VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 388,309 shares; 2025Q1: 348,556 shares; 2025Q2: 352,178 shares; 2025Q3: 354,707 shares; 2025Q4: 357,852 shares; 2026Q1: 364,547 shares; 2026Q2: 377,107 shares; 2026Q3: 376,197 shares 376,197 $132M 10.45% -910 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 357,040 shares; 2025Q1: 341,162 shares; 2025Q2: 345,967 shares; 2025Q3: 349,079 shares; 2025Q4: 352,930 shares; 2026Q1: 371,133 shares; 2026Q2: 383,312 shares; 2026Q3: 382,477 shares 382,477 $109M 8.59% -835 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; 2024Q4: 911,421 shares; 2025Q1: 880,334 shares; 2025Q2: 886,057 shares; 2025Q3: 891,654 shares; 2025Q4: 901,342 shares; 2026Q1: 832,286 shares; 2026Q2: 863,734 shares; 2026Q3: 862,689 shares 862,689 $60.9M 4.81% -1,045 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,514,620 shares; 2025Q1: 1,523,909 shares; 2025Q2: 1,530,631 shares; 2025Q3: 1,541,281 shares; 2025Q4: 1,548,972 shares; 2026Q1: 1,471,629 shares; 2026Q2: 1,518,670 shares; 2026Q3: 1,517,959 shares 1,517,959 $55.3M 4.37% -711 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 127,426 shares; 2025Q1: 140,192 shares; 2025Q2: 140,494 shares; 2025Q3: 140,408 shares; 2025Q4: 140,104 shares; 2026Q1: 146,084 shares; 2026Q2: 150,400 shares; 2026Q3: 149,728 shares 149,728 $51.5M 4.07% -672 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 141,132 shares; 2025Q1: 135,711 shares; 2025Q2: 136,568 shares; 2025Q3: 138,990 shares; 2025Q4: 140,195 shares; 2026Q1: 148,780 shares; 2026Q2: 619,635 shares; 2026Q3: 619,013 shares 619,013 $48.5M 3.83% -622 Timeline RDIV 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; 2024Q4: 708,949 shares; 2025Q1: 702,958 shares; 2025Q2: 711,039 shares; 2025Q3: 723,596 shares; 2025Q4: 737,112 shares; 2026Q1: 739,810 shares; 2026Q2: 763,888 shares; 2026Q3: 762,724 shares 762,724 $43.6M 3.44% -1,164 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 265,737 shares; 2025Q1: 255,363 shares; 2025Q2: 261,397 shares; 2025Q3: 264,618 shares; 2025Q4: 267,804 shares; 2026Q1: 268,922 shares; 2026Q2: 277,781 shares; 2026Q3: 277,424 shares 277,424 $43.1M 3.4% -357 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 738,389 shares; 2025Q1: 645,837 shares; 2025Q2: 649,506 shares; 2025Q3: 524,950 shares; 2025Q4: 521,972 shares; 2026Q1: 298,166 shares; 2026Q2: 309,297 shares; 2026Q3: 306,905 shares 306,905 $35M 2.76% -2,392 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 172,490 shares; 2025Q1: 166,044 shares; 2025Q2: 168,370 shares; 2025Q3: 173,117 shares; 2025Q4: 175,275 shares; 2026Q1: 190,029 shares; 2026Q2: 197,196 shares; 2026Q3: 196,760 shares 196,760 $31.5M 2.49% -436 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 211,184 shares; 2025Q1: 214,047 shares; 2025Q2: 216,588 shares; 2025Q3: 222,655 shares; 2025Q4: 225,211 shares; 2026Q1: 237,895 shares; 2026Q2: 246,437 shares; 2026Q3: 246,003 shares 246,003 $31.5M 2.49% -434 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 239,198 shares; 2025Q1: 255,734 shares; 2025Q2: 255,051 shares; 2025Q3: 259,882 shares; 2025Q4: 265,041 shares; 2026Q1: 301,214 shares; 2026Q2: 306,452 shares; 2026Q3: 313,155 shares 313,155 $29.6M 2.34% +6,703 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 798,399 shares; 2025Q1: 837,096 shares; 2025Q2: 835,676 shares; 2025Q3: 847,944 shares; 2025Q4: 859,179 shares; 2026Q1: 1,009,143 shares; 2026Q2: 1,014,658 shares; 2026Q3: 1,029,860 shares 1,029,860 $29.5M 2.33% +15,202 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,291,891 shares; 2026Q2: 1,306,170 shares; 2026Q3: 1,334,915 shares 1,334,915 $29.2M 2.31% +28,745 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 369,850 shares; 2025Q1: 397,450 shares; 2025Q2: 393,005 shares; 2025Q3: 404,534 shares; 2025Q4: 406,197 shares; 2026Q1: 465,886 shares; 2026Q2: 512,991 shares; 2026Q3: 517,180 shares 517,180 $24.5M 1.93% +4,189 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 442,405 shares; 2026Q2: 497,558 shares; 2026Q3: 501,612 shares 501,612 $24.5M 1.93% +4,054 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; 2024Q4: 117,770 shares; 2025Q1: 113,483 shares; 2025Q2: 112,234 shares; 2025Q3: 112,594 shares; 2025Q4: 112,199 shares; 2026Q1: 113,007 shares; 2026Q2: 112,929 shares; 2026Q3: 111,205 shares 111,205 $24M 1.9% -1,724 Timeline GTEK GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 590,836 shares; 2025Q1: 544,568 shares; 2025Q2: 551,464 shares; 2025Q3: 556,879 shares; 2025Q4: 559,170 shares; 2026Q1: 526,563 shares; 2026Q2: 419,956 shares; 2026Q3: 400,908 shares 400,908 $23.5M 1.86% -19,048 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,652 shares; 2025Q1: 40,154 shares; 2025Q2: 39,793 shares; 2025Q3: 39,858 shares; 2025Q4: 40,345 shares; 2026Q1: 39,121 shares; 2026Q2: 234,644 shares; 2026Q3: 234,148 shares 234,148 $21.1M 1.67% -496 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 144,378 shares; 2025Q1: 152,428 shares; 2025Q2: 153,210 shares; 2025Q3: 156,106 shares; 2025Q4: 159,331 shares; 2026Q1: 179,953 shares; 2026Q2: 183,204 shares; 2026Q3: 187,329 shares 187,329 $19.5M 1.54% +4,125 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 189,627 shares; 2025Q1: 197,501 shares; 2025Q2: 196,140 shares; 2025Q3: 196,877 shares; 2025Q4: 194,348 shares; 2026Q1: 181,547 shares; 2026Q2: 183,951 shares; 2026Q3: 183,874 shares 183,874 $19.1M 1.51% -77 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 586,722 shares; 2025Q1: 626,701 shares; 2025Q2: 633,528 shares; 2025Q3: 634,629 shares; 2025Q4: 632,853 shares; 2026Q1: 438,061 shares; 2026Q2: 452,018 shares; 2026Q3: 453,502 shares 453,502 $18.1M 1.43% +1,484 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 709,060 shares; 2025Q1: 753,435 shares; 2025Q2: 753,839 shares; 2025Q3: 771,347 shares; 2025Q4: 767,948 shares; 2026Q1: 636,580 shares; 2026Q2: 697,944 shares; 2026Q3: 703,566 shares 703,566 $17.8M 1.4% +5,622 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 235,088 shares; 2025Q1: 252,745 shares; 2025Q2: 252,883 shares; 2025Q3: 258,906 shares; 2025Q4: 259,759 shares; 2026Q1: 550,889 shares; 2026Q2: 617,758 shares; 2026Q3: 623,294 shares 623,294 $15.7M 1.24% +5,536 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 325,647 shares; 2025Q2: 329,189 shares; 2025Q3: 335,718 shares; 2025Q4: 339,713 shares; 2026Q1: 392,668 shares; 2026Q2: 399,291 shares; 2026Q3: 407,257 shares 407,257 $10M 0.79% +7,966 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 330,272 shares; 2025Q2: 332,173 shares; 2025Q3: 338,657 shares; 2025Q4: 345,676 shares; 2026Q1: 393,471 shares; 2026Q2: 400,188 shares; 2026Q3: 408,509 shares 408,509 $9.91M 0.78% +8,321 Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 333,487 shares; 2025Q2: 335,356 shares; 2025Q3: 341,762 shares; 2025Q4: 348,594 shares; 2026Q1: 394,101 shares; 2026Q2: 400,902 shares; 2026Q3: 409,472 shares 409,472 $9.8M 0.77% +8,570 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 438,998 shares; 2026Q2: 446,254 shares; 2026Q3: 456,166 shares 456,166 $9.68M 0.76% +9,912 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 496,439 shares 496,439 $9.67M 0.76% new Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 485,730 shares; 2026Q2: 493,754 shares; 2026Q3: 504,949 shares 504,949 $9.59M 0.76% +11,195 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,387 shares; 2025Q1: 102,708 shares; 2025Q2: 103,444 shares; 2025Q3: 105,321 shares; 2025Q4: 98,893 shares; 2026Q1: 113,147 shares; 2026Q2: 115,113 shares; 2026Q3: 117,855 shares 117,855 $9.17M 0.72% +2,742 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,714 shares; 2025Q1: 36,714 shares; 2025Q2: 36,714 shares; 2025Q3: 395,696 shares; 2025Q4: 397,718 shares; 2026Q1: 321,392 shares; 2026Q2: 357,483 shares; 2026Q3: 360,314 shares 360,314 $8.46M 0.67% +2,831 Timeline MYMJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 227,994 shares; 2025Q2: 228,359 shares; 2025Q3: 234,082 shares; 2025Q4: 236,525 shares; 2026Q1: 294,895 shares; 2026Q2: 335,562 shares; 2026Q3: 338,482 shares 338,482 $8.09M 0.64% +2,920 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80,455 shares; 2025Q1: 88,202 shares; 2025Q2: 89,476 shares; 2025Q3: 91,582 shares; 2025Q4: 91,133 shares; 2026Q1: 72,593 shares; 2026Q2: 81,425 shares; 2026Q3: 82,138 shares 82,138 $7.83M 0.62% +713 Timeline MYMI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 228,490 shares; 2025Q2: 228,855 shares; 2025Q3: 234,592 shares; 2025Q4: 237,069 shares; 2026Q1: 285,956 shares; 2026Q2: 322,794 shares; 2026Q3: 325,722 shares 325,722 $7.77M 0.61% +2,928 Timeline MYMK SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265,263 shares; 2026Q2: 301,746 shares; 2026Q3: 304,655 shares 304,655 $7.36M 0.58% +2,909 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,196 shares; 2025Q1: 55,203 shares; 2025Q2: 56,444 shares; 2025Q3: 59,228 shares; 2025Q4: 63,635 shares; 2026Q1: 68,297 shares; 2026Q2: 71,040 shares; 2026Q3: 71,324 shares 71,324 $7.21M 0.57% +284 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,587 shares; 2025Q1: 20,377 shares; 2025Q2: 20,724 shares; 2025Q3: 20,339 shares; 2025Q4: 20,960 shares; 2026Q1: 21,230 shares; 2026Q2: 23,019 shares; 2026Q3: 21,115 shares 21,115 $7.03M 0.56% -1,904 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 299,024 shares; 2026Q2: 340,927 shares; 2026Q3: 344,261 shares 344,261 $6.62M 0.52% +3,334 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 135,321 shares; 2025Q1: 152,027 shares; 2025Q2: 155,640 shares; 2025Q3: 163,607 shares; 2025Q4: 174,151 shares; 2026Q1: 146,566 shares; 2026Q2: 151,241 shares; 2026Q3: 151,882 shares 151,882 $6.41M 0.51% +641 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,507 shares; 2025Q1: 71,251 shares; 2025Q2: 78,646 shares; 2025Q3: 82,636 shares; 2025Q4: 86,273 shares; 2026Q1: 89,678 shares; 2026Q2: 97,586 shares; 2026Q3: 97,964 shares 97,964 $5.81M 0.46% +378 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,854 shares; 2025Q1: 113,871 shares; 2025Q2: 113,871 shares; 2025Q3: 114,104 shares; 2025Q4: 114,104 shares; 2026Q1: 110,259 shares; 2026Q2: 110,375 shares; 2026Q3: 110,375 shares 110,375 $5.54M 0.44% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,912 shares; 2025Q1: 7,852 shares; 2025Q2: 8,959 shares; 2025Q3: 8,968 shares; 2025Q4: 9,934 shares; 2026Q1: 9,634 shares; 2026Q2: 10,026 shares; 2026Q3: 10,198 shares 10,198 $5.23M 0.41% +172 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,023 shares; 2025Q1: 21,540 shares; 2025Q2: 24,536 shares; 2025Q3: 25,823 shares; 2025Q4: 28,024 shares; 2026Q1: 33,152 shares; 2026Q2: 35,921 shares; 2026Q3: 36,089 shares 36,089 $4.91M 0.39% +168 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,259 shares; 2025Q1: 15,017 shares; 2025Q2: 15,038 shares; 2025Q3: 15,282 shares; 2025Q4: 16,728 shares; 2026Q1: 18,670 shares; 2026Q2: 20,587 shares; 2026Q3: 20,695 shares 20,695 $4.78M 0.38% +108 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112,977 shares; 2025Q1: 114,140 shares; 2025Q2: 117,020 shares; 2025Q3: 124,053 shares; 2025Q4: 127,853 shares; 2026Q1: 75,247 shares; 2026Q2: 78,776 shares; 2026Q3: 98,897 shares 98,897 $4.49M 0.35% +20,121 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,490 shares; 2025Q1: 10,999 shares; 2025Q2: 10,962 shares; 2025Q3: 11,068 shares; 2025Q4: 22,735 shares; 2026Q1: 21,293 shares; 2026Q2: 21,162 shares; 2026Q3: 21,147 shares 21,147 $4.14M 0.33% -15 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,135 shares; 2025Q1: 9,313 shares; 2025Q2: 9,488 shares; 2025Q3: 9,488 shares; 2025Q4: 11,052 shares; 2026Q1: 10,923 shares; 2026Q2: 10,842 shares; 2026Q3: 11,196 shares 11,196 $3.85M 0.3% +354 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,043 shares; 2025Q1: 6,021 shares; 2025Q2: 8,975 shares; 2025Q3: 8,174 shares; 2025Q4: 8,126 shares; 2026Q1: 8,045 shares; 2026Q2: 7,939 shares; 2026Q3: 7,634 shares 7,634 $3.8M 0.3% -305 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,241 shares; 2025Q1: 10,747 shares; 2025Q2: 10,486 shares; 2025Q3: 10,583 shares; 2025Q4: 10,445 shares; 2026Q1: 10,077 shares; 2026Q2: 10,100 shares; 2026Q3: 10,046 shares 10,046 $3.42M 0.27% -54 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,762 shares; 2025Q1: 11,069 shares; 2025Q2: 11,421 shares; 2025Q3: 11,862 shares; 2025Q4: 12,250 shares; 2026Q1: 11,454 shares; 2026Q2: 12,229 shares; 2026Q3: 12,000 shares 12,000 $3.18M 0.25% -229 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,158 shares; 2025Q1: 11,102 shares; 2025Q2: 10,900 shares; 2025Q3: 10,900 shares; 2025Q4: 11,957 shares; 2026Q1: 11,505 shares; 2026Q2: 11,517 shares; 2026Q3: 11,837 shares 11,837 $2.95M 0.23% +320 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; 2024Q4: 10,401 shares; 2025Q1: 10,572 shares; 2025Q2: 9,836 shares; 2025Q3: 9,825 shares; 2025Q4: 10,065 shares; 2026Q1: 10,065 shares; 2026Q2: 10,088 shares; 2026Q3: 10,088 shares 10,088 $2.85M 0.22% 0 Timeline KBWY 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,646 shares; 2025Q3: 117,733 shares; 2025Q4: 127,712 shares; 2026Q1: 147,019 shares; 2026Q2: 154,504 shares; 2026Q3: 155,081 shares 155,081 $2.58M 0.2% +577 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; 2024Q4: 19,710 shares; 2025Q1: 17,271 shares; 2025Q2: 59,800 shares; 2025Q3: 67,623 shares; 2025Q4: 67,623 shares; 2026Q1: 70,530 shares; 2026Q2: 85,402 shares; 2026Q3: 84,722 shares 84,722 $2.54M 0.2% -680 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,693 shares; 2025Q1: 62,046 shares; 2025Q2: 35,731 shares; 2025Q3: 38,026 shares; 2025Q4: 39,319 shares; 2026Q1: 45,705 shares; 2026Q2: 47,342 shares; 2026Q3: 47,543 shares 47,543 $2.47M 0.19% +201 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,935 shares; 2025Q1: 6,917 shares; 2025Q2: 7,359 shares; 2025Q3: 7,295 shares; 2025Q4: 7,298 shares; 2026Q1: 7,304 shares; 2026Q2: 7,210 shares; 2026Q3: 7,364 shares 7,364 $2.44M 0.19% +154 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,424 shares; 2025Q1: 4,479 shares; 2025Q2: 4,366 shares; 2025Q3: 4,366 shares; 2025Q4: 5,651 shares; 2026Q1: 5,747 shares; 2026Q2: 5,944 shares; 2026Q3: 6,039 shares 6,039 $2.4M 0.19% +95 Timeline XSHD 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,757 shares; 2025Q3: 132,094 shares; 2025Q4: 143,998 shares; 2026Q1: 176,273 shares; 2026Q2: 185,226 shares; 2026Q3: 185,979 shares 185,979 $2.39M 0.19% +753 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,106 shares; 2025Q1: 2,074 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares; 2025Q4: 2,947 shares; 2026Q1: 2,992 shares; 2026Q2: 3,056 shares; 2026Q3: 3,056 shares 3,056 $2.33M 0.18% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,904 shares; 2025Q1: 2,854 shares; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares; 2026Q1: 2,975 shares; 2026Q2: 2,975 shares; 2026Q3: 2,850 shares 2,850 $2.31M 0.18% -125 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,204 shares; 2025Q1: 6,773 shares; 2025Q2: 8,378 shares; 2025Q3: 9,040 shares; 2025Q4: 9,653 shares; 2026Q1: 10,428 shares; 2026Q2: 10,879 shares; 2026Q3: 11,227 shares 11,227 $2.29M 0.18% +348 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: 13,536 shares; 2026Q2: 14,266 shares; 2026Q3: 14,313 shares 14,313 $2.24M 0.18% +47 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,861 shares; 2025Q1: 4,561 shares; 2025Q2: 4,814 shares; 2025Q3: 4,928 shares; 2025Q4: 5,239 shares; 2026Q1: 4,986 shares; 2026Q2: 5,156 shares; 2026Q3: 5,216 shares 5,216 $2.2M 0.17% +60 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,943 shares; 2025Q1: 19,426 shares; 2025Q2: 20,160 shares; 2025Q3: 21,441 shares; 2025Q4: 22,789 shares; 2026Q1: 24,418 shares; 2026Q2: 25,464 shares; 2026Q3: 25,144 shares 25,144 $2.16M 0.17% -320 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,231 shares; 2025Q1: 13,921 shares; 2025Q2: 13,921 shares; 2025Q3: 13,548 shares; 2025Q4: 17,929 shares; 2026Q1: 66,948 shares; 2026Q2: 71,828 shares; 2026Q3: 75,030 shares 75,030 $2.14M 0.17% +3,202 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,760 shares; 2025Q2: 10,320 shares; 2025Q3: 11,193 shares; 2025Q4: 12,225 shares; 2026Q1: 12,678 shares; 2026Q2: 13,470 shares; 2026Q3: 13,927 shares 13,927 $2.02M 0.16% +457 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,557 shares; 2025Q1: 6,210 shares; 2025Q2: 6,166 shares; 2025Q3: 6,171 shares; 2025Q4: 9,145 shares; 2026Q1: 8,674 shares; 2026Q2: 9,134 shares; 2026Q3: 8,849 shares 8,849 $2.02M 0.16% -285 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,786 shares; 2025Q1: 9,501 shares; 2025Q2: 9,676 shares; 2025Q3: 10,126 shares; 2025Q4: 10,715 shares; 2026Q1: 12,710 shares; 2026Q2: 13,180 shares; 2026Q3: 13,075 shares 13,075 $1.9M 0.15% -105 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,849 shares; 2025Q1: 5,275 shares; 2025Q2: 5,275 shares; 2025Q3: 5,274 shares; 2025Q4: 5,278 shares; 2026Q1: 5,578 shares; 2026Q2: 5,955 shares; 2026Q3: 4,929 shares 4,929 $1.88M 0.15% -1,026 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,557 shares; 2025Q1: 2,496 shares; 2025Q2: 2,696 shares; 2025Q3: 2,696 shares; 2025Q4: 2,920 shares; 2026Q1: 6,161 shares; 2026Q2: 6,593 shares; 2026Q3: 6,565 shares 6,565 $1.87M 0.15% -28 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,752 shares; 2025Q1: 6,598 shares; 2025Q2: 7,090 shares; 2025Q3: 7,329 shares; 2025Q4: 7,635 shares; 2026Q1: 7,604 shares; 2026Q2: 7,875 shares; 2026Q3: 8,052 shares 8,052 $1.86M 0.15% +177 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,725 shares; 2025Q1: 15,430 shares; 2025Q2: 15,472 shares; 2025Q3: 16,019 shares; 2025Q4: 18,794 shares; 2026Q1: 26,403 shares; 2026Q2: 28,722 shares; 2026Q3: 28,267 shares 28,267 $1.83M 0.14% -455 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,875 shares; 2025Q1: 2,875 shares; 2025Q2: 2,803 shares; 2025Q3: 2,803 shares; 2025Q4: 2,803 shares; 2026Q1: 2,803 shares; 2026Q2: 2,754 shares; 2026Q3: 2,770 shares 2,770 $1.78M 0.14% +16 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; 2024Q4: 10,432 shares; 2025Q1: 10,162 shares; 2025Q2: 40,190 shares; 2025Q3: 45,888 shares; 2025Q4: 46,141 shares; 2026Q1: 46,939 shares; 2026Q2: 54,796 shares; 2026Q3: 54,392 shares 54,392 $1.77M 0.14% -404 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,431 shares; 2025Q1: 25,731 shares; 2025Q2: 25,766 shares; 2025Q3: 17,380 shares; 2025Q4: 18,075 shares; 2026Q1: 15,541 shares; 2026Q2: 16,912 shares; 2026Q3: 17,064 shares 17,064 $1.77M 0.14% +152 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,508 shares; 2025Q1: 29,990 shares; 2025Q2: 52,074 shares; 2025Q3: 56,044 shares; 2025Q4: 56,713 shares; 2026Q1: 55,022 shares; 2026Q2: 61,734 shares; 2026Q3: 61,398 shares 61,398 $1.69M 0.13% -336 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 572 shares; 2025Q1: 511 shares; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 674 shares; 2026Q1: 4,057 shares; 2026Q2: 4,407 shares; 2026Q3: 4,471 shares 4,471 $1.64M 0.13% +64 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,439 shares; 2025Q1: 5,435 shares; 2025Q2: 5,835 shares; 2025Q3: 5,805 shares; 2025Q4: 6,112 shares; 2026Q1: 5,955 shares; 2026Q2: 6,058 shares; 2026Q3: 5,879 shares 5,879 $1.6M 0.13% -179 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,528 shares; 2026Q3: 15,647 shares 15,647 $1.58M 0.12% +11,119 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; 2024Q4: 1,529 shares; 2025Q1: 1,532 shares; 2025Q2: not reported; 2025Q3: 1,507 shares; 2025Q4: 2,200 shares; 2026Q1: 2,216 shares; 2026Q2: 16,079 shares; 2026Q3: 16,119 shares 16,119 $1.57M 0.12% +40 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 82,678 shares; 2025Q2: 82,845 shares; 2025Q3: 84,278 shares; 2025Q4: 87,716 shares; 2026Q1: 49,889 shares; 2026Q2: 55,316 shares; 2026Q3: 56,660 shares 56,660 $1.55M 0.12% +1,344 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 957 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares; 2026Q1: 1,112 shares; 2026Q2: 2,150 shares; 2026Q3: 2,177 shares 2,177 $1.53M 0.12% +27 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; 2024Q4: 2,895 shares; 2025Q1: 2,750 shares; 2025Q2: 2,743 shares; 2025Q3: 2,739 shares; 2025Q4: 2,971 shares; 2026Q1: 15,014 shares; 2026Q2: 16,582 shares; 2026Q3: 16,141 shares 16,141 $1.51M 0.12% -441 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,802 shares; 2025Q1: 98,877 shares; 2025Q2: 97,864 shares; 2025Q3: 18,479 shares; 2025Q4: 13,868 shares; 2026Q1: 13,868 shares; 2026Q2: 13,868 shares; 2026Q3: 13,868 shares 13,868 $1.45M 0.11% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 426 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 586 shares; 2026Q1: 1,938 shares; 2026Q2: 1,938 shares; 2026Q3: 1,952 shares 1,952 $1.44M 0.11% +14 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,354 shares; 2025Q1: 7,870 shares; 2025Q2: 7,870 shares; 2025Q3: 8,058 shares; 2025Q4: 7,865 shares; 2026Q1: 8,533 shares; 2026Q2: 8,514 shares; 2026Q3: 8,555 shares 8,555 $1.44M 0.11% +41 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,050 shares; 2025Q1: 2,943 shares; 2025Q2: 2,916 shares; 2025Q3: 2,916 shares; 2025Q4: 2,916 shares; 2026Q1: 2,942 shares; 2026Q2: 11,485 shares; 2026Q3: 11,448 shares 11,448 $1.43M 0.11% -37 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,454 shares; 2026Q3: 8,592 shares 8,592 $1.4M 0.11% +138 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,417 shares; 2025Q1: 5,417 shares; 2025Q2: 5,417 shares; 2025Q3: 5,417 shares; 2025Q4: 5,543 shares; 2026Q1: 5,417 shares; 2026Q2: 6,796 shares; 2026Q3: 6,796 shares 6,796 $1.33M 0.1% 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; 2024Q4: 3,492 shares; 2025Q1: 3,449 shares; 2025Q2: 4,010 shares; 2025Q3: 4,018 shares; 2025Q4: 3,805 shares; 2026Q1: 3,795 shares; 2026Q2: 3,714 shares; 2026Q3: 3,658 shares 3,658 $1.31M 0.1% -56 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,065 shares; 2025Q1: 1,575 shares; 2025Q2: 1,571 shares; 2025Q3: 1,637 shares; 2025Q4: 3,101 shares; 2026Q1: 3,314 shares; 2026Q2: 3,306 shares; 2026Q3: 11,743 shares 11,743 $1.28M 0.1% +8,437 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,954 shares; 2025Q1: 2,937 shares; 2025Q2: 2,913 shares; 2025Q3: 2,913 shares; 2025Q4: 2,913 shares; 2026Q1: 2,974 shares; 2026Q2: 3,055 shares; 2026Q3: 3,055 shares 3,055 $1.27M 0.1% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 276 shares; 2026Q1: not reported; 2026Q2: 10,008 shares; 2026Q3: 10,008 shares 10,008 $1.26M 0.1% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,990 shares; 2025Q1: 13,913 shares; 2025Q2: 12,257 shares; 2025Q3: 12,237 shares; 2025Q4: 12,217 shares; 2026Q1: 11,911 shares; 2026Q2: 11,879 shares; 2026Q3: 11,868 shares 11,868 $1.2M 0.09% -11 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,806 shares; 2025Q1: 1,788 shares; 2025Q2: 1,758 shares; 2025Q3: 1,741 shares; 2025Q4: 3,428 shares; 2026Q1: 3,138 shares; 2026Q2: 3,224 shares; 2026Q3: 3,403 shares 3,403 $1.2M 0.09% +179 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,455 shares; 2025Q1: 2,505 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: 2,478 shares; 2026Q2: 12,390 shares; 2026Q3: 12,760 shares 12,760 $1.18M 0.09% +370 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,135 shares; 2025Q1: 4,131 shares; 2025Q2: 4,131 shares; 2025Q3: 4,236 shares; 2025Q4: 4,197 shares; 2026Q1: 4,261 shares; 2026Q2: 4,186 shares; 2026Q3: 4,186 shares 4,186 $1.16M 0.09% 0 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,906 shares; 2025Q1: 24,906 shares; 2025Q2: 24,906 shares; 2025Q3: 24,906 shares; 2025Q4: 24,906 shares; 2026Q1: 24,906 shares; 2026Q2: 24,906 shares; 2026Q3: 24,906 shares 24,906 $1.14M 0.09% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,006 shares; 2025Q1: 4,005 shares; 2025Q2: 4,005 shares; 2025Q3: 4,005 shares; 2025Q4: 4,005 shares; 2026Q1: 4,005 shares; 2026Q2: 3,878 shares; 2026Q3: 3,878 shares 3,878 $1.13M 0.09% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,179 shares; 2025Q1: 1,180 shares; 2025Q2: 1,420 shares; 2025Q3: 1,419 shares; 2025Q4: 1,294 shares; 2026Q1: 1,288 shares; 2026Q2: 1,151 shares; 2026Q3: 1,199 shares 1,199 $1.09M 0.09% +48 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,337 shares; 2026Q2: 29,055 shares; 2026Q3: 28,576 shares 28,576 $1.08M 0.09% -479 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 962 shares; 2025Q1: 995 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 1,028 shares; 2026Q1: 1,110 shares; 2026Q2: 1,223 shares; 2026Q3: 1,405 shares 1,405 $1.02M 0.08% +182 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,069 shares; 2025Q1: 10,059 shares; 2025Q2: 10,059 shares; 2025Q3: 10,059 shares; 2025Q4: 10,059 shares; 2026Q1: 10,065 shares; 2026Q2: 9,234 shares; 2026Q3: 9,234 shares 9,234 $1.01M 0.08% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,320 shares; 2026Q2: 1,320 shares; 2026Q3: 1,320 shares 1,320 $1.01M 0.08% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,903 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares; 2026Q2: 1,768 shares; 2026Q3: 1,872 shares 1,872 $957K 0.08% +104 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,808 shares; 2025Q1: 8,608 shares; 2025Q2: 8,608 shares; 2025Q3: 8,609 shares; 2025Q4: 9,534 shares; 2026Q1: 8,965 shares; 2026Q2: 8,959 shares; 2026Q3: 9,153 shares 9,153 $951K 0.08% +194 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,832 shares; 2025Q1: 4,813 shares; 2025Q2: 5,045 shares; 2025Q3: 5,072 shares; 2025Q4: 5,045 shares; 2026Q1: 5,339 shares; 2026Q2: 5,439 shares; 2026Q3: 5,148 shares 5,148 $949K 0.07% -291 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,616 shares; 2026Q2: 13,130 shares; 2026Q3: 13,318 shares 13,318 $947K 0.07% +188 Timeline PCEF 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; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 48,846 shares; 2026Q2: 48,846 shares; 2026Q3: 48,846 shares 48,846 $945K 0.07% 0 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,990 shares; 2025Q1: 23,102 shares; 2025Q2: 23,150 shares; 2025Q3: 23,714 shares; 2025Q4: 26,290 shares; 2026Q1: 24,347 shares; 2026Q2: 26,887 shares; 2026Q3: 27,230 shares 27,230 $939K 0.07% +343 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares; 2026Q3: 1,456 shares 1,456 $891K 0.07% +6 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,326 shares; 2025Q1: 2,317 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,463 shares; 2026Q1: 3,619 shares; 2026Q2: 3,587 shares; 2026Q3: 3,577 shares 3,577 $887K 0.07% -10 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 2,560 shares; 2026Q2: 2,560 shares; 2026Q3: 2,560 shares 2,560 $865K 0.07% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,078 shares; 2025Q1: 21,932 shares; 2025Q2: 23,405 shares; 2025Q3: 24,463 shares; 2025Q4: 7,220 shares; 2026Q1: 7,175 shares; 2026Q2: 7,185 shares; 2026Q3: 7,897 shares 7,897 $850K 0.07% +712 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,889 shares; 2025Q1: 2,889 shares; 2025Q2: 3,358 shares; 2025Q3: 3,379 shares; 2025Q4: 3,358 shares; 2026Q1: 4,465 shares; 2026Q2: 4,443 shares; 2026Q3: 4,443 shares 4,443 $848K 0.07% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,859 shares; 2025Q3: 20,255 shares; 2025Q4: 20,411 shares; 2026Q1: 21,409 shares; 2026Q2: 24,845 shares; 2026Q3: 24,639 shares 24,639 $838K 0.07% -206 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,398 shares; 2025Q1: 9,590 shares; 2025Q2: 9,610 shares; 2025Q3: 9,891 shares; 2025Q4: 11,340 shares; 2026Q1: 14,506 shares; 2026Q2: 16,840 shares; 2026Q3: 17,541 shares 17,541 $819K 0.06% +701 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 989 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,802 shares; 2025Q4: 1,846 shares; 2026Q1: 1,860 shares; 2026Q2: 1,860 shares; 2026Q3: 2,109 shares 2,109 $789K 0.06% +249 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,941 shares; 2025Q3: 14,247 shares; 2025Q4: 14,247 shares; 2026Q1: 15,583 shares; 2026Q2: 19,817 shares; 2026Q3: 19,817 shares 19,817 $726K 0.06% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,396 shares; 2025Q1: 6,747 shares; 2025Q2: 7,252 shares; 2025Q3: 7,662 shares; 2025Q4: 8,141 shares; 2026Q1: 7,126 shares; 2026Q2: 7,228 shares; 2026Q3: 7,228 shares 7,228 $716K 0.06% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,822 shares; 2025Q3: 3,113 shares; 2025Q4: 3,113 shares; 2026Q1: 3,113 shares; 2026Q2: 3,113 shares; 2026Q3: 3,113 shares 3,113 $704K 0.06% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,131 shares; 2025Q4: 8,131 shares; 2026Q1: 8,134 shares; 2026Q2: 8,134 shares; 2026Q3: 8,134 shares 8,134 $691K 0.05% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,521 shares; 2025Q1: 4,432 shares; 2025Q2: 4,409 shares; 2025Q3: 4,409 shares; 2025Q4: 4,403 shares; 2026Q1: 4,377 shares; 2026Q2: 4,377 shares; 2026Q3: 4,370 shares 4,370 $665K 0.05% -7 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,907 shares; 2025Q1: 3,907 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares; 2026Q2: 3,810 shares; 2026Q3: 3,810 shares 3,810 $656K 0.05% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,496 shares; 2025Q1: 6,744 shares; 2025Q2: 6,498 shares; 2025Q3: 6,473 shares; 2025Q4: 6,994 shares; 2026Q1: 6,896 shares; 2026Q2: 8,252 shares; 2026Q3: 8,871 shares 8,871 $608K 0.05% +619 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,393 shares; 2025Q1: 4,393 shares; 2025Q2: 4,383 shares; 2025Q3: 4,432 shares; 2025Q4: 4,520 shares; 2026Q1: 4,399 shares; 2026Q2: 4,405 shares; 2026Q3: 4,394 shares 4,394 $603K 0.05% -11 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,830 shares; 2026Q2: 3,830 shares; 2026Q3: 3,830 shares 3,830 $596K 0.05% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,517 shares; 2025Q4: 5,277 shares; 2026Q1: 4,077 shares; 2026Q2: 4,077 shares; 2026Q3: 4,077 shares 4,077 $591K 0.05% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,141 shares; 2025Q4: 3,649 shares; 2026Q1: 3,946 shares; 2026Q2: 6,035 shares; 2026Q3: 6,035 shares 6,035 $567K 0.04% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,926 shares; 2025Q1: 5,917 shares; 2025Q2: 7,011 shares; 2025Q3: 6,923 shares; 2025Q4: 6,906 shares; 2026Q1: 4,741 shares; 2026Q2: 4,710 shares; 2026Q3: 4,363 shares 4,363 $553K 0.04% -347 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,070 shares; 2025Q1: 7,023 shares; 2025Q2: 7,023 shares; 2025Q3: 7,023 shares; 2025Q4: 7,023 shares; 2026Q1: 7,023 shares; 2026Q2: 7,023 shares; 2026Q3: 7,172 shares 7,172 $543K 0.04% +149 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 809 shares; 2025Q3: 813 shares; 2025Q4: 809 shares; 2026Q1: 809 shares; 2026Q2: 711 shares; 2026Q3: 763 shares 763 $512K 0.04% +52 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,633 shares; 2025Q1: 2,633 shares; 2025Q2: 2,777 shares; 2025Q3: 2,777 shares; 2025Q4: 2,777 shares; 2026Q1: 2,944 shares; 2026Q2: 2,944 shares; 2026Q3: 2,759 shares 2,759 $512K 0.04% -185 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172 shares; 2025Q4: not reported; 2026Q1: 382 shares; 2026Q2: 392 shares; 2026Q3: 430 shares 430 $498K 0.04% +38 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 755 shares; 2025Q4: 857 shares; 2026Q1: 843 shares; 2026Q2: 866 shares; 2026Q3: 866 shares 866 $492K 0.04% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,004 shares; 2025Q1: 954 shares; 2025Q2: 952 shares; 2025Q3: 952 shares; 2025Q4: 952 shares; 2026Q1: 952 shares; 2026Q2: 952 shares; 2026Q3: 952 shares 952 $492K 0.04% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,877 shares; 2025Q1: 1,877 shares; 2025Q2: 1,846 shares; 2025Q3: 1,844 shares; 2025Q4: 1,842 shares; 2026Q1: 1,837 shares; 2026Q2: 1,818 shares; 2026Q3: 1,818 shares 1,818 $489K 0.04% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: not reported; 2026Q1: 5,160 shares; 2026Q2: 5,160 shares; 2026Q3: 5,160 shares 5,160 $484K 0.04% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 456 shares; 2026Q3: 1,798 shares 1,798 $476K 0.04% +1,342 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,342 shares; 2025Q1: 2,362 shares; 2025Q2: 2,296 shares; 2025Q3: 2,664 shares; 2025Q4: 2,837 shares; 2026Q1: 3,172 shares; 2026Q2: 3,177 shares; 2026Q3: 2,995 shares 2,995 $473K 0.04% -182 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,003 shares; 2025Q1: 2,761 shares; 2025Q2: 2,761 shares; 2025Q3: 2,761 shares; 2025Q4: 2,761 shares; 2026Q1: 2,809 shares; 2026Q2: 2,809 shares; 2026Q3: 2,809 shares 2,809 $467K 0.04% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,000 shares; 2026Q1: 850 shares; 2026Q2: 850 shares; 2026Q3: 850 shares 850 $462K 0.04% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,100 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,055 shares; 2026Q1: 1,054 shares; 2026Q2: 1,344 shares; 2026Q3: 1,054 shares 1,054 $453K 0.04% -290 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 688 shares; 2026Q1: 688 shares; 2026Q2: 688 shares; 2026Q3: 688 shares 688 $452K 0.04% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,876 shares; 2025Q1: 4,876 shares; 2025Q2: 4,876 shares; 2025Q3: 4,876 shares; 2025Q4: 4,876 shares; 2026Q1: 4,876 shares; 2026Q2: 4,876 shares; 2026Q3: 4,883 shares 4,883 $438K 0.03% +7 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; 2024Q4: 2,859 shares; 2025Q1: 2,922 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,917 shares; 2026Q1: 2,910 shares; 2026Q2: 2,910 shares; 2026Q3: 2,910 shares 2,910 $426K 0.03% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,246 shares; 2025Q1: 2,822 shares; 2025Q2: 3,037 shares; 2025Q3: 2,887 shares; 2025Q4: 2,887 shares; 2026Q1: 2,942 shares; 2026Q2: 2,942 shares; 2026Q3: 3,106 shares 3,106 $411K 0.03% +164 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,302 shares; 2025Q1: 5,302 shares; 2025Q2: 5,302 shares; 2025Q3: 5,302 shares; 2025Q4: 5,302 shares; 2026Q1: 5,302 shares; 2026Q2: 5,302 shares; 2026Q3: 5,302 shares 5,302 $410K 0.03% 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; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,170 shares; 2025Q3: 1,330 shares; 2025Q4: 1,190 shares; 2026Q1: 1,170 shares; 2026Q2: 1,845 shares; 2026Q3: 1,845 shares 1,845 $401K 0.03% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114 shares; 2025Q1: 113 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 2,733 shares; 2026Q3: 2,445 shares 2,445 $398K 0.03% -288 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; 2024Q4: 4,626 shares; 2025Q1: 4,626 shares; 2025Q2: 4,626 shares; 2025Q3: 4,626 shares; 2025Q4: 4,647 shares; 2026Q1: 4,647 shares; 2026Q2: 4,626 shares; 2026Q3: 4,626 shares 4,626 $395K 0.03% 0 Timeline VIOG 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,006 shares; 2025Q4: 2,006 shares; 2026Q1: 2,349 shares; 2026Q2: 2,809 shares; 2026Q3: 2,809 shares 2,809 $388K 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; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 921 shares; 2025Q3: 933 shares; 2025Q4: 923 shares; 2026Q1: 921 shares; 2026Q2: 1,204 shares; 2026Q3: 1,254 shares 1,254 $387K 0.03% +50 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 195 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 196 shares; 2026Q1: 194 shares; 2026Q2: 220 shares; 2026Q3: 226 shares 226 $387K 0.03% +6 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,400 shares; 2025Q1: 2,350 shares; 2025Q2: 2,323 shares; 2025Q3: 2,323 shares; 2025Q4: 2,323 shares; 2026Q1: 2,323 shares; 2026Q2: 1,750 shares; 2026Q3: 1,750 shares 1,750 $387K 0.03% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 842 shares; 2025Q4: not reported; 2026Q1: 2,933 shares; 2026Q2: 3,227 shares; 2026Q3: 3,227 shares 3,227 $387K 0.03% 0 Timeline VIOV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,602 shares; 2025Q4: 2,602 shares; 2026Q1: 2,886 shares; 2026Q2: 3,514 shares; 2026Q3: 3,514 shares 3,514 $387K 0.03% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,460 shares; 2025Q1: 3,891 shares; 2025Q2: 3,791 shares; 2025Q3: 3,791 shares; 2025Q4: 4,070 shares; 2026Q1: 5,804 shares; 2026Q2: 5,293 shares; 2026Q3: 5,293 shares 5,293 $381K 0.03% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,341 shares; 2025Q1: 13,341 shares; 2025Q2: 12,993 shares; 2025Q3: 12,993 shares; 2025Q4: 12,993 shares; 2026Q1: 12,993 shares; 2026Q2: 12,993 shares; 2026Q3: 12,993 shares 12,993 $381K 0.03% 0 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,138 shares; 2025Q1: 14,879 shares; 2025Q2: 15,339 shares; 2025Q3: 16,242 shares; 2025Q4: 16,694 shares; 2026Q1: 19,401 shares; 2026Q2: 20,788 shares; 2026Q3: 21,713 shares 21,713 $377K 0.03% +925 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,899 shares; 2025Q1: 6,656 shares; 2025Q2: 7,389 shares; 2025Q3: 7,467 shares; 2025Q4: 6,744 shares; 2026Q1: 6,894 shares; 2026Q2: 6,894 shares; 2026Q3: 6,894 shares 6,894 $375K 0.03% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,180 shares; 2025Q1: 3,176 shares; 2025Q2: 2,928 shares; 2025Q3: 2,928 shares; 2025Q4: 2,928 shares; 2026Q1: 2,932 shares; 2026Q2: 2,645 shares; 2026Q3: 2,645 shares 2,645 $364K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,848 shares; 2025Q3: 3,848 shares; 2025Q4: 4,380 shares; 2026Q1: 5,432 shares; 2026Q2: 5,391 shares; 2026Q3: 5,391 shares 5,391 $363K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,424 shares; 2025Q1: 1,409 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares; 2025Q4: 1,364 shares; 2026Q1: 1,364 shares; 2026Q2: 1,334 shares; 2026Q3: 1,403 shares 1,403 $362K 0.03% +69 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,119 shares; 2025Q1: 6,119 shares; 2025Q2: 6,119 shares; 2025Q3: 6,119 shares; 2025Q4: 9,178 shares; 2026Q1: 9,178 shares; 2026Q2: 9,178 shares; 2026Q3: 9,873 shares 9,873 $361K 0.03% +695 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 693,415 shares; 2025Q4: 708,473 shares; 2026Q1: 15,491 shares; 2026Q2: 15,491 shares; 2026Q3: 15,491 shares 15,491 $354K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 831 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 1,035 shares; 2026Q2: 995 shares; 2026Q3: 989 shares 989 $353K 0.03% -6 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,517 shares; 2025Q4: 1,517 shares; 2026Q1: 1,517 shares; 2026Q2: 1,517 shares; 2026Q3: 1,517 shares 1,517 $351K 0.03% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,433 shares; 2025Q1: 6,433 shares; 2025Q2: 5,155 shares; 2025Q3: 5,155 shares; 2025Q4: 5,155 shares; 2026Q1: 4,192 shares; 2026Q2: 3,909 shares; 2026Q3: 3,909 shares 3,909 $343K 0.03% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,246 shares; 2025Q1: 6,246 shares; 2025Q2: 6,246 shares; 2025Q3: 6,246 shares; 2025Q4: 6,246 shares; 2026Q1: 6,900 shares; 2026Q2: 6,900 shares; 2026Q3: 6,900 shares 6,900 $339K 0.03% 0 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 763 shares; 2025Q4: 1,019 shares; 2026Q1: 1,031 shares; 2026Q2: 1,294 shares; 2026Q3: 1,294 shares 1,294 $337K 0.03% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,218 shares; 2025Q1: 1,218 shares; 2025Q2: 1,172 shares; 2025Q3: 1,172 shares; 2025Q4: 992 shares; 2026Q1: 992 shares; 2026Q2: 992 shares; 2026Q3: 1,106 shares 1,106 $336K 0.03% +114 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 491 shares; 2025Q1: 496 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 458 shares; 2026Q1: 474 shares; 2026Q2: 466 shares; 2026Q3: 608 shares 608 $335K 0.03% +142 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,103 shares; 2025Q3: 6,103 shares; 2025Q4: 6,103 shares; 2026Q1: 6,103 shares; 2026Q2: 6,103 shares; 2026Q3: 6,103 shares 6,103 $333K 0.03% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 202,562 shares; 2025Q1: 216,065 shares; 2025Q2: 216,271 shares; 2025Q3: 220,212 shares; 2025Q4: 224,427 shares; 2026Q1: 4,541 shares; 2026Q2: 4,541 shares; 2026Q3: 4,541 shares 4,541 $331K 0.03% 0 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,725 shares; 2025Q4: 7,725 shares; 2026Q1: 8,225 shares; 2026Q2: 8,225 shares; 2026Q3: 8,225 shares 8,225 $330K 0.03% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,277 shares; 2026Q2: 3,277 shares; 2026Q3: 3,277 shares 3,277 $319K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,652 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,598 shares; 2026Q3: 2,622 shares 2,622 $315K 0.02% +24 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,123 shares; 2025Q4: 3,123 shares; 2026Q1: 3,233 shares; 2026Q2: 3,233 shares; 2026Q3: 3,233 shares 3,233 $313K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 909 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares; 2026Q1: 896 shares; 2026Q2: 896 shares; 2026Q3: 935 shares 935 $310K 0.02% +39 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; 2024Q4: 1,399 shares; 2025Q1: 1,399 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,406 shares; 2026Q1: 1,599 shares; 2026Q2: 1,599 shares; 2026Q3: 1,599 shares 1,599 $309K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,332 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares; 2026Q2: 1,310 shares; 2026Q3: 1,310 shares 1,310 $306K 0.02% 0 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; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 3,021 shares; 2025Q3: 3,021 shares; 2025Q4: 3,123 shares; 2026Q1: 3,021 shares; 2026Q2: 2,641 shares; 2026Q3: 2,641 shares 2,641 $301K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,980 shares; 2026Q2: 2,980 shares; 2026Q3: 2,980 shares 2,980 $294K 0.02% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,223 shares; 2025Q4: 1,204 shares; 2026Q1: 1,048 shares; 2026Q2: 1,048 shares; 2026Q3: 1,116 shares 1,116 $292K 0.02% +68 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,935 shares; 2025Q1: 1,733 shares; 2025Q2: 1,733 shares; 2025Q3: 1,733 shares; 2025Q4: 1,733 shares; 2026Q1: 1,733 shares; 2026Q2: 1,733 shares; 2026Q3: 1,773 shares 1,773 $290K 0.02% +40 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145 shares; 2025Q4: not reported; 2026Q1: 282 shares; 2026Q2: 280 shares; 2026Q3: 304 shares 304 $289K 0.02% +24 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 568 shares; 2025Q3: 532 shares; 2025Q4: 511 shares; 2026Q1: 511 shares; 2026Q2: 503 shares; 2026Q3: 547 shares 547 $286K 0.02% +44 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,005 shares; 2025Q4: 6,211 shares; 2026Q1: 6,005 shares; 2026Q2: 6,005 shares; 2026Q3: 6,005 shares 6,005 $279K 0.02% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,500 shares; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares; 2026Q3: 2,500 shares 2,500 $277K 0.02% 0 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares; 2026Q3: 2,700 shares 2,700 $277K 0.02% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,904 shares; 2025Q1: 1,904 shares; 2025Q2: 1,904 shares; 2025Q3: 1,904 shares; 2025Q4: 1,904 shares; 2026Q1: 1,904 shares; 2026Q2: 1,904 shares; 2026Q3: 1,904 shares 1,904 $274K 0.02% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,983 shares; 2025Q4: not reported; 2026Q1: 10,510 shares; 2026Q2: 12,285 shares; 2026Q3: 12,285 shares 12,285 $271K 0.02% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,167 shares; 2025Q1: 5,167 shares; 2025Q2: 5,167 shares; 2025Q3: 5,167 shares; 2025Q4: 5,167 shares; 2026Q1: 5,167 shares; 2026Q2: 5,000 shares; 2026Q3: 5,000 shares 5,000 $266K 0.02% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,624 shares; 2025Q1: 2,613 shares; 2025Q2: 2,546 shares; 2025Q3: 2,542 shares; 2025Q4: 2,539 shares; 2026Q1: 2,539 shares; 2026Q2: 2,533 shares; 2026Q3: 2,533 shares 2,533 $266K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 558 shares; 2025Q1: not reported; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 558 shares; 2026Q2: 558 shares; 2026Q3: 587 shares 587 $265K 0.02% +29 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,303 shares 5,303 $259K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,718 shares; 2025Q4: not reported; 2026Q1: 3,118 shares; 2026Q2: 3,118 shares; 2026Q3: 3,118 shares 3,118 $259K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,244 shares; 2025Q3: 3,244 shares; 2025Q4: 3,059 shares; 2026Q1: 3,120 shares; 2026Q2: 3,120 shares; 2026Q3: 3,168 shares 3,168 $254K 0.02% +48 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,483 shares; 2025Q1: 3,483 shares; 2025Q2: 2,697 shares; 2025Q3: 2,697 shares; 2025Q4: 2,697 shares; 2026Q1: 2,697 shares; 2026Q2: 2,497 shares; 2026Q3: 2,497 shares 2,497 $253K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 643 shares; 2026Q3: 643 shares 643 $250K 0.02% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 771 shares; 2025Q1: not reported; 2025Q2: 683 shares; 2025Q3: 739 shares; 2025Q4: 721 shares; 2026Q1: 725 shares; 2026Q2: 688 shares; 2026Q3: 692 shares 692 $246K 0.02% +4 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 918,179 shares; 2025Q1: 15,341 shares; 2025Q2: 14,704 shares; 2025Q3: 14,691 shares; 2025Q4: 10,051 shares; 2026Q1: 10,051 shares; 2026Q2: 10,028 shares; 2026Q3: 10,017 shares 10,017 $244K 0.02% -11 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 836 shares; 2025Q4: 765 shares; 2026Q1: not reported; 2026Q2: 705 shares; 2026Q3: 759 shares 759 $237K 0.02% +54 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,913 shares; 2025Q1: 5,050 shares; 2025Q2: 5,259 shares; 2025Q3: 5,509 shares; 2025Q4: 1,170 shares; 2026Q1: 947 shares; 2026Q2: 947 shares; 2026Q3: 1,075 shares 1,075 $236K 0.02% +128 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,203 shares 1,203 $235K 0.02% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,784 shares; 2025Q3: 1,784 shares; 2025Q4: 1,784 shares; 2026Q1: 1,784 shares; 2026Q2: 1,726 shares; 2026Q3: 1,726 shares 1,726 $233K 0.02% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,094 shares; 2026Q2: 3,094 shares; 2026Q3: 3,094 shares 3,094 $233K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 811 shares; 2025Q4: not reported; 2026Q1: 998 shares; 2026Q2: 998 shares; 2026Q3: 998 shares 998 $233K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 668 shares; 2025Q1: 643 shares; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 803 shares; 2026Q2: 803 shares; 2026Q3: 845 shares 845 $233K 0.02% +42 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 761 shares; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 761 shares; 2026Q1: 761 shares; 2026Q2: 761 shares; 2026Q3: 761 shares 761 $230K 0.02% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 413 shares; 2025Q1: not reported; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 413 shares; 2026Q3: 477 shares 477 $229K 0.02% +64 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares; 2026Q3: 800 shares 800 $228K 0.02% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,166 shares; 2025Q4: 1,515 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,083 shares 2,083 $224K 0.02% new Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,243 shares; 2025Q3: 9,243 shares; 2025Q4: 9,243 shares; 2026Q1: 9,243 shares; 2026Q2: 9,243 shares; 2026Q3: 9,243 shares 9,243 $223K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,006 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: 1,906 shares; 2025Q4: 1,906 shares; 2026Q1: 1,906 shares; 2026Q2: 1,906 shares; 2026Q3: 1,960 shares 1,960 $219K 0.02% +54 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,037 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares; 2026Q2: 1,022 shares; 2026Q3: 1,022 shares 1,022 $216K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,983 shares; 2026Q3: 1,983 shares 1,983 $212K 0.02% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 200 shares 200 $212K 0.02% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,544 shares; 2025Q1: 2,604 shares; 2025Q2: 2,623 shares; 2025Q3: 2,677 shares; 2025Q4: 2,595 shares; 2026Q1: 2,519 shares; 2026Q2: 2,225 shares; 2026Q3: 2,015 shares 2,015 $211K 0.02% -210 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 796 shares; 2025Q3: 805 shares; 2025Q4: not reported; 2026Q1: 796 shares; 2026Q2: 746 shares; 2026Q3: 746 shares 746 $208K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,777 shares; 2025Q4: not reported; 2026Q1: 3,369 shares; 2026Q2: 4,169 shares; 2026Q3: 3,369 shares 3,369 $204K 0.02% -800 Timeline