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: 51,108 shares; 2024Q4: 85,617 shares; 2025Q1: 156,714 shares; 2025Q2: 280,211 shares; 2025Q3: 355,489 shares; 2025Q4: 410,873 shares; 2026Q1: 3,547,258 shares; 2026Q2: 3,411,823 shares 3,411,823 $300M 12.76% -135,435 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: 836,967 shares; 2024Q4: 896,241 shares; 2025Q1: 1,913,658 shares; 2025Q2: 2,040,018 shares; 2025Q3: 2,203,893 shares; 2025Q4: 2,226,081 shares; 2026Q1: 2,247,545 shares; 2026Q2: 2,406,484 shares 2,406,484 $171M 7.3% +158,939 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: 220,995 shares; 2024Q4: 219,634 shares; 2025Q1: 218,228 shares; 2025Q2: 217,773 shares; 2025Q3: 215,873 shares; 2025Q4: 214,243 shares; 2026Q1: 211,370 shares; 2026Q2: 207,251 shares 207,251 $155M 6.59% -4,119 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,514,055 shares; 2024Q4: 1,809,731 shares; 2025Q1: 1,964,479 shares; 2025Q2: 2,307,838 shares; 2025Q3: 2,530,627 shares; 2025Q4: 2,638,018 shares; 2026Q1: 2,842,568 shares; 2026Q2: 5,613,451 shares 5,613,451 $141M 5.99% +2,770,883 Timeline AVLC 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: 14,479 shares; 2026Q1: 1,188,777 shares; 2026Q2: 1,125,936 shares 1,125,936 $101M 4.31% -62,841 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544,324 shares; 2024Q4: 570,208 shares; 2025Q1: 608,348 shares; 2025Q2: 1,195,251 shares; 2025Q3: 1,255,132 shares; 2025Q4: 1,278,725 shares; 2026Q1: 1,293,637 shares; 2026Q2: 1,215,987 shares 1,215,987 $82.2M 3.5% -77,650 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: 120,979 shares; 2024Q4: 120,611 shares; 2025Q1: 120,356 shares; 2025Q2: 119,169 shares; 2025Q3: 119,611 shares; 2025Q4: 117,586 shares; 2026Q1: 115,410 shares; 2026Q2: 111,587 shares 111,587 $78.5M 3.34% -3,823 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: 314,727 shares; 2024Q4: 341,330 shares; 2025Q1: 897,363 shares; 2025Q2: 972,070 shares; 2025Q3: 1,065,047 shares; 2025Q4: 1,083,679 shares; 2026Q1: 1,124,915 shares; 2026Q2: 1,219,031 shares 1,219,031 $72.8M 3.1% +94,116 Timeline JPIB 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: 224,076 shares; 2024Q4: 266,449 shares; 2025Q1: 291,867 shares; 2025Q2: 328,375 shares; 2025Q3: 372,800 shares; 2025Q4: 388,022 shares; 2026Q1: 417,820 shares; 2026Q2: 1,265,473 shares 1,265,473 $61.2M 2.6% +847,653 Timeline GII 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: 215,510 shares; 2024Q4: 231,164 shares; 2025Q1: 242,452 shares; 2025Q2: 257,006 shares; 2025Q3: 353,472 shares; 2025Q4: 373,381 shares; 2026Q1: 762,289 shares; 2026Q2: 749,512 shares 749,512 $56.7M 2.41% -12,777 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: 249,059 shares; 2024Q4: 245,649 shares; 2025Q1: 244,567 shares; 2025Q2: 240,622 shares; 2025Q3: 235,455 shares; 2025Q4: 232,454 shares; 2026Q1: 226,736 shares; 2026Q2: 222,599 shares 222,599 $44.5M 1.9% -4,137 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: 126,116 shares; 2024Q4: 124,922 shares; 2025Q1: 124,137 shares; 2025Q2: 122,729 shares; 2025Q3: 119,839 shares; 2025Q4: 117,883 shares; 2026Q1: 114,921 shares; 2026Q2: 112,114 shares 112,114 $39.6M 1.69% -2,807 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: 134,155 shares; 2024Q4: 132,071 shares; 2025Q1: 130,562 shares; 2025Q2: 129,566 shares; 2025Q3: 127,979 shares; 2025Q4: 127,964 shares; 2026Q1: 128,289 shares; 2026Q2: 124,984 shares 124,984 $36.2M 1.54% -3,305 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: 2,559,196 shares; 2024Q4: 2,647,734 shares; 2025Q1: 2,703,849 shares; 2025Q2: 2,711,978 shares; 2025Q3: 2,805,426 shares; 2025Q4: 2,823,812 shares; 2026Q1: 2,922,854 shares; 2026Q2: 1,499,770 shares 1,499,770 $29.3M 1.25% -1,423,084 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: 2,338,825 shares; 2024Q4: 2,354,624 shares; 2025Q1: 2,409,045 shares; 2025Q2: 2,415,100 shares; 2025Q3: 2,502,599 shares; 2025Q4: 2,527,006 shares; 2026Q1: 2,649,128 shares; 2026Q2: 1,390,074 shares 1,390,074 $27.3M 1.16% -1,259,054 Timeline VBCE VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME 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: 358,002 shares 358,002 $27.1M 1.15% new Timeline VBCF VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME 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: 355,839 shares 355,839 $26.9M 1.15% new 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: 77,386 shares; 2024Q4: 77,473 shares; 2025Q1: 76,269 shares; 2025Q2: 75,469 shares; 2025Q3: 74,129 shares; 2025Q4: 74,302 shares; 2026Q1: 70,639 shares; 2026Q2: 69,333 shares 69,333 $25.9M 1.1% -1,306 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: 2,223,070 shares; 2024Q4: 2,248,990 shares; 2025Q1: 2,286,974 shares; 2025Q2: 2,289,871 shares; 2025Q3: 2,361,679 shares; 2025Q4: 2,386,712 shares; 2026Q1: 2,480,768 shares; 2026Q2: 1,250,435 shares 1,250,435 $25.5M 1.08% -1,230,333 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 802,117 shares; 2024Q4: 635,389 shares; 2025Q1: 621,551 shares; 2025Q2: 542,269 shares; 2025Q3: 547,226 shares; 2025Q4: 543,984 shares; 2026Q1: 512,329 shares; 2026Q2: 503,100 shares 503,100 $24.8M 1.06% -9,229 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,239 shares; 2024Q4: 324,296 shares; 2025Q1: 334,617 shares; 2025Q2: 344,181 shares; 2025Q3: 355,740 shares; 2025Q4: 352,268 shares; 2026Q1: 360,158 shares; 2026Q2: 330,596 shares 330,596 $24.3M 1.03% -29,562 Timeline VBCA VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME 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: 317,164 shares 317,164 $24M 1.02% new Timeline VBCB VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME 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: 317,384 shares 317,384 $24M 1.02% new Timeline VBCC VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME 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: 317,270 shares 317,270 $24M 1.02% new Timeline VBCD VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME 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: 316,720 shares 316,720 $23.9M 1.02% new 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: 828,201 shares; 2024Q4: 2,012,301 shares; 2025Q1: 2,085,408 shares; 2025Q2: 2,143,374 shares; 2025Q3: 2,256,782 shares; 2025Q4: 2,326,988 shares; 2026Q1: 2,452,536 shares; 2026Q2: 1,046,645 shares 1,046,645 $19.4M 0.83% -1,405,891 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: 20,335 shares; 2024Q4: 1,698,495 shares; 2025Q1: 2,012,733 shares; 2025Q2: 2,140,405 shares; 2025Q3: 2,373,130 shares; 2025Q4: 2,485,698 shares; 2026Q1: 2,621,207 shares; 2026Q2: 1,047,500 shares 1,047,500 $17.4M 0.74% -1,573,707 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: 59,471 shares; 2024Q4: 58,702 shares; 2025Q1: 58,195 shares; 2025Q2: 57,794 shares; 2025Q3: 57,074 shares; 2025Q4: 55,773 shares; 2026Q1: 53,781 shares; 2026Q2: 52,326 shares 52,326 $17.1M 0.73% -1,455 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: 172,407 shares; 2024Q4: 172,057 shares; 2025Q1: 171,446 shares; 2025Q2: 173,260 shares; 2025Q3: 173,155 shares; 2025Q4: 160,540 shares; 2026Q1: 161,982 shares; 2026Q2: 153,988 shares 153,988 $16M 0.68% -7,994 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: 191,403 shares; 2024Q4: 189,974 shares; 2025Q1: 186,998 shares; 2025Q2: 367,529 shares; 2025Q3: 360,154 shares; 2025Q4: 353,234 shares; 2026Q1: 337,690 shares; 2026Q2: 328,990 shares 328,990 $15.8M 0.67% -8,700 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: 66,286 shares; 2024Q4: 67,206 shares; 2025Q1: 67,589 shares; 2025Q2: 69,449 shares; 2025Q3: 68,996 shares; 2025Q4: 68,883 shares; 2026Q1: 65,894 shares; 2026Q2: 65,869 shares 65,869 $15.7M 0.67% -25 Timeline BSMT 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: 262,065 shares; 2024Q4: 309,350 shares; 2025Q1: 320,730 shares; 2025Q2: 610,608 shares; 2025Q3: 571,429 shares; 2025Q4: 633,116 shares; 2026Q1: 659,279 shares; 2026Q2: 664,948 shares 664,948 $15.3M 0.65% +5,669 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: 117,084 shares; 2024Q4: 114,383 shares; 2025Q1: 118,105 shares; 2025Q2: 115,977 shares; 2025Q3: 108,107 shares; 2025Q4: 106,461 shares; 2026Q1: 104,803 shares; 2026Q2: 101,671 shares 101,671 $14.9M 0.63% -3,132 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: 193,716 shares; 2024Q4: 239,185 shares; 2025Q1: 325,004 shares; 2025Q2: 475,061 shares; 2025Q3: 584,785 shares; 2025Q4: 600,786 shares; 2026Q1: 248,701 shares; 2026Q2: 219,808 shares 219,808 $13.4M 0.57% -28,893 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: 325,241 shares; 2024Q4: 337,256 shares; 2025Q1: 339,113 shares; 2025Q2: 399,047 shares; 2025Q3: 399,613 shares; 2025Q4: 436,605 shares; 2026Q1: 443,458 shares; 2026Q2: 508,428 shares 508,428 $12.9M 0.55% +64,970 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: 21,502 shares; 2024Q4: 42,765 shares; 2025Q1: 42,270 shares; 2025Q2: 41,287 shares; 2025Q3: 40,349 shares; 2025Q4: 39,222 shares; 2026Q1: 37,361 shares; 2026Q2: 36,872 shares 36,872 $12.6M 0.54% -489 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,563 shares; 2024Q4: 4,324 shares; 2025Q1: 4,244 shares; 2025Q2: 4,201 shares; 2025Q3: 4,134 shares; 2025Q4: 4,052 shares; 2026Q1: 4,087 shares; 2026Q2: 41,043 shares 41,043 $12.4M 0.53% +36,956 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: 296,489 shares; 2024Q4: 328,783 shares; 2025Q1: 330,765 shares; 2025Q2: 382,180 shares; 2025Q3: 384,643 shares; 2025Q4: 391,299 shares; 2026Q1: 397,905 shares; 2026Q2: 464,604 shares 464,604 $11.9M 0.51% +66,699 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,933 shares; 2025Q2: 180,031 shares; 2025Q3: 286,098 shares; 2025Q4: 350,678 shares; 2026Q1: 460,089 shares; 2026Q2: 290,849 shares 290,849 $10.8M 0.46% -169,240 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: 32,553 shares; 2024Q4: 32,401 shares; 2025Q1: 31,952 shares; 2025Q2: 31,150 shares; 2025Q3: 30,792 shares; 2025Q4: 30,376 shares; 2026Q1: 29,707 shares; 2026Q2: 28,832 shares 28,832 $10.2M 0.43% -875 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: not reported; 2025Q1: not reported; 2025Q2: 145,047 shares; 2025Q3: 1,981,503 shares; 2025Q4: 2,389,461 shares; 2026Q1: 2,624,341 shares; 2026Q2: 602,856 shares 602,856 $9.88M 0.42% -2,021,485 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311,484 shares; 2024Q4: 324,032 shares; 2025Q1: 325,445 shares; 2025Q2: 383,212 shares; 2025Q3: 382,065 shares; 2025Q4: 390,744 shares; 2026Q1: 390,183 shares; 2026Q2: 378,134 shares 378,134 $9.7M 0.41% -12,049 Timeline BSMU 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: 56,694 shares; 2024Q4: 327,128 shares; 2025Q1: 340,704 shares; 2025Q2: 117,881 shares; 2025Q3: 244,626 shares; 2025Q4: 432,344 shares; 2026Q1: 460,879 shares; 2026Q2: 405,165 shares 405,165 $8.88M 0.38% -55,714 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: 33,870 shares; 2024Q4: 31,723 shares; 2025Q1: 31,193 shares; 2025Q2: 33,146 shares; 2025Q3: 33,738 shares; 2025Q4: 34,098 shares; 2026Q1: 33,869 shares; 2026Q2: 34,221 shares 34,221 $8.69M 0.37% +352 Timeline IBDW 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: 64,692 shares; 2026Q2: 405,071 shares 405,071 $8.44M 0.36% +340,379 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: 12,520 shares; 2024Q4: 12,252 shares; 2025Q1: 12,513 shares; 2025Q2: 12,508 shares; 2025Q3: 12,246 shares; 2025Q4: 11,951 shares; 2026Q1: 11,735 shares; 2026Q2: 11,860 shares 11,860 $8.15M 0.35% +125 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,345 shares; 2024Q4: 17,380 shares; 2025Q1: 17,538 shares; 2025Q2: 17,522 shares; 2025Q3: 17,492 shares; 2025Q4: 17,104 shares; 2026Q1: 15,947 shares; 2026Q2: 15,409 shares 15,409 $7.91M 0.34% -538 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: 50,511 shares; 2025Q3: 128,922 shares; 2025Q4: 441,580 shares; 2026Q1: 479,643 shares; 2026Q2: 360,323 shares 360,323 $7.56M 0.32% -119,320 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,653 shares; 2024Q4: 8,829 shares; 2025Q1: 8,945 shares; 2025Q2: 8,942 shares; 2025Q3: 8,838 shares; 2025Q4: 8,491 shares; 2026Q1: 8,045 shares; 2026Q2: 7,906 shares 7,906 $7.4M 0.31% -139 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: 64,146 shares; 2024Q4: 60,152 shares; 2025Q1: 59,322 shares; 2025Q2: 55,612 shares; 2025Q3: 51,040 shares; 2025Q4: 50,078 shares; 2026Q1: 49,963 shares; 2026Q2: 49,200 shares 49,200 $7.3M 0.31% -763 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: 13,652 shares; 2024Q4: 13,439 shares; 2025Q1: 13,526 shares; 2025Q2: 13,713 shares; 2025Q3: 13,490 shares; 2025Q4: 13,466 shares; 2026Q1: 12,974 shares; 2026Q2: 12,657 shares 12,657 $7.13M 0.3% -317 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,671 shares; 2024Q4: 25,605 shares; 2025Q1: 24,687 shares; 2025Q2: 24,007 shares; 2025Q3: 23,734 shares; 2025Q4: 23,462 shares; 2026Q1: 23,046 shares; 2026Q2: 22,862 shares 22,862 $6.18M 0.26% -184 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: 44,211 shares; 2024Q4: 44,890 shares; 2025Q1: 45,880 shares; 2025Q2: 44,353 shares; 2025Q3: 43,958 shares; 2025Q4: 43,935 shares; 2026Q1: 43,231 shares; 2026Q2: 43,320 shares 43,320 $5.92M 0.25% +89 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: 50,909 shares; 2024Q4: 51,385 shares; 2025Q1: 50,894 shares; 2025Q2: 51,272 shares; 2025Q3: 51,736 shares; 2025Q4: 53,508 shares; 2026Q1: 50,838 shares; 2026Q2: 49,664 shares 49,664 $5.83M 0.25% -1,174 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: 5,541 shares; 2024Q4: 7,731 shares; 2025Q1: 8,368 shares; 2025Q2: 9,932 shares; 2025Q3: 10,707 shares; 2025Q4: 11,027 shares; 2026Q1: 9,886 shares; 2026Q2: 9,736 shares 9,736 $5.66M 0.24% -150 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,400 shares; 2024Q4: 55,026 shares; 2025Q1: 54,030 shares; 2025Q2: 52,841 shares; 2025Q3: 51,941 shares; 2025Q4: 49,817 shares; 2026Q1: 47,757 shares; 2026Q2: 45,864 shares 45,864 $5.65M 0.24% -1,893 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,272 shares; 2024Q4: 44,147 shares; 2025Q1: 44,247 shares; 2025Q2: 50,244 shares; 2025Q3: 50,724 shares; 2025Q4: 71,979 shares; 2026Q1: 71,717 shares; 2026Q2: 71,281 shares 71,281 $5.44M 0.23% -436 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: 40,399 shares; 2024Q4: 39,394 shares; 2025Q1: 39,494 shares; 2025Q2: 38,672 shares; 2025Q3: 38,267 shares; 2025Q4: 37,422 shares; 2026Q1: 35,416 shares; 2026Q2: 35,052 shares 35,052 $5.31M 0.23% -364 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: 15,350 shares; 2024Q4: 15,182 shares; 2025Q1: 14,999 shares; 2025Q2: 14,548 shares; 2025Q3: 14,505 shares; 2025Q4: 14,388 shares; 2026Q1: 14,976 shares; 2026Q2: 15,437 shares 15,437 $5.3M 0.23% +461 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: 9,023 shares; 2024Q4: 14,565 shares; 2025Q1: 14,402 shares; 2025Q2: 14,162 shares; 2025Q3: 13,649 shares; 2025Q4: 13,302 shares; 2026Q1: 13,516 shares; 2026Q2: 14,308 shares 14,308 $5.29M 0.23% +792 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: 23,576 shares; 2024Q4: 23,271 shares; 2025Q1: 23,091 shares; 2025Q2: 21,774 shares; 2025Q3: 20,868 shares; 2025Q4: 20,253 shares; 2026Q1: 20,027 shares; 2026Q2: 19,498 shares 19,498 $5.27M 0.22% -529 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: 50,551 shares; 2024Q4: 48,505 shares; 2025Q1: 39,127 shares; 2025Q2: 36,243 shares; 2025Q3: 34,034 shares; 2025Q4: 33,976 shares; 2026Q1: 36,319 shares; 2026Q2: 37,258 shares 37,258 $5.2M 0.22% +939 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: 38,368 shares; 2024Q4: 38,525 shares; 2025Q1: 38,983 shares; 2025Q2: 38,371 shares; 2025Q3: 37,177 shares; 2025Q4: 36,750 shares; 2026Q1: 35,000 shares; 2026Q2: 34,223 shares 34,223 $5.02M 0.21% -777 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: 11,545 shares; 2024Q4: 11,264 shares; 2025Q1: 11,230 shares; 2025Q2: 10,831 shares; 2025Q3: 10,737 shares; 2025Q4: 10,863 shares; 2026Q1: 10,747 shares; 2026Q2: 9,589 shares 9,589 $4.81M 0.2% -1,158 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,745 shares; 2024Q4: 3,414 shares; 2025Q1: 3,194 shares; 2025Q2: 3,129 shares; 2025Q3: 2,981 shares; 2025Q4: 3,177 shares; 2026Q1: 3,419 shares; 2026Q2: 3,941 shares 3,941 $4.73M 0.2% +522 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,461 shares; 2024Q4: 7,291 shares; 2025Q1: 7,232 shares; 2025Q2: 7,122 shares; 2025Q3: 7,017 shares; 2025Q4: 7,204 shares; 2026Q1: 7,171 shares; 2026Q2: 7,139 shares 7,139 $4.53M 0.19% -32 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: 55,257 shares; 2024Q4: 55,259 shares; 2025Q1: 55,222 shares; 2025Q2: 53,697 shares; 2025Q3: 53,769 shares; 2025Q4: 50,787 shares; 2026Q1: 45,751 shares; 2026Q2: 43,313 shares 43,313 $4.48M 0.19% -2,438 Timeline RWO 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: 204,596 shares; 2024Q4: 271,409 shares; 2025Q1: 299,190 shares; 2025Q2: 282,877 shares; 2025Q3: 135,634 shares; 2025Q4: 111,717 shares; 2026Q1: 88,661 shares; 2026Q2: 89,554 shares 89,554 $4.45M 0.19% +893 Timeline BSMS 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: 6,572 shares; 2024Q4: 26,596 shares; 2025Q1: 42,347 shares; 2025Q2: 60,384 shares; 2025Q3: 182,242 shares; 2025Q4: 218,048 shares; 2026Q1: 246,890 shares; 2026Q2: 189,779 shares 189,779 $4.45M 0.19% -57,111 Timeline BSMR 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: 30,121 shares; 2025Q1: 78,361 shares; 2025Q2: 78,411 shares; 2025Q3: 122,629 shares; 2025Q4: 206,566 shares; 2026Q1: 230,415 shares; 2026Q2: 178,708 shares 178,708 $4.22M 0.18% -51,707 Timeline XLB 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: 28,336 shares; 2024Q4: 28,176 shares; 2025Q1: 26,455 shares; 2025Q2: 25,208 shares; 2025Q3: 23,500 shares; 2025Q4: 57,005 shares; 2026Q1: 73,250 shares; 2026Q2: 80,034 shares 80,034 $4.07M 0.17% +6,784 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: 34,692 shares; 2024Q4: 33,758 shares; 2025Q1: 33,179 shares; 2025Q2: 31,716 shares; 2025Q3: 30,453 shares; 2025Q4: 30,533 shares; 2026Q1: 30,057 shares; 2026Q2: 29,782 shares 29,782 $4.03M 0.17% -275 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: 29,370 shares; 2024Q4: 29,177 shares; 2025Q1: 29,207 shares; 2025Q2: 26,759 shares; 2025Q3: 24,039 shares; 2025Q4: 24,180 shares; 2026Q1: 23,327 shares; 2026Q2: 23,359 shares 23,359 $3.87M 0.16% +32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 985 shares; 2026Q1: 13,753 shares; 2026Q2: 19,674 shares 19,674 $3.75M 0.16% +5,921 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.16% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 181,433 shares 181,433 $3.72M 0.16% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,474 shares; 2026Q1: 59,329 shares; 2026Q2: 56,098 shares 56,098 $3.62M 0.15% -3,231 Timeline BSMW 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: 32,817 shares; 2025Q4: 109,974 shares; 2026Q1: 115,584 shares; 2026Q2: 143,604 shares 143,604 $3.61M 0.15% +28,020 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: 4,180 shares; 2024Q4: 5,248 shares; 2025Q1: 5,255 shares; 2025Q2: 27,012 shares; 2025Q3: 26,151 shares; 2025Q4: 26,833 shares; 2026Q1: 27,578 shares; 2026Q2: 45,428 shares 45,428 $3.5M 0.15% +17,850 Timeline BSSX 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: 32,149 shares; 2025Q4: 100,753 shares; 2026Q1: 105,261 shares; 2026Q2: 133,998 shares 133,998 $3.46M 0.15% +28,737 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: 5,540 shares; 2024Q4: 5,330 shares; 2025Q1: 5,345 shares; 2025Q2: 5,309 shares; 2025Q3: 4,912 shares; 2025Q4: 5,407 shares; 2026Q1: 6,443 shares; 2026Q2: 6,790 shares 6,790 $3.4M 0.14% +347 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,486 shares; 2024Q4: 3,426 shares; 2025Q1: 3,305 shares; 2025Q2: 2,940 shares; 2025Q3: 2,650 shares; 2025Q4: 2,566 shares; 2026Q1: 2,535 shares; 2026Q2: 2,482 shares 2,482 $3.38M 0.14% -53 Timeline IBDV 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: 25,900 shares; 2026Q2: 154,851 shares 154,851 $3.38M 0.14% +128,951 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,802 shares; 2024Q4: 12,995 shares; 2025Q1: 13,141 shares; 2025Q2: 13,143 shares; 2025Q3: 13,128 shares; 2025Q4: 12,421 shares; 2026Q1: 11,034 shares; 2026Q2: 10,583 shares 10,583 $3.33M 0.14% -451 Timeline BSMY 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: 33,991 shares; 2025Q4: 105,994 shares; 2026Q1: 110,162 shares; 2026Q2: 134,061 shares 134,061 $3.3M 0.14% +23,899 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: 17,982 shares; 2024Q4: 17,962 shares; 2025Q1: 18,015 shares; 2025Q2: 17,734 shares; 2025Q3: 17,622 shares; 2025Q4: 17,627 shares; 2026Q1: 17,113 shares; 2026Q2: 16,996 shares 16,996 $3.24M 0.14% -117 Timeline BSMQ 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: 5,109 shares; 2024Q4: 28,476 shares; 2025Q1: 75,628 shares; 2025Q2: 78,182 shares; 2025Q3: 123,942 shares; 2025Q4: 204,694 shares; 2026Q1: 168,625 shares; 2026Q2: 137,043 shares 137,043 $3.23M 0.14% -31,582 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,485 shares; 2025Q3: 44,956 shares; 2025Q4: 44,967 shares; 2026Q1: 44,967 shares; 2026Q2: 45,553 shares 45,553 $3.07M 0.13% +586 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: 35,973 shares; 2024Q4: 37,086 shares; 2025Q1: 37,173 shares; 2025Q2: 38,587 shares; 2025Q3: 39,582 shares; 2025Q4: 39,768 shares; 2026Q1: 37,836 shares; 2026Q2: 37,449 shares 37,449 $3.04M 0.13% -387 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: 159,427 shares; 2024Q4: 159,412 shares; 2025Q1: 159,362 shares; 2025Q2: 140,270 shares; 2025Q3: 51,043 shares; 2025Q4: 50,742 shares; 2026Q1: 50,655 shares; 2026Q2: 49,622 shares 49,622 $3M 0.13% -1,033 Timeline CATX PERSPECTIVE THERAPEUTICS INC More: the full row for PERSPECTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,027,830 shares; 2024Q4: 1,027,830 shares; 2025Q1: 1,023,628 shares; 2025Q2: 984,200 shares; 2025Q3: 979,200 shares; 2025Q4: 938,200 shares; 2026Q1: 872,200 shares; 2026Q2: 872,200 shares 872,200 $2.97M 0.13% 0 Timeline IBMT 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: 11,021 shares; 2025Q4: 24,820 shares; 2026Q1: 44,883 shares; 2026Q2: 112,191 shares 112,191 $2.89M 0.12% +67,308 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: 9,121 shares; 2024Q4: 9,300 shares; 2025Q1: 9,518 shares; 2025Q2: 9,297 shares; 2025Q3: 8,871 shares; 2025Q4: 8,373 shares; 2026Q1: 7,354 shares; 2026Q2: 7,287 shares 7,287 $2.89M 0.12% -67 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,048 shares; 2024Q4: 11,868 shares; 2025Q1: 12,342 shares; 2025Q2: 12,318 shares; 2025Q3: 12,098 shares; 2025Q4: 11,948 shares; 2026Q1: 11,610 shares; 2026Q2: 11,679 shares 11,679 $2.88M 0.12% +69 Timeline XLRE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,585 shares; 2026Q1: 59,516 shares; 2026Q2: 64,838 shares 64,838 $2.85M 0.12% +5,322 Timeline IBDU 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: 14,430 shares; 2026Q2: 122,688 shares 122,688 $2.84M 0.12% +108,258 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,354 shares; 2026Q1: 40,597 shares; 2026Q2: 44,386 shares 44,386 $2.84M 0.12% +3,789 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: 43,142 shares; 2024Q4: 42,962 shares; 2025Q1: 42,680 shares; 2025Q2: 42,565 shares; 2025Q3: 42,609 shares; 2025Q4: 41,143 shares; 2026Q1: 35,816 shares; 2026Q2: 29,912 shares 29,912 $2.71M 0.12% -5,904 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,488 shares; 2024Q4: 29,611 shares; 2025Q1: 30,555 shares; 2025Q2: 30,294 shares; 2025Q3: 30,053 shares; 2025Q4: 30,526 shares; 2026Q1: 30,987 shares; 2026Q2: 31,396 shares 31,396 $2.68M 0.11% +409 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: 1,155 shares; 2024Q4: 1,147 shares; 2025Q1: 1,249 shares; 2025Q2: 1,467 shares; 2025Q3: 2,511 shares; 2025Q4: 2,723 shares; 2026Q1: 2,468 shares; 2026Q2: 2,510 shares 2,510 $2.67M 0.11% +42 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,127 shares; 2024Q4: 11,085 shares; 2025Q1: 10,669 shares; 2025Q2: 9,811 shares; 2025Q3: 8,848 shares; 2025Q4: 31,717 shares; 2026Q1: 52,285 shares; 2026Q2: 58,934 shares 58,934 $2.67M 0.11% +6,649 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: 15,077 shares; 2024Q4: 12,326 shares; 2025Q1: 11,440 shares; 2025Q2: 10,478 shares; 2025Q3: 9,197 shares; 2025Q4: 9,856 shares; 2026Q1: 9,414 shares; 2026Q2: 9,483 shares 9,483 $2.67M 0.11% +69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,437 shares; 2026Q2: 102,978 shares 102,978 $2.49M 0.11% +51,541 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,675 shares; 2024Q4: 11,675 shares; 2025Q1: 11,675 shares; 2025Q2: 11,675 shares; 2025Q3: 11,675 shares; 2025Q4: 10,133 shares; 2026Q1: 10,133 shares; 2026Q2: 10,133 shares 10,133 $2.46M 0.1% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,147 shares; 2024Q4: 27,164 shares; 2025Q1: 33,893 shares; 2025Q2: 34,099 shares; 2025Q3: 38,081 shares; 2025Q4: 37,324 shares; 2026Q1: 42,931 shares; 2026Q2: 42,134 shares 42,134 $2.45M 0.1% -797 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,691 shares; 2024Q4: 14,689 shares; 2025Q1: 14,050 shares; 2025Q2: 13,694 shares; 2025Q3: 13,630 shares; 2025Q4: 15,392 shares; 2026Q1: 17,160 shares; 2026Q2: 17,318 shares 17,318 $2.43M 0.1% +158 Timeline IBDX 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: 10,537 shares; 2026Q2: 92,782 shares 92,782 $2.34M 0.1% +82,245 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 723 shares; 2024Q4: 772 shares; 2025Q1: 797 shares; 2025Q2: 927 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares; 2026Q2: 1,136 shares 1,136 $2.26M 0.1% -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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,918 shares; 2025Q3: 2,706 shares; 2025Q4: 4,491 shares; 2026Q1: 5,376 shares; 2026Q2: 5,950 shares 5,950 $2.25M 0.1% +574 Timeline REET 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: 108,843 shares; 2025Q3: 93,290 shares; 2025Q4: 90,030 shares; 2026Q1: 84,877 shares; 2026Q2: 80,238 shares 80,238 $2.22M 0.09% -4,639 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: 4,912 shares; 2024Q4: 4,892 shares; 2025Q1: 5,215 shares; 2025Q2: 4,852 shares; 2025Q3: 4,787 shares; 2025Q4: 5,274 shares; 2026Q1: 5,721 shares; 2026Q2: 5,888 shares 5,888 $2.2M 0.09% +167 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,561 shares; 2024Q4: 5,418 shares; 2025Q1: 5,335 shares; 2025Q2: 5,071 shares; 2025Q3: 5,071 shares; 2025Q4: 5,155 shares; 2026Q1: 5,304 shares; 2026Q2: 5,382 shares 5,382 $2.14M 0.09% +78 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: 9,870 shares; 2024Q4: 9,868 shares; 2025Q1: 9,849 shares; 2025Q2: 11,693 shares; 2025Q3: 11,303 shares; 2025Q4: 17,250 shares; 2026Q1: 16,086 shares; 2026Q2: 14,927 shares 14,927 $2.14M 0.09% -1,159 Timeline VCRM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,307 shares 27,307 $2.09M 0.09% new 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: not reported; 2024Q4: 6,457 shares; 2025Q1: 6,457 shares; 2025Q2: 6,457 shares; 2025Q3: 6,457 shares; 2025Q4: 6,457 shares; 2026Q1: 16,878 shares; 2026Q2: 82,444 shares 82,444 $2.08M 0.09% +65,566 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,828 shares; 2024Q4: 7,049 shares; 2025Q1: 7,188 shares; 2025Q2: 7,311 shares; 2025Q3: 6,945 shares; 2025Q4: 6,600 shares; 2026Q1: 6,006 shares; 2026Q2: 5,692 shares 5,692 $2.02M 0.09% -314 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,000 shares; 2025Q4: 19,079 shares; 2026Q1: 19,079 shares; 2026Q2: 19,079 shares 19,079 $1.97M 0.08% 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; 2024Q3: 524 shares; 2024Q4: 362 shares; 2025Q1: not reported; 2025Q2: 890 shares; 2025Q3: 1,199 shares; 2025Q4: 2,590 shares; 2026Q1: 3,734 shares; 2026Q2: 4,554 shares 4,554 $1.92M 0.08% +820 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,810 shares; 2024Q4: 45,506 shares; 2025Q1: 43,485 shares; 2025Q2: 42,932 shares; 2025Q3: 42,387 shares; 2025Q4: 41,444 shares; 2026Q1: 39,218 shares; 2026Q2: 38,618 shares 38,618 $1.89M 0.08% -600 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: 9,305 shares; 2024Q4: 9,015 shares; 2025Q1: 8,890 shares; 2025Q2: 8,861 shares; 2025Q3: 8,750 shares; 2025Q4: 11,054 shares; 2026Q1: 13,817 shares; 2026Q2: 16,346 shares 16,346 $1.85M 0.08% +2,529 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: 5,173 shares; 2024Q4: 5,171 shares; 2025Q1: 5,141 shares; 2025Q2: 4,962 shares; 2025Q3: 4,962 shares; 2025Q4: 4,857 shares; 2026Q1: 4,605 shares; 2026Q2: 4,537 shares 4,537 $1.85M 0.08% -68 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,685 shares; 2024Q4: 7,623 shares; 2025Q1: 7,557 shares; 2025Q2: 7,211 shares; 2025Q3: 7,211 shares; 2025Q4: 7,061 shares; 2026Q1: 6,818 shares; 2026Q2: 6,624 shares 6,624 $1.85M 0.08% -194 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,046 shares; 2024Q4: 5,883 shares; 2025Q1: 5,733 shares; 2025Q2: 5,587 shares; 2025Q3: 5,352 shares; 2025Q4: 6,141 shares; 2026Q1: 6,730 shares; 2026Q2: 7,303 shares 7,303 $1.84M 0.08% +573 Timeline IBMR 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: 5,981 shares; 2025Q2: 44,380 shares; 2025Q3: 125,149 shares; 2025Q4: 52,032 shares; 2026Q1: 54,448 shares; 2026Q2: 72,120 shares 72,120 $1.83M 0.08% +17,672 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,649 shares; 2024Q4: 27,610 shares; 2025Q1: 27,030 shares; 2025Q2: 26,146 shares; 2025Q3: 26,036 shares; 2025Q4: 23,471 shares; 2026Q1: 21,207 shares; 2026Q2: 18,901 shares 18,901 $1.82M 0.08% -2,306 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,520 shares; 2024Q4: 22,979 shares; 2025Q1: 22,233 shares; 2025Q2: 21,364 shares; 2025Q3: 21,170 shares; 2025Q4: 14,857 shares; 2026Q1: 11,522 shares; 2026Q2: 11,121 shares 11,121 $1.82M 0.08% -401 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: 6,738 shares; 2024Q4: 6,616 shares; 2025Q1: 6,618 shares; 2025Q2: 6,618 shares; 2025Q3: 6,613 shares; 2025Q4: 6,595 shares; 2026Q1: 6,600 shares; 2026Q2: 6,600 shares 6,600 $1.8M 0.08% 0 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: 1,210 shares; 2024Q4: 1,227 shares; 2025Q1: 1,205 shares; 2025Q2: 1,303 shares; 2025Q3: 1,324 shares; 2025Q4: 1,294 shares; 2026Q1: 1,417 shares; 2026Q2: 1,489 shares 1,489 $1.75M 0.07% +72 Timeline IBMS 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: 6,768 shares; 2026Q1: 14,602 shares; 2026Q2: 67,088 shares 67,088 $1.74M 0.07% +52,486 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: 6,956 shares; 2024Q4: 7,216 shares; 2025Q1: 7,366 shares; 2025Q2: 7,710 shares; 2025Q3: 7,760 shares; 2025Q4: 7,465 shares; 2026Q1: 6,679 shares; 2026Q2: 5,969 shares 5,969 $1.69M 0.07% -710 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: 4,785 shares; 2024Q4: 4,546 shares; 2025Q1: 4,417 shares; 2025Q2: 4,501 shares; 2025Q3: 4,417 shares; 2025Q4: 4,756 shares; 2026Q1: 4,615 shares; 2026Q2: 4,725 shares 4,725 $1.69M 0.07% +110 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,354 shares; 2024Q4: 19,662 shares; 2025Q1: 20,257 shares; 2025Q2: 20,966 shares; 2025Q3: 21,267 shares; 2025Q4: 20,156 shares; 2026Q1: 18,560 shares; 2026Q2: 17,908 shares 17,908 $1.65M 0.07% -652 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: 8,869 shares; 2024Q4: 8,890 shares; 2025Q1: 9,023 shares; 2025Q2: 8,974 shares; 2025Q3: 8,932 shares; 2025Q4: 8,093 shares; 2026Q1: 7,288 shares; 2026Q2: 7,495 shares 7,495 $1.62M 0.07% +207 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,314 shares; 2026Q1: 73,660 shares; 2026Q2: 48,696 shares 48,696 $1.62M 0.07% -24,964 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,948 shares; 2024Q4: 20,693 shares; 2025Q1: 19,635 shares; 2025Q2: 19,056 shares; 2025Q3: 18,812 shares; 2025Q4: 18,302 shares; 2026Q1: 17,894 shares; 2026Q2: 17,582 shares 17,582 $1.58M 0.07% -312 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,843 shares; 2024Q4: 6,798 shares; 2025Q1: 6,787 shares; 2025Q2: 6,661 shares; 2025Q3: 6,542 shares; 2025Q4: 6,875 shares; 2026Q1: 7,402 shares; 2026Q2: 7,495 shares 7,495 $1.57M 0.07% +93 Timeline IBDR 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: 8,752 shares; 2025Q1: 8,752 shares; 2025Q2: 8,752 shares; 2025Q3: 17,015 shares; 2025Q4: 64,487 shares; 2026Q1: 64,597 shares; 2026Q2: 64,544 shares 64,544 $1.56M 0.07% -53 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: 4,055 shares; 2025Q1: 4,055 shares; 2025Q2: 4,055 shares; 2025Q3: 4,055 shares; 2025Q4: 4,055 shares; 2026Q1: 4,055 shares; 2026Q2: 31,024 shares 31,024 $1.56M 0.07% +26,969 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,624 shares; 2024Q4: 33,680 shares; 2025Q1: 32,249 shares; 2025Q2: 30,843 shares; 2025Q3: 29,738 shares; 2025Q4: 28,965 shares; 2026Q1: 28,371 shares; 2026Q2: 28,211 shares 28,211 $1.56M 0.07% -160 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: 1,046 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437 shares; 2026Q1: 1,026 shares; 2026Q2: 1,342 shares 1,342 $1.55M 0.07% +316 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,994 shares; 2024Q4: 17,726 shares; 2025Q1: 17,861 shares; 2025Q2: 17,746 shares; 2025Q3: 17,270 shares; 2025Q4: 16,704 shares; 2026Q1: 12,319 shares; 2026Q2: 9,869 shares 9,869 $1.55M 0.07% -2,450 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,217 shares; 2024Q4: 1,200 shares; 2025Q1: 1,190 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares; 2025Q4: 1,158 shares; 2026Q1: 1,158 shares; 2026Q2: 1,147 shares 1,147 $1.53M 0.07% -11 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,290 shares; 2024Q4: 19,550 shares; 2025Q1: 19,934 shares; 2025Q2: 20,878 shares; 2025Q3: 20,787 shares; 2025Q4: 22,198 shares; 2026Q1: 19,048 shares; 2026Q2: 17,382 shares 17,382 $1.53M 0.06% -1,666 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: 3,646 shares; 2024Q4: 3,646 shares; 2025Q1: 4,547 shares; 2025Q2: 6,639 shares; 2025Q3: 8,502 shares; 2025Q4: 8,804 shares; 2026Q1: 7,704 shares; 2026Q2: 7,773 shares 7,773 $1.47M 0.06% +69 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: 1,103 shares; 2024Q4: 2,050 shares; 2025Q1: 9,427 shares; 2025Q2: 9,503 shares; 2025Q3: 9,485 shares; 2025Q4: 4,874 shares; 2026Q1: 3,656 shares; 2026Q2: 3,446 shares 3,446 $1.47M 0.06% -210 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,983 shares; 2024Q4: 5,897 shares; 2025Q1: 5,963 shares; 2025Q2: 5,837 shares; 2025Q3: 5,814 shares; 2025Q4: 5,703 shares; 2026Q1: 5,679 shares; 2026Q2: 5,643 shares 5,643 $1.46M 0.06% -36 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,317 shares; 2024Q4: 11,787 shares; 2025Q1: 11,687 shares; 2025Q2: 11,149 shares; 2025Q3: 10,866 shares; 2025Q4: 10,739 shares; 2026Q1: 10,721 shares; 2026Q2: 10,593 shares 10,593 $1.43M 0.06% -128 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,679 shares; 2024Q4: 5,679 shares; 2025Q1: 5,676 shares; 2025Q2: 5,277 shares; 2025Q3: 5,033 shares; 2025Q4: 5,033 shares; 2026Q1: 4,969 shares; 2026Q2: 4,753 shares 4,753 $1.4M 0.06% -216 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,661 shares; 2024Q4: 6,622 shares; 2025Q1: 6,100 shares; 2025Q2: 6,026 shares; 2025Q3: 6,020 shares; 2025Q4: 5,971 shares; 2026Q1: 5,890 shares; 2026Q2: 5,890 shares 5,890 $1.4M 0.06% 0 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: 9,812 shares; 2024Q4: 9,189 shares; 2025Q1: 9,161 shares; 2025Q2: 8,431 shares; 2025Q3: 8,431 shares; 2025Q4: 8,809 shares; 2026Q1: 7,488 shares; 2026Q2: 7,582 shares 7,582 $1.4M 0.06% +94 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: 3,524 shares; 2024Q4: 3,524 shares; 2025Q1: 3,487 shares; 2025Q2: 3,487 shares; 2025Q3: 3,487 shares; 2025Q4: 3,694 shares; 2026Q1: 3,812 shares; 2026Q2: 3,944 shares 3,944 $1.33M 0.06% +132 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,929 shares; 2024Q4: 15,867 shares; 2025Q1: 15,887 shares; 2025Q2: 15,869 shares; 2025Q3: 16,151 shares; 2025Q4: 12,811 shares; 2026Q1: 10,690 shares; 2026Q2: 10,109 shares 10,109 $1.31M 0.06% -581 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,839 shares; 2024Q4: 14,533 shares; 2025Q1: 14,731 shares; 2025Q2: 15,403 shares; 2025Q3: 15,508 shares; 2025Q4: 14,463 shares; 2026Q1: 12,344 shares; 2026Q2: 11,027 shares 11,027 $1.3M 0.06% -1,317 Timeline XLF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,553 shares; 2026Q2: 24,012 shares 24,012 $1.29M 0.05% +5,459 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,628 shares; 2024Q4: 25,223 shares; 2025Q1: 25,469 shares; 2025Q2: 24,762 shares; 2025Q3: 24,689 shares; 2025Q4: 22,569 shares; 2026Q1: 20,766 shares; 2026Q2: 20,456 shares 20,456 $1.29M 0.05% -310 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,614 shares; 2024Q4: 48,726 shares; 2025Q1: 49,075 shares; 2025Q2: 49,403 shares; 2025Q3: 47,317 shares; 2025Q4: 34,217 shares; 2026Q1: 25,262 shares; 2026Q2: 22,171 shares 22,171 $1.28M 0.05% -3,091 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,851 shares; 2026Q1: 35,492 shares; 2026Q2: 22,623 shares 22,623 $1.27M 0.05% -12,869 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,376 shares; 2024Q4: 2,351 shares; 2025Q1: 2,203 shares; 2025Q2: 2,203 shares; 2025Q3: 2,183 shares; 2025Q4: 2,186 shares; 2026Q1: 2,176 shares; 2026Q2: 3,981 shares 3,981 $1.25M 0.05% +1,805 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: 14,418 shares; 2024Q4: 13,195 shares; 2025Q1: 13,795 shares; 2025Q2: 14,300 shares; 2025Q3: 15,960 shares; 2025Q4: 16,211 shares; 2026Q1: 15,052 shares; 2026Q2: 15,029 shares 15,029 $1.24M 0.05% -23 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,378 shares; 2026Q1: 11,107 shares; 2026Q2: 12,659 shares 12,659 $1.24M 0.05% +1,552 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,467 shares; 2024Q4: 9,400 shares; 2025Q1: 9,314 shares; 2025Q2: 9,020 shares; 2025Q3: 7,740 shares; 2025Q4: 7,564 shares; 2026Q1: 7,448 shares; 2026Q2: 7,397 shares 7,397 $1.23M 0.05% -51 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: 370 shares; 2024Q4: 366 shares; 2025Q1: 412 shares; 2025Q2: 414 shares; 2025Q3: 1,404 shares; 2025Q4: 1,442 shares; 2026Q1: 1,223 shares; 2026Q2: 1,671 shares 1,671 $1.23M 0.05% +448 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,067 shares; 2024Q4: 84,428 shares; 2025Q1: 85,776 shares; 2025Q2: 84,363 shares; 2025Q3: 79,658 shares; 2025Q4: 60,483 shares; 2026Q1: 46,971 shares; 2026Q2: 35,741 shares 35,741 $1.22M 0.05% -11,230 Timeline HTLD HEARTLAND EXPRESS INC More: the full row for HEARTLAND EXPRESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,528 shares; 2024Q4: 73,528 shares; 2025Q1: 73,528 shares; 2025Q2: 79,599 shares; 2025Q3: 79,599 shares; 2025Q4: 79,599 shares; 2026Q1: 79,599 shares; 2026Q2: 79,599 shares 79,599 $1.21M 0.05% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,764 shares; 2026Q2: 10,291 shares 10,291 $1.21M 0.05% +2,527 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: 995 shares; 2024Q4: 1,061 shares; 2025Q1: 981 shares; 2025Q2: 699 shares; 2025Q3: 699 shares; 2025Q4: 1,094 shares; 2026Q1: 1,452 shares; 2026Q2: 1,659 shares 1,659 $1.2M 0.05% +207 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,113 shares; 2024Q4: 3,113 shares; 2025Q1: 3,087 shares; 2025Q2: 2,995 shares; 2025Q3: 2,789 shares; 2025Q4: 2,751 shares; 2026Q1: 2,660 shares; 2026Q2: 2,629 shares 2,629 $1.19M 0.05% -31 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,579 shares; 2024Q4: 11,579 shares; 2025Q1: 11,579 shares; 2025Q2: 11,579 shares; 2025Q3: 11,579 shares; 2025Q4: 12,917 shares; 2026Q1: 12,659 shares; 2026Q2: 12,297 shares 12,297 $1.18M 0.05% -362 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,784 shares; 2024Q4: 5,717 shares; 2025Q1: 5,703 shares; 2025Q2: 5,619 shares; 2025Q3: 5,489 shares; 2025Q4: 5,348 shares; 2026Q1: 5,223 shares; 2026Q2: 5,173 shares 5,173 $1.16M 0.05% -50 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: 10,261 shares; 2024Q4: 10,174 shares; 2025Q1: 11,296 shares; 2025Q2: 12,589 shares; 2025Q3: 9,640 shares; 2025Q4: 9,877 shares; 2026Q1: 10,928 shares; 2026Q2: 13,960 shares 13,960 $1.16M 0.05% +3,032 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: 5,431 shares; 2024Q4: 5,235 shares; 2025Q1: 5,225 shares; 2025Q2: 5,075 shares; 2025Q3: 5,075 shares; 2025Q4: 5,510 shares; 2026Q1: 5,934 shares; 2026Q2: 6,130 shares 6,130 $1.11M 0.05% +196 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,543 shares; 2024Q4: 59,675 shares; 2025Q1: 58,776 shares; 2025Q2: 50,641 shares; 2025Q3: 49,291 shares; 2025Q4: 40,527 shares; 2026Q1: 35,403 shares; 2026Q2: 26,652 shares 26,652 $1.09M 0.05% -8,751 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,729 shares; 2026Q1: 16,898 shares; 2026Q2: 13,997 shares 13,997 $1.09M 0.05% -2,901 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 968 shares; 2024Q4: 968 shares; 2025Q1: 1,118 shares; 2025Q2: 2,347 shares; 2025Q3: 2,347 shares; 2025Q4: 2,889 shares; 2026Q1: 2,893 shares; 2026Q2: 2,866 shares 2,866 $1.08M 0.05% -27 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,957 shares; 2026Q2: 11,777 shares 11,777 $1.07M 0.05% +820 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,713 shares; 2024Q4: 10,671 shares; 2025Q1: 10,569 shares; 2025Q2: 10,358 shares; 2025Q3: 9,525 shares; 2025Q4: 10,192 shares; 2026Q1: 9,462 shares; 2026Q2: 9,317 shares 9,317 $1.06M 0.05% -145 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,015 shares; 2024Q4: 35,586 shares; 2025Q1: 36,810 shares; 2025Q2: 39,265 shares; 2025Q3: 40,111 shares; 2025Q4: 30,661 shares; 2026Q1: 24,480 shares; 2026Q2: 22,377 shares 22,377 $1.04M 0.04% -2,103 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,555 shares; 2024Q4: 8,697 shares; 2025Q1: 8,742 shares; 2025Q2: 9,328 shares; 2025Q3: 9,286 shares; 2025Q4: 8,116 shares; 2026Q1: 6,968 shares; 2026Q2: 6,567 shares 6,567 $994K 0.04% -401 Timeline BSMZ 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: 38,693 shares 38,693 $992K 0.04% new 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: 23,570 shares; 2024Q4: 22,740 shares; 2025Q1: 25,332 shares; 2025Q2: 21,542 shares; 2025Q3: 21,367 shares; 2025Q4: 21,749 shares; 2026Q1: 20,475 shares; 2026Q2: 23,328 shares 23,328 $988K 0.04% +2,853 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: 7,278 shares; 2024Q4: 7,278 shares; 2025Q1: 7,278 shares; 2025Q2: 7,178 shares; 2025Q3: 6,938 shares; 2025Q4: 6,938 shares; 2026Q1: 6,938 shares; 2026Q2: 6,885 shares 6,885 $980K 0.04% -53 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,955 shares; 2024Q4: 10,353 shares; 2025Q1: 10,589 shares; 2025Q2: 10,675 shares; 2025Q3: 10,490 shares; 2025Q4: 8,840 shares; 2026Q1: 7,154 shares; 2026Q2: 5,774 shares 5,774 $962K 0.04% -1,380 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,009 shares; 2024Q4: 8,237 shares; 2025Q1: 8,237 shares; 2025Q2: 8,237 shares; 2025Q3: 8,227 shares; 2025Q4: 8,160 shares; 2026Q1: 8,254 shares; 2026Q2: 8,156 shares 8,156 $956K 0.04% -98 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,298 shares; 2024Q4: 26,684 shares; 2025Q1: 27,918 shares; 2025Q2: 30,320 shares; 2025Q3: 31,755 shares; 2025Q4: 28,700 shares; 2026Q1: 20,139 shares; 2026Q2: 17,496 shares 17,496 $917K 0.04% -2,643 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: 5,939 shares; 2024Q4: 5,939 shares; 2025Q1: 5,939 shares; 2025Q2: 5,939 shares; 2025Q3: 5,939 shares; 2025Q4: 5,939 shares; 2026Q1: 5,939 shares; 2026Q2: 5,939 shares 5,939 $916K 0.04% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,923 shares; 2025Q2: 1,742 shares; 2025Q3: 1,076 shares; 2025Q4: 902 shares; 2026Q1: 965 shares; 2026Q2: 949 shares 949 $913K 0.04% -16 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: 5,204 shares; 2024Q4: 5,117 shares; 2025Q1: 5,117 shares; 2025Q2: 6,978 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares; 2026Q1: 1,964 shares; 2026Q2: 9,441 shares 9,441 $912K 0.04% +7,477 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,588 shares; 2026Q2: 4,902 shares 4,902 $908K 0.04% +1,314 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: 36,188 shares; 2024Q4: 35,884 shares; 2025Q1: 35,894 shares; 2025Q2: 34,143 shares; 2025Q3: 34,193 shares; 2025Q4: 24,059 shares; 2026Q1: 18,563 shares; 2026Q2: 15,545 shares 15,545 $896K 0.04% -3,018 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; 2024Q3: 10,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $869K 0.04% 0 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,644 shares; 2026Q1: 25,656 shares; 2026Q2: 28,744 shares 28,744 $862K 0.04% +3,088 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: 2,891 shares; 2024Q4: 2,883 shares; 2025Q1: 2,836 shares; 2025Q2: 2,789 shares; 2025Q3: 2,789 shares; 2025Q4: 4,373 shares; 2026Q1: 5,493 shares; 2026Q2: 6,571 shares 6,571 $844K 0.04% +1,078 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,715 shares; 2026Q2: 7,720 shares 7,720 $827K 0.04% +5 Timeline SPEM 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: 15,958 shares 15,958 $826K 0.04% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,526 shares; 2025Q1: 1,508 shares; 2025Q2: 2,245 shares; 2025Q3: 6,840 shares; 2025Q4: 7,194 shares; 2026Q1: 6,002 shares; 2026Q2: 5,888 shares 5,888 $824K 0.04% -114 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: 734 shares; 2024Q4: 732 shares; 2025Q1: 488 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 449 shares; 2026Q1: 414 shares; 2026Q2: 414 shares 414 $809K 0.03% 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; 2024Q3: 6,039 shares; 2024Q4: 6,039 shares; 2025Q1: 6,221 shares; 2025Q2: 6,039 shares; 2025Q3: 6,034 shares; 2025Q4: 7,663 shares; 2026Q1: 6,722 shares; 2026Q2: 6,364 shares 6,364 $806K 0.03% -358 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,350 shares; 2026Q2: 5,077 shares 5,077 $806K 0.03% +727 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: 16,924 shares; 2024Q4: 13,880 shares; 2025Q1: 11,607 shares; 2025Q2: 7,174 shares; 2025Q3: 4,163 shares; 2025Q4: 4,076 shares; 2026Q1: 8,455 shares; 2026Q2: 9,558 shares 9,558 $794K 0.03% +1,103 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; 2024Q3: 3,358 shares; 2024Q4: 3,358 shares; 2025Q1: 3,358 shares; 2025Q2: 3,358 shares; 2025Q3: 3,358 shares; 2025Q4: 8,131 shares; 2026Q1: 10,157 shares; 2026Q2: 10,932 shares 10,932 $789K 0.03% +775 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: 7,776 shares; 2024Q4: 7,581 shares; 2025Q1: 8,131 shares; 2025Q2: 7,594 shares; 2025Q3: 8,014 shares; 2025Q4: 9,663 shares; 2026Q1: 12,296 shares; 2026Q2: 13,777 shares 13,777 $785K 0.03% +1,481 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,479 shares; 2025Q2: 1,449 shares; 2025Q3: 1,449 shares; 2025Q4: 1,448 shares; 2026Q1: 1,443 shares; 2026Q2: 1,413 shares 1,413 $744K 0.03% -30 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,613 shares; 2026Q2: 14,553 shares 14,553 $725K 0.03% -60 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,978 shares; 2024Q4: 8,843 shares; 2025Q1: 8,425 shares; 2025Q2: 8,035 shares; 2025Q3: 8,035 shares; 2025Q4: 7,890 shares; 2026Q1: 7,362 shares; 2026Q2: 7,362 shares 7,362 $724K 0.03% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,663 shares; 2024Q4: 21,801 shares; 2025Q1: 21,222 shares; 2025Q2: 12,836 shares; 2025Q3: 9,201 shares; 2025Q4: 8,659 shares; 2026Q1: 8,644 shares; 2026Q2: 8,679 shares 8,679 $706K 0.03% +35 Timeline EFIV 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: 2,781 shares; 2024Q4: 2,644 shares; 2025Q1: 3,186 shares; 2025Q2: 4,487 shares; 2025Q3: 6,045 shares; 2025Q4: 6,086 shares; 2026Q1: 5,621 shares; 2026Q2: 9,299 shares 9,299 $678K 0.03% +3,678 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,158 shares; 2024Q4: 2,153 shares; 2025Q1: 2,147 shares; 2025Q2: 2,147 shares; 2025Q3: 2,154 shares; 2025Q4: 2,173 shares; 2026Q1: 2,062 shares; 2026Q2: 2,025 shares 2,025 $672K 0.03% -37 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,363 shares; 2024Q4: 4,570 shares; 2025Q1: 4,757 shares; 2025Q2: 5,586 shares; 2025Q3: 5,745 shares; 2025Q4: 4,619 shares; 2026Q1: 3,490 shares; 2026Q2: 3,088 shares 3,088 $667K 0.03% -402 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,693 shares 3,693 $651K 0.03% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,181 shares; 2024Q4: 45,015 shares; 2025Q1: 46,109 shares; 2025Q2: 39,055 shares; 2025Q3: 16,906 shares; 2025Q4: 16,248 shares; 2026Q1: 14,641 shares; 2026Q2: 13,022 shares 13,022 $649K 0.03% -1,619 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,192 shares; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares; 2025Q4: 3,742 shares; 2026Q1: 3,742 shares; 2026Q2: 3,742 shares 3,742 $644K 0.03% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,437 shares; 2024Q4: 17,437 shares; 2025Q1: 17,497 shares; 2025Q2: 17,070 shares; 2025Q3: 16,943 shares; 2025Q4: 16,922 shares; 2026Q1: 16,670 shares; 2026Q2: 9,062 shares 9,062 $640K 0.03% -7,608 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 597 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,118 shares; 2026Q1: 1,118 shares; 2026Q2: 1,541 shares 1,541 $640K 0.03% +423 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,322 shares 1,322 $631K 0.03% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 441 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 564 shares; 2026Q1: 494 shares; 2026Q2: 455 shares 455 $629K 0.03% -39 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,912 shares; 2024Q4: 3,900 shares; 2025Q1: 3,828 shares; 2025Q2: 3,745 shares; 2025Q3: 3,587 shares; 2025Q4: 3,582 shares; 2026Q1: 3,570 shares; 2026Q2: 3,538 shares 3,538 $628K 0.03% -32 Timeline IBMU 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: 23,716 shares 23,716 $603K 0.03% new 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: 69,875 shares; 2024Q4: 71,214 shares; 2025Q1: 70,772 shares; 2025Q2: 69,579 shares; 2025Q3: 69,320 shares; 2025Q4: 42,030 shares; 2026Q1: 29,104 shares; 2026Q2: 24,108 shares 24,108 $581K 0.02% -4,996 Timeline AVDE 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: 6,384 shares 6,384 $569K 0.02% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,577 shares; 2025Q1: 7,602 shares; 2025Q2: 4,741 shares; 2025Q3: 3,102 shares; 2025Q4: 2,102 shares; 2026Q1: 2,102 shares; 2026Q2: 2,102 shares 2,102 $569K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,597 shares; 2026Q1: 2,597 shares; 2026Q2: 2,597 shares 2,597 $566K 0.02% 0 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: 588 shares; 2026Q1: 1,087 shares; 2026Q2: 1,282 shares 1,282 $556K 0.02% +195 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: 71,416 shares; 2024Q4: 71,001 shares; 2025Q1: 70,746 shares; 2025Q2: 70,665 shares; 2025Q3: 69,194 shares; 2025Q4: 22,936 shares; 2026Q1: 22,419 shares; 2026Q2: 22,307 shares 22,307 $548K 0.02% -112 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: 259 shares; 2024Q4: 273 shares; 2025Q1: 278 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 738 shares; 2026Q1: 889 shares; 2026Q2: 1,313 shares 1,313 $546K 0.02% +424 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 24,183 shares; 2025Q4: 40,945 shares; 2026Q1: 62,285 shares; 2026Q2: 62,285 shares 62,285 $545K 0.02% 0 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: 64,021 shares; 2024Q4: 41,243 shares; 2025Q1: 39,136 shares; 2025Q2: 32,427 shares; 2025Q3: 22,811 shares; 2025Q4: 22,836 shares; 2026Q1: 22,926 shares; 2026Q2: 26,252 shares 26,252 $543K 0.02% +3,326 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,221 shares; 2026Q1: 1,221 shares; 2026Q2: 4,364 shares 4,364 $542K 0.02% +3,143 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,490 shares; 2024Q4: 7,490 shares; 2025Q1: 7,490 shares; 2025Q2: 7,490 shares; 2025Q3: 7,490 shares; 2025Q4: 8,564 shares; 2026Q1: 8,117 shares; 2026Q2: 7,490 shares 7,490 $541K 0.02% -627 Timeline IBMV 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: 20,820 shares 20,820 $529K 0.02% new 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: 1,910 shares; 2024Q4: 1,959 shares; 2025Q1: 1,957 shares; 2025Q2: 1,918 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares; 2026Q1: 1,908 shares; 2026Q2: 1,908 shares 1,908 $526K 0.02% 0 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: 1,912 shares; 2024Q4: 2,263 shares; 2025Q1: 1,977 shares; 2025Q2: 2,087 shares; 2025Q3: 2,119 shares; 2025Q4: 2,263 shares; 2026Q1: 2,263 shares; 2026Q2: 2,378 shares 2,378 $506K 0.02% +115 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,471 shares; 2024Q4: 9,471 shares; 2025Q1: 9,471 shares; 2025Q2: 9,441 shares; 2025Q3: 9,417 shares; 2025Q4: 9,417 shares; 2026Q1: 9,417 shares; 2026Q2: 9,417 shares 9,417 $506K 0.02% 0 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: not reported; 2024Q4: 2,397 shares; 2025Q1: 2,544 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,508 shares; 2026Q1: 7,838 shares; 2026Q2: 9,501 shares 9,501 $505K 0.02% +1,663 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: 667 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 969 shares; 2026Q1: 1,211 shares; 2026Q2: 1,366 shares 1,366 $495K 0.02% +155 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,333 shares; 2026Q1: 13,606 shares; 2026Q2: 13,943 shares 13,943 $492K 0.02% +337 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94 shares; 2025Q3: 474 shares; 2025Q4: 6,374 shares; 2026Q1: 5,351 shares; 2026Q2: 6,849 shares 6,849 $489K 0.02% +1,498 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,796 shares; 2024Q4: 5,796 shares; 2025Q1: 5,796 shares; 2025Q2: 5,796 shares; 2025Q3: 6,051 shares; 2025Q4: 6,184 shares; 2026Q1: 6,120 shares; 2026Q2: 6,030 shares 6,030 $484K 0.02% -90 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,391 shares; 2024Q4: 3,643 shares; 2025Q1: 3,643 shares; 2025Q2: 3,667 shares; 2025Q3: 2,667 shares; 2025Q4: 2,550 shares; 2026Q1: 2,450 shares; 2026Q2: 2,781 shares 2,781 $470K 0.02% +331 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,846 shares; 2024Q4: 4,846 shares; 2025Q1: 4,846 shares; 2025Q2: 5,086 shares; 2025Q3: 5,086 shares; 2025Q4: 5,086 shares; 2026Q1: 5,086 shares; 2026Q2: 5,086 shares 5,086 $460K 0.02% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 529 shares; 2025Q1: 662 shares; 2025Q2: 983 shares; 2025Q3: 1,137 shares; 2025Q4: 7,570 shares; 2026Q1: 5,515 shares; 2026Q2: 4,506 shares 4,506 $447K 0.02% -1,009 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,933 shares; 2025Q1: 5,879 shares; 2025Q2: 5,785 shares; 2025Q3: 5,785 shares; 2025Q4: 5,702 shares; 2026Q1: 5,702 shares; 2026Q2: 5,702 shares 5,702 $437K 0.02% 0 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: 959 shares; 2024Q4: 959 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 931 shares; 2025Q4: 932 shares; 2026Q1: 932 shares; 2026Q2: 932 shares 932 $428K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: 397 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares; 2026Q2: 377 shares 377 $427K 0.02% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,471 shares; 2024Q4: 3,471 shares; 2025Q1: 3,242 shares; 2025Q2: 3,221 shares; 2025Q3: 3,209 shares; 2025Q4: 3,209 shares; 2026Q1: 3,256 shares; 2026Q2: 3,465 shares 3,465 $426K 0.02% +209 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,519 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares 8,500 $423K 0.02% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,196 shares; 2024Q4: 2,010 shares; 2025Q1: 2,240 shares; 2025Q2: 2,281 shares; 2025Q3: 2,307 shares; 2025Q4: 2,346 shares; 2026Q1: 2,346 shares; 2026Q2: 4,216 shares 4,216 $417K 0.02% +1,870 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,013 shares; 2024Q4: 6,151 shares; 2025Q1: 6,185 shares; 2025Q2: 7,019 shares; 2025Q3: 8,083 shares; 2025Q4: 8,248 shares; 2026Q1: 8,560 shares; 2026Q2: 8,718 shares 8,718 $413K 0.02% +158 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: 717 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 787 shares; 2026Q2: 818 shares 818 $405K 0.02% +31 Timeline PBE 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: 6,211 shares; 2024Q4: 6,177 shares; 2025Q1: 5,217 shares; 2025Q2: 4,887 shares; 2025Q3: 4,647 shares; 2025Q4: 4,559 shares; 2026Q1: 4,559 shares; 2026Q2: 4,499 shares 4,499 $403K 0.02% -60 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,877 shares; 2024Q4: 16,877 shares; 2025Q1: 16,977 shares; 2025Q2: 16,893 shares; 2025Q3: 23,318 shares; 2025Q4: 14,200 shares; 2026Q1: 14,200 shares; 2026Q2: 14,200 shares 14,200 $400K 0.02% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,469 shares; 2024Q4: 7,026 shares; 2025Q1: 7,028 shares; 2025Q2: 7,028 shares; 2025Q3: 7,174 shares; 2025Q4: 7,149 shares; 2026Q1: 7,149 shares; 2026Q2: 7,147 shares 7,147 $400K 0.02% -2 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,908 shares; 2025Q3: 1,833 shares; 2025Q4: 2,010 shares; 2026Q1: 1,987 shares; 2026Q2: 1,987 shares 1,987 $399K 0.02% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,717 shares; 2024Q4: 1,839 shares; 2025Q1: 1,785 shares; 2025Q2: 1,802 shares; 2025Q3: 1,802 shares; 2025Q4: 1,802 shares; 2026Q1: 1,806 shares; 2026Q2: 1,791 shares 1,791 $395K 0.02% -15 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 603 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 1,014 shares; 2026Q2: 1,314 shares 1,314 $392K 0.02% +300 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,239 shares 1,239 $370K 0.02% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,747 shares; 2024Q4: 2,602 shares; 2025Q1: 2,577 shares; 2025Q2: 2,485 shares; 2025Q3: 2,480 shares; 2025Q4: 2,380 shares; 2026Q1: 2,375 shares; 2026Q2: 2,300 shares 2,300 $368K 0.02% -75 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: 2,304 shares; 2024Q4: 2,218 shares; 2025Q1: 2,218 shares; 2025Q2: 2,273 shares; 2025Q3: 2,273 shares; 2025Q4: 2,277 shares; 2026Q1: 2,277 shares; 2026Q2: 2,245 shares 2,245 $363K 0.02% -32 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,248 shares; 2024Q4: 14,119 shares; 2025Q1: 14,024 shares; 2025Q2: 13,869 shares; 2025Q3: 13,828 shares; 2025Q4: 13,784 shares; 2026Q1: 10,978 shares; 2026Q2: 4,093 shares 4,093 $363K 0.02% -6,885 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: 1,816 shares; 2024Q4: 1,810 shares; 2025Q1: 1,887 shares; 2025Q2: 1,887 shares; 2025Q3: 1,558 shares; 2025Q4: 1,531 shares; 2026Q1: 1,531 shares; 2026Q2: 1,531 shares 1,531 $362K 0.02% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 3,372 shares; 2025Q4: 3,814 shares; 2026Q1: 2,635 shares; 2026Q2: 2,420 shares 2,420 $354K 0.02% -215 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,970 shares; 2024Q4: 5,687 shares; 2025Q1: 5,655 shares; 2025Q2: 5,550 shares; 2025Q3: 2,682 shares; 2025Q4: 2,682 shares; 2026Q1: 2,682 shares; 2026Q2: 3,403 shares 3,403 $354K 0.02% +721 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 238 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 445 shares; 2026Q1: 435 shares; 2026Q2: 425 shares 425 $338K 0.01% -10 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: 518 shares; 2024Q4: 1,060 shares; 2025Q1: 1,121 shares; 2025Q2: 1,008 shares; 2025Q3: 997 shares; 2025Q4: 1,152 shares; 2026Q1: 399 shares; 2026Q2: 447 shares 447 $335K 0.01% +48 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,022 shares; 2024Q4: 953 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 1,073 shares; 2026Q1: 1,054 shares; 2026Q2: 1,014 shares 1,014 $334K 0.01% -40 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,080 shares; 2026Q1: 1,056 shares; 2026Q2: 971 shares 971 $334K 0.01% -85 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,434 shares; 2024Q4: 3,384 shares; 2025Q1: 3,384 shares; 2025Q2: 3,283 shares; 2025Q3: 3,193 shares; 2025Q4: 3,193 shares; 2026Q1: 3,193 shares; 2026Q2: 2,899 shares 2,899 $324K 0.01% -294 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,697 shares; 2024Q4: 4,697 shares; 2025Q1: 4,907 shares; 2025Q2: 4,399 shares; 2025Q3: 4,399 shares; 2025Q4: 5,398 shares; 2026Q1: 4,398 shares; 2026Q2: 4,398 shares 4,398 $316K 0.01% 0 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,421 shares; 2024Q4: 4,421 shares; 2025Q1: 4,421 shares; 2025Q2: 4,421 shares; 2025Q3: 4,421 shares; 2025Q4: 4,421 shares; 2026Q1: 4,421 shares; 2026Q2: 4,421 shares 4,421 $316K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 925 shares; 2026Q2: 824 shares 824 $309K 0.01% -101 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,488 shares; 2024Q4: 9,488 shares; 2025Q1: 9,488 shares; 2025Q2: 4,479 shares; 2025Q3: 4,479 shares; 2025Q4: 4,479 shares; 2026Q1: 4,479 shares; 2026Q2: 4,479 shares 4,479 $306K 0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,922 shares; 2024Q4: 7,922 shares; 2025Q1: 7,922 shares; 2025Q2: 7,922 shares; 2025Q3: 7,922 shares; 2025Q4: 7,922 shares; 2026Q1: 7,874 shares; 2026Q2: 7,874 shares 7,874 $305K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $303K 0.01% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 1,000 shares; 2026Q2: 1,000 shares 1,000 $303K 0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 226 shares; 2026Q2: 292 shares 292 $295K 0.01% +66 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 869 shares; 2026Q2: 869 shares 869 $294K 0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares; 2025Q2: 2,702 shares; 2025Q3: 2,702 shares; 2025Q4: 2,702 shares; 2026Q1: 2,702 shares; 2026Q2: 2,702 shares 2,702 $288K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,398 shares; 2024Q4: 2,161 shares; 2025Q1: 2,535 shares; 2025Q2: 2,768 shares; 2025Q3: 1,038 shares; 2025Q4: 920 shares; 2026Q1: 914 shares; 2026Q2: 909 shares 909 $285K 0.01% -5 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: 9,275 shares; 2024Q4: 14,611 shares; 2025Q1: 14,889 shares; 2025Q2: 5,614 shares; 2025Q3: 5,614 shares; 2025Q4: 5,614 shares; 2026Q1: 5,614 shares; 2026Q2: 5,614 shares 5,614 $284K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,727 shares; 2024Q4: 1,427 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,299 shares; 2025Q4: 1,294 shares; 2026Q1: 1,334 shares; 2026Q2: 1,334 shares 1,334 $283K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,076 shares; 2024Q4: 14,997 shares; 2025Q1: 15,492 shares; 2025Q2: 17,104 shares; 2025Q3: 18,831 shares; 2025Q4: 12,624 shares; 2026Q1: 7,090 shares; 2026Q2: 6,514 shares 6,514 $281K 0.01% -576 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,116 shares; 2024Q4: 9,900 shares; 2025Q1: 10,741 shares; 2025Q2: 11,136 shares; 2025Q3: 12,023 shares; 2025Q4: 12,190 shares; 2026Q1: 12,370 shares; 2026Q2: 12,446 shares 12,446 $278K 0.01% +76 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,265 shares; 2024Q4: 11,138 shares; 2025Q1: 12,196 shares; 2025Q2: 12,633 shares; 2025Q3: 13,542 shares; 2025Q4: 13,710 shares; 2026Q1: 13,868 shares; 2026Q2: 11,827 shares 11,827 $271K 0.01% -2,041 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: 262 shares; 2026Q2: 2,218 shares 2,218 $265K 0.01% +1,956 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,657 shares; 2024Q4: 9,374 shares; 2025Q1: 9,574 shares; 2025Q2: 9,504 shares; 2025Q3: 9,504 shares; 2025Q4: 9,504 shares; 2026Q1: 9,434 shares; 2026Q2: 9,345 shares 9,345 $265K 0.01% -89 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,400 shares; 2024Q4: 38,138 shares; 2025Q1: 38,733 shares; 2025Q2: 33,370 shares; 2025Q3: 10,062 shares; 2025Q4: 8,040 shares; 2026Q1: 7,905 shares; 2026Q2: 7,776 shares 7,776 $264K 0.01% -129 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,990 shares 1,990 $262K 0.01% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,349 shares; 2024Q4: 1,349 shares; 2025Q1: 1,339 shares; 2025Q2: 1,230 shares; 2025Q3: 1,153 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares; 2026Q2: 1,146 shares 1,146 $260K 0.01% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,836 shares; 2024Q4: 7,311 shares; 2025Q1: 7,311 shares; 2025Q2: 7,311 shares; 2025Q3: 7,176 shares; 2025Q4: 7,176 shares; 2026Q1: 5,841 shares; 2026Q2: 5,841 shares 5,841 $259K 0.01% 0 Timeline VOX 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: 1,398 shares 1,398 $257K 0.01% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 775 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 1,060 shares 1,060 $257K 0.01% +335 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE 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: 5,915 shares; 2025Q4: 6,204 shares; 2026Q1: 6,330 shares; 2026Q2: 6,266 shares 6,266 $255K 0.01% -64 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,254 shares; 2024Q4: 4,254 shares; 2025Q1: 4,254 shares; 2025Q2: 4,194 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares; 2026Q1: 4,044 shares; 2026Q2: 4,044 shares 4,044 $247K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,070 shares 7,070 $246K 0.01% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,675 shares 3,675 $245K 0.01% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,495 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares; 2026Q1: 1,495 shares; 2026Q2: 1,495 shares 1,495 $244K 0.01% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,859 shares 2,859 $242K 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,310 shares; 2024Q4: 3,285 shares; 2025Q1: 2,960 shares; 2025Q2: 2,855 shares; 2025Q3: 2,542 shares; 2025Q4: 2,542 shares; 2026Q1: 2,542 shares; 2026Q2: 2,507 shares 2,507 $239K 0.01% -35 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,264 shares; 2024Q4: 3,255 shares; 2025Q1: 3,557 shares; 2025Q2: 4,134 shares; 2025Q3: 4,422 shares; 2025Q4: 3,689 shares; 2026Q1: 2,808 shares; 2026Q2: 1,915 shares 1,915 $238K 0.01% -893 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 405 shares; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 321 shares; 2025Q4: 321 shares; 2026Q1: 321 shares; 2026Q2: 321 shares 321 $231K 0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,010 shares; 2024Q4: 2,010 shares; 2025Q1: 2,010 shares; 2025Q2: 2,003 shares; 2025Q3: 1,953 shares; 2025Q4: 1,953 shares; 2026Q1: 1,953 shares; 2026Q2: 1,953 shares 1,953 $231K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: 1,748 shares; 2025Q2: 1,748 shares; 2025Q3: 1,748 shares; 2025Q4: 1,909 shares; 2026Q1: 1,817 shares; 2026Q2: 1,551 shares 1,551 $212K 0.01% -266 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,954 shares; 2026Q1: 2,854 shares; 2026Q2: 2,854 shares 2,854 $212K 0.01% 0 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: 628 shares; 2024Q4: 628 shares; 2025Q1: 610 shares; 2025Q2: 633 shares; 2025Q3: 578 shares; 2025Q4: 578 shares; 2026Q1: 578 shares; 2026Q2: 415 shares 415 $211K 0.01% -163 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,368 shares; 2025Q1: 4,252 shares; 2025Q2: 4,252 shares; 2025Q3: 4,252 shares; 2025Q4: 4,174 shares; 2026Q1: 4,174 shares; 2026Q2: 4,174 shares 4,174 $211K 0.01% 0 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: 844 shares; 2026Q1: 1,519 shares; 2026Q2: 1,780 shares 1,780 $208K 0.01% +261 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 1,739 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares; 2026Q1: 1,510 shares; 2026Q2: 1,321 shares 1,321 $206K 0.01% -189 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,331 shares; 2026Q2: 1,228 shares 1,228 $201K 0.01% -103 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 945 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 933 shares; 2026Q1: 930 shares; 2026Q2: 930 shares 930 $200K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,402 shares; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,601 shares; 2026Q1: 1,854 shares; 2026Q2: 1,854 shares 1,854 $200K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,421 shares; 2024Q4: 24,370 shares; 2025Q1: 24,049 shares; 2025Q2: 23,429 shares; 2025Q3: 22,838 shares; 2025Q4: 8,012 shares; 2026Q1: 3,540 shares; 2026Q2: 2,293 shares 2,293 $197K 0.01% -1,247 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,360 shares; 2024Q4: 1,451 shares; 2025Q1: 1,412 shares; 2025Q2: 1,412 shares; 2025Q3: 1,412 shares; 2025Q4: 1,412 shares; 2026Q1: 1,412 shares; 2026Q2: 1,252 shares 1,252 $196K 0.01% -160 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,160 shares; 2024Q4: 4,182 shares; 2025Q1: 4,913 shares; 2025Q2: 5,577 shares; 2025Q3: 6,555 shares; 2025Q4: 6,694 shares; 2026Q1: 6,973 shares; 2026Q2: 7,520 shares 7,520 $188K 0.01% +547 Timeline VPU 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: 959 shares 959 $188K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,259 shares; 2026Q2: 1,119 shares 1,119 $188K 0.01% -140 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 473 shares 473 $188K 0.01% new Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES 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: 1,132 shares; 2026Q2: 1,132 shares 1,132 $187K 0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,108 shares; 2024Q4: 4,008 shares; 2025Q1: 4,007 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares; 2025Q4: 3,677 shares; 2026Q1: 3,677 shares; 2026Q2: 3,627 shares 3,627 $186K 0.01% -50 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,449 shares 1,449 $185K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,935 shares; 2024Q4: 6,052 shares; 2025Q1: 8,656 shares; 2025Q2: 4,988 shares; 2025Q3: 4,988 shares; 2025Q4: 4,988 shares; 2026Q1: 4,988 shares; 2026Q2: 4,988 shares 4,988 $184K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,075 shares 1,075 $183K 0.01% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,574 shares; 2025Q3: 3,574 shares; 2025Q4: 3,574 shares; 2026Q1: 3,574 shares; 2026Q2: 3,574 shares 3,574 $182K 0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 804 shares; 2026Q1: 804 shares; 2026Q2: 804 shares 804 $179K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,998 shares; 2024Q4: 1,958 shares; 2025Q1: 1,208 shares; 2025Q2: 1,107 shares; 2025Q3: 1,097 shares; 2025Q4: 1,010 shares; 2026Q1: 993 shares; 2026Q2: 993 shares 993 $178K 0.01% 0 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: 869 shares; 2024Q4: 869 shares; 2025Q1: 868 shares; 2025Q2: 809 shares; 2025Q3: 2,063 shares; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares; 2026Q2: 606 shares 606 $177K 0.01% -455 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $177K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,383 shares; 2024Q4: 1,383 shares; 2025Q1: 1,383 shares; 2025Q2: 1,383 shares; 2025Q3: 1,383 shares; 2025Q4: 1,383 shares; 2026Q1: 1,283 shares; 2026Q2: 1,197 shares 1,197 $175K 0.01% -86 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,165 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 795 shares; 2026Q2: 1,362 shares 1,362 $172K 0.01% +567 Timeline XJH 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: 3,252 shares; 2025Q4: 3,496 shares; 2026Q1: 3,266 shares; 2026Q2: 3,126 shares 3,126 $163K 0.01% -140 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: 4,111 shares; 2024Q4: 4,855 shares; 2025Q1: 4,911 shares; 2025Q2: 4,911 shares; 2025Q3: 1,017 shares; 2025Q4: 1,017 shares; 2026Q1: 1,039 shares; 2026Q2: 1,476 shares 1,476 $159K 0.01% +437 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: 264 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 410 shares 410 $158K 0.01% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,467 shares; 2024Q4: 6,467 shares; 2025Q1: 6,467 shares; 2025Q2: 6,467 shares; 2025Q3: 6,467 shares; 2025Q4: 6,167 shares; 2026Q1: 6,167 shares; 2026Q2: 6,167 shares 6,167 $153K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 1,377 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares; 2026Q2: 1,375 shares 1,375 $152K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,257 shares; 2024Q4: 1,257 shares; 2025Q1: 1,256 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,873 shares; 2026Q1: 1,686 shares; 2026Q2: 1,278 shares 1,278 $149K 0.01% -408 Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 904 shares; 2025Q4: 904 shares; 2026Q1: 904 shares; 2026Q2: 904 shares 904 $148K 0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,550 shares; 2025Q3: 1,596 shares; 2025Q4: 1,785 shares; 2026Q1: not reported; 2026Q2: 2,813 shares 2,813 $144K 0.01% new Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,930 shares; 2024Q4: 3,930 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,955 shares; 2026Q1: 3,930 shares; 2026Q2: 3,930 shares 3,930 $144K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,336 shares; 2024Q4: not reported; 2025Q1: 2,788 shares; 2025Q2: 6,197 shares; 2025Q3: 9,120 shares; 2025Q4: 5,525 shares; 2026Q1: 2,590 shares; 2026Q2: 1,920 shares 1,920 $141K 0.01% -670 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: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 830 shares; 2025Q4: 823 shares; 2026Q1: 823 shares; 2026Q2: 823 shares 823 $140K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,855 shares; 2024Q4: 1,841 shares; 2025Q1: 1,901 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,930 shares; 2026Q1: 1,630 shares; 2026Q2: 1,630 shares 1,630 $138K 0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 917 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 732 shares; 2026Q1: 732 shares; 2026Q2: 732 shares 732 $138K 0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,713 shares; 2024Q4: 1,713 shares; 2025Q1: 1,713 shares; 2025Q2: 1,648 shares; 2025Q3: 1,648 shares; 2025Q4: 1,648 shares; 2026Q1: 1,648 shares; 2026Q2: 1,561 shares 1,561 $137K 0.01% -87 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,016 shares; 2025Q3: 3,129 shares; 2025Q4: 3,504 shares; 2026Q1: 4,880 shares; 2026Q2: 5,256 shares 5,256 $136K 0.01% +376 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $136K 0.01% 0 Timeline AIRR 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: not reported; 2026Q1: not reported; 2026Q2: 1,008 shares 1,008 $134K 0.01% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,736 shares 1,736 $131K 0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 500 shares 500 $130K 0.01% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,876 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,693 shares; 2026Q1: 1,574 shares; 2026Q2: 1,574 shares 1,574 $130K 0.01% 0 Timeline WERN WERNER ENTERPRISES INC More: the full row for WERNER ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,870 shares; 2024Q4: 2,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,970 shares 2,970 $130K 0.01% new 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: 2,045 shares; 2024Q4: 2,078 shares; 2025Q1: 1,731 shares; 2025Q2: 1,696 shares; 2025Q3: 1,509 shares; 2025Q4: 1,249 shares; 2026Q1: 1,249 shares; 2026Q2: 1,249 shares 1,249 $128K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares; 2026Q2: 1,075 shares 1,075 $127K 0.01% 0 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,827 shares; 2025Q4: not reported; 2026Q1: 1,827 shares; 2026Q2: 1,827 shares 1,827 $127K 0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174 shares 174 $124K 0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR 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: 816 shares; 2026Q1: not reported; 2026Q2: 719 shares 719 $122K 0.01% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,254 shares 1,254 $121K 0.01% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 237 shares 237 $120K 0.01% new Timeline IBTI 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: 4,529 shares; 2025Q3: 4,971 shares; 2025Q4: 5,139 shares; 2026Q1: 5,316 shares; 2026Q2: 5,402 shares 5,402 $120K 0.01% +86 Timeline IBTK 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: 6,012 shares; 2026Q2: 6,118 shares 6,118 $120K 0.01% +106 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,501 shares; 2024Q4: 1,422 shares; 2025Q1: 1,275 shares; 2025Q2: 1,210 shares; 2025Q3: 1,190 shares; 2025Q4: not reported; 2026Q1: 912 shares; 2026Q2: 912 shares 912 $119K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,181 shares; 2024Q4: 931 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 856 shares; 2026Q1: 856 shares; 2026Q2: 856 shares 856 $119K 0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $119K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,392 shares; 2026Q2: 5,482 shares 5,482 $119K 0.01% +90 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 365 shares; 2026Q1: 373 shares; 2026Q2: 476 shares 476 $118K 0.01% +103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $118K 0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 602 shares 602 $114K <0.01% new Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,364 shares 2,364 $114K <0.01% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 494 shares 494 $111K <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: not reported; 2026Q1: 537 shares; 2026Q2: 540 shares 540 $111K <0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $111K <0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,364 shares 1,364 $110K <0.01% new 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: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,332 shares; 2025Q3: not reported; 2025Q4: 3,358 shares; 2026Q1: 1,254 shares; 2026Q2: 1,254 shares 1,254 $109K <0.01% 0 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS 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: 3,050 shares 3,050 $109K <0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 882 shares; 2025Q2: 874 shares; 2025Q3: 835 shares; 2025Q4: 815 shares; 2026Q1: 815 shares; 2026Q2: 815 shares 815 $107K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 208 shares 208 $107K <0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,558 shares; 2024Q4: 4,558 shares; 2025Q1: 4,567 shares; 2025Q2: 4,559 shares; 2025Q3: 5,339 shares; 2025Q4: 4,241 shares; 2026Q1: 3,606 shares; 2026Q2: 3,346 shares 3,346 $107K <0.01% -260 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 758 shares; 2026Q2: 700 shares 700 $107K <0.01% -58 Timeline XOEX 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: 5,445 shares; 2024Q4: 5,365 shares; 2025Q1: 6,076 shares; 2025Q2: 7,860 shares; 2025Q3: 10,460 shares; 2025Q4: 10,591 shares; 2026Q1: 9,948 shares; 2026Q2: 2,630 shares 2,630 $106K <0.01% -7,318 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: 690 shares; 2025Q2: 670 shares; 2025Q3: 655 shares; 2025Q4: 645 shares; 2026Q1: 660 shares; 2026Q2: 605 shares 605 $106K <0.01% -55 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,714 shares; 2026Q1: 5,407 shares; 2026Q2: 4,817 shares 4,817 $102K <0.01% -590 Timeline GNMA 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: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $102K <0.01% 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: 104 shares 104 $102K <0.01% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN 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: 300 shares 300 $101K <0.01% new 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: 884 shares; 2024Q4: 884 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 542 shares 542 $100K <0.01% new Timeline FIP FTAI INFRASTRUCTURE INC More: the full row for FTAI INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,233 shares; 2025Q1: 16,594 shares; 2025Q2: 16,594 shares; 2025Q3: 16,594 shares; 2025Q4: 16,594 shares; 2026Q1: 16,594 shares; 2026Q2: 16,594 shares 16,594 $77K <0.01% 0 Timeline