LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,087 shares; 2025Q1: 115,814 shares; 2025Q2: 155,356 shares; 2025Q3: 172,924 shares; 2025Q4: 214,078 shares; 2026Q1: 250,341 shares; 2026Q2: 295,859 shares; 2026Q3: 317,596 shares 317,596 $24.7M 7.54% +21,737 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 334,906 shares; 2025Q1: 309,959 shares; 2025Q2: 295,093 shares; 2025Q3: 337,302 shares; 2025Q4: 417,077 shares; 2026Q1: 473,839 shares; 2026Q2: 536,940 shares; 2026Q3: 583,487 shares 583,487 $23.2M 7.08% +46,547 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 86,654 shares; 2025Q2: 146,020 shares; 2025Q3: 169,721 shares; 2025Q4: 233,345 shares; 2026Q1: 283,902 shares; 2026Q2: 338,466 shares; 2026Q3: 365,643 shares 365,643 $18.4M 5.59% +27,177 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 168,886 shares; 2025Q1: 149,309 shares; 2025Q2: 159,858 shares; 2025Q3: 165,013 shares; 2025Q4: 193,627 shares; 2026Q1: 210,145 shares; 2026Q2: 232,615 shares; 2026Q3: 239,378 shares 239,378 $18M 5.5% +6,763 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,745 shares; 2025Q1: 3,817 shares; 2025Q2: 5,178 shares; 2025Q3: 5,057 shares; 2025Q4: 6,061 shares; 2026Q1: 9,799 shares; 2026Q2: 13,852 shares; 2026Q3: 65,314 shares 65,314 $14.9M 4.55% +51,462 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; 2024Q4: 12,871 shares; 2025Q1: 17,216 shares; 2025Q2: 18,167 shares; 2025Q3: 19,189 shares; 2025Q4: 21,682 shares; 2026Q1: 21,960 shares; 2026Q2: 124,701 shares; 2026Q3: 129,215 shares 129,215 $11.6M 3.55% +4,514 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,080 shares; 2025Q1: 4,080 shares; 2025Q2: 3,848 shares; 2025Q3: 3,644 shares; 2025Q4: 12,939 shares; 2026Q1: 15,574 shares; 2026Q2: 17,236 shares; 2026Q3: 30,440 shares 30,440 $10.1M 3.09% +13,204 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; 2024Q4: 2,213 shares; 2025Q1: 2,103 shares; 2025Q2: 4,556 shares; 2025Q3: 3,517 shares; 2025Q4: 7,433 shares; 2026Q1: 7,208 shares; 2026Q2: 9,993 shares; 2026Q3: 30,512 shares 30,512 $7.6M 2.32% +20,519 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; 2024Q4: 58,953 shares; 2025Q1: 76,443 shares; 2025Q2: 96,269 shares; 2025Q3: 109,839 shares; 2025Q4: 130,570 shares; 2026Q1: 134,713 shares; 2026Q2: 117,536 shares; 2026Q3: 107,498 shares 107,498 $7.54M 2.3% -10,038 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; 2024Q4: 2,721 shares; 2025Q1: 2,741 shares; 2025Q2: 2,708 shares; 2025Q3: 2,929 shares; 2025Q4: 2,804 shares; 2026Q1: 2,815 shares; 2026Q2: 2,858 shares; 2026Q3: 31,804 shares 31,804 $7.42M 2.26% +28,946 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,567 shares; 2025Q1: 100,939 shares; 2025Q2: 134,601 shares; 2025Q3: 152,496 shares; 2025Q4: 227,666 shares; 2026Q1: 264,892 shares; 2026Q2: 267,867 shares; 2026Q3: 281,606 shares 281,606 $7.15M 2.18% +13,739 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 42,344 shares 42,344 $6.57M 2% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,357 shares; 2025Q1: 1,369 shares; 2025Q2: 1,702 shares; 2025Q3: 1,749 shares; 2025Q4: 2,185 shares; 2026Q1: 3,710 shares; 2026Q2: 4,568 shares; 2026Q3: 11,554 shares 11,554 $5.93M 1.81% +6,986 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; 2024Q4: 3,122 shares; 2025Q1: 2,949 shares; 2025Q2: 1,595 shares; 2025Q3: 1,419 shares; 2025Q4: 2,953 shares; 2026Q1: 2,946 shares; 2026Q2: 2,944 shares; 2026Q3: 8,394 shares 8,394 $5.88M 1.79% +5,450 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 21,797 shares 21,797 $5.77M 1.76% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 889 shares; 2026Q2: 1,295 shares; 2026Q3: 15,719 shares 15,719 $5.58M 1.7% +14,424 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,572 shares 23,572 $5.45M 1.66% new Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,537 shares; 2025Q1: 38,507 shares; 2025Q2: 45,160 shares; 2025Q3: 47,274 shares; 2025Q4: 57,131 shares; 2026Q1: 63,755 shares; 2026Q2: 69,835 shares; 2026Q3: 72,271 shares 72,271 $5.17M 1.58% +2,436 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,979 shares 25,979 $5.08M 1.55% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166 shares; 2026Q2: 174 shares; 2026Q3: 2,688 shares 2,688 $4.87M 1.48% +2,514 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; 2024Q4: 81,772 shares; 2025Q1: 142,129 shares; 2025Q2: 36,160 shares; 2025Q3: 35,510 shares; 2025Q4: 135,872 shares; 2026Q1: 158,364 shares; 2026Q2: 157,766 shares; 2026Q3: 173,716 shares 173,716 $4.56M 1.39% +15,950 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; 2024Q4: 81,232 shares; 2025Q1: 97,605 shares; 2025Q2: 99,192 shares; 2025Q3: 106,427 shares; 2025Q4: 135,702 shares; 2026Q1: 126,673 shares; 2026Q2: 118,529 shares; 2026Q3: 97,184 shares 97,184 $4.36M 1.33% -21,345 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,334 shares; 2025Q1: 4,676 shares; 2025Q2: 3,714 shares; 2025Q3: 3,465 shares; 2025Q4: 21,551 shares; 2026Q1: 47,189 shares; 2026Q2: 54,112 shares; 2026Q3: 35,759 shares 35,759 $4.23M 1.29% -18,353 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; 2024Q4: 6,385 shares; 2025Q1: 6,348 shares; 2025Q2: 5,986 shares; 2025Q3: 7,755 shares; 2025Q4: 7,682 shares; 2026Q1: 7,690 shares; 2026Q2: 7,698 shares; 2026Q3: 8,754 shares 8,754 $3.28M 1% +1,056 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,644 shares; 2025Q2: 17,967 shares; 2025Q3: 20,309 shares; 2025Q4: 24,560 shares; 2026Q1: 26,846 shares; 2026Q2: 31,654 shares; 2026Q3: 33,711 shares 33,711 $3.18M 0.97% +2,057 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 427 shares; 2026Q2: 504 shares; 2026Q3: 3,467 shares 3,467 $3.16M 0.96% +2,963 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,137 shares; 2025Q3: 1,125 shares; 2025Q4: 1,834 shares; 2026Q1: 2,880 shares; 2026Q2: 3,598 shares; 2026Q3: 8,925 shares 8,925 $3.13M 0.96% +5,327 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,790 shares 14,790 $2.78M 0.85% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 550 shares; 2026Q3: 5,923 shares 5,923 $2.7M 0.82% +5,373 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,695 shares; 2025Q1: 15,257 shares; 2025Q2: 18,207 shares; 2025Q3: 16,448 shares; 2025Q4: 20,342 shares; 2026Q1: 23,888 shares; 2026Q2: 28,861 shares; 2026Q3: 28,894 shares 28,894 $2.56M 0.78% +33 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,340 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,063 shares; 2026Q3: 16,837 shares 16,837 $2.5M 0.76% +14,774 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,011 shares; 2026Q2: 27,323 shares; 2026Q3: 28,310 shares 28,310 $2.33M 0.71% +987 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,706 shares; 2025Q1: 4,706 shares; 2025Q2: 4,793 shares; 2025Q3: 4,734 shares; 2025Q4: 5,462 shares; 2026Q1: 5,951 shares; 2026Q2: 6,270 shares; 2026Q3: 6,434 shares 6,434 $2.19M 0.67% +164 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 41,351 shares 41,351 $2.1M 0.64% new Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,110 shares; 2026Q2: 57,360 shares; 2026Q3: 61,714 shares 61,714 $2.07M 0.63% +4,354 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,318 shares; 2025Q2: 16,957 shares; 2025Q3: 27,031 shares; 2025Q4: 9,626 shares; 2026Q1: 8,477 shares; 2026Q2: 5,112 shares; 2026Q3: 19,685 shares 19,685 $1.98M 0.6% +14,573 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,823 shares 3,823 $1.64M 0.5% new Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,063 shares; 2026Q3: 31,168 shares 31,168 $1.53M 0.47% +14,105 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,275 shares; 2026Q3: 52,668 shares 52,668 $1.5M 0.46% +12,393 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 142,144 shares; 2025Q1: 68,499 shares; 2025Q2: 49,243 shares; 2025Q3: 41,082 shares; 2025Q4: 43,540 shares; 2026Q1: 43,596 shares; 2026Q2: 40,783 shares; 2026Q3: 40,542 shares 40,542 $1.5M 0.46% -241 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,512 shares; 2025Q1: 42,164 shares; 2025Q2: 30,327 shares; 2025Q3: 27,811 shares; 2025Q4: 25,404 shares; 2026Q1: 25,376 shares; 2026Q2: 24,288 shares; 2026Q3: 23,321 shares 23,321 $1.41M 0.43% -967 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,375 shares; 2025Q1: 19,375 shares; 2025Q2: 19,375 shares; 2025Q3: 19,381 shares; 2025Q4: 19,701 shares; 2026Q1: 19,381 shares; 2026Q2: 19,381 shares; 2026Q3: 19,381 shares 19,381 $1.41M 0.43% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,433 shares; 2026Q2: 1,397 shares; 2026Q3: 1,311 shares 1,311 $1.4M 0.43% -86 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; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: not reported; 2025Q3: 657 shares; 2025Q4: 460 shares; 2026Q1: 1,013 shares; 2026Q2: 1,012 shares; 2026Q3: 1,836 shares 1,836 $1.36M 0.41% +824 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; 2024Q4: 880 shares; 2025Q1: 776 shares; 2025Q2: 821 shares; 2025Q3: 784 shares; 2025Q4: 1,239 shares; 2026Q1: 1,316 shares; 2026Q2: 1,234 shares; 2026Q3: 1,773 shares 1,773 $1.29M 0.39% +539 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,347 shares; 2025Q1: 11,575 shares; 2025Q2: 12,794 shares; 2025Q3: 11,150 shares; 2025Q4: 14,086 shares; 2026Q1: 12,596 shares; 2026Q2: 12,654 shares; 2026Q3: 12,144 shares 12,144 $1.15M 0.35% -510 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,616 shares 6,616 $1.13M 0.34% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,657 shares; 2025Q1: 1,657 shares; 2025Q2: 1,578 shares; 2025Q3: 1,688 shares; 2025Q4: 2,234 shares; 2026Q1: 2,911 shares; 2026Q2: 3,281 shares; 2026Q3: 3,262 shares 3,262 $1.12M 0.34% -19 Timeline XLRE 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,311 shares; 2026Q2: 51,006 shares; 2026Q3: 27,152 shares 27,152 $1.11M 0.34% -23,854 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,714 shares; 2025Q1: 15,327 shares; 2025Q2: 7,104 shares; 2025Q3: 8,815 shares; 2025Q4: 21,801 shares; 2026Q1: 21,702 shares; 2026Q2: 20,248 shares; 2026Q3: 22,753 shares 22,753 $1.08M 0.33% +2,505 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,275 shares; 2025Q1: 15,991 shares; 2025Q2: 19,078 shares; 2025Q3: 19,041 shares; 2025Q4: 20,667 shares; 2026Q1: 21,732 shares; 2026Q2: 20,993 shares; 2026Q3: 15,655 shares 15,655 $1.07M 0.33% -5,338 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,824 shares 11,824 $1.02M 0.31% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,382 shares; 2026Q3: 1,646 shares 1,646 $1.01M 0.31% +264 Timeline IVVM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,194 shares; 2025Q1: 10,635 shares; 2025Q2: 7,656 shares; 2025Q3: 20,847 shares; 2025Q4: 25,364 shares; 2026Q1: 20,078 shares; 2026Q2: 24,372 shares; 2026Q3: 24,351 shares 24,351 $920K 0.28% -21 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 113,916 shares; 2025Q1: 98,513 shares; 2025Q2: 84,525 shares; 2025Q3: 71,608 shares; 2025Q4: 71,565 shares; 2026Q1: 26,049 shares; 2026Q2: 25,392 shares; 2026Q3: 49,896 shares 49,896 $893K 0.27% +24,504 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,081 shares; 2025Q1: 16,158 shares; 2025Q2: 17,510 shares; 2025Q3: 17,658 shares; 2025Q4: 17,379 shares; 2026Q1: 5,758 shares; 2026Q2: 4,317 shares; 2026Q3: 16,560 shares 16,560 $837K 0.26% +12,243 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,088 shares; 2025Q3: 1,165 shares; 2025Q4: 1,392 shares; 2026Q1: 1,860 shares; 2026Q2: 2,243 shares; 2026Q3: 2,449 shares 2,449 $810K 0.25% +206 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; 2024Q4: 2,121 shares; 2025Q1: 2,121 shares; 2025Q2: 582 shares; 2025Q3: 603 shares; 2025Q4: 765 shares; 2026Q1: 759 shares; 2026Q2: 788 shares; 2026Q3: 968 shares 968 $738K 0.23% +180 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,309 shares 17,309 $737K 0.22% new Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,320 shares; 2025Q1: 31,121 shares; 2025Q2: 34,140 shares; 2025Q3: 38,017 shares; 2025Q4: 41,043 shares; 2026Q1: 10,242 shares; 2026Q2: 9,739 shares; 2026Q3: 9,210 shares 9,210 $706K 0.22% -529 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,830 shares; 2026Q1: 2,008 shares; 2026Q2: 3,037 shares; 2026Q3: 3,447 shares 3,447 $704K 0.21% +410 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,237 shares; 2026Q1: 3,186 shares; 2026Q2: 3,219 shares; 2026Q3: 9,423 shares 9,423 $697K 0.21% +6,204 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 577 shares; 2026Q1: 578 shares; 2026Q2: 642 shares; 2026Q3: 858 shares 858 $696K 0.21% +216 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,120 shares; 2026Q2: 2,859 shares; 2026Q3: 3,814 shares 3,814 $682K 0.21% +955 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,886 shares; 2025Q1: 31,448 shares; 2025Q2: 31,930 shares; 2025Q3: 8,418 shares; 2025Q4: 8,420 shares; 2026Q1: 8,405 shares; 2026Q2: 8,110 shares; 2026Q3: 7,956 shares 7,956 $665K 0.2% -154 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,219 shares; 2025Q1: 19,832 shares; 2025Q2: 140,429 shares; 2025Q3: 37,438 shares; 2025Q4: 25,302 shares; 2026Q1: 18,090 shares; 2026Q2: 13,926 shares; 2026Q3: 26,452 shares 26,452 $665K 0.2% +12,526 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,673 shares; 2025Q3: 11,184 shares; 2025Q4: 13,334 shares; 2026Q1: 11,591 shares; 2026Q2: 13,529 shares; 2026Q3: 14,973 shares 14,973 $660K 0.2% +1,444 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,214 shares; 2025Q1: 5,194 shares; 2025Q2: 5,255 shares; 2025Q3: 5,255 shares; 2025Q4: 5,160 shares; 2026Q1: 5,160 shares; 2026Q2: 4,994 shares; 2026Q3: 4,994 shares 4,994 $613K 0.19% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,945 shares; 2025Q1: 4,059 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,491 shares; 2026Q1: 24,349 shares; 2026Q2: 24,473 shares; 2026Q3: 12,171 shares 12,171 $605K 0.18% -12,302 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 534 shares; 2026Q3: 653 shares 653 $602K 0.18% +119 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 341 shares; 2026Q2: 430 shares; 2026Q3: 545 shares 545 $577K 0.18% +115 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,531 shares 3,531 $575K 0.18% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,186 shares; 2026Q1: not reported; 2026Q2: 2,017 shares; 2026Q3: 2,929 shares 2,929 $566K 0.17% +912 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,671 shares 4,671 $562K 0.17% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,673 shares; 2026Q2: 8,233 shares; 2026Q3: 8,961 shares 8,961 $557K 0.17% +728 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,562 shares; 2025Q3: 5,471 shares; 2025Q4: 7,240 shares; 2026Q1: 7,814 shares; 2026Q2: 7,830 shares; 2026Q3: 7,839 shares 7,839 $553K 0.17% +9 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 463 shares; 2026Q2: 500 shares; 2026Q3: 582 shares 582 $553K 0.17% +82 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,563 shares; 2026Q2: 3,195 shares; 2026Q3: 3,425 shares 3,425 $550K 0.17% +230 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,790 shares; 2026Q2: 1,802 shares; 2026Q3: 1,975 shares 1,975 $545K 0.17% +173 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,417 shares; 2026Q3: 3,961 shares 3,961 $544K 0.17% +2,544 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,955 shares; 2025Q1: 2,956 shares; 2025Q2: 2,217 shares; 2025Q3: 2,275 shares; 2025Q4: 5,856 shares; 2026Q1: 6,690 shares; 2026Q2: 4,413 shares; 2026Q3: 5,155 shares 5,155 $536K 0.16% +742 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,384 shares; 2026Q2: 1,875 shares; 2026Q3: 3,681 shares 3,681 $535K 0.16% +1,806 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,420 shares; 2026Q3: 5,438 shares 5,438 $530K 0.16% +18 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 258 shares; 2026Q2: 308 shares; 2026Q3: 314 shares 314 $519K 0.16% +6 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,176 shares; 2026Q2: 1,586 shares; 2026Q3: 2,003 shares 2,003 $511K 0.16% +417 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; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 261 shares; 2025Q3: 264 shares; 2025Q4: 235 shares; 2026Q1: 465 shares; 2026Q2: 482 shares; 2026Q3: 441 shares 441 $510K 0.16% -41 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares; 2026Q2: 1,314 shares; 2026Q3: 1,328 shares 1,328 $506K 0.15% +14 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; 2024Q4: 3,794 shares; 2025Q1: 3,794 shares; 2025Q2: 3,775 shares; 2025Q3: 3,775 shares; 2025Q4: 3,775 shares; 2026Q1: 3,775 shares; 2026Q2: 3,954 shares; 2026Q3: 3,953 shares 3,953 $487K 0.15% -1 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,588 shares; 2025Q2: 11,669 shares; 2025Q3: 11,748 shares; 2025Q4: 11,924 shares; 2026Q1: 11,943 shares; 2026Q2: 11,654 shares; 2026Q3: 23,653 shares 23,653 $482K 0.15% +11,999 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,025 shares; 2026Q3: 2,014 shares 2,014 $475K 0.14% -11 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,566 shares 2,566 $460K 0.14% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,635 shares 1,635 $458K 0.14% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 756 shares; 2026Q2: 842 shares; 2026Q3: 1,404 shares 1,404 $457K 0.14% +562 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,920 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 18,732 shares 18,732 $453K 0.14% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,841 shares 2,841 $444K 0.14% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,612 shares; 2025Q2: 3,190 shares; 2025Q3: 2,005 shares; 2025Q4: 1,885 shares; 2026Q1: 1,905 shares; 2026Q2: 1,908 shares; 2026Q3: 1,971 shares 1,971 $438K 0.13% +63 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,844 shares; 2025Q2: 4,601 shares; 2025Q3: 4,601 shares; 2025Q4: 4,765 shares; 2026Q1: 4,765 shares; 2026Q2: 4,917 shares; 2026Q3: 4,917 shares 4,917 $432K 0.13% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,807 shares 9,807 $428K 0.13% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 233 shares; 2026Q3: 242 shares 242 $421K 0.13% +9 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,893 shares; 2026Q3: 3,209 shares 3,209 $416K 0.13% +1,316 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,168 shares; 2026Q2: 1,037 shares; 2026Q3: 898 shares 898 $408K 0.12% -139 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; 2024Q4: 1,048 shares; 2025Q1: 1,048 shares; 2025Q2: 1,047 shares; 2025Q3: 958 shares; 2025Q4: not reported; 2026Q1: 751 shares; 2026Q2: 952 shares; 2026Q3: 1,320 shares 1,320 $408K 0.12% +368 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,789 shares; 2026Q3: 7,353 shares 7,353 $400K 0.12% +1,564 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; 2024Q4: 623 shares; 2025Q1: 482 shares; 2025Q2: not reported; 2025Q3: 503 shares; 2025Q4: 448 shares; 2026Q1: 626 shares; 2026Q2: 675 shares; 2026Q3: 793 shares 793 $395K 0.12% +118 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,832 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,539 shares 7,539 $380K 0.12% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,799 shares 1,799 $380K 0.12% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,684 shares; 2026Q3: 5,684 shares 5,684 $380K 0.12% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 978 shares; 2026Q2: 1,201 shares; 2026Q3: 1,214 shares 1,214 $379K 0.12% +13 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 761 shares 761 $361K 0.11% new Timeline CGMU 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; 2024Q4: 37,278 shares; 2025Q1: 48,003 shares; 2025Q2: 38,288 shares; 2025Q3: 37,289 shares; 2025Q4: 45,200 shares; 2026Q1: 48,215 shares; 2026Q2: 32,807 shares; 2026Q3: 13,878 shares 13,878 $360K 0.11% -18,929 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,063 shares 1,063 $359K 0.11% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,449 shares 6,449 $357K 0.11% new Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,999 shares; 2026Q3: 10,034 shares 10,034 $346K 0.11% +35 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,063 shares; 2026Q3: 1,016 shares 1,016 $345K 0.11% -47 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,084 shares 12,084 $345K 0.11% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,272 shares; 2026Q3: 3,479 shares 3,479 $344K 0.1% +1,207 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 452 shares; 2026Q3: 783 shares 783 $341K 0.1% +331 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,937 shares 2,937 $336K 0.1% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 823 shares 823 $335K 0.1% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,581 shares 1,581 $333K 0.1% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,838 shares; 2026Q2: not reported; 2026Q3: 2,887 shares 2,887 $333K 0.1% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,606 shares; 2026Q3: 5,211 shares 5,211 $333K 0.1% +605 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,795 shares; 2025Q3: 3,601 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,860 shares; 2026Q3: 5,917 shares 5,917 $333K 0.1% +57 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,521 shares; 2026Q2: 1,560 shares; 2026Q3: 1,736 shares 1,736 $331K 0.1% +176 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,824 shares; 2026Q2: 5,618 shares; 2026Q3: 5,305 shares 5,305 $331K 0.1% -313 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 851 shares; 2026Q2: 723 shares; 2026Q3: 989 shares 989 $328K 0.1% +266 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 922 shares; 2026Q3: 1,160 shares 1,160 $327K 0.1% +238 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,416 shares 3,416 $322K 0.1% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,327 shares; 2026Q2: 3,919 shares; 2026Q3: 4,553 shares 4,553 $319K 0.1% +634 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,697 shares; 2026Q3: 2,662 shares 2,662 $313K 0.1% +965 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,686 shares; 2026Q1: 1,648 shares; 2026Q2: 1,041 shares; 2026Q3: 1,181 shares 1,181 $313K 0.1% +140 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 386 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,486 shares 2,486 $312K 0.1% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,055 shares 1,055 $308K 0.09% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,876 shares 1,876 $307K 0.09% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,240 shares; 2026Q2: 3,631 shares; 2026Q3: 4,351 shares 4,351 $303K 0.09% +720 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,243 shares 5,243 $301K 0.09% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,478 shares; 2026Q3: 1,585 shares 1,585 $300K 0.09% +107 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 751 shares 751 $298K 0.09% new Timeline VOOG 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; 2024Q4: 2,938 shares; 2025Q1: 721 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 659 shares; 2026Q1: 554 shares; 2026Q2: 3,487 shares; 2026Q3: 3,487 shares 3,487 $298K 0.09% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,862 shares; 2026Q1: 3,492 shares; 2026Q2: 3,774 shares; 2026Q3: 3,774 shares 3,774 $295K 0.09% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 803 shares; 2026Q2: 827 shares; 2026Q3: 734 shares 734 $294K 0.09% -93 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,095 shares 3,095 $294K 0.09% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,237 shares 1,237 $294K 0.09% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 385 shares; 2026Q2: not reported; 2026Q3: 386 shares 386 $293K 0.09% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 837 shares 837 $291K 0.09% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 378 shares; 2026Q2: 391 shares; 2026Q3: 385 shares 385 $290K 0.09% -6 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,675 shares 1,675 $289K 0.09% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 994 shares; 2026Q2: 1,211 shares; 2026Q3: 1,291 shares 1,291 $287K 0.09% +80 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,211 shares 6,211 $283K 0.09% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 976 shares; 2026Q2: 1,172 shares; 2026Q3: 1,264 shares 1,264 $283K 0.09% +92 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,762 shares 3,762 $280K 0.09% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,180 shares 3,180 $274K 0.08% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,646 shares; 2026Q3: 1,779 shares 1,779 $274K 0.08% +133 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,337 shares 1,337 $272K 0.08% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,725 shares; 2026Q2: not reported; 2026Q3: 1,576 shares 1,576 $269K 0.08% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,116 shares 2,116 $265K 0.08% new Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,313 shares; 2026Q3: 6,333 shares 6,333 $263K 0.08% +20 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,838 shares 7,838 $262K 0.08% new Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,699 shares 3,699 $260K 0.08% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,785 shares; 2026Q1: 2,493 shares; 2026Q2: 2,257 shares; 2026Q3: 2,079 shares 2,079 $260K 0.08% -178 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 909 shares 909 $259K 0.08% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,046 shares 1,046 $259K 0.08% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 325 shares; 2026Q3: 425 shares 425 $259K 0.08% +100 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,205 shares 3,205 $257K 0.08% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,995 shares 1,995 $256K 0.08% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 659 shares 659 $256K 0.08% new Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,871 shares 8,871 $254K 0.08% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 41 shares 41 $252K 0.08% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,700 shares; 2026Q3: 1,821 shares 1,821 $251K 0.08% +121 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,746 shares; 2026Q3: 3,237 shares 3,237 $249K 0.08% +491 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,214 shares; 2025Q1: 8,404 shares; 2025Q2: 7,772 shares; 2025Q3: 5,483 shares; 2025Q4: 6,459 shares; 2026Q1: 4,706 shares; 2026Q2: 4,729 shares; 2026Q3: 2,451 shares 2,451 $248K 0.08% -2,278 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 502 shares 502 $247K 0.08% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares; 2026Q3: 251 shares 251 $244K 0.07% +1 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,155 shares; 2026Q3: 7,509 shares 7,509 $241K 0.07% +1,354 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 268 shares 268 $241K 0.07% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 901 shares 901 $237K 0.07% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,813 shares 1,813 $237K 0.07% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,482 shares 8,482 $234K 0.07% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,684 shares 7,684 $232K 0.07% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,368 shares 1,368 $228K 0.07% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 226 shares 226 $228K 0.07% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,160 shares; 2026Q3: 1,028 shares 1,028 $228K 0.07% -132 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 727 shares; 2025Q3: 628 shares; 2025Q4: 587 shares; 2026Q1: not reported; 2026Q2: 589 shares; 2026Q3: 630 shares 630 $226K 0.07% +41 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,194 shares; 2026Q2: 2,194 shares; 2026Q3: 2,194 shares 2,194 $226K 0.07% 0 Timeline JBBB 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; 2024Q4: 55,628 shares; 2025Q1: 59,036 shares; 2025Q2: 16,178 shares; 2025Q3: 10,069 shares; 2025Q4: 8,344 shares; 2026Q1: 5,527 shares; 2026Q2: 4,788 shares; 2026Q3: 4,783 shares 4,783 $226K 0.07% -5 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 806 shares 806 $224K 0.07% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,481 shares; 2025Q4: 9,972 shares; 2026Q1: 7,161 shares; 2026Q2: 6,692 shares; 2026Q3: 3,527 shares 3,527 $223K 0.07% -3,165 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,804 shares; 2026Q3: 2,006 shares 2,006 $223K 0.07% +202 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,247 shares 5,247 $222K 0.07% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,019 shares; 2026Q3: 2,838 shares 2,838 $222K 0.07% -181 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,520 shares 1,520 $221K 0.07% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,252 shares; 2026Q1: 2,252 shares; 2026Q2: 2,270 shares; 2026Q3: 2,270 shares 2,270 $220K 0.07% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,093 shares 2,093 $220K 0.07% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 856 shares; 2026Q3: 1,057 shares 1,057 $219K 0.07% +201 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,066 shares 1,066 $217K 0.07% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,367 shares 2,367 $215K 0.07% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 654 shares 654 $215K 0.07% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,931 shares 1,931 $214K 0.07% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,000 shares 2,000 $213K 0.06% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 577 shares 577 $212K 0.06% new Timeline JEPQ 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,319 shares; 2026Q3: 3,443 shares 3,443 $211K 0.06% +124 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 684 shares 684 $208K 0.06% new Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares; 2026Q1: 8,468 shares; 2026Q2: 8,536 shares; 2026Q3: 2,132 shares 2,132 $208K 0.06% -6,404 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,023 shares 16,023 $206K 0.06% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,104 shares 2,104 $205K 0.06% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,578 shares; 2026Q3: 2,595 shares 2,595 $203K 0.06% +17 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 454 shares 454 $202K 0.06% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,671 shares; 2026Q3: 3,131 shares 3,131 $201K 0.06% -540 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,593 shares 13,593 $191K 0.06% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,221 shares; 2026Q2: 10,349 shares; 2026Q3: 11,277 shares 11,277 $156K 0.05% +928 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,159 shares; 2026Q3: 13,544 shares 13,544 $150K 0.05% +2,385 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,207 shares 10,207 $92.4K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,989 shares 13,989 $78.8K 0.02% new Timeline