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: 113,317 shares; 2024Q4: 112,814 shares; 2025Q1: 113,200 shares; 2025Q2: 114,662 shares; 2025Q3: 106,738 shares; 2025Q4: 105,757 shares; 2026Q1: 108,120 shares; 2026Q2: 666,368 shares 666,368 $57.4M 11.07% +558,248 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: 312,060 shares; 2024Q4: 318,101 shares; 2025Q1: 321,618 shares; 2025Q2: 328,449 shares; 2025Q3: 327,366 shares; 2025Q4: 326,990 shares; 2026Q1: 331,376 shares; 2026Q2: 329,351 shares 329,351 $52M 10.04% -2,025 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: 74,155 shares; 2024Q4: 74,603 shares; 2025Q1: 75,272 shares; 2025Q2: 76,620 shares; 2025Q3: 73,076 shares; 2025Q4: 72,591 shares; 2026Q1: 73,857 shares; 2026Q2: 73,189 shares 73,189 $50.3M 9.69% -668 Timeline JPST 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: 239,991 shares; 2024Q4: 292,735 shares; 2025Q1: 312,172 shares; 2025Q2: 327,455 shares; 2025Q3: 395,906 shares; 2025Q4: 461,016 shares; 2026Q1: 481,467 shares; 2026Q2: 560,962 shares 560,962 $28.4M 5.47% +79,495 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,065 shares; 2024Q4: 310,979 shares; 2025Q1: 331,190 shares; 2025Q2: 350,138 shares; 2025Q3: 416,334 shares; 2025Q4: 478,313 shares; 2026Q1: 503,937 shares; 2026Q2: 570,844 shares 570,844 $28.3M 5.45% +66,907 Timeline SCHO 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: 202,919 shares; 2024Q4: 520,812 shares; 2025Q1: 572,719 shares; 2025Q2: 612,274 shares; 2025Q3: 806,752 shares; 2025Q4: 899,719 shares; 2026Q1: 962,850 shares; 2026Q2: 1,110,545 shares 1,110,545 $26.8M 5.17% +147,695 Timeline JPLD 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: 176,609 shares; 2024Q4: 217,095 shares; 2025Q1: 231,678 shares; 2025Q2: 240,514 shares; 2025Q3: 272,722 shares; 2025Q4: 304,150 shares; 2026Q1: 339,073 shares; 2026Q2: 513,387 shares 513,387 $26.8M 5.17% +174,314 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: 75,871 shares; 2024Q4: 77,019 shares; 2025Q1: 78,491 shares; 2025Q2: 82,151 shares; 2025Q3: 81,164 shares; 2025Q4: 81,626 shares; 2026Q1: 82,718 shares; 2026Q2: 77,964 shares 77,964 $23.6M 4.56% -4,754 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: 268,987 shares; 2024Q4: 278,588 shares; 2025Q1: 286,003 shares; 2025Q2: 291,563 shares; 2025Q3: 286,899 shares; 2025Q4: 288,285 shares; 2026Q1: 291,269 shares; 2026Q2: 314,916 shares 314,916 $22.4M 4.33% +23,647 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: 3,168 shares; 2024Q4: 2,998 shares; 2025Q1: 2,998 shares; 2025Q2: 2,930 shares; 2025Q3: 2,889 shares; 2025Q4: 2,658 shares; 2026Q1: 2,705 shares; 2026Q2: 207,708 shares 207,708 $16.7M 3.23% +205,003 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,417 shares; 2024Q4: 64,639 shares; 2025Q1: 68,958 shares; 2025Q2: 72,905 shares; 2025Q3: 80,596 shares; 2025Q4: 83,699 shares; 2026Q1: 93,201 shares; 2026Q2: 111,055 shares 111,055 $13M 2.52% +17,854 Timeline BOND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140,381 shares 140,381 $12.9M 2.5% new Timeline JMST 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: 266,043 shares; 2024Q4: 253,042 shares; 2025Q1: 244,613 shares; 2025Q2: 248,447 shares; 2025Q3: 256,848 shares; 2025Q4: 237,529 shares; 2026Q1: 236,555 shares; 2026Q2: 245,679 shares 245,679 $12.5M 2.42% +9,124 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: 14,808 shares; 2024Q4: 15,035 shares; 2025Q1: 15,381 shares; 2025Q2: 15,709 shares; 2025Q3: 15,867 shares; 2025Q4: 15,605 shares; 2026Q1: 15,208 shares; 2026Q2: 26,078 shares 26,078 $7.55M 1.46% +10,870 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: 15,358 shares; 2025Q1: 15,789 shares; 2025Q2: 19,877 shares; 2025Q3: 16,030 shares; 2025Q4: 15,574 shares; 2026Q1: 15,526 shares; 2026Q2: 15,869 shares 15,869 $6.88M 1.33% +343 Timeline SMMU 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: not reported; 2024Q4: 50,309 shares; 2025Q1: 56,013 shares; 2025Q2: 60,482 shares; 2025Q3: 64,077 shares; 2025Q4: 71,459 shares; 2026Q1: 79,635 shares; 2026Q2: 92,079 shares 92,079 $4.65M 0.9% +12,444 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: 34,847 shares; 2024Q4: 35,839 shares; 2025Q1: 36,551 shares; 2025Q2: 36,841 shares; 2025Q3: 35,173 shares; 2025Q4: 36,087 shares; 2026Q1: 36,770 shares; 2026Q2: 33,944 shares 33,944 $4.04M 0.78% -2,826 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: 42,216 shares; 2024Q4: 43,669 shares; 2025Q1: 44,748 shares; 2025Q2: 45,288 shares; 2025Q3: 44,376 shares; 2025Q4: 45,977 shares; 2026Q1: 46,908 shares; 2026Q2: 44,032 shares 44,032 $3.87M 0.75% -2,876 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: 51,879 shares; 2024Q4: 54,358 shares; 2025Q1: 56,370 shares; 2025Q2: 57,596 shares; 2025Q3: 58,445 shares; 2025Q4: 61,303 shares; 2026Q1: 62,418 shares; 2026Q2: 61,919 shares 61,919 $3.76M 0.73% -499 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: 10,873 shares; 2024Q4: 11,634 shares; 2025Q1: 12,244 shares; 2025Q2: 15,015 shares; 2025Q3: 13,848 shares; 2025Q4: 14,041 shares; 2026Q1: 14,651 shares; 2026Q2: 14,167 shares 14,167 $3.69M 0.71% -484 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: 8,891 shares; 2024Q4: 9,124 shares; 2025Q1: 9,175 shares; 2025Q2: 10,103 shares; 2025Q3: 8,906 shares; 2025Q4: 8,798 shares; 2026Q1: 9,043 shares; 2026Q2: 9,673 shares 9,673 $3.42M 0.66% +630 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: 4,644 shares; 2024Q4: 4,572 shares; 2025Q1: 4,576 shares; 2025Q2: 4,584 shares; 2025Q3: 4,584 shares; 2025Q4: 4,492 shares; 2026Q1: 4,540 shares; 2026Q2: 4,477 shares 4,477 $3.35M 0.65% -63 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: 16,304 shares; 2024Q4: 16,272 shares; 2025Q1: 16,255 shares; 2025Q2: 17,384 shares; 2025Q3: 14,582 shares; 2025Q4: 14,953 shares; 2026Q1: 15,432 shares; 2026Q2: 16,242 shares 16,242 $3.25M 0.63% +810 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: 8,530 shares; 2024Q4: 8,578 shares; 2025Q1: 11,261 shares; 2025Q2: 12,308 shares; 2025Q3: 11,932 shares; 2025Q4: 12,015 shares; 2026Q1: 12,383 shares; 2026Q2: 13,291 shares 13,291 $3.17M 0.61% +908 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: 11,263 shares; 2024Q4: 11,346 shares; 2025Q1: 11,592 shares; 2025Q2: 11,689 shares; 2025Q3: 11,675 shares; 2025Q4: 11,419 shares; 2026Q1: 11,689 shares; 2026Q2: 12,001 shares 12,001 $3.02M 0.58% +312 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: 2,218 shares; 2024Q4: 2,239 shares; 2025Q1: 2,276 shares; 2025Q2: 2,534 shares; 2025Q3: 2,135 shares; 2025Q4: 2,087 shares; 2026Q1: 2,221 shares; 2026Q2: 2,472 shares 2,472 $2.8M 0.54% +251 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,533 shares; 2024Q4: 16,598 shares; 2025Q1: 15,969 shares; 2025Q2: 13,480 shares; 2025Q3: 9,455 shares; 2025Q4: 9,495 shares; 2026Q1: 10,059 shares; 2026Q2: 11,233 shares 11,233 $2.76M 0.53% +1,174 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: 4,964 shares; 2024Q4: 5,011 shares; 2025Q1: 5,085 shares; 2025Q2: 5,379 shares; 2025Q3: 5,250 shares; 2025Q4: 5,183 shares; 2026Q1: 5,524 shares; 2026Q2: 6,364 shares 6,364 $2.37M 0.46% +840 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: 2,540 shares; 2024Q4: 2,664 shares; 2025Q1: 2,772 shares; 2025Q2: 2,875 shares; 2025Q3: 3,650 shares; 2025Q4: 3,925 shares; 2026Q1: 4,150 shares; 2026Q2: 4,750 shares 4,750 $2.36M 0.45% +600 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: 4,675 shares; 2024Q4: 4,817 shares; 2025Q1: 4,962 shares; 2025Q2: 6,149 shares; 2025Q3: 6,462 shares; 2025Q4: 6,509 shares; 2026Q1: 6,709 shares; 2026Q2: 7,364 shares 7,364 $2.31M 0.44% +655 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: 407 shares; 2024Q4: 409 shares; 2025Q1: 392 shares; 2025Q2: 403 shares; 2025Q3: 401 shares; 2025Q4: 403 shares; 2026Q1: 424 shares; 2026Q2: 12,554 shares 12,554 $2.24M 0.43% +12,130 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: 4,413 shares; 2024Q4: 4,482 shares; 2025Q1: 4,524 shares; 2025Q2: 4,707 shares; 2025Q3: 4,715 shares; 2025Q4: 4,796 shares; 2026Q1: 5,138 shares; 2026Q2: 6,149 shares 6,149 $2.17M 0.42% +1,011 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: 1,696 shares; 2024Q4: 1,720 shares; 2025Q1: 1,732 shares; 2025Q2: 1,654 shares; 2025Q3: 1,843 shares; 2025Q4: 1,937 shares; 2026Q1: 2,053 shares; 2026Q2: 2,312 shares 2,312 $2.16M 0.42% +259 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: 8,407 shares; 2024Q4: 8,576 shares; 2025Q1: 8,650 shares; 2025Q2: 8,397 shares; 2025Q3: 9,286 shares; 2025Q4: 9,602 shares; 2026Q1: 8,487 shares; 2026Q2: 9,699 shares 9,699 $2.16M 0.42% +1,212 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: 3,056 shares; 2024Q4: 3,177 shares; 2025Q1: 3,176 shares; 2025Q2: 2,796 shares; 2025Q3: 3,228 shares; 2025Q4: 3,361 shares; 2026Q1: 3,585 shares; 2026Q2: 4,242 shares 4,242 $2.12M 0.41% +657 Timeline VSDM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,594 shares 27,594 $2.11M 0.41% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 1,753 shares 1,753 $2.1M 0.41% +1,746 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: 2,856 shares; 2024Q4: 2,929 shares; 2025Q1: 2,988 shares; 2025Q2: 3,096 shares; 2025Q3: 3,463 shares; 2025Q4: 3,478 shares; 2026Q1: 3,554 shares; 2026Q2: 4,061 shares 4,061 $2.07M 0.4% +507 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: 2,812 shares; 2024Q4: 2,872 shares; 2025Q1: 2,926 shares; 2025Q2: 3,049 shares; 2025Q3: 4,276 shares; 2025Q4: 4,781 shares; 2026Q1: 4,873 shares; 2026Q2: 4,820 shares 4,820 $2M 0.39% -53 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: 17,052 shares; 2024Q4: 17,677 shares; 2025Q1: 17,899 shares; 2025Q2: 17,522 shares; 2025Q3: 17,514 shares; 2025Q4: 17,651 shares; 2026Q1: 18,729 shares; 2026Q2: 21,681 shares 21,681 $2M 0.39% +2,952 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: not reported; 2024Q4: 27,580 shares; 2025Q1: 30,277 shares; 2025Q2: 36,708 shares; 2025Q3: 36,763 shares; 2025Q4: 37,535 shares; 2026Q1: 35,982 shares; 2026Q2: 38,357 shares 38,357 $1.94M 0.37% +2,375 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,473 shares 73,473 $1.94M 0.37% new 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: 3,615 shares; 2024Q4: 3,885 shares; 2025Q1: 3,986 shares; 2025Q2: 4,155 shares; 2025Q3: 4,923 shares; 2025Q4: 5,338 shares; 2026Q1: 5,750 shares; 2026Q2: 6,683 shares 6,683 $1.84M 0.36% +933 Timeline SPSM 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: 26,811 shares; 2024Q4: 28,036 shares; 2025Q1: 29,410 shares; 2025Q2: 31,271 shares; 2025Q3: 31,351 shares; 2025Q4: 33,021 shares; 2026Q1: 33,518 shares; 2026Q2: 31,187 shares 31,187 $1.8M 0.35% -2,331 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: 20,831 shares; 2024Q4: 20,831 shares; 2025Q1: 20,831 shares; 2025Q2: 20,831 shares; 2025Q3: 20,831 shares; 2025Q4: 20,831 shares; 2026Q1: 20,831 shares; 2026Q2: 20,831 shares 20,831 $1.71M 0.33% 0 Timeline SPDW 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: 27,038 shares; 2024Q4: 28,842 shares; 2025Q1: 30,037 shares; 2025Q2: 30,400 shares; 2025Q3: 30,370 shares; 2025Q4: 31,535 shares; 2026Q1: 31,536 shares; 2026Q2: 33,319 shares 33,319 $1.68M 0.32% +1,783 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: 5,873 shares; 2024Q4: 6,061 shares; 2025Q1: 6,078 shares; 2025Q2: 5,312 shares; 2025Q3: 6,274 shares; 2025Q4: 6,906 shares; 2026Q1: 7,504 shares; 2026Q2: 7,440 shares 7,440 $1.63M 0.31% -64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,698 shares; 2025Q3: 8,209 shares; 2025Q4: 9,168 shares; 2026Q1: 11,046 shares; 2026Q2: 13,765 shares 13,765 $1.62M 0.31% +2,719 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,793 shares; 2025Q1: 12,432 shares; 2025Q2: 16,691 shares; 2025Q3: 20,189 shares; 2025Q4: 21,126 shares; 2026Q1: 22,529 shares; 2026Q2: 22,275 shares 22,275 $1.6M 0.31% -254 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,451 shares; 2024Q4: 9,670 shares; 2025Q1: 9,817 shares; 2025Q2: 9,387 shares; 2025Q3: 9,793 shares; 2025Q4: 10,003 shares; 2026Q1: 10,711 shares; 2026Q2: 12,594 shares 12,594 $1.55M 0.3% +1,883 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: 6,664 shares; 2024Q4: 6,847 shares; 2025Q1: 6,826 shares; 2025Q2: 5,712 shares; 2025Q3: 6,513 shares; 2025Q4: 7,035 shares; 2026Q1: 7,671 shares; 2026Q2: 9,149 shares 9,149 $1.53M 0.3% +1,478 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,227 shares; 2024Q4: 5,261 shares; 2025Q1: 5,217 shares; 2025Q2: 17,638 shares; 2025Q3: 15,690 shares; 2025Q4: 15,648 shares; 2026Q1: 16,120 shares; 2026Q2: 17,492 shares 17,492 $1.52M 0.29% +1,372 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,788 shares 20,788 $1.4M 0.27% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,676 shares; 2024Q4: 16,352 shares; 2025Q1: 17,163 shares; 2025Q2: 23,473 shares; 2025Q3: 23,300 shares; 2025Q4: 23,360 shares; 2026Q1: 24,182 shares; 2026Q2: 27,191 shares 27,191 $1.4M 0.27% +3,009 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 224 shares; 2026Q2: 9,335 shares 9,335 $1.37M 0.26% +9,111 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,441 shares; 2024Q4: 5,667 shares; 2025Q1: 5,757 shares; 2025Q2: 5,570 shares; 2025Q3: 5,541 shares; 2025Q4: 5,563 shares; 2026Q1: 5,776 shares; 2026Q2: 6,304 shares 6,304 $1.36M 0.26% +528 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,110 shares; 2024Q4: 2,151 shares; 2025Q1: 2,170 shares; 2025Q2: 2,332 shares; 2025Q3: 2,087 shares; 2025Q4: 2,035 shares; 2026Q1: 2,112 shares; 2026Q2: 2,327 shares 2,327 $1.26M 0.24% +215 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: 21,375 shares; 2024Q4: 21,375 shares; 2025Q1: 21,375 shares; 2025Q2: 21,375 shares; 2025Q3: 21,375 shares; 2025Q4: 21,375 shares; 2026Q1: 21,375 shares; 2026Q2: 21,375 shares 21,375 $1.18M 0.23% 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: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,012 shares 1,012 $1.17M 0.23% +12 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,695 shares; 2024Q4: 11,120 shares; 2025Q1: 11,372 shares; 2025Q2: 15,978 shares; 2025Q3: 11,294 shares; 2025Q4: 11,370 shares; 2026Q1: 12,146 shares; 2026Q2: 13,861 shares 13,861 $1.09M 0.21% +1,715 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: 24,905 shares; 2024Q4: 37,433 shares; 2025Q1: 36,385 shares; 2025Q2: 37,621 shares; 2025Q3: 37,623 shares; 2025Q4: 36,474 shares; 2026Q1: 35,894 shares; 2026Q2: 9,541 shares 9,541 $1.02M 0.2% -26,353 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: 2,586 shares; 2024Q4: 2,700 shares; 2025Q1: 2,787 shares; 2025Q2: 3,578 shares; 2025Q3: 4,159 shares; 2025Q4: 4,499 shares; 2026Q1: 5,010 shares; 2026Q2: 4,949 shares 4,949 $1.01M 0.2% -61 Timeline RKT ROCKET COS INC More: the full row for ROCKET 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: 46,890 shares; 2026Q1: 50,145 shares; 2026Q2: 60,606 shares 60,606 $955K 0.18% +10,461 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: not reported; 2024Q4: not reported; 2025Q1: 2,036 shares; 2025Q2: 2,026 shares; 2025Q3: 2,026 shares; 2025Q4: 3,343 shares; 2026Q1: 3,347 shares; 2026Q2: 3,989 shares 3,989 $863K 0.17% +642 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45,728 shares; 2025Q1: 48,426 shares; 2025Q2: 57,929 shares; 2025Q3: 49,677 shares; 2025Q4: 50,284 shares; 2026Q1: 53,476 shares; 2026Q2: 64,567 shares 64,567 $863K 0.17% +11,091 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: 2,340 shares; 2024Q4: 2,370 shares; 2025Q1: 2,499 shares; 2025Q2: 2,484 shares; 2025Q3: 2,496 shares; 2025Q4: 2,420 shares; 2026Q1: 2,553 shares; 2026Q2: 2,992 shares 2,992 $841K 0.16% +439 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: 2,471 shares; 2024Q4: 2,659 shares; 2025Q1: 3,111 shares; 2025Q2: 3,394 shares; 2025Q3: 3,473 shares; 2025Q4: 3,784 shares; 2026Q1: 4,020 shares; 2026Q2: 6,104 shares 6,104 $834K 0.16% +2,084 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,395 shares; 2026Q2: 2,395 shares 2,395 $824K 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,607 shares; 2025Q4: 13,202 shares; 2026Q1: 13,748 shares; 2026Q2: 14,057 shares 14,057 $810K 0.16% +309 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: 7,727 shares; 2024Q4: 8,134 shares; 2025Q1: 9,181 shares; 2025Q2: 10,030 shares; 2025Q3: 10,203 shares; 2025Q4: 10,880 shares; 2026Q1: 11,525 shares; 2026Q2: 12,142 shares 12,142 $733K 0.14% +617 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,828 shares; 2024Q4: 6,218 shares; 2025Q1: 6,897 shares; 2025Q2: 7,553 shares; 2025Q3: 7,480 shares; 2025Q4: 7,828 shares; 2026Q1: 8,202 shares; 2026Q2: 8,709 shares 8,709 $666K 0.13% +507 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,765 shares; 2024Q4: 12,556 shares; 2025Q1: 14,125 shares; 2025Q2: 14,858 shares; 2025Q3: 14,876 shares; 2025Q4: 15,491 shares; 2026Q1: 16,048 shares; 2026Q2: 16,454 shares 16,454 $664K 0.13% +406 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS 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: 8,234 shares; 2026Q1: 9,718 shares; 2026Q2: 8,535 shares 8,535 $641K 0.12% -1,183 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: 5,473 shares; 2024Q4: 5,666 shares; 2025Q1: 5,883 shares; 2025Q2: 6,148 shares; 2025Q3: 6,580 shares; 2025Q4: 6,785 shares; 2026Q1: 7,189 shares; 2026Q2: 7,324 shares 7,324 $637K 0.12% +135 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 6,121 shares 6,121 $614K 0.12% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,360 shares; 2024Q4: 9,922 shares; 2025Q1: 11,034 shares; 2025Q2: 11,466 shares; 2025Q3: 11,587 shares; 2025Q4: 12,179 shares; 2026Q1: 13,040 shares; 2026Q2: 14,718 shares 14,718 $602K 0.12% +1,678 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,005 shares; 2024Q4: 7,479 shares; 2025Q1: 8,603 shares; 2025Q2: 9,171 shares; 2025Q3: 9,003 shares; 2025Q4: 10,028 shares; 2026Q1: 10,623 shares; 2026Q2: 10,840 shares 10,840 $599K 0.12% +217 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: 3,606 shares; 2024Q4: 3,861 shares; 2025Q1: 4,386 shares; 2025Q2: 4,575 shares; 2025Q3: 4,660 shares; 2025Q4: 5,105 shares; 2026Q1: 5,452 shares; 2026Q2: 6,060 shares 6,060 $580K 0.11% +608 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,040 shares; 2025Q1: 2,248 shares; 2025Q2: 2,924 shares; 2025Q3: 2,543 shares; 2025Q4: 2,602 shares; 2026Q1: 2,969 shares; 2026Q2: 4,049 shares 4,049 $572K 0.11% +1,080 Timeline AVA AVISTA CORP More: the full row for AVISTA 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: 11,272 shares; 2026Q1: 12,328 shares; 2026Q2: 13,970 shares 13,970 $572K 0.11% +1,642 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: 12,239 shares; 2024Q4: 12,833 shares; 2025Q1: 14,069 shares; 2025Q2: 14,462 shares; 2025Q3: 14,986 shares; 2025Q4: 16,333 shares; 2026Q1: 17,423 shares; 2026Q2: 17,681 shares 17,681 $565K 0.11% +258 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,572 shares; 2024Q4: 6,011 shares; 2025Q1: 6,860 shares; 2025Q2: 7,426 shares; 2025Q3: 7,858 shares; 2025Q4: 8,751 shares; 2026Q1: 9,471 shares; 2026Q2: 11,475 shares 11,475 $558K 0.11% +2,004 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,143 shares; 2024Q4: 74,185 shares; 2025Q1: 77,699 shares; 2025Q2: 84,716 shares; 2025Q3: 88,824 shares; 2025Q4: 92,495 shares; 2026Q1: 101,651 shares; 2026Q2: 29,900 shares 29,900 $554K 0.11% -71,751 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,893 shares; 2024Q4: 3,066 shares; 2025Q1: 3,455 shares; 2025Q2: 3,790 shares; 2025Q3: 3,746 shares; 2025Q4: 4,070 shares; 2026Q1: 4,570 shares; 2026Q2: 5,127 shares 5,127 $553K 0.11% +557 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,221 shares; 2024Q4: 4,244 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,666 shares; 2025Q4: 4,666 shares; 2026Q1: 4,857 shares; 2026Q2: 4,879 shares 4,879 $552K 0.11% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,013 shares; 2025Q3: 6,251 shares; 2025Q4: 6,886 shares; 2026Q1: 7,516 shares; 2026Q2: 8,848 shares 8,848 $548K 0.11% +1,332 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: 15,453 shares; 2024Q4: 16,320 shares; 2025Q1: 17,865 shares; 2025Q2: 18,003 shares; 2025Q3: 18,168 shares; 2025Q4: 19,648 shares; 2026Q1: 20,970 shares; 2026Q2: 25,787 shares 25,787 $534K 0.1% +4,817 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 3,488 shares 3,488 $527K 0.1% new Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,149 shares; 2024Q4: 4,444 shares; 2025Q1: 5,093 shares; 2025Q2: 5,367 shares; 2025Q3: 5,507 shares; 2025Q4: 5,881 shares; 2026Q1: 6,248 shares; 2026Q2: 6,742 shares 6,742 $526K 0.1% +494 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,581 shares; 2026Q1: 7,168 shares; 2026Q2: 7,686 shares 7,686 $525K 0.1% +518 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: 4,187 shares; 2024Q4: 4,187 shares; 2025Q1: 4,132 shares; 2025Q2: 3,766 shares; 2025Q3: 3,766 shares; 2025Q4: 3,766 shares; 2026Q1: 3,780 shares; 2026Q2: 4,081 shares 4,081 $524K 0.1% +301 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,294 shares; 2025Q4: 3,680 shares; 2026Q1: 3,989 shares; 2026Q2: 5,431 shares 5,431 $518K 0.1% +1,442 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: 6,816 shares; 2024Q4: 7,349 shares; 2025Q1: 8,629 shares; 2025Q2: 9,409 shares; 2025Q3: 9,714 shares; 2025Q4: 10,747 shares; 2026Q1: 11,467 shares; 2026Q2: 12,232 shares 12,232 $518K 0.1% +765 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: 6,670 shares; 2024Q4: 6,670 shares; 2025Q1: 6,508 shares; 2025Q2: 6,065 shares; 2025Q3: 6,065 shares; 2025Q4: 6,065 shares; 2026Q1: 6,065 shares; 2026Q2: 6,065 shares 6,065 $499K 0.1% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,979 shares; 2024Q4: 3,235 shares; 2025Q1: 3,790 shares; 2025Q2: 4,316 shares; 2025Q3: 4,656 shares; 2025Q4: 5,159 shares; 2026Q1: 5,689 shares; 2026Q2: 6,799 shares 6,799 $495K 0.1% +1,110 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: not reported; 2024Q4: not reported; 2025Q1: 1,935 shares; 2025Q2: 2,528 shares; 2025Q3: 3,566 shares; 2025Q4: 3,910 shares; 2026Q1: 4,211 shares; 2026Q2: 4,497 shares 4,497 $483K 0.09% +286 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,466 shares; 2024Q4: 1,434 shares; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,200 shares; 2025Q4: 1,027 shares; 2026Q1: 1,041 shares; 2026Q2: 1,388 shares 1,388 $476K 0.09% +347 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: 1,961 shares; 2024Q4: 1,922 shares; 2025Q1: 1,920 shares; 2025Q2: 1,893 shares; 2025Q3: 1,856 shares; 2025Q4: 1,807 shares; 2026Q1: 1,807 shares; 2026Q2: 1,842 shares 1,842 $468K 0.09% +35 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: not reported; 2024Q4: not reported; 2025Q1: 1,730 shares; 2025Q2: 1,812 shares; 2025Q3: 1,952 shares; 2025Q4: 2,176 shares; 2026Q1: 2,363 shares; 2026Q2: 2,852 shares 2,852 $467K 0.09% +489 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,529 shares; 2024Q4: 13,737 shares; 2025Q1: 16,939 shares; 2025Q2: 18,897 shares; 2025Q3: 19,285 shares; 2025Q4: 21,214 shares; 2026Q1: 23,205 shares; 2026Q2: 26,561 shares 26,561 $450K 0.09% +3,356 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: 8,618 shares; 2024Q4: 9,347 shares; 2025Q1: 11,523 shares; 2025Q2: 13,269 shares; 2025Q3: 12,953 shares; 2025Q4: 14,306 shares; 2026Q1: 16,097 shares; 2026Q2: 18,437 shares 18,437 $444K 0.09% +2,340 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: 7,591 shares; 2024Q4: 7,591 shares; 2025Q1: 7,591 shares; 2025Q2: 7,591 shares; 2025Q3: 7,461 shares; 2025Q4: 7,073 shares; 2026Q1: 6,551 shares; 2026Q2: 6,189 shares 6,189 $433K 0.08% -362 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: not reported; 2024Q4: 1,180 shares; 2025Q1: not reported; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares; 2025Q4: 1,156 shares; 2026Q1: 1,154 shares; 2026Q2: 1,198 shares 1,198 $428K 0.08% +44 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: 4,986 shares; 2024Q4: 5,317 shares; 2025Q1: 5,994 shares; 2025Q2: 6,292 shares; 2025Q3: 6,522 shares; 2025Q4: 6,831 shares; 2026Q1: 6,831 shares; 2026Q2: 3,585 shares 3,585 $421K 0.08% -3,246 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,118 shares; 2024Q4: 1,201 shares; 2025Q1: 1,385 shares; 2025Q2: 1,422 shares; 2025Q3: 1,446 shares; 2025Q4: 1,580 shares; 2026Q1: 1,696 shares; 2026Q2: 1,870 shares 1,870 $413K 0.08% +174 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: 741 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 719 shares; 2025Q4: 712 shares; 2026Q1: 715 shares; 2026Q2: 791 shares 791 $406K 0.08% +76 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168 shares; 2026Q2: 350 shares 350 $373K 0.07% +182 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: 3,860 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,335 shares; 2025Q3: 3,335 shares; 2025Q4: 3,335 shares; 2026Q1: 3,335 shares; 2026Q2: 3,351 shares 3,351 $322K 0.06% +16 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: 2,102 shares; 2024Q4: 2,102 shares; 2025Q1: 2,102 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 2,102 shares; 2026Q1: 2,102 shares; 2026Q2: 2,126 shares 2,126 $322K 0.06% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148 shares; 2026Q2: 156 shares 156 $310K 0.06% +8 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: 6,940 shares; 2024Q4: 6,940 shares; 2025Q1: 6,940 shares; 2025Q2: 6,940 shares; 2025Q3: 6,940 shares; 2025Q4: 6,940 shares; 2026Q1: 6,940 shares; 2026Q2: 6,940 shares 6,940 $308K 0.06% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX 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: 3,127 shares 3,127 $307K 0.06% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares; 2026Q2: 2,830 shares 2,830 $273K 0.05% +2,808 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: 2,189 shares; 2024Q4: 2,345 shares; 2025Q1: 2,620 shares; 2025Q2: 2,750 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210 shares; 2026Q2: 1,680 shares 1,680 $272K 0.05% +1,470 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66 shares; 2026Q2: 2,132 shares 2,132 $265K 0.05% +2,066 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 497 shares; 2026Q2: 3,113 shares 3,113 $258K 0.05% +2,616 Timeline SPTM 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: 2,878 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,729 shares; 2025Q3: 2,716 shares; 2025Q4: 2,716 shares; 2026Q1: 2,716 shares; 2026Q2: 2,716 shares 2,716 $247K 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: 272 shares; 2025Q4: 272 shares; 2026Q1: 250 shares; 2026Q2: 251 shares 251 $246K 0.05% +1 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,177 shares; 2024Q4: 27,843 shares; 2025Q1: 27,627 shares; 2025Q2: 31,099 shares; 2025Q3: 26,395 shares; 2025Q4: 26,750 shares; 2026Q1: 32,353 shares; 2026Q2: 4,851 shares 4,851 $242K 0.05% -27,502 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: 18,650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,715 shares; 2026Q2: 3,715 shares 3,715 $238K 0.05% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 771 shares; 2024Q4: 771 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 641 shares; 2025Q4: 571 shares; 2026Q1: 571 shares; 2026Q2: 571 shares 571 $221K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 219 shares; 2026Q2: 223 shares 223 $215K 0.04% +4 Timeline LXU LSB INDS INC More: the full row for LSB INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $141K 0.03% 0 Timeline