IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,980 shares; 2024Q4: 81,495 shares; 2025Q1: 78,464 shares; 2025Q2: 73,414 shares; 2025Q3: 73,051 shares; 2025Q4: 73,711 shares; 2026Q1: 76,581 shares; 2026Q2: 84,395 shares 84,395 $63.2M 16.49% +7,814 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372,224 shares; 2024Q4: 336,702 shares; 2025Q1: 335,931 shares; 2025Q2: 322,293 shares; 2025Q3: 309,682 shares; 2025Q4: 310,069 shares; 2026Q1: 330,634 shares; 2026Q2: 418,886 shares 418,886 $19.3M 5.04% +88,252 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: 65,249 shares; 2024Q4: 64,851 shares; 2025Q1: 64,412 shares; 2025Q2: 62,852 shares; 2025Q3: 62,760 shares; 2025Q4: 63,009 shares; 2026Q1: 62,770 shares; 2026Q2: 62,848 shares 62,848 $12.6M 3.28% +78 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: 1,309 shares; 2024Q4: 3,509 shares; 2025Q1: 7,526 shares; 2025Q2: 8,864 shares; 2025Q3: 10,540 shares; 2025Q4: 14,093 shares; 2026Q1: 14,760 shares; 2026Q2: 14,167 shares 14,167 $10.6M 2.76% -593 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,891 shares; 2024Q4: 90,990 shares; 2025Q1: 90,114 shares; 2025Q2: 91,969 shares; 2025Q3: 88,266 shares; 2025Q4: 91,145 shares; 2026Q1: 91,725 shares; 2026Q2: 88,997 shares 88,997 $9.82M 2.56% -2,728 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: 27,661 shares; 2024Q4: 27,903 shares; 2025Q1: 27,505 shares; 2025Q2: 26,854 shares; 2025Q3: 26,928 shares; 2025Q4: 27,548 shares; 2026Q1: 27,302 shares; 2026Q2: 27,405 shares 27,405 $7.93M 2.07% +103 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,221 shares; 2025Q2: 42,591 shares; 2025Q3: 50,791 shares; 2025Q4: 66,407 shares; 2026Q1: 68,478 shares; 2026Q2: 62,540 shares 62,540 $7.44M 1.94% -5,938 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,671 shares; 2024Q4: 139,545 shares; 2025Q1: 149,675 shares; 2025Q2: 149,663 shares; 2025Q3: 104,151 shares; 2025Q4: 178,343 shares; 2026Q1: 161,928 shares; 2026Q2: 151,828 shares 151,828 $7.33M 1.91% -10,100 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,315 shares; 2024Q4: 56,641 shares; 2025Q1: 40,328 shares; 2025Q2: 52,072 shares; 2025Q3: 34,703 shares; 2025Q4: 32,292 shares; 2026Q1: 56,038 shares; 2026Q2: 58,659 shares 58,659 $7.3M 1.9% +2,621 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,559 shares; 2024Q4: 53,038 shares; 2025Q1: 52,599 shares; 2025Q2: 47,416 shares; 2025Q3: 47,092 shares; 2025Q4: 47,008 shares; 2026Q1: 50,975 shares; 2026Q2: 52,739 shares 52,739 $7.25M 1.89% +1,764 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: 10,683 shares; 2024Q4: 10,637 shares; 2025Q1: 10,886 shares; 2025Q2: 10,896 shares; 2025Q3: 10,794 shares; 2025Q4: 10,738 shares; 2026Q1: 10,784 shares; 2026Q2: 10,506 shares 10,506 $7.22M 1.88% -278 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,663 shares; 2024Q4: 85,762 shares; 2025Q1: 88,362 shares; 2025Q2: 87,561 shares; 2025Q3: 105,782 shares; 2025Q4: 106,705 shares; 2026Q1: 97,023 shares; 2026Q2: 100,367 shares 100,367 $6.83M 1.78% +3,344 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,507 shares; 2024Q4: 125,836 shares; 2025Q1: 185,144 shares; 2025Q2: 196,187 shares; 2025Q3: 222,333 shares; 2025Q4: 287,218 shares; 2026Q1: 291,826 shares; 2026Q2: 284,701 shares 284,701 $6.59M 1.72% -7,125 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: 16,822 shares; 2024Q4: 16,459 shares; 2025Q1: 24,077 shares; 2025Q2: 27,018 shares; 2025Q3: 24,744 shares; 2025Q4: 33,319 shares; 2026Q1: 31,813 shares; 2026Q2: 28,564 shares 28,564 $6.49M 1.69% -3,249 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,848 shares; 2024Q4: 174,044 shares; 2025Q1: 193,927 shares; 2025Q2: 186,247 shares; 2025Q3: 203,103 shares; 2025Q4: 213,740 shares; 2026Q1: 225,684 shares; 2026Q2: 229,507 shares 229,507 $6.08M 1.59% +3,823 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,985 shares; 2024Q4: 7,187 shares; 2025Q1: 11,846 shares; 2025Q2: 14,002 shares; 2025Q3: 16,232 shares; 2025Q4: 22,217 shares; 2026Q1: 22,977 shares; 2026Q2: 26,793 shares 26,793 $5.87M 1.53% +3,816 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,993 shares; 2024Q4: 15,844 shares; 2025Q1: 24,672 shares; 2025Q2: 26,463 shares; 2025Q3: 28,134 shares; 2025Q4: 33,579 shares; 2026Q1: 33,871 shares; 2026Q2: 32,751 shares 32,751 $5.38M 1.4% -1,120 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: 8,095 shares; 2024Q4: 11,899 shares; 2025Q1: 31,285 shares; 2025Q2: 37,150 shares; 2025Q3: 44,474 shares; 2025Q4: 59,289 shares; 2026Q1: 60,584 shares; 2026Q2: 62,286 shares 62,286 $5.32M 1.39% +1,702 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: 8,573 shares; 2024Q4: 12,416 shares; 2025Q1: 20,104 shares; 2025Q2: 22,958 shares; 2025Q3: 31,030 shares; 2025Q4: 57,034 shares; 2026Q1: 63,105 shares; 2026Q2: 62,892 shares 62,892 $4.82M 1.26% -213 Timeline AVUV 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: 2,526 shares; 2025Q3: 2,371 shares; 2025Q4: 2,392 shares; 2026Q1: 2,628 shares; 2026Q2: 38,272 shares 38,272 $4.77M 1.25% +35,644 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: 31,145 shares; 2024Q4: 29,401 shares; 2025Q1: 37,818 shares; 2025Q2: 64,318 shares; 2025Q3: 70,138 shares; 2025Q4: 82,336 shares; 2026Q1: 77,149 shares; 2026Q2: 55,304 shares 55,304 $4.58M 1.2% -21,845 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: 11,006 shares; 2024Q4: 11,383 shares; 2025Q1: 11,095 shares; 2025Q2: 11,294 shares; 2025Q3: 11,325 shares; 2025Q4: 11,460 shares; 2026Q1: 11,284 shares; 2026Q2: 11,127 shares 11,127 $4.15M 1.08% -157 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,354 shares; 2024Q4: 42,435 shares; 2025Q1: 43,584 shares; 2025Q2: 43,453 shares; 2025Q3: 45,901 shares; 2025Q4: 50,786 shares; 2026Q1: 176,815 shares; 2026Q2: 173,599 shares 173,599 $3.95M 1.03% -3,216 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,466 shares; 2024Q4: 30,852 shares; 2025Q1: 25,959 shares; 2025Q2: 25,973 shares; 2025Q3: 29,171 shares; 2025Q4: 30,502 shares; 2026Q1: 34,393 shares; 2026Q2: 39,498 shares 39,498 $3.73M 0.97% +5,105 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,935 shares; 2024Q4: 8,971 shares; 2025Q1: 8,440 shares; 2025Q2: 8,711 shares; 2025Q3: 8,646 shares; 2025Q4: 9,385 shares; 2026Q1: 9,253 shares; 2026Q2: 9,446 shares 9,446 $3.38M 0.88% +193 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,408 shares; 2025Q3: 60,715 shares; 2025Q4: 65,027 shares; 2026Q1: 73,113 shares; 2026Q2: 60,588 shares 60,588 $3.19M 0.83% -12,525 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,725 shares; 2024Q4: 15,121 shares; 2025Q1: 19,229 shares; 2025Q2: 21,173 shares; 2025Q3: 24,726 shares; 2025Q4: 37,220 shares; 2026Q1: 39,373 shares; 2026Q2: 31,261 shares 31,261 $2.99M 0.78% -8,112 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: 29,672 shares; 2024Q4: 31,451 shares; 2025Q1: 30,617 shares; 2025Q2: 29,777 shares; 2025Q3: 28,226 shares; 2025Q4: 27,505 shares; 2026Q1: 28,730 shares; 2026Q2: 28,995 shares 28,995 $2.87M 0.75% +265 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,636 shares; 2024Q4: 3,504 shares; 2025Q1: 7,565 shares; 2025Q2: 9,011 shares; 2025Q3: 14,952 shares; 2025Q4: 15,009 shares; 2026Q1: 4,878 shares; 2026Q2: 7,813 shares 7,813 $2.86M 0.75% +2,935 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: 5,955 shares; 2024Q4: 6,060 shares; 2025Q1: 6,271 shares; 2025Q2: 7,357 shares; 2025Q3: 7,369 shares; 2025Q4: 7,511 shares; 2026Q1: 7,416 shares; 2026Q2: 7,550 shares 7,550 $2.85M 0.74% +134 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,807 shares; 2025Q1: 4,781 shares; 2025Q2: 5,146 shares; 2025Q3: 5,632 shares; 2025Q4: 9,023 shares; 2026Q1: 9,503 shares; 2026Q2: 8,222 shares 8,222 $2.82M 0.74% -1,281 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: 11,219 shares; 2024Q4: 11,372 shares; 2025Q1: 11,727 shares; 2025Q2: 11,292 shares; 2025Q3: 11,451 shares; 2025Q4: 11,656 shares; 2026Q1: 11,528 shares; 2026Q2: 11,701 shares 11,701 $2.79M 0.73% +173 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,636 shares; 2024Q4: 3,848 shares; 2025Q1: 16,903 shares; 2025Q2: 20,497 shares; 2025Q3: 27,930 shares; 2025Q4: 27,528 shares; 2026Q1: 31,305 shares; 2026Q2: 26,833 shares 26,833 $2.69M 0.7% -4,472 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,776 shares; 2026Q2: 52,058 shares 52,058 $2.62M 0.68% +7,282 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,538 shares 87,538 $2.46M 0.64% new Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,353 shares 60,353 $2.21M 0.58% new Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,945 shares 42,945 $2.16M 0.56% new Timeline INVESCO QQQ TR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,927 shares; 2026Q2: 2,610 shares 2,610 $1.92M 0.5% -1,317 IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,694 shares; 2024Q4: 6,654 shares; 2025Q1: 7,328 shares; 2025Q2: 5,937 shares; 2025Q3: 5,405 shares; 2025Q4: 5,334 shares; 2026Q1: 4,783 shares; 2026Q2: 4,643 shares 4,643 $1.9M 0.5% -140 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: 4,602 shares; 2025Q1: 4,612 shares; 2025Q2: 4,386 shares; 2025Q3: 4,400 shares; 2025Q4: 4,452 shares; 2026Q1: 4,321 shares; 2026Q2: 4,351 shares 4,351 $1.89M 0.49% +30 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,948 shares; 2025Q3: 60,152 shares; 2025Q4: 59,112 shares; 2026Q1: 64,472 shares; 2026Q2: 42,508 shares 42,508 $1.83M 0.48% -21,964 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,927 shares; 2024Q4: 57,295 shares; 2025Q1: 49,263 shares; 2025Q2: 71,259 shares; 2025Q3: 62,371 shares; 2025Q4: 52,506 shares; 2026Q1: 54,413 shares; 2026Q2: 23,573 shares 23,573 $1.8M 0.47% -30,840 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: 3,240 shares; 2024Q4: 3,177 shares; 2025Q1: 3,281 shares; 2025Q2: 3,162 shares; 2025Q3: 3,186 shares; 2025Q4: 3,228 shares; 2026Q1: 3,200 shares; 2026Q2: 3,133 shares 3,133 $1.76M 0.46% -67 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: 3,362 shares; 2024Q4: 3,769 shares; 2025Q1: 3,285 shares; 2025Q2: 3,784 shares; 2025Q3: 4,004 shares; 2025Q4: 4,203 shares; 2026Q1: 4,015 shares; 2026Q2: 4,124 shares 4,124 $1.73M 0.45% +109 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: 26,207 shares; 2024Q4: 24,685 shares; 2025Q1: 21,053 shares; 2025Q2: 20,488 shares; 2025Q3: 19,259 shares; 2025Q4: 18,470 shares; 2026Q1: 18,222 shares; 2026Q2: 17,932 shares 17,932 $1.73M 0.45% -290 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: 3,801 shares; 2024Q4: 4,029 shares; 2025Q1: 4,292 shares; 2025Q2: 4,361 shares; 2025Q3: 4,389 shares; 2025Q4: 4,452 shares; 2026Q1: 4,635 shares; 2026Q2: 4,869 shares 4,869 $1.72M 0.45% +234 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,682 shares; 2026Q2: 54,121 shares 54,121 $1.72M 0.45% +1,439 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,372 shares; 2024Q4: 6,290 shares; 2025Q1: 7,784 shares; 2025Q2: 7,244 shares; 2025Q3: 8,469 shares; 2025Q4: 15,232 shares; 2026Q1: 9,129 shares; 2026Q2: 9,971 shares 9,971 $1.63M 0.43% +842 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: 3,103 shares; 2024Q4: 3,081 shares; 2025Q1: 2,989 shares; 2025Q2: 2,412 shares; 2025Q3: 2,355 shares; 2025Q4: 2,427 shares; 2026Q1: 2,488 shares; 2026Q2: 2,730 shares 2,730 $1.59M 0.41% +242 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: 2,052 shares; 2024Q4: 1,985 shares; 2025Q1: 2,056 shares; 2025Q2: 2,212 shares; 2025Q3: 2,177 shares; 2025Q4: 2,208 shares; 2026Q1: 2,139 shares; 2026Q2: 2,148 shares 2,148 $1.55M 0.41% +9 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,824 shares; 2024Q4: 21,348 shares; 2025Q1: 16,656 shares; 2025Q2: 19,209 shares; 2025Q3: 19,065 shares; 2025Q4: 20,510 shares; 2026Q1: 20,014 shares; 2026Q2: 17,899 shares 17,899 $1.55M 0.4% -2,115 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,130 shares; 2025Q2: 65,130 shares; 2025Q3: 68,436 shares; 2025Q4: 68,436 shares; 2026Q1: 66,634 shares; 2026Q2: 66,634 shares 66,634 $1.53M 0.4% 0 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: 1,358 shares; 2024Q4: 1,293 shares; 2025Q1: 1,326 shares; 2025Q2: 1,256 shares; 2025Q3: 1,268 shares; 2025Q4: 1,281 shares; 2026Q1: 1,250 shares; 2026Q2: 1,255 shares 1,255 $1.51M 0.39% +5 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,283 shares; 2025Q2: 10,672 shares; 2025Q3: 8,299 shares; 2025Q4: 7,932 shares; 2026Q1: 11,286 shares; 2026Q2: 11,164 shares 11,164 $1.5M 0.39% -122 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: 51,850 shares; 2024Q4: 42,871 shares; 2025Q1: 52,524 shares; 2025Q2: 21,580 shares; 2025Q3: 21,567 shares; 2025Q4: 21,562 shares; 2026Q1: 21,550 shares; 2026Q2: 21,550 shares 21,550 $1.47M 0.38% 0 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: 5,210 shares; 2024Q4: 5,211 shares; 2025Q1: 5,224 shares; 2025Q2: 5,113 shares; 2025Q3: 5,090 shares; 2025Q4: 5,197 shares; 2026Q1: 5,202 shares; 2026Q2: 5,157 shares 5,157 $1.45M 0.38% -45 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: 7,304 shares; 2024Q4: 7,350 shares; 2025Q1: 11,730 shares; 2025Q2: 10,418 shares; 2025Q3: 16,032 shares; 2025Q4: 24,509 shares; 2026Q1: 26,724 shares; 2026Q2: 28,060 shares 28,060 $1.42M 0.37% +1,336 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: 7,814 shares; 2024Q4: 7,756 shares; 2025Q1: 7,661 shares; 2025Q2: 7,470 shares; 2025Q3: 7,198 shares; 2025Q4: 7,142 shares; 2026Q1: 6,455 shares; 2026Q2: 6,445 shares 6,445 $1.4M 0.37% -10 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: 1,581 shares; 2024Q4: 1,529 shares; 2025Q1: 1,511 shares; 2025Q2: 1,475 shares; 2025Q3: 1,494 shares; 2025Q4: 1,462 shares; 2026Q1: 1,481 shares; 2026Q2: 1,451 shares 1,451 $1.36M 0.35% -30 Timeline PHYL PGIM ETF TR More: the full row for PGIM 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: 23,491 shares; 2025Q3: 22,287 shares; 2025Q4: 22,084 shares; 2026Q1: 37,391 shares; 2026Q2: 37,612 shares 37,612 $1.31M 0.34% +221 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: 3,629 shares; 2024Q4: 3,635 shares; 2025Q1: 3,876 shares; 2025Q2: 3,879 shares; 2025Q3: 3,868 shares; 2025Q4: 3,939 shares; 2026Q1: 3,840 shares; 2026Q2: 3,897 shares 3,897 $1.28M 0.33% +57 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,791 shares; 2024Q4: 20,335 shares; 2025Q1: 21,506 shares; 2025Q2: 19,958 shares; 2025Q3: 19,157 shares; 2025Q4: 18,903 shares; 2026Q1: 33,104 shares; 2026Q2: 27,606 shares 27,606 $1.26M 0.33% -5,498 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,307 shares; 2024Q4: 3,170 shares; 2025Q1: 3,043 shares; 2025Q2: 2,952 shares; 2025Q3: 2,788 shares; 2025Q4: 2,713 shares; 2026Q1: 2,415 shares; 2026Q2: 14,362 shares 14,362 $1.24M 0.32% +11,947 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 971 shares; 2026Q1: 982 shares; 2026Q2: 1,061 shares 1,061 $1.22M 0.32% +79 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: 2,891 shares; 2024Q4: 3,284 shares; 2025Q1: 3,080 shares; 2025Q2: 3,040 shares; 2025Q3: 3,350 shares; 2025Q4: 3,063 shares; 2026Q1: 3,088 shares; 2026Q2: 3,088 shares 3,088 $1.14M 0.3% 0 Timeline DFCF 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: 58,495 shares; 2024Q4: 58,495 shares; 2025Q1: 39,477 shares; 2025Q2: 36,178 shares; 2025Q3: 34,160 shares; 2025Q4: 31,112 shares; 2026Q1: 25,307 shares; 2026Q2: 25,307 shares 25,307 $1.07M 0.28% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 965 shares; 2025Q4: 976 shares; 2026Q1: 952 shares; 2026Q2: 1,081 shares 1,081 $1.04M 0.27% +129 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: 2,594 shares; 2024Q4: 2,594 shares; 2025Q1: 1,805 shares; 2025Q2: 1,685 shares; 2025Q3: 1,555 shares; 2025Q4: 1,432 shares; 2026Q1: 1,113 shares; 2026Q2: 8,449 shares 8,449 $1.01M 0.26% +7,336 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,931 shares; 2024Q4: 5,511 shares; 2025Q1: 9,919 shares; 2025Q2: 8,340 shares; 2025Q3: 8,723 shares; 2025Q4: 10,051 shares; 2026Q1: 11,089 shares; 2026Q2: 12,560 shares 12,560 $1.01M 0.26% +1,471 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,939 shares; 2024Q4: 1,951 shares; 2025Q1: 1,966 shares; 2025Q2: 1,975 shares; 2025Q3: 1,977 shares; 2025Q4: 2,043 shares; 2026Q1: 2,012 shares; 2026Q2: 1,989 shares 1,989 $995K 0.26% -23 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: 7,910 shares; 2024Q4: 8,165 shares; 2025Q1: 8,059 shares; 2025Q2: 7,296 shares; 2025Q3: 7,048 shares; 2025Q4: 7,073 shares; 2026Q1: 7,006 shares; 2026Q2: 7,109 shares 7,109 $972K 0.25% +103 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: 8,551 shares; 2024Q4: 8,546 shares; 2025Q1: 8,359 shares; 2025Q2: 8,522 shares; 2025Q3: 8,508 shares; 2025Q4: 8,151 shares; 2026Q1: 8,087 shares; 2026Q2: 8,095 shares 8,095 $951K 0.25% +8 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,937 shares; 2024Q4: 4,837 shares; 2025Q1: 5,149 shares; 2025Q2: 5,124 shares; 2025Q3: 5,004 shares; 2025Q4: 4,793 shares; 2026Q1: 4,929 shares; 2026Q2: 5,014 shares 5,014 $943K 0.25% +85 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,833 shares; 2024Q4: 13,642 shares; 2025Q1: 13,642 shares; 2025Q2: 9,225 shares; 2025Q3: 9,225 shares; 2025Q4: 9,530 shares; 2026Q1: 9,855 shares; 2026Q2: 9,727 shares 9,727 $939K 0.24% -128 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: 5,403 shares; 2024Q4: 5,564 shares; 2025Q1: 11,435 shares; 2025Q2: 10,551 shares; 2025Q3: 11,210 shares; 2025Q4: 11,520 shares; 2026Q1: 14,053 shares; 2026Q2: 19,420 shares 19,420 $921K 0.24% +5,367 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: 24,819 shares; 2024Q4: 22,623 shares; 2025Q1: 22,159 shares; 2025Q2: 21,624 shares; 2025Q3: 21,826 shares; 2025Q4: 21,128 shares; 2026Q1: 20,717 shares; 2026Q2: 21,585 shares 21,585 $914K 0.24% +868 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: 1,658 shares; 2024Q4: 1,660 shares; 2025Q1: 1,729 shares; 2025Q2: 1,680 shares; 2025Q3: 1,638 shares; 2025Q4: 1,667 shares; 2026Q1: 1,626 shares; 2026Q2: 1,654 shares 1,654 $849K 0.22% +28 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,888 shares; 2024Q4: 12,534 shares; 2025Q1: 12,457 shares; 2025Q2: 11,197 shares; 2025Q3: 3,861 shares; 2025Q4: 3,861 shares; 2026Q1: 3,524 shares; 2026Q2: 3,350 shares 3,350 $845K 0.22% -174 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,708 shares; 2024Q4: 6,773 shares; 2025Q1: 15,365 shares; 2025Q2: 15,448 shares; 2025Q3: 7,218 shares; 2025Q4: 7,174 shares; 2026Q1: 7,344 shares; 2026Q2: 7,626 shares 7,626 $840K 0.22% +282 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,671 shares; 2025Q4: 2,775 shares; 2026Q1: 2,823 shares; 2026Q2: 2,815 shares 2,815 $839K 0.22% -8 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 16,121 shares; 2026Q2: 16,260 shares 16,260 $815K 0.21% +139 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,015 shares; 2025Q1: 20,895 shares; 2025Q2: 14,463 shares; 2025Q3: 23,422 shares; 2025Q4: 22,054 shares; 2026Q1: 8,786 shares; 2026Q2: 10,585 shares 10,585 $799K 0.21% +1,799 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: 5,468 shares; 2024Q4: 5,343 shares; 2025Q1: 5,383 shares; 2025Q2: 5,301 shares; 2025Q3: 5,335 shares; 2025Q4: 5,346 shares; 2026Q1: 5,343 shares; 2026Q2: 5,286 shares 5,286 $784K 0.2% -57 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,180 shares 8,180 $774K 0.2% new 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: 12,652 shares; 2024Q4: 12,594 shares; 2025Q1: 12,364 shares; 2025Q2: 12,162 shares; 2025Q3: 11,672 shares; 2025Q4: 11,593 shares; 2026Q1: 10,876 shares; 2026Q2: 9,994 shares 9,994 $771K 0.2% -882 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: 901 shares; 2025Q1: 877 shares; 2025Q2: 871 shares; 2025Q3: 843 shares; 2025Q4: 837 shares; 2026Q1: 801 shares; 2026Q2: 799 shares 799 $768K 0.2% -2 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,989 shares; 2024Q4: 22,773 shares; 2025Q1: 22,773 shares; 2025Q2: 22,773 shares; 2025Q3: 11,466 shares; 2025Q4: 11,466 shares; 2026Q1: 11,466 shares; 2026Q2: 11,466 shares 11,466 $739K 0.19% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,329 shares; 2024Q4: 3,282 shares; 2025Q1: 2,318 shares; 2025Q2: 1,949 shares; 2025Q3: 2,016 shares; 2025Q4: 1,887 shares; 2026Q1: 1,873 shares; 2026Q2: 1,865 shares 1,865 $735K 0.19% -8 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: 3,461 shares; 2024Q4: 3,160 shares; 2025Q1: 3,274 shares; 2025Q2: 3,257 shares; 2025Q3: 2,910 shares; 2025Q4: 2,897 shares; 2026Q1: 3,253 shares; 2026Q2: 2,875 shares 2,875 $730K 0.19% -378 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,047 shares; 2024Q4: 1,039 shares; 2025Q1: 1,076 shares; 2025Q2: 1,098 shares; 2025Q3: 1,091 shares; 2025Q4: 10,921 shares; 2026Q1: 10,872 shares; 2026Q2: 10,200 shares 10,200 $728K 0.19% -672 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,051 shares; 2024Q4: 12,495 shares; 2025Q1: 12,313 shares; 2025Q2: 12,446 shares; 2025Q3: 12,303 shares; 2025Q4: 12,232 shares; 2026Q1: 13,066 shares; 2026Q2: 13,545 shares 13,545 $720K 0.19% +479 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: 2,347 shares; 2024Q4: 2,314 shares; 2025Q1: 2,369 shares; 2025Q2: 2,339 shares; 2025Q3: 2,305 shares; 2025Q4: 2,296 shares; 2026Q1: 2,292 shares; 2026Q2: 2,274 shares 2,274 $715K 0.19% -18 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,762 shares; 2024Q4: 14,047 shares; 2025Q1: 20,967 shares; 2025Q2: 21,819 shares; 2025Q3: 25,385 shares; 2025Q4: 29,921 shares; 2026Q1: 35,868 shares; 2026Q2: 30,515 shares 30,515 $706K 0.18% -5,353 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: 45,935 shares; 2024Q4: 45,510 shares; 2025Q1: 29,108 shares; 2025Q2: 29,009 shares; 2025Q3: 26,452 shares; 2025Q4: 23,770 shares; 2026Q1: 19,526 shares; 2026Q2: 18,704 shares 18,704 $697K 0.18% -822 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: 3,123 shares; 2024Q4: 3,101 shares; 2025Q1: 3,092 shares; 2025Q2: 3,104 shares; 2025Q3: 3,067 shares; 2025Q4: 3,057 shares; 2026Q1: 3,087 shares; 2026Q2: 3,087 shares 3,087 $691K 0.18% 0 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: 2,543 shares; 2024Q4: 2,342 shares; 2025Q1: 4,205 shares; 2025Q2: 3,361 shares; 2025Q3: 3,527 shares; 2025Q4: 4,059 shares; 2026Q1: 4,055 shares; 2026Q2: 4,848 shares 4,848 $690K 0.18% +793 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $679K 0.18% 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: 3,598 shares; 2024Q4: 3,501 shares; 2025Q1: 3,522 shares; 2025Q2: 3,565 shares; 2025Q3: 3,512 shares; 2025Q4: 3,573 shares; 2026Q1: 3,449 shares; 2026Q2: 3,670 shares 3,670 $678K 0.18% +221 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,058 shares; 2024Q4: 3,051 shares; 2025Q1: 3,065 shares; 2025Q2: 3,605 shares; 2025Q3: 3,526 shares; 2025Q4: 2,969 shares; 2026Q1: 2,828 shares; 2026Q2: 2,791 shares 2,791 $678K 0.18% -37 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: 293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 222 shares; 2025Q4: 315 shares; 2026Q1: 277 shares; 2026Q2: 336 shares 336 $668K 0.17% +59 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: 1,872 shares; 2024Q4: 1,902 shares; 2025Q1: 1,877 shares; 2025Q2: 1,874 shares; 2025Q3: 1,864 shares; 2025Q4: 1,859 shares; 2026Q1: 1,854 shares; 2026Q2: 1,886 shares 1,886 $665K 0.17% +32 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: 1,743 shares; 2024Q4: 1,763 shares; 2025Q1: 1,861 shares; 2025Q2: 1,851 shares; 2025Q3: 1,822 shares; 2025Q4: 1,819 shares; 2026Q1: 1,870 shares; 2026Q2: 1,905 shares 1,905 $654K 0.17% +35 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: 27,267 shares; 2024Q4: 31,141 shares; 2025Q1: 24,749 shares; 2025Q2: 18,039 shares; 2025Q3: 22,451 shares; 2025Q4: 24,313 shares; 2026Q1: 25,287 shares; 2026Q2: 26,907 shares 26,907 $648K 0.17% +1,620 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,801 shares; 2024Q4: 6,136 shares; 2025Q1: 6,806 shares; 2025Q2: 6,774 shares; 2025Q3: 6,617 shares; 2025Q4: 6,375 shares; 2026Q1: 6,516 shares; 2026Q2: 6,756 shares 6,756 $645K 0.17% +240 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,888 shares; 2024Q4: 1,911 shares; 2025Q1: 1,835 shares; 2025Q2: 3,329 shares; 2025Q3: 3,807 shares; 2025Q4: 4,581 shares; 2026Q1: 5,226 shares; 2026Q2: 5,982 shares 5,982 $643K 0.17% +756 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: 1,306 shares; 2024Q4: 1,086 shares; 2025Q1: not reported; 2025Q2: 975 shares; 2025Q3: 1,119 shares; 2025Q4: 1,285 shares; 2026Q1: 1,298 shares; 2026Q2: 1,343 shares 1,343 $641K 0.17% +45 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,424 shares; 2024Q4: 2,406 shares; 2025Q1: 2,369 shares; 2025Q2: 2,293 shares; 2025Q3: 2,305 shares; 2025Q4: 2,319 shares; 2026Q1: 2,322 shares; 2026Q2: 2,327 shares 2,327 $633K 0.17% +5 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: 1,952 shares; 2024Q4: 1,951 shares; 2025Q1: 1,971 shares; 2025Q2: 1,965 shares; 2025Q3: 1,959 shares; 2025Q4: 1,954 shares; 2026Q1: 1,943 shares; 2026Q2: 1,973 shares 1,973 $621K 0.16% +30 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: 2,589 shares; 2024Q4: 2,589 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,063 shares; 2025Q4: 3,488 shares; 2026Q1: 3,182 shares; 2026Q2: 3,182 shares 3,182 $606K 0.16% 0 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: 5,368 shares; 2024Q4: 5,374 shares; 2025Q1: 4,916 shares; 2025Q2: 5,213 shares; 2025Q3: 5,236 shares; 2025Q4: 5,333 shares; 2026Q1: 5,327 shares; 2026Q2: 5,344 shares 5,344 $605K 0.16% +17 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,149 shares; 2024Q4: 3,149 shares; 2025Q1: 2,495 shares; 2025Q2: 2,450 shares; 2025Q3: 2,251 shares; 2025Q4: 2,160 shares; 2026Q1: 2,052 shares; 2026Q2: 2,003 shares 2,003 $602K 0.16% -49 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: 7,739 shares; 2024Q4: 8,157 shares; 2025Q1: 5,756 shares; 2025Q2: 5,756 shares; 2025Q3: 6,706 shares; 2025Q4: 5,382 shares; 2026Q1: 9,240 shares; 2026Q2: 8,084 shares 8,084 $593K 0.15% -1,156 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,034 shares; 2026Q1: 12,611 shares; 2026Q2: 22,573 shares 22,573 $583K 0.15% +9,962 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,736 shares; 2024Q4: 2,740 shares; 2025Q1: 2,745 shares; 2025Q2: 2,765 shares; 2025Q3: 2,746 shares; 2025Q4: 2,739 shares; 2026Q1: 2,743 shares; 2026Q2: 2,679 shares 2,679 $571K 0.15% -64 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,366 shares; 2024Q4: 5,698 shares; 2025Q1: 10,539 shares; 2025Q2: 6,886 shares; 2025Q3: 5,490 shares; 2025Q4: 6,200 shares; 2026Q1: 7,405 shares; 2026Q2: 8,194 shares 8,194 $569K 0.15% +789 Timeline ITA 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: 5,096 shares; 2025Q4: 5,183 shares; 2026Q1: not reported; 2026Q2: 2,312 shares 2,312 $560K 0.15% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,542 shares; 2024Q4: 1,546 shares; 2025Q1: 1,566 shares; 2025Q2: 1,533 shares; 2025Q3: 1,524 shares; 2025Q4: 1,508 shares; 2026Q1: 1,375 shares; 2026Q2: 1,364 shares 1,364 $556K 0.14% -11 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,123 shares; 2026Q2: 2,106 shares 2,106 $538K 0.14% -17 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: 1,830 shares; 2024Q4: 2,053 shares; 2025Q1: 2,129 shares; 2025Q2: 2,036 shares; 2025Q3: 2,058 shares; 2025Q4: 2,115 shares; 2026Q1: 2,053 shares; 2026Q2: 2,119 shares 2,119 $533K 0.14% +66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares; 2025Q4: 456 shares; 2026Q1: 451 shares; 2026Q2: 500 shares 500 $532K 0.14% +49 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: 6,352 shares; 2024Q4: 7,426 shares; 2025Q1: 8,008 shares; 2025Q2: 8,310 shares; 2025Q3: 8,803 shares; 2025Q4: 8,593 shares; 2026Q1: 8,353 shares; 2026Q2: 7,904 shares 7,904 $526K 0.14% -449 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,841 shares; 2025Q3: 5,020 shares; 2025Q4: 5,197 shares; 2026Q1: 5,586 shares; 2026Q2: 5,308 shares 5,308 $513K 0.13% -278 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,237 shares; 2024Q4: 3,176 shares; 2025Q1: 3,004 shares; 2025Q2: 3,069 shares; 2025Q3: 2,966 shares; 2025Q4: 2,837 shares; 2026Q1: 2,836 shares; 2026Q2: 3,250 shares 3,250 $510K 0.13% +414 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 1,680 shares 1,680 $507K 0.13% +1,509 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: 1,103 shares; 2024Q4: not reported; 2025Q1: 1,170 shares; 2025Q2: 1,185 shares; 2025Q3: 1,234 shares; 2025Q4: 1,285 shares; 2026Q1: 1,310 shares; 2026Q2: 1,315 shares 1,315 $491K 0.13% +5 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,169 shares; 2024Q4: 10,070 shares; 2025Q1: 9,461 shares; 2025Q2: 5,531 shares; 2025Q3: 5,469 shares; 2025Q4: 5,233 shares; 2026Q1: 5,221 shares; 2026Q2: 5,213 shares 5,213 $488K 0.13% -8 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,275 shares; 2024Q4: 33,350 shares; 2025Q1: 34,880 shares; 2025Q2: 35,310 shares; 2025Q3: 40,434 shares; 2025Q4: 42,792 shares; 2026Q1: 34,608 shares; 2026Q2: 9,302 shares 9,302 $487K 0.13% -25,306 Timeline DBEF 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: 9,547 shares; 2024Q4: 9,617 shares; 2025Q1: 9,510 shares; 2025Q2: 9,252 shares; 2025Q3: 8,902 shares; 2025Q4: 8,806 shares; 2026Q1: 8,894 shares; 2026Q2: 8,862 shares 8,862 $484K 0.13% -32 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: 3,125 shares; 2024Q4: 3,152 shares; 2025Q1: 3,134 shares; 2025Q2: 3,224 shares; 2025Q3: 3,232 shares; 2025Q4: 3,224 shares; 2026Q1: 3,278 shares; 2026Q2: 3,263 shares 3,263 $478K 0.12% -15 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,679 shares; 2024Q4: 35,148 shares; 2025Q1: 16,532 shares; 2025Q2: 24,201 shares; 2025Q3: 21,117 shares; 2025Q4: 16,389 shares; 2026Q1: 14,920 shares; 2026Q2: 11,379 shares 11,379 $476K 0.12% -3,541 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: 4,527 shares; 2024Q4: 4,528 shares; 2025Q1: 4,549 shares; 2025Q2: 4,568 shares; 2025Q3: 5,252 shares; 2025Q4: 5,372 shares; 2026Q1: 5,396 shares; 2026Q2: 5,401 shares 5,401 $470K 0.12% +5 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: 17,204 shares; 2024Q4: 17,387 shares; 2025Q1: 16,476 shares; 2025Q2: 16,028 shares; 2025Q3: 15,950 shares; 2025Q4: 15,348 shares; 2026Q1: 15,236 shares; 2026Q2: 14,607 shares 14,607 $467K 0.12% -629 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: 1,383 shares; 2024Q4: 1,340 shares; 2025Q1: 1,341 shares; 2025Q2: 1,344 shares; 2025Q3: 1,296 shares; 2025Q4: 1,285 shares; 2026Q1: 1,285 shares; 2026Q2: 1,281 shares 1,281 $454K 0.12% -4 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,241 shares; 2024Q4: 5,516 shares; 2025Q1: 6,019 shares; 2025Q2: 5,989 shares; 2025Q3: 5,855 shares; 2025Q4: 5,641 shares; 2026Q1: 5,766 shares; 2026Q2: 6,027 shares 6,027 $453K 0.12% +261 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: 1,198 shares; 2024Q4: 1,204 shares; 2025Q1: 1,206 shares; 2025Q2: 1,256 shares; 2025Q3: 1,223 shares; 2025Q4: 1,245 shares; 2026Q1: 1,218 shares; 2026Q2: 1,339 shares 1,339 $453K 0.12% +121 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: 1,422 shares; 2025Q3: 2,211 shares; 2025Q4: 2,235 shares; 2026Q1: 2,209 shares; 2026Q2: 2,250 shares 2,250 $451K 0.12% +41 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,238 shares; 2024Q4: 6,240 shares; 2025Q1: 6,113 shares; 2025Q2: 6,113 shares; 2025Q3: 6,113 shares; 2025Q4: 6,126 shares; 2026Q1: 6,106 shares; 2026Q2: 5,720 shares 5,720 $451K 0.12% -386 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: 14,074 shares; 2024Q4: 14,226 shares; 2025Q1: 13,576 shares; 2025Q2: 13,822 shares; 2025Q3: 12,982 shares; 2025Q4: 12,895 shares; 2026Q1: 12,515 shares; 2026Q2: 9,005 shares 9,005 $449K 0.12% -3,510 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: 2,229 shares; 2024Q4: 2,778 shares; 2025Q1: not reported; 2025Q2: 2,624 shares; 2025Q3: 2,834 shares; 2025Q4: 2,890 shares; 2026Q1: 3,758 shares; 2026Q2: 3,856 shares 3,856 $438K 0.11% +98 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: 6,427 shares; 2024Q4: 6,998 shares; 2025Q1: 7,026 shares; 2025Q2: 7,116 shares; 2025Q3: 6,987 shares; 2025Q4: 7,319 shares; 2026Q1: 7,252 shares; 2026Q2: 7,515 shares 7,515 $428K 0.11% +263 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: 6,597 shares; 2024Q4: 6,868 shares; 2025Q1: 6,773 shares; 2025Q2: 6,787 shares; 2025Q3: 7,021 shares; 2025Q4: 6,934 shares; 2026Q1: 6,869 shares; 2026Q2: 6,958 shares 6,958 $420K 0.11% +89 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 334 shares; 2025Q4: 351 shares; 2026Q1: 349 shares; 2026Q2: 354 shares 354 $416K 0.11% +5 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,023 shares; 2025Q4: 7,238 shares; 2026Q1: 8,029 shares; 2026Q2: 7,493 shares 7,493 $410K 0.11% -536 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: 5,080 shares; 2024Q4: 4,988 shares; 2025Q1: 4,730 shares; 2025Q2: 4,933 shares; 2025Q3: 4,830 shares; 2025Q4: 4,946 shares; 2026Q1: 4,920 shares; 2026Q2: 5,029 shares 5,029 $409K 0.11% +109 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: 3,148 shares; 2024Q4: 3,148 shares; 2025Q1: 2,168 shares; 2025Q2: 2,004 shares; 2025Q3: 1,831 shares; 2025Q4: 1,666 shares; 2026Q1: 1,365 shares; 2026Q2: 1,344 shares 1,344 $402K 0.1% -21 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,220 shares; 2024Q4: 6,962 shares; 2025Q1: 4,805 shares; 2025Q2: 5,796 shares; 2025Q3: 7,605 shares; 2025Q4: 7,502 shares; 2026Q1: 8,335 shares; 2026Q2: 7,585 shares 7,585 $399K 0.1% -750 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,512 shares; 2024Q4: 1,408 shares; 2025Q1: 1,218 shares; 2025Q2: 984 shares; 2025Q3: 829 shares; 2025Q4: 952 shares; 2026Q1: 777 shares; 2026Q2: 959 shares 959 $399K 0.1% +182 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 763 shares; 2024Q4: 754 shares; 2025Q1: not reported; 2025Q2: 736 shares; 2025Q3: 688 shares; 2025Q4: 1,183 shares; 2026Q1: 1,085 shares; 2026Q2: 1,078 shares 1,078 $394K 0.1% -7 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: 3,880 shares; 2024Q4: 3,883 shares; 2025Q1: 3,813 shares; 2025Q2: 3,404 shares; 2025Q3: 3,037 shares; 2025Q4: 3,039 shares; 2026Q1: 3,054 shares; 2026Q2: 3,039 shares 3,039 $384K 0.1% -15 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: 8,234 shares; 2024Q4: 8,196 shares; 2025Q1: 8,963 shares; 2025Q2: 9,535 shares; 2025Q3: 9,496 shares; 2025Q4: 9,107 shares; 2026Q1: 7,236 shares; 2026Q2: 8,670 shares 8,670 $383K 0.1% +1,434 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: 4,108 shares; 2024Q4: not reported; 2025Q1: 4,694 shares; 2025Q2: 4,377 shares; 2025Q3: 3,757 shares; 2025Q4: 3,759 shares; 2026Q1: 3,624 shares; 2026Q2: 3,687 shares 3,687 $381K 0.1% +63 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,428 shares; 2024Q4: 2,428 shares; 2025Q1: 1,676 shares; 2025Q2: 1,551 shares; 2025Q3: 1,419 shares; 2025Q4: 1,292 shares; 2026Q1: 1,058 shares; 2026Q2: 1,058 shares 1,058 $381K 0.1% 0 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: 4,576 shares; 2024Q4: 4,165 shares; 2025Q1: 3,246 shares; 2025Q2: 2,625 shares; 2025Q3: 3,020 shares; 2025Q4: 3,025 shares; 2026Q1: 2,980 shares; 2026Q2: 2,925 shares 2,925 $376K 0.1% -55 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 163 shares 163 $371K 0.1% new Timeline RTX CORPORATION RTX CORPORATION More: the full row for RTX CORPORATION 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: 1,792 shares; 2026Q2: 1,899 shares 1,899 $360K 0.09% +107 IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,246 shares; 2024Q4: 5,722 shares; 2025Q1: 5,463 shares; 2025Q2: 38,034 shares; 2025Q3: 42,606 shares; 2025Q4: 37,073 shares; 2026Q1: 44,054 shares; 2026Q2: 6,994 shares 6,994 $354K 0.09% -37,060 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,498 shares 2,498 $349K 0.09% new 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: 3,402 shares; 2024Q4: 3,791 shares; 2025Q1: 3,623 shares; 2025Q2: 2,986 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,388 shares; 2026Q2: 4,107 shares 4,107 $347K 0.09% +719 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,898 shares; 2024Q4: 5,367 shares; 2025Q1: 5,370 shares; 2025Q2: 5,581 shares; 2025Q3: 5,432 shares; 2025Q4: 5,556 shares; 2026Q1: 5,518 shares; 2026Q2: 5,523 shares 5,523 $342K 0.09% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,597 shares 13,597 $340K 0.09% new Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,933 shares; 2024Q4: 10,798 shares; 2025Q1: 10,705 shares; 2025Q2: 10,269 shares; 2025Q3: 7,268 shares; 2025Q4: 6,917 shares; 2026Q1: 6,505 shares; 2026Q2: 6,724 shares 6,724 $339K 0.09% +219 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: 1,637 shares; 2025Q4: 1,676 shares; 2026Q1: 1,744 shares; 2026Q2: 1,978 shares 1,978 $336K 0.09% +234 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 985 shares; 2024Q4: 915 shares; 2025Q1: 909 shares; 2025Q2: 912 shares; 2025Q3: 835 shares; 2025Q4: 624 shares; 2026Q1: 648 shares; 2026Q2: 644 shares 644 $334K 0.09% -4 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,584 shares; 2024Q4: 12,584 shares; 2025Q1: 12,584 shares; 2025Q2: 12,584 shares; 2025Q3: 25,863 shares; 2025Q4: 25,863 shares; 2026Q1: 24,210 shares; 2026Q2: 24,210 shares 24,210 $334K 0.09% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,353 shares; 2025Q1: not reported; 2025Q2: 4,792 shares; 2025Q3: 4,792 shares; 2025Q4: 4,757 shares; 2026Q1: 4,794 shares; 2026Q2: 4,742 shares 4,742 $332K 0.09% -52 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: 998 shares; 2024Q4: 948 shares; 2025Q1: 968 shares; 2025Q2: 1,000 shares; 2025Q3: 921 shares; 2025Q4: 924 shares; 2026Q1: 934 shares; 2026Q2: 913 shares 913 $331K 0.09% -21 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,578 shares; 2024Q4: 1,574 shares; 2025Q1: 1,575 shares; 2025Q2: 1,557 shares; 2025Q3: 1,556 shares; 2025Q4: 1,561 shares; 2026Q1: 1,556 shares; 2026Q2: 1,555 shares 1,555 $327K 0.09% -1 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: 1,982 shares; 2024Q4: 1,977 shares; 2025Q1: 1,739 shares; 2025Q2: 1,719 shares; 2025Q3: 1,649 shares; 2025Q4: 1,619 shares; 2026Q1: 1,626 shares; 2026Q2: 1,556 shares 1,556 $325K 0.08% -70 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: 2,283 shares; 2024Q4: 2,677 shares; 2025Q1: 2,560 shares; 2025Q2: 2,384 shares; 2025Q3: 2,142 shares; 2025Q4: 2,106 shares; 2026Q1: 2,273 shares; 2026Q2: 2,206 shares 2,206 $323K 0.08% -67 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,078 shares; 2025Q2: 4,898 shares; 2025Q3: 4,863 shares; 2025Q4: 4,886 shares; 2026Q1: 4,474 shares; 2026Q2: 4,276 shares 4,276 $313K 0.08% -198 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,944 shares 8,944 $311K 0.08% 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: 2,873 shares; 2024Q4: 3,028 shares; 2025Q1: 2,974 shares; 2025Q2: 3,082 shares; 2025Q3: 2,997 shares; 2025Q4: 3,012 shares; 2026Q1: 3,205 shares; 2026Q2: 3,226 shares 3,226 $311K 0.08% +21 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,623 shares; 2024Q4: 4,576 shares; 2025Q1: 4,421 shares; 2025Q2: 1,435 shares; 2025Q3: 1,409 shares; 2025Q4: 1,409 shares; 2026Q1: 1,404 shares; 2026Q2: 1,404 shares 1,404 $311K 0.08% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,063 shares; 2024Q4: 10,155 shares; 2025Q1: 10,203 shares; 2025Q2: 10,196 shares; 2025Q3: 10,151 shares; 2025Q4: 10,058 shares; 2026Q1: 10,032 shares; 2026Q2: 9,643 shares 9,643 $305K 0.08% -389 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,896 shares; 2024Q4: 5,815 shares; 2025Q1: 5,815 shares; 2025Q2: 5,815 shares; 2025Q3: 5,815 shares; 2025Q4: 5,815 shares; 2026Q1: 5,815 shares; 2026Q2: 5,815 shares 5,815 $305K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,612 shares; 2025Q3: 1,612 shares; 2025Q4: 1,612 shares; 2026Q1: 1,975 shares; 2026Q2: 1,975 shares 1,975 $305K 0.08% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,531 shares; 2024Q4: 1,508 shares; 2025Q1: 1,456 shares; 2025Q2: 1,417 shares; 2025Q3: 1,348 shares; 2025Q4: 1,302 shares; 2026Q1: 1,275 shares; 2026Q2: 1,268 shares 1,268 $301K 0.08% -7 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: 815 shares; 2024Q4: 791 shares; 2025Q1: not reported; 2025Q2: 739 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 704 shares; 2026Q2: 704 shares 704 $300K 0.08% 0 Timeline ISHARES TR 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: 6,893 shares; 2026Q2: 8,486 shares 8,486 $298K 0.08% +1,593 BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,481 shares; 2024Q4: 3,555 shares; 2025Q1: 3,932 shares; 2025Q2: 3,911 shares; 2025Q3: 3,479 shares; 2025Q4: 3,573 shares; 2026Q1: 3,474 shares; 2026Q2: 3,896 shares 3,896 $296K 0.08% +422 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: 4,716 shares; 2024Q4: 4,716 shares; 2025Q1: 4,321 shares; 2025Q2: 4,250 shares; 2025Q3: 4,104 shares; 2025Q4: 4,104 shares; 2026Q1: 4,173 shares; 2026Q2: 4,129 shares 4,129 $294K 0.08% -44 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: 2,136 shares; 2024Q4: 2,187 shares; 2025Q1: 2,355 shares; 2025Q2: 1,799 shares; 2025Q3: 1,645 shares; 2025Q4: 1,677 shares; 2026Q1: 1,712 shares; 2026Q2: 1,774 shares 1,774 $294K 0.08% +62 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,434 shares; 2024Q4: 3,460 shares; 2025Q1: 3,569 shares; 2025Q2: 4,112 shares; 2025Q3: 3,967 shares; 2025Q4: 3,566 shares; 2026Q1: 3,422 shares; 2026Q2: 3,636 shares 3,636 $293K 0.08% +214 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: 1,464 shares; 2026Q2: 1,504 shares 1,504 $285K 0.07% +40 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: 1,041 shares; 2024Q4: 1,142 shares; 2025Q1: 1,097 shares; 2025Q2: 1,041 shares; 2025Q3: 1,041 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares; 2026Q2: 3,530 shares 3,530 $284K 0.07% +2,510 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,017 shares; 2025Q3: 19,815 shares; 2025Q4: 20,488 shares; 2026Q1: 19,985 shares; 2026Q2: 19,338 shares 19,338 $276K 0.07% -647 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552 shares; 2024Q4: 1,550 shares; 2025Q1: 1,557 shares; 2025Q2: 1,534 shares; 2025Q3: 1,540 shares; 2025Q4: 1,212 shares; 2026Q1: 1,206 shares; 2026Q2: 1,190 shares 1,190 $273K 0.07% -16 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,503 shares; 2024Q4: 1,510 shares; 2025Q1: not reported; 2025Q2: 1,510 shares; 2025Q3: 1,542 shares; 2025Q4: 1,529 shares; 2026Q1: 1,505 shares; 2026Q2: 1,504 shares 1,504 $269K 0.07% -1 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 3,344 shares; 2026Q1: 3,541 shares; 2026Q2: 2,823 shares 2,823 $268K 0.07% -718 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: not reported; 2024Q4: 3,015 shares; 2025Q1: 3,229 shares; 2025Q2: 3,238 shares; 2025Q3: 3,226 shares; 2025Q4: 3,309 shares; 2026Q1: 3,249 shares; 2026Q2: 3,227 shares 3,227 $267K 0.07% -22 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: 3,266 shares; 2024Q4: 3,266 shares; 2025Q1: 2,265 shares; 2025Q2: 2,107 shares; 2025Q3: 1,935 shares; 2025Q4: 1,775 shares; 2026Q1: 1,448 shares; 2026Q2: 1,448 shares 1,448 $266K 0.07% 0 Timeline SYSB 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: 3,922 shares; 2026Q1: 3,986 shares; 2026Q2: 2,991 shares 2,991 $265K 0.07% -995 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares; 2026Q2: 1,695 shares 1,695 $265K 0.07% 0 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: 1,742 shares; 2024Q4: 1,661 shares; 2025Q1: 1,590 shares; 2025Q2: 1,588 shares; 2025Q3: 1,614 shares; 2025Q4: 1,680 shares; 2026Q1: 1,951 shares; 2026Q2: 2,205 shares 2,205 $259K 0.07% +254 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: 4,707 shares; 2024Q4: 4,638 shares; 2025Q1: 4,725 shares; 2025Q2: 4,721 shares; 2025Q3: 4,573 shares; 2025Q4: 4,612 shares; 2026Q1: 4,622 shares; 2026Q2: 2,949 shares 2,949 $259K 0.07% -1,673 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,050 shares; 2025Q4: 1,884 shares; 2026Q1: 1,837 shares; 2026Q2: 1,840 shares 1,840 $258K 0.07% +3 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,322 shares; 2024Q4: 3,749 shares; 2025Q1: 3,748 shares; 2025Q2: 3,748 shares; 2025Q3: 3,571 shares; 2025Q4: 3,433 shares; 2026Q1: 3,433 shares; 2026Q2: 3,416 shares 3,416 $256K 0.07% -17 Timeline IPAC 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: 3,050 shares; 2025Q3: 2,979 shares; 2025Q4: 2,918 shares; 2026Q1: 2,980 shares; 2026Q2: 3,109 shares 3,109 $255K 0.07% +129 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,425 shares 8,425 $254K 0.07% new 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: 247 shares; 2026Q1: 247 shares; 2026Q2: 249 shares 249 $244K 0.06% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 809 shares 809 $241K 0.06% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,437 shares; 2026Q2: 9,188 shares 9,188 $241K 0.06% -249 Timeline POWL POWELL INDS INC More: the full row for POWELL 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: 837 shares 837 $240K 0.06% new Timeline JNK 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: 3,728 shares; 2024Q4: 3,615 shares; 2025Q1: 2,864 shares; 2025Q2: 2,875 shares; 2025Q3: 2,648 shares; 2025Q4: 2,445 shares; 2026Q1: 2,659 shares; 2026Q2: 2,485 shares 2,485 $239K 0.06% -174 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 767 shares; 2024Q4: 759 shares; 2025Q1: 723 shares; 2025Q2: 726 shares; 2025Q3: 715 shares; 2025Q4: 746 shares; 2026Q1: 721 shares; 2026Q2: 700 shares 700 $239K 0.06% -21 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,198 shares; 2026Q2: 5,198 shares 5,198 $238K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 172 shares 172 $238K 0.06% new 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: 977 shares; 2024Q4: 1,000 shares; 2025Q1: 1,013 shares; 2025Q2: 969 shares; 2025Q3: 944 shares; 2025Q4: 961 shares; 2026Q1: 941 shares; 2026Q2: 872 shares 872 $236K 0.06% -69 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: 3,962 shares; 2024Q4: 3,962 shares; 2025Q1: 2,805 shares; 2025Q2: 2,616 shares; 2025Q3: 2,416 shares; 2025Q4: 2,226 shares; 2026Q1: 1,782 shares; 2026Q2: 1,782 shares 1,782 $235K 0.06% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 590 shares 590 $234K 0.06% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,473 shares 1,473 $233K 0.06% new 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: 1,493 shares; 2024Q4: 1,478 shares; 2025Q1: 1,378 shares; 2025Q2: 1,343 shares; 2025Q3: 1,315 shares; 2025Q4: 1,290 shares; 2026Q1: 1,287 shares; 2026Q2: 1,046 shares 1,046 $231K 0.06% -241 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA 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: 1,480 shares 1,480 $230K 0.06% new 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: 1,273 shares 1,273 $224K 0.06% new Timeline DFEM 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: 18,211 shares; 2024Q4: 16,979 shares; 2025Q1: 8,514 shares; 2025Q2: 8,514 shares; 2025Q3: 7,218 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,511 shares 5,511 $224K 0.06% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,871 shares; 2024Q4: 1,789 shares; 2025Q1: 1,513 shares; 2025Q2: 1,369 shares; 2025Q3: not reported; 2025Q4: 1,112 shares; 2026Q1: not reported; 2026Q2: 1,795 shares 1,795 $223K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,460 shares; 2025Q4: 1,455 shares; 2026Q1: 1,547 shares; 2026Q2: 1,450 shares 1,450 $220K 0.06% -97 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,150 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,211 shares; 2026Q2: 1,214 shares 1,214 $220K 0.06% +3 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 879 shares 879 $216K 0.06% new Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,505 shares 3,505 $214K 0.06% new 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: 526 shares; 2024Q4: 532 shares; 2025Q1: 578 shares; 2025Q2: 569 shares; 2025Q3: 551 shares; 2025Q4: 561 shares; 2026Q1: 545 shares; 2026Q2: 528 shares 528 $210K 0.05% -17 Timeline PII POLARIS INC More: the full row for POLARIS 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: 3,068 shares 3,068 $210K 0.05% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,708 shares 2,708 $207K 0.05% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 315 shares 315 $201K 0.05% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,450 shares 22,450 $173K 0.05% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR 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: 10,842 shares; 2026Q2: 10,481 shares 10,481 $172K 0.04% -361 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,147 shares; 2024Q4: 39,147 shares; 2025Q1: 41,119 shares; 2025Q2: 10,657 shares; 2025Q3: 10,657 shares; 2025Q4: 10,657 shares; 2026Q1: 10,657 shares; 2026Q2: 10,657 shares 10,657 $62.1K 0.02% 0 Timeline