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; 2024Q3: 3,056,040 shares; 2024Q4: 8,942,406 shares; 2025Q1: 9,013,141 shares; 2025Q2: 8,450,794 shares; 2025Q3: 8,457,463 shares; 2025Q4: 7,726,247 shares; 2026Q1: 7,722,465 shares; 2026Q2: 7,640,636 shares 7,640,636 $221M 17.17% -81,829 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: 376,097 shares; 2024Q4: 377,011 shares; 2025Q1: 397,331 shares; 2025Q2: 400,717 shares; 2025Q3: 407,173 shares; 2025Q4: 426,481 shares; 2026Q1: 436,351 shares; 2026Q2: 411,955 shares 411,955 $60.4M 4.69% -24,396 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: 55,003 shares; 2024Q4: 57,946 shares; 2025Q1: 63,921 shares; 2025Q2: 67,447 shares; 2025Q3: 69,553 shares; 2025Q4: 71,881 shares; 2026Q1: 74,274 shares; 2026Q2: 78,058 shares 78,058 $58.3M 4.52% +3,784 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; 2024Q3: 165,834 shares; 2024Q4: 154,281 shares; 2025Q1: 116,782 shares; 2025Q2: 116,951 shares; 2025Q3: 116,877 shares; 2025Q4: 116,850 shares; 2026Q1: 119,065 shares; 2026Q2: 602,809 shares 602,809 $53M 4.11% +483,744 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,187,430 shares; 2024Q4: 1,148,707 shares; 2025Q1: 1,141,745 shares; 2025Q2: 1,140,791 shares; 2025Q3: 1,156,950 shares; 2025Q4: 1,176,881 shares; 2026Q1: 1,188,068 shares; 2026Q2: 1,214,749 shares 1,214,749 $49.4M 3.83% +26,681 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: 28,738 shares; 2024Q4: 30,995 shares; 2025Q1: 34,265 shares; 2025Q2: 36,711 shares; 2025Q3: 38,390 shares; 2025Q4: 37,981 shares; 2026Q1: 50,074 shares; 2026Q2: 56,544 shares 56,544 $42.3M 3.28% +6,470 Timeline BSCV 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: 900,423 shares; 2025Q1: 1,036,161 shares; 2025Q2: 2,062,293 shares; 2025Q3: 2,120,331 shares; 2025Q4: 2,196,639 shares; 2026Q1: 2,247,878 shares; 2026Q2: 2,395,263 shares 2,395,263 $39.2M 3.04% +147,385 Timeline BSCW 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: 680,439 shares; 2025Q3: 716,005 shares; 2025Q4: 1,859,240 shares; 2026Q1: 1,898,568 shares; 2026Q2: 1,904,149 shares 1,904,149 $39.1M 3.03% +5,581 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 904,494 shares; 2024Q4: 928,620 shares; 2025Q1: 1,014,172 shares; 2025Q2: 1,329,330 shares; 2025Q3: 1,360,317 shares; 2025Q4: 1,402,862 shares; 2026Q1: 1,435,556 shares; 2026Q2: 1,520,952 shares 1,520,952 $38.4M 2.98% +85,396 Timeline BSCU 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: 1,433,092 shares; 2024Q4: 1,459,216 shares; 2025Q1: 1,551,515 shares; 2025Q2: 1,981,223 shares; 2025Q3: 2,033,181 shares; 2025Q4: 2,107,179 shares; 2026Q1: 2,156,089 shares; 2026Q2: 2,291,739 shares 2,291,739 $38.1M 2.96% +135,650 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: 216,626 shares; 2024Q4: 215,687 shares; 2025Q1: 241,943 shares; 2025Q2: 243,453 shares; 2025Q3: 252,287 shares; 2025Q4: 260,393 shares; 2026Q1: 377,205 shares; 2026Q2: 401,096 shares 401,096 $33.2M 2.58% +23,891 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: 137,978 shares; 2024Q4: 141,528 shares; 2025Q1: 91,263 shares; 2025Q2: 91,768 shares; 2025Q3: 92,204 shares; 2025Q4: 95,964 shares; 2026Q1: 97,662 shares; 2026Q2: 100,279 shares 100,279 $30.1M 2.34% +2,617 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 613,961 shares; 2024Q4: 641,709 shares; 2025Q1: 746,617 shares; 2025Q2: 921,543 shares; 2025Q3: 963,438 shares; 2025Q4: 1,000,620 shares; 2026Q1: 1,040,554 shares; 2026Q2: 1,114,945 shares 1,114,945 $24.1M 1.87% +74,391 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: 292,238 shares; 2024Q4: 853,622 shares; 2025Q1: 835,317 shares; 2025Q2: 836,624 shares; 2025Q3: 814,762 shares; 2025Q4: 799,637 shares; 2026Q1: 777,851 shares; 2026Q2: 776,436 shares 776,436 $22.9M 1.77% -1,415 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: 267,089 shares; 2024Q4: 790,289 shares; 2025Q1: 910,578 shares; 2025Q2: 956,120 shares; 2025Q3: 592,499 shares; 2025Q4: 603,549 shares; 2026Q1: 606,728 shares; 2026Q2: 633,731 shares 633,731 $20.1M 1.56% +27,003 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: 163,086 shares; 2024Q4: 165,191 shares; 2025Q1: 176,558 shares; 2025Q2: 180,137 shares; 2025Q3: 185,376 shares; 2025Q4: 190,551 shares; 2026Q1: 193,500 shares; 2026Q2: 195,666 shares 195,666 $18.7M 1.45% +2,166 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: 104,070 shares; 2026Q1: 108,246 shares; 2026Q2: 113,113 shares 113,113 $18.7M 1.45% +4,867 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: 2,138 shares; 2024Q4: 2,028 shares; 2025Q1: 1,966 shares; 2025Q2: 3,164 shares; 2025Q3: 53,094 shares; 2025Q4: 53,039 shares; 2026Q1: 57,967 shares; 2026Q2: 62,557 shares 62,557 $14.8M 1.15% +4,590 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,685 shares; 2024Q4: 44,995 shares; 2025Q1: 42,163 shares; 2025Q2: 456,451 shares; 2025Q3: 477,575 shares; 2025Q4: 465,752 shares; 2026Q1: 443,281 shares; 2026Q2: 434,486 shares 434,486 $13.1M 1.02% -8,795 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 411,429 shares 411,429 $12.6M 0.98% new Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399,319 shares; 2024Q4: 397,149 shares; 2025Q1: 374,477 shares; 2025Q2: 386,615 shares; 2025Q3: 393,232 shares; 2025Q4: 409,256 shares; 2026Q1: 403,340 shares; 2026Q2: 461,878 shares 461,878 $11.8M 0.92% +58,538 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 324,773 shares; 2025Q3: 330,682 shares; 2025Q4: 319,882 shares; 2026Q1: 334,163 shares; 2026Q2: 345,225 shares 345,225 $11.8M 0.91% +11,062 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,526 shares; 2026Q1: 117,991 shares; 2026Q2: 124,520 shares 124,520 $11.2M 0.87% +6,529 Timeline PICK 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: 181,034 shares 181,034 $10.5M 0.82% new 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: 161,695 shares; 2024Q4: 177,402 shares; 2025Q1: 213,634 shares; 2025Q2: 194,939 shares; 2025Q3: 189,593 shares; 2025Q4: 187,695 shares; 2026Q1: 193,977 shares; 2026Q2: 206,690 shares 206,690 $10.5M 0.81% +12,713 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: 20,051 shares; 2024Q4: 20,185 shares; 2025Q1: 20,275 shares; 2025Q2: 20,258 shares; 2025Q3: 20,891 shares; 2025Q4: 23,213 shares; 2026Q1: 26,027 shares; 2026Q2: 27,199 shares 27,199 $10.1M 0.79% +1,172 Timeline BSCS 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: 372,816 shares; 2025Q1: 407,410 shares; 2025Q2: 421,960 shares; 2025Q3: 433,200 shares; 2025Q4: 451,736 shares; 2026Q1: 467,285 shares; 2026Q2: 484,794 shares 484,794 $9.87M 0.77% +17,509 Timeline BSCR 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: 315,702 shares; 2024Q4: 360,537 shares; 2025Q1: 430,620 shares; 2025Q2: 439,971 shares; 2025Q3: 452,293 shares; 2025Q4: 463,156 shares; 2026Q1: 478,564 shares; 2026Q2: 502,646 shares 502,646 $9.86M 0.76% +24,082 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: 90,487 shares; 2024Q4: 90,687 shares; 2025Q1: 90,471 shares; 2025Q2: 90,275 shares; 2025Q3: 89,751 shares; 2025Q4: 89,893 shares; 2026Q1: 89,946 shares; 2026Q2: 89,964 shares 89,964 $9.67M 0.75% +18 Timeline BSCQ 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: 339,444 shares; 2024Q4: 382,868 shares; 2025Q1: 431,514 shares; 2025Q2: 461,016 shares; 2025Q3: 472,222 shares; 2025Q4: 452,650 shares; 2026Q1: 468,843 shares; 2026Q2: 488,624 shares 488,624 $9.54M 0.74% +19,781 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,184 shares; 2024Q4: 27,138 shares; 2025Q1: 27,838 shares; 2025Q2: 28,162 shares; 2025Q3: 28,852 shares; 2025Q4: 29,029 shares; 2026Q1: 31,907 shares; 2026Q2: 32,637 shares 32,637 $9.44M 0.73% +730 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: 26,667 shares; 2024Q4: 25,955 shares; 2025Q1: 25,443 shares; 2025Q2: 25,335 shares; 2025Q3: 24,999 shares; 2025Q4: 24,398 shares; 2026Q1: 24,326 shares; 2026Q2: 23,717 shares 23,717 $8.96M 0.69% -609 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: 30,385 shares; 2024Q4: 29,681 shares; 2025Q1: 29,318 shares; 2025Q2: 28,633 shares; 2025Q3: 28,034 shares; 2025Q4: 27,013 shares; 2026Q1: 26,972 shares; 2026Q2: 26,844 shares 26,844 $8.79M 0.68% -128 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA 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: 192,427 shares; 2026Q1: 199,262 shares; 2026Q2: 209,235 shares 209,235 $8.76M 0.68% +9,973 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: 32,357 shares; 2024Q4: 31,967 shares; 2025Q1: 34,665 shares; 2025Q2: 36,713 shares; 2025Q3: 36,121 shares; 2025Q4: 36,499 shares; 2026Q1: 40,102 shares; 2026Q2: 41,078 shares 41,078 $8.22M 0.64% +976 Timeline FNDF 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: 177,170 shares; 2024Q4: 170,938 shares; 2025Q1: 167,076 shares; 2025Q2: 164,758 shares; 2025Q3: 163,858 shares; 2025Q4: 148,796 shares; 2026Q1: 148,429 shares; 2026Q2: 149,303 shares 149,303 $7.88M 0.61% +874 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: 152,212 shares; 2024Q4: 259,388 shares; 2025Q1: 258,788 shares; 2025Q2: 248,880 shares; 2025Q3: 258,777 shares; 2025Q4: 283,324 shares; 2026Q1: 290,408 shares; 2026Q2: 283,187 shares 283,187 $7.84M 0.61% -7,221 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 999,215 shares; 2024Q4: 2,088,600 shares; 2025Q1: 2,351,550 shares; 2025Q2: 313,659 shares; 2025Q3: 336,780 shares; 2025Q4: 360,315 shares; 2026Q1: 308,972 shares; 2026Q2: 314,736 shares 314,736 $7.28M 0.56% +5,764 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: 26,397 shares; 2024Q4: 26,483 shares; 2025Q1: 26,519 shares; 2025Q2: 26,640 shares; 2025Q3: 27,391 shares; 2025Q4: 27,861 shares; 2026Q1: 27,761 shares; 2026Q2: 28,404 shares 28,404 $7.15M 0.55% +643 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: 24,668 shares; 2024Q4: 25,002 shares; 2025Q1: 26,046 shares; 2025Q2: 26,099 shares; 2025Q3: 26,684 shares; 2025Q4: 27,367 shares; 2026Q1: 27,719 shares; 2026Q2: 27,583 shares 27,583 $7.01M 0.54% -136 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,277 shares; 2024Q4: 58,877 shares; 2025Q1: 59,454 shares; 2025Q2: 60,663 shares; 2025Q3: 61,464 shares; 2025Q4: 61,216 shares; 2026Q1: 61,486 shares; 2026Q2: 60,256 shares 60,256 $6.92M 0.54% -1,230 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: 14,411 shares; 2024Q4: 14,068 shares; 2025Q1: 13,531 shares; 2025Q2: 13,156 shares; 2025Q3: 12,892 shares; 2025Q4: 12,811 shares; 2026Q1: 13,061 shares; 2026Q2: 78,626 shares 78,626 $6.77M 0.53% +65,565 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: 84,542 shares; 2024Q4: 93,203 shares; 2025Q1: 95,876 shares; 2025Q2: 88,859 shares; 2025Q3: 91,589 shares; 2025Q4: 98,827 shares; 2026Q1: 94,993 shares; 2026Q2: 84,632 shares 84,632 $6.53M 0.51% -10,361 Timeline BSCT 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: 11,720 shares; 2025Q2: 15,039 shares; 2025Q3: 15,586 shares; 2025Q4: 38,357 shares; 2026Q1: 231,301 shares; 2026Q2: 348,588 shares 348,588 $6.48M 0.5% +117,287 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: 39,877 shares; 2024Q4: 39,989 shares; 2025Q1: 42,343 shares; 2025Q2: 43,656 shares; 2025Q3: 45,852 shares; 2025Q4: 46,154 shares; 2026Q1: 45,863 shares; 2026Q2: 47,453 shares 47,453 $6.1M 0.47% +1,590 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,425 shares; 2025Q4: 53,192 shares; 2026Q1: 66,057 shares; 2026Q2: 66,654 shares 66,654 $5.86M 0.45% +597 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,247 shares; 2024Q4: 179,599 shares; 2025Q1: 175,720 shares; 2025Q2: 176,241 shares; 2025Q3: 174,493 shares; 2025Q4: 174,071 shares; 2026Q1: 169,342 shares; 2026Q2: 166,910 shares 166,910 $5.65M 0.44% -2,432 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: 30,015 shares; 2024Q4: 30,931 shares; 2025Q1: 31,529 shares; 2025Q2: 31,827 shares; 2025Q3: 32,719 shares; 2025Q4: 33,182 shares; 2026Q1: 32,979 shares; 2026Q2: 32,771 shares 32,771 $5.43M 0.42% -208 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: 36,541 shares; 2024Q4: 35,222 shares; 2025Q1: 36,610 shares; 2025Q2: 35,843 shares; 2025Q3: 37,835 shares; 2025Q4: 38,332 shares; 2026Q1: 38,220 shares; 2026Q2: 38,506 shares 38,506 $5.26M 0.41% +286 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: 78,160 shares; 2024Q4: 78,337 shares; 2025Q1: 81,586 shares; 2025Q2: 81,679 shares; 2025Q3: 83,248 shares; 2025Q4: 82,584 shares; 2026Q1: 82,046 shares; 2026Q2: 86,908 shares 86,908 $5.25M 0.41% +4,862 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: 5,258 shares; 2025Q1: 5,308 shares; 2025Q2: 5,332 shares; 2025Q3: 5,279 shares; 2025Q4: 5,205 shares; 2026Q1: 5,245 shares; 2026Q2: 5,263 shares 5,263 $5.06M 0.39% +18 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: 46,432 shares; 2024Q4: 46,479 shares; 2025Q1: 47,773 shares; 2025Q2: 48,042 shares; 2025Q3: 48,854 shares; 2025Q4: 49,837 shares; 2026Q1: 50,128 shares; 2026Q2: 50,767 shares 50,767 $4.86M 0.38% +639 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: 40,760 shares; 2024Q4: 41,038 shares; 2025Q1: 41,828 shares; 2025Q2: 42,445 shares; 2025Q3: 43,622 shares; 2025Q4: 43,792 shares; 2026Q1: 43,323 shares; 2026Q2: 43,982 shares 43,982 $4.75M 0.37% +659 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: 97,938 shares; 2024Q4: 98,858 shares; 2025Q1: 100,558 shares; 2025Q2: 100,531 shares; 2025Q3: 102,238 shares; 2025Q4: 101,444 shares; 2026Q1: 103,327 shares; 2026Q2: 105,822 shares 105,822 $4.48M 0.35% +2,495 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: 62,435 shares; 2024Q4: 61,094 shares; 2025Q1: 60,028 shares; 2025Q2: 57,338 shares; 2025Q3: 58,497 shares; 2025Q4: 58,420 shares; 2026Q1: 39,236 shares; 2026Q2: 39,550 shares 39,550 $4.48M 0.35% +314 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: 12,723 shares; 2024Q4: 13,275 shares; 2025Q1: 13,618 shares; 2025Q2: 16,003 shares; 2025Q3: 16,501 shares; 2025Q4: 16,926 shares; 2026Q1: 18,235 shares; 2026Q2: 18,697 shares 18,697 $4.46M 0.35% +462 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,728 shares; 2024Q4: 44,729 shares; 2025Q1: 46,776 shares; 2025Q2: 42,880 shares; 2025Q3: 32,364 shares; 2025Q4: 32,364 shares; 2026Q1: 30,926 shares; 2026Q2: 31,566 shares 31,566 $4.42M 0.34% +640 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: 79,933 shares; 2024Q4: 80,838 shares; 2025Q1: 82,615 shares; 2025Q2: 83,407 shares; 2025Q3: 85,428 shares; 2025Q4: 87,204 shares; 2026Q1: 87,919 shares; 2026Q2: 88,180 shares 88,180 $4.39M 0.34% +261 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: 7,252 shares; 2024Q4: 7,234 shares; 2025Q1: 7,630 shares; 2025Q2: 7,785 shares; 2025Q3: 8,036 shares; 2025Q4: 7,865 shares; 2026Q1: 7,898 shares; 2026Q2: 8,127 shares 8,127 $4.14M 0.32% +229 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: 13,077 shares; 2024Q4: 13,456 shares; 2025Q1: 13,766 shares; 2025Q2: 13,818 shares; 2025Q3: 14,192 shares; 2025Q4: 14,332 shares; 2026Q1: 14,427 shares; 2026Q2: 14,915 shares 14,915 $4.03M 0.31% +488 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: 42,024 shares; 2024Q4: 40,811 shares; 2025Q1: 39,682 shares; 2025Q2: 38,852 shares; 2025Q3: 39,203 shares; 2025Q4: 39,191 shares; 2026Q1: 37,887 shares; 2026Q2: 37,940 shares 37,940 $3.94M 0.31% +53 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: 20,558 shares; 2024Q4: 20,880 shares; 2025Q1: 22,589 shares; 2025Q2: 23,312 shares; 2025Q3: 24,787 shares; 2025Q4: 23,712 shares; 2026Q1: 29,274 shares; 2026Q2: 28,796 shares 28,796 $3.9M 0.3% -478 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: 2,054 shares; 2024Q4: 2,096 shares; 2025Q1: 10,973 shares; 2025Q2: 10,995 shares; 2025Q3: 11,254 shares; 2025Q4: 10,755 shares; 2026Q1: 9,868 shares; 2026Q2: 10,367 shares 10,367 $3.66M 0.28% +499 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: 17,439 shares; 2024Q4: 17,867 shares; 2025Q1: 17,876 shares; 2025Q2: 17,788 shares; 2025Q3: 17,798 shares; 2025Q4: 17,807 shares; 2026Q1: 17,606 shares; 2026Q2: 19,568 shares 19,568 $3.62M 0.28% +1,962 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: 8,086 shares; 2024Q4: 8,287 shares; 2025Q1: 8,283 shares; 2025Q2: 8,512 shares; 2025Q3: 9,846 shares; 2025Q4: 9,429 shares; 2026Q1: 9,646 shares; 2026Q2: 9,788 shares 9,788 $3.5M 0.27% +142 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: 5,713 shares; 2024Q4: 6,484 shares; 2025Q1: 8,488 shares; 2025Q2: 9,171 shares; 2025Q3: 9,811 shares; 2025Q4: 9,829 shares; 2026Q1: 9,699 shares; 2026Q2: 9,845 shares 9,845 $3.48M 0.27% +146 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: 36,001 shares; 2024Q4: 36,469 shares; 2025Q1: 37,871 shares; 2025Q2: 38,032 shares; 2025Q3: 39,595 shares; 2025Q4: 40,342 shares; 2026Q1: 40,994 shares; 2026Q2: 42,035 shares 42,035 $3.29M 0.26% +1,041 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 14,026 shares; 2026Q1: 13,938 shares; 2026Q2: 13,125 shares 13,125 $3.11M 0.24% -813 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,260 shares; 2024Q4: 90,757 shares; 2025Q1: 89,354 shares; 2025Q2: 86,748 shares; 2025Q3: 86,342 shares; 2025Q4: 85,362 shares; 2026Q1: 84,835 shares; 2026Q2: 84,687 shares 84,687 $3.07M 0.24% -148 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: 3,249 shares; 2024Q4: 3,823 shares; 2025Q1: 3,843 shares; 2025Q2: 3,674 shares; 2025Q3: 3,691 shares; 2025Q4: 3,724 shares; 2026Q1: 4,525 shares; 2026Q2: 4,466 shares 4,466 $3.07M 0.24% -59 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: 117,803 shares; 2024Q4: 119,846 shares; 2025Q1: 127,738 shares; 2025Q2: 131,224 shares; 2025Q3: 133,822 shares; 2025Q4: 129,218 shares; 2026Q1: 123,962 shares; 2026Q2: 123,873 shares 123,873 $2.98M 0.23% -89 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: 90,549 shares; 2024Q4: 102,474 shares; 2025Q1: 159,256 shares; 2025Q2: 23,394 shares; 2025Q3: 24,362 shares; 2025Q4: 23,464 shares; 2026Q1: 26,181 shares; 2026Q2: 26,383 shares 26,383 $2.84M 0.22% +202 Timeline SPMO 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: 12,867 shares; 2025Q4: 14,229 shares; 2026Q1: 15,764 shares; 2026Q2: 17,529 shares 17,529 $2.83M 0.22% +1,765 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: 61,465 shares; 2024Q4: 60,830 shares; 2025Q1: 21,249 shares; 2025Q2: 21,092 shares; 2025Q3: 21,109 shares; 2025Q4: 20,843 shares; 2026Q1: 19,798 shares; 2026Q2: 19,329 shares 19,329 $2.77M 0.21% -469 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: 15,679 shares; 2024Q4: 17,079 shares; 2025Q1: 16,533 shares; 2025Q2: 17,047 shares; 2025Q3: 18,619 shares; 2025Q4: 20,435 shares; 2026Q1: 46,304 shares; 2026Q2: 48,509 shares 48,509 $2.58M 0.2% +2,205 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,225 shares; 2024Q4: 80,970 shares; 2025Q1: 80,970 shares; 2025Q2: 82,470 shares; 2025Q3: 82,470 shares; 2025Q4: 82,470 shares; 2026Q1: 109,691 shares; 2026Q2: 109,691 shares 109,691 $2.44M 0.19% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,374 shares; 2024Q4: 32,053 shares; 2025Q1: 34,117 shares; 2025Q2: 34,504 shares; 2025Q3: 35,094 shares; 2025Q4: 33,402 shares; 2026Q1: 31,849 shares; 2026Q2: 32,060 shares 32,060 $2.43M 0.19% +211 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: 1,564 shares; 2024Q4: 1,511 shares; 2025Q1: 2,256 shares; 2025Q2: 2,679 shares; 2025Q3: 2,188 shares; 2025Q4: 2,207 shares; 2026Q1: 2,284 shares; 2026Q2: 4,453 shares 4,453 $2.23M 0.17% +2,169 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: 75,966 shares; 2024Q4: 76,597 shares; 2025Q1: 82,005 shares; 2025Q2: 82,406 shares; 2025Q3: 82,778 shares; 2025Q4: 81,367 shares; 2026Q1: 78,767 shares; 2026Q2: 88,382 shares 88,382 $2.17M 0.17% +9,615 Timeline SCHP 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: 29,933 shares; 2024Q4: 73,188 shares; 2025Q1: 75,299 shares; 2025Q2: 77,761 shares; 2025Q3: 83,964 shares; 2025Q4: 97,211 shares; 2026Q1: 74,567 shares; 2026Q2: 75,838 shares 75,838 $2.01M 0.16% +1,271 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: 27,255 shares; 2024Q4: 29,139 shares; 2025Q1: 28,952 shares; 2025Q2: 30,693 shares; 2025Q3: 30,696 shares; 2025Q4: 31,201 shares; 2026Q1: 31,143 shares; 2026Q2: 34,710 shares 34,710 $1.96M 0.15% +3,567 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,507 shares; 2024Q4: 18,640 shares; 2025Q1: 18,045 shares; 2025Q2: 19,001 shares; 2025Q3: 19,378 shares; 2025Q4: 19,207 shares; 2026Q1: 19,103 shares; 2026Q2: 20,104 shares 20,104 $1.84M 0.14% +1,001 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: 5,413 shares; 2024Q4: 4,605 shares; 2025Q1: 4,502 shares; 2025Q2: 4,555 shares; 2025Q3: 4,562 shares; 2025Q4: 4,478 shares; 2026Q1: 4,902 shares; 2026Q2: 4,918 shares 4,918 $1.84M 0.14% +16 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: 192,595 shares; 2024Q4: 190,454 shares; 2025Q1: 201,976 shares; 2025Q2: 205,371 shares; 2025Q3: 209,694 shares; 2025Q4: 210,213 shares; 2026Q1: 11,320 shares; 2026Q2: 8,249 shares 8,249 $1.81M 0.14% -3,071 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,576 shares; 2024Q4: 14,249 shares; 2025Q1: 13,585 shares; 2025Q2: 14,339 shares; 2025Q3: 15,011 shares; 2025Q4: 15,158 shares; 2026Q1: 15,556 shares; 2026Q2: 30,849 shares 30,849 $1.73M 0.13% +15,293 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: 3,893 shares; 2024Q4: 3,975 shares; 2025Q1: 4,241 shares; 2025Q2: 4,189 shares; 2025Q3: 4,272 shares; 2025Q4: 4,189 shares; 2026Q1: 4,189 shares; 2026Q2: 4,635 shares 4,635 $1.71M 0.13% +446 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,075 shares; 2026Q2: 4,612 shares 4,612 $1.69M 0.13% +2,537 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: 606 shares; 2024Q4: 549 shares; 2025Q1: 551 shares; 2025Q2: 551 shares; 2025Q3: 568 shares; 2025Q4: 947 shares; 2026Q1: 1,290 shares; 2026Q2: 1,393 shares 1,393 $1.67M 0.13% +103 Timeline FNDE 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: 44,411 shares; 2024Q4: 44,094 shares; 2025Q1: 41,173 shares; 2025Q2: 41,162 shares; 2025Q3: 40,471 shares; 2025Q4: 40,471 shares; 2026Q1: 40,471 shares; 2026Q2: 39,569 shares 39,569 $1.57M 0.12% -902 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: 3,323 shares; 2024Q4: 4,025 shares; 2025Q1: 4,128 shares; 2025Q2: 4,289 shares; 2025Q3: 4,239 shares; 2025Q4: 3,826 shares; 2026Q1: 3,660 shares; 2026Q2: 4,173 shares 4,173 $1.54M 0.12% +513 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: 2,094 shares; 2024Q4: 1,929 shares; 2025Q1: 1,959 shares; 2025Q2: 1,880 shares; 2025Q3: 1,924 shares; 2025Q4: 1,940 shares; 2026Q1: 1,955 shares; 2026Q2: 2,069 shares 2,069 $1.52M 0.12% +114 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: 9,366 shares; 2024Q4: not reported; 2025Q1: 10,574 shares; 2025Q2: 9,944 shares; 2025Q3: 10,323 shares; 2025Q4: 10,564 shares; 2026Q1: 10,553 shares; 2026Q2: 10,857 shares 10,857 $1.52M 0.12% +304 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: 2,999 shares; 2024Q4: 3,506 shares; 2025Q1: 4,162 shares; 2025Q2: 4,394 shares; 2025Q3: 4,050 shares; 2025Q4: 4,265 shares; 2026Q1: 4,641 shares; 2026Q2: 4,382 shares 4,382 $1.5M 0.12% -259 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: 8,397 shares; 2024Q4: 8,264 shares; 2025Q1: 8,255 shares; 2025Q2: 8,440 shares; 2025Q3: 8,449 shares; 2025Q4: 8,687 shares; 2026Q1: 8,652 shares; 2026Q2: 8,432 shares 8,432 $1.43M 0.11% -220 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: 1,202 shares; 2024Q4: 1,231 shares; 2025Q1: 1,251 shares; 2025Q2: 1,217 shares; 2025Q3: 1,220 shares; 2025Q4: 1,246 shares; 2026Q1: 1,244 shares; 2026Q2: 1,213 shares 1,213 $1.43M 0.11% -31 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: 836 shares; 2024Q4: 1,003 shares; 2025Q1: 1,267 shares; 2025Q2: 1,420 shares; 2025Q3: 1,470 shares; 2025Q4: 1,578 shares; 2026Q1: 2,354 shares; 2026Q2: 2,524 shares 2,524 $1.42M 0.11% +170 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: 14,440 shares; 2024Q4: 18,217 shares; 2025Q1: 17,509 shares; 2025Q2: 19,640 shares; 2025Q3: 21,295 shares; 2025Q4: 23,843 shares; 2026Q1: 14,231 shares; 2026Q2: 14,225 shares 14,225 $1.37M 0.11% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,021 shares; 2025Q3: 15,028 shares; 2025Q4: 15,040 shares; 2026Q1: 16,553 shares; 2026Q2: 29,864 shares 29,864 $1.24M 0.1% +13,311 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: 22,478 shares; 2024Q4: 44,913 shares; 2025Q1: 35,368 shares; 2025Q2: 28,895 shares; 2025Q3: 28,686 shares; 2025Q4: 30,891 shares; 2026Q1: 30,936 shares; 2026Q2: 31,064 shares 31,064 $1.12M 0.09% +128 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: 15,988 shares; 2024Q4: 16,008 shares; 2025Q1: 16,012 shares; 2025Q2: 15,913 shares; 2025Q3: 18,664 shares; 2025Q4: 19,740 shares; 2026Q1: 19,500 shares; 2026Q2: 19,541 shares 19,541 $1.09M 0.08% +41 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: 1,115 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,092 shares; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares; 2026Q1: 1,169 shares; 2026Q2: 1,018 shares 1,018 $1.08M 0.08% -151 Timeline QUS 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: 6,553 shares; 2024Q4: 6,523 shares; 2025Q1: 6,497 shares; 2025Q2: 6,438 shares; 2025Q3: 6,397 shares; 2025Q4: 6,397 shares; 2026Q1: 6,324 shares; 2026Q2: 5,748 shares 5,748 $1.07M 0.08% -576 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: 5,809 shares; 2025Q3: 6,191 shares; 2025Q4: 5,291 shares; 2026Q1: 5,168 shares; 2026Q2: 5,028 shares 5,028 $1.07M 0.08% -140 Timeline BYLD 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: 44,055 shares; 2026Q2: 46,941 shares 46,941 $1.06M 0.08% +2,886 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,184 shares; 2024Q4: 15,485 shares; 2025Q1: 15,059 shares; 2025Q2: 23,991 shares; 2025Q3: 23,991 shares; 2025Q4: 23,817 shares; 2026Q1: 25,722 shares; 2026Q2: 25,752 shares 25,752 $1.05M 0.08% +30 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: 6,872 shares; 2024Q4: 6,688 shares; 2025Q1: 6,688 shares; 2025Q2: 6,688 shares; 2025Q3: 6,715 shares; 2025Q4: 7,438 shares; 2026Q1: 7,441 shares; 2026Q2: 8,069 shares 8,069 $1.02M 0.08% +628 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,315 shares; 2024Q4: 4,315 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares; 2026Q2: 4,250 shares 4,250 $1.01M 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 230,776 shares; 2025Q3: 236,257 shares; 2025Q4: 236,430 shares; 2026Q1: 12,327 shares; 2026Q2: 10,735 shares 10,735 $950K 0.07% -1,592 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: 6,506 shares; 2024Q4: 6,363 shares; 2025Q1: 6,431 shares; 2025Q2: 6,045 shares; 2025Q3: 6,045 shares; 2025Q4: 6,094 shares; 2026Q1: 5,806 shares; 2026Q2: 6,098 shares 6,098 $941K 0.07% +292 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: 16,924 shares; 2024Q4: 16,329 shares; 2025Q1: 16,330 shares; 2025Q2: 16,332 shares; 2025Q3: 16,482 shares; 2025Q4: 16,073 shares; 2026Q1: 15,915 shares; 2026Q2: 15,920 shares 15,920 $917K 0.07% +5 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: 6,171 shares; 2024Q4: 6,036 shares; 2025Q1: 6,061 shares; 2025Q2: 5,781 shares; 2025Q3: 4,551 shares; 2025Q4: 4,497 shares; 2026Q1: 4,497 shares; 2026Q2: 4,952 shares 4,952 $915K 0.07% +455 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: 4,241 shares; 2024Q4: 4,145 shares; 2025Q1: 4,104 shares; 2025Q2: 4,096 shares; 2025Q3: 4,100 shares; 2025Q4: 4,062 shares; 2026Q1: 4,062 shares; 2026Q2: 3,226 shares 3,226 $908K 0.07% -836 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 11,890 shares; 2026Q1: 44,412 shares; 2026Q2: 39,476 shares 39,476 $882K 0.07% -4,936 Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,716 shares; 2024Q4: 73,716 shares; 2025Q1: 73,716 shares; 2025Q2: 73,716 shares; 2025Q3: 73,716 shares; 2025Q4: 73,716 shares; 2026Q1: 73,716 shares; 2026Q2: 73,716 shares 73,716 $854K 0.07% 0 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 15,774 shares; 2026Q2: 16,016 shares 16,016 $801K 0.06% +242 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: 2,957 shares; 2024Q4: 2,928 shares; 2025Q1: 2,827 shares; 2025Q2: 2,742 shares; 2025Q3: 2,766 shares; 2025Q4: 2,766 shares; 2026Q1: 2,796 shares; 2026Q2: 2,801 shares 2,801 $788K 0.06% +5 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: 1,323 shares; 2024Q4: 1,347 shares; 2025Q1: 1,385 shares; 2025Q2: 1,344 shares; 2025Q3: 1,562 shares; 2025Q4: 1,229 shares; 2026Q1: 1,820 shares; 2026Q2: 1,850 shares 1,850 $778K 0.06% +30 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $755K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.06% 0 Timeline XLP 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: 11,767 shares; 2024Q4: 11,531 shares; 2025Q1: 11,197 shares; 2025Q2: 10,877 shares; 2025Q3: 10,548 shares; 2025Q4: 10,230 shares; 2026Q1: 9,772 shares; 2026Q2: 9,004 shares 9,004 $748K 0.06% -768 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; 2024Q3: 324,997 shares; 2024Q4: 322,675 shares; 2025Q1: 245,383 shares; 2025Q2: 19,491 shares; 2025Q3: 18,436 shares; 2025Q4: 18,431 shares; 2026Q1: 14,080 shares; 2026Q2: 14,781 shares 14,781 $748K 0.06% +701 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: 6,026 shares; 2024Q4: 6,029 shares; 2025Q1: 5,832 shares; 2025Q2: 5,835 shares; 2025Q3: 5,917 shares; 2025Q4: 6,119 shares; 2026Q1: 6,496 shares; 2026Q2: 6,277 shares 6,277 $737K 0.06% -219 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,149 shares 7,149 $737K 0.06% new Timeline ISCF 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: 16,809 shares 16,809 $728K 0.06% new 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: 4,122 shares; 2024Q4: 4,059 shares; 2025Q1: 4,478 shares; 2025Q2: 4,435 shares; 2025Q3: 4,435 shares; 2025Q4: 4,369 shares; 2026Q1: 4,242 shares; 2026Q2: 4,777 shares 4,777 $727K 0.06% +535 Timeline XMHQ 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: 174,501 shares; 2024Q4: 174,559 shares; 2025Q1: 174,518 shares; 2025Q2: 10,487 shares; 2025Q3: 9,488 shares; 2025Q4: 7,788 shares; 2026Q1: 6,809 shares; 2026Q2: 6,301 shares 6,301 $711K 0.06% -508 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: 4,602 shares; 2024Q4: 4,179 shares; 2025Q1: 4,180 shares; 2025Q2: 4,181 shares; 2025Q3: 4,182 shares; 2025Q4: 4,182 shares; 2026Q1: 4,207 shares; 2026Q2: 4,408 shares 4,408 $697K 0.05% +201 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: 2,249 shares; 2024Q4: 2,249 shares; 2025Q1: 2,249 shares; 2025Q2: 2,249 shares; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares; 2026Q2: 2,517 shares 2,517 $685K 0.05% +199 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,260 shares; 2026Q2: 1,108 shares 1,108 $644K 0.05% -152 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: 2,129 shares; 2024Q4: 2,809 shares; 2025Q1: 3,010 shares; 2025Q2: 3,012 shares; 2025Q3: 2,914 shares; 2025Q4: 3,352 shares; 2026Q1: 3,079 shares; 2026Q2: 2,999 shares 2,999 $638K 0.05% -80 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: 3,453 shares; 2024Q4: 4,951 shares; 2025Q1: 5,224 shares; 2025Q2: 6,039 shares; 2025Q3: 6,287 shares; 2025Q4: 5,045 shares; 2026Q1: 4,215 shares; 2026Q2: 3,974 shares 3,974 $602K 0.05% -241 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,426 shares; 2024Q4: 42,063 shares; 2025Q1: 37,946 shares; 2025Q2: 33,929 shares; 2025Q3: 28,039 shares; 2025Q4: 33,686 shares; 2026Q1: 33,686 shares; 2026Q2: 34,027 shares 34,027 $599K 0.05% +341 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,766 shares; 2024Q4: 10,766 shares; 2025Q1: 10,766 shares; 2025Q2: 10,766 shares; 2025Q3: 10,766 shares; 2025Q4: 10,766 shares; 2026Q1: 10,766 shares; 2026Q2: 6,766 shares 6,766 $565K 0.04% -4,000 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,177 shares; 2024Q4: 4,177 shares; 2025Q1: 4,177 shares; 2025Q2: 3,887 shares; 2025Q3: 3,887 shares; 2025Q4: 3,887 shares; 2026Q1: 3,897 shares; 2026Q2: 3,905 shares 3,905 $556K 0.04% +8 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: 1,083 shares; 2024Q4: 1,084 shares; 2025Q1: 1,144 shares; 2025Q2: 1,357 shares; 2025Q3: 1,358 shares; 2025Q4: 2,745 shares; 2026Q1: 2,759 shares; 2026Q2: 2,794 shares 2,794 $532K 0.04% +35 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: 2,103 shares; 2024Q4: 1,959 shares; 2025Q1: 1,959 shares; 2025Q2: 2,054 shares; 2025Q3: 2,062 shares; 2025Q4: 2,062 shares; 2026Q1: 1,812 shares; 2026Q2: 1,914 shares 1,914 $528K 0.04% +102 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,784 shares; 2024Q4: 3,795 shares; 2025Q1: 3,802 shares; 2025Q2: 3,803 shares; 2025Q3: 3,812 shares; 2025Q4: 3,824 shares; 2026Q1: 3,831 shares; 2026Q2: 18,993 shares 18,993 $521K 0.04% +15,162 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: 268 shares; 2024Q4: 367 shares; 2025Q1: 408 shares; 2025Q2: 7,124 shares; 2025Q3: 7,089 shares; 2025Q4: 5,945 shares; 2026Q1: 5,582 shares; 2026Q2: 5,584 shares 5,584 $514K 0.04% +2 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 443 shares 443 $511K 0.04% new Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,360 shares; 2024Q4: 8,348 shares; 2025Q1: 6,576 shares; 2025Q2: 7,075 shares; 2025Q3: 6,751 shares; 2025Q4: 6,751 shares; 2026Q1: 7,771 shares; 2026Q2: 7,705 shares 7,705 $499K 0.04% -66 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,359 shares; 2024Q4: 1,340 shares; 2025Q1: 1,325 shares; 2025Q2: 1,312 shares; 2025Q3: 1,153 shares; 2025Q4: 1,153 shares; 2026Q1: 978 shares; 2026Q2: 991 shares 991 $491K 0.04% +13 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: 3,807 shares; 2024Q4: 4,071 shares; 2025Q1: 4,312 shares; 2025Q2: 4,351 shares; 2025Q3: 4,365 shares; 2025Q4: 8,778 shares; 2026Q1: 8,567 shares; 2026Q2: 9,077 shares 9,077 $482K 0.04% +510 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: 7,813 shares; 2024Q4: 8,113 shares; 2025Q1: 7,974 shares; 2025Q2: 8,558 shares; 2025Q3: 8,712 shares; 2025Q4: 8,713 shares; 2026Q1: 8,690 shares; 2026Q2: 8,451 shares 8,451 $482K 0.04% -239 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,300 shares; 2024Q4: 32,300 shares; 2025Q1: 32,300 shares; 2025Q2: 32,300 shares; 2025Q3: 32,300 shares; 2025Q4: 32,300 shares; 2026Q1: 32,300 shares; 2026Q2: 20,780 shares 20,780 $481K 0.04% -11,520 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: 1,824 shares; 2024Q4: 1,825 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,885 shares; 2025Q4: 1,870 shares; 2026Q1: 1,870 shares; 2026Q2: 1,872 shares 1,872 $479K 0.04% +2 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: 2,096 shares; 2024Q4: 1,927 shares; 2025Q1: 2,000 shares; 2025Q2: 2,001 shares; 2025Q3: 2,039 shares; 2025Q4: 2,740 shares; 2026Q1: 2,740 shares; 2026Q2: 2,462 shares 2,462 $467K 0.04% -278 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: 3,279 shares; 2024Q4: 2,743 shares; 2025Q1: 2,221 shares; 2025Q2: 2,259 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 2,327 shares; 2026Q2: 2,236 shares 2,236 $447K 0.03% -91 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,103 shares; 2024Q4: 12,103 shares; 2025Q1: 6,255 shares; 2025Q2: 6,192 shares; 2025Q3: 6,192 shares; 2025Q4: 6,192 shares; 2026Q1: 6,212 shares; 2026Q2: 7,312 shares 7,312 $444K 0.03% +1,100 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: 54,537 shares; 2024Q4: 54,719 shares; 2025Q1: 55,015 shares; 2025Q2: 54,619 shares; 2025Q3: 54,426 shares; 2025Q4: 3,792 shares; 2026Q1: 3,703 shares; 2026Q2: 2,990 shares 2,990 $437K 0.03% -713 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,008 shares 1,008 $435K 0.03% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares; 2026Q1: 1,073 shares; 2026Q2: 1,077 shares 1,077 $428K 0.03% +4 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: 2,939 shares; 2024Q4: 2,892 shares; 2025Q1: 2,892 shares; 2025Q2: 2,892 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares; 2026Q1: 2,923 shares; 2026Q2: 2,933 shares 2,933 $424K 0.03% +10 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: 524 shares; 2024Q4: 639 shares; 2025Q1: 1,100 shares; 2025Q2: 1,114 shares; 2025Q3: 1,156 shares; 2025Q4: 930 shares; 2026Q1: 818 shares; 2026Q2: 823 shares 823 $413K 0.03% +5 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; 2024Q3: 146 shares; 2024Q4: 236 shares; 2025Q1: 303 shares; 2025Q2: 383 shares; 2025Q3: 400 shares; 2025Q4: 309 shares; 2026Q1: 270 shares; 2026Q2: 211 shares 211 $412K 0.03% -59 Timeline HEI 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: 2,905 shares; 2024Q4: 2,907 shares; 2025Q1: 2,907 shares; 2025Q2: 2,862 shares; 2025Q3: 2,849 shares; 2025Q4: 2,849 shares; 2026Q1: 2,334 shares; 2026Q2: 1,134 shares 1,134 $404K 0.03% -1,200 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: 304 shares; 2024Q4: 273 shares; 2025Q1: 275 shares; 2025Q2: 273 shares; 2025Q3: 282 shares; 2025Q4: 3,991 shares; 2026Q1: 5,351 shares; 2026Q2: 5,577 shares 5,577 $398K 0.03% +226 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 1,097 shares; 2026Q2: 1,189 shares 1,189 $398K 0.03% +92 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 838 shares; 2024Q4: 863 shares; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 864 shares; 2026Q1: 864 shares; 2026Q2: 864 shares 864 $396K 0.03% 0 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: 7,953 shares; 2024Q4: 7,588 shares; 2025Q1: 4,003 shares; 2025Q2: 2,568 shares; 2025Q3: 4,038 shares; 2025Q4: 4,012 shares; 2026Q1: 3,951 shares; 2026Q2: 4,052 shares 4,052 $391K 0.03% +101 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: 808 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 767 shares; 2026Q2: 768 shares 768 $391K 0.03% +1 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: 2,135 shares; 2024Q4: 1,974 shares; 2025Q1: 1,975 shares; 2025Q2: 1,402 shares; 2025Q3: 1,414 shares; 2025Q4: 1,415 shares; 2026Q1: 1,700 shares; 2026Q2: 1,587 shares 1,587 $391K 0.03% -113 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: 1,371 shares; 2024Q4: 1,371 shares; 2025Q1: 1,389 shares; 2025Q2: 1,398 shares; 2025Q3: 1,405 shares; 2025Q4: 1,405 shares; 2026Q1: 1,425 shares; 2026Q2: 1,504 shares 1,504 $374K 0.03% +79 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: 907 shares; 2024Q4: 861 shares; 2025Q1: 861 shares; 2025Q2: 861 shares; 2025Q3: 874 shares; 2025Q4: 874 shares; 2026Q1: 874 shares; 2026Q2: 876 shares 876 $373K 0.03% +2 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; 2024Q3: 508 shares; 2024Q4: 754 shares; 2025Q1: 890 shares; 2025Q2: 977 shares; 2025Q3: 1,084 shares; 2025Q4: 940 shares; 2026Q1: 669 shares; 2026Q2: 647 shares 647 $373K 0.03% -22 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: not reported; 2024Q4: not reported; 2025Q1: 1,605 shares; 2025Q2: 1,605 shares; 2025Q3: 1,964 shares; 2025Q4: 1,965 shares; 2026Q1: 1,966 shares; 2026Q2: 2,027 shares 2,027 $367K 0.03% +61 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,700 shares; 2026Q1: 8,700 shares; 2026Q2: 8,700 shares 8,700 $359K 0.03% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 1,300 shares 1,300 $359K 0.03% new 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: 1,247 shares; 2024Q4: 1,103 shares; 2025Q1: 1,083 shares; 2025Q2: 1,228 shares; 2025Q3: 1,460 shares; 2025Q4: 1,351 shares; 2026Q1: 1,349 shares; 2026Q2: 857 shares 857 $356K 0.03% -492 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: 1,088 shares; 2024Q4: 1,108 shares; 2025Q1: 1,109 shares; 2025Q2: 1,110 shares; 2025Q3: 966 shares; 2025Q4: 966 shares; 2026Q1: 967 shares; 2026Q2: 916 shares 916 $354K 0.03% -51 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: 3,829 shares; 2024Q4: 3,829 shares; 2025Q1: 3,829 shares; 2025Q2: 3,829 shares; 2025Q3: 3,851 shares; 2025Q4: 3,851 shares; 2026Q1: 3,851 shares; 2026Q2: 3,854 shares 3,854 $353K 0.03% +3 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: 5,167 shares; 2024Q4: 5,128 shares; 2025Q1: 5,067 shares; 2025Q2: 5,331 shares; 2025Q3: 5,359 shares; 2025Q4: 5,160 shares; 2026Q1: 3,375 shares; 2026Q2: 3,390 shares 3,390 $346K 0.03% +15 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: 7,486 shares; 2024Q4: 7,486 shares; 2025Q1: 7,914 shares; 2025Q2: 15,828 shares; 2025Q3: 15,152 shares; 2025Q4: 15,152 shares; 2026Q1: 7,145 shares; 2026Q2: 7,157 shares 7,157 $344K 0.03% +12 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,074 shares; 2025Q4: 1,074 shares; 2026Q1: 1,284 shares; 2026Q2: 946 shares 946 $343K 0.03% -338 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: 999 shares 999 $341K 0.03% new 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: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 306 shares; 2025Q4: 2,690 shares; 2026Q1: 3,465 shares; 2026Q2: 3,387 shares 3,387 $336K 0.03% -78 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,484 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,494 shares; 2025Q4: 1,494 shares; 2026Q1: 1,494 shares; 2026Q2: 1,495 shares 1,495 $335K 0.03% +1 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556,548 shares; 2024Q4: 587,175 shares; 2025Q1: 677,287 shares; 2025Q2: 863,608 shares; 2025Q3: 894,019 shares; 2025Q4: 16,296 shares; 2026Q1: 14,274 shares; 2026Q2: 13,737 shares 13,737 $333K 0.03% -537 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411,236 shares; 2024Q4: 414,560 shares; 2025Q1: 384,340 shares; 2025Q2: 396,612 shares; 2025Q3: 403,927 shares; 2025Q4: 16,059 shares; 2026Q1: 14,358 shares; 2026Q2: 12,571 shares 12,571 $320K 0.02% -1,787 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: 2,916 shares; 2024Q4: 2,916 shares; 2025Q1: 2,916 shares; 2025Q2: 2,916 shares; 2025Q3: 2,936 shares; 2025Q4: 3,371 shares; 2026Q1: 3,604 shares; 2026Q2: 3,625 shares 3,625 $315K 0.02% +21 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,224 shares 1,224 $313K 0.02% new 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: 3,770 shares; 2024Q4: 3,770 shares; 2025Q1: 3,707 shares; 2025Q2: 3,707 shares; 2025Q3: 3,729 shares; 2025Q4: 3,729 shares; 2026Q1: 3,729 shares; 2026Q2: 3,731 shares 3,731 $312K 0.02% +2 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,854 shares; 2024Q4: 5,854 shares; 2025Q1: 5,854 shares; 2025Q2: 5,854 shares; 2025Q3: 5,854 shares; 2025Q4: 5,854 shares; 2026Q1: 5,954 shares; 2026Q2: 5,854 shares 5,854 $307K 0.02% -100 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,312 shares; 2024Q4: 3,299 shares; 2025Q1: 3,303 shares; 2025Q2: 3,308 shares; 2025Q3: 3,313 shares; 2025Q4: 3,318 shares; 2026Q1: 3,323 shares; 2026Q2: 2,927 shares 2,927 $302K 0.02% -396 Timeline SPXT PROSHARES TR More: the full row for PROSHARES 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: 3,568 shares; 2025Q4: 2,715 shares; 2026Q1: 2,725 shares; 2026Q2: 2,734 shares 2,734 $296K 0.02% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 771 shares; 2025Q4: 773 shares; 2026Q1: 775 shares; 2026Q2: 3,620 shares 3,620 $292K 0.02% +2,845 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: 3,810 shares; 2024Q4: 11,811 shares; 2025Q1: 14,507 shares; 2025Q2: 10,189 shares; 2025Q3: 10,237 shares; 2025Q4: 10,590 shares; 2026Q1: 8,612 shares; 2026Q2: 8,348 shares 8,348 $291K 0.02% -264 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: 794 shares; 2024Q4: 794 shares; 2025Q1: 772 shares; 2025Q2: 822 shares; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 843 shares; 2026Q2: 857 shares 857 $290K 0.02% +14 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: 1,796 shares; 2024Q4: 2,340 shares; 2025Q1: 3,274 shares; 2025Q2: 3,562 shares; 2025Q3: 3,560 shares; 2025Q4: 3,296 shares; 2026Q1: 1,494 shares; 2026Q2: 1,514 shares 1,514 $288K 0.02% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 386 shares 386 $279K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,844 shares; 2026Q2: 1,831 shares 1,831 $272K 0.02% -13 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: 397 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 397 shares; 2026Q2: 383 shares 383 $269K 0.02% -14 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,526 shares; 2024Q4: 12,526 shares; 2025Q1: 12,415 shares; 2025Q2: 11,283 shares; 2025Q3: 11,460 shares; 2025Q4: 12,440 shares; 2026Q1: 12,629 shares; 2026Q2: 12,945 shares 12,945 $268K 0.02% +316 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: not reported; 2024Q4: not reported; 2025Q1: 1,178 shares; 2025Q2: 1,207 shares; 2025Q3: 1,228 shares; 2025Q4: 1,247 shares; 2026Q1: 1,250 shares; 2026Q2: 1,231 shares 1,231 $266K 0.02% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,256 shares; 2025Q3: 5,113 shares; 2025Q4: 3,845 shares; 2026Q1: 4,242 shares; 2026Q2: 4,429 shares 4,429 $264K 0.02% +187 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,594 shares; 2025Q3: 101,345 shares; 2025Q4: 101,593 shares; 2026Q1: 102,183 shares; 2026Q2: 2,424 shares 2,424 $264K 0.02% -99,759 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: 2,494 shares; 2024Q4: 2,494 shares; 2025Q1: 2,494 shares; 2025Q2: 2,494 shares; 2025Q3: 2,554 shares; 2025Q4: 2,554 shares; 2026Q1: 2,554 shares; 2026Q2: 2,904 shares 2,904 $264K 0.02% +350 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,961 shares; 2025Q3: not reported; 2025Q4: 2,913 shares; 2026Q1: 3,408 shares; 2026Q2: 3,236 shares 3,236 $263K 0.02% -172 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: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares; 2026Q1: 1,386 shares; 2026Q2: 1,617 shares 1,617 $262K 0.02% +231 Timeline IXN 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: 1,802 shares 1,802 $260K 0.02% new 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: 4,966 shares; 2024Q4: 4,966 shares; 2025Q1: 4,966 shares; 2025Q2: 4,966 shares; 2025Q3: 4,966 shares; 2025Q4: 4,667 shares; 2026Q1: 4,787 shares; 2026Q2: 4,787 shares 4,787 $260K 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: 2,146 shares; 2024Q4: 2,327 shares; 2025Q1: 2,347 shares; 2025Q2: 2,377 shares; 2025Q3: 2,386 shares; 2025Q4: 2,486 shares; 2026Q1: 2,486 shares; 2026Q2: 2,487 shares 2,487 $259K 0.02% +1 Timeline BSMV 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: 11,961 shares 11,961 $251K 0.02% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 389 shares 389 $249K 0.02% new 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: 3,406 shares; 2024Q4: 4,349 shares; 2025Q1: 4,825 shares; 2025Q2: 5,028 shares; 2025Q3: 5,561 shares; 2025Q4: 5,625 shares; 2026Q1: 4,288 shares; 2026Q2: 4,402 shares 4,402 $249K 0.02% +114 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: 4,601 shares; 2024Q4: 5,394 shares; 2025Q1: 3,000 shares; 2025Q2: 3,002 shares; 2025Q3: 2,922 shares; 2025Q4: 2,924 shares; 2026Q1: 2,926 shares; 2026Q2: 3,009 shares 3,009 $249K 0.02% +83 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 967 shares; 2026Q2: 954 shares 954 $248K 0.02% -13 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,935 shares; 2024Q4: 2,968 shares; 2025Q1: 3,165 shares; 2025Q2: 2,657 shares; 2025Q3: 2,257 shares; 2025Q4: 2,209 shares; 2026Q1: 2,211 shares; 2026Q2: 2,170 shares 2,170 $244K 0.02% -41 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 679 shares; 2024Q4: 679 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 674 shares 674 $242K 0.02% new Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,198 shares; 2024Q4: 4,198 shares; 2025Q1: 4,198 shares; 2025Q2: 4,198 shares; 2025Q3: 4,180 shares; 2025Q4: 4,180 shares; 2026Q1: not reported; 2026Q2: 2,050 shares 2,050 $239K 0.02% new Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,085 shares; 2025Q3: 5,085 shares; 2025Q4: 5,085 shares; 2026Q1: 5,085 shares; 2026Q2: 5,085 shares 5,085 $234K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,953 shares 1,953 $233K 0.02% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,631 shares; 2026Q1: 2,562 shares; 2026Q2: 1,988 shares 1,988 $232K 0.02% -574 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231 shares; 2024Q4: 329 shares; 2025Q1: 434 shares; 2025Q2: 493 shares; 2025Q3: 394 shares; 2025Q4: 227 shares; 2026Q1: 124 shares; 2026Q2: 111 shares 111 $230K 0.02% -13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 754 shares 754 $229K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $228K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,200 shares 2,200 $228K 0.02% new 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: 1,785 shares; 2024Q4: 1,547 shares; 2025Q1: not reported; 2025Q2: 1,380 shares; 2025Q3: 1,430 shares; 2025Q4: 1,519 shares; 2026Q1: 1,510 shares; 2026Q2: 1,546 shares 1,546 $227K 0.02% +36 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,906 shares; 2024Q4: 190,649 shares; 2025Q1: 225,182 shares; 2025Q2: 3,563 shares; 2025Q3: 3,387 shares; 2025Q4: 2,308 shares; 2026Q1: 2,273 shares; 2026Q2: 2,241 shares 2,241 $225K 0.02% -32 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: 981 shares 981 $223K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,144 shares; 2026Q2: 3,121 shares 3,121 $222K 0.02% -23 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: 2,647 shares; 2024Q4: 8,498 shares; 2025Q1: 7,849 shares; 2025Q2: not reported; 2025Q3: 6,974 shares; 2025Q4: 6,834 shares; 2026Q1: not reported; 2026Q2: 5,969 shares 5,969 $220K 0.02% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,902 shares; 2024Q4: 24,497 shares; 2025Q1: 24,225 shares; 2025Q2: 23,844 shares; 2025Q3: 26,189 shares; 2025Q4: 30,695 shares; 2026Q1: 5,935 shares; 2026Q2: 5,948 shares 5,948 $217K 0.02% +13 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,265 shares 4,265 $215K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 876 shares 876 $213K 0.02% new Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 945 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 454 shares 454 $211K 0.02% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 512 shares; 2024Q4: 512 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 712 shares; 2026Q2: 712 shares 712 $208K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 212 shares 212 $207K 0.02% new 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: 537 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 490 shares; 2025Q4: 495 shares; 2026Q1: 502 shares; 2026Q2: 504 shares 504 $205K 0.02% +2 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 465 shares 465 $201K 0.02% new Timeline