IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 522,623 shares; 2024Q4: 522,942 shares; 2025Q1: 528,936 shares; 2025Q2: 511,769 shares; 2025Q3: 507,621 shares; 2025Q4: 514,195 shares; 2026Q1: 526,701 shares; 2026Q2: 530,731 shares 530,731 $397M 16.92% +4,030 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,142,860 shares; 2024Q4: 1,306,764 shares; 2025Q1: 1,408,916 shares; 2025Q2: 1,618,829 shares; 2025Q3: 1,779,660 shares; 2025Q4: 2,087,310 shares; 2026Q1: 2,425,416 shares; 2026Q2: 2,611,590 shares 2,611,590 $131M 5.58% +186,174 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: 1,359,721 shares; 2024Q4: 1,382,218 shares; 2025Q1: 1,432,678 shares; 2025Q2: 1,397,827 shares; 2025Q3: 1,444,799 shares; 2025Q4: 1,512,766 shares; 2026Q1: 1,556,145 shares; 2026Q2: 1,604,169 shares 1,604,169 $124M 5.27% +48,024 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 565,812 shares; 2024Q4: 656,176 shares; 2025Q1: 698,801 shares; 2025Q2: 745,623 shares; 2025Q3: 838,650 shares; 2025Q4: 909,227 shares; 2026Q1: 957,356 shares; 2026Q2: 1,002,180 shares 1,002,180 $96.8M 4.12% +44,824 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: 827,056 shares; 2024Q4: 882,466 shares; 2025Q1: 963,057 shares; 2025Q2: 1,005,173 shares; 2025Q3: 1,071,049 shares; 2025Q4: 1,145,549 shares; 2026Q1: 1,210,939 shares; 2026Q2: 1,245,724 shares 1,245,724 $88.8M 3.78% +34,785 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531,921 shares; 2024Q4: 537,324 shares; 2025Q1: 549,890 shares; 2025Q2: 534,526 shares; 2025Q3: 551,551 shares; 2025Q4: 567,432 shares; 2026Q1: 592,795 shares; 2026Q2: 596,811 shares 596,811 $88.5M 3.77% +4,016 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: 121,174 shares; 2024Q4: 119,813 shares; 2025Q1: 119,956 shares; 2025Q2: 118,212 shares; 2025Q3: 117,901 shares; 2025Q4: 115,228 shares; 2026Q1: 115,315 shares; 2026Q2: 114,856 shares 114,856 $85.8M 3.65% -459 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 683,097 shares; 2024Q4: 674,165 shares; 2025Q1: 689,483 shares; 2025Q2: 716,008 shares; 2025Q3: 684,950 shares; 2025Q4: 666,209 shares; 2026Q1: 654,814 shares; 2026Q2: 646,841 shares 646,841 $77M 3.28% -7,973 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: 248,989 shares; 2024Q4: 251,534 shares; 2025Q1: 253,189 shares; 2025Q2: 259,702 shares; 2025Q3: 272,103 shares; 2025Q4: 272,012 shares; 2026Q1: 269,842 shares; 2026Q2: 263,977 shares 263,977 $76.4M 3.25% -5,865 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110,654 shares; 2024Q4: 1,098,135 shares; 2025Q1: 1,132,034 shares; 2025Q2: 1,196,168 shares; 2025Q3: 1,194,210 shares; 2025Q4: 1,195,167 shares; 2026Q1: 1,173,507 shares; 2026Q2: 1,173,526 shares 1,173,526 $71.3M 3.04% +19 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626,510 shares; 2024Q4: 776,385 shares; 2025Q1: 808,311 shares; 2025Q2: 984,182 shares; 2025Q3: 981,006 shares; 2025Q4: 995,128 shares; 2026Q1: 1,004,376 shares; 2026Q2: 984,338 shares 984,338 $58.8M 2.5% -20,038 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,803 shares; 2024Q4: 267,384 shares; 2025Q1: 284,369 shares; 2025Q2: 284,786 shares; 2025Q3: 285,548 shares; 2025Q4: 302,357 shares; 2026Q1: 329,029 shares; 2026Q2: 353,559 shares 353,559 $45.2M 1.92% +24,530 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: 182,434 shares; 2024Q4: 242,456 shares; 2025Q1: 266,767 shares; 2025Q2: 436,432 shares; 2025Q3: 458,703 shares; 2025Q4: 460,682 shares; 2026Q1: 484,089 shares; 2026Q2: 501,018 shares 501,018 $41.5M 1.77% +16,929 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,211,319 shares; 2024Q4: 1,281,609 shares; 2025Q1: 1,332,602 shares; 2025Q2: 1,346,557 shares; 2025Q3: 1,421,892 shares; 2025Q4: 1,539,005 shares; 2026Q1: 1,580,678 shares; 2026Q2: 1,622,444 shares 1,622,444 $37.6M 1.6% +41,766 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 979,221 shares; 2024Q4: 1,169,191 shares; 2025Q1: 1,312,798 shares; 2025Q2: 1,338,959 shares; 2025Q3: 1,435,980 shares; 2025Q4: 1,569,753 shares; 2026Q1: 1,650,363 shares; 2026Q2: 1,715,577 shares 1,715,577 $37.4M 1.59% +65,214 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 774,020 shares; 2024Q4: 1,024,300 shares; 2025Q1: 1,282,281 shares; 2025Q2: 1,311,440 shares; 2025Q3: 1,419,923 shares; 2025Q4: 1,580,348 shares; 2026Q1: 1,699,798 shares; 2026Q2: 1,766,564 shares 1,766,564 $36.8M 1.57% +66,766 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,567 shares; 2024Q4: 378,386 shares; 2025Q1: 377,973 shares; 2025Q2: 374,660 shares; 2025Q3: 370,580 shares; 2025Q4: 363,088 shares; 2026Q1: 361,598 shares; 2026Q2: 354,842 shares 354,842 $34.2M 1.46% -6,756 Timeline MDYG 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: 301,152 shares; 2024Q4: 299,996 shares; 2025Q1: 302,748 shares; 2025Q2: 327,619 shares; 2025Q3: 325,832 shares; 2025Q4: 326,092 shares; 2026Q1: 324,175 shares; 2026Q2: 297,555 shares 297,555 $33.4M 1.42% -26,620 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 706,293 shares; 2024Q4: 691,816 shares; 2025Q1: 691,425 shares; 2025Q2: 686,277 shares; 2025Q3: 681,499 shares; 2025Q4: 681,565 shares; 2026Q1: 618,139 shares; 2026Q2: 614,153 shares 614,153 $33.2M 1.41% -3,986 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,059,782 shares; 2024Q4: 1,087,184 shares; 2025Q1: 1,098,833 shares; 2025Q2: 1,113,518 shares; 2025Q3: 1,161,401 shares; 2025Q4: 1,266,855 shares; 2026Q1: 1,304,385 shares; 2026Q2: 1,294,887 shares 1,294,887 $32.7M 1.39% -9,498 Timeline MDYV 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: 344,556 shares; 2024Q4: 343,576 shares; 2025Q1: 346,152 shares; 2025Q2: 372,304 shares; 2025Q3: 370,971 shares; 2025Q4: 371,154 shares; 2026Q1: 369,859 shares; 2026Q2: 340,538 shares 340,538 $32.3M 1.38% -29,321 Timeline SLYV 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: 257,041 shares; 2024Q4: 254,949 shares; 2025Q1: 262,088 shares; 2025Q2: 284,381 shares; 2025Q3: 282,377 shares; 2025Q4: 281,798 shares; 2026Q1: 281,041 shares; 2026Q2: 279,909 shares 279,909 $30.5M 1.3% -1,132 Timeline IBDX 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: 393,449 shares; 2025Q2: 514,089 shares; 2025Q3: 675,192 shares; 2025Q4: 886,734 shares; 2026Q1: 1,081,554 shares; 2026Q2: 1,175,446 shares 1,175,446 $29.6M 1.26% +93,892 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: 43,599 shares; 2024Q4: 42,281 shares; 2025Q1: 42,360 shares; 2025Q2: 42,378 shares; 2025Q3: 41,928 shares; 2025Q4: 41,828 shares; 2026Q1: 41,668 shares; 2026Q2: 41,488 shares 41,488 $29.2M 1.24% -180 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420,721 shares; 2024Q4: 409,624 shares; 2025Q1: 447,198 shares; 2025Q2: 447,081 shares; 2025Q3: 447,137 shares; 2025Q4: 427,017 shares; 2026Q1: 456,878 shares; 2026Q2: 409,912 shares 409,912 $28.7M 1.22% -46,966 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,028 shares; 2024Q4: 204,025 shares; 2025Q1: 202,040 shares; 2025Q2: 195,246 shares; 2025Q3: 193,866 shares; 2025Q4: 191,865 shares; 2026Q1: 189,356 shares; 2026Q2: 187,332 shares 187,332 $28.5M 1.21% -2,024 Timeline SLYG 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: 174,915 shares; 2024Q4: 172,848 shares; 2025Q1: 179,669 shares; 2025Q2: 204,846 shares; 2025Q3: 204,487 shares; 2025Q4: 204,649 shares; 2026Q1: 204,106 shares; 2026Q2: 203,898 shares 203,898 $24.3M 1.03% -208 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,017,458 shares; 2024Q4: not reported; 2025Q1: 990,859 shares; 2025Q2: 991,308 shares; 2025Q3: 988,062 shares; 2025Q4: 1,027,244 shares; 2026Q1: not reported; 2026Q2: 959,571 shares 959,571 $23.2M 0.99% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,104 shares; 2024Q4: 160,509 shares; 2025Q1: 160,540 shares; 2025Q2: 139,972 shares; 2025Q3: 116,300 shares; 2025Q4: 81,776 shares; 2026Q1: 82,167 shares; 2026Q2: 67,523 shares 67,523 $17.6M 0.75% -14,644 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: 47,351 shares; 2024Q4: 46,712 shares; 2025Q1: 46,756 shares; 2025Q2: 46,249 shares; 2025Q3: 46,092 shares; 2025Q4: 44,638 shares; 2026Q1: 44,937 shares; 2026Q2: 44,970 shares 44,970 $16.6M 0.71% +33 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: 44,168 shares; 2024Q4: 45,094 shares; 2025Q1: 45,565 shares; 2025Q2: 51,175 shares; 2025Q3: 57,007 shares; 2025Q4: 57,335 shares; 2026Q1: 58,351 shares; 2026Q2: 61,796 shares 61,796 $14.7M 0.63% +3,445 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: 30,111 shares; 2024Q4: 28,875 shares; 2025Q1: 30,257 shares; 2025Q2: 34,050 shares; 2025Q3: 35,542 shares; 2025Q4: 35,757 shares; 2026Q1: 37,161 shares; 2026Q2: 37,765 shares 37,765 $14.1M 0.6% +604 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: 30,060 shares; 2024Q4: 37,329 shares; 2025Q1: 40,721 shares; 2025Q2: 53,387 shares; 2025Q3: 61,289 shares; 2025Q4: 64,314 shares; 2026Q1: 66,895 shares; 2026Q2: 69,645 shares 69,645 $13.9M 0.59% +2,750 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: 178,508 shares; 2024Q4: 171,363 shares; 2025Q1: 170,065 shares; 2025Q2: 162,668 shares; 2025Q3: 159,550 shares; 2025Q4: 157,675 shares; 2026Q1: 156,770 shares; 2026Q2: 155,240 shares 155,240 $12.8M 0.54% -1,530 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,898 shares; 2024Q4: 220,328 shares; 2025Q1: 227,887 shares; 2025Q2: 222,354 shares; 2025Q3: 233,173 shares; 2025Q4: 235,756 shares; 2026Q1: 239,875 shares; 2026Q2: 236,010 shares 236,010 $12.7M 0.54% -3,865 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: 26,156 shares; 2024Q4: 26,741 shares; 2025Q1: 26,168 shares; 2025Q2: 26,660 shares; 2025Q3: 30,459 shares; 2025Q4: 30,611 shares; 2026Q1: 30,999 shares; 2026Q2: 31,594 shares 31,594 $11.2M 0.48% +595 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: 17,797 shares; 2024Q4: 19,145 shares; 2025Q1: 19,263 shares; 2025Q2: 23,078 shares; 2025Q3: 25,761 shares; 2025Q4: 26,544 shares; 2026Q1: 27,370 shares; 2026Q2: 27,837 shares 27,837 $9.95M 0.42% +467 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: 33,114 shares; 2024Q4: 32,130 shares; 2025Q1: 32,131 shares; 2025Q2: 32,082 shares; 2025Q3: 32,023 shares; 2025Q4: 31,608 shares; 2026Q1: 31,249 shares; 2026Q2: 30,863 shares 30,863 $9.27M 0.39% -386 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: 22,103 shares; 2024Q4: 22,053 shares; 2025Q1: 22,053 shares; 2025Q2: 22,053 shares; 2025Q3: 22,053 shares; 2025Q4: 21,804 shares; 2026Q1: 22,034 shares; 2026Q2: 21,719 shares 21,719 $8.89M 0.38% -315 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: 27,257 shares; 2024Q4: 18,099 shares; 2025Q1: 19,347 shares; 2025Q2: 20,662 shares; 2025Q3: 28,601 shares; 2025Q4: 28,403 shares; 2026Q1: 25,794 shares; 2026Q2: 26,178 shares 26,178 $8.57M 0.36% +384 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: 8,632 shares; 2024Q4: 8,947 shares; 2025Q1: 11,130 shares; 2025Q2: 11,091 shares; 2025Q3: 11,112 shares; 2025Q4: 11,055 shares; 2026Q1: 11,339 shares; 2026Q2: 11,409 shares 11,409 $7.84M 0.33% +70 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: 9,350 shares; 2024Q4: 9,375 shares; 2025Q1: 9,965 shares; 2025Q2: 10,752 shares; 2025Q3: 13,596 shares; 2025Q4: 13,901 shares; 2026Q1: 13,891 shares; 2026Q2: 15,430 shares 15,430 $7.72M 0.33% +1,539 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,200 shares; 2024Q4: 13,295 shares; 2025Q1: 14,185 shares; 2025Q2: 14,185 shares; 2025Q3: 13,969 shares; 2025Q4: 13,969 shares; 2026Q1: 13,969 shares; 2026Q2: 11,969 shares 11,969 $7.67M 0.33% -2,000 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: 18,003 shares; 2024Q4: 17,997 shares; 2025Q1: 18,443 shares; 2025Q2: 18,610 shares; 2025Q3: 10,264 shares; 2025Q4: 10,392 shares; 2026Q1: 10,463 shares; 2026Q2: 10,507 shares 10,507 $7.6M 0.32% +44 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,519 shares; 2024Q4: 306,010 shares; 2025Q1: 304,329 shares; 2025Q2: 284,315 shares; 2025Q3: 273,026 shares; 2025Q4: 262,907 shares; 2026Q1: 266,019 shares; 2026Q2: 264,386 shares 264,386 $6.32M 0.27% -1,633 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,328 shares; 2024Q4: 25,328 shares; 2025Q1: 25,328 shares; 2025Q2: 29,997 shares; 2025Q3: 23,487 shares; 2025Q4: 23,499 shares; 2026Q1: 19,041 shares; 2026Q2: 19,041 shares 19,041 $5.9M 0.25% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,774 shares; 2024Q4: 52,828 shares; 2025Q1: 54,000 shares; 2025Q2: 54,397 shares; 2025Q3: 55,445 shares; 2025Q4: 57,629 shares; 2026Q1: 58,289 shares; 2026Q2: 57,654 shares 57,654 $5.56M 0.24% -635 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: 8,081 shares; 2024Q4: 8,470 shares; 2025Q1: 8,620 shares; 2025Q2: 11,332 shares; 2025Q3: 12,635 shares; 2025Q4: 13,154 shares; 2026Q1: 13,912 shares; 2026Q2: 14,435 shares 14,435 $5.45M 0.23% +523 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: 52,009 shares; 2024Q4: 35,889 shares; 2025Q1: 35,703 shares; 2025Q2: 36,542 shares; 2025Q3: 38,901 shares; 2025Q4: 39,513 shares; 2026Q1: 38,929 shares; 2026Q2: 39,028 shares 39,028 $5.34M 0.23% +99 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,672 shares; 2024Q4: 32,672 shares; 2025Q1: 32,672 shares; 2025Q2: 32,681 shares; 2025Q3: 32,281 shares; 2025Q4: 32,206 shares; 2026Q1: 32,219 shares; 2026Q2: 32,133 shares 32,133 $5.02M 0.21% -86 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: 15,315 shares; 2024Q4: 14,979 shares; 2025Q1: 16,984 shares; 2025Q2: 18,258 shares; 2025Q3: 17,601 shares; 2025Q4: 17,792 shares; 2026Q1: 18,072 shares; 2026Q2: 17,448 shares 17,448 $4.43M 0.19% -624 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: 62,218 shares; 2024Q4: 62,218 shares; 2025Q1: 62,218 shares; 2025Q2: 62,218 shares; 2025Q3: 61,618 shares; 2025Q4: 64,428 shares; 2026Q1: 64,332 shares; 2026Q2: 62,861 shares 62,861 $4.39M 0.19% -1,471 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,411 shares; 2024Q4: 57,181 shares; 2025Q1: 57,181 shares; 2025Q2: 57,181 shares; 2025Q3: 55,871 shares; 2025Q4: 55,735 shares; 2026Q1: 55,186 shares; 2026Q2: 55,186 shares 55,186 $4.13M 0.18% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,488 shares; 2024Q4: 40,137 shares; 2025Q1: 51,137 shares; 2025Q2: 51,137 shares; 2025Q3: 51,710 shares; 2025Q4: 51,657 shares; 2026Q1: 47,597 shares; 2026Q2: 47,724 shares 47,724 $4M 0.17% +127 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: 4,048 shares; 2024Q4: 4,618 shares; 2025Q1: 4,914 shares; 2025Q2: 5,886 shares; 2025Q3: 6,515 shares; 2025Q4: 6,486 shares; 2026Q1: 6,702 shares; 2026Q2: 7,055 shares 7,055 $3.97M 0.17% +353 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: 7,441 shares; 2024Q4: 7,236 shares; 2025Q1: 7,214 shares; 2025Q2: 7,535 shares; 2025Q3: 7,599 shares; 2025Q4: 7,732 shares; 2026Q1: 7,771 shares; 2026Q2: 7,493 shares 7,493 $3.85M 0.16% -278 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,897 shares; 2024Q4: 30,115 shares; 2025Q1: 30,334 shares; 2025Q2: 29,030 shares; 2025Q3: 29,362 shares; 2025Q4: 29,741 shares; 2026Q1: 30,090 shares; 2026Q2: 31,670 shares 31,670 $3.82M 0.16% +1,580 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: 8,357 shares; 2024Q4: 8,318 shares; 2025Q1: 8,489 shares; 2025Q2: 9,139 shares; 2025Q3: 9,258 shares; 2025Q4: 9,500 shares; 2026Q1: 9,582 shares; 2026Q2: 9,785 shares 9,785 $3.66M 0.16% +203 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: 1,972 shares; 2024Q4: 2,167 shares; 2025Q1: 2,770 shares; 2025Q2: 2,772 shares; 2025Q3: 2,181 shares; 2025Q4: 7,233 shares; 2026Q1: 7,237 shares; 2026Q2: 28,958 shares 28,958 $3.6M 0.15% +21,721 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,721 shares; 2024Q4: 9,721 shares; 2025Q1: 9,721 shares; 2025Q2: 9,721 shares; 2025Q3: 9,721 shares; 2025Q4: 66,367 shares; 2026Q1: 66,457 shares; 2026Q2: 66,339 shares 66,339 $3.58M 0.15% -118 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: 4,160 shares; 2024Q4: 5,210 shares; 2025Q1: 5,050 shares; 2025Q2: 6,432 shares; 2025Q3: 7,169 shares; 2025Q4: 7,890 shares; 2026Q1: 8,078 shares; 2026Q2: 8,221 shares 8,221 $3.46M 0.15% +143 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: 11,665 shares; 2024Q4: 11,207 shares; 2025Q1: 11,683 shares; 2025Q2: 13,054 shares; 2025Q3: 12,718 shares; 2025Q4: 13,168 shares; 2026Q1: 13,120 shares; 2026Q2: 13,168 shares 13,168 $3.31M 0.14% +48 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: 1,887 shares; 2025Q4: 2,152 shares; 2026Q1: 2,581 shares; 2026Q2: 2,869 shares 2,869 $3.31M 0.14% +288 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: 34,287 shares; 2024Q4: 34,168 shares; 2025Q1: 34,718 shares; 2025Q2: 30,804 shares; 2025Q3: 30,304 shares; 2025Q4: 30,542 shares; 2026Q1: 31,103 shares; 2026Q2: 31,571 shares 31,571 $3.28M 0.14% +468 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,539 shares; 2025Q2: 15,956 shares; 2025Q3: 18,976 shares; 2025Q4: 18,997 shares; 2026Q1: 20,424 shares; 2026Q2: 20,373 shares 20,373 $3.18M 0.14% -51 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,942 shares; 2024Q4: 12,942 shares; 2025Q1: 12,942 shares; 2025Q2: 12,942 shares; 2025Q3: 12,942 shares; 2025Q4: 14,297 shares; 2026Q1: 14,297 shares; 2026Q2: 14,297 shares 14,297 $3.16M 0.13% 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: 11,072 shares; 2024Q4: 10,979 shares; 2025Q1: 10,665 shares; 2025Q2: 10,685 shares; 2025Q3: 10,685 shares; 2025Q4: 10,497 shares; 2026Q1: 10,463 shares; 2026Q2: 10,421 shares 10,421 $3.16M 0.13% -42 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,158 shares; 2024Q4: 3,087 shares; 2025Q1: 3,068 shares; 2025Q2: 3,229 shares; 2025Q3: 3,329 shares; 2025Q4: 3,318 shares; 2026Q1: 3,418 shares; 2026Q2: 3,349 shares 3,349 $3.13M 0.13% -69 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: 673 shares; 2024Q4: 703 shares; 2025Q1: 1,606 shares; 2025Q2: 2,622 shares; 2025Q3: 2,660 shares; 2025Q4: 2,714 shares; 2026Q1: 2,802 shares; 2026Q2: 2,885 shares 2,885 $3.07M 0.13% +83 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: 2,094 shares; 2024Q4: 2,094 shares; 2025Q1: 2,101 shares; 2025Q2: 2,273 shares; 2025Q3: 2,345 shares; 2025Q4: 2,452 shares; 2026Q1: 2,547 shares; 2026Q2: 2,608 shares 2,608 $3.06M 0.13% +61 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,087 shares; 2024Q4: 2,667 shares; 2025Q1: 2,655 shares; 2025Q2: 3,204 shares; 2025Q3: 3,810 shares; 2025Q4: 6,917 shares; 2026Q1: 6,466 shares; 2026Q2: 35,413 shares 35,413 $3.05M 0.13% +28,947 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: 9,314 shares; 2024Q4: 7,608 shares; 2025Q1: 7,819 shares; 2025Q2: 8,824 shares; 2025Q3: 9,091 shares; 2025Q4: 9,207 shares; 2026Q1: 9,132 shares; 2026Q2: 8,812 shares 8,812 $3.02M 0.13% -320 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: 15,368 shares; 2024Q4: 14,678 shares; 2025Q1: 14,428 shares; 2025Q2: 14,178 shares; 2025Q3: 13,608 shares; 2025Q4: 13,603 shares; 2026Q1: 13,603 shares; 2026Q2: 13,603 shares 13,603 $2.89M 0.12% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,659 shares; 2024Q4: 1,725 shares; 2025Q1: 1,886 shares; 2025Q2: 2,232 shares; 2025Q3: 2,377 shares; 2025Q4: 2,303 shares; 2026Q1: 2,311 shares; 2026Q2: 2,410 shares 2,410 $2.89M 0.12% +99 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,817 shares; 2024Q4: 28,235 shares; 2025Q1: 27,875 shares; 2025Q2: 28,780 shares; 2025Q3: 29,945 shares; 2025Q4: 29,986 shares; 2026Q1: 29,919 shares; 2026Q2: 29,484 shares 29,484 $2.81M 0.12% -435 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,297 shares; 2024Q4: 20,805 shares; 2025Q1: 20,711 shares; 2025Q2: 20,668 shares; 2025Q3: 20,674 shares; 2025Q4: 20,642 shares; 2026Q1: 20,225 shares; 2026Q2: 100,967 shares 100,967 $2.77M 0.12% +80,742 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: 3,195 shares; 2024Q4: 3,879 shares; 2025Q1: 3,642 shares; 2025Q2: 18,276 shares; 2025Q3: 19,016 shares; 2025Q4: 18,712 shares; 2026Q1: 18,984 shares; 2026Q2: 19,135 shares 19,135 $2.68M 0.11% +151 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: 17,197 shares; 2024Q4: 16,552 shares; 2025Q1: 23,682 shares; 2025Q2: 25,698 shares; 2025Q3: 22,483 shares; 2025Q4: 16,500 shares; 2026Q1: 17,487 shares; 2026Q2: 18,726 shares 18,726 $2.61M 0.11% +1,239 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: 4,459 shares; 2024Q4: 4,459 shares; 2025Q1: 4,408 shares; 2025Q2: 5,871 shares; 2025Q3: 6,056 shares; 2025Q4: 13,601 shares; 2026Q1: 11,876 shares; 2026Q2: 11,875 shares 11,875 $2.59M 0.11% -1 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,715 shares; 2024Q4: 6,715 shares; 2025Q1: 6,861 shares; 2025Q2: 6,861 shares; 2025Q3: 6,861 shares; 2025Q4: 6,861 shares; 2026Q1: 7,144 shares; 2026Q2: 6,882 shares 6,882 $2.52M 0.11% -262 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,654 shares; 2025Q3: 3,406 shares; 2025Q4: 3,797 shares; 2026Q1: 3,940 shares; 2026Q2: 4,245 shares 4,245 $2.47M 0.1% +305 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,608 shares; 2024Q4: 51,778 shares; 2025Q1: 57,410 shares; 2025Q2: 53,910 shares; 2025Q3: 47,808 shares; 2025Q4: 47,808 shares; 2026Q1: 47,808 shares; 2026Q2: 47,808 shares 47,808 $2.42M 0.1% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,331 shares; 2024Q4: 16,220 shares; 2025Q1: 13,336 shares; 2025Q2: 14,807 shares; 2025Q3: 14,792 shares; 2025Q4: 14,965 shares; 2026Q1: 15,141 shares; 2026Q2: 15,154 shares 15,154 $2.3M 0.1% +13 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: 10,392 shares; 2024Q4: 10,268 shares; 2025Q1: 12,117 shares; 2025Q2: 13,801 shares; 2025Q3: 16,637 shares; 2025Q4: 15,438 shares; 2026Q1: 15,551 shares; 2026Q2: 15,323 shares 15,323 $2.25M 0.1% -228 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: 2,710 shares; 2024Q4: 2,814 shares; 2025Q1: 2,856 shares; 2025Q2: 2,827 shares; 2025Q3: 2,823 shares; 2025Q4: 2,802 shares; 2026Q1: 2,942 shares; 2026Q2: 3,030 shares 3,030 $2.23M 0.09% +88 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: 8,252 shares; 2024Q4: 7,749 shares; 2025Q1: 7,089 shares; 2025Q2: 6,781 shares; 2025Q3: 6,590 shares; 2025Q4: 6,518 shares; 2026Q1: 6,202 shares; 2026Q2: 6,068 shares 6,068 $2.14M 0.09% -134 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: 11,491 shares; 2024Q4: 11,973 shares; 2025Q1: 12,311 shares; 2025Q2: 14,215 shares; 2025Q3: 14,525 shares; 2025Q4: 14,407 shares; 2026Q1: 14,664 shares; 2026Q2: 14,244 shares 14,244 $2.09M 0.09% -420 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: 6,387 shares; 2024Q4: 6,637 shares; 2025Q1: 8,583 shares; 2025Q2: 7,744 shares; 2025Q3: 7,745 shares; 2025Q4: 7,737 shares; 2026Q1: 7,972 shares; 2026Q2: 8,068 shares 8,068 $2.06M 0.09% +96 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,833 shares 78,833 $2.03M 0.09% new 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: 8,897 shares; 2024Q4: 9,159 shares; 2025Q1: 9,346 shares; 2025Q2: 10,259 shares; 2025Q3: 20,433 shares; 2025Q4: 16,226 shares; 2026Q1: 16,668 shares; 2026Q2: 17,466 shares 17,466 $1.98M 0.08% +798 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,899 shares; 2024Q4: 14,886 shares; 2025Q1: 14,886 shares; 2025Q2: 14,807 shares; 2025Q3: 14,807 shares; 2025Q4: 14,877 shares; 2026Q1: 14,878 shares; 2026Q2: 14,753 shares 14,753 $1.92M 0.08% -125 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: 7,868 shares; 2024Q4: 7,987 shares; 2025Q1: 10,699 shares; 2025Q2: 13,788 shares; 2025Q3: 14,334 shares; 2025Q4: 15,256 shares; 2026Q1: 15,740 shares; 2026Q2: 16,227 shares 16,227 $1.91M 0.08% +487 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: 5,210 shares; 2024Q4: 3,476 shares; 2025Q1: 3,464 shares; 2025Q2: 3,522 shares; 2025Q3: 3,886 shares; 2025Q4: 8,030 shares; 2026Q1: 7,838 shares; 2026Q2: 7,832 shares 7,832 $1.9M 0.08% -6 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,861 shares; 2024Q4: 24,903 shares; 2025Q1: 24,321 shares; 2025Q2: 23,636 shares; 2025Q3: 23,146 shares; 2025Q4: 22,691 shares; 2026Q1: 22,541 shares; 2026Q2: 21,671 shares 21,671 $1.9M 0.08% -870 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,954 shares; 2024Q4: 12,954 shares; 2025Q1: 12,954 shares; 2025Q2: 12,954 shares; 2025Q3: 12,954 shares; 2025Q4: 12,954 shares; 2026Q1: 12,954 shares; 2026Q2: 12,934 shares 12,934 $1.89M 0.08% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,457 shares; 2026Q1: 31,543 shares; 2026Q2: 32,214 shares 32,214 $1.77M 0.08% +671 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,467 shares; 2024Q4: 10,490 shares; 2025Q1: 12,203 shares; 2025Q2: 12,239 shares; 2025Q3: 12,224 shares; 2025Q4: 12,225 shares; 2026Q1: 12,243 shares; 2026Q2: 11,468 shares 11,468 $1.74M 0.07% -775 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: 13,715 shares; 2024Q4: 13,844 shares; 2025Q1: 13,405 shares; 2025Q2: 13,606 shares; 2025Q3: 11,643 shares; 2025Q4: 10,510 shares; 2026Q1: 10,480 shares; 2026Q2: 10,267 shares 10,267 $1.69M 0.07% -213 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,899 shares; 2024Q4: 28,569 shares; 2025Q1: 28,569 shares; 2025Q2: 28,569 shares; 2025Q3: 28,269 shares; 2025Q4: 28,269 shares; 2026Q1: 28,269 shares; 2026Q2: 28,269 shares 28,269 $1.68M 0.07% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,596 shares; 2024Q4: 30,596 shares; 2025Q1: 30,596 shares; 2025Q2: 30,596 shares; 2025Q3: 30,650 shares; 2025Q4: 30,692 shares; 2026Q1: 30,852 shares; 2026Q2: 35,398 shares 35,398 $1.62M 0.07% +4,546 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: 1,374 shares; 2024Q4: 1,028 shares; 2025Q1: 993 shares; 2025Q2: 1,061 shares; 2025Q3: 1,885 shares; 2025Q4: 4,640 shares; 2026Q1: 4,479 shares; 2026Q2: 4,424 shares 4,424 $1.62M 0.07% -55 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: 13,139 shares; 2024Q4: 13,097 shares; 2025Q1: 15,179 shares; 2025Q2: 15,049 shares; 2025Q3: 15,116 shares; 2025Q4: 12,553 shares; 2026Q1: 13,362 shares; 2026Q2: 13,588 shares 13,588 $1.6M 0.07% +226 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: 21,513 shares; 2024Q4: 16,964 shares; 2025Q1: 16,342 shares; 2025Q2: 18,175 shares; 2025Q3: 17,243 shares; 2025Q4: 17,574 shares; 2026Q1: 18,004 shares; 2026Q2: 18,203 shares 18,203 $1.6M 0.07% +199 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: 2,849 shares; 2025Q3: 2,724 shares; 2025Q4: 2,710 shares; 2026Q1: 3,212 shares; 2026Q2: 3,302 shares 3,302 $1.58M 0.07% +90 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: 9,072 shares; 2024Q4: 9,510 shares; 2025Q1: 12,509 shares; 2025Q2: 14,676 shares; 2025Q3: 19,483 shares; 2025Q4: 20,681 shares; 2026Q1: 21,172 shares; 2026Q2: 19,130 shares 19,130 $1.55M 0.07% -2,042 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,665 shares; 2024Q4: 1,710 shares; 2025Q1: 2,270 shares; 2025Q2: 2,931 shares; 2025Q3: 3,297 shares; 2025Q4: 3,305 shares; 2026Q1: 3,373 shares; 2026Q2: 6,968 shares 6,968 $1.54M 0.07% +3,595 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,934 shares; 2024Q4: 10,934 shares; 2025Q1: 10,934 shares; 2025Q2: 10,934 shares; 2025Q3: 10,934 shares; 2025Q4: 10,986 shares; 2026Q1: 10,986 shares; 2026Q2: 10,986 shares 10,986 $1.51M 0.06% 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: 764 shares; 2024Q4: 801 shares; 2025Q1: 811 shares; 2025Q2: 881 shares; 2025Q3: 1,348 shares; 2025Q4: 1,364 shares; 2026Q1: 1,454 shares; 2026Q2: 1,494 shares 1,494 $1.51M 0.06% +40 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: 1,803 shares; 2024Q4: 1,441 shares; 2025Q1: 2,013 shares; 2025Q2: 1,971 shares; 2025Q3: 5,219 shares; 2025Q4: 3,157 shares; 2026Q1: 2,339 shares; 2026Q2: 2,373 shares 2,373 $1.51M 0.06% +34 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: 7,816 shares; 2024Q4: 7,118 shares; 2025Q1: 6,763 shares; 2025Q2: 7,128 shares; 2025Q3: 7,118 shares; 2025Q4: 6,945 shares; 2026Q1: 6,676 shares; 2026Q2: 6,689 shares 6,689 $1.5M 0.06% +13 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: 12,497 shares; 2024Q4: 12,497 shares; 2025Q1: 12,497 shares; 2025Q2: 13,897 shares; 2025Q3: 13,897 shares; 2025Q4: 13,797 shares; 2026Q1: 13,775 shares; 2026Q2: 13,466 shares 13,466 $1.49M 0.06% -309 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: 9,460 shares; 2024Q4: 9,272 shares; 2025Q1: 9,272 shares; 2025Q2: 9,272 shares; 2025Q3: 9,272 shares; 2025Q4: 9,264 shares; 2026Q1: 9,264 shares; 2026Q2: 9,264 shares 9,264 $1.46M 0.06% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,552 shares; 2024Q4: 4,540 shares; 2025Q1: 4,682 shares; 2025Q2: 5,046 shares; 2025Q3: 4,632 shares; 2025Q4: 5,132 shares; 2026Q1: 4,875 shares; 2026Q2: 4,962 shares 4,962 $1.4M 0.06% +87 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: 3,766 shares; 2024Q4: 2,633 shares; 2025Q1: 3,441 shares; 2025Q2: 4,795 shares; 2025Q3: 4,646 shares; 2025Q4: 4,551 shares; 2026Q1: 4,618 shares; 2026Q2: 4,677 shares 4,677 $1.39M 0.06% +59 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,024 shares; 2024Q4: 20,172 shares; 2025Q1: 20,172 shares; 2025Q2: 20,470 shares; 2025Q3: 20,470 shares; 2025Q4: 20,275 shares; 2026Q1: 20,415 shares; 2026Q2: 20,354 shares 20,354 $1.39M 0.06% -61 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,127 shares; 2025Q3: 2,367 shares; 2025Q4: 2,550 shares; 2026Q1: 2,899 shares; 2026Q2: 3,152 shares 3,152 $1.37M 0.06% +253 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: 4,226 shares; 2024Q4: 4,227 shares; 2025Q1: 4,975 shares; 2025Q2: 5,437 shares; 2025Q3: 5,267 shares; 2025Q4: 5,342 shares; 2026Q1: 5,418 shares; 2026Q2: 5,012 shares 5,012 $1.35M 0.06% -406 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: 9,510 shares; 2024Q4: 9,555 shares; 2025Q1: 9,675 shares; 2025Q2: 9,784 shares; 2025Q3: 10,192 shares; 2025Q4: 10,508 shares; 2026Q1: 10,297 shares; 2026Q2: 10,463 shares 10,463 $1.34M 0.06% +166 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: not reported; 2025Q2: 415 shares; 2025Q3: 520 shares; 2025Q4: 507 shares; 2026Q1: 600 shares; 2026Q2: 671 shares 671 $1.33M 0.06% +71 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,467 shares; 2025Q2: 2,496 shares; 2025Q3: 2,508 shares; 2025Q4: 2,525 shares; 2026Q1: 2,529 shares; 2026Q2: 2,541 shares 2,541 $1.33M 0.06% +12 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: 32,725 shares; 2024Q4: 51,249 shares; 2025Q1: 58,733 shares; 2025Q2: 58,733 shares; 2025Q3: 57,141 shares; 2025Q4: 49,441 shares; 2026Q1: 48,341 shares; 2026Q2: 47,052 shares 47,052 $1.3M 0.06% -1,289 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,163 shares; 2024Q4: 43,163 shares; 2025Q1: 43,163 shares; 2025Q2: 40,413 shares; 2025Q3: 40,413 shares; 2025Q4: 40,413 shares; 2026Q1: 40,413 shares; 2026Q2: 25,590 shares 25,590 $1.3M 0.06% -14,823 Timeline JFLX 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: 18,246 shares; 2025Q4: 23,816 shares; 2026Q1: 25,713 shares; 2026Q2: 25,367 shares 25,367 $1.28M 0.05% -346 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,422 shares; 2024Q4: 2,914 shares; 2025Q1: 3,076 shares; 2025Q2: 4,206 shares; 2025Q3: 6,479 shares; 2025Q4: 6,563 shares; 2026Q1: 6,779 shares; 2026Q2: 6,070 shares 6,070 $1.27M 0.05% -709 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: 2,435 shares; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares; 2025Q2: 2,680 shares; 2025Q3: 2,680 shares; 2025Q4: 4,674 shares; 2026Q1: 5,138 shares; 2026Q2: 6,530 shares 6,530 $1.24M 0.05% +1,392 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: 2,991 shares; 2024Q4: 3,315 shares; 2025Q1: 4,577 shares; 2025Q2: 6,615 shares; 2025Q3: 6,624 shares; 2025Q4: 6,291 shares; 2026Q1: 6,325 shares; 2026Q2: 6,554 shares 6,554 $1.19M 0.05% +229 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: 6,101 shares; 2024Q4: 4,453 shares; 2025Q1: 5,316 shares; 2025Q2: 6,007 shares; 2025Q3: 6,493 shares; 2025Q4: 6,297 shares; 2026Q1: 6,668 shares; 2026Q2: 7,002 shares 7,002 $1.16M 0.05% +334 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: 7,983 shares; 2024Q4: 7,866 shares; 2025Q1: 7,866 shares; 2025Q2: 6,993 shares; 2025Q3: 6,503 shares; 2025Q4: 6,313 shares; 2026Q1: 15,608 shares; 2026Q2: 15,015 shares 15,015 $1.13M 0.05% -593 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,139 shares; 2024Q4: 10,936 shares; 2025Q1: 10,752 shares; 2025Q2: 10,827 shares; 2025Q3: 17,641 shares; 2025Q4: 18,872 shares; 2026Q1: 18,492 shares; 2026Q2: 19,566 shares 19,566 $1.11M 0.05% +1,074 Timeline DFIP 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: 81,817 shares; 2024Q4: 32,841 shares; 2025Q1: 32,841 shares; 2025Q2: 31,534 shares; 2025Q3: 29,440 shares; 2025Q4: 26,933 shares; 2026Q1: 26,685 shares; 2026Q2: 26,685 shares 26,685 $1.1M 0.05% 0 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: 6,147 shares; 2024Q4: 4,060 shares; 2025Q1: 4,094 shares; 2025Q2: 5,192 shares; 2025Q3: 5,191 shares; 2025Q4: 5,414 shares; 2026Q1: 5,714 shares; 2026Q2: 5,716 shares 5,716 $1.08M 0.05% +2 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: 1,748 shares; 2024Q4: 1,843 shares; 2025Q1: 1,743 shares; 2025Q2: 1,791 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 2,919 shares; 2026Q2: 2,919 shares 2,919 $1.08M 0.05% 0 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: 366 shares; 2025Q3: 324 shares; 2025Q4: 325 shares; 2026Q1: 341 shares; 2026Q2: 3,516 shares 3,516 $1.06M 0.05% +3,175 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 20,507 shares; 2025Q2: 20,500 shares; 2025Q3: 20,500 shares; 2025Q4: 20,500 shares; 2026Q1: 20,500 shares; 2026Q2: 10,500 shares 10,500 $1.06M 0.05% -10,000 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: 8,160 shares; 2024Q4: 8,186 shares; 2025Q1: 8,210 shares; 2025Q2: 8,241 shares; 2025Q3: 8,269 shares; 2025Q4: 8,293 shares; 2026Q1: 8,309 shares; 2026Q2: 8,332 shares 8,332 $1.04M 0.04% +23 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: 6,472 shares; 2024Q4: 6,583 shares; 2025Q1: 6,898 shares; 2025Q2: 6,821 shares; 2025Q3: 6,794 shares; 2025Q4: 5,675 shares; 2026Q1: 5,064 shares; 2026Q2: 4,372 shares 4,372 $1.03M 0.04% -692 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,391 shares; 2024Q4: 10,101 shares; 2025Q1: 10,614 shares; 2025Q2: 12,490 shares; 2025Q3: 12,284 shares; 2025Q4: 12,389 shares; 2026Q1: 12,164 shares; 2026Q2: 11,281 shares 11,281 $1.02M 0.04% -883 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: 7,707 shares; 2024Q4: 6,168 shares; 2025Q1: 5,950 shares; 2025Q2: 6,694 shares; 2025Q3: 7,046 shares; 2025Q4: 6,399 shares; 2026Q1: 6,577 shares; 2026Q2: 10,162 shares 10,162 $978K 0.04% +3,585 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,046 shares; 2024Q4: 1,153 shares; 2025Q1: 1,222 shares; 2025Q2: 1,487 shares; 2025Q3: 1,611 shares; 2025Q4: 15,134 shares; 2026Q1: 16,944 shares; 2026Q2: 13,652 shares 13,652 $975K 0.04% -3,292 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: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,758 shares; 2025Q2: 1,831 shares; 2025Q3: 1,791 shares; 2025Q4: 1,812 shares; 2026Q1: 1,888 shares; 2026Q2: 1,899 shares 1,899 $967K 0.04% +11 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: 751 shares; 2024Q4: 751 shares; 2025Q1: 761 shares; 2025Q2: 11,976 shares; 2025Q3: 11,800 shares; 2025Q4: 11,970 shares; 2026Q1: 11,748 shares; 2026Q2: 10,461 shares 10,461 $963K 0.04% -1,287 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,224 shares; 2024Q4: 7,377 shares; 2025Q1: 6,863 shares; 2025Q2: 19,417 shares; 2025Q3: 19,547 shares; 2025Q4: 19,763 shares; 2026Q1: 20,102 shares; 2026Q2: 20,217 shares 20,217 $961K 0.04% +115 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: 11,724 shares; 2024Q4: 11,724 shares; 2025Q1: 11,724 shares; 2025Q2: 11,724 shares; 2025Q3: 11,724 shares; 2025Q4: 11,724 shares; 2026Q1: 11,724 shares; 2026Q2: 11,724 shares 11,724 $961K 0.04% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,137 shares; 2024Q4: 2,187 shares; 2025Q1: 1,545 shares; 2025Q2: 1,665 shares; 2025Q3: 1,849 shares; 2025Q4: 1,879 shares; 2026Q1: 1,944 shares; 2026Q2: 1,896 shares 1,896 $951K 0.04% -48 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: 362 shares; 2026Q2: 411 shares 411 $935K 0.04% +49 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: not reported; 2024Q4: 683 shares; 2025Q1: 831 shares; 2025Q2: 1,724 shares; 2025Q3: 3,415 shares; 2025Q4: 2,692 shares; 2026Q1: 2,695 shares; 2026Q2: 2,760 shares 2,760 $934K 0.04% +65 Timeline SMH 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: 821 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,071 shares; 2025Q3: 1,100 shares; 2025Q4: 1,067 shares; 2026Q1: 1,045 shares; 2026Q2: 1,398 shares 1,398 $917K 0.04% +353 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,721 shares; 2024Q4: 23,721 shares; 2025Q1: 23,721 shares; 2025Q2: 23,721 shares; 2025Q3: 21,342 shares; 2025Q4: 21,342 shares; 2026Q1: 21,342 shares; 2026Q2: 20,326 shares 20,326 $914K 0.04% -1,016 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,325 shares; 2026Q1: 7,383 shares; 2026Q2: 7,325 shares 7,325 $911K 0.04% -58 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,877 shares; 2024Q4: 26,889 shares; 2025Q1: 32,584 shares; 2025Q2: 32,584 shares; 2025Q3: 32,584 shares; 2025Q4: 30,778 shares; 2026Q1: 30,778 shares; 2026Q2: 30,778 shares 30,778 $906K 0.04% 0 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: 750 shares; 2024Q4: 1,752 shares; 2025Q1: 1,885 shares; 2025Q2: 2,085 shares; 2025Q3: 2,131 shares; 2025Q4: 1,905 shares; 2026Q1: 2,527 shares; 2026Q2: 2,647 shares 2,647 $903K 0.04% +120 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,982 shares; 2024Q4: 100,000 shares; 2025Q1: 172,325 shares; 2025Q2: 172,325 shares; 2025Q3: 172,325 shares; 2025Q4: 170,451 shares; 2026Q1: 70,451 shares; 2026Q2: 70,439 shares 70,439 $869K 0.04% -12 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,853 shares; 2024Q4: 8,951 shares; 2025Q1: 9,018 shares; 2025Q2: 9,033 shares; 2025Q3: 10,488 shares; 2025Q4: 9,939 shares; 2026Q1: 9,728 shares; 2026Q2: 10,067 shares 10,067 $861K 0.04% +339 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,327 shares; 2024Q4: 6,327 shares; 2025Q1: 5,328 shares; 2025Q2: 5,342 shares; 2025Q3: 5,421 shares; 2025Q4: 4,439 shares; 2026Q1: 3,966 shares; 2026Q2: 4,016 shares 4,016 $855K 0.04% +50 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: not reported; 2024Q4: not reported; 2025Q1: 3,563 shares; 2025Q2: 4,752 shares; 2025Q3: 5,602 shares; 2025Q4: 5,680 shares; 2026Q1: 5,837 shares; 2026Q2: 5,970 shares 5,970 $855K 0.04% +133 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 654 shares; 2024Q4: 669 shares; 2025Q1: 659 shares; 2025Q2: 654 shares; 2025Q3: 668 shares; 2025Q4: 714 shares; 2026Q1: 691 shares; 2026Q2: 745 shares 745 $844K 0.04% +54 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: 2,301 shares; 2024Q4: 1,880 shares; 2025Q1: 1,306 shares; 2025Q2: 1,159 shares; 2025Q3: 1,727 shares; 2025Q4: 1,804 shares; 2026Q1: 1,866 shares; 2026Q2: 2,021 shares 2,021 $840K 0.04% +155 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: 900 shares; 2024Q4: 928 shares; 2025Q1: 1,030 shares; 2025Q2: 1,583 shares; 2025Q3: 1,514 shares; 2025Q4: 1,467 shares; 2026Q1: 1,579 shares; 2026Q2: 1,617 shares 1,617 $839K 0.04% +38 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 491 shares; 2025Q1: 684 shares; 2025Q2: 1,075 shares; 2025Q3: 1,020 shares; 2025Q4: 936 shares; 2026Q1: 862 shares; 2026Q2: 871 shares 871 $838K 0.04% +9 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: not reported; 2024Q4: not reported; 2025Q1: 6,878 shares; 2025Q2: 8,979 shares; 2025Q3: 11,158 shares; 2025Q4: 11,105 shares; 2026Q1: 11,351 shares; 2026Q2: 11,624 shares 11,624 $836K 0.04% +273 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: not reported; 2025Q1: 1,104 shares; 2025Q2: 1,105 shares; 2025Q3: 1,122 shares; 2025Q4: 1,129 shares; 2026Q1: 1,154 shares; 2026Q2: 1,164 shares 1,164 $830K 0.04% +10 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,734 shares; 2025Q3: 10,417 shares; 2025Q4: 10,931 shares; 2026Q1: 10,504 shares; 2026Q2: 9,992 shares 9,992 $826K 0.04% -512 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,604 shares; 2024Q4: 47,712 shares; 2025Q1: 48,235 shares; 2025Q2: 50,999 shares; 2025Q3: 48,994 shares; 2025Q4: 47,926 shares; 2026Q1: 46,980 shares; 2026Q2: 46,663 shares 46,663 $811K 0.03% -317 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,726 shares; 2024Q4: 1,754 shares; 2025Q1: 1,758 shares; 2025Q2: 1,787 shares; 2025Q3: 1,887 shares; 2025Q4: 1,919 shares; 2026Q1: 1,925 shares; 2026Q2: 1,931 shares 1,931 $803K 0.03% +6 Timeline JMST 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: 34,723 shares; 2024Q4: 20,201 shares; 2025Q1: 32,201 shares; 2025Q2: 24,877 shares; 2025Q3: 34,421 shares; 2025Q4: 47,429 shares; 2026Q1: 121,774 shares; 2026Q2: 15,293 shares 15,293 $780K 0.03% -106,481 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: 1,198 shares; 2024Q4: 1,186 shares; 2025Q1: 1,350 shares; 2025Q2: 1,855 shares; 2025Q3: 1,927 shares; 2025Q4: 2,026 shares; 2026Q1: 2,097 shares; 2026Q2: 2,140 shares 2,140 $775K 0.03% +43 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,745 shares; 2024Q4: 2,681 shares; 2025Q1: 3,994 shares; 2025Q2: 4,131 shares; 2025Q3: 6,041 shares; 2025Q4: 6,951 shares; 2026Q1: 6,612 shares; 2026Q2: 6,711 shares 6,711 $742K 0.03% +99 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: 3,958 shares; 2024Q4: 4,083 shares; 2025Q1: 5,787 shares; 2025Q2: 8,535 shares; 2025Q3: 8,199 shares; 2025Q4: 8,292 shares; 2026Q1: 8,417 shares; 2026Q2: 7,948 shares 7,948 $733K 0.03% -469 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: 11,547 shares; 2024Q4: 11,508 shares; 2025Q1: 11,756 shares; 2025Q2: 13,503 shares; 2025Q3: 13,586 shares; 2025Q4: 13,629 shares; 2026Q1: 13,891 shares; 2026Q2: 14,520 shares 14,520 $723K 0.03% +629 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,988 shares; 2026Q1: 14,786 shares; 2026Q2: 14,799 shares 14,799 $712K 0.03% +13 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: 2,638 shares; 2024Q4: 2,708 shares; 2025Q1: 3,033 shares; 2025Q2: 3,284 shares; 2025Q3: 3,990 shares; 2025Q4: 4,139 shares; 2026Q1: 4,293 shares; 2026Q2: 4,523 shares 4,523 $709K 0.03% +230 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: not reported; 2024Q4: not reported; 2025Q1: 20,267 shares; 2025Q2: 20,662 shares; 2025Q3: 26,683 shares; 2025Q4: 28,036 shares; 2026Q1: 28,450 shares; 2026Q2: 28,237 shares 28,237 $680K 0.03% -213 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 780 shares; 2025Q1: 839 shares; 2025Q2: 1,093 shares; 2025Q3: 1,151 shares; 2025Q4: 1,222 shares; 2026Q1: 1,208 shares; 2026Q2: 1,665 shares 1,665 $662K 0.03% +457 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,420 shares; 2024Q4: 1,358 shares; 2025Q1: 2,162 shares; 2025Q2: 3,158 shares; 2025Q3: 2,879 shares; 2025Q4: 2,927 shares; 2026Q1: 2,937 shares; 2026Q2: 2,998 shares 2,998 $655K 0.03% +61 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 127 shares; 2025Q2: 125 shares; 2025Q3: 137 shares; 2025Q4: 145 shares; 2026Q1: 151 shares; 2026Q2: 3,671 shares 3,671 $654K 0.03% +3,520 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,501 shares; 2024Q4: 3,453 shares; 2025Q1: 3,587 shares; 2025Q2: 3,665 shares; 2025Q3: 3,685 shares; 2025Q4: 3,678 shares; 2026Q1: 3,711 shares; 2026Q2: 3,713 shares 3,713 $651K 0.03% +2 Timeline VRA VERA BRADLEY INC More: the full row for VERA BRADLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,722 shares; 2025Q3: 53,722 shares; 2025Q4: 106,722 shares; 2026Q1: 106,722 shares; 2026Q2: 160,064 shares 160,064 $623K 0.03% +53,342 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: 946 shares; 2026Q2: 972 shares 972 $621K 0.03% +26 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,279 shares; 2026Q2: 7,438 shares 7,438 $611K 0.03% -12,841 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 607 shares; 2026Q2: 631 shares 631 $609K 0.03% +24 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,208 shares; 2024Q4: 2,647 shares; 2025Q1: 2,621 shares; 2025Q2: 2,621 shares; 2025Q3: 2,633 shares; 2025Q4: 2,633 shares; 2026Q1: 2,633 shares; 2026Q2: 2,504 shares 2,504 $607K 0.03% -129 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,749 shares; 2025Q1: 6,749 shares; 2025Q2: 6,749 shares; 2025Q3: 6,749 shares; 2025Q4: 6,749 shares; 2026Q1: 6,749 shares; 2026Q2: 6,749 shares 6,749 $601K 0.03% 0 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: 1,880 shares; 2024Q4: 1,933 shares; 2025Q1: 1,944 shares; 2025Q2: 1,986 shares; 2025Q3: 2,006 shares; 2025Q4: 2,021 shares; 2026Q1: 2,041 shares; 2026Q2: 2,046 shares 2,046 $595K 0.03% +5 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421 shares; 2024Q4: 419 shares; 2025Q1: 437 shares; 2025Q2: 494 shares; 2025Q3: 563 shares; 2025Q4: 565 shares; 2026Q1: 581 shares; 2026Q2: 598 shares 598 $585K 0.02% +17 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,513 shares; 2025Q4: 4,698 shares; 2026Q1: 9,848 shares; 2026Q2: 10,968 shares 10,968 $583K 0.02% +1,120 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,055 shares; 2025Q2: 1,826 shares; 2025Q3: 1,813 shares; 2025Q4: 1,826 shares; 2026Q1: 1,836 shares; 2026Q2: 1,851 shares 1,851 $582K 0.02% +15 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: 1,790 shares; 2024Q4: 1,994 shares; 2025Q1: 2,004 shares; 2025Q2: 2,728 shares; 2025Q3: 2,758 shares; 2025Q4: 3,004 shares; 2026Q1: 2,534 shares; 2026Q2: 3,134 shares 3,134 $579K 0.02% +600 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,777 shares; 2024Q4: 2,737 shares; 2025Q1: 1,260 shares; 2025Q2: 1,540 shares; 2025Q3: 1,803 shares; 2025Q4: 1,853 shares; 2026Q1: 1,869 shares; 2026Q2: 2,062 shares 2,062 $574K 0.02% +193 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 372 shares; 2025Q1: 388 shares; 2025Q2: 380 shares; 2025Q3: 401 shares; 2025Q4: 380 shares; 2026Q1: 462 shares; 2026Q2: 4,735 shares 4,735 $566K 0.02% +4,273 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 859 shares; 2025Q3: 2,020 shares; 2025Q4: 2,049 shares; 2026Q1: 2,107 shares; 2026Q2: 2,074 shares 2,074 $561K 0.02% -33 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,733 shares; 2024Q4: 4,733 shares; 2025Q1: 4,749 shares; 2025Q2: 4,653 shares; 2025Q3: 4,256 shares; 2025Q4: 4,256 shares; 2026Q1: 3,583 shares; 2026Q2: 3,583 shares 3,583 $553K 0.02% 0 Timeline FRA BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,547 shares; 2024Q4: 41,342 shares; 2025Q1: 42,540 shares; 2025Q2: 43,800 shares; 2025Q3: 45,048 shares; 2025Q4: 46,456 shares; 2026Q1: 48,010 shares; 2026Q2: 49,642 shares 49,642 $546K 0.02% +1,632 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,229 shares; 2025Q3: 1,274 shares; 2025Q4: 1,330 shares; 2026Q1: 1,349 shares; 2026Q2: 1,372 shares 1,372 $545K 0.02% +23 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,327 shares; 2024Q4: 1,400 shares; 2025Q1: 1,387 shares; 2025Q2: 1,400 shares; 2025Q3: 1,500 shares; 2025Q4: 1,593 shares; 2026Q1: 1,623 shares; 2026Q2: 1,643 shares 1,643 $543K 0.02% +20 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,627 shares; 2024Q4: 9,273 shares; 2025Q1: 9,872 shares; 2025Q2: 9,273 shares; 2025Q3: 9,273 shares; 2025Q4: 9,273 shares; 2026Q1: 9,273 shares; 2026Q2: 9,273 shares 9,273 $540K 0.02% 0 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: 3,128 shares; 2024Q4: 3,128 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares; 2025Q3: 2,033 shares; 2025Q4: 2,033 shares; 2026Q1: 2,813 shares; 2026Q2: 2,363 shares 2,363 $537K 0.02% -450 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: not reported; 2025Q2: 3,531 shares; 2025Q3: 4,321 shares; 2025Q4: 4,601 shares; 2026Q1: 4,469 shares; 2026Q2: 4,500 shares 4,500 $525K 0.02% +31 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: 2,017 shares; 2024Q4: 2,000 shares; 2025Q1: 1,978 shares; 2025Q2: 2,491 shares; 2025Q3: 2,445 shares; 2025Q4: 2,467 shares; 2026Q1: 2,342 shares; 2026Q2: 2,740 shares 2,740 $522K 0.02% +398 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: 7,121 shares; 2024Q4: 6,686 shares; 2025Q1: 4,923 shares; 2025Q2: 8,809 shares; 2025Q3: 9,714 shares; 2025Q4: 9,607 shares; 2026Q1: 11,940 shares; 2026Q2: 12,193 shares 12,193 $516K 0.02% +253 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,782 shares; 2024Q4: 5,782 shares; 2025Q1: 3,482 shares; 2025Q2: 3,482 shares; 2025Q3: 3,482 shares; 2025Q4: 3,482 shares; 2026Q1: 3,671 shares; 2026Q2: 3,671 shares 3,671 $505K 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares; 2026Q2: 1,280 shares 1,280 $504K 0.02% 0 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,414 shares; 2024Q4: 16,414 shares; 2025Q1: 16,414 shares; 2025Q2: 16,414 shares; 2025Q3: 16,414 shares; 2025Q4: 16,414 shares; 2026Q1: 16,414 shares; 2026Q2: 16,414 shares 16,414 $498K 0.02% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,306 shares; 2024Q4: 7,306 shares; 2025Q1: 7,353 shares; 2025Q2: 7,353 shares; 2025Q3: 7,353 shares; 2025Q4: 5,129 shares; 2026Q1: 5,129 shares; 2026Q2: 5,129 shares 5,129 $490K 0.02% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,604 shares; 2024Q4: 6,079 shares; 2025Q1: 6,079 shares; 2025Q2: 7,254 shares; 2025Q3: 7,254 shares; 2025Q4: 5,013 shares; 2026Q1: 5,013 shares; 2026Q2: 5,013 shares 5,013 $489K 0.02% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,610 shares; 2024Q4: 17,400 shares; 2025Q1: 17,400 shares; 2025Q2: 17,400 shares; 2025Q3: 17,432 shares; 2025Q4: 16,862 shares; 2026Q1: 16,862 shares; 2026Q2: 16,862 shares 16,862 $488K 0.02% 0 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: 3,621 shares; 2024Q4: 3,839 shares; 2025Q1: 3,922 shares; 2025Q2: 4,111 shares; 2025Q3: 4,586 shares; 2025Q4: 5,236 shares; 2026Q1: 5,073 shares; 2026Q2: 5,015 shares 5,015 $480K 0.02% -58 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,335 shares; 2024Q4: 2,244 shares; 2025Q1: 2,087 shares; 2025Q2: 1,964 shares; 2025Q3: 1,973 shares; 2025Q4: 1,982 shares; 2026Q1: 2,067 shares; 2026Q2: 2,057 shares 2,057 $479K 0.02% -10 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,269 shares; 2024Q4: 3,441 shares; 2025Q1: 4,511 shares; 2025Q2: 4,430 shares; 2025Q3: 4,112 shares; 2025Q4: 4,422 shares; 2026Q1: 4,589 shares; 2026Q2: 4,692 shares 4,692 $479K 0.02% +103 Timeline IOO 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: 3,475 shares; 2025Q4: 3,475 shares; 2026Q1: 3,475 shares; 2026Q2: 3,475 shares 3,475 $475K 0.02% 0 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 5,271 shares 5,271 $473K 0.02% new 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: 706 shares; 2024Q4: not reported; 2025Q1: 846 shares; 2025Q2: 1,290 shares; 2025Q3: 1,224 shares; 2025Q4: 1,321 shares; 2026Q1: 1,367 shares; 2026Q2: 1,385 shares 1,385 $472K 0.02% +18 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: 1,951 shares; 2024Q4: 2,114 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares; 2025Q4: 2,114 shares; 2026Q1: 2,435 shares; 2026Q2: 2,114 shares 2,114 $464K 0.02% -321 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: 4,652 shares; 2024Q4: 18,125 shares; 2025Q1: 17,948 shares; 2025Q2: 17,767 shares; 2025Q3: 17,302 shares; 2025Q4: 16,538 shares; 2026Q1: 14,381 shares; 2026Q2: 13,634 shares 13,634 $461K 0.02% -747 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,409 shares; 2024Q4: 11,409 shares; 2025Q1: 12,911 shares; 2025Q2: 19,097 shares; 2025Q3: 19,916 shares; 2025Q4: 20,642 shares; 2026Q1: 22,163 shares; 2026Q2: 21,808 shares 21,808 $451K 0.02% -355 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890,755 shares; 2024Q4: not reported; 2025Q1: 828,755 shares; 2025Q2: 818,441 shares; 2025Q3: 802,857 shares; 2025Q4: 712,284 shares; 2026Q1: not reported; 2026Q2: 18,406 shares 18,406 $446K 0.02% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,829 shares; 2024Q4: 2,317 shares; 2025Q1: 2,317 shares; 2025Q2: 2,265 shares; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares; 2026Q1: 2,210 shares; 2026Q2: 2,165 shares 2,165 $428K 0.02% -45 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: 4,954 shares; 2024Q4: 5,054 shares; 2025Q1: 5,155 shares; 2025Q2: 5,179 shares; 2025Q3: 5,467 shares; 2025Q4: 5,472 shares; 2026Q1: 5,525 shares; 2026Q2: 5,559 shares 5,559 $424K 0.02% +34 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,399 shares; 2024Q4: 32,659 shares; 2025Q1: 32,939 shares; 2025Q2: 33,262 shares; 2025Q3: 42,467 shares; 2025Q4: 41,336 shares; 2026Q1: 41,709 shares; 2026Q2: 52,022 shares 52,022 $423K 0.02% +10,313 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,700 shares; 2024Q4: 2,790 shares; 2025Q1: 1,802 shares; 2025Q2: 1,771 shares; 2025Q3: 1,783 shares; 2025Q4: 1,673 shares; 2026Q1: 1,572 shares; 2026Q2: 1,340 shares 1,340 $422K 0.02% -232 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,067 shares; 2024Q4: 4,173 shares; 2025Q1: 4,522 shares; 2025Q2: 4,580 shares; 2025Q3: 4,641 shares; 2025Q4: 4,833 shares; 2026Q1: 4,914 shares; 2026Q2: 4,981 shares 4,981 $422K 0.02% +67 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,694 shares; 2024Q4: 2,694 shares; 2025Q1: 2,694 shares; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 2,694 shares; 2026Q1: 2,719 shares; 2026Q2: 2,719 shares 2,719 $420K 0.02% 0 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: 3,520 shares; 2024Q4: 3,358 shares; 2025Q1: 3,596 shares; 2025Q2: 3,881 shares; 2025Q3: 3,884 shares; 2025Q4: 3,479 shares; 2026Q1: 3,087 shares; 2026Q2: 3,081 shares 3,081 $417K 0.02% -6 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,459 shares; 2025Q3: 1,555 shares; 2025Q4: 1,923 shares; 2026Q1: 1,952 shares; 2026Q2: 2,067 shares 2,067 $415K 0.02% +115 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,013 shares; 2024Q4: 14,013 shares; 2025Q1: 14,013 shares; 2025Q2: 14,217 shares; 2025Q3: 14,217 shares; 2025Q4: 14,217 shares; 2026Q1: 14,013 shares; 2026Q2: 13,350 shares 13,350 $407K 0.02% -663 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,935 shares; 2024Q4: 2,983 shares; 2025Q1: 2,948 shares; 2025Q2: 2,967 shares; 2025Q3: 3,244 shares; 2025Q4: 3,401 shares; 2026Q1: 3,279 shares; 2026Q2: 3,227 shares 3,227 $407K 0.02% -52 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,707 shares; 2025Q4: 4,707 shares; 2026Q1: 4,707 shares; 2026Q2: 2,707 shares 2,707 $406K 0.02% -2,000 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: 7,106 shares; 2025Q4: 2,319 shares; 2026Q1: 2,352 shares; 2026Q2: 2,395 shares 2,395 $405K 0.02% +43 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,827 shares; 2024Q4: 26,074 shares; 2025Q1: 24,774 shares; 2025Q2: 24,324 shares; 2025Q3: 23,237 shares; 2025Q4: 18,145 shares; 2026Q1: 16,594 shares; 2026Q2: 16,594 shares 16,594 $403K 0.02% 0 Timeline ETSY ETSY INC More: the full row for ETSY 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: 9,373 shares; 2026Q2: 5,305 shares 5,305 $400K 0.02% -4,068 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,198 shares; 2024Q4: 5,086 shares; 2025Q1: 2,636 shares; 2025Q2: 3,028 shares; 2025Q3: 2,596 shares; 2025Q4: 2,614 shares; 2026Q1: 3,434 shares; 2026Q2: 3,588 shares 3,588 $399K 0.02% +154 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: 834 shares; 2024Q4: 774 shares; 2025Q1: 1,332 shares; 2025Q2: 1,381 shares; 2025Q3: 1,370 shares; 2025Q4: 1,288 shares; 2026Q1: 1,314 shares; 2026Q2: 1,354 shares 1,354 $397K 0.02% +40 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: 3,444 shares; 2024Q4: 3,419 shares; 2025Q1: 3,566 shares; 2025Q2: 3,735 shares; 2025Q3: 3,609 shares; 2025Q4: 3,930 shares; 2026Q1: 4,118 shares; 2026Q2: 4,234 shares 4,234 $388K 0.02% +116 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,724 shares; 2024Q4: 1,380 shares; 2025Q1: 1,359 shares; 2025Q2: 1,305 shares; 2025Q3: 1,288 shares; 2025Q4: 1,288 shares; 2026Q1: 1,263 shares; 2026Q2: 1,248 shares 1,248 $382K 0.02% -15 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,294 shares; 2026Q2: 2,333 shares 2,333 $381K 0.02% +39 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,655 shares; 2025Q4: 5,124 shares; 2026Q1: 4,947 shares; 2026Q2: 4,580 shares 4,580 $380K 0.02% -367 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,569 shares; 2026Q1: 2,029 shares; 2026Q2: 2,156 shares 2,156 $380K 0.02% +127 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381 shares; 2024Q4: 397 shares; 2025Q1: 436 shares; 2025Q2: 533 shares; 2025Q3: 530 shares; 2025Q4: 2,517 shares; 2026Q1: 3,780 shares; 2026Q2: 3,828 shares 3,828 $380K 0.02% +48 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 870 shares 870 $375K 0.02% new Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 583 shares; 2025Q3: 583 shares; 2025Q4: 583 shares; 2026Q1: 583 shares; 2026Q2: 587 shares 587 $374K 0.02% +4 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,601 shares; 2025Q3: 1,601 shares; 2025Q4: 1,601 shares; 2026Q1: 1,601 shares; 2026Q2: 1,476 shares 1,476 $372K 0.02% -125 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,139 shares; 2024Q4: 1,593 shares; 2025Q1: 1,144 shares; 2025Q2: 1,811 shares; 2025Q3: 1,726 shares; 2025Q4: 1,648 shares; 2026Q1: 1,666 shares; 2026Q2: 1,322 shares 1,322 $360K 0.02% -344 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,538 shares; 2024Q4: 33,538 shares; 2025Q1: 33,538 shares; 2025Q2: 27,788 shares; 2025Q3: 27,788 shares; 2025Q4: 27,788 shares; 2026Q1: 27,788 shares; 2026Q2: 27,788 shares 27,788 $358K 0.02% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,943 shares; 2026Q1: 3,317 shares; 2026Q2: 3,740 shares 3,740 $356K 0.02% +423 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,573 shares; 2025Q4: 1,528 shares; 2026Q1: 1,963 shares; 2026Q2: 2,059 shares 2,059 $350K 0.01% +96 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: 683 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 852 shares; 2025Q3: 895 shares; 2025Q4: 919 shares; 2026Q1: 949 shares; 2026Q2: 986 shares 986 $349K 0.01% +37 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,214 shares; 2025Q3: 7,200 shares; 2025Q4: 7,000 shares; 2026Q1: 7,221 shares; 2026Q2: 7,262 shares 7,262 $349K 0.01% +41 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,738 shares; 2025Q3: 3,159 shares; 2025Q4: 3,049 shares; 2026Q1: 3,221 shares; 2026Q2: 3,341 shares 3,341 $347K 0.01% +120 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: 5,044 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,465 shares; 2025Q3: 4,855 shares; 2025Q4: 4,538 shares; 2026Q1: 4,949 shares; 2026Q2: 4,789 shares 4,789 $346K 0.01% -160 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,843 shares; 2024Q4: 21,277 shares; 2025Q1: 22,373 shares; 2025Q2: 22,173 shares; 2025Q3: 21,380 shares; 2025Q4: 15,170 shares; 2026Q1: 15,065 shares; 2026Q2: 13,490 shares 13,490 $343K 0.01% -1,575 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,040 shares; 2025Q4: 2,041 shares; 2026Q1: 2,083 shares; 2026Q2: 2,112 shares 2,112 $342K 0.01% +29 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,381 shares; 2025Q2: 12,381 shares; 2025Q3: 12,381 shares; 2025Q4: 12,381 shares; 2026Q1: 12,381 shares; 2026Q2: 12,381 shares 12,381 $338K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,315 shares; 2025Q4: 2,526 shares; 2026Q1: 2,645 shares; 2026Q2: 2,664 shares 2,664 $337K 0.01% +19 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: 605 shares; 2025Q3: 457 shares; 2025Q4: 431 shares; 2026Q1: 441 shares; 2026Q2: 403 shares 403 $334K 0.01% -38 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,574 shares; 2026Q2: 1,731 shares 1,731 $328K 0.01% +157 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,251 shares; 2024Q4: 3,421 shares; 2025Q1: 3,607 shares; 2025Q2: 2,865 shares; 2025Q3: 3,622 shares; 2025Q4: 3,760 shares; 2026Q1: 3,934 shares; 2026Q2: 4,231 shares 4,231 $328K 0.01% +297 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: 1,464 shares 1,464 $328K 0.01% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,559 shares; 2025Q4: 1,547 shares; 2026Q1: 1,457 shares; 2026Q2: 1,450 shares 1,450 $327K 0.01% -7 Timeline FNDC 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: 5,300 shares; 2024Q4: not reported; 2025Q1: 6,684 shares; 2025Q2: 6,684 shares; 2025Q3: 6,684 shares; 2025Q4: 6,684 shares; 2026Q1: 6,684 shares; 2026Q2: 6,684 shares 6,684 $325K 0.01% 0 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: 1,468 shares 1,468 $324K 0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,815 shares; 2024Q4: 11,442 shares; 2025Q1: 11,442 shares; 2025Q2: 11,442 shares; 2025Q3: 11,099 shares; 2025Q4: 10,756 shares; 2026Q1: 9,787 shares; 2026Q2: 9,045 shares 9,045 $315K 0.01% -742 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: 1,826 shares; 2024Q4: 1,826 shares; 2025Q1: 1,826 shares; 2025Q2: 1,826 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares; 2026Q1: 1,826 shares; 2026Q2: 1,922 shares 1,922 $315K 0.01% +96 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,100 shares; 2026Q2: 4,100 shares 4,100 $311K 0.01% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,857 shares; 2024Q4: 8,857 shares; 2025Q1: 8,276 shares; 2025Q2: 8,176 shares; 2025Q3: 6,289 shares; 2025Q4: 5,749 shares; 2026Q1: 5,749 shares; 2026Q2: 5,749 shares 5,749 $309K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 796 shares; 2025Q3: 716 shares; 2025Q4: not reported; 2026Q1: 663 shares; 2026Q2: 715 shares 715 $305K 0.01% +52 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: 1,024 shares; 2024Q4: 1,264 shares; 2025Q1: 1,059 shares; 2025Q2: 937 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 937 shares; 2026Q2: 3,747 shares 3,747 $302K 0.01% +2,810 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,697 shares; 2024Q4: not reported; 2025Q1: 1,684 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,301 shares; 2026Q2: 1,314 shares 1,314 $302K 0.01% +13 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,122 shares; 2025Q3: 1,893 shares; 2025Q4: 1,445 shares; 2026Q1: 1,478 shares; 2026Q2: 1,390 shares 1,390 $301K 0.01% -88 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,602 shares; 2025Q3: 2,929 shares; 2025Q4: 2,994 shares; 2026Q1: 3,083 shares; 2026Q2: 3,252 shares 3,252 $298K 0.01% +169 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,821 shares 1,821 $298K 0.01% +21 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,778 shares; 2024Q4: 2,855 shares; 2025Q1: 2,998 shares; 2025Q2: 3,354 shares; 2025Q3: 3,804 shares; 2025Q4: 3,793 shares; 2026Q1: 2,334 shares; 2026Q2: 1,897 shares 1,897 $297K 0.01% -437 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: not reported; 2025Q1: not reported; 2025Q2: 660 shares; 2025Q3: 617 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 783 shares 783 $294K 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,149 shares; 2026Q2: 3,525 shares 3,525 $294K 0.01% +376 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 411 shares; 2026Q1: not reported; 2026Q2: 761 shares 761 $293K 0.01% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,168 shares; 2024Q4: 4,256 shares; 2025Q1: 4,184 shares; 2025Q2: 4,228 shares; 2025Q3: 4,261 shares; 2025Q4: 4,182 shares; 2026Q1: 4,242 shares; 2026Q2: 4,273 shares 4,273 $290K 0.01% +31 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,547 shares 8,547 $289K 0.01% new 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: 3,154 shares; 2024Q4: 9,384 shares; 2025Q1: 12,228 shares; 2025Q2: 12,050 shares; 2025Q3: 9,614 shares; 2025Q4: 9,002 shares; 2026Q1: 9,074 shares; 2026Q2: 9,074 shares 9,074 $288K 0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,690 shares; 2024Q4: 2,607 shares; 2025Q1: 2,607 shares; 2025Q2: 2,607 shares; 2025Q3: 2,607 shares; 2025Q4: 2,607 shares; 2026Q1: 2,607 shares; 2026Q2: 2,607 shares 2,607 $287K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,484 shares; 2025Q3: not reported; 2025Q4: 3,584 shares; 2026Q1: 3,743 shares; 2026Q2: 3,822 shares 3,822 $284K 0.01% +79 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,270 shares; 2025Q4: 2,503 shares; 2026Q1: 2,184 shares; 2026Q2: 2,237 shares 2,237 $283K 0.01% +53 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $280K 0.01% 0 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,286 shares; 2024Q4: 22,794 shares; 2025Q1: 19,835 shares; 2025Q2: 17,490 shares; 2025Q3: 17,613 shares; 2025Q4: 15,584 shares; 2026Q1: 11,504 shares; 2026Q2: 10,960 shares 10,960 $279K 0.01% -544 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,019 shares; 2025Q4: 1,034 shares; 2026Q1: 1,085 shares; 2026Q2: 1,129 shares 1,129 $278K 0.01% +44 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,102 shares; 2025Q3: 8,371 shares; 2025Q4: 8,179 shares; 2026Q1: 8,498 shares; 2026Q2: 8,650 shares 8,650 $277K 0.01% +152 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 571 shares; 2025Q3: 682 shares; 2025Q4: 604 shares; 2026Q1: 616 shares; 2026Q2: 594 shares 594 $273K 0.01% -22 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 466 shares; 2025Q3: not reported; 2025Q4: 465 shares; 2026Q1: 529 shares; 2026Q2: 547 shares 547 $272K 0.01% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 879 shares; 2026Q1: 868 shares; 2026Q2: 860 shares 860 $269K 0.01% -8 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: 4,275 shares; 2026Q1: 4,291 shares; 2026Q2: 4,460 shares 4,460 $268K 0.01% +169 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: 2,310 shares; 2024Q4: 2,273 shares; 2025Q1: 2,229 shares; 2025Q2: 2,506 shares; 2025Q3: 1,954 shares; 2025Q4: 2,299 shares; 2026Q1: 1,677 shares; 2026Q2: 2,128 shares 2,128 $265K 0.01% +451 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,288 shares; 2024Q4: 14,288 shares; 2025Q1: 14,288 shares; 2025Q2: 14,288 shares; 2025Q3: 12,648 shares; 2025Q4: 12,648 shares; 2026Q1: 12,648 shares; 2026Q2: 12,731 shares 12,731 $263K 0.01% +83 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,704 shares; 2026Q1: 1,715 shares; 2026Q2: 1,799 shares 1,799 $263K 0.01% +84 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: not reported; 2025Q4: 327 shares; 2026Q1: not reported; 2026Q2: 509 shares 509 $262K 0.01% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,686 shares; 2024Q4: 1,737 shares; 2025Q1: 1,737 shares; 2025Q2: 1,227 shares; 2025Q3: 1,110 shares; 2025Q4: 753 shares; 2026Q1: 775 shares; 2026Q2: 753 shares 753 $259K 0.01% -22 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 974 shares; 2026Q2: 1,010 shares 1,010 $258K 0.01% +36 Timeline ASST STRIVE INC More: the full row for STRIVE 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: 73,766 shares; 2026Q2: 23,469 shares 23,469 $256K 0.01% -50,297 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,700 shares; 2024Q4: 13,700 shares; 2025Q1: 13,726 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares; 2026Q1: 10,710 shares; 2026Q2: 10,723 shares 10,723 $254K 0.01% +13 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 471 shares; 2025Q4: 488 shares; 2026Q1: 527 shares; 2026Q2: 561 shares 561 $254K 0.01% +34 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,342 shares; 2026Q2: 2,343 shares 2,343 $252K 0.01% +1 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 563 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 405 shares; 2026Q2: 391 shares 391 $252K 0.01% -14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,999 shares; 2025Q4: 7,999 shares; 2026Q1: 7,999 shares; 2026Q2: 7,999 shares 7,999 $249K 0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,640 shares; 2026Q1: 4,640 shares; 2026Q2: 4,640 shares 4,640 $247K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 503 shares 503 $247K 0.01% new Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,262 shares; 2024Q4: 22,269 shares; 2025Q1: 20,432 shares; 2025Q2: 18,088 shares; 2025Q3: 16,404 shares; 2025Q4: 12,693 shares; 2026Q1: 12,592 shares; 2026Q2: 9,620 shares 9,620 $246K 0.01% -2,972 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 178 shares 178 $246K 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,069 shares; 2025Q3: 2,131 shares; 2025Q4: 1,797 shares; 2026Q1: not reported; 2026Q2: 2,497 shares 2,497 $246K 0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 503 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 499 shares 499 $245K 0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,076 shares 1,076 $244K 0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 1,794 shares; 2025Q4: 1,805 shares; 2026Q1: 1,660 shares; 2026Q2: 1,663 shares 1,663 $243K 0.01% +3 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: 3,798 shares; 2024Q4: not reported; 2025Q1: 3,311 shares; 2025Q2: 3,181 shares; 2025Q3: 3,447 shares; 2025Q4: 4,062 shares; 2026Q1: 3,676 shares; 2026Q2: 2,331 shares 2,331 $241K 0.01% -1,345 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: not reported; 2024Q4: not reported; 2025Q1: 3,323 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,804 shares; 2026Q1: 4,114 shares; 2026Q2: 4,166 shares 4,166 $240K 0.01% +52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,399 shares; 2025Q4: 1,454 shares; 2026Q1: 1,481 shares; 2026Q2: 1,499 shares 1,499 $240K 0.01% +18 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257 shares; 2024Q4: 291 shares; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: not reported; 2025Q4: 382 shares; 2026Q1: 391 shares; 2026Q2: 384 shares 384 $239K 0.01% -7 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,056 shares; 2024Q4: 2,123 shares; 2025Q1: 2,154 shares; 2025Q2: 2,134 shares; 2025Q3: 2,064 shares; 2025Q4: 2,228 shares; 2026Q1: 2,096 shares; 2026Q2: 2,082 shares 2,082 $238K 0.01% -14 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,398 shares; 2024Q4: 1,071 shares; 2025Q1: 1,086 shares; 2025Q2: 1,207 shares; 2025Q3: 1,527 shares; 2025Q4: 1,482 shares; 2026Q1: 1,662 shares; 2026Q2: 1,421 shares 1,421 $238K 0.01% -241 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: 800 shares 800 $238K 0.01% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,523 shares; 2025Q4: 1,523 shares; 2026Q1: 1,523 shares; 2026Q2: 1,488 shares 1,488 $234K 0.01% -35 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,507 shares; 2024Q4: 2,905 shares; 2025Q1: 3,302 shares; 2025Q2: 6,055 shares; 2025Q3: 5,147 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,785 shares 4,785 $229K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 691 shares 691 $228K 0.01% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,215 shares; 2024Q4: 5,215 shares; 2025Q1: 5,215 shares; 2025Q2: 5,215 shares; 2025Q3: 5,215 shares; 2025Q4: 5,215 shares; 2026Q1: not reported; 2026Q2: 4,616 shares 4,616 $228K 0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 262 shares 262 $225K 0.01% new Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,413 shares; 2025Q4: 4,557 shares; 2026Q1: 4,639 shares; 2026Q2: 4,566 shares 4,566 $224K 0.01% -73 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,571 shares; 2025Q4: 1,571 shares; 2026Q1: not reported; 2026Q2: 1,571 shares 1,571 $223K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,058 shares; 2026Q2: 6,058 shares 6,058 $223K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC 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: 813 shares; 2026Q2: 824 shares 824 $222K 0.01% +11 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 574 shares 574 $221K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 406 shares; 2025Q3: 426 shares; 2025Q4: 439 shares; 2026Q1: 450 shares; 2026Q2: 432 shares 432 $220K 0.01% -18 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,097 shares 1,097 $219K 0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,393 shares 4,393 $218K 0.01% new Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,904 shares; 2026Q2: 2,917 shares 2,917 $215K 0.01% +13 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,634 shares 1,634 $213K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,255 shares; 2025Q4: 1,274 shares; 2026Q1: 1,355 shares; 2026Q2: 1,265 shares 1,265 $213K 0.01% -90 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,181 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,508 shares 3,508 $212K 0.01% new Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,720 shares; 2026Q1: 4,720 shares; 2026Q2: 4,720 shares 4,720 $212K 0.01% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER 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: 1,073 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 540 shares 540 $211K 0.01% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,120 shares 3,120 $211K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,244 shares; 2024Q4: 5,188 shares; 2025Q1: 5,211 shares; 2025Q2: 3,495 shares; 2025Q3: 3,634 shares; 2025Q4: 3,732 shares; 2026Q1: 3,985 shares; 2026Q2: 3,285 shares 3,285 $210K 0.01% -700 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY 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: 4,699 shares; 2026Q2: 4,772 shares 4,772 $210K 0.01% +73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,530 shares 1,530 $209K 0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,433 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,427 shares; 2026Q1: 3,439 shares; 2026Q2: 3,652 shares 3,652 $209K 0.01% +213 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,064 shares; 2025Q4: not reported; 2026Q1: 1,202 shares; 2026Q2: 1,275 shares 1,275 $209K 0.01% +73 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,351 shares 1,351 $208K 0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,385 shares; 2026Q2: 2,623 shares 2,623 $204K 0.01% +238 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,133 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,719 shares 1,719 $204K 0.01% new Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET 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: 252 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 257 shares 257 $203K 0.01% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,566 shares 8,566 $202K 0.01% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,029 shares; 2026Q2: 6,198 shares 6,198 $202K 0.01% +169 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,556 shares; 2026Q1: 11,595 shares; 2026Q2: 13,446 shares 13,446 $186K 0.01% +1,851 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,923 shares; 2024Q4: 25,366 shares; 2025Q1: 24,775 shares; 2025Q2: 12,131 shares; 2025Q3: 13,331 shares; 2025Q4: 10,013 shares; 2026Q1: 10,248 shares; 2026Q2: 10,505 shares 10,505 $146K 0.01% +257 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 12,796 shares; 2026Q1: 14,137 shares; 2026Q2: 15,229 shares 15,229 $146K 0.01% +1,092 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,049 shares; 2025Q4: 10,921 shares; 2026Q1: 11,332 shares; 2026Q2: 13,281 shares 13,281 $77.4K <0.01% +1,949 Timeline WIT WIPRO LTD More: the full row for WIPRO 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: not reported; 2026Q2: 14,514 shares 14,514 $32.7K <0.01% new Timeline