IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,921 shares; 2024Q4: 83,764 shares; 2025Q1: 72,989 shares; 2025Q2: 38,382 shares; 2025Q3: 37,976 shares; 2025Q4: 40,068 shares; 2026Q1: 55,611 shares; 2026Q2: 91,907 shares 91,907 $68.8M 17.72% +36,296 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 664,455 shares; 2024Q4: 670,145 shares; 2025Q1: 556,534 shares; 2025Q2: 561,310 shares; 2025Q3: 562,880 shares; 2025Q4: 498,246 shares; 2026Q1: 492,610 shares; 2026Q2: 640,210 shares 640,210 $29.5M 7.61% +147,600 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: 204,134 shares; 2024Q4: 206,680 shares; 2025Q1: 210,987 shares; 2025Q2: 182,819 shares; 2025Q3: 186,954 shares; 2025Q4: 185,107 shares; 2026Q1: 201,678 shares; 2026Q2: 195,692 shares 195,692 $26.9M 6.93% -5,986 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,557 shares; 2024Q4: 345,662 shares; 2025Q1: 350,203 shares; 2025Q2: 353,394 shares; 2025Q3: 362,455 shares; 2025Q4: 416,736 shares; 2026Q1: 379,047 shares; 2026Q2: 381,483 shares 381,483 $25.9M 6.68% +2,436 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,706 shares; 2024Q4: 53,466 shares; 2025Q1: 75,227 shares; 2025Q2: 91,593 shares; 2025Q3: 93,830 shares; 2025Q4: 100,934 shares; 2026Q1: 122,866 shares; 2026Q2: 100,629 shares 100,629 $22.8M 5.88% -22,237 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: 62,710 shares; 2024Q4: 63,492 shares; 2025Q1: 109,861 shares; 2025Q2: 222,670 shares; 2025Q3: 229,223 shares; 2025Q4: 258,360 shares; 2026Q1: 277,522 shares; 2026Q2: 188,291 shares 188,291 $15.6M 4.02% -89,231 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: 130,141 shares; 2024Q4: 133,650 shares; 2025Q1: 78,827 shares; 2025Q2: 80,359 shares; 2025Q3: 79,877 shares; 2025Q4: 26,988 shares; 2026Q1: 105,980 shares; 2026Q2: 108,877 shares 108,877 $13.5M 3.49% +2,897 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,786 shares; 2025Q3: 117,948 shares; 2025Q4: 254,491 shares; 2026Q1: 309,678 shares; 2026Q2: 248,027 shares 248,027 $13.1M 3.37% -61,651 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,517 shares; 2025Q1: 26,574 shares; 2025Q2: 25,693 shares; 2025Q3: 26,260 shares; 2025Q4: 28,533 shares; 2026Q1: 43,444 shares; 2026Q2: 32,221 shares 32,221 $11M 2.84% -11,223 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,525 shares; 2026Q2: 202,072 shares 202,072 $10.2M 2.62% +20,547 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 235,248 shares; 2026Q2: 284,897 shares 284,897 $9.05M 2.33% +49,649 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: 264,181 shares; 2024Q4: 270,503 shares; 2025Q1: 204,216 shares; 2025Q2: 344,429 shares; 2025Q3: 351,052 shares; 2025Q4: 294,919 shares; 2026Q1: 247,590 shares; 2026Q2: 115,581 shares 115,581 $8.85M 2.28% -132,009 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 239,879 shares 239,879 $8.78M 2.26% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239,843 shares; 2025Q3: 248,266 shares; 2025Q4: 255,384 shares; 2026Q1: 278,423 shares; 2026Q2: 178,833 shares 178,833 $7.71M 1.98% -99,590 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,834 shares; 2024Q4: 14,662 shares; 2025Q1: 15,992 shares; 2025Q2: 17,132 shares; 2025Q3: 16,719 shares; 2025Q4: 19,200 shares; 2026Q1: 294,465 shares; 2026Q2: 316,119 shares 316,119 $7.2M 1.85% +21,654 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,981 shares; 2025Q2: 62,441 shares; 2025Q3: 65,130 shares; 2025Q4: 86,324 shares; 2026Q1: 89,845 shares; 2026Q2: 70,324 shares 70,324 $7.06M 1.82% -19,521 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: 68,962 shares; 2024Q4: 69,980 shares; 2025Q1: 54,987 shares; 2025Q2: 58,751 shares; 2025Q3: 59,963 shares; 2025Q4: 64,528 shares; 2026Q1: 69,202 shares; 2026Q2: 73,126 shares 73,126 $6.91M 1.78% +3,924 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 189,907 shares 189,907 $5.33M 1.37% new Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82,178 shares 82,178 $4.13M 1.06% new 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: 10,466 shares; 2024Q4: 10,564 shares; 2025Q1: 10,201 shares; 2025Q2: 10,505 shares; 2025Q3: 10,912 shares; 2025Q4: 10,842 shares; 2026Q1: 10,823 shares; 2026Q2: 9,839 shares 9,839 $3.48M 0.89% -984 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: 7,266 shares; 2024Q4: 7,436 shares; 2025Q1: 7,230 shares; 2025Q2: 6,039 shares; 2025Q3: 6,343 shares; 2025Q4: 6,269 shares; 2026Q1: 6,486 shares; 2026Q2: 6,587 shares 6,587 $3.3M 0.85% +101 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: 8,391 shares; 2024Q4: 8,512 shares; 2025Q1: 8,526 shares; 2025Q2: 8,655 shares; 2025Q3: 8,920 shares; 2025Q4: 8,816 shares; 2026Q1: 8,849 shares; 2026Q2: 8,929 shares 8,929 $2.92M 0.75% +80 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: 4,859 shares; 2025Q3: 5,171 shares; 2025Q4: 4,877 shares; 2026Q1: 4,688 shares; 2026Q2: 3,957 shares 3,957 $2.86M 0.74% -731 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: 1,540 shares; 2024Q4: 1,865 shares; 2025Q1: 2,825 shares; 2025Q2: 4,488 shares; 2025Q3: 4,488 shares; 2025Q4: 4,594 shares; 2026Q1: 4,995 shares; 2026Q2: 6,413 shares 6,413 $2.42M 0.62% +1,418 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: 395 shares; 2024Q4: 365 shares; 2025Q1: 335 shares; 2025Q2: 355 shares; 2025Q3: 372 shares; 2025Q4: 361 shares; 2026Q1: 482 shares; 2026Q2: 12,793 shares 12,793 $2.28M 0.59% +12,311 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,543 shares; 2025Q2: 42,965 shares; 2025Q3: 45,184 shares; 2025Q4: 65,207 shares; 2026Q1: 25,673 shares; 2026Q2: 28,905 shares 28,905 $2.18M 0.56% +3,232 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: 10,414 shares; 2024Q4: 10,783 shares; 2025Q1: 10,956 shares; 2025Q2: 11,140 shares; 2025Q3: 11,973 shares; 2025Q4: 11,980 shares; 2026Q1: 13,005 shares; 2026Q2: 11,488 shares 11,488 $2.08M 0.54% -1,517 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,801 shares; 2024Q4: 3,771 shares; 2025Q1: 3,592 shares; 2025Q2: 3,187 shares; 2025Q3: 3,349 shares; 2025Q4: 3,341 shares; 2026Q1: 3,540 shares; 2026Q2: 3,618 shares 3,618 $2.04M 0.52% +78 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,375 shares; 2024Q4: 18,685 shares; 2025Q1: 18,454 shares; 2025Q2: 19,277 shares; 2025Q3: 20,369 shares; 2025Q4: 20,162 shares; 2026Q1: 21,677 shares; 2026Q2: 22,065 shares 22,065 $2.04M 0.52% +388 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: 1,596 shares; 2024Q4: 1,579 shares; 2025Q1: 1,551 shares; 2025Q2: 1,792 shares; 2025Q3: 2,159 shares; 2025Q4: 4,563 shares; 2026Q1: 7,708 shares; 2026Q2: 8,286 shares 8,286 $1.97M 0.51% +578 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: 2,714 shares; 2024Q4: 2,763 shares; 2025Q1: 3,421 shares; 2025Q2: 3,849 shares; 2025Q3: 4,093 shares; 2025Q4: 4,132 shares; 2026Q1: 4,912 shares; 2026Q2: 5,198 shares 5,198 $1.94M 0.5% +286 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: 100,016 shares; 2024Q4: 101,512 shares; 2025Q1: 123,002 shares; 2025Q2: 128,858 shares; 2025Q3: 131,117 shares; 2025Q4: 106,219 shares; 2026Q1: 58,521 shares; 2026Q2: 7,419 shares 7,419 $1.63M 0.42% -51,102 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: 11,161 shares; 2024Q4: 11,448 shares; 2025Q1: 10,495 shares; 2025Q2: 10,749 shares; 2025Q3: 11,124 shares; 2025Q4: 10,649 shares; 2026Q1: 10,438 shares; 2026Q2: 10,462 shares 10,462 $1.51M 0.39% +24 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: 19,326 shares; 2024Q4: 18,518 shares; 2025Q1: 17,381 shares; 2025Q2: 17,800 shares; 2025Q3: 18,804 shares; 2025Q4: 18,728 shares; 2026Q1: 17,733 shares; 2026Q2: 18,117 shares 18,117 $1.5M 0.39% +384 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: 3,632 shares; 2024Q4: 3,730 shares; 2025Q1: 3,791 shares; 2025Q2: 3,837 shares; 2025Q3: 4,086 shares; 2025Q4: 4,055 shares; 2026Q1: 3,710 shares; 2026Q2: 3,724 shares 3,724 $1.48M 0.38% +14 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 4,063 shares; 2025Q3: 4,063 shares; 2025Q4: 4,895 shares; 2026Q1: 4,980 shares; 2026Q2: 5,094 shares 5,094 $1.47M 0.38% +114 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,274 shares; 2025Q2: 11,264 shares; 2025Q3: 12,115 shares; 2025Q4: 12,344 shares; 2026Q1: 12,226 shares; 2026Q2: 13,128 shares 13,128 $1.41M 0.36% +902 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,738 shares; 2024Q4: 4,738 shares; 2025Q1: 6,918 shares; 2025Q2: 6,503 shares; 2025Q3: 6,587 shares; 2025Q4: 8,553 shares; 2026Q1: 7,827 shares; 2026Q2: 8,281 shares 8,281 $1.36M 0.35% +454 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: 2,997 shares; 2024Q4: 3,576 shares; 2025Q1: 3,576 shares; 2025Q2: 3,528 shares; 2025Q3: 4,176 shares; 2025Q4: 5,361 shares; 2026Q1: 6,699 shares; 2026Q2: 8,902 shares 8,902 $1.35M 0.35% +2,203 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,002 shares; 2024Q4: 19,008 shares; 2025Q1: 18,811 shares; 2025Q2: 17,624 shares; 2025Q3: 17,863 shares; 2025Q4: 17,604 shares; 2026Q1: 15,650 shares; 2026Q2: 16,608 shares 16,608 $1.33M 0.34% +958 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: 2,305 shares; 2024Q4: 2,383 shares; 2025Q1: 2,421 shares; 2025Q2: 2,848 shares; 2025Q3: 3,081 shares; 2025Q4: 3,077 shares; 2026Q1: 3,395 shares; 2026Q2: 3,467 shares 3,467 $1.23M 0.32% +72 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,708 shares; 2024Q4: 5,130 shares; 2025Q1: 5,588 shares; 2025Q2: 9,443 shares; 2025Q3: 10,172 shares; 2025Q4: 9,888 shares; 2026Q1: 11,000 shares; 2026Q2: 11,274 shares 11,274 $1.17M 0.3% +274 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: 1,350 shares; 2024Q4: 1,387 shares; 2025Q1: 1,404 shares; 2025Q2: 1,427 shares; 2025Q3: 1,500 shares; 2025Q4: 1,468 shares; 2026Q1: 1,578 shares; 2026Q2: 1,540 shares 1,540 $1.16M 0.3% -38 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: 3,092 shares; 2024Q4: 3,102 shares; 2025Q1: 3,080 shares; 2025Q2: 2,874 shares; 2025Q3: 3,025 shares; 2025Q4: 2,864 shares; 2026Q1: 3,101 shares; 2026Q2: 3,334 shares 3,334 $1.14M 0.29% +233 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: 7,137 shares; 2024Q4: 7,374 shares; 2025Q1: 7,492 shares; 2025Q2: 7,569 shares; 2025Q3: 8,051 shares; 2025Q4: 7,908 shares; 2026Q1: 7,059 shares; 2026Q2: 7,155 shares 7,155 $1.12M 0.29% +96 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: 2,526 shares; 2024Q4: 2,490 shares; 2025Q1: 2,498 shares; 2025Q2: 2,942 shares; 2025Q3: 3,088 shares; 2025Q4: 2,879 shares; 2026Q1: 3,057 shares; 2026Q2: 3,040 shares 3,040 $1.09M 0.28% -17 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: 5,808 shares; 2024Q4: 5,980 shares; 2025Q1: 6,064 shares; 2025Q2: 6,099 shares; 2025Q3: 6,513 shares; 2025Q4: 6,551 shares; 2026Q1: 7,166 shares; 2026Q2: 7,316 shares 7,316 $1M 0.26% +150 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: 14,624 shares; 2026Q1: 15,948 shares; 2026Q2: 16,254 shares 16,254 $977K 0.25% +306 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: 6,136 shares; 2024Q4: 6,630 shares; 2025Q1: 6,992 shares; 2025Q2: 8,107 shares; 2025Q3: 8,788 shares; 2025Q4: 8,824 shares; 2026Q1: 9,794 shares; 2026Q2: 11,949 shares 11,949 $935K 0.24% +2,155 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,139 shares; 2024Q4: 25,793 shares; 2025Q1: 25,594 shares; 2025Q2: 26,182 shares; 2025Q3: 28,606 shares; 2025Q4: 32,522 shares; 2026Q1: 36,719 shares; 2026Q2: 37,470 shares 37,470 $920K 0.24% +751 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,233 shares; 2024Q4: 7,236 shares; 2025Q1: 7,115 shares; 2025Q2: 6,523 shares; 2025Q3: 6,620 shares; 2025Q4: 6,462 shares; 2026Q1: 5,950 shares; 2026Q2: 6,355 shares 6,355 $905K 0.23% +405 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,553 shares; 2025Q1: 29,176 shares; 2025Q2: 21,862 shares; 2025Q3: 21,935 shares; 2025Q4: 20,070 shares; 2026Q1: 19,970 shares; 2026Q2: 19,745 shares 19,745 $876K 0.23% -225 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,796 shares; 2024Q4: 55,154 shares; 2025Q1: 57,566 shares; 2025Q2: 60,546 shares; 2025Q3: 62,676 shares; 2025Q4: 69,532 shares; 2026Q1: 53,254 shares; 2026Q2: 15,842 shares 15,842 $829K 0.21% -37,412 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,403 shares; 2024Q4: 1,436 shares; 2025Q1: 1,479 shares; 2025Q2: 1,739 shares; 2025Q3: 1,933 shares; 2025Q4: 1,631 shares; 2026Q1: 2,031 shares; 2026Q2: 2,092 shares 2,092 $809K 0.21% +61 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: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 1,076 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares; 2026Q1: 1,077 shares; 2026Q2: 1,077 shares 1,077 $793K 0.2% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,035 shares; 2024Q4: 2,035 shares; 2025Q1: 2,035 shares; 2025Q2: 2,035 shares; 2025Q3: 1,995 shares; 2025Q4: 3,943 shares; 2026Q1: 3,943 shares; 2026Q2: 3,943 shares 3,943 $751K 0.19% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: 1,040 shares; 2025Q1: 1,033 shares; 2025Q2: 1,033 shares; 2025Q3: 1,034 shares; 2025Q4: 1,026 shares; 2026Q1: 1,241 shares; 2026Q2: 961 shares 961 $717K 0.18% -280 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,011 shares; 2024Q4: 17,017 shares; 2025Q1: 20,309 shares; 2025Q2: 13,654 shares; 2025Q3: 13,801 shares; 2025Q4: 9,717 shares; 2026Q1: 9,736 shares; 2026Q2: 10,177 shares 10,177 $707K 0.18% +441 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,046 shares; 2024Q4: 4,131 shares; 2025Q1: 4,093 shares; 2025Q2: 5,147 shares; 2025Q3: 6,057 shares; 2025Q4: 7,595 shares; 2026Q1: 9,358 shares; 2026Q2: 9,594 shares 9,594 $699K 0.18% +236 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,532 shares 5,532 $681K 0.18% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,866 shares; 2024Q4: 2,817 shares; 2025Q1: 2,826 shares; 2025Q2: 2,795 shares; 2025Q3: 2,309 shares; 2025Q4: 2,243 shares; 2026Q1: 2,258 shares; 2026Q2: 1,833 shares 1,833 $678K 0.17% -425 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,599 shares; 2024Q4: 3,636 shares; 2025Q1: 3,361 shares; 2025Q2: 3,482 shares; 2025Q3: 3,611 shares; 2025Q4: 3,599 shares; 2026Q1: 3,600 shares; 2026Q2: 3,536 shares 3,536 $671K 0.17% -64 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: 2,344 shares; 2024Q4: 2,344 shares; 2025Q1: 2,344 shares; 2025Q2: 2,344 shares; 2025Q3: 2,344 shares; 2025Q4: 2,344 shares; 2026Q1: 2,344 shares; 2026Q2: 2,128 shares 2,128 $645K 0.17% -216 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 2,641 shares; 2026Q2: 2,696 shares 2,696 $640K 0.16% +55 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,816 shares; 2026Q2: 11,021 shares 11,021 $587K 0.15% +205 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,403 shares; 2024Q4: 1,393 shares; 2025Q1: 1,369 shares; 2025Q2: 1,366 shares; 2025Q3: 1,445 shares; 2025Q4: 1,254 shares; 2026Q1: 1,276 shares; 2026Q2: 1,218 shares 1,218 $582K 0.15% -58 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,166 shares; 2024Q4: 27,166 shares; 2025Q1: 22,435 shares; 2025Q2: 22,866 shares; 2025Q3: 23,358 shares; 2025Q4: 27,572 shares; 2026Q1: 27,565 shares; 2026Q2: 23,977 shares 23,977 $555K 0.14% -3,588 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,453 shares; 2026Q2: 1,588 shares 1,588 $527K 0.14% +135 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,041 shares; 2025Q1: 18,642 shares; 2025Q2: 14,202 shares; 2025Q3: 14,202 shares; 2025Q4: 14,202 shares; 2026Q1: 14,202 shares; 2026Q2: 14,202 shares 14,202 $523K 0.13% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,475 shares; 2024Q4: 37,659 shares; 2025Q1: 9,030 shares; 2025Q2: 6,671 shares; 2025Q3: 6,351 shares; 2025Q4: 5,998 shares; 2026Q1: 5,582 shares; 2026Q2: 5,979 shares 5,979 $517K 0.13% +397 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: 11,767 shares; 2024Q4: 11,922 shares; 2025Q1: 11,605 shares; 2025Q2: 7,339 shares; 2025Q3: 7,433 shares; 2025Q4: 4,136 shares; 2026Q1: 3,387 shares; 2026Q2: 3,469 shares 3,469 $508K 0.13% +82 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: 45,316 shares; 2024Q4: 45,790 shares; 2025Q1: 47,034 shares; 2025Q2: 37,013 shares; 2025Q3: 36,073 shares; 2025Q4: 8,183 shares; 2026Q1: 1,945 shares; 2026Q2: 1,920 shares 1,920 $484K 0.12% -25 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,707 shares; 2024Q4: 8,721 shares; 2025Q1: 8,592 shares; 2025Q2: 8,186 shares; 2025Q3: 8,337 shares; 2025Q4: 9,607 shares; 2026Q1: 10,062 shares; 2026Q2: 8,577 shares 8,577 $469K 0.12% -1,485 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,392 shares; 2026Q2: 5,243 shares 5,243 $465K 0.12% -149 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,330 shares; 2025Q2: 4,718 shares; 2025Q3: 4,810 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,547 shares 9,547 $453K 0.12% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,075 shares; 2025Q2: 28,729 shares; 2025Q3: 30,242 shares; 2025Q4: 49,814 shares; 2026Q1: 1,300 shares; 2026Q2: 1,234 shares 1,234 $452K 0.12% -66 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,155 shares; 2025Q4: 3,153 shares; 2026Q1: 2,062 shares; 2026Q2: 1,738 shares 1,738 $444K 0.11% -324 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,997 shares; 2025Q3: 91,229 shares; 2025Q4: 98,969 shares; 2026Q1: 111,435 shares; 2026Q2: 8,421 shares 8,421 $426K 0.11% -103,014 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,033 shares; 2026Q1: 10,649 shares; 2026Q2: 11,932 shares 11,932 $419K 0.11% +1,283 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176 shares 176 $400K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 749 shares 749 $375K 0.1% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,004 shares; 2025Q4: 1,000 shares; 2026Q1: 1,032 shares; 2026Q2: 897 shares 897 $373K 0.1% -135 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,306 shares; 2026Q2: 2,969 shares 2,969 $369K 0.1% +663 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 749 shares; 2026Q2: 572 shares 572 $365K 0.09% -177 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,221 shares; 2024Q4: 129,100 shares; 2025Q1: 111,123 shares; 2025Q2: 6,790 shares; 2025Q3: 5,821 shares; 2025Q4: 4,984 shares; 2026Q1: 3,536 shares; 2026Q2: 3,529 shares 3,529 $361K 0.09% -7 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,174 shares; 2024Q4: 8,184 shares; 2025Q1: 5,926 shares; 2025Q2: 5,573 shares; 2025Q3: 5,647 shares; 2025Q4: not reported; 2026Q1: 3,847 shares; 2026Q2: 4,255 shares 4,255 $360K 0.09% +408 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,335 shares; 2025Q1: 11,392 shares; 2025Q2: 12,292 shares; 2025Q3: 12,292 shares; 2025Q4: 12,422 shares; 2026Q1: 12,395 shares; 2026Q2: 12,516 shares 12,516 $358K 0.09% +121 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,412 shares; 2024Q4: 2,481 shares; 2025Q1: 2,469 shares; 2025Q2: 2,522 shares; 2025Q3: 2,469 shares; 2025Q4: 2,427 shares; 2026Q1: 2,218 shares; 2026Q2: 2,057 shares 2,057 $358K 0.09% -161 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,663 shares; 2024Q4: 7,598 shares; 2025Q1: 6,662 shares; 2025Q2: 7,135 shares; 2025Q3: 7,130 shares; 2025Q4: 7,083 shares; 2026Q1: 6,455 shares; 2026Q2: 6,466 shares 6,466 $351K 0.09% +11 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,597 shares; 2025Q3: 2,624 shares; 2025Q4: 2,540 shares; 2026Q1: 2,450 shares; 2026Q2: 1,939 shares 1,939 $342K 0.09% -511 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: 2,153 shares; 2024Q4: 2,152 shares; 2025Q1: 1,895 shares; 2025Q2: 2,118 shares; 2025Q3: 2,143 shares; 2025Q4: 1,880 shares; 2026Q1: 2,093 shares; 2026Q2: 1,847 shares 1,847 $341K 0.09% -246 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,335 shares; 2025Q1: not reported; 2025Q2: 2,396 shares; 2025Q3: 2,402 shares; 2025Q4: 2,281 shares; 2026Q1: 2,188 shares; 2026Q2: 2,008 shares 2,008 $341K 0.09% -180 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,073 shares; 2025Q3: 2,098 shares; 2025Q4: 2,230 shares; 2026Q1: 2,431 shares; 2026Q2: 2,481 shares 2,481 $336K 0.09% +50 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,165 shares; 2024Q4: 2,148 shares; 2025Q1: 2,278 shares; 2025Q2: 2,419 shares; 2025Q3: 2,405 shares; 2025Q4: 2,386 shares; 2026Q1: 2,390 shares; 2026Q2: 2,385 shares 2,385 $335K 0.09% -5 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,152 shares; 2026Q2: 1,212 shares 1,212 $326K 0.08% +60 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 942 shares; 2025Q4: 932 shares; 2026Q1: 961 shares; 2026Q2: 957 shares 957 $324K 0.08% -4 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,256 shares; 2025Q3: 5,077 shares; 2025Q4: 4,277 shares; 2026Q1: not reported; 2026Q2: 3,117 shares 3,117 $318K 0.08% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,247 shares; 2024Q4: 15,488 shares; 2025Q1: 13,897 shares; 2025Q2: 12,088 shares; 2025Q3: 12,165 shares; 2025Q4: 8,543 shares; 2026Q1: 2,818 shares; 2026Q2: 2,818 shares 2,818 $315K 0.08% 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: not reported; 2024Q4: 934 shares; 2025Q1: 1,218 shares; 2025Q2: 935 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares; 2026Q2: 432 shares 432 $297K 0.08% -504 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: 1,404 shares; 2025Q4: 1,302 shares; 2026Q1: 1,485 shares; 2026Q2: 1,512 shares 1,512 $292K 0.08% +27 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,775 shares 1,775 $289K 0.07% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,423 shares; 2025Q2: 5,731 shares; 2025Q3: 5,718 shares; 2025Q4: 5,718 shares; 2026Q1: 5,718 shares; 2026Q2: 5,718 shares 5,718 $288K 0.07% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 739 shares; 2026Q1: 1,158 shares; 2026Q2: 1,112 shares 1,112 $285K 0.07% -46 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: 2,543 shares; 2025Q3: 2,528 shares; 2025Q4: 2,420 shares; 2026Q1: 2,311 shares; 2026Q2: 2,011 shares 2,011 $281K 0.07% -300 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,931 shares; 2024Q4: 2,778 shares; 2025Q1: 2,550 shares; 2025Q2: 2,679 shares; 2025Q3: 2,664 shares; 2025Q4: 2,649 shares; 2026Q1: 3,211 shares; 2026Q2: 3,264 shares 3,264 $275K 0.07% +53 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,336 shares; 2025Q2: not reported; 2025Q3: 1,429 shares; 2025Q4: 1,442 shares; 2026Q1: 1,528 shares; 2026Q2: 1,547 shares 1,547 $272K 0.07% +19 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,137 shares; 2025Q3: 5,217 shares; 2025Q4: 5,213 shares; 2026Q1: 5,405 shares; 2026Q2: 5,695 shares 5,695 $271K 0.07% +290 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,537 shares; 2024Q4: 14,513 shares; 2025Q1: 12,951 shares; 2025Q2: 13,671 shares; 2025Q3: 13,193 shares; 2025Q4: 12,333 shares; 2026Q1: 9,912 shares; 2026Q2: 9,912 shares 9,912 $264K 0.07% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 1,234 shares 1,234 $263K 0.07% new Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,904 shares; 2024Q4: 10,336 shares; 2025Q1: 9,277 shares; 2025Q2: 9,619 shares; 2025Q3: 9,575 shares; 2025Q4: 9,433 shares; 2026Q1: 9,477 shares; 2026Q2: 9,559 shares 9,559 $259K 0.07% +82 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE 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: 566 shares 566 $258K 0.07% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,193 shares; 2024Q4: 6,193 shares; 2025Q1: 5,581 shares; 2025Q2: 5,685 shares; 2025Q3: 5,685 shares; 2025Q4: 5,686 shares; 2026Q1: 6,218 shares; 2026Q2: 6,232 shares 6,232 $255K 0.07% +14 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 327 shares; 2025Q4: not reported; 2026Q1: 322 shares; 2026Q2: 304 shares 304 $252K 0.06% -18 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,664 shares; 2025Q4: not reported; 2026Q1: 1,699 shares; 2026Q2: 1,695 shares 1,695 $252K 0.06% -4 Timeline WPC WP CAREY INC More: the full row for WP CAREY 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: 3,477 shares 3,477 $249K 0.06% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,057 shares; 2024Q4: 1,137 shares; 2025Q1: 1,012 shares; 2025Q2: 1,070 shares; 2025Q3: 997 shares; 2025Q4: 988 shares; 2026Q1: 988 shares; 2026Q2: 972 shares 972 $245K 0.06% -16 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,285 shares; 2026Q2: 1,285 shares 1,285 $238K 0.06% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,914 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,284 shares; 2026Q1: 5,351 shares; 2026Q2: 5,460 shares 5,460 $230K 0.06% +109 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,347 shares 1,347 $228K 0.06% new Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,985 shares; 2026Q2: 10,914 shares 10,914 $228K 0.06% +929 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,891 shares; 2024Q4: 12,097 shares; 2025Q1: 11,814 shares; 2025Q2: 12,447 shares; 2025Q3: 13,251 shares; 2025Q4: 11,548 shares; 2026Q1: 12,325 shares; 2026Q2: 4,244 shares 4,244 $224K 0.06% -8,081 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: not reported; 2024Q4: 398 shares; 2025Q1: 401 shares; 2025Q2: 389 shares; 2025Q3: 421 shares; 2025Q4: 414 shares; 2026Q1: 412 shares; 2026Q2: 434 shares 434 $223K 0.06% +22 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,569 shares; 2025Q3: 3,670 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,796 shares 3,796 $220K 0.06% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,166 shares 1,166 $220K 0.06% new Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP 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: 1,682 shares 1,682 $217K 0.06% new Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 509 shares 509 $217K 0.06% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 786 shares; 2026Q2: 878 shares 878 $213K 0.05% +92 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,541 shares; 2024Q4: 2,391 shares; 2025Q1: 2,169 shares; 2025Q2: 2,309 shares; 2025Q3: 2,261 shares; 2025Q4: 2,228 shares; 2026Q1: 2,231 shares; 2026Q2: 2,248 shares 2,248 $213K 0.05% +17 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 404 shares; 2025Q4: 395 shares; 2026Q1: not reported; 2026Q2: 400 shares 400 $206K 0.05% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 817 shares; 2024Q4: 817 shares; 2025Q1: 713 shares; 2025Q2: 767 shares; 2025Q3: 747 shares; 2025Q4: 741 shares; 2026Q1: not reported; 2026Q2: 739 shares 739 $204K 0.05% new Timeline DCOR 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: 3,578 shares; 2025Q2: 3,582 shares; 2025Q3: 3,617 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,460 shares 2,460 $202K 0.05% new Timeline