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: 436,929 shares; 2024Q4: 1,352,845 shares; 2025Q1: 1,433,824 shares; 2025Q2: 1,557,780 shares; 2025Q3: 1,631,574 shares; 2025Q4: 1,666,797 shares; 2026Q1: 1,714,405 shares; 2026Q2: 1,766,011 shares 1,766,011 $52M 6.4% +51,606 Timeline FNDX 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: 438,485 shares; 2024Q4: 1,392,480 shares; 2025Q1: 1,450,222 shares; 2025Q2: 1,469,002 shares; 2025Q3: 1,532,626 shares; 2025Q4: 1,576,625 shares; 2026Q1: 1,594,298 shares; 2026Q2: 1,650,796 shares 1,650,796 $51.3M 6.33% +56,498 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: 158,536 shares; 2024Q4: 156,825 shares; 2025Q1: 155,943 shares; 2025Q2: 155,165 shares; 2025Q3: 154,313 shares; 2025Q4: 153,024 shares; 2026Q1: 151,533 shares; 2026Q2: 151,324 shares 151,324 $43.8M 5.4% -209 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: 574,809 shares; 2024Q4: 1,208,757 shares; 2025Q1: 1,277,052 shares; 2025Q2: 1,310,058 shares; 2025Q3: 1,405,701 shares; 2025Q4: 1,449,453 shares; 2026Q1: 1,482,356 shares; 2026Q2: 1,538,803 shares 1,538,803 $42.6M 5.25% +56,447 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: 102,866 shares; 2024Q4: 104,049 shares; 2025Q1: 103,282 shares; 2025Q2: 101,431 shares; 2025Q3: 101,519 shares; 2025Q4: 101,024 shares; 2026Q1: 99,046 shares; 2026Q2: 98,917 shares 98,917 $35.4M 4.36% -129 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: 169,668 shares; 2024Q4: 167,031 shares; 2025Q1: 165,745 shares; 2025Q2: 168,651 shares; 2025Q3: 168,367 shares; 2025Q4: 161,311 shares; 2026Q1: 160,972 shares; 2026Q2: 161,272 shares 161,272 $32.3M 3.98% +300 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: 22,939 shares; 2024Q4: 22,944 shares; 2025Q1: 22,865 shares; 2025Q2: 23,220 shares; 2025Q3: 23,524 shares; 2025Q4: 23,377 shares; 2026Q1: 22,651 shares; 2026Q2: 23,665 shares 23,665 $25.2M 3.11% +1,014 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: 40,250 shares; 2024Q4: 40,359 shares; 2025Q1: 41,427 shares; 2025Q2: 42,153 shares; 2025Q3: 42,288 shares; 2025Q4: 41,919 shares; 2026Q1: 42,326 shares; 2026Q2: 42,370 shares 42,370 $20.9M 2.58% +44 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,177 shares; 2024Q4: 147,388 shares; 2025Q1: 154,372 shares; 2025Q2: 158,119 shares; 2025Q3: 167,490 shares; 2025Q4: 172,537 shares; 2026Q1: 175,859 shares; 2026Q2: 180,897 shares 180,897 $17.5M 2.15% +5,038 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: 40,745 shares; 2024Q4: 41,070 shares; 2025Q1: 40,998 shares; 2025Q2: 40,671 shares; 2025Q3: 40,868 shares; 2025Q4: 41,264 shares; 2026Q1: 41,744 shares; 2026Q2: 43,548 shares 43,548 $16.2M 2% +1,804 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,261 shares; 2024Q4: 113,343 shares; 2025Q1: 117,574 shares; 2025Q2: 121,400 shares; 2025Q3: 124,196 shares; 2025Q4: 125,944 shares; 2026Q1: 125,351 shares; 2026Q2: 129,081 shares 129,081 $16.1M 1.98% +3,730 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: 42,360 shares; 2024Q4: 42,217 shares; 2025Q1: 43,132 shares; 2025Q2: 44,254 shares; 2025Q3: 44,422 shares; 2025Q4: 44,549 shares; 2026Q1: 44,281 shares; 2026Q2: 44,470 shares 44,470 $14.6M 1.79% +189 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: 28,915 shares; 2024Q4: 28,880 shares; 2025Q1: 29,305 shares; 2025Q2: 29,467 shares; 2025Q3: 29,513 shares; 2025Q4: 29,042 shares; 2026Q1: 28,722 shares; 2026Q2: 28,923 shares 28,923 $14.5M 1.79% +201 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: 83,128 shares; 2024Q4: 260,386 shares; 2025Q1: 294,162 shares; 2025Q2: 313,097 shares; 2025Q3: 344,233 shares; 2025Q4: 351,877 shares; 2026Q1: 360,945 shares; 2026Q2: 376,253 shares 376,253 $13.9M 1.71% +15,308 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: 47,437 shares; 2024Q4: 47,244 shares; 2025Q1: 47,219 shares; 2025Q2: 46,845 shares; 2025Q3: 46,644 shares; 2025Q4: 46,594 shares; 2026Q1: 46,963 shares; 2026Q2: 47,061 shares 47,061 $11.8M 1.46% +98 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: 50,924 shares; 2024Q4: 46,788 shares; 2025Q1: 46,268 shares; 2025Q2: 45,814 shares; 2025Q3: 45,077 shares; 2025Q4: 44,624 shares; 2026Q1: 43,689 shares; 2026Q2: 43,615 shares 43,615 $11.1M 1.36% -74 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,328 shares; 2024Q4: 34,816 shares; 2025Q1: 43,508 shares; 2025Q2: 52,542 shares; 2025Q3: 81,973 shares; 2025Q4: 90,142 shares; 2026Q1: 97,814 shares; 2026Q2: 104,566 shares 104,566 $10.8M 1.33% +6,752 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: 9,069 shares; 2024Q4: 10,496 shares; 2025Q1: 13,326 shares; 2025Q2: 15,008 shares; 2025Q3: 16,676 shares; 2025Q4: 18,077 shares; 2026Q1: 18,583 shares; 2026Q2: 121,681 shares 121,681 $10.5M 1.29% +103,098 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: 111,159 shares; 2024Q4: 221,963 shares; 2025Q1: 232,748 shares; 2025Q2: 244,183 shares; 2025Q3: 262,115 shares; 2025Q4: 268,672 shares; 2026Q1: 276,989 shares; 2026Q2: 289,888 shares 289,888 $10.5M 1.29% +12,899 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: 58,016 shares; 2024Q4: 57,833 shares; 2025Q1: 57,424 shares; 2025Q2: 56,627 shares; 2025Q3: 53,250 shares; 2025Q4: 51,846 shares; 2026Q1: 49,770 shares; 2026Q2: 49,105 shares 49,105 $10.4M 1.29% -665 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,596 shares; 2024Q4: 7,520 shares; 2025Q1: 7,418 shares; 2025Q2: 111,285 shares; 2025Q3: 110,570 shares; 2025Q4: 111,344 shares; 2026Q1: 111,208 shares; 2026Q2: 112,322 shares 112,322 $10.3M 1.27% +1,114 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: not reported; 2025Q2: 98,813 shares; 2025Q3: 96,228 shares; 2025Q4: 105,060 shares; 2026Q1: 104,826 shares; 2026Q2: 108,993 shares 108,993 $9.94M 1.22% +4,167 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: 66,645 shares; 2024Q4: 66,766 shares; 2025Q1: 66,998 shares; 2025Q2: 67,647 shares; 2025Q3: 67,268 shares; 2025Q4: 66,641 shares; 2026Q1: 66,364 shares; 2026Q2: 66,498 shares 66,498 $9.75M 1.2% +134 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: 81,348 shares; 2024Q4: 81,053 shares; 2025Q1: 81,489 shares; 2025Q2: 81,083 shares; 2025Q3: 81,256 shares; 2025Q4: 80,860 shares; 2026Q1: 79,104 shares; 2026Q2: 84,577 shares 84,577 $9.58M 1.18% +5,473 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: 31,427 shares; 2024Q4: 33,025 shares; 2025Q1: 33,304 shares; 2025Q2: 36,037 shares; 2025Q3: 37,239 shares; 2025Q4: 37,708 shares; 2026Q1: 38,345 shares; 2026Q2: 39,319 shares 39,319 $9.37M 1.15% +974 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: 46,656 shares; 2024Q4: 46,657 shares; 2025Q1: 47,757 shares; 2025Q2: 48,148 shares; 2025Q3: 48,203 shares; 2025Q4: 47,966 shares; 2026Q1: 47,681 shares; 2026Q2: 47,763 shares 47,763 $9.1M 1.12% +82 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $8.99M 1.11% 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: 8,722 shares; 2024Q4: 8,692 shares; 2025Q1: 8,650 shares; 2025Q2: 8,589 shares; 2025Q3: 8,492 shares; 2025Q4: 8,360 shares; 2026Q1: 8,360 shares; 2026Q2: 8,352 shares 8,352 $8.45M 1.04% -8 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: 21,418 shares; 2024Q4: 21,772 shares; 2025Q1: 21,645 shares; 2025Q2: 21,855 shares; 2025Q3: 22,020 shares; 2025Q4: 22,108 shares; 2026Q1: 22,280 shares; 2026Q2: 22,391 shares 22,391 $7.68M 0.95% +111 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: 40,196 shares; 2024Q4: 40,107 shares; 2025Q1: 39,930 shares; 2025Q2: 40,082 shares; 2025Q3: 34,366 shares; 2025Q4: 32,487 shares; 2026Q1: 31,285 shares; 2026Q2: 31,033 shares 31,033 $7.34M 0.9% -252 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,549 shares; 2024Q4: 159,991 shares; 2025Q1: 159,975 shares; 2025Q2: 158,521 shares; 2025Q3: 147,239 shares; 2025Q4: 143,281 shares; 2026Q1: 136,439 shares; 2026Q2: 134,489 shares 134,489 $7.1M 0.87% -1,950 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: 1,716 shares; 2024Q4: 1,716 shares; 2025Q1: not reported; 2025Q2: 1,716 shares; 2025Q3: 1,716 shares; 2025Q4: 1,693 shares; 2026Q1: 12,138 shares; 2026Q2: 12,015 shares 12,015 $6.98M 0.86% -123 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: 70,958 shares; 2024Q4: 71,463 shares; 2025Q1: 71,463 shares; 2025Q2: 71,167 shares; 2025Q3: 71,467 shares; 2025Q4: 71,249 shares; 2026Q1: 72,438 shares; 2026Q2: 74,442 shares 74,442 $6.87M 0.85% +2,004 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: 23,988 shares; 2024Q4: 23,453 shares; 2025Q1: 23,309 shares; 2025Q2: 23,362 shares; 2025Q3: 23,221 shares; 2025Q4: 23,215 shares; 2026Q1: 23,746 shares; 2026Q2: 24,223 shares 24,223 $6.81M 0.84% +477 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: 45,246 shares; 2024Q4: 45,331 shares; 2025Q1: 47,235 shares; 2025Q2: 56,058 shares; 2025Q3: 56,022 shares; 2025Q4: 57,041 shares; 2026Q1: 56,369 shares; 2026Q2: 57,443 shares 57,443 $6.76M 0.83% +1,074 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: 29,749 shares; 2024Q4: 28,802 shares; 2025Q1: 28,794 shares; 2025Q2: 28,774 shares; 2025Q3: 28,542 shares; 2025Q4: 28,456 shares; 2026Q1: 27,796 shares; 2026Q2: 27,715 shares 27,715 $6.73M 0.83% -81 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: 2,808 shares; 2024Q4: 2,808 shares; 2025Q1: 2,813 shares; 2025Q2: 3,209 shares; 2025Q3: 3,540 shares; 2025Q4: 3,551 shares; 2026Q1: 3,904 shares; 2026Q2: 5,587 shares 5,587 $6.7M 0.83% +1,683 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: 9,575 shares; 2024Q4: 9,726 shares; 2025Q1: 9,719 shares; 2025Q2: 9,840 shares; 2025Q3: 9,926 shares; 2025Q4: 9,955 shares; 2026Q1: 9,737 shares; 2026Q2: 9,831 shares 9,831 $6.24M 0.77% +94 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,769 shares; 2025Q1: 12,899 shares; 2025Q2: 28,865 shares; 2025Q3: 38,323 shares; 2025Q4: 40,023 shares; 2026Q1: 64,694 shares; 2026Q2: 67,572 shares 67,572 $6.03M 0.74% +2,878 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: 55,638 shares; 2024Q4: 55,143 shares; 2025Q1: 55,046 shares; 2025Q2: 53,878 shares; 2025Q3: 53,590 shares; 2025Q4: 52,395 shares; 2026Q1: 54,517 shares; 2026Q2: 52,559 shares 52,559 $5.37M 0.66% -1,958 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 85,850 shares; 2026Q1: 83,013 shares; 2026Q2: 83,168 shares 83,168 $5M 0.62% +155 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: 13,682 shares; 2024Q4: 13,708 shares; 2025Q1: 13,866 shares; 2025Q2: 14,193 shares; 2025Q3: 14,372 shares; 2025Q4: 14,177 shares; 2026Q1: 13,709 shares; 2026Q2: 13,762 shares 13,762 $4.85M 0.6% +53 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,135 shares; 2024Q4: 3,131 shares; 2025Q1: 3,131 shares; 2025Q2: 8,155 shares; 2025Q3: 6,862 shares; 2025Q4: 6,860 shares; 2026Q1: 6,629 shares; 2026Q2: 6,632 shares 6,632 $4.56M 0.56% +3 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: 14,679 shares; 2024Q4: 14,926 shares; 2025Q1: 15,448 shares; 2025Q2: 15,174 shares; 2025Q3: 14,524 shares; 2025Q4: 14,357 shares; 2026Q1: 14,050 shares; 2026Q2: 14,068 shares 14,068 $4.41M 0.54% +18 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: not reported; 2024Q4: not reported; 2025Q1: 369 shares; 2025Q2: 1,144 shares; 2025Q3: 2,015 shares; 2025Q4: 2,042 shares; 2026Q1: 2,032 shares; 2026Q2: 2,067 shares 2,067 $4.11M 0.51% +35 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: 50,016 shares; 2024Q4: 49,954 shares; 2025Q1: 50,005 shares; 2025Q2: 49,705 shares; 2025Q3: 49,326 shares; 2025Q4: 49,247 shares; 2026Q1: 48,833 shares; 2026Q2: 50,166 shares 50,166 $4.08M 0.5% +1,333 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: 6,735 shares; 2024Q4: 7,015 shares; 2025Q1: 7,314 shares; 2025Q2: 7,564 shares; 2025Q3: 7,784 shares; 2025Q4: 7,662 shares; 2026Q1: 7,532 shares; 2026Q2: 7,977 shares 7,977 $4.06M 0.5% +445 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,417 shares; 2024Q4: 22,567 shares; 2025Q1: 21,188 shares; 2025Q2: 19,888 shares; 2025Q3: 19,532 shares; 2025Q4: 19,307 shares; 2026Q1: 18,957 shares; 2026Q2: 18,858 shares 18,858 $3.97M 0.49% -99 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: 30,080 shares; 2024Q4: 29,965 shares; 2025Q1: 29,815 shares; 2025Q2: 29,525 shares; 2025Q3: 29,299 shares; 2025Q4: 29,264 shares; 2026Q1: 27,442 shares; 2026Q2: 27,505 shares 27,505 $3.94M 0.49% +63 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: 20,699 shares; 2024Q4: 21,531 shares; 2025Q1: 22,510 shares; 2025Q2: 23,294 shares; 2025Q3: 23,708 shares; 2025Q4: 23,378 shares; 2026Q1: 22,963 shares; 2026Q2: 23,062 shares 23,062 $3.82M 0.47% +99 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,265 shares; 2025Q2: 45,427 shares; 2025Q3: 45,307 shares; 2025Q4: 46,190 shares; 2026Q1: 45,335 shares; 2026Q2: 52,878 shares 52,878 $3.82M 0.47% +7,543 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: 41,927 shares; 2024Q4: 41,757 shares; 2025Q1: 41,157 shares; 2025Q2: 39,988 shares; 2025Q3: 40,055 shares; 2025Q4: 39,745 shares; 2026Q1: 40,073 shares; 2026Q2: 39,847 shares 39,847 $3.62M 0.45% -226 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: 4,851 shares; 2024Q4: 4,890 shares; 2025Q1: 4,890 shares; 2025Q2: 4,868 shares; 2025Q3: 4,713 shares; 2025Q4: 4,713 shares; 2026Q1: 4,714 shares; 2026Q2: 4,697 shares 4,697 $3.52M 0.43% -17 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,200 shares; 2024Q4: 147,700 shares; 2025Q1: 147,700 shares; 2025Q2: 147,700 shares; 2025Q3: 147,700 shares; 2025Q4: 147,673 shares; 2026Q1: 147,700 shares; 2026Q2: 147,700 shares 147,700 $3.41M 0.42% 0 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: 18,162 shares; 2024Q4: 18,162 shares; 2025Q1: 18,162 shares; 2025Q2: 18,462 shares; 2025Q3: 18,337 shares; 2025Q4: 18,266 shares; 2026Q1: 18,268 shares; 2026Q2: 18,339 shares 18,339 $3.32M 0.41% +71 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: 8,708 shares; 2024Q4: 8,718 shares; 2025Q1: 8,755 shares; 2025Q2: 8,819 shares; 2025Q3: 8,537 shares; 2025Q4: 8,568 shares; 2026Q1: 8,586 shares; 2026Q2: 8,603 shares 8,603 $3.18M 0.39% +17 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: 3,802 shares; 2024Q4: 5,361 shares; 2025Q1: 5,839 shares; 2025Q2: 7,544 shares; 2025Q3: 9,186 shares; 2025Q4: 9,550 shares; 2026Q1: 9,404 shares; 2026Q2: 14,207 shares 14,207 $3.17M 0.39% +4,803 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: 2,213 shares; 2024Q4: 2,213 shares; 2025Q1: 2,155 shares; 2025Q2: 2,282 shares; 2025Q3: 2,670 shares; 2025Q4: 2,638 shares; 2026Q1: 2,717 shares; 2026Q2: 4,019 shares 4,019 $3M 0.37% +1,302 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: 18,650 shares; 2024Q4: 18,925 shares; 2025Q1: 19,590 shares; 2025Q2: 20,327 shares; 2025Q3: 20,542 shares; 2025Q4: 21,647 shares; 2026Q1: 11,027 shares; 2026Q2: 12,200 shares 12,200 $2.92M 0.36% +1,173 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: 58,105 shares; 2024Q4: 58,255 shares; 2025Q1: 58,300 shares; 2025Q2: 55,452 shares; 2025Q3: 53,391 shares; 2025Q4: 52,096 shares; 2026Q1: 49,734 shares; 2026Q2: 49,576 shares 49,576 $2.87M 0.35% -158 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: 10,749 shares; 2024Q4: 10,624 shares; 2025Q1: 10,568 shares; 2025Q2: 10,432 shares; 2025Q3: 10,500 shares; 2025Q4: 10,405 shares; 2026Q1: 10,414 shares; 2026Q2: 10,515 shares 10,515 $2.84M 0.35% +101 Timeline AVUS 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: 16,023 shares; 2026Q1: 21,831 shares; 2026Q2: 21,651 shares 21,651 $2.77M 0.34% -180 Timeline AVSC 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: 43,032 shares; 2025Q3: 40,024 shares; 2025Q4: 37,470 shares; 2026Q1: 36,126 shares; 2026Q2: 36,086 shares 36,086 $2.65M 0.33% -40 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,210 shares; 2024Q4: 64,071 shares; 2025Q1: 63,521 shares; 2025Q2: 63,331 shares; 2025Q3: 56,968 shares; 2025Q4: 54,858 shares; 2026Q1: 52,826 shares; 2026Q2: 52,423 shares 52,423 $2.61M 0.32% -403 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: 25,026 shares; 2024Q4: 24,883 shares; 2025Q1: 25,151 shares; 2025Q2: 22,125 shares; 2025Q3: 22,307 shares; 2025Q4: 19,646 shares; 2026Q1: 19,812 shares; 2026Q2: 19,097 shares 19,097 $2.59M 0.32% -715 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: 28,710 shares; 2024Q4: 28,935 shares; 2025Q1: 29,125 shares; 2025Q2: 29,125 shares; 2025Q3: 29,326 shares; 2025Q4: 29,329 shares; 2026Q1: 29,331 shares; 2026Q2: 29,333 shares 29,333 $2.58M 0.32% +2 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: 31,176 shares; 2024Q4: 31,215 shares; 2025Q1: 31,240 shares; 2025Q2: 31,244 shares; 2025Q3: 31,248 shares; 2025Q4: 31,252 shares; 2026Q1: 31,256 shares; 2026Q2: 31,260 shares 31,260 $2.56M 0.32% +4 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: 10,865 shares; 2024Q4: 11,005 shares; 2025Q1: 11,033 shares; 2025Q2: 11,664 shares; 2025Q3: 10,714 shares; 2025Q4: 10,495 shares; 2026Q1: 9,705 shares; 2026Q2: 9,798 shares 9,798 $2.5M 0.31% +93 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: 8,283 shares; 2024Q4: 8,213 shares; 2025Q1: 8,213 shares; 2025Q2: 8,213 shares; 2025Q3: 8,169 shares; 2025Q4: 8,140 shares; 2026Q1: 8,116 shares; 2026Q2: 8,114 shares 8,114 $2.44M 0.3% -2 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: 13,143 shares; 2024Q4: 13,143 shares; 2025Q1: 13,143 shares; 2025Q2: 12,693 shares; 2025Q3: 12,693 shares; 2025Q4: 12,703 shares; 2026Q1: 12,358 shares; 2026Q2: 11,415 shares 11,415 $2.42M 0.3% -943 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: 26,943 shares; 2024Q4: 26,943 shares; 2025Q1: 26,943 shares; 2025Q2: 25,943 shares; 2025Q3: 26,044 shares; 2025Q4: 25,989 shares; 2026Q1: 25,214 shares; 2026Q2: 25,262 shares 25,262 $2.42M 0.3% +48 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: 31,935 shares; 2024Q4: 31,935 shares; 2025Q1: 31,935 shares; 2025Q2: 32,535 shares; 2025Q3: 32,235 shares; 2025Q4: 32,645 shares; 2026Q1: 32,347 shares; 2026Q2: 32,665 shares 32,665 $2.35M 0.29% +318 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: 6,557 shares; 2024Q4: 6,257 shares; 2025Q1: 5,741 shares; 2025Q2: 5,741 shares; 2025Q3: 5,741 shares; 2025Q4: 5,786 shares; 2026Q1: 5,825 shares; 2026Q2: 6,306 shares 6,306 $2.23M 0.27% +481 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,012 shares; 2024Q4: 26,687 shares; 2025Q1: 26,687 shares; 2025Q2: 26,175 shares; 2025Q3: 26,084 shares; 2025Q4: 24,884 shares; 2026Q1: 23,727 shares; 2026Q2: 26,598 shares 26,598 $2.22M 0.27% +2,871 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: 8,554 shares; 2024Q4: not reported; 2025Q1: 9,608 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,835 shares; 2026Q2: 15,228 shares 15,228 $2.13M 0.26% -4,607 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,694 shares; 2024Q4: 1,679 shares; 2025Q1: 1,864 shares; 2025Q2: 1,664 shares; 2025Q3: 2,090 shares; 2025Q4: 2,191 shares; 2026Q1: 2,096 shares; 2026Q2: 2,237 shares 2,237 $2.09M 0.26% +141 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: 17,151 shares; 2024Q4: 16,662 shares; 2025Q1: 16,530 shares; 2025Q2: 16,431 shares; 2025Q3: 16,328 shares; 2025Q4: 15,874 shares; 2026Q1: 15,864 shares; 2026Q2: 16,019 shares 16,019 $2.06M 0.25% +155 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: 36,669 shares; 2024Q4: 36,728 shares; 2025Q1: 36,783 shares; 2025Q2: 36,794 shares; 2025Q3: 36,805 shares; 2025Q4: 36,813 shares; 2026Q1: 36,822 shares; 2026Q2: 36,831 shares 36,831 $2.03M 0.25% +9 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: 57,340 shares; 2024Q4: 56,785 shares; 2025Q1: 57,314 shares; 2025Q2: 56,948 shares; 2025Q3: 55,995 shares; 2025Q4: 50,480 shares; 2026Q1: 51,909 shares; 2026Q2: 46,052 shares 46,052 $1.89M 0.23% -5,857 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,416 shares; 2024Q4: 24,447 shares; 2025Q1: 24,478 shares; 2025Q2: 24,506 shares; 2025Q3: 24,286 shares; 2025Q4: 23,946 shares; 2026Q1: 22,833 shares; 2026Q2: 22,834 shares 22,834 $1.78M 0.22% +1 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: 25,768 shares; 2024Q4: 25,768 shares; 2025Q1: 25,768 shares; 2025Q2: 25,542 shares; 2025Q3: 23,663 shares; 2025Q4: 23,663 shares; 2026Q1: 23,663 shares; 2026Q2: 23,551 shares 23,551 $1.68M 0.21% -112 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: 8,938 shares; 2024Q4: 8,938 shares; 2025Q1: 8,945 shares; 2025Q2: 8,745 shares; 2025Q3: 8,716 shares; 2025Q4: 8,175 shares; 2026Q1: 7,628 shares; 2026Q2: 7,410 shares 7,410 $1.66M 0.2% -218 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: 21,508 shares; 2024Q4: 21,488 shares; 2025Q1: 21,488 shares; 2025Q2: 21,314 shares; 2025Q3: 21,227 shares; 2025Q4: 21,227 shares; 2026Q1: 21,227 shares; 2026Q2: 21,227 shares 21,227 $1.64M 0.2% 0 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: 31,628 shares; 2024Q4: 30,572 shares; 2025Q1: 30,538 shares; 2025Q2: 11,805 shares; 2025Q3: 11,794 shares; 2025Q4: 11,594 shares; 2026Q1: 10,984 shares; 2026Q2: 10,376 shares 10,376 $1.57M 0.19% -608 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,472 shares; 2024Q4: 57,702 shares; 2025Q1: 57,427 shares; 2025Q2: 49,867 shares; 2025Q3: 49,840 shares; 2025Q4: 46,946 shares; 2026Q1: 45,626 shares; 2026Q2: 41,859 shares 41,859 $1.55M 0.19% -3,767 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: 3,860 shares; 2024Q4: 3,860 shares; 2025Q1: 3,886 shares; 2025Q2: 3,886 shares; 2025Q3: 3,886 shares; 2025Q4: 3,946 shares; 2026Q1: 3,964 shares; 2026Q2: 4,085 shares 4,085 $1.54M 0.19% +121 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: 2,371 shares; 2024Q4: 2,371 shares; 2025Q1: 2,301 shares; 2025Q2: 2,383 shares; 2025Q3: 2,183 shares; 2025Q4: 2,318 shares; 2026Q1: 2,360 shares; 2026Q2: 2,674 shares 2,674 $1.51M 0.19% +314 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: 53,982 shares; 2024Q4: 49,647 shares; 2025Q1: 48,614 shares; 2025Q2: 45,595 shares; 2025Q3: 44,701 shares; 2025Q4: 38,565 shares; 2026Q1: 35,770 shares; 2026Q2: 35,456 shares 35,456 $1.5M 0.18% -314 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: not reported; 2024Q4: 1,379 shares; 2025Q1: 1,904 shares; 2025Q2: 3,078 shares; 2025Q3: 3,468 shares; 2025Q4: 3,397 shares; 2026Q1: 3,717 shares; 2026Q2: 3,985 shares 3,985 $1.5M 0.18% +268 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: 9,925 shares; 2024Q4: 9,626 shares; 2025Q1: 17,229 shares; 2025Q2: 19,731 shares; 2025Q3: 19,732 shares; 2025Q4: 19,826 shares; 2026Q1: 21,043 shares; 2026Q2: 22,255 shares 22,255 $1.27M 0.16% +1,212 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: 2,959 shares; 2024Q4: 2,929 shares; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 2,562 shares; 2026Q1: 2,646 shares; 2026Q2: 2,956 shares 2,956 $1.24M 0.15% +310 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: 2,219 shares; 2024Q4: 2,219 shares; 2025Q1: 2,219 shares; 2025Q2: 2,353 shares; 2025Q3: 2,328 shares; 2025Q4: 2,617 shares; 2026Q1: 2,503 shares; 2026Q2: 10,012 shares 10,012 $1.24M 0.15% +7,509 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: 17,487 shares; 2024Q4: 17,487 shares; 2025Q1: 17,507 shares; 2025Q2: 17,507 shares; 2025Q3: 17,512 shares; 2025Q4: 17,512 shares; 2026Q1: 17,512 shares; 2026Q2: 17,513 shares 17,513 $1.18M 0.15% +1 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: 16,855 shares; 2024Q4: 16,867 shares; 2025Q1: 16,876 shares; 2025Q2: 16,876 shares; 2025Q3: 16,876 shares; 2025Q4: 16,876 shares; 2026Q1: 16,876 shares; 2026Q2: 16,876 shares 16,876 $1.18M 0.15% 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: 3,120 shares; 2025Q1: 3,116 shares; 2025Q2: 3,116 shares; 2025Q3: 3,077 shares; 2025Q4: 2,739 shares; 2026Q1: 2,757 shares; 2026Q2: 2,714 shares 2,714 $1.18M 0.14% -43 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,662 shares; 2024Q4: 6,662 shares; 2025Q1: 9,695 shares; 2025Q2: 9,695 shares; 2025Q3: 9,795 shares; 2025Q4: 9,811 shares; 2026Q1: 9,436 shares; 2026Q2: 9,238 shares 9,238 $1.17M 0.14% -198 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: 7,011 shares 7,011 $1.06M 0.13% new 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: 4,703 shares; 2024Q4: 4,613 shares; 2025Q1: 4,613 shares; 2025Q2: 4,553 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares; 2026Q1: 4,432 shares; 2026Q2: 4,062 shares 4,062 $1.04M 0.13% -370 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,402 shares; 2024Q4: 7,402 shares; 2025Q1: 7,402 shares; 2025Q2: 7,402 shares; 2025Q3: 7,402 shares; 2025Q4: 7,402 shares; 2026Q1: 7,402 shares; 2026Q2: 7,220 shares 7,220 $1.03M 0.13% -182 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: 978 shares; 2024Q4: 1,011 shares; 2025Q1: 1,000 shares; 2025Q2: 1,016 shares; 2025Q3: 1,031 shares; 2025Q4: 11,155 shares; 2026Q1: 11,550 shares; 2026Q2: 13,611 shares 13,611 $972K 0.12% +2,061 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,900 shares; 2024Q4: 16,900 shares; 2025Q1: 16,900 shares; 2025Q2: 16,900 shares; 2025Q3: 16,900 shares; 2025Q4: 16,900 shares; 2026Q1: 50,111 shares; 2026Q2: 50,111 shares 50,111 $958K 0.12% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,364 shares; 2024Q4: 1,364 shares; 2025Q1: 1,346 shares; 2025Q2: 1,546 shares; 2025Q3: 1,606 shares; 2025Q4: 2,245 shares; 2026Q1: 2,237 shares; 2026Q2: 2,239 shares 2,239 $931K 0.11% +2 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: 2,909 shares; 2024Q4: 2,912 shares; 2025Q1: 2,362 shares; 2025Q2: 2,362 shares; 2025Q3: 2,362 shares; 2025Q4: 2,364 shares; 2026Q1: 2,643 shares; 2026Q2: 2,699 shares 2,699 $913K 0.11% +56 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: 952 shares; 2024Q4: 961 shares; 2025Q1: 1,026 shares; 2025Q2: 1,032 shares; 2025Q3: 1,432 shares; 2025Q4: 1,120 shares; 2026Q1: 1,126 shares; 2026Q2: 1,234 shares 1,234 $909K 0.11% +108 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,054 shares; 2025Q3: 5,597 shares; 2025Q4: 5,597 shares; 2026Q1: 5,597 shares; 2026Q2: 5,497 shares 5,497 $903K 0.11% -100 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,400 shares; 2025Q2: 47,500 shares; 2025Q3: 42,400 shares; 2025Q4: 37,600 shares; 2026Q1: 37,600 shares; 2026Q2: 29,600 shares 29,600 $893K 0.11% -8,000 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: 2,167 shares; 2024Q4: 2,167 shares; 2025Q1: 2,167 shares; 2025Q2: 2,167 shares; 2025Q3: 2,167 shares; 2025Q4: 2,167 shares; 2026Q1: 2,157 shares; 2026Q2: 2,157 shares 2,157 $883K 0.11% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,475 shares; 2024Q4: 9,669 shares; 2025Q1: 9,678 shares; 2025Q2: 9,678 shares; 2025Q3: 9,638 shares; 2025Q4: 9,548 shares; 2026Q1: 9,507 shares; 2026Q2: 9,091 shares 9,091 $875K 0.11% -416 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: 4,150 shares; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,511 shares; 2025Q3: 3,811 shares; 2025Q4: 3,812 shares; 2026Q1: 3,770 shares; 2026Q2: 3,771 shares 3,771 $822K 0.1% +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: 11,457 shares; 2024Q4: 10,537 shares; 2025Q1: 10,537 shares; 2025Q2: 10,537 shares; 2025Q3: 10,537 shares; 2025Q4: 9,307 shares; 2026Q1: 9,257 shares; 2026Q2: 9,181 shares 9,181 $806K 0.1% -76 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 694 shares 694 $801K 0.1% new 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: 9,258 shares; 2024Q4: 9,269 shares; 2025Q1: 9,278 shares; 2025Q2: 9,278 shares; 2025Q3: 9,278 shares; 2025Q4: 9,278 shares; 2026Q1: 9,278 shares; 2026Q2: 9,278 shares 9,278 $764K 0.09% 0 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: 1,939 shares; 2024Q4: 1,939 shares; 2025Q1: 1,939 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares; 2025Q4: 2,447 shares; 2026Q1: 2,448 shares; 2026Q2: 2,448 shares 2,448 $742K 0.09% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 4,056 shares; 2026Q2: 4,092 shares 4,092 $719K 0.09% +36 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: 7,305 shares; 2024Q4: 6,775 shares; 2025Q1: 6,984 shares; 2025Q2: 5,584 shares; 2025Q3: 5,484 shares; 2025Q4: 5,513 shares; 2026Q1: 5,513 shares; 2026Q2: 5,997 shares 5,997 $704K 0.09% +484 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: 4,820 shares; 2024Q4: 4,820 shares; 2025Q1: 4,820 shares; 2025Q2: 4,820 shares; 2025Q3: 4,920 shares; 2025Q4: 4,930 shares; 2026Q1: 4,930 shares; 2026Q2: 4,948 shares 4,948 $677K 0.08% +18 Timeline HDEF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,026 shares; 2026Q2: 21,026 shares 21,026 $676K 0.08% 0 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: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: 1,353 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,512 shares; 2026Q1: 1,550 shares; 2026Q2: 1,792 shares 1,792 $670K 0.08% +242 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: 5,152 shares; 2024Q4: 5,095 shares; 2025Q1: 5,095 shares; 2025Q2: 5,095 shares; 2025Q3: 5,484 shares; 2025Q4: 5,467 shares; 2026Q1: 5,425 shares; 2026Q2: 6,137 shares 6,137 $638K 0.08% +712 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: 34,060 shares; 2024Q4: 34,060 shares; 2025Q1: 34,110 shares; 2025Q2: 29,929 shares; 2025Q3: 29,429 shares; 2025Q4: 26,934 shares; 2026Q1: 26,737 shares; 2026Q2: 25,497 shares 25,497 $614K 0.08% -1,240 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: 5,731 shares; 2024Q4: 5,731 shares; 2025Q1: 5,731 shares; 2025Q2: 6,784 shares; 2025Q3: 6,784 shares; 2025Q4: 6,784 shares; 2026Q1: 6,784 shares; 2026Q2: 6,784 shares 6,784 $604K 0.07% 0 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: 11,890 shares; 2024Q4: 11,890 shares; 2025Q1: 11,916 shares; 2025Q2: 11,916 shares; 2025Q3: 11,976 shares; 2025Q4: 11,976 shares; 2026Q1: 11,976 shares; 2026Q2: 11,981 shares 11,981 $604K 0.07% +5 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,846 shares; 2025Q2: 7,601 shares; 2025Q3: 8,351 shares; 2025Q4: 8,906 shares; 2026Q1: 9,606 shares; 2026Q2: 11,686 shares 11,686 $588K 0.07% +2,080 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: 7,970 shares; 2024Q4: 7,884 shares; 2025Q1: 7,684 shares; 2025Q2: 7,284 shares; 2025Q3: 6,884 shares; 2025Q4: 6,923 shares; 2026Q1: 6,923 shares; 2026Q2: 7,046 shares 7,046 $546K 0.07% +123 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,249 shares; 2026Q2: 13,249 shares 13,249 $539K 0.07% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 608 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 601 shares; 2026Q2: 751 shares 751 $536K 0.07% +150 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 718 shares 718 $519K 0.06% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 662 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 662 shares; 2026Q1: 660 shares; 2026Q2: 665 shares 665 $502K 0.06% +5 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,209 shares; 2026Q1: 1,205 shares; 2026Q2: 1,263 shares 1,263 $502K 0.06% +58 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,162 shares; 2024Q4: 24,918 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,888 shares; 2026Q1: 6,888 shares; 2026Q2: 6,848 shares 6,848 $501K 0.06% -40 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,219 shares; 2024Q4: 2,219 shares; 2025Q1: 2,219 shares; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,236 shares; 2026Q1: 2,259 shares; 2026Q2: 2,640 shares 2,640 $501K 0.06% +381 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,051 shares; 2024Q4: 5,167 shares; 2025Q1: 5,169 shares; 2025Q2: 4,771 shares; 2025Q3: 4,703 shares; 2025Q4: 4,712 shares; 2026Q1: 4,648 shares; 2026Q2: 4,812 shares 4,812 $500K 0.06% +164 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,351 shares; 2026Q2: 1,351 shares 1,351 $494K 0.06% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,520 shares; 2026Q1: 1,520 shares; 2026Q2: 6,080 shares 6,080 $490K 0.06% +4,560 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,263 shares; 2026Q2: 1,233 shares 1,233 $462K 0.06% -30 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: 3,600 shares; 2024Q4: 3,558 shares; 2025Q1: 3,558 shares; 2025Q2: 3,558 shares; 2025Q3: 4,246 shares; 2025Q4: 4,158 shares; 2026Q1: 4,158 shares; 2026Q2: 4,158 shares 4,158 $459K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,390 shares; 2026Q2: 14,435 shares 14,435 $458K 0.06% +45 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,824 shares; 2025Q2: 6,974 shares; 2025Q3: 8,194 shares; 2025Q4: 8,694 shares; 2026Q1: 8,844 shares; 2026Q2: 9,504 shares 9,504 $456K 0.06% +660 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: 7,888 shares; 2024Q4: 7,888 shares; 2025Q1: 7,888 shares; 2025Q2: 7,888 shares; 2025Q3: 7,896 shares; 2025Q4: 7,896 shares; 2026Q1: 7,897 shares; 2026Q2: 7,897 shares 7,897 $455K 0.06% 0 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: 4,121 shares; 2024Q4: 4,121 shares; 2025Q1: 4,121 shares; 2025Q2: 4,289 shares; 2025Q3: 4,289 shares; 2025Q4: 4,418 shares; 2026Q1: 4,418 shares; 2026Q2: 4,904 shares 4,904 $406K 0.05% +486 Timeline GDX 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: 4,809 shares; 2025Q2: 4,809 shares; 2025Q3: 4,809 shares; 2025Q4: 4,809 shares; 2026Q1: 4,809 shares; 2026Q2: 5,349 shares 5,349 $404K 0.05% +540 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: 613 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 784 shares 784 $403K 0.05% +159 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,500 shares 2,500 $395K 0.05% +500 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,050 shares; 2025Q4: 1,056 shares; 2026Q1: 1,063 shares; 2026Q2: 1,087 shares 1,087 $394K 0.05% +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: 3,888 shares; 2024Q4: 3,888 shares; 2025Q1: 3,888 shares; 2025Q2: 3,888 shares; 2025Q3: 4,016 shares; 2025Q4: 3,986 shares; 2026Q1: 3,994 shares; 2026Q2: 2,427 shares 2,427 $393K 0.05% -1,567 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,280 shares 1,280 $386K 0.05% new 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: not reported; 2026Q1: 318 shares; 2026Q2: 326 shares 326 $383K 0.05% +8 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,779 shares; 2024Q4: 4,780 shares; 2025Q1: 4,780 shares; 2025Q2: 4,722 shares; 2025Q3: 4,736 shares; 2025Q4: 4,737 shares; 2026Q1: 4,637 shares; 2026Q2: 4,609 shares 4,609 $379K 0.05% -28 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: 3,218 shares; 2024Q4: 2,718 shares; 2025Q1: 2,718 shares; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares; 2025Q4: 2,718 shares; 2026Q1: 2,718 shares; 2026Q2: 2,718 shares 2,718 $374K 0.05% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,022 shares; 2024Q4: 4,022 shares; 2025Q1: 4,022 shares; 2025Q2: 4,022 shares; 2025Q3: 4,022 shares; 2025Q4: 4,029 shares; 2026Q1: 4,022 shares; 2026Q2: 4,027 shares 4,027 $370K 0.05% +5 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 1,919 shares; 2025Q1: 1,939 shares; 2025Q2: 1,939 shares; 2025Q3: 1,939 shares; 2025Q4: 1,977 shares; 2026Q1: 1,933 shares; 2026Q2: 1,997 shares 1,997 $369K 0.05% +64 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: 5,155 shares; 2024Q4: 5,155 shares; 2025Q1: 6,590 shares; 2025Q2: 7,090 shares; 2025Q3: 7,090 shares; 2025Q4: 6,351 shares; 2026Q1: 6,046 shares; 2026Q2: 6,089 shares 6,089 $368K 0.05% +43 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,018 shares; 2024Q4: 32,543 shares; 2025Q1: 30,747 shares; 2025Q2: 29,162 shares; 2025Q3: 28,035 shares; 2025Q4: 20,955 shares; 2026Q1: 6,010 shares; 2026Q2: 4,554 shares 4,554 $366K 0.05% -1,456 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,721 shares; 2025Q2: 2,471 shares; 2025Q3: 2,471 shares; 2025Q4: 3,217 shares; 2026Q1: 2,967 shares; 2026Q2: 3,136 shares 3,136 $366K 0.05% +169 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: 3,070 shares; 2024Q4: 3,070 shares; 2025Q1: 3,070 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 3,070 shares; 2026Q1: 3,052 shares; 2026Q2: 2,273 shares 2,273 $363K 0.04% -779 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,258 shares; 2026Q2: 3,273 shares 3,273 $361K 0.04% +15 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,779 shares; 2025Q2: 4,779 shares; 2025Q3: 4,779 shares; 2025Q4: 4,779 shares; 2026Q1: 4,779 shares; 2026Q2: 4,699 shares 4,699 $358K 0.04% -80 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: 2,431 shares; 2024Q4: 9,884 shares; 2025Q1: 9,870 shares; 2025Q2: 9,878 shares; 2025Q3: 9,887 shares; 2025Q4: 9,891 shares; 2026Q1: 9,896 shares; 2026Q2: 10,515 shares 10,515 $356K 0.04% +619 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: 4,763 shares; 2024Q4: 4,763 shares; 2025Q1: 4,763 shares; 2025Q2: 4,763 shares; 2025Q3: 4,863 shares; 2025Q4: 4,802 shares; 2026Q1: 4,802 shares; 2026Q2: 6,028 shares 6,028 $347K 0.04% +1,226 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,006 shares 1,006 $343K 0.04% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,603 shares; 2024Q4: 3,603 shares; 2025Q1: 3,603 shares; 2025Q2: 3,903 shares; 2025Q3: 3,903 shares; 2025Q4: 3,915 shares; 2026Q1: 3,915 shares; 2026Q2: 3,949 shares 3,949 $341K 0.04% +34 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: 4,150 shares; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 3,650 shares; 2025Q4: 3,150 shares; 2026Q1: 2,642 shares; 2026Q2: 2,696 shares 2,696 $341K 0.04% +54 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 721 shares; 2025Q4: 646 shares; 2026Q1: 646 shares; 2026Q2: 646 shares 646 $337K 0.04% 0 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,636 shares; 2024Q4: 315,636 shares; 2025Q1: 377,624 shares; 2025Q2: 377,624 shares; 2025Q3: 391,312 shares; 2025Q4: 391,312 shares; 2026Q1: 391,312 shares; 2026Q2: 391,312 shares 391,312 $329K 0.04% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,750 shares; 2025Q2: 2,760 shares; 2025Q3: 2,769 shares; 2025Q4: 2,785 shares; 2026Q1: 2,794 shares; 2026Q2: 2,860 shares 2,860 $323K 0.04% +66 Timeline DFE 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: 4,308 shares; 2026Q2: 4,308 shares 4,308 $310K 0.04% 0 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: 703 shares; 2024Q4: 703 shares; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 717 shares; 2026Q1: 717 shares; 2026Q2: 724 shares 724 $309K 0.04% +7 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 643 shares 643 $307K 0.04% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,184 shares; 2025Q1: 4,210 shares; 2025Q2: 4,205 shares; 2025Q3: 4,216 shares; 2025Q4: 5,545 shares; 2026Q1: 5,564 shares; 2026Q2: 5,242 shares 5,242 $303K 0.04% -322 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: not reported; 2024Q4: 6,500 shares; 2025Q1: 8,144 shares; 2025Q2: 8,144 shares; 2025Q3: 8,144 shares; 2025Q4: 8,144 shares; 2026Q1: 8,144 shares; 2026Q2: 8,144 shares 8,144 $299K 0.04% 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: 875 shares; 2025Q2: 875 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $295K 0.04% 0 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; 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: 5,191 shares; 2026Q1: 5,841 shares; 2026Q2: 6,926 shares 6,926 $293K 0.04% +1,085 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,102 shares; 2025Q4: 6,102 shares; 2026Q1: 6,727 shares; 2026Q2: 7,662 shares 7,662 $286K 0.04% +935 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 359 shares 359 $285K 0.04% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 932 shares 932 $278K 0.03% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 932 shares; 2024Q4: 932 shares; 2025Q1: 939 shares; 2025Q2: 932 shares; 2025Q3: 932 shares; 2025Q4: 932 shares; 2026Q1: 1,267 shares; 2026Q2: 1,256 shares 1,256 $277K 0.03% -11 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,812 shares; 2026Q1: 2,812 shares; 2026Q2: 2,948 shares 2,948 $270K 0.03% +136 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: 864 shares; 2024Q4: 864 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 882 shares; 2026Q2: 910 shares 910 $267K 0.03% +28 Timeline IFRA 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: 4,230 shares; 2026Q2: 4,230 shares 4,230 $267K 0.03% 0 Timeline BSVO EA SERIES TRUST More: the full row for EA 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: 8,931 shares; 2025Q4: 8,931 shares; 2026Q1: 8,931 shares; 2026Q2: 8,931 shares 8,931 $261K 0.03% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,515 shares 2,515 $260K 0.03% new 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: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 1,450 shares 1,450 $258K 0.03% +1,394 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,360 shares; 2026Q1: 2,360 shares; 2026Q2: 2,383 shares 2,383 $257K 0.03% +23 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: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $252K 0.03% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,970 shares; 2026Q2: 10,528 shares 10,528 $252K 0.03% -442 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,730 shares; 2025Q3: 4,732 shares; 2025Q4: 4,732 shares; 2026Q1: 4,732 shares; 2026Q2: 4,733 shares 4,733 $245K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 809 shares; 2026Q1: 809 shares; 2026Q2: 831 shares 831 $241K 0.03% +22 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: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 525 shares; 2026Q1: 534 shares; 2026Q2: 448 shares 448 $232K 0.03% -86 Timeline MATX MATSON INC More: the full row for MATSON 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: 1,200 shares 1,200 $231K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,899 shares 1,899 $231K 0.03% new 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: not reported; 2026Q1: not reported; 2026Q2: 296 shares 296 $226K 0.03% new 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: 1,013 shares 1,013 $224K 0.03% new Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,750 shares; 2024Q4: 20,250 shares; 2025Q1: 19,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,250 shares; 2026Q1: 14,250 shares; 2026Q2: 14,250 shares 14,250 $219K 0.03% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 916 shares 916 $218K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 608 shares 608 $215K 0.03% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,584 shares; 2026Q1: 3,634 shares; 2026Q2: 3,793 shares 3,793 $214K 0.03% +159 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,198 shares; 2026Q2: 1,220 shares 1,220 $206K 0.03% +22 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 915 shares 915 $205K 0.03% new 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: 686 shares 686 $204K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 288 shares 288 $203K 0.02% new 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: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 735 shares; 2026Q2: 675 shares 675 $202K 0.02% -60 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,319 shares; 2026Q2: 103,319 shares 103,319 $174K 0.02% +10,000 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC 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: 10,000 shares 10,000 $135K 0.02% new Timeline GDRX GOODRX HLDGS INC More: the full row for GOODRX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,145 shares; 2024Q4: 41,145 shares; 2025Q1: 41,145 shares; 2025Q2: 41,145 shares; 2025Q3: 41,145 shares; 2025Q4: 31,145 shares; 2026Q1: 31,145 shares; 2026Q2: 31,145 shares 31,145 $89.7K 0.01% 0 Timeline