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: 1,560,596 shares; 2024Q4: 1,628,444 shares; 2025Q1: 1,736,890 shares; 2025Q2: 1,812,543 shares; 2025Q3: 1,802,629 shares; 2025Q4: 1,833,381 shares; 2026Q1: 1,853,241 shares; 2026Q2: 1,895,431 shares 1,895,431 $84.1M 13.8% +42,190 Timeline AVUS 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: 172,446 shares; 2024Q4: 171,851 shares; 2025Q1: 280,397 shares; 2025Q2: 348,017 shares; 2025Q3: 354,577 shares; 2025Q4: 363,928 shares; 2026Q1: 367,705 shares; 2026Q2: 379,466 shares 379,466 $48.6M 7.98% +11,761 Timeline DFIC 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: 622,239 shares; 2024Q4: 712,568 shares; 2025Q1: 723,324 shares; 2025Q2: 900,070 shares; 2025Q3: 948,342 shares; 2025Q4: 969,014 shares; 2026Q1: 982,304 shares; 2026Q2: 1,021,560 shares 1,021,560 $38.1M 6.25% +39,256 Timeline DFSD 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: 548,677 shares; 2024Q4: 556,565 shares; 2025Q1: 579,477 shares; 2025Q2: 554,448 shares; 2025Q3: 562,163 shares; 2025Q4: 595,313 shares; 2026Q1: 603,374 shares; 2026Q2: 604,523 shares 604,523 $28.9M 4.74% +1,149 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: 282,120 shares; 2024Q4: 293,088 shares; 2025Q1: 315,341 shares; 2025Q2: 553,864 shares; 2025Q3: 529,294 shares; 2025Q4: 531,074 shares; 2026Q1: 530,248 shares; 2026Q2: 548,877 shares 548,877 $26.5M 4.35% +18,629 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: 29,154 shares; 2024Q4: 29,892 shares; 2025Q1: 27,822 shares; 2025Q2: 30,400 shares; 2025Q3: 31,210 shares; 2025Q4: 31,130 shares; 2026Q1: 30,863 shares; 2026Q2: 35,150 shares 35,150 $25.9M 4.25% +4,287 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: 109,894 shares; 2024Q4: 102,808 shares; 2025Q1: 91,834 shares; 2025Q2: 74,049 shares; 2025Q3: 73,126 shares; 2025Q4: 72,164 shares; 2026Q1: 71,051 shares; 2026Q2: 74,854 shares 74,854 $21.7M 3.55% +3,803 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: 60,590 shares; 2024Q4: 57,365 shares; 2025Q1: 57,684 shares; 2025Q2: 55,770 shares; 2025Q3: 51,237 shares; 2025Q4: 50,765 shares; 2026Q1: 51,115 shares; 2026Q2: 55,467 shares 55,467 $20.7M 3.4% +4,352 Timeline DFGX 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: 268,835 shares; 2024Q4: 281,234 shares; 2025Q1: 301,847 shares; 2025Q2: 305,510 shares; 2025Q3: 313,725 shares; 2025Q4: 349,900 shares; 2026Q1: 368,296 shares; 2026Q2: 384,379 shares 384,379 $20.6M 3.38% +16,083 Timeline DFEM 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: 348,355 shares; 2024Q4: 409,114 shares; 2025Q1: 428,925 shares; 2025Q2: 285,662 shares; 2025Q3: 282,434 shares; 2025Q4: 293,027 shares; 2026Q1: 307,219 shares; 2026Q2: 404,466 shares 404,466 $16.4M 2.7% +97,247 Timeline DGCB 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: 180,784 shares; 2024Q4: 174,075 shares; 2025Q1: 188,766 shares; 2025Q2: 219,719 shares; 2025Q3: 233,189 shares; 2025Q4: 247,863 shares; 2026Q1: 266,202 shares; 2026Q2: 275,196 shares 275,196 $15M 2.47% +8,994 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: 332,768 shares; 2024Q4: 345,173 shares; 2025Q1: 350,301 shares; 2025Q2: 337,777 shares; 2025Q3: 324,856 shares; 2025Q4: 338,205 shares; 2026Q1: 343,727 shares; 2026Q2: 348,041 shares 348,041 $14.7M 2.41% +4,314 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: 81,446 shares; 2024Q4: 79,581 shares; 2025Q1: 89,351 shares; 2025Q2: 130,408 shares; 2025Q3: 134,495 shares; 2025Q4: 141,357 shares; 2026Q1: 142,932 shares; 2026Q2: 216,224 shares 216,224 $11.7M 1.92% +73,292 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: 6,129 shares; 2024Q4: 9,478 shares; 2025Q1: 10,103 shares; 2025Q2: 10,083 shares; 2025Q3: 9,833 shares; 2025Q4: 9,808 shares; 2026Q1: 9,768 shares; 2026Q2: 9,771 shares 9,771 $10.4M 1.71% +3 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: 25,332 shares; 2024Q4: 24,078 shares; 2025Q1: 24,832 shares; 2025Q2: 24,668 shares; 2025Q3: 24,531 shares; 2025Q4: 24,654 shares; 2026Q1: 24,556 shares; 2026Q2: 25,286 shares 25,286 $9.04M 1.48% +730 Timeline AVSF 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: 177,006 shares; 2024Q4: 182,898 shares; 2025Q1: 199,156 shares; 2025Q2: 188,694 shares; 2025Q3: 177,258 shares; 2025Q4: 193,960 shares; 2026Q1: 205,258 shares; 2026Q2: 191,929 shares 191,929 $8.94M 1.47% -13,329 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: 28,455 shares; 2024Q4: 26,502 shares; 2025Q1: 26,872 shares; 2025Q2: 26,575 shares; 2025Q3: 25,379 shares; 2025Q4: 25,733 shares; 2026Q1: 26,112 shares; 2026Q2: 26,466 shares 26,466 $8.66M 1.42% +354 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: 145,622 shares; 2024Q4: 147,952 shares; 2025Q1: 145,924 shares; 2025Q2: 149,226 shares; 2025Q3: 151,011 shares; 2025Q4: 150,493 shares; 2026Q1: 151,282 shares; 2026Q2: 161,282 shares 161,282 $8.34M 1.37% +10,000 Timeline DUSB 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: 39,621 shares; 2025Q1: 65,535 shares; 2025Q2: 130,489 shares; 2025Q3: 147,514 shares; 2025Q4: 155,946 shares; 2026Q1: 146,480 shares; 2026Q2: 154,640 shares 154,640 $7.85M 1.29% +8,160 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: 33,265 shares; 2024Q4: 33,255 shares; 2025Q1: 33,450 shares; 2025Q2: 33,196 shares; 2025Q3: 33,194 shares; 2025Q4: 33,488 shares; 2026Q1: 33,410 shares; 2026Q2: 39,059 shares 39,059 $7.82M 1.28% +5,649 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: 28,540 shares; 2024Q4: 28,572 shares; 2025Q1: 28,435 shares; 2025Q2: 28,220 shares; 2025Q3: 28,195 shares; 2025Q4: 27,987 shares; 2026Q1: 27,826 shares; 2026Q2: 29,425 shares 29,425 $7.01M 1.15% +1,599 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: 6,061 shares; 2024Q4: 5,740 shares; 2025Q1: 5,919 shares; 2025Q2: 6,086 shares; 2025Q3: 5,926 shares; 2025Q4: 6,075 shares; 2026Q1: 6,205 shares; 2026Q2: 6,258 shares 6,258 $5.85M 0.96% +53 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,401 shares; 2024Q4: 61,401 shares; 2025Q1: 61,401 shares; 2025Q2: 61,401 shares; 2025Q3: 61,401 shares; 2025Q4: 61,401 shares; 2026Q1: 56,401 shares; 2026Q2: 66,401 shares 66,401 $5.38M 0.88% +10,000 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,973 shares; 2025Q1: 28,973 shares; 2025Q2: 28,973 shares; 2025Q3: 29,141 shares; 2025Q4: 29,141 shares; 2026Q1: 29,141 shares; 2026Q2: 53,141 shares 53,141 $4.85M 0.8% +24,000 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: 12,936 shares; 2024Q4: 12,905 shares; 2025Q1: 12,905 shares; 2025Q2: 12,737 shares; 2025Q3: 12,737 shares; 2025Q4: 12,737 shares; 2026Q1: 12,737 shares; 2026Q2: 12,922 shares 12,922 $4.78M 0.78% +185 Timeline AVIG 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: 112,058 shares; 2024Q4: 114,581 shares; 2025Q1: 119,889 shares; 2025Q2: 117,364 shares; 2025Q3: 109,084 shares; 2025Q4: 114,774 shares; 2026Q1: 113,392 shares; 2026Q2: 114,663 shares 114,663 $4.75M 0.78% +1,271 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: 54,623 shares; 2024Q4: 48,713 shares; 2025Q1: 51,326 shares; 2025Q2: 41,363 shares; 2025Q3: 39,731 shares; 2025Q4: 38,649 shares; 2026Q1: 38,103 shares; 2026Q2: 39,744 shares 39,744 $4.5M 0.74% +1,641 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 133,048 shares 133,048 $4.22M 0.69% new 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: 5,629 shares; 2024Q4: 5,558 shares; 2025Q1: 5,588 shares; 2025Q2: 5,575 shares; 2025Q3: 5,419 shares; 2025Q4: 5,486 shares; 2026Q1: 5,246 shares; 2026Q2: 5,325 shares 5,325 $3.99M 0.65% +79 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: 10,638 shares; 2024Q4: 10,497 shares; 2025Q1: 10,343 shares; 2025Q2: 10,340 shares; 2025Q3: 10,239 shares; 2025Q4: 10,164 shares; 2026Q1: 9,994 shares; 2026Q2: 11,491 shares 11,491 $3.94M 0.65% +1,497 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: 28,809 shares; 2024Q4: 28,241 shares; 2025Q1: 28,715 shares; 2025Q2: 28,607 shares; 2025Q3: 28,607 shares; 2025Q4: 28,128 shares; 2026Q1: 27,280 shares; 2026Q2: 27,280 shares 27,280 $3.75M 0.62% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120,000 shares 120,000 $3.73M 0.61% new 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: 12,369 shares; 2024Q4: 11,166 shares; 2025Q1: 10,388 shares; 2025Q2: 9,378 shares; 2025Q3: 9,377 shares; 2025Q4: 9,348 shares; 2026Q1: 9,150 shares; 2026Q2: 9,385 shares 9,385 $3.73M 0.61% +235 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: 10,631 shares; 2024Q4: 9,982 shares; 2025Q1: 9,822 shares; 2025Q2: 9,662 shares; 2025Q3: 9,662 shares; 2025Q4: 19,324 shares; 2026Q1: 19,324 shares; 2026Q2: 19,324 shares 19,324 $3.68M 0.6% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,769 shares; 2024Q4: 2,447 shares; 2025Q1: 3,447 shares; 2025Q2: 3,447 shares; 2025Q3: 3,447 shares; 2025Q4: 7,436 shares; 2026Q1: 7,087 shares; 2026Q2: 34,705 shares 34,705 $3.5M 0.57% +27,618 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: 19,970 shares; 2024Q4: 29,579 shares; 2025Q1: 31,119 shares; 2025Q2: 7,410 shares; 2025Q3: 7,410 shares; 2025Q4: 7,530 shares; 2026Q1: 7,515 shares; 2026Q2: 8,860 shares 8,860 $3.35M 0.55% +1,345 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: 3,004 shares; 2024Q4: 2,857 shares; 2025Q1: 2,642 shares; 2025Q2: 2,822 shares; 2025Q3: 2,622 shares; 2025Q4: 2,582 shares; 2026Q1: 2,572 shares; 2026Q2: 2,534 shares 2,534 $3.04M 0.5% -38 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: 26,747 shares; 2024Q4: 23,017 shares; 2025Q1: 24,967 shares; 2025Q2: 22,367 shares; 2025Q3: 21,803 shares; 2025Q4: 22,042 shares; 2026Q1: 21,385 shares; 2026Q2: 21,428 shares 21,428 $2.93M 0.48% +43 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: 23,747 shares; 2024Q4: 21,432 shares; 2025Q1: 21,531 shares; 2025Q2: 21,232 shares; 2025Q3: 20,775 shares; 2025Q4: 20,435 shares; 2026Q1: 15,660 shares; 2026Q2: 16,837 shares 16,837 $2.79M 0.46% +1,177 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: 20,907 shares; 2024Q4: 19,988 shares; 2025Q1: 18,411 shares; 2025Q2: 15,781 shares; 2025Q3: 15,398 shares; 2025Q4: 15,129 shares; 2026Q1: 15,153 shares; 2026Q2: 15,103 shares 15,103 $2.55M 0.42% -50 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: 13,882 shares; 2024Q4: 12,023 shares; 2025Q1: 10,178 shares; 2025Q2: 10,135 shares; 2025Q3: 9,888 shares; 2025Q4: 9,816 shares; 2026Q1: 9,766 shares; 2026Q2: 9,980 shares 9,980 $2.53M 0.42% +214 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: 9,634 shares; 2024Q4: 8,645 shares; 2025Q1: 8,556 shares; 2025Q2: 8,499 shares; 2025Q3: 7,982 shares; 2025Q4: 7,850 shares; 2026Q1: 7,705 shares; 2026Q2: 7,604 shares 7,604 $2.06M 0.34% -101 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: 5,150 shares; 2024Q4: 3,950 shares; 2025Q1: 5,054 shares; 2025Q2: 5,054 shares; 2025Q3: 4,622 shares; 2025Q4: 4,522 shares; 2026Q1: 4,303 shares; 2026Q2: 4,088 shares 4,088 $2.05M 0.34% -215 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: 10,885 shares; 2024Q4: 10,529 shares; 2025Q1: 10,071 shares; 2025Q2: 9,590 shares; 2025Q3: 9,460 shares; 2025Q4: 9,423 shares; 2026Q1: 9,337 shares; 2026Q2: 8,984 shares 8,984 $1.98M 0.33% -353 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: 9,161 shares; 2024Q4: 8,913 shares; 2025Q1: 9,071 shares; 2025Q2: 9,516 shares; 2025Q3: 8,914 shares; 2025Q4: 8,622 shares; 2026Q1: 8,330 shares; 2026Q2: 8,226 shares 8,226 $1.81M 0.3% -104 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 10,710 shares; 2026Q1: 9,836 shares; 2026Q2: 35,063 shares 35,063 $1.75M 0.29% +25,227 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: 19,089 shares; 2024Q4: 18,534 shares; 2025Q1: 18,211 shares; 2025Q2: 17,856 shares; 2025Q3: 16,920 shares; 2025Q4: 16,920 shares; 2026Q1: 16,686 shares; 2026Q2: 19,517 shares 19,517 $1.71M 0.28% +2,831 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: 1,968 shares; 2025Q1: 1,976 shares; 2025Q2: 1,728 shares; 2025Q3: 1,639 shares; 2025Q4: 1,335 shares; 2026Q1: 1,290 shares; 2026Q2: 1,688 shares 1,688 $1.62M 0.27% +398 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: 15,811 shares; 2024Q4: 15,506 shares; 2025Q1: 14,542 shares; 2025Q2: 13,834 shares; 2025Q3: 13,797 shares; 2025Q4: 13,673 shares; 2026Q1: 10,972 shares; 2026Q2: 10,972 shares 10,972 $1.57M 0.26% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,912 shares; 2024Q4: 6,087 shares; 2025Q1: 5,276 shares; 2025Q2: 5,116 shares; 2025Q3: 5,096 shares; 2025Q4: 5,068 shares; 2026Q1: 4,879 shares; 2026Q2: 5,379 shares 5,379 $1.56M 0.26% +500 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: 4,990 shares; 2024Q4: 4,990 shares; 2025Q1: 4,990 shares; 2025Q2: 4,990 shares; 2025Q3: 4,990 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares; 2026Q2: 4,889 shares 4,889 $1.54M 0.25% -11 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: 11,117 shares; 2024Q4: 10,830 shares; 2025Q1: 11,070 shares; 2025Q2: 11,070 shares; 2025Q3: 7,013 shares; 2025Q4: 6,835 shares; 2026Q1: 6,788 shares; 2026Q2: 6,650 shares 6,650 $1.51M 0.25% -138 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: 20,862 shares; 2024Q4: 20,443 shares; 2025Q1: 20,587 shares; 2025Q2: 20,301 shares; 2025Q3: 20,220 shares; 2025Q4: 19,953 shares; 2026Q1: 17,746 shares; 2026Q2: 15,483 shares 15,483 $1.4M 0.23% -2,263 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: 8,284 shares; 2024Q4: 7,850 shares; 2025Q1: 7,741 shares; 2025Q2: 7,723 shares; 2025Q3: 7,625 shares; 2025Q4: 7,422 shares; 2026Q1: 6,999 shares; 2026Q2: 6,091 shares 6,091 $1.36M 0.22% -908 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: 5,334 shares; 2024Q4: 5,334 shares; 2025Q1: 5,203 shares; 2025Q2: 4,981 shares; 2025Q3: 4,949 shares; 2025Q4: 4,836 shares; 2026Q1: 4,836 shares; 2026Q2: 4,836 shares 4,836 $1.32M 0.22% 0 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: 4,277 shares; 2024Q4: 4,252 shares; 2025Q1: 4,252 shares; 2025Q2: 4,252 shares; 2025Q3: 4,252 shares; 2025Q4: 4,220 shares; 2026Q1: 4,220 shares; 2026Q2: 4,237 shares 4,237 $1.27M 0.21% +17 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: 3,581 shares; 2024Q4: 3,206 shares; 2025Q1: 2,651 shares; 2025Q2: 2,616 shares; 2025Q3: 2,598 shares; 2025Q4: 2,480 shares; 2026Q1: 2,410 shares; 2026Q2: 2,415 shares 2,415 $1.25M 0.21% +5 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,688 shares; 2024Q4: 43,088 shares; 2025Q1: 45,022 shares; 2025Q2: 41,522 shares; 2025Q3: 44,422 shares; 2025Q4: 46,772 shares; 2026Q1: 48,772 shares; 2026Q2: 64,522 shares 64,522 $1.23M 0.2% +15,750 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: 6,554 shares; 2024Q4: 6,479 shares; 2025Q1: 6,354 shares; 2025Q2: 6,354 shares; 2025Q3: 6,354 shares; 2025Q4: 6,229 shares; 2026Q1: 4,829 shares; 2026Q2: 4,847 shares 4,847 $1.22M 0.2% +18 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: 1,884 shares; 2024Q4: 1,884 shares; 2025Q1: 1,884 shares; 2025Q2: 1,884 shares; 2025Q3: 1,884 shares; 2025Q4: 1,884 shares; 2026Q1: 1,884 shares; 2026Q2: 1,884 shares 1,884 $1.2M 0.2% 0 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: 13,863 shares; 2024Q4: 13,513 shares; 2025Q1: 12,635 shares; 2025Q2: 12,885 shares; 2025Q3: 12,518 shares; 2025Q4: 12,518 shares; 2026Q1: 12,512 shares; 2026Q2: 12,372 shares 12,372 $1.19M 0.2% -140 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: 10,691 shares; 2024Q4: 10,522 shares; 2025Q1: 4,314 shares; 2025Q2: 4,262 shares; 2025Q3: 3,566 shares; 2025Q4: 3,537 shares; 2026Q1: 3,481 shares; 2026Q2: 3,481 shares 3,481 $1.19M 0.19% 0 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: 2,037 shares; 2024Q4: 2,196 shares; 2025Q1: 2,126 shares; 2025Q2: 2,026 shares; 2025Q3: 2,026 shares; 2025Q4: 3,230 shares; 2026Q1: 1,976 shares; 2026Q2: 1,976 shares 1,976 $1.15M 0.19% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 970 shares; 2026Q1: 985 shares; 2026Q2: 975 shares 975 $1.13M 0.18% -10 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,417 shares 12,417 $1.12M 0.18% new 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: 8,796 shares; 2024Q4: 8,185 shares; 2025Q1: 8,295 shares; 2025Q2: 8,295 shares; 2025Q3: 7,613 shares; 2025Q4: 7,563 shares; 2026Q1: 7,553 shares; 2026Q2: 7,602 shares 7,602 $1.11M 0.18% +49 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: 21,163 shares; 2024Q4: 20,445 shares; 2025Q1: 19,945 shares; 2025Q2: 18,937 shares; 2025Q3: 18,837 shares; 2025Q4: 18,212 shares; 2026Q1: 17,620 shares; 2026Q2: 17,620 shares 17,620 $1.11M 0.18% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,276 shares; 2024Q4: 2,486 shares; 2025Q1: 2,486 shares; 2025Q2: 1,644 shares; 2025Q3: 1,692 shares; 2025Q4: 1,817 shares; 2026Q1: 1,687 shares; 2026Q2: 3,137 shares 3,137 $1.07M 0.18% +1,450 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: 15,248 shares; 2024Q4: 14,832 shares; 2025Q1: 13,216 shares; 2025Q2: 12,973 shares; 2025Q3: 11,016 shares; 2025Q4: 10,754 shares; 2026Q1: 10,754 shares; 2026Q2: 10,754 shares 10,754 $986K 0.16% 0 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: 10,107 shares; 2024Q4: 9,291 shares; 2025Q1: 3,150 shares; 2025Q2: 2,851 shares; 2025Q3: 2,801 shares; 2025Q4: 2,791 shares; 2026Q1: 2,747 shares; 2026Q2: 2,747 shares 2,747 $973K 0.16% 0 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: 58,995 shares; 2024Q4: 69,275 shares; 2025Q1: 63,532 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,000 shares 25,000 $970K 0.16% new 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: 1,382 shares; 2024Q4: 1,380 shares; 2025Q1: 1,381 shares; 2025Q2: 1,381 shares; 2025Q3: 1,369 shares; 2025Q4: 1,369 shares; 2026Q1: 1,297 shares; 2026Q2: 1,268 shares 1,268 $947K 0.16% -29 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,700 shares; 2024Q4: 9,000 shares; 2025Q1: 9,200 shares; 2025Q2: 13,654 shares; 2025Q3: 13,250 shares; 2025Q4: 13,750 shares; 2026Q1: 14,250 shares; 2026Q2: 18,250 shares 18,250 $946K 0.16% +4,000 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: 11,103 shares; 2024Q4: 9,923 shares; 2025Q1: 9,387 shares; 2025Q2: 9,332 shares; 2025Q3: 8,885 shares; 2025Q4: 8,845 shares; 2026Q1: 8,403 shares; 2026Q2: 7,939 shares 7,939 $931K 0.15% -464 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,364 shares 1,364 $895K 0.15% new Timeline DUHP 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: 56,804 shares; 2024Q4: 35,844 shares; 2025Q1: 34,021 shares; 2025Q2: 34,721 shares; 2025Q3: 40,175 shares; 2025Q4: 39,675 shares; 2026Q1: 21,087 shares; 2026Q2: 21,087 shares 21,087 $880K 0.14% 0 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: 2,228 shares; 2024Q4: 2,228 shares; 2025Q1: 2,153 shares; 2025Q2: 2,213 shares; 2025Q3: 2,213 shares; 2025Q4: 2,213 shares; 2026Q1: 2,212 shares; 2026Q2: 7,437 shares 7,437 $875K 0.14% +5,225 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $813K 0.13% 0 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: 15,770 shares; 2024Q4: 7,339 shares; 2025Q1: 7,583 shares; 2025Q2: 7,533 shares; 2025Q3: 5,933 shares; 2025Q4: 6,033 shares; 2026Q1: 5,933 shares; 2026Q2: 6,274 shares 6,274 $806K 0.13% +341 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: 1,979 shares; 2024Q4: 1,979 shares; 2025Q1: 1,979 shares; 2025Q2: 2,179 shares; 2025Q3: 2,179 shares; 2025Q4: 2,179 shares; 2026Q1: 2,179 shares; 2026Q2: 4,246 shares 4,246 $806K 0.13% +2,067 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,637 shares; 2024Q4: 1,637 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,557 shares; 2025Q4: 1,557 shares; 2026Q1: 1,557 shares; 2026Q2: 6,228 shares 6,228 $773K 0.13% +4,671 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,766 shares; 2024Q4: 14,766 shares; 2025Q1: 14,766 shares; 2025Q2: 14,531 shares; 2025Q3: 14,531 shares; 2025Q4: 14,531 shares; 2026Q1: 14,531 shares; 2026Q2: 14,531 shares 14,531 $750K 0.12% 0 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: 11,735 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,120 shares; 2026Q2: 5,120 shares 5,120 $715K 0.12% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,709 shares; 2024Q4: 5,709 shares; 2025Q1: 5,709 shares; 2025Q2: 5,709 shares; 2025Q3: 5,209 shares; 2025Q4: 5,209 shares; 2026Q1: 3,829 shares; 2026Q2: 3,877 shares 3,877 $701K 0.12% +48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 919 shares 919 $701K 0.12% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,124 shares; 2024Q4: 3,079 shares; 2025Q1: 3,041 shares; 2025Q2: 2,825 shares; 2025Q3: 2,615 shares; 2025Q4: 2,500 shares; 2026Q1: 2,442 shares; 2026Q2: 2,369 shares 2,369 $695K 0.11% -73 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: 1,865 shares; 2024Q4: 1,250 shares; 2025Q1: 1,311 shares; 2025Q2: 1,261 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares; 2026Q1: 1,561 shares; 2026Q2: 3,091 shares 3,091 $669K 0.11% +1,530 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,146 shares; 2024Q4: 6,992 shares; 2025Q1: 6,992 shares; 2025Q2: not reported; 2025Q3: 5,992 shares; 2025Q4: 5,992 shares; 2026Q1: 5,992 shares; 2026Q2: 15,992 shares 15,992 $661K 0.11% +10,000 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: 8,984 shares; 2024Q4: 9,230 shares; 2025Q1: 2,960 shares; 2025Q2: 2,663 shares; 2025Q3: 2,109 shares; 2025Q4: 2,079 shares; 2026Q1: 2,024 shares; 2026Q2: 1,809 shares 1,809 $655K 0.11% -215 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: 27,751 shares; 2024Q4: 26,121 shares; 2025Q1: 29,593 shares; 2025Q2: 30,099 shares; 2025Q3: 30,099 shares; 2025Q4: 30,099 shares; 2026Q1: 30,099 shares; 2026Q2: 31,259 shares 31,259 $647K 0.11% +1,160 Timeline AVMU 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: 248,949 shares; 2024Q4: 252,910 shares; 2025Q1: 265,222 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,793 shares; 2026Q1: 13,437 shares; 2026Q2: 13,437 shares 13,437 $626K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,848 shares 10,848 $618K 0.1% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,484 shares; 2024Q4: 10,314 shares; 2025Q1: 10,149 shares; 2025Q2: 9,661 shares; 2025Q3: 9,661 shares; 2025Q4: 14,491 shares; 2026Q1: 14,241 shares; 2026Q2: 14,483 shares 14,483 $617K 0.1% +242 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,119 shares; 2024Q4: 5,683 shares; 2025Q1: 5,601 shares; 2025Q2: 5,207 shares; 2025Q3: 5,207 shares; 2025Q4: 5,207 shares; 2026Q1: 5,020 shares; 2026Q2: 5,193 shares 5,193 $610K 0.1% +173 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: 10,876 shares; 2024Q4: 10,876 shares; 2025Q1: 10,876 shares; 2025Q2: 10,876 shares; 2025Q3: 10,876 shares; 2025Q4: 10,876 shares; 2026Q1: 8,346 shares; 2026Q2: 8,431 shares 8,431 $607K 0.1% +85 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: 73,926 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000 $602K 0.1% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,193 shares; 2024Q4: 4,193 shares; 2025Q1: 4,193 shares; 2025Q2: 4,193 shares; 2025Q3: 4,193 shares; 2025Q4: 4,193 shares; 2026Q1: 4,193 shares; 2026Q2: 4,193 shares 4,193 $595K 0.1% 0 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: 6,266 shares; 2024Q4: 5,775 shares; 2025Q1: 7,400 shares; 2025Q2: 7,520 shares; 2025Q3: 7,520 shares; 2025Q4: 7,520 shares; 2026Q1: 7,520 shares; 2026Q2: 7,520 shares 7,520 $583K 0.1% 0 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: 8,878 shares; 2024Q4: 8,708 shares; 2025Q1: 8,809 shares; 2025Q2: 8,809 shares; 2025Q3: 8,809 shares; 2025Q4: 8,789 shares; 2026Q1: 6,389 shares; 2026Q2: 6,981 shares 6,981 $567K 0.09% +592 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: 4,042 shares; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares; 2025Q4: 4,042 shares; 2026Q1: 4,042 shares; 2026Q2: 4,042 shares 4,042 $553K 0.09% 0 Timeline QLYS QUALYS INC More: the full row for QUALYS 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: 4,000 shares 4,000 $550K 0.09% new 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: 2,083 shares; 2024Q4: 2,083 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares; 2025Q3: 2,083 shares; 2025Q4: 2,083 shares; 2026Q1: 2,083 shares; 2026Q2: 2,083 shares 2,083 $542K 0.09% 0 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: 1,084 shares; 2024Q4: 759 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,024 shares; 2026Q1: 989 shares; 2026Q2: 989 shares 989 $517K 0.08% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,020 shares 2,020 $514K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,035 shares 3,035 $509K 0.08% new 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: 941 shares; 2024Q4: 941 shares; 2025Q1: 936 shares; 2025Q2: 913 shares; 2025Q3: 900 shares; 2025Q4: 895 shares; 2026Q1: 895 shares; 2026Q2: 897 shares 897 $505K 0.08% +2 Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $505K 0.08% 0 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: 5,988 shares; 2024Q4: 5,516 shares; 2025Q1: 5,724 shares; 2025Q2: 5,236 shares; 2025Q3: 5,161 shares; 2025Q4: 5,161 shares; 2026Q1: 4,357 shares; 2026Q2: 4,249 shares 4,249 $499K 0.08% -108 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,861 shares; 2024Q4: 1,561 shares; 2025Q1: 1,761 shares; 2025Q2: 1,761 shares; 2025Q3: 1,728 shares; 2025Q4: 1,733 shares; 2026Q1: 1,738 shares; 2026Q2: 1,769 shares 1,769 $497K 0.08% +31 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: 35,090 shares; 2024Q4: 73,739 shares; 2025Q1: 73,631 shares; 2025Q2: 62,120 shares; 2025Q3: 52,000 shares; 2025Q4: 37,252 shares; 2026Q1: 27,905 shares; 2026Q2: 19,537 shares 19,537 $497K 0.08% -8,368 Timeline VYMI 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: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $491K 0.08% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,258 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares; 2025Q4: 1,248 shares; 2026Q1: 1,248 shares; 2026Q2: 1,219 shares 1,219 $491K 0.08% -29 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: 604 shares; 2024Q4: 1,006 shares; 2025Q1: 973 shares; 2025Q2: 1,027 shares; 2025Q3: 1,005 shares; 2025Q4: 1,000 shares; 2026Q1: 979 shares; 2026Q2: 692 shares 692 $475K 0.08% -287 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,143 shares; 2024Q4: 4,343 shares; 2025Q1: 5,043 shares; 2025Q2: 4,543 shares; 2025Q3: 4,543 shares; 2025Q4: 4,543 shares; 2026Q1: 4,543 shares; 2026Q2: 4,558 shares 4,558 $474K 0.08% +15 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $458K 0.08% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES 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: 3,250 shares 3,250 $453K 0.07% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,071 shares; 2024Q4: 7,910 shares; 2025Q1: 7,910 shares; 2025Q2: 7,911 shares; 2025Q3: 7,151 shares; 2025Q4: 7,151 shares; 2026Q1: 5,180 shares; 2026Q2: 5,180 shares 5,180 $448K 0.07% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,865 shares; 2024Q4: 4,588 shares; 2025Q1: 4,363 shares; 2025Q2: 3,705 shares; 2025Q3: 3,578 shares; 2025Q4: 3,265 shares; 2026Q1: 3,249 shares; 2026Q2: 3,244 shares 3,244 $439K 0.07% -5 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $420K 0.07% 0 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: 1,780 shares; 2024Q4: not reported; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares; 2026Q2: 3,318 shares 3,318 $420K 0.07% +1,538 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: 8,784 shares; 2024Q4: 8,784 shares; 2025Q1: 8,784 shares; 2025Q2: 8,784 shares; 2025Q3: 8,784 shares; 2025Q4: 8,784 shares; 2026Q1: 8,784 shares; 2026Q2: 8,784 shares 8,784 $418K 0.07% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,256 shares; 2024Q4: 1,256 shares; 2025Q1: 1,259 shares; 2025Q2: 1,061 shares; 2025Q3: 461 shares; 2025Q4: 436 shares; 2026Q1: 436 shares; 2026Q2: 3,488 shares 3,488 $417K 0.07% +3,052 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,634 shares; 2026Q1: 6,509 shares; 2026Q2: 6,804 shares 6,804 $411K 0.07% +295 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $410K 0.07% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,513 shares; 2024Q4: 7,513 shares; 2025Q1: 7,513 shares; 2025Q2: 7,513 shares; 2025Q3: 7,513 shares; 2025Q4: 7,513 shares; 2026Q1: 7,513 shares; 2026Q2: 7,513 shares 7,513 $407K 0.07% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,072 shares; 2024Q4: 9,672 shares; 2025Q1: 9,904 shares; 2025Q2: 10,082 shares; 2025Q3: 9,704 shares; 2025Q4: 9,954 shares; 2026Q1: 9,954 shares; 2026Q2: 7,000 shares 7,000 $395K 0.06% -2,954 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,412 shares; 2024Q4: 9,412 shares; 2025Q1: 8,050 shares; 2025Q2: 8,050 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $388K 0.06% 0 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: not reported; 2024Q4: 757 shares; 2025Q1: 884 shares; 2025Q2: 905 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 902 shares; 2026Q2: 919 shares 919 $387K 0.06% +17 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,706 shares; 2024Q4: 2,706 shares; 2025Q1: 2,706 shares; 2025Q2: 2,579 shares; 2025Q3: 2,499 shares; 2025Q4: 2,445 shares; 2026Q1: 2,145 shares; 2026Q2: 2,145 shares 2,145 $385K 0.06% 0 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: 10,987 shares; 2024Q4: 9,562 shares; 2025Q1: 9,812 shares; 2025Q2: 9,930 shares; 2025Q3: 10,272 shares; 2025Q4: 10,522 shares; 2026Q1: 8,922 shares; 2026Q2: 9,075 shares 9,075 $384K 0.06% +153 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $384K 0.06% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,544 shares; 2024Q4: not reported; 2025Q1: 1,744 shares; 2025Q2: 1,744 shares; 2025Q3: 1,744 shares; 2025Q4: 1,784 shares; 2026Q1: 1,904 shares; 2026Q2: 2,054 shares 2,054 $380K 0.06% +150 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 3,316 shares; 2026Q1: 3,316 shares; 2026Q2: 3,210 shares 3,210 $376K 0.06% -106 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: 1,142 shares; 2024Q4: 1,142 shares; 2025Q1: 1,142 shares; 2025Q2: 1,142 shares; 2025Q3: 1,041 shares; 2025Q4: 1,041 shares; 2026Q1: 1,041 shares; 2026Q2: 1,057 shares 1,057 $373K 0.06% +16 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: 2,522 shares; 2024Q4: 2,268 shares; 2025Q1: 1,247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,450 shares 2,450 $371K 0.06% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,325 shares; 2024Q4: 6,659 shares; 2025Q1: 8,484 shares; 2025Q2: 6,859 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,888 shares; 2026Q2: 9,888 shares 9,888 $363K 0.06% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,726 shares; 2024Q4: 6,726 shares; 2025Q1: 6,726 shares; 2025Q2: 6,726 shares; 2025Q3: 6,726 shares; 2025Q4: 6,726 shares; 2026Q1: 6,726 shares; 2026Q2: 6,726 shares 6,726 $361K 0.06% 0 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: 3,906 shares; 2024Q4: not reported; 2025Q1: 3,650 shares; 2025Q2: 3,850 shares; 2025Q3: 3,850 shares; 2025Q4: 4,725 shares; 2026Q1: 5,225 shares; 2026Q2: 5,475 shares 5,475 $340K 0.06% +250 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,673 shares; 2024Q4: 7,641 shares; 2025Q1: 7,641 shares; 2025Q2: 8,141 shares; 2025Q3: 9,141 shares; 2025Q4: 9,141 shares; 2026Q1: 9,141 shares; 2026Q2: 9,141 shares 9,141 $338K 0.06% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,968 shares 1,968 $336K 0.06% new 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: 2,141 shares; 2024Q4: 1,754 shares; 2025Q1: 1,705 shares; 2025Q2: 1,422 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,364 shares; 2026Q2: 1,241 shares 1,241 $336K 0.06% -123 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $333K 0.05% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,906 shares; 2024Q4: 4,906 shares; 2025Q1: 4,906 shares; 2025Q2: 4,906 shares; 2025Q3: 4,906 shares; 2025Q4: 4,906 shares; 2026Q1: 4,906 shares; 2026Q2: 4,906 shares 4,906 $331K 0.05% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,983 shares; 2024Q4: 10,177 shares; 2025Q1: 9,159 shares; 2025Q2: 8,449 shares; 2025Q3: 7,164 shares; 2025Q4: 6,971 shares; 2026Q1: 6,923 shares; 2026Q2: 6,802 shares 6,802 $331K 0.05% -121 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,364 shares; 2024Q4: 3,534 shares; 2025Q1: 3,219 shares; 2025Q2: 3,185 shares; 2025Q3: 3,170 shares; 2025Q4: 2,726 shares; 2026Q1: 2,681 shares; 2026Q2: 1,979 shares 1,979 $324K 0.05% -702 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,750 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $322K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 767 shares 767 $319K 0.05% new Timeline DIHP 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: 25,010 shares; 2024Q4: 16,938 shares; 2025Q1: 9,718 shares; 2025Q2: 9,218 shares; 2025Q3: 9,218 shares; 2025Q4: 9,218 shares; 2026Q1: 9,218 shares; 2026Q2: 9,218 shares 9,218 $315K 0.05% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,142 shares; 2026Q1: 1,110 shares; 2026Q2: 1,119 shares 1,119 $312K 0.05% +9 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $306K 0.05% 0 Timeline GIC GLOBAL INDUSTRIAL COMPANY More: the full row for GLOBAL INDUSTRIAL COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,000 shares 9,000 $301K 0.05% new 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: 3,498 shares; 2024Q4: 3,498 shares; 2025Q1: 3,498 shares; 2025Q2: 3,498 shares; 2025Q3: 3,498 shares; 2025Q4: 3,610 shares; 2026Q1: 3,498 shares; 2026Q2: 3,498 shares 3,498 $299K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 305 shares 305 $298K 0.05% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $272K 0.04% 0 Timeline FLOC FLOWCO HLDGS INC More: the full row for FLOWCO HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,600 shares 12,600 $269K 0.04% new 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: not reported; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares; 2026Q2: 1,244 shares 1,244 $265K 0.04% +8 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: not reported; 2026Q2: 700 shares 700 $262K 0.04% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,000 shares 40,000 $260K 0.04% new Timeline S&P GLOBAL INC S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 637 shares 637 $260K 0.04% new NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,709 shares; 2025Q3: 1,709 shares; 2025Q4: 1,616 shares; 2026Q1: 1,600 shares; 2026Q2: 1,633 shares 1,633 $256K 0.04% +33 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $256K 0.04% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 355 shares 355 $253K 0.04% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,496 shares; 2025Q3: 8,496 shares; 2025Q4: 8,496 shares; 2026Q1: 8,496 shares; 2026Q2: 8,496 shares 8,496 $250K 0.04% 0 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: 285 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 300 shares; 2025Q3: 345 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $250K 0.04% 0 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: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $239K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,073 shares; 2025Q4: 3,073 shares; 2026Q1: 3,073 shares; 2026Q2: 3,073 shares 3,073 $237K 0.04% 0 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,000 shares 8,000 $235K 0.04% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,390 shares; 2026Q1: 2,390 shares; 2026Q2: 2,390 shares 2,390 $228K 0.04% 0 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: 2,719 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,619 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,599 shares; 2026Q2: 2,599 shares 2,599 $225K 0.04% 0 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: 10,751 shares; 2024Q4: 8,566 shares; 2025Q1: 8,566 shares; 2025Q2: 8,566 shares; 2025Q3: 8,761 shares; 2025Q4: 9,161 shares; 2026Q1: 9,161 shares; 2026Q2: 9,242 shares 9,242 $223K 0.04% +81 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: not reported; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $219K 0.04% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $219K 0.04% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,013 shares 1,013 $216K 0.04% +13 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 649 shares 649 $214K 0.04% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,930 shares; 2024Q4: 2,580 shares; 2025Q1: 3,555 shares; 2025Q2: 2,454 shares; 2025Q3: 2,078 shares; 2025Q4: 2,028 shares; 2026Q1: not reported; 2026Q2: 1,913 shares 1,913 $210K 0.03% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 178 shares 178 $209K 0.03% new 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: 393 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403 shares; 2025Q4: not reported; 2026Q1: 403 shares; 2026Q2: 409 shares 409 $208K 0.03% +6 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: 3,627 shares; 2024Q4: 3,627 shares; 2025Q1: 3,627 shares; 2025Q2: 3,627 shares; 2025Q3: 3,627 shares; 2025Q4: not reported; 2026Q1: 3,576 shares; 2026Q2: 3,576 shares 3,576 $207K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,298 shares; 2026Q2: 2,362 shares 2,362 $205K 0.03% +64 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $204K 0.03% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $200K 0.03% new Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,050 shares 10,050 $191K 0.03% new Timeline CMRE COSTAMARE INC More: the full row for COSTAMARE 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: 10,742 shares 10,742 $151K 0.02% new Timeline