AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,501,882 shares; 2024Q4: 2,483,925 shares; 2025Q1: 2,476,011 shares; 2025Q2: 2,481,545 shares; 2025Q3: 2,358,756 shares; 2025Q4: 2,371,358 shares; 2026Q1: 2,326,481 shares; 2026Q2: 2,265,185 shares 2,265,185 $655M 5.66% -61,296 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,913 shares; 2024Q4: 469,194 shares; 2025Q1: 401,432 shares; 2025Q2: 439,841 shares; 2025Q3: 473,654 shares; 2025Q4: 731,349 shares; 2026Q1: 610,802 shares; 2026Q2: 659,358 shares 659,358 $494M 4.26% +48,556 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: 1,476,755 shares; 2024Q4: 1,472,791 shares; 2025Q1: 1,455,065 shares; 2025Q2: 1,446,522 shares; 2025Q3: 1,388,400 shares; 2025Q4: 1,376,816 shares; 2026Q1: 1,359,070 shares; 2026Q2: 1,330,284 shares 1,330,284 $435M 3.76% -28,786 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: 1,233,906 shares; 2024Q4: 1,227,549 shares; 2025Q1: 1,223,480 shares; 2025Q2: 1,217,034 shares; 2025Q3: 1,171,687 shares; 2025Q4: 1,167,460 shares; 2026Q1: 1,177,366 shares; 2026Q2: 1,159,042 shares 1,159,042 $432M 3.73% -18,324 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: 1,295,366 shares; 2024Q4: 1,382,484 shares; 2025Q1: 1,523,930 shares; 2025Q2: 1,611,232 shares; 2025Q3: 1,678,735 shares; 2025Q4: 1,720,275 shares; 2026Q1: 1,777,971 shares; 2026Q2: 1,831,381 shares 1,831,381 $402M 3.47% +53,410 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: 912,327 shares; 2024Q4: 884,936 shares; 2025Q1: 1,047,637 shares; 2025Q2: 1,013,025 shares; 2025Q3: 1,010,078 shares; 2025Q4: 1,029,990 shares; 2026Q1: 1,048,729 shares; 2026Q2: 1,035,306 shares 1,035,306 $370M 3.19% -13,423 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: 1,949,036 shares; 2024Q4: 1,864,972 shares; 2025Q1: 1,836,311 shares; 2025Q2: 1,821,344 shares; 2025Q3: 1,777,197 shares; 2025Q4: 1,721,262 shares; 2026Q1: 1,691,566 shares; 2026Q2: 1,660,453 shares 1,660,453 $315M 2.72% -31,113 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: 2,755,982 shares; 2024Q4: 2,831,076 shares; 2025Q1: 2,771,885 shares; 2025Q2: 2,838,172 shares; 2025Q3: 2,820,948 shares; 2025Q4: 2,852,821 shares; 2026Q1: 2,963,954 shares; 2026Q2: 3,097,076 shares 3,097,076 $299M 2.58% +133,122 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: 621,635 shares; 2024Q4: 622,873 shares; 2025Q1: 616,034 shares; 2025Q2: 615,533 shares; 2025Q3: 561,933 shares; 2025Q4: 557,714 shares; 2026Q1: 555,296 shares; 2026Q2: 540,574 shares 540,574 $278M 2.4% -14,722 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: 767,863 shares; 2024Q4: 773,696 shares; 2025Q1: 973,633 shares; 2025Q2: 942,466 shares; 2025Q3: 930,457 shares; 2025Q4: 1,059,654 shares; 2026Q1: 1,224,316 shares; 2026Q2: 1,327,685 shares 1,327,685 $266M 2.29% +103,369 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: 305,195 shares; 2024Q4: 304,098 shares; 2025Q1: 300,411 shares; 2025Q2: 297,649 shares; 2025Q3: 293,904 shares; 2025Q4: 291,906 shares; 2026Q1: 290,156 shares; 2026Q2: 283,676 shares 283,676 $265M 2.29% -6,480 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: 311,706 shares; 2025Q1: 311,603 shares; 2025Q2: 311,879 shares; 2025Q3: 306,510 shares; 2025Q4: 303,797 shares; 2026Q1: 300,307 shares; 2026Q2: 275,074 shares 275,074 $265M 2.28% -25,233 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: 1,201,143 shares; 2024Q4: 1,166,295 shares; 2025Q1: 1,147,774 shares; 2025Q2: 1,132,573 shares; 2025Q3: 1,048,358 shares; 2025Q4: 1,039,300 shares; 2026Q1: 1,019,322 shares; 2026Q2: 996,670 shares 996,670 $253M 2.18% -22,652 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: 3,331,137 shares; 2024Q4: 3,153,862 shares; 2025Q1: 2,974,512 shares; 2025Q2: 2,970,788 shares; 2025Q3: 2,896,445 shares; 2025Q4: 2,882,452 shares; 2026Q1: 2,947,980 shares; 2026Q2: 3,018,810 shares 3,018,810 $250M 2.16% +70,830 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: 1,718,794 shares; 2024Q4: 1,724,170 shares; 2025Q1: 1,713,109 shares; 2025Q2: 1,710,797 shares; 2025Q3: 1,690,361 shares; 2025Q4: 1,690,047 shares; 2026Q1: 1,604,759 shares; 2026Q2: 1,599,222 shares 1,599,222 $237M 2.05% -5,537 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: 1,777,236 shares; 2024Q4: 1,771,668 shares; 2025Q1: 1,737,582 shares; 2025Q2: 1,720,731 shares; 2025Q3: 1,688,540 shares; 2025Q4: 1,625,160 shares; 2026Q1: 1,563,065 shares; 2026Q2: 1,528,633 shares 1,528,633 $232M 2% -34,432 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,248,631 shares; 2024Q4: 2,193,753 shares; 2025Q1: 2,084,745 shares; 2025Q2: 2,104,704 shares; 2025Q3: 2,080,765 shares; 2025Q4: 2,076,091 shares; 2026Q1: 2,158,636 shares; 2026Q2: 2,368,819 shares 2,368,819 $229M 1.97% +210,183 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: 3,515 shares; 2024Q4: 38,075 shares; 2025Q1: 69,389 shares; 2025Q2: 107,621 shares; 2025Q3: 156,807 shares; 2025Q4: 161,300 shares; 2026Q1: 167,422 shares; 2026Q2: 165,960 shares 165,960 $199M 1.72% -1,462 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: 2,521,018 shares; 2024Q4: 2,539,454 shares; 2025Q1: 2,556,279 shares; 2025Q2: 2,573,583 shares; 2025Q3: 2,573,761 shares; 2025Q4: 2,585,227 shares; 2026Q1: 2,482,054 shares; 2026Q2: 2,487,429 shares 2,487,429 $192M 1.66% +5,375 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,269,422 shares; 2024Q4: 1,490,395 shares; 2025Q1: 2,121,705 shares; 2025Q2: 2,464,525 shares; 2025Q3: 2,824,187 shares; 2025Q4: 3,213,656 shares; 2026Q1: 3,699,020 shares; 2026Q2: 3,993,467 shares 3,993,467 $180M 1.55% +294,447 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,647,368 shares; 2024Q4: 1,675,030 shares; 2025Q1: 1,638,029 shares; 2025Q2: 1,661,796 shares; 2025Q3: 1,651,250 shares; 2025Q4: 1,639,520 shares; 2026Q1: 1,660,500 shares; 2026Q2: 1,704,861 shares 1,704,861 $176M 1.52% +44,361 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,868 shares; 2024Q4: 381,816 shares; 2025Q1: 397,732 shares; 2025Q2: 376,351 shares; 2025Q3: 367,950 shares; 2025Q4: 357,144 shares; 2026Q1: 356,000 shares; 2026Q2: 388,713 shares 388,713 $166M 1.43% +32,713 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: 1,560,258 shares; 2024Q4: 1,614,522 shares; 2025Q1: 1,777,747 shares; 2025Q2: 1,723,536 shares; 2025Q3: 1,755,450 shares; 2025Q4: 1,756,079 shares; 2026Q1: 1,762,897 shares; 2026Q2: 1,728,447 shares 1,728,447 $152M 1.31% -34,450 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: 1,256,763 shares; 2024Q4: 1,228,047 shares; 2025Q1: 1,236,934 shares; 2025Q2: 1,226,723 shares; 2025Q3: 1,193,532 shares; 2025Q4: 1,129,202 shares; 2026Q1: 1,139,111 shares; 2026Q2: 1,108,434 shares 1,108,434 $150M 1.3% -30,677 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: 918,258 shares; 2024Q4: 900,248 shares; 2025Q1: 862,123 shares; 2025Q2: 860,564 shares; 2025Q3: 841,023 shares; 2025Q4: 817,904 shares; 2026Q1: 801,571 shares; 2026Q2: 678,832 shares 678,832 $150M 1.29% -122,739 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: 1,013,607 shares; 2024Q4: 949,346 shares; 2025Q1: 963,198 shares; 2025Q2: 967,665 shares; 2025Q3: 952,684 shares; 2025Q4: 855,407 shares; 2026Q1: 897,154 shares; 2026Q2: 883,876 shares 883,876 $147M 1.26% -13,278 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,361 shares; 2024Q4: 383,870 shares; 2025Q1: 377,077 shares; 2025Q2: 320,998 shares; 2025Q3: 314,338 shares; 2025Q4: 311,749 shares; 2026Q1: 308,020 shares; 2026Q2: 314,182 shares 314,182 $128M 1.1% +6,162 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: 20,940 shares; 2024Q4: 21,415 shares; 2025Q1: 22,312 shares; 2025Q2: 21,991 shares; 2025Q3: 22,105 shares; 2025Q4: 106,276 shares; 2026Q1: 265,965 shares; 2026Q2: 332,484 shares 332,484 $126M 1.08% +66,519 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: 224,298 shares; 2024Q4: 208,960 shares; 2025Q1: 220,235 shares; 2025Q2: 228,066 shares; 2025Q3: 224,224 shares; 2025Q4: 227,170 shares; 2026Q1: 226,910 shares; 2026Q2: 218,118 shares 218,118 $109M 0.94% -8,792 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: 1,206,300 shares; 2024Q4: 1,197,915 shares; 2025Q1: 1,059,833 shares; 2025Q2: 1,037,794 shares; 2025Q3: 980,767 shares; 2025Q4: 971,991 shares; 2026Q1: 964,983 shares; 2026Q2: 928,781 shares 928,781 $109M 0.94% -36,202 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394,654 shares; 2024Q4: 539,954 shares; 2025Q1: 735,085 shares; 2025Q2: 871,692 shares; 2025Q3: 1,686,162 shares; 2025Q4: 1,796,770 shares; 2026Q1: 1,959,963 shares; 2026Q2: 2,146,668 shares 2,146,668 $108M 0.94% +186,705 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548,608 shares; 2024Q4: 553,146 shares; 2025Q1: 702,452 shares; 2025Q2: 702,502 shares; 2025Q3: 694,687 shares; 2025Q4: 645,908 shares; 2026Q1: 635,040 shares; 2026Q2: 630,122 shares 630,122 $107M 0.92% -4,918 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: 7,183 shares; 2024Q4: 6,174 shares; 2025Q1: 6,443 shares; 2025Q2: 7,586 shares; 2025Q3: 96,314 shares; 2025Q4: 105,601 shares; 2026Q1: 211,649 shares; 2026Q2: 177,284 shares 177,284 $99.9M 0.86% -34,365 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: 446,840 shares 446,840 $98.8M 0.85% new 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: 1,414,265 shares; 2024Q4: 1,407,400 shares; 2025Q1: 1,382,763 shares; 2025Q2: 1,372,988 shares; 2025Q3: 1,343,016 shares; 2025Q4: 1,308,260 shares; 2026Q1: 1,265,277 shares; 2026Q2: 1,212,623 shares 1,212,623 $98.5M 0.85% -52,654 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337,040 shares; 2024Q4: 340,218 shares; 2025Q1: 386,749 shares; 2025Q2: 385,302 shares; 2025Q3: 380,085 shares; 2025Q4: 351,168 shares; 2026Q1: 346,117 shares; 2026Q2: 296,930 shares 296,930 $98.5M 0.85% -49,187 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: 381,107 shares; 2024Q4: 398,871 shares; 2025Q1: 410,638 shares; 2025Q2: 425,568 shares; 2025Q3: 389,127 shares; 2025Q4: 402,947 shares; 2026Q1: 402,828 shares; 2026Q2: 396,730 shares 396,730 $93.9M 0.81% -6,098 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: 417,335 shares 417,335 $93.4M 0.81% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,108 shares; 2024Q4: 218,312 shares; 2025Q1: 236,290 shares; 2025Q2: 236,941 shares; 2025Q3: 236,643 shares; 2025Q4: 241,553 shares; 2026Q1: 243,111 shares; 2026Q2: 239,434 shares 239,434 $88.6M 0.76% -3,677 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: 1,932,071 shares; 2024Q4: 1,998,750 shares; 2025Q1: 1,730,461 shares; 2025Q2: 1,718,801 shares; 2025Q3: 1,762,433 shares; 2025Q4: 1,841,663 shares; 2026Q1: 1,935,029 shares; 2026Q2: 1,656,261 shares 1,656,261 $86.8M 0.75% -278,768 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: 105,633 shares; 2024Q4: 104,760 shares; 2025Q1: 103,741 shares; 2025Q2: 116,085 shares; 2025Q3: 115,539 shares; 2025Q4: 118,953 shares; 2026Q1: 116,631 shares; 2026Q2: 115,343 shares 115,343 $86.1M 0.74% -1,288 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: 415,468 shares; 2024Q4: 416,726 shares; 2025Q1: 415,924 shares; 2025Q2: 415,522 shares; 2025Q3: 406,590 shares; 2025Q4: 368,755 shares; 2026Q1: 328,083 shares; 2026Q2: 293,540 shares 293,540 $86.1M 0.74% -34,543 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: 575,582 shares; 2024Q4: 578,669 shares; 2025Q1: 519,565 shares; 2025Q2: 433,930 shares; 2025Q3: 418,640 shares; 2025Q4: 248,015 shares; 2026Q1: 296,013 shares; 2026Q2: 280,531 shares 280,531 $83.6M 0.72% -15,482 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,261 shares; 2024Q4: 140,367 shares; 2025Q1: 137,950 shares; 2025Q2: 135,084 shares; 2025Q3: 114,506 shares; 2025Q4: 113,705 shares; 2026Q1: 112,395 shares; 2026Q2: 109,798 shares 109,798 $83M 0.72% -2,597 Timeline VPL 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: 1,011,615 shares; 2024Q4: 964,841 shares; 2025Q1: 900,003 shares; 2025Q2: 870,368 shares; 2025Q3: 835,904 shares; 2025Q4: 803,402 shares; 2026Q1: 763,251 shares; 2026Q2: 700,993 shares 700,993 $81.1M 0.7% -62,258 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: 212,048 shares; 2024Q4: 214,554 shares; 2025Q1: 232,846 shares; 2025Q2: 234,955 shares; 2025Q3: 236,523 shares; 2025Q4: 246,675 shares; 2026Q1: 261,097 shares; 2026Q2: 255,083 shares 255,083 $80.3M 0.69% -6,014 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: 1,134,321 shares; 2024Q4: 1,178,632 shares; 2025Q1: 1,225,608 shares; 2025Q2: 1,240,839 shares; 2025Q3: 1,301,499 shares; 2025Q4: 1,372,890 shares; 2026Q1: 1,466,937 shares; 2026Q2: 1,510,294 shares 1,510,294 $80.3M 0.69% +43,357 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580,463 shares; 2024Q4: 592,789 shares; 2025Q1: 610,484 shares; 2025Q2: 621,236 shares; 2025Q3: 642,395 shares; 2025Q4: 666,530 shares; 2026Q1: 708,230 shares; 2026Q2: 728,697 shares 728,697 $74.4M 0.64% +20,467 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: 686,753 shares; 2024Q4: 683,711 shares; 2025Q1: 668,750 shares; 2025Q2: 670,123 shares; 2025Q3: 764,216 shares; 2025Q4: 697,546 shares; 2026Q1: 744,357 shares; 2026Q2: 593,342 shares 593,342 $73.8M 0.64% -151,015 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: 1,690,629 shares; 2024Q4: 1,675,683 shares; 2025Q1: 1,670,822 shares; 2025Q2: 1,694,056 shares; 2025Q3: 1,416,882 shares; 2025Q4: 1,266,437 shares; 2026Q1: 551,487 shares; 2026Q2: 494,037 shares 494,037 $72.4M 0.62% -57,450 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: 248,903 shares; 2024Q4: 246,373 shares; 2025Q1: 243,739 shares; 2025Q2: 242,674 shares; 2025Q3: 255,386 shares; 2025Q4: 253,719 shares; 2026Q1: 251,337 shares; 2026Q2: 249,568 shares 249,568 $67.5M 0.58% -1,769 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,259 shares; 2024Q4: 29,712 shares; 2025Q1: 34,209 shares; 2025Q2: 33,376 shares; 2025Q3: 33,061 shares; 2025Q4: 33,581 shares; 2026Q1: 33,542 shares; 2026Q2: 33,038 shares 33,038 $65.7M 0.57% -504 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 748,035 shares; 2024Q4: 764,747 shares; 2025Q1: 750,877 shares; 2025Q2: 747,101 shares; 2025Q3: 740,093 shares; 2025Q4: 727,730 shares; 2026Q1: 735,394 shares; 2026Q2: 742,447 shares 742,447 $63.5M 0.55% +7,053 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: 257,657 shares; 2024Q4: 254,072 shares; 2025Q1: 251,831 shares; 2025Q2: 239,860 shares; 2025Q3: 237,357 shares; 2025Q4: 291,714 shares; 2026Q1: 330,179 shares; 2026Q2: 344,350 shares 344,350 $62.3M 0.54% +14,171 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,117,590 shares; 2024Q4: 1,005,191 shares; 2025Q1: 1,042,706 shares; 2025Q2: 1,060,146 shares; 2025Q3: 1,053,237 shares; 2025Q4: 1,050,128 shares; 2026Q1: 1,054,563 shares; 2026Q2: 715,170 shares 715,170 $55.9M 0.48% -339,393 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,251 shares; 2024Q4: 263,268 shares; 2025Q1: 357,014 shares; 2025Q2: 450,844 shares; 2025Q3: 555,869 shares; 2025Q4: 660,772 shares; 2026Q1: 866,151 shares; 2026Q2: 1,095,233 shares 1,095,233 $54.3M 0.47% +229,082 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: 29,943 shares; 2024Q4: 29,872 shares; 2025Q1: 29,664 shares; 2025Q2: 330,352 shares; 2025Q3: 332,115 shares; 2025Q4: 187,422 shares; 2026Q1: 234,364 shares; 2026Q2: 243,156 shares 243,156 $54.2M 0.47% +8,792 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: 10,196 shares; 2024Q4: 10,096 shares; 2025Q1: 9,846 shares; 2025Q2: 8,000 shares; 2025Q3: 59,980 shares; 2025Q4: 53,275 shares; 2026Q1: 84,186 shares; 2026Q2: 93,797 shares 93,797 $48.7M 0.42% +9,611 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: 761,308 shares; 2024Q4: 705,923 shares; 2025Q1: 658,679 shares; 2025Q2: 644,647 shares; 2025Q3: 617,525 shares; 2025Q4: 585,857 shares; 2026Q1: 557,035 shares; 2026Q2: 508,490 shares 508,490 $45M 0.39% -48,545 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,498 shares; 2024Q4: 11,690 shares; 2025Q1: 12,031 shares; 2025Q2: 182,263 shares; 2025Q3: 181,976 shares; 2025Q4: 332,697 shares; 2026Q1: 235,655 shares; 2026Q2: 232,661 shares 232,661 $44.3M 0.38% -2,994 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,259 shares 105,259 $43.7M 0.38% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,494 shares; 2024Q4: 207,734 shares; 2025Q1: 205,894 shares; 2025Q2: 204,447 shares; 2025Q3: 201,054 shares; 2025Q4: 200,599 shares; 2026Q1: 209,460 shares; 2026Q2: 210,305 shares 210,305 $42.4M 0.37% +845 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,100 shares; 2024Q4: 145,407 shares; 2025Q1: 151,865 shares; 2025Q2: 161,911 shares; 2025Q3: 158,847 shares; 2025Q4: 131,887 shares; 2026Q1: 121,461 shares; 2026Q2: 116,422 shares 116,422 $40M 0.35% -5,039 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,301 shares; 2024Q4: 288,414 shares; 2025Q1: 282,737 shares; 2025Q2: 276,464 shares; 2025Q3: 269,970 shares; 2025Q4: 265,742 shares; 2026Q1: 262,400 shares; 2026Q2: 258,271 shares 258,271 $37.7M 0.33% -4,129 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: 101,924 shares; 2024Q4: 99,316 shares; 2025Q1: 103,520 shares; 2025Q2: 125,743 shares; 2025Q3: 104,489 shares; 2025Q4: 105,288 shares; 2026Q1: 105,336 shares; 2026Q2: 105,574 shares 105,574 $37.3M 0.32% +238 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: 112,288 shares; 2024Q4: 111,282 shares; 2025Q1: 108,100 shares; 2025Q2: 108,326 shares; 2025Q3: 105,652 shares; 2025Q4: 104,417 shares; 2026Q1: 105,271 shares; 2026Q2: 103,215 shares 103,215 $36.4M 0.31% -2,056 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,305 shares; 2024Q4: 251,761 shares; 2025Q1: 280,521 shares; 2025Q2: 271,360 shares; 2025Q3: 268,508 shares; 2025Q4: 260,948 shares; 2026Q1: 263,483 shares; 2026Q2: 190,713 shares 190,713 $35.2M 0.3% -72,770 Timeline VGSH 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: 452,050 shares; 2025Q3: 489,480 shares; 2025Q4: 529,358 shares; 2026Q1: 582,508 shares; 2026Q2: 604,658 shares 604,658 $35.2M 0.3% +22,150 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: 755,212 shares; 2024Q4: 729,069 shares; 2025Q1: 554,189 shares; 2025Q2: 309,256 shares; 2025Q3: 289,639 shares; 2025Q4: 279,635 shares; 2026Q1: 277,400 shares; 2026Q2: 272,415 shares 272,415 $35M 0.3% -4,985 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536,418 shares; 2024Q4: 585,358 shares; 2025Q1: 655,737 shares; 2025Q2: 671,563 shares; 2025Q3: 674,664 shares; 2025Q4: 728,429 shares; 2026Q1: 743,743 shares; 2026Q2: 740,320 shares 740,320 $34.9M 0.3% -3,423 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,513 shares; 2024Q4: 149,069 shares; 2025Q1: 153,523 shares; 2025Q2: 156,558 shares; 2025Q3: 166,057 shares; 2025Q4: 172,840 shares; 2026Q1: 190,662 shares; 2026Q2: 359,936 shares 359,936 $34M 0.29% +169,274 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460,559 shares; 2024Q4: 463,733 shares; 2025Q1: 460,731 shares; 2025Q2: 457,597 shares; 2025Q3: 443,876 shares; 2025Q4: 420,772 shares; 2026Q1: 428,375 shares; 2026Q2: 417,635 shares 417,635 $34M 0.29% -10,740 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,070 shares; 2025Q3: 137,054 shares; 2025Q4: 164,778 shares; 2026Q1: 236,938 shares; 2026Q2: 263,796 shares 263,796 $33.7M 0.29% +26,858 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,875 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,875 shares; 2025Q4: 4,875 shares; 2026Q1: 18,775 shares; 2026Q2: 355,940 shares 355,940 $32.2M 0.28% +337,165 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: 236,764 shares; 2024Q4: 230,033 shares; 2025Q1: 227,247 shares; 2025Q2: 226,181 shares; 2025Q3: 208,587 shares; 2025Q4: 205,704 shares; 2026Q1: 204,266 shares; 2026Q2: 202,276 shares 202,276 $29.7M 0.26% -1,990 Timeline BRK-A 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $28.5M 0.25% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,804 shares; 2024Q4: 86,597 shares; 2025Q1: 88,323 shares; 2025Q2: 87,465 shares; 2025Q3: 80,113 shares; 2025Q4: 80,764 shares; 2026Q1: 84,102 shares; 2026Q2: 81,135 shares 81,135 $27.8M 0.24% -2,967 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: 259,443 shares; 2024Q4: 258,455 shares; 2025Q1: 254,556 shares; 2025Q2: 252,650 shares; 2025Q3: 243,676 shares; 2025Q4: 241,748 shares; 2026Q1: 130,290 shares; 2026Q2: 121,892 shares 121,892 $27.3M 0.24% -8,398 Timeline FNDX 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: 282,371 shares; 2024Q4: 852,743 shares; 2025Q1: 984,960 shares; 2025Q2: 982,252 shares; 2025Q3: 872,707 shares; 2025Q4: 874,656 shares; 2026Q1: 900,180 shares; 2026Q2: 838,768 shares 838,768 $26.1M 0.23% -61,412 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417,225 shares; 2024Q4: 1,413,624 shares; 2025Q1: 1,410,513 shares; 2025Q2: 1,396,492 shares; 2025Q3: 1,424,189 shares; 2025Q4: 867,558 shares; 2026Q1: 610,650 shares; 2026Q2: 600,020 shares 600,020 $25.4M 0.22% -10,630 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: 58,616 shares; 2024Q4: 58,071 shares; 2025Q1: 57,674 shares; 2025Q2: 58,215 shares; 2025Q3: 53,925 shares; 2025Q4: 50,362 shares; 2026Q1: 48,327 shares; 2026Q2: 199,118 shares 199,118 $24.7M 0.21% +150,791 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: 29,980 shares; 2024Q4: 29,304 shares; 2025Q1: 98,661 shares; 2025Q2: 102,624 shares; 2025Q3: 106,697 shares; 2025Q4: 108,328 shares; 2026Q1: 108,921 shares; 2026Q2: 105,346 shares 105,346 $22M 0.19% -3,575 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: 38,688 shares; 2024Q4: 38,217 shares; 2025Q1: 37,803 shares; 2025Q2: 41,900 shares; 2025Q3: 41,724 shares; 2025Q4: 41,528 shares; 2026Q1: 40,547 shares; 2026Q2: 40,161 shares 40,161 $20.5M 0.18% -386 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: 95,309 shares; 2024Q4: 95,655 shares; 2025Q1: 95,505 shares; 2025Q2: 95,109 shares; 2025Q3: 83,431 shares; 2025Q4: 82,794 shares; 2026Q1: 81,759 shares; 2026Q2: 80,847 shares 80,847 $20.3M 0.18% -912 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: 42,489 shares; 2024Q4: 42,408 shares; 2025Q1: 42,722 shares; 2025Q2: 46,477 shares; 2025Q3: 40,143 shares; 2025Q4: 39,292 shares; 2026Q1: 39,080 shares; 2026Q2: 40,560 shares 40,560 $20.3M 0.18% +1,480 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: 26,985 shares; 2024Q4: 27,521 shares; 2025Q1: 29,464 shares; 2025Q2: 27,906 shares; 2025Q3: 28,076 shares; 2025Q4: 28,380 shares; 2026Q1: 29,531 shares; 2026Q2: 29,303 shares 29,303 $20.1M 0.17% -228 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: 77,446 shares; 2024Q4: 71,846 shares; 2025Q1: 72,934 shares; 2025Q2: 75,068 shares; 2025Q3: 74,537 shares; 2025Q4: 73,412 shares; 2026Q1: 78,533 shares; 2026Q2: 81,917 shares 81,917 $19.5M 0.17% +3,384 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,086 shares; 2024Q4: 137,043 shares; 2025Q1: 139,405 shares; 2025Q2: 138,997 shares; 2025Q3: 142,757 shares; 2025Q4: 152,863 shares; 2026Q1: 162,535 shares; 2026Q2: 165,380 shares 165,380 $19.4M 0.17% +2,845 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,418 shares; 2024Q4: 137,807 shares; 2025Q1: 140,348 shares; 2025Q2: 139,521 shares; 2025Q3: 129,144 shares; 2025Q4: 129,737 shares; 2026Q1: 139,009 shares; 2026Q2: 139,468 shares 139,468 $19.1M 0.16% +459 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: 46,858 shares; 2024Q4: 45,639 shares; 2025Q1: 45,674 shares; 2025Q2: 45,160 shares; 2025Q3: 40,795 shares; 2025Q4: 41,463 shares; 2026Q1: 43,986 shares; 2026Q2: 69,240 shares 69,240 $18.8M 0.16% +25,254 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,126 shares; 2025Q3: 1,964 shares; 2025Q4: 2,528 shares; 2026Q1: 3,633 shares; 2026Q2: 104,304 shares 104,304 $18.4M 0.16% +100,671 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176,103 shares; 2025Q2: 187,934 shares; 2025Q3: 247,371 shares; 2025Q4: 310,102 shares; 2026Q1: 336,129 shares; 2026Q2: 357,046 shares 357,046 $18.2M 0.16% +20,917 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: 21,916 shares; 2024Q4: 22,315 shares; 2025Q1: 23,614 shares; 2025Q2: 23,753 shares; 2025Q3: 24,284 shares; 2025Q4: 24,231 shares; 2026Q1: 23,024 shares; 2026Q2: 23,306 shares 23,306 $17.2M 0.15% +282 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,515 shares; 2024Q4: 143,477 shares; 2025Q1: 131,741 shares; 2025Q2: 129,155 shares; 2025Q3: 125,790 shares; 2025Q4: 125,067 shares; 2026Q1: 125,106 shares; 2026Q2: 123,463 shares 123,463 $16.9M 0.15% -1,643 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: 427,425 shares; 2024Q4: 426,145 shares; 2025Q1: 424,852 shares; 2025Q2: 57,839 shares; 2025Q3: 50,086 shares; 2025Q4: 46,413 shares; 2026Q1: 43,609 shares; 2026Q2: 39,455 shares 39,455 $16.4M 0.14% -4,154 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,568 shares; 2024Q4: 2,524 shares; 2025Q1: 2,524 shares; 2025Q2: 2,524 shares; 2025Q3: 2,476 shares; 2025Q4: 2,476 shares; 2026Q1: 82,499 shares; 2026Q2: 85,558 shares 85,558 $14.6M 0.13% +3,059 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,607 shares; 2024Q4: 70,074 shares; 2025Q1: 69,130 shares; 2025Q2: 67,669 shares; 2025Q3: 66,829 shares; 2025Q4: 65,937 shares; 2026Q1: 65,230 shares; 2026Q2: 62,575 shares 62,575 $13.8M 0.12% -2,655 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,653 shares; 2024Q4: 56,664 shares; 2025Q1: 56,711 shares; 2025Q2: 56,498 shares; 2025Q3: 62,456 shares; 2025Q4: 59,152 shares; 2026Q1: 56,031 shares; 2026Q2: 55,569 shares 55,569 $13.5M 0.12% -462 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: 776,371 shares; 2024Q4: 562,658 shares; 2025Q1: 169,616 shares; 2025Q2: 225,303 shares; 2025Q3: 136,635 shares; 2025Q4: 198,917 shares; 2026Q1: 124,710 shares; 2026Q2: 124,103 shares 124,103 $13.3M 0.12% -607 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: 13,084 shares; 2024Q4: 13,061 shares; 2025Q1: 13,576 shares; 2025Q2: 15,780 shares; 2025Q3: 15,758 shares; 2025Q4: 13,708 shares; 2026Q1: 13,640 shares; 2026Q2: 107,159 shares 107,159 $12.8M 0.11% +93,519 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,913 shares; 2024Q4: 52,403 shares; 2025Q1: 51,964 shares; 2025Q2: 50,721 shares; 2025Q3: 48,743 shares; 2025Q4: 52,826 shares; 2026Q1: 57,830 shares; 2026Q2: 45,923 shares 45,923 $12M 0.1% -11,907 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,883 shares; 2024Q4: 23,039 shares; 2025Q1: 24,437 shares; 2025Q2: 25,361 shares; 2025Q3: 25,563 shares; 2025Q4: 25,535 shares; 2026Q1: 28,972 shares; 2026Q2: 32,351 shares 32,351 $11.1M 0.1% +3,379 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: 34,161 shares; 2024Q4: 33,838 shares; 2025Q1: 33,365 shares; 2025Q2: 32,475 shares; 2025Q3: 31,883 shares; 2025Q4: 31,474 shares; 2026Q1: 31,103 shares; 2026Q2: 30,465 shares 30,465 $10.8M 0.09% -638 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: 42,870 shares; 2024Q4: 42,299 shares; 2025Q1: 42,034 shares; 2025Q2: 41,646 shares; 2025Q3: 30,627 shares; 2025Q4: 30,394 shares; 2026Q1: 29,887 shares; 2026Q2: 29,763 shares 29,763 $10.8M 0.09% -124 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: 99,341 shares; 2024Q4: 99,341 shares; 2025Q1: 95,708 shares; 2025Q2: 90,605 shares; 2025Q3: 88,840 shares; 2025Q4: 89,314 shares; 2026Q1: 87,043 shares; 2026Q2: 91,549 shares 91,549 $10.1M 0.09% +4,506 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: 122,978 shares; 2024Q4: 116,337 shares; 2025Q1: 116,850 shares; 2025Q2: 116,850 shares; 2025Q3: 98,632 shares; 2025Q4: 100,522 shares; 2026Q1: 102,637 shares; 2026Q2: 139,535 shares 139,535 $9.94M 0.09% +36,898 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: 31,780 shares; 2024Q4: 32,610 shares; 2025Q1: 32,426 shares; 2025Q2: 34,862 shares; 2025Q3: 35,008 shares; 2025Q4: 35,167 shares; 2026Q1: 31,881 shares; 2026Q2: 31,727 shares 31,727 $9.62M 0.08% -154 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: 492,217 shares; 2024Q4: 360,380 shares; 2025Q1: 440,875 shares; 2025Q2: 411,121 shares; 2025Q3: 382,574 shares; 2025Q4: 302,188 shares; 2026Q1: 387,129 shares; 2026Q2: 381,414 shares 381,414 $9.18M 0.08% -5,715 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: 80,476 shares; 2024Q4: 81,761 shares; 2025Q1: 82,058 shares; 2025Q2: 82,299 shares; 2025Q3: 82,756 shares; 2025Q4: 82,451 shares; 2026Q1: 80,092 shares; 2026Q2: 79,634 shares 79,634 $9.02M 0.08% -458 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,602 shares; 2024Q4: 179,729 shares; 2025Q1: 182,936 shares; 2025Q2: 183,247 shares; 2025Q3: 184,468 shares; 2025Q4: 152,862 shares; 2026Q1: 159,356 shares; 2026Q2: 54,307 shares 54,307 $8.88M 0.08% -105,049 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,052 shares; 2026Q1: 55,297 shares; 2026Q2: 53,639 shares 53,639 $8.76M 0.08% -1,658 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: 171,565 shares; 2024Q4: 170,472 shares; 2025Q1: 177,124 shares; 2025Q2: 174,574 shares; 2025Q3: 139,461 shares; 2025Q4: 36,439 shares; 2026Q1: 30,600 shares; 2026Q2: 28,196 shares 28,196 $7.63M 0.07% -2,404 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: 99,364 shares; 2024Q4: 97,760 shares; 2025Q1: 97,320 shares; 2025Q2: 98,072 shares; 2025Q3: 86,335 shares; 2025Q4: 88,075 shares; 2026Q1: 87,108 shares; 2026Q2: 83,252 shares 83,252 $7.55M 0.07% -3,856 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,618 shares; 2024Q4: 11,703 shares; 2025Q1: 11,703 shares; 2025Q2: 22,152 shares; 2025Q3: 21,962 shares; 2025Q4: 23,516 shares; 2026Q1: 24,834 shares; 2026Q2: 25,034 shares 25,034 $7.52M 0.06% +200 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,103 shares; 2024Q4: 40,982 shares; 2025Q1: 40,827 shares; 2025Q2: 38,539 shares; 2025Q3: 34,240 shares; 2025Q4: 36,212 shares; 2026Q1: 35,743 shares; 2026Q2: 35,306 shares 35,306 $7.51M 0.06% -437 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: 114,239 shares; 2024Q4: 148,992 shares; 2025Q1: 108,722 shares; 2025Q2: 113,388 shares; 2025Q3: 101,288 shares; 2025Q4: 104,455 shares; 2026Q1: 109,012 shares; 2026Q2: 109,493 shares 109,493 $6.54M 0.06% +481 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: 47,020 shares; 2024Q4: 46,710 shares; 2025Q1: 44,413 shares; 2025Q2: 44,329 shares; 2025Q3: 44,169 shares; 2025Q4: 44,344 shares; 2026Q1: 43,651 shares; 2026Q2: 44,718 shares 44,718 $6.4M 0.06% +1,067 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,386 shares; 2024Q4: 14,215 shares; 2025Q1: 18,115 shares; 2025Q2: 16,576 shares; 2025Q3: 19,635 shares; 2025Q4: 24,550 shares; 2026Q1: 55,179 shares; 2026Q2: 61,563 shares 61,563 $6.24M 0.05% +6,384 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: 13,238 shares; 2024Q4: 13,028 shares; 2025Q1: 13,685 shares; 2025Q2: 13,632 shares; 2025Q3: 13,528 shares; 2025Q4: 13,725 shares; 2026Q1: 15,630 shares; 2026Q2: 22,937 shares 22,937 $5.65M 0.05% +7,307 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: 7,199 shares; 2024Q4: 7,099 shares; 2025Q1: 7,099 shares; 2025Q2: 7,399 shares; 2025Q3: 7,772 shares; 2025Q4: 7,888 shares; 2026Q1: 7,832 shares; 2026Q2: 7,912 shares 7,912 $5.56M 0.05% +80 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,288 shares; 2024Q4: 66,211 shares; 2025Q1: 66,971 shares; 2025Q2: 66,290 shares; 2025Q3: 65,694 shares; 2025Q4: 65,706 shares; 2026Q1: 65,790 shares; 2026Q2: 65,206 shares 65,206 $5.52M 0.05% -584 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: 12,712 shares; 2024Q4: 13,343 shares; 2025Q1: 13,091 shares; 2025Q2: 13,073 shares; 2025Q3: 13,440 shares; 2025Q4: 13,506 shares; 2026Q1: 13,606 shares; 2026Q2: 14,648 shares 14,648 $5.47M 0.05% +1,042 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: 6,210 shares; 2024Q4: 6,172 shares; 2025Q1: 5,727 shares; 2025Q2: 4,997 shares; 2025Q3: 4,983 shares; 2025Q4: 4,719 shares; 2026Q1: 4,602 shares; 2026Q2: 4,792 shares 4,792 $5.1M 0.04% +190 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: 1,167,867 shares; 2024Q4: 1,036,595 shares; 2025Q1: 974,716 shares; 2025Q2: 888,666 shares; 2025Q3: 127,480 shares; 2025Q4: 121,141 shares; 2026Q1: 100,888 shares; 2026Q2: 97,826 shares 97,826 $4.99M 0.04% -3,062 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,359 shares; 2024Q4: 74,359 shares; 2025Q1: 74,839 shares; 2025Q2: 74,359 shares; 2025Q3: 74,359 shares; 2025Q4: 74,359 shares; 2026Q1: 135,880 shares; 2026Q2: 135,306 shares 135,306 $4.97M 0.04% -574 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,537 shares; 2024Q4: 137,446 shares; 2025Q1: 141,709 shares; 2025Q2: 133,778 shares; 2025Q3: 132,471 shares; 2025Q4: 125,153 shares; 2026Q1: 97,278 shares; 2026Q2: 97,278 shares 97,278 $4.92M 0.04% 0 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: 49,249 shares; 2024Q4: 46,123 shares; 2025Q1: 45,236 shares; 2025Q2: 42,314 shares; 2025Q3: 36,896 shares; 2025Q4: 35,096 shares; 2026Q1: 33,062 shares; 2026Q2: 32,361 shares 32,361 $4.9M 0.04% -701 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: 18,134 shares; 2024Q4: 18,659 shares; 2025Q1: 18,302 shares; 2025Q2: 17,963 shares; 2025Q3: 16,474 shares; 2025Q4: 17,506 shares; 2026Q1: 17,585 shares; 2026Q2: 17,182 shares 17,182 $4.83M 0.04% -403 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: 36,759 shares; 2024Q4: 39,302 shares; 2025Q1: 39,302 shares; 2025Q2: 41,274 shares; 2025Q3: 42,980 shares; 2025Q4: 42,980 shares; 2026Q1: 49,145 shares; 2026Q2: 50,327 shares 50,327 $4.81M 0.04% +1,182 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: 35,648 shares; 2024Q4: 35,658 shares; 2025Q1: 35,298 shares; 2025Q2: 34,365 shares; 2025Q3: 34,654 shares; 2025Q4: 33,988 shares; 2026Q1: 33,068 shares; 2026Q2: 33,483 shares 33,483 $4.6M 0.04% +415 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: 59,993 shares; 2024Q4: 56,026 shares; 2025Q1: 55,559 shares; 2025Q2: 55,020 shares; 2025Q3: 53,596 shares; 2025Q4: 53,596 shares; 2026Q1: 46,666 shares; 2026Q2: 46,625 shares 46,625 $4.5M 0.04% -41 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,614 shares; 2024Q4: 34,571 shares; 2025Q1: 34,449 shares; 2025Q2: 34,064 shares; 2025Q3: 28,489 shares; 2025Q4: 28,538 shares; 2026Q1: 27,887 shares; 2026Q2: 27,756 shares 27,756 $4.49M 0.04% -131 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: 3,048 shares; 2024Q4: 3,167 shares; 2025Q1: 3,117 shares; 2025Q2: 3,603 shares; 2025Q3: 3,677 shares; 2025Q4: 3,689 shares; 2026Q1: 3,841 shares; 2026Q2: 3,777 shares 3,777 $4.44M 0.04% -64 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: 37,423 shares; 2024Q4: 37,939 shares; 2025Q1: 37,265 shares; 2025Q2: 37,238 shares; 2025Q3: 28,874 shares; 2025Q4: 28,382 shares; 2026Q1: 28,382 shares; 2026Q2: 28,222 shares 28,222 $4.42M 0.04% -160 Timeline VSS 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: 28,885 shares; 2024Q4: 28,812 shares; 2025Q1: 28,812 shares; 2025Q2: 28,812 shares; 2025Q3: 28,510 shares; 2025Q4: 28,459 shares; 2026Q1: 28,478 shares; 2026Q2: 28,459 shares 28,459 $4.39M 0.04% -19 Timeline ESGV 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: 17,292 shares; 2024Q4: 24,685 shares; 2025Q1: 28,763 shares; 2025Q2: 28,144 shares; 2025Q3: 28,863 shares; 2025Q4: 28,963 shares; 2026Q1: 29,300 shares; 2026Q2: 33,053 shares 33,053 $4.37M 0.04% +3,753 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: 17,547 shares; 2024Q4: 18,119 shares; 2025Q1: 16,612 shares; 2025Q2: 14,442 shares; 2025Q3: 13,976 shares; 2025Q4: 13,985 shares; 2026Q1: 13,377 shares; 2026Q2: 12,817 shares 12,817 $4.34M 0.04% -560 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,447 shares; 2024Q4: 56,190 shares; 2025Q1: 58,815 shares; 2025Q2: 61,344 shares; 2025Q3: 61,529 shares; 2025Q4: 59,062 shares; 2026Q1: 59,297 shares; 2026Q2: 59,696 shares 59,696 $4.3M 0.04% +399 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,429 shares; 2024Q4: 16,429 shares; 2025Q1: 16,429 shares; 2025Q2: 16,784 shares; 2025Q3: 16,784 shares; 2025Q4: 16,784 shares; 2026Q1: 16,784 shares; 2026Q2: 16,784 shares 16,784 $4.23M 0.04% 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: 53,076 shares; 2024Q4: 52,762 shares; 2025Q1: 51,520 shares; 2025Q2: 52,698 shares; 2025Q3: 50,019 shares; 2025Q4: 49,046 shares; 2026Q1: 47,600 shares; 2026Q2: 45,958 shares 45,958 $4.21M 0.04% -1,642 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,310 shares; 2024Q4: 53,310 shares; 2025Q1: 53,310 shares; 2025Q2: 53,310 shares; 2025Q3: 53,310 shares; 2025Q4: 53,970 shares; 2026Q1: 53,310 shares; 2026Q2: 53,310 shares 53,310 $4.15M 0.04% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,466 shares; 2025Q3: 6,356 shares; 2025Q4: 6,326 shares; 2026Q1: 6,105 shares; 2026Q2: 5,703 shares 5,703 $4.11M 0.04% -402 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: 11,102 shares; 2024Q4: 11,055 shares; 2025Q1: 11,046 shares; 2025Q2: 11,283 shares; 2025Q3: 11,046 shares; 2025Q4: 11,046 shares; 2026Q1: 11,042 shares; 2026Q2: 11,642 shares 11,642 $4.01M 0.03% +600 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: 3,025 shares; 2024Q4: 3,306 shares; 2025Q1: 3,446 shares; 2025Q2: 3,411 shares; 2025Q3: 3,400 shares; 2025Q4: 3,504 shares; 2026Q1: 3,520 shares; 2026Q2: 3,950 shares 3,950 $3.99M 0.03% +430 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,565 shares; 2024Q4: 54,319 shares; 2025Q1: 55,152 shares; 2025Q2: 50,904 shares; 2025Q3: 47,869 shares; 2025Q4: 48,531 shares; 2026Q1: 50,874 shares; 2026Q2: 48,007 shares 48,007 $3.97M 0.03% -2,867 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,233 shares; 2024Q4: 10,233 shares; 2025Q1: 10,034 shares; 2025Q2: 9,541 shares; 2025Q3: 9,541 shares; 2025Q4: 9,541 shares; 2026Q1: 9,541 shares; 2026Q2: 9,541 shares 9,541 $3.91M 0.03% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,866 shares; 2024Q4: 14,285 shares; 2025Q1: 14,185 shares; 2025Q2: 14,360 shares; 2025Q3: 13,131 shares; 2025Q4: 12,872 shares; 2026Q1: 12,672 shares; 2026Q2: 12,395 shares 12,395 $3.9M 0.03% -277 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,772 shares; 2024Q4: 21,772 shares; 2025Q1: 20,846 shares; 2025Q2: 19,910 shares; 2025Q3: 19,536 shares; 2025Q4: 19,060 shares; 2026Q1: 18,163 shares; 2026Q2: 23,417 shares 23,417 $3.66M 0.03% +5,254 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,409 shares; 2024Q4: 34,456 shares; 2025Q1: 36,220 shares; 2025Q2: 38,736 shares; 2025Q3: 39,686 shares; 2025Q4: 38,662 shares; 2026Q1: 32,627 shares; 2026Q2: 33,946 shares 33,946 $3.6M 0.03% +1,319 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,111 shares; 2024Q4: 2,172 shares; 2025Q1: 2,175 shares; 2025Q2: 3,037 shares; 2025Q3: 1,177 shares; 2025Q4: 1,163 shares; 2026Q1: 1,209 shares; 2026Q2: 11,750 shares 11,750 $3.55M 0.03% +10,541 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,176 shares; 2024Q4: 99,564 shares; 2025Q1: 99,564 shares; 2025Q2: 99,564 shares; 2025Q3: 96,702 shares; 2025Q4: 97,628 shares; 2026Q1: 181,005 shares; 2026Q2: 180,839 shares 180,839 $3.46M 0.03% -166 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: 69,117 shares; 2024Q4: 66,213 shares; 2025Q1: 68,044 shares; 2025Q2: 65,503 shares; 2025Q3: 54,831 shares; 2025Q4: 55,811 shares; 2026Q1: 37,866 shares; 2026Q2: 35,814 shares 35,814 $3.45M 0.03% -2,052 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: 9,613 shares; 2024Q4: 9,442 shares; 2025Q1: 9,168 shares; 2025Q2: 9,168 shares; 2025Q3: 9,073 shares; 2025Q4: 9,088 shares; 2026Q1: 9,159 shares; 2026Q2: 9,849 shares 9,849 $3.36M 0.03% +690 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; 2024Q3: 15,182 shares; 2024Q4: 22,029 shares; 2025Q1: 48,207 shares; 2025Q2: 46,481 shares; 2025Q3: 56,608 shares; 2025Q4: 58,826 shares; 2026Q1: 54,855 shares; 2026Q2: 58,188 shares 58,188 $3.29M 0.03% +3,333 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,053 shares; 2024Q4: 45,903 shares; 2025Q1: 45,616 shares; 2025Q2: 45,096 shares; 2025Q3: 42,587 shares; 2025Q4: 42,607 shares; 2026Q1: 42,607 shares; 2026Q2: 42,607 shares 42,607 $3.24M 0.03% 0 Timeline VSGX 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: 32,919 shares; 2024Q4: 34,164 shares; 2025Q1: 34,954 shares; 2025Q2: 41,571 shares; 2025Q3: 41,696 shares; 2025Q4: 41,482 shares; 2026Q1: 39,068 shares; 2026Q2: 39,191 shares 39,191 $3.23M 0.03% +123 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: 40,507 shares; 2024Q4: 38,397 shares; 2025Q1: 36,811 shares; 2025Q2: 26,660 shares; 2025Q3: 21,204 shares; 2025Q4: 21,343 shares; 2026Q1: 20,210 shares; 2026Q2: 19,954 shares 19,954 $3.17M 0.03% -256 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: 3,450 shares; 2024Q4: 3,350 shares; 2025Q1: 3,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,602 shares; 2025Q4: 1,600 shares; 2026Q1: 8,497 shares; 2026Q2: 8,557 shares 8,557 $3.15M 0.03% +60 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: 3,348 shares; 2024Q4: 3,262 shares; 2025Q1: 3,353 shares; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares; 2025Q4: 3,057 shares; 2026Q1: 3,044 shares; 2026Q2: 4,321 shares 4,321 $3.12M 0.03% +1,277 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,730 shares; 2024Q4: 38,928 shares; 2025Q1: 37,062 shares; 2025Q2: 35,672 shares; 2025Q3: 24,164 shares; 2025Q4: 24,559 shares; 2026Q1: 20,944 shares; 2026Q2: 19,058 shares 19,058 $3.01M 0.03% -1,886 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,386 shares; 2024Q4: 53,717 shares; 2025Q1: 58,281 shares; 2025Q2: 62,458 shares; 2025Q3: 62,623 shares; 2025Q4: 59,980 shares; 2026Q1: 59,542 shares; 2026Q2: 53,342 shares 53,342 $2.98M 0.03% -6,200 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: 13,463 shares; 2024Q4: 18,683 shares; 2025Q1: 20,432 shares; 2025Q2: 25,152 shares; 2025Q3: 25,824 shares; 2025Q4: 25,929 shares; 2026Q1: 25,894 shares; 2026Q2: 28,699 shares 28,699 $2.95M 0.03% +2,805 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: 44,340 shares; 2024Q4: 38,665 shares; 2025Q1: 34,556 shares; 2025Q2: 37,916 shares; 2025Q3: 17,113 shares; 2025Q4: 15,497 shares; 2026Q1: 20,702 shares; 2026Q2: 20,123 shares 20,123 $2.81M 0.02% -579 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: 2,661 shares; 2024Q4: 2,766 shares; 2025Q1: 2,663 shares; 2025Q2: 2,795 shares; 2025Q3: 2,702 shares; 2025Q4: 2,651 shares; 2026Q1: 5,322 shares; 2026Q2: 31,273 shares 31,273 $2.69M 0.02% +25,951 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: 4,626 shares; 2024Q4: 4,626 shares; 2025Q1: 4,530 shares; 2025Q2: 4,377 shares; 2025Q3: 4,264 shares; 2025Q4: 4,257 shares; 2026Q1: 4,134 shares; 2026Q2: 4,134 shares 4,134 $2.62M 0.02% 0 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: 8,136 shares; 2024Q4: 9,478 shares; 2025Q1: 9,870 shares; 2025Q2: 9,977 shares; 2025Q3: 9,977 shares; 2025Q4: 10,417 shares; 2026Q1: 9,791 shares; 2026Q2: 32,156 shares 32,156 $2.59M 0.02% +22,365 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: 2,439 shares; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 2,361 shares; 2025Q3: 1,675 shares; 2025Q4: 1,692 shares; 2026Q1: 2,199 shares; 2026Q2: 2,175 shares 2,175 $2.51M 0.02% -24 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,854 shares; 2024Q4: 29,854 shares; 2025Q1: 39,760 shares; 2025Q2: 33,566 shares; 2025Q3: 31,960 shares; 2025Q4: 32,131 shares; 2026Q1: 32,490 shares; 2026Q2: 26,301 shares 26,301 $2.51M 0.02% -6,189 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,646 shares; 2024Q4: 73,717 shares; 2025Q1: 73,773 shares; 2025Q2: 73,259 shares; 2025Q3: 64,848 shares; 2025Q4: 50,846 shares; 2026Q1: 49,820 shares; 2026Q2: 47,770 shares 47,770 $2.5M 0.02% -2,050 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: 12,907 shares; 2024Q4: 12,644 shares; 2025Q1: 12,792 shares; 2025Q2: 12,360 shares; 2025Q3: 12,360 shares; 2025Q4: 13,203 shares; 2026Q1: 17,781 shares; 2026Q2: 17,868 shares 17,868 $2.5M 0.02% +87 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: 30,718 shares; 2024Q4: 30,446 shares; 2025Q1: 28,228 shares; 2025Q2: 44,383 shares; 2025Q3: 41,758 shares; 2025Q4: 42,019 shares; 2026Q1: 41,916 shares; 2026Q2: 40,210 shares 40,210 $2.43M 0.02% -1,706 Timeline USXF 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: 34,204 shares; 2025Q3: 34,446 shares; 2025Q4: 34,461 shares; 2026Q1: 34,476 shares; 2026Q2: 34,489 shares 34,489 $2.4M 0.02% +13 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: 42,413 shares; 2026Q1: 40,838 shares; 2026Q2: 39,821 shares 39,821 $2.39M 0.02% -1,017 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,229 shares; 2024Q4: 66,704 shares; 2025Q1: 53,412 shares; 2025Q2: 52,362 shares; 2025Q3: 47,577 shares; 2025Q4: 44,484 shares; 2026Q1: 40,901 shares; 2026Q2: 40,920 shares 40,920 $2.36M 0.02% +19 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: 5,961 shares; 2024Q4: 17,216 shares; 2025Q1: 40,043 shares; 2025Q2: 37,038 shares; 2025Q3: 45,383 shares; 2025Q4: 45,383 shares; 2026Q1: 46,161 shares; 2026Q2: 73,124 shares 73,124 $2.32M 0.02% +26,963 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: 5,971 shares; 2024Q4: 5,971 shares; 2025Q1: 5,978 shares; 2025Q2: 5,971 shares; 2025Q3: 5,971 shares; 2025Q4: 5,971 shares; 2026Q1: 5,909 shares; 2026Q2: 5,876 shares 5,876 $2.31M 0.02% -33 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: 14,732 shares; 2024Q4: 14,137 shares; 2025Q1: 14,036 shares; 2025Q2: 14,450 shares; 2025Q3: 13,863 shares; 2025Q4: 13,815 shares; 2026Q1: 12,813 shares; 2026Q2: 11,763 shares 11,763 $2.24M 0.02% -1,050 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,158 shares; 2024Q4: 15,014 shares; 2025Q1: 14,745 shares; 2025Q2: 14,166 shares; 2025Q3: 14,087 shares; 2025Q4: 14,096 shares; 2026Q1: 13,280 shares; 2026Q2: 13,158 shares 13,158 $2.22M 0.02% -122 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,503 shares; 2024Q4: 89,366 shares; 2025Q1: 27,296 shares; 2025Q2: 27,296 shares; 2025Q3: 14,430 shares; 2025Q4: 13,101 shares; 2026Q1: 12,546 shares; 2026Q2: 11,112 shares 11,112 $2.22M 0.02% -1,434 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,255 shares; 2024Q4: 44,255 shares; 2025Q1: 44,255 shares; 2025Q2: 44,255 shares; 2025Q3: 44,255 shares; 2025Q4: 44,255 shares; 2026Q1: 44,255 shares; 2026Q2: 44,255 shares 44,255 $2.1M 0.02% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP 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: 37,303 shares; 2026Q2: 37,303 shares 37,303 $2.1M 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,078 shares; 2024Q4: 93,380 shares; 2025Q1: 76,814 shares; 2025Q2: 55,147 shares; 2025Q3: 48,979 shares; 2025Q4: 48,203 shares; 2026Q1: 27,515 shares; 2026Q2: 20,051 shares 20,051 $2.07M 0.02% -7,464 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,829 shares; 2024Q4: 35,554 shares; 2025Q1: 32,404 shares; 2025Q2: 40,429 shares; 2025Q3: 40,574 shares; 2025Q4: 40,213 shares; 2026Q1: 37,324 shares; 2026Q2: 37,866 shares 37,866 $2.07M 0.02% +542 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,562 shares; 2024Q4: 13,052 shares; 2025Q1: 13,052 shares; 2025Q2: 13,052 shares; 2025Q3: 13,052 shares; 2025Q4: 13,052 shares; 2026Q1: 13,052 shares; 2026Q2: 13,052 shares 13,052 $2.05M 0.02% 0 Timeline VCR 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: 5,046 shares; 2024Q4: 5,121 shares; 2025Q1: 5,118 shares; 2025Q2: 5,118 shares; 2025Q3: 5,118 shares; 2025Q4: 5,118 shares; 2026Q1: 5,118 shares; 2026Q2: 5,118 shares 5,118 $2.03M 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,317 shares; 2024Q4: 27,906 shares; 2025Q1: 25,920 shares; 2025Q2: 23,733 shares; 2025Q3: 19,850 shares; 2025Q4: 19,718 shares; 2026Q1: 19,908 shares; 2026Q2: 19,114 shares 19,114 $1.99M 0.02% -794 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 220,841 shares; 2026Q1: 59,180 shares; 2026Q2: 22,332 shares 22,332 $1.98M 0.02% -36,848 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: 111,698 shares; 2024Q4: 106,373 shares; 2025Q1: 106,513 shares; 2025Q2: 104,316 shares; 2025Q3: 98,313 shares; 2025Q4: 94,545 shares; 2026Q1: 91,374 shares; 2026Q2: 16,466 shares 16,466 $1.94M 0.02% -74,908 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: 34,412 shares; 2024Q4: 34,193 shares; 2025Q1: 33,200 shares; 2025Q2: 25,818 shares; 2025Q3: 23,344 shares; 2025Q4: 23,921 shares; 2026Q1: 36,757 shares; 2026Q2: 33,609 shares 33,609 $1.92M 0.02% -3,148 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,802 shares; 2024Q4: 32,686 shares; 2025Q1: 32,686 shares; 2025Q2: 31,765 shares; 2025Q3: 31,603 shares; 2025Q4: 31,584 shares; 2026Q1: 33,546 shares; 2026Q2: 33,540 shares 33,540 $1.89M 0.02% -6 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,454 shares; 2025Q2: 28,454 shares; 2025Q3: 30,172 shares; 2025Q4: 30,172 shares; 2026Q1: 30,172 shares; 2026Q2: 30,172 shares 30,172 $1.85M 0.02% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,404 shares; 2024Q4: 13,725 shares; 2025Q1: 13,394 shares; 2025Q2: 13,394 shares; 2025Q3: 13,194 shares; 2025Q4: 13,826 shares; 2026Q1: 16,403 shares; 2026Q2: 17,563 shares 17,563 $1.82M 0.02% +1,160 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,429 shares; 2024Q4: 36,885 shares; 2025Q1: 49,550 shares; 2025Q2: 47,076 shares; 2025Q3: 47,758 shares; 2025Q4: 44,045 shares; 2026Q1: 25,392 shares; 2026Q2: 24,575 shares 24,575 $1.8M 0.02% -817 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: 5,338 shares; 2024Q4: 5,297 shares; 2025Q1: 5,297 shares; 2025Q2: 5,343 shares; 2025Q3: 5,175 shares; 2025Q4: 5,210 shares; 2026Q1: 5,175 shares; 2026Q2: 5,219 shares 5,219 $1.72M 0.01% +44 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,803 shares; 2024Q4: 15,581 shares; 2025Q1: 15,618 shares; 2025Q2: 15,665 shares; 2025Q3: 15,642 shares; 2025Q4: 15,615 shares; 2026Q1: 15,615 shares; 2026Q2: 15,615 shares 15,615 $1.67M 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,928 shares; 2024Q4: 12,583 shares; 2025Q1: 12,583 shares; 2025Q2: 13,028 shares; 2025Q3: 12,999 shares; 2025Q4: 12,694 shares; 2026Q1: 12,477 shares; 2026Q2: 10,975 shares 10,975 $1.67M 0.01% -1,502 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,113 shares; 2025Q1: 2,061 shares; 2025Q2: 7,637 shares; 2025Q3: 7,449 shares; 2025Q4: 8,497 shares; 2026Q1: 8,697 shares; 2026Q2: 8,123 shares 8,123 $1.63M 0.01% -574 Timeline SLYG 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: 19,150 shares; 2024Q4: 18,412 shares; 2025Q1: 18,231 shares; 2025Q2: 14,492 shares; 2025Q3: 14,440 shares; 2025Q4: 14,340 shares; 2026Q1: 13,025 shares; 2026Q2: 13,108 shares 13,108 $1.56M 0.01% +83 Timeline EUSB 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: 34,728 shares; 2025Q3: 34,728 shares; 2025Q4: 35,865 shares; 2026Q1: 35,865 shares; 2026Q2: 35,865 shares 35,865 $1.56M 0.01% 0 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: 18,340 shares; 2024Q4: 17,923 shares; 2025Q1: 17,923 shares; 2025Q2: 35,902 shares; 2025Q3: 32,694 shares; 2025Q4: 32,668 shares; 2026Q1: 32,668 shares; 2026Q2: 32,210 shares 32,210 $1.55M 0.01% -458 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509,326 shares; 2024Q4: 441,076 shares; 2025Q1: 231,067 shares; 2025Q2: 171,076 shares; 2025Q3: 78,443 shares; 2025Q4: 62,280 shares; 2026Q1: 60,822 shares; 2026Q2: 55,556 shares 55,556 $1.52M 0.01% -5,266 Timeline GLW CORNING INC More: the full row for CORNING 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: 2,481 shares; 2025Q4: 3,267 shares; 2026Q1: 5,216 shares; 2026Q2: 5,922 shares 5,922 $1.51M 0.01% +706 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: 8,720 shares; 2024Q4: 8,868 shares; 2025Q1: 8,720 shares; 2025Q2: 8,596 shares; 2025Q3: 9,734 shares; 2025Q4: 9,203 shares; 2026Q1: 6,963 shares; 2026Q2: 6,848 shares 6,848 $1.49M 0.01% -115 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: 24,733 shares; 2024Q4: 22,257 shares; 2025Q1: 22,282 shares; 2025Q2: 21,326 shares; 2025Q3: 20,410 shares; 2025Q4: 20,423 shares; 2026Q1: 13,791 shares; 2026Q2: 13,474 shares 13,474 $1.48M 0.01% -317 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,907 shares; 2024Q4: 335,117 shares; 2025Q1: 345,900 shares; 2025Q2: 27,221 shares; 2025Q3: 23,992 shares; 2025Q4: 23,694 shares; 2026Q1: 19,951 shares; 2026Q2: 17,949 shares 17,949 $1.47M 0.01% -2,002 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,832 shares; 2024Q4: 18,978 shares; 2025Q1: 20,947 shares; 2025Q2: 26,070 shares; 2025Q3: 25,263 shares; 2025Q4: 25,362 shares; 2026Q1: 25,384 shares; 2026Q2: 24,792 shares 24,792 $1.43M 0.01% -592 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: 1,553 shares; 2024Q4: 1,534 shares; 2025Q1: 1,574 shares; 2025Q2: 1,585 shares; 2025Q3: 1,583 shares; 2025Q4: 16,410 shares; 2026Q1: 19,239 shares; 2026Q2: 20,056 shares 20,056 $1.43M 0.01% +817 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: 1,740 shares; 2024Q4: 1,724 shares; 2025Q1: 1,724 shares; 2025Q2: 1,728 shares; 2025Q3: 1,712 shares; 2025Q4: 1,714 shares; 2026Q1: 1,780 shares; 2026Q2: 1,984 shares 1,984 $1.42M 0.01% +204 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; 2024Q3: not reported; 2024Q4: 5,350 shares; 2025Q1: 6,202 shares; 2025Q2: 6,002 shares; 2025Q3: 6,732 shares; 2025Q4: 6,938 shares; 2026Q1: 9,779 shares; 2026Q2: 3,138 shares 3,138 $1.36M 0.01% -6,641 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: 66,198 shares; 2024Q4: 46,495 shares; 2025Q1: 46,495 shares; 2025Q2: 44,386 shares; 2025Q3: 35,489 shares; 2025Q4: 50,976 shares; 2026Q1: 68,295 shares; 2026Q2: 65,269 shares 65,269 $1.35M 0.01% -3,026 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: 12,542 shares; 2024Q4: 9,471 shares; 2025Q1: 10,802 shares; 2025Q2: 10,197 shares; 2025Q3: 9,707 shares; 2025Q4: 10,017 shares; 2026Q1: 11,559 shares; 2026Q2: 10,584 shares 10,584 $1.34M 0.01% -975 Timeline WAT WATERS CORP More: the full row for WATERS 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: 4,216 shares; 2026Q2: 3,556 shares 3,556 $1.33M 0.01% -660 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,282 shares; 2024Q4: 4,271 shares; 2025Q1: 4,092 shares; 2025Q2: 4,058 shares; 2025Q3: 4,058 shares; 2025Q4: 4,064 shares; 2026Q1: 4,064 shares; 2026Q2: 4,066 shares 4,066 $1.29M 0.01% +2 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,129 shares; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 1,120 shares; 2025Q4: 1,123 shares; 2026Q1: 1,180 shares; 2026Q2: 957 shares 957 $1.27M 0.01% -223 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: 31,816 shares; 2024Q4: 29,722 shares; 2025Q1: 28,149 shares; 2025Q2: 27,209 shares; 2025Q3: 26,974 shares; 2025Q4: 26,372 shares; 2026Q1: 25,069 shares; 2026Q2: 24,983 shares 24,983 $1.26M 0.01% -86 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,480 shares; 2024Q4: 8,480 shares; 2025Q1: 8,480 shares; 2025Q2: 8,480 shares; 2025Q3: 8,380 shares; 2025Q4: 8,380 shares; 2026Q1: 8,180 shares; 2026Q2: 8,180 shares 8,180 $1.26M 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,089 shares; 2024Q4: 4,046 shares; 2025Q1: 4,046 shares; 2025Q2: 4,146 shares; 2025Q3: 4,131 shares; 2025Q4: 4,033 shares; 2026Q1: 5,054 shares; 2026Q2: 5,264 shares 5,264 $1.25M 0.01% +210 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 7,860 shares; 2026Q2: 7,770 shares 7,770 $1.23M 0.01% -90 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: 10,184 shares; 2024Q4: 10,184 shares; 2025Q1: 10,184 shares; 2025Q2: 12,710 shares; 2025Q3: 12,710 shares; 2025Q4: 11,992 shares; 2026Q1: 11,992 shares; 2026Q2: 11,992 shares 11,992 $1.23M 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; 2024Q3: 12,007 shares; 2024Q4: 42,217 shares; 2025Q1: 40,755 shares; 2025Q2: 40,755 shares; 2025Q3: 40,711 shares; 2025Q4: 41,083 shares; 2026Q1: 40,873 shares; 2026Q2: 34,876 shares 34,876 $1.21M 0.01% -5,997 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,744 shares; 2024Q4: 31,489 shares; 2025Q1: 31,775 shares; 2025Q2: 30,816 shares; 2025Q3: 15,068 shares; 2025Q4: 13,254 shares; 2026Q1: 11,070 shares; 2026Q2: 9,262 shares 9,262 $1.21M 0.01% -1,808 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: 6,672 shares; 2024Q4: 8,438 shares; 2025Q1: 10,123 shares; 2025Q2: 10,103 shares; 2025Q3: 10,294 shares; 2025Q4: 11,020 shares; 2026Q1: 12,486 shares; 2026Q2: 12,544 shares 12,544 $1.2M 0.01% +58 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST 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: 34,148 shares; 2025Q4: 34,148 shares; 2026Q1: 34,148 shares; 2026Q2: 37,278 shares 37,278 $1.2M 0.01% +3,130 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,268 shares; 2024Q4: 2,170 shares; 2025Q1: 3,193 shares; 2025Q2: 2,692 shares; 2025Q3: 2,960 shares; 2025Q4: 2,978 shares; 2026Q1: 2,797 shares; 2026Q2: 2,839 shares 2,839 $1.19M 0.01% +42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,446 shares; 2026Q2: 39,960 shares 39,960 $1.18M 0.01% +29,514 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,081 shares; 2024Q4: 7,031 shares; 2025Q1: 7,031 shares; 2025Q2: 7,031 shares; 2025Q3: 6,344 shares; 2025Q4: 6,352 shares; 2026Q1: 6,352 shares; 2026Q2: 6,352 shares 6,352 $1.18M 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,039 shares; 2024Q4: 6,855 shares; 2025Q1: 6,877 shares; 2025Q2: 6,768 shares; 2025Q3: 6,750 shares; 2025Q4: 6,796 shares; 2026Q1: 6,635 shares; 2026Q2: 6,635 shares 6,635 $1.16M 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,037 shares; 2025Q2: 961 shares; 2025Q3: not reported; 2025Q4: 1,199 shares; 2026Q1: 1,456 shares; 2026Q2: 6,955 shares 6,955 $1.16M 0.01% +5,499 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,857 shares; 2024Q4: 14,857 shares; 2025Q1: 15,117 shares; 2025Q2: 13,352 shares; 2025Q3: 13,352 shares; 2025Q4: 13,552 shares; 2026Q1: 16,794 shares; 2026Q2: 16,794 shares 16,794 $1.15M 0.01% 0 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: 5,990 shares; 2024Q4: 5,990 shares; 2025Q1: 6,053 shares; 2025Q2: 14,650 shares; 2025Q3: 5,560 shares; 2025Q4: 5,552 shares; 2026Q1: 5,552 shares; 2026Q2: 5,220 shares 5,220 $1.14M 0.01% -332 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: 4,678 shares; 2024Q4: 4,652 shares; 2025Q1: 5,009 shares; 2025Q2: 5,009 shares; 2025Q3: 4,923 shares; 2025Q4: 4,930 shares; 2026Q1: 4,930 shares; 2026Q2: 4,931 shares 4,931 $1.11M 0.01% +1 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: 1,495 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,952 shares; 2025Q4: 2,145 shares; 2026Q1: 1,895 shares; 2026Q2: 1,898 shares 1,898 $1.1M 0.01% +3 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,255 shares; 2024Q4: 3,255 shares; 2025Q1: 5,515 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,654 shares; 2026Q1: 10,516 shares; 2026Q2: 10,229 shares 10,229 $1.1M 0.01% -287 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,568 shares; 2025Q3: 1,528 shares; 2025Q4: 1,998 shares; 2026Q1: 2,203 shares; 2026Q2: 2,279 shares 2,279 $1.09M 0.01% +76 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,519 shares; 2024Q4: 3,834 shares; 2025Q1: 3,834 shares; 2025Q2: 3,732 shares; 2025Q3: 3,705 shares; 2025Q4: 3,615 shares; 2026Q1: 4,261 shares; 2026Q2: 4,377 shares 4,377 $1.09M 0.01% +116 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,783 shares; 2024Q4: 15,637 shares; 2025Q1: 15,637 shares; 2025Q2: 15,363 shares; 2025Q3: 15,363 shares; 2025Q4: 15,423 shares; 2026Q1: 15,423 shares; 2026Q2: 15,624 shares 15,624 $1.07M 0.01% +201 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; 2024Q3: 10,193 shares; 2024Q4: 11,086 shares; 2025Q1: 9,990 shares; 2025Q2: 9,912 shares; 2025Q3: 9,929 shares; 2025Q4: 19,502 shares; 2026Q1: 20,023 shares; 2026Q2: 19,725 shares 19,725 $1.05M 0.01% -298 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,944 shares; 2024Q4: 70,840 shares; 2025Q1: 84,231 shares; 2025Q2: 88,065 shares; 2025Q3: 90,371 shares; 2025Q4: 62,421 shares; 2026Q1: 80,694 shares; 2026Q2: 6,309 shares 6,309 $988K 0.01% -74,385 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: 31,098 shares; 2024Q4: 31,098 shares; 2025Q1: 31,098 shares; 2025Q2: 29,158 shares; 2025Q3: 29,158 shares; 2025Q4: 31,273 shares; 2026Q1: 30,708 shares; 2026Q2: 32,305 shares 32,305 $985K 0.01% +1,597 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: 27,532 shares; 2024Q4: 27,933 shares; 2025Q1: 27,858 shares; 2025Q2: 25,064 shares; 2025Q3: 13,815 shares; 2025Q4: 15,165 shares; 2026Q1: 14,850 shares; 2026Q2: 12,837 shares 12,837 $973K 0.01% -2,013 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,270 shares; 2024Q4: 14,270 shares; 2025Q1: 14,270 shares; 2025Q2: 14,410 shares; 2025Q3: 14,410 shares; 2025Q4: 14,410 shares; 2026Q1: 14,410 shares; 2026Q2: 14,410 shares 14,410 $966K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,444 shares; 2024Q4: 2,385 shares; 2025Q1: 2,429 shares; 2025Q2: 2,108 shares; 2025Q3: 1,808 shares; 2025Q4: 1,902 shares; 2026Q1: 2,101 shares; 2026Q2: 2,418 shares 2,418 $960K 0.01% +317 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,207 shares; 2024Q4: 4,169 shares; 2025Q1: 4,169 shares; 2025Q2: 3,572 shares; 2025Q3: 3,307 shares; 2025Q4: 3,315 shares; 2026Q1: 2,948 shares; 2026Q2: 2,551 shares 2,551 $945K 0.01% -397 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: 761 shares; 2024Q4: 745 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 712 shares; 2025Q4: 686 shares; 2026Q1: 691 shares; 2026Q2: 691 shares 691 $940K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,044 shares; 2024Q4: 1,729 shares; 2025Q1: 1,757 shares; 2025Q2: 1,729 shares; 2025Q3: 1,711 shares; 2025Q4: 1,758 shares; 2026Q1: 1,842 shares; 2026Q2: 1,842 shares 1,842 $938K 0.01% 0 Timeline RSMC TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,210 shares; 2025Q1: 32,210 shares; 2025Q2: 32,210 shares; 2025Q3: 32,210 shares; 2025Q4: 32,210 shares; 2026Q1: 32,210 shares; 2026Q2: 32,210 shares 32,210 $932K 0.01% 0 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: 130,210 shares; 2024Q4: 126,433 shares; 2025Q1: 127,098 shares; 2025Q2: 135,214 shares; 2025Q3: 110,932 shares; 2025Q4: 18,799 shares; 2026Q1: 15,227 shares; 2026Q2: 12,600 shares 12,600 $905K 0.01% -2,627 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,041 shares; 2024Q4: 7,041 shares; 2025Q1: 7,041 shares; 2025Q2: 7,041 shares; 2025Q3: 7,041 shares; 2025Q4: 7,041 shares; 2026Q1: 7,041 shares; 2026Q2: 7,041 shares 7,041 $898K 0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,209 shares; 2024Q4: 27,943 shares; 2025Q1: 27,466 shares; 2025Q2: 21,495 shares; 2025Q3: 17,698 shares; 2025Q4: 17,506 shares; 2026Q1: 11,928 shares; 2026Q2: 9,451 shares 9,451 $893K 0.01% -2,477 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: 8,351 shares; 2024Q4: 8,351 shares; 2025Q1: 8,525 shares; 2025Q2: 8,525 shares; 2025Q3: 8,102 shares; 2025Q4: 8,116 shares; 2026Q1: 6,552 shares; 2026Q2: 7,562 shares 7,562 $890K 0.01% +1,010 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,766 shares; 2024Q4: 16,509 shares; 2025Q1: 16,509 shares; 2025Q2: 14,169 shares; 2025Q3: 14,090 shares; 2025Q4: 13,825 shares; 2026Q1: 22,469 shares; 2026Q2: 23,613 shares 23,613 $858K 0.01% +1,144 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,770 shares; 2024Q4: 4,760 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 4,758 shares; 2025Q4: 4,823 shares; 2026Q1: 4,823 shares; 2026Q2: 4,758 shares 4,758 $850K 0.01% -65 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,869 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,830 shares; 2025Q3: 4,836 shares; 2025Q4: 4,830 shares; 2026Q1: 4,830 shares; 2026Q2: 4,470 shares 4,470 $850K 0.01% -360 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,370 shares; 2024Q4: 8,370 shares; 2025Q1: 8,370 shares; 2025Q2: 8,370 shares; 2025Q3: 8,370 shares; 2025Q4: 8,370 shares; 2026Q1: 8,370 shares; 2026Q2: 8,370 shares 8,370 $846K 0.01% 0 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: 9,147 shares; 2024Q4: 18,406 shares; 2025Q1: 19,404 shares; 2025Q2: 18,401 shares; 2025Q3: 18,294 shares; 2025Q4: 18,396 shares; 2026Q1: 29,862 shares; 2026Q2: 29,862 shares 29,862 $827K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY 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: 3,454 shares; 2026Q2: 3,454 shares 3,454 $826K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,056 shares; 2024Q4: 16,037 shares; 2025Q1: 16,037 shares; 2025Q2: 16,037 shares; 2025Q3: 10,907 shares; 2025Q4: 11,192 shares; 2026Q1: 10,513 shares; 2026Q2: 9,702 shares 9,702 $811K 0.01% -811 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,015 shares; 2024Q4: 12,652 shares; 2025Q1: 12,713 shares; 2025Q2: 12,910 shares; 2025Q3: 14,216 shares; 2025Q4: 9,934 shares; 2026Q1: 10,137 shares; 2026Q2: 9,934 shares 9,934 $806K 0.01% -203 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 24,073 shares; 2026Q2: 21,982 shares 21,982 $789K 0.01% -2,091 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,165 shares; 2024Q4: 6,132 shares; 2025Q1: 6,332 shares; 2025Q2: 6,272 shares; 2025Q3: 6,413 shares; 2025Q4: 6,002 shares; 2026Q1: 6,475 shares; 2026Q2: 6,475 shares 6,475 $785K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,144 shares; 2024Q4: 15,344 shares; 2025Q1: 14,242 shares; 2025Q2: 11,525 shares; 2025Q3: 11,415 shares; 2025Q4: 11,269 shares; 2026Q1: 10,178 shares; 2026Q2: 9,710 shares 9,710 $753K 0.01% -468 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,802 shares; 2024Q4: 7,802 shares; 2025Q1: 7,802 shares; 2025Q2: 7,802 shares; 2025Q3: 7,802 shares; 2025Q4: 7,802 shares; 2026Q1: 7,802 shares; 2026Q2: 7,802 shares 7,802 $751K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726 shares; 2024Q4: 712 shares; 2025Q1: 713 shares; 2025Q2: 662 shares; 2025Q3: 653 shares; 2025Q4: 655 shares; 2026Q1: 655 shares; 2026Q2: 655 shares 655 $742K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,052 shares; 2024Q4: 32,582 shares; 2025Q1: 31,236 shares; 2025Q2: 35,567 shares; 2025Q3: 31,567 shares; 2025Q4: 29,758 shares; 2026Q1: 28,985 shares; 2026Q2: 17,991 shares 17,991 $739K 0.01% -10,994 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: 7,618 shares; 2024Q4: 7,509 shares; 2025Q1: 7,340 shares; 2025Q2: 6,990 shares; 2025Q3: 7,034 shares; 2025Q4: 6,653 shares; 2026Q1: 6,153 shares; 2026Q2: 6,153 shares 6,153 $721K 0.01% 0 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: 40,088 shares; 2024Q4: 37,303 shares; 2025Q1: 35,131 shares; 2025Q2: 24,673 shares; 2025Q3: 22,197 shares; 2025Q4: 19,232 shares; 2026Q1: 6,513 shares; 2026Q2: 6,877 shares 6,877 $703K 0.01% +364 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; 2024Q3: 846 shares; 2024Q4: 770 shares; 2025Q1: 818 shares; 2025Q2: 728 shares; 2025Q3: 667 shares; 2025Q4: 689 shares; 2026Q1: 713 shares; 2026Q2: 713 shares 713 $697K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,797 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,397 shares; 2025Q3: 2,489 shares; 2025Q4: 2,667 shares; 2026Q1: 1,910 shares; 2026Q2: 5,593 shares 5,593 $696K 0.01% +3,683 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: 6,180 shares; 2024Q4: 18,540 shares; 2025Q1: 18,540 shares; 2025Q2: 18,540 shares; 2025Q3: 18,663 shares; 2025Q4: 19,470 shares; 2026Q1: 18,795 shares; 2026Q2: 18,795 shares 18,795 $693K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,696 shares; 2024Q4: 4,783 shares; 2025Q1: 4,795 shares; 2025Q2: 3,338 shares; 2025Q3: 3,380 shares; 2025Q4: 3,347 shares; 2026Q1: 3,108 shares; 2026Q2: 3,128 shares 3,128 $692K 0.01% +20 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,916 shares; 2024Q4: 14,316 shares; 2025Q1: 14,332 shares; 2025Q2: 13,782 shares; 2025Q3: 11,831 shares; 2025Q4: 11,831 shares; 2026Q1: 12,815 shares; 2026Q2: 12,713 shares 12,713 $689K 0.01% -102 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: 6,423 shares; 2024Q4: 6,439 shares; 2025Q1: 6,423 shares; 2025Q2: 7,467 shares; 2025Q3: 5,773 shares; 2025Q4: 5,773 shares; 2026Q1: 5,673 shares; 2026Q2: 5,673 shares 5,673 $676K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,841 shares; 2024Q4: 4,742 shares; 2025Q1: 4,783 shares; 2025Q2: 4,635 shares; 2025Q3: 4,577 shares; 2025Q4: 4,594 shares; 2026Q1: 5,842 shares; 2026Q2: 5,792 shares 5,792 $676K 0.01% -50 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,988 shares; 2024Q4: 3,988 shares; 2025Q1: 3,988 shares; 2025Q2: 4,002 shares; 2025Q3: 4,002 shares; 2025Q4: 4,002 shares; 2026Q1: 4,002 shares; 2026Q2: 4,002 shares 4,002 $667K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,912 shares; 2024Q4: 6,912 shares; 2025Q1: 6,044 shares; 2025Q2: 6,078 shares; 2025Q3: 6,034 shares; 2025Q4: 6,034 shares; 2026Q1: 6,034 shares; 2026Q2: 6,000 shares 6,000 $667K 0.01% -34 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,573 shares; 2024Q4: 27,186 shares; 2025Q1: 24,531 shares; 2025Q2: 24,095 shares; 2025Q3: 22,091 shares; 2025Q4: 22,091 shares; 2026Q1: 19,514 shares; 2026Q2: 17,036 shares 17,036 $653K 0.01% -2,478 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 3,476 shares; 2026Q1: not reported; 2026Q2: 6,369 shares 6,369 $647K 0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185 shares; 2024Q4: 182 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 160 shares; 2025Q4: 158 shares; 2026Q1: 137 shares; 2026Q2: 3,625 shares 3,625 $646K 0.01% +3,488 Timeline MGV 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: 4,340 shares; 2024Q4: 5,315 shares; 2025Q1: 5,315 shares; 2025Q2: 5,315 shares; 2025Q3: 5,415 shares; 2025Q4: 5,315 shares; 2026Q1: 5,315 shares; 2026Q2: 3,937 shares 3,937 $644K 0.01% -1,378 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,573 shares; 2024Q4: 4,573 shares; 2025Q1: 4,762 shares; 2025Q2: 4,762 shares; 2025Q3: 5,052 shares; 2025Q4: 5,531 shares; 2026Q1: 5,531 shares; 2026Q2: 5,996 shares 5,996 $638K 0.01% +465 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,517 shares; 2024Q4: 6,517 shares; 2025Q1: 6,517 shares; 2025Q2: 6,517 shares; 2025Q3: 6,557 shares; 2025Q4: 6,601 shares; 2026Q1: 6,601 shares; 2026Q2: 6,601 shares 6,601 $637K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,408 shares; 2024Q4: 2,364 shares; 2025Q1: 2,344 shares; 2025Q2: 3,625 shares; 2025Q3: 2,444 shares; 2025Q4: 2,353 shares; 2026Q1: 2,328 shares; 2026Q2: 2,282 shares 2,282 $629K 0.01% -46 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,251 shares; 2024Q4: 15,691 shares; 2025Q1: 15,691 shares; 2025Q2: 15,691 shares; 2025Q3: 15,691 shares; 2025Q4: 15,691 shares; 2026Q1: 14,497 shares; 2026Q2: 13,657 shares 13,657 $627K 0.01% -840 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: 8,501 shares; 2024Q4: 17,001 shares; 2025Q1: 17,660 shares; 2025Q2: 17,059 shares; 2025Q3: 17,116 shares; 2025Q4: 18,820 shares; 2026Q1: 17,348 shares; 2026Q2: 17,240 shares 17,240 $623K 0.01% -108 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: 3,163 shares; 2024Q4: 3,097 shares; 2025Q1: 3,059 shares; 2025Q2: 2,931 shares; 2025Q3: 4,899 shares; 2025Q4: 2,620 shares; 2026Q1: 2,620 shares; 2026Q2: 2,547 shares 2,547 $616K 0.01% -73 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: 2,108 shares; 2024Q4: 2,108 shares; 2025Q1: 2,108 shares; 2025Q2: 2,225 shares; 2025Q3: 2,453 shares; 2025Q4: 2,691 shares; 2026Q1: 2,691 shares; 2026Q2: 2,691 shares 2,691 $611K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $597K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,059 shares; 2024Q4: 4,478 shares; 2025Q1: 4,128 shares; 2025Q2: 4,128 shares; 2025Q3: 3,999 shares; 2025Q4: 4,029 shares; 2026Q1: 3,878 shares; 2026Q2: 3,880 shares 3,880 $596K 0.01% +2 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: 2,647 shares; 2024Q4: 2,659 shares; 2025Q1: 2,675 shares; 2025Q2: 2,670 shares; 2025Q3: 843 shares; 2025Q4: 844 shares; 2026Q1: 978 shares; 2026Q2: 1,210 shares 1,210 $594K 0.01% +232 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,497 shares; 2025Q4: 3,617 shares; 2026Q1: 4,181 shares; 2026Q2: 7,845 shares 7,845 $592K 0.01% +3,664 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: 4,976 shares; 2024Q4: 4,976 shares; 2025Q1: 4,976 shares; 2025Q2: 4,976 shares; 2025Q3: 4,976 shares; 2025Q4: 4,976 shares; 2026Q1: 4,976 shares; 2026Q2: 4,976 shares 4,976 $585K 0.01% 0 Timeline EMXF 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: 6,876 shares; 2025Q2: 9,856 shares; 2025Q3: 9,856 shares; 2025Q4: 9,856 shares; 2026Q1: 9,856 shares; 2026Q2: 9,856 shares 9,856 $571K <0.01% 0 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,907 shares; 2024Q4: 9,557 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,441 shares 7,441 $571K <0.01% +441 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY 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: 27,581 shares; 2026Q2: 27,581 shares 27,581 $556K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,311 shares; 2024Q4: 37,311 shares; 2025Q1: 37,311 shares; 2025Q2: 26,773 shares; 2025Q3: 26,748 shares; 2025Q4: 26,748 shares; 2026Q1: 26,748 shares; 2026Q2: 26,898 shares 26,898 $552K <0.01% +150 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 1,110 shares; 2026Q1: 1,111 shares; 2026Q2: 6,666 shares 6,666 $551K <0.01% +5,555 Timeline MGC 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: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 1,995 shares; 2025Q4: 1,995 shares; 2026Q1: 1,995 shares; 2026Q2: 1,995 shares 1,995 $546K <0.01% 0 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: 7,213 shares; 2024Q4: 6,758 shares; 2025Q1: 7,067 shares; 2025Q2: 4,591 shares; 2025Q3: 4,591 shares; 2025Q4: 6,488 shares; 2026Q1: 4,101 shares; 2026Q2: 5,454 shares 5,454 $540K <0.01% +1,353 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,172 shares; 2024Q4: 3,003 shares; 2025Q1: 3,133 shares; 2025Q2: 3,159 shares; 2025Q3: 3,172 shares; 2025Q4: 3,153 shares; 2026Q1: 3,839 shares; 2026Q2: 3,720 shares 3,720 $538K <0.01% -119 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: 3,401 shares; 2024Q4: 3,401 shares; 2025Q1: 3,401 shares; 2025Q2: 3,261 shares; 2025Q3: 3,229 shares; 2025Q4: 2,871 shares; 2026Q1: 2,451 shares; 2026Q2: 2,322 shares 2,322 $533K <0.01% -129 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,755 shares; 2024Q4: 6,755 shares; 2025Q1: 6,731 shares; 2025Q2: 6,731 shares; 2025Q3: 3,827 shares; 2025Q4: 3,827 shares; 2026Q1: 3,694 shares; 2026Q2: 3,627 shares 3,627 $531K <0.01% -67 Timeline VFH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,032 shares; 2026Q1: 4,047 shares; 2026Q2: 4,033 shares 4,033 $531K <0.01% -14 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,038 shares; 2025Q3: 3,771 shares; 2025Q4: 3,771 shares; 2026Q1: 3,771 shares; 2026Q2: 3,455 shares 3,455 $528K <0.01% -316 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; 2024Q3: 9,094 shares; 2024Q4: 5,599 shares; 2025Q1: 5,598 shares; 2025Q2: 5,598 shares; 2025Q3: 2,198 shares; 2025Q4: 2,345 shares; 2026Q1: 4,825 shares; 2026Q2: 5,679 shares 5,679 $524K <0.01% +854 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,226 shares; 2024Q4: 11,793 shares; 2025Q1: 11,576 shares; 2025Q2: 11,576 shares; 2025Q3: 10,009 shares; 2025Q4: 10,009 shares; 2026Q1: 10,009 shares; 2026Q2: 10,009 shares 10,009 $520K <0.01% 0 Timeline DMXF 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: 6,054 shares; 2025Q3: 6,054 shares; 2025Q4: 6,054 shares; 2026Q1: 6,054 shares; 2026Q2: 6,054 shares 6,054 $512K <0.01% 0 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: 361,146 shares; 2024Q4: 298,046 shares; 2025Q1: 312,427 shares; 2025Q2: 302,314 shares; 2025Q3: 25,030 shares; 2025Q4: 22,677 shares; 2026Q1: 15,444 shares; 2026Q2: 9,883 shares 9,883 $498K <0.01% -5,561 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,281 shares; 2024Q4: 11,178 shares; 2025Q1: 10,182 shares; 2025Q2: 10,182 shares; 2025Q3: 10,182 shares; 2025Q4: 10,214 shares; 2026Q1: 10,214 shares; 2026Q2: 10,649 shares 10,649 $496K <0.01% +435 Timeline BWZ 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: 7,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,300 shares; 2025Q3: 9,300 shares; 2025Q4: 9,300 shares; 2026Q1: 18,439 shares; 2026Q2: 18,439 shares 18,439 $493K <0.01% 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; 2024Q3: 11,615 shares; 2024Q4: 5,862 shares; 2025Q1: 5,956 shares; 2025Q2: 6,028 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,944 shares; 2026Q2: 3,847 shares 3,847 $486K <0.01% -97 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,740 shares; 2024Q4: 13,740 shares; 2025Q1: 13,783 shares; 2025Q2: 13,740 shares; 2025Q3: 13,740 shares; 2025Q4: 13,740 shares; 2026Q1: 13,740 shares; 2026Q2: 11,640 shares 11,640 $482K <0.01% -2,100 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,286 shares; 2024Q4: 1,286 shares; 2025Q1: 1,339 shares; 2025Q2: 1,339 shares; 2025Q3: 1,339 shares; 2025Q4: 1,339 shares; 2026Q1: 1,561 shares; 2026Q2: 1,561 shares 1,561 $478K <0.01% 0 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: 2,660 shares; 2024Q4: 2,660 shares; 2025Q1: 2,642 shares; 2025Q2: 2,987 shares; 2025Q3: 2,987 shares; 2025Q4: 2,962 shares; 2026Q1: 2,962 shares; 2026Q2: 2,901 shares 2,901 $477K <0.01% -61 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,448 shares; 2024Q4: 3,499 shares; 2025Q1: 2,777 shares; 2025Q2: 6,518 shares; 2025Q3: 4,419 shares; 2025Q4: 4,321 shares; 2026Q1: 4,312 shares; 2026Q2: 4,312 shares 4,312 $470K <0.01% 0 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: 2,195 shares; 2024Q4: 1,819 shares; 2025Q1: 1,819 shares; 2025Q2: 1,536 shares; 2025Q3: 1,527 shares; 2025Q4: 1,537 shares; 2026Q1: 1,791 shares; 2026Q2: 1,791 shares 1,791 $466K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY 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: 3,150 shares; 2026Q2: 3,060 shares 3,060 $466K <0.01% -90 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,105 shares; 2024Q4: 1,095 shares; 2025Q1: 889 shares; 2025Q2: 895 shares; 2025Q3: 876 shares; 2025Q4: 876 shares; 2026Q1: 871 shares; 2026Q2: 865 shares 865 $453K <0.01% -6 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,709 shares; 2024Q4: 1,500 shares; 2025Q1: 1,782 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $449K <0.01% 0 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; 2024Q3: 10,067 shares; 2024Q4: 6,150 shares; 2025Q1: 6,358 shares; 2025Q2: 5,683 shares; 2025Q3: 5,651 shares; 2025Q4: 5,665 shares; 2026Q1: 5,196 shares; 2026Q2: 5,140 shares 5,140 $447K <0.01% -56 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,810 shares; 2024Q4: 108,615 shares; 2025Q1: 105,751 shares; 2025Q2: 88,635 shares; 2025Q3: 64,040 shares; 2025Q4: 47,887 shares; 2026Q1: 21,502 shares; 2026Q2: 18,147 shares 18,147 $446K <0.01% -3,355 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,868 shares; 2024Q4: 2,498 shares; 2025Q1: 2,498 shares; 2025Q2: 2,634 shares; 2025Q3: 2,625 shares; 2025Q4: 2,609 shares; 2026Q1: 2,609 shares; 2026Q2: 2,374 shares 2,374 $440K <0.01% -235 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: 8,247 shares; 2024Q4: 7,703 shares; 2025Q1: 7,953 shares; 2025Q2: 7,587 shares; 2025Q3: 6,745 shares; 2025Q4: 6,756 shares; 2026Q1: 6,225 shares; 2026Q2: 5,928 shares 5,928 $435K <0.01% -297 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122,298 shares; 2025Q2: 146,794 shares; 2025Q3: 13,573 shares; 2025Q4: 11,948 shares; 2026Q1: 9,948 shares; 2026Q2: 8,217 shares 8,217 $433K <0.01% -1,731 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,290 shares; 2024Q4: 3,268 shares; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: 1,107 shares; 2025Q4: 1,110 shares; 2026Q1: 1,107 shares; 2026Q2: 1,102 shares 1,102 $426K <0.01% -5 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: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: not reported; 2025Q3: 7,351 shares; 2025Q4: 7,351 shares; 2026Q1: 7,981 shares; 2026Q2: 7,961 shares 7,961 $426K <0.01% -20 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 415 shares; 2025Q3: 432 shares; 2025Q4: 429 shares; 2026Q1: not reported; 2026Q2: 543 shares 543 $414K <0.01% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN 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: 3,708 shares; 2026Q2: 3,694 shares 3,694 $413K <0.01% -14 Timeline DFVX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,983 shares 4,983 $410K <0.01% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,312 shares; 2024Q4: 3,274 shares; 2025Q1: 4,473 shares; 2025Q2: 2,746 shares; 2025Q3: 2,746 shares; 2025Q4: 2,746 shares; 2026Q1: 2,746 shares; 2026Q2: 2,746 shares 2,746 $408K <0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,365 shares; 2024Q4: 7,365 shares; 2025Q1: 7,365 shares; 2025Q2: 7,365 shares; 2025Q3: 7,365 shares; 2025Q4: 7,365 shares; 2026Q1: 7,365 shares; 2026Q2: 7,365 shares 7,365 $408K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,714 shares; 2024Q4: 3,610 shares; 2025Q1: 4,649 shares; 2025Q2: 5,398 shares; 2025Q3: 5,337 shares; 2025Q4: 5,480 shares; 2026Q1: 3,094 shares; 2026Q2: 3,094 shares 3,094 $407K <0.01% 0 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: 1,169 shares; 2024Q4: 1,166 shares; 2025Q1: 1,176 shares; 2025Q2: 1,408 shares; 2025Q3: 1,423 shares; 2025Q4: 7,770 shares; 2026Q1: 7,505 shares; 2026Q2: 4,095 shares 4,095 $407K <0.01% -3,410 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,023 shares; 2024Q4: 5,023 shares; 2025Q1: 5,023 shares; 2025Q2: 5,023 shares; 2025Q3: 5,023 shares; 2025Q4: 5,023 shares; 2026Q1: 5,023 shares; 2026Q2: 5,023 shares 5,023 $402K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY 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: 8,924 shares; 2026Q2: 8,930 shares 8,930 $393K <0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,130 shares 1,130 $385K <0.01% new Timeline EMHY ISHARES INC More: the full row for ISHARES 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: 9,450 shares 9,450 $384K <0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,914 shares; 2026Q2: 2,026 shares 2,026 $384K <0.01% -1,888 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; 2024Q3: 6,279 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,232 shares; 2025Q3: 1,522 shares; 2025Q4: not reported; 2026Q1: 1,226 shares; 2026Q2: 1,500 shares 1,500 $384K <0.01% +274 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 3,192 shares; 2026Q2: 3,193 shares 3,193 $378K <0.01% +1 Timeline CRH CRH PLC More: the full row for CRH 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: not reported; 2026Q1: 3,477 shares; 2026Q2: 3,477 shares 3,477 $372K <0.01% 0 Timeline PRF 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: 49,162 shares; 2024Q4: 43,204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,391 shares; 2026Q1: 6,936 shares; 2026Q2: 6,730 shares 6,730 $364K <0.01% -206 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,703 shares; 2026Q1: 8,703 shares; 2026Q2: 8,703 shares 8,703 $353K <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; 2024Q3: 2,635 shares; 2024Q4: 2,635 shares; 2025Q1: 2,635 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares; 2025Q4: 2,635 shares; 2026Q1: 2,635 shares; 2026Q2: 2,383 shares 2,383 $352K <0.01% -252 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,097 shares; 2024Q4: 3,491 shares; 2025Q1: 3,417 shares; 2025Q2: 3,629 shares; 2025Q3: 2,374 shares; 2025Q4: 2,506 shares; 2026Q1: 2,496 shares; 2026Q2: 2,496 shares 2,496 $347K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,680 shares; 2025Q2: 1,486 shares; 2025Q3: 1,493 shares; 2025Q4: 2,952 shares; 2026Q1: 2,952 shares; 2026Q2: 2,952 shares 2,952 $346K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,838 shares; 2024Q4: 7,556 shares; 2025Q1: 7,511 shares; 2025Q2: 8,463 shares; 2025Q3: 7,511 shares; 2025Q4: 7,360 shares; 2026Q1: 6,982 shares; 2026Q2: 6,982 shares 6,982 $342K <0.01% 0 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: 3,845 shares; 2024Q4: 3,845 shares; 2025Q1: 3,845 shares; 2025Q2: 3,845 shares; 2025Q3: 3,727 shares; 2025Q4: 7,454 shares; 2026Q1: 7,454 shares; 2026Q2: 7,454 shares 7,454 $338K <0.01% 0 Timeline SMMD 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: not reported; 2026Q2: 3,684 shares 3,684 $338K <0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,840 shares; 2024Q4: 1,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 908 shares; 2026Q1: 1,251 shares; 2026Q2: 1,078 shares 1,078 $338K <0.01% -173 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,067 shares; 2024Q4: 8,999 shares; 2025Q1: 8,374 shares; 2025Q2: 8,174 shares; 2025Q3: 7,580 shares; 2025Q4: 7,607 shares; 2026Q1: 7,693 shares; 2026Q2: 3,681 shares 3,681 $336K <0.01% -4,012 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,013 shares; 2024Q4: 4,966 shares; 2025Q1: 4,918 shares; 2025Q2: 4,692 shares; 2025Q3: 4,454 shares; 2025Q4: 4,432 shares; 2026Q1: 4,357 shares; 2026Q2: 4,348 shares 4,348 $335K <0.01% -9 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,115 shares; 2024Q4: 3,115 shares; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: 3,115 shares; 2025Q4: 3,115 shares; 2026Q1: 3,115 shares; 2026Q2: 3,115 shares 3,115 $334K <0.01% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 4,322 shares 4,322 $334K <0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,629 shares; 2024Q4: 7,489 shares; 2025Q1: 7,751 shares; 2025Q2: 7,215 shares; 2025Q3: 6,761 shares; 2025Q4: 9,926 shares; 2026Q1: 6,689 shares; 2026Q2: 6,689 shares 6,689 $333K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,803 shares; 2024Q4: 3,766 shares; 2025Q1: 3,667 shares; 2025Q2: 3,288 shares; 2025Q3: 2,986 shares; 2025Q4: 3,070 shares; 2026Q1: 3,062 shares; 2026Q2: 3,486 shares 3,486 $333K <0.01% +424 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,449 shares; 2024Q4: 1,410 shares; 2025Q1: 1,370 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,527 shares; 2026Q1: 1,179 shares; 2026Q2: 1,179 shares 1,179 $328K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,845 shares; 2024Q4: 3,845 shares; 2025Q1: 3,845 shares; 2025Q2: 4,419 shares; 2025Q3: 1,669 shares; 2025Q4: 1,785 shares; 2026Q1: 2,841 shares; 2026Q2: 2,664 shares 2,664 $328K <0.01% -177 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares; 2026Q1: 1,328 shares; 2026Q2: 1,328 shares 1,328 $327K <0.01% 0 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; 2024Q3: 7,239 shares; 2024Q4: 7,239 shares; 2025Q1: 7,239 shares; 2025Q2: 7,239 shares; 2025Q3: 7,239 shares; 2025Q4: 7,239 shares; 2026Q1: 7,239 shares; 2026Q2: 7,239 shares 7,239 $321K <0.01% 0 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: 5,076 shares; 2024Q4: 3,757 shares; 2025Q1: 3,157 shares; 2025Q2: 3,251 shares; 2025Q3: 3,219 shares; 2025Q4: 3,421 shares; 2026Q1: 3,260 shares; 2026Q2: 3,312 shares 3,312 $321K <0.01% +52 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS 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: 4,824 shares; 2026Q2: 4,514 shares 4,514 $312K <0.01% -310 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,712 shares; 2026Q2: 3,712 shares 3,712 $311K <0.01% 0 Timeline SPHD 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $305K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,304 shares; 2024Q4: 4,669 shares; 2025Q1: 4,669 shares; 2025Q2: 4,669 shares; 2025Q3: 4,575 shares; 2025Q4: 5,425 shares; 2026Q1: 5,425 shares; 2026Q2: 5,428 shares 5,428 $301K <0.01% +3 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,309 shares; 2025Q3: 5,918 shares; 2025Q4: 6,123 shares; 2026Q1: 6,814 shares; 2026Q2: 6,329 shares 6,329 $301K <0.01% -485 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,577 shares; 2024Q4: 3,709 shares; 2025Q1: 3,735 shares; 2025Q2: 3,607 shares; 2025Q3: 3,335 shares; 2025Q4: 3,340 shares; 2026Q1: 2,610 shares; 2026Q2: 2,711 shares 2,711 $300K <0.01% +101 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,904 shares; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 2,741 shares; 2025Q3: 2,231 shares; 2025Q4: 2,246 shares; 2026Q1: 2,246 shares; 2026Q2: 1,715 shares 1,715 $298K <0.01% -531 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,800 shares 1,800 $298K <0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,773 shares; 2025Q2: 4,773 shares; 2025Q3: 4,773 shares; 2025Q4: 4,812 shares; 2026Q1: 5,612 shares; 2026Q2: 3,124 shares 3,124 $292K <0.01% -2,488 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 1,943 shares; 2026Q2: 1,768 shares 1,768 $287K <0.01% -175 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,326 shares; 2024Q4: 4,191 shares; 2025Q1: 4,191 shares; 2025Q2: 4,326 shares; 2025Q3: 4,171 shares; 2025Q4: 4,181 shares; 2026Q1: 4,171 shares; 2026Q2: 4,171 shares 4,171 $283K <0.01% 0 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: 3,028 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,711 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares; 2026Q2: 1,711 shares 1,711 $280K <0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,906 shares; 2024Q4: 7,906 shares; 2025Q1: 7,906 shares; 2025Q2: 7,906 shares; 2025Q3: 7,906 shares; 2025Q4: 7,906 shares; 2026Q1: 7,906 shares; 2026Q2: 7,906 shares 7,906 $278K <0.01% 0 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: 1,223 shares; 2024Q4: 1,226 shares; 2025Q1: 1,218 shares; 2025Q2: 1,367 shares; 2025Q3: 1,271 shares; 2025Q4: 1,274 shares; 2026Q1: 1,242 shares; 2026Q2: 601 shares 601 $272K <0.01% -641 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: 281 shares; 2024Q4: 272 shares; 2025Q1: 274 shares; 2025Q2: 4,080 shares; 2025Q3: 3,990 shares; 2025Q4: 4,154 shares; 2026Q1: 4,657 shares; 2026Q2: 2,947 shares 2,947 $271K <0.01% -1,710 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,301 shares; 2024Q4: 1,031 shares; 2025Q1: 1,156 shares; 2025Q2: 1,146 shares; 2025Q3: 1,133 shares; 2025Q4: 1,128 shares; 2026Q1: 1,128 shares; 2026Q2: 1,128 shares 1,128 $268K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,519 shares; 2024Q4: 5,519 shares; 2025Q1: 5,526 shares; 2025Q2: 3,909 shares; 2025Q3: 3,769 shares; 2025Q4: 4,719 shares; 2026Q1: 4,719 shares; 2026Q2: 1,710 shares 1,710 $264K <0.01% -3,009 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,157 shares 1,157 $263K <0.01% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,353 shares; 2024Q4: 18,289 shares; 2025Q1: 17,771 shares; 2025Q2: 17,721 shares; 2025Q3: 2,903 shares; 2025Q4: 2,717 shares; 2026Q1: 2,779 shares; 2026Q2: 2,710 shares 2,710 $261K <0.01% -69 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,803 shares; 2024Q4: 7,601 shares; 2025Q1: 7,740 shares; 2025Q2: 7,601 shares; 2025Q3: 6,607 shares; 2025Q4: 7,334 shares; 2026Q1: 6,907 shares; 2026Q2: 7,312 shares 7,312 $254K <0.01% +405 Timeline EFV 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: 3,259 shares; 2026Q2: 3,259 shares 3,259 $249K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,209 shares; 2024Q4: 10,516 shares; 2025Q1: 10,516 shares; 2025Q2: 10,516 shares; 2025Q3: 10,444 shares; 2025Q4: 10,564 shares; 2026Q1: 10,564 shares; 2026Q2: 10,823 shares 10,823 $249K <0.01% +259 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,438 shares; 2024Q4: 2,417 shares; 2025Q1: 2,393 shares; 2025Q2: 2,249 shares; 2025Q3: 2,249 shares; 2025Q4: 2,401 shares; 2026Q1: 2,138 shares; 2026Q2: 1,906 shares 1,906 $247K <0.01% -232 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: 4,391 shares; 2024Q4: 3,597 shares; 2025Q1: 3,597 shares; 2025Q2: 3,597 shares; 2025Q3: 3,548 shares; 2025Q4: 3,556 shares; 2026Q1: 2,697 shares; 2026Q2: 2,505 shares 2,505 $246K <0.01% -192 Timeline IWY 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: 861 shares; 2025Q4: 842 shares; 2026Q1: 842 shares; 2026Q2: 842 shares 842 $245K <0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: 493 shares; 2026Q2: 462 shares 462 $245K <0.01% -31 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW 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: 1,159 shares; 2025Q4: 1,171 shares; 2026Q1: 1,171 shares; 2026Q2: 1,087 shares 1,087 $243K <0.01% -84 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 464 shares 464 $242K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA 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: 895 shares; 2026Q2: 852 shares 852 $241K <0.01% -43 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: 6,350 shares; 2024Q4: 6,050 shares; 2025Q1: 6,050 shares; 2025Q2: 6,050 shares; 2025Q3: 5,500 shares; 2025Q4: 8,750 shares; 2026Q1: 5,750 shares; 2026Q2: 4,762 shares 4,762 $241K <0.01% -988 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,011 shares; 2025Q2: 7,071 shares; 2025Q3: 7,010 shares; 2025Q4: 7,010 shares; 2026Q1: 7,010 shares; 2026Q2: 6,950 shares 6,950 $240K <0.01% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,194 shares 2,194 $239K <0.01% new Timeline CVY 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: 8,985 shares; 2026Q2: 8,228 shares 8,228 $237K <0.01% -757 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,772 shares; 2024Q4: 5,469 shares; 2025Q1: 5,398 shares; 2025Q2: 5,312 shares; 2025Q3: 3,291 shares; 2025Q4: 3,092 shares; 2026Q1: 2,440 shares; 2026Q2: 1,155 shares 1,155 $237K <0.01% -1,285 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,244 shares; 2024Q4: 11,238 shares; 2025Q1: 11,254 shares; 2025Q2: 11,075 shares; 2025Q3: 3,414 shares; 2025Q4: 1,231 shares; 2026Q1: 986 shares; 2026Q2: 987 shares 987 $235K <0.01% +1 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,116 shares; 2024Q4: 4,308 shares; 2025Q1: 4,395 shares; 2025Q2: 4,308 shares; 2025Q3: 4,308 shares; 2025Q4: 8,205 shares; 2026Q1: 9,621 shares; 2026Q2: 5,504 shares 5,504 $234K <0.01% -4,117 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,901 shares; 2024Q4: 1,747 shares; 2025Q1: 2,086 shares; 2025Q2: 2,066 shares; 2025Q3: 2,029 shares; 2025Q4: 2,016 shares; 2026Q1: not reported; 2026Q2: 2,166 shares 2,166 $234K <0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,874 shares; 2024Q4: 2,874 shares; 2025Q1: 2,874 shares; 2025Q2: 3,884 shares; 2025Q3: 3,826 shares; 2025Q4: 3,840 shares; 2026Q1: 4,182 shares; 2026Q2: 2,534 shares 2,534 $233K <0.01% -1,648 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 1,043 shares 1,043 $232K <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,173 shares; 2025Q1: 1,185 shares; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares; 2026Q2: 1,123 shares 1,123 $231K <0.01% -52 Timeline PFM 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: 4,170 shares; 2025Q3: 4,170 shares; 2025Q4: 4,170 shares; 2026Q1: 4,170 shares; 2026Q2: 4,170 shares 4,170 $231K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,556 shares; 2024Q4: 2,350 shares; 2025Q1: 2,373 shares; 2025Q2: 2,100 shares; 2025Q3: not reported; 2025Q4: 1,696 shares; 2026Q1: 1,881 shares; 2026Q2: 1,699 shares 1,699 $230K <0.01% -182 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 953 shares; 2024Q4: 944 shares; 2025Q1: 956 shares; 2025Q2: 944 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 779 shares; 2026Q2: 779 shares 779 $230K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,171 shares; 2026Q2: 4,171 shares 4,171 $229K <0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,157 shares; 2024Q4: 2,864 shares; 2025Q1: 2,784 shares; 2025Q2: 3,841 shares; 2025Q3: 3,355 shares; 2025Q4: 3,355 shares; 2026Q1: 2,745 shares; 2026Q2: 886 shares 886 $229K <0.01% -1,859 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,609 shares; 2024Q4: 25,842 shares; 2025Q1: 25,098 shares; 2025Q2: 25,098 shares; 2025Q3: 24,454 shares; 2025Q4: 24,454 shares; 2026Q1: 24,454 shares; 2026Q2: 24,485 shares 24,485 $228K <0.01% +31 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 984 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,701 shares; 2025Q3: 1,701 shares; 2025Q4: 1,847 shares; 2026Q1: 1,825 shares; 2026Q2: 771 shares 771 $224K <0.01% -1,054 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 751 shares 751 $224K <0.01% new Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY 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: 6,445 shares; 2026Q2: 6,445 shares 6,445 $220K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,471 shares; 2024Q4: not reported; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,353 shares; 2025Q4: 1,360 shares; 2026Q1: 1,360 shares; 2026Q2: 1,361 shares 1,361 $218K <0.01% +1 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,919 shares 2,919 $217K <0.01% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR 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: 20,362 shares 20,362 $215K <0.01% new Timeline RPG 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: 5,695 shares; 2026Q1: not reported; 2026Q2: 3,365 shares 3,365 $215K <0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS 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: 760 shares 760 $213K <0.01% new Timeline TBLL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $211K <0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 468 shares; 2026Q2: 459 shares 459 $211K <0.01% -9 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD 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: 3,047 shares 3,047 $209K <0.01% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,067 shares 1,067 $208K <0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,140 shares; 2024Q4: 2,040 shares; 2025Q1: 1,973 shares; 2025Q2: 1,472 shares; 2025Q3: 1,872 shares; 2025Q4: 1,503 shares; 2026Q1: 1,778 shares; 2026Q2: 957 shares 957 $207K <0.01% -821 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,310 shares; 2024Q4: 17,310 shares; 2025Q1: 16,133 shares; 2025Q2: 16,133 shares; 2025Q3: 16,133 shares; 2025Q4: 16,133 shares; 2026Q1: 16,133 shares; 2026Q2: 16,133 shares 16,133 $207K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,455 shares; 2025Q3: 576 shares; 2025Q4: 672 shares; 2026Q1: 691 shares; 2026Q2: 641 shares 641 $136K <0.01% -50 Timeline PGX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,373 shares; 2026Q2: 10,373 shares 10,373 $112K <0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES 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: 16,887 shares; 2026Q2: 16,887 shares 16,887 $84.3K <0.01% 0 Timeline HDRN HADRON ENERGY INC More: the full row for HADRON ENERGY 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: 10,000 shares 10,000 $20.3K <0.01% new Timeline