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: 663,017 shares; 2024Q4: 2,749,443 shares; 2025Q1: 2,869,487 shares; 2025Q2: 2,959,493 shares; 2025Q3: 2,909,284 shares; 2025Q4: 2,853,067 shares; 2026Q1: 2,899,431 shares; 2026Q2: 2,937,132 shares 2,937,132 $99.4M 15.39% +37,701 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: 765,983 shares; 2024Q4: 2,374,585 shares; 2025Q1: 2,484,443 shares; 2025Q2: 2,545,750 shares; 2025Q3: 2,683,753 shares; 2025Q4: 2,593,226 shares; 2026Q1: 2,614,587 shares; 2026Q2: 2,665,380 shares 2,665,380 $77.2M 11.96% +50,793 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385,892 shares; 2024Q4: 393,301 shares; 2025Q1: 397,134 shares; 2025Q2: 399,164 shares; 2025Q3: 417,133 shares; 2025Q4: 461,639 shares; 2026Q1: 465,781 shares; 2026Q2: 458,378 shares 458,378 $45.4M 7.03% -7,403 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472,992 shares; 2024Q4: 487,382 shares; 2025Q1: 507,542 shares; 2025Q2: 500,782 shares; 2025Q3: 434,856 shares; 2025Q4: 470,694 shares; 2026Q1: 481,853 shares; 2026Q2: 487,176 shares 487,176 $44.4M 6.88% +5,323 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405,115 shares; 2026Q1: 470,141 shares; 2026Q2: 483,677 shares 483,677 $43.1M 6.68% +13,536 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: 245,622 shares; 2024Q4: 253,112 shares; 2025Q1: 259,316 shares; 2025Q2: 273,334 shares; 2025Q3: 300,446 shares; 2025Q4: 254,895 shares; 2026Q1: 256,060 shares; 2026Q2: 255,742 shares 255,742 $41.8M 6.48% -318 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: 535,925 shares; 2024Q4: 544,345 shares; 2025Q1: 555,757 shares; 2025Q2: 573,454 shares; 2025Q3: 594,516 shares; 2025Q4: 426,284 shares; 2026Q1: 414,367 shares; 2026Q2: 418,414 shares 418,414 $31.7M 4.91% +4,047 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: 55,101 shares; 2024Q4: 54,379 shares; 2025Q1: 55,515 shares; 2025Q2: 57,533 shares; 2025Q3: 57,468 shares; 2025Q4: 52,178 shares; 2026Q1: 52,955 shares; 2026Q2: 53,791 shares 53,791 $19.9M 3.08% +836 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,715 shares; 2026Q2: 330,104 shares 330,104 $17M 2.63% +325,389 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: 169,520 shares; 2024Q4: 490,338 shares; 2025Q1: 473,385 shares; 2025Q2: 473,201 shares; 2025Q3: 472,756 shares; 2025Q4: 436,844 shares; 2026Q1: 436,471 shares; 2026Q2: 437,276 shares 437,276 $13.9M 2.15% +805 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: 1,388 shares; 2024Q4: 2,859 shares; 2025Q1: 1,566 shares; 2025Q2: 4,133 shares; 2025Q3: 14,109 shares; 2025Q4: 17,380 shares; 2026Q1: 18,476 shares; 2026Q2: 18,874 shares 18,874 $12.4M 1.92% +398 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: 41,263 shares; 2024Q4: 42,614 shares; 2025Q1: 47,328 shares; 2025Q2: 49,470 shares; 2025Q3: 52,055 shares; 2025Q4: 53,432 shares; 2026Q1: 54,128 shares; 2026Q2: 54,201 shares 54,201 $10.8M 1.68% +73 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: 31,438 shares; 2024Q4: 31,151 shares; 2025Q1: 31,884 shares; 2025Q2: 31,627 shares; 2025Q3: 31,878 shares; 2025Q4: 32,087 shares; 2026Q1: 31,737 shares; 2026Q2: 31,984 shares 31,984 $9.25M 1.43% +247 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,262 shares; 2025Q4: 40,793 shares; 2026Q1: 44,261 shares; 2026Q2: 48,495 shares 48,495 $7.83M 1.21% +4,234 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,083 shares; 2024Q4: 66,420 shares; 2025Q1: 67,868 shares; 2025Q2: 67,419 shares; 2025Q3: 72,798 shares; 2025Q4: 74,929 shares; 2026Q1: 77,349 shares; 2026Q2: 72,042 shares 72,042 $7.75M 1.2% -5,307 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: 10,835 shares; 2024Q4: 10,653 shares; 2025Q1: 3,893 shares; 2025Q2: 3,428 shares; 2025Q3: 3,354 shares; 2025Q4: 3,600 shares; 2026Q1: 6,875 shares; 2026Q2: 6,554 shares 6,554 $6.98M 1.08% -321 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: 7,290 shares; 2024Q4: 8,132 shares; 2025Q1: 8,632 shares; 2025Q2: 9,441 shares; 2025Q3: 8,282 shares; 2025Q4: 8,650 shares; 2026Q1: 8,563 shares; 2026Q2: 8,552 shares 8,552 $6.39M 0.99% -11 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: 143,882 shares; 2024Q4: 155,565 shares; 2025Q1: 160,719 shares; 2025Q2: 161,857 shares; 2025Q3: 127,714 shares; 2025Q4: 47,477 shares; 2026Q1: 40,794 shares; 2026Q2: 39,253 shares 39,253 $5.82M 0.9% -1,541 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: 8,267 shares; 2024Q4: 8,637 shares; 2025Q1: 8,834 shares; 2025Q2: 8,845 shares; 2025Q3: 8,795 shares; 2025Q4: 8,706 shares; 2026Q1: 8,010 shares; 2026Q2: 7,360 shares 7,360 $5.06M 0.78% -650 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: 10,616 shares; 2024Q4: 10,586 shares; 2025Q1: 10,350 shares; 2025Q2: 10,649 shares; 2025Q3: 10,123 shares; 2025Q4: 9,946 shares; 2026Q1: 9,799 shares; 2026Q2: 9,679 shares 9,679 $4.84M 0.75% -120 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: 5,157 shares; 2024Q4: 10,410 shares; 2025Q1: 34,636 shares; 2025Q2: 38,544 shares; 2025Q3: 39,373 shares; 2025Q4: 36,235 shares; 2026Q1: 33,633 shares; 2026Q2: 32,751 shares 32,751 $3.71M 0.57% -882 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,655 shares; 2024Q4: 39,085 shares; 2025Q1: 36,343 shares; 2025Q2: 35,412 shares; 2025Q3: 36,697 shares; 2025Q4: 33,938 shares; 2026Q1: 33,049 shares; 2026Q2: 31,197 shares 31,197 $3.66M 0.57% -1,852 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: 8,565 shares; 2024Q4: 8,878 shares; 2025Q1: 8,692 shares; 2025Q2: 9,336 shares; 2025Q3: 9,886 shares; 2025Q4: 9,961 shares; 2026Q1: 10,388 shares; 2026Q2: 9,638 shares 9,638 $3.6M 0.56% -750 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,859 shares; 2024Q4: 21,868 shares; 2025Q1: 21,936 shares; 2025Q2: 22,551 shares; 2025Q3: 22,616 shares; 2025Q4: 20,349 shares; 2026Q1: 19,343 shares; 2026Q2: 18,238 shares 18,238 $3.38M 0.52% -1,105 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: 7,438 shares; 2024Q4: 7,331 shares; 2025Q1: 7,418 shares; 2025Q2: 7,545 shares; 2025Q3: 7,618 shares; 2025Q4: 6,842 shares; 2026Q1: 6,669 shares; 2026Q2: 6,369 shares 6,369 $3.31M 0.51% -300 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,108 shares; 2024Q4: 10,996 shares; 2025Q1: 10,777 shares; 2025Q2: 10,867 shares; 2025Q3: 10,979 shares; 2025Q4: 10,091 shares; 2026Q1: 9,948 shares; 2026Q2: 9,482 shares 9,482 $3.26M 0.51% -466 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: 10,806 shares; 2024Q4: 11,399 shares; 2025Q1: 12,481 shares; 2025Q2: 12,172 shares; 2025Q3: 13,325 shares; 2025Q4: 13,808 shares; 2026Q1: 13,826 shares; 2026Q2: 13,465 shares 13,465 $3.21M 0.5% -361 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,819 shares; 2024Q4: 23,934 shares; 2025Q1: 23,247 shares; 2025Q2: 20,989 shares; 2025Q3: 21,970 shares; 2025Q4: 20,116 shares; 2026Q1: 19,467 shares; 2026Q2: 18,181 shares 18,181 $3.13M 0.49% -1,286 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: 47,839 shares; 2024Q4: 46,391 shares; 2025Q1: 43,886 shares; 2025Q2: 45,753 shares; 2025Q3: 45,104 shares; 2025Q4: 41,023 shares; 2026Q1: 38,694 shares; 2026Q2: 34,846 shares 34,846 $3.06M 0.47% -3,848 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: 6,063 shares; 2024Q4: 6,307 shares; 2025Q1: 6,439 shares; 2025Q2: 7,288 shares; 2025Q3: 7,738 shares; 2025Q4: 8,028 shares; 2026Q1: 8,403 shares; 2026Q2: 8,498 shares 8,498 $3.04M 0.47% +95 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,192 shares; 2024Q4: 9,292 shares; 2025Q1: 11,676 shares; 2025Q2: 12,464 shares; 2025Q3: 12,560 shares; 2025Q4: 11,327 shares; 2026Q1: 10,703 shares; 2026Q2: 10,038 shares 10,038 $3.03M 0.47% -665 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,440 shares; 2024Q4: 21,786 shares; 2025Q1: 20,099 shares; 2025Q2: 19,252 shares; 2025Q3: 19,527 shares; 2025Q4: 18,401 shares; 2026Q1: 18,413 shares; 2026Q2: 17,779 shares 17,779 $3.02M 0.47% -634 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,411 shares; 2025Q3: 2,482 shares; 2025Q4: 2,119 shares; 2026Q1: 2,163 shares; 2026Q2: 2,098 shares 2,098 $2.85M 0.44% -65 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,640 shares; 2025Q3: 20,640 shares; 2025Q4: 20,640 shares; 2026Q1: 20,640 shares; 2026Q2: 20,640 shares 20,640 $2.84M 0.44% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,291 shares; 2024Q4: 13,293 shares; 2025Q1: 13,417 shares; 2025Q2: 13,861 shares; 2025Q3: 14,823 shares; 2025Q4: 13,707 shares; 2026Q1: 13,099 shares; 2026Q2: 12,418 shares 12,418 $2.74M 0.42% -681 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: 31,492 shares; 2024Q4: 30,020 shares; 2025Q1: 32,789 shares; 2025Q2: 68,356 shares; 2025Q3: 67,698 shares; 2025Q4: 59,737 shares; 2026Q1: 58,786 shares; 2026Q2: 55,100 shares 55,100 $2.65M 0.41% -3,686 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,635 shares; 2025Q1: 2,013 shares; 2025Q2: 4,312 shares; 2025Q3: 5,703 shares; 2025Q4: 7,040 shares; 2026Q1: 6,541 shares; 2026Q2: 6,764 shares 6,764 $2.56M 0.4% +223 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,658 shares; 2024Q4: 74,624 shares; 2025Q1: 76,704 shares; 2025Q2: 77,814 shares; 2025Q3: 98,458 shares; 2025Q4: 97,452 shares; 2026Q1: 103,010 shares; 2026Q2: 102,794 shares 102,794 $2.5M 0.39% -216 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: 12,973 shares; 2024Q4: 12,963 shares; 2025Q1: 12,800 shares; 2025Q2: 12,738 shares; 2025Q3: 13,002 shares; 2025Q4: 11,804 shares; 2026Q1: 11,155 shares; 2026Q2: 10,999 shares 10,999 $2.46M 0.38% -156 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,098 shares; 2026Q1: 1,798 shares; 2026Q2: 2,006 shares 2,006 $2.32M 0.36% +208 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: 20,746 shares; 2024Q4: 20,745 shares; 2025Q1: 20,745 shares; 2025Q2: 20,745 shares; 2025Q3: 20,745 shares; 2025Q4: 20,721 shares; 2026Q1: 20,721 shares; 2026Q2: 20,721 shares 20,721 $2.28M 0.35% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,004 shares; 2026Q2: 7,886 shares 7,886 $2.2M 0.34% -118 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: 690 shares; 2025Q4: 1,412 shares; 2026Q1: 8,312 shares; 2026Q2: 7,847 shares 7,847 $2.12M 0.33% -465 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,626 shares; 2024Q4: 41,973 shares; 2025Q1: 35,801 shares; 2025Q2: 33,810 shares; 2025Q3: 35,984 shares; 2025Q4: 34,212 shares; 2026Q1: 36,974 shares; 2026Q2: 32,531 shares 32,531 $2.09M 0.32% -4,443 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,264 shares; 2024Q4: 1,604 shares; 2025Q1: 1,619 shares; 2025Q2: 1,892 shares; 2025Q3: 2,439 shares; 2025Q4: 2,801 shares; 2026Q1: 2,512 shares; 2026Q2: 2,640 shares 2,640 $2.01M 0.31% +128 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 9,023 shares 9,023 $2.01M 0.31% new 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: 25,220 shares; 2024Q4: 25,400 shares; 2025Q1: 27,042 shares; 2025Q2: 25,117 shares; 2025Q3: 26,051 shares; 2025Q4: 24,184 shares; 2026Q1: 23,004 shares; 2026Q2: 21,360 shares 21,360 $1.94M 0.3% -1,644 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: 4,304 shares; 2024Q4: 4,228 shares; 2025Q1: 3,762 shares; 2025Q2: 3,876 shares; 2025Q3: 4,060 shares; 2025Q4: 4,242 shares; 2026Q1: 4,418 shares; 2026Q2: 4,510 shares 4,510 $1.9M 0.29% +92 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: 4,407 shares; 2024Q4: 2,675 shares; 2025Q1: 2,489 shares; 2025Q2: 2,430 shares; 2025Q3: 2,579 shares; 2025Q4: 2,651 shares; 2026Q1: 2,690 shares; 2026Q2: 3,235 shares 3,235 $1.88M 0.29% +545 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,898 shares 6,898 $1.87M 0.29% new 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: 3,392 shares; 2024Q4: 3,545 shares; 2025Q1: 3,459 shares; 2025Q2: 5,416 shares; 2025Q3: 5,623 shares; 2025Q4: 5,699 shares; 2026Q1: 5,683 shares; 2026Q2: 5,533 shares 5,533 $1.81M 0.28% -150 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,907 shares; 2024Q4: 5,971 shares; 2025Q1: 6,076 shares; 2025Q2: 6,146 shares; 2025Q3: 6,243 shares; 2025Q4: 5,631 shares; 2026Q1: 5,582 shares; 2026Q2: 5,269 shares 5,269 $1.78M 0.28% -313 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: 7,329 shares; 2025Q1: 9,329 shares; 2025Q2: 10,826 shares; 2025Q3: 12,486 shares; 2025Q4: 13,076 shares; 2026Q1: 13,223 shares; 2026Q2: 14,231 shares 14,231 $1.66M 0.26% +1,008 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,345 shares; 2024Q4: 18,215 shares; 2025Q1: 17,565 shares; 2025Q2: 18,933 shares; 2025Q3: 23,248 shares; 2025Q4: 30,080 shares; 2026Q1: 30,665 shares; 2026Q2: 32,360 shares 32,360 $1.63M 0.25% +1,695 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,560 shares 6,560 $1.57M 0.24% new 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: 18,551 shares; 2024Q4: 18,631 shares; 2025Q1: 19,113 shares; 2025Q2: 19,023 shares; 2025Q3: 6,359 shares; 2025Q4: 5,897 shares; 2026Q1: 5,794 shares; 2026Q2: 5,382 shares 5,382 $1.35M 0.21% -412 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,242 shares; 2024Q4: 2,258 shares; 2025Q1: 2,320 shares; 2025Q2: 2,416 shares; 2025Q3: 2,416 shares; 2025Q4: 2,416 shares; 2026Q1: 2,485 shares; 2026Q2: 2,568 shares 2,568 $1.23M 0.19% +83 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,192 shares; 2024Q4: 19,064 shares; 2025Q1: 18,427 shares; 2025Q2: 18,437 shares; 2025Q3: 18,422 shares; 2025Q4: 15,251 shares; 2026Q1: 15,940 shares; 2026Q2: 15,663 shares 15,663 $1.15M 0.18% -277 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,895 shares; 2024Q4: 1,980 shares; 2025Q1: 2,003 shares; 2025Q2: 1,991 shares; 2025Q3: 2,113 shares; 2025Q4: 2,059 shares; 2026Q1: 2,302 shares; 2026Q2: 2,028 shares 2,028 $1.14M 0.18% -274 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: 2,237 shares; 2024Q4: 2,279 shares; 2025Q1: 2,615 shares; 2025Q2: 2,629 shares; 2025Q3: 2,930 shares; 2025Q4: 3,097 shares; 2026Q1: 3,069 shares; 2026Q2: 3,202 shares 3,202 $1.13M 0.18% +133 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: 4,199 shares; 2024Q4: 4,400 shares; 2025Q1: 4,515 shares; 2025Q2: 4,515 shares; 2025Q3: 4,516 shares; 2025Q4: 4,517 shares; 2026Q1: 4,517 shares; 2026Q2: 4,518 shares 4,518 $1.07M 0.17% +1 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: 765 shares; 2024Q4: 685 shares; 2025Q1: 728 shares; 2025Q2: 799 shares; 2025Q3: 755 shares; 2025Q4: 763 shares; 2026Q1: 781 shares; 2026Q2: 844 shares 844 $1.01M 0.16% +63 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: 4,755 shares; 2024Q4: 5,127 shares; 2025Q1: 5,131 shares; 2025Q2: 5,783 shares; 2025Q3: 5,838 shares; 2025Q4: 5,571 shares; 2026Q1: 5,534 shares; 2026Q2: 5,962 shares 5,962 $1M 0.15% +428 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,225 shares; 2024Q4: 11,570 shares; 2025Q1: 10,586 shares; 2025Q2: 10,110 shares; 2025Q3: 7,895 shares; 2025Q4: 6,935 shares; 2026Q1: 6,396 shares; 2026Q2: 6,154 shares 6,154 $976K 0.15% -242 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: 7,272 shares; 2024Q4: 7,314 shares; 2025Q1: 7,257 shares; 2025Q2: 7,324 shares; 2025Q3: 7,340 shares; 2025Q4: 6,776 shares; 2026Q1: 6,423 shares; 2026Q2: 2,384 shares 2,384 $971K 0.15% -4,039 Timeline HYMB 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: 30,663 shares; 2024Q4: 30,185 shares; 2025Q1: 26,587 shares; 2025Q2: 22,100 shares; 2025Q3: 41,230 shares; 2025Q4: 40,838 shares; 2026Q1: 36,068 shares; 2026Q2: 35,136 shares 35,136 $894K 0.14% -932 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,226 shares; 2024Q4: 10,227 shares; 2025Q1: 10,226 shares; 2025Q2: 10,192 shares; 2025Q3: 10,192 shares; 2025Q4: 10,192 shares; 2026Q1: 10,192 shares; 2026Q2: 10,192 shares 10,192 $883K 0.14% 0 Timeline SPHB 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: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $856K 0.13% 0 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: 6,518 shares; 2024Q4: 6,518 shares; 2025Q1: 6,518 shares; 2025Q2: 6,518 shares; 2025Q3: 6,518 shares; 2025Q4: 6,518 shares; 2026Q1: 6,203 shares; 2026Q2: 6,203 shares 6,203 $847K 0.13% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 516 shares; 2026Q1: 661 shares; 2026Q2: 719 shares 719 $845K 0.13% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 430 shares; 2026Q1: 603 shares; 2026Q2: 1,095 shares 1,095 $807K 0.12% +492 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: 3,828 shares; 2024Q4: 4,073 shares; 2025Q1: 2,787 shares; 2025Q2: 2,720 shares; 2025Q3: 2,868 shares; 2025Q4: 3,023 shares; 2026Q1: 3,103 shares; 2026Q2: 3,070 shares 3,070 $780K 0.12% -33 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: 5,407 shares; 2024Q4: 5,421 shares; 2025Q1: 5,430 shares; 2025Q2: 5,430 shares; 2025Q3: 5,430 shares; 2025Q4: 3,589 shares; 2026Q1: 3,554 shares; 2026Q2: 3,555 shares 3,555 $756K 0.12% +1 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: 15,470 shares; 2024Q4: 39,015 shares; 2025Q1: 33,165 shares; 2025Q2: 34,090 shares; 2025Q3: 36,410 shares; 2025Q4: 36,795 shares; 2026Q1: 31,305 shares; 2026Q2: 20,769 shares 20,769 $646K 0.1% -10,536 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: 1,126 shares; 2024Q4: 1,102 shares; 2025Q1: 1,171 shares; 2025Q2: 1,176 shares; 2025Q3: 242 shares; 2025Q4: 281 shares; 2026Q1: 291 shares; 2026Q2: 323 shares 323 $643K 0.1% +32 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,632 shares; 2024Q4: 1,643 shares; 2025Q1: 1,576 shares; 2025Q2: 1,758 shares; 2025Q3: 1,790 shares; 2025Q4: 1,893 shares; 2026Q1: 1,855 shares; 2026Q2: 1,863 shares 1,863 $630K 0.1% +8 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,005 shares; 2024Q4: 8,536 shares; 2025Q1: 8,501 shares; 2025Q2: 8,470 shares; 2025Q3: 8,353 shares; 2025Q4: 8,354 shares; 2026Q1: 8,269 shares; 2026Q2: 7,986 shares 7,986 $617K 0.1% -283 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039 shares; 2024Q4: 924 shares; 2025Q1: 999 shares; 2025Q2: 2,503 shares; 2025Q3: 2,897 shares; 2025Q4: 3,127 shares; 2026Q1: 3,183 shares; 2026Q2: 2,181 shares 2,181 $613K 0.1% -1,002 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: 1,008 shares; 2024Q4: 994 shares; 2025Q1: 830 shares; 2025Q2: 1,782 shares; 2025Q3: 1,884 shares; 2025Q4: 1,909 shares; 2026Q1: 1,710 shares; 2026Q2: 1,756 shares 1,756 $602K 0.09% +46 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares; 2026Q2: 3,730 shares 3,730 $589K 0.09% +2,300 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: 6,793 shares; 2024Q4: 6,891 shares; 2025Q1: 6,878 shares; 2025Q2: 7,558 shares; 2025Q3: 7,672 shares; 2025Q4: 7,695 shares; 2026Q1: 7,844 shares; 2026Q2: 7,858 shares 7,858 $584K 0.09% +14 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: not reported; 2024Q4: 6,009 shares; 2025Q1: 5,994 shares; 2025Q2: 5,975 shares; 2025Q3: 6,267 shares; 2025Q4: 6,070 shares; 2026Q1: 5,938 shares; 2026Q2: 5,938 shares 5,938 $568K 0.09% 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: 1,065 shares; 2024Q4: 3,544 shares; 2025Q1: 2,088 shares; 2025Q2: 2,217 shares; 2025Q3: 2,410 shares; 2025Q4: 2,423 shares; 2026Q1: 1,829 shares; 2026Q2: 1,638 shares 1,638 $559K 0.09% -191 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: 2,448 shares 2,448 $548K 0.08% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,446 shares 2,446 $541K 0.08% new 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: not reported; 2024Q4: 231 shares; 2025Q1: 229 shares; 2025Q2: 266 shares; 2025Q3: 350 shares; 2025Q4: 403 shares; 2026Q1: 489 shares; 2026Q2: 554 shares 554 $519K 0.08% +65 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 1,248 shares 1,248 $492K 0.08% new 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: 807 shares; 2024Q4: 824 shares; 2025Q1: 847 shares; 2025Q2: not reported; 2025Q3: 1,007 shares; 2025Q4: 1,209 shares; 2026Q1: 1,142 shares; 2026Q2: 1,311 shares 1,311 $492K 0.08% +169 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,286 shares; 2024Q4: 33,990 shares; 2025Q1: 32,288 shares; 2025Q2: 30,547 shares; 2025Q3: 30,547 shares; 2025Q4: 30,547 shares; 2026Q1: 30,547 shares; 2026Q2: 27,684 shares 27,684 $488K 0.08% -2,863 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 975 shares; 2025Q2: 1,000 shares; 2025Q3: 1,055 shares; 2025Q4: 1,263 shares; 2026Q1: 1,443 shares; 2026Q2: 1,298 shares 1,298 $478K 0.07% -145 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,975 shares; 2024Q4: 4,919 shares; 2025Q1: 5,041 shares; 2025Q2: 4,758 shares; 2025Q3: 4,475 shares; 2025Q4: 4,474 shares; 2026Q1: 4,331 shares; 2026Q2: 8,214 shares 8,214 $461K 0.07% +3,883 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,485 shares 1,485 $446K 0.07% new Timeline MOAT 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: 4,111 shares; 2024Q4: 4,111 shares; 2025Q1: 4,111 shares; 2025Q2: 4,111 shares; 2025Q3: 4,111 shares; 2025Q4: 4,111 shares; 2026Q1: 4,111 shares; 2026Q2: 4,111 shares 4,111 $427K 0.07% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,092 shares; 2024Q4: 1,092 shares; 2025Q1: 1,166 shares; 2025Q2: 1,218 shares; 2025Q3: 1,121 shares; 2025Q4: 2,290 shares; 2026Q1: 2,242 shares; 2026Q2: 2,242 shares 2,242 $427K 0.07% 0 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares; 2026Q2: 16,000 shares 16,000 $422K 0.07% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,368 shares; 2024Q4: 5,368 shares; 2025Q1: 5,841 shares; 2025Q2: 6,094 shares; 2025Q3: 6,098 shares; 2025Q4: 6,102 shares; 2026Q1: 6,105 shares; 2026Q2: 6,109 shares 6,109 $413K 0.06% +4 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: 772 shares; 2024Q4: 789 shares; 2025Q1: 747 shares; 2025Q2: 741 shares; 2025Q3: 786 shares; 2025Q4: 760 shares; 2026Q1: 814 shares; 2026Q2: 920 shares 920 $392K 0.06% +106 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: 576 shares; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 576 shares; 2026Q1: 576 shares; 2026Q2: 557 shares 557 $392K 0.06% -19 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,391 shares; 2024Q4: 20,391 shares; 2025Q1: 20,391 shares; 2025Q2: 21,555 shares; 2025Q3: 20,391 shares; 2025Q4: 20,394 shares; 2026Q1: 20,391 shares; 2026Q2: 20,391 shares 20,391 $390K 0.06% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,722 shares; 2025Q2: 22,632 shares; 2025Q3: 23,478 shares; 2025Q4: 20,470 shares; 2026Q1: 16,153 shares; 2026Q2: 2,392 shares 2,392 $390K 0.06% -13,761 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,237 shares; 2024Q4: 38,848 shares; 2025Q1: 39,896 shares; 2025Q2: 41,397 shares; 2025Q3: 42,584 shares; 2025Q4: 37,960 shares; 2026Q1: 8,480 shares; 2026Q2: 6,177 shares 6,177 $387K 0.06% -2,303 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,101 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 3,900 shares; 2026Q1: 3,286 shares; 2026Q2: 3,286 shares 3,286 $385K 0.06% 0 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: 402 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 3,216 shares 3,216 $384K 0.06% +2,814 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: 32,477 shares; 2024Q4: 30,209 shares; 2025Q1: 23,857 shares; 2025Q2: 4,893 shares; 2025Q3: 4,576 shares; 2025Q4: 3,984 shares; 2026Q1: 3,839 shares; 2026Q2: 3,071 shares 3,071 $383K 0.06% -768 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: 1,533 shares; 2024Q4: 1,539 shares; 2025Q1: 1,675 shares; 2025Q2: 1,672 shares; 2025Q3: 1,677 shares; 2025Q4: 1,812 shares; 2026Q1: 1,707 shares; 2026Q2: 1,715 shares 1,715 $374K 0.06% +8 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: 542 shares; 2024Q4: 540 shares; 2025Q1: 547 shares; 2025Q2: 542 shares; 2025Q3: 584 shares; 2025Q4: 568 shares; 2026Q1: 588 shares; 2026Q2: 589 shares 589 $374K 0.06% +1 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 469 shares; 2026Q2: 469 shares 469 $373K 0.06% 0 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,588 shares; 2024Q4: 6,920 shares; 2025Q1: 6,638 shares; 2025Q2: 5,416 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,570 shares 7,570 $349K 0.05% new 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: 9,727 shares; 2024Q4: 9,882 shares; 2025Q1: 9,948 shares; 2025Q2: 2,202 shares; 2025Q3: 2,006 shares; 2025Q4: 1,515 shares; 2026Q1: 1,384 shares; 2026Q2: 1,181 shares 1,181 $346K 0.05% -203 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: not reported; 2024Q4: not reported; 2025Q1: 2,859 shares; 2025Q2: 3,388 shares; 2025Q3: 3,792 shares; 2025Q4: 4,114 shares; 2026Q1: 4,114 shares; 2026Q2: 4,194 shares 4,194 $341K 0.05% +80 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,070 shares; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 2,070 shares; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares; 2026Q1: 2,070 shares; 2026Q2: 2,070 shares 2,070 $341K 0.05% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,831 shares; 2025Q1: 3,831 shares; 2025Q2: 3,893 shares; 2025Q3: 3,893 shares; 2025Q4: 3,893 shares; 2026Q1: 3,893 shares; 2026Q2: 3,893 shares 3,893 $336K 0.05% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,649 shares; 2025Q3: 1,619 shares; 2025Q4: 1,746 shares; 2026Q1: 1,703 shares; 2026Q2: 1,841 shares 1,841 $333K 0.05% +138 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168 shares; 2026Q1: 173 shares; 2026Q2: 1,103 shares 1,103 $333K 0.05% +930 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: 2,188 shares; 2025Q4: 2,216 shares; 2026Q1: 2,276 shares; 2026Q2: 2,401 shares 2,401 $330K 0.05% +125 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: 1,806 shares; 2024Q4: 1,869 shares; 2025Q1: not reported; 2025Q2: 1,784 shares; 2025Q3: 1,970 shares; 2025Q4: 1,835 shares; 2026Q1: 2,007 shares; 2026Q2: 1,980 shares 1,980 $328K 0.05% -27 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,858 shares 1,858 $317K 0.05% new 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: 257 shares; 2024Q4: 262 shares; 2025Q1: 266 shares; 2025Q2: 3,987 shares; 2025Q3: 4,079 shares; 2025Q4: 3,458 shares; 2026Q1: 3,556 shares; 2026Q2: 3,441 shares 3,441 $317K 0.05% -115 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 435 shares 435 $315K 0.05% new 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: 735 shares; 2024Q4: 755 shares; 2025Q1: 785 shares; 2025Q2: 962 shares; 2025Q3: 1,037 shares; 2025Q4: 991 shares; 2026Q1: 1,050 shares; 2026Q2: 888 shares 888 $313K 0.05% -162 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: 3,441 shares; 2025Q2: not reported; 2025Q3: 1,864 shares; 2025Q4: 1,854 shares; 2026Q1: not reported; 2026Q2: 1,809 shares 1,809 $307K 0.05% new Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,182 shares; 2024Q4: 8,539 shares; 2025Q1: 6,647 shares; 2025Q2: 6,444 shares; 2025Q3: 6,444 shares; 2025Q4: 6,417 shares; 2026Q1: 8,612 shares; 2026Q2: 8,092 shares 8,092 $295K 0.05% -520 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: not reported; 2024Q4: not reported; 2025Q1: 1,918 shares; 2025Q2: not reported; 2025Q3: 1,989 shares; 2025Q4: 2,079 shares; 2026Q1: 2,108 shares; 2026Q2: 2,114 shares 2,114 $289K 0.04% +6 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: 1,135 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,116 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares; 2026Q2: 1,252 shares 1,252 $284K 0.04% +136 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: 380 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 539 shares; 2025Q3: 575 shares; 2025Q4: 583 shares; 2026Q1: 598 shares; 2026Q2: 554 shares 554 $278K 0.04% -44 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: not reported; 2024Q4: 232 shares; 2025Q1: 248 shares; 2025Q2: 252 shares; 2025Q3: 311 shares; 2025Q4: 3,344 shares; 2026Q1: 4,039 shares; 2026Q2: 3,871 shares 3,871 $276K 0.04% -168 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: 2,278 shares; 2024Q4: 2,378 shares; 2025Q1: 1,949 shares; 2025Q2: 2,193 shares; 2025Q3: 1,990 shares; 2025Q4: 1,877 shares; 2026Q1: 1,962 shares; 2026Q2: 1,875 shares 1,875 $275K 0.04% -87 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: 459 shares; 2024Q4: 471 shares; 2025Q1: 481 shares; 2025Q2: 483 shares; 2025Q3: 550 shares; 2025Q4: 572 shares; 2026Q1: 503 shares; 2026Q2: 526 shares 526 $270K 0.04% +23 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 684 shares; 2025Q4: 714 shares; 2026Q1: 751 shares; 2026Q2: 719 shares 719 $269K 0.04% -32 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,700 shares; 2026Q1: 7,021 shares; 2026Q2: 7,116 shares 7,116 $262K 0.04% +95 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,949 shares 2,949 $254K 0.04% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,314 shares; 2024Q4: 18,355 shares; 2025Q1: 33,914 shares; 2025Q2: 21,518 shares; 2025Q3: 21,669 shares; 2025Q4: 17,925 shares; 2026Q1: 10,296 shares; 2026Q2: 4,470 shares 4,470 $252K 0.04% -5,826 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,112 shares 2,112 $248K 0.04% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,297 shares; 2025Q4: 5,377 shares; 2026Q1: 6,202 shares; 2026Q2: 7,303 shares 7,303 $243K 0.04% +1,101 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $239K 0.04% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,085 shares; 2026Q1: 1,284 shares; 2026Q2: 1,259 shares 1,259 $233K 0.04% -25 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236 shares; 2026Q1: 248 shares; 2026Q2: 228 shares 228 $231K 0.04% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,853 shares 4,853 $231K 0.04% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,611 shares 9,611 $225K 0.03% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,222 shares; 2024Q4: 2,929 shares; 2025Q1: 2,932 shares; 2025Q2: 2,938 shares; 2025Q3: 2,945 shares; 2025Q4: 2,955 shares; 2026Q1: 2,959 shares; 2026Q2: 2,060 shares 2,060 $219K 0.03% -899 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 483 shares 483 $209K 0.03% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,149 shares 2,149 $207K 0.03% 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: not reported; 2025Q4: not reported; 2026Q1: 912 shares; 2026Q2: 917 shares 917 $207K 0.03% +5 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: not reported; 2024Q4: not reported; 2025Q1: 8,518 shares; 2025Q2: 10,307 shares; 2025Q3: 13,635 shares; 2025Q4: 13,107 shares; 2026Q1: 13,635 shares; 2026Q2: 9,952 shares 9,952 $206K 0.03% -3,683 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 425 shares 425 $206K 0.03% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND 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: 40,453 shares; 2025Q4: 35,852 shares; 2026Q1: 2,819 shares; 2026Q2: 2,687 shares 2,687 $205K 0.03% -132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,445 shares 1,445 $202K 0.03% new Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,900 shares; 2024Q4: 16,900 shares; 2025Q1: 15,900 shares; 2025Q2: 15,900 shares; 2025Q3: 15,900 shares; 2025Q4: 15,050 shares; 2026Q1: 15,050 shares; 2026Q2: 15,050 shares 15,050 $187K 0.03% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 11,300 shares 11,300 $134K 0.02% new Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,700 shares; 2024Q4: 11,700 shares; 2025Q1: 11,700 shares; 2025Q2: 11,700 shares; 2025Q3: 11,700 shares; 2025Q4: 11,700 shares; 2026Q1: 10,200 shares; 2026Q2: 10,200 shares 10,200 $109K 0.02% 0 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST 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: 17,800 shares; 2026Q2: 17,800 shares 17,800 $96.5K 0.01% 0 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,226 shares; 2025Q2: 10,226 shares; 2025Q3: 10,226 shares; 2025Q4: 10,226 shares; 2026Q1: 29,694 shares; 2026Q2: 29,694 shares 29,694 $56.4K 0.01% 0 Timeline