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: 594,863 shares; 2024Q4: 550,563 shares; 2025Q1: 549,522 shares; 2025Q2: 502,902 shares; 2025Q3: 472,305 shares; 2025Q4: 458,913 shares; 2026Q1: 474,346 shares; 2026Q2: 444,325 shares 444,325 $305M 10.9% -30,021 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,508,092 shares; 2024Q4: 1,586,829 shares; 2025Q1: 1,568,484 shares; 2025Q2: 1,516,493 shares; 2025Q3: 1,553,140 shares; 2025Q4: 1,603,120 shares; 2026Q1: 1,624,893 shares; 2026Q2: 2,228,297 shares 2,228,297 $198M 7.09% +603,404 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: 163,905 shares; 2024Q4: 162,643 shares; 2025Q1: 148,404 shares; 2025Q2: 145,382 shares; 2025Q3: 143,693 shares; 2025Q4: 141,670 shares; 2026Q1: 148,027 shares; 2026Q2: 145,668 shares 145,668 $109M 3.89% -2,359 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: 1,254,410 shares; 2024Q4: 2,929,208 shares; 2025Q1: 2,849,066 shares; 2025Q2: 2,425,664 shares; 2025Q3: 2,601,249 shares; 2025Q4: 2,711,604 shares; 2026Q1: 2,755,371 shares; 2026Q2: 4,431,584 shares 4,431,584 $107M 3.82% +1,676,213 Timeline SPSB 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: 2,013,813 shares; 2024Q4: 2,372,259 shares; 2025Q1: 2,331,592 shares; 2025Q2: 2,197,330 shares; 2025Q3: 2,888,561 shares; 2025Q4: 2,997,561 shares; 2026Q1: 3,028,206 shares; 2026Q2: 3,503,919 shares 3,503,919 $105M 3.76% +475,713 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,482,284 shares; 2024Q4: 5,093,049 shares; 2025Q1: 4,881,324 shares; 2025Q2: 4,140,823 shares; 2025Q3: 4,277,182 shares; 2025Q4: 4,231,614 shares; 2026Q1: 4,165,548 shares; 2026Q2: 4,572,890 shares 4,572,890 $104M 3.72% +407,342 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: 1,240,107 shares; 2024Q4: 1,262,222 shares; 2025Q1: 1,250,412 shares; 2025Q2: 1,231,786 shares; 2025Q3: 1,190,449 shares; 2025Q4: 1,185,863 shares; 2026Q1: 1,190,822 shares; 2026Q2: 1,180,751 shares 1,180,751 $97.8M 3.5% -10,071 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: 1,029,614 shares; 2024Q4: 946,056 shares; 2025Q1: 972,377 shares; 2025Q2: 1,011,058 shares; 2025Q3: 996,869 shares; 2025Q4: 1,014,946 shares; 2026Q1: 1,082,976 shares; 2026Q2: 1,041,383 shares 1,041,383 $80.3M 2.87% -41,593 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,972 shares; 2025Q1: 98,639 shares; 2025Q2: 954,581 shares; 2025Q3: 1,085,864 shares; 2025Q4: 1,119,755 shares; 2026Q1: 1,197,568 shares; 2026Q2: 1,466,147 shares 1,466,147 $76.7M 2.74% +268,579 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,589 shares; 2024Q4: 1,591 shares; 2025Q1: 1,611 shares; 2025Q2: 1,670 shares; 2025Q3: 1,718 shares; 2025Q4: 2,404 shares; 2026Q1: 844,013 shares; 2026Q2: 840,366 shares 840,366 $63.7M 2.28% -3,647 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,153 shares; 2024Q4: 19,310 shares; 2025Q1: 36,818 shares; 2025Q2: 249,074 shares; 2025Q3: 257,775 shares; 2025Q4: 264,969 shares; 2026Q1: 269,995 shares; 2026Q2: 282,188 shares 282,188 $61.5M 2.2% +12,193 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: 752 shares; 2024Q4: 3,311 shares; 2025Q1: 3,199 shares; 2025Q2: 14,169 shares; 2025Q3: 33,358 shares; 2025Q4: 313,299 shares; 2026Q1: 1,838,647 shares; 2026Q2: 1,776,276 shares 1,776,276 $56.3M 2.01% -62,371 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309,078 shares; 2024Q4: 296,071 shares; 2025Q1: 309,098 shares; 2025Q2: 328,782 shares; 2025Q3: 327,442 shares; 2025Q4: 337,069 shares; 2026Q1: 362,222 shares; 2026Q2: 356,480 shares 356,480 $52.9M 1.89% -5,742 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: 74,438 shares; 2024Q4: 73,206 shares; 2025Q1: 72,139 shares; 2025Q2: 68,546 shares; 2025Q3: 67,368 shares; 2025Q4: 69,498 shares; 2026Q1: 69,242 shares; 2026Q2: 69,097 shares 69,097 $51.7M 1.85% -145 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: 460,777 shares; 2024Q4: 440,052 shares; 2025Q1: 435,001 shares; 2025Q2: 457,177 shares; 2025Q3: 399,860 shares; 2025Q4: 390,072 shares; 2026Q1: 376,212 shares; 2026Q2: 533,982 shares 533,982 $51.6M 1.84% +157,770 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: 559 shares; 2024Q4: 349 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 414 shares; 2026Q1: 211,450 shares; 2026Q2: 211,447 shares 211,447 $46.4M 1.66% -3 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 663,105 shares; 2024Q4: 740,810 shares; 2025Q1: 719,942 shares; 2025Q2: 676,819 shares; 2025Q3: 769,737 shares; 2025Q4: 763,100 shares; 2026Q1: 759,792 shares; 2026Q2: 831,610 shares 831,610 $42.7M 1.52% +71,818 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 812,187 shares; 2026Q2: 808,938 shares 808,938 $35.1M 1.25% -3,249 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,287 shares; 2024Q4: 9,526 shares; 2025Q1: 8,483 shares; 2025Q2: 8,485 shares; 2025Q3: 8,633 shares; 2025Q4: 9,427 shares; 2026Q1: 317,294 shares; 2026Q2: 318,059 shares 318,059 $35.1M 1.25% +765 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: 89,496 shares; 2024Q4: 88,862 shares; 2025Q1: 86,058 shares; 2025Q2: 85,497 shares; 2025Q3: 84,231 shares; 2025Q4: 90,130 shares; 2026Q1: 110,331 shares; 2026Q2: 119,467 shares 119,467 $34.6M 1.24% +9,136 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36 shares; 2026Q2: 106,951 shares 106,951 $32.4M 1.16% +106,915 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: 7,767 shares; 2024Q4: 7,767 shares; 2025Q1: 7,767 shares; 2025Q2: 7,767 shares; 2025Q3: 7,767 shares; 2025Q4: 8,032 shares; 2026Q1: 8,201 shares; 2026Q2: 453,394 shares 453,394 $27.6M 0.98% +445,193 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 645,426 shares; 2026Q2: 636,720 shares 636,720 $25.6M 0.91% -8,706 Timeline CGCP 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: 1,142,834 shares; 2026Q2: 1,141,078 shares 1,141,078 $25.4M 0.91% -1,756 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 577,700 shares 577,700 $24.5M 0.87% new Timeline JSCP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509,014 shares; 2026Q2: 514,151 shares 514,151 $24.2M 0.87% +5,137 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: 57,079 shares; 2024Q4: 56,942 shares; 2025Q1: 54,569 shares; 2025Q2: 66,956 shares; 2025Q3: 67,910 shares; 2025Q4: 78,118 shares; 2026Q1: 103,410 shares; 2026Q2: 117,059 shares 117,059 $23.4M 0.84% +13,649 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: 211,388 shares; 2024Q4: 634,061 shares; 2025Q1: 616,631 shares; 2025Q2: 790,010 shares; 2025Q3: 781,849 shares; 2025Q4: 765,007 shares; 2026Q1: 737,216 shares; 2026Q2: 734,780 shares 734,780 $21.6M 0.77% -2,436 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 421,818 shares; 2026Q2: 423,617 shares 423,617 $21.1M 0.75% +1,799 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: 30,971 shares; 2024Q4: 31,407 shares; 2025Q1: 30,693 shares; 2025Q2: 31,246 shares; 2025Q3: 33,261 shares; 2025Q4: 37,016 shares; 2026Q1: 44,296 shares; 2026Q2: 50,790 shares 50,790 $18.9M 0.68% +6,494 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: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,420 shares; 2025Q4: 1,554 shares; 2026Q1: 37,671 shares; 2026Q2: 145,499 shares 145,499 $18.1M 0.65% +107,828 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 461 shares; 2026Q1: 1,821 shares; 2026Q2: 234,236 shares 234,236 $17.6M 0.63% +232,415 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,153 shares; 2026Q1: 135,465 shares; 2026Q2: 135,196 shares 135,196 $17.3M 0.62% -269 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,782 shares; 2024Q4: 175,129 shares; 2025Q1: 152,514 shares; 2025Q2: 151,470 shares; 2025Q3: 149,452 shares; 2025Q4: 140,982 shares; 2026Q1: 163,097 shares; 2026Q2: 164,941 shares 164,941 $17.1M 0.61% +1,844 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,054 shares; 2024Q4: 30,028 shares; 2025Q1: 29,987 shares; 2025Q2: 29,987 shares; 2025Q3: 29,987 shares; 2025Q4: 30,042 shares; 2026Q1: 30,422 shares; 2026Q2: 197,185 shares 197,185 $17M 0.61% +166,763 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,017 shares; 2024Q4: 22,941 shares; 2025Q1: 21,764 shares; 2025Q2: 21,391 shares; 2025Q3: 21,225 shares; 2025Q4: 21,143 shares; 2026Q1: 21,018 shares; 2026Q2: 20,669 shares 20,669 $14.6M 0.52% -349 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: 7,236 shares; 2024Q4: 7,234 shares; 2025Q1: 7,618 shares; 2025Q2: 7,671 shares; 2025Q3: 7,840 shares; 2025Q4: 8,018 shares; 2026Q1: 9,771 shares; 2026Q2: 18,979 shares 18,979 $14M 0.5% +9,208 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: 41,723 shares; 2024Q4: 41,423 shares; 2025Q1: 40,934 shares; 2025Q2: 40,022 shares; 2025Q3: 36,096 shares; 2025Q4: 40,207 shares; 2026Q1: 81,143 shares; 2026Q2: 89,770 shares 89,770 $13.2M 0.47% +8,627 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: 16,623 shares; 2024Q4: 17,150 shares; 2025Q1: 16,321 shares; 2025Q2: 16,968 shares; 2025Q3: 21,020 shares; 2025Q4: 29,247 shares; 2026Q1: 31,863 shares; 2026Q2: 33,128 shares 33,128 $11.8M 0.42% +1,265 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: 11,990 shares; 2024Q4: 11,878 shares; 2025Q1: 11,899 shares; 2025Q2: 11,919 shares; 2025Q3: 11,938 shares; 2025Q4: 12,725 shares; 2026Q1: 72,337 shares; 2026Q2: 72,061 shares 72,061 $11.4M 0.41% -276 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 121,689 shares; 2026Q1: 116,234 shares; 2026Q2: 116,456 shares 116,456 $11.1M 0.4% +222 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,249 shares; 2024Q4: 288,657 shares; 2025Q1: 288,466 shares; 2025Q2: 287,906 shares; 2025Q3: 306,199 shares; 2025Q4: 229,106 shares; 2026Q1: 230,542 shares; 2026Q2: 452,688 shares 452,688 $11M 0.39% +222,146 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,984 shares; 2024Q4: 49,802 shares; 2025Q1: 46,245 shares; 2025Q2: 50,067 shares; 2025Q3: 47,621 shares; 2025Q4: 46,059 shares; 2026Q1: 37,164 shares; 2026Q2: 36,410 shares 36,410 $10.9M 0.39% -754 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195,134 shares; 2026Q2: 188,450 shares 188,450 $10.6M 0.38% -6,684 Timeline SPIB 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: 304,298 shares; 2026Q2: 306,967 shares 306,967 $10.3M 0.37% +2,669 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: 21,547 shares; 2024Q4: 19,814 shares; 2025Q1: 19,130 shares; 2025Q2: 19,407 shares; 2025Q3: 24,756 shares; 2025Q4: 32,005 shares; 2026Q1: 38,529 shares; 2026Q2: 42,467 shares 42,467 $10.1M 0.36% +3,938 Timeline IBTJ 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: 1,311 shares; 2025Q4: 1,334 shares; 2026Q1: 1,334 shares; 2026Q2: 431,897 shares 431,897 $10M 0.36% +430,563 Timeline SDVY 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: 224,900 shares 224,900 $9.7M 0.35% new 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: 14,150 shares; 2024Q4: 14,039 shares; 2025Q1: 13,842 shares; 2025Q2: 15,532 shares; 2025Q3: 15,638 shares; 2025Q4: 16,262 shares; 2026Q1: 22,437 shares; 2026Q2: 24,335 shares 24,335 $9.19M 0.33% +1,898 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: 12,847 shares; 2024Q4: 13,289 shares; 2025Q1: 13,019 shares; 2025Q2: 13,026 shares; 2025Q3: 12,942 shares; 2025Q4: 21,559 shares; 2026Q1: 26,791 shares; 2026Q2: 28,017 shares 28,017 $9.17M 0.33% +1,226 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 97,028 shares 97,028 $9.03M 0.32% new Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 174,250 shares 174,250 $7.74M 0.28% new 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: 12,067 shares; 2024Q4: 11,569 shares; 2025Q1: 12,221 shares; 2025Q2: 11,572 shares; 2025Q3: 11,575 shares; 2025Q4: 17,310 shares; 2026Q1: 19,252 shares; 2026Q2: 19,732 shares 19,732 $7.3M 0.26% +480 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: 1,264 shares; 2024Q4: 1,270 shares; 2025Q1: 1,289 shares; 2025Q2: 1,287 shares; 2025Q3: 1,303 shares; 2025Q4: 3,738 shares; 2026Q1: 3,983 shares; 2026Q2: 6,733 shares 6,733 $7.17M 0.26% +2,750 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: 7,680 shares; 2024Q4: 7,173 shares; 2025Q1: 7,273 shares; 2025Q2: 7,383 shares; 2025Q3: 5,806 shares; 2025Q4: 10,561 shares; 2026Q1: 14,043 shares; 2026Q2: 13,887 shares 13,887 $6.95M 0.25% -156 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,297 shares; 2024Q4: 84,499 shares; 2025Q1: 84,346 shares; 2025Q2: 101,166 shares; 2025Q3: 99,729 shares; 2025Q4: 139,035 shares; 2026Q1: 116,260 shares; 2026Q2: 114,250 shares 114,250 $6.82M 0.24% -2,010 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,657 shares; 2024Q4: 6,676 shares; 2025Q1: 6,531 shares; 2025Q2: 5,019 shares; 2025Q3: 4,928 shares; 2025Q4: 4,752 shares; 2026Q1: 63,087 shares; 2026Q2: 68,847 shares 68,847 $6.81M 0.24% +5,760 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 143,907 shares; 2026Q1: 135,108 shares; 2026Q2: 142,980 shares 142,980 $6.53M 0.23% +7,872 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,562 shares; 2024Q4: 96,021 shares; 2025Q1: 100,772 shares; 2025Q2: 103,927 shares; 2025Q3: 105,044 shares; 2025Q4: 106,498 shares; 2026Q1: 254,984 shares; 2026Q2: 257,910 shares 257,910 $6.5M 0.23% +2,926 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: 14,148 shares; 2024Q4: 15,000 shares; 2025Q1: 14,371 shares; 2025Q2: 14,451 shares; 2025Q3: 15,660 shares; 2025Q4: 18,969 shares; 2026Q1: 24,429 shares; 2026Q2: 25,362 shares 25,362 $6.44M 0.23% +933 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: 10,212 shares; 2024Q4: 10,487 shares; 2025Q1: 10,071 shares; 2025Q2: 9,911 shares; 2025Q3: 13,509 shares; 2025Q4: 15,757 shares; 2026Q1: 17,680 shares; 2026Q2: 18,607 shares 18,607 $6.38M 0.23% +927 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,088 shares; 2024Q4: 16,179 shares; 2025Q1: 20,311 shares; 2025Q2: 76,872 shares; 2025Q3: 90,832 shares; 2025Q4: 107,958 shares; 2026Q1: 111,921 shares; 2026Q2: 126,882 shares 126,882 $6.35M 0.23% +14,961 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,182 shares; 2024Q4: 80,381 shares; 2025Q1: 113,066 shares; 2025Q2: 72,985 shares; 2025Q3: 77,773 shares; 2025Q4: 91,055 shares; 2026Q1: 74,392 shares; 2026Q2: 68,861 shares 68,861 $6.31M 0.23% -5,531 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: 286 shares; 2024Q4: 382 shares; 2025Q1: 401 shares; 2025Q2: 307 shares; 2025Q3: 305 shares; 2025Q4: 11,448 shares; 2026Q1: 11,478 shares; 2026Q2: 76,788 shares 76,788 $6.19M 0.22% +65,310 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,247 shares; 2024Q4: 230,021 shares; 2025Q1: 271,551 shares; 2025Q2: 270,269 shares; 2025Q3: 275,042 shares; 2025Q4: 241,513 shares; 2026Q1: 251,668 shares; 2026Q2: 254,899 shares 254,899 $6.17M 0.22% +3,231 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,170 shares; 2024Q4: 272,661 shares; 2025Q1: 278,277 shares; 2025Q2: 277,076 shares; 2025Q3: 278,932 shares; 2025Q4: 242,983 shares; 2026Q1: 251,652 shares; 2026Q2: 244,338 shares 244,338 $6.17M 0.22% -7,314 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 730 shares; 2024Q4: 658 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 654 shares; 2025Q4: 24,440 shares; 2026Q1: 24,143 shares; 2026Q2: 23,689 shares 23,689 $5.61M 0.2% -454 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: 28,938 shares; 2024Q4: 37,757 shares; 2025Q1: 37,380 shares; 2025Q2: 34,229 shares; 2025Q3: 38,567 shares; 2025Q4: 38,496 shares; 2026Q1: 40,080 shares; 2026Q2: 37,837 shares 37,837 $5.28M 0.19% -2,243 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 55,745 shares; 2026Q1: 55,679 shares; 2026Q2: 55,829 shares 55,829 $5.21M 0.19% +150 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: 1,981 shares; 2024Q4: 2,698 shares; 2025Q1: 2,613 shares; 2025Q2: 2,613 shares; 2025Q3: 2,921 shares; 2025Q4: 8,341 shares; 2026Q1: 13,082 shares; 2026Q2: 13,876 shares 13,876 $5.19M 0.19% +794 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 116,728 shares 116,728 $5.14M 0.18% +116,720 Timeline MOAT 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 85,275 shares; 2026Q1: 82,897 shares; 2026Q2: 49,362 shares 49,362 $5.13M 0.18% -33,535 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,907 shares; 2026Q2: 101,248 shares 101,248 $5.12M 0.18% +92,341 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: 6,572 shares; 2024Q4: 5,618 shares; 2025Q1: 5,365 shares; 2025Q2: 6,566 shares; 2025Q3: 6,690 shares; 2025Q4: 11,675 shares; 2026Q1: 13,775 shares; 2026Q2: 14,263 shares 14,263 $5.04M 0.18% +488 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: 731 shares; 2024Q4: 731 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 724 shares; 2025Q4: 4,855 shares; 2026Q1: 7,037 shares; 2026Q2: 7,037 shares 7,037 $5.02M 0.18% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955 shares; 2024Q4: 170,955 shares; 2025Q1: 170,955 shares; 2025Q2: 127,798 shares; 2025Q3: 126,548 shares; 2025Q4: 124,895 shares; 2026Q1: 124,647 shares; 2026Q2: 124,647 shares 124,647 $4.91M 0.18% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 15,822 shares; 2026Q2: 19,331 shares 19,331 $4.7M 0.17% +3,509 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,129 shares; 2026Q1: 77,137 shares; 2026Q2: 80,321 shares 80,321 $4.67M 0.17% +3,184 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,007 shares; 2024Q4: 42,801 shares; 2025Q1: 42,053 shares; 2025Q2: 64,571 shares; 2025Q3: 68,698 shares; 2025Q4: 67,765 shares; 2026Q1: 70,204 shares; 2026Q2: 80,860 shares 80,860 $4.58M 0.16% +10,656 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,621 shares; 2024Q4: 5,528 shares; 2025Q1: 4,996 shares; 2025Q2: 5,068 shares; 2025Q3: 7,677 shares; 2025Q4: 7,890 shares; 2026Q1: 8,641 shares; 2026Q2: 10,092 shares 10,092 $4.57M 0.16% +1,451 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: 20,940 shares; 2024Q4: 21,125 shares; 2025Q1: 21,213 shares; 2025Q2: 19,459 shares; 2025Q3: 20,473 shares; 2025Q4: 23,132 shares; 2026Q1: 27,937 shares; 2026Q2: 33,169 shares 33,169 $4.53M 0.16% +5,232 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: 4,473 shares; 2024Q4: 5,413 shares; 2025Q1: 5,351 shares; 2025Q2: 5,373 shares; 2025Q3: 7,044 shares; 2025Q4: 10,468 shares; 2026Q1: 11,665 shares; 2026Q2: 12,335 shares 12,335 $4.47M 0.16% +670 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 161 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 525 shares; 2026Q2: 36,634 shares 36,634 $4.36M 0.16% +36,109 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: 6,506 shares; 2024Q4: 7,364 shares; 2025Q1: 7,152 shares; 2025Q2: 7,264 shares; 2025Q3: 8,938 shares; 2025Q4: 8,872 shares; 2026Q1: 11,861 shares; 2026Q2: 12,270 shares 12,270 $4.33M 0.15% +409 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: 2,850 shares; 2024Q4: 2,541 shares; 2025Q1: 2,472 shares; 2025Q2: 2,891 shares; 2025Q3: 2,495 shares; 2025Q4: 2,765 shares; 2026Q1: 3,526 shares; 2026Q2: 3,535 shares 3,535 $4.24M 0.15% +9 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: 4,966 shares; 2024Q4: 4,719 shares; 2025Q1: 4,603 shares; 2025Q2: 4,925 shares; 2025Q3: 5,212 shares; 2025Q4: 6,642 shares; 2026Q1: 7,629 shares; 2026Q2: 7,484 shares 7,484 $4.22M 0.15% -145 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252 shares; 2026Q1: 253 shares; 2026Q2: 74,383 shares 74,383 $4.18M 0.15% +74,130 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,955 shares; 2024Q4: 3,515 shares; 2025Q1: 3,400 shares; 2025Q2: 1,287 shares; 2025Q3: 3,081 shares; 2025Q4: 5,204 shares; 2026Q1: 7,171 shares; 2026Q2: 7,978 shares 7,978 $4M 0.14% +807 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: 19,280 shares; 2024Q4: 19,960 shares; 2025Q1: 19,135 shares; 2025Q2: 18,911 shares; 2025Q3: 20,432 shares; 2025Q4: 24,556 shares; 2026Q1: 32,939 shares; 2026Q2: 34,606 shares 34,606 $3.92M 0.14% +1,667 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: 21,271 shares; 2024Q4: 25,542 shares; 2025Q1: 25,060 shares; 2025Q2: 24,328 shares; 2025Q3: 27,873 shares; 2025Q4: 29,406 shares; 2026Q1: 33,298 shares; 2026Q2: 33,031 shares 33,031 $3.88M 0.14% -267 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,596 shares; 2024Q4: 156,689 shares; 2025Q1: 162,334 shares; 2025Q2: 166,255 shares; 2025Q3: 167,855 shares; 2025Q4: 169,984 shares; 2026Q1: 171,040 shares; 2026Q2: 175,014 shares 175,014 $3.82M 0.14% +3,974 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: 15,951 shares; 2024Q4: 21,211 shares; 2025Q1: 19,697 shares; 2025Q2: 17,582 shares; 2025Q3: 26,001 shares; 2025Q4: 31,705 shares; 2026Q1: 37,225 shares; 2026Q2: 42,800 shares 42,800 $3.76M 0.13% +5,575 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: 48,554 shares; 2024Q4: 46,242 shares; 2025Q1: 24,759 shares; 2025Q2: 26,268 shares; 2025Q3: 30,463 shares; 2025Q4: 55,764 shares; 2026Q1: 61,944 shares; 2026Q2: 64,618 shares 64,618 $3.68M 0.13% +2,674 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,476 shares; 2024Q4: 25,096 shares; 2025Q1: 13,543 shares; 2025Q2: 23,701 shares; 2025Q3: 23,701 shares; 2025Q4: 24,241 shares; 2026Q1: 24,241 shares; 2026Q2: 33,569 shares 33,569 $3.61M 0.13% +9,328 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,908 shares; 2026Q1: 40,719 shares; 2026Q2: 40,433 shares 40,433 $3.61M 0.13% -286 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: 6,105 shares; 2024Q4: 5,924 shares; 2025Q1: 6,089 shares; 2025Q2: 6,089 shares; 2025Q3: 6,102 shares; 2025Q4: 14,503 shares; 2026Q1: 16,168 shares; 2026Q2: 16,202 shares 16,202 $3.51M 0.13% +34 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 907,873 shares; 2024Q4: 961,290 shares; 2025Q1: 925,881 shares; 2025Q2: 935,435 shares; 2025Q3: 992,837 shares; 2025Q4: 1,146,127 shares; 2026Q1: 1,139,105 shares; 2026Q2: 153,970 shares 153,970 $3.44M 0.12% -985,135 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: 187 shares; 2024Q4: 175 shares; 2025Q1: 130 shares; 2025Q2: 33 shares; 2025Q3: 66 shares; 2025Q4: 808 shares; 2026Q1: 1,557 shares; 2026Q2: 2,838 shares 2,838 $3.28M 0.12% +1,281 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,075 shares; 2026Q2: 4,075 shares 4,075 $3.24M 0.12% 0 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,647 shares; 2024Q4: 138,764 shares; 2025Q1: 144,657 shares; 2025Q2: 148,706 shares; 2025Q3: 150,295 shares; 2025Q4: 152,429 shares; 2026Q1: 153,478 shares; 2026Q2: 155,130 shares 155,130 $3.23M 0.12% +1,652 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: 10,508 shares; 2024Q4: 10,878 shares; 2025Q1: 10,796 shares; 2025Q2: 10,822 shares; 2025Q3: 10,823 shares; 2025Q4: 12,399 shares; 2026Q1: 13,037 shares; 2026Q2: 12,627 shares 12,627 $3.18M 0.11% -410 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 511 shares; 2025Q4: 503 shares; 2026Q1: 506 shares; 2026Q2: 6,455 shares 6,455 $3.17M 0.11% +5,949 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 105,026 shares; 2026Q1: 79,070 shares; 2026Q2: 75,995 shares 75,995 $3.17M 0.11% -3,075 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,829 shares; 2024Q4: 14,678 shares; 2025Q1: 14,678 shares; 2025Q2: 15,052 shares; 2025Q3: 16,554 shares; 2025Q4: 24,286 shares; 2026Q1: 24,086 shares; 2026Q2: 113,774 shares 113,774 $3.15M 0.11% +89,688 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: 8,084 shares; 2024Q4: 9,296 shares; 2025Q1: 9,106 shares; 2025Q2: 10,851 shares; 2025Q3: 11,379 shares; 2025Q4: 12,428 shares; 2026Q1: 18,661 shares; 2026Q2: 18,888 shares 18,888 $3.13M 0.11% +227 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,706 shares; 2024Q4: 2,727 shares; 2025Q1: 2,641 shares; 2025Q2: 2,648 shares; 2025Q3: 3,233 shares; 2025Q4: 6,358 shares; 2026Q1: 8,895 shares; 2026Q2: 9,249 shares 9,249 $3.13M 0.11% +354 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: 555 shares; 2024Q4: 550 shares; 2025Q1: 533 shares; 2025Q2: 513 shares; 2025Q3: 520 shares; 2025Q4: 1,131 shares; 2026Q1: 2,487 shares; 2026Q2: 2,649 shares 2,649 $3.11M 0.11% +162 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,492 shares; 2024Q4: 34,474 shares; 2025Q1: 31,857 shares; 2025Q2: 31,857 shares; 2025Q3: 30,250 shares; 2025Q4: 45,086 shares; 2026Q1: 127,149 shares; 2026Q2: 107,501 shares 107,501 $3.11M 0.11% -19,648 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: 17,180 shares; 2024Q4: 16,560 shares; 2025Q1: 15,313 shares; 2025Q2: 15,826 shares; 2025Q3: 15,801 shares; 2025Q4: 19,236 shares; 2026Q1: 24,309 shares; 2026Q2: 23,882 shares 23,882 $3.08M 0.11% -427 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: 1,759 shares; 2024Q4: 1,778 shares; 2025Q1: 2,476 shares; 2025Q2: 1,537 shares; 2025Q3: 1,653 shares; 2025Q4: 36,271 shares; 2026Q1: 38,161 shares; 2026Q2: 42,562 shares 42,562 $3.03M 0.11% +4,401 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: 6,165 shares; 2024Q4: 5,801 shares; 2025Q1: 5,629 shares; 2025Q2: 7,586 shares; 2025Q3: 8,082 shares; 2025Q4: 17,539 shares; 2026Q1: 19,734 shares; 2026Q2: 20,411 shares 20,411 $2.99M 0.11% +677 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,916 shares; 2024Q4: 3,150 shares; 2025Q1: 3,258 shares; 2025Q2: 3,296 shares; 2025Q3: 3,261 shares; 2025Q4: 3,295 shares; 2026Q1: 7,549 shares; 2026Q2: 7,511 shares 7,511 $2.99M 0.11% -38 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: 15,922 shares; 2024Q4: 16,184 shares; 2025Q1: 15,331 shares; 2025Q2: 15,170 shares; 2025Q3: 17,212 shares; 2025Q4: 31,279 shares; 2026Q1: 34,902 shares; 2026Q2: 36,196 shares 36,196 $2.96M 0.11% +1,294 Timeline JPIN 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,655 shares 40,655 $2.94M 0.11% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,850 shares; 2024Q4: 20,789 shares; 2025Q1: 19,697 shares; 2025Q2: 19,696 shares; 2025Q3: 19,654 shares; 2025Q4: 19,642 shares; 2026Q1: 19,992 shares; 2026Q2: 19,875 shares 19,875 $2.91M 0.1% -117 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: 9,966 shares; 2024Q4: 10,053 shares; 2025Q1: 9,863 shares; 2025Q2: 9,809 shares; 2025Q3: 10,565 shares; 2025Q4: 12,243 shares; 2026Q1: 14,527 shares; 2026Q2: 15,111 shares 15,111 $2.87M 0.1% +584 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: 61 shares; 2024Q4: 61 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 59 shares; 2025Q4: 87 shares; 2026Q1: 2,510 shares; 2026Q2: 2,509 shares 2,509 $2.84M 0.1% -1 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 145 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,072 shares; 2026Q1: 37,273 shares; 2026Q2: 36,379 shares 36,379 $2.83M 0.1% -894 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,668 shares; 2024Q4: 6,779 shares; 2025Q1: 6,291 shares; 2025Q2: 6,320 shares; 2025Q3: 8,968 shares; 2025Q4: 14,663 shares; 2026Q1: 19,974 shares; 2026Q2: 21,492 shares 21,492 $2.72M 0.1% +1,518 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,417 shares; 2024Q4: 13,202 shares; 2025Q1: 12,956 shares; 2025Q2: 12,948 shares; 2025Q3: 12,948 shares; 2025Q4: 12,951 shares; 2026Q1: 13,437 shares; 2026Q2: 13,919 shares 13,919 $2.59M 0.09% +482 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: 3,274 shares; 2024Q4: 3,474 shares; 2025Q1: 3,663 shares; 2025Q2: 4,632 shares; 2025Q3: 4,750 shares; 2025Q4: 5,963 shares; 2026Q1: 5,689 shares; 2026Q2: 6,114 shares 6,114 $2.57M 0.09% +425 Timeline SPHY 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: 117,558 shares; 2024Q4: 118,089 shares; 2025Q1: 119,359 shares; 2025Q2: 118,254 shares; 2025Q3: 118,639 shares; 2025Q4: 119,148 shares; 2026Q1: 108,055 shares; 2026Q2: 107,952 shares 107,952 $2.53M 0.09% -103 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: 4,290 shares; 2024Q4: 4,414 shares; 2025Q1: 4,101 shares; 2025Q2: 4,100 shares; 2025Q3: 5,046 shares; 2025Q4: 8,660 shares; 2026Q1: 8,882 shares; 2026Q2: 8,819 shares 8,819 $2.4M 0.09% -63 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,191 shares; 2024Q4: 2,332 shares; 2025Q1: 2,271 shares; 2025Q2: 1,176 shares; 2025Q3: 2,102 shares; 2025Q4: 3,241 shares; 2026Q1: 4,744 shares; 2026Q2: 4,784 shares 4,784 $2.37M 0.08% +40 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: 6,023 shares; 2024Q4: 4,948 shares; 2025Q1: 8,335 shares; 2025Q2: 28,615 shares; 2025Q3: 28,390 shares; 2025Q4: 30,068 shares; 2026Q1: 36,650 shares; 2026Q2: 38,771 shares 38,771 $2.36M 0.08% +2,121 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,212 shares; 2024Q4: 34,225 shares; 2025Q1: 26,587 shares; 2025Q2: 65,493 shares; 2025Q3: 64,656 shares; 2025Q4: 64,050 shares; 2026Q1: 64,034 shares; 2026Q2: 63,765 shares 63,765 $2.35M 0.08% -269 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,560 shares; 2026Q1: 27,039 shares; 2026Q2: 27,955 shares 27,955 $2.34M 0.08% +916 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,158 shares; 2024Q4: 4,519 shares; 2025Q1: 4,420 shares; 2025Q2: 4,628 shares; 2025Q3: 4,577 shares; 2025Q4: 5,186 shares; 2026Q1: 7,831 shares; 2026Q2: 7,831 shares 7,831 $2.33M 0.08% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,238 shares; 2024Q4: 6,338 shares; 2025Q1: 6,580 shares; 2025Q2: 13,114 shares; 2025Q3: 13,205 shares; 2025Q4: 13,533 shares; 2026Q1: 17,166 shares; 2026Q2: 82,131 shares 82,131 $2.25M 0.08% +64,965 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,730 shares; 2024Q4: 6,730 shares; 2025Q1: 6,713 shares; 2025Q2: 7,257 shares; 2025Q3: 7,192 shares; 2025Q4: 7,186 shares; 2026Q1: 8,809 shares; 2026Q2: 8,853 shares 8,853 $2.18M 0.08% +44 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 26,275 shares; 2026Q1: 27,533 shares; 2026Q2: 27,836 shares 27,836 $2.15M 0.08% +303 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: 40,582 shares; 2024Q4: 40,996 shares; 2025Q1: 40,996 shares; 2025Q2: 41,501 shares; 2025Q3: 41,501 shares; 2025Q4: 41,315 shares; 2026Q1: 41,315 shares; 2026Q2: 41,756 shares 41,756 $2.1M 0.08% +441 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: 30,713 shares; 2026Q1: 24,280 shares; 2026Q2: 22,800 shares 22,800 $2.1M 0.08% -1,480 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: 1,704 shares; 2024Q4: 1,856 shares; 2025Q1: 1,597 shares; 2025Q2: 1,580 shares; 2025Q3: 2,318 shares; 2025Q4: 2,214 shares; 2026Q1: 3,268 shares; 2026Q2: 3,523 shares 3,523 $2.05M 0.07% +255 Timeline CATH 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: 18,122 shares; 2024Q4: 17,395 shares; 2025Q1: 17,493 shares; 2025Q2: 17,620 shares; 2025Q3: 17,586 shares; 2025Q4: 18,727 shares; 2026Q1: 17,699 shares; 2026Q2: 22,998 shares 22,998 $2.04M 0.07% +5,299 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869 shares; 2024Q4: 881 shares; 2025Q1: 828 shares; 2025Q2: 12,240 shares; 2025Q3: 16,910 shares; 2025Q4: 17,278 shares; 2026Q1: 19,136 shares; 2026Q2: 21,879 shares 21,879 $2.01M 0.07% +2,743 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: 2,076 shares; 2024Q4: 2,077 shares; 2025Q1: 2,049 shares; 2025Q2: 2,049 shares; 2025Q3: 2,065 shares; 2025Q4: 2,435 shares; 2026Q1: 9,634 shares; 2026Q2: 9,213 shares 9,213 $2.01M 0.07% -421 Timeline IBTO 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: not reported; 2026Q2: 77,997 shares 77,997 $2.01M 0.07% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 617 shares; 2026Q2: 18,333 shares 18,333 $2M 0.07% +17,716 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 5,446 shares; 2026Q1: 5,877 shares; 2026Q2: 5,877 shares 5,877 $1.97M 0.07% 0 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: 4,618 shares; 2024Q4: 4,649 shares; 2025Q1: 4,518 shares; 2025Q2: 4,510 shares; 2025Q3: 5,373 shares; 2025Q4: 7,013 shares; 2026Q1: 7,025 shares; 2026Q2: 11,870 shares 11,870 $1.92M 0.07% +4,845 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: 1,308 shares; 2025Q1: 1,284 shares; 2025Q2: 4,215 shares; 2025Q3: 5,265 shares; 2025Q4: 4,743 shares; 2026Q1: 8,987 shares; 2026Q2: 9,488 shares 9,488 $1.9M 0.07% +501 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: 6,707 shares; 2024Q4: 6,681 shares; 2025Q1: 6,668 shares; 2025Q2: 6,806 shares; 2025Q3: 6,408 shares; 2025Q4: 6,507 shares; 2026Q1: 10,915 shares; 2026Q2: 10,840 shares 10,840 $1.83M 0.07% -75 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: 557 shares; 2024Q4: 553 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 566 shares; 2025Q4: 3,066 shares; 2026Q1: 8,063 shares; 2026Q2: 8,147 shares 8,147 $1.8M 0.06% +84 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,498 shares; 2024Q4: 230,338 shares; 2025Q1: 230,338 shares; 2025Q2: 230,338 shares; 2025Q3: 220,338 shares; 2025Q4: 212,838 shares; 2026Q1: 212,838 shares; 2026Q2: 212,838 shares 212,838 $1.8M 0.06% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,816 shares; 2024Q4: 27,500 shares; 2025Q1: 28,284 shares; 2025Q2: 27,272 shares; 2025Q3: 47,006 shares; 2025Q4: 50,158 shares; 2026Q1: 55,964 shares; 2026Q2: 69,212 shares 69,212 $1.72M 0.06% +13,248 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,978 shares; 2024Q4: 16,002 shares; 2025Q1: 16,032 shares; 2025Q2: 2,442 shares; 2025Q3: 2,434 shares; 2025Q4: 3,186 shares; 2026Q1: 3,176 shares; 2026Q2: 14,280 shares 14,280 $1.67M 0.06% +11,104 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: 634 shares; 2024Q4: 634 shares; 2025Q1: 654 shares; 2025Q2: 633 shares; 2025Q3: 655 shares; 2025Q4: 1,162 shares; 2026Q1: 1,721 shares; 2026Q2: 1,724 shares 1,724 $1.61M 0.06% +3 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 282 shares; 2025Q4: 462 shares; 2026Q1: 2,041 shares; 2026Q2: 3,319 shares 3,319 $1.59M 0.06% +1,278 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: 2,403 shares; 2024Q4: 2,522 shares; 2025Q1: 2,501 shares; 2025Q2: 2,670 shares; 2025Q3: 2,670 shares; 2025Q4: 5,675 shares; 2026Q1: 6,326 shares; 2026Q2: 7,010 shares 7,010 $1.58M 0.06% +684 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,232 shares; 2026Q1: 40,946 shares; 2026Q2: 18,549 shares 18,549 $1.53M 0.05% -22,397 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,932 shares; 2024Q4: 11,937 shares; 2025Q1: 11,941 shares; 2025Q2: 10,881 shares; 2025Q3: 10,884 shares; 2025Q4: 10,939 shares; 2026Q1: 10,940 shares; 2026Q2: 10,944 shares 10,944 $1.5M 0.05% +4 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: 14,120 shares; 2024Q4: 14,321 shares; 2025Q1: 13,871 shares; 2025Q2: 13,865 shares; 2025Q3: 16,370 shares; 2025Q4: 17,085 shares; 2026Q1: 17,728 shares; 2026Q2: 20,471 shares 20,471 $1.49M 0.05% +2,743 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: 1,066 shares; 2024Q4: 994 shares; 2025Q1: 954 shares; 2025Q2: 943 shares; 2025Q3: 1,163 shares; 2025Q4: 1,599 shares; 2026Q1: 2,493 shares; 2026Q2: 2,841 shares 2,841 $1.46M 0.05% +348 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,931 shares; 2025Q2: 1,907 shares; 2025Q3: 1,907 shares; 2025Q4: 4,694 shares; 2026Q1: 5,964 shares; 2026Q2: 5,914 shares 5,914 $1.46M 0.05% -50 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC 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: 1,235 shares; 2025Q4: 1,292 shares; 2026Q1: 6,839 shares; 2026Q2: 6,839 shares 6,839 $1.46M 0.05% 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: 9,415 shares; 2024Q4: 8,988 shares; 2025Q1: 8,196 shares; 2025Q2: 7,934 shares; 2025Q3: 7,535 shares; 2025Q4: 8,696 shares; 2026Q1: 10,375 shares; 2026Q2: 10,723 shares 10,723 $1.45M 0.05% +348 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,379 shares; 2024Q4: 29,451 shares; 2025Q1: 29,167 shares; 2025Q2: 28,991 shares; 2025Q3: 28,991 shares; 2025Q4: 28,991 shares; 2026Q1: 28,991 shares; 2026Q2: 28,991 shares 28,991 $1.44M 0.05% 0 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: 7,107 shares; 2024Q4: 6,608 shares; 2025Q1: 6,635 shares; 2025Q2: 6,724 shares; 2025Q3: 6,783 shares; 2025Q4: 12,320 shares; 2026Q1: 15,606 shares; 2026Q2: 15,450 shares 15,450 $1.43M 0.05% -156 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 20,609 shares; 2025Q4: 20,609 shares; 2026Q1: 20,677 shares; 2026Q2: 20,677 shares 20,677 $1.39M 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,251 shares; 2026Q1: 13,702 shares; 2026Q2: 13,722 shares 13,722 $1.38M 0.05% +20 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: 2,558 shares; 2024Q4: 2,578 shares; 2025Q1: 2,403 shares; 2025Q2: 2,312 shares; 2025Q3: 2,338 shares; 2025Q4: 3,187 shares; 2026Q1: 3,282 shares; 2026Q2: 3,328 shares 3,328 $1.38M 0.05% +46 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: 1,860 shares; 2024Q4: 1,855 shares; 2025Q1: 1,806 shares; 2025Q2: 1,797 shares; 2025Q3: 2,430 shares; 2025Q4: 3,204 shares; 2026Q1: 4,726 shares; 2026Q2: 4,879 shares 4,879 $1.37M 0.05% +153 Timeline ITA 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: 5,555 shares; 2026Q1: 5,555 shares; 2026Q2: 5,555 shares 5,555 $1.35M 0.05% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,346 shares; 2024Q4: 3,366 shares; 2025Q1: 3,033 shares; 2025Q2: 3,042 shares; 2025Q3: 3,681 shares; 2025Q4: 3,711 shares; 2026Q1: 3,808 shares; 2026Q2: 3,133 shares 3,133 $1.34M 0.05% -675 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: 4,810 shares; 2024Q4: 4,816 shares; 2025Q1: 4,748 shares; 2025Q2: 4,707 shares; 2025Q3: 4,748 shares; 2025Q4: 5,009 shares; 2026Q1: 5,971 shares; 2026Q2: 4,795 shares 4,795 $1.3M 0.05% -1,176 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: 8,835 shares; 2024Q4: 8,835 shares; 2025Q1: 2,638 shares; 2025Q2: 2,638 shares; 2025Q3: 2,638 shares; 2025Q4: 3,465 shares; 2026Q1: 8,968 shares; 2026Q2: 9,391 shares 9,391 $1.29M 0.05% +423 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: 786 shares; 2024Q4: 818 shares; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 826 shares; 2025Q4: 853 shares; 2026Q1: 1,982 shares; 2026Q2: 1,999 shares 1,999 $1.27M 0.05% +17 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,529 shares; 2024Q4: 27,375 shares; 2025Q1: 26,709 shares; 2025Q2: 26,733 shares; 2025Q3: 25,200 shares; 2025Q4: 29,582 shares; 2026Q1: 38,872 shares; 2026Q2: 51,183 shares 51,183 $1.26M 0.04% +12,311 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 2,782 shares; 2026Q2: 2,674 shares 2,674 $1.25M 0.04% -108 Timeline IBCA 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: 27,205 shares; 2025Q4: 47,419 shares; 2026Q1: 47,419 shares; 2026Q2: 47,419 shares 47,419 $1.21M 0.04% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871 shares; 2024Q4: 871 shares; 2025Q1: 871 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 20,045 shares; 2026Q1: 19,966 shares; 2026Q2: 16,029 shares 16,029 $1.21M 0.04% -3,937 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS 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: 5,787 shares; 2026Q2: 5,787 shares 5,787 $1.2M 0.04% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,972 shares; 2024Q4: 5,961 shares; 2025Q1: 5,962 shares; 2025Q2: 5,963 shares; 2025Q3: 5,965 shares; 2025Q4: 5,966 shares; 2026Q1: 6,633 shares; 2026Q2: 6,635 shares 6,635 $1.18M 0.04% +2 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,047 shares; 2024Q4: 6,154 shares; 2025Q1: 5,892 shares; 2025Q2: 5,877 shares; 2025Q3: 8,852 shares; 2025Q4: 9,790 shares; 2026Q1: 9,747 shares; 2026Q2: 10,889 shares 10,889 $1.17M 0.04% +1,142 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: 10,308 shares; 2024Q4: 10,308 shares; 2025Q1: 10,308 shares; 2025Q2: 10,969 shares; 2025Q3: 10,969 shares; 2025Q4: 9,669 shares; 2026Q1: 30,750 shares; 2026Q2: 31,648 shares 31,648 $1.16M 0.04% +898 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 2,158 shares; 2025Q1: 2,160 shares; 2025Q2: 2,158 shares; 2025Q3: 2,777 shares; 2025Q4: 2,733 shares; 2026Q1: 2,947 shares; 2026Q2: 3,265 shares 3,265 $1.16M 0.04% +318 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,594 shares; 2024Q4: 7,627 shares; 2025Q1: 7,220 shares; 2025Q2: 7,243 shares; 2025Q3: 7,324 shares; 2025Q4: 7,868 shares; 2026Q1: 8,201 shares; 2026Q2: 8,259 shares 8,259 $1.16M 0.04% +58 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 4,944 shares; 2026Q2: 4,944 shares 4,944 $1.15M 0.04% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 101 shares; 2026Q2: 3,150 shares 3,150 $1.15M 0.04% +3,049 Timeline AOM 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: not reported; 2026Q2: 23,081 shares 23,081 $1.15M 0.04% new 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: 180 shares; 2024Q4: 186 shares; 2025Q1: 180 shares; 2025Q2: 323 shares; 2025Q3: 210 shares; 2025Q4: 1,266 shares; 2026Q1: 1,261 shares; 2026Q2: 1,488 shares 1,488 $1.14M 0.04% +227 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,986 shares; 2024Q4: 4,273 shares; 2025Q1: 4,220 shares; 2025Q2: 4,325 shares; 2025Q3: 4,359 shares; 2025Q4: 4,940 shares; 2026Q1: 6,894 shares; 2026Q2: 5,376 shares 5,376 $1.12M 0.04% -1,518 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 5,453 shares; 2025Q3: 5,453 shares; 2025Q4: 5,453 shares; 2026Q1: 11,453 shares; 2026Q2: 11,453 shares 11,453 $1.1M 0.04% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 180 shares; 2026Q1: 4,532 shares; 2026Q2: 4,536 shares 4,536 $1.1M 0.04% +4 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: 13,154 shares; 2024Q4: 12,278 shares; 2025Q1: 11,147 shares; 2025Q2: 8,468 shares; 2025Q3: 8,582 shares; 2025Q4: 18,400 shares; 2026Q1: 24,743 shares; 2026Q2: 25,656 shares 25,656 $1.09M 0.04% +913 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,331 shares; 2024Q4: 22,075 shares; 2025Q1: 21,907 shares; 2025Q2: 12,601 shares; 2025Q3: 23,629 shares; 2025Q4: 18,397 shares; 2026Q1: 21,614 shares; 2026Q2: 22,624 shares 22,624 $1.08M 0.04% +1,010 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,513 shares; 2024Q4: 7,748 shares; 2025Q1: 7,411 shares; 2025Q2: 7,161 shares; 2025Q3: 8,780 shares; 2025Q4: 9,294 shares; 2026Q1: 12,298 shares; 2026Q2: 12,939 shares 12,939 $1.07M 0.04% +641 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,750 shares; 2024Q4: 10,384 shares; 2025Q1: 10,647 shares; 2025Q2: 6,470 shares; 2025Q3: 12,214 shares; 2025Q4: 10,006 shares; 2026Q1: 17,293 shares; 2026Q2: 25,663 shares 25,663 $1.06M 0.04% +8,370 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,503 shares; 2024Q4: 8,689 shares; 2025Q1: 6,445 shares; 2025Q2: 6,446 shares; 2025Q3: 6,415 shares; 2025Q4: 6,417 shares; 2026Q1: 6,418 shares; 2026Q2: 6,419 shares 6,419 $1.06M 0.04% +1 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: 3,360 shares; 2024Q4: 3,343 shares; 2025Q1: 3,270 shares; 2025Q2: 3,135 shares; 2025Q3: 3,895 shares; 2025Q4: 3,893 shares; 2026Q1: 5,253 shares; 2026Q2: 5,704 shares 5,704 $1.04M 0.04% +451 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635 shares; 2024Q4: 655 shares; 2025Q1: 629 shares; 2025Q2: 2,108 shares; 2025Q3: 2,108 shares; 2025Q4: 3,658 shares; 2026Q1: 21,555 shares; 2026Q2: 21,426 shares 21,426 $1.03M 0.04% -129 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290 shares; 2024Q4: 364 shares; 2025Q1: 469 shares; 2025Q2: 2,122 shares; 2025Q3: 2,017 shares; 2025Q4: 2,138 shares; 2026Q1: 2,277 shares; 2026Q2: 2,377 shares 2,377 $1.03M 0.04% +100 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 38 shares; 2026Q2: 451 shares 451 $1.03M 0.04% +413 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: 250 shares; 2025Q1: 200 shares; 2025Q2: 1,449 shares; 2025Q3: 1,486 shares; 2025Q4: 1,546 shares; 2026Q1: 1,962 shares; 2026Q2: 2,354 shares 2,354 $1.02M 0.04% +392 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,200 shares; 2024Q4: 6,193 shares; 2025Q1: 6,588 shares; 2025Q2: 6,588 shares; 2025Q3: 6,588 shares; 2025Q4: 7,195 shares; 2026Q1: 10,007 shares; 2026Q2: 13,454 shares 13,454 $1.02M 0.04% +3,447 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 251 shares; 2025Q2: 248 shares; 2025Q3: 197 shares; 2025Q4: 239 shares; 2026Q1: 335 shares; 2026Q2: 3,351 shares 3,351 $1.01M 0.04% +3,016 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,494 shares 4,494 $1.01M 0.04% new 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: 13,634 shares; 2024Q4: 13,634 shares; 2025Q1: 13,634 shares; 2025Q2: 13,634 shares; 2025Q3: 13,634 shares; 2025Q4: 13,734 shares; 2026Q1: 18,734 shares; 2026Q2: 18,734 shares 18,734 $1M 0.04% 0 Timeline IBDZ 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: 32,857 shares; 2025Q3: 32,857 shares; 2025Q4: 38,523 shares; 2026Q1: 38,523 shares; 2026Q2: 38,523 shares 38,523 $1M 0.04% 0 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER 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: 317 shares; 2026Q2: 17,905 shares 17,905 $1M 0.04% +17,588 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: 4,266 shares; 2024Q4: 4,266 shares; 2025Q1: 4,266 shares; 2025Q2: 4,266 shares; 2025Q3: 1,888 shares; 2025Q4: 1,513 shares; 2026Q1: 4,781 shares; 2026Q2: 5,229 shares 5,229 $996K 0.04% +448 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 510 shares 510 $996K 0.04% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,344 shares; 2024Q4: 4,847 shares; 2025Q1: 4,601 shares; 2025Q2: 4,253 shares; 2025Q3: 4,300 shares; 2025Q4: 5,066 shares; 2026Q1: 7,273 shares; 2026Q2: 7,339 shares 7,339 $994K 0.04% +66 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 2,028 shares 2,028 $981K 0.04% +2,018 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: 7,135 shares; 2024Q4: 7,135 shares; 2025Q1: 7,109 shares; 2025Q2: 7,583 shares; 2025Q3: 7,480 shares; 2025Q4: 15,886 shares; 2026Q1: 16,168 shares; 2026Q2: 17,023 shares 17,023 $981K 0.04% +855 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 858 shares; 2024Q4: 718 shares; 2025Q1: 688 shares; 2025Q2: 688 shares; 2025Q3: 386 shares; 2025Q4: 361 shares; 2026Q1: 933 shares; 2026Q2: 965 shares 965 $976K 0.03% +32 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,870 shares; 2024Q4: 2,900 shares; 2025Q1: 2,692 shares; 2025Q2: 2,580 shares; 2025Q3: 2,621 shares; 2025Q4: 3,125 shares; 2026Q1: 9,291 shares; 2026Q2: 9,207 shares 9,207 $957K 0.03% -84 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,156 shares; 2024Q4: 1,110 shares; 2025Q1: 1,084 shares; 2025Q2: 1,178 shares; 2025Q3: 1,169 shares; 2025Q4: 1,341 shares; 2026Q1: 1,869 shares; 2026Q2: 1,873 shares 1,873 $954K 0.03% +4 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 777 shares; 2024Q4: 801 shares; 2025Q1: 753 shares; 2025Q2: 731 shares; 2025Q3: 997 shares; 2025Q4: 1,032 shares; 2026Q1: 1,051 shares; 2026Q2: 1,258 shares 1,258 $951K 0.03% +207 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,223 shares 4,223 $934K 0.03% new Timeline FPXI 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: 11,030 shares 11,030 $924K 0.03% new 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: 499 shares; 2025Q1: 507 shares; 2025Q2: 567 shares; 2025Q3: 569 shares; 2025Q4: 662 shares; 2026Q1: 996 shares; 2026Q2: 959 shares 959 $923K 0.03% -37 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 149 shares; 2026Q1: 3,362 shares; 2026Q2: 3,505 shares 3,505 $895K 0.03% +143 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 5,252 shares; 2026Q2: 5,252 shares 5,252 $891K 0.03% 0 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: 6,482 shares; 2024Q4: 6,607 shares; 2025Q1: 6,253 shares; 2025Q2: 5,195 shares; 2025Q3: 6,194 shares; 2025Q4: 7,514 shares; 2026Q1: 5,286 shares; 2026Q2: 4,788 shares 4,788 $885K 0.03% -498 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,403 shares; 2024Q4: 4,089 shares; 2025Q1: 26,048 shares; 2025Q2: 3,678 shares; 2025Q3: 3,862 shares; 2025Q4: 13,590 shares; 2026Q1: 13,486 shares; 2026Q2: 17,423 shares 17,423 $881K 0.03% +3,937 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,471 shares; 2024Q4: 938 shares; 2025Q1: 491 shares; 2025Q2: 474 shares; 2025Q3: 1,482 shares; 2025Q4: 4,600 shares; 2026Q1: 7,955 shares; 2026Q2: 8,375 shares 8,375 $866K 0.03% +420 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: 3,263 shares; 2024Q4: 3,196 shares; 2025Q1: 3,082 shares; 2025Q2: 3,056 shares; 2025Q3: 3,096 shares; 2025Q4: 4,209 shares; 2026Q1: 6,306 shares; 2026Q2: 6,762 shares 6,762 $856K 0.03% +456 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,133 shares; 2024Q4: 6,226 shares; 2025Q1: 6,130 shares; 2025Q2: 1,716 shares; 2025Q3: 4,959 shares; 2025Q4: 5,370 shares; 2026Q1: 7,081 shares; 2026Q2: 7,497 shares 7,497 $852K 0.03% +416 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 17,168 shares; 2026Q1: 16,985 shares; 2026Q2: 16,985 shares 16,985 $839K 0.03% 0 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: 3,645 shares; 2024Q4: 3,645 shares; 2025Q1: 3,476 shares; 2025Q2: 3,476 shares; 2025Q3: 3,491 shares; 2025Q4: 3,526 shares; 2026Q1: 3,527 shares; 2026Q2: 3,677 shares 3,677 $819K 0.03% +150 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 6,497 shares; 2026Q1: 6,639 shares; 2026Q2: 9,985 shares 9,985 $819K 0.03% +3,346 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,119 shares 11,119 $814K 0.03% new Timeline GGG GRACO INC More: the full row for GRACO 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: 40 shares; 2026Q1: 10,673 shares; 2026Q2: 10,673 shares 10,673 $807K 0.03% 0 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: 720 shares; 2024Q4: 1,128 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 654 shares; 2025Q4: 670 shares; 2026Q1: 3,718 shares; 2026Q2: 4,743 shares 4,743 $807K 0.03% +1,025 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,905 shares; 2024Q4: 3,362 shares; 2025Q1: 3,230 shares; 2025Q2: 2,803 shares; 2025Q3: 3,987 shares; 2025Q4: 4,221 shares; 2026Q1: 5,438 shares; 2026Q2: 6,057 shares 6,057 $806K 0.03% +619 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 370 shares; 2026Q1: 3,201 shares; 2026Q2: 3,347 shares 3,347 $800K 0.03% +146 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 402 shares; 2025Q4: 702 shares; 2026Q1: 702 shares; 2026Q2: 14,697 shares 14,697 $794K 0.03% +13,995 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: 4,619 shares; 2024Q4: 4,718 shares; 2025Q1: 4,636 shares; 2025Q2: 5,216 shares; 2025Q3: 5,017 shares; 2025Q4: 5,170 shares; 2026Q1: 6,281 shares; 2026Q2: 7,093 shares 7,093 $786K 0.03% +812 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,617 shares; 2024Q4: 23,026 shares; 2025Q1: 23,026 shares; 2025Q2: 23,052 shares; 2025Q3: 22,247 shares; 2025Q4: 22,695 shares; 2026Q1: 22,695 shares; 2026Q2: 21,497 shares 21,497 $779K 0.03% -1,198 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 4,712 shares; 2026Q1: 4,712 shares; 2026Q2: 4,712 shares 4,712 $779K 0.03% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 415 shares; 2025Q3: 155 shares; 2025Q4: 18,560 shares; 2026Q1: 15,834 shares; 2026Q2: 14,529 shares 14,529 $777K 0.03% -1,305 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,567 shares; 2024Q4: 2,567 shares; 2025Q1: 2,567 shares; 2025Q2: 2,567 shares; 2025Q3: 2,567 shares; 2025Q4: 2,567 shares; 2026Q1: 2,567 shares; 2026Q2: 7,545 shares 7,545 $757K 0.03% +4,978 Timeline FTCS 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: 8,034 shares 8,034 $755K 0.03% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,114 shares; 2024Q4: 4,358 shares; 2025Q1: 4,418 shares; 2025Q2: 4,418 shares; 2025Q3: 4,418 shares; 2025Q4: 4,768 shares; 2026Q1: 4,868 shares; 2026Q2: 5,323 shares 5,323 $745K 0.03% +455 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,115 shares; 2026Q1: 16,115 shares; 2026Q2: 16,115 shares 16,115 $744K 0.03% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552 shares; 2024Q4: 1,719 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,042 shares; 2025Q4: 1,896 shares; 2026Q1: 12,934 shares; 2026Q2: 13,391 shares 13,391 $744K 0.03% +457 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: 41 shares; 2024Q4: 71 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 86 shares; 2025Q4: 324 shares; 2026Q1: 1,880 shares; 2026Q2: 2,148 shares 2,148 $733K 0.03% +268 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,226 shares; 2024Q4: 1,229 shares; 2025Q1: 1,147 shares; 2025Q2: 1,152 shares; 2025Q3: 1,704 shares; 2025Q4: 1,803 shares; 2026Q1: 1,853 shares; 2026Q2: 1,971 shares 1,971 $730K 0.03% +118 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,714 shares; 2024Q4: 1,627 shares; 2025Q1: 1,599 shares; 2025Q2: 1,600 shares; 2025Q3: 1,484 shares; 2025Q4: 4,049 shares; 2026Q1: 3,799 shares; 2026Q2: 4,583 shares 4,583 $727K 0.03% +784 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 7,282 shares; 2026Q2: 7,327 shares 7,327 $723K 0.03% +45 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: 927 shares; 2024Q4: 1,304 shares; 2025Q1: 1,271 shares; 2025Q2: 977 shares; 2025Q3: 1,574 shares; 2025Q4: 1,543 shares; 2026Q1: 1,583 shares; 2026Q2: 1,790 shares 1,790 $720K 0.03% +207 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 4,426 shares; 2026Q1: 4,329 shares; 2026Q2: 6,224 shares 6,224 $711K 0.03% +1,895 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS 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: 3,122 shares; 2026Q2: 3,122 shares 3,122 $708K 0.03% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,492 shares; 2024Q4: 4,493 shares; 2025Q1: 4,330 shares; 2025Q2: 4,337 shares; 2025Q3: 5,299 shares; 2025Q4: 5,259 shares; 2026Q1: 8,861 shares; 2026Q2: 9,460 shares 9,460 $703K 0.03% +599 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210 shares; 2024Q4: 60 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 46 shares; 2025Q4: 163 shares; 2026Q1: 2,225 shares; 2026Q2: 2,006 shares 2,006 $691K 0.02% -219 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,126 shares; 2024Q4: 6,126 shares; 2025Q1: 6,126 shares; 2025Q2: 6,126 shares; 2025Q3: 6,126 shares; 2025Q4: 6,126 shares; 2026Q1: 6,126 shares; 2026Q2: 8,795 shares 8,795 $684K 0.02% +2,669 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: 25,669 shares; 2026Q2: 25,671 shares 25,671 $677K 0.02% +2 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 979 shares; 2025Q2: 911 shares; 2025Q3: 965 shares; 2025Q4: 2,053 shares; 2026Q1: 6,056 shares; 2026Q2: 6,059 shares 6,059 $677K 0.02% +3 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: 18,408 shares; 2024Q4: 17,897 shares; 2025Q1: 20,479 shares; 2025Q2: 14,361 shares; 2025Q3: 14,580 shares; 2025Q4: 27,176 shares; 2026Q1: 32,618 shares; 2026Q2: 27,882 shares 27,882 $671K 0.02% -4,736 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: 4,084 shares; 2024Q4: 4,186 shares; 2025Q1: 4,099 shares; 2025Q2: 4,002 shares; 2025Q3: 4,055 shares; 2025Q4: 5,188 shares; 2026Q1: 8,318 shares; 2026Q2: 7,389 shares 7,389 $670K 0.02% -929 Timeline BILS 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: 16,030 shares; 2024Q4: 14,154 shares; 2025Q1: 14,810 shares; 2025Q2: 12,858 shares; 2025Q3: 11,440 shares; 2025Q4: 8,651 shares; 2026Q1: 7,859 shares; 2026Q2: 6,745 shares 6,745 $670K 0.02% -1,114 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 3,453 shares; 2026Q2: 3,475 shares 3,475 $666K 0.02% +22 Timeline EMLP 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: 17,179 shares; 2024Q4: 17,229 shares; 2025Q1: 17,283 shares; 2025Q2: 17,338 shares; 2025Q3: 17,394 shares; 2025Q4: 17,395 shares; 2026Q1: 17,303 shares; 2026Q2: 15,244 shares 15,244 $663K 0.02% -2,059 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: 2,631 shares; 2024Q4: 2,561 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,049 shares; 2025Q4: 2,722 shares; 2026Q1: 4,319 shares; 2026Q2: 4,329 shares 4,329 $656K 0.02% +10 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,211 shares; 2024Q4: 8,374 shares; 2025Q1: 5,728 shares; 2025Q2: 5,355 shares; 2025Q3: 6,146 shares; 2025Q4: 6,385 shares; 2026Q1: 7,153 shares; 2026Q2: 6,711 shares 6,711 $650K 0.02% -442 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,781 shares; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 1,781 shares; 2025Q3: 1,781 shares; 2025Q4: 1,899 shares; 2026Q1: 1,899 shares; 2026Q2: 2,109 shares 2,109 $646K 0.02% +210 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,532 shares; 2024Q4: 1,839 shares; 2025Q1: 1,803 shares; 2025Q2: 1,793 shares; 2025Q3: 1,831 shares; 2025Q4: 2,738 shares; 2026Q1: 6,172 shares; 2026Q2: 6,302 shares 6,302 $644K 0.02% +130 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: 4,158 shares; 2024Q4: 4,158 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares; 2026Q1: 2,615 shares; 2026Q2: 2,836 shares 2,836 $644K 0.02% +221 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: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,023 shares; 2025Q4: 1,100 shares; 2026Q1: 1,854 shares; 2026Q2: 1,854 shares 1,854 $634K 0.02% 0 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: 1,036 shares; 2024Q4: 954 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 849 shares; 2025Q4: 1,007 shares; 2026Q1: 2,432 shares; 2026Q2: 2,432 shares 2,432 $633K 0.02% 0 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: 1,114 shares; 2024Q4: 1,006 shares; 2025Q1: 727 shares; 2025Q2: 1,042 shares; 2025Q3: 688 shares; 2025Q4: 5,874 shares; 2026Q1: 5,563 shares; 2026Q2: 5,769 shares 5,769 $620K 0.02% +206 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: 1,672 shares; 2024Q4: 1,583 shares; 2025Q1: 1,490 shares; 2025Q2: 1,372 shares; 2025Q3: 1,393 shares; 2025Q4: 1,426 shares; 2026Q1: 2,233 shares; 2026Q2: 2,281 shares 2,281 $620K 0.02% +48 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,676 shares; 2024Q4: 5,676 shares; 2025Q1: 5,676 shares; 2025Q2: 5,676 shares; 2025Q3: 7,340 shares; 2025Q4: 8,392 shares; 2026Q1: 8,515 shares; 2026Q2: 10,854 shares 10,854 $613K 0.02% +2,339 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,921 shares; 2026Q1: 7,007 shares; 2026Q2: 7,007 shares 7,007 $608K 0.02% 0 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 25,720 shares; 2026Q1: 28,424 shares; 2026Q2: 24,788 shares 24,788 $607K 0.02% -3,636 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: 654 shares; 2026Q2: 5,034 shares 5,034 $602K 0.02% +4,380 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: 816 shares; 2024Q4: 930 shares; 2025Q1: 928 shares; 2025Q2: 842 shares; 2025Q3: 888 shares; 2025Q4: 968 shares; 2026Q1: 1,992 shares; 2026Q2: 1,974 shares 1,974 $598K 0.02% -18 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 84 shares; 2025Q3: 109 shares; 2025Q4: 1,806 shares; 2026Q1: 4,247 shares; 2026Q2: 4,130 shares 4,130 $591K 0.02% -117 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,816 shares; 2024Q4: 3,765 shares; 2025Q1: 3,765 shares; 2025Q2: 3,765 shares; 2025Q3: 3,765 shares; 2025Q4: 3,765 shares; 2026Q1: 3,880 shares; 2026Q2: 3,880 shares 3,880 $591K 0.02% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,403 shares; 2026Q1: 5,703 shares; 2026Q2: 5,672 shares 5,672 $585K 0.02% -31 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 121 shares; 2026Q1: 7,139 shares; 2026Q2: 7,213 shares 7,213 $583K 0.02% +74 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,604 shares 8,604 $582K 0.02% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: not reported; 2026Q1: 2,059 shares; 2026Q2: 2,059 shares 2,059 $577K 0.02% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 42 shares; 2025Q2: 58 shares; 2025Q3: 53 shares; 2025Q4: 266 shares; 2026Q1: 788 shares; 2026Q2: 788 shares 788 $570K 0.02% 0 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: 198 shares; 2024Q4: 2,563 shares; 2025Q1: 2,563 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 7,494 shares; 2026Q1: 5,743 shares; 2026Q2: 5,756 shares 5,756 $565K 0.02% +13 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: 1,135 shares; 2024Q4: 141 shares; 2025Q1: 118 shares; 2025Q2: 111 shares; 2025Q3: 112 shares; 2025Q4: 163 shares; 2026Q1: 567 shares; 2026Q2: 567 shares 567 $554K 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: 231 shares; 2025Q1: 94 shares; 2025Q2: 138 shares; 2025Q3: 145 shares; 2025Q4: 971 shares; 2026Q1: 2,574 shares; 2026Q2: 3,486 shares 3,486 $547K 0.02% +912 Timeline IBHL 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: 20,934 shares; 2026Q2: 20,934 shares 20,934 $532K 0.02% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,139 shares; 2024Q4: 5,240 shares; 2025Q1: 5,108 shares; 2025Q2: 5,078 shares; 2025Q3: 6,319 shares; 2025Q4: 6,237 shares; 2026Q1: 6,272 shares; 2026Q2: 6,919 shares 6,919 $516K 0.02% +647 Timeline DEMZ ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,112 shares; 2025Q1: 11,127 shares; 2025Q2: 11,209 shares; 2025Q3: 11,209 shares; 2025Q4: 10,663 shares; 2026Q1: 10,765 shares; 2026Q2: 10,768 shares 10,768 $514K 0.02% +3 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: 3,341 shares; 2024Q4: 4,077 shares; 2025Q1: 3,779 shares; 2025Q2: 3,796 shares; 2025Q3: 6,728 shares; 2025Q4: 6,334 shares; 2026Q1: 7,047 shares; 2026Q2: 8,162 shares 8,162 $513K 0.02% +1,115 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: 1,405 shares; 2024Q4: 1,405 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,033 shares; 2025Q4: 1,126 shares; 2026Q1: 1,718 shares; 2026Q2: 1,718 shares 1,718 $504K 0.02% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 1,967 shares; 2025Q2: 1,967 shares; 2025Q3: 1,967 shares; 2025Q4: 2,146 shares; 2026Q1: 2,146 shares; 2026Q2: 2,549 shares 2,549 $504K 0.02% +403 Timeline XLU 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: 2,040 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 4,080 shares; 2026Q1: 10,968 shares; 2026Q2: 11,022 shares 11,022 $500K 0.02% +54 Timeline URA 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: 11,388 shares; 2026Q1: 11,388 shares; 2026Q2: 11,388 shares 11,388 $498K 0.02% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,059 shares; 2026Q1: 2,251 shares; 2026Q2: 5,168 shares 5,168 $495K 0.02% +2,917 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $493K 0.02% 0 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS 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: 50 shares; 2026Q2: 6,136 shares 6,136 $487K 0.02% +6,086 Timeline IBHF 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: 21,000 shares; 2025Q1: 21,052 shares; 2025Q2: 29,845 shares; 2025Q3: 34,248 shares; 2025Q4: 21,335 shares; 2026Q1: 21,387 shares; 2026Q2: 21,464 shares 21,464 $486K 0.02% +77 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: 384 shares; 2024Q4: 474 shares; 2025Q1: 464 shares; 2025Q2: 545 shares; 2025Q3: 540 shares; 2025Q4: 965 shares; 2026Q1: 1,209 shares; 2026Q2: 1,219 shares 1,219 $484K 0.02% +10 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 957 shares; 2024Q4: 955 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 949 shares; 2026Q1: 1,429 shares; 2026Q2: 1,539 shares 1,539 $484K 0.02% +110 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,411 shares; 2026Q2: 4,280 shares 4,280 $483K 0.02% -131 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 453 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 2,139 shares; 2025Q3: 2,242 shares; 2025Q4: 8,582 shares; 2026Q1: 8,382 shares; 2026Q2: 14,110 shares 14,110 $477K 0.02% +5,728 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,842 shares; 2024Q4: 28,842 shares; 2025Q1: 28,842 shares; 2025Q2: 28,842 shares; 2025Q3: 28,842 shares; 2025Q4: 28,842 shares; 2026Q1: 28,842 shares; 2026Q2: 28,842 shares 28,842 $472K 0.02% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,336 shares; 2024Q4: 8,336 shares; 2025Q1: 8,336 shares; 2025Q2: 8,336 shares; 2025Q3: 8,336 shares; 2025Q4: 8,336 shares; 2026Q1: 8,336 shares; 2026Q2: 8,336 shares 8,336 $472K 0.02% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,915 shares; 2024Q4: 6,274 shares; 2025Q1: 5,987 shares; 2025Q2: 4,630 shares; 2025Q3: 4,829 shares; 2025Q4: 5,438 shares; 2026Q1: 25,872 shares; 2026Q2: 26,161 shares 26,161 $468K 0.02% +289 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 512 shares; 2026Q2: 366 shares 366 $468K 0.02% -146 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 1,926 shares; 2026Q1: 3,467 shares; 2026Q2: 1,924 shares 1,924 $466K 0.02% -1,543 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: 204 shares; 2024Q4: 205 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 207 shares; 2025Q4: 237 shares; 2026Q1: 1,405 shares; 2026Q2: 1,405 shares 1,405 $464K 0.02% 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: 1,745 shares; 2024Q4: 1,745 shares; 2025Q1: 1,706 shares; 2025Q2: 1,706 shares; 2025Q3: 1,718 shares; 2025Q4: 1,605 shares; 2026Q1: 3,001 shares; 2026Q2: 2,771 shares 2,771 $462K 0.02% -230 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,723 shares; 2024Q4: 4,498 shares; 2025Q1: 4,457 shares; 2025Q2: 16,093 shares; 2025Q3: 17,106 shares; 2025Q4: 16,766 shares; 2026Q1: 16,453 shares; 2026Q2: 5,893 shares 5,893 $450K 0.02% -10,560 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 8,408 shares; 2026Q1: 8,408 shares; 2026Q2: 8,924 shares 8,924 $448K 0.02% +516 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: 29,086 shares; 2024Q4: 29,086 shares; 2025Q1: 29,086 shares; 2025Q2: 29,086 shares; 2025Q3: 29,086 shares; 2025Q4: 29,086 shares; 2026Q1: 26,416 shares; 2026Q2: 26,416 shares 26,416 $448K 0.02% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,008 shares; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,008 shares; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares; 2026Q1: 2,008 shares; 2026Q2: 4,041 shares 4,041 $445K 0.02% +2,033 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: 260 shares; 2024Q4: 259 shares; 2025Q1: 266 shares; 2025Q2: 259 shares; 2025Q3: 267 shares; 2025Q4: 1,044 shares; 2026Q1: 1,079 shares; 2026Q2: 1,139 shares 1,139 $440K 0.02% +60 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: 15,375 shares; 2024Q4: 15,343 shares; 2025Q1: 15,093 shares; 2025Q2: 12,074 shares; 2025Q3: 11,236 shares; 2025Q4: 15,027 shares; 2026Q1: 17,287 shares; 2026Q2: 21,265 shares 21,265 $440K 0.02% +3,978 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,885 shares; 2024Q4: 5,885 shares; 2025Q1: 5,885 shares; 2025Q2: 5,885 shares; 2025Q3: 5,885 shares; 2025Q4: 5,885 shares; 2026Q1: 5,885 shares; 2026Q2: 5,885 shares 5,885 $438K 0.02% 0 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA 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: 10,439 shares; 2026Q2: 10,439 shares 10,439 $437K 0.02% 0 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: 1,129 shares; 2024Q4: 1,128 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,131 shares; 2025Q4: 1,174 shares; 2026Q1: 1,432 shares; 2026Q2: 1,373 shares 1,373 $433K 0.02% -59 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 1,308 shares; 2025Q1: 1,309 shares; 2025Q2: 1,311 shares; 2025Q3: 1,312 shares; 2025Q4: 1,354 shares; 2026Q1: 1,508 shares; 2026Q2: 1,509 shares 1,509 $431K 0.02% +1 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,428 shares; 2026Q1: 33,048 shares; 2026Q2: 12,957 shares 12,957 $431K 0.02% -20,091 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,171 shares; 2026Q2: 7,171 shares 7,171 $430K 0.02% 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: 2,506 shares 2,506 $428K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares; 2026Q1: 2,167 shares; 2026Q2: 3,997 shares 3,997 $426K 0.02% +1,830 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 2,155 shares; 2026Q2: 1,968 shares 1,968 $419K 0.01% -187 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 243 shares; 2026Q1: 301 shares; 2026Q2: 302 shares 302 $418K 0.01% +1 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,405 shares; 2026Q1: 2,545 shares; 2026Q2: 2,545 shares 2,545 $416K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,431 shares; 2024Q4: 2,425 shares; 2025Q1: 2,411 shares; 2025Q2: 2,411 shares; 2025Q3: 2,435 shares; 2025Q4: 2,504 shares; 2026Q1: 2,778 shares; 2026Q2: 2,778 shares 2,778 $407K 0.01% 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: 3,726 shares; 2024Q4: 11,178 shares; 2025Q1: 11,178 shares; 2025Q2: 11,178 shares; 2025Q3: 12,755 shares; 2025Q4: 12,788 shares; 2026Q1: 12,788 shares; 2026Q2: 13,083 shares 13,083 $407K 0.01% +295 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 5,370 shares; 2025Q3: 5,370 shares; 2025Q4: 5,875 shares; 2026Q1: 5,875 shares; 2026Q2: 5,883 shares 5,883 $402K 0.01% +8 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,981 shares; 2024Q4: 9,934 shares; 2025Q1: 9,941 shares; 2025Q2: 9,934 shares; 2025Q3: 10,162 shares; 2025Q4: 10,845 shares; 2026Q1: 10,849 shares; 2026Q2: 10,983 shares 10,983 $397K 0.01% +134 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,613 shares; 2025Q2: 1,561 shares; 2025Q3: 1,522 shares; 2025Q4: 2,837 shares; 2026Q1: 4,652 shares; 2026Q2: 4,655 shares 4,655 $394K 0.01% +3 Timeline IDV 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: 5,969 shares; 2025Q4: 6,034 shares; 2026Q1: 7,538 shares; 2026Q2: 9,373 shares 9,373 $388K 0.01% +1,835 Timeline LDUR 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: 6,427 shares; 2026Q1: 4,383 shares; 2026Q2: 4,009 shares 4,009 $383K 0.01% -374 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,248 shares; 2024Q4: 2,248 shares; 2025Q1: 2,284 shares; 2025Q2: 2,284 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,569 shares; 2026Q2: 2,765 shares 2,765 $378K 0.01% +196 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,267 shares; 2024Q4: 1,252 shares; 2025Q1: 1,201 shares; 2025Q2: 1,202 shares; 2025Q3: 1,241 shares; 2025Q4: 1,737 shares; 2026Q1: 2,078 shares; 2026Q2: 2,115 shares 2,115 $373K 0.01% +37 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 819 shares; 2024Q4: 905 shares; 2025Q1: 873 shares; 2025Q2: 867 shares; 2025Q3: 665 shares; 2025Q4: 830 shares; 2026Q1: 3,358 shares; 2026Q2: 2,988 shares 2,988 $372K 0.01% -370 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 883 shares; 2026Q1: 1,377 shares; 2026Q2: 1,377 shares 1,377 $369K 0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares; 2026Q1: 7,682 shares; 2026Q2: 7,682 shares 7,682 $366K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,521 shares; 2024Q4: 3,522 shares; 2025Q1: 3,514 shares; 2025Q2: 3,515 shares; 2025Q3: 3,529 shares; 2025Q4: 3,674 shares; 2026Q1: 4,237 shares; 2026Q2: 4,318 shares 4,318 $365K 0.01% +81 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: 701 shares; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 2,336 shares; 2026Q2: 2,336 shares 2,336 $365K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,019 shares; 2024Q4: 3,019 shares; 2025Q1: 3,077 shares; 2025Q2: 3,077 shares; 2025Q3: 3,077 shares; 2025Q4: 5,549 shares; 2026Q1: 8,940 shares; 2026Q2: 7,813 shares 7,813 $364K 0.01% -1,127 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,505 shares; 2024Q4: 5,505 shares; 2025Q1: 5,505 shares; 2025Q2: 5,505 shares; 2025Q3: 6,300 shares; 2025Q4: 6,485 shares; 2026Q1: 6,485 shares; 2026Q2: 6,893 shares 6,893 $364K 0.01% +408 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: not reported; 2026Q1: 3,103 shares; 2026Q2: 1,866 shares 1,866 $364K 0.01% -1,237 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: 1,891 shares; 2024Q4: 1,891 shares; 2025Q1: 1,854 shares; 2025Q2: 2,414 shares; 2025Q3: 2,456 shares; 2025Q4: 3,112 shares; 2026Q1: 3,706 shares; 2026Q2: 3,752 shares 3,752 $359K 0.01% +46 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares; 2026Q1: 1,392 shares; 2026Q2: 3,370 shares 3,370 $358K 0.01% +1,978 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319 shares; 2024Q4: 298 shares; 2025Q1: 306 shares; 2025Q2: 132 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 887 shares; 2026Q2: 971 shares 971 $358K 0.01% +84 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,152 shares; 2024Q4: 1,220 shares; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 754 shares; 2026Q1: 3,275 shares; 2026Q2: 2,579 shares 2,579 $355K 0.01% -696 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,770 shares; 2026Q2: 6,890 shares 6,890 $351K 0.01% +3,120 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,124 shares; 2025Q2: 1,124 shares; 2025Q3: 1,131 shares; 2025Q4: 1,149 shares; 2026Q1: 1,259 shares; 2026Q2: 1,409 shares 1,409 $350K 0.01% +150 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,226 shares; 2024Q4: 1,523 shares; 2025Q1: 1,502 shares; 2025Q2: 1,234 shares; 2025Q3: 1,801 shares; 2025Q4: 1,811 shares; 2026Q1: 1,780 shares; 2026Q2: 1,987 shares 1,987 $349K 0.01% +207 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: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 163 shares; 2026Q1: 159 shares; 2026Q2: 175 shares 175 $348K 0.01% +16 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: 8,645 shares; 2024Q4: 8,645 shares; 2025Q1: 13,158 shares; 2025Q2: 8,934 shares; 2025Q3: 8,934 shares; 2025Q4: 8,934 shares; 2026Q1: 3,994 shares; 2026Q2: 3,994 shares 3,994 $341K 0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221 shares; 2025Q4: 230 shares; 2026Q1: 3,625 shares; 2026Q2: 3,318 shares 3,318 $339K 0.01% -307 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559 shares; 2024Q4: 562 shares; 2025Q1: 565 shares; 2025Q2: 569 shares; 2025Q3: 572 shares; 2025Q4: 5,161 shares; 2026Q1: 6,621 shares; 2026Q2: 6,347 shares 6,347 $337K 0.01% -274 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: 1,061 shares; 2024Q4: 1,114 shares; 2025Q1: 1,074 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,395 shares; 2026Q1: 3,423 shares; 2026Q2: 3,423 shares 3,423 $337K 0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271 shares; 2024Q4: 269 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 327 shares; 2026Q1: 1,569 shares; 2026Q2: 1,638 shares 1,638 $336K 0.01% +69 Timeline ALMU AELUMA INC More: the full row for AELUMA 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: 16,600 shares; 2025Q4: 18,600 shares; 2026Q1: 18,600 shares; 2026Q2: 15,077 shares 15,077 $333K 0.01% -3,523 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,331 shares; 2024Q4: 8,435 shares; 2025Q1: 8,211 shares; 2025Q2: 4,165 shares; 2025Q3: 8,985 shares; 2025Q4: 6,583 shares; 2026Q1: 8,638 shares; 2026Q2: 9,732 shares 9,732 $330K 0.01% +1,094 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,850 shares; 2026Q2: 7,850 shares 7,850 $328K 0.01% 0 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: 6,292 shares; 2024Q4: 6,829 shares; 2025Q1: 6,181 shares; 2025Q2: 6,044 shares; 2025Q3: 6,141 shares; 2025Q4: 6,328 shares; 2026Q1: 10,248 shares; 2026Q2: 10,248 shares 10,248 $328K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,588 shares; 2024Q4: 1,588 shares; 2025Q1: 1,588 shares; 2025Q2: 1,588 shares; 2025Q3: 1,588 shares; 2025Q4: 3,138 shares; 2026Q1: 3,138 shares; 2026Q2: 3,359 shares 3,359 $324K 0.01% +221 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: 7,095 shares; 2024Q4: 6,965 shares; 2025Q1: 6,707 shares; 2025Q2: 18,606 shares; 2025Q3: 24,567 shares; 2025Q4: 24,609 shares; 2026Q1: 6,494 shares; 2026Q2: 6,533 shares 6,533 $324K 0.01% +39 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 8,613 shares; 2026Q2: 8,613 shares 8,613 $323K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,658 shares; 2024Q4: 38,602 shares; 2025Q1: 13,425 shares; 2025Q2: 11,067 shares; 2025Q3: 7,776 shares; 2025Q4: 7,814 shares; 2026Q1: 22,323 shares; 2026Q2: 23,168 shares 23,168 $322K 0.01% +845 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,795 shares; 2026Q2: 16,795 shares 16,795 $320K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,351 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,656 shares; 2026Q1: 2,702 shares; 2026Q2: 4,351 shares 4,351 $319K 0.01% +1,649 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: 3,803 shares; 2024Q4: 6,109 shares; 2025Q1: 6,291 shares; 2025Q2: 2,293 shares; 2025Q3: 5,513 shares; 2025Q4: 5,734 shares; 2026Q1: 5,759 shares; 2026Q2: 7,720 shares 7,720 $319K 0.01% +1,961 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 643 shares; 2026Q1: 945 shares; 2026Q2: 864 shares 864 $316K 0.01% -81 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,839 shares; 2026Q2: 2,467 shares 2,467 $315K 0.01% +628 Timeline CEFA 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: 2,300 shares; 2026Q1: 1,072 shares; 2026Q2: 7,860 shares 7,860 $314K 0.01% +6,788 Timeline IUSG 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: not reported; 2026Q2: 1,659 shares 1,659 $312K 0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 464 shares; 2026Q1: 2,309 shares; 2026Q2: 2,309 shares 2,309 $311K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 299 shares; 2025Q1: 274 shares; 2025Q2: 275 shares; 2025Q3: 625 shares; 2025Q4: 743 shares; 2026Q1: 878 shares; 2026Q2: 1,044 shares 1,044 $308K 0.01% +166 Timeline UDIV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,091 shares 5,091 $307K 0.01% new Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,003,648 shares; 2024Q4: 983,660 shares; 2025Q1: 1,851,660 shares; 2025Q2: 1,866,419 shares; 2025Q3: 1,907,907 shares; 2025Q4: 2,090,419 shares; 2026Q1: 2,330,660 shares; 2026Q2: 918,660 shares 918,660 $300K 0.01% -1,412,000 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,621 shares; 2024Q4: 1,621 shares; 2025Q1: 1,621 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,471 shares; 2026Q1: 1,221 shares; 2026Q2: 1,221 shares 1,221 $299K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 122 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 434 shares; 2026Q1: 358 shares; 2026Q2: 729 shares 729 $297K 0.01% +371 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $296K 0.01% 0 Timeline FLRN 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: 11,086 shares; 2024Q4: 11,190 shares; 2025Q1: 11,243 shares; 2025Q2: 11,318 shares; 2025Q3: 11,394 shares; 2025Q4: 10,967 shares; 2026Q1: 9,491 shares; 2026Q2: 9,558 shares 9,558 $295K 0.01% +67 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: 9,113 shares; 2024Q4: 9,101 shares; 2025Q1: 9,005 shares; 2025Q2: 9,005 shares; 2025Q3: 9,123 shares; 2025Q4: 10,142 shares; 2026Q1: 6,026 shares; 2026Q2: 6,141 shares 6,141 $292K 0.01% +115 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 208 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 5,195 shares 5,195 $291K 0.01% +5,060 Timeline SCHK 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: 4,000 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 $288K 0.01% 0 Timeline FJET STARFIGHTERS SPACE INC More: the full row for STARFIGHTERS SPACE 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: 54,096 shares 54,096 $288K 0.01% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,426 shares; 2024Q4: 3,278 shares; 2025Q1: 3,182 shares; 2025Q2: 2,771 shares; 2025Q3: 2,591 shares; 2025Q4: 2,034 shares; 2026Q1: 1,472 shares; 2026Q2: 975 shares 975 $285K 0.01% -497 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 1,689 shares; 2026Q2: 1,231 shares 1,231 $283K 0.01% -458 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239 shares; 2024Q4: 236 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 272 shares; 2025Q4: 279 shares; 2026Q1: 2,894 shares; 2026Q2: 2,894 shares 2,894 $280K 0.01% 0 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: not reported; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares; 2026Q2: 1,139 shares 1,139 $279K 0.01% 0 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,282 shares; 2024Q4: 3,279 shares; 2025Q1: 3,279 shares; 2025Q2: 3,279 shares; 2025Q3: 3,279 shares; 2025Q4: 3,280 shares; 2026Q1: 3,273 shares; 2026Q2: 3,253 shares 3,253 $279K 0.01% -20 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,990 shares; 2026Q1: 3,590 shares; 2026Q2: 3,690 shares 3,690 $278K 0.01% +100 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 78 shares; 2026Q1: 1,206 shares; 2026Q2: 1,227 shares 1,227 $274K 0.01% +21 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: 8 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 860 shares; 2026Q2: 869 shares 869 $273K 0.01% +9 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: 4,163 shares; 2024Q4: 2,770 shares; 2025Q1: 2,482 shares; 2025Q2: 2,482 shares; 2025Q3: 2,562 shares; 2025Q4: 3,105 shares; 2026Q1: 4,774 shares; 2026Q2: 4,683 shares 4,683 $272K 0.01% -91 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98 shares; 2026Q1: 1,000 shares; 2026Q2: 1,086 shares 1,086 $271K 0.01% +86 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 684 shares; 2026Q1: 684 shares; 2026Q2: 764 shares 764 $271K 0.01% +80 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares; 2026Q1: 4,447 shares; 2026Q2: 3,007 shares 3,007 $270K 0.01% -1,440 Timeline STCE 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: 3,795 shares; 2026Q2: 3,795 shares 3,795 $265K 0.01% 0 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 3,074 shares; 2026Q1: 3,181 shares; 2026Q2: 3,181 shares 3,181 $265K 0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,414 shares; 2024Q4: 1,422 shares; 2025Q1: 1,432 shares; 2025Q2: 1,446 shares; 2025Q3: 1,460 shares; 2025Q4: 1,472 shares; 2026Q1: 1,484 shares; 2026Q2: 1,498 shares 1,498 $261K 0.01% +14 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,621 shares; 2024Q4: 3,621 shares; 2025Q1: 3,621 shares; 2025Q2: 3,621 shares; 2025Q3: 5,340 shares; 2025Q4: 6,353 shares; 2026Q1: 6,430 shares; 2026Q2: 6,409 shares 6,409 $261K 0.01% -21 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 2,535 shares; 2026Q1: 2,535 shares; 2026Q2: 2,560 shares 2,560 $259K 0.01% +25 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473 shares; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 1,623 shares; 2026Q1: 6,202 shares; 2026Q2: 4,449 shares 4,449 $257K 0.01% -1,753 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,833 shares; 2024Q4: 2,048 shares; 2025Q1: 2,055 shares; 2025Q2: 2,055 shares; 2025Q3: 2,163 shares; 2025Q4: 2,317 shares; 2026Q1: 2,730 shares; 2026Q2: 2,741 shares 2,741 $256K 0.01% +11 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,708 shares; 2025Q2: 6,598 shares; 2025Q3: 6,614 shares; 2025Q4: 6,614 shares; 2026Q1: 9,701 shares; 2026Q2: 7,954 shares 7,954 $253K 0.01% -1,747 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,431 shares; 2025Q1: 6,431 shares; 2025Q2: 6,431 shares; 2025Q3: 6,431 shares; 2025Q4: 6,431 shares; 2026Q1: 6,431 shares; 2026Q2: 6,431 shares 6,431 $247K 0.01% 0 Timeline SCHY 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: 4,607 shares; 2026Q1: 7,725 shares; 2026Q2: 7,760 shares 7,760 $246K 0.01% +35 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 181 shares; 2025Q4: 486 shares; 2026Q1: 484 shares; 2026Q2: 2,962 shares 2,962 $245K 0.01% +2,478 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,528 shares; 2024Q4: 5,200 shares; 2025Q1: 3,776 shares; 2025Q2: 3,478 shares; 2025Q3: 3,478 shares; 2025Q4: 3,478 shares; 2026Q1: 6,009 shares; 2026Q2: 5,843 shares 5,843 $244K 0.01% -166 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,509 shares; 2024Q4: 1,509 shares; 2025Q1: 1,509 shares; 2025Q2: 1,509 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares; 2026Q1: 1,586 shares; 2026Q2: 1,586 shares 1,586 $244K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,912 shares; 2024Q4: 17,136 shares; 2025Q1: 15,434 shares; 2025Q2: 3,200 shares; 2025Q3: 3,066 shares; 2025Q4: 1,590 shares; 2026Q1: 10,253 shares; 2026Q2: 10,269 shares 10,269 $243K 0.01% +16 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 1,261 shares; 2026Q2: 1,262 shares 1,262 $241K 0.01% +1 Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 447 shares; 2026Q1: 1,521 shares; 2026Q2: 13,793 shares 13,793 $240K 0.01% +12,272 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $235K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,669 shares; 2024Q4: 1,662 shares; 2025Q1: 1,654 shares; 2025Q2: 1,447 shares; 2025Q3: 1,485 shares; 2025Q4: 3,410 shares; 2026Q1: 6,047 shares; 2026Q2: 5,424 shares 5,424 $234K 0.01% -623 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 49 shares; 2026Q1: 1,975 shares; 2026Q2: 1,889 shares 1,889 $231K 0.01% -86 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,570 shares; 2026Q1: 2,970 shares; 2026Q2: 2,970 shares 2,970 $230K 0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares; 2026Q1: 633 shares; 2026Q2: 633 shares 633 $230K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 175 shares; 2025Q4: 205 shares; 2026Q1: 1,365 shares; 2026Q2: 1,426 shares 1,426 $228K 0.01% +61 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: 174 shares; 2024Q4: 174 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 183 shares; 2025Q4: 254 shares; 2026Q1: 197 shares; 2026Q2: 451 shares 451 $224K 0.01% +254 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23 shares; 2026Q1: 109 shares; 2026Q2: 267 shares 267 $222K 0.01% +158 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares; 2026Q2: 1,910 shares 1,910 $221K 0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,756 shares; 2024Q4: 5,512 shares; 2025Q1: 5,512 shares; 2025Q2: 5,294 shares; 2025Q3: 5,697 shares; 2025Q4: 5,693 shares; 2026Q1: 5,771 shares; 2026Q2: 5,771 shares 5,771 $220K 0.01% 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: 2,424 shares; 2024Q4: 2,771 shares; 2025Q1: 2,707 shares; 2025Q2: 2,565 shares; 2025Q3: 2,597 shares; 2025Q4: 2,377 shares; 2026Q1: 2,503 shares; 2026Q2: 2,503 shares 2,503 $218K 0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798 shares; 2024Q4: 714 shares; 2025Q1: 680 shares; 2025Q2: 678 shares; 2025Q3: 929 shares; 2025Q4: 1,026 shares; 2026Q1: 1,103 shares; 2026Q2: 1,188 shares 1,188 $218K 0.01% +85 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 271 shares; 2026Q2: 3,115 shares 3,115 $216K 0.01% +2,844 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,652 shares; 2024Q4: 1,652 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 993 shares; 2025Q4: 993 shares; 2026Q1: 2,319 shares; 2026Q2: 2,319 shares 2,319 $216K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 1,538 shares; 2026Q1: 2,147 shares; 2026Q2: 2,419 shares 2,419 $214K 0.01% +272 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: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76 shares; 2025Q4: 1,843 shares; 2026Q1: 2,412 shares; 2026Q2: 3,455 shares 3,455 $214K 0.01% +1,043 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,136 shares; 2024Q4: 1,395 shares; 2025Q1: 1,179 shares; 2025Q2: 1,031 shares; 2025Q3: 1,056 shares; 2025Q4: 682 shares; 2026Q1: 3,829 shares; 2026Q2: 2,660 shares 2,660 $210K 0.01% -1,169 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,137 shares; 2026Q1: 1,539 shares; 2026Q2: 4,129 shares 4,129 $207K 0.01% +2,590 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461 shares; 2024Q4: 467 shares; 2025Q1: 422 shares; 2025Q2: 522 shares; 2025Q3: 580 shares; 2025Q4: 3,042 shares; 2026Q1: 3,767 shares; 2026Q2: 2,777 shares 2,777 $200K 0.01% -990 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,136 shares; 2024Q4: 17,038 shares; 2025Q1: 16,940 shares; 2025Q2: 12,053 shares; 2025Q3: 12,053 shares; 2025Q4: 12,419 shares; 2026Q1: 13,520 shares; 2026Q2: 13,667 shares 13,667 $200K 0.01% +147 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,605 shares; 2024Q4: 2,605 shares; 2025Q1: 2,605 shares; 2025Q2: 2,605 shares; 2025Q3: 2,605 shares; 2025Q4: 2,605 shares; 2026Q1: 2,605 shares; 2026Q2: 2,605 shares 2,605 $198K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,337 shares; 2026Q1: 1,517 shares; 2026Q2: 1,392 shares 1,392 $198K 0.01% -125 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: 2,403 shares; 2024Q4: 2,427 shares; 2025Q1: 2,456 shares; 2025Q2: 2,483 shares; 2025Q3: 2,506 shares; 2025Q4: 2,526 shares; 2026Q1: 2,548 shares; 2026Q2: 2,568 shares 2,568 $196K 0.01% +20 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: 24 shares; 2024Q4: 24 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 103 shares; 2026Q2: 203 shares 203 $196K 0.01% +100 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,371 shares; 2026Q2: 1,371 shares 1,371 $195K 0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS 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: 2,500 shares; 2026Q2: 2,500 shares 2,500 $194K 0.01% 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: 1,192 shares; 2024Q4: 1,178 shares; 2025Q1: 1,158 shares; 2025Q2: 1,338 shares; 2025Q3: 1,348 shares; 2025Q4: 15,960 shares; 2026Q1: 14,171 shares; 2026Q2: 2,675 shares 2,675 $191K 0.01% -11,496 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51 shares; 2026Q2: 296 shares 296 $189K 0.01% +245 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 36 shares; 2026Q1: 40 shares; 2026Q2: 1,057 shares 1,057 $188K 0.01% +1,017 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: 421 shares; 2024Q4: 421 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 909 shares; 2026Q1: 2,635 shares; 2026Q2: 2,055 shares 2,055 $188K 0.01% -580 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,851 shares; 2026Q2: 3,851 shares 3,851 $186K 0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,345 shares; 2024Q4: 39,345 shares; 2025Q1: 39,345 shares; 2025Q2: 39,345 shares; 2025Q3: 39,345 shares; 2025Q4: 39,345 shares; 2026Q1: 39,345 shares; 2026Q2: 39,345 shares 39,345 $185K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 879 shares; 2024Q4: 818 shares; 2025Q1: 808 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 1,933 shares; 2026Q1: 2,183 shares; 2026Q2: 2,183 shares 2,183 $182K 0.01% 0 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: 8,908 shares; 2024Q4: 9,256 shares; 2025Q1: 8,938 shares; 2025Q2: 8,954 shares; 2025Q3: 10,517 shares; 2025Q4: 10,244 shares; 2026Q1: 8,757 shares; 2026Q2: 9,839 shares 9,839 $182K 0.01% +1,082 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 253 shares; 2026Q2: 253 shares 253 $182K 0.01% 0 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER 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: 5,107 shares; 2026Q1: 5,107 shares; 2026Q2: 5,107 shares 5,107 $182K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568 shares; 2024Q4: 581 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 1,106 shares; 2026Q1: 2,729 shares; 2026Q2: 2,834 shares 2,834 $181K 0.01% +105 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 159 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 829 shares; 2026Q1: 1,157 shares; 2026Q2: 1,157 shares 1,157 $181K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 587 shares; 2024Q4: 586 shares; 2025Q1: 550 shares; 2025Q2: 1,078 shares; 2025Q3: 892 shares; 2025Q4: 1,112 shares; 2026Q1: 1,245 shares; 2026Q2: 950 shares 950 $181K 0.01% -295 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,317 shares; 2024Q4: 6,296 shares; 2025Q1: 6,160 shares; 2025Q2: 3,176 shares; 2025Q3: 6,089 shares; 2025Q4: 4,808 shares; 2026Q1: 5,852 shares; 2026Q2: 6,782 shares 6,782 $179K 0.01% +930 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 179 shares; 2026Q1: 7,870 shares; 2026Q2: 2,862 shares 2,862 $179K 0.01% -5,008 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,346 shares; 2026Q1: 8,670 shares; 2026Q2: 2,705 shares 2,705 $177K 0.01% -5,965 Timeline MDYG 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: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 274 shares; 2026Q2: 1,566 shares 1,566 $176K 0.01% +1,292 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,219 shares; 2024Q4: 147 shares; 2025Q1: 1,745 shares; 2025Q2: 1,192 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,039 shares; 2026Q2: 7,548 shares 7,548 $174K 0.01% +6,509 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: 131 shares; 2024Q4: 140 shares; 2025Q1: 173 shares; 2025Q2: 139 shares; 2025Q3: 141 shares; 2025Q4: 1,262 shares; 2026Q1: 1,577 shares; 2026Q2: 1,152 shares 1,152 $174K 0.01% -425 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 452 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 754 shares; 2026Q1: 1,767 shares; 2026Q2: 993 shares 993 $174K 0.01% -774 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,212 shares; 2024Q4: 3,212 shares; 2025Q1: 3,212 shares; 2025Q2: 3,212 shares; 2025Q3: 3,212 shares; 2025Q4: 3,254 shares; 2026Q1: 6,295 shares; 2026Q2: 6,295 shares 6,295 $174K 0.01% 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: 208 shares; 2024Q4: 208 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 202 shares; 2025Q4: 205 shares; 2026Q1: 648 shares; 2026Q2: 621 shares 621 $173K 0.01% -27 Timeline PDP 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: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares; 2026Q2: 1,140 shares 1,140 $173K 0.01% 0 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL 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: 1,550 shares; 2026Q2: 1,558 shares 1,558 $172K 0.01% +8 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: 140 shares; 2024Q4: 165 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 144 shares; 2025Q4: 377 shares; 2026Q1: 315 shares; 2026Q2: 329 shares 329 $171K 0.01% +14 Timeline IBHI 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: 7,217 shares; 2026Q2: 7,217 shares 7,217 $169K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,419 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,417 shares; 2025Q3: 1,417 shares; 2025Q4: 1,417 shares; 2026Q1: 1,417 shares; 2026Q2: 1,417 shares 1,417 $169K 0.01% 0 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: 285 shares; 2024Q4: 358 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 350 shares; 2025Q4: 366 shares; 2026Q1: 781 shares; 2026Q2: 759 shares 759 $168K 0.01% -22 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: 2,473 shares; 2024Q4: 2,473 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 2,023 shares; 2026Q2: 3,078 shares 3,078 $167K 0.01% +1,055 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: 524 shares; 2024Q4: 524 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 523 shares; 2025Q4: 562 shares; 2026Q1: 581 shares; 2026Q2: 735 shares 735 $167K 0.01% +154 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 3,911 shares; 2026Q2: 3,161 shares 3,161 $166K 0.01% -750 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,618 shares 1,618 $164K 0.01% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 24 shares; 2026Q2: 248 shares 248 $163K 0.01% +224 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 1,922 shares; 2026Q1: 1,654 shares; 2026Q2: 1,704 shares 1,704 $161K 0.01% +50 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,564 shares; 2025Q1: 3,564 shares; 2025Q2: 3,564 shares; 2025Q3: 3,564 shares; 2025Q4: 3,564 shares; 2026Q1: 3,564 shares; 2026Q2: 3,564 shares 3,564 $160K 0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 2,273 shares; 2026Q2: 1,226 shares 1,226 $159K 0.01% -1,047 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 2,071 shares; 2025Q1: 2,071 shares; 2025Q2: 2,043 shares; 2025Q3: 2,043 shares; 2025Q4: 2,043 shares; 2026Q1: 2,043 shares; 2026Q2: 2,067 shares 2,067 $158K 0.01% +24 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,498 shares 4,498 $157K 0.01% new Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO 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: 27,241 shares 27,241 $155K 0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 1,561 shares; 2026Q1: 1,084 shares; 2026Q2: 2,126 shares 2,126 $154K 0.01% +1,042 Timeline FV 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: 2,023 shares 2,023 $154K 0.01% new 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: 581 shares; 2024Q4: 624 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 363 shares; 2025Q4: 368 shares; 2026Q1: 368 shares; 2026Q2: 368 shares 368 $153K 0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 15 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 807 shares; 2026Q1: 1,307 shares; 2026Q2: 1,307 shares 1,307 $150K 0.01% 0 Timeline PFF 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: 5,428 shares; 2025Q3: 4,648 shares; 2025Q4: 4,648 shares; 2026Q1: 4,648 shares; 2026Q2: 4,886 shares 4,886 $149K 0.01% +238 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares; 2026Q2: 1,005 shares 1,005 $148K 0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,206 shares; 2024Q4: 1,329 shares; 2025Q1: 1,703 shares; 2025Q2: 1,329 shares; 2025Q3: 2,592 shares; 2025Q4: 3,702 shares; 2026Q1: 3,702 shares; 2026Q2: 3,713 shares 3,713 $147K 0.01% +11 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: 1,203 shares; 2024Q4: 699 shares; 2025Q1: 679 shares; 2025Q2: 830 shares; 2025Q3: 866 shares; 2025Q4: 1,294 shares; 2026Q1: 1,267 shares; 2026Q2: 1,221 shares 1,221 $144K 0.01% -46 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 20 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 23 shares; 2025Q4: 72 shares; 2026Q1: 386 shares; 2026Q2: 366 shares 366 $143K 0.01% -20 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 196 shares; 2026Q1: 596 shares; 2026Q2: 596 shares 596 $143K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $142K 0.01% 0 Timeline ESGU 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: 865 shares; 2026Q1: 865 shares; 2026Q2: 865 shares 865 $142K 0.01% 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: 131 shares; 2024Q4: 241 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 339 shares; 2026Q2: 486 shares 486 $141K 0.01% +147 Timeline CWB 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $140K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,854 shares; 2026Q1: 1,653 shares; 2026Q2: 1,703 shares 1,703 $140K <0.01% +50 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: 357 shares; 2024Q4: 357 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 344 shares; 2025Q4: 410 shares; 2026Q1: 500 shares; 2026Q2: 498 shares 498 $137K <0.01% -2 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 154 shares; 2025Q3: 170 shares; 2025Q4: 213 shares; 2026Q1: 476 shares; 2026Q2: 475 shares 475 $134K <0.01% -1 Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,034 shares; 2024Q4: 64,034 shares; 2025Q1: 64,034 shares; 2025Q2: 64,034 shares; 2025Q3: 64,034 shares; 2025Q4: 64,034 shares; 2026Q1: 64,034 shares; 2026Q2: 64,034 shares 64,034 $134K <0.01% 0 Timeline FXL 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: 616 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 616 shares; 2026Q1: 616 shares; 2026Q2: 616 shares 616 $134K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,099 shares; 2024Q4: 1,854 shares; 2025Q1: 1,674 shares; 2025Q2: 1,740 shares; 2025Q3: 1,709 shares; 2025Q4: 1,709 shares; 2026Q1: 1,710 shares; 2026Q2: 1,733 shares 1,733 $133K <0.01% +23 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: 714 shares; 2024Q4: 715 shares; 2025Q1: 872 shares; 2025Q2: 716 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 718 shares; 2026Q2: 718 shares 718 $133K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares; 2025Q4: 3,511 shares; 2026Q1: 3,535 shares; 2026Q2: 3,812 shares 3,812 $133K <0.01% +277 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,004 shares; 2024Q4: 4,052 shares; 2025Q1: 3,966 shares; 2025Q2: 3,952 shares; 2025Q3: 3,952 shares; 2025Q4: 4,016 shares; 2026Q1: 4,097 shares; 2026Q2: 511 shares 511 $131K <0.01% -3,586 Timeline ALM ALMONTY INDS INC More: the full row for ALMONTY INDS 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: 10,000 shares; 2025Q4: 14,084 shares; 2026Q1: 14,084 shares; 2026Q2: 7,884 shares 7,884 $131K <0.01% -6,200 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,910 shares; 2026Q2: 2,072 shares 2,072 $130K <0.01% -1,838 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 100 shares; 2025Q4: 100 shares; 2026Q1: 2,895 shares; 2026Q2: 2,864 shares 2,864 $128K <0.01% -31 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23 shares; 2026Q1: 678 shares; 2026Q2: 678 shares 678 $128K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 272 shares; 2025Q3: 288 shares; 2025Q4: 296 shares; 2026Q1: 282 shares; 2026Q2: 558 shares 558 $128K <0.01% +276 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: 8,195 shares; 2024Q4: 8,197 shares; 2025Q1: 8,579 shares; 2025Q2: 9,195 shares; 2025Q3: 9,718 shares; 2025Q4: 6,440 shares; 2026Q1: 6,676 shares; 2026Q2: 6,699 shares 6,699 $128K <0.01% +23 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,764 shares 3,764 $127K <0.01% +264 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,735 shares; 2026Q1: 1,635 shares; 2026Q2: 1,635 shares 1,635 $125K <0.01% 0 Timeline