VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570,732 shares; 2024Q4: 515,334 shares; 2025Q1: 530,848 shares; 2025Q2: 548,423 shares; 2025Q3: 488,865 shares; 2025Q4: 487,825 shares; 2026Q1: 489,387 shares; 2026Q2: 15,202,294 shares 15,202,294 $1.31B 11.42% +14,712,907 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,191,019 shares; 2024Q4: 1,134,246 shares; 2025Q1: 1,213,920 shares; 2025Q2: 1,238,954 shares; 2025Q3: 1,170,660 shares; 2025Q4: 1,166,166 shares; 2026Q1: 1,155,842 shares; 2026Q2: 5,054,784 shares 5,054,784 $1.1B 9.61% +3,898,942 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,010,040 shares; 2024Q4: 3,625,024 shares; 2025Q1: 2,385,075 shares; 2025Q2: 8,332,294 shares; 2025Q3: 8,480,853 shares; 2025Q4: 8,695,326 shares; 2026Q1: 8,750,768 shares; 2026Q2: 8,859,914 shares 8,859,914 $784M 6.84% +109,146 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; 2024Q3: 4,459,339 shares; 2024Q4: 4,536,546 shares; 2025Q1: 4,898,706 shares; 2025Q2: 5,903,156 shares; 2025Q3: 5,972,291 shares; 2025Q4: 5,988,147 shares; 2026Q1: 5,921,734 shares; 2026Q2: 6,163,820 shares 6,163,820 $713M 6.22% +242,086 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,135,344 shares; 2024Q4: 8,944,939 shares; 2025Q1: 10,648,826 shares; 2025Q2: 12,129,964 shares; 2025Q3: 12,152,804 shares; 2025Q4: 12,166,621 shares; 2026Q1: 12,087,652 shares; 2026Q2: 12,473,477 shares 12,473,477 $502M 4.38% +385,825 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,764,967 shares; 2024Q4: 39,195,946 shares; 2025Q1: 40,450,598 shares; 2025Q2: 42,286,978 shares; 2025Q3: 42,168,342 shares; 2025Q4: 41,810,550 shares; 2026Q1: 43,528,965 shares; 2026Q2: 13,008,967 shares 13,008,967 $440M 3.84% -30,519,998 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; 2024Q3: 147,266 shares; 2024Q4: 132,362 shares; 2025Q1: 105,867 shares; 2025Q2: 6,470,848 shares; 2025Q3: 6,778,519 shares; 2025Q4: 7,024,424 shares; 2026Q1: 7,315,776 shares; 2026Q2: 8,499,381 shares 8,499,381 $398M 3.47% +1,183,605 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,001,803 shares; 2024Q4: 8,725,812 shares; 2025Q1: 10,103,795 shares; 2025Q2: 10,349,392 shares; 2025Q3: 10,729,157 shares; 2025Q4: 11,316,901 shares; 2026Q1: 11,895,021 shares; 2026Q2: 12,549,605 shares 12,549,605 $356M 3.11% +654,584 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,745,795 shares; 2024Q4: 31,961,534 shares; 2025Q1: 32,984,784 shares; 2025Q2: 32,992,117 shares; 2025Q3: 34,105,438 shares; 2025Q4: 35,128,777 shares; 2026Q1: 35,341,359 shares; 2026Q2: 10,099,022 shares 10,099,022 $352M 3.07% -25,242,337 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,969,970 shares; 2024Q4: 4,174,854 shares; 2025Q1: 5,010,439 shares; 2025Q2: 6,462,729 shares; 2025Q3: 6,510,973 shares; 2025Q4: 6,616,180 shares; 2026Q1: 6,567,811 shares; 2026Q2: 6,632,230 shares 6,632,230 $257M 2.24% +64,419 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773,865 shares; 2024Q4: 753,516 shares; 2025Q1: 802,798 shares; 2025Q2: 611,559 shares; 2025Q3: 604,629 shares; 2025Q4: 603,304 shares; 2026Q1: 603,872 shares; 2026Q2: 648,466 shares 648,466 $237M 2.07% +44,594 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,799,159 shares; 2024Q4: 2,077,677 shares; 2025Q1: 2,277,094 shares; 2025Q2: 2,367,109 shares; 2025Q3: 2,536,417 shares; 2025Q4: 2,691,371 shares; 2026Q1: 2,834,392 shares; 2026Q2: 2,972,193 shares 2,972,193 $235M 2.05% +137,801 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 5,844,562 shares; 2025Q3: 5,863,971 shares; 2025Q4: 5,872,164 shares; 2026Q1: 5,744,036 shares; 2026Q2: 5,210,680 shares 5,210,680 $209M 1.82% -533,356 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,987 shares; 2024Q4: 1,172 shares; 2025Q1: 1,015 shares; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: 824 shares; 2026Q2: 1,782,672 shares 1,782,672 $195M 1.7% +1,781,848 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,544,982 shares; 2024Q4: 3,651,935 shares; 2025Q1: 3,855,031 shares; 2025Q2: 3,839,198 shares; 2025Q3: 3,999,789 shares; 2025Q4: 4,161,603 shares; 2026Q1: 4,344,115 shares; 2026Q2: 4,110,125 shares 4,110,125 $187M 1.63% -233,990 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 409 shares; 2026Q2: 1,537,777 shares 1,537,777 $154M 1.35% +1,537,368 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,061,231 shares; 2024Q4: 858,328 shares; 2025Q1: 876,639 shares; 2025Q2: 873,500 shares; 2025Q3: 637,311 shares; 2025Q4: 634,982 shares; 2026Q1: 629,499 shares; 2026Q2: 626,525 shares 626,525 $152M 1.33% -2,974 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,016,395 shares; 2024Q4: 2,075,364 shares; 2025Q1: 2,208,631 shares; 2025Q2: 2,245,717 shares; 2025Q3: 2,352,657 shares; 2025Q4: 2,457,128 shares; 2026Q1: 2,613,479 shares; 2026Q2: 2,549,605 shares 2,549,605 $129M 1.13% -63,874 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; 2024Q3: 2,715,315 shares; 2024Q4: 2,909,578 shares; 2025Q1: 3,043,243 shares; 2025Q2: 3,141,376 shares; 2025Q3: 3,355,023 shares; 2025Q4: 3,525,085 shares; 2026Q1: 3,700,472 shares; 2026Q2: 1,630,105 shares 1,630,105 $125M 1.09% -2,070,367 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,904 shares; 2024Q4: 96,721 shares; 2025Q1: 95,430 shares; 2025Q2: 89,333 shares; 2025Q3: 124,700 shares; 2025Q4: 315,825 shares; 2026Q1: 312,670 shares; 2026Q2: 306,490 shares 306,490 $113M 0.99% -6,180 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,647,275 shares; 2024Q4: 2,244,748 shares; 2025Q1: 1,809,697 shares; 2025Q2: 1,746,213 shares; 2025Q3: 1,737,750 shares; 2025Q4: 1,769,174 shares; 2026Q1: 1,750,756 shares; 2026Q2: 1,733,161 shares 1,733,161 $103M 0.9% -17,595 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 864,660 shares; 2025Q3: 910,254 shares; 2025Q4: 952,152 shares; 2026Q1: 999,855 shares; 2026Q2: 997,362 shares 997,362 $82.4M 0.72% -2,493 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,035,106 shares; 2024Q4: 2,001,316 shares; 2025Q1: 2,113,788 shares; 2025Q2: 2,114,862 shares; 2025Q3: 2,095,111 shares; 2025Q4: 2,095,894 shares; 2026Q1: 2,081,385 shares; 2026Q2: 2,118,024 shares 2,118,024 $76.8M 0.67% +36,639 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,011,505 shares; 2024Q4: 1,026,193 shares; 2025Q1: 1,038,769 shares; 2025Q2: 1,021,996 shares; 2025Q3: 1,007,227 shares; 2025Q4: 1,007,109 shares; 2026Q1: 992,612 shares; 2026Q2: 982,923 shares 982,923 $73.9M 0.64% -9,689 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,473 shares; 2024Q4: 206,511 shares; 2025Q1: 230,437 shares; 2025Q2: 188,180 shares; 2025Q3: 187,178 shares; 2025Q4: 191,529 shares; 2026Q1: 203,838 shares; 2026Q2: 248,625 shares 248,625 $71.9M 0.63% +44,787 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,303 shares; 2024Q4: 366,808 shares; 2025Q1: 415,055 shares; 2025Q2: 455,368 shares; 2025Q3: 540,598 shares; 2025Q4: 586,755 shares; 2026Q1: 620,617 shares; 2026Q2: 667,038 shares 667,038 $66M 0.58% +46,421 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552,512 shares; 2024Q4: 597,905 shares; 2025Q1: 624,302 shares; 2025Q2: 622,577 shares; 2025Q3: 736,985 shares; 2025Q4: 743,007 shares; 2026Q1: 722,611 shares; 2026Q2: 703,974 shares 703,974 $59M 0.51% -18,637 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,636 shares; 2024Q4: 91,047 shares; 2025Q1: 78,002 shares; 2025Q2: 72,972 shares; 2025Q3: 71,635 shares; 2025Q4: 71,668 shares; 2026Q1: 77,090 shares; 2026Q2: 76,713 shares 76,713 $57.4M 0.5% -377 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,911 shares; 2024Q4: 14,245 shares; 2025Q1: 13,144 shares; 2025Q2: 11,533 shares; 2025Q3: 11,464 shares; 2025Q4: 11,836 shares; 2026Q1: 9,168 shares; 2026Q2: 588,604 shares 588,604 $56.8M 0.5% +579,436 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 596,951 shares; 2024Q4: 609,009 shares; 2025Q1: 599,698 shares; 2025Q2: 653,467 shares; 2025Q3: 636,206 shares; 2025Q4: 655,922 shares; 2026Q1: 658,482 shares; 2026Q2: 654,722 shares 654,722 $53.6M 0.47% -3,760 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,051,476 shares; 2024Q4: 1,036,661 shares; 2025Q1: 1,157,170 shares; 2025Q2: 1,160,858 shares; 2025Q3: 1,099,304 shares; 2025Q4: 1,103,103 shares; 2026Q1: 1,098,638 shares; 2026Q2: 1,103,737 shares 1,103,737 $53.1M 0.46% +5,099 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; 2024Q3: 939,326 shares; 2024Q4: 962,724 shares; 2025Q1: 975,080 shares; 2025Q2: 865,400 shares; 2025Q3: 892,719 shares; 2025Q4: 942,979 shares; 2026Q1: 992,577 shares; 2026Q2: 1,042,071 shares 1,042,071 $52.7M 0.46% +49,494 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,791 shares; 2024Q4: 169,218 shares; 2025Q1: 270,716 shares; 2025Q2: 276,415 shares; 2025Q3: 278,124 shares; 2025Q4: 280,057 shares; 2026Q1: 319,923 shares; 2026Q2: 356,652 shares 356,652 $52.3M 0.46% +36,729 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 807,845 shares; 2024Q4: 815,868 shares; 2025Q1: 1,048,333 shares; 2025Q2: 1,106,184 shares; 2025Q3: 1,128,362 shares; 2025Q4: 1,180,027 shares; 2026Q1: 1,244,911 shares; 2026Q2: 1,279,784 shares 1,279,784 $50.6M 0.44% +34,873 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 986,075 shares; 2024Q4: 992,877 shares; 2025Q1: 1,016,329 shares; 2025Q2: 1,040,919 shares; 2025Q3: 1,023,495 shares; 2025Q4: 1,076,494 shares; 2026Q1: 1,154,484 shares; 2026Q2: 1,221,090 shares 1,221,090 $50.4M 0.44% +66,606 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,797 shares; 2024Q4: 165,645 shares; 2025Q1: 177,439 shares; 2025Q2: 185,548 shares; 2025Q3: 188,160 shares; 2025Q4: 208,571 shares; 2026Q1: 228,757 shares; 2026Q2: 249,554 shares 249,554 $49.9M 0.44% +20,797 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,140,123 shares; 2024Q4: 5,717,642 shares; 2025Q1: 6,803,893 shares; 2025Q2: 7,114,951 shares; 2025Q3: 7,479,032 shares; 2025Q4: 7,780,516 shares; 2026Q1: 8,226,025 shares; 2026Q2: 1,870,380 shares 1,870,380 $49.1M 0.43% -6,355,645 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; 2024Q3: 10,157,785 shares; 2024Q4: 10,678,258 shares; 2025Q1: 11,415,836 shares; 2025Q2: 1,843,614 shares; 2025Q3: 1,627,775 shares; 2025Q4: 1,563,088 shares; 2026Q1: 1,485,130 shares; 2026Q2: 1,363,387 shares 1,363,387 $47.8M 0.42% -121,743 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,026 shares; 2024Q4: 62,307 shares; 2025Q1: 63,325 shares; 2025Q2: 65,584 shares; 2025Q3: 65,866 shares; 2025Q4: 66,515 shares; 2026Q1: 68,352 shares; 2026Q2: 69,325 shares 69,325 $47.6M 0.42% +973 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,888 shares; 2024Q4: 269,713 shares; 2025Q1: 246,889 shares; 2025Q2: 267,797 shares; 2025Q3: 267,801 shares; 2025Q4: 284,556 shares; 2026Q1: 290,397 shares; 2026Q2: 321,873 shares 321,873 $42.6M 0.37% +31,476 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,056 shares; 2024Q4: 92,314 shares; 2025Q1: 86,759 shares; 2025Q2: 87,351 shares; 2025Q3: 90,908 shares; 2025Q4: 91,738 shares; 2026Q1: 89,968 shares; 2026Q2: 108,006 shares 108,006 $40.3M 0.35% +18,038 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,129 shares; 2024Q4: 144,651 shares; 2025Q1: 146,754 shares; 2025Q2: 149,460 shares; 2025Q3: 145,623 shares; 2025Q4: 144,174 shares; 2026Q1: 144,050 shares; 2026Q2: 140,012 shares 140,012 $34.5M 0.3% -4,038 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,914 shares; 2024Q4: 273,756 shares; 2025Q1: 274,898 shares; 2025Q2: 277,577 shares; 2025Q3: 265,501 shares; 2025Q4: 251,534 shares; 2026Q1: 252,844 shares; 2026Q2: 246,365 shares 246,365 $33.7M 0.29% -6,479 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,332 shares; 2024Q4: 199,625 shares; 2025Q1: 215,556 shares; 2025Q2: 215,884 shares; 2025Q3: 211,004 shares; 2025Q4: 206,277 shares; 2026Q1: 207,167 shares; 2026Q2: 206,498 shares 206,498 $32.4M 0.28% -669 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,293 shares; 2024Q4: 93,974 shares; 2025Q1: 93,859 shares; 2025Q2: 88,443 shares; 2025Q3: 91,943 shares; 2025Q4: 91,165 shares; 2026Q1: 194,973 shares; 2026Q2: 226,289 shares 226,289 $30.9M 0.27% +31,316 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,860,647 shares; 2024Q4: 890,831 shares; 2025Q1: 515,700 shares; 2025Q2: 456,605 shares; 2025Q3: 459,742 shares; 2025Q4: 486,936 shares; 2026Q1: 520,446 shares; 2026Q2: 520,070 shares 520,070 $30.7M 0.27% -376 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,521 shares; 2024Q4: 49,290 shares; 2025Q1: 61,504 shares; 2025Q2: 69,831 shares; 2025Q3: 72,688 shares; 2025Q4: 72,294 shares; 2026Q1: 88,920 shares; 2026Q2: 127,267 shares 127,267 $30.3M 0.26% +38,347 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 874,620 shares; 2024Q4: 847,448 shares; 2025Q1: 832,928 shares; 2025Q2: 792,365 shares; 2025Q3: 734,033 shares; 2025Q4: 726,382 shares; 2026Q1: 718,051 shares; 2026Q2: 656,345 shares 656,345 $29.1M 0.25% -61,706 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,752 shares; 2024Q4: 52,441 shares; 2025Q1: 47,583 shares; 2025Q2: 49,654 shares; 2025Q3: 56,384 shares; 2025Q4: 56,033 shares; 2026Q1: 56,668 shares; 2026Q2: 81,001 shares 81,001 $28.6M 0.25% +24,333 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,542 shares; 2024Q4: 47,609 shares; 2025Q1: 50,737 shares; 2025Q2: 49,739 shares; 2025Q3: 55,178 shares; 2025Q4: 59,620 shares; 2026Q1: 61,589 shares; 2026Q2: 70,429 shares 70,429 $26.6M 0.23% +8,840 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; 2024Q3: 104,868 shares; 2024Q4: 127,398 shares; 2025Q1: 185,956 shares; 2025Q2: 365,641 shares; 2025Q3: 424,411 shares; 2025Q4: 454,649 shares; 2026Q1: 475,253 shares; 2026Q2: 516,975 shares 516,975 $26.2M 0.23% +41,722 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,887 shares; 2024Q4: 320,598 shares; 2025Q1: 622,937 shares; 2025Q2: 590,903 shares; 2025Q3: 571,643 shares; 2025Q4: 483,072 shares; 2026Q1: 477,984 shares; 2026Q2: 474,836 shares 474,836 $26.1M 0.23% -3,148 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,093 shares; 2024Q4: 209 shares; 2025Q1: 1,096 shares; 2025Q2: not reported; 2025Q3: 66,628 shares; 2025Q4: 274,437 shares; 2026Q1: 265,896 shares; 2026Q2: 267,986 shares 267,986 $25.3M 0.22% +2,090 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,743 shares; 2024Q4: 205,178 shares; 2025Q1: 194,614 shares; 2025Q2: 197,096 shares; 2025Q3: 201,813 shares; 2025Q4: 213,779 shares; 2026Q1: 216,863 shares; 2026Q2: 241,378 shares 241,378 $24.8M 0.22% +24,515 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,279 shares; 2024Q4: 57,461 shares; 2025Q1: 56,501 shares; 2025Q2: 57,958 shares; 2025Q3: 58,721 shares; 2025Q4: 60,383 shares; 2026Q1: 68,972 shares; 2026Q2: 68,722 shares 68,722 $24.6M 0.21% -250 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,781 shares; 2024Q4: 30,516 shares; 2025Q1: 31,820 shares; 2025Q2: 31,771 shares; 2025Q3: 33,688 shares; 2025Q4: 33,352 shares; 2026Q1: 33,365 shares; 2026Q2: 46,166 shares 46,166 $23.1M 0.2% +12,801 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,914 shares; 2024Q4: 52,622 shares; 2025Q1: 50,189 shares; 2025Q2: 49,090 shares; 2025Q3: 49,050 shares; 2025Q4: 46,389 shares; 2026Q1: 45,364 shares; 2026Q2: 178,474 shares 178,474 $22.2M 0.19% +133,110 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,479 shares; 2024Q4: 8,491 shares; 2025Q1: 12,920 shares; 2025Q2: 171,641 shares; 2025Q3: 184,500 shares; 2025Q4: 193,926 shares; 2026Q1: 197,700 shares; 2026Q2: 205,542 shares 205,542 $21.9M 0.19% +7,842 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312,077 shares; 2024Q4: 299,004 shares; 2025Q1: 298,695 shares; 2025Q2: 447,121 shares; 2025Q3: 460,689 shares; 2025Q4: 456,595 shares; 2026Q1: 440,827 shares; 2026Q2: 450,660 shares 450,660 $21.2M 0.18% +9,833 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,741 shares; 2024Q4: 22,162 shares; 2025Q1: 22,031 shares; 2025Q2: 22,530 shares; 2025Q3: 22,231 shares; 2025Q4: 24,422 shares; 2026Q1: 27,385 shares; 2026Q2: 28,712 shares 28,712 $21.1M 0.18% +1,327 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,494 shares; 2024Q4: 156,642 shares; 2025Q1: 157,873 shares; 2025Q2: 139,518 shares; 2025Q3: 137,001 shares; 2025Q4: 135,651 shares; 2026Q1: 136,332 shares; 2026Q2: 135,927 shares 135,927 $21M 0.18% -405 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,261 shares; 2024Q4: 2,356 shares; 2025Q1: 3,519 shares; 2025Q2: 5,048 shares; 2025Q3: 5,267 shares; 2025Q4: 10,717 shares; 2026Q1: 15,524 shares; 2026Q2: 109,925 shares 109,925 $20.9M 0.18% +94,401 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,168 shares; 2024Q4: 11,956 shares; 2025Q1: 12,474 shares; 2025Q2: 19,450 shares; 2025Q3: 19,190 shares; 2025Q4: 18,601 shares; 2026Q1: 18,154 shares; 2026Q2: 18,974 shares 18,974 $20.2M 0.18% +820 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,426 shares; 2024Q4: 54,232 shares; 2025Q1: 54,238 shares; 2025Q2: 52,987 shares; 2025Q3: 55,055 shares; 2025Q4: 55,202 shares; 2026Q1: 54,493 shares; 2026Q2: 69,735 shares 69,735 $18.9M 0.16% +15,242 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,016 shares; 2024Q4: 9,045 shares; 2025Q1: 108,879 shares; 2025Q2: 106,061 shares; 2025Q3: 104,536 shares; 2025Q4: 98,791 shares; 2026Q1: 98,196 shares; 2026Q2: 99,294 shares 99,294 $18.4M 0.16% +1,098 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,787 shares; 2024Q4: 15,666 shares; 2025Q1: 16,213 shares; 2025Q2: 16,224 shares; 2025Q3: 44,852 shares; 2025Q4: 164,833 shares; 2026Q1: 169,471 shares; 2026Q2: 168,326 shares 168,326 $17.5M 0.15% -1,145 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,529 shares; 2024Q4: 131,844 shares; 2025Q1: 36,401 shares; 2025Q2: 36,854 shares; 2025Q3: 37,203 shares; 2025Q4: 35,871 shares; 2026Q1: 27,683 shares; 2026Q2: 67,043 shares 67,043 $17M 0.15% +39,360 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,456 shares; 2024Q4: 61,475 shares; 2025Q1: 14,557 shares; 2025Q2: 14,335 shares; 2025Q3: 15,336 shares; 2025Q4: 16,263 shares; 2026Q1: 70,060 shares; 2026Q2: 75,170 shares 75,170 $16.8M 0.15% +5,110 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,928 shares; 2024Q4: 139,018 shares; 2025Q1: 141,406 shares; 2025Q2: 140,655 shares; 2025Q3: 148,003 shares; 2025Q4: 143,364 shares; 2026Q1: 142,974 shares; 2026Q2: 142,605 shares 142,605 $16.7M 0.15% -369 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 786,027 shares; 2024Q4: 813,104 shares; 2025Q1: 857,083 shares; 2025Q2: 879,462 shares; 2025Q3: 909,109 shares; 2025Q4: 935,827 shares; 2026Q1: 977,829 shares; 2026Q2: 248,114 shares 248,114 $16.7M 0.15% -729,715 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,961 shares; 2024Q4: 2,922 shares; 2025Q1: 122,065 shares; 2025Q2: 125,616 shares; 2025Q3: 129,086 shares; 2025Q4: 142,340 shares; 2026Q1: 133,964 shares; 2026Q2: 136,983 shares 136,983 $16.6M 0.14% +3,019 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,336 shares; 2024Q4: 97,178 shares; 2025Q1: 113,674 shares; 2025Q2: 135,004 shares; 2025Q3: 144,383 shares; 2025Q4: 155,222 shares; 2026Q1: 136,833 shares; 2026Q2: 125,715 shares 125,715 $16.4M 0.14% -11,118 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,418 shares; 2024Q4: 3,448 shares; 2025Q1: 3,662 shares; 2025Q2: 7,770 shares; 2025Q3: 8,166 shares; 2025Q4: 6,684 shares; 2026Q1: 331,664 shares; 2026Q2: 336,721 shares 336,721 $16.2M 0.14% +5,057 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,137 shares; 2024Q4: 34,413 shares; 2025Q1: 21,973 shares; 2025Q2: 25,596 shares; 2025Q3: 36,846 shares; 2025Q4: 36,464 shares; 2026Q1: 162,257 shares; 2026Q2: 176,410 shares 176,410 $16M 0.14% +14,153 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,986 shares; 2024Q4: 64,098 shares; 2025Q1: 11,402 shares; 2025Q2: 10,924 shares; 2025Q3: 10,601 shares; 2025Q4: 10,528 shares; 2026Q1: 67,701 shares; 2026Q2: 72,470 shares 72,470 $16M 0.14% +4,769 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,661 shares; 2024Q4: 47,876 shares; 2025Q1: 47,955 shares; 2025Q2: 50,526 shares; 2025Q3: 51,565 shares; 2025Q4: 57,474 shares; 2026Q1: 55,022 shares; 2026Q2: 54,067 shares 54,067 $15.9M 0.14% -955 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,794 shares; 2024Q4: 52,579 shares; 2025Q1: 60,032 shares; 2025Q2: 62,113 shares; 2025Q3: 62,535 shares; 2025Q4: 65,383 shares; 2026Q1: 54,865 shares; 2026Q2: 57,509 shares 57,509 $15.6M 0.14% +2,644 Timeline CTAP SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 307,750 shares; 2026Q2: 583,086 shares 583,086 $15.4M 0.13% +275,336 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,921 shares; 2024Q4: 208,872 shares; 2025Q1: 223,719 shares; 2025Q2: 212,549 shares; 2025Q3: 212,052 shares; 2025Q4: 209,061 shares; 2026Q1: 206,246 shares; 2026Q2: 206,866 shares 206,866 $15.2M 0.13% +620 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,550 shares; 2024Q4: 18,133 shares; 2025Q1: 18,138 shares; 2025Q2: 18,341 shares; 2025Q3: 18,341 shares; 2025Q4: 17,851 shares; 2026Q1: 18,364 shares; 2026Q2: 19,880 shares 19,880 $14.8M 0.13% +1,516 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,789 shares; 2024Q4: 5,597 shares; 2025Q1: 6,229 shares; 2025Q2: 4,639 shares; 2025Q3: 4,856 shares; 2025Q4: 4,681 shares; 2026Q1: 83,806 shares; 2026Q2: 97,756 shares 97,756 $14.8M 0.13% +13,950 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,002 shares; 2024Q4: 98,404 shares; 2025Q1: 95,222 shares; 2025Q2: 90,523 shares; 2025Q3: 88,980 shares; 2025Q4: 83,983 shares; 2026Q1: 82,324 shares; 2026Q2: 83,292 shares 83,292 $14.3M 0.13% +968 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,985 shares; 2025Q2: 44,043 shares; 2025Q3: 42,309 shares; 2025Q4: 37,331 shares; 2026Q1: 34,226 shares; 2026Q2: 32,370 shares 32,370 $14M 0.12% -1,856 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 18 shares 18 $13.5M 0.12% +4 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,542 shares; 2024Q4: 146,496 shares; 2025Q1: 155,454 shares; 2025Q2: 165,012 shares; 2025Q3: 169,780 shares; 2025Q4: 178,237 shares; 2026Q1: 168,075 shares; 2026Q2: 161,696 shares 161,696 $13.4M 0.12% -6,379 Timeline RSIT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 641,979 shares 641,979 $13.2M 0.12% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,300 shares; 2024Q4: 36,442 shares; 2025Q1: 36,502 shares; 2025Q2: 36,772 shares; 2025Q3: 37,855 shares; 2025Q4: 38,403 shares; 2026Q1: 39,604 shares; 2026Q2: 38,092 shares 38,092 $13.1M 0.11% -1,512 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,541 shares; 2024Q4: 111,679 shares; 2025Q1: 114,057 shares; 2025Q2: 113,636 shares; 2025Q3: 114,200 shares; 2025Q4: 114,460 shares; 2026Q1: 115,450 shares; 2026Q2: 134,951 shares 134,951 $13M 0.11% +19,501 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,957 shares; 2024Q4: 18,213 shares; 2025Q1: 20,918 shares; 2025Q2: 20,997 shares; 2025Q3: 21,430 shares; 2025Q4: 22,206 shares; 2026Q1: 21,778 shares; 2026Q2: 39,077 shares 39,077 $12.8M 0.11% +17,299 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,340 shares; 2024Q4: 19,182 shares; 2025Q1: 22,822 shares; 2025Q2: 23,562 shares; 2025Q3: 24,024 shares; 2025Q4: 24,978 shares; 2026Q1: 23,560 shares; 2026Q2: 22,021 shares 22,021 $12.4M 0.11% -1,539 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,144 shares; 2024Q4: 33,330 shares; 2025Q1: 44,218 shares; 2025Q2: 39,046 shares; 2025Q3: 39,001 shares; 2025Q4: 39,921 shares; 2026Q1: 54,985 shares; 2026Q2: 89,040 shares 89,040 $12.2M 0.11% +34,055 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,289 shares; 2024Q4: 18,060 shares; 2025Q1: 17,969 shares; 2025Q2: 18,363 shares; 2025Q3: 17,992 shares; 2025Q4: 18,012 shares; 2026Q1: 18,572 shares; 2026Q2: 32,742 shares 32,742 $12.2M 0.11% +14,170 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,726 shares; 2024Q4: 10,305 shares; 2025Q1: 19,413 shares; 2025Q2: 21,028 shares; 2025Q3: 21,043 shares; 2025Q4: 18,853 shares; 2026Q1: 17,126 shares; 2026Q2: 16,923 shares 16,923 $12.2M 0.11% -203 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,526 shares; 2024Q4: 49,103 shares; 2025Q1: 50,393 shares; 2025Q2: 49,145 shares; 2025Q3: 53,517 shares; 2025Q4: 54,383 shares; 2026Q1: 53,372 shares; 2026Q2: 107,409 shares 107,409 $12.2M 0.11% +54,037 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,585 shares; 2024Q4: 117,607 shares; 2025Q1: 119,355 shares; 2025Q2: 107,602 shares; 2025Q3: 101,598 shares; 2025Q4: 100,165 shares; 2026Q1: 99,268 shares; 2026Q2: 98,823 shares 98,823 $11.8M 0.1% -445 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,762 shares; 2024Q4: 183,380 shares; 2025Q1: 184,643 shares; 2025Q2: 206,916 shares; 2025Q3: 215,078 shares; 2025Q4: 224,158 shares; 2026Q1: 231,886 shares; 2026Q2: 240,524 shares 240,524 $11.4M 0.1% +8,638 Timeline NTSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 199,324 shares; 2026Q2: 229,815 shares 229,815 $11.2M 0.1% +30,491 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,927 shares; 2024Q4: 56,104 shares; 2025Q1: 52,917 shares; 2025Q2: 51,645 shares; 2025Q3: 51,437 shares; 2025Q4: 47,625 shares; 2026Q1: 46,184 shares; 2026Q2: 45,664 shares 45,664 $11.1M 0.1% -520 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,332 shares; 2024Q4: 11,474 shares; 2025Q1: 19,034 shares; 2025Q2: 23,741 shares; 2025Q3: 23,744 shares; 2025Q4: 25,573 shares; 2026Q1: 27,028 shares; 2026Q2: 26,232 shares 26,232 $11M 0.1% -796 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,987 shares; 2024Q4: 7,392 shares; 2025Q1: 8,374 shares; 2025Q2: 7,770 shares; 2025Q3: 7,845 shares; 2025Q4: 10,095 shares; 2026Q1: 10,691 shares; 2026Q2: 9,132 shares 9,132 $11M 0.1% -1,559 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,081 shares; 2024Q4: 2,253 shares; 2025Q1: 2,671 shares; 2025Q2: 2,765 shares; 2025Q3: 3,153 shares; 2025Q4: 3,220 shares; 2026Q1: 6,458 shares; 2026Q2: 9,060 shares 9,060 $10.6M 0.09% +2,602 Timeline RSSY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,938 shares; 2026Q2: 404,017 shares 404,017 $10.3M 0.09% +331,079 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,798 shares; 2024Q4: 7,887 shares; 2025Q1: 8,258 shares; 2025Q2: 7,488 shares; 2025Q3: 7,679 shares; 2025Q4: 8,069 shares; 2026Q1: 8,484 shares; 2026Q2: 8,883 shares 8,883 $10.3M 0.09% +399 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,854 shares; 2024Q4: 200,119 shares; 2025Q1: 184,625 shares; 2025Q2: 108,051 shares; 2025Q3: 99,039 shares; 2025Q4: 96,660 shares; 2026Q1: 95,665 shares; 2026Q2: 90,082 shares 90,082 $9.69M 0.08% -5,583 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,630 shares; 2024Q4: 33,473 shares; 2025Q1: 45,967 shares; 2025Q2: 54,363 shares; 2025Q3: 76,195 shares; 2025Q4: 79,671 shares; 2026Q1: 100,754 shares; 2026Q2: 103,034 shares 103,034 $9.62M 0.08% +2,280 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,399 shares; 2024Q4: 219,452 shares; 2025Q1: 270,619 shares; 2025Q2: 195,912 shares; 2025Q3: 179,536 shares; 2025Q4: 150,249 shares; 2026Q1: 141,760 shares; 2026Q2: 137,045 shares 137,045 $9.58M 0.08% -4,715 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,999 shares; 2024Q4: 1,649 shares; 2025Q1: 1,608 shares; 2025Q2: 1,949 shares; 2025Q3: 1,974 shares; 2025Q4: 1,910 shares; 2026Q1: 3,275 shares; 2026Q2: 31,606 shares 31,606 $9.54M 0.08% +28,331 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,093 shares; 2024Q4: 145,933 shares; 2025Q1: 134,534 shares; 2025Q2: 156,472 shares; 2025Q3: 155,558 shares; 2025Q4: 158,027 shares; 2026Q1: 157,147 shares; 2026Q2: 168,404 shares 168,404 $9.21M 0.08% +11,257 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,326 shares; 2024Q4: 9,547 shares; 2025Q1: 14,538 shares; 2025Q2: 15,799 shares; 2025Q3: 16,457 shares; 2025Q4: 20,226 shares; 2026Q1: 27,986 shares; 2026Q2: 40,085 shares 40,085 $9.1M 0.08% +12,099 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,109 shares; 2026Q2: 193,379 shares 193,379 $9.01M 0.08% +123,270 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159,751 shares; 2026Q2: 468,556 shares 468,556 $8.92M 0.08% +308,805 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,358 shares; 2024Q4: 93,964 shares; 2025Q1: 89,052 shares; 2025Q2: 87,666 shares; 2025Q3: 86,248 shares; 2025Q4: 83,552 shares; 2026Q1: 82,626 shares; 2026Q2: 81,169 shares 81,169 $8.86M 0.08% -1,457 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,680 shares; 2024Q4: 11,792 shares; 2025Q1: 11,777 shares; 2025Q2: 11,500 shares; 2025Q3: 11,688 shares; 2025Q4: 11,776 shares; 2026Q1: 12,037 shares; 2026Q2: 17,158 shares 17,158 $8.81M 0.08% +5,121 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,579 shares; 2024Q4: 6,561 shares; 2025Q1: 8,539 shares; 2025Q2: 7,252 shares; 2025Q3: 7,271 shares; 2025Q4: 7,284 shares; 2026Q1: 7,296 shares; 2026Q2: 9,106 shares 9,106 $8.79M 0.08% +1,810 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; 2024Q3: 155,823 shares; 2024Q4: 302,278 shares; 2025Q1: 244,868 shares; 2025Q2: 231,661 shares; 2025Q3: 230,841 shares; 2025Q4: 230,882 shares; 2026Q1: 232,539 shares; 2026Q2: 242,285 shares 242,285 $8.75M 0.08% +9,746 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,981 shares; 2024Q4: 60,350 shares; 2025Q1: 47,482 shares; 2025Q2: 44,765 shares; 2025Q3: 48,450 shares; 2025Q4: 51,888 shares; 2026Q1: 74,431 shares; 2026Q2: 73,859 shares 73,859 $8.68M 0.08% -572 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,784 shares; 2024Q4: 29,734 shares; 2025Q1: 30,378 shares; 2025Q2: 33,531 shares; 2025Q3: 34,888 shares; 2025Q4: 34,990 shares; 2026Q1: 34,635 shares; 2026Q2: 33,990 shares 33,990 $8.55M 0.07% -645 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,687 shares; 2024Q4: 7,266 shares; 2025Q1: 7,690 shares; 2025Q2: 7,517 shares; 2025Q3: 7,810 shares; 2025Q4: 8,164 shares; 2026Q1: 9,264 shares; 2026Q2: 9,116 shares 9,116 $8.53M 0.07% -148 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,131 shares; 2024Q4: 171,640 shares; 2025Q1: 176,778 shares; 2025Q2: 176,310 shares; 2025Q3: 182,189 shares; 2025Q4: 179,952 shares; 2026Q1: 183,784 shares; 2026Q2: 185,130 shares 185,130 $8.53M 0.07% +1,346 Timeline GDT WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185,447 shares; 2026Q2: 249,906 shares 249,906 $8.38M 0.07% +64,459 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,066 shares; 2024Q4: 24,487 shares; 2025Q1: 16,388 shares; 2025Q2: 15,238 shares; 2025Q3: 20,273 shares; 2025Q4: 21,094 shares; 2026Q1: 23,487 shares; 2026Q2: 50,333 shares 50,333 $8.34M 0.07% +26,846 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,137,122 shares; 2024Q4: 7,503,591 shares; 2025Q1: 10,139,173 shares; 2025Q2: 192,661 shares; 2025Q3: 185,951 shares; 2025Q4: 170,148 shares; 2026Q1: 157,014 shares; 2026Q2: 148,165 shares 148,165 $8.13M 0.07% -8,849 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,975 shares; 2024Q4: 7,411 shares; 2025Q1: 7,216 shares; 2025Q2: 7,242 shares; 2025Q3: 7,333 shares; 2025Q4: 7,191 shares; 2026Q1: 7,005 shares; 2026Q2: 65,557 shares 65,557 $7.84M 0.07% +58,552 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,003 shares; 2024Q4: 283,922 shares; 2025Q1: 286,695 shares; 2025Q2: 289,129 shares; 2025Q3: 298,939 shares; 2025Q4: 303,023 shares; 2026Q1: 306,966 shares; 2026Q2: 310,721 shares 310,721 $7.73M 0.07% +3,755 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,659 shares; 2024Q4: 20,653 shares; 2025Q1: 20,592 shares; 2025Q2: 20,377 shares; 2025Q3: 19,814 shares; 2025Q4: 19,443 shares; 2026Q1: 19,276 shares; 2026Q2: 18,712 shares 18,712 $7.66M 0.07% -564 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,740 shares; 2024Q4: 35,135 shares; 2025Q1: 37,717 shares; 2025Q2: 35,370 shares; 2025Q3: 35,940 shares; 2025Q4: 41,045 shares; 2026Q1: 43,636 shares; 2026Q2: 132,948 shares 132,948 $7.58M 0.07% +89,312 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,110 shares; 2024Q4: 59,030 shares; 2025Q1: 163,935 shares; 2025Q2: 163,359 shares; 2025Q3: 160,590 shares; 2025Q4: 136,101 shares; 2026Q1: 136,097 shares; 2026Q2: 139,196 shares 139,196 $7.52M 0.07% +3,099 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,407 shares; 2024Q4: 74,568 shares; 2025Q1: 74,813 shares; 2025Q2: 74,791 shares; 2025Q3: 75,597 shares; 2025Q4: 75,287 shares; 2026Q1: 74,942 shares; 2026Q2: 75,582 shares 75,582 $7.29M 0.06% +640 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 131,910 shares; 2026Q2: 236,633 shares 236,633 $7.23M 0.06% +104,723 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340,330 shares; 2024Q4: 325,684 shares; 2025Q1: 297,750 shares; 2025Q2: 275,685 shares; 2025Q3: 118,739 shares; 2025Q4: 94,046 shares; 2026Q1: 83,895 shares; 2026Q2: 101,193 shares 101,193 $7.21M 0.06% +17,298 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,390 shares; 2024Q4: 109,422 shares; 2025Q1: 107,673 shares; 2025Q2: 109,605 shares; 2025Q3: 109,392 shares; 2025Q4: 112,151 shares; 2026Q1: 112,177 shares; 2026Q2: 123,856 shares 123,856 $6.93M 0.06% +11,679 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,373 shares; 2024Q4: 133,121 shares; 2025Q1: 138,256 shares; 2025Q2: 139,195 shares; 2025Q3: 143,965 shares; 2025Q4: 142,412 shares; 2026Q1: 144,101 shares; 2026Q2: 146,474 shares 146,474 $6.88M 0.06% +2,373 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,348 shares; 2024Q4: 10,632 shares; 2025Q1: 14,559 shares; 2025Q2: 11,908 shares; 2025Q3: 11,152 shares; 2025Q4: 12,842 shares; 2026Q1: 12,560 shares; 2026Q2: 11,661 shares 11,661 $6.77M 0.06% -899 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,549 shares; 2025Q3: 111,669 shares; 2025Q4: 118,302 shares; 2026Q1: 142,121 shares; 2026Q2: 155,357 shares 155,357 $6.56M 0.06% +13,236 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,437 shares; 2024Q4: 1,437 shares; 2025Q1: 1,437 shares; 2025Q2: not reported; 2025Q3: 1,419 shares; 2025Q4: 1,419 shares; 2026Q1: 1,465 shares; 2026Q2: 41,086 shares 41,086 $6.52M 0.06% +39,621 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; 2024Q3: 978,541 shares; 2024Q4: 405,058 shares; 2025Q1: 146,706 shares; 2025Q2: 136,415 shares; 2025Q3: 147,016 shares; 2025Q4: 139,997 shares; 2026Q1: 138,225 shares; 2026Q2: 117,948 shares 117,948 $6.51M 0.06% -20,277 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,446 shares; 2024Q4: 37,446 shares; 2025Q1: 37,439 shares; 2025Q2: 37,415 shares; 2025Q3: 37,479 shares; 2025Q4: 37,486 shares; 2026Q1: 37,479 shares; 2026Q2: 38,937 shares 38,937 $6.41M 0.06% +1,458 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,147 shares; 2024Q4: 17,433 shares; 2025Q1: 18,059 shares; 2025Q2: 17,829 shares; 2025Q3: 17,732 shares; 2025Q4: 17,742 shares; 2026Q1: 19,663 shares; 2026Q2: 78,837 shares 78,837 $6.35M 0.06% +59,174 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,765 shares; 2024Q4: 61,102 shares; 2025Q1: 39,678 shares; 2025Q2: 44,246 shares; 2025Q3: 40,722 shares; 2025Q4: 45,181 shares; 2026Q1: 74,962 shares; 2026Q2: 75,994 shares 75,994 $6.18M 0.05% +1,032 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,716 shares; 2024Q4: 25,719 shares; 2025Q1: 42,440 shares; 2025Q2: 41,560 shares; 2025Q3: 42,873 shares; 2025Q4: 44,318 shares; 2026Q1: 44,992 shares; 2026Q2: 46,891 shares 46,891 $6.03M 0.05% +1,899 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,635 shares; 2026Q2: 195,562 shares 195,562 $6.02M 0.05% +136,927 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,084 shares; 2024Q4: 8,793 shares; 2025Q1: 22,703 shares; 2025Q2: 25,815 shares; 2025Q3: 26,792 shares; 2025Q4: 15,221 shares; 2026Q1: 14,788 shares; 2026Q2: 61,866 shares 61,866 $5.92M 0.05% +47,078 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,394 shares; 2026Q1: 71,136 shares; 2026Q2: 50,392 shares 50,392 $5.9M 0.05% -20,744 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,250 shares; 2024Q4: 23,011 shares; 2025Q1: 25,127 shares; 2025Q2: 24,447 shares; 2025Q3: 17,730 shares; 2025Q4: 17,016 shares; 2026Q1: 16,815 shares; 2026Q2: 16,816 shares 16,816 $5.78M 0.05% +1 Timeline WTIP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142,354 shares; 2026Q2: 167,410 shares 167,410 $5.78M 0.05% +25,056 Timeline RSBY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 328,126 shares; 2026Q2: 308,185 shares 308,185 $5.69M 0.05% -19,941 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,884 shares; 2024Q4: 57,499 shares; 2025Q1: 45,332 shares; 2025Q2: 42,356 shares; 2025Q3: 42,060 shares; 2025Q4: 40,569 shares; 2026Q1: 40,123 shares; 2026Q2: 37,931 shares 37,931 $5.63M 0.05% -2,192 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 39 shares; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: not reported; 2026Q1: 697 shares; 2026Q2: 51,638 shares 51,638 $5.53M 0.05% +50,941 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128,661 shares; 2026Q2: 148,249 shares 148,249 $5.43M 0.05% +19,588 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,029 shares; 2024Q4: 103,045 shares; 2025Q1: 76,399 shares; 2025Q2: 71,231 shares; 2025Q3: 71,423 shares; 2025Q4: 73,690 shares; 2026Q1: 73,199 shares; 2026Q2: 69,791 shares 69,791 $5.38M 0.05% -3,408 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,322 shares; 2024Q4: 179,129 shares; 2025Q1: 168,555 shares; 2025Q2: 126,439 shares; 2025Q3: 122,909 shares; 2025Q4: 126,201 shares; 2026Q1: 121,230 shares; 2026Q2: 116,324 shares 116,324 $5.33M 0.05% -4,906 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,432 shares; 2024Q4: 17,033 shares; 2025Q1: 15,927 shares; 2025Q2: 15,191 shares; 2025Q3: 15,417 shares; 2025Q4: 15,356 shares; 2026Q1: 14,580 shares; 2026Q2: 15,057 shares 15,057 $5.31M 0.05% +477 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,678 shares; 2024Q4: 64,681 shares; 2025Q1: 62,635 shares; 2025Q2: 60,567 shares; 2025Q3: 23,655 shares; 2025Q4: 19,343 shares; 2026Q1: 20,429 shares; 2026Q2: 22,173 shares 22,173 $5.25M 0.05% +1,744 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,932 shares; 2026Q2: 61,272 shares 61,272 $5.23M 0.05% +340 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,640 shares; 2024Q4: 177,211 shares; 2025Q1: 185,369 shares; 2025Q2: 154,483 shares; 2025Q3: 162,586 shares; 2025Q4: 181,387 shares; 2026Q1: 190,141 shares; 2026Q2: 208,674 shares 208,674 $5.21M 0.05% +18,533 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,947 shares; 2024Q4: 217,898 shares; 2025Q1: 220,880 shares; 2025Q2: 207,535 shares; 2025Q3: 183,431 shares; 2025Q4: 181,041 shares; 2026Q1: 179,582 shares; 2026Q2: 140,726 shares 140,726 $5.18M 0.05% -38,856 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 460,000 shares; 2025Q4: 460,016 shares; 2026Q1: 460,016 shares; 2026Q2: 460,016 shares 460,016 $5.12M 0.04% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,433 shares; 2024Q4: 17,369 shares; 2025Q1: 17,512 shares; 2025Q2: 17,820 shares; 2025Q3: 17,083 shares; 2025Q4: 16,546 shares; 2026Q1: 16,891 shares; 2026Q2: 16,847 shares 16,847 $5.11M 0.04% -44 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,571 shares; 2025Q2: 1,623 shares; 2025Q3: 1,671 shares; 2025Q4: 1,748 shares; 2026Q1: 1,685 shares; 2026Q2: 5,309 shares 5,309 $5.1M 0.04% +3,624 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,786 shares; 2024Q4: 18,786 shares; 2025Q1: 19,736 shares; 2025Q2: 19,229 shares; 2025Q3: 19,244 shares; 2025Q4: 19,239 shares; 2026Q1: 17,271 shares; 2026Q2: 16,501 shares 16,501 $5.05M 0.04% -770 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,825 shares; 2024Q4: 66,906 shares; 2025Q1: 66,895 shares; 2025Q2: 66,895 shares; 2025Q3: 66,931 shares; 2025Q4: 66,931 shares; 2026Q1: 67,515 shares; 2026Q2: 67,008 shares 67,008 $5.04M 0.04% -507 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,724 shares; 2024Q4: 51,784 shares; 2025Q1: 47,896 shares; 2025Q2: 46,313 shares; 2025Q3: 15,526 shares; 2025Q4: 11,605 shares; 2026Q1: 11,408 shares; 2026Q2: 57,003 shares 57,003 $5.01M 0.04% +45,595 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,467 shares; 2024Q4: 5,981 shares; 2025Q1: 12,340 shares; 2025Q2: 11,975 shares; 2025Q3: 16,840 shares; 2025Q4: 16,323 shares; 2026Q1: 16,852 shares; 2026Q2: 22,762 shares 22,762 $4.97M 0.04% +5,910 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,560 shares; 2024Q4: 7,527 shares; 2025Q1: 7,246 shares; 2025Q2: 7,012 shares; 2025Q3: 6,932 shares; 2025Q4: 6,264 shares; 2026Q1: 6,649 shares; 2026Q2: 16,103 shares 16,103 $4.84M 0.04% +9,454 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; 2024Q3: 5,008 shares; 2024Q4: 5,600 shares; 2025Q1: 5,031 shares; 2025Q2: 4,819 shares; 2025Q3: 4,544 shares; 2025Q4: 4,296 shares; 2026Q1: 54,283 shares; 2026Q2: 53,049 shares 53,049 $4.66M 0.04% -1,234 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,641 shares; 2024Q4: 2,150 shares; 2025Q1: 8,237 shares; 2025Q2: 9,817 shares; 2025Q3: 24,782 shares; 2025Q4: 54,212 shares; 2026Q1: 66,790 shares; 2026Q2: 80,047 shares 80,047 $4.66M 0.04% +13,257 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,360 shares; 2026Q2: 173,188 shares 173,188 $4.58M 0.04% +110,828 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,046 shares; 2024Q4: 29,667 shares; 2025Q1: 41,583 shares; 2025Q2: 53,181 shares; 2025Q3: 51,994 shares; 2025Q4: 54,408 shares; 2026Q1: 56,965 shares; 2026Q2: 52,891 shares 52,891 $4.52M 0.04% -4,074 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,081 shares; 2024Q4: 5,980 shares; 2025Q1: 13,583 shares; 2025Q2: 13,604 shares; 2025Q3: 14,210 shares; 2025Q4: 9,852 shares; 2026Q1: 9,787 shares; 2026Q2: 35,549 shares 35,549 $4.5M 0.04% +25,762 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,447 shares; 2024Q4: 27,865 shares; 2025Q1: 37,264 shares; 2025Q2: 40,354 shares; 2025Q3: 50,725 shares; 2025Q4: 52,466 shares; 2026Q1: 55,821 shares; 2026Q2: 65,491 shares 65,491 $4.45M 0.04% +9,670 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,153 shares; 2024Q4: 12,801 shares; 2025Q1: 15,465 shares; 2025Q2: 17,739 shares; 2025Q3: 17,075 shares; 2025Q4: 17,654 shares; 2026Q1: 19,489 shares; 2026Q2: 24,528 shares 24,528 $4.44M 0.04% +5,039 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 168 shares; 2025Q2: not reported; 2025Q3: 168 shares; 2025Q4: not reported; 2026Q1: 15,060 shares; 2026Q2: 14,598 shares 14,598 $4.42M 0.04% -462 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,537 shares; 2024Q4: 204,581 shares; 2025Q1: 201,931 shares; 2025Q2: 187,833 shares; 2025Q3: 186,737 shares; 2025Q4: 188,767 shares; 2026Q1: 185,957 shares; 2026Q2: 190,404 shares 190,404 $4.34M 0.04% +4,447 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,075 shares; 2024Q4: 4,629 shares; 2025Q1: 4,690 shares; 2025Q2: 4,762 shares; 2025Q3: 4,885 shares; 2025Q4: 5,135 shares; 2026Q1: 12,000 shares; 2026Q2: 10,169 shares 10,169 $4.33M 0.04% -1,831 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,480 shares; 2025Q3: 80,996 shares; 2025Q4: 83,297 shares; 2026Q1: 84,181 shares; 2026Q2: 86,350 shares 86,350 $4.24M 0.04% +2,169 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,659 shares; 2024Q4: 6,857 shares; 2025Q1: 13,588 shares; 2025Q2: 13,515 shares; 2025Q3: 13,399 shares; 2025Q4: 16,236 shares; 2026Q1: 33,888 shares; 2026Q2: 33,347 shares 33,347 $4.21M 0.04% -541 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,096 shares; 2024Q4: 5,408 shares; 2025Q1: 11,498 shares; 2025Q2: 9,818 shares; 2025Q3: 10,284 shares; 2025Q4: 14,423 shares; 2026Q1: 25,700 shares; 2026Q2: 29,480 shares 29,480 $4.12M 0.04% +3,780 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; 2024Q3: 15,367 shares; 2024Q4: 15,980 shares; 2025Q1: 16,609 shares; 2025Q2: 18,377 shares; 2025Q3: 17,607 shares; 2025Q4: 12,449 shares; 2026Q1: 18,829 shares; 2026Q2: 71,063 shares 71,063 $4.11M 0.04% +52,234 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,489 shares; 2024Q4: 8,193 shares; 2025Q1: 9,111 shares; 2025Q2: 6,643 shares; 2025Q3: 6,443 shares; 2025Q4: 6,713 shares; 2026Q1: 7,068 shares; 2026Q2: 86,152 shares 86,152 $4.09M 0.04% +79,084 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,883 shares; 2024Q4: 11,503 shares; 2025Q1: 12,435 shares; 2025Q2: 11,794 shares; 2025Q3: 12,048 shares; 2025Q4: 14,046 shares; 2026Q1: 14,384 shares; 2026Q2: 127,502 shares 127,502 $4.08M 0.04% +113,118 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; 2024Q3: 952 shares; 2024Q4: 1,046 shares; 2025Q1: 1,295 shares; 2025Q2: 1,283 shares; 2025Q3: 1,903 shares; 2025Q4: 2,160 shares; 2026Q1: 2,181 shares; 2026Q2: 18,229 shares 18,229 $4.06M 0.04% +16,048 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; 2024Q3: 29,301 shares; 2024Q4: 29,102 shares; 2025Q1: 43,734 shares; 2025Q2: 45,308 shares; 2025Q3: 44,385 shares; 2025Q4: 43,886 shares; 2026Q1: 44,523 shares; 2026Q2: 48,743 shares 48,743 $4.01M 0.04% +4,220 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,901 shares; 2024Q4: 26,616 shares; 2025Q1: 34,991 shares; 2025Q2: 35,033 shares; 2025Q3: 35,033 shares; 2025Q4: 35,162 shares; 2026Q1: 35,411 shares; 2026Q2: 35,265 shares 35,265 $3.89M 0.03% -146 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,914 shares; 2024Q4: 10,211 shares; 2025Q1: 22,665 shares; 2025Q2: 22,184 shares; 2025Q3: 23,709 shares; 2025Q4: 24,558 shares; 2026Q1: 24,941 shares; 2026Q2: 25,637 shares 25,637 $3.88M 0.03% +696 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,549 shares; 2024Q4: 46,534 shares; 2025Q1: 37,936 shares; 2025Q2: 37,891 shares; 2025Q3: 37,891 shares; 2025Q4: 37,891 shares; 2026Q1: 37,891 shares; 2026Q2: 37,891 shares 37,891 $3.84M 0.03% 0 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,182 shares; 2024Q4: 2,182 shares; 2025Q1: 43,801 shares; 2025Q2: 43,826 shares; 2025Q3: 44,785 shares; 2025Q4: 45,434 shares; 2026Q1: 45,433 shares; 2026Q2: 45,667 shares 45,667 $3.78M 0.03% +234 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,444 shares; 2025Q2: 14,954 shares; 2025Q3: 14,694 shares; 2025Q4: 17,694 shares; 2026Q1: 22,032 shares; 2026Q2: 22,198 shares 22,198 $3.77M 0.03% +166 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,090 shares; 2024Q4: 3,080 shares; 2025Q1: 3,367 shares; 2025Q2: 3,329 shares; 2025Q3: 3,291 shares; 2025Q4: 16,491 shares; 2026Q1: 17,926 shares; 2026Q2: 37,961 shares 37,961 $3.77M 0.03% +20,035 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,804 shares; 2024Q4: 81,513 shares; 2025Q1: 79,913 shares; 2025Q2: 72,714 shares; 2025Q3: 72,063 shares; 2025Q4: 71,330 shares; 2026Q1: 70,868 shares; 2026Q2: 70,505 shares 70,505 $3.72M 0.03% -363 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,845 shares; 2024Q4: 15,757 shares; 2025Q1: 17,283 shares; 2025Q2: 30,109 shares; 2025Q3: 34,639 shares; 2025Q4: 58,216 shares; 2026Q1: 51,292 shares; 2026Q2: 49,181 shares 49,181 $3.71M 0.03% -2,111 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,058 shares; 2024Q4: 5,880 shares; 2025Q1: 6,567 shares; 2025Q2: 6,219 shares; 2025Q3: 6,295 shares; 2025Q4: 6,663 shares; 2026Q1: 6,625 shares; 2026Q2: 7,755 shares 7,755 $3.7M 0.03% +1,130 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,279 shares; 2024Q4: 64,700 shares; 2025Q1: 59,934 shares; 2025Q2: 59,009 shares; 2025Q3: 58,530 shares; 2025Q4: 58,427 shares; 2026Q1: 57,559 shares; 2026Q2: 46,039 shares 46,039 $3.69M 0.03% -11,520 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,891 shares; 2024Q4: 46,197 shares; 2025Q1: 83,381 shares; 2025Q2: 92,353 shares; 2025Q3: 94,582 shares; 2025Q4: 96,231 shares; 2026Q1: 82,730 shares; 2026Q2: 177,410 shares 177,410 $3.67M 0.03% +94,680 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,591 shares; 2024Q4: 12,777 shares; 2025Q1: 15,486 shares; 2025Q2: 16,861 shares; 2025Q3: 17,689 shares; 2025Q4: 17,969 shares; 2026Q1: 20,602 shares; 2026Q2: 26,706 shares 26,706 $3.65M 0.03% +6,104 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,592 shares; 2024Q4: 13,884 shares; 2025Q1: 6,104 shares; 2025Q2: 5,187 shares; 2025Q3: 5,836 shares; 2025Q4: 6,206 shares; 2026Q1: 20,072 shares; 2026Q2: 19,729 shares 19,729 $3.65M 0.03% -343 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: not reported; 2025Q3: 536 shares; 2025Q4: not reported; 2026Q1: 1,146 shares; 2026Q2: 1,592 shares 1,592 $3.62M 0.03% +446 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,694 shares; 2026Q2: 44,424 shares 44,424 $3.6M 0.03% +40,730 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,900 shares; 2024Q4: 93,801 shares; 2025Q1: 93,551 shares; 2025Q2: 93,550 shares; 2025Q3: 93,551 shares; 2025Q4: 93,489 shares; 2026Q1: 93,489 shares; 2026Q2: 93,623 shares 93,623 $3.56M 0.03% +134 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,706 shares; 2024Q4: 22,723 shares; 2025Q1: 22,778 shares; 2025Q2: 22,896 shares; 2025Q3: 23,059 shares; 2025Q4: 19,731 shares; 2026Q1: 20,133 shares; 2026Q2: 20,167 shares 20,167 $3.56M 0.03% +34 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,842 shares; 2024Q4: 93,264 shares; 2025Q1: 94,928 shares; 2025Q2: 83,246 shares; 2025Q3: 79,676 shares; 2025Q4: 76,536 shares; 2026Q1: 74,877 shares; 2026Q2: 73,201 shares 73,201 $3.53M 0.03% -1,676 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,384 shares; 2024Q4: 27,452 shares; 2025Q1: 27,134 shares; 2025Q2: 26,824 shares; 2025Q3: 21,444 shares; 2025Q4: 20,660 shares; 2026Q1: 20,275 shares; 2026Q2: 21,493 shares 21,493 $3.51M 0.03% +1,218 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,788 shares; 2024Q4: 24,925 shares; 2025Q1: 26,607 shares; 2025Q2: 25,751 shares; 2025Q3: 26,158 shares; 2025Q4: 19,549 shares; 2026Q1: 20,219 shares; 2026Q2: 23,643 shares 23,643 $3.46M 0.03% +3,424 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,017 shares; 2024Q4: 994 shares; 2025Q1: 1,146 shares; 2025Q2: not reported; 2025Q3: 878 shares; 2025Q4: not reported; 2026Q1: 927 shares; 2026Q2: 15,956 shares 15,956 $3.46M 0.03% +15,029 Timeline HFMF TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185,657 shares; 2026Q2: 160,803 shares 160,803 $3.45M 0.03% -24,854 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,818 shares; 2024Q4: 34,384 shares; 2025Q1: 34,350 shares; 2025Q2: 34,350 shares; 2025Q3: 34,350 shares; 2025Q4: 34,350 shares; 2026Q1: 34,350 shares; 2026Q2: 34,350 shares 34,350 $3.28M 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,964 shares; 2024Q4: 8,254 shares; 2025Q1: 7,792 shares; 2025Q2: 7,449 shares; 2025Q3: 7,917 shares; 2025Q4: 7,920 shares; 2026Q1: 8,811 shares; 2026Q2: 8,702 shares 8,702 $3.15M 0.03% -109 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,793 shares; 2024Q4: 111,821 shares; 2025Q1: 94,472 shares; 2025Q2: 91,242 shares; 2025Q3: 91,104 shares; 2025Q4: 86,033 shares; 2026Q1: 86,693 shares; 2026Q2: 85,283 shares 85,283 $3.14M 0.03% -1,410 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,797 shares; 2024Q4: 26,620 shares; 2025Q1: 25,244 shares; 2025Q2: 29,551 shares; 2025Q3: 35,208 shares; 2025Q4: 35,578 shares; 2026Q1: 26,094 shares; 2026Q2: 28,864 shares 28,864 $3.1M 0.03% +2,770 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,667 shares; 2024Q4: 33,223 shares; 2025Q1: 32,283 shares; 2025Q2: 32,075 shares; 2025Q3: 32,075 shares; 2025Q4: 32,075 shares; 2026Q1: 32,075 shares; 2026Q2: 32,075 shares 32,075 $3.09M 0.03% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,583 shares; 2024Q4: 13,378 shares; 2025Q1: 14,880 shares; 2025Q2: 14,960 shares; 2025Q3: 15,814 shares; 2025Q4: 15,897 shares; 2026Q1: 16,928 shares; 2026Q2: 16,283 shares 16,283 $3.09M 0.03% -645 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260 shares; 2024Q4: 497 shares; 2025Q1: 595 shares; 2025Q2: not reported; 2025Q3: 399 shares; 2025Q4: not reported; 2026Q1: 185 shares; 2026Q2: 34,489 shares 34,489 $3.09M 0.03% +34,304 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,041 shares; 2024Q4: 11,326 shares; 2025Q1: 12,130 shares; 2025Q2: 12,777 shares; 2025Q3: 12,906 shares; 2025Q4: 13,497 shares; 2026Q1: 13,187 shares; 2026Q2: 14,757 shares 14,757 $3.08M 0.03% +1,570 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,586 shares; 2024Q4: 2,738 shares; 2025Q1: 2,741 shares; 2025Q2: 2,775 shares; 2025Q3: 2,771 shares; 2025Q4: 2,852 shares; 2026Q1: 2,850 shares; 2026Q2: 3,119 shares 3,119 $3.05M 0.03% +269 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 443 shares 443 $3.02M 0.03% +427 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,730 shares; 2024Q4: 1,977 shares; 2025Q1: 2,777 shares; 2025Q2: not reported; 2025Q3: 1,883 shares; 2025Q4: 3,184 shares; 2026Q1: 2,960 shares; 2026Q2: 46,149 shares 46,149 $2.95M 0.03% +43,189 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,991 shares; 2024Q4: 5,989 shares; 2025Q1: 6,376 shares; 2025Q2: 6,818 shares; 2025Q3: 6,651 shares; 2025Q4: 7,795 shares; 2026Q1: 7,882 shares; 2026Q2: 7,859 shares 7,859 $2.95M 0.03% -23 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196 shares; 2024Q4: 193 shares; 2025Q1: 219 shares; 2025Q2: 202 shares; 2025Q3: 207 shares; 2025Q4: 203 shares; 2026Q1: 185 shares; 2026Q2: 16,290 shares 16,290 $2.9M 0.03% +16,105 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,618 shares; 2024Q4: 4,644 shares; 2025Q1: 4,317 shares; 2025Q2: 4,405 shares; 2025Q3: 4,588 shares; 2025Q4: 4,626 shares; 2026Q1: 11,306 shares; 2026Q2: 11,688 shares 11,688 $2.9M 0.03% +382 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,087 shares; 2026Q2: 78,619 shares 78,619 $2.88M 0.03% -16,468 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,094 shares; 2024Q4: 7,423 shares; 2025Q1: 7,398 shares; 2025Q2: 7,124 shares; 2025Q3: 6,913 shares; 2025Q4: 7,190 shares; 2026Q1: 10,998 shares; 2026Q2: 10,705 shares 10,705 $2.88M 0.03% -293 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159 shares; 2024Q4: 160 shares; 2025Q1: 163 shares; 2025Q2: not reported; 2025Q3: 187 shares; 2025Q4: 609 shares; 2026Q1: 5,328 shares; 2026Q2: 5,453 shares 5,453 $2.81M 0.02% +125 Timeline HFND TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 273,668 shares; 2026Q2: 112,891 shares 112,891 $2.77M 0.02% -160,777 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,402 shares; 2024Q4: 1,237 shares; 2025Q1: 12,743 shares; 2025Q2: 13,180 shares; 2025Q3: 13,729 shares; 2025Q4: 14,482 shares; 2026Q1: 15,754 shares; 2026Q2: 17,091 shares 17,091 $2.77M 0.02% +1,337 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,930 shares; 2024Q4: 5,599 shares; 2025Q1: 6,072 shares; 2025Q2: 6,388 shares; 2025Q3: 6,896 shares; 2025Q4: 8,240 shares; 2026Q1: 8,018 shares; 2026Q2: 8,167 shares 8,167 $2.76M 0.02% +149 Timeline ADPV SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,897 shares; 2026Q2: 56,814 shares 56,814 $2.75M 0.02% -9,083 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,257 shares; 2024Q4: 2,416 shares; 2025Q1: 2,476 shares; 2025Q2: not reported; 2025Q3: 2,344 shares; 2025Q4: 2,619 shares; 2026Q1: 2,797 shares; 2026Q2: 4,265 shares 4,265 $2.72M 0.02% +1,468 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,515 shares; 2024Q4: 122,754 shares; 2025Q1: 103,073 shares; 2025Q2: 100,816 shares; 2025Q3: 97,528 shares; 2025Q4: 96,352 shares; 2026Q1: 94,111 shares; 2026Q2: 94,055 shares 94,055 $2.72M 0.02% -56 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,128 shares; 2024Q4: 12,128 shares; 2025Q1: 12,083 shares; 2025Q2: 22,664 shares; 2025Q3: 22,664 shares; 2025Q4: 29,784 shares; 2026Q1: 29,784 shares; 2026Q2: 29,914 shares 29,914 $2.7M 0.02% +130 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,150 shares; 2025Q3: 37,871 shares; 2025Q4: 39,436 shares; 2026Q1: 40,782 shares; 2026Q2: 42,742 shares 42,742 $2.68M 0.02% +1,960 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares; 2026Q2: 17,778 shares 17,778 $2.62M 0.02% +17,755 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 245,958 shares 245,958 $2.61M 0.02% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,375 shares; 2024Q4: 174,134 shares; 2025Q1: 1,954 shares; 2025Q2: not reported; 2025Q3: 922 shares; 2025Q4: not reported; 2026Q1: 2,832 shares; 2026Q2: 51,673 shares 51,673 $2.61M 0.02% +48,841 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397 shares; 2024Q4: 502 shares; 2025Q1: 1,337 shares; 2025Q2: 1,366 shares; 2025Q3: 1,340 shares; 2025Q4: 1,310 shares; 2026Q1: 1,395 shares; 2026Q2: 14,796 shares 14,796 $2.6M 0.02% +13,401 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,475 shares; 2024Q4: 2,602 shares; 2025Q1: 4,781 shares; 2025Q2: 5,245 shares; 2025Q3: 5,305 shares; 2025Q4: 55,760 shares; 2026Q1: 38,954 shares; 2026Q2: 36,039 shares 36,039 $2.57M 0.02% -2,915 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,321 shares; 2024Q4: 5,268 shares; 2025Q1: 6,305 shares; 2025Q2: 7,107 shares; 2025Q3: 6,826 shares; 2025Q4: 8,027 shares; 2026Q1: 7,023 shares; 2026Q2: 7,541 shares 7,541 $2.57M 0.02% +518 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,770 shares 4,770 $2.55M 0.02% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,134 shares; 2024Q4: 20,744 shares; 2025Q1: 23,424 shares; 2025Q2: 22,782 shares; 2025Q3: 24,760 shares; 2025Q4: 27,129 shares; 2026Q1: 27,857 shares; 2026Q2: 30,649 shares 30,649 $2.53M 0.02% +2,792 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,179 shares; 2024Q4: 39,765 shares; 2025Q1: 38,126 shares; 2025Q2: 37,805 shares; 2025Q3: 37,520 shares; 2025Q4: 37,212 shares; 2026Q1: 37,016 shares; 2026Q2: 34,026 shares 34,026 $2.53M 0.02% -2,990 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 105 shares; 2025Q1: 80 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,260 shares; 2026Q2: 3,845 shares 3,845 $2.52M 0.02% +585 Timeline YQQQ TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 154,441 shares; 2026Q2: 255,901 shares 255,901 $2.51M 0.02% +101,460 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,276,844 shares; 2024Q4: 1,328,080 shares; 2025Q1: 1,407,987 shares; 2025Q2: 52,112 shares; 2025Q3: 44,248 shares; 2025Q4: 41,864 shares; 2026Q1: 45,906 shares; 2026Q2: 46,973 shares 46,973 $2.41M 0.02% +1,067 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,284 shares; 2024Q4: 5,284 shares; 2025Q1: 5,239 shares; 2025Q2: 5,192 shares; 2025Q3: 5,192 shares; 2025Q4: 8,187 shares; 2026Q1: 7,879 shares; 2026Q2: 8,020 shares 8,020 $2.39M 0.02% +141 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442 shares; 2024Q4: 890 shares; 2025Q1: 8,319 shares; 2025Q2: 15,055 shares; 2025Q3: 15,690 shares; 2025Q4: 17,520 shares; 2026Q1: 23,855 shares; 2026Q2: 20,309 shares 20,309 $2.37M 0.02% -3,546 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,193 shares; 2024Q4: 12,198 shares; 2025Q1: 12,596 shares; 2025Q2: 12,794 shares; 2025Q3: 12,652 shares; 2025Q4: 13,194 shares; 2026Q1: 13,281 shares; 2026Q2: 14,979 shares 14,979 $2.37M 0.02% +1,698 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,291 shares; 2024Q4: 3,232 shares; 2025Q1: 3,214 shares; 2025Q2: 3,206 shares; 2025Q3: 3,196 shares; 2025Q4: 3,213 shares; 2026Q1: 3,211 shares; 2026Q2: 3,317 shares 3,317 $2.37M 0.02% +106 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,391 shares; 2024Q4: 27,418 shares; 2025Q1: 27,100 shares; 2025Q2: 27,100 shares; 2025Q3: 27,126 shares; 2025Q4: 27,126 shares; 2026Q1: 27,049 shares; 2026Q2: 26,968 shares 26,968 $2.37M 0.02% -81 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,571 shares; 2024Q4: 6,583 shares; 2025Q1: 6,713 shares; 2025Q2: 6,746 shares; 2025Q3: 6,692 shares; 2025Q4: 6,668 shares; 2026Q1: 6,662 shares; 2026Q2: 6,938 shares 6,938 $2.36M 0.02% +276 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,931 shares; 2024Q4: 9,540 shares; 2025Q1: 3,184 shares; 2025Q2: 1,114 shares; 2025Q3: 978 shares; 2025Q4: 1,262 shares; 2026Q1: 1,118 shares; 2026Q2: 12,307 shares 12,307 $2.34M 0.02% +11,189 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 83,388 shares 83,388 $2.34M 0.02% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,307 shares; 2024Q4: 10,382 shares; 2025Q1: 11,110 shares; 2025Q2: 14,120 shares; 2025Q3: 13,556 shares; 2025Q4: 15,081 shares; 2026Q1: 19,542 shares; 2026Q2: 24,472 shares 24,472 $2.31M 0.02% +4,930 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,406 shares; 2024Q4: 40,835 shares; 2025Q1: 38,244 shares; 2025Q2: 35,811 shares; 2025Q3: 34,865 shares; 2025Q4: 34,816 shares; 2026Q1: 34,506 shares; 2026Q2: 33,725 shares 33,725 $2.31M 0.02% -781 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,286 shares; 2024Q4: 4,455 shares; 2025Q1: 7,531 shares; 2025Q2: 8,201 shares; 2025Q3: 9,018 shares; 2025Q4: 9,564 shares; 2026Q1: 11,826 shares; 2026Q2: 12,907 shares 12,907 $2.31M 0.02% +1,081 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; 2024Q3: 3,062 shares; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,067 shares; 2026Q1: 44,016 shares; 2026Q2: 39,461 shares 39,461 $2.3M 0.02% -4,555 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,955 shares; 2026Q2: 58,557 shares 58,557 $2.3M 0.02% +7,602 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,545 shares; 2024Q4: 7,822 shares; 2025Q1: 7,135 shares; 2025Q2: 6,023 shares; 2025Q3: 6,262 shares; 2025Q4: 5,771 shares; 2026Q1: 7,079 shares; 2026Q2: 7,696 shares 7,696 $2.29M 0.02% +617 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168,695 shares; 2026Q2: 94,515 shares 94,515 $2.27M 0.02% -74,180 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,015 shares; 2024Q4: 3,887 shares; 2025Q1: 4,146 shares; 2025Q2: 4,316 shares; 2025Q3: 4,339 shares; 2025Q4: 4,425 shares; 2026Q1: 4,438 shares; 2026Q2: 4,516 shares 4,516 $2.24M 0.02% +78 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,824 shares; 2024Q4: 8,733 shares; 2025Q1: 9,240 shares; 2025Q2: 8,868 shares; 2025Q3: 10,434 shares; 2025Q4: 10,705 shares; 2026Q1: 10,524 shares; 2026Q2: 10,907 shares 10,907 $2.24M 0.02% +383 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259 shares; 2024Q4: 278 shares; 2025Q1: 287 shares; 2025Q2: not reported; 2025Q3: 257 shares; 2025Q4: not reported; 2026Q1: 231 shares; 2026Q2: 5,340 shares 5,340 $2.23M 0.02% +5,109 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 2,608 shares; 2025Q1: 3,362 shares; 2025Q2: 3,338 shares; 2025Q3: 3,547 shares; 2025Q4: 6,029 shares; 2026Q1: 7,777 shares; 2026Q2: 6,320 shares 6,320 $2.17M 0.02% -1,457 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,261 shares; 2024Q4: 17,261 shares; 2025Q1: 16,415 shares; 2025Q2: 17,252 shares; 2025Q3: 17,037 shares; 2025Q4: 17,037 shares; 2026Q1: 16,355 shares; 2026Q2: 16,140 shares 16,140 $2.14M 0.02% -215 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,226 shares; 2024Q4: 5,231 shares; 2025Q1: 5,280 shares; 2025Q2: 5,140 shares; 2025Q3: 5,127 shares; 2025Q4: 5,117 shares; 2026Q1: 5,112 shares; 2026Q2: 5,432 shares 5,432 $2.14M 0.02% +320 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,454 shares 23,454 $2.12M 0.02% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,618 shares; 2024Q4: 41,000 shares; 2025Q1: 22,443 shares; 2025Q2: 22,842 shares; 2025Q3: 24,495 shares; 2025Q4: 17,746 shares; 2026Q1: 17,787 shares; 2026Q2: 20,021 shares 20,021 $2.08M 0.02% +2,234 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517,554 shares; 2024Q4: 555,554 shares; 2025Q1: 596,240 shares; 2025Q2: 88,083 shares; 2025Q3: 85,921 shares; 2025Q4: 86,210 shares; 2026Q1: 84,591 shares; 2026Q2: 80,513 shares 80,513 $2.05M 0.02% -4,078 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,254 shares; 2024Q4: 4,958 shares; 2025Q1: 5,894 shares; 2025Q2: 6,016 shares; 2025Q3: 5,782 shares; 2025Q4: 5,724 shares; 2026Q1: 6,511 shares; 2026Q2: 7,263 shares 7,263 $2.04M 0.02% +752 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,408 shares; 2024Q4: 7,381 shares; 2025Q1: 7,381 shares; 2025Q2: 7,381 shares; 2025Q3: 7,381 shares; 2025Q4: 9,365 shares; 2026Q1: 79,530 shares; 2026Q2: 40,078 shares 40,078 $2.02M 0.02% -39,452 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 916 shares; 2024Q4: 923 shares; 2025Q1: 899 shares; 2025Q2: 898 shares; 2025Q3: 897 shares; 2025Q4: 999 shares; 2026Q1: 1,969 shares; 2026Q2: 2,764 shares 2,764 $1.99M 0.02% +795 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,187 shares; 2024Q4: 15,173 shares; 2025Q1: 16,939 shares; 2025Q2: 15,888 shares; 2025Q3: 12,034 shares; 2025Q4: 14,481 shares; 2026Q1: 30,131 shares; 2026Q2: 42,427 shares 42,427 $1.96M 0.02% +12,296 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,854 shares; 2024Q4: 5,761 shares; 2025Q1: 7,981 shares; 2025Q2: 9,305 shares; 2025Q3: 11,551 shares; 2025Q4: 11,767 shares; 2026Q1: 5,267 shares; 2026Q2: 5,346 shares 5,346 $1.96M 0.02% +79 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,021 shares; 2024Q4: 928 shares; 2025Q1: 1,077 shares; 2025Q2: 1,180 shares; 2025Q3: 1,183 shares; 2025Q4: 1,182 shares; 2026Q1: 1,682 shares; 2026Q2: 1,714 shares 1,714 $1.94M 0.02% +32 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,638 shares; 2024Q4: 8,634 shares; 2025Q1: 8,241 shares; 2025Q2: 8,057 shares; 2025Q3: 6,963 shares; 2025Q4: 6,628 shares; 2026Q1: 15,018 shares; 2026Q2: 15,583 shares 15,583 $1.94M 0.02% +565 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,367 shares; 2024Q4: 74,487 shares; 2025Q1: 68,405 shares; 2025Q2: 60,938 shares; 2025Q3: 60,750 shares; 2025Q4: 62,651 shares; 2026Q1: 56,657 shares; 2026Q2: 55,496 shares 55,496 $1.92M 0.02% -1,161 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,517 shares; 2026Q2: 2,395 shares 2,395 $1.91M 0.02% -122 Timeline TRND PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,501 shares; 2026Q2: 50,826 shares 50,826 $1.89M 0.02% -18,675 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,275 shares; 2024Q4: 7,003 shares; 2025Q1: 6,487 shares; 2025Q2: 5,744 shares; 2025Q3: 5,960 shares; 2025Q4: 5,316 shares; 2026Q1: 4,721 shares; 2026Q2: 22,509 shares 22,509 $1.88M 0.02% +17,788 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,076 shares; 2024Q4: 32,076 shares; 2025Q1: 32,076 shares; 2025Q2: 32,076 shares; 2025Q3: 32,076 shares; 2025Q4: 32,076 shares; 2026Q1: 31,821 shares; 2026Q2: 31,821 shares 31,821 $1.86M 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,172 shares; 2024Q4: 1,202 shares; 2025Q1: 1,296 shares; 2025Q2: 1,369 shares; 2025Q3: 1,362 shares; 2025Q4: 1,555 shares; 2026Q1: 1,599 shares; 2026Q2: 1,835 shares 1,835 $1.86M 0.02% +236 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,156 shares; 2024Q4: 71,533 shares; 2025Q1: 69,176 shares; 2025Q2: 67,298 shares; 2025Q3: 18,527 shares; 2025Q4: 11,227 shares; 2026Q1: 9,480 shares; 2026Q2: 8,345 shares 8,345 $1.83M 0.02% -1,135 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,928 shares; 2024Q4: 5,860 shares; 2025Q1: 6,106 shares; 2025Q2: 6,060 shares; 2025Q3: 6,305 shares; 2025Q4: 6,128 shares; 2026Q1: 5,739 shares; 2026Q2: 5,804 shares 5,804 $1.83M 0.02% +65 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,195 shares; 2024Q4: 7,149 shares; 2025Q1: 8,434 shares; 2025Q2: 8,420 shares; 2025Q3: 8,265 shares; 2025Q4: 7,820 shares; 2026Q1: 7,231 shares; 2026Q2: 8,548 shares 8,548 $1.82M 0.02% +1,317 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,453 shares; 2024Q4: 26,025 shares; 2025Q1: 23,678 shares; 2025Q2: 21,846 shares; 2025Q3: 21,105 shares; 2025Q4: 21,182 shares; 2026Q1: 21,011 shares; 2026Q2: 19,978 shares 19,978 $1.8M 0.02% -1,033 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; 2024Q3: 20,352 shares; 2024Q4: 21,779 shares; 2025Q1: 21,921 shares; 2025Q2: 20,424 shares; 2025Q3: 21,889 shares; 2025Q4: 24,034 shares; 2026Q1: 24,854 shares; 2026Q2: 28,086 shares 28,086 $1.77M 0.02% +3,232 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,928 shares; 2024Q4: 10,613 shares; 2025Q1: 111,732 shares; 2025Q2: 118,853 shares; 2025Q3: 120,909 shares; 2025Q4: 119,619 shares; 2026Q1: 9,276 shares; 2026Q2: 13,001 shares 13,001 $1.76M 0.02% +3,725 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,683 shares; 2026Q2: 53,733 shares 53,733 $1.76M 0.02% +3,050 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,524 shares; 2024Q4: 7,480 shares; 2025Q1: 6,636 shares; 2025Q2: 6,925 shares; 2025Q3: 6,826 shares; 2025Q4: 6,773 shares; 2026Q1: 6,860 shares; 2026Q2: 6,863 shares 6,863 $1.75M 0.02% +3 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,269 shares; 2024Q4: 25,225 shares; 2025Q1: 20,655 shares; 2025Q2: 20,688 shares; 2025Q3: 13,704 shares; 2025Q4: 13,714 shares; 2026Q1: 13,891 shares; 2026Q2: 14,055 shares 14,055 $1.75M 0.02% +164 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362 shares; 2024Q4: 412 shares; 2025Q1: 429 shares; 2025Q2: 356 shares; 2025Q3: 357 shares; 2025Q4: 406 shares; 2026Q1: 369 shares; 2026Q2: 870 shares 870 $1.73M 0.02% +501 Timeline BDGS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,061 shares; 2026Q2: 47,324 shares 47,324 $1.72M 0.01% -23,737 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,241 shares; 2024Q4: 2,631 shares; 2025Q1: 2,867 shares; 2025Q2: 3,778 shares; 2025Q3: 10,916 shares; 2025Q4: 11,056 shares; 2026Q1: 11,162 shares; 2026Q2: 11,557 shares 11,557 $1.69M 0.01% +395 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,820 shares; 2024Q4: 10,994 shares; 2025Q1: 13,042 shares; 2025Q2: 11,876 shares; 2025Q3: 12,679 shares; 2025Q4: 12,636 shares; 2026Q1: 13,979 shares; 2026Q2: 17,531 shares 17,531 $1.69M 0.01% +3,552 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,840 shares; 2024Q4: 5,328 shares; 2025Q1: 10,199 shares; 2025Q2: 11,989 shares; 2025Q3: 16,002 shares; 2025Q4: 11,282 shares; 2026Q1: 13,918 shares; 2026Q2: 15,160 shares 15,160 $1.68M 0.01% +1,242 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,084 shares; 2026Q2: 104,925 shares 104,925 $1.65M 0.01% -4,159 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626 shares; 2024Q4: 608 shares; 2025Q1: 636 shares; 2025Q2: 9,974 shares; 2025Q3: 6,639 shares; 2025Q4: 6,654 shares; 2026Q1: 6,704 shares; 2026Q2: 6,045 shares 6,045 $1.63M 0.01% -659 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,632 shares; 2024Q4: 5,228 shares; 2025Q1: 15,042 shares; 2025Q2: 14,973 shares; 2025Q3: 14,525 shares; 2025Q4: 15,271 shares; 2026Q1: 16,787 shares; 2026Q2: 19,781 shares 19,781 $1.62M 0.01% +2,994 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 876 shares; 2024Q4: 849 shares; 2025Q1: 842 shares; 2025Q2: 929 shares; 2025Q3: 1,555 shares; 2025Q4: 1,107 shares; 2026Q1: 1,274 shares; 2026Q2: 5,870 shares 5,870 $1.62M 0.01% +4,596 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,991,241 shares; 2024Q4: 9,566,735 shares; 2025Q1: 10,133,769 shares; 2025Q2: 103,235 shares; 2025Q3: 91,933 shares; 2025Q4: 72,347 shares; 2026Q1: 69,842 shares; 2026Q2: 58,545 shares 58,545 $1.59M 0.01% -11,297 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,272 shares; 2024Q4: 1,855 shares; 2025Q1: 1,662 shares; 2025Q2: not reported; 2025Q3: 9,868 shares; 2025Q4: 10,239 shares; 2026Q1: 19,196 shares; 2026Q2: 26,675 shares 26,675 $1.59M 0.01% +7,479 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,598 shares; 2024Q4: 10,476 shares; 2025Q1: 10,879 shares; 2025Q2: 10,968 shares; 2025Q3: 10,160 shares; 2025Q4: 10,146 shares; 2026Q1: 8,169 shares; 2026Q2: 8,010 shares 8,010 $1.58M 0.01% -159 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,878 shares; 2024Q4: 13,237 shares; 2025Q1: 12,184 shares; 2025Q2: 10,712 shares; 2025Q3: 11,306 shares; 2025Q4: 11,196 shares; 2026Q1: 11,091 shares; 2026Q2: 15,410 shares 15,410 $1.57M 0.01% +4,319 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 759 shares; 2024Q4: 786 shares; 2025Q1: 3,430 shares; 2025Q2: 3,752 shares; 2025Q3: 2,962 shares; 2025Q4: 3,043 shares; 2026Q1: 2,618 shares; 2026Q2: 2,795 shares 2,795 $1.57M 0.01% +177 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,469 shares; 2024Q4: 21,469 shares; 2025Q1: 21,469 shares; 2025Q2: 21,469 shares; 2025Q3: 21,469 shares; 2025Q4: 21,469 shares; 2026Q1: 21,469 shares; 2026Q2: 21,469 shares 21,469 $1.57M 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,554 shares; 2024Q4: 3,616 shares; 2025Q1: 4,010 shares; 2025Q2: 4,029 shares; 2025Q3: 4,636 shares; 2025Q4: 4,287 shares; 2026Q1: 4,601 shares; 2026Q2: 6,427 shares 6,427 $1.53M 0.01% +1,826 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,036 shares; 2024Q4: 28,224 shares; 2025Q1: 25,784 shares; 2025Q2: 25,303 shares; 2025Q3: 24,935 shares; 2025Q4: 24,903 shares; 2026Q1: 24,755 shares; 2026Q2: 20,169 shares 20,169 $1.53M 0.01% -4,586 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,999 shares; 2024Q4: 2,904 shares; 2025Q1: 8,710 shares; 2025Q2: 8,430 shares; 2025Q3: 8,402 shares; 2025Q4: 8,732 shares; 2026Q1: 9,014 shares; 2026Q2: 9,254 shares 9,254 $1.52M 0.01% +240 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,642 shares; 2026Q2: 33,383 shares 33,383 $1.52M 0.01% -5,259 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,172 shares; 2024Q4: 2,467 shares; 2025Q1: 3,782 shares; 2025Q2: 4,432 shares; 2025Q3: 8,013 shares; 2025Q4: 15,836 shares; 2026Q1: 17,010 shares; 2026Q2: 17,065 shares 17,065 $1.52M 0.01% +55 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,110 shares; 2024Q4: 4,768 shares; 2025Q1: 6,218 shares; 2025Q2: 7,186 shares; 2025Q3: 7,332 shares; 2025Q4: 8,140 shares; 2026Q1: 8,201 shares; 2026Q2: 10,760 shares 10,760 $1.51M 0.01% +2,559 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,524 shares; 2026Q2: 67,367 shares 67,367 $1.5M 0.01% -73,157 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,538 shares; 2024Q4: 7,589 shares; 2025Q1: 7,911 shares; 2025Q2: 7,811 shares; 2025Q3: 10,234 shares; 2025Q4: 10,120 shares; 2026Q1: 10,149 shares; 2026Q2: 9,570 shares 9,570 $1.5M 0.01% -579 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,803 shares; 2024Q4: 35,793 shares; 2025Q1: 35,750 shares; 2025Q2: 35,750 shares; 2025Q3: 35,771 shares; 2025Q4: 35,771 shares; 2026Q1: 35,771 shares; 2026Q2: 35,750 shares 35,750 $1.5M 0.01% -21 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,121 shares; 2024Q4: 5,319 shares; 2025Q1: 4,498 shares; 2025Q2: 3,892 shares; 2025Q3: 3,892 shares; 2025Q4: 4,066 shares; 2026Q1: 3,141 shares; 2026Q2: 3,567 shares 3,567 $1.48M 0.01% +426 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 30,242 shares; 2025Q3: 32,745 shares; 2025Q4: 33,658 shares; 2026Q1: 44,394 shares; 2026Q2: 34,092 shares 34,092 $1.47M 0.01% -10,302 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,619 shares; 2025Q2: 56,673 shares; 2025Q3: 55,273 shares; 2025Q4: 49,185 shares; 2026Q1: 50,101 shares; 2026Q2: 28,833 shares 28,833 $1.47M 0.01% -21,268 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,450 shares; 2026Q2: 16,520 shares 16,520 $1.46M 0.01% -930 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 877 shares; 2024Q4: 900 shares; 2025Q1: 1,360 shares; 2025Q2: 1,318 shares; 2025Q3: 1,597 shares; 2025Q4: 1,993 shares; 2026Q1: 1,922 shares; 2026Q2: 2,868 shares 2,868 $1.46M 0.01% +946 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,389 shares; 2024Q4: 7,320 shares; 2025Q1: 7,415 shares; 2025Q2: 7,362 shares; 2025Q3: 9,176 shares; 2025Q4: 8,690 shares; 2026Q1: 15,694 shares; 2026Q2: 19,996 shares 19,996 $1.44M 0.01% +4,302 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,849 shares; 2024Q4: 5,849 shares; 2025Q1: 5,284 shares; 2025Q2: 5,275 shares; 2025Q3: 5,261 shares; 2025Q4: 5,257 shares; 2026Q1: 5,257 shares; 2026Q2: 5,257 shares 5,257 $1.44M 0.01% 0 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,464 shares; 2026Q2: 39,362 shares 39,362 $1.44M 0.01% -6,102 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,174 shares; 2024Q4: 16,686 shares; 2025Q1: 17,206 shares; 2025Q2: 17,674 shares; 2025Q3: 17,607 shares; 2025Q4: 17,793 shares; 2026Q1: 17,624 shares; 2026Q2: 18,473 shares 18,473 $1.43M 0.01% +849 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,181 shares; 2024Q4: 4,782 shares; 2025Q1: 4,779 shares; 2025Q2: 4,972 shares; 2025Q3: 4,980 shares; 2025Q4: 4,643 shares; 2026Q1: 3,442 shares; 2026Q2: 3,503 shares 3,503 $1.43M 0.01% +61 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,582 shares; 2024Q4: 46,462 shares; 2025Q1: 50,109 shares; 2025Q2: 36,938 shares; 2025Q3: 37,770 shares; 2025Q4: 39,039 shares; 2026Q1: 40,839 shares; 2026Q2: 28,854 shares 28,854 $1.39M 0.01% -11,985 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313 shares; 2024Q4: 180 shares; 2025Q1: 409 shares; 2025Q2: 757 shares; 2025Q3: 904 shares; 2025Q4: 946 shares; 2026Q1: 992 shares; 2026Q2: 1,004 shares 1,004 $1.39M 0.01% +12 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,776 shares; 2024Q4: 3,996 shares; 2025Q1: 7,762 shares; 2025Q2: 11,922 shares; 2025Q3: 13,860 shares; 2025Q4: 25,509 shares; 2026Q1: 21,683 shares; 2026Q2: 18,142 shares 18,142 $1.39M 0.01% -3,541 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,663 shares; 2024Q4: 48,377 shares; 2025Q1: 44,960 shares; 2025Q2: 44,197 shares; 2025Q3: 43,299 shares; 2025Q4: 40,522 shares; 2026Q1: 39,660 shares; 2026Q2: 36,085 shares 36,085 $1.38M 0.01% -3,575 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 993 shares; 2024Q4: 673 shares; 2025Q1: 955 shares; 2025Q2: 2,649 shares; 2025Q3: 2,664 shares; 2025Q4: 2,700 shares; 2026Q1: 2,725 shares; 2026Q2: 2,797 shares 2,797 $1.35M 0.01% +72 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,610 shares; 2024Q4: 8,856 shares; 2025Q1: 8,875 shares; 2025Q2: 8,720 shares; 2025Q3: 9,146 shares; 2025Q4: 9,232 shares; 2026Q1: 9,269 shares; 2026Q2: 9,358 shares 9,358 $1.35M 0.01% +89 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,618 shares; 2024Q4: 5,208 shares; 2025Q1: 5,090 shares; 2025Q2: 3,845 shares; 2025Q3: 4,071 shares; 2025Q4: 4,254 shares; 2026Q1: 4,110 shares; 2026Q2: 4,270 shares 4,270 $1.34M 0.01% +160 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,316 shares; 2024Q4: 3,281 shares; 2025Q1: 3,271 shares; 2025Q2: 3,188 shares; 2025Q3: 3,178 shares; 2025Q4: 3,294 shares; 2026Q1: 3,847 shares; 2026Q2: 3,497 shares 3,497 $1.31M 0.01% -350 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,336 shares; 2024Q4: 5,048 shares; 2025Q1: 5,274 shares; 2025Q2: 4,694 shares; 2025Q3: 4,842 shares; 2025Q4: 5,048 shares; 2026Q1: 5,231 shares; 2026Q2: 5,299 shares 5,299 $1.3M 0.01% +68 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,266 shares; 2024Q4: 1,336 shares; 2025Q1: 1,425 shares; 2025Q2: 1,334 shares; 2025Q3: 1,299 shares; 2025Q4: 1,195 shares; 2026Q1: 1,211 shares; 2026Q2: 1,249 shares 1,249 $1.3M 0.01% +38 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,008 shares; 2024Q4: 22,400 shares; 2025Q1: 27,047 shares; 2025Q2: 27,472 shares; 2025Q3: 28,248 shares; 2025Q4: 29,368 shares; 2026Q1: 30,291 shares; 2026Q2: 30,742 shares 30,742 $1.3M 0.01% +451 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,790 shares; 2026Q2: 49,706 shares 49,706 $1.29M 0.01% +16,916 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,229 shares; 2026Q2: 2,043 shares 2,043 $1.26M 0.01% -186 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978 shares; 2024Q4: 1,805 shares; 2025Q1: 1,874 shares; 2025Q2: not reported; 2025Q3: 216 shares; 2025Q4: not reported; 2026Q1: 42,207 shares; 2026Q2: 58,152 shares 58,152 $1.24M 0.01% +15,945 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,266 shares; 2024Q4: 88,266 shares; 2025Q1: 88,265 shares; 2025Q2: 88,265 shares; 2025Q3: 88,265 shares; 2025Q4: 88,391 shares; 2026Q1: 88,391 shares; 2026Q2: 88,521 shares 88,521 $1.22M 0.01% +130 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,257 shares; 2024Q4: 1,355 shares; 2025Q1: 1,733 shares; 2025Q2: 1,769 shares; 2025Q3: 1,647 shares; 2025Q4: 1,697 shares; 2026Q1: 1,731 shares; 2026Q2: 1,917 shares 1,917 $1.22M 0.01% +186 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; 2024Q3: 1,710 shares; 2024Q4: 1,739 shares; 2025Q1: 1,608 shares; 2025Q2: 1,686 shares; 2025Q3: 1,813 shares; 2025Q4: 2,905 shares; 2026Q1: 2,916 shares; 2026Q2: 2,921 shares 2,921 $1.21M 0.01% +5 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496 shares; 2024Q4: 657 shares; 2025Q1: 1,051 shares; 2025Q2: 1,496 shares; 2025Q3: 1,569 shares; 2025Q4: 1,797 shares; 2026Q1: 1,688 shares; 2026Q2: 1,588 shares 1,588 $1.21M 0.01% -100 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; 2024Q3: 2,916 shares; 2024Q4: 12,962 shares; 2025Q1: 12,813 shares; 2025Q2: 12,723 shares; 2025Q3: 12,653 shares; 2025Q4: 11,983 shares; 2026Q1: 11,121 shares; 2026Q2: 38,149 shares 38,149 $1.21M 0.01% +27,028 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,095 shares; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 2,560 shares; 2025Q3: 2,732 shares; 2025Q4: 2,723 shares; 2026Q1: 2,732 shares; 2026Q2: 2,703 shares 2,703 $1.21M 0.01% -29 Timeline PTEU PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,654 shares; 2026Q2: 35,929 shares 35,929 $1.2M 0.01% -5,725 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,339 shares 5,339 $1.2M 0.01% new Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,743 shares; 2024Q4: 31,907 shares; 2025Q1: 31,877 shares; 2025Q2: 30,941 shares; 2025Q3: 30,385 shares; 2025Q4: 30,377 shares; 2026Q1: 29,953 shares; 2026Q2: 27,160 shares 27,160 $1.19M 0.01% -2,793 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,062 shares; 2024Q4: 9,801 shares; 2025Q1: 9,189 shares; 2025Q2: 9,121 shares; 2025Q3: 8,971 shares; 2025Q4: 8,348 shares; 2026Q1: 8,657 shares; 2026Q2: 13,994 shares 13,994 $1.19M 0.01% +5,337 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,353 shares 5,353 $1.18M 0.01% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,099 shares; 2024Q4: 1,481 shares; 2025Q1: 1,912 shares; 2025Q2: 1,946 shares; 2025Q3: 2,181 shares; 2025Q4: 2,354 shares; 2026Q1: 1,944 shares; 2026Q2: 3,210 shares 3,210 $1.18M 0.01% +1,266 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,263 shares; 2024Q4: 17,650 shares; 2025Q1: 18,375 shares; 2025Q2: 9,118 shares; 2025Q3: 10,212 shares; 2025Q4: 9,536 shares; 2026Q1: 9,920 shares; 2026Q2: 11,425 shares 11,425 $1.17M 0.01% +1,505 Timeline POW TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,692 shares 37,692 $1.17M 0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,093 shares; 2024Q4: 7,720 shares; 2025Q1: 7,441 shares; 2025Q2: 7,081 shares; 2025Q3: 7,617 shares; 2025Q4: 11,026 shares; 2026Q1: 10,990 shares; 2026Q2: 12,703 shares 12,703 $1.16M 0.01% +1,713 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,762 shares; 2024Q4: 7,706 shares; 2025Q1: 7,746 shares; 2025Q2: 7,771 shares; 2025Q3: 7,695 shares; 2025Q4: 7,643 shares; 2026Q1: 8,218 shares; 2026Q2: 8,177 shares 8,177 $1.16M 0.01% -41 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; 2024Q3: 1,136 shares; 2024Q4: 1,162 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 978 shares; 2026Q2: 9,583 shares 9,583 $1.16M 0.01% +8,605 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,280 shares; 2024Q4: 2,991 shares; 2025Q1: 3,041 shares; 2025Q2: 2,524 shares; 2025Q3: 3,083 shares; 2025Q4: 3,752 shares; 2026Q1: 3,702 shares; 2026Q2: 4,274 shares 4,274 $1.16M 0.01% +572 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,398 shares; 2024Q4: 16,993 shares; 2025Q1: 16,063 shares; 2025Q2: 17,829 shares; 2025Q3: 9,837 shares; 2025Q4: 9,837 shares; 2026Q1: 10,099 shares; 2026Q2: 9,767 shares 9,767 $1.16M 0.01% -332 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,179 shares; 2024Q4: 9,319 shares; 2025Q1: 10,253 shares; 2025Q2: 10,035 shares; 2025Q3: 10,209 shares; 2025Q4: 10,909 shares; 2026Q1: 9,608 shares; 2026Q2: 9,840 shares 9,840 $1.16M 0.01% +232 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,814 shares; 2024Q4: 8,773 shares; 2025Q1: 6,242 shares; 2025Q2: 6,976 shares; 2025Q3: 6,911 shares; 2025Q4: 5,335 shares; 2026Q1: 4,806 shares; 2026Q2: 6,722 shares 6,722 $1.14M 0.01% +1,916 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,857 shares; 2024Q4: 10,627 shares; 2025Q1: 13,766 shares; 2025Q2: 12,320 shares; 2025Q3: 30,169 shares; 2025Q4: 67,206 shares; 2026Q1: 126,630 shares; 2026Q2: 59,436 shares 59,436 $1.14M 0.01% -67,194 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,947 shares; 2024Q4: 1,959 shares; 2025Q1: 2,121 shares; 2025Q2: 2,174 shares; 2025Q3: 2,513 shares; 2025Q4: 2,543 shares; 2026Q1: 3,019 shares; 2026Q2: 3,419 shares 3,419 $1.13M 0.01% +400 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,487 shares; 2024Q4: 12,538 shares; 2025Q1: 8,876 shares; 2025Q2: 8,679 shares; 2025Q3: 11,400 shares; 2025Q4: 11,296 shares; 2026Q1: 11,314 shares; 2026Q2: 20,329 shares 20,329 $1.13M 0.01% +9,015 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,296 shares; 2024Q4: 28,054 shares; 2025Q1: 26,680 shares; 2025Q2: 26,221 shares; 2025Q3: 26,773 shares; 2025Q4: 25,238 shares; 2026Q1: 25,167 shares; 2026Q2: 19,873 shares 19,873 $1.12M 0.01% -5,294 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,910 shares; 2024Q4: 2,840 shares; 2025Q1: 4,561 shares; 2025Q2: 4,377 shares; 2025Q3: 4,385 shares; 2025Q4: 4,643 shares; 2026Q1: 5,084 shares; 2026Q2: 5,183 shares 5,183 $1.12M 0.01% +99 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 841 shares; 2024Q4: 862 shares; 2025Q1: 975 shares; 2025Q2: 1,047 shares; 2025Q3: 1,030 shares; 2025Q4: 935 shares; 2026Q1: 990 shares; 2026Q2: 1,469 shares 1,469 $1.11M 0.01% +479 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; 2024Q3: 7,900 shares; 2024Q4: 8,413 shares; 2025Q1: 8,078 shares; 2025Q2: 6,530 shares; 2025Q3: 6,687 shares; 2025Q4: 5,770 shares; 2026Q1: 5,968 shares; 2026Q2: 8,410 shares 8,410 $1.09M 0.01% +2,442 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,283 shares; 2024Q4: 19,468 shares; 2025Q1: 23,384 shares; 2025Q2: 24,358 shares; 2025Q3: 17,938 shares; 2025Q4: 10,980 shares; 2026Q1: 12,466 shares; 2026Q2: 4,954 shares 4,954 $1.09M 0.01% -7,512 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,467 shares; 2024Q4: 2,785 shares; 2025Q1: 2,893 shares; 2025Q2: not reported; 2025Q3: 4,748 shares; 2025Q4: 5,588 shares; 2026Q1: 9,701 shares; 2026Q2: 10,488 shares 10,488 $1.09M 0.01% +787 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,440 shares; 2024Q4: 6,931 shares; 2025Q1: 6,348 shares; 2025Q2: 7,394 shares; 2025Q3: 7,351 shares; 2025Q4: 10,784 shares; 2026Q1: 10,385 shares; 2026Q2: 11,221 shares 11,221 $1.08M 0.01% +836 Timeline RDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,530 shares; 2026Q2: 36,421 shares 36,421 $1.08M 0.01% -13,109 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,272 shares; 2024Q4: 26,272 shares; 2025Q1: 26,829 shares; 2025Q2: 27,095 shares; 2025Q3: 27,029 shares; 2025Q4: 27,911 shares; 2026Q1: 29,111 shares; 2026Q2: 29,285 shares 29,285 $1.08M 0.01% +174 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,257 shares; 2024Q4: 8,538 shares; 2025Q1: 12,607 shares; 2025Q2: 9,878 shares; 2025Q3: 11,168 shares; 2025Q4: 10,788 shares; 2026Q1: 11,852 shares; 2026Q2: 12,166 shares 12,166 $1.07M 0.01% +314 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,303 shares; 2024Q4: 10,303 shares; 2025Q1: 10,303 shares; 2025Q2: 10,303 shares; 2025Q3: 10,303 shares; 2025Q4: 10,303 shares; 2026Q1: 10,303 shares; 2026Q2: 10,303 shares 10,303 $1.06M 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,165 shares; 2024Q4: 6,078 shares; 2025Q1: 6,082 shares; 2025Q2: 6,185 shares; 2025Q3: 6,131 shares; 2025Q4: 6,307 shares; 2026Q1: 6,236 shares; 2026Q2: 6,345 shares 6,345 $1.03M 0.01% +109 Timeline XDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,889 shares; 2026Q2: 26,364 shares 26,364 $1.03M 0.01% -9,525 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,418 shares; 2024Q4: 5,853 shares; 2025Q1: 6,018 shares; 2025Q2: 6,709 shares; 2025Q3: 6,933 shares; 2025Q4: 6,870 shares; 2026Q1: 8,860 shares; 2026Q2: 7,019 shares 7,019 $1.03M 0.01% -1,841 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,106 shares; 2024Q4: 1,121 shares; 2025Q1: 1,281 shares; 2025Q2: 4,493 shares; 2025Q3: 4,540 shares; 2025Q4: 5,555 shares; 2026Q1: 4,725 shares; 2026Q2: 5,074 shares 5,074 $1.02M 0.01% +349 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; 2024Q3: 5,456 shares; 2024Q4: 4,634 shares; 2025Q1: 5,043 shares; 2025Q2: 4,935 shares; 2025Q3: 4,754 shares; 2025Q4: 4,617 shares; 2026Q1: 4,212 shares; 2026Q2: 4,257 shares 4,257 $1.01M 0.01% +45 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,103 shares; 2024Q4: 12,435 shares; 2025Q1: 12,435 shares; 2025Q2: 12,435 shares; 2025Q3: 12,435 shares; 2025Q4: 12,435 shares; 2026Q1: 12,435 shares; 2026Q2: 19,408 shares 19,408 $1M 0.01% +6,973 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; 2024Q3: 4,843 shares; 2024Q4: 5,124 shares; 2025Q1: 5,007 shares; 2025Q2: 4,838 shares; 2025Q3: 5,044 shares; 2025Q4: 4,879 shares; 2026Q1: 4,901 shares; 2026Q2: 4,968 shares 4,968 $1M 0.01% +67 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201 shares; 2025Q2: 16,120 shares; 2025Q3: 16,120 shares; 2025Q4: 16,120 shares; 2026Q1: 16,120 shares; 2026Q2: 16,343 shares 16,343 $1M 0.01% +223 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,597 shares; 2024Q4: 6,862 shares; 2025Q1: 6,752 shares; 2025Q2: 6,317 shares; 2025Q3: 6,256 shares; 2025Q4: 6,232 shares; 2026Q1: 6,206 shares; 2026Q2: 5,933 shares 5,933 $999K 0.01% -273 Timeline XV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,468 shares; 2026Q2: 39,890 shares 39,890 $988K 0.01% +22,422 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,067 shares; 2024Q4: 19,067 shares; 2025Q1: 19,067 shares; 2025Q2: 19,067 shares; 2025Q3: 19,067 shares; 2025Q4: 19,067 shares; 2026Q1: 19,067 shares; 2026Q2: 19,067 shares 19,067 $987K 0.01% 0 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,716 shares; 2026Q2: 23,597 shares 23,597 $983K 0.01% -1,119 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,160 shares; 2024Q4: 4,161 shares; 2025Q1: 4,429 shares; 2025Q2: 4,956 shares; 2025Q3: 4,957 shares; 2025Q4: 5,816 shares; 2026Q1: 6,986 shares; 2026Q2: 6,373 shares 6,373 $970K 0.01% -613 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,462 shares; 2024Q4: 5,260 shares; 2025Q1: 5,396 shares; 2025Q2: 4,901 shares; 2025Q3: 5,282 shares; 2025Q4: 5,665 shares; 2026Q1: 6,559 shares; 2026Q2: 7,092 shares 7,092 $961K 0.01% +533 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617 shares; 2024Q4: 431 shares; 2025Q1: 760 shares; 2025Q2: 1,462 shares; 2025Q3: 1,449 shares; 2025Q4: 1,474 shares; 2026Q1: 1,664 shares; 2026Q2: 1,823 shares 1,823 $960K 0.01% +159 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,153 shares; 2024Q4: 12,128 shares; 2025Q1: 12,135 shares; 2025Q2: 11,996 shares; 2025Q3: 11,972 shares; 2025Q4: 12,379 shares; 2026Q1: 12,048 shares; 2026Q2: 11,631 shares 11,631 $958K 0.01% -417 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,846 shares; 2024Q4: 17,870 shares; 2025Q1: 17,743 shares; 2025Q2: 17,394 shares; 2025Q3: 17,394 shares; 2025Q4: 17,523 shares; 2026Q1: 17,511 shares; 2026Q2: 17,786 shares 17,786 $955K 0.01% +275 Timeline PWS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203,238 shares; 2026Q2: 28,938 shares 28,938 $950K 0.01% -174,300 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,737 shares; 2026Q2: 20,603 shares 20,603 $943K 0.01% -3,134 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,058 shares; 2024Q4: 3,016 shares; 2025Q1: 3,101 shares; 2025Q2: 2,957 shares; 2025Q3: 2,821 shares; 2025Q4: 2,925 shares; 2026Q1: 2,805 shares; 2026Q2: 2,811 shares 2,811 $932K 0.01% +6 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,490 shares; 2024Q4: 3,477 shares; 2025Q1: 3,560 shares; 2025Q2: 3,705 shares; 2025Q3: 3,749 shares; 2025Q4: 3,759 shares; 2026Q1: 3,880 shares; 2026Q2: 3,912 shares 3,912 $929K 0.01% +32 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,972 shares; 2024Q4: 2,940 shares; 2025Q1: 2,995 shares; 2025Q2: 2,873 shares; 2025Q3: 2,897 shares; 2025Q4: 2,820 shares; 2026Q1: 2,970 shares; 2026Q2: 2,952 shares 2,952 $929K 0.01% -18 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,459 shares; 2024Q4: 33,347 shares; 2025Q1: 31,994 shares; 2025Q2: 31,466 shares; 2025Q3: 31,552 shares; 2025Q4: 33,753 shares; 2026Q1: 32,731 shares; 2026Q2: 33,356 shares 33,356 $924K 0.01% +625 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,075 shares; 2026Q2: 5,637 shares 5,637 $921K 0.01% +1,562 Timeline SPXV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,785 shares; 2025Q2: 12,785 shares; 2025Q3: 12,785 shares; 2025Q4: 9,239 shares; 2026Q1: 11,194 shares; 2026Q2: 11,194 shares 11,194 $920K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,149 shares; 2024Q4: 10,957 shares; 2025Q1: 8,789 shares; 2025Q2: 8,419 shares; 2025Q3: 9,290 shares; 2025Q4: 14,683 shares; 2026Q1: 14,741 shares; 2026Q2: 15,189 shares 15,189 $917K 0.01% +448 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,739 shares; 2026Q2: 3,358 shares 3,358 $913K 0.01% -381 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,796 shares; 2024Q4: 5,017 shares; 2025Q1: 1,949 shares; 2025Q2: 1,778 shares; 2025Q3: 1,800 shares; 2025Q4: 1,602 shares; 2026Q1: 1,622 shares; 2026Q2: 1,745 shares 1,745 $905K 0.01% +123 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,568 shares; 2024Q4: 4,510 shares; 2025Q1: 4,859 shares; 2025Q2: 4,895 shares; 2025Q3: 4,938 shares; 2025Q4: 4,694 shares; 2026Q1: 5,217 shares; 2026Q2: 5,394 shares 5,394 $905K 0.01% +177 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,993 shares; 2024Q4: 2,195 shares; 2025Q1: 2,771 shares; 2025Q2: 2,643 shares; 2025Q3: 2,260 shares; 2025Q4: 2,637 shares; 2026Q1: 2,656 shares; 2026Q2: 2,260 shares 2,260 $899K 0.01% -396 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,292 shares; 2024Q4: 31,030 shares; 2025Q1: 33,177 shares; 2025Q2: 33,591 shares; 2025Q3: 37,321 shares; 2025Q4: 35,734 shares; 2026Q1: 35,201 shares; 2026Q2: 33,219 shares 33,219 $886K 0.01% -1,982 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,357 shares; 2024Q4: 2,527 shares; 2025Q1: 2,736 shares; 2025Q2: 2,613 shares; 2025Q3: 2,686 shares; 2025Q4: 3,151 shares; 2026Q1: 2,731 shares; 2026Q2: 2,766 shares 2,766 $878K 0.01% +35 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,268 shares; 2024Q4: 28,382 shares; 2025Q1: 28,331 shares; 2025Q2: 27,932 shares; 2025Q3: 27,932 shares; 2025Q4: 27,928 shares; 2026Q1: 27,703 shares; 2026Q2: 27,687 shares 27,687 $877K 0.01% -16 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,567 shares; 2024Q4: 4,517 shares; 2025Q1: 4,613 shares; 2025Q2: 4,629 shares; 2025Q3: 4,673 shares; 2025Q4: 4,634 shares; 2026Q1: 5,060 shares; 2026Q2: 5,641 shares 5,641 $873K 0.01% +581 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,880 shares; 2024Q4: 4,276 shares; 2025Q1: 4,219 shares; 2025Q2: 4,235 shares; 2025Q3: 4,118 shares; 2025Q4: 4,049 shares; 2026Q1: 3,927 shares; 2026Q2: 7,224 shares 7,224 $868K 0.01% +3,297 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; 2024Q3: 10,095 shares; 2024Q4: 10,572 shares; 2025Q1: 11,308 shares; 2025Q2: 10,791 shares; 2025Q3: 11,114 shares; 2025Q4: 11,278 shares; 2026Q1: 9,991 shares; 2026Q2: 11,632 shares 11,632 $867K 0.01% +1,641 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,486 shares; 2024Q4: 33,878 shares; 2025Q1: 33,869 shares; 2025Q2: 33,420 shares; 2025Q3: 33,420 shares; 2025Q4: 24,391 shares; 2026Q1: 23,466 shares; 2026Q2: 22,184 shares 22,184 $856K 0.01% -1,282 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,308 shares 6,308 $856K 0.01% new Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,379 shares; 2024Q4: 6,429 shares; 2025Q1: 6,429 shares; 2025Q2: 6,429 shares; 2025Q3: 6,429 shares; 2025Q4: 6,429 shares; 2026Q1: 6,429 shares; 2026Q2: 6,429 shares 6,429 $850K 0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,954 shares; 2024Q4: 2,688 shares; 2025Q1: 2,257 shares; 2025Q2: not reported; 2025Q3: 7,454 shares; 2025Q4: 8,125 shares; 2026Q1: 8,524 shares; 2026Q2: 13,199 shares 13,199 $847K 0.01% +4,675 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; 2024Q3: 2,942 shares; 2024Q4: 3,408 shares; 2025Q1: 8,284 shares; 2025Q2: 7,937 shares; 2025Q3: 9,892 shares; 2025Q4: 10,559 shares; 2026Q1: 10,439 shares; 2026Q2: 10,529 shares 10,529 $845K 0.01% +90 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,382 shares; 2026Q2: 28,372 shares 28,372 $845K 0.01% -9,010 Timeline QQWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,449 shares; 2026Q2: 28,664 shares 28,664 $843K 0.01% -13,785 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,698 shares 32,698 $837K 0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,654 shares; 2024Q4: 1,315 shares; 2025Q1: 1,125 shares; 2025Q2: 1,186 shares; 2025Q3: 1,163 shares; 2025Q4: 2,144 shares; 2026Q1: 2,147 shares; 2026Q2: 2,157 shares 2,157 $831K 0.01% +10 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,460 shares; 2024Q4: 3,356 shares; 2025Q1: 3,522 shares; 2025Q2: 3,016 shares; 2025Q3: 3,023 shares; 2025Q4: 3,355 shares; 2026Q1: 3,506 shares; 2026Q2: 3,712 shares 3,712 $830K 0.01% +206 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,393 shares; 2024Q4: 19,454 shares; 2025Q1: 21,237 shares; 2025Q2: 21,143 shares; 2025Q3: 21,174 shares; 2025Q4: 21,454 shares; 2026Q1: 21,431 shares; 2026Q2: 22,450 shares 22,450 $830K 0.01% +1,019 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,052 shares; 2024Q4: 12,883 shares; 2025Q1: 11,783 shares; 2025Q2: 10,897 shares; 2025Q3: 10,897 shares; 2025Q4: 10,894 shares; 2026Q1: 10,894 shares; 2026Q2: 10,894 shares 10,894 $824K 0.01% 0 Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares; 2026Q2: 10,200 shares 10,200 $823K 0.01% 0 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; 2024Q3: 21,479 shares; 2024Q4: 21,142 shares; 2025Q1: 21,462 shares; 2025Q2: 18,966 shares; 2025Q3: 18,303 shares; 2025Q4: 18,619 shares; 2026Q1: 20,763 shares; 2026Q2: 16,887 shares 16,887 $818K 0.01% -3,876 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,548 shares; 2024Q4: 3,515 shares; 2025Q1: 3,225 shares; 2025Q2: 2,635 shares; 2025Q3: 2,535 shares; 2025Q4: 2,627 shares; 2026Q1: 2,720 shares; 2026Q2: 3,137 shares 3,137 $817K 0.01% +417 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,340 shares; 2024Q4: 9,620 shares; 2025Q1: 10,220 shares; 2025Q2: 10,358 shares; 2025Q3: 10,850 shares; 2025Q4: 10,382 shares; 2026Q1: 10,374 shares; 2026Q2: 10,914 shares 10,914 $811K 0.01% +540 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,865 shares; 2024Q4: 4,865 shares; 2025Q1: 6,351 shares; 2025Q2: 6,301 shares; 2025Q3: 6,301 shares; 2025Q4: 6,352 shares; 2026Q1: 6,655 shares; 2026Q2: 6,856 shares 6,856 $806K 0.01% +201 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,425 shares; 2024Q4: 5,471 shares; 2025Q1: 6,452 shares; 2025Q2: 6,305 shares; 2025Q3: 16,249 shares; 2025Q4: 16,538 shares; 2026Q1: 16,052 shares; 2026Q2: 16,167 shares 16,167 $805K 0.01% +115 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,557 shares; 2024Q4: 2,615 shares; 2025Q1: 2,828 shares; 2025Q2: 2,860 shares; 2025Q3: 2,832 shares; 2025Q4: 2,817 shares; 2026Q1: 2,823 shares; 2026Q2: 2,844 shares 2,844 $805K 0.01% +21 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,192 shares; 2024Q4: 9,953 shares; 2025Q1: 9,926 shares; 2025Q2: 9,928 shares; 2025Q3: 9,587 shares; 2025Q4: 9,595 shares; 2026Q1: 10,152 shares; 2026Q2: 9,675 shares 9,675 $796K 0.01% -477 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,720 shares; 2024Q4: 6,126 shares; 2025Q1: 6,847 shares; 2025Q2: 6,712 shares; 2025Q3: 6,516 shares; 2025Q4: 5,911 shares; 2026Q1: 5,319 shares; 2026Q2: 5,063 shares 5,063 $795K 0.01% -256 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,363 shares; 2024Q4: 2,380 shares; 2025Q1: 2,438 shares; 2025Q2: 2,347 shares; 2025Q3: 2,353 shares; 2025Q4: 2,408 shares; 2026Q1: 1,458 shares; 2026Q2: 3,461 shares 3,461 $794K 0.01% +2,003 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,576 shares; 2024Q4: 25,124 shares; 2025Q1: 24,137 shares; 2025Q2: 22,387 shares; 2025Q3: 21,879 shares; 2025Q4: 22,305 shares; 2026Q1: 20,520 shares; 2026Q2: 19,459 shares 19,459 $792K 0.01% -1,061 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,638 shares; 2024Q4: 1,916 shares; 2025Q1: 7,659 shares; 2025Q2: 17,163 shares; 2025Q3: 26,321 shares; 2025Q4: 27,350 shares; 2026Q1: 16,756 shares; 2026Q2: 58,559 shares 58,559 $788K 0.01% +41,803 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,100 shares; 2024Q4: 12,150 shares; 2025Q1: 13,294 shares; 2025Q2: 17,861 shares; 2025Q3: 17,863 shares; 2025Q4: 18,816 shares; 2026Q1: 21,779 shares; 2026Q2: 24,816 shares 24,816 $787K 0.01% +3,037 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,739 shares; 2026Q1: 33,379 shares; 2026Q2: 29,510 shares 29,510 $787K 0.01% -3,869 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,708 shares; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares; 2026Q2: 2,175 shares 2,175 $784K 0.01% 0 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: not reported; 2025Q3: 127 shares; 2025Q4: not reported; 2026Q1: 77 shares; 2026Q2: 3,247 shares 3,247 $778K 0.01% +3,170 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,357 shares; 2024Q4: 6,010 shares; 2025Q1: 6,909 shares; 2025Q2: 9,995 shares; 2025Q3: 10,472 shares; 2025Q4: 10,992 shares; 2026Q1: 11,086 shares; 2026Q2: 10,707 shares 10,707 $773K 0.01% -379 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,143 shares; 2024Q4: 1,296 shares; 2025Q1: 4,549 shares; 2025Q2: 4,505 shares; 2025Q3: 4,973 shares; 2025Q4: 5,381 shares; 2026Q1: 1,537 shares; 2026Q2: 1,512 shares 1,512 $770K 0.01% -25 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,709 shares; 2024Q4: 32,709 shares; 2025Q1: 32,709 shares; 2025Q2: 32,709 shares; 2025Q3: 32,709 shares; 2025Q4: 32,661 shares; 2026Q1: 32,661 shares; 2026Q2: 32,661 shares 32,661 $770K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,868 shares; 2024Q4: 5,857 shares; 2025Q1: 5,809 shares; 2025Q2: 5,011 shares; 2025Q3: 4,989 shares; 2025Q4: 4,990 shares; 2026Q1: 4,991 shares; 2026Q2: 4,986 shares 4,986 $769K 0.01% -5 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,073 shares; 2024Q4: 11,082 shares; 2025Q1: 11,647 shares; 2025Q2: 10,737 shares; 2025Q3: 11,238 shares; 2025Q4: 10,456 shares; 2026Q1: 10,190 shares; 2026Q2: 10,477 shares 10,477 $768K 0.01% +287 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,809 shares; 2024Q4: 20,207 shares; 2025Q1: 22,185 shares; 2025Q2: 11,668 shares; 2025Q3: 12,409 shares; 2025Q4: 22,772 shares; 2026Q1: 33,766 shares; 2026Q2: 31,616 shares 31,616 $761K 0.01% -2,150 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,879 shares; 2024Q4: 4,082 shares; 2025Q1: 4,368 shares; 2025Q2: 4,278 shares; 2025Q3: 4,322 shares; 2025Q4: 4,381 shares; 2026Q1: 4,126 shares; 2026Q2: 4,474 shares 4,474 $761K 0.01% +348 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,074 shares; 2024Q4: 12,828 shares; 2025Q1: 12,272 shares; 2025Q2: 10,889 shares; 2025Q3: 10,713 shares; 2025Q4: 9,696 shares; 2026Q1: 9,450 shares; 2026Q2: 7,846 shares 7,846 $757K 0.01% -1,604 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; 2024Q3: 8,178 shares; 2024Q4: 8,130 shares; 2025Q1: 8,294 shares; 2025Q2: 7,891 shares; 2025Q3: 7,910 shares; 2025Q4: 7,866 shares; 2026Q1: 12,533 shares; 2026Q2: 12,191 shares 12,191 $755K 0.01% -342 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,232 shares; 2024Q4: 2,319 shares; 2025Q1: 2,496 shares; 2025Q2: 4,213 shares; 2025Q3: 6,539 shares; 2025Q4: 6,476 shares; 2026Q1: 7,059 shares; 2026Q2: 7,042 shares 7,042 $754K 0.01% -17 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; 2024Q3: 2,709 shares; 2024Q4: 2,450 shares; 2025Q1: 2,601 shares; 2025Q2: 2,601 shares; 2025Q3: 2,384 shares; 2025Q4: 2,334 shares; 2026Q1: 2,306 shares; 2026Q2: 2,516 shares 2,516 $752K 0.01% +210 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,590 shares; 2024Q4: 1,579 shares; 2025Q1: 1,559 shares; 2025Q2: not reported; 2025Q3: 1,535 shares; 2025Q4: not reported; 2026Q1: 1,535 shares; 2026Q2: 8,547 shares 8,547 $741K 0.01% +7,012 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,514 shares; 2024Q4: 2,594 shares; 2025Q1: 8,323 shares; 2025Q2: 9,041 shares; 2025Q3: 9,883 shares; 2025Q4: 5,242 shares; 2026Q1: 5,433 shares; 2026Q2: 5,410 shares 5,410 $740K 0.01% -23 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,398 shares; 2024Q4: 4,116 shares; 2025Q1: 3,579 shares; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: not reported; 2026Q1: 18,622 shares; 2026Q2: 18,956 shares 18,956 $739K 0.01% +334 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,054 shares; 2024Q4: 25,064 shares; 2025Q1: 25,594 shares; 2025Q2: 17,730 shares; 2025Q3: 15,431 shares; 2025Q4: 15,192 shares; 2026Q1: 15,404 shares; 2026Q2: 15,383 shares 15,383 $738K 0.01% -21 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,665 shares 14,665 $738K 0.01% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,135 shares; 2024Q4: 1,182 shares; 2025Q1: 1,446 shares; 2025Q2: 1,644 shares; 2025Q3: 1,726 shares; 2025Q4: 1,913 shares; 2026Q1: 1,898 shares; 2026Q2: 1,836 shares 1,836 $737K 0.01% -62 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,898 shares; 2024Q4: 5,919 shares; 2025Q1: 6,185 shares; 2025Q2: 6,638 shares; 2025Q3: 7,226 shares; 2025Q4: 8,068 shares; 2026Q1: 7,543 shares; 2026Q2: 7,944 shares 7,944 $733K 0.01% +401 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; 2024Q3: 2,599 shares; 2024Q4: 2,802 shares; 2025Q1: 3,047 shares; 2025Q2: 2,829 shares; 2025Q3: 3,070 shares; 2025Q4: 2,958 shares; 2026Q1: 2,914 shares; 2026Q2: 3,072 shares 3,072 $731K 0.01% +158 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,016 shares; 2024Q4: 2,988 shares; 2025Q1: 3,086 shares; 2025Q2: 3,268 shares; 2025Q3: 3,197 shares; 2025Q4: 3,201 shares; 2026Q1: 3,215 shares; 2026Q2: 3,232 shares 3,232 $725K 0.01% +17 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 930 shares; 2025Q2: 929 shares; 2025Q3: 929 shares; 2025Q4: 929 shares; 2026Q1: 902 shares; 2026Q2: 1,381 shares 1,381 $721K 0.01% +479 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 949 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,308 shares; 2026Q1: 1,431 shares; 2026Q2: 8,585 shares 8,585 $709K 0.01% +7,154 Timeline XMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,414 shares; 2025Q4: 40,338 shares; 2026Q1: 26,924 shares; 2026Q2: 26,924 shares 26,924 $702K 0.01% 0 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; 2024Q3: 3,491 shares; 2024Q4: 3,479 shares; 2025Q1: 4,082 shares; 2025Q2: 3,767 shares; 2025Q3: 3,743 shares; 2025Q4: 3,670 shares; 2026Q1: 3,885 shares; 2026Q2: 3,899 shares 3,899 $700K 0.01% +14 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,065 shares 4,065 $695K 0.01% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,069 shares; 2024Q4: 3,426 shares; 2025Q1: 10,235 shares; 2025Q2: 9,912 shares; 2025Q3: 10,638 shares; 2025Q4: 12,091 shares; 2026Q1: 4,583 shares; 2026Q2: 4,428 shares 4,428 $694K 0.01% -155 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,058 shares; 2024Q4: 3,066 shares; 2025Q1: 3,168 shares; 2025Q2: 2,885 shares; 2025Q3: 2,885 shares; 2025Q4: 2,894 shares; 2026Q1: 2,894 shares; 2026Q2: 2,922 shares 2,922 $693K 0.01% +28 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,200 shares; 2024Q4: 24,600 shares; 2025Q1: 24,600 shares; 2025Q2: 24,600 shares; 2025Q3: 24,600 shares; 2025Q4: 24,600 shares; 2026Q1: 23,402 shares; 2026Q2: 22,692 shares 22,692 $691K 0.01% -710 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 2,007 shares; 2026Q1: 2,007 shares; 2026Q2: 2,413 shares 2,413 $689K 0.01% +406 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,980 shares; 2024Q4: 5,837 shares; 2025Q1: 5,837 shares; 2025Q2: 5,837 shares; 2025Q3: 5,837 shares; 2025Q4: 5,837 shares; 2026Q1: 5,837 shares; 2026Q2: 5,837 shares 5,837 $683K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174 shares; 2024Q4: 489 shares; 2025Q1: 1,043 shares; 2025Q2: not reported; 2025Q3: 1,418 shares; 2025Q4: not reported; 2026Q1: 1,690 shares; 2026Q2: 1,581 shares 1,581 $682K 0.01% -109 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,958 shares; 2024Q4: 3,026 shares; 2025Q1: 2,752 shares; 2025Q2: 2,347 shares; 2025Q3: 2,566 shares; 2025Q4: 2,485 shares; 2026Q1: 2,452 shares; 2026Q2: 2,517 shares 2,517 $675K 0.01% +65 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,196 shares; 2024Q4: 1,170 shares; 2025Q1: 54,074 shares; 2025Q2: 51,588 shares; 2025Q3: 47,613 shares; 2025Q4: 43,661 shares; 2026Q1: 1,800 shares; 2026Q2: 1,905 shares 1,905 $675K 0.01% +105 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,276 shares; 2024Q4: 2,702 shares; 2025Q1: 2,146 shares; 2025Q2: 1,632 shares; 2025Q3: 1,689 shares; 2025Q4: 1,442 shares; 2026Q1: 1,619 shares; 2026Q2: 1,692 shares 1,692 $672K 0.01% +73 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,024 shares; 2024Q4: 2,024 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 7,060 shares; 2025Q4: 7,080 shares; 2026Q1: 7,150 shares; 2026Q2: 7,150 shares 7,150 $667K 0.01% 0 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; 2024Q3: 5,210 shares; 2024Q4: 5,355 shares; 2025Q1: 6,888 shares; 2025Q2: 6,704 shares; 2025Q3: 6,560 shares; 2025Q4: 6,542 shares; 2026Q1: 8,603 shares; 2026Q2: 8,638 shares 8,638 $666K 0.01% +35 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257 shares; 2024Q4: 243 shares; 2025Q1: 269 shares; 2025Q2: not reported; 2025Q3: 1,403 shares; 2025Q4: not reported; 2026Q1: 2,401 shares; 2026Q2: 2,900 shares 2,900 $663K 0.01% +499 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,037 shares; 2024Q4: 1,915 shares; 2025Q1: 1,979 shares; 2025Q2: 2,024 shares; 2025Q3: 2,088 shares; 2025Q4: 2,118 shares; 2026Q1: 1,889 shares; 2026Q2: 1,910 shares 1,910 $657K 0.01% +21 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; 2024Q3: 1,949 shares; 2024Q4: 1,823 shares; 2025Q1: 1,833 shares; 2025Q2: 1,665 shares; 2025Q3: 1,729 shares; 2025Q4: 1,497 shares; 2026Q1: 1,414 shares; 2026Q2: 1,428 shares 1,428 $655K 0.01% +14 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; 2024Q3: 779 shares; 2024Q4: 1,069 shares; 2025Q1: 1,663 shares; 2025Q2: 2,203 shares; 2025Q3: 2,457 shares; 2025Q4: 2,635 shares; 2026Q1: 2,671 shares; 2026Q2: 5,597 shares 5,597 $654K 0.01% +2,926 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,358 shares; 2024Q4: 8,819 shares; 2025Q1: 7,101 shares; 2025Q2: 12,227 shares; 2025Q3: 11,525 shares; 2025Q4: 11,415 shares; 2026Q1: 12,286 shares; 2026Q2: 10,723 shares 10,723 $652K 0.01% -1,563 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,978 shares; 2024Q4: 2,053 shares; 2025Q1: 2,296 shares; 2025Q2: 2,347 shares; 2025Q3: 2,377 shares; 2025Q4: 2,677 shares; 2026Q1: 2,800 shares; 2026Q2: 2,864 shares 2,864 $650K 0.01% +64 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,022 shares; 2024Q4: 4,576 shares; 2025Q1: 4,300 shares; 2025Q2: not reported; 2025Q3: 5,173 shares; 2025Q4: 5,678 shares; 2026Q1: 11,075 shares; 2026Q2: 11,497 shares 11,497 $648K 0.01% +422 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 168 shares; 2025Q1: 278 shares; 2025Q2: 415 shares; 2025Q3: 421 shares; 2025Q4: 486 shares; 2026Q1: 421 shares; 2026Q2: 1,121 shares 1,121 $646K 0.01% +700 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547 shares; 2024Q4: 414 shares; 2025Q1: 429 shares; 2025Q2: 6,490 shares; 2025Q3: 6,321 shares; 2025Q4: 6,026 shares; 2026Q1: 5,500 shares; 2026Q2: 7,015 shares 7,015 $646K 0.01% +1,515 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,894 shares; 2024Q4: 4,642 shares; 2025Q1: 5,079 shares; 2025Q2: 5,095 shares; 2025Q3: 5,253 shares; 2025Q4: 4,595 shares; 2026Q1: 4,649 shares; 2026Q2: 4,507 shares 4,507 $645K 0.01% -142 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,446 shares; 2026Q2: 25,132 shares 25,132 $644K 0.01% -2,314 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,352 shares; 2024Q4: 4,278 shares; 2025Q1: 4,327 shares; 2025Q2: 5,305 shares; 2025Q3: 3,908 shares; 2025Q4: 4,517 shares; 2026Q1: 4,542 shares; 2026Q2: 4,153 shares 4,153 $638K 0.01% -389 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,378 shares; 2024Q4: 9,690 shares; 2025Q1: 12,773 shares; 2025Q2: 12,786 shares; 2025Q3: 13,050 shares; 2025Q4: 13,933 shares; 2026Q1: 14,358 shares; 2026Q2: 14,485 shares 14,485 $638K 0.01% +127 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,095 shares; 2024Q4: 2,834 shares; 2025Q1: 3,426 shares; 2025Q2: 3,532 shares; 2025Q3: 3,574 shares; 2025Q4: 3,557 shares; 2026Q1: 3,582 shares; 2026Q2: 3,637 shares 3,637 $632K 0.01% +55 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,194 shares; 2024Q4: 7,769 shares; 2025Q1: 7,745 shares; 2025Q2: 8,643 shares; 2025Q3: 8,719 shares; 2025Q4: 7,780 shares; 2026Q1: 7,780 shares; 2026Q2: 7,780 shares 7,780 $618K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 884 shares; 2024Q4: 932 shares; 2025Q1: 1,089 shares; 2025Q2: 941 shares; 2025Q3: 966 shares; 2025Q4: 1,088 shares; 2026Q1: 1,143 shares; 2026Q2: 1,254 shares 1,254 $616K 0.01% +111 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,744 shares; 2024Q4: 15,113 shares; 2025Q1: 11,207 shares; 2025Q2: 12,213 shares; 2025Q3: 12,347 shares; 2025Q4: 11,250 shares; 2026Q1: 11,321 shares; 2026Q2: 12,680 shares 12,680 $616K 0.01% +1,359 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; 2024Q3: 4,907 shares; 2024Q4: 5,401 shares; 2025Q1: 5,556 shares; 2025Q2: 4,847 shares; 2025Q3: 5,115 shares; 2025Q4: 4,192 shares; 2026Q1: 3,880 shares; 2026Q2: 7,045 shares 7,045 $612K 0.01% +3,165 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,793 shares; 2026Q2: 14,095 shares 14,095 $610K 0.01% -1,698 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,415 shares; 2024Q4: 7,541 shares; 2025Q1: 8,530 shares; 2025Q2: 5,702 shares; 2025Q3: 5,702 shares; 2025Q4: 5,702 shares; 2026Q1: 8,966 shares; 2026Q2: 8,966 shares 8,966 $606K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,630 shares; 2024Q4: 2,761 shares; 2025Q1: 3,029 shares; 2025Q2: not reported; 2025Q3: 3,058 shares; 2025Q4: 2,436 shares; 2026Q1: 2,582 shares; 2026Q2: 2,358 shares 2,358 $602K 0.01% -224 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,687 shares; 2024Q4: 5,787 shares; 2025Q1: 5,929 shares; 2025Q2: 5,920 shares; 2025Q3: 6,929 shares; 2025Q4: 6,678 shares; 2026Q1: 6,377 shares; 2026Q2: 8,534 shares 8,534 $602K 0.01% +2,157 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,417 shares; 2024Q4: 7,844 shares; 2025Q1: 8,030 shares; 2025Q2: 7,269 shares; 2025Q3: 7,183 shares; 2025Q4: 7,197 shares; 2026Q1: 6,737 shares; 2026Q2: 7,034 shares 7,034 $595K 0.01% +297 Timeline NKX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,160 shares; 2026Q2: 47,458 shares 47,458 $595K 0.01% -6,702 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: 1,842 shares; 2025Q1: 2,063 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 2,084 shares; 2026Q1: 2,084 shares; 2026Q2: 2,686 shares 2,686 $594K 0.01% +602 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,153 shares; 2026Q2: 11,148 shares 11,148 $593K 0.01% -8,005 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263 shares; 2024Q4: 256 shares; 2025Q1: 241 shares; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: not reported; 2026Q1: 2,387 shares; 2026Q2: 2,562 shares 2,562 $589K 0.01% +175 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,274 shares; 2024Q4: 10,274 shares; 2025Q1: 10,064 shares; 2025Q2: 10,419 shares; 2025Q3: 10,419 shares; 2025Q4: 10,267 shares; 2026Q1: 11,943 shares; 2026Q2: 11,316 shares 11,316 $586K 0.01% -627 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,509 shares; 2024Q4: 16,527 shares; 2025Q1: 16,212 shares; 2025Q2: 16,680 shares; 2025Q3: 17,475 shares; 2025Q4: 17,475 shares; 2026Q1: 17,475 shares; 2026Q2: 18,835 shares 18,835 $586K 0.01% +1,360 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,820 shares; 2024Q4: 6,370 shares; 2025Q1: 3,565 shares; 2025Q2: not reported; 2025Q3: 16,617 shares; 2025Q4: 12,787 shares; 2026Q1: 10,043 shares; 2026Q2: 26,257 shares 26,257 $585K 0.01% +16,214 Timeline