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: 3,055,187 shares; 2024Q4: 3,168,271 shares; 2025Q1: 3,290,013 shares; 2025Q2: 3,389,273 shares; 2025Q3: 3,451,406 shares; 2025Q4: 3,726,135 shares; 2026Q1: 4,046,394 shares; 2026Q2: 4,515,601 shares 4,515,601 $200M 9.99% +469,207 Timeline DFAX 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: 3,781,925 shares; 2024Q4: 3,795,593 shares; 2025Q1: 3,817,600 shares; 2025Q2: 3,792,745 shares; 2025Q3: 3,770,416 shares; 2025Q4: 3,789,938 shares; 2026Q1: 3,737,287 shares; 2026Q2: 3,743,466 shares 3,743,466 $138M 6.88% +6,179 Timeline DFUS 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: 1,404,656 shares; 2024Q4: 1,401,173 shares; 2025Q1: 1,387,839 shares; 2025Q2: 1,411,720 shares; 2025Q3: 1,404,306 shares; 2025Q4: 1,392,318 shares; 2026Q1: 1,357,480 shares; 2026Q2: 1,333,612 shares 1,333,612 $109M 5.45% -23,868 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,246 shares; 2024Q4: 215,164 shares; 2025Q1: 207,639 shares; 2025Q2: 206,774 shares; 2025Q3: 202,607 shares; 2025Q4: 202,434 shares; 2026Q1: 199,371 shares; 2026Q2: 196,255 shares 196,255 $80.4M 4.01% -3,116 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: 565,294 shares; 2024Q4: 563,712 shares; 2025Q1: 586,372 shares; 2025Q2: 594,977 shares; 2025Q3: 613,711 shares; 2025Q4: 663,243 shares; 2026Q1: 700,628 shares; 2026Q2: 741,875 shares 741,875 $73.4M 3.66% +41,247 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: 69,825 shares; 2024Q4: 71,678 shares; 2025Q1: 76,093 shares; 2025Q2: 77,357 shares; 2025Q3: 75,605 shares; 2025Q4: 82,180 shares; 2026Q1: 88,570 shares; 2026Q2: 92,723 shares 92,723 $69.4M 3.46% +4,153 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: 688,561 shares; 2024Q4: 698,601 shares; 2025Q1: 698,268 shares; 2025Q2: 695,131 shares; 2025Q3: 695,193 shares; 2025Q4: 710,578 shares; 2026Q1: 713,381 shares; 2026Q2: 724,208 shares 724,208 $55.8M 2.78% +10,827 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: 107,547 shares; 2024Q4: 106,534 shares; 2025Q1: 105,880 shares; 2025Q2: 105,188 shares; 2025Q3: 104,300 shares; 2025Q4: 106,227 shares; 2026Q1: 104,445 shares; 2026Q2: 103,121 shares 103,121 $51.6M 2.57% -1,324 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: 297,771 shares; 2024Q4: 307,050 shares; 2025Q1: 309,818 shares; 2025Q2: 305,271 shares; 2025Q3: 301,457 shares; 2025Q4: 318,455 shares; 2026Q1: 318,649 shares; 2026Q2: 315,972 shares 315,972 $46.9M 2.34% -2,677 Timeline DFAI 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: 1,006,310 shares; 2024Q4: 1,032,249 shares; 2025Q1: 1,034,561 shares; 2025Q2: 1,008,980 shares; 2025Q3: 1,000,974 shares; 2025Q4: 1,012,577 shares; 2026Q1: 1,013,438 shares; 2026Q2: 1,067,709 shares 1,067,709 $44M 2.2% +54,271 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: 465,389 shares; 2024Q4: 495,989 shares; 2025Q1: 499,700 shares; 2025Q2: 383,282 shares; 2025Q3: 375,677 shares; 2025Q4: 381,852 shares; 2026Q1: 385,993 shares; 2026Q2: 387,660 shares 387,660 $41.7M 2.08% +1,667 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: 796,682 shares; 2024Q4: 783,483 shares; 2025Q1: 797,763 shares; 2025Q2: 814,027 shares; 2025Q3: 771,072 shares; 2025Q4: 789,163 shares; 2026Q1: 811,204 shares; 2026Q2: 823,707 shares 823,707 $41.7M 2.08% +12,503 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: 88,023 shares; 2024Q4: 90,911 shares; 2025Q1: 94,488 shares; 2025Q2: 89,833 shares; 2025Q3: 87,519 shares; 2025Q4: 80,521 shares; 2026Q1: 78,355 shares; 2026Q2: 308,513 shares 308,513 $38.3M 1.91% +230,158 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: 453,579 shares; 2024Q4: 446,996 shares; 2025Q1: 465,659 shares; 2025Q2: 485,960 shares; 2025Q3: 490,932 shares; 2025Q4: 513,808 shares; 2026Q1: 509,610 shares; 2026Q2: 508,227 shares 508,227 $36.2M 1.81% -1,383 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: 306,572 shares; 2024Q4: 313,099 shares; 2025Q1: 316,032 shares; 2025Q2: 324,150 shares; 2025Q3: 328,133 shares; 2025Q4: 331,125 shares; 2026Q1: 344,211 shares; 2026Q2: 342,642 shares 342,642 $33.1M 1.65% -1,569 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: 133,322 shares; 2024Q4: 132,779 shares; 2025Q1: 130,444 shares; 2025Q2: 129,631 shares; 2025Q3: 127,409 shares; 2025Q4: 122,662 shares; 2026Q1: 130,730 shares; 2026Q2: 124,892 shares 124,892 $28.4M 1.41% -5,838 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: 140,049 shares; 2024Q4: 137,214 shares; 2025Q1: 121,821 shares; 2025Q2: 115,223 shares; 2025Q3: 114,826 shares; 2025Q4: 100,006 shares; 2026Q1: 99,225 shares; 2026Q2: 97,671 shares 97,671 $28.3M 1.41% -1,554 Timeline DFAE 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: 682,074 shares; 2024Q4: 673,699 shares; 2025Q1: 675,808 shares; 2025Q2: 670,251 shares; 2025Q3: 667,411 shares; 2025Q4: 672,473 shares; 2026Q1: 671,726 shares; 2026Q2: 692,698 shares 692,698 $27.9M 1.39% +20,972 Timeline DFAU 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: 339,694 shares; 2024Q4: 332,403 shares; 2025Q1: 344,331 shares; 2025Q2: 414,266 shares; 2025Q3: 457,644 shares; 2025Q4: 470,728 shares; 2026Q1: 486,035 shares; 2026Q2: 498,319 shares 498,319 $25.8M 1.28% +12,284 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: 284,094 shares; 2024Q4: 286,679 shares; 2025Q1: 298,918 shares; 2025Q2: 299,338 shares; 2025Q3: 322,562 shares; 2025Q4: 323,823 shares; 2026Q1: 322,818 shares; 2026Q2: 308,991 shares 308,991 $25.6M 1.28% -13,827 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: 10,029 shares; 2024Q4: 32,739 shares; 2025Q1: 71,893 shares; 2025Q2: 211,385 shares; 2025Q3: 230,051 shares; 2025Q4: 439,934 shares; 2026Q1: 503,716 shares; 2026Q2: 680,153 shares 680,153 $25.3M 1.26% +176,437 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: 245,411 shares; 2024Q4: 253,320 shares; 2025Q1: 252,275 shares; 2025Q2: 258,269 shares; 2025Q3: 260,328 shares; 2025Q4: 260,434 shares; 2026Q1: 265,985 shares; 2026Q2: 268,922 shares 268,922 $19.7M 0.98% +2,937 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: 176,069 shares; 2024Q4: 161,030 shares; 2025Q1: 151,593 shares; 2025Q2: 144,551 shares; 2025Q3: 147,385 shares; 2025Q4: 138,702 shares; 2026Q1: 141,475 shares; 2026Q2: 136,636 shares 136,636 $18.8M 0.94% -4,839 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: 49,911 shares; 2024Q4: 54,289 shares; 2025Q1: 50,465 shares; 2025Q2: 50,345 shares; 2025Q3: 49,974 shares; 2025Q4: 48,848 shares; 2026Q1: 48,812 shares; 2026Q2: 48,941 shares 48,941 $18.1M 0.9% +129 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: 260,412 shares; 2024Q4: 269,776 shares; 2025Q1: 291,172 shares; 2025Q2: 292,252 shares; 2025Q3: 319,797 shares; 2025Q4: 321,825 shares; 2026Q1: 329,687 shares; 2026Q2: 337,387 shares 337,387 $17.1M 0.85% +7,700 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: 228,623 shares; 2024Q4: 227,960 shares; 2025Q1: 240,765 shares; 2025Q2: 250,180 shares; 2025Q3: 256,766 shares; 2025Q4: 266,821 shares; 2026Q1: 281,455 shares; 2026Q2: 284,308 shares 284,308 $17M 0.85% +2,853 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: 19,640 shares; 2024Q4: 21,707 shares; 2025Q1: 21,556 shares; 2025Q2: 22,002 shares; 2025Q3: 22,241 shares; 2025Q4: 20,119 shares; 2026Q1: 20,181 shares; 2026Q2: 20,373 shares 20,373 $15.2M 0.76% +192 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: 66,721 shares; 2024Q4: 66,250 shares; 2025Q1: 65,020 shares; 2025Q2: 64,003 shares; 2025Q3: 63,542 shares; 2025Q4: 63,725 shares; 2026Q1: 62,431 shares; 2026Q2: 62,667 shares 62,667 $14.8M 0.74% +236 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $14.2M 0.71% 0 Timeline JCPB 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: 14,123 shares; 2024Q4: 22,036 shares; 2025Q1: 26,104 shares; 2025Q2: 34,315 shares; 2025Q3: 134,934 shares; 2025Q4: 221,351 shares; 2026Q1: 271,776 shares; 2026Q2: 286,913 shares 286,913 $13.5M 0.67% +15,137 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,516 shares; 2024Q4: 34,892 shares; 2025Q1: 34,633 shares; 2025Q2: 34,275 shares; 2025Q3: 37,951 shares; 2025Q4: 33,246 shares; 2026Q1: 32,359 shares; 2026Q2: 31,561 shares 31,561 $13.5M 0.67% -798 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: 48,028 shares; 2024Q4: 46,109 shares; 2025Q1: 46,080 shares; 2025Q2: 48,025 shares; 2025Q3: 53,418 shares; 2025Q4: 54,245 shares; 2026Q1: 53,950 shares; 2026Q2: 53,224 shares 53,224 $12.9M 0.64% -726 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: 40,989 shares; 2024Q4: 48,605 shares; 2025Q1: 71,275 shares; 2025Q2: 120,601 shares; 2025Q3: 124,560 shares; 2025Q4: 217,530 shares; 2026Q1: 243,468 shares; 2026Q2: 308,207 shares 308,207 $12.5M 0.62% +64,739 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,579 shares; 2024Q4: 166,967 shares; 2025Q1: 165,886 shares; 2025Q2: 164,724 shares; 2025Q3: 164,355 shares; 2025Q4: 163,949 shares; 2026Q1: 163,853 shares; 2026Q2: 161,837 shares 161,837 $12.1M 0.6% -2,016 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: 30,617 shares; 2024Q4: 30,282 shares; 2025Q1: 30,220 shares; 2025Q2: 29,836 shares; 2025Q3: 30,597 shares; 2025Q4: 34,306 shares; 2026Q1: 32,706 shares; 2026Q2: 32,209 shares 32,209 $11.5M 0.57% -497 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,844 shares; 2024Q4: 93,737 shares; 2025Q1: 93,542 shares; 2025Q2: 91,960 shares; 2025Q3: 95,025 shares; 2025Q4: 94,377 shares; 2026Q1: 93,755 shares; 2026Q2: 92,285 shares 92,285 $10.8M 0.54% -1,470 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: 51,145 shares; 2024Q4: 55,122 shares; 2025Q1: 52,487 shares; 2025Q2: 53,800 shares; 2025Q3: 56,110 shares; 2025Q4: 56,153 shares; 2026Q1: 55,968 shares; 2026Q2: 57,390 shares 57,390 $10.2M 0.51% +1,422 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,862 shares; 2024Q4: 89,125 shares; 2025Q1: 84,784 shares; 2025Q2: 81,403 shares; 2025Q3: 83,634 shares; 2025Q4: 76,766 shares; 2026Q1: 72,337 shares; 2026Q2: 71,803 shares 71,803 $9.81M 0.49% -534 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,506 shares; 2024Q4: 20,926 shares; 2025Q1: 20,993 shares; 2025Q2: 25,067 shares; 2025Q3: 25,472 shares; 2025Q4: 26,604 shares; 2026Q1: 25,946 shares; 2026Q2: 25,230 shares 25,230 $9.41M 0.47% -716 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,952 shares; 2024Q4: 366,413 shares; 2025Q1: 359,933 shares; 2025Q2: 347,623 shares; 2025Q3: 345,131 shares; 2025Q4: 346,297 shares; 2026Q1: 344,002 shares; 2026Q2: 335,757 shares 335,757 $9.3M 0.46% -8,245 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,395 shares; 2024Q4: 97,775 shares; 2025Q1: 103,582 shares; 2025Q2: 105,660 shares; 2025Q3: 110,597 shares; 2025Q4: 113,519 shares; 2026Q1: 106,582 shares; 2026Q2: 108,034 shares 108,034 $8.87M 0.44% +1,452 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: 25,404 shares; 2024Q4: 25,629 shares; 2025Q1: 25,462 shares; 2025Q2: 25,297 shares; 2025Q3: 25,228 shares; 2025Q4: 24,848 shares; 2026Q1: 25,098 shares; 2026Q2: 24,863 shares 24,863 $8.78M 0.44% -235 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: 22,697 shares; 2024Q4: 21,998 shares; 2025Q1: 21,397 shares; 2025Q2: 20,253 shares; 2025Q3: 21,893 shares; 2025Q4: 44,187 shares; 2026Q1: 43,502 shares; 2026Q2: 46,064 shares 46,064 $8.78M 0.44% +2,562 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: 10,921 shares; 2024Q4: 10,559 shares; 2025Q1: 11,082 shares; 2025Q2: 11,728 shares; 2025Q3: 11,033 shares; 2025Q4: 11,081 shares; 2026Q1: 11,166 shares; 2026Q2: 12,737 shares 12,737 $8.75M 0.44% +1,571 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: 110,590 shares; 2024Q4: 320,124 shares; 2025Q1: 319,145 shares; 2025Q2: 298,171 shares; 2025Q3: 298,652 shares; 2025Q4: 299,267 shares; 2026Q1: 298,692 shares; 2026Q2: 292,101 shares 292,101 $8.46M 0.42% -6,591 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: 26,995 shares; 2024Q4: 28,152 shares; 2025Q1: 24,639 shares; 2025Q2: 26,597 shares; 2025Q3: 27,895 shares; 2025Q4: 27,560 shares; 2026Q1: 27,574 shares; 2026Q2: 27,427 shares 27,427 $8.24M 0.41% -147 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: 58,932 shares; 2024Q4: 56,067 shares; 2025Q1: 57,428 shares; 2025Q2: 58,175 shares; 2025Q3: 58,231 shares; 2025Q4: 56,589 shares; 2026Q1: 52,324 shares; 2026Q2: 51,849 shares 51,849 $8.19M 0.41% -475 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: 59,165 shares; 2024Q4: 50,356 shares; 2025Q1: 52,980 shares; 2025Q2: 75,300 shares; 2025Q3: 84,627 shares; 2025Q4: 84,555 shares; 2026Q1: 85,703 shares; 2026Q2: 74,471 shares 74,471 $7.93M 0.4% -11,232 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: 30,621 shares; 2024Q4: 30,287 shares; 2025Q1: 30,792 shares; 2025Q2: 30,287 shares; 2025Q3: 31,271 shares; 2025Q4: 30,852 shares; 2026Q1: 30,749 shares; 2026Q2: 30,534 shares 30,534 $7.75M 0.39% -215 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,830 shares; 2024Q4: 153,076 shares; 2025Q1: 148,069 shares; 2025Q2: 154,588 shares; 2025Q3: 166,241 shares; 2025Q4: 164,560 shares; 2026Q1: 158,536 shares; 2026Q2: 158,678 shares 158,678 $7.72M 0.38% +142 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: 8,419 shares; 2024Q4: 8,617 shares; 2025Q1: 8,893 shares; 2025Q2: 8,936 shares; 2025Q3: 8,794 shares; 2025Q4: 9,654 shares; 2026Q1: 9,874 shares; 2026Q2: 9,956 shares 9,956 $7.33M 0.37% +82 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,655 shares; 2024Q4: 179,074 shares; 2025Q1: 159,185 shares; 2025Q2: 151,338 shares; 2025Q3: 150,930 shares; 2025Q4: 153,637 shares; 2026Q1: 152,003 shares; 2026Q2: 131,869 shares 131,869 $7.25M 0.36% -20,134 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: 27,416 shares; 2024Q4: 27,261 shares; 2025Q1: 28,556 shares; 2025Q2: 28,556 shares; 2025Q3: 28,626 shares; 2025Q4: 28,626 shares; 2026Q1: 28,626 shares; 2026Q2: 29,251 shares 29,251 $7.2M 0.36% +625 Timeline TFI 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: 326,417 shares; 2024Q4: 323,730 shares; 2025Q1: 316,310 shares; 2025Q2: 251,420 shares; 2025Q3: 239,572 shares; 2025Q4: 155,344 shares; 2026Q1: 154,341 shares; 2026Q2: 153,591 shares 153,591 $7.03M 0.35% -750 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: 53,897 shares; 2024Q4: 53,886 shares; 2025Q1: 55,919 shares; 2025Q2: 65,079 shares; 2025Q3: 67,514 shares; 2025Q4: 69,189 shares; 2026Q1: 78,207 shares; 2026Q2: 81,432 shares 81,432 $6.96M 0.35% +3,225 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,745 shares; 2024Q4: 41,776 shares; 2025Q1: 42,088 shares; 2025Q2: 42,981 shares; 2025Q3: 48,972 shares; 2025Q4: 48,175 shares; 2026Q1: 46,544 shares; 2026Q2: 46,850 shares 46,850 $6.92M 0.35% +306 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,373 shares; 2024Q4: 222,770 shares; 2025Q1: 215,359 shares; 2025Q2: 214,541 shares; 2025Q3: 210,694 shares; 2025Q4: 209,672 shares; 2026Q1: 207,012 shares; 2026Q2: 202,784 shares 202,784 $6.86M 0.34% -4,228 Timeline JMUB 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: not reported; 2025Q2: 16,445 shares; 2025Q3: 59,753 shares; 2025Q4: 120,758 shares; 2026Q1: 125,591 shares; 2026Q2: 132,238 shares 132,238 $6.7M 0.33% +6,647 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: 3,241 shares; 2024Q4: 3,246 shares; 2025Q1: 5,831 shares; 2025Q2: 5,957 shares; 2025Q3: 6,133 shares; 2025Q4: 6,122 shares; 2026Q1: 5,955 shares; 2026Q2: 5,812 shares 5,812 $6.19M 0.31% -143 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: 591 shares; 2024Q4: 494 shares; 2025Q1: 2,866 shares; 2025Q2: 659 shares; 2025Q3: 594 shares; 2025Q4: 600 shares; 2026Q1: 101,243 shares; 2026Q2: 128,757 shares 128,757 $5.94M 0.3% +27,514 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,110 shares; 2024Q4: 44,468 shares; 2025Q1: 42,199 shares; 2025Q2: 44,362 shares; 2025Q3: 57,062 shares; 2025Q4: 55,260 shares; 2026Q1: 54,298 shares; 2026Q2: 57,125 shares 57,125 $5.61M 0.28% +2,827 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,961 shares; 2024Q4: 2,961 shares; 2025Q1: 2,953 shares; 2025Q2: 2,948 shares; 2025Q3: 2,938 shares; 2025Q4: 2,965 shares; 2026Q1: 2,954 shares; 2026Q2: 18,340 shares 18,340 $5.53M 0.28% +15,386 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: 23,009 shares; 2024Q4: 22,803 shares; 2025Q1: 20,965 shares; 2025Q2: 21,480 shares; 2025Q3: 22,823 shares; 2025Q4: 24,698 shares; 2026Q1: 23,778 shares; 2026Q2: 22,654 shares 22,654 $5.4M 0.27% -1,124 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,045 shares; 2024Q4: 176,311 shares; 2025Q1: 171,610 shares; 2025Q2: 166,552 shares; 2025Q3: 163,004 shares; 2025Q4: 164,095 shares; 2026Q1: 165,153 shares; 2026Q2: 148,818 shares 148,818 $5.4M 0.27% -16,335 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,255 shares; 2024Q4: 104,733 shares; 2025Q1: 101,891 shares; 2025Q2: 101,306 shares; 2025Q3: 101,331 shares; 2025Q4: 100,372 shares; 2026Q1: 94,416 shares; 2026Q2: 94,973 shares 94,973 $5.37M 0.27% +557 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: 48,939 shares; 2024Q4: 48,284 shares; 2025Q1: 48,409 shares; 2025Q2: 48,513 shares; 2025Q3: 47,423 shares; 2025Q4: 48,199 shares; 2026Q1: 50,563 shares; 2026Q2: 51,347 shares 51,347 $5.33M 0.27% +784 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: 99,318 shares; 2024Q4: 112,558 shares; 2025Q1: 135,459 shares; 2025Q2: 138,119 shares; 2025Q3: 133,655 shares; 2025Q4: 124,466 shares; 2026Q1: 114,616 shares; 2026Q2: 111,322 shares 111,322 $4.9M 0.24% -3,294 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: 103,368 shares; 2024Q4: 101,858 shares; 2025Q1: 100,215 shares; 2025Q2: 97,532 shares; 2025Q3: 93,509 shares; 2025Q4: 93,535 shares; 2026Q1: 91,874 shares; 2026Q2: 94,538 shares 94,538 $4.7M 0.23% +2,664 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,160 shares; 2024Q4: 77,903 shares; 2025Q1: 75,391 shares; 2025Q2: 74,136 shares; 2025Q3: 74,250 shares; 2025Q4: 71,739 shares; 2026Q1: 65,890 shares; 2026Q2: 63,202 shares 63,202 $4.63M 0.23% -2,688 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,404 shares; 2024Q4: 126,074 shares; 2025Q1: 124,008 shares; 2025Q2: 124,058 shares; 2025Q3: 126,558 shares; 2025Q4: 122,908 shares; 2026Q1: 122,908 shares; 2026Q2: 123,018 shares 123,018 $4.52M 0.23% +110 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: 15,247 shares; 2024Q4: 15,947 shares; 2025Q1: 16,101 shares; 2025Q2: 17,747 shares; 2025Q3: 18,990 shares; 2025Q4: 23,325 shares; 2026Q1: 23,718 shares; 2026Q2: 22,263 shares 22,263 $4.45M 0.22% -1,455 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,111 shares; 2024Q4: 35,890 shares; 2025Q1: 35,037 shares; 2025Q2: 34,041 shares; 2025Q3: 33,879 shares; 2025Q4: 33,269 shares; 2026Q1: 32,895 shares; 2026Q2: 30,895 shares 30,895 $4.22M 0.21% -2,000 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: 29,239 shares; 2024Q4: 28,667 shares; 2025Q1: 28,932 shares; 2025Q2: 28,392 shares; 2025Q3: 28,177 shares; 2025Q4: 29,691 shares; 2026Q1: 28,630 shares; 2026Q2: 28,368 shares 28,368 $4.16M 0.21% -262 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: 25,008 shares; 2024Q4: 2,065 shares; 2025Q1: 18,327 shares; 2025Q2: 18,142 shares; 2025Q3: 18,229 shares; 2025Q4: 18,394 shares; 2026Q1: 18,380 shares; 2026Q2: 18,522 shares 18,522 $4.04M 0.2% +142 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: 16,793 shares; 2024Q4: 16,602 shares; 2025Q1: 16,602 shares; 2025Q2: 16,602 shares; 2025Q3: 16,602 shares; 2025Q4: 16,603 shares; 2026Q1: 16,467 shares; 2026Q2: 16,425 shares 16,425 $3.99M 0.2% -42 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: 1,396 shares; 2024Q4: 1,681 shares; 2025Q1: 1,963 shares; 2025Q2: 1,206 shares; 2025Q3: 1,177 shares; 2025Q4: 1,285 shares; 2026Q1: 3,174 shares; 2026Q2: 3,344 shares 3,344 $3.86M 0.19% +170 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: 25,266 shares; 2024Q4: 22,944 shares; 2025Q1: 22,973 shares; 2025Q2: 23,353 shares; 2025Q3: 23,408 shares; 2025Q4: 23,309 shares; 2026Q1: 23,315 shares; 2026Q2: 23,241 shares 23,241 $3.63M 0.18% -74 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: 34,962 shares; 2024Q4: 34,962 shares; 2025Q1: 32,146 shares; 2025Q2: 31,722 shares; 2025Q3: 33,180 shares; 2025Q4: 32,637 shares; 2026Q1: 31,281 shares; 2026Q2: 30,535 shares 30,535 $3.46M 0.17% -746 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: 6,288 shares; 2024Q4: 5,456 shares; 2025Q1: 5,816 shares; 2025Q2: 5,529 shares; 2025Q3: 9,452 shares; 2025Q4: 9,472 shares; 2026Q1: 9,457 shares; 2026Q2: 9,340 shares 9,340 $3.42M 0.17% -117 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,983 shares; 2024Q4: 10,984 shares; 2025Q1: 10,131 shares; 2025Q2: 10,336 shares; 2025Q3: 10,838 shares; 2025Q4: 10,875 shares; 2026Q1: 11,138 shares; 2026Q2: 10,937 shares 10,937 $3.32M 0.17% -201 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: 67,712 shares; 2024Q4: 67,746 shares; 2025Q1: 67,332 shares; 2025Q2: 65,811 shares; 2025Q3: 66,814 shares; 2025Q4: 65,961 shares; 2026Q1: 65,004 shares; 2026Q2: 65,136 shares 65,136 $3.28M 0.16% +132 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: 22,579 shares; 2024Q4: 19,632 shares; 2025Q1: 19,950 shares; 2025Q2: 18,943 shares; 2025Q3: 19,204 shares; 2025Q4: 19,281 shares; 2026Q1: 19,717 shares; 2026Q2: 20,004 shares 20,004 $3.17M 0.16% +287 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: 9,842 shares; 2024Q4: 9,964 shares; 2025Q1: 13,586 shares; 2025Q2: 12,992 shares; 2025Q3: 12,891 shares; 2025Q4: 11,282 shares; 2026Q1: 11,302 shares; 2026Q2: 11,185 shares 11,185 $3.15M 0.16% -117 Timeline PRFZ 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: 63,645 shares; 2024Q4: 60,893 shares; 2025Q1: 59,641 shares; 2025Q2: 57,268 shares; 2025Q3: 56,272 shares; 2025Q4: 54,824 shares; 2026Q1: 53,608 shares; 2026Q2: 55,566 shares 55,566 $3.1M 0.15% +1,958 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 675 shares; 2025Q2: 3,032 shares; 2025Q3: 3,028 shares; 2025Q4: 3,028 shares; 2026Q1: 3,908 shares; 2026Q2: 36,108 shares 36,108 $2.98M 0.15% +32,200 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,994 shares; 2024Q4: 61,197 shares; 2025Q1: 57,713 shares; 2025Q2: 57,746 shares; 2025Q3: 54,942 shares; 2025Q4: 53,633 shares; 2026Q1: 50,852 shares; 2026Q2: 55,097 shares 55,097 $2.98M 0.15% +4,245 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: 72,470 shares; 2024Q4: 72,587 shares; 2025Q1: 72,685 shares; 2025Q2: 75,252 shares; 2025Q3: 77,098 shares; 2025Q4: 56,298 shares; 2026Q1: 52,685 shares; 2026Q2: 55,509 shares 55,509 $2.98M 0.15% +2,824 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,363 shares; 2024Q4: 27,673 shares; 2025Q1: 27,678 shares; 2025Q2: 27,665 shares; 2025Q3: 29,410 shares; 2025Q4: 29,229 shares; 2026Q1: 29,079 shares; 2026Q2: 28,518 shares 28,518 $2.92M 0.15% -561 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,595 shares; 2024Q4: 8,595 shares; 2025Q1: 8,595 shares; 2025Q2: 8,595 shares; 2025Q3: 8,595 shares; 2025Q4: 8,595 shares; 2026Q1: 8,595 shares; 2026Q2: 8,595 shares 8,595 $2.91M 0.15% 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: 2,842 shares; 2024Q4: 2,878 shares; 2025Q1: 2,868 shares; 2025Q2: 2,844 shares; 2025Q3: 3,069 shares; 2025Q4: 2,927 shares; 2026Q1: 2,932 shares; 2026Q2: 2,870 shares 2,870 $2.9M 0.14% -62 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: 20,371 shares; 2024Q4: 20,002 shares; 2025Q1: 20,691 shares; 2025Q2: 26,525 shares; 2025Q3: 26,115 shares; 2025Q4: 26,160 shares; 2026Q1: 26,380 shares; 2026Q2: 26,268 shares 26,268 $2.9M 0.14% -112 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: 34,599 shares; 2024Q4: 31,941 shares; 2025Q1: 31,549 shares; 2025Q2: 31,697 shares; 2025Q3: 31,665 shares; 2025Q4: 35,850 shares; 2026Q1: 38,234 shares; 2026Q2: 41,783 shares 41,783 $2.86M 0.14% +3,549 Timeline DFAW 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: 5,525 shares; 2024Q4: 5,525 shares; 2025Q1: 5,525 shares; 2025Q2: 6,531 shares; 2025Q3: 7,748 shares; 2025Q4: 9,720 shares; 2026Q1: 17,195 shares; 2026Q2: 34,479 shares 34,479 $2.85M 0.14% +17,284 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,214 shares; 2024Q4: 39,809 shares; 2025Q1: 38,486 shares; 2025Q2: 37,985 shares; 2025Q3: 37,441 shares; 2025Q4: 37,337 shares; 2026Q1: 36,954 shares; 2026Q2: 37,299 shares 37,299 $2.84M 0.14% +345 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: 43,278 shares; 2024Q4: 44,154 shares; 2025Q1: 51,582 shares; 2025Q2: 48,253 shares; 2025Q3: 54,261 shares; 2025Q4: 53,968 shares; 2026Q1: 46,327 shares; 2026Q2: 41,113 shares 41,113 $2.8M 0.14% -5,214 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,983 shares; 2024Q4: 27,983 shares; 2025Q1: 27,989 shares; 2025Q2: 27,983 shares; 2025Q3: 27,997 shares; 2025Q4: 28,198 shares; 2026Q1: 28,203 shares; 2026Q2: 28,189 shares 28,189 $2.74M 0.14% -14 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: 17,458 shares; 2024Q4: 15,859 shares; 2025Q1: 16,192 shares; 2025Q2: 16,052 shares; 2025Q3: 16,958 shares; 2025Q4: 17,179 shares; 2026Q1: 16,857 shares; 2026Q2: 16,500 shares 16,500 $2.74M 0.14% -357 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: 10,182 shares; 2024Q4: 10,173 shares; 2025Q1: 9,901 shares; 2025Q2: 10,015 shares; 2025Q3: 10,294 shares; 2025Q4: 10,778 shares; 2026Q1: 10,558 shares; 2026Q2: 10,506 shares 10,506 $2.64M 0.13% -52 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,662 shares; 2024Q4: 73,441 shares; 2025Q1: 70,540 shares; 2025Q2: 71,674 shares; 2025Q3: 71,027 shares; 2025Q4: 72,841 shares; 2026Q1: 71,671 shares; 2026Q2: 71,682 shares 71,682 $2.59M 0.13% +11 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: 7,285 shares; 2024Q4: 7,267 shares; 2025Q1: 7,400 shares; 2025Q2: 7,413 shares; 2025Q3: 7,398 shares; 2025Q4: 7,436 shares; 2026Q1: 7,506 shares; 2026Q2: 31,984 shares 31,984 $2.58M 0.13% +24,478 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: 10,341 shares; 2024Q4: 10,411 shares; 2025Q1: 10,005 shares; 2025Q2: 9,788 shares; 2025Q3: 10,223 shares; 2025Q4: 10,405 shares; 2026Q1: 10,226 shares; 2026Q2: 10,119 shares 10,119 $2.49M 0.12% -107 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: 3,123 shares; 2024Q4: 2,629 shares; 2025Q1: 2,591 shares; 2025Q2: 2,613 shares; 2025Q3: 2,648 shares; 2025Q4: 2,672 shares; 2026Q1: 2,639 shares; 2026Q2: 2,636 shares 2,636 $2.47M 0.12% -3 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: 18,407 shares; 2024Q4: 18,247 shares; 2025Q1: 18,400 shares; 2025Q2: 17,946 shares; 2025Q3: 19,818 shares; 2025Q4: 18,484 shares; 2026Q1: 19,219 shares; 2026Q2: 18,599 shares 18,599 $2.39M 0.12% -620 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: 19,872 shares; 2024Q4: 19,388 shares; 2025Q1: 19,700 shares; 2025Q2: 19,564 shares; 2025Q3: 20,105 shares; 2025Q4: 20,544 shares; 2026Q1: 20,401 shares; 2026Q2: 20,316 shares 20,316 $2.39M 0.12% -85 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: 16,012 shares; 2024Q4: 21,543 shares; 2025Q1: 27,648 shares; 2025Q2: 27,648 shares; 2025Q3: 30,988 shares; 2025Q4: 30,988 shares; 2026Q1: 69,635 shares; 2026Q2: 30,731 shares 30,731 $2.36M 0.12% -38,904 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: 18,010 shares; 2024Q4: 17,148 shares; 2025Q1: 17,705 shares; 2025Q2: 18,552 shares; 2025Q3: 23,065 shares; 2025Q4: 41,156 shares; 2026Q1: 41,515 shares; 2026Q2: 43,549 shares 43,549 $2.31M 0.12% +2,034 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: 7,981 shares; 2024Q4: 7,439 shares; 2025Q1: 7,862 shares; 2025Q2: 7,897 shares; 2025Q3: 7,324 shares; 2025Q4: 7,418 shares; 2026Q1: 7,223 shares; 2026Q2: 7,044 shares 7,044 $2.31M 0.11% -179 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: 17,708 shares; 2024Q4: 17,304 shares; 2025Q1: 17,623 shares; 2025Q2: 16,964 shares; 2025Q3: 16,863 shares; 2025Q4: 17,002 shares; 2026Q1: 16,807 shares; 2026Q2: 16,807 shares 16,807 $2.28M 0.11% 0 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: 6,274 shares; 2024Q4: 6,225 shares; 2025Q1: 6,100 shares; 2025Q2: 6,140 shares; 2025Q3: 6,759 shares; 2025Q4: 6,685 shares; 2026Q1: 6,421 shares; 2026Q2: 6,289 shares 6,289 $2.22M 0.11% -132 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: 27,559 shares; 2024Q4: 27,439 shares; 2025Q1: 28,435 shares; 2025Q2: 28,573 shares; 2025Q3: 32,205 shares; 2025Q4: 30,509 shares; 2026Q1: 29,791 shares; 2026Q2: 27,042 shares 27,042 $2.2M 0.11% -2,749 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: 25,035 shares; 2024Q4: 25,025 shares; 2025Q1: 25,251 shares; 2025Q2: 24,963 shares; 2025Q3: 24,519 shares; 2025Q4: 24,626 shares; 2026Q1: 23,989 shares; 2026Q2: 23,357 shares 23,357 $2.16M 0.11% -632 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: 18,827 shares; 2024Q4: 56,218 shares; 2025Q1: 56,325 shares; 2025Q2: 56,433 shares; 2025Q3: 56,457 shares; 2025Q4: 57,438 shares; 2026Q1: 56,621 shares; 2026Q2: 57,375 shares 57,375 $2.12M 0.11% +754 Timeline SPTM 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: 24,683 shares; 2024Q4: 24,728 shares; 2025Q1: 23,948 shares; 2025Q2: 23,854 shares; 2025Q3: 23,284 shares; 2025Q4: 23,296 shares; 2026Q1: 23,312 shares; 2026Q2: 23,263 shares 23,263 $2.11M 0.11% -49 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,285 shares; 2024Q4: 70,744 shares; 2025Q1: 71,175 shares; 2025Q2: 73,022 shares; 2025Q3: 73,513 shares; 2025Q4: 72,425 shares; 2026Q1: 72,599 shares; 2026Q2: 71,723 shares 71,723 $2.11M 0.11% -876 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,680 shares; 2024Q4: 28,682 shares; 2025Q1: 28,965 shares; 2025Q2: 25,149 shares; 2025Q3: 25,192 shares; 2025Q4: 25,845 shares; 2026Q1: 25,259 shares; 2026Q2: 25,332 shares 25,332 $2.09M 0.1% +73 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: 95,679 shares; 2024Q4: 98,025 shares; 2025Q1: 96,485 shares; 2025Q2: 85,500 shares; 2025Q3: 83,925 shares; 2025Q4: 79,390 shares; 2026Q1: 79,420 shares; 2026Q2: 74,354 shares 74,354 $2.05M 0.1% -5,066 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,260 shares; 2024Q4: 34,735 shares; 2025Q1: 35,380 shares; 2025Q2: 35,890 shares; 2025Q3: 35,890 shares; 2025Q4: 35,890 shares; 2026Q1: 34,703 shares; 2026Q2: 34,703 shares 34,703 $2.04M 0.1% 0 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,032 shares; 2024Q4: 5,046 shares; 2025Q1: 5,051 shares; 2025Q2: 5,421 shares; 2025Q3: 22,647 shares; 2025Q4: 25,411 shares; 2026Q1: 25,621 shares; 2026Q2: 27,160 shares 27,160 $2.02M 0.1% +1,539 Timeline DFIV 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: 44,527 shares; 2024Q4: 44,462 shares; 2025Q1: 44,780 shares; 2025Q2: 43,955 shares; 2025Q3: 37,248 shares; 2025Q4: 37,082 shares; 2026Q1: 35,441 shares; 2026Q2: 36,131 shares 36,131 $1.95M 0.1% +690 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: 7,364 shares; 2024Q4: 7,320 shares; 2025Q1: 7,272 shares; 2025Q2: 7,267 shares; 2025Q3: 7,713 shares; 2025Q4: 7,490 shares; 2026Q1: 7,287 shares; 2026Q2: 7,173 shares 7,173 $1.94M 0.1% -114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,347 shares; 2026Q2: 81,840 shares 81,840 $1.86M 0.09% +7,493 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: 5,341 shares; 2024Q4: 5,320 shares; 2025Q1: 5,011 shares; 2025Q2: 4,949 shares; 2025Q3: 5,618 shares; 2025Q4: 5,334 shares; 2026Q1: 5,032 shares; 2026Q2: 5,192 shares 5,192 $1.78M 0.09% +160 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,510 shares; 2026Q2: 18,182 shares 18,182 $1.72M 0.09% +1,672 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: 10,518 shares; 2024Q4: 10,617 shares; 2025Q1: 10,519 shares; 2025Q2: 10,519 shares; 2025Q3: 10,519 shares; 2025Q4: 11,024 shares; 2026Q1: 10,911 shares; 2026Q2: 10,883 shares 10,883 $1.65M 0.08% -28 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: 390 shares; 2024Q4: 390 shares; 2025Q1: 1,350 shares; 2025Q2: 1,467 shares; 2025Q3: 4,423 shares; 2025Q4: 4,488 shares; 2026Q1: 4,495 shares; 2026Q2: 4,496 shares 4,496 $1.64M 0.08% +1 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,679 shares; 2024Q4: 9,617 shares; 2025Q1: 9,617 shares; 2025Q2: 9,617 shares; 2025Q3: 9,617 shares; 2025Q4: 9,935 shares; 2026Q1: 10,109 shares; 2026Q2: 10,221 shares 10,221 $1.6M 0.08% +112 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,906 shares; 2025Q2: 3,862 shares; 2025Q3: 4,839 shares; 2025Q4: 5,000 shares; 2026Q1: 4,411 shares; 2026Q2: 4,267 shares 4,267 $1.57M 0.08% -144 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: 5,337 shares; 2024Q4: 5,322 shares; 2025Q1: 5,513 shares; 2025Q2: 5,594 shares; 2025Q3: 4,833 shares; 2025Q4: 4,764 shares; 2026Q1: 4,733 shares; 2026Q2: 9,483 shares 9,483 $1.56M 0.08% +4,750 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: 29,936 shares; 2024Q4: 35,356 shares; 2025Q1: 33,920 shares; 2025Q2: 33,984 shares; 2025Q3: 34,083 shares; 2025Q4: 34,107 shares; 2026Q1: 34,175 shares; 2026Q2: 34,239 shares 34,239 $1.56M 0.08% +64 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: 1,636 shares; 2024Q4: 1,636 shares; 2025Q1: 1,636 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,707 shares; 2026Q1: 12,240 shares; 2026Q2: 12,409 shares 12,409 $1.54M 0.08% +169 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: 30,352 shares; 2024Q4: 30,167 shares; 2025Q1: 30,040 shares; 2025Q2: 29,833 shares; 2025Q3: 30,158 shares; 2025Q4: 29,542 shares; 2026Q1: 29,207 shares; 2026Q2: 28,747 shares 28,747 $1.49M 0.07% -460 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,714 shares; 2024Q4: 127,788 shares; 2025Q1: 127,827 shares; 2025Q2: 127,890 shares; 2025Q3: 127,955 shares; 2025Q4: 128,040 shares; 2026Q1: 128,082 shares; 2026Q2: 128,224 shares 128,224 $1.49M 0.07% +142 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,790 shares; 2024Q4: 143,952 shares; 2025Q1: 144,119 shares; 2025Q2: 144,300 shares; 2025Q3: 144,481 shares; 2025Q4: 144,656 shares; 2026Q1: 144,837 shares; 2026Q2: 145,020 shares 145,020 $1.47M 0.07% +183 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,206 shares; 2024Q4: 144,367 shares; 2025Q1: 144,534 shares; 2025Q2: 144,716 shares; 2025Q3: 144,902 shares; 2025Q4: 145,083 shares; 2026Q1: 145,266 shares; 2026Q2: 145,451 shares 145,451 $1.46M 0.07% +185 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,341 shares; 2024Q4: 122,448 shares; 2025Q1: 122,503 shares; 2025Q2: 122,591 shares; 2025Q3: 122,681 shares; 2025Q4: 122,790 shares; 2026Q1: 122,844 shares; 2026Q2: 122,982 shares 122,982 $1.44M 0.07% +138 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,908 shares; 2024Q4: 145,070 shares; 2025Q1: 145,239 shares; 2025Q2: 145,421 shares; 2025Q3: 145,605 shares; 2025Q4: 145,786 shares; 2026Q1: 145,969 shares; 2026Q2: 146,154 shares 146,154 $1.44M 0.07% +185 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,146 shares; 2024Q4: 118,250 shares; 2025Q1: 118,305 shares; 2025Q2: 118,391 shares; 2025Q3: 118,480 shares; 2025Q4: 118,587 shares; 2026Q1: 118,640 shares; 2026Q2: 118,724 shares 118,724 $1.44M 0.07% +84 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: 2,034 shares; 2024Q4: 2,034 shares; 2025Q1: 2,086 shares; 2025Q2: 2,071 shares; 2025Q3: 2,053 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares; 2026Q2: 2,043 shares 2,043 $1.44M 0.07% -10 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: 2,086 shares; 2024Q4: 2,091 shares; 2025Q1: 2,147 shares; 2025Q2: 1,919 shares; 2025Q3: 2,012 shares; 2025Q4: 2,620 shares; 2026Q1: 2,516 shares; 2026Q2: 2,544 shares 2,544 $1.43M 0.07% +28 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,596 shares; 2024Q4: 8,645 shares; 2025Q1: 8,645 shares; 2025Q2: 13,699 shares; 2025Q3: 14,171 shares; 2025Q4: 16,569 shares; 2026Q1: 16,569 shares; 2026Q2: 16,569 shares 16,569 $1.39M 0.07% 0 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,997 shares; 2024Q4: 20,890 shares; 2025Q1: 20,890 shares; 2025Q2: 21,391 shares; 2025Q3: 21,406 shares; 2025Q4: 21,420 shares; 2026Q1: 21,121 shares; 2026Q2: 20,663 shares 20,663 $1.37M 0.07% -458 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,650 shares; 2024Q4: 136,770 shares; 2025Q1: 136,894 shares; 2025Q2: 137,028 shares; 2025Q3: 137,524 shares; 2025Q4: 137,659 shares; 2026Q1: 137,434 shares; 2026Q2: 137,572 shares 137,572 $1.37M 0.07% +138 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: 1,509 shares; 2025Q2: 1,509 shares; 2025Q3: 39,312 shares; 2025Q4: 40,015 shares; 2026Q1: 36,052 shares; 2026Q2: 25,173 shares 25,173 $1.33M 0.07% -10,879 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,011 shares; 2024Q4: 5,011 shares; 2025Q1: 5,298 shares; 2025Q2: 5,298 shares; 2025Q3: 9,865 shares; 2025Q4: 10,497 shares; 2026Q1: 6,623 shares; 2026Q2: 6,625 shares 6,625 $1.31M 0.07% +2 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: 2,467 shares; 2024Q4: 2,646 shares; 2025Q1: 2,733 shares; 2025Q2: 2,883 shares; 2025Q3: 4,093 shares; 2025Q4: 3,496 shares; 2026Q1: 3,408 shares; 2026Q2: 3,449 shares 3,449 $1.3M 0.06% +41 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: 2,252 shares; 2024Q4: 2,256 shares; 2025Q1: 2,249 shares; 2025Q2: 2,253 shares; 2025Q3: 2,256 shares; 2025Q4: 2,279 shares; 2026Q1: 2,040 shares; 2026Q2: 2,044 shares 2,044 $1.3M 0.06% +4 Timeline VONV 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: 5,871 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,556 shares; 2025Q4: 11,556 shares; 2026Q1: 11,556 shares; 2026Q2: 11,556 shares 11,556 $1.23M 0.06% 0 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: 4,228 shares; 2024Q4: 4,113 shares; 2025Q1: 4,115 shares; 2025Q2: 4,203 shares; 2025Q3: 4,203 shares; 2025Q4: 4,301 shares; 2026Q1: 4,114 shares; 2026Q2: 4,120 shares 4,120 $1.23M 0.06% +6 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: 6,034 shares; 2024Q4: 6,034 shares; 2025Q1: 6,034 shares; 2025Q2: 6,034 shares; 2025Q3: 5,617 shares; 2025Q4: 5,617 shares; 2026Q1: 5,617 shares; 2026Q2: 5,691 shares 5,691 $1.21M 0.06% +74 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: 2,071 shares; 2024Q4: 2,221 shares; 2025Q1: 2,360 shares; 2025Q2: 2,476 shares; 2025Q3: 2,410 shares; 2025Q4: 2,346 shares; 2026Q1: 2,463 shares; 2026Q2: 2,295 shares 2,295 $1.2M 0.06% -168 Timeline EQWL 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: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 9,200 shares; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares; 2026Q1: 9,200 shares; 2026Q2: 9,200 shares 9,200 $1.19M 0.06% 0 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: 4,081 shares; 2024Q4: 5,409 shares; 2025Q1: 13,001 shares; 2025Q2: 13,015 shares; 2025Q3: 17,568 shares; 2025Q4: 17,422 shares; 2026Q1: 16,577 shares; 2026Q2: 11,753 shares 11,753 $1.18M 0.06% -4,824 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,817 shares; 2024Q4: 26,817 shares; 2025Q1: 25,692 shares; 2025Q2: 25,692 shares; 2025Q3: 25,692 shares; 2025Q4: 25,692 shares; 2026Q1: 23,592 shares; 2026Q2: 23,592 shares 23,592 $1.17M 0.06% 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: 72,632 shares; 2024Q4: 71,718 shares; 2025Q1: 69,493 shares; 2025Q2: 64,068 shares; 2025Q3: 71,330 shares; 2025Q4: 58,414 shares; 2026Q1: 57,546 shares; 2026Q2: 55,996 shares 55,996 $1.16M 0.06% -1,550 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: 2,781 shares; 2024Q4: 2,780 shares; 2025Q1: 2,777 shares; 2025Q2: 2,866 shares; 2025Q3: 2,873 shares; 2025Q4: 2,857 shares; 2026Q1: 2,947 shares; 2026Q2: 2,918 shares 2,918 $1.15M 0.06% -29 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: 8,326 shares; 2024Q4: 8,315 shares; 2025Q1: 8,368 shares; 2025Q2: 8,339 shares; 2025Q3: 8,348 shares; 2025Q4: 8,430 shares; 2026Q1: 8,386 shares; 2026Q2: 8,392 shares 8,392 $1.15M 0.06% +6 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,943 shares; 2024Q4: 24,007 shares; 2025Q1: 26,740 shares; 2025Q2: 24,146 shares; 2025Q3: 27,939 shares; 2025Q4: 26,095 shares; 2026Q1: 26,459 shares; 2026Q2: 26,849 shares 26,849 $1.14M 0.06% +390 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: 2,356 shares; 2024Q4: 2,368 shares; 2025Q1: 2,463 shares; 2025Q2: 2,368 shares; 2025Q3: 2,368 shares; 2025Q4: 2,436 shares; 2026Q1: 2,397 shares; 2026Q2: 2,351 shares 2,351 $1.12M 0.06% -46 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,191 shares; 2024Q4: 14,401 shares; 2025Q1: 14,408 shares; 2025Q2: 12,363 shares; 2025Q3: 12,371 shares; 2025Q4: 12,128 shares; 2026Q1: 11,643 shares; 2026Q2: 11,651 shares 11,651 $1.09M 0.05% +8 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 3,195 shares; 2025Q1: 4,195 shares; 2025Q2: not reported; 2025Q3: 5,575 shares; 2025Q4: 8,755 shares; 2026Q1: 10,715 shares; 2026Q2: 10,715 shares 10,715 $1.08M 0.05% 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: 631 shares; 2024Q4: 633 shares; 2025Q1: 635 shares; 2025Q2: 629 shares; 2025Q3: 633 shares; 2025Q4: 766 shares; 2026Q1: 747 shares; 2026Q2: 901 shares 901 $1.08M 0.05% +154 Timeline DFAT 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: 14,136 shares; 2024Q4: 14,141 shares; 2025Q1: 14,145 shares; 2025Q2: 14,021 shares; 2025Q3: 13,982 shares; 2025Q4: 13,936 shares; 2026Q1: 13,939 shares; 2026Q2: 15,335 shares 15,335 $1.07M 0.05% +1,396 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: 11,848 shares; 2024Q4: 11,721 shares; 2025Q1: 11,853 shares; 2025Q2: 11,772 shares; 2025Q3: 11,744 shares; 2025Q4: 12,004 shares; 2026Q1: 12,227 shares; 2026Q2: 11,798 shares 11,798 $1.07M 0.05% -429 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: 58 shares; 2024Q4: 59 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 4,425 shares; 2026Q2: 3,086 shares 3,086 $1.06M 0.05% -1,339 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: 10,469 shares; 2024Q4: 10,469 shares; 2025Q1: 11,989 shares; 2025Q2: 11,478 shares; 2025Q3: 10,107 shares; 2025Q4: 10,061 shares; 2026Q1: 10,064 shares; 2026Q2: 9,391 shares 9,391 $1.03M 0.05% -673 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,674 shares 4,674 $1.03M 0.05% new 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: 36,163 shares 36,163 $1.01M 0.05% new 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: 2,910 shares; 2024Q4: 2,702 shares; 2025Q1: 2,528 shares; 2025Q2: 2,525 shares; 2025Q3: 2,325 shares; 2025Q4: 2,365 shares; 2026Q1: 2,356 shares; 2026Q2: 2,352 shares 2,352 $1M 0.05% -4 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: 10,948 shares; 2024Q4: 10,769 shares; 2025Q1: 10,376 shares; 2025Q2: 10,229 shares; 2025Q3: 11,830 shares; 2025Q4: 10,945 shares; 2026Q1: 10,422 shares; 2026Q2: 10,381 shares 10,381 $999K 0.05% -41 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,852 shares; 2024Q4: 51,885 shares; 2025Q1: 51,890 shares; 2025Q2: 51,915 shares; 2025Q3: 53,647 shares; 2025Q4: 53,747 shares; 2026Q1: 53,769 shares; 2026Q2: 51,911 shares 51,911 $990K 0.05% -1,858 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: 45,546 shares; 2024Q4: 42,258 shares; 2025Q1: 43,881 shares; 2025Q2: 43,205 shares; 2025Q3: 47,690 shares; 2025Q4: 43,793 shares; 2026Q1: 41,994 shares; 2026Q2: 40,840 shares 40,840 $983K 0.05% -1,154 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: 18,540 shares; 2026Q2: 19,258 shares 19,258 $970K 0.05% +718 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: 18,531 shares; 2024Q4: 18,257 shares; 2025Q1: 18,748 shares; 2025Q2: 20,892 shares; 2025Q3: 23,278 shares; 2025Q4: 19,911 shares; 2026Q1: 17,042 shares; 2026Q2: 16,962 shares 16,962 $967K 0.05% -80 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 661 shares; 2026Q1: 7,096 shares; 2026Q2: 24,024 shares 24,024 $963K 0.05% +16,928 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,612 shares; 2025Q1: 15,899 shares; 2025Q2: 17,866 shares; 2025Q3: 17,866 shares; 2025Q4: 17,866 shares; 2026Q1: 18,805 shares; 2026Q2: 18,655 shares 18,655 $952K 0.05% -150 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,610 shares; 2026Q2: 22,792 shares 22,792 $944K 0.05% +16,182 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: 15,831 shares; 2024Q4: 16,088 shares; 2025Q1: 17,204 shares; 2025Q2: 16,606 shares; 2025Q3: 9,102 shares; 2025Q4: 3,824 shares; 2026Q1: 3,710 shares; 2026Q2: 3,710 shares 3,710 $936K 0.05% 0 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: 43,997 shares; 2025Q2: 40,300 shares; 2025Q3: 39,875 shares; 2025Q4: 40,847 shares; 2026Q1: 35,090 shares; 2026Q2: 21,532 shares 21,532 $928K 0.05% -13,558 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,237 shares; 2024Q4: 6,171 shares; 2025Q1: 6,141 shares; 2025Q2: 6,123 shares; 2025Q3: 5,950 shares; 2025Q4: 5,950 shares; 2026Q1: 5,951 shares; 2026Q2: 5,978 shares 5,978 $910K 0.05% +27 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: 20,305 shares; 2024Q4: 20,323 shares; 2025Q1: 20,555 shares; 2025Q2: 20,573 shares; 2025Q3: 20,588 shares; 2025Q4: 20,558 shares; 2026Q1: 20,571 shares; 2026Q2: 21,513 shares 21,513 $908K 0.05% +942 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: 17,735 shares 17,735 $892K 0.04% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,920 shares; 2024Q4: 4,116 shares; 2025Q1: 4,408 shares; 2025Q2: 3,947 shares; 2025Q3: 4,928 shares; 2025Q4: 4,551 shares; 2026Q1: 4,077 shares; 2026Q2: 4,058 shares 4,058 $879K 0.04% -19 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 4,572 shares; 2025Q4: 28,664 shares; 2026Q1: 28,664 shares; 2026Q2: 29,781 shares 29,781 $872K 0.04% +1,117 Timeline IDEV 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: 1,228 shares; 2025Q2: 51,154 shares; 2025Q3: 45,031 shares; 2025Q4: 45,168 shares; 2026Q1: 10,083 shares; 2026Q2: 9,783 shares 9,783 $871K 0.04% -300 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,850 shares; 2024Q4: 13,680 shares; 2025Q1: 12,743 shares; 2025Q2: 12,483 shares; 2025Q3: 12,435 shares; 2025Q4: 12,091 shares; 2026Q1: 11,112 shares; 2026Q2: 11,450 shares 11,450 $866K 0.04% +338 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,770 shares; 2024Q4: 67,012 shares; 2025Q1: 61,990 shares; 2025Q2: 61,235 shares; 2025Q3: 61,712 shares; 2025Q4: 61,428 shares; 2026Q1: 61,720 shares; 2026Q2: 61,920 shares 61,920 $861K 0.04% +200 Timeline DFEV 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: 25,715 shares; 2024Q4: 25,335 shares; 2025Q1: 20,335 shares; 2025Q2: 20,335 shares; 2025Q3: 20,335 shares; 2025Q4: 20,335 shares; 2026Q1: 20,335 shares; 2026Q2: 20,046 shares 20,046 $855K 0.04% -289 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: 22,803 shares; 2026Q2: 26,795 shares 26,795 $852K 0.04% +3,992 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: 22,670 shares 22,670 $830K 0.04% 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: 10,616 shares; 2024Q4: 9,940 shares; 2025Q1: 10,003 shares; 2025Q2: 8,685 shares; 2025Q3: 13,568 shares; 2025Q4: 8,622 shares; 2026Q1: 8,518 shares; 2026Q2: 8,600 shares 8,600 $829K 0.04% +82 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: 943 shares; 2024Q4: 1,033 shares; 2025Q1: 1,033 shares; 2025Q2: 1,113 shares; 2025Q3: 1,113 shares; 2025Q4: 1,333 shares; 2026Q1: 24,490 shares; 2026Q2: 10,784 shares 10,784 $825K 0.04% -13,706 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: 4,605 shares; 2024Q4: 4,538 shares; 2025Q1: 4,761 shares; 2025Q2: 4,802 shares; 2025Q3: 4,556 shares; 2025Q4: 4,506 shares; 2026Q1: 4,389 shares; 2026Q2: 4,455 shares 4,455 $806K 0.04% +66 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: 2,506 shares; 2024Q4: 2,502 shares; 2025Q1: 2,507 shares; 2025Q2: 2,506 shares; 2025Q3: 2,509 shares; 2025Q4: 2,540 shares; 2026Q1: 2,545 shares; 2026Q2: 2,562 shares 2,562 $806K 0.04% +17 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: 592 shares; 2024Q4: 1,908 shares; 2025Q1: 1,867 shares; 2025Q2: 2,811 shares; 2025Q3: 2,678 shares; 2025Q4: 2,678 shares; 2026Q1: 2,459 shares; 2026Q2: 2,684 shares 2,684 $802K 0.04% +225 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: 19,161 shares; 2024Q4: 31,310 shares; 2025Q1: 32,272 shares; 2025Q2: 32,541 shares; 2025Q3: 33,885 shares; 2025Q4: 32,788 shares; 2026Q1: 34,721 shares; 2026Q2: 34,453 shares 34,453 $797K 0.04% -268 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,014 shares; 2024Q4: 1,356 shares; 2025Q1: 2,065 shares; 2025Q2: 1,927 shares; 2025Q3: 1,774 shares; 2025Q4: 1,955 shares; 2026Q1: 1,924 shares; 2026Q2: 1,862 shares 1,862 $783K 0.04% -62 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: 6,048 shares; 2024Q4: 3,543 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 8,036 shares; 2025Q4: 9,416 shares; 2026Q1: 9,416 shares; 2026Q2: 9,451 shares 9,451 $781K 0.04% +35 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: 832 shares; 2024Q4: 853 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 853 shares; 2026Q1: 853 shares; 2026Q2: 6,520 shares 6,520 $779K 0.04% +5,667 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: 5,013 shares; 2024Q4: 4,909 shares; 2025Q1: 5,087 shares; 2025Q2: 5,054 shares; 2025Q3: 4,922 shares; 2025Q4: 4,922 shares; 2026Q1: 4,875 shares; 2026Q2: 4,893 shares 4,893 $767K 0.04% +18 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: 5,068 shares; 2024Q4: 5,156 shares; 2025Q1: 5,140 shares; 2025Q2: 5,116 shares; 2025Q3: 5,428 shares; 2025Q4: 5,837 shares; 2026Q1: 5,668 shares; 2026Q2: 5,928 shares 5,928 $750K 0.04% +260 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: 3,412 shares; 2024Q4: 3,413 shares; 2025Q1: 3,560 shares; 2025Q2: 3,458 shares; 2025Q3: 3,495 shares; 2025Q4: 3,245 shares; 2026Q1: 3,245 shares; 2026Q2: 3,385 shares 3,385 $749K 0.04% +140 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: 2,048 shares; 2024Q4: 2,059 shares; 2025Q1: 2,057 shares; 2025Q2: 2,043 shares; 2025Q3: 2,692 shares; 2025Q4: 2,564 shares; 2026Q1: 2,511 shares; 2026Q2: 2,375 shares 2,375 $744K 0.04% -136 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 45,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares; 2026Q2: 30,000 shares 30,000 $741K 0.04% -10,000 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: 12,669 shares; 2024Q4: 12,673 shares; 2025Q1: 12,704 shares; 2025Q2: 12,506 shares; 2025Q3: 12,505 shares; 2025Q4: 13,074 shares; 2026Q1: 12,325 shares; 2026Q2: 12,220 shares 12,220 $738K 0.04% -105 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,402 shares; 2024Q4: 11,621 shares; 2025Q1: 11,099 shares; 2025Q2: 14,882 shares; 2025Q3: 14,894 shares; 2025Q4: 14,567 shares; 2026Q1: 15,456 shares; 2026Q2: 15,205 shares 15,205 $736K 0.04% -251 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: 1,561 shares; 2024Q4: 1,443 shares; 2025Q1: 1,592 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,958 shares; 2026Q1: 1,965 shares; 2026Q2: 2,143 shares 2,143 $725K 0.04% +178 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: 3,095 shares; 2024Q4: 3,134 shares; 2025Q1: 3,426 shares; 2025Q2: 3,190 shares; 2025Q3: 4,391 shares; 2025Q4: 4,065 shares; 2026Q1: 3,902 shares; 2026Q2: 3,772 shares 3,772 $716K 0.04% -130 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 1,209 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 1,757 shares; 2026Q1: 2,319 shares; 2026Q2: 2,319 shares 2,319 $710K 0.04% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 6,200 shares 6,200 $700K 0.03% 0 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: 3,862 shares; 2024Q4: 3,862 shares; 2025Q1: 15,503 shares; 2025Q2: 13,004 shares; 2025Q3: 14,438 shares; 2025Q4: 14,124 shares; 2026Q1: 8,998 shares; 2026Q2: 9,158 shares 9,158 $692K 0.03% +160 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,193 shares; 2024Q4: 4,199 shares; 2025Q1: 4,211 shares; 2025Q2: 4,738 shares; 2025Q3: 4,743 shares; 2025Q4: 4,687 shares; 2026Q1: 4,807 shares; 2026Q2: 4,719 shares 4,719 $682K 0.03% -88 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: 8,517 shares; 2024Q4: 8,500 shares; 2025Q1: 8,562 shares; 2025Q2: 8,499 shares; 2025Q3: 8,351 shares; 2025Q4: 8,346 shares; 2026Q1: 8,136 shares; 2026Q2: 8,045 shares 8,045 $668K 0.03% -91 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: 859 shares; 2024Q4: 659 shares; 2025Q1: 662 shares; 2025Q2: 637 shares; 2025Q3: 2,653 shares; 2025Q4: 2,771 shares; 2026Q1: 2,767 shares; 2026Q2: 2,783 shares 2,783 $665K 0.03% +16 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,548 shares; 2024Q4: 4,644 shares; 2025Q1: 6,690 shares; 2025Q2: 4,493 shares; 2025Q3: 4,493 shares; 2025Q4: 5,961 shares; 2026Q1: 6,051 shares; 2026Q2: 20,885 shares 20,885 $662K 0.03% +14,834 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: 4,060 shares; 2024Q4: 4,562 shares; 2025Q1: 4,910 shares; 2025Q2: 4,374 shares; 2025Q3: 4,978 shares; 2025Q4: 4,468 shares; 2026Q1: 4,439 shares; 2026Q2: 4,496 shares 4,496 $629K 0.03% +57 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: 2,027 shares; 2024Q4: 2,017 shares; 2025Q1: 2,098 shares; 2025Q2: 2,028 shares; 2025Q3: 2,443 shares; 2025Q4: 2,494 shares; 2026Q1: 2,480 shares; 2026Q2: 2,487 shares 2,487 $618K 0.03% +7 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,198 shares; 2026Q1: 1,187 shares; 2026Q2: 1,186 shares 1,186 $604K 0.03% -1 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,792 shares; 2024Q4: 10,237 shares; 2025Q1: 10,256 shares; 2025Q2: 10,157 shares; 2025Q3: 10,279 shares; 2025Q4: 10,442 shares; 2026Q1: 10,377 shares; 2026Q2: 10,365 shares 10,365 $584K 0.03% -12 Timeline VCSH 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: 18,425 shares; 2024Q4: 8,073 shares; 2025Q1: 7,360 shares; 2025Q2: 7,360 shares; 2025Q3: 7,360 shares; 2025Q4: 7,360 shares; 2026Q1: 7,360 shares; 2026Q2: 7,360 shares 7,360 $582K 0.03% 0 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: 17,463 shares; 2024Q4: 18,072 shares; 2025Q1: 22,983 shares; 2025Q2: 22,735 shares; 2025Q3: 27,140 shares; 2025Q4: 15,097 shares; 2026Q1: 13,351 shares; 2026Q2: 13,282 shares 13,282 $562K 0.03% -69 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: 7,879 shares; 2024Q4: 4,792 shares; 2025Q1: 4,400 shares; 2025Q2: 3,006 shares; 2025Q3: 3,443 shares; 2025Q4: 3,824 shares; 2026Q1: 3,833 shares; 2026Q2: 3,906 shares 3,906 $545K 0.03% +73 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: 674 shares; 2024Q4: 678 shares; 2025Q1: 677 shares; 2025Q2: 615 shares; 2025Q3: 3,700 shares; 2025Q4: 2,610 shares; 2026Q1: 2,571 shares; 2026Q2: 2,607 shares 2,607 $545K 0.03% +36 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,088 shares; 2024Q4: 4,929 shares; 2025Q1: 4,355 shares; 2025Q2: 4,378 shares; 2025Q3: 6,952 shares; 2025Q4: 6,928 shares; 2026Q1: 6,715 shares; 2026Q2: 6,397 shares 6,397 $536K 0.03% -318 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,430 shares; 2024Q4: 7,785 shares; 2025Q1: 7,698 shares; 2025Q2: 7,682 shares; 2025Q3: 7,616 shares; 2025Q4: 7,538 shares; 2026Q1: 7,519 shares; 2026Q2: 8,126 shares 8,126 $526K 0.03% +607 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: 127 shares; 2024Q4: 127 shares; 2025Q1: 141 shares; 2025Q2: 344 shares; 2025Q3: 2,861 shares; 2025Q4: 2,660 shares; 2026Q1: 2,625 shares; 2026Q2: 2,608 shares 2,608 $523K 0.03% -17 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,939 shares; 2024Q4: 2,939 shares; 2025Q1: 2,939 shares; 2025Q2: 3,133 shares; 2025Q3: 3,168 shares; 2025Q4: 3,168 shares; 2026Q1: 3,168 shares; 2026Q2: 3,168 shares 3,168 $521K 0.03% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,256 shares; 2024Q4: 11,070 shares; 2025Q1: 10,616 shares; 2025Q2: 10,856 shares; 2025Q3: 7,979 shares; 2025Q4: 6,345 shares; 2026Q1: 6,406 shares; 2026Q2: 6,059 shares 6,059 $501K 0.02% -347 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: 11,554 shares; 2024Q4: 11,554 shares; 2025Q1: 11,554 shares; 2025Q2: 10,054 shares; 2025Q3: 9,027 shares; 2025Q4: 9,027 shares; 2026Q1: 9,027 shares; 2026Q2: 9,027 shares 9,027 $493K 0.02% 0 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: 8,717 shares; 2024Q4: 6,187 shares; 2025Q1: 5,988 shares; 2025Q2: 4,820 shares; 2025Q3: 3,682 shares; 2025Q4: 3,329 shares; 2026Q1: 2,933 shares; 2026Q2: 4,140 shares 4,140 $493K 0.02% +1,207 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,327 shares; 2024Q4: 4,340 shares; 2025Q1: 4,252 shares; 2025Q2: 4,454 shares; 2025Q3: 4,542 shares; 2025Q4: 5,852 shares; 2026Q1: 5,398 shares; 2026Q2: 4,949 shares 4,949 $483K 0.02% -449 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: 6,040 shares; 2024Q4: 6,040 shares; 2025Q1: 6,052 shares; 2025Q2: 6,034 shares; 2025Q3: 6,034 shares; 2025Q4: 6,200 shares; 2026Q1: 6,106 shares; 2026Q2: 6,117 shares 6,117 $482K 0.02% +11 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,814 shares; 2024Q4: 19,964 shares; 2025Q1: 19,515 shares; 2025Q2: 15,167 shares; 2025Q3: 11,167 shares; 2025Q4: 11,269 shares; 2026Q1: 11,279 shares; 2026Q2: 10,394 shares 10,394 $478K 0.02% -885 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: 2,497 shares; 2026Q2: 2,497 shares 2,497 $473K 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: 3,802 shares; 2024Q4: 2,725 shares; 2025Q1: 2,670 shares; 2025Q2: 2,637 shares; 2025Q3: 2,635 shares; 2025Q4: 2,251 shares; 2026Q1: 2,126 shares; 2026Q2: 2,125 shares 2,125 $469K 0.02% -1 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: 1,477 shares; 2024Q4: 1,393 shares; 2025Q1: 1,648 shares; 2025Q2: 824 shares; 2025Q3: 789 shares; 2025Q4: 922 shares; 2026Q1: 1,257 shares; 2026Q2: 1,238 shares 1,238 $463K 0.02% -19 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: 773 shares; 2024Q4: 773 shares; 2025Q1: 774 shares; 2025Q2: 772 shares; 2025Q3: 1,182 shares; 2025Q4: 1,055 shares; 2026Q1: 930 shares; 2026Q2: 896 shares 896 $460K 0.02% -34 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,431 shares; 2024Q4: 6,804 shares; 2025Q1: 7,883 shares; 2025Q2: 7,664 shares; 2025Q3: 7,749 shares; 2025Q4: 8,385 shares; 2026Q1: 8,413 shares; 2026Q2: 2,095 shares 2,095 $460K 0.02% -6,318 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: 4,072 shares; 2024Q4: 4,426 shares; 2025Q1: 4,016 shares; 2025Q2: 3,996 shares; 2025Q3: 4,084 shares; 2025Q4: 4,225 shares; 2026Q1: 4,228 shares; 2026Q2: 4,276 shares 4,276 $460K 0.02% +48 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,747 shares; 2024Q4: 32,747 shares; 2025Q1: 32,747 shares; 2025Q2: 32,747 shares; 2025Q3: 32,747 shares; 2025Q4: 32,747 shares; 2026Q1: 32,747 shares; 2026Q2: 32,747 shares 32,747 $457K 0.02% 0 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,967 shares; 2024Q4: 10,181 shares; 2025Q1: 9,036 shares; 2025Q2: 8,752 shares; 2025Q3: 8,760 shares; 2025Q4: 8,555 shares; 2026Q1: 8,124 shares; 2026Q2: 10,165 shares 10,165 $457K 0.02% +2,041 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,991 shares; 2024Q4: 10,991 shares; 2025Q1: 10,994 shares; 2025Q2: 10,993 shares; 2025Q3: 10,991 shares; 2025Q4: 11,070 shares; 2026Q1: 11,062 shares; 2026Q2: 11,157 shares 11,157 $457K 0.02% +95 Timeline VIGI 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: 5,142 shares; 2024Q4: 4,814 shares; 2025Q1: 4,814 shares; 2025Q2: 4,814 shares; 2025Q3: 4,814 shares; 2025Q4: 4,814 shares; 2026Q1: 4,814 shares; 2026Q2: 4,814 shares 4,814 $450K 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: 1,030 shares; 2025Q1: 1,010 shares; 2025Q2: 942 shares; 2025Q3: 837 shares; 2025Q4: 1,056 shares; 2026Q1: 1,035 shares; 2026Q2: 1,019 shares 1,019 $442K 0.02% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,450 shares; 2025Q4: 10,450 shares; 2026Q1: 10,450 shares; 2026Q2: 10,450 shares 10,450 $437K 0.02% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,306 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,122 shares; 2025Q3: 4,739 shares; 2025Q4: 9,549 shares; 2026Q1: 9,479 shares; 2026Q2: 9,480 shares 9,480 $430K 0.02% +1 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: 4,388 shares; 2024Q4: 4,588 shares; 2025Q1: 4,809 shares; 2025Q2: 4,257 shares; 2025Q3: 7,195 shares; 2025Q4: 6,618 shares; 2026Q1: 5,165 shares; 2026Q2: 4,813 shares 4,813 $422K 0.02% -352 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568 shares; 2024Q4: 532 shares; 2025Q1: 536 shares; 2025Q2: 557 shares; 2025Q3: 607 shares; 2025Q4: 654 shares; 2026Q1: 2,668 shares; 2026Q2: 1,618 shares 1,618 $421K 0.02% -1,050 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,500 shares; 2024Q4: 10,750 shares; 2025Q1: 11,750 shares; 2025Q2: 12,750 shares; 2025Q3: 12,750 shares; 2025Q4: 12,750 shares; 2026Q1: 10,250 shares; 2026Q2: 10,250 shares 10,250 $421K 0.02% 0 Timeline LMUB 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: 4,474 shares; 2026Q2: 8,108 shares 8,108 $415K 0.02% +3,634 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,994 shares; 2024Q4: 3,227 shares; 2025Q1: 3,421 shares; 2025Q2: 3,402 shares; 2025Q3: 3,402 shares; 2025Q4: 3,402 shares; 2026Q1: 3,402 shares; 2026Q2: 3,417 shares 3,417 $415K 0.02% +15 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,635 shares; 2024Q4: 6,635 shares; 2025Q1: 6,473 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,118 shares; 2026Q1: 6,118 shares; 2026Q2: 6,118 shares 6,118 $414K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,148 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 1,184 shares; 2026Q1: 1,161 shares; 2026Q2: 1,162 shares 1,162 $412K 0.02% +1 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 407 shares; 2026Q1: 1,380 shares; 2026Q2: 1,380 shares 1,380 $401K 0.02% 0 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,533 shares; 2024Q4: 13,612 shares; 2025Q1: 14,212 shares; 2025Q2: 14,226 shares; 2025Q3: 14,117 shares; 2025Q4: 13,787 shares; 2026Q1: 13,349 shares; 2026Q2: 14,147 shares 14,147 $394K 0.02% +798 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 1,121 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 1,180 shares; 2026Q1: 1,188 shares; 2026Q2: 1,192 shares 1,192 $394K 0.02% +4 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: 7,382 shares; 2024Q4: 7,421 shares; 2025Q1: 7,382 shares; 2025Q2: 7,309 shares; 2025Q3: 7,309 shares; 2025Q4: 7,309 shares; 2026Q1: 7,309 shares; 2026Q2: 7,309 shares 7,309 $392K 0.02% 0 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: 19,321 shares; 2024Q4: 18,117 shares; 2025Q1: 17,180 shares; 2025Q2: 17,445 shares; 2025Q3: 20,286 shares; 2025Q4: 16,532 shares; 2026Q1: 16,860 shares; 2026Q2: 15,781 shares 15,781 $387K 0.02% -1,079 Timeline IWX 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: 1,077 shares; 2026Q1: 3,676 shares; 2026Q2: 3,676 shares 3,676 $387K 0.02% 0 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: 522 shares; 2024Q4: 512 shares; 2025Q1: 544 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 5,646 shares; 2026Q1: 5,492 shares; 2026Q2: 5,389 shares 5,389 $385K 0.02% -103 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: 1,918 shares; 2024Q4: 3,207 shares; 2025Q1: 5,766 shares; 2025Q2: 5,721 shares; 2025Q3: 6,442 shares; 2025Q4: 6,390 shares; 2026Q1: 15,746 shares; 2026Q2: 7,218 shares 7,218 $378K 0.02% -8,528 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138 shares; 2024Q4: 5,282 shares; 2025Q1: 3,887 shares; 2025Q2: 4,530 shares; 2025Q3: 4,546 shares; 2025Q4: 3,752 shares; 2026Q1: 3,275 shares; 2026Q2: 3,232 shares 3,232 $372K 0.02% -43 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: 1,709 shares; 2024Q4: 1,710 shares; 2025Q1: 1,693 shares; 2025Q2: 1,694 shares; 2025Q3: 1,695 shares; 2025Q4: 1,755 shares; 2026Q1: 1,618 shares; 2026Q2: 1,639 shares 1,639 $367K 0.02% +21 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: 935 shares; 2024Q4: 899 shares; 2025Q1: 992 shares; 2025Q2: 1,037 shares; 2025Q3: 1,070 shares; 2025Q4: 1,159 shares; 2026Q1: 1,075 shares; 2026Q2: 1,004 shares 1,004 $364K 0.02% -71 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,177 shares; 2024Q4: 1,920 shares; 2025Q1: 2,719 shares; 2025Q2: 2,740 shares; 2025Q3: 2,761 shares; 2025Q4: 2,740 shares; 2026Q1: 2,739 shares; 2026Q2: 13,239 shares 13,239 $363K 0.02% +10,500 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 579 shares; 2025Q1: 531 shares; 2025Q2: 3,771 shares; 2025Q3: 6,381 shares; 2025Q4: 6,537 shares; 2026Q1: 7,348 shares; 2026Q2: 7,393 shares 7,393 $359K 0.02% +45 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,190 shares; 2024Q4: 6,620 shares; 2025Q1: 3,874 shares; 2025Q2: 2,505 shares; 2025Q3: 2,613 shares; 2025Q4: 2,518 shares; 2026Q1: 2,523 shares; 2026Q2: 6,335 shares 6,335 $358K 0.02% +3,812 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: 2,961 shares; 2024Q4: 10,109 shares; 2025Q1: 9,935 shares; 2025Q2: 9,969 shares; 2025Q3: 10,347 shares; 2025Q4: 10,399 shares; 2026Q1: 10,450 shares; 2026Q2: 10,208 shares 10,208 $355K 0.02% -242 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: 6,055 shares; 2024Q4: 6,768 shares; 2025Q1: 4,172 shares; 2025Q2: 4,170 shares; 2025Q3: 4,190 shares; 2025Q4: 4,333 shares; 2026Q1: 4,254 shares; 2026Q2: 3,008 shares 3,008 $351K 0.02% -1,246 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: 2,499 shares; 2024Q4: 2,320 shares; 2025Q1: 2,207 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 2,340 shares; 2026Q1: 2,267 shares; 2026Q2: 2,393 shares 2,393 $351K 0.02% +126 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,886 shares; 2024Q4: 3,893 shares; 2025Q1: 4,072 shares; 2025Q2: 3,906 shares; 2025Q3: 3,912 shares; 2025Q4: 3,965 shares; 2026Q1: 3,970 shares; 2026Q2: 3,976 shares 3,976 $349K 0.02% +6 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares; 2025Q4: 3,398 shares; 2026Q1: 3,398 shares; 2026Q2: 3,398 shares 3,398 $348K 0.02% 0 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: 1,391 shares; 2024Q4: 1,331 shares; 2025Q1: 1,313 shares; 2025Q2: 1,231 shares; 2025Q3: 1,542 shares; 2025Q4: 1,342 shares; 2026Q1: 1,302 shares; 2026Q2: 1,269 shares 1,269 $345K 0.02% -33 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: 364 shares; 2024Q4: 365 shares; 2025Q1: 579 shares; 2025Q2: 1,580 shares; 2025Q3: 1,528 shares; 2025Q4: 1,690 shares; 2026Q1: 1,612 shares; 2026Q2: 1,548 shares 1,548 $345K 0.02% -64 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: 750 shares; 2024Q4: 701 shares; 2025Q1: 702 shares; 2025Q2: 670 shares; 2025Q3: 672 shares; 2025Q4: 688 shares; 2026Q1: 690 shares; 2026Q2: 691 shares 691 $342K 0.02% +1 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: 17,163 shares; 2024Q4: 2,950 shares; 2025Q1: 2,417 shares; 2025Q2: 1,397 shares; 2025Q3: 1,050 shares; 2025Q4: 1,053 shares; 2026Q1: 1,055 shares; 2026Q2: 975 shares 975 $335K 0.02% -80 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: 3,499 shares; 2024Q4: 801 shares; 2025Q1: 763 shares; 2025Q2: 960 shares; 2025Q3: 1,048 shares; 2025Q4: 797 shares; 2026Q1: 773 shares; 2026Q2: 802 shares 802 $333K 0.02% +29 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,501 shares; 2024Q4: 2,501 shares; 2025Q1: 2,501 shares; 2025Q2: 3,701 shares; 2025Q3: 3,701 shares; 2025Q4: 3,701 shares; 2026Q1: 3,701 shares; 2026Q2: 3,729 shares 3,729 $331K 0.02% +28 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,896 shares; 2024Q4: 6,896 shares; 2025Q1: 6,896 shares; 2025Q2: 6,896 shares; 2025Q3: 6,896 shares; 2025Q4: 6,896 shares; 2026Q1: 6,896 shares; 2026Q2: 6,896 shares 6,896 $331K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478 shares; 2024Q4: 491 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 453 shares; 2026Q1: 431 shares; 2026Q2: 431 shares 431 $329K 0.02% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,947 shares; 2025Q2: 2,188 shares; 2025Q3: 2,245 shares; 2025Q4: 2,245 shares; 2026Q1: 2,245 shares; 2026Q2: 2,245 shares 2,245 $328K 0.02% 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: 5,357 shares; 2024Q4: 5,357 shares; 2025Q1: 5,405 shares; 2025Q2: 5,483 shares; 2025Q3: 4,199 shares; 2025Q4: 4,323 shares; 2026Q1: 4,235 shares; 2026Q2: 2,782 shares 2,782 $327K 0.02% -1,453 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,383 shares; 2024Q4: 2,488 shares; 2025Q1: 3,948 shares; 2025Q2: 4,434 shares; 2025Q3: 6,234 shares; 2025Q4: 5,197 shares; 2026Q1: 5,154 shares; 2026Q2: 4,172 shares 4,172 $327K 0.02% -982 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 1,900 shares 1,900 $325K 0.02% new 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: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 967 shares; 2025Q2: 957 shares; 2025Q3: 958 shares; 2025Q4: 986 shares; 2026Q1: 966 shares; 2026Q2: 974 shares 974 $323K 0.02% +8 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: 14,235 shares; 2024Q4: 13,683 shares; 2025Q1: 11,953 shares; 2025Q2: 7,977 shares; 2025Q3: 10,127 shares; 2025Q4: 8,156 shares; 2026Q1: 7,926 shares; 2026Q2: 7,819 shares 7,819 $321K 0.02% -107 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: 964 shares; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 1,003 shares; 2026Q1: 896 shares; 2026Q2: 914 shares 914 $315K 0.02% +18 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,337 shares; 2024Q4: 3,353 shares; 2025Q1: 3,360 shares; 2025Q2: 3,370 shares; 2025Q3: 3,265 shares; 2025Q4: 3,279 shares; 2026Q1: 2,766 shares; 2026Q2: 2,776 shares 2,776 $314K 0.02% +10 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: 298 shares; 2024Q4: 810 shares; 2025Q1: 1,348 shares; 2025Q2: 821 shares; 2025Q3: 950 shares; 2025Q4: 1,398 shares; 2026Q1: 1,235 shares; 2026Q2: 1,222 shares 1,222 $312K 0.02% -13 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: 386 shares; 2024Q4: 387 shares; 2025Q1: 406 shares; 2025Q2: 265 shares; 2025Q3: 270 shares; 2025Q4: 499 shares; 2026Q1: 477 shares; 2026Q2: 535 shares 535 $311K 0.02% +58 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,987 shares; 2024Q4: 5,916 shares; 2025Q1: 5,938 shares; 2025Q2: 5,938 shares; 2025Q3: 6,014 shares; 2025Q4: 6,208 shares; 2026Q1: 5,936 shares; 2026Q2: 6,579 shares 6,579 $307K 0.02% +643 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,825 shares; 2024Q4: 2,793 shares; 2025Q1: 2,829 shares; 2025Q2: 2,848 shares; 2025Q3: 2,838 shares; 2025Q4: 2,749 shares; 2026Q1: 2,757 shares; 2026Q2: 2,771 shares 2,771 $304K 0.02% +14 Timeline VGIT 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: 5,647 shares; 2024Q4: 5,194 shares; 2025Q1: 10,573 shares; 2025Q2: 8,411 shares; 2025Q3: 5,148 shares; 2025Q4: 5,148 shares; 2026Q1: 5,148 shares; 2026Q2: 5,148 shares 5,148 $304K 0.02% 0 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: 2,796 shares; 2024Q4: 2,805 shares; 2025Q1: 4,620 shares; 2025Q2: 4,308 shares; 2025Q3: 4,349 shares; 2025Q4: 5,269 shares; 2026Q1: 5,094 shares; 2026Q2: 4,875 shares 4,875 $296K 0.01% -219 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,325 shares; 2024Q4: 2,947 shares; 2025Q1: 2,914 shares; 2025Q2: 2,867 shares; 2025Q3: 2,886 shares; 2025Q4: 2,413 shares; 2026Q1: 2,431 shares; 2026Q2: 2,440 shares 2,440 $296K 0.01% +9 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: 333 shares; 2024Q4: 289 shares; 2025Q1: 297 shares; 2025Q2: 345 shares; 2025Q3: 301 shares; 2025Q4: 375 shares; 2026Q1: 392 shares; 2026Q2: 409 shares 409 $296K 0.01% +17 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: 2,650 shares; 2024Q4: 2,128 shares; 2025Q1: 1,916 shares; 2025Q2: 1,916 shares; 2025Q3: 1,916 shares; 2025Q4: 1,916 shares; 2026Q1: 1,916 shares; 2026Q2: 1,916 shares 1,916 $296K 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: 372 shares; 2024Q4: 341 shares; 2025Q1: 331 shares; 2025Q2: 599 shares; 2025Q3: 817 shares; 2025Q4: 606 shares; 2026Q1: 590 shares; 2026Q2: 580 shares 580 $295K 0.01% -10 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: 1,489 shares; 2024Q4: 1,448 shares; 2025Q1: 1,453 shares; 2025Q2: 1,691 shares; 2025Q3: 1,453 shares; 2025Q4: 1,625 shares; 2026Q1: 1,542 shares; 2026Q2: 1,595 shares 1,595 $295K 0.01% +53 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 5,126 shares; 2025Q3: 5,126 shares; 2025Q4: 5,126 shares; 2026Q1: 4,326 shares; 2026Q2: 3,790 shares 3,790 $294K 0.01% -536 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 822 shares; 2024Q4: 828 shares; 2025Q1: 830 shares; 2025Q2: 837 shares; 2025Q3: 4,811 shares; 2025Q4: 3,457 shares; 2026Q1: 3,450 shares; 2026Q2: 3,723 shares 3,723 $289K 0.01% +273 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: 3,658 shares; 2024Q4: 4,090 shares; 2025Q1: 5,267 shares; 2025Q2: 5,316 shares; 2025Q3: 4,972 shares; 2025Q4: 4,627 shares; 2026Q1: 5,184 shares; 2026Q2: 6,089 shares 6,089 $289K 0.01% +905 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: 2,034 shares; 2024Q4: 2,035 shares; 2025Q1: 2,041 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 2,309 shares; 2026Q1: 2,321 shares; 2026Q2: 2,272 shares 2,272 $287K 0.01% -49 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: 4,161 shares; 2024Q4: 3,857 shares; 2025Q1: 5,522 shares; 2025Q2: 4,984 shares; 2025Q3: 3,519 shares; 2025Q4: 3,333 shares; 2026Q1: 2,741 shares; 2026Q2: 2,759 shares 2,759 $285K 0.01% +18 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,026 shares; 2024Q4: 3,026 shares; 2025Q1: 3,737 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares; 2025Q4: 4,212 shares; 2026Q1: 4,319 shares; 2026Q2: 5,553 shares 5,553 $279K 0.01% +1,234 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,524 shares; 2024Q4: 5,484 shares; 2025Q1: 5,484 shares; 2025Q2: 5,484 shares; 2025Q3: 5,484 shares; 2025Q4: 5,484 shares; 2026Q1: 5,484 shares; 2026Q2: 5,484 shares 5,484 $278K 0.01% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 1,335 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,371 shares; 2026Q1: 1,378 shares; 2026Q2: 1,378 shares 1,378 $272K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,026 shares; 2024Q4: 1,043 shares; 2025Q1: 1,062 shares; 2025Q2: 1,085 shares; 2025Q3: 1,082 shares; 2025Q4: 1,112 shares; 2026Q1: 1,121 shares; 2026Q2: 1,093 shares 1,093 $260K 0.01% -28 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: 306 shares; 2024Q4: 282 shares; 2025Q1: 214 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 246 shares; 2026Q1: 220 shares; 2026Q2: 221 shares 221 $260K 0.01% +1 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: 3,976 shares; 2024Q4: 4,271 shares; 2025Q1: 4,365 shares; 2025Q2: 4,278 shares; 2025Q3: 3,976 shares; 2025Q4: 3,947 shares; 2026Q1: 3,551 shares; 2026Q2: 3,200 shares 3,200 $257K 0.01% -351 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 170 shares; 2025Q3: 3,815 shares; 2025Q4: 3,815 shares; 2026Q1: 3,815 shares; 2026Q2: 3,815 shares 3,815 $256K 0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $252K 0.01% 0 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: 1,923 shares; 2024Q4: 1,896 shares; 2025Q1: 1,789 shares; 2025Q2: 1,764 shares; 2025Q3: 2,661 shares; 2025Q4: 1,870 shares; 2026Q1: 1,906 shares; 2026Q2: 1,926 shares 1,926 $252K 0.01% +20 Timeline AVXC 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: 2,836 shares 2,836 $243K 0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,939 shares; 2024Q4: 4,939 shares; 2025Q1: 4,939 shares; 2025Q2: 4,941 shares; 2025Q3: 4,939 shares; 2025Q4: 5,022 shares; 2026Q1: 5,033 shares; 2026Q2: 5,042 shares 5,042 $238K 0.01% +9 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: 6,590 shares; 2024Q4: 6,597 shares; 2025Q1: 6,514 shares; 2025Q2: 6,510 shares; 2025Q3: 6,475 shares; 2025Q4: 6,496 shares; 2026Q1: 6,514 shares; 2026Q2: 6,777 shares 6,777 $236K 0.01% +263 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: not reported; 2026Q1: 2,333 shares; 2026Q2: 2,650 shares 2,650 $235K 0.01% +317 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: 2,515 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,464 shares; 2025Q3: 6,708 shares; 2025Q4: 4,962 shares; 2026Q1: 4,575 shares; 2026Q2: 4,579 shares 4,579 $233K 0.01% +4 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,101 shares; 2024Q4: 9,049 shares; 2025Q1: 9,369 shares; 2025Q2: 9,369 shares; 2025Q3: 9,369 shares; 2025Q4: 9,369 shares; 2026Q1: 9,369 shares; 2026Q2: 9,369 shares 9,369 $232K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 658 shares; 2024Q4: 687 shares; 2025Q1: 668 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 839 shares; 2026Q1: 736 shares; 2026Q2: 732 shares 732 $231K 0.01% -4 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: 3,271 shares; 2024Q4: 3,406 shares; 2025Q1: 3,868 shares; 2025Q2: 3,802 shares; 2025Q3: 3,904 shares; 2025Q4: 2,437 shares; 2026Q1: 2,294 shares; 2026Q2: 2,241 shares 2,241 $229K 0.01% -53 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: 1,491 shares; 2024Q4: 1,491 shares; 2025Q1: 1,825 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares; 2026Q1: 1,734 shares; 2026Q2: 1,734 shares 1,734 $228K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 2,827 shares; 2025Q1: 2,069 shares; 2025Q2: 1,655 shares; 2025Q3: 1,681 shares; 2025Q4: 1,681 shares; 2026Q1: 1,513 shares; 2026Q2: 1,513 shares 1,513 $227K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,043 shares; 2024Q4: 4,043 shares; 2025Q1: 3,673 shares; 2025Q2: 3,673 shares; 2025Q3: 3,673 shares; 2025Q4: 3,673 shares; 2026Q1: 3,673 shares; 2026Q2: 4,200 shares 4,200 $225K 0.01% +527 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: 715 shares; 2024Q4: 775 shares; 2025Q1: 1,114 shares; 2025Q2: 1,093 shares; 2025Q3: 1,495 shares; 2025Q4: 1,487 shares; 2026Q1: 1,487 shares; 2026Q2: 1,336 shares 1,336 $219K 0.01% -151 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,371 shares; 2024Q4: 2,015 shares; 2025Q1: 2,086 shares; 2025Q2: 2,094 shares; 2025Q3: 4,171 shares; 2025Q4: 4,273 shares; 2026Q1: 4,253 shares; 2026Q2: 4,564 shares 4,564 $217K 0.01% +311 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 889 shares; 2024Q4: 891 shares; 2025Q1: 873 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 890 shares; 2026Q1: 871 shares; 2026Q2: 812 shares 812 $212K 0.01% -59 Timeline DFSU 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: 4,713 shares; 2024Q4: 4,713 shares; 2025Q1: 4,713 shares; 2025Q2: 4,713 shares; 2025Q3: 4,713 shares; 2025Q4: 4,713 shares; 2026Q1: 4,517 shares; 2026Q2: 4,499 shares 4,499 $210K 0.01% -18 Timeline PHO 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: 4,771 shares; 2024Q4: 4,665 shares; 2025Q1: 4,464 shares; 2025Q2: 3,034 shares; 2025Q3: 3,034 shares; 2025Q4: 3,034 shares; 2026Q1: 3,035 shares; 2026Q2: 3,035 shares 3,035 $210K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 639 shares; 2024Q4: 710 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 889 shares; 2025Q4: 1,778 shares; 2026Q1: 1,778 shares; 2026Q2: 1,778 shares 1,778 $209K 0.01% 0 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: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares; 2026Q2: 1,110 shares 1,110 $206K 0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,877 shares; 2024Q4: 5,882 shares; 2025Q1: 5,882 shares; 2025Q2: 5,903 shares; 2025Q3: 5,886 shares; 2025Q4: 5,932 shares; 2026Q1: 5,923 shares; 2026Q2: 5,944 shares 5,944 $205K 0.01% +21 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,093 shares; 2024Q4: 6,644 shares; 2025Q1: 6,729 shares; 2025Q2: 6,729 shares; 2025Q3: 6,729 shares; 2025Q4: 6,644 shares; 2026Q1: 4,758 shares; 2026Q2: 5,005 shares 5,005 $204K 0.01% +247 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP 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: 13,896 shares; 2025Q3: 13,896 shares; 2025Q4: 13,896 shares; 2026Q1: 13,896 shares; 2026Q2: 13,896 shares 13,896 $203K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,949 shares; 2024Q4: 2,835 shares; 2025Q1: 3,078 shares; 2025Q2: 3,290 shares; 2025Q3: 3,448 shares; 2025Q4: 3,627 shares; 2026Q1: 3,282 shares; 2026Q2: 2,822 shares 2,822 $203K 0.01% -460 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: 419 shares; 2024Q4: 532 shares; 2025Q1: 184 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 199 shares; 2026Q1: 207 shares; 2026Q2: 209 shares 209 $202K 0.01% +2 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 4,759 shares; 2025Q1: 2,759 shares; 2025Q2: 2,759 shares; 2025Q3: 1,977 shares; 2025Q4: 1,976 shares; 2026Q1: 1,976 shares; 2026Q2: 1,976 shares 1,976 $200K 0.01% 0 Timeline SHYM 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: 7,997 shares; 2024Q4: 11,402 shares; 2025Q1: 11,435 shares; 2025Q2: 6,787 shares; 2025Q3: 8,869 shares; 2025Q4: 8,869 shares; 2026Q1: 8,869 shares; 2026Q2: 8,869 shares 8,869 $199K 0.01% 0 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: 8,554 shares; 2024Q4: 9,524 shares; 2025Q1: 9,360 shares; 2025Q2: 10,198 shares; 2025Q3: 11,719 shares; 2025Q4: 11,737 shares; 2026Q1: 12,014 shares; 2026Q2: 8,560 shares 8,560 $198K 0.01% -3,454 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: 257 shares; 2024Q4: 294 shares; 2025Q1: 299 shares; 2025Q2: 308 shares; 2025Q3: 1,616 shares; 2025Q4: 619 shares; 2026Q1: 577 shares; 2026Q2: 580 shares 580 $198K 0.01% +3 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: 508 shares; 2024Q4: 508 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 1,958 shares; 2025Q4: 1,832 shares; 2026Q1: 1,832 shares; 2026Q2: 1,832 shares 1,832 $196K 0.01% 0 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: 178 shares; 2024Q4: 178 shares; 2025Q1: 193 shares; 2025Q2: 201 shares; 2025Q3: 207 shares; 2025Q4: 293 shares; 2026Q1: 305 shares; 2026Q2: 307 shares 307 $196K 0.01% +2 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,217 shares; 2024Q4: 62,257 shares; 2025Q1: 23,881 shares; 2025Q2: 22,084 shares; 2025Q3: 9,518 shares; 2025Q4: 9,028 shares; 2026Q1: 3,571 shares; 2026Q2: 2,582 shares 2,582 $195K 0.01% -989 Timeline VTHR 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: 575 shares; 2024Q4: 577 shares; 2025Q1: 579 shares; 2025Q2: 581 shares; 2025Q3: 582 shares; 2025Q4: 584 shares; 2026Q1: 586 shares; 2026Q2: 587 shares 587 $195K 0.01% +1 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 495 shares; 2025Q2: 2,449 shares; 2025Q3: 2,449 shares; 2025Q4: 2,449 shares; 2026Q1: 2,449 shares; 2026Q2: 2,459 shares 2,459 $186K 0.01% +10 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: 1,679 shares; 2024Q4: 1,764 shares; 2025Q1: 1,850 shares; 2025Q2: 1,731 shares; 2025Q3: 1,609 shares; 2025Q4: 1,597 shares; 2026Q1: 1,376 shares; 2026Q2: 1,296 shares 1,296 $185K 0.01% -80 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: 3,275 shares; 2026Q1: 3,275 shares; 2026Q2: 5,325 shares 5,325 $184K 0.01% +2,050 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,490 shares; 2026Q1: 2,057 shares; 2026Q2: 2,067 shares 2,067 $183K 0.01% +10 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: 382 shares; 2025Q1: 379 shares; 2025Q2: 389 shares; 2025Q3: 254 shares; 2025Q4: 277 shares; 2026Q1: 251 shares; 2026Q2: 190 shares 190 $183K 0.01% -61 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 1,182 shares 1,182 $178K 0.01% new Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares; 2025Q4: 1,186 shares; 2026Q1: 1,186 shares; 2026Q2: 1,186 shares 1,186 $175K 0.01% 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: 2,244 shares; 2024Q4: 11,220 shares; 2025Q1: 8,724 shares; 2025Q2: 8,663 shares; 2025Q3: 8,663 shares; 2025Q4: 5,906 shares; 2026Q1: 5,708 shares; 2026Q2: 5,516 shares 5,516 $174K 0.01% -192 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 907 shares; 2024Q4: 1,259 shares; 2025Q1: 1,263 shares; 2025Q2: 1,260 shares; 2025Q3: 1,259 shares; 2025Q4: 1,311 shares; 2026Q1: 1,301 shares; 2026Q2: 1,309 shares 1,309 $174K 0.01% +8 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,479 shares; 2024Q4: 4,652 shares; 2025Q1: 5,643 shares; 2025Q2: 5,433 shares; 2025Q3: 5,348 shares; 2025Q4: 5,348 shares; 2026Q1: 1,116 shares; 2026Q2: 631 shares 631 $173K 0.01% -485 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,741 shares; 2025Q3: 3,787 shares; 2025Q4: 3,787 shares; 2026Q1: 3,788 shares; 2026Q2: 3,788 shares 3,788 $172K 0.01% 0 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: 698 shares; 2024Q4: 697 shares; 2025Q1: 674 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 712 shares; 2026Q1: 655 shares; 2026Q2: 673 shares 673 $172K 0.01% +18 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,773 shares 2,773 $170K 0.01% new 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: 376 shares; 2024Q4: 375 shares; 2025Q1: 374 shares; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 403 shares; 2026Q1: 406 shares; 2026Q2: 409 shares 409 $170K 0.01% +3 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: 29,426 shares; 2024Q4: 3,561 shares; 2025Q1: 3,534 shares; 2025Q2: 3,155 shares; 2025Q3: 3,534 shares; 2025Q4: 3,964 shares; 2026Q1: 3,964 shares; 2026Q2: 3,232 shares 3,232 $170K 0.01% -732 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: 2,364 shares; 2024Q4: 2,473 shares; 2025Q1: 2,424 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,344 shares; 2026Q1: 1,154 shares; 2026Q2: 1,172 shares 1,172 $168K 0.01% +18 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,263 shares; 2024Q4: 1,263 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares; 2026Q1: 1,266 shares; 2026Q2: 1,266 shares 1,266 $167K 0.01% 0 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: 269 shares; 2024Q4: 252 shares; 2025Q1: 243 shares; 2025Q2: 232 shares; 2025Q3: 534 shares; 2025Q4: 395 shares; 2026Q1: 282 shares; 2026Q2: 333 shares 333 $167K 0.01% +51 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 180 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 173 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $166K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108 shares; 2024Q4: 329 shares; 2025Q1: 333 shares; 2025Q2: 355 shares; 2025Q3: 356 shares; 2025Q4: 426 shares; 2026Q1: 381 shares; 2026Q2: 384 shares 384 $166K 0.01% +3 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,987 shares; 2024Q4: 1,987 shares; 2025Q1: 1,987 shares; 2025Q2: 1,987 shares; 2025Q3: 1,987 shares; 2025Q4: 1,987 shares; 2026Q1: 1,987 shares; 2026Q2: 1,987 shares 1,987 $164K 0.01% 0 Timeline DFSB 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: 3,129 shares; 2024Q4: 3,085 shares; 2025Q1: 3,085 shares; 2025Q2: 3,085 shares; 2025Q3: 3,085 shares; 2025Q4: 3,112 shares; 2026Q1: 3,112 shares; 2026Q2: 3,112 shares 3,112 $162K 0.01% 0 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,655 shares; 2024Q4: 3,080 shares; 2025Q1: 3,080 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,745 shares; 2026Q1: 1,745 shares; 2026Q2: 1,945 shares 1,945 $159K 0.01% +200 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,892 shares; 2024Q4: 3,892 shares; 2025Q1: 7,687 shares; 2025Q2: 6,390 shares; 2025Q3: 6,726 shares; 2025Q4: 5,608 shares; 2026Q1: 2,403 shares; 2026Q2: 1,645 shares 1,645 $159K 0.01% -758 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: 527 shares; 2024Q4: 527 shares; 2025Q1: 534 shares; 2025Q2: 628 shares; 2025Q3: 888 shares; 2025Q4: 1,482 shares; 2026Q1: 1,288 shares; 2026Q2: 1,655 shares 1,655 $158K 0.01% +367 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: 677 shares; 2024Q4: 646 shares; 2025Q1: 638 shares; 2025Q2: 638 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 610 shares; 2026Q2: 468 shares 468 $158K 0.01% -142 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,930 shares; 2024Q4: 5,019 shares; 2025Q1: 5,019 shares; 2025Q2: 4,847 shares; 2025Q3: 4,778 shares; 2025Q4: 4,260 shares; 2026Q1: 3,965 shares; 2026Q2: 3,147 shares 3,147 $157K 0.01% -818 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: 367 shares; 2024Q4: 367 shares; 2025Q1: 558 shares; 2025Q2: 354 shares; 2025Q3: 355 shares; 2025Q4: 390 shares; 2026Q1: 392 shares; 2026Q2: 392 shares 392 $156K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 417 shares; 2025Q2: 424 shares; 2025Q3: 425 shares; 2025Q4: 490 shares; 2026Q1: 793 shares; 2026Q2: 573 shares 573 $154K 0.01% -220 Timeline REMX VANECK ETF TRUST More: the full row for VANECK 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: 970 shares; 2025Q4: 1,733 shares; 2026Q1: 1,733 shares; 2026Q2: 1,733 shares 1,733 $153K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,109 shares; 2024Q4: 3,228 shares; 2025Q1: 3,283 shares; 2025Q2: 8,132 shares; 2025Q3: 32,158 shares; 2025Q4: 32,510 shares; 2026Q1: 32,636 shares; 2026Q2: 8,555 shares 8,555 $152K 0.01% -24,081 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,071 shares; 2024Q4: 1,071 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,655 shares; 2026Q1: 2,190 shares; 2026Q2: 1,709 shares 1,709 $151K 0.01% -481 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: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 382 shares; 2025Q3: 380 shares; 2025Q4: 439 shares; 2026Q1: 425 shares; 2026Q2: 442 shares 442 $151K 0.01% +17 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 964 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 964 shares; 2025Q4: 964 shares; 2026Q1: 964 shares; 2026Q2: 964 shares 964 $150K 0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 204 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 234 shares; 2026Q1: 215 shares; 2026Q2: 217 shares 217 $145K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: 1,744 shares; 2025Q2: 1,745 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 699 shares; 2026Q2: 766 shares 766 $144K 0.01% +67 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,895 shares; 2024Q4: 1,911 shares; 2025Q1: 1,915 shares; 2025Q2: 1,928 shares; 2025Q3: 1,927 shares; 2025Q4: 2,042 shares; 2026Q1: 2,014 shares; 2026Q2: 2,028 shares 2,028 $143K 0.01% +14 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659 shares; 2024Q4: 1,361 shares; 2025Q1: 1,645 shares; 2025Q2: 1,297 shares; 2025Q3: 2,057 shares; 2025Q4: 1,455 shares; 2026Q1: 1,364 shares; 2026Q2: 1,375 shares 1,375 $143K 0.01% +11 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 41 shares; 2025Q1: 42 shares; 2025Q2: 41 shares; 2025Q3: 171 shares; 2025Q4: 152 shares; 2026Q1: 143 shares; 2026Q2: 137 shares 137 $143K 0.01% -6 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: 3,208 shares; 2024Q4: 3,222 shares; 2025Q1: 3,623 shares; 2025Q2: 2,121 shares; 2025Q3: 2,045 shares; 2025Q4: 2,450 shares; 2026Q1: 2,307 shares; 2026Q2: 2,428 shares 2,428 $140K 0.01% +121 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: 1,364 shares; 2024Q4: 1,338 shares; 2025Q1: 1,344 shares; 2025Q2: 1,228 shares; 2025Q3: 1,227 shares; 2025Q4: 1,278 shares; 2026Q1: 1,284 shares; 2026Q2: 1,290 shares 1,290 $139K 0.01% +6 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $137K 0.01% 0 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: 3,469 shares; 2024Q4: 4,348 shares; 2025Q1: 4,641 shares; 2025Q2: 3,082 shares; 2025Q3: 2,189 shares; 2025Q4: 2,193 shares; 2026Q1: 2,193 shares; 2026Q2: 1,966 shares 1,966 $137K 0.01% -227 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: 2,270 shares; 2024Q4: 2,306 shares; 2025Q1: 2,306 shares; 2025Q2: 1,885 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 1,513 shares; 2026Q2: 1,423 shares 1,423 $135K 0.01% -90 Timeline CHMG CHEMUNG FINL CORP More: the full row for CHEMUNG 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: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $135K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,513 shares; 2024Q4: 1,513 shares; 2025Q1: 1,536 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,632 shares; 2026Q1: 1,570 shares; 2026Q2: 1,582 shares 1,582 $134K 0.01% +12 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: 459 shares; 2024Q4: 370 shares; 2025Q1: 203 shares; 2025Q2: 4,819 shares; 2025Q3: 4,813 shares; 2025Q4: 5,317 shares; 2026Q1: 3,847 shares; 2026Q2: 3,866 shares 3,866 $131K 0.01% +19 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,378 shares; 2024Q4: 2,378 shares; 2025Q1: 2,385 shares; 2025Q2: 2,376 shares; 2025Q3: 2,953 shares; 2025Q4: 3,035 shares; 2026Q1: 2,477 shares; 2026Q2: 2,467 shares 2,467 $131K 0.01% -10 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: 2,888 shares; 2024Q4: 2,221 shares; 2025Q1: 2,516 shares; 2025Q2: 2,231 shares; 2025Q3: 2,746 shares; 2025Q4: 2,584 shares; 2026Q1: 2,245 shares; 2026Q2: 2,260 shares 2,260 $131K 0.01% +15 Timeline AVLV 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: 910 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,435 shares 1,435 $131K 0.01% new Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 658 shares; 2024Q4: 655 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 561 shares; 2026Q1: 547 shares; 2026Q2: 544 shares 544 $130K 0.01% -3 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 38 shares; 2026Q1: 464 shares; 2026Q2: 456 shares 456 $129K 0.01% -8 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: 1,545 shares; 2024Q4: 1,544 shares; 2025Q1: 1,498 shares; 2025Q2: 1,570 shares; 2025Q3: 1,720 shares; 2025Q4: 1,864 shares; 2026Q1: 1,417 shares; 2026Q2: 1,483 shares 1,483 $129K 0.01% +66 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: 120 shares; 2024Q4: 120 shares; 2025Q1: 110 shares; 2025Q2: 109 shares; 2025Q3: 98 shares; 2025Q4: 120 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $127K 0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,283 shares 1,283 $124K 0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $124K 0.01% 0 Timeline FLRN 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: 3,702 shares; 2024Q4: 3,763 shares; 2025Q1: 3,793 shares; 2025Q2: 3,838 shares; 2025Q3: 3,882 shares; 2025Q4: 3,940 shares; 2026Q1: 3,965 shares; 2026Q2: 4,004 shares 4,004 $124K 0.01% +39 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,813 shares; 2024Q4: 1,813 shares; 2025Q1: 1,813 shares; 2025Q2: 1,813 shares; 2025Q3: 1,813 shares; 2025Q4: 1,813 shares; 2026Q1: 1,813 shares; 2026Q2: 1,813 shares 1,813 $123K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 858 shares 858 $122K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 485 shares; 2026Q1: 412 shares; 2026Q2: 411 shares 411 $120K 0.01% -1 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,375 shares; 2024Q4: 7,276 shares; 2025Q1: 7,156 shares; 2025Q2: 7,150 shares; 2025Q3: 7,118 shares; 2025Q4: 7,540 shares; 2026Q1: 7,547 shares; 2026Q2: 7,409 shares 7,409 $118K 0.01% -138 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: 3,158 shares; 2024Q4: 3,153 shares; 2025Q1: 3,116 shares; 2025Q2: 2,944 shares; 2025Q3: 3,306 shares; 2025Q4: 2,964 shares; 2026Q1: 2,911 shares; 2026Q2: 942 shares 942 $117K 0.01% -1,969 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: 682 shares; 2024Q4: 677 shares; 2025Q1: 680 shares; 2025Q2: 636 shares; 2025Q3: 592 shares; 2025Q4: 478 shares; 2026Q1: 423 shares; 2026Q2: 425 shares 425 $117K 0.01% +2 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,829 shares; 2024Q4: 3,841 shares; 2025Q1: 2,800 shares; 2025Q2: 2,809 shares; 2025Q3: 2,819 shares; 2025Q4: 2,827 shares; 2026Q1: 2,835 shares; 2026Q2: 2,843 shares 2,843 $115K 0.01% +8 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: 377 shares; 2024Q4: 377 shares; 2025Q1: 379 shares; 2025Q2: 390 shares; 2025Q3: 389 shares; 2025Q4: 414 shares; 2026Q1: 411 shares; 2026Q2: 413 shares 413 $115K 0.01% +2 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares; 2026Q2: 2,321 shares 2,321 $115K 0.01% +371 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: 1,699 shares; 2024Q4: 1,878 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,565 shares 4,565 $114K 0.01% new 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: 3,599 shares; 2024Q4: 3,606 shares; 2025Q1: 599 shares; 2025Q2: 593 shares; 2025Q3: 1,790 shares; 2025Q4: 1,843 shares; 2026Q1: 1,843 shares; 2026Q2: 1,837 shares 1,837 $114K 0.01% -6 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: 149 shares; 2024Q4: 149 shares; 2025Q1: 152 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 179 shares; 2026Q1: 294 shares; 2026Q2: 284 shares 284 $113K 0.01% -10 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,217 shares; 2024Q4: 1,220 shares; 2025Q1: 1,211 shares; 2025Q2: 1,213 shares; 2025Q3: 1,210 shares; 2025Q4: 1,411 shares; 2026Q1: 1,437 shares; 2026Q2: 1,460 shares 1,460 $113K 0.01% +23 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 359 shares; 2026Q1: 359 shares; 2026Q2: 920 shares 920 $111K 0.01% +561 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107 shares; 2024Q4: 90 shares; 2025Q1: 83 shares; 2025Q2: 67 shares; 2025Q3: 669 shares; 2025Q4: 785 shares; 2026Q1: 651 shares; 2026Q2: 653 shares 653 $110K 0.01% +2 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: 84 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 155 shares; 2026Q1: 149 shares; 2026Q2: 152 shares 152 $108K 0.01% +3 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,181 shares; 2024Q4: 1,184 shares; 2025Q1: 1,186 shares; 2025Q2: 1,189 shares; 2025Q3: 1,181 shares; 2025Q4: 793 shares; 2026Q1: 673 shares; 2026Q2: 677 shares 677 $108K 0.01% +4 Timeline GWX 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: 2,452 shares; 2026Q1: 2,452 shares; 2026Q2: 2,452 shares 2,452 $107K 0.01% 0 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: 17 shares; 2025Q3: 3,173 shares; 2025Q4: 3,223 shares; 2026Q1: 592 shares; 2026Q2: 441 shares 441 $107K 0.01% -151 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 1,039 shares 1,039 $106K 0.01% +1,023 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 1,881 shares 1,881 $106K 0.01% +1,845 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: 10,124 shares; 2024Q4: 10,124 shares; 2025Q1: 10,124 shares; 2025Q2: 9,838 shares; 2025Q3: 8,980 shares; 2025Q4: 8,980 shares; 2026Q1: 7,922 shares; 2026Q2: 7,645 shares 7,645 $106K 0.01% -277 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: 837 shares; 2025Q1: 682 shares; 2025Q2: 645 shares; 2025Q3: 553 shares; 2025Q4: 658 shares; 2026Q1: 597 shares; 2026Q2: 621 shares 621 $105K 0.01% +24 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: 446 shares; 2024Q4: 445 shares; 2025Q1: 426 shares; 2025Q2: 430 shares; 2025Q3: 531 shares; 2025Q4: 643 shares; 2026Q1: 623 shares; 2026Q2: 648 shares 648 $105K 0.01% +25 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 1,412 shares; 2025Q1: 1,358 shares; 2025Q2: 1,441 shares; 2025Q3: 1,445 shares; 2025Q4: 1,521 shares; 2026Q1: 1,547 shares; 2026Q2: 1,563 shares 1,563 $104K 0.01% +16 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 323 shares; 2026Q1: 323 shares; 2026Q2: 323 shares 323 $103K 0.01% 0 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL 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: 4,002 shares; 2026Q1: 4,002 shares; 2026Q2: 4,002 shares 4,002 $102K 0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 491 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 607 shares; 2026Q1: 626 shares; 2026Q2: 631 shares 631 $102K 0.01% +5 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,387 shares; 2024Q4: 1,264 shares; 2025Q1: 1,282 shares; 2025Q2: 1,271 shares; 2025Q3: 1,265 shares; 2025Q4: 1,318 shares; 2026Q1: 1,243 shares; 2026Q2: 1,251 shares 1,251 $102K 0.01% +8 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 774 shares; 2024Q4: 762 shares; 2025Q1: 706 shares; 2025Q2: 635 shares; 2025Q3: 665 shares; 2025Q4: 695 shares; 2026Q1: 665 shares; 2026Q2: 660 shares 660 $101K 0.01% -5 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,536 shares; 2025Q1: 1,534 shares; 2025Q2: 1,578 shares; 2025Q3: 1,592 shares; 2025Q4: 1,698 shares; 2026Q1: 1,654 shares; 2026Q2: 1,650 shares 1,650 $101K 0.01% -4 Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,929 shares; 2026Q1: 3,794 shares; 2026Q2: 3,794 shares 3,794 $101K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 956 shares; 2024Q4: 956 shares; 2025Q1: 947 shares; 2025Q2: 947 shares; 2025Q3: 727 shares; 2025Q4: 754 shares; 2026Q1: 721 shares; 2026Q2: 783 shares 783 $98.9K <0.01% +62 Timeline JBND 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: 2,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 1,689 shares; 2025Q4: 1,373 shares; 2026Q1: 1,835 shares; 2026Q2: 1,835 shares 1,835 $98.2K <0.01% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,185 shares; 2025Q4: 1,180 shares; 2026Q1: 1,150 shares; 2026Q2: 1,155 shares 1,155 $97.3K <0.01% +5 Timeline FLDR 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: 1,831 shares; 2025Q2: 1,853 shares; 2025Q3: 1,875 shares; 2025Q4: 1,896 shares; 2026Q1: 1,917 shares; 2026Q2: 1,936 shares 1,936 $97K <0.01% +19 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 87 shares; 2025Q2: 88 shares; 2025Q3: 488 shares; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 261 shares 261 $96.7K <0.01% -5 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: 547 shares; 2024Q4: 526 shares; 2025Q1: 529 shares; 2025Q2: 496 shares; 2025Q3: 497 shares; 2025Q4: 586 shares; 2026Q1: 563 shares; 2026Q2: 572 shares 572 $96.7K <0.01% +9 Timeline USHY 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: 735 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 149 shares; 2026Q1: 116 shares; 2026Q2: 2,608 shares 2,608 $96.5K <0.01% +2,492 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: 1,955 shares; 2024Q4: 2,135 shares; 2025Q1: 2,108 shares; 2025Q2: 2,232 shares; 2025Q3: 2,184 shares; 2025Q4: 2,560 shares; 2026Q1: 2,419 shares; 2026Q2: 1,759 shares 1,759 $96.2K <0.01% -660 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: 21 shares; 2024Q4: 33 shares; 2025Q1: 26 shares; 2025Q2: 48 shares; 2025Q3: 1,383 shares; 2025Q4: 1,373 shares; 2026Q1: 639 shares; 2026Q2: 369 shares 369 $96.1K <0.01% -270 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 482 shares; 2026Q1: 447 shares; 2026Q2: 2,865 shares 2,865 $95.4K <0.01% +2,418 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405 shares; 2024Q4: 486 shares; 2025Q1: 405 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 442 shares; 2026Q2: 456 shares 456 $94.4K <0.01% +14 Timeline ICOP 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: 605 shares; 2026Q1: 2,928 shares; 2026Q2: 1,914 shares 1,914 $94.2K <0.01% -1,014 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,503 shares; 2024Q4: 1,530 shares; 2025Q1: 1,656 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 2,088 shares; 2026Q1: 2,088 shares; 2026Q2: 2,088 shares 2,088 $94.2K <0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 117 shares; 2025Q2: 108 shares; 2025Q3: 100 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 113 shares 113 $93.8K <0.01% -1 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: 2,130 shares; 2024Q4: 2,130 shares; 2025Q1: 1,921 shares; 2025Q2: 1,617 shares; 2025Q3: 1,395 shares; 2025Q4: 1,586 shares; 2026Q1: 1,248 shares; 2026Q2: 1,271 shares 1,271 $93.2K <0.01% +23 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: 512 shares; 2024Q4: 482 shares; 2025Q1: 508 shares; 2025Q2: 552 shares; 2025Q3: 1,045 shares; 2025Q4: 860 shares; 2026Q1: 823 shares; 2026Q2: 590 shares 590 $92.6K <0.01% -233 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 504 shares; 2025Q2: 500 shares; 2025Q3: 504 shares; 2025Q4: 511 shares; 2026Q1: 503 shares; 2026Q2: 527 shares 527 $91.5K <0.01% +24 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 44 shares; 2026Q1: 45 shares; 2026Q2: 46 shares 46 $91.2K <0.01% +1 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,161 shares; 2025Q3: 1,163 shares; 2025Q4: 1,186 shares; 2026Q1: 1,190 shares; 2026Q2: 1,186 shares 1,186 $90.6K <0.01% -4 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: 361 shares; 2024Q4: 361 shares; 2025Q1: 369 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 488 shares; 2026Q1: 502 shares; 2026Q2: 504 shares 504 $88.9K <0.01% +2 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: 244 shares; 2024Q4: 244 shares; 2025Q1: 270 shares; 2025Q2: 246 shares; 2025Q3: 205 shares; 2025Q4: 280 shares; 2026Q1: 289 shares; 2026Q2: 294 shares 294 $87.6K <0.01% +5 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109 shares; 2024Q4: 375 shares; 2025Q1: 397 shares; 2025Q2: 381 shares; 2025Q3: 379 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 424 shares 424 $87.5K <0.01% +4 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,522 shares; 2024Q4: 4,514 shares; 2025Q1: 4,514 shares; 2025Q2: 4,514 shares; 2025Q3: 4,514 shares; 2025Q4: 4,514 shares; 2026Q1: 4,514 shares; 2026Q2: 4,535 shares 4,535 $85.2K <0.01% +21 Timeline EVUS 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: 1,678 shares; 2025Q4: 2,820 shares; 2026Q1: 2,394 shares; 2026Q2: 2,394 shares 2,394 $84.1K <0.01% 0 Timeline MMTM 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: 267 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $83.6K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 1,055 shares; 2026Q1: 1,055 shares; 2026Q2: 1,074 shares 1,074 $83.5K <0.01% +19 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 704 shares; 2024Q4: 705 shares; 2025Q1: 692 shares; 2025Q2: 637 shares; 2025Q3: 630 shares; 2025Q4: 803 shares; 2026Q1: 786 shares; 2026Q2: 771 shares 771 $83.2K <0.01% -15 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 36 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 501 shares; 2026Q1: 501 shares; 2026Q2: 501 shares 501 $82.8K <0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630 shares; 2024Q4: 632 shares; 2025Q1: 634 shares; 2025Q2: 636 shares; 2025Q3: 638 shares; 2025Q4: 641 shares; 2026Q1: 644 shares; 2026Q2: 646 shares 646 $82.4K <0.01% +2 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: 103 shares; 2024Q4: 67 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 107 shares; 2026Q1: 108 shares; 2026Q2: 114 shares 114 $82.1K <0.01% +6 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 15 shares; 2025Q4: 23 shares; 2026Q1: 19 shares; 2026Q2: 459 shares 459 $81.8K <0.01% +440 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298 shares; 2024Q4: 302 shares; 2025Q1: 314 shares; 2025Q2: 305 shares; 2025Q3: 741 shares; 2025Q4: 342 shares; 2026Q1: 329 shares; 2026Q2: 333 shares 333 $79.6K <0.01% +4 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,044 shares; 2025Q3: 1,024 shares; 2025Q4: 1,024 shares; 2026Q1: 1,024 shares; 2026Q2: 1,024 shares 1,024 $79.1K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 141 shares; 2025Q3: 131 shares; 2025Q4: 166 shares; 2026Q1: 156 shares; 2026Q2: 158 shares 158 $77.6K <0.01% +2 Timeline SPSM 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: 1,614 shares; 2024Q4: 1,263 shares; 2025Q1: 1,272 shares; 2025Q2: 1,355 shares; 2025Q3: 1,432 shares; 2025Q4: 1,559 shares; 2026Q1: 1,333 shares; 2026Q2: 1,335 shares 1,335 $77K <0.01% +2 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 708 shares; 2024Q4: 708 shares; 2025Q1: 814 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 794 shares; 2026Q1: 803 shares; 2026Q2: 817 shares 817 $76.5K <0.01% +14 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: 2,250 shares; 2024Q4: 2,849 shares; 2025Q1: 2,856 shares; 2025Q2: 2,353 shares; 2025Q3: 2,363 shares; 2025Q4: 1,599 shares; 2026Q1: 1,600 shares; 2026Q2: 1,305 shares 1,305 $75.9K <0.01% -295 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,333 shares; 2024Q4: 1,419 shares; 2025Q1: 1,626 shares; 2025Q2: 787 shares; 2025Q3: 5,388 shares; 2025Q4: 1,496 shares; 2026Q1: 1,501 shares; 2026Q2: 1,595 shares 1,595 $75.8K <0.01% +94 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,486 shares 1,486 $75.5K <0.01% new 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: 590 shares; 2024Q4: 590 shares; 2025Q1: 917 shares; 2025Q2: 590 shares; 2025Q3: 595 shares; 2025Q4: 590 shares; 2026Q1: 590 shares; 2026Q2: 590 shares 590 $75.3K <0.01% 0 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: 2,277 shares; 2024Q4: 3,104 shares; 2025Q1: 3,100 shares; 2025Q2: 2,998 shares; 2025Q3: 3,274 shares; 2025Q4: 4,196 shares; 2026Q1: 2,266 shares; 2026Q2: 2,350 shares 2,350 $75.1K <0.01% +84 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,067 shares; 2024Q4: 4,008 shares; 2025Q1: 626 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 800 shares; 2026Q1: 819 shares; 2026Q2: 802 shares 802 $74.9K <0.01% -17 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: 1,577 shares; 2024Q4: 2,157 shares; 2025Q1: 1,262 shares; 2025Q2: 1,181 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 899 shares; 2026Q2: 883 shares 883 $74.7K <0.01% -16 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: 195 shares; 2024Q4: 163 shares; 2025Q1: 153 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 197 shares; 2026Q1: 253 shares; 2026Q2: 183 shares 183 $74.5K <0.01% -70 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194 shares; 2024Q4: 1,032 shares; 2025Q1: 986 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 986 shares; 2026Q1: 916 shares; 2026Q2: 928 shares 928 $72.8K <0.01% +12 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV 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: 550 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 497 shares 497 $72.5K <0.01% -26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 585 shares; 2026Q2: 752 shares 752 $71.8K <0.01% +167 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: 76 shares; 2024Q4: 105 shares; 2025Q1: 110 shares; 2025Q2: 109 shares; 2025Q3: 108 shares; 2025Q4: 152 shares; 2026Q1: 146 shares; 2026Q2: 139 shares 139 $71.6K <0.01% -7 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 867 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 867 shares; 2026Q2: 867 shares 867 $71.4K <0.01% 0 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: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 64 shares; 2025Q4: 88 shares; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $70.7K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 135 shares; 2025Q1: 137 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 181 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $70.2K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,057 shares; 2024Q4: 1,252 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 605 shares 605 $69.1K <0.01% -720 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 394 shares; 2026Q1: 394 shares; 2026Q2: 1,911 shares 1,911 $68.9K <0.01% +1,517 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 882 shares; 2024Q4: 4,967 shares; 2025Q1: 4,967 shares; 2025Q2: 4,285 shares; 2025Q3: 6,007 shares; 2025Q4: 6,007 shares; 2026Q1: 655 shares; 2026Q2: 619 shares 619 $68.3K <0.01% -36 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 133 shares; 2025Q1: 106 shares; 2025Q2: 139 shares; 2025Q3: 241 shares; 2025Q4: 189 shares; 2026Q1: 201 shares; 2026Q2: 204 shares 204 $68.3K <0.01% +3 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352 shares; 2024Q4: 363 shares; 2025Q1: 369 shares; 2025Q2: 362 shares; 2025Q3: 1,314 shares; 2025Q4: 421 shares; 2026Q1: 430 shares; 2026Q2: 429 shares 429 $68.1K <0.01% -1 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,495 shares; 2024Q4: 2,689 shares; 2025Q1: 2,530 shares; 2025Q2: 2,555 shares; 2025Q3: 2,581 shares; 2025Q4: 2,615 shares; 2026Q1: 2,632 shares; 2026Q2: 2,659 shares 2,659 $67.8K <0.01% +27 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,245 shares; 2024Q4: 1,245 shares; 2025Q1: 1,210 shares; 2025Q2: 412 shares; 2025Q3: 696 shares; 2025Q4: 801 shares; 2026Q1: 801 shares; 2026Q2: 814 shares 814 $67.8K <0.01% +13 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 5,245 shares; 2025Q2: 3,043 shares; 2025Q3: 2,816 shares; 2025Q4: 2,816 shares; 2026Q1: 2,816 shares; 2026Q2: 1,433 shares 1,433 $67.3K <0.01% -1,383 Timeline SCHC 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: 1,314 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,396 shares; 2026Q1: 1,396 shares; 2026Q2: 1,399 shares 1,399 $67.3K <0.01% +3 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 176 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 132 shares; 2026Q1: 133 shares; 2026Q2: 137 shares 137 $67.2K <0.01% +4 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,483 shares; 2024Q4: 3,563 shares; 2025Q1: 3,563 shares; 2025Q2: 3,348 shares; 2025Q3: 3,348 shares; 2025Q4: 3,348 shares; 2026Q1: 3,348 shares; 2026Q2: 3,348 shares 3,348 $66.6K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,537 shares; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares; 2026Q1: 1,537 shares; 2026Q2: 3,217 shares 3,217 $65.9K <0.01% +1,680 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: 164 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 138 shares; 2025Q3: 188 shares; 2025Q4: 223 shares; 2026Q1: 129 shares; 2026Q2: 127 shares 127 $65.9K <0.01% -2 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 274 shares; 2026Q1: 274 shares; 2026Q2: 276 shares 276 $65.6K <0.01% +2 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,875 shares; 2024Q4: 2,821 shares; 2025Q1: 2,701 shares; 2025Q2: 2,862 shares; 2025Q3: 2,770 shares; 2025Q4: 2,770 shares; 2026Q1: 2,253 shares; 2026Q2: 2,249 shares 2,249 $65.3K <0.01% -4 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: 348 shares; 2024Q4: 348 shares; 2025Q1: 319 shares; 2025Q2: 311 shares; 2025Q3: 299 shares; 2025Q4: 381 shares; 2026Q1: 376 shares; 2026Q2: 380 shares 380 $64.6K <0.01% +4 Timeline GSIE 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: not reported; 2026Q2: 1,409 shares 1,409 $64.4K <0.01% new Timeline