IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 319,118 shares; 2023Q3: 335,681 shares; 2023Q4: 349,730 shares; 2024Q1: 313,456 shares; 2024Q2: 321,877 shares; 2024Q3: 329,805 shares; 2024Q4: 335,240 shares; 2025Q1: 345,386 shares 345,386 $194M 16.77% +10,146 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,704,645 shares; 2023Q3: 1,659,616 shares; 2023Q4: 1,690,017 shares; 2024Q1: 1,534,206 shares; 2024Q2: 1,322,651 shares; 2024Q3: 1,281,656 shares; 2024Q4: 3,723,872 shares; 2025Q1: 3,618,623 shares 3,618,623 $79.9M 6.91% -105,249 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; 2023Q2: 1,087,006 shares; 2023Q3: 1,149,764 shares; 2023Q4: 1,222,573 shares; 2024Q1: 1,274,457 shares; 2024Q2: 1,213,150 shares; 2024Q3: 1,244,394 shares; 2024Q4: 1,294,742 shares; 2025Q1: 1,276,298 shares 1,276,298 $64.9M 5.61% -18,444 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,232,858 shares 1,232,858 $62.5M 5.4% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,231,737 shares; 2023Q3: 1,207,290 shares; 2023Q4: 1,187,205 shares; 2024Q1: 1,161,010 shares; 2024Q2: 1,126,707 shares; 2024Q3: 1,106,494 shares; 2024Q4: 2,092,926 shares; 2025Q1: 2,072,513 shares 2,072,513 $48.6M 4.2% -20,413 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,443 shares; 2023Q3: 5,635 shares; 2023Q4: 5,779 shares; 2024Q1: 29,611 shares; 2024Q2: 30,108 shares; 2024Q3: 46,267 shares; 2024Q4: 760,513 shares; 2025Q1: 785,794 shares 785,794 $45.9M 3.96% +25,281 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 649,404 shares; 2023Q3: 641,453 shares; 2023Q4: 637,860 shares; 2024Q1: 616,410 shares; 2024Q2: 611,994 shares; 2024Q3: 609,126 shares; 2024Q4: 600,912 shares; 2025Q1: 596,246 shares 596,246 $45.1M 3.9% -4,666 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 224,373 shares; 2023Q3: 223,712 shares; 2023Q4: 221,771 shares; 2024Q1: 217,240 shares; 2024Q2: 189,665 shares; 2024Q3: 188,103 shares; 2024Q4: 184,209 shares; 2025Q1: 182,267 shares 182,267 $40.4M 3.49% -1,942 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 901,029 shares; 2023Q3: 961,557 shares; 2023Q4: 997,944 shares; 2024Q1: 1,059,049 shares; 2024Q2: 1,041,870 shares; 2024Q3: 1,070,044 shares; 2024Q4: 1,111,829 shares; 2025Q1: 886,274 shares 886,274 $40.1M 3.47% -225,555 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 121,209 shares; 2023Q3: 160,118 shares; 2023Q4: 199,170 shares; 2024Q1: 242,525 shares; 2024Q2: 274,291 shares; 2024Q3: 298,702 shares; 2024Q4: 311,111 shares; 2025Q1: 340,953 shares 340,953 $35.7M 3.08% +29,842 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 100,483 shares; 2023Q3: 107,870 shares; 2023Q4: 113,946 shares; 2024Q1: 144,014 shares; 2024Q2: 157,849 shares; 2024Q3: 165,605 shares; 2024Q4: 229,041 shares; 2025Q1: 236,340 shares 236,340 $23.4M 2.02% +7,299 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 108,232 shares; 2023Q3: 96,608 shares; 2023Q4: 93,650 shares; 2024Q1: 84,932 shares; 2024Q2: 91,060 shares; 2024Q3: 91,734 shares; 2024Q4: 94,467 shares; 2025Q1: 95,207 shares 95,207 $21.1M 1.83% +740 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 38,366 shares; 2023Q3: 42,867 shares; 2023Q4: 43,127 shares; 2024Q1: 47,242 shares; 2024Q2: 48,368 shares; 2024Q3: 48,896 shares; 2024Q4: 50,462 shares; 2025Q1: 54,314 shares 54,314 $20.4M 1.76% +3,852 Timeline JMUB 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,240 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 333,392 shares; 2025Q1: 315,774 shares 315,774 $15.8M 1.36% -17,618 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 47,793 shares; 2023Q3: 47,750 shares; 2023Q4: 47,508 shares; 2024Q1: 47,314 shares; 2024Q2: 47,554 shares; 2024Q3: 47,528 shares; 2024Q4: 47,490 shares; 2025Q1: 53,920 shares 53,920 $15.3M 1.32% +6,430 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; 2023Q2: 28,171 shares; 2023Q3: 29,361 shares; 2023Q4: 29,912 shares; 2024Q1: 28,753 shares; 2024Q2: 28,435 shares; 2024Q3: 29,258 shares; 2024Q4: 29,054 shares; 2025Q1: 29,530 shares 29,530 $15.2M 1.31% +476 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 301,455 shares; 2023Q3: 311,137 shares; 2023Q4: 304,202 shares; 2024Q1: 299,511 shares; 2024Q2: 299,313 shares; 2024Q3: 300,016 shares; 2024Q4: 295,189 shares; 2025Q1: 279,029 shares 279,029 $15.1M 1.3% -16,160 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 114,494 shares; 2023Q3: 114,012 shares; 2023Q4: 111,443 shares; 2024Q1: 111,609 shares; 2024Q2: 109,773 shares; 2024Q3: 109,215 shares; 2024Q4: 107,860 shares; 2025Q1: 108,545 shares 108,545 $11.9M 1.03% +685 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; 2023Q2: 1,076 shares; 2023Q3: 978 shares; 2023Q4: 1,262 shares; 2024Q1: 1,245 shares; 2024Q2: 18,653 shares; 2024Q3: 18,961 shares; 2024Q4: 19,566 shares; 2025Q1: 19,661 shares 19,661 $9.22M 0.8% +95 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,319 shares; 2023Q3: 9,473 shares; 2023Q4: 9,149 shares; 2024Q1: 8,416 shares; 2024Q2: 85,187 shares; 2024Q3: 83,952 shares; 2024Q4: 84,234 shares; 2025Q1: 83,594 shares 83,594 $9.06M 0.78% -640 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; 2023Q2: 39,429 shares; 2023Q3: 34,999 shares; 2023Q4: 34,902 shares; 2024Q1: 34,806 shares; 2024Q2: 35,821 shares; 2024Q3: 37,810 shares; 2024Q4: 39,829 shares; 2025Q1: 41,827 shares 41,827 $7.96M 0.69% +1,998 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; 2023Q2: 23,957 shares; 2023Q3: 23,645 shares; 2023Q4: 22,857 shares; 2024Q1: 22,083 shares; 2024Q2: 21,162 shares; 2024Q3: 20,787 shares; 2024Q4: 20,406 shares; 2025Q1: 20,293 shares 20,293 $7.52M 0.65% -113 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,493 shares; 2023Q3: 6,493 shares; 2023Q4: 6,493 shares; 2024Q1: 147,814 shares; 2024Q2: 148,839 shares; 2024Q3: 34,381 shares; 2024Q4: 34,381 shares; 2025Q1: 157,366 shares 157,366 $7.34M 0.63% +122,985 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; 2023Q2: 3,674 shares; 2023Q3: 3,737 shares; 2023Q4: 3,697 shares; 2024Q1: 3,724 shares; 2024Q2: 3,709 shares; 2024Q3: 3,705 shares; 2024Q4: 25,132 shares; 2025Q1: 25,236 shares 25,236 $6.94M 0.6% +104 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; 2023Q2: 35,361 shares; 2023Q3: 35,192 shares; 2023Q4: 35,143 shares; 2024Q1: 34,208 shares; 2024Q2: 34,611 shares; 2024Q3: 34,557 shares; 2024Q4: 35,185 shares; 2025Q1: 26,761 shares 26,761 $6.56M 0.57% -8,424 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; 2023Q2: 2,123 shares; 2023Q3: 2,108 shares; 2023Q4: 5,454 shares; 2024Q1: 2,100 shares; 2024Q2: 2,070 shares; 2024Q3: 2,070 shares; 2024Q4: 14,950 shares; 2025Q1: 11,296 shares 11,296 $6.32M 0.55% -3,654 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; 2023Q2: 30,324 shares; 2023Q3: 30,285 shares; 2023Q4: 31,173 shares; 2024Q1: 32,040 shares; 2024Q2: 31,338 shares; 2024Q3: 31,264 shares; 2024Q4: 31,297 shares; 2025Q1: 31,256 shares 31,256 $6.06M 0.52% -41 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; 2023Q2: 3,982 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 227,420 shares 227,420 $4.9M 0.42% new 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; 2023Q2: 8,620 shares; 2023Q3: 8,660 shares; 2023Q4: 8,282 shares; 2024Q1: 8,316 shares; 2024Q2: 8,639 shares; 2024Q3: 8,851 shares; 2024Q4: 9,050 shares; 2025Q1: 9,098 shares 9,098 $4.85M 0.42% +48 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; 2023Q2: 17,084 shares; 2023Q3: 16,822 shares; 2023Q4: 16,292 shares; 2024Q1: 16,392 shares; 2024Q2: 16,304 shares; 2024Q3: 16,555 shares; 2024Q4: 16,456 shares; 2025Q1: 16,544 shares 16,544 $4.28M 0.37% +88 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 99,109 shares; 2023Q3: 93,186 shares; 2023Q4: 91,690 shares; 2024Q1: 86,420 shares; 2024Q2: 82,525 shares; 2024Q3: 82,525 shares; 2024Q4: 82,375 shares; 2025Q1: 83,568 shares 83,568 $4.27M 0.37% +1,193 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,862 shares; 2023Q3: 11,840 shares; 2023Q4: 13,019 shares; 2024Q1: 11,517 shares; 2024Q2: 11,713 shares; 2024Q3: 11,575 shares; 2024Q4: 12,035 shares; 2025Q1: 11,702 shares 11,702 $4.23M 0.37% -333 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; 2023Q2: 5,259 shares; 2023Q3: 5,632 shares; 2023Q4: 5,680 shares; 2024Q1: 5,810 shares; 2024Q2: 6,223 shares; 2024Q3: 6,448 shares; 2024Q4: 6,976 shares; 2025Q1: 7,237 shares 7,237 $4.17M 0.36% +261 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; 2023Q2: 27,820 shares; 2023Q3: 27,517 shares; 2023Q4: 28,513 shares; 2024Q1: 29,304 shares; 2024Q2: 32,481 shares; 2024Q3: 33,043 shares; 2024Q4: 32,980 shares; 2025Q1: 32,902 shares 32,902 $3.91M 0.34% -78 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,455 shares; 2023Q3: 4,444 shares; 2023Q4: 4,432 shares; 2024Q1: 4,442 shares; 2024Q2: 6,536 shares; 2024Q3: 6,494 shares; 2024Q4: 6,471 shares; 2025Q1: 6,409 shares 6,409 $3.9M 0.34% -62 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 18,126 shares; 2023Q3: 18,127 shares; 2023Q4: 18,126 shares; 2024Q1: 18,127 shares; 2024Q2: 18,102 shares; 2024Q3: 18,095 shares; 2024Q4: 18,095 shares; 2025Q1: 18,096 shares 18,096 $3.82M 0.33% +1 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,090 shares; 2023Q3: 11,503 shares; 2023Q4: 10,754 shares; 2024Q1: 10,095 shares; 2024Q2: 10,102 shares; 2024Q3: 10,458 shares; 2024Q4: 10,366 shares; 2025Q1: 10,458 shares 10,458 $3.67M 0.32% +92 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 59,827 shares; 2023Q3: 56,563 shares; 2023Q4: 53,696 shares; 2024Q1: 55,241 shares; 2024Q2: 55,705 shares; 2024Q3: 56,794 shares; 2024Q4: 60,763 shares; 2025Q1: 60,852 shares 60,852 $3.65M 0.32% +89 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 81,427 shares; 2023Q3: 89,492 shares; 2023Q4: 95,822 shares; 2024Q1: 107,993 shares; 2024Q2: 113,220 shares; 2024Q3: 117,464 shares; 2024Q4: 124,586 shares; 2025Q1: 134,710 shares 134,710 $3.48M 0.3% +10,124 Timeline MMIN 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; 2023Q2: 62,111 shares; 2023Q3: 71,697 shares; 2023Q4: 90,753 shares; 2024Q1: 118,778 shares; 2024Q2: 127,961 shares; 2024Q3: 140,916 shares; 2024Q4: 141,233 shares; 2025Q1: 147,030 shares 147,030 $3.47M 0.3% +5,797 Timeline JMBS 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; 2023Q2: 35,542 shares; 2023Q3: 38,683 shares; 2023Q4: 41,593 shares; 2024Q1: 57,035 shares; 2024Q2: 72,332 shares; 2024Q3: 78,908 shares; 2024Q4: 73,168 shares; 2025Q1: 74,065 shares 74,065 $3.35M 0.29% +897 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 19,399 shares; 2023Q3: 19,942 shares; 2023Q4: 19,932 shares; 2024Q1: 19,494 shares; 2024Q2: 21,059 shares; 2024Q3: 21,710 shares; 2024Q4: 21,713 shares; 2025Q1: 21,333 shares 21,333 $3.3M 0.29% -380 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,112 shares; 2023Q3: 2,075 shares; 2023Q4: 2,252 shares; 2024Q1: 2,001 shares; 2024Q2: 2,113 shares; 2024Q3: 20,979 shares; 2024Q4: 20,091 shares; 2025Q1: 19,406 shares 19,406 $3.25M 0.28% -685 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,632 shares; 2023Q3: 17,802 shares; 2023Q4: 17,607 shares; 2024Q1: 19,759 shares; 2024Q2: 19,181 shares; 2024Q3: 17,962 shares; 2024Q4: 17,557 shares; 2025Q1: 17,823 shares 17,823 $2.98M 0.26% +266 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 27,787 shares; 2025Q1: 27,787 shares 27,787 $2.89M 0.25% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 16,648 shares; 2023Q3: 17,436 shares; 2023Q4: 17,242 shares; 2024Q1: 17,104 shares; 2024Q2: 17,726 shares; 2024Q3: 18,156 shares; 2024Q4: 19,213 shares; 2025Q1: 18,305 shares 18,305 $2.86M 0.25% -908 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; 2023Q2: 23,517 shares; 2023Q3: 20,762 shares; 2023Q4: 22,706 shares; 2024Q1: 17,837 shares; 2024Q2: 18,437 shares; 2024Q3: 17,206 shares; 2024Q4: 20,281 shares; 2025Q1: 16,254 shares 16,254 $2.81M 0.24% -4,027 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; 2023Q2: 2,667 shares; 2023Q3: 2,566 shares; 2023Q4: 2,721 shares; 2024Q1: 2,917 shares; 2024Q2: 2,897 shares; 2024Q3: 3,144 shares; 2024Q4: 3,353 shares; 2025Q1: 3,375 shares 3,375 $2.79M 0.24% +22 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; 2023Q2: 29,085 shares; 2023Q3: 29,395 shares; 2023Q4: 33,695 shares; 2024Q1: 41,581 shares; 2024Q2: 57,536 shares; 2024Q3: 57,867 shares; 2024Q4: 61,553 shares; 2025Q1: 54,483 shares 54,483 $2.7M 0.23% -7,070 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 34,201 shares; 2023Q3: 37,969 shares; 2023Q4: 42,405 shares; 2024Q1: 47,393 shares; 2024Q2: 51,233 shares; 2024Q3: 53,275 shares; 2024Q4: 55,688 shares; 2025Q1: 57,117 shares 57,117 $2.68M 0.23% +1,429 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,139 shares; 2023Q3: 8,979 shares; 2023Q4: 8,724 shares; 2024Q1: 9,093 shares; 2024Q2: 8,994 shares; 2024Q3: 8,759 shares; 2024Q4: 9,988 shares; 2025Q1: 19,733 shares 19,733 $2.61M 0.23% +9,745 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; 2023Q2: 11,547 shares; 2023Q3: 11,375 shares; 2023Q4: 11,253 shares; 2024Q1: 10,463 shares; 2024Q2: 10,041 shares; 2024Q3: 9,436 shares; 2024Q4: 12,235 shares; 2025Q1: 12,475 shares 12,475 $2.58M 0.22% +240 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; 2023Q2: 17,600 shares; 2023Q3: 17,809 shares; 2023Q4: 17,469 shares; 2024Q1: 16,474 shares; 2024Q2: 16,543 shares; 2024Q3: 15,852 shares; 2024Q4: 15,843 shares; 2025Q1: 15,615 shares 15,615 $2.48M 0.21% -228 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; 2023Q2: 6,300 shares; 2023Q3: 6,277 shares; 2023Q4: 6,320 shares; 2024Q1: 6,500 shares; 2024Q2: 6,411 shares; 2024Q3: 6,393 shares; 2024Q4: 6,812 shares; 2025Q1: 6,316 shares 6,316 $2.31M 0.2% -496 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; 2023Q2: 4,963 shares; 2023Q3: 5,030 shares; 2023Q4: 5,233 shares; 2024Q1: 4,936 shares; 2024Q2: 4,884 shares; 2024Q3: 4,625 shares; 2024Q4: 4,559 shares; 2025Q1: 4,352 shares 4,352 $2.28M 0.2% -207 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; 2023Q2: 5,405 shares; 2023Q3: 5,418 shares; 2023Q4: 6,459 shares; 2024Q1: 8,941 shares; 2024Q2: 9,013 shares; 2024Q3: 10,075 shares; 2024Q4: 10,127 shares; 2025Q1: 9,091 shares 9,091 $2.26M 0.2% -1,036 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; 2023Q2: 14,771 shares; 2023Q3: 13,871 shares; 2023Q4: 14,364 shares; 2024Q1: 14,261 shares; 2024Q2: 13,514 shares; 2024Q3: 13,672 shares; 2024Q4: 13,459 shares; 2025Q1: 13,021 shares 13,021 $2.22M 0.19% -438 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,352 shares; 2023Q3: 7,393 shares; 2023Q4: 7,397 shares; 2024Q1: 8,007 shares; 2024Q2: 7,352 shares; 2024Q3: 7,154 shares; 2024Q4: 7,367 shares; 2025Q1: 8,235 shares 8,235 $2.13M 0.18% +868 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,821 shares; 2023Q3: 9,076 shares; 2023Q4: 9,497 shares; 2024Q1: 28,386 shares; 2024Q2: 25,239 shares; 2024Q3: 25,536 shares; 2024Q4: 23,131 shares; 2025Q1: 24,183 shares 24,183 $2.12M 0.18% +1,052 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 58,535 shares; 2024Q2: 56,853 shares; 2024Q3: 56,367 shares; 2024Q4: 56,631 shares; 2025Q1: 57,818 shares 57,818 $2.07M 0.18% +1,187 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,652 shares; 2023Q3: 7,652 shares; 2023Q4: 7,652 shares; 2024Q1: 7,652 shares; 2024Q2: 7,652 shares; 2024Q3: 7,652 shares; 2024Q4: 7,613 shares; 2025Q1: 7,613 shares 7,613 $2.03M 0.18% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,184 shares; 2023Q3: 7,057 shares; 2023Q4: 7,027 shares; 2024Q1: 6,795 shares; 2024Q2: 6,447 shares; 2024Q3: 6,180 shares; 2024Q4: 6,184 shares; 2025Q1: 6,486 shares 6,486 $2.03M 0.18% +302 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 67,825 shares; 2023Q3: 65,462 shares; 2023Q4: 62,884 shares; 2024Q1: 62,771 shares; 2024Q2: 60,720 shares; 2024Q3: 60,832 shares; 2024Q4: 59,980 shares; 2025Q1: 60,082 shares 60,082 $1.98M 0.17% +102 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,591 shares 52,591 $1.98M 0.17% 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; 2023Q2: 10,963 shares; 2023Q3: 10,485 shares; 2023Q4: 10,690 shares; 2024Q1: 10,074 shares; 2024Q2: 10,105 shares; 2024Q3: 9,752 shares; 2024Q4: 9,439 shares; 2025Q1: 9,409 shares 9,409 $1.97M 0.17% -30 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,716 shares; 2023Q3: 14,934 shares; 2023Q4: 15,027 shares; 2024Q1: 11,492 shares; 2024Q2: 11,302 shares; 2024Q3: 10,669 shares; 2024Q4: 9,973 shares; 2025Q1: 11,855 shares 11,855 $1.97M 0.17% +1,882 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 42,453 shares; 2023Q3: 40,679 shares; 2023Q4: 39,445 shares; 2024Q1: 38,355 shares; 2024Q2: 38,127 shares; 2024Q3: 38,237 shares; 2024Q4: 38,353 shares; 2025Q1: 37,670 shares 37,670 $1.94M 0.17% -683 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; 2023Q2: 3,011 shares; 2023Q3: 3,314 shares; 2023Q4: 3,918 shares; 2024Q1: 3,871 shares; 2024Q2: 3,784 shares; 2024Q3: 3,833 shares; 2024Q4: 3,710 shares; 2025Q1: 3,541 shares 3,541 $1.93M 0.17% -169 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,853 shares; 2023Q3: 9,072 shares; 2023Q4: 9,231 shares; 2024Q1: 9,763 shares; 2024Q2: 9,833 shares; 2024Q3: 10,850 shares; 2024Q4: 10,811 shares; 2025Q1: 11,132 shares 11,132 $1.9M 0.16% +321 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; 2023Q2: 6,427 shares; 2023Q3: 6,842 shares; 2023Q4: 6,296 shares; 2024Q1: 6,296 shares; 2024Q2: 6,296 shares; 2024Q3: 6,296 shares; 2024Q4: 7,597 shares; 2025Q1: 7,546 shares 7,546 $1.85M 0.16% -51 Timeline XLF 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; 2023Q2: 8,089 shares; 2023Q3: 7,934 shares; 2023Q4: 7,941 shares; 2024Q1: 21,287 shares; 2024Q2: 24,733 shares; 2024Q3: 31,024 shares; 2024Q4: 38,421 shares; 2025Q1: 36,858 shares 36,858 $1.84M 0.16% -1,563 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,778 shares; 2023Q3: 11,549 shares; 2023Q4: 11,953 shares; 2024Q1: 12,997 shares; 2024Q2: 13,583 shares; 2024Q3: 13,082 shares; 2024Q4: 12,674 shares; 2025Q1: 12,762 shares 12,762 $1.78M 0.15% +88 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 53,340 shares; 2023Q3: 55,308 shares; 2023Q4: 43,875 shares; 2024Q1: 40,874 shares; 2024Q2: 42,284 shares; 2024Q3: 58,519 shares; 2024Q4: 45,629 shares; 2025Q1: 48,138 shares 48,138 $1.77M 0.15% +2,509 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,451 shares; 2023Q3: 11,105 shares; 2023Q4: 11,170 shares; 2024Q1: 11,267 shares; 2024Q2: 9,802 shares; 2024Q3: 9,963 shares; 2024Q4: 28,895 shares; 2025Q1: 28,795 shares 28,795 $1.75M 0.15% -100 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; 2023Q2: 14,677 shares; 2023Q3: 14,462 shares; 2023Q4: 15,373 shares; 2024Q1: 15,640 shares; 2024Q2: 11,970 shares; 2024Q3: 10,688 shares; 2024Q4: 11,664 shares; 2025Q1: 11,788 shares 11,788 $1.72M 0.15% +124 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,862 shares; 2023Q3: 11,884 shares; 2023Q4: 11,933 shares; 2024Q1: 12,343 shares; 2024Q2: 12,121 shares; 2024Q3: 11,605 shares; 2024Q4: 11,607 shares; 2025Q1: 11,627 shares 11,627 $1.63M 0.14% +20 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,554 shares; 2023Q3: 21,858 shares; 2023Q4: 21,841 shares; 2024Q1: 21,801 shares; 2024Q2: 21,435 shares; 2024Q3: 16,964 shares; 2024Q4: 17,231 shares; 2025Q1: 16,968 shares 16,968 $1.59M 0.14% -263 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; 2023Q2: 42,843 shares; 2023Q3: 46,194 shares; 2023Q4: 40,527 shares; 2024Q1: 39,787 shares; 2024Q2: 37,927 shares; 2024Q3: 36,946 shares; 2024Q4: 38,279 shares; 2025Q1: 37,984 shares 37,984 $1.59M 0.14% -295 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 25,515 shares; 2023Q3: 25,602 shares; 2023Q4: 25,718 shares; 2024Q1: 25,771 shares; 2024Q2: 25,842 shares; 2024Q3: 25,896 shares; 2024Q4: 25,974 shares; 2025Q1: 26,023 shares 26,023 $1.57M 0.14% +49 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,031 shares; 2023Q3: 3,088 shares; 2023Q4: 2,939 shares; 2024Q1: 2,728 shares; 2024Q2: 2,858 shares; 2024Q3: 2,912 shares; 2024Q4: 2,881 shares; 2025Q1: 2,852 shares 2,852 $1.56M 0.14% -29 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,396 shares; 2023Q3: 1,500 shares; 2023Q4: 1,491 shares; 2024Q1: 1,566 shares; 2024Q2: 1,549 shares; 2024Q3: 1,631 shares; 2024Q4: 1,597 shares; 2025Q1: 1,613 shares 1,613 $1.5M 0.13% +16 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 34,832 shares; 2023Q3: 34,750 shares; 2023Q4: 34,867 shares; 2024Q1: 34,977 shares; 2024Q2: 35,114 shares; 2024Q3: 35,244 shares; 2024Q4: 35,376 shares; 2025Q1: 35,500 shares 35,500 $1.46M 0.13% +124 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,066 shares; 2023Q3: 19,053 shares; 2023Q4: 18,001 shares; 2024Q1: 17,650 shares; 2024Q2: 14,051 shares; 2024Q3: 13,834 shares; 2024Q4: 13,676 shares; 2025Q1: 13,247 shares 13,247 $1.46M 0.13% -429 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; 2023Q2: 58,105 shares; 2023Q3: 49,562 shares; 2023Q4: 50,988 shares; 2024Q1: 47,821 shares; 2024Q2: 50,457 shares; 2024Q3: 48,145 shares; 2024Q4: 49,954 shares; 2025Q1: 51,200 shares 51,200 $1.45M 0.13% +1,246 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; 2023Q2: 22,651 shares; 2023Q3: 24,039 shares; 2023Q4: 20,335 shares; 2024Q1: 19,855 shares; 2024Q2: 17,787 shares; 2024Q3: 17,764 shares; 2024Q4: 18,077 shares; 2025Q1: 19,618 shares 19,618 $1.41M 0.12% +1,541 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; 2023Q2: 21,876 shares; 2023Q3: 21,981 shares; 2023Q4: 20,645 shares; 2024Q1: 19,062 shares; 2024Q2: 19,554 shares; 2024Q3: 18,442 shares; 2024Q4: 18,175 shares; 2025Q1: 15,414 shares 15,414 $1.38M 0.12% -2,761 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,195 shares; 2023Q3: 11,427 shares; 2023Q4: 10,154 shares; 2024Q1: 10,837 shares; 2024Q2: 10,544 shares; 2024Q3: 10,226 shares; 2024Q4: 10,208 shares; 2025Q1: 9,787 shares 9,787 $1.37M 0.12% -421 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,764 shares; 2023Q3: 8,834 shares; 2023Q4: 9,123 shares; 2024Q1: 8,707 shares; 2024Q2: 8,897 shares; 2024Q3: 9,086 shares; 2024Q4: 9,123 shares; 2025Q1: 8,890 shares 8,890 $1.33M 0.12% -233 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,924 shares; 2023Q3: 5,904 shares; 2023Q4: 8,485 shares; 2024Q1: 6,791 shares; 2024Q2: 7,027 shares; 2024Q3: 6,860 shares; 2024Q4: 7,467 shares; 2025Q1: 6,941 shares 6,941 $1.31M 0.11% -526 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 33,220 shares; 2023Q3: 33,081 shares; 2023Q4: 29,178 shares; 2024Q1: 28,885 shares; 2024Q2: 28,508 shares; 2024Q3: 27,096 shares; 2024Q4: 25,907 shares; 2025Q1: 26,340 shares 26,340 $1.29M 0.11% +433 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 40,019 shares; 2023Q3: 39,896 shares; 2023Q4: 40,042 shares; 2024Q1: 35,799 shares; 2024Q2: 35,611 shares; 2024Q3: 34,521 shares; 2024Q4: 33,003 shares; 2025Q1: 34,716 shares 34,716 $1.28M 0.11% +1,713 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; 2023Q2: 1,244 shares; 2023Q3: 2,738 shares; 2023Q4: 2,645 shares; 2024Q1: 2,616 shares; 2024Q2: 2,660 shares; 2024Q3: 2,689 shares; 2024Q4: 2,574 shares; 2025Q1: 2,582 shares 2,582 $1.28M 0.11% +8 Timeline BSV 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; 2023Q2: 19,743 shares; 2023Q3: 19,709 shares; 2023Q4: 17,024 shares; 2024Q1: 16,507 shares; 2024Q2: 16,901 shares; 2024Q3: 16,024 shares; 2024Q4: 16,329 shares; 2025Q1: 15,687 shares 15,687 $1.23M 0.11% -642 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,013 shares; 2023Q3: 3,486 shares; 2023Q4: 3,799 shares; 2024Q1: 4,032 shares; 2024Q2: 4,388 shares; 2024Q3: 4,452 shares; 2024Q4: 3,648 shares; 2025Q1: 3,913 shares 3,913 $1.22M 0.11% +265 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; 2023Q2: 4,682 shares; 2023Q3: 4,751 shares; 2023Q4: 4,545 shares; 2024Q1: 4,654 shares; 2024Q2: 4,664 shares; 2024Q3: 4,664 shares; 2024Q4: 4,575 shares; 2025Q1: 4,420 shares 4,420 $1.2M 0.1% -155 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; 2023Q2: 4,465 shares; 2023Q3: 6,118 shares; 2023Q4: 5,509 shares; 2024Q1: 5,470 shares; 2024Q2: 5,613 shares; 2024Q3: 5,537 shares; 2024Q4: 5,059 shares; 2025Q1: 5,518 shares 5,518 $1.2M 0.1% +459 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 35,539 shares; 2023Q3: 33,040 shares; 2023Q4: 28,813 shares; 2024Q1: 28,952 shares; 2024Q2: 31,330 shares; 2024Q3: 29,024 shares; 2024Q4: 26,887 shares; 2025Q1: 26,044 shares 26,044 $1.18M 0.1% -843 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; 2023Q2: 12,234 shares; 2023Q3: 11,751 shares; 2023Q4: 8,278 shares; 2024Q1: 13,368 shares; 2024Q2: 15,834 shares; 2024Q3: 17,139 shares; 2024Q4: 19,103 shares; 2025Q1: 19,296 shares 19,296 $1.18M 0.1% +193 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,161 shares; 2023Q3: 2,816 shares; 2023Q4: 2,662 shares; 2024Q1: 2,956 shares; 2024Q2: 3,015 shares; 2024Q3: 3,129 shares; 2024Q4: 3,337 shares; 2025Q1: 4,369 shares 4,369 $1.17M 0.1% +1,032 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; 2023Q2: 8,954 shares; 2023Q3: 8,902 shares; 2023Q4: 11,317 shares; 2024Q1: 8,450 shares; 2024Q2: 12,108 shares; 2024Q3: 14,684 shares; 2024Q4: 44,252 shares; 2025Q1: 41,890 shares 41,890 $1.17M 0.1% -2,362 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,290 shares; 2023Q3: 9,401 shares; 2023Q4: 10,466 shares; 2024Q1: 9,343 shares; 2024Q2: 8,450 shares; 2024Q3: 7,936 shares; 2024Q4: 8,068 shares; 2025Q1: 9,573 shares 9,573 $1.17M 0.1% +1,505 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,849 shares; 2023Q3: 3,718 shares; 2023Q4: 3,690 shares; 2024Q1: 3,737 shares; 2024Q2: 3,773 shares; 2024Q3: 3,721 shares; 2024Q4: 3,750 shares; 2025Q1: 3,841 shares 3,841 $1.16M 0.1% +91 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,949 shares; 2023Q3: 6,767 shares; 2023Q4: 6,688 shares; 2024Q1: 6,116 shares; 2024Q2: 5,856 shares; 2024Q3: 5,849 shares; 2024Q4: 5,833 shares; 2025Q1: 5,669 shares 5,669 $1.15M 0.1% -164 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; 2023Q2: 24,709 shares; 2023Q3: 22,127 shares; 2023Q4: 23,403 shares; 2024Q1: 24,346 shares; 2024Q2: 22,445 shares; 2024Q3: 20,627 shares; 2024Q4: 16,926 shares; 2025Q1: 18,555 shares 18,555 $1.15M 0.1% +1,629 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; 2023Q2: 2,845 shares; 2023Q3: 2,793 shares; 2023Q4: 2,666 shares; 2024Q1: 2,848 shares; 2024Q2: 2,765 shares; 2024Q3: 3,747 shares; 2024Q4: 4,060 shares; 2025Q1: 4,233 shares 4,233 $1.14M 0.1% +173 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,737 shares; 2024Q4: 8,267 shares; 2025Q1: 16,920 shares 16,920 $1.11M 0.1% +8,653 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; 2023Q2: 10,145 shares; 2023Q3: 10,021 shares; 2023Q4: 9,174 shares; 2024Q1: 10,363 shares; 2024Q2: 10,565 shares; 2024Q3: 9,643 shares; 2024Q4: 10,438 shares; 2025Q1: 11,041 shares 11,041 $1.09M 0.09% +603 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,062 shares; 2025Q1: 8,062 shares 8,062 $1.08M 0.09% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,791 shares; 2023Q3: 9,464 shares; 2023Q4: 9,332 shares; 2024Q1: 9,867 shares; 2024Q2: 9,510 shares; 2024Q3: 9,538 shares; 2024Q4: 10,059 shares; 2025Q1: 10,934 shares 10,934 $1.07M 0.09% +875 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; 2023Q2: 15,059 shares; 2023Q3: 15,471 shares; 2023Q4: 16,878 shares; 2024Q1: 16,594 shares; 2024Q2: 16,724 shares; 2024Q3: 16,410 shares; 2024Q4: 15,397 shares; 2025Q1: 14,429 shares 14,429 $1.04M 0.09% -968 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 167,605 shares; 2023Q3: 168,073 shares; 2023Q4: 165,554 shares; 2024Q1: 42,481 shares; 2024Q2: 42,481 shares; 2024Q3: 156,208 shares; 2024Q4: 156,054 shares; 2025Q1: 23,971 shares 23,971 $1.03M 0.09% -132,083 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,720 shares; 2023Q3: 10,193 shares; 2023Q4: 9,045 shares; 2024Q1: 9,310 shares; 2024Q2: 9,771 shares; 2024Q3: 9,947 shares; 2024Q4: 10,142 shares; 2025Q1: 10,250 shares 10,250 $1.02M 0.09% +108 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 51,460 shares; 2023Q3: 51,460 shares; 2023Q4: 51,858 shares; 2024Q1: 51,419 shares; 2024Q2: 51,419 shares; 2024Q3: 51,419 shares; 2024Q4: 51,742 shares; 2025Q1: 51,742 shares 51,742 $1.01M 0.09% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 24,346 shares; 2023Q3: 24,511 shares; 2023Q4: 24,691 shares; 2024Q1: 24,734 shares; 2024Q2: 25,102 shares; 2024Q3: 25,220 shares; 2024Q4: 25,411 shares; 2025Q1: 25,479 shares 25,479 $1M 0.09% +68 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; 2023Q2: 29,532 shares; 2023Q3: 24,834 shares; 2023Q4: 26,029 shares; 2024Q1: 25,874 shares; 2024Q2: 26,166 shares; 2024Q3: 24,595 shares; 2024Q4: 18,842 shares; 2025Q1: 16,493 shares 16,493 $986K 0.09% -2,349 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 43,943 shares; 2024Q2: 40,050 shares; 2024Q3: 38,273 shares; 2024Q4: 38,273 shares; 2025Q1: 38,273 shares 38,273 $977K 0.08% 0 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; 2023Q2: 1,050 shares; 2023Q3: 1,954 shares; 2023Q4: 1,852 shares; 2024Q1: 1,835 shares; 2024Q2: 1,887 shares; 2024Q3: 1,886 shares; 2024Q4: 1,900 shares; 2025Q1: 1,914 shares 1,914 $973K 0.08% +14 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 14,149 shares; 2023Q3: 14,153 shares; 2023Q4: 11,916 shares; 2024Q1: 11,211 shares; 2024Q2: 11,136 shares; 2024Q3: 10,440 shares; 2024Q4: 10,371 shares; 2025Q1: 10,365 shares 10,365 $962K 0.08% -6 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; 2023Q2: 13,304 shares; 2023Q3: 11,531 shares; 2023Q4: 10,698 shares; 2024Q1: 9,669 shares; 2024Q2: 8,202 shares; 2024Q3: 8,039 shares; 2024Q4: 7,979 shares; 2025Q1: 7,335 shares 7,335 $946K 0.08% -644 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 19,989 shares; 2023Q3: 20,648 shares; 2023Q4: 18,467 shares; 2024Q1: 20,316 shares; 2024Q2: 20,179 shares; 2024Q3: 20,940 shares; 2024Q4: 20,828 shares; 2025Q1: 21,314 shares 21,314 $944K 0.08% +486 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,044 shares; 2025Q1: 985 shares 985 $932K 0.08% -59 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 40,284 shares; 2023Q3: 40,284 shares; 2023Q4: 40,284 shares; 2024Q1: 40,284 shares; 2024Q2: 40,284 shares; 2024Q3: 40,855 shares; 2024Q4: 40,883 shares; 2025Q1: 40,290 shares 40,290 $901K 0.08% -593 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; 2023Q2: 3,052 shares; 2023Q3: 3,354 shares; 2023Q4: 3,175 shares; 2024Q1: 3,105 shares; 2024Q2: 4,642 shares; 2024Q3: 5,767 shares; 2024Q4: 5,474 shares; 2025Q1: 5,387 shares 5,387 $894K 0.08% -87 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 18,477 shares; 2023Q3: 17,706 shares; 2023Q4: 16,882 shares; 2024Q1: 16,439 shares; 2024Q2: 15,931 shares; 2024Q3: 15,816 shares; 2024Q4: 16,603 shares; 2025Q1: 14,974 shares 14,974 $883K 0.08% -1,629 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 34,306 shares; 2023Q3: 39,019 shares; 2023Q4: 33,339 shares; 2024Q1: 37,265 shares; 2024Q2: 37,473 shares; 2024Q3: 35,535 shares; 2024Q4: 28,067 shares; 2025Q1: 34,602 shares 34,602 $877K 0.08% +6,535 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; 2023Q2: 4,742 shares; 2023Q3: 5,519 shares; 2023Q4: 5,237 shares; 2024Q1: 5,320 shares; 2024Q2: 5,570 shares; 2024Q3: 5,547 shares; 2024Q4: 5,243 shares; 2025Q1: 4,825 shares 4,825 $848K 0.07% -418 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; 2023Q2: 864 shares; 2023Q3: 884 shares; 2023Q4: 880 shares; 2024Q1: 834 shares; 2024Q2: 898 shares; 2024Q3: 904 shares; 2024Q4: 824 shares; 2025Q1: 887 shares 887 $839K 0.07% +63 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,365 shares; 2023Q3: 12,387 shares; 2023Q4: 10,533 shares; 2024Q1: 10,378 shares; 2024Q2: 10,378 shares; 2024Q3: 10,131 shares; 2024Q4: 10,151 shares; 2025Q1: 10,146 shares 10,146 $837K 0.07% -5 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 613 shares; 2023Q3: 1,666 shares; 2023Q4: 1,664 shares; 2024Q1: 1,659 shares; 2024Q2: 1,712 shares; 2024Q3: 1,279 shares; 2024Q4: 1,291 shares; 2025Q1: 1,344 shares 1,344 $825K 0.07% +53 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,380 shares; 2023Q3: 12,380 shares; 2023Q4: 11,185 shares; 2024Q1: 10,814 shares; 2024Q2: 10,542 shares; 2024Q3: 9,596 shares; 2024Q4: 9,602 shares; 2025Q1: 9,608 shares 9,608 $817K 0.07% +6 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; 2023Q2: 4,594 shares; 2023Q3: 4,504 shares; 2023Q4: 4,346 shares; 2024Q1: 4,339 shares; 2024Q2: 4,282 shares; 2024Q3: 4,468 shares; 2024Q4: 4,163 shares; 2025Q1: 4,134 shares 4,134 $816K 0.07% -29 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,785 shares; 2023Q3: 6,731 shares; 2023Q4: 6,630 shares; 2024Q1: 4,752 shares; 2024Q2: 6,618 shares; 2024Q3: 7,225 shares; 2024Q4: 7,323 shares; 2025Q1: 7,416 shares 7,416 $808K 0.07% +93 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,461 shares; 2023Q3: 9,152 shares; 2023Q4: 9,120 shares; 2024Q1: 9,172 shares; 2024Q2: 9,595 shares; 2024Q3: 9,709 shares; 2024Q4: 9,503 shares; 2025Q1: 10,319 shares 10,319 $808K 0.07% +816 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,239 shares; 2023Q3: 5,408 shares; 2023Q4: 5,217 shares; 2024Q1: 5,210 shares; 2024Q2: 7,090 shares; 2024Q3: 6,051 shares; 2024Q4: 6,736 shares; 2025Q1: 6,629 shares 6,629 $807K 0.07% -107 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,238 shares; 2023Q3: 2,382 shares; 2023Q4: 3,214 shares; 2024Q1: 2,660 shares; 2024Q2: 2,562 shares; 2024Q3: 2,649 shares; 2024Q4: 2,584 shares; 2025Q1: 2,392 shares 2,392 $789K 0.07% -192 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 433 shares; 2023Q3: 518 shares; 2023Q4: 602 shares; 2024Q1: 615 shares; 2024Q2: 632 shares; 2024Q3: 635 shares; 2024Q4: 680 shares; 2025Q1: 988 shares 988 $787K 0.07% +308 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,535 shares; 2023Q3: 5,625 shares; 2023Q4: 5,136 shares; 2024Q1: 5,445 shares; 2024Q2: 5,264 shares; 2024Q3: 5,671 shares; 2024Q4: 5,563 shares; 2025Q1: 5,869 shares 5,869 $779K 0.07% +306 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,180 shares; 2023Q3: 1,198 shares; 2023Q4: 1,103 shares; 2024Q1: 1,156 shares; 2024Q2: 1,186 shares; 2024Q3: 1,211 shares; 2024Q4: 2,599 shares; 2025Q1: 3,395 shares 3,395 $778K 0.07% +796 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,620 shares; 2023Q3: 13,480 shares; 2023Q4: 9,922 shares; 2024Q1: 7,598 shares; 2024Q2: 7,025 shares; 2024Q3: 8,743 shares; 2024Q4: 9,635 shares; 2025Q1: 9,503 shares 9,503 $776K 0.07% -132 Timeline XLC 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; 2023Q2: 12,821 shares; 2023Q3: 12,686 shares; 2023Q4: 14,038 shares; 2024Q1: 13,489 shares; 2024Q2: 12,645 shares; 2024Q3: 8,761 shares; 2024Q4: 8,594 shares; 2025Q1: 8,019 shares 8,019 $773K 0.07% -575 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,019 shares; 2023Q3: 6,835 shares; 2023Q4: 6,999 shares; 2024Q1: 6,898 shares; 2024Q2: 7,931 shares; 2024Q3: 7,440 shares; 2024Q4: 8,723 shares; 2025Q1: 11,354 shares 11,354 $769K 0.07% +2,631 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,788 shares; 2023Q3: 13,187 shares; 2023Q4: 12,614 shares; 2024Q1: 11,750 shares; 2024Q2: 11,146 shares; 2024Q3: 11,166 shares; 2024Q4: 11,062 shares; 2025Q1: 12,065 shares 12,065 $766K 0.07% +1,003 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,726 shares; 2023Q3: 2,858 shares; 2023Q4: 2,944 shares; 2024Q1: 3,088 shares; 2024Q2: 3,005 shares; 2024Q3: 2,940 shares; 2024Q4: 2,936 shares; 2025Q1: 2,889 shares 2,889 $764K 0.07% -47 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; 2023Q2: 5,238 shares; 2023Q3: 5,496 shares; 2023Q4: 4,591 shares; 2024Q1: 4,769 shares; 2024Q2: 5,338 shares; 2024Q3: 4,140 shares; 2024Q4: 4,027 shares; 2025Q1: 4,205 shares 4,205 $756K 0.07% +178 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,376 shares; 2023Q3: 2,264 shares; 2023Q4: 1,961 shares; 2024Q1: 2,024 shares; 2024Q2: 1,807 shares; 2024Q3: 1,848 shares; 2024Q4: 1,881 shares; 2025Q1: 1,676 shares 1,676 $748K 0.06% -205 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 52,314 shares; 2023Q3: 53,036 shares; 2023Q4: 48,293 shares; 2024Q1: 51,498 shares; 2024Q2: 50,447 shares; 2024Q3: 49,899 shares; 2024Q4: 49,275 shares; 2025Q1: 49,371 shares 49,371 $741K 0.06% +96 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 82,715 shares; 2023Q3: 86,261 shares; 2023Q4: 85,126 shares; 2024Q1: 18,759 shares; 2024Q2: 18,759 shares; 2024Q3: 26,393 shares; 2024Q4: 26,393 shares; 2025Q1: 26,393 shares 26,393 $738K 0.06% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,790 shares; 2023Q3: 1,666 shares; 2023Q4: 1,777 shares; 2024Q1: 1,925 shares; 2024Q2: 1,997 shares; 2024Q3: 2,236 shares; 2024Q4: 2,269 shares; 2025Q1: 2,343 shares 2,343 $731K 0.06% +74 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,206 shares; 2023Q3: 2,565 shares; 2023Q4: 2,450 shares; 2024Q1: 2,696 shares; 2024Q2: 2,922 shares; 2024Q3: 3,144 shares; 2024Q4: 3,535 shares; 2025Q1: 3,614 shares 3,614 $723K 0.06% +79 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,141 shares; 2024Q1: 2,586 shares; 2024Q2: 2,625 shares; 2024Q3: 2,699 shares; 2024Q4: 2,776 shares; 2025Q1: 2,679 shares 2,679 $715K 0.06% -97 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,761 shares 30,761 $712K 0.06% 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; 2023Q2: 10,221 shares; 2023Q3: 12,290 shares; 2023Q4: 11,220 shares; 2024Q1: 9,592 shares; 2024Q2: 9,658 shares; 2024Q3: 8,646 shares; 2024Q4: 7,702 shares; 2025Q1: 7,927 shares 7,927 $712K 0.06% +225 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,075 shares; 2023Q3: 17,300 shares; 2023Q4: 16,678 shares; 2024Q1: 15,993 shares; 2024Q2: 15,776 shares; 2024Q3: 12,923 shares; 2024Q4: 14,966 shares; 2025Q1: 15,288 shares 15,288 $708K 0.06% +322 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,332 shares; 2023Q3: 2,627 shares; 2023Q4: 2,980 shares; 2024Q1: 3,208 shares; 2024Q2: 2,677 shares; 2024Q3: 2,795 shares; 2024Q4: 2,689 shares; 2025Q1: 2,954 shares 2,954 $698K 0.06% +265 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; 2023Q2: 2,808 shares; 2023Q3: 2,836 shares; 2023Q4: 2,956 shares; 2024Q1: 2,470 shares; 2024Q2: 4,041 shares; 2024Q3: 4,074 shares; 2024Q4: 4,111 shares; 2025Q1: 3,252 shares 3,252 $689K 0.06% -859 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,041 shares; 2023Q3: 13,512 shares; 2023Q4: 8,404 shares; 2024Q1: 9,593 shares; 2024Q2: 9,100 shares; 2024Q3: 8,389 shares; 2024Q4: 10,478 shares; 2025Q1: 11,230 shares 11,230 $669K 0.06% +752 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; 2023Q2: 2,657 shares; 2023Q3: 2,622 shares; 2023Q4: 2,266 shares; 2024Q1: 2,284 shares; 2024Q2: 2,234 shares; 2024Q3: 2,081 shares; 2024Q4: 2,171 shares; 2025Q1: 2,175 shares 2,175 $665K 0.06% +4 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,617 shares; 2023Q3: 1,600 shares; 2023Q4: 2,518 shares; 2024Q1: 2,613 shares; 2024Q2: 2,707 shares; 2024Q3: 2,159 shares; 2024Q4: 2,663 shares; 2025Q1: 2,504 shares 2,504 $664K 0.06% -159 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; 2023Q2: 13,290 shares; 2023Q3: 12,495 shares; 2023Q4: 9,660 shares; 2024Q1: 14,008 shares; 2024Q2: 13,074 shares; 2024Q3: 12,070 shares; 2024Q4: 12,677 shares; 2025Q1: 11,582 shares 11,582 $662K 0.06% -1,095 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,794 shares; 2023Q3: 4,734 shares; 2023Q4: 4,474 shares; 2024Q1: 4,622 shares; 2024Q2: 4,752 shares; 2024Q3: 5,257 shares; 2024Q4: 5,600 shares; 2025Q1: 5,513 shares 5,513 $643K 0.06% -87 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 434 shares; 2023Q3: 439 shares; 2023Q4: 433 shares; 2024Q1: 411 shares; 2024Q2: 21,000 shares; 2024Q3: 20,695 shares; 2024Q4: 12,945 shares; 2025Q1: 12,787 shares 12,787 $642K 0.06% -158 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 326 shares; 2024Q3: 328 shares; 2024Q4: 526 shares; 2025Q1: 526 shares 526 $632K 0.05% 0 SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,911 shares 31,911 $631K 0.05% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,325 shares; 2023Q3: 7,814 shares; 2023Q4: 7,966 shares; 2024Q1: 6,353 shares; 2024Q2: 7,923 shares; 2024Q3: 5,819 shares; 2024Q4: 6,829 shares; 2025Q1: 6,809 shares 6,809 $625K 0.05% -20 Timeline BIV 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; 2023Q2: 9,871 shares; 2023Q3: 9,854 shares; 2023Q4: 8,403 shares; 2024Q1: 8,159 shares; 2024Q2: 8,423 shares; 2024Q3: 7,942 shares; 2024Q4: 7,618 shares; 2025Q1: 8,074 shares 8,074 $618K 0.05% +456 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; 2023Q2: 1,831 shares; 2023Q3: 1,805 shares; 2023Q4: 1,750 shares; 2024Q1: 1,739 shares; 2024Q2: 1,755 shares; 2024Q3: 1,774 shares; 2024Q4: 1,767 shares; 2025Q1: 1,758 shares 1,758 $614K 0.05% -9 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,682 shares; 2023Q3: 5,964 shares; 2023Q4: 5,873 shares; 2024Q1: 5,635 shares; 2024Q2: 5,442 shares; 2024Q3: 6,462 shares; 2024Q4: 5,330 shares; 2025Q1: 5,452 shares 5,452 $609K 0.05% +122 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; 2023Q2: 1,269 shares; 2023Q3: 1,279 shares; 2023Q4: 1,279 shares; 2024Q1: 1,279 shares; 2024Q2: 1,338 shares; 2024Q3: 1,294 shares; 2024Q4: 1,194 shares; 2025Q1: 1,120 shares 1,120 $607K 0.05% -74 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,408 shares; 2024Q2: 3,955 shares; 2024Q3: 3,957 shares; 2024Q4: 7,429 shares; 2025Q1: 7,084 shares 7,084 $606K 0.05% -345 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,269 shares; 2023Q3: 1,264 shares; 2023Q4: 1,192 shares; 2024Q1: 1,176 shares; 2024Q2: 1,178 shares; 2024Q3: 1,204 shares; 2024Q4: 1,326 shares; 2025Q1: 1,247 shares 1,247 $605K 0.05% -79 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,528 shares; 2023Q3: 5,134 shares; 2023Q4: 4,676 shares; 2024Q1: 4,459 shares; 2024Q2: 4,804 shares; 2024Q3: 4,804 shares; 2024Q4: 4,804 shares; 2025Q1: 4,770 shares 4,770 $601K 0.05% -34 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,783 shares; 2023Q3: 3,943 shares; 2023Q4: 4,042 shares; 2024Q1: 5,555 shares; 2024Q2: 5,278 shares; 2024Q3: 5,092 shares; 2024Q4: 5,642 shares; 2025Q1: 5,439 shares 5,439 $596K 0.05% -203 Timeline BLV 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; 2023Q2: 9,517 shares; 2023Q3: 9,616 shares; 2023Q4: 8,785 shares; 2024Q1: 8,720 shares; 2024Q2: 9,290 shares; 2024Q3: 8,181 shares; 2024Q4: 7,964 shares; 2025Q1: 8,452 shares 8,452 $595K 0.05% +488 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; 2023Q2: 3,533 shares; 2023Q3: 3,518 shares; 2023Q4: 3,528 shares; 2024Q1: 3,532 shares; 2024Q2: 3,779 shares; 2024Q3: 3,779 shares; 2024Q4: 4,699 shares; 2025Q1: 3,705 shares 3,705 $595K 0.05% -994 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,804 shares; 2023Q3: 2,884 shares; 2023Q4: 2,896 shares; 2024Q1: 2,732 shares; 2024Q2: 2,588 shares; 2024Q3: 2,569 shares; 2024Q4: 2,575 shares; 2025Q1: 2,464 shares 2,464 $587K 0.05% -111 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; 2023Q2: 10,894 shares; 2023Q3: 10,901 shares; 2023Q4: 8,502 shares; 2024Q1: 9,681 shares; 2024Q2: 10,105 shares; 2024Q3: 9,109 shares; 2024Q4: 8,420 shares; 2025Q1: 8,274 shares 8,274 $587K 0.05% -146 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,971 shares; 2023Q3: 3,060 shares; 2023Q4: 4,215 shares; 2024Q1: 2,900 shares; 2024Q2: 2,943 shares; 2024Q3: 2,819 shares; 2024Q4: 3,233 shares; 2025Q1: 2,890 shares 2,890 $577K 0.05% -343 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,455 shares; 2023Q3: 1,378 shares; 2023Q4: 1,291 shares; 2024Q1: 1,303 shares; 2024Q2: 1,311 shares; 2024Q3: 1,322 shares; 2024Q4: 1,270 shares; 2025Q1: 1,189 shares 1,189 $554K 0.05% -81 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,590 shares; 2023Q3: 7,458 shares; 2023Q4: 7,310 shares; 2024Q1: 7,405 shares; 2024Q2: 9,405 shares; 2024Q3: 8,835 shares; 2024Q4: 8,835 shares; 2025Q1: 8,846 shares 8,846 $546K 0.05% +11 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,700 shares; 2023Q3: 13,724 shares; 2023Q4: 13,863 shares; 2024Q1: 13,863 shares; 2024Q2: 13,867 shares; 2024Q3: 13,485 shares; 2024Q4: 11,583 shares; 2025Q1: 11,607 shares 11,607 $542K 0.05% +24 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,000 shares; 2023Q3: 10,029 shares; 2023Q4: 10,029 shares; 2024Q1: 10,029 shares; 2024Q2: 10,009 shares; 2024Q3: 10,000 shares; 2024Q4: 9,379 shares; 2025Q1: 4,711 shares 4,711 $538K 0.05% -4,668 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,386 shares; 2023Q3: 17,784 shares; 2023Q4: 11,883 shares; 2024Q1: 13,515 shares; 2024Q2: 13,480 shares; 2024Q3: 12,809 shares; 2024Q4: 12,959 shares; 2025Q1: 13,051 shares 13,051 $537K 0.05% +92 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,144 shares; 2023Q3: 2,129 shares; 2023Q4: 1,865 shares; 2024Q1: 1,861 shares; 2024Q2: 1,893 shares; 2024Q3: 1,850 shares; 2024Q4: 2,413 shares; 2025Q1: 2,419 shares 2,419 $534K 0.05% +6 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,287 shares; 2023Q3: 3,211 shares; 2023Q4: 3,211 shares; 2024Q1: 3,211 shares; 2024Q2: 3,211 shares; 2024Q3: 2,958 shares; 2024Q4: 2,958 shares; 2025Q1: 3,103 shares 3,103 $530K 0.05% +145 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,560 shares; 2023Q3: 4,559 shares; 2023Q4: 4,567 shares; 2024Q1: 3,908 shares; 2024Q2: 3,908 shares; 2024Q3: 3,901 shares; 2024Q4: 4,569 shares; 2025Q1: 2,800 shares 2,800 $530K 0.05% -1,769 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,015 shares; 2023Q3: 1,022 shares; 2023Q4: 1,359 shares; 2024Q1: 1,332 shares; 2024Q2: 1,117 shares; 2024Q3: 1,048 shares; 2024Q4: 1,138 shares; 2025Q1: 1,032 shares 1,032 $529K 0.05% -106 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,705 shares; 2023Q3: 4,553 shares; 2023Q4: 5,010 shares; 2024Q1: 4,710 shares; 2024Q2: 4,545 shares; 2024Q3: 5,753 shares; 2024Q4: 5,305 shares; 2025Q1: 4,696 shares 4,696 $526K 0.05% -609 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 541 shares; 2023Q3: 662 shares; 2023Q4: 682 shares; 2024Q1: 649 shares; 2024Q2: 732 shares; 2024Q3: 658 shares; 2024Q4: 694 shares; 2025Q1: 645 shares 645 $526K 0.05% -49 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 744 shares; 2024Q2: 914 shares; 2024Q3: 988 shares; 2024Q4: 1,179 shares; 2025Q1: 1,200 shares 1,200 $513K 0.04% +21 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,682 shares; 2023Q3: 15,342 shares; 2023Q4: 15,342 shares; 2024Q1: 12,544 shares; 2024Q2: 14,346 shares; 2024Q3: 14,026 shares; 2024Q4: 14,043 shares; 2025Q1: 14,038 shares 14,038 $512K 0.04% -5 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 798,058 shares; 2023Q3: 858,107 shares; 2023Q4: 891,037 shares; 2024Q1: 931,136 shares; 2024Q2: 915,132 shares; 2024Q3: 902,599 shares; 2024Q4: 946,502 shares; 2025Q1: 22,997 shares 22,997 $497K 0.04% -923,505 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; 2023Q2: 15,156 shares; 2023Q3: 19,797 shares; 2023Q4: 20,716 shares; 2024Q1: 21,337 shares; 2024Q2: 20,912 shares; 2024Q3: 19,674 shares; 2024Q4: 10,984 shares; 2025Q1: 10,563 shares 10,563 $497K 0.04% -421 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,540 shares 5,540 $493K 0.04% 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; 2023Q2: 3,168 shares; 2023Q3: 2,749 shares; 2023Q4: 2,986 shares; 2024Q1: 3,318 shares; 2024Q2: 3,333 shares; 2024Q3: 3,689 shares; 2024Q4: 3,874 shares; 2025Q1: 3,841 shares 3,841 $493K 0.04% -33 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 36,188 shares; 2023Q3: 36,188 shares; 2023Q4: 36,188 shares; 2024Q1: 36,188 shares; 2024Q2: 36,188 shares; 2024Q3: 36,204 shares; 2024Q4: 36,252 shares; 2025Q1: 36,234 shares 36,234 $487K 0.04% -18 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,634 shares; 2023Q3: 2,520 shares; 2023Q4: 2,443 shares; 2024Q1: 7,065 shares; 2024Q2: 6,421 shares; 2024Q3: 6,381 shares; 2024Q4: 6,319 shares; 2025Q1: 6,156 shares 6,156 $484K 0.04% -163 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; 2023Q2: 1,201 shares; 2023Q3: 1,273 shares; 2023Q4: 1,208 shares; 2024Q1: 1,162 shares; 2024Q2: 1,168 shares; 2024Q3: 1,108 shares; 2024Q4: 1,029 shares; 2025Q1: 971 shares 971 $483K 0.04% -58 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,117 shares; 2023Q3: 1,868 shares; 2023Q4: 1,868 shares; 2024Q1: 1,880 shares; 2024Q2: 1,880 shares; 2024Q3: 1,830 shares; 2024Q4: 1,830 shares; 2025Q1: 1,830 shares 1,830 $470K 0.04% 0 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 970 shares; 2024Q1: not reported; 2024Q2: 903 shares; 2024Q3: not reported; 2024Q4: 1,890 shares; 2025Q1: 1,846 shares 1,846 $465K 0.04% -44 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,791 shares; 2023Q3: 4,548 shares; 2023Q4: 4,548 shares; 2024Q1: 4,588 shares; 2024Q2: 6,525 shares; 2024Q3: 4,682 shares; 2024Q4: 18,352 shares; 2025Q1: 18,560 shares 18,560 $465K 0.04% +208 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 10,379 shares; 2023Q4: 10,379 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,537 shares; 2024Q4: 10,537 shares; 2025Q1: 10,042 shares 10,042 $464K 0.04% -495 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; 2023Q2: 1,056 shares; 2023Q3: 1,072 shares; 2023Q4: 1,125 shares; 2024Q1: 1,281 shares; 2024Q2: 1,472 shares; 2024Q3: 1,492 shares; 2024Q4: 1,530 shares; 2025Q1: 1,572 shares 1,572 $464K 0.04% +42 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,562 shares; 2023Q3: 1,635 shares; 2023Q4: 1,708 shares; 2024Q1: 1,706 shares; 2024Q2: 1,443 shares; 2024Q3: 1,152 shares; 2024Q4: 1,064 shares; 2025Q1: 1,054 shares 1,054 $461K 0.04% -10 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,533 shares; 2023Q3: 2,576 shares; 2023Q4: 2,715 shares; 2024Q1: 2,802 shares; 2024Q2: 2,850 shares; 2024Q3: 3,046 shares; 2024Q4: 3,068 shares; 2025Q1: 2,675 shares 2,675 $461K 0.04% -393 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,291 shares; 2023Q3: 9,602 shares; 2023Q4: 9,602 shares; 2024Q1: 3,930 shares; 2024Q2: 5,214 shares; 2024Q3: 5,214 shares; 2024Q4: 4,681 shares; 2025Q1: 4,923 shares 4,923 $457K 0.04% +242 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; 2023Q2: 2,060 shares; 2023Q3: 2,084 shares; 2023Q4: 1,816 shares; 2024Q1: 2,038 shares; 2024Q2: 2,070 shares; 2024Q3: 2,037 shares; 2024Q4: 2,015 shares; 2025Q1: 1,933 shares 1,933 $451K 0.04% -82 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,544 shares; 2023Q3: 8,405 shares; 2023Q4: 9,606 shares; 2024Q1: 9,912 shares; 2024Q2: 10,645 shares; 2024Q3: 10,667 shares; 2024Q4: 11,598 shares; 2025Q1: 4,708 shares 4,708 $450K 0.04% -6,890 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; 2023Q2: 6,754 shares; 2023Q3: 6,085 shares; 2023Q4: 5,573 shares; 2024Q1: 5,066 shares; 2024Q2: 5,056 shares; 2024Q3: 4,878 shares; 2024Q4: 4,921 shares; 2025Q1: 5,119 shares 5,119 $445K 0.04% +198 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,034 shares; 2023Q3: 4,042 shares; 2023Q4: 3,323 shares; 2024Q1: 3,776 shares; 2024Q2: 3,755 shares; 2024Q3: 3,627 shares; 2024Q4: 3,396 shares; 2025Q1: 3,719 shares 3,719 $443K 0.04% +323 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,954 shares; 2023Q3: 2,935 shares; 2023Q4: 2,855 shares; 2024Q1: 3,852 shares; 2024Q2: 3,840 shares; 2024Q3: 3,782 shares; 2024Q4: 3,346 shares; 2025Q1: 2,940 shares 2,940 $428K 0.04% -406 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 22,102 shares; 2023Q3: 20,044 shares; 2023Q4: 16,801 shares; 2024Q1: 14,740 shares; 2024Q2: 15,403 shares; 2024Q3: 15,302 shares; 2024Q4: 15,140 shares; 2025Q1: 15,010 shares 15,010 $428K 0.04% -130 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,898 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,250 shares; 2025Q1: 7,250 shares 7,250 $427K 0.04% 0 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; 2023Q2: 1,963 shares; 2023Q3: not reported; 2023Q4: 2,210 shares; 2024Q1: 2,216 shares; 2024Q2: 2,295 shares; 2024Q3: 2,332 shares; 2024Q4: 2,379 shares; 2025Q1: 2,375 shares 2,375 $426K 0.04% -4 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,515 shares; 2023Q3: 7,919 shares; 2023Q4: 8,785 shares; 2024Q1: 8,350 shares; 2024Q2: 6,805 shares; 2024Q3: 6,586 shares; 2024Q4: 4,337 shares; 2025Q1: 6,258 shares 6,258 $425K 0.04% +1,921 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,524 shares; 2023Q3: 7,294 shares; 2023Q4: 7,404 shares; 2024Q1: 7,395 shares; 2024Q2: 6,466 shares; 2024Q3: 5,603 shares; 2024Q4: 5,628 shares; 2025Q1: 5,837 shares 5,837 $423K 0.04% +209 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 16,335 shares; 2023Q3: 17,227 shares; 2023Q4: 17,555 shares; 2024Q1: 17,020 shares; 2024Q2: 17,064 shares; 2024Q3: 17,042 shares; 2024Q4: 11,889 shares; 2025Q1: 12,351 shares 12,351 $422K 0.04% +462 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,982 shares; 2023Q3: 3,568 shares; 2023Q4: 3,568 shares; 2024Q1: 3,703 shares; 2024Q2: 3,661 shares; 2024Q3: 3,661 shares; 2024Q4: 3,661 shares; 2025Q1: 3,437 shares 3,437 $419K 0.04% -224 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 81 shares; 2023Q3: 84 shares; 2023Q4: 75 shares; 2024Q1: 77 shares; 2024Q2: 92 shares; 2024Q3: 86 shares; 2024Q4: 89 shares; 2025Q1: 90 shares 90 $415K 0.04% +1 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,672 shares; 2023Q3: 1,653 shares; 2023Q4: 2,086 shares; 2024Q1: 1,697 shares; 2024Q2: 1,701 shares; 2024Q3: 1,754 shares; 2024Q4: 1,874 shares; 2025Q1: 1,792 shares 1,792 $415K 0.04% -82 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,179 shares; 2023Q3: 10,785 shares; 2023Q4: 6,122 shares; 2024Q1: 9,990 shares; 2024Q2: 10,767 shares; 2024Q3: 10,690 shares; 2024Q4: 10,675 shares; 2025Q1: 9,812 shares 9,812 $414K 0.04% -863 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,710 shares; 2023Q3: 8,814 shares; 2023Q4: 8,263 shares; 2024Q1: 9,363 shares; 2024Q2: 8,875 shares; 2024Q3: 7,457 shares; 2024Q4: 5,971 shares; 2025Q1: 5,610 shares 5,610 $412K 0.04% -361 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,683 shares; 2023Q3: 6,704 shares; 2023Q4: 6,723 shares; 2024Q1: 6,733 shares; 2024Q2: 6,752 shares; 2024Q3: 6,769 shares; 2024Q4: 6,788 shares; 2025Q1: 6,803 shares 6,803 $406K 0.04% +15 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 733 shares; 2023Q3: 738 shares; 2023Q4: 739 shares; 2024Q1: 744 shares; 2024Q2: 752 shares; 2024Q3: 653 shares; 2024Q4: 615 shares; 2025Q1: 603 shares 603 $406K 0.04% -12 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,667 shares; 2023Q3: 8,825 shares; 2023Q4: 5,665 shares; 2024Q1: 8,277 shares; 2024Q2: 7,989 shares; 2024Q3: 7,463 shares; 2024Q4: 7,190 shares; 2025Q1: 7,187 shares 7,187 $403K 0.03% -3 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,071 shares; 2023Q3: 4,322 shares; 2023Q4: 4,537 shares; 2024Q1: 4,192 shares; 2024Q2: 3,918 shares; 2024Q3: 3,704 shares; 2024Q4: 3,658 shares; 2025Q1: 3,535 shares 3,535 $402K 0.03% -123 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,407 shares; 2023Q3: 11,144 shares; 2023Q4: 11,025 shares; 2024Q1: 10,966 shares; 2024Q2: 12,403 shares; 2024Q3: 8,114 shares; 2024Q4: 8,323 shares; 2025Q1: 7,997 shares 7,997 $402K 0.03% -326 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 57,763 shares; 2023Q3: 57,763 shares; 2023Q4: 57,763 shares; 2024Q1: 49,558 shares; 2024Q2: 54,106 shares; 2024Q3: 54,106 shares; 2024Q4: 54,106 shares; 2025Q1: 56,711 shares 56,711 $400K 0.03% +2,605 Timeline PPA 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; 2023Q2: 3,335 shares; 2023Q3: 3,335 shares; 2023Q4: 3,335 shares; 2024Q1: 3,335 shares; 2024Q2: 3,335 shares; 2024Q3: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 3,419 shares 3,419 $398K 0.03% +84 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; 2023Q2: not reported; 2023Q3: 1,294 shares; 2023Q4: 1,225 shares; 2024Q1: 1,123 shares; 2024Q2: 1,098 shares; 2024Q3: 1,117 shares; 2024Q4: 1,123 shares; 2025Q1: 1,119 shares 1,119 $395K 0.03% -4 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,178 shares; 2023Q3: 1,264 shares; 2023Q4: 1,339 shares; 2024Q1: 1,310 shares; 2024Q2: 1,377 shares; 2024Q3: 1,337 shares; 2024Q4: 1,287 shares; 2025Q1: 1,195 shares 1,195 $393K 0.03% -92 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,205 shares; 2023Q3: 5,089 shares; 2023Q4: 5,181 shares; 2024Q1: 5,433 shares; 2024Q2: 5,461 shares; 2024Q3: 5,005 shares; 2024Q4: 5,080 shares; 2025Q1: 5,483 shares 5,483 $389K 0.03% +403 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,973 shares; 2023Q3: 2,496 shares; 2023Q4: 2,262 shares; 2024Q1: 2,193 shares; 2024Q2: 2,355 shares; 2024Q3: 2,312 shares; 2024Q4: 2,002 shares; 2025Q1: 1,448 shares 1,448 $389K 0.03% -554 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,062 shares; 2023Q3: 4,067 shares; 2023Q4: not reported; 2024Q1: 7,973 shares; 2024Q2: 7,736 shares; 2024Q3: 7,641 shares; 2024Q4: 7,178 shares; 2025Q1: 6,988 shares 6,988 $385K 0.03% -190 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; 2023Q2: 2,320 shares; 2023Q3: 2,379 shares; 2023Q4: 2,284 shares; 2024Q1: 2,196 shares; 2024Q2: 2,197 shares; 2024Q3: 2,183 shares; 2024Q4: 2,147 shares; 2025Q1: 1,864 shares 1,864 $382K 0.03% -283 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 48,488 shares; 2023Q3: 76,451 shares; 2023Q4: 97,865 shares; 2024Q1: 117,337 shares; 2024Q2: 135,712 shares; 2024Q3: 151,937 shares; 2024Q4: 172,615 shares; 2025Q1: 6,595 shares 6,595 $380K 0.03% -166,020 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,675 shares; 2023Q3: 3,625 shares; 2023Q4: 3,266 shares; 2024Q1: 3,794 shares; 2024Q2: 3,925 shares; 2024Q3: 3,417 shares; 2024Q4: 3,367 shares; 2025Q1: 3,468 shares 3,468 $379K 0.03% +101 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,467 shares; 2023Q3: 4,389 shares; 2023Q4: 4,250 shares; 2024Q1: 3,759 shares; 2024Q2: 3,793 shares; 2024Q3: 3,897 shares; 2024Q4: 3,740 shares; 2025Q1: 5,457 shares 5,457 $379K 0.03% +1,717 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,447 shares; 2023Q3: 1,501 shares; 2023Q4: 1,434 shares; 2024Q1: 1,347 shares; 2024Q2: 1,103 shares; 2024Q3: 1,152 shares; 2024Q4: 983 shares; 2025Q1: 983 shares 983 $377K 0.03% 0 Timeline BBCA 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; 2023Q2: 6,911 shares; 2023Q3: 6,481 shares; 2023Q4: 5,313 shares; 2024Q1: 5,851 shares; 2024Q2: 5,659 shares; 2024Q3: 5,600 shares; 2024Q4: 5,446 shares; 2025Q1: 5,225 shares 5,225 $374K 0.03% -221 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,856 shares; 2023Q3: 5,675 shares; 2023Q4: 5,392 shares; 2024Q1: 4,943 shares; 2024Q2: 4,185 shares; 2024Q3: 4,029 shares; 2024Q4: 3,796 shares; 2025Q1: 3,559 shares 3,559 $374K 0.03% -237 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,462 shares; 2023Q3: 2,391 shares; 2023Q4: 2,387 shares; 2024Q1: 2,395 shares; 2024Q2: 2,477 shares; 2024Q3: 2,383 shares; 2024Q4: 2,396 shares; 2025Q1: 2,362 shares 2,362 $372K 0.03% -34 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,683 shares; 2023Q3: 5,573 shares; 2023Q4: 5,026 shares; 2024Q1: 4,368 shares; 2024Q2: 3,939 shares; 2024Q3: 3,966 shares; 2024Q4: 4,321 shares; 2025Q1: 5,734 shares 5,734 $371K 0.03% +1,413 WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,731 shares; 2023Q3: 3,680 shares; 2023Q4: 2,824 shares; 2024Q1: 3,211 shares; 2024Q2: 2,455 shares; 2024Q3: 2,530 shares; 2024Q4: 2,455 shares; 2025Q1: 2,418 shares 2,418 $370K 0.03% -37 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 35,521 shares; 2023Q4: 36,321 shares; 2024Q1: 36,285 shares; 2024Q2: 36,318 shares; 2024Q3: 37,221 shares; 2024Q4: 36,392 shares; 2025Q1: 36,128 shares 36,128 $370K 0.03% -264 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,094 shares; 2023Q3: 1,073 shares; 2023Q4: 1,073 shares; 2024Q1: 1,073 shares; 2024Q2: 1,056 shares; 2024Q3: 1,056 shares; 2024Q4: 1,078 shares; 2025Q1: 1,201 shares 1,201 $368K 0.03% +123 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,283 shares; 2024Q1: 3,436 shares; 2024Q2: 3,380 shares; 2024Q3: 3,785 shares; 2024Q4: 4,295 shares; 2025Q1: 4,571 shares 4,571 $367K 0.03% +276 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; 2023Q2: 6,402 shares; 2023Q3: 7,021 shares; 2023Q4: 6,841 shares; 2024Q1: 6,772 shares; 2024Q2: 6,005 shares; 2024Q3: 5,989 shares; 2024Q4: 6,352 shares; 2025Q1: 7,051 shares 7,051 $365K 0.03% +699 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,359 shares; 2023Q3: 4,540 shares; 2023Q4: 4,224 shares; 2024Q1: 4,388 shares; 2024Q2: 4,366 shares; 2024Q3: 4,554 shares; 2024Q4: 3,433 shares; 2025Q1: 3,494 shares 3,494 $365K 0.03% +61 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,006 shares; 2023Q3: 7,992 shares; 2023Q4: 7,596 shares; 2024Q1: 4,536 shares; 2024Q2: 4,667 shares; 2024Q3: 4,948 shares; 2024Q4: 4,901 shares; 2025Q1: 4,877 shares 4,877 $364K 0.03% -24 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 8,058 shares; 2023Q4: 8,239 shares; 2024Q1: 8,204 shares; 2024Q2: 8,343 shares; 2024Q3: 8,775 shares; 2024Q4: 9,366 shares; 2025Q1: 9,373 shares 9,373 $363K 0.03% +7 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,093 shares; 2024Q4: 3,154 shares; 2025Q1: 2,569 shares 2,569 $363K 0.03% -585 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 2,813 shares; 2023Q4: 2,764 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,606 shares; 2024Q4: 2,659 shares; 2025Q1: 2,745 shares 2,745 $363K 0.03% +86 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 855 shares; 2024Q1: 947 shares; 2024Q2: 921 shares; 2024Q3: 1,080 shares; 2024Q4: 2,225 shares; 2025Q1: 2,116 shares 2,116 $361K 0.03% -109 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 884 shares; 2025Q1: 1,171 shares 1,171 $357K 0.03% +287 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,575 shares; 2024Q2: 5,528 shares; 2024Q3: 5,528 shares; 2024Q4: 5,358 shares; 2025Q1: 5,962 shares 5,962 $357K 0.03% +604 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,664 shares 6,664 $356K 0.03% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,816 shares; 2024Q3: 3,185 shares; 2024Q4: 3,185 shares; 2025Q1: 3,185 shares 3,185 $355K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,002 shares; 2023Q3: 3,159 shares; 2023Q4: 3,124 shares; 2024Q1: 3,188 shares; 2024Q2: 3,389 shares; 2024Q3: 3,446 shares; 2024Q4: 3,728 shares; 2025Q1: 3,774 shares 3,774 $354K 0.03% +46 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 161 shares; 2023Q3: 157 shares; 2023Q4: 153 shares; 2024Q1: 151 shares; 2024Q2: 165 shares; 2024Q3: 177 shares; 2024Q4: 191 shares; 2025Q1: 188 shares 188 $351K 0.03% -3 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,079 shares; 2023Q3: 9,096 shares; 2023Q4: 9,089 shares; 2024Q1: 9,187 shares; 2024Q2: 9,216 shares; 2024Q3: 9,133 shares; 2024Q4: 9,189 shares; 2025Q1: 8,734 shares 8,734 $345K 0.03% -455 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,169 shares; 2023Q3: 4,924 shares; 2023Q4: 4,825 shares; 2024Q1: 4,612 shares; 2024Q2: 4,335 shares; 2024Q3: 4,313 shares; 2024Q4: 3,777 shares; 2025Q1: 3,676 shares 3,676 $344K 0.03% -101 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,556 shares; 2024Q4: 2,190 shares; 2025Q1: 2,321 shares 2,321 $341K 0.03% +131 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,649 shares; 2023Q3: 5,666 shares; 2023Q4: 4,783 shares; 2024Q1: 4,386 shares; 2024Q2: 4,373 shares; 2024Q3: 4,546 shares; 2024Q4: 4,231 shares; 2025Q1: 4,575 shares 4,575 $333K 0.03% +344 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,372 shares; 2023Q3: 1,289 shares; 2023Q4: 1,206 shares; 2024Q1: 1,159 shares; 2024Q2: 1,170 shares; 2024Q3: 1,247 shares; 2024Q4: 1,324 shares; 2025Q1: 1,271 shares 1,271 $333K 0.03% -53 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,668 shares; 2023Q3: 3,828 shares; 2023Q4: 3,852 shares; 2024Q1: 3,882 shares; 2024Q2: 4,019 shares; 2024Q3: 4,284 shares; 2024Q4: 4,348 shares; 2025Q1: 4,653 shares 4,653 $332K 0.03% +305 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; 2023Q2: 1,229 shares; 2023Q3: 1,202 shares; 2023Q4: 1,166 shares; 2024Q1: 1,268 shares; 2024Q2: 1,592 shares; 2024Q3: 1,362 shares; 2024Q4: 1,360 shares; 2025Q1: 1,355 shares 1,355 $331K 0.03% -5 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; 2023Q2: 29,540 shares; 2023Q3: 30,912 shares; 2023Q4: 36,920 shares; 2024Q1: 41,629 shares; 2024Q2: 47,398 shares; 2024Q3: 53,506 shares; 2024Q4: 3,652 shares; 2025Q1: 3,643 shares 3,643 $330K 0.03% -9 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; 2023Q2: 81,764 shares; 2023Q3: 83,428 shares; 2023Q4: 80,062 shares; 2024Q1: 71,240 shares; 2024Q2: 82,780 shares; 2024Q3: 82,986 shares; 2024Q4: 75,390 shares; 2025Q1: 85,341 shares 85,341 $326K 0.03% +9,951 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,652 shares; 2023Q3: 9,127 shares; 2023Q4: 8,593 shares; 2024Q1: 8,138 shares; 2024Q2: 7,847 shares; 2024Q3: 6,263 shares; 2024Q4: 6,188 shares; 2025Q1: 5,924 shares 5,924 $321K 0.03% -264 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 753 shares; 2023Q3: 760 shares; 2023Q4: 774 shares; 2024Q1: 907 shares; 2024Q2: 944 shares; 2024Q3: 912 shares; 2024Q4: 872 shares; 2025Q1: 851 shares 851 $317K 0.03% -21 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,833 shares; 2024Q2: 1,836 shares; 2024Q3: 1,820 shares; 2024Q4: 1,823 shares; 2025Q1: 1,774 shares 1,774 $316K 0.03% -49 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 355 shares; 2024Q1: 353 shares; 2024Q2: 367 shares; 2024Q3: 1,482 shares; 2024Q4: 1,504 shares; 2025Q1: 1,517 shares 1,517 $312K 0.03% +13 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,011 shares; 2023Q3: 3,135 shares; 2023Q4: 2,972 shares; 2024Q1: 3,004 shares; 2024Q2: 2,783 shares; 2024Q3: 2,796 shares; 2024Q4: 2,818 shares; 2025Q1: 2,778 shares 2,778 $310K 0.03% -40 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,311 shares; 2023Q3: 20,311 shares; 2023Q4: 20,311 shares; 2024Q1: 33,298 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 47,761 shares; 2025Q1: 49,211 shares 49,211 $308K 0.03% +1,450 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,514 shares; 2024Q4: 11,514 shares; 2025Q1: 11,514 shares 11,514 $308K 0.03% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,710 shares; 2023Q3: 2,448 shares; 2023Q4: 2,316 shares; 2024Q1: 2,464 shares; 2024Q2: 2,350 shares; 2024Q3: 2,319 shares; 2024Q4: 2,360 shares; 2025Q1: 2,254 shares 2,254 $306K 0.03% -106 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,389 shares; 2023Q3: 4,065 shares; 2023Q4: not reported; 2024Q1: 4,124 shares; 2024Q2: 5,547 shares; 2024Q3: 6,050 shares; 2024Q4: 4,823 shares; 2025Q1: 5,213 shares 5,213 $302K 0.03% +390 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,617 shares; 2023Q3: 4,904 shares; 2023Q4: 4,506 shares; 2024Q1: 3,092 shares; 2024Q2: 3,716 shares; 2024Q3: 3,835 shares; 2024Q4: 3,936 shares; 2025Q1: 3,762 shares 3,762 $301K 0.03% -174 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,802 shares; 2023Q3: 4,644 shares; 2023Q4: 4,489 shares; 2024Q1: 4,735 shares; 2024Q2: 4,995 shares; 2024Q3: 4,875 shares; 2024Q4: 4,814 shares; 2025Q1: 4,786 shares 4,786 $301K 0.03% -28 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 196 shares; 2024Q2: 206 shares; 2024Q3: 201 shares; 2024Q4: 202 shares; 2025Q1: 210 shares 210 $301K 0.03% +8 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,595 shares 1,595 $300K 0.03% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,190 shares; 2023Q3: 9,058 shares; 2023Q4: 7,948 shares; 2024Q1: 7,986 shares; 2024Q2: 8,019 shares; 2024Q3: 8,406 shares; 2024Q4: 7,483 shares; 2025Q1: 6,490 shares 6,490 $297K 0.03% -993 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,211 shares; 2023Q3: 5,390 shares; 2023Q4: not reported; 2024Q1: 5,176 shares; 2024Q2: 5,939 shares; 2024Q3: 5,810 shares; 2024Q4: not reported; 2025Q1: 5,325 shares 5,325 $295K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,840 shares; 2023Q3: 2,365 shares; 2023Q4: 2,179 shares; 2024Q1: 2,249 shares; 2024Q2: 2,329 shares; 2024Q3: 2,529 shares; 2024Q4: 1,936 shares; 2025Q1: 1,916 shares 1,916 $294K 0.03% -20 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; 2023Q2: 3,154 shares; 2023Q3: 3,168 shares; 2023Q4: 3,221 shares; 2024Q1: 3,172 shares; 2024Q2: 3,137 shares; 2024Q3: 3,444 shares; 2024Q4: 2,984 shares; 2025Q1: 2,858 shares 2,858 $294K 0.03% -126 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; 2023Q2: 5,595 shares; 2023Q3: 5,455 shares; 2023Q4: 5,529 shares; 2024Q1: 5,477 shares; 2024Q2: 5,043 shares; 2024Q3: 4,258 shares; 2024Q4: 4,140 shares; 2025Q1: 3,367 shares 3,367 $293K 0.03% -773 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,555 shares; 2024Q2: 1,411 shares; 2024Q3: 1,095 shares; 2024Q4: 6,165 shares; 2025Q1: 5,294 shares 5,294 $292K 0.03% -871 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,465 shares; 2023Q3: 3,486 shares; 2023Q4: 3,486 shares; 2024Q1: 3,486 shares; 2024Q2: 3,486 shares; 2024Q3: 3,511 shares; 2024Q4: 3,567 shares; 2025Q1: 3,546 shares 3,546 $290K 0.03% -21 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,908 shares; 2024Q2: 2,936 shares; 2024Q3: 2,811 shares; 2024Q4: 2,885 shares; 2025Q1: 2,883 shares 2,883 $289K 0.03% -2 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,208 shares; 2023Q3: 3,901 shares; 2023Q4: 3,835 shares; 2024Q1: not reported; 2024Q2: 3,734 shares; 2024Q3: 3,426 shares; 2024Q4: 3,467 shares; 2025Q1: 3,502 shares 3,502 $288K 0.02% +35 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; 2023Q2: 1,779 shares; 2023Q3: 1,758 shares; 2023Q4: 1,791 shares; 2024Q1: 1,880 shares; 2024Q2: 2,101 shares; 2024Q3: 1,987 shares; 2024Q4: 1,892 shares; 2025Q1: 1,984 shares 1,984 $288K 0.02% +92 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,961 shares; 2025Q1: 11,313 shares 11,313 $287K 0.02% -648 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,588 shares; 2023Q3: 2,781 shares; 2023Q4: 2,272 shares; 2024Q1: 2,371 shares; 2024Q2: 2,217 shares; 2024Q3: 2,152 shares; 2024Q4: 2,050 shares; 2025Q1: 2,016 shares 2,016 $287K 0.02% -34 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,153 shares; 2023Q3: 9,122 shares; 2023Q4: 7,803 shares; 2024Q1: 7,825 shares; 2024Q2: 7,894 shares; 2024Q3: 7,845 shares; 2024Q4: 7,906 shares; 2025Q1: 7,931 shares 7,931 $286K 0.02% +25 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,836 shares; 2023Q3: 1,864 shares; 2023Q4: 1,704 shares; 2024Q1: 1,546 shares; 2024Q2: 1,764 shares; 2024Q3: 1,683 shares; 2024Q4: 1,686 shares; 2025Q1: 1,410 shares 1,410 $284K 0.02% -276 Timeline JIVE 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,781 shares; 2024Q4: 4,747 shares; 2025Q1: 4,595 shares 4,595 $284K 0.02% -152 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; 2023Q2: 1,024 shares; 2023Q3: 1,080 shares; 2023Q4: 1,159 shares; 2024Q1: 1,145 shares; 2024Q2: 1,171 shares; 2024Q3: 1,079 shares; 2024Q4: 1,123 shares; 2025Q1: 1,108 shares 1,108 $282K 0.02% -15 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; 2023Q2: 2,444 shares; 2023Q3: 2,389 shares; 2023Q4: 2,442 shares; 2024Q1: 2,388 shares; 2024Q2: 2,139 shares; 2024Q3: 2,139 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares 2,140 $280K 0.02% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,127 shares; 2023Q3: 8,371 shares; 2023Q4: 7,717 shares; 2024Q1: 6,843 shares; 2024Q2: 6,807 shares; 2024Q3: 7,101 shares; 2024Q4: 5,262 shares; 2025Q1: 4,746 shares 4,746 $280K 0.02% -516 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,046 shares; 2023Q3: 1,153 shares; 2023Q4: 1,229 shares; 2024Q1: 1,246 shares; 2024Q2: 1,251 shares; 2024Q3: 1,267 shares; 2024Q4: 1,361 shares; 2025Q1: 1,320 shares 1,320 $276K 0.02% -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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 915 shares; 2025Q1: 954 shares 954 $275K 0.02% +39 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,348 shares; 2023Q3: 4,123 shares; 2023Q4: 4,073 shares; 2024Q1: 4,223 shares; 2024Q2: 4,093 shares; 2024Q3: 3,859 shares; 2024Q4: 3,474 shares; 2025Q1: 3,721 shares 3,721 $273K 0.02% +247 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,270 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,432 shares; 2025Q1: 3,335 shares 3,335 $273K 0.02% -7,097 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,130 shares; 2023Q3: 1,130 shares; 2023Q4: 1,085 shares; 2024Q1: 1,085 shares; 2024Q2: 1,085 shares; 2024Q3: 1,085 shares; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares 1,024 $271K 0.02% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,721 shares 3,721 $271K 0.02% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 486 shares; 2023Q3: 486 shares; 2023Q4: 522 shares; 2024Q1: 533 shares; 2024Q2: 497 shares; 2024Q3: 499 shares; 2024Q4: 496 shares; 2025Q1: 507 shares 507 $270K 0.02% +11 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,710 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,833 shares; 2024Q4: 3,853 shares; 2025Q1: 3,922 shares 3,922 $270K 0.02% +69 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,078 shares; 2024Q2: not reported; 2024Q3: 2,061 shares; 2024Q4: 2,077 shares; 2025Q1: 2,065 shares 2,065 $270K 0.02% -12 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; 2023Q2: 459 shares; 2023Q3: 463 shares; 2023Q4: 478 shares; 2024Q1: 521 shares; 2024Q2: 502 shares; 2024Q3: 525 shares; 2024Q4: 414 shares; 2025Q1: 406 shares 406 $269K 0.02% -8 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,166 shares; 2023Q3: 1,166 shares; 2023Q4: 1,049 shares; 2024Q1: 1,049 shares; 2024Q2: 1,049 shares; 2024Q3: 1,049 shares; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares 1,049 $266K 0.02% 0 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; 2023Q2: 6,083 shares; 2023Q3: 10,607 shares; 2023Q4: 10,453 shares; 2024Q1: 10,450 shares; 2024Q2: 10,999 shares; 2024Q3: 12,707 shares; 2024Q4: 12,382 shares; 2025Q1: 6,955 shares 6,955 $263K 0.02% -5,427 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,821 shares; 2023Q3: 16,095 shares; 2023Q4: 37,215 shares; 2024Q1: 38,378 shares; 2024Q2: 35,451 shares; 2024Q3: 27,627 shares; 2024Q4: 16,654 shares; 2025Q1: 16,423 shares 16,423 $263K 0.02% -231 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 16,317 shares; 2023Q3: 17,301 shares; 2023Q4: 15,674 shares; 2024Q1: 14,875 shares; 2024Q2: 13,506 shares; 2024Q3: 8,674 shares; 2024Q4: not reported; 2025Q1: 11,526 shares 11,526 $262K 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 361 shares; 2024Q2: 369 shares; 2024Q3: 384 shares; 2024Q4: 359 shares; 2025Q1: 382 shares 382 $260K 0.02% +23 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 532 shares; 2024Q1: 526 shares; 2024Q2: 565 shares; 2024Q3: 559 shares; 2024Q4: 543 shares; 2025Q1: 536 shares 536 $259K 0.02% -7 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,407 shares; 2024Q4: 7,331 shares; 2025Q1: 6,868 shares 6,868 $259K 0.02% -463 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,056 shares; 2024Q4: 3,070 shares; 2025Q1: 3,073 shares 3,073 $257K 0.02% +3 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,386 shares; 2024Q4: 3,622 shares; 2025Q1: 3,520 shares 3,520 $249K 0.02% -102 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,415 shares; 2023Q3: 2,343 shares; 2023Q4: 1,683 shares; 2024Q1: 2,143 shares; 2024Q2: 2,078 shares; 2024Q3: 2,488 shares; 2024Q4: not reported; 2025Q1: 2,377 shares 2,377 $249K 0.02% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,021 shares; 2023Q3: 6,021 shares; 2023Q4: 6,021 shares; 2024Q1: 6,021 shares; 2024Q2: 6,021 shares; 2024Q3: 4,818 shares; 2024Q4: 4,818 shares; 2025Q1: 4,818 shares 4,818 $248K 0.02% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,309 shares; 2024Q2: 1,558 shares; 2024Q3: not reported; 2024Q4: 1,804 shares; 2025Q1: 2,073 shares 2,073 $248K 0.02% +269 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,270 shares; 2023Q3: 1,416 shares; 2023Q4: 1,334 shares; 2024Q1: 1,183 shares; 2024Q2: 1,128 shares; 2024Q3: 758 shares; 2024Q4: 586 shares; 2025Q1: 527 shares 527 $247K 0.02% -59 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,924 shares; 2024Q2: 20,270 shares; 2024Q3: 20,640 shares; 2024Q4: 24,714 shares; 2025Q1: 23,906 shares 23,906 $246K 0.02% -808 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,143 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,365 shares; 2024Q3: 2,435 shares; 2024Q4: 2,454 shares; 2025Q1: 2,574 shares 2,574 $245K 0.02% +120 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,055 shares; 2023Q3: 3,216 shares; 2023Q4: 3,220 shares; 2024Q1: 3,085 shares; 2024Q2: 3,097 shares; 2024Q3: 3,042 shares; 2024Q4: 3,065 shares; 2025Q1: 2,926 shares 2,926 $243K 0.02% -139 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 880 shares; 2024Q4: 1,005 shares; 2025Q1: 1,063 shares 1,063 $242K 0.02% +58 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; 2023Q2: 1,609 shares; 2023Q3: 1,561 shares; 2023Q4: 1,524 shares; 2024Q1: 1,457 shares; 2024Q2: 1,452 shares; 2024Q3: 1,464 shares; 2024Q4: 1,464 shares; 2025Q1: 1,296 shares 1,296 $241K 0.02% -168 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 29,953 shares; 2023Q3: 27,833 shares; 2023Q4: 27,760 shares; 2024Q1: 26,296 shares; 2024Q2: 29,520 shares; 2024Q3: 28,697 shares; 2024Q4: 26,959 shares; 2025Q1: 24,054 shares 24,054 $241K 0.02% -2,905 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,085 shares; 2023Q3: 4,081 shares; 2023Q4: 2,992 shares; 2024Q1: 2,994 shares; 2024Q2: 2,994 shares; 2024Q3: 2,961 shares; 2024Q4: 2,964 shares; 2025Q1: 2,967 shares 2,967 $239K 0.02% +3 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,048 shares; 2023Q3: 5,100 shares; 2023Q4: 4,594 shares; 2024Q1: 3,427 shares; 2024Q2: 3,328 shares; 2024Q3: 2,896 shares; 2024Q4: 2,814 shares; 2025Q1: 2,589 shares 2,589 $238K 0.02% -225 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; 2023Q2: 7,456 shares; 2023Q3: 7,706 shares; 2023Q4: 5,145 shares; 2024Q1: 5,206 shares; 2024Q2: 4,201 shares; 2024Q3: 4,021 shares; 2024Q4: 3,426 shares; 2025Q1: 3,220 shares 3,220 $237K 0.02% -206 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,261 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,639 shares; 2024Q4: 4,077 shares; 2025Q1: 3,622 shares 3,622 $236K 0.02% -455 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,714 shares 1,714 $236K 0.02% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,952 shares; 2025Q1: 2,954 shares 2,954 $236K 0.02% +2 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,560 shares; 2023Q3: 7,390 shares; 2023Q4: 7,149 shares; 2024Q1: 10,302 shares; 2024Q2: 12,406 shares; 2024Q3: 11,361 shares; 2024Q4: 7,002 shares; 2025Q1: 6,974 shares 6,974 $236K 0.02% -28 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 623 shares; 2024Q3: 616 shares; 2024Q4: 706 shares; 2025Q1: 680 shares 680 $235K 0.02% -26 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 750 shares; 2024Q1: 823 shares; 2024Q2: not reported; 2024Q3: 925 shares; 2024Q4: 966 shares; 2025Q1: 1,005 shares 1,005 $235K 0.02% +39 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 567 shares; 2025Q1: 587 shares 587 $234K 0.02% +20 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; 2023Q2: 1,004 shares; 2023Q3: 951 shares; 2023Q4: 936 shares; 2024Q1: 946 shares; 2024Q2: 959 shares; 2024Q3: 944 shares; 2024Q4: 949 shares; 2025Q1: 852 shares 852 $232K 0.02% -97 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,039 shares; 2024Q4: 1,015 shares; 2025Q1: 997 shares 997 $232K 0.02% -18 Timeline JPMB 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,304 shares; 2024Q4: not reported; 2025Q1: 6,015 shares 6,015 $232K 0.02% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,028 shares; 2025Q1: 2,723 shares 2,723 $230K 0.02% -305 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,988 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,670 shares; 2024Q2: 4,711 shares; 2024Q3: 4,463 shares; 2024Q4: 4,466 shares; 2025Q1: 4,517 shares 4,517 $228K 0.02% +51 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 934 shares; 2024Q2: 898 shares; 2024Q3: 896 shares; 2024Q4: 889 shares; 2025Q1: 1,069 shares 1,069 $226K 0.02% +180 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 471 shares; 2024Q4: 474 shares; 2025Q1: 481 shares 481 $224K 0.02% +7 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 442 shares; 2023Q4: 429 shares; 2024Q1: 368 shares; 2024Q2: 382 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 519 shares 519 $223K 0.02% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58 shares 58 $221K 0.02% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,334 shares; 2024Q1: 8,423 shares; 2024Q2: 8,369 shares; 2024Q3: 8,388 shares; 2024Q4: 8,415 shares; 2025Q1: 8,422 shares 8,422 $221K 0.02% +7 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; 2023Q2: 12,235 shares; 2023Q3: 14,096 shares; 2023Q4: 12,570 shares; 2024Q1: 12,756 shares; 2024Q2: 12,960 shares; 2024Q3: 12,286 shares; 2024Q4: 12,847 shares; 2025Q1: 11,869 shares 11,869 $221K 0.02% -978 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,389 shares; 2024Q3: 1,396 shares; 2024Q4: 1,174 shares; 2025Q1: 1,231 shares 1,231 $220K 0.02% +57 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,013 shares; 2023Q3: 15,942 shares; 2023Q4: 12,861 shares; 2024Q1: 14,535 shares; 2024Q2: 14,165 shares; 2024Q3: 14,065 shares; 2024Q4: 6,960 shares; 2025Q1: 6,588 shares 6,588 $219K 0.02% -372 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 271 shares; 2024Q2: 224 shares; 2024Q3: 211 shares; 2024Q4: 213 shares; 2025Q1: 221 shares 221 $218K 0.02% +8 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,286 shares; 2025Q1: 4,045 shares 4,045 $217K 0.02% -241 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,177 shares 3,177 $215K 0.02% 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; 2023Q2: 458 shares; 2023Q3: not reported; 2023Q4: 520 shares; 2024Q1: 555 shares; 2024Q2: 555 shares; 2024Q3: 516 shares; 2024Q4: not reported; 2025Q1: 492 shares 492 $214K 0.02% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 905 shares; 2024Q3: 990 shares; 2024Q4: not reported; 2025Q1: 1,048 shares 1,048 $214K 0.02% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,744 shares; 2024Q2: 1,759 shares; 2024Q3: 1,759 shares; 2024Q4: 1,752 shares; 2025Q1: 1,768 shares 1,768 $211K 0.02% +16 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 1,968 shares; 2023Q4: 1,841 shares; 2024Q1: 1,808 shares; 2024Q2: not reported; 2024Q3: 1,254 shares; 2024Q4: 1,415 shares; 2025Q1: 1,458 shares 1,458 $209K 0.02% +43 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,040 shares; 2023Q3: 1,040 shares; 2023Q4: 1,040 shares; 2024Q1: 1,040 shares; 2024Q2: 1,040 shares; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares 1,040 $209K 0.02% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,057 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,996 shares; 2024Q4: not reported; 2025Q1: 3,179 shares 3,179 $209K 0.02% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,181 shares; 2023Q3: 13,757 shares; 2023Q4: 12,492 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,497 shares; 2024Q4: not reported; 2025Q1: 6,381 shares 6,381 $208K 0.02% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,781 shares; 2024Q4: 2,796 shares; 2025Q1: 2,807 shares 2,807 $207K 0.02% +11 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,412 shares; 2023Q3: 4,147 shares; 2023Q4: 3,979 shares; 2024Q1: 3,738 shares; 2024Q2: 3,645 shares; 2024Q3: 3,601 shares; 2024Q4: 3,577 shares; 2025Q1: 3,429 shares 3,429 $206K 0.02% -148 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,334 shares 1,334 $206K 0.02% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,175 shares; 2023Q3: 3,394 shares; 2023Q4: 3,000 shares; 2024Q1: 2,867 shares; 2024Q2: not reported; 2024Q3: 2,637 shares; 2024Q4: 2,651 shares; 2025Q1: 2,682 shares 2,682 $205K 0.02% +31 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 970 shares; 2023Q3: 1,232 shares; 2023Q4: 1,385 shares; 2024Q1: 1,059 shares; 2024Q2: 1,037 shares; 2024Q3: 1,095 shares; 2024Q4: 1,179 shares; 2025Q1: 830 shares 830 $202K 0.02% -349 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 911 shares; 2023Q3: 864 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 679 shares 679 $202K 0.02% new Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,314 shares; 2023Q3: 11,314 shares; 2023Q4: 11,314 shares; 2024Q1: 11,314 shares; 2024Q2: 11,314 shares; 2024Q3: 11,314 shares; 2024Q4: 11,314 shares; 2025Q1: 11,314 shares 11,314 $183K 0.02% 0 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,825 shares; 2024Q4: 16,469 shares; 2025Q1: 10,979 shares 10,979 $169K 0.01% -5,490 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,122 shares; 2025Q1: 10,720 shares 10,720 $146K 0.01% +598 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,055 shares; 2023Q3: 20,178 shares; 2023Q4: 20,178 shares; 2024Q1: 20,171 shares; 2024Q2: 20,083 shares; 2024Q3: 20,035 shares; 2024Q4: 20,118 shares; 2025Q1: 20,007 shares 20,007 $142K 0.01% -111 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,277 shares; 2023Q3: 12,120 shares; 2023Q4: not reported; 2024Q1: 11,383 shares; 2024Q2: 11,231 shares; 2024Q3: 10,874 shares; 2024Q4: not reported; 2025Q1: 10,468 shares 10,468 $130K 0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,112 shares; 2024Q3: 11,206 shares; 2024Q4: 11,832 shares; 2025Q1: 11,649 shares 11,649 $101K 0.01% -183 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 50,000 shares; 2023Q3: 50,000 shares; 2023Q4: 50,000 shares; 2024Q1: 50,000 shares; 2024Q2: 50,000 shares; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares 50,000 $65K 0.01% 0 Timeline TRX TRX GOLD CORPORATION More: the full row for TRX GOLD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 25,000 shares; 2023Q3: 25,000 shares; 2023Q4: 25,000 shares; 2024Q1: 25,000 shares; 2024Q2: 25,000 shares; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares 25,000 $7.78K <0.01% 0 Timeline