 2025Q3: not loaded; 2025Q4: 3,040 shares; 2026Q1: 3,100 shares; 2026Q2: 2,545 shares; 2026Q3: 2,681 shares 2,681 $347K 0.02% +136 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 376 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 440 shares 440 $336K 0.02% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,610 shares; 2025Q1: 14,610 shares; 2025Q2: 14,213 shares; 2025Q3: not loaded; 2025Q4: 9,891 shares; 2026Q1: 9,768 shares; 2026Q2: 9,768 shares; 2026Q3: 9,768 shares 9,768 $332K 0.02% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,402 shares; 2026Q3: 7,463 shares 7,463 $332K 0.02% -939 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: 7,195 shares; 2025Q2: 6,233 shares; 2025Q3: not loaded; 2025Q4: 9,733 shares; 2026Q1: 9,990 shares; 2026Q2: 8,430 shares; 2026Q3: 6,749 shares 6,749 $329K 0.02% -1,681 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: 1,244 shares; 2025Q1: 1,738 shares; 2025Q2: 1,302 shares; 2025Q3: not loaded; 2025Q4: 1,480 shares; 2026Q1: 1,192 shares; 2026Q2: 1,219 shares; 2026Q3: 1,195 shares 1,195 $328K 0.02% -24 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,531 shares; 2025Q1: 3,456 shares; 2025Q2: 5,173 shares; 2025Q3: not loaded; 2025Q4: 6,523 shares; 2026Q1: 2,818 shares; 2026Q2: 2,504 shares; 2026Q3: 3,046 shares 3,046 $328K 0.02% +542 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: 717 shares; 2025Q1: 940 shares; 2025Q2: 1,072 shares; 2025Q3: not loaded; 2025Q4: 1,626 shares; 2026Q1: not reported; 2026Q2: 1,293 shares; 2026Q3: 1,249 shares 1,249 $322K 0.02% -44 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 5,262 shares; 2026Q1: not reported; 2026Q2: 5,668 shares; 2026Q3: 5,688 shares 5,688 $310K 0.02% +20 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 4,306 shares; 2026Q2: 8,311 shares; 2026Q3: 6,563 shares 6,563 $302K 0.02% -1,748 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: not loaded; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares; 2026Q3: 175 shares 175 $300K 0.02% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,412 shares; 2025Q1: 6,659 shares; 2025Q2: 6,813 shares; 2025Q3: not loaded; 2025Q4: 8,195 shares; 2026Q1: 7,806 shares; 2026Q2: 6,585 shares; 2026Q3: 5,397 shares 5,397 $296K 0.02% -1,188 Timeline IUSG 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,231 shares; 2026Q3: 1,527 shares 1,527 $296K 0.02% +296 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,557 shares; 2026Q1: 10,682 shares; 2026Q2: 10,525 shares; 2026Q3: 9,250 shares 9,250 $294K 0.02% -1,275 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,404 shares; 2025Q1: 2,070 shares; 2025Q2: 2,014 shares; 2025Q3: not loaded; 2025Q4: 3,210 shares; 2026Q1: 2,437 shares; 2026Q2: 2,272 shares; 2026Q3: 1,803 shares 1,803 $294K 0.02% -469 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,610 shares; 2025Q2: 6,168 shares; 2025Q3: not loaded; 2025Q4: 6,040 shares; 2026Q1: 5,546 shares; 2026Q2: 5,824 shares; 2026Q3: 5,877 shares 5,877 $291K 0.02% +53 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: 2,446 shares; 2025Q1: 2,351 shares; 2025Q2: 2,493 shares; 2025Q3: not loaded; 2025Q4: 2,738 shares; 2026Q1: 2,429 shares; 2026Q2: 2,551 shares; 2026Q3: 2,186 shares 2,186 $289K 0.02% -365 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: 6,718 shares; 2025Q1: 7,123 shares; 2025Q2: 7,381 shares; 2025Q3: not loaded; 2025Q4: 3,644 shares; 2026Q1: 3,507 shares; 2026Q2: 3,004 shares; 2026Q3: 2,264 shares 2,264 $287K 0.02% -740 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: 724 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,410 shares; 2026Q1: 1,116 shares; 2026Q2: not reported; 2026Q3: 1,210 shares 1,210 $278K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 313 shares; 2025Q3: not loaded; 2025Q4: 302 shares; 2026Q1: 282 shares; 2026Q2: 290 shares; 2026Q3: 303 shares 303 $273K 0.02% +13 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,007 shares; 2025Q1: 2,007 shares; 2025Q2: 2,007 shares; 2025Q3: not loaded; 2025Q4: 2,007 shares; 2026Q1: 2,007 shares; 2026Q2: 2,007 shares; 2026Q3: 2,007 shares 2,007 $271K 0.02% 0 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: 364 shares; 2025Q1: 364 shares; 2025Q2: 400 shares; 2025Q3: not loaded; 2025Q4: 355 shares; 2026Q1: 331 shares; 2026Q2: 1,385 shares; 2026Q3: 1,389 shares 1,389 $271K 0.02% +4 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,148 shares; 2026Q3: 3,259 shares 3,259 $261K 0.01% +111 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,744 shares; 2025Q1: 4,102 shares; 2025Q2: 4,067 shares; 2025Q3: not loaded; 2025Q4: 4,015 shares; 2026Q1: 4,025 shares; 2026Q2: 4,046 shares; 2026Q3: 4,065 shares 4,065 $261K 0.01% +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: 1,535 shares; 2025Q3: not loaded; 2025Q4: 1,545 shares; 2026Q1: 1,533 shares; 2026Q2: 1,654 shares; 2026Q3: 1,636 shares 1,636 $254K 0.01% -18 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,293 shares 1,293 $253K 0.01% new 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: 1,429 shares; 2025Q1: 1,502 shares; 2025Q2: 1,485 shares; 2025Q3: not loaded; 2025Q4: 1,463 shares; 2026Q1: 1,264 shares; 2026Q2: not reported; 2026Q3: 1,329 shares 1,329 $244K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 9,438 shares; 2026Q1: 10,079 shares; 2026Q2: not reported; 2026Q3: 9,961 shares 9,961 $243K 0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 255 shares; 2026Q2: 257 shares; 2026Q3: 254 shares 254 $241K 0.01% -3 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 loaded; 2025Q4: 663 shares; 2026Q1: 732 shares; 2026Q2: 739 shares; 2026Q3: 739 shares 739 $240K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,378 shares; 2025Q1: 1,787 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,981 shares; 2026Q1: 1,738 shares; 2026Q2: 1,738 shares; 2026Q3: 1,738 shares 1,738 $239K 0.01% 0 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: 1,489 shares; 2025Q1: 2,083 shares; 2025Q2: 1,612 shares; 2025Q3: not loaded; 2025Q4: 909 shares; 2026Q1: 858 shares; 2026Q2: 851 shares; 2026Q3: 853 shares 853 $232K 0.01% +2 Timeline IXN 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,565 shares; 2026Q3: 1,565 shares 1,565 $232K 0.01% 0 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 7,384 shares; 2026Q2: 7,384 shares; 2026Q3: 7,384 shares 7,384 $231K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 6,885 shares; 2026Q1: 6,885 shares; 2026Q2: 6,885 shares; 2026Q3: 6,885 shares 6,885 $229K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,793 shares; 2026Q1: 2,342 shares; 2026Q2: not reported; 2026Q3: 2,340 shares 2,340 $229K 0.01% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 582 shares; 2026Q1: 582 shares; 2026Q2: 582 shares; 2026Q3: 598 shares 598 $228K 0.01% +16 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,668 shares; 2025Q1: 8,090 shares; 2025Q2: 8,136 shares; 2025Q3: not loaded; 2025Q4: 8,208 shares; 2026Q1: 3,905 shares; 2026Q2: 4,055 shares; 2026Q3: 3,905 shares 3,905 $224K 0.01% -150 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 304 shares; 2026Q1: 236 shares; 2026Q2: 227 shares; 2026Q3: 233 shares 233 $223K 0.01% +6 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 235 shares; 2026Q3: 239 shares 239 $220K 0.01% +4 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 551 shares 551 $219K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 881 shares; 2026Q3: 773 shares 773 $217K 0.01% -108 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,093 shares; 2026Q1: 756 shares; 2026Q2: 757 shares; 2026Q3: 753 shares 753 $215K 0.01% -4 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: 1,760 shares; 2025Q1: 1,606 shares; 2025Q2: 1,813 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,084 shares; 2026Q3: 1,162 shares 1,162 $214K 0.01% +78 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,485 shares; 2026Q3: 2,485 shares 2,485 $213K 0.01% 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: 1,998 shares; 2025Q1: not reported; 2025Q2: 1,883 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,988 shares 1,988 $209K 0.01% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 5,022 shares; 2026Q2: not reported; 2026Q3: 4,914 shares 4,914 $204K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,559 shares; 2026Q1: 2,760 shares; 2026Q2: 2,841 shares; 2026Q3: 2,689 shares 2,689 $204K 0.01% -152 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 659 shares; 2025Q1: 654 shares; 2025Q2: 518 shares; 2025Q3: not loaded; 2025Q4: 558 shares; 2026Q1: not reported; 2026Q2: 442 shares; 2026Q3: 446 shares 446 $203K 0.01% +4 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,067 shares; 2025Q1: 18,067 shares; 2025Q2: 18,067 shares; 2025Q3: not loaded; 2025Q4: 18,067 shares; 2026Q1: 18,067 shares; 2026Q2: 18,067 shares; 2026Q3: 18,067 shares 18,067 $201K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,106 shares 10,106 $140K 0.01% new Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,918 shares; 2025Q1: 16,081 shares; 2025Q2: 16,790 shares; 2025Q3: not loaded; 2025Q4: 18,983 shares; 2026Q1: 16,235 shares; 2026Q2: 14,892 shares; 2026Q3: 15,324 shares 15,324 $131K 0.01% +432 Timeline