IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,039 shares; 2024Q4: 85,503 shares; 2025Q1: 135,063 shares; 2025Q2: 130,627 shares; 2025Q3: 140,372 shares; 2025Q4: 158,376 shares; 2026Q1: 188,584 shares; 2026Q2: 214,133 shares 214,133 $160M 14.39% +25,549 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: 39,924 shares; 2024Q4: 40,670 shares; 2025Q1: 40,938 shares; 2025Q2: 41,306 shares; 2025Q3: 41,078 shares; 2025Q4: 40,150 shares; 2026Q1: 38,090 shares; 2026Q2: 346,796 shares 346,796 $105M 9.39% +308,706 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: 219,895 shares; 2024Q4: 221,319 shares; 2025Q1: 219,133 shares; 2025Q2: 218,480 shares; 2025Q3: 219,836 shares; 2025Q4: 231,740 shares; 2026Q1: 231,218 shares; 2026Q2: 232,818 shares 232,818 $67.4M 6.04% +1,600 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: 273,106 shares; 2024Q4: 279,934 shares; 2025Q1: 445,984 shares; 2025Q2: 468,966 shares; 2025Q3: 487,776 shares; 2025Q4: 502,029 shares; 2026Q1: 727,226 shares; 2026Q2: 752,651 shares 752,651 $57M 5.12% +25,425 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: 202,792 shares; 2024Q4: 213,403 shares; 2025Q1: 218,188 shares; 2025Q2: 263,582 shares; 2025Q3: 271,678 shares; 2025Q4: 285,582 shares; 2026Q1: 297,408 shares; 2026Q2: 306,602 shares 306,602 $50.4M 4.52% +9,194 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: 71,568 shares; 2024Q4: 72,863 shares; 2025Q1: 74,586 shares; 2025Q2: 75,750 shares; 2025Q3: 76,010 shares; 2025Q4: 79,799 shares; 2026Q1: 84,834 shares; 2026Q2: 87,309 shares 87,309 $32.6M 2.92% +2,475 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: 76,099 shares; 2024Q4: 78,149 shares; 2025Q1: 77,641 shares; 2025Q2: 78,267 shares; 2025Q3: 78,943 shares; 2025Q4: 79,688 shares; 2026Q1: 75,057 shares; 2026Q2: 75,458 shares 75,458 $30M 2.69% +401 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: 91,756 shares; 2024Q4: 92,387 shares; 2025Q1: 81,691 shares; 2025Q2: 81,810 shares; 2025Q3: 81,477 shares; 2025Q4: 81,723 shares; 2026Q1: 80,438 shares; 2026Q2: 81,331 shares 81,331 $26.6M 2.39% +893 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: 100,967 shares; 2024Q4: 101,271 shares; 2025Q1: 93,953 shares; 2025Q2: 95,043 shares; 2025Q3: 95,326 shares; 2025Q4: 96,483 shares; 2026Q1: 84,343 shares; 2026Q2: 84,568 shares 84,568 $20.8M 1.87% +225 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,082 shares; 2024Q4: 14,100 shares; 2025Q1: 13,187 shares; 2025Q2: 13,384 shares; 2025Q3: 13,731 shares; 2025Q4: 14,241 shares; 2026Q1: 14,134 shares; 2026Q2: 14,195 shares 14,195 $19.3M 1.73% +61 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,257 shares; 2025Q4: 9,370 shares; 2026Q1: 9,504 shares; 2026Q2: 9,502 shares 9,502 $18.8M 1.69% -2 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: 52,856 shares; 2024Q4: 54,470 shares; 2025Q1: 42,621 shares; 2025Q2: 42,446 shares; 2025Q3: 42,752 shares; 2025Q4: 42,772 shares; 2026Q1: 42,293 shares; 2026Q2: 43,268 shares 43,268 $15.7M 1.41% +975 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: 93,833 shares; 2024Q4: 94,341 shares; 2025Q1: 89,224 shares; 2025Q2: 88,900 shares; 2025Q3: 88,923 shares; 2025Q4: 87,960 shares; 2026Q1: 79,120 shares; 2026Q2: 82,053 shares 82,053 $15.6M 1.4% +2,933 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: 129,318 shares; 2024Q4: 130,253 shares; 2025Q1: 124,620 shares; 2025Q2: 125,633 shares; 2025Q3: 126,039 shares; 2025Q4: 127,560 shares; 2026Q1: 128,052 shares; 2026Q2: 131,657 shares 131,657 $14.9M 1.34% +3,605 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: 68,355 shares; 2024Q4: 68,760 shares; 2025Q1: 62,487 shares; 2025Q2: 62,481 shares; 2025Q3: 62,744 shares; 2025Q4: 64,203 shares; 2026Q1: 66,418 shares; 2026Q2: 66,418 shares 66,418 $14.9M 1.33% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156,074 shares; 2026Q1: 171,502 shares; 2026Q2: 175,504 shares 175,504 $14.5M 1.3% +4,002 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: 380,580 shares; 2024Q4: 382,538 shares; 2025Q1: 344,490 shares; 2025Q2: 341,470 shares; 2025Q3: 336,698 shares; 2025Q4: 338,580 shares; 2026Q1: 345,414 shares; 2026Q2: 350,783 shares 350,783 $14.3M 1.28% +5,369 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: 77,547 shares; 2024Q4: 79,851 shares; 2025Q1: 84,180 shares; 2025Q2: 86,312 shares; 2025Q3: 84,988 shares; 2025Q4: 84,380 shares; 2026Q1: 92,380 shares; 2026Q2: 90,968 shares 90,968 $14.2M 1.28% -1,412 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,457 shares; 2024Q4: 99,857 shares; 2025Q1: 83,017 shares; 2025Q2: 82,402 shares; 2025Q3: 82,219 shares; 2025Q4: 81,557 shares; 2026Q1: 67,562 shares; 2026Q2: 66,982 shares 66,982 $14.2M 1.27% -580 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,639 shares; 2024Q4: 9,651 shares; 2025Q1: 6,273 shares; 2025Q2: 10,944 shares; 2025Q3: 38,281 shares; 2025Q4: 40,475 shares; 2026Q1: 45,266 shares; 2026Q2: 58,844 shares 58,844 $13.7M 1.23% +13,578 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: 43,309 shares; 2024Q4: 43,741 shares; 2025Q1: 43,328 shares; 2025Q2: 43,260 shares; 2025Q3: 43,285 shares; 2025Q4: 43,592 shares; 2026Q1: 42,670 shares; 2026Q2: 44,196 shares 44,196 $12.8M 1.15% +1,526 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: 175,596 shares; 2024Q4: 177,939 shares; 2025Q1: 170,859 shares; 2025Q2: 170,889 shares; 2025Q3: 172,290 shares; 2025Q4: 168,785 shares; 2026Q1: 143,137 shares; 2026Q2: 143,678 shares 143,678 $12.6M 1.13% +541 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: 53,646 shares; 2024Q4: 53,775 shares; 2025Q1: 50,212 shares; 2025Q2: 51,059 shares; 2025Q3: 51,655 shares; 2025Q4: 51,919 shares; 2026Q1: 50,400 shares; 2026Q2: 51,265 shares 51,265 $11.3M 1.01% +865 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,638 shares; 2024Q4: 46,295 shares; 2025Q1: 45,792 shares; 2025Q2: 46,651 shares; 2025Q3: 47,469 shares; 2025Q4: 47,415 shares; 2026Q1: 38,253 shares; 2026Q2: 38,344 shares 38,344 $11.2M 1.01% +91 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: 37,911 shares; 2024Q4: 38,198 shares; 2025Q1: 39,788 shares; 2025Q2: 41,031 shares; 2025Q3: 41,047 shares; 2025Q4: 58,415 shares; 2026Q1: 57,436 shares; 2026Q2: 55,896 shares 55,896 $11.2M 1% -1,540 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,124 shares; 2026Q1: 115,313 shares; 2026Q2: 122,942 shares 122,942 $10.9M 0.98% +7,629 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,768 shares; 2024Q4: 41,231 shares; 2025Q1: 39,480 shares; 2025Q2: 39,379 shares; 2025Q3: 39,259 shares; 2025Q4: 39,262 shares; 2026Q1: 39,348 shares; 2026Q2: 39,686 shares 39,686 $10.7M 0.96% +338 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,271 shares; 2024Q4: 102,723 shares; 2025Q1: 79,498 shares; 2025Q2: 79,392 shares; 2025Q3: 79,740 shares; 2025Q4: 80,925 shares; 2026Q1: 80,758 shares; 2026Q2: 81,374 shares 81,374 $9.54M 0.86% +616 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: 78,778 shares; 2024Q4: 68,230 shares; 2025Q1: 41,446 shares; 2025Q2: 42,165 shares; 2025Q3: 42,030 shares; 2025Q4: 42,619 shares; 2026Q1: 32,613 shares; 2026Q2: 32,356 shares 32,356 $8.22M 0.74% -257 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 10,098 shares; 2026Q1: 18,321 shares; 2026Q2: 18,328 shares 18,328 $8.02M 0.72% +7 Timeline MEM MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,195 shares; 2025Q1: 151,293 shares; 2025Q2: 151,807 shares; 2025Q3: 150,840 shares; 2025Q4: 154,216 shares; 2026Q1: 164,690 shares; 2026Q2: 166,857 shares 166,857 $7.55M 0.68% +2,167 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,811 shares; 2024Q4: 95,431 shares; 2025Q1: 78,012 shares; 2025Q2: 77,839 shares; 2025Q3: 78,535 shares; 2025Q4: 78,761 shares; 2026Q1: 73,688 shares; 2026Q2: 76,707 shares 76,707 $7.54M 0.68% +3,019 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,976 shares; 2024Q4: 120,606 shares; 2025Q1: 131,015 shares; 2025Q2: 134,602 shares; 2025Q3: 131,167 shares; 2025Q4: 142,905 shares; 2026Q1: 147,178 shares; 2026Q2: 150,065 shares 150,065 $7.24M 0.65% +2,887 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: 12,860 shares; 2024Q4: 21,267 shares; 2025Q1: 21,267 shares; 2025Q2: 25,451 shares; 2025Q3: 48,500 shares; 2025Q4: 58,960 shares; 2026Q1: 52,906 shares; 2026Q2: 71,752 shares 71,752 $7.1M 0.64% +18,846 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,743 shares; 2024Q4: 78,570 shares; 2025Q1: 63,066 shares; 2025Q2: 62,871 shares; 2025Q3: 63,101 shares; 2025Q4: 63,292 shares; 2026Q1: 53,907 shares; 2026Q2: 54,975 shares 54,975 $6.77M 0.61% +1,068 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,132 shares; 2024Q4: 117,545 shares; 2025Q1: 100,626 shares; 2025Q2: 100,200 shares; 2025Q3: 100,037 shares; 2025Q4: 101,870 shares; 2026Q1: 87,760 shares; 2026Q2: 88,016 shares 88,016 $6.69M 0.6% +256 Timeline QQQM 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: 4,567 shares; 2024Q4: 4,932 shares; 2025Q1: 8,698 shares; 2025Q2: 9,903 shares; 2025Q3: 10,536 shares; 2025Q4: 13,173 shares; 2026Q1: 19,423 shares; 2026Q2: 21,974 shares 21,974 $6.66M 0.6% +2,551 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: 50,814 shares; 2024Q4: 51,831 shares; 2025Q1: 48,537 shares; 2025Q2: 48,398 shares; 2025Q3: 47,774 shares; 2025Q4: 49,457 shares; 2026Q1: 43,867 shares; 2026Q2: 43,808 shares 43,808 $6.42M 0.58% -59 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: 52,230 shares; 2024Q4: 262,561 shares; 2025Q1: 259,037 shares; 2025Q2: 263,587 shares; 2025Q3: 266,332 shares; 2025Q4: 275,867 shares; 2026Q1: 261,741 shares; 2026Q2: 198,908 shares 198,908 $6.29M 0.56% -62,833 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: 22,613 shares; 2024Q4: 23,405 shares; 2025Q1: 22,868 shares; 2025Q2: 22,961 shares; 2025Q3: 23,324 shares; 2025Q4: 23,886 shares; 2026Q1: 22,822 shares; 2026Q2: 23,207 shares 23,207 $5.53M 0.5% +385 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: 91,039 shares; 2024Q4: 92,423 shares; 2025Q1: 85,046 shares; 2025Q2: 84,693 shares; 2025Q3: 84,876 shares; 2025Q4: 86,345 shares; 2026Q1: 84,592 shares; 2026Q2: 60,953 shares 60,953 $5.53M 0.5% -23,639 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: 107,934 shares; 2024Q4: 107,020 shares; 2025Q1: 110,001 shares; 2025Q2: 108,405 shares; 2025Q3: 116,150 shares; 2025Q4: 115,883 shares; 2026Q1: 130,204 shares; 2026Q2: 127,437 shares 127,437 $5.23M 0.47% -2,767 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,062 shares; 2024Q4: 79,373 shares; 2025Q1: 73,502 shares; 2025Q2: 74,719 shares; 2025Q3: 58,762 shares; 2025Q4: 61,122 shares; 2026Q1: 60,800 shares; 2026Q2: 55,960 shares 55,960 $5.06M 0.45% -4,840 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: 14,538 shares; 2024Q4: 14,971 shares; 2025Q1: 14,847 shares; 2025Q2: 14,825 shares; 2025Q3: 15,242 shares; 2025Q4: 15,438 shares; 2026Q1: 13,781 shares; 2026Q2: 13,986 shares 13,986 $5M 0.45% +205 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: 44,719 shares; 2024Q4: 37,526 shares; 2025Q1: 36,836 shares; 2025Q2: 37,625 shares; 2025Q3: 37,799 shares; 2025Q4: 39,654 shares; 2026Q1: 37,130 shares; 2026Q2: 35,851 shares 35,851 $4.85M 0.44% -1,279 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: 37,273 shares; 2024Q4: 42,738 shares; 2025Q1: 46,600 shares; 2025Q2: 47,974 shares; 2025Q3: 48,843 shares; 2025Q4: 52,412 shares; 2026Q1: 52,292 shares; 2026Q2: 55,915 shares 55,915 $4.63M 0.42% +3,623 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: 11,064 shares; 2024Q4: 11,179 shares; 2025Q1: 11,381 shares; 2025Q2: 11,627 shares; 2025Q3: 11,600 shares; 2025Q4: 12,617 shares; 2026Q1: 12,422 shares; 2026Q2: 12,461 shares 12,461 $4.39M 0.39% +39 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: 17,669 shares; 2024Q4: 17,917 shares; 2025Q1: 17,699 shares; 2025Q2: 17,581 shares; 2025Q3: 17,071 shares; 2025Q4: 16,967 shares; 2026Q1: 17,426 shares; 2026Q2: 17,144 shares 17,144 $4.31M 0.39% -282 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: not reported; 2024Q4: 33,903 shares; 2025Q1: 33,909 shares; 2025Q2: 33,910 shares; 2025Q3: 33,914 shares; 2025Q4: 33,911 shares; 2026Q1: 33,924 shares; 2026Q2: 33,934 shares 33,934 $4.12M 0.37% +10 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,136 shares; 2024Q4: 58,974 shares; 2025Q1: 67,845 shares; 2025Q2: 69,472 shares; 2025Q3: 70,130 shares; 2025Q4: 76,920 shares; 2026Q1: 79,503 shares; 2026Q2: 80,494 shares 80,494 $4.07M 0.37% +991 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: 2,742 shares; 2024Q4: 2,762 shares; 2025Q1: 2,863 shares; 2025Q2: 3,238 shares; 2025Q3: 3,203 shares; 2025Q4: 5,436 shares; 2026Q1: 5,422 shares; 2026Q2: 5,436 shares 5,436 $4.06M 0.36% +14 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: 9,906 shares; 2024Q4: 14,636 shares; 2025Q1: 15,566 shares; 2025Q2: 47,089 shares; 2025Q3: 38,103 shares; 2025Q4: 47,039 shares; 2026Q1: 46,247 shares; 2026Q2: 48,915 shares 48,915 $4.02M 0.36% +2,668 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: 3,772 shares; 2024Q4: 3,769 shares; 2025Q1: 3,749 shares; 2025Q2: 4,177 shares; 2025Q3: 4,309 shares; 2025Q4: 4,431 shares; 2026Q1: 4,190 shares; 2026Q2: 4,249 shares 4,249 $3.97M 0.36% +59 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: 7,896 shares; 2024Q4: 11,591 shares; 2025Q1: 12,565 shares; 2025Q2: 18,727 shares; 2025Q3: 27,102 shares; 2025Q4: 38,296 shares; 2026Q1: 36,823 shares; 2026Q2: 41,797 shares 41,797 $3.95M 0.35% +4,974 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: 67,851 shares; 2024Q4: 66,504 shares; 2025Q1: 95,281 shares; 2025Q2: 91,826 shares; 2025Q3: 88,266 shares; 2025Q4: 88,979 shares; 2026Q1: 77,504 shares; 2026Q2: 76,069 shares 76,069 $3.85M 0.35% -1,435 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: 23,155 shares; 2024Q4: 22,110 shares; 2025Q1: 20,647 shares; 2025Q2: 22,052 shares; 2025Q3: 18,657 shares; 2025Q4: 25,149 shares; 2026Q1: 24,964 shares; 2026Q2: 27,167 shares 27,167 $3.79M 0.34% +2,203 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: 82,201 shares; 2024Q4: 70,597 shares; 2025Q1: 70,520 shares; 2025Q2: 71,367 shares; 2025Q3: 74,010 shares; 2025Q4: 74,508 shares; 2026Q1: 45,952 shares; 2026Q2: 46,750 shares 46,750 $3.66M 0.33% +798 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: 51,097 shares; 2024Q4: 54,714 shares; 2025Q1: 58,582 shares; 2025Q2: 60,124 shares; 2025Q3: 61,126 shares; 2025Q4: 32,440 shares; 2026Q1: 34,926 shares; 2026Q2: 35,438 shares 35,438 $3.42M 0.31% +512 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: 15,547 shares; 2024Q4: 15,719 shares; 2025Q1: 11,591 shares; 2025Q2: 11,195 shares; 2025Q3: 10,861 shares; 2025Q4: 9,999 shares; 2026Q1: 11,871 shares; 2026Q2: 10,537 shares 10,537 $3.14M 0.28% -1,334 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: 4,927 shares; 2024Q4: 4,840 shares; 2025Q1: 4,965 shares; 2025Q2: 4,947 shares; 2025Q3: 8,321 shares; 2025Q4: 8,326 shares; 2026Q1: 8,308 shares; 2026Q2: 8,437 shares 8,437 $2.98M 0.27% +129 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,347 shares; 2024Q4: 17,984 shares; 2025Q1: 19,303 shares; 2025Q2: 29,511 shares; 2025Q3: 44,648 shares; 2025Q4: 56,071 shares; 2026Q1: 60,692 shares; 2026Q2: 58,816 shares 58,816 $2.96M 0.27% -1,876 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: 3,773 shares; 2024Q4: 3,732 shares; 2025Q1: 3,831 shares; 2025Q2: 3,899 shares; 2025Q3: 4,133 shares; 2025Q4: 4,224 shares; 2026Q1: 4,003 shares; 2026Q2: 3,897 shares 3,897 $2.78M 0.25% -106 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: 10,437 shares; 2024Q4: 10,474 shares; 2025Q1: 10,024 shares; 2025Q2: 10,105 shares; 2025Q3: 10,044 shares; 2025Q4: 10,111 shares; 2026Q1: 7,497 shares; 2026Q2: 7,507 shares 7,507 $2.36M 0.21% +10 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: 16,035 shares; 2024Q4: 16,089 shares; 2025Q1: 13,609 shares; 2025Q2: 13,778 shares; 2025Q3: 14,083 shares; 2025Q4: 14,802 shares; 2026Q1: 14,686 shares; 2026Q2: 14,950 shares 14,950 $2.3M 0.21% +264 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,238 shares; 2026Q1: 1,720 shares; 2026Q2: 1,974 shares 1,974 $2.28M 0.2% +254 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,612 shares; 2024Q4: 7,972 shares; 2025Q1: 7,961 shares; 2025Q2: 9,555 shares; 2025Q3: 19,807 shares; 2025Q4: 27,048 shares; 2026Q1: 22,690 shares; 2026Q2: 23,718 shares 23,718 $2.26M 0.2% +1,028 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: 18,862 shares; 2024Q4: 18,882 shares; 2025Q1: 18,093 shares; 2025Q2: 16,614 shares; 2025Q3: 17,235 shares; 2025Q4: 17,776 shares; 2026Q1: 16,210 shares; 2026Q2: 14,775 shares 14,775 $2.17M 0.19% -1,435 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: 16,109 shares; 2024Q4: 16,941 shares; 2025Q1: 17,273 shares; 2025Q2: 16,883 shares; 2025Q3: 17,446 shares; 2025Q4: 17,325 shares; 2026Q1: 15,317 shares; 2026Q2: 15,276 shares 15,276 $2.09M 0.19% -41 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,752 shares; 2024Q4: 1,798 shares; 2025Q1: 1,760 shares; 2025Q2: 1,756 shares; 2025Q3: 1,658 shares; 2025Q4: 1,730 shares; 2026Q1: 1,726 shares; 2026Q2: 1,736 shares 1,736 $2.08M 0.19% +10 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: 4,078 shares; 2024Q4: 5,049 shares; 2025Q1: 5,688 shares; 2025Q2: 6,127 shares; 2025Q3: 5,693 shares; 2025Q4: 5,341 shares; 2026Q1: 5,933 shares; 2026Q2: 5,578 shares 5,578 $2.06M 0.19% -355 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: 3,012 shares; 2024Q4: 3,158 shares; 2025Q1: 3,205 shares; 2025Q2: 3,249 shares; 2025Q3: 3,303 shares; 2025Q4: 3,295 shares; 2026Q1: 3,147 shares; 2026Q2: 3,246 shares 3,246 $2.06M 0.18% +99 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: 3,920 shares; 2024Q4: 3,981 shares; 2025Q1: 4,148 shares; 2025Q2: 4,206 shares; 2025Q3: 4,209 shares; 2025Q4: 4,101 shares; 2026Q1: 4,043 shares; 2026Q2: 4,031 shares 4,031 $2.05M 0.18% -12 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: 8,829 shares; 2024Q4: 8,949 shares; 2025Q1: 9,099 shares; 2025Q2: 9,464 shares; 2025Q3: 9,327 shares; 2025Q4: 8,919 shares; 2026Q1: 9,080 shares; 2026Q2: 8,911 shares 8,911 $1.99M 0.18% -169 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: 2,389 shares; 2024Q4: 3,083 shares; 2025Q1: 2,875 shares; 2025Q2: 2,961 shares; 2025Q3: 3,221 shares; 2025Q4: 3,700 shares; 2026Q1: 3,578 shares; 2026Q2: 4,077 shares 4,077 $1.95M 0.17% +499 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: 22,626 shares; 2024Q4: 22,730 shares; 2025Q1: 22,414 shares; 2025Q2: 22,416 shares; 2025Q3: 22,777 shares; 2025Q4: 24,052 shares; 2026Q1: 23,804 shares; 2026Q2: 23,794 shares 23,794 $1.93M 0.17% -10 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: 20,707 shares; 2024Q4: 20,473 shares; 2025Q1: 18,653 shares; 2025Q2: 19,103 shares; 2025Q3: 16,592 shares; 2025Q4: 16,917 shares; 2026Q1: 15,972 shares; 2026Q2: 15,964 shares 15,964 $1.88M 0.17% -8 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: 7,540 shares; 2024Q4: 7,688 shares; 2025Q1: 7,465 shares; 2025Q2: 7,431 shares; 2025Q3: 7,235 shares; 2025Q4: 7,065 shares; 2026Q1: 6,950 shares; 2026Q2: 6,823 shares 6,823 $1.84M 0.17% -127 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 704 shares; 2026Q2: 800 shares 800 $1.82M 0.16% +96 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,852 shares; 2024Q4: 3,999 shares; 2025Q1: 3,350 shares; 2025Q2: 3,838 shares; 2025Q3: 3,866 shares; 2025Q4: 3,990 shares; 2026Q1: 4,031 shares; 2026Q2: 4,047 shares 4,047 $1.7M 0.15% +16 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,475 shares; 2024Q4: 7,258 shares; 2025Q1: 6,961 shares; 2025Q2: 9,459 shares; 2025Q3: 10,709 shares; 2025Q4: 15,272 shares; 2026Q1: 15,919 shares; 2026Q2: 17,940 shares 17,940 $1.67M 0.15% +2,021 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,554 shares; 2026Q1: 18,554 shares; 2026Q2: 18,554 shares 18,554 $1.67M 0.15% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,052 shares; 2024Q4: 54,716 shares; 2025Q1: 45,898 shares; 2025Q2: 45,620 shares; 2025Q3: 45,194 shares; 2025Q4: 43,510 shares; 2026Q1: 30,611 shares; 2026Q2: 11,901 shares 11,901 $1.64M 0.15% -18,710 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: 3,405 shares; 2024Q4: 3,762 shares; 2025Q1: 4,370 shares; 2025Q2: 4,783 shares; 2025Q3: 4,712 shares; 2025Q4: 4,784 shares; 2026Q1: 4,648 shares; 2026Q2: 4,738 shares 4,738 $1.63M 0.15% +90 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,013 shares; 2024Q4: 8,075 shares; 2025Q1: 7,861 shares; 2025Q2: 7,824 shares; 2025Q3: 7,641 shares; 2025Q4: 7,420 shares; 2026Q1: 7,391 shares; 2026Q2: 7,198 shares 7,198 $1.61M 0.14% -193 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: 1,473 shares; 2024Q4: 1,491 shares; 2025Q1: 1,422 shares; 2025Q2: 1,601 shares; 2025Q3: 2,060 shares; 2025Q4: 2,216 shares; 2026Q1: 2,373 shares; 2026Q2: 2,185 shares 2,185 $1.61M 0.14% -188 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,677 shares; 2024Q4: 4,649 shares; 2025Q1: 11,479 shares; 2025Q2: 11,722 shares; 2025Q3: 12,852 shares; 2025Q4: 13,040 shares; 2026Q1: 12,364 shares; 2026Q2: 12,367 shares 12,367 $1.59M 0.14% +3 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares; 2026Q1: 1,280 shares; 2026Q2: 1,615 shares 1,615 $1.56M 0.14% +335 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,936 shares; 2024Q4: 6,875 shares; 2025Q1: 6,701 shares; 2025Q2: 6,688 shares; 2025Q3: 6,518 shares; 2025Q4: 6,397 shares; 2026Q1: 6,381 shares; 2026Q2: 6,243 shares 6,243 $1.49M 0.13% -138 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,748 shares; 2024Q4: 2,821 shares; 2025Q1: 2,916 shares; 2025Q2: 2,831 shares; 2025Q3: 2,791 shares; 2025Q4: 2,806 shares; 2026Q1: 2,788 shares; 2026Q2: 2,035 shares 2,035 $1.47M 0.13% -753 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,893 shares; 2024Q4: 3,573 shares; 2025Q1: 3,061 shares; 2025Q2: 3,051 shares; 2025Q3: 3,037 shares; 2025Q4: 2,958 shares; 2026Q1: 2,923 shares; 2026Q2: 2,912 shares 2,912 $1.46M 0.13% -11 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,860 shares; 2024Q4: 3,163 shares; 2025Q1: 3,270 shares; 2025Q2: 3,471 shares; 2025Q3: 3,493 shares; 2025Q4: 3,661 shares; 2026Q1: 3,695 shares; 2026Q2: 3,849 shares 3,849 $1.45M 0.13% +154 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: 14,350 shares; 2024Q4: 14,342 shares; 2025Q1: 12,834 shares; 2025Q2: 12,345 shares; 2025Q3: 11,974 shares; 2025Q4: 11,411 shares; 2026Q1: 10,513 shares; 2026Q2: 10,045 shares 10,045 $1.37M 0.12% -468 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,206 shares; 2024Q4: 3,247 shares; 2025Q1: 3,067 shares; 2025Q2: 3,117 shares; 2025Q3: 3,255 shares; 2025Q4: 3,383 shares; 2026Q1: 3,240 shares; 2026Q2: 3,376 shares 3,376 $1.36M 0.12% +136 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,657 shares; 2025Q4: 20,004 shares; 2026Q1: 15,480 shares; 2026Q2: 25,895 shares 25,895 $1.36M 0.12% +10,415 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: 7,040 shares; 2024Q4: 6,873 shares; 2025Q1: 7,085 shares; 2025Q2: 6,715 shares; 2025Q3: 6,403 shares; 2025Q4: 6,434 shares; 2026Q1: 6,358 shares; 2026Q2: 6,317 shares 6,317 $1.34M 0.12% -41 Timeline USIG 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: 4,193 shares; 2025Q2: not reported; 2025Q3: 7,931 shares; 2025Q4: 26,625 shares; 2026Q1: 21,935 shares; 2026Q2: 25,658 shares 25,658 $1.32M 0.12% +3,723 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: 2,825 shares; 2024Q4: 3,958 shares; 2025Q1: 4,378 shares; 2025Q2: 9,913 shares; 2025Q3: 9,990 shares; 2025Q4: 12,950 shares; 2026Q1: 12,394 shares; 2026Q2: 12,714 shares 12,714 $1.3M 0.12% +320 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,084 shares; 2024Q4: 2,110 shares; 2025Q1: 2,177 shares; 2025Q2: 2,227 shares; 2025Q3: 2,301 shares; 2025Q4: 2,448 shares; 2026Q1: 2,323 shares; 2026Q2: 2,437 shares 2,437 $1.28M 0.11% +114 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,624 shares; 2024Q4: 2,874 shares; 2025Q1: 2,944 shares; 2025Q2: 3,006 shares; 2025Q3: 3,064 shares; 2025Q4: 3,145 shares; 2026Q1: 3,199 shares; 2026Q2: 3,332 shares 3,332 $1.25M 0.11% +133 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: 18,970 shares; 2024Q4: 18,778 shares; 2025Q1: 18,339 shares; 2025Q2: 19,751 shares; 2025Q3: 19,460 shares; 2025Q4: 19,796 shares; 2026Q1: 19,624 shares; 2026Q2: 20,602 shares 20,602 $1.24M 0.11% +978 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378 shares; 2024Q4: 588 shares; 2025Q1: 569 shares; 2025Q2: 610 shares; 2025Q3: 636 shares; 2025Q4: 703 shares; 2026Q1: 705 shares; 2026Q2: 615 shares 615 $1.22M 0.11% -90 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: 1,470 shares; 2024Q4: 1,575 shares; 2025Q1: 1,835 shares; 2025Q2: 2,259 shares; 2025Q3: 2,274 shares; 2025Q4: 2,344 shares; 2026Q1: 2,278 shares; 2026Q2: 2,167 shares 2,167 $1.22M 0.11% -111 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,774 shares; 2025Q4: 4,250 shares; 2026Q1: 4,735 shares; 2026Q2: 5,636 shares 5,636 $1.14M 0.1% +901 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: 7,164 shares; 2024Q4: 7,146 shares; 2025Q1: 5,434 shares; 2025Q2: 5,213 shares; 2025Q3: 5,056 shares; 2025Q4: 4,822 shares; 2026Q1: 4,813 shares; 2026Q2: 4,686 shares 4,686 $1.12M 0.1% -127 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: 3,153 shares; 2024Q4: 3,178 shares; 2025Q1: 3,263 shares; 2025Q2: 3,349 shares; 2025Q3: 3,424 shares; 2025Q4: 2,885 shares; 2026Q1: 3,103 shares; 2026Q2: 3,110 shares 3,110 $1.07M 0.1% +7 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,507 shares; 2025Q1: 2,949 shares; 2025Q2: 3,497 shares; 2025Q3: 9,343 shares; 2025Q4: 13,712 shares; 2026Q1: 9,524 shares; 2026Q2: 9,103 shares 9,103 $1.07M 0.1% -421 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: 10,684 shares; 2024Q4: 10,753 shares; 2025Q1: 10,831 shares; 2025Q2: 11,039 shares; 2025Q3: 11,197 shares; 2025Q4: 10,855 shares; 2026Q1: 10,678 shares; 2026Q2: 10,422 shares 10,422 $1.07M 0.1% -256 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,755 shares; 2024Q4: 4,901 shares; 2025Q1: 4,966 shares; 2025Q2: 5,034 shares; 2025Q3: 5,160 shares; 2025Q4: 5,548 shares; 2026Q1: 5,402 shares; 2026Q2: 5,797 shares 5,797 $966K 0.09% +395 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,049 shares; 2025Q2: 4,046 shares; 2025Q3: 4,037 shares; 2025Q4: 4,078 shares; 2026Q1: 4,030 shares; 2026Q2: 2,222 shares 2,222 $963K 0.09% -1,808 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: 4,440 shares; 2024Q4: 4,696 shares; 2025Q1: 5,435 shares; 2025Q2: 5,840 shares; 2025Q3: 7,817 shares; 2025Q4: 10,263 shares; 2026Q1: 10,322 shares; 2026Q2: 12,714 shares 12,714 $962K 0.09% +2,392 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,109 shares; 2024Q4: 4,140 shares; 2025Q1: 4,095 shares; 2025Q2: 4,169 shares; 2025Q3: 4,271 shares; 2025Q4: 4,495 shares; 2026Q1: 4,352 shares; 2026Q2: 4,767 shares 4,767 $929K 0.08% +415 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: 2,051 shares; 2024Q4: 2,095 shares; 2025Q1: 1,920 shares; 2025Q2: 1,955 shares; 2025Q3: 2,054 shares; 2025Q4: 2,154 shares; 2026Q1: 2,121 shares; 2026Q2: 2,323 shares 2,323 $924K 0.08% +202 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: 5,824 shares; 2024Q4: 5,947 shares; 2025Q1: 8,223 shares; 2025Q2: 9,096 shares; 2025Q3: 10,025 shares; 2025Q4: 9,561 shares; 2026Q1: 5,365 shares; 2026Q2: 5,410 shares 5,410 $897K 0.08% +45 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,355 shares; 2024Q4: 3,658 shares; 2025Q1: 3,852 shares; 2025Q2: 4,127 shares; 2025Q3: 4,183 shares; 2025Q4: 3,707 shares; 2026Q1: 4,293 shares; 2026Q2: 4,620 shares 4,620 $880K 0.08% +327 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: 11,561 shares; 2024Q4: 10,984 shares; 2025Q1: 12,567 shares; 2025Q2: 12,586 shares; 2025Q3: 15,124 shares; 2025Q4: 16,731 shares; 2026Q1: 14,686 shares; 2026Q2: 15,274 shares 15,274 $870K 0.08% +588 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,566 shares; 2024Q4: 17,560 shares; 2025Q1: 17,560 shares; 2025Q2: 17,560 shares; 2025Q3: 16,852 shares; 2025Q4: 16,852 shares; 2026Q1: 16,881 shares; 2026Q2: 16,881 shares 16,881 $851K 0.08% 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: 20,113 shares; 2024Q4: 19,964 shares; 2025Q1: 19,624 shares; 2025Q2: 19,725 shares; 2025Q3: 20,764 shares; 2025Q4: 21,348 shares; 2026Q1: 20,030 shares; 2026Q2: 20,034 shares 20,034 $848K 0.08% +4 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: 11,607 shares; 2025Q1: 11,607 shares; 2025Q2: 11,607 shares; 2025Q3: 11,607 shares; 2025Q4: 11,607 shares; 2026Q1: 11,607 shares; 2026Q2: 16,875 shares 16,875 $836K 0.08% +5,268 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: 14,550 shares; 2024Q4: 21,189 shares; 2025Q1: 21,219 shares; 2025Q2: 10,362 shares; 2025Q3: 10,403 shares; 2025Q4: 10,463 shares; 2026Q1: 15,996 shares; 2026Q2: 16,038 shares 16,038 $812K 0.07% +42 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,150 shares; 2024Q4: 41,062 shares; 2025Q1: 41,062 shares; 2025Q2: 40,402 shares; 2025Q3: 39,678 shares; 2025Q4: 39,678 shares; 2026Q1: 37,038 shares; 2026Q2: 35,415 shares 35,415 $806K 0.07% -1,623 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: not reported; 2024Q4: 2,151 shares; 2025Q1: 2,151 shares; 2025Q2: 2,151 shares; 2025Q3: 2,718 shares; 2025Q4: 2,639 shares; 2026Q1: 2,740 shares; 2026Q2: 3,636 shares 3,636 $798K 0.07% +896 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605 shares; 2025Q3: 606 shares; 2025Q4: 731 shares; 2026Q1: 733 shares; 2026Q2: 739 shares 739 $787K 0.07% +6 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,769 shares; 2025Q1: 2,769 shares; 2025Q2: 2,769 shares; 2025Q3: 2,769 shares; 2025Q4: 2,769 shares; 2026Q1: 2,769 shares; 2026Q2: 3,866 shares 3,866 $772K 0.07% +1,097 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: 3,502 shares; 2024Q4: 3,508 shares; 2025Q1: 3,733 shares; 2025Q2: 3,401 shares; 2025Q3: 3,249 shares; 2025Q4: 3,234 shares; 2026Q1: 3,269 shares; 2026Q2: 3,264 shares 3,264 $772K 0.07% -5 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: 3,625 shares; 2024Q4: 5,271 shares; 2025Q1: 4,408 shares; 2025Q2: 4,572 shares; 2025Q3: 4,572 shares; 2025Q4: 4,690 shares; 2026Q1: 4,680 shares; 2026Q2: 5,196 shares 5,196 $771K 0.07% +516 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: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,257 shares; 2025Q3: 1,248 shares; 2025Q4: 2,572 shares; 2026Q1: 2,529 shares; 2026Q2: 2,464 shares 2,464 $740K 0.07% -65 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: 1,236 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,127 shares; 2026Q1: 1,186 shares; 2026Q2: 1,267 shares 1,267 $736K 0.07% +81 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: 15,640 shares; 2024Q4: 15,687 shares; 2025Q1: 15,560 shares; 2025Q2: 15,542 shares; 2025Q3: 15,494 shares; 2025Q4: 15,490 shares; 2026Q1: 15,468 shares; 2026Q2: 15,480 shares 15,480 $736K 0.07% +12 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: 3,959 shares; 2024Q4: 3,956 shares; 2025Q1: 3,996 shares; 2025Q2: 5,161 shares; 2025Q3: 5,164 shares; 2025Q4: 5,190 shares; 2026Q1: 5,159 shares; 2026Q2: 5,108 shares 5,108 $731K 0.07% -51 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,924 shares; 2024Q4: 20,163 shares; 2025Q1: 19,336 shares; 2025Q2: 19,741 shares; 2025Q3: 20,262 shares; 2025Q4: 22,845 shares; 2026Q1: 22,996 shares; 2026Q2: 25,746 shares 25,746 $726K 0.07% +2,750 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,648 shares; 2024Q4: 13,826 shares; 2025Q1: 13,824 shares; 2025Q2: 12,826 shares; 2025Q3: 11,880 shares; 2025Q4: 11,880 shares; 2026Q1: 11,880 shares; 2026Q2: 11,455 shares 11,455 $715K 0.06% -425 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: 7,357 shares; 2024Q4: 8,380 shares; 2025Q1: 5,939 shares; 2025Q2: 6,599 shares; 2025Q3: 6,699 shares; 2025Q4: 9,114 shares; 2026Q1: 8,593 shares; 2026Q2: 6,090 shares 6,090 $710K 0.06% -2,503 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,830 shares; 2024Q4: 1,830 shares; 2025Q1: 2,005 shares; 2025Q2: 2,005 shares; 2025Q3: 1,860 shares; 2025Q4: 3,720 shares; 2026Q1: 3,720 shares; 2026Q2: 3,720 shares 3,720 $709K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,450 shares; 2026Q1: 7,427 shares; 2026Q2: 7,330 shares 7,330 $707K 0.06% -97 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,540 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares; 2026Q1: 1,609 shares; 2026Q2: 7,967 shares 7,967 $700K 0.06% +6,358 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,312 shares 2,312 $689K 0.06% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,101 shares; 2024Q4: 73,371 shares; 2025Q1: 65,150 shares; 2025Q2: 64,398 shares; 2025Q3: 63,385 shares; 2025Q4: 61,045 shares; 2026Q1: 9,468 shares; 2026Q2: 7,098 shares 7,098 $688K 0.06% -2,370 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,722 shares; 2024Q4: 2,808 shares; 2025Q1: 2,808 shares; 2025Q2: 2,813 shares; 2025Q3: 3,398 shares; 2025Q4: 4,821 shares; 2026Q1: 4,774 shares; 2026Q2: 5,011 shares 5,011 $665K 0.06% +237 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: 5,896 shares; 2024Q4: 5,957 shares; 2025Q1: 5,982 shares; 2025Q2: 5,947 shares; 2025Q3: 4,826 shares; 2025Q4: 4,836 shares; 2026Q1: 4,836 shares; 2026Q2: 4,831 shares 4,831 $664K 0.06% -5 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,482 shares; 2024Q4: 4,728 shares; 2025Q1: 4,838 shares; 2025Q2: 5,155 shares; 2025Q3: 6,929 shares; 2025Q4: 8,072 shares; 2026Q1: 7,769 shares; 2026Q2: 8,049 shares 8,049 $621K 0.06% +280 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: 5,006 shares; 2024Q4: 5,006 shares; 2025Q1: 5,033 shares; 2025Q2: 6,113 shares; 2025Q3: 5,985 shares; 2025Q4: 6,132 shares; 2026Q1: 5,810 shares; 2026Q2: 5,423 shares 5,423 $619K 0.06% -387 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: 653 shares; 2024Q4: 1,334 shares; 2025Q1: 1,481 shares; 2025Q2: 1,397 shares; 2025Q3: 1,387 shares; 2025Q4: 1,489 shares; 2026Q1: 1,678 shares; 2026Q2: 1,770 shares 1,770 $604K 0.05% +92 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,226 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,683 shares 3,683 $600K 0.05% new 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: 811 shares; 2024Q4: 816 shares; 2025Q1: 803 shares; 2025Q2: 925 shares; 2025Q3: 1,033 shares; 2025Q4: 10,185 shares; 2026Q1: 9,420 shares; 2026Q2: 8,046 shares 8,046 $574K 0.05% -1,374 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 628 shares; 2024Q4: 676 shares; 2025Q1: 691 shares; 2025Q2: 791 shares; 2025Q3: 1,062 shares; 2025Q4: 1,097 shares; 2026Q1: 1,146 shares; 2026Q2: 6,582 shares 6,582 $567K 0.05% +5,436 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,814 shares; 2024Q4: 1,814 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,818 shares; 2026Q1: 1,806 shares; 2026Q2: 1,806 shares 1,806 $566K 0.05% 0 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: 540 shares; 2024Q4: 606 shares; 2025Q1: 651 shares; 2025Q2: 622 shares; 2025Q3: 630 shares; 2025Q4: 829 shares; 2026Q1: 982 shares; 2026Q2: 820 shares 820 $563K 0.05% -162 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: 1,364 shares; 2024Q4: 1,419 shares; 2025Q1: 1,439 shares; 2025Q2: 1,738 shares; 2025Q3: 1,710 shares; 2025Q4: 1,745 shares; 2026Q1: 1,759 shares; 2026Q2: 1,886 shares 1,886 $530K 0.05% +127 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV 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: 18,938 shares; 2026Q1: 18,938 shares; 2026Q2: 18,938 shares 18,938 $524K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,019 shares; 2025Q2: 886 shares; 2025Q3: 886 shares; 2025Q4: 1,258 shares; 2026Q1: 1,491 shares; 2026Q2: 1,418 shares 1,418 $522K 0.05% -73 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB 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: 52,500 shares; 2026Q1: 52,500 shares; 2026Q2: 52,500 shares 52,500 $515K 0.05% 0 Timeline FDVV 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: not reported; 2025Q1: not reported; 2025Q2: 8,807 shares; 2025Q3: 8,379 shares; 2025Q4: 8,374 shares; 2026Q1: 8,381 shares; 2026Q2: 8,051 shares 8,051 $485K 0.04% -330 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: 803 shares; 2024Q4: 845 shares; 2025Q1: 841 shares; 2025Q2: 834 shares; 2025Q3: 860 shares; 2025Q4: 863 shares; 2026Q1: 881 shares; 2026Q2: 946 shares 946 $482K 0.04% +65 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares; 2025Q4: 1,285 shares; 2026Q1: 1,260 shares; 2026Q2: 1,260 shares 1,260 $471K 0.04% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,183 shares; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares; 2026Q1: 2,880 shares; 2026Q2: 2,880 shares 2,880 $460K 0.04% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,278 shares; 2025Q4: 16,457 shares; 2026Q1: 8,840 shares; 2026Q2: 9,097 shares 9,097 $460K 0.04% +257 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,464 shares; 2026Q2: 4,232 shares 4,232 $460K 0.04% +768 Timeline IEI 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: 2,121 shares; 2025Q2: 3,244 shares; 2025Q3: 2,860 shares; 2025Q4: 4,648 shares; 2026Q1: 3,788 shares; 2026Q2: 3,877 shares 3,877 $455K 0.04% +89 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 391 shares; 2026Q1: 374 shares; 2026Q2: 381 shares 381 $448K 0.04% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,720 shares; 2026Q1: 2,700 shares; 2026Q2: 2,418 shares 2,418 $447K 0.04% -282 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: 885 shares; 2024Q4: 885 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 854 shares; 2025Q4: 868 shares; 2026Q1: 868 shares; 2026Q2: 3,472 shares 3,472 $431K 0.04% +2,604 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $431K 0.04% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES 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: 2,288 shares; 2025Q4: 3,261 shares; 2026Q1: 3,346 shares; 2026Q2: 3,483 shares 3,483 $408K 0.04% +137 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: 8,354 shares; 2024Q4: 8,329 shares; 2025Q1: 2,464 shares; 2025Q2: 2,564 shares; 2025Q3: 2,561 shares; 2025Q4: 2,489 shares; 2026Q1: 2,489 shares; 2026Q2: 2,489 shares 2,489 $403K 0.04% 0 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: 1,398 shares; 2024Q4: 1,691 shares; 2025Q1: 1,669 shares; 2025Q2: 1,874 shares; 2025Q3: 1,876 shares; 2025Q4: 1,826 shares; 2026Q1: 1,833 shares; 2026Q2: 1,843 shares 1,843 $399K 0.04% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,812 shares; 2025Q4: 2,430 shares; 2026Q1: 2,536 shares; 2026Q2: 2,511 shares 2,511 $394K 0.04% -25 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 11,958 shares 11,958 $391K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 682 shares; 2025Q4: 1,272 shares; 2026Q1: 1,268 shares; 2026Q2: 1,244 shares 1,244 $391K 0.04% -24 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,798 shares; 2026Q1: 15,146 shares; 2026Q2: 17,581 shares 17,581 $389K 0.03% +2,435 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: not reported; 2024Q4: 3,394 shares; 2025Q1: 3,384 shares; 2025Q2: 3,681 shares; 2025Q3: 4,063 shares; 2025Q4: 4,733 shares; 2026Q1: 3,415 shares; 2026Q2: 3,415 shares 3,415 $377K 0.03% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,783 shares; 2024Q4: 5,473 shares; 2025Q1: 5,196 shares; 2025Q2: 5,581 shares; 2025Q3: 6,094 shares; 2025Q4: 7,425 shares; 2026Q1: 7,645 shares; 2026Q2: 7,602 shares 7,602 $375K 0.03% -43 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: 3,530 shares; 2026Q1: 4,744 shares; 2026Q2: 4,823 shares 4,823 $375K 0.03% +79 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 394 shares; 2025Q2: 350 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 345 shares; 2026Q2: 370 shares 370 $374K 0.03% +25 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,828 shares; 2024Q4: 11,828 shares; 2025Q1: 11,828 shares; 2025Q2: 11,828 shares; 2025Q3: 21,980 shares; 2025Q4: 21,980 shares; 2026Q1: 21,980 shares; 2026Q2: 21,980 shares 21,980 $372K 0.03% 0 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,490 shares; 2026Q1: 9,652 shares; 2026Q2: 8,958 shares 8,958 $371K 0.03% -694 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,496 shares; 2026Q1: 3,496 shares; 2026Q2: 3,496 shares 3,496 $363K 0.03% 0 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: 3,450 shares; 2024Q4: 3,396 shares; 2025Q1: 3,686 shares; 2025Q2: 3,565 shares; 2025Q3: 2,534 shares; 2025Q4: 2,758 shares; 2026Q1: 2,182 shares; 2026Q2: 1,736 shares 1,736 $363K 0.03% -446 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,548 shares; 2024Q4: 20,813 shares; 2025Q1: 18,504 shares; 2025Q2: 18,458 shares; 2025Q3: 14,964 shares; 2025Q4: 3,136 shares; 2026Q1: 1,550 shares; 2026Q2: 1,550 shares 1,550 $357K 0.03% 0 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,868 shares; 2026Q1: 10,817 shares; 2026Q2: 12,579 shares 12,579 $354K 0.03% +1,762 Timeline VSS 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: 80,204 shares; 2024Q4: 76,065 shares; 2025Q1: 3,078 shares; 2025Q2: 2,281 shares; 2025Q3: 2,238 shares; 2025Q4: 2,236 shares; 2026Q1: 1,872 shares; 2026Q2: 2,259 shares 2,259 $349K 0.03% +387 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,586 shares; 2025Q4: 3,586 shares; 2026Q1: 3,212 shares; 2026Q2: 3,212 shares 3,212 $332K 0.03% 0 Timeline TOUS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,750 shares; 2025Q3: 8,605 shares; 2025Q4: 8,605 shares; 2026Q1: 8,605 shares; 2026Q2: 8,605 shares 8,605 $330K 0.03% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,492 shares; 2026Q1: 4,535 shares; 2026Q2: 5,718 shares 5,718 $330K 0.03% +1,183 Timeline SMLF 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: 2,941 shares; 2025Q4: 4,004 shares; 2026Q1: 3,513 shares; 2026Q2: 3,626 shares 3,626 $323K 0.03% +113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,126 shares; 2026Q1: 2,128 shares; 2026Q2: 2,232 shares 2,232 $323K 0.03% +104 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES 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: 6,067 shares; 2026Q1: 6,098 shares; 2026Q2: 6,341 shares 6,341 $317K 0.03% +243 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: 864 shares; 2024Q4: 861 shares; 2025Q1: 886 shares; 2025Q2: 896 shares; 2025Q3: 895 shares; 2025Q4: 918 shares; 2026Q1: 935 shares; 2026Q2: 934 shares 934 $316K 0.03% -1 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,095 shares; 2025Q4: not reported; 2026Q1: 1,218 shares; 2026Q2: 1,218 shares 1,218 $311K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 454 shares; 2026Q1: not reported; 2026Q2: 407 shares 407 $311K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,958 shares; 2026Q1: 2,560 shares; 2026Q2: 2,483 shares 2,483 $309K 0.03% -77 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: not reported; 2024Q4: 1,293 shares; 2025Q1: not reported; 2025Q2: 1,171 shares; 2025Q3: 1,181 shares; 2025Q4: 1,182 shares; 2026Q1: 1,200 shares; 2026Q2: 1,215 shares 1,215 $307K 0.03% +15 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares; 2026Q2: 155 shares 155 $303K 0.03% +3 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,533 shares; 2025Q1: 3,468 shares; 2025Q2: 3,469 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares; 2026Q1: 4,044 shares; 2026Q2: 3,667 shares 3,667 $303K 0.03% -377 Timeline ESGD 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: 2,792 shares; 2026Q1: 2,817 shares; 2026Q2: 2,941 shares 2,941 $302K 0.03% +124 Timeline MCHI 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: 4,659 shares; 2025Q2: 6,034 shares; 2025Q3: 7,068 shares; 2025Q4: 9,387 shares; 2026Q1: 10,688 shares; 2026Q2: 5,902 shares 5,902 $301K 0.03% -4,786 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,003 shares; 2024Q4: 996 shares; 2025Q1: 997 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,981 shares; 2026Q1: 1,981 shares; 2026Q2: 1,986 shares 1,986 $301K 0.03% +5 Timeline EWU 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: 5,747 shares; 2026Q1: 6,418 shares; 2026Q2: 6,462 shares 6,462 $298K 0.03% +44 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,888 shares; 2025Q1: 1,888 shares; 2025Q2: 1,888 shares; 2025Q3: 1,888 shares; 2025Q4: 1,915 shares; 2026Q1: 1,915 shares; 2026Q2: 1,888 shares 1,888 $286K 0.03% -27 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE 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: 2,882 shares; 2025Q4: 2,882 shares; 2026Q1: 2,882 shares; 2026Q2: 2,882 shares 2,882 $278K 0.02% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,313 shares; 2024Q4: 5,313 shares; 2025Q1: not reported; 2025Q2: 5,313 shares; 2025Q3: 5,913 shares; 2025Q4: 5,923 shares; 2026Q1: 5,323 shares; 2026Q2: 5,283 shares 5,283 $277K 0.02% -40 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,902 shares; 2026Q1: 1,934 shares; 2026Q2: 1,943 shares 1,943 $272K 0.02% +9 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,304 shares; 2026Q1: 3,204 shares; 2026Q2: 3,694 shares 3,694 $263K 0.02% +490 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: 462 shares; 2024Q4: 515 shares; 2025Q1: 569 shares; 2025Q2: 526 shares; 2025Q3: 524 shares; 2025Q4: 517 shares; 2026Q1: 521 shares; 2026Q2: 501 shares 501 $260K 0.02% -20 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: 4,940 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,940 shares; 2025Q3: 4,940 shares; 2025Q4: 4,940 shares; 2026Q1: 4,992 shares; 2026Q2: 4,992 shares 4,992 $258K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,470 shares; 2025Q4: 1,579 shares; 2026Q1: 1,603 shares; 2026Q2: 1,694 shares 1,694 $257K 0.02% +91 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 7,770 shares; 2025Q3: 7,770 shares; 2025Q4: 7,770 shares; 2026Q1: 7,770 shares; 2026Q2: 7,770 shares 7,770 $256K 0.02% 0 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: 52,379 shares; 2024Q4: 35,176 shares; 2025Q1: 22,237 shares; 2025Q2: 23,430 shares; 2025Q3: 22,783 shares; 2025Q4: 24,655 shares; 2026Q1: 10,443 shares; 2026Q2: 10,450 shares 10,450 $252K 0.02% +7 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,756 shares; 2024Q4: 5,756 shares; 2025Q1: 5,756 shares; 2025Q2: 5,756 shares; 2025Q3: 5,756 shares; 2025Q4: 5,756 shares; 2026Q1: 5,756 shares; 2026Q2: 5,756 shares 5,756 $251K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 763 shares; 2025Q4: 763 shares; 2026Q1: 763 shares; 2026Q2: 757 shares 757 $250K 0.02% -6 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: 840 shares; 2024Q4: 911 shares; 2025Q1: 1,020 shares; 2025Q2: 716 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 595 shares 595 $247K 0.02% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,989 shares; 2025Q4: 52,178 shares; 2026Q1: 26,357 shares; 2026Q2: 2,635 shares 2,635 $241K 0.02% -23,722 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,176 shares 3,176 $241K 0.02% new Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,713 shares 3,713 $233K 0.02% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,498 shares; 2024Q4: 4,498 shares; 2025Q1: 3,323 shares; 2025Q2: 2,604 shares; 2025Q3: 2,604 shares; 2025Q4: 2,604 shares; 2026Q1: 2,604 shares; 2026Q2: 2,604 shares 2,604 $233K 0.02% 0 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: 2,365 shares; 2024Q4: 2,350 shares; 2025Q1: 2,336 shares; 2025Q2: 2,336 shares; 2025Q3: 2,322 shares; 2025Q4: 2,051 shares; 2026Q1: not reported; 2026Q2: 2,087 shares 2,087 $229K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 980 shares; 2025Q2: not reported; 2025Q3: 958 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 955 shares 955 $227K 0.02% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,029 shares 1,029 $224K 0.02% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,305 shares 2,305 $220K 0.02% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,420 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,239 shares 3,239 $219K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,376 shares 4,376 $217K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,058 shares; 2025Q3: 4,064 shares; 2025Q4: 4,014 shares; 2026Q1: 2,937 shares; 2026Q2: 2,937 shares 2,937 $216K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,611 shares 2,611 $215K 0.02% new Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 586 shares 586 $214K 0.02% new Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & 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: 43,345 shares; 2026Q1: 43,345 shares; 2026Q2: 43,345 shares 43,345 $210K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,778 shares; 2026Q2: 2,778 shares 2,778 $207K 0.02% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES 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: 3,960 shares 3,960 $206K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,724 shares; 2026Q2: 2,677 shares 2,677 $205K 0.02% -47 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,385 shares 3,385 $202K 0.02% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,940 shares 1,940 $200K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,687 shares; 2025Q3: 17,633 shares; 2025Q4: 17,633 shares; 2026Q1: 14,563 shares; 2026Q2: 14,230 shares 14,230 $198K 0.02% -333 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,193 shares; 2024Q4: 10,073 shares; 2025Q1: 10,073 shares; 2025Q2: not reported; 2025Q3: 11,762 shares; 2025Q4: 14,735 shares; 2026Q1: 14,289 shares; 2026Q2: 14,118 shares 14,118 $187K 0.02% -171 Timeline