DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,768,235 shares; 2024Q4: 3,557,104 shares; 2025Q1: 3,585,004 shares; 2025Q2: 3,664,626 shares; 2025Q3: 3,709,551 shares; 2025Q4: 3,744,276 shares; 2026Q1: 3,783,233 shares; 2026Q2: 3,821,991 shares 3,821,991 $170M 19.89% +38,758 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: 442,728 shares; 2024Q4: 580,423 shares; 2025Q1: 594,098 shares; 2025Q2: 613,488 shares; 2025Q3: 625,147 shares; 2025Q4: 643,874 shares; 2026Q1: 653,302 shares; 2026Q2: 664,617 shares 664,617 $73.2M 8.59% +11,315 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: 345,642 shares; 2024Q4: 469,422 shares; 2025Q1: 476,382 shares; 2025Q2: 494,121 shares; 2025Q3: 503,898 shares; 2025Q4: 515,580 shares; 2026Q1: 522,317 shares; 2026Q2: 528,975 shares 528,975 $67.8M 7.95% +6,658 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: 504,224 shares; 2024Q4: 2,003,808 shares; 2025Q1: 2,018,017 shares; 2025Q2: 2,070,029 shares; 2025Q3: 2,088,693 shares; 2025Q4: 2,119,924 shares; 2026Q1: 2,097,595 shares; 2026Q2: 2,101,313 shares 2,101,313 $61.8M 7.25% +3,718 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: 647,868 shares; 2024Q4: 895,790 shares; 2025Q1: 931,524 shares; 2025Q2: 964,941 shares; 2025Q3: 986,032 shares; 2025Q4: 1,017,336 shares; 2026Q1: 1,068,057 shares; 2026Q2: 1,114,382 shares 1,114,382 $50.7M 5.95% +46,325 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 533,855 shares; 2024Q4: 702,355 shares; 2025Q1: 708,766 shares; 2025Q2: 722,051 shares; 2025Q3: 724,496 shares; 2025Q4: 732,615 shares; 2026Q1: 704,008 shares; 2026Q2: 703,455 shares 703,455 $38M 4.46% -553 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: 857,520 shares; 2024Q4: 1,208,816 shares; 2025Q1: 1,256,274 shares; 2025Q2: 1,302,354 shares; 2025Q3: 1,335,471 shares; 2025Q4: 1,380,991 shares; 2026Q1: 1,431,489 shares; 2026Q2: 1,495,388 shares 1,495,388 $33.3M 3.91% +63,899 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502,137 shares; 2024Q4: 660,958 shares; 2025Q1: 678,218 shares; 2025Q2: 696,455 shares; 2025Q3: 709,664 shares; 2025Q4: 732,675 shares; 2026Q1: 706,871 shares; 2026Q2: 700,615 shares 700,615 $24.3M 2.85% -6,256 Timeline FENI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 436,361 shares; 2026Q2: 510,485 shares 510,485 $20.5M 2.4% +74,124 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: 152,435 shares; 2024Q4: 204,766 shares; 2025Q1: 207,246 shares; 2025Q2: 213,568 shares; 2025Q3: 214,698 shares; 2025Q4: 221,835 shares; 2026Q1: 231,126 shares; 2026Q2: 233,827 shares 233,827 $19.4M 2.27% +2,701 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: 141,041 shares; 2024Q4: 190,729 shares; 2025Q1: 194,342 shares; 2025Q2: 199,638 shares; 2025Q3: 202,856 shares; 2025Q4: 209,240 shares; 2026Q1: 219,207 shares; 2026Q2: 226,110 shares 226,110 $18.6M 2.18% +6,903 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153,942 shares; 2026Q2: 178,813 shares 178,813 $14.8M 1.73% +24,871 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: 74,508 shares; 2024Q4: 104,986 shares; 2025Q1: 109,682 shares; 2025Q2: 114,571 shares; 2025Q3: 117,077 shares; 2025Q4: 122,640 shares; 2026Q1: 130,590 shares; 2026Q2: 140,716 shares 140,716 $13.9M 1.63% +10,126 Timeline FELG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 257,703 shares; 2026Q2: 302,902 shares 302,902 $13.3M 1.55% +45,199 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: 19,700 shares; 2024Q4: 21,594 shares; 2025Q1: 23,195 shares; 2025Q2: 23,341 shares; 2025Q3: 26,136 shares; 2025Q4: 25,133 shares; 2026Q1: 26,750 shares; 2026Q2: 29,112 shares 29,112 $8.42M 0.99% +2,362 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,031 shares; 2024Q4: 18,862 shares; 2025Q1: 19,301 shares; 2025Q2: 21,173 shares; 2025Q3: 22,138 shares; 2025Q4: 21,122 shares; 2026Q1: 21,083 shares; 2026Q2: 21,343 shares 21,343 $7.63M 0.89% +260 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: 29,122 shares; 2024Q4: 32,457 shares; 2025Q1: 31,577 shares; 2025Q2: 31,510 shares; 2025Q3: 31,315 shares; 2025Q4: 31,081 shares; 2026Q1: 31,076 shares; 2026Q2: 31,098 shares 31,098 $7.36M 0.86% +22 Timeline FDVV 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: 87,811 shares; 2024Q4: 109,789 shares; 2025Q1: 112,368 shares; 2025Q2: 114,388 shares; 2025Q3: 116,893 shares; 2025Q4: 112,345 shares; 2026Q1: 111,344 shares; 2026Q2: 111,746 shares 111,746 $6.74M 0.79% +402 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: 30,398 shares; 2024Q4: 30,165 shares; 2025Q1: 31,438 shares; 2025Q2: 33,041 shares; 2025Q3: 33,040 shares; 2025Q4: 30,767 shares; 2026Q1: 31,508 shares; 2026Q2: 32,076 shares 32,076 $6.42M 0.75% +568 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: 36,805 shares; 2024Q4: 41,670 shares; 2025Q1: 40,619 shares; 2025Q2: 39,988 shares; 2025Q3: 40,007 shares; 2025Q4: 38,868 shares; 2026Q1: 39,029 shares; 2026Q2: 39,351 shares 39,351 $6.22M 0.73% +322 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: 13,860 shares; 2024Q4: 15,849 shares; 2025Q1: 16,094 shares; 2025Q2: 15,987 shares; 2025Q3: 15,978 shares; 2025Q4: 15,351 shares; 2026Q1: 16,139 shares; 2026Q2: 16,315 shares 16,315 $6.09M 0.71% +176 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: 4,189 shares; 2024Q4: 7,702 shares; 2025Q1: 7,020 shares; 2025Q2: 7,010 shares; 2025Q3: 7,033 shares; 2025Q4: 6,648 shares; 2026Q1: 6,871 shares; 2026Q2: 6,951 shares 6,951 $5.03M 0.59% +80 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: 50,113 shares; 2024Q4: 58,450 shares; 2025Q1: 60,381 shares; 2025Q2: 59,210 shares; 2025Q3: 58,193 shares; 2025Q4: 58,111 shares; 2026Q1: 58,132 shares; 2026Q2: 56,976 shares 56,976 $4.39M 0.52% -1,156 Timeline FHLC 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: 186,481 shares; 2024Q4: 255,256 shares; 2025Q1: 259,445 shares; 2025Q2: 270,741 shares; 2025Q3: 278,946 shares; 2025Q4: 285,486 shares; 2026Q1: 73,181 shares; 2026Q2: 53,633 shares 53,633 $4.14M 0.49% -19,548 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: 74,156 shares; 2024Q4: 109,821 shares; 2025Q1: 113,187 shares; 2025Q2: 127,195 shares; 2025Q3: 129,941 shares; 2025Q4: 161,878 shares; 2026Q1: 168,578 shares; 2026Q2: 166,761 shares 166,761 $4.04M 0.47% -1,817 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: 3,646 shares; 2024Q4: 3,627 shares; 2025Q1: 3,968 shares; 2025Q2: 4,023 shares; 2025Q3: 4,100 shares; 2025Q4: 4,319 shares; 2026Q1: 4,071 shares; 2026Q2: 3,495 shares 3,495 $3.72M 0.44% -576 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: 9,261 shares; 2024Q4: 9,590 shares; 2025Q1: 10,449 shares; 2025Q2: 10,605 shares; 2025Q3: 10,836 shares; 2025Q4: 10,539 shares; 2026Q1: 10,255 shares; 2026Q2: 10,505 shares 10,505 $3.44M 0.4% +250 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: 7,758 shares; 2024Q4: 7,797 shares; 2025Q1: 7,803 shares; 2025Q2: 7,847 shares; 2025Q3: 7,850 shares; 2025Q4: 8,723 shares; 2026Q1: 8,816 shares; 2026Q2: 8,823 shares 8,823 $3.26M 0.38% +7 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: 18,897 shares; 2024Q4: 22,630 shares; 2025Q1: 21,666 shares; 2025Q2: 21,687 shares; 2025Q3: 21,422 shares; 2025Q4: 23,139 shares; 2026Q1: 21,371 shares; 2026Q2: 21,423 shares 21,423 $3.18M 0.37% +52 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: 7,535 shares; 2024Q4: 5,265 shares; 2025Q1: 6,268 shares; 2025Q2: 7,215 shares; 2025Q3: 6,987 shares; 2025Q4: 7,182 shares; 2026Q1: 7,353 shares; 2026Q2: 8,183 shares 8,183 $3.09M 0.36% +830 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: 10,207 shares; 2024Q4: 10,226 shares; 2025Q1: 11,044 shares; 2025Q2: 11,300 shares; 2025Q3: 11,473 shares; 2025Q4: 11,729 shares; 2026Q1: 11,987 shares; 2026Q2: 12,160 shares 12,160 $3.06M 0.36% +173 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: 10,555 shares; 2024Q4: 10,936 shares; 2025Q1: 11,825 shares; 2025Q2: 12,113 shares; 2025Q3: 12,163 shares; 2025Q4: 11,487 shares; 2026Q1: 11,968 shares; 2026Q2: 12,032 shares 12,032 $2.87M 0.34% +64 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: 8,917 shares; 2024Q4: 5,653 shares; 2025Q1: 9,871 shares; 2025Q2: 10,227 shares; 2025Q3: 10,440 shares; 2025Q4: 10,758 shares; 2026Q1: 11,071 shares; 2026Q2: 11,206 shares 11,206 $2.85M 0.33% +135 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: 17,943 shares; 2024Q4: 19,093 shares; 2025Q1: 21,126 shares; 2025Q2: 22,063 shares; 2025Q3: 22,317 shares; 2025Q4: 22,486 shares; 2026Q1: 23,142 shares; 2026Q2: 24,877 shares 24,877 $2.82M 0.33% +1,735 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: 44,494 shares; 2024Q4: 69,260 shares; 2025Q1: 68,325 shares; 2025Q2: 80,847 shares; 2025Q3: 83,130 shares; 2025Q4: 96,924 shares; 2026Q1: 104,366 shares; 2026Q2: 114,542 shares 114,542 $2.77M 0.33% +10,176 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: 17,434 shares; 2024Q4: 18,958 shares; 2025Q1: 22,193 shares; 2025Q2: 23,914 shares; 2025Q3: 24,597 shares; 2025Q4: 24,937 shares; 2026Q1: 25,583 shares; 2026Q2: 23,525 shares 23,525 $2.76M 0.32% -2,058 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: 3,645 shares; 2024Q4: 3,755 shares; 2025Q1: 4,118 shares; 2025Q2: 4,172 shares; 2025Q3: 4,969 shares; 2025Q4: 4,753 shares; 2026Q1: 4,599 shares; 2026Q2: 4,590 shares 4,590 $2.59M 0.3% -9 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,737 shares; 2024Q4: 15,670 shares; 2025Q1: 15,670 shares; 2025Q2: 15,670 shares; 2025Q3: 15,668 shares; 2025Q4: 15,480 shares; 2026Q1: 15,480 shares; 2026Q2: 15,480 shares 15,480 $2.54M 0.3% 0 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: 11,746 shares; 2024Q4: 13,153 shares; 2025Q1: 15,442 shares; 2025Q2: 15,751 shares; 2025Q3: 16,059 shares; 2025Q4: 17,030 shares; 2026Q1: 17,584 shares; 2026Q2: 18,114 shares 18,114 $2.48M 0.29% +530 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: 2,472 shares; 2024Q4: 2,921 shares; 2025Q1: 3,415 shares; 2025Q2: 3,454 shares; 2025Q3: 3,498 shares; 2025Q4: 3,686 shares; 2026Q1: 3,688 shares; 2026Q2: 3,256 shares 3,256 $2.44M 0.29% -432 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: 31,206 shares; 2024Q4: 49,168 shares; 2025Q1: 59,698 shares; 2025Q2: 68,109 shares; 2025Q3: 70,444 shares; 2025Q4: 79,811 shares; 2026Q1: 87,944 shares; 2026Q2: 94,511 shares 94,511 $2.39M 0.28% +6,567 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,151 shares; 2024Q4: 82,167 shares; 2025Q1: 83,092 shares; 2025Q2: 83,872 shares; 2025Q3: 85,568 shares; 2025Q4: 86,911 shares; 2026Q1: 89,418 shares; 2026Q2: 90,470 shares 90,470 $2.33M 0.27% +1,052 Timeline CGMU 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: 60,416 shares; 2024Q4: 63,061 shares; 2025Q1: 62,070 shares; 2025Q2: 66,596 shares; 2025Q3: 69,224 shares; 2025Q4: 75,056 shares; 2026Q1: 78,857 shares; 2026Q2: 81,004 shares 81,004 $2.23M 0.26% +2,147 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: 15,480 shares; 2024Q4: 16,830 shares; 2025Q1: 16,507 shares; 2025Q2: 16,509 shares; 2025Q3: 16,512 shares; 2025Q4: 16,500 shares; 2026Q1: 16,501 shares; 2026Q2: 15,773 shares 15,773 $2.17M 0.25% -728 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: not reported; 2024Q4: 13,385 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,740 shares; 2026Q1: 9,304 shares; 2026Q2: 8,935 shares 8,935 $2.17M 0.25% -369 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: 4,131 shares; 2024Q4: 4,267 shares; 2025Q1: 4,395 shares; 2025Q2: 4,861 shares; 2025Q3: 4,953 shares; 2025Q4: 4,788 shares; 2026Q1: 4,816 shares; 2026Q2: 4,923 shares 4,923 $2.07M 0.24% +107 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: 11,608 shares; 2024Q4: 14,022 shares; 2025Q1: 13,922 shares; 2025Q2: 13,655 shares; 2025Q3: 13,548 shares; 2025Q4: 13,480 shares; 2026Q1: 13,520 shares; 2026Q2: 13,480 shares 13,480 $2.05M 0.24% -40 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: 12,086 shares; 2024Q4: 13,706 shares; 2025Q1: 14,736 shares; 2025Q2: 14,715 shares; 2025Q3: 14,929 shares; 2025Q4: 12,843 shares; 2026Q1: 13,222 shares; 2026Q2: 13,583 shares 13,583 $1.99M 0.23% +361 Timeline FFLG 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: 53,153 shares; 2024Q4: 53,831 shares; 2025Q1: 55,331 shares; 2025Q2: 55,334 shares; 2025Q3: 56,344 shares; 2025Q4: 56,345 shares; 2026Q1: 56,274 shares; 2026Q2: 56,276 shares 56,276 $1.95M 0.23% +2 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 749 shares; 2026Q1: 749 shares; 2026Q2: 1,659 shares 1,659 $1.92M 0.22% +910 Timeline FBCG 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: not reported; 2024Q4: 28,507 shares; 2025Q1: 28,507 shares; 2025Q2: 28,507 shares; 2025Q3: 30,107 shares; 2025Q4: 30,706 shares; 2026Q1: 30,681 shares; 2026Q2: 30,681 shares 30,681 $1.91M 0.22% 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: 7,656 shares; 2024Q4: 8,439 shares; 2025Q1: 8,432 shares; 2025Q2: 7,932 shares; 2025Q3: 7,934 shares; 2025Q4: 7,821 shares; 2026Q1: 7,821 shares; 2026Q2: 7,822 shares 7,822 $1.9M 0.22% +1 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: 1,213 shares; 2024Q4: 1,288 shares; 2025Q1: 1,476 shares; 2025Q2: 1,575 shares; 2025Q3: 1,622 shares; 2025Q4: 1,766 shares; 2026Q1: 1,850 shares; 2026Q2: 1,939 shares 1,939 $1.9M 0.22% +89 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: 16,119 shares; 2024Q4: 16,869 shares; 2025Q1: 18,578 shares; 2025Q2: 19,387 shares; 2025Q3: 19,979 shares; 2025Q4: 20,847 shares; 2026Q1: 21,518 shares; 2026Q2: 22,267 shares 22,267 $1.88M 0.22% +749 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: 24,505 shares; 2024Q4: 25,796 shares; 2025Q1: 28,502 shares; 2025Q2: 28,685 shares; 2025Q3: 29,210 shares; 2025Q4: 30,350 shares; 2026Q1: 31,096 shares; 2026Q2: 31,740 shares 31,740 $1.81M 0.21% +644 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: 13,628 shares; 2024Q4: 10,953 shares; 2025Q1: 15,063 shares; 2025Q2: 14,195 shares; 2025Q3: 14,539 shares; 2025Q4: 12,867 shares; 2026Q1: 13,283 shares; 2026Q2: 13,593 shares 13,593 $1.75M 0.2% +310 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: 29,621 shares; 2024Q4: 36,119 shares; 2025Q1: 31,358 shares; 2025Q2: 25,867 shares; 2025Q3: 25,745 shares; 2025Q4: 27,711 shares; 2026Q1: 31,060 shares; 2026Q2: 33,115 shares 33,115 $1.67M 0.2% +2,055 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,470 shares; 2024Q4: 26,128 shares; 2025Q1: 32,825 shares; 2025Q2: 39,426 shares; 2025Q3: 41,422 shares; 2025Q4: 59,157 shares; 2026Q1: 65,713 shares; 2026Q2: 72,192 shares 72,192 $1.67M 0.2% +6,479 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: 3,931 shares; 2024Q4: 4,215 shares; 2025Q1: 4,606 shares; 2025Q2: 4,584 shares; 2025Q3: 4,675 shares; 2025Q4: 4,409 shares; 2026Q1: 4,580 shares; 2026Q2: 4,690 shares 4,690 $1.65M 0.19% +110 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: 58,047 shares; 2024Q4: 61,125 shares; 2025Q1: 61,890 shares; 2025Q2: 63,192 shares; 2025Q3: 63,614 shares; 2025Q4: 69,030 shares; 2026Q1: 73,269 shares; 2026Q2: 78,607 shares 78,607 $1.64M 0.19% +5,338 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,288 shares; 2024Q4: 1,783 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,878 shares; 2025Q4: 2,480 shares; 2026Q1: 2,506 shares; 2026Q2: 2,724 shares 2,724 $1.58M 0.19% +218 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: 15,233 shares; 2024Q4: 16,592 shares; 2025Q1: 17,296 shares; 2025Q2: 17,555 shares; 2025Q3: 17,375 shares; 2025Q4: 17,989 shares; 2026Q1: 18,466 shares; 2026Q2: 18,959 shares 18,959 $1.54M 0.18% +493 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: 14,909 shares; 2024Q4: 39,998 shares; 2025Q1: 41,014 shares; 2025Q2: 42,859 shares; 2025Q3: 43,016 shares; 2025Q4: 43,858 shares; 2026Q1: 45,662 shares; 2026Q2: 46,745 shares 46,745 $1.48M 0.17% +1,083 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: 2,461 shares; 2024Q4: 2,257 shares; 2025Q1: 2,998 shares; 2025Q2: 3,196 shares; 2025Q3: 3,340 shares; 2025Q4: 3,692 shares; 2026Q1: 3,892 shares; 2026Q2: 4,106 shares 4,106 $1.45M 0.17% +214 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,670 shares; 2024Q4: 7,084 shares; 2025Q1: 8,161 shares; 2025Q2: 8,841 shares; 2025Q3: 8,142 shares; 2025Q4: 8,960 shares; 2026Q1: 9,460 shares; 2026Q2: 9,994 shares 9,994 $1.45M 0.17% +534 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,222 shares; 2024Q4: 5,506 shares; 2025Q1: 6,072 shares; 2025Q2: 6,473 shares; 2025Q3: 6,696 shares; 2025Q4: 7,159 shares; 2026Q1: 7,479 shares; 2026Q2: 7,807 shares 7,807 $1.41M 0.17% +328 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: 2,558 shares; 2024Q4: 2,660 shares; 2025Q1: 2,660 shares; 2025Q2: 2,660 shares; 2025Q3: 2,710 shares; 2025Q4: 2,812 shares; 2026Q1: 3,207 shares; 2026Q2: 2,819 shares 2,819 $1.41M 0.17% -388 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: 16,199 shares; 2024Q4: 18,725 shares; 2025Q1: 18,996 shares; 2025Q2: 21,762 shares; 2025Q3: 22,131 shares; 2025Q4: 23,160 shares; 2026Q1: 27,361 shares; 2026Q2: 29,593 shares 29,593 $1.41M 0.17% +2,232 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: 727 shares; 2024Q4: 768 shares; 2025Q1: 1,052 shares; 2025Q2: 1,035 shares; 2025Q3: 1,038 shares; 2025Q4: 1,146 shares; 2026Q1: 1,116 shares; 2026Q2: 1,150 shares 1,150 $1.38M 0.16% +34 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,247 shares; 2024Q4: 11,184 shares; 2025Q1: 11,219 shares; 2025Q2: 11,325 shares; 2025Q3: 11,360 shares; 2025Q4: 11,394 shares; 2026Q1: 11,430 shares; 2026Q2: 11,653 shares 11,653 $1.36M 0.16% +223 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: 42,263 shares; 2024Q4: 44,139 shares; 2025Q1: 44,691 shares; 2025Q2: 45,000 shares; 2025Q3: 46,052 shares; 2025Q4: 46,448 shares; 2026Q1: 49,426 shares; 2026Q2: 49,760 shares 49,760 $1.25M 0.15% +334 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: 5,088 shares; 2024Q4: 8,350 shares; 2025Q1: 12,551 shares; 2025Q2: 12,975 shares; 2025Q3: 13,256 shares; 2025Q4: 14,059 shares; 2026Q1: 14,594 shares; 2026Q2: 15,052 shares 15,052 $1.24M 0.15% +458 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: 1,167 shares; 2024Q4: 1,354 shares; 2025Q1: 1,489 shares; 2025Q2: 1,518 shares; 2025Q3: 1,497 shares; 2025Q4: 1,524 shares; 2026Q1: 1,482 shares; 2026Q2: 1,492 shares 1,492 $1.24M 0.15% +10 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: 3,769 shares; 2024Q4: 3,912 shares; 2025Q1: 4,174 shares; 2025Q2: 4,354 shares; 2025Q3: 4,461 shares; 2025Q4: 4,282 shares; 2026Q1: 4,420 shares; 2026Q2: 4,541 shares 4,541 $1.23M 0.14% +121 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: 3,040 shares; 2024Q4: 3,271 shares; 2025Q1: 3,410 shares; 2025Q2: 3,505 shares; 2025Q3: 3,558 shares; 2025Q4: 3,706 shares; 2026Q1: 4,303 shares; 2026Q2: 4,341 shares 4,341 $1.22M 0.14% +38 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,310 shares; 2024Q4: 6,743 shares; 2025Q1: 7,763 shares; 2025Q2: 8,423 shares; 2025Q3: 8,800 shares; 2025Q4: 9,505 shares; 2026Q1: 10,203 shares; 2026Q2: 10,813 shares 10,813 $1.17M 0.14% +610 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: 20,374 shares; 2024Q4: 24,831 shares; 2025Q1: 26,671 shares; 2025Q2: 28,198 shares; 2025Q3: 30,254 shares; 2025Q4: 38,453 shares; 2026Q1: 45,361 shares; 2026Q2: 53,342 shares 53,342 $1.16M 0.14% +7,981 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: 891 shares; 2025Q1: 953 shares; 2025Q2: 1,002 shares; 2025Q3: 1,026 shares; 2025Q4: 1,096 shares; 2026Q1: 1,150 shares; 2026Q2: 1,195 shares 1,195 $1.15M 0.13% +45 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,708 shares; 2024Q4: 10,341 shares; 2025Q1: 14,179 shares; 2025Q2: 15,248 shares; 2025Q3: 15,922 shares; 2025Q4: 16,704 shares; 2026Q1: 17,689 shares; 2026Q2: 18,618 shares 18,618 $1.12M 0.13% +929 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,577 shares 2,577 $1.11M 0.13% new 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: not reported; 2024Q4: 8,386 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,172 shares; 2026Q1: 2,580 shares; 2026Q2: 2,523 shares 2,523 $1.08M 0.13% -57 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: 7,252 shares; 2024Q4: 4,259 shares; 2025Q1: 7,195 shares; 2025Q2: 7,356 shares; 2025Q3: 7,865 shares; 2025Q4: 7,443 shares; 2026Q1: 7,730 shares; 2026Q2: 7,901 shares 7,901 $1.07M 0.13% +171 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: 4,030 shares; 2024Q4: 4,015 shares; 2025Q1: 4,605 shares; 2025Q2: 5,386 shares; 2025Q3: 4,632 shares; 2025Q4: 4,982 shares; 2026Q1: 5,190 shares; 2026Q2: 5,503 shares 5,503 $1.02M 0.12% +313 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: 4,472 shares; 2024Q4: 4,472 shares; 2025Q1: 4,472 shares; 2025Q2: 4,472 shares; 2025Q3: 4,472 shares; 2025Q4: 4,472 shares; 2026Q1: 4,472 shares; 2026Q2: 4,472 shares 4,472 $1.02M 0.12% 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: 18,522 shares; 2024Q4: 19,929 shares; 2025Q1: 20,956 shares; 2025Q2: 22,156 shares; 2025Q3: 22,899 shares; 2025Q4: 23,455 shares; 2026Q1: 28,393 shares; 2026Q2: 31,421 shares 31,421 $1M 0.12% +3,028 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,121 shares; 2024Q4: 7,448 shares; 2025Q1: 11,568 shares; 2025Q2: 12,372 shares; 2025Q3: 12,651 shares; 2025Q4: 7,996 shares; 2026Q1: 9,027 shares; 2026Q2: 9,443 shares 9,443 $982K 0.12% +416 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: 5,423 shares; 2024Q4: 2,609 shares; 2025Q1: 5,157 shares; 2025Q2: 5,303 shares; 2025Q3: 5,443 shares; 2025Q4: 6,725 shares; 2026Q1: 6,966 shares; 2026Q2: 7,209 shares 7,209 $977K 0.11% +243 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: 15,111 shares; 2024Q4: 13,707 shares; 2025Q1: 13,706 shares; 2025Q2: 11,352 shares; 2025Q3: 11,352 shares; 2025Q4: 11,405 shares; 2026Q1: 11,405 shares; 2026Q2: 10,052 shares 10,052 $971K 0.11% -1,353 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: 7,926 shares; 2024Q4: 8,449 shares; 2025Q1: 8,565 shares; 2025Q2: 9,798 shares; 2025Q3: 8,618 shares; 2025Q4: 9,086 shares; 2026Q1: 9,480 shares; 2026Q2: 9,850 shares 9,850 $943K 0.11% +370 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: 9,615 shares; 2024Q4: 7,467 shares; 2025Q1: 10,071 shares; 2025Q2: 10,589 shares; 2025Q3: 10,984 shares; 2025Q4: 11,692 shares; 2026Q1: 12,212 shares; 2026Q2: 12,910 shares 12,910 $923K 0.11% +698 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: 3,170 shares; 2024Q4: 3,220 shares; 2025Q1: 3,348 shares; 2025Q2: 2,881 shares; 2025Q3: 2,910 shares; 2025Q4: 2,669 shares; 2026Q1: 2,670 shares; 2026Q2: 2,673 shares 2,673 $904K 0.11% +3 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: 7,476 shares; 2024Q4: 9,910 shares; 2025Q1: 9,922 shares; 2025Q2: 9,932 shares; 2025Q3: 9,942 shares; 2025Q4: 19,892 shares; 2026Q1: 19,898 shares; 2026Q2: 19,904 shares 19,904 $902K 0.11% +6 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: 14,687 shares; 2024Q4: 12,723 shares; 2025Q1: 16,762 shares; 2025Q2: 17,782 shares; 2025Q3: 18,447 shares; 2025Q4: 18,143 shares; 2026Q1: 19,765 shares; 2026Q2: 20,391 shares 20,391 $863K 0.1% +626 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: 5,401 shares; 2024Q4: 4,735 shares; 2025Q1: 5,794 shares; 2025Q2: 5,898 shares; 2025Q3: 5,977 shares; 2025Q4: 6,032 shares; 2026Q1: 6,149 shares; 2026Q2: 6,183 shares 6,183 $846K 0.1% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,017 shares; 2026Q2: 5,872 shares 5,872 $820K 0.1% +855 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,850 shares; 2025Q2: 8,425 shares; 2025Q3: 8,428 shares; 2025Q4: 8,460 shares; 2026Q1: 6,698 shares; 2026Q2: 6,698 shares 6,698 $797K 0.09% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,472 shares; 2025Q2: 2,854 shares; 2025Q3: 2,875 shares; 2025Q4: 3,208 shares; 2026Q1: 3,153 shares; 2026Q2: 3,215 shares 3,215 $764K 0.09% +62 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: 8,998 shares; 2024Q4: 8,881 shares; 2025Q1: 8,966 shares; 2025Q2: 8,870 shares; 2025Q3: 8,882 shares; 2025Q4: 8,909 shares; 2026Q1: 8,194 shares; 2026Q2: 8,205 shares 8,205 $744K 0.09% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,068 shares; 2025Q3: 4,083 shares; 2025Q4: 3,877 shares; 2026Q1: 3,864 shares; 2026Q2: 4,103 shares 4,103 $723K 0.08% +239 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,875 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,875 shares; 2025Q4: 4,875 shares; 2026Q1: 4,875 shares; 2026Q2: 4,875 shares 4,875 $723K 0.08% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,183 shares; 2025Q1: 10,183 shares; 2025Q2: 10,183 shares; 2025Q3: 10,183 shares; 2025Q4: 10,183 shares; 2026Q1: 10,183 shares; 2026Q2: 10,183 shares 10,183 $712K 0.08% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,229 shares; 2024Q4: 4,457 shares; 2025Q1: 4,461 shares; 2025Q2: 4,464 shares; 2025Q3: 4,467 shares; 2025Q4: 4,470 shares; 2026Q1: 4,475 shares; 2026Q2: 4,483 shares 4,483 $688K 0.08% +8 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,071 shares; 2024Q4: 4,078 shares; 2025Q1: 4,085 shares; 2025Q2: 4,093 shares; 2025Q3: 4,100 shares; 2025Q4: 4,106 shares; 2026Q1: 4,459 shares; 2026Q2: 4,120 shares 4,120 $681K 0.08% -339 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: 892 shares; 2024Q4: 893 shares; 2025Q1: 924 shares; 2025Q2: 895 shares; 2025Q3: 896 shares; 2025Q4: 897 shares; 2026Q1: 898 shares; 2026Q2: 906 shares 906 $676K 0.08% +8 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: 955 shares; 2024Q4: 2,065 shares; 2025Q1: 2,002 shares; 2025Q2: 1,991 shares; 2025Q3: 2,001 shares; 2025Q4: 1,978 shares; 2026Q1: 1,978 shares; 2026Q2: 1,981 shares 1,981 $676K 0.08% +3 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: 20,107 shares; 2024Q4: 21,801 shares; 2025Q1: 23,902 shares; 2025Q2: 25,300 shares; 2025Q3: 25,896 shares; 2025Q4: 27,300 shares; 2026Q1: 31,158 shares; 2026Q2: 32,506 shares 32,506 $673K 0.08% +1,348 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,010 shares; 2024Q4: 5,355 shares; 2025Q1: 6,031 shares; 2025Q2: 6,475 shares; 2025Q3: 6,781 shares; 2025Q4: 7,242 shares; 2026Q1: 7,698 shares; 2026Q2: 8,189 shares 8,189 $665K 0.08% +491 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: 2,697 shares; 2024Q4: 3,086 shares; 2025Q1: 3,091 shares; 2025Q2: 3,096 shares; 2025Q3: 3,100 shares; 2025Q4: 3,103 shares; 2026Q1: 3,103 shares; 2026Q2: 3,103 shares 3,103 $660K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: 27,245 shares; 2025Q2: 17,367 shares; 2025Q3: 13,392 shares; 2025Q4: 13,407 shares; 2026Q1: 10,761 shares; 2026Q2: 10,762 shares 10,762 $654K 0.08% +1 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: 5,131 shares; 2024Q4: 5,239 shares; 2025Q1: 5,532 shares; 2025Q2: 5,699 shares; 2025Q3: 5,287 shares; 2025Q4: 5,411 shares; 2026Q1: 4,902 shares; 2026Q2: 4,906 shares 4,906 $650K 0.08% +4 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,897 shares; 2024Q4: 3,490 shares; 2025Q1: 3,493 shares; 2025Q2: 3,399 shares; 2025Q3: 3,382 shares; 2025Q4: 3,038 shares; 2026Q1: 2,721 shares; 2026Q2: 2,157 shares 2,157 $645K 0.08% -564 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: 6,022 shares; 2024Q4: 4,334 shares; 2025Q1: 5,515 shares; 2025Q2: 5,418 shares; 2025Q3: 5,523 shares; 2025Q4: 3,678 shares; 2026Q1: 3,790 shares; 2026Q2: 3,799 shares 3,799 $630K 0.07% +9 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: 6,739 shares; 2024Q4: 7,085 shares; 2025Q1: 6,324 shares; 2025Q2: 6,363 shares; 2025Q3: 6,680 shares; 2025Q4: 6,564 shares; 2026Q1: 8,253 shares; 2026Q2: 8,460 shares 8,460 $609K 0.07% +207 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,344 shares; 2026Q2: 1,392 shares 1,392 $603K 0.07% +48 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: not reported; 2024Q4: not reported; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 897 shares; 2025Q4: 1,398 shares; 2026Q1: 1,188 shares; 2026Q2: 6,962 shares 6,962 $600K 0.07% +5,774 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: not reported; 2024Q4: 5,943 shares; 2025Q1: 7,314 shares; 2025Q2: 7,387 shares; 2025Q3: 5,543 shares; 2025Q4: 5,059 shares; 2026Q1: 5,079 shares; 2026Q2: 5,087 shares 5,087 $594K 0.07% +8 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: not reported; 2024Q4: 1,542 shares; 2025Q1: 2,688 shares; 2025Q2: 2,688 shares; 2025Q3: 2,688 shares; 2025Q4: 2,773 shares; 2026Q1: 2,773 shares; 2026Q2: 2,708 shares 2,708 $590K 0.07% -65 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,389 shares; 2024Q4: 252,863 shares; 2025Q1: 262,288 shares; 2025Q2: 272,605 shares; 2025Q3: 277,897 shares; 2025Q4: 292,607 shares; 2026Q1: 31,423 shares; 2026Q2: 13,008 shares 13,008 $587K 0.07% -18,415 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: 2,741 shares; 2024Q4: 2,936 shares; 2025Q1: 4,062 shares; 2025Q2: 4,430 shares; 2025Q3: 4,681 shares; 2025Q4: 5,797 shares; 2026Q1: 4,419 shares; 2026Q2: 4,593 shares 4,593 $580K 0.07% +174 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: 924 shares; 2024Q4: 1,119 shares; 2025Q1: 1,376 shares; 2025Q2: 1,490 shares; 2025Q3: 1,555 shares; 2025Q4: 1,775 shares; 2026Q1: 1,879 shares; 2026Q2: 1,994 shares 1,994 $579K 0.07% +115 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: 556 shares; 2024Q4: 553 shares; 2025Q1: 607 shares; 2025Q2: 611 shares; 2025Q3: 591 shares; 2025Q4: 585 shares; 2026Q1: 600 shares; 2026Q2: 612 shares 612 $572K 0.07% +12 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,755 shares; 2026Q1: 10,755 shares; 2026Q2: 10,755 shares 10,755 $567K 0.07% 0 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: 1,071 shares; 2024Q4: 976 shares; 2025Q1: 879 shares; 2025Q2: 930 shares; 2025Q3: 966 shares; 2025Q4: 985 shares; 2026Q1: 1,039 shares; 2026Q2: 1,098 shares 1,098 $560K 0.07% +59 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: 4,699 shares; 2024Q4: 5,891 shares; 2025Q1: 5,891 shares; 2025Q2: 5,891 shares; 2025Q3: 5,891 shares; 2025Q4: 6,584 shares; 2026Q1: 6,584 shares; 2026Q2: 6,584 shares 6,584 $551K 0.06% 0 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: 1,594 shares; 2024Q4: 1,375 shares; 2025Q1: 2,181 shares; 2025Q2: 1,255 shares; 2025Q3: 1,695 shares; 2025Q4: 1,179 shares; 2026Q1: 1,248 shares; 2026Q2: 1,297 shares 1,297 $539K 0.06% +49 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: 2,821 shares; 2024Q4: 2,915 shares; 2025Q1: 2,957 shares; 2025Q2: 3,436 shares; 2025Q3: 3,456 shares; 2025Q4: 3,516 shares; 2026Q1: 3,396 shares; 2026Q2: 3,483 shares 3,483 $528K 0.06% +87 Timeline CGMS 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: 10,209 shares; 2024Q4: 10,563 shares; 2025Q1: 17,574 shares; 2025Q2: 16,579 shares; 2025Q3: 16,579 shares; 2025Q4: 20,079 shares; 2026Q1: 20,079 shares; 2026Q2: 19,149 shares 19,149 $523K 0.06% -930 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: 3,806 shares; 2024Q4: 3,806 shares; 2025Q1: 3,806 shares; 2025Q2: 3,806 shares; 2025Q3: 3,806 shares; 2025Q4: 3,806 shares; 2026Q1: 3,806 shares; 2026Q2: 3,806 shares 3,806 $520K 0.06% 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: 14,552 shares; 2024Q4: 16,328 shares; 2025Q1: 18,054 shares; 2025Q2: 16,694 shares; 2025Q3: 16,885 shares; 2025Q4: 17,137 shares; 2026Q1: 19,651 shares; 2026Q2: 19,866 shares 19,866 $518K 0.06% +215 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: 2,225 shares; 2024Q4: 2,341 shares; 2025Q1: 2,603 shares; 2025Q2: 2,769 shares; 2025Q3: 2,871 shares; 2025Q4: 2,078 shares; 2026Q1: 2,094 shares; 2026Q2: 2,101 shares 2,101 $517K 0.06% +7 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: 8,162 shares; 2024Q4: 8,739 shares; 2025Q1: 8,530 shares; 2025Q2: 8,687 shares; 2025Q3: 8,754 shares; 2025Q4: 8,821 shares; 2026Q1: 9,136 shares; 2026Q2: 9,152 shares 9,152 $516K 0.06% +16 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: not reported; 2024Q4: not reported; 2025Q1: 434 shares; 2025Q2: 397 shares; 2025Q3: 398 shares; 2025Q4: 444 shares; 2026Q1: 478 shares; 2026Q2: 502 shares 502 $508K 0.06% +24 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 746 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 703 shares; 2026Q1: 710 shares; 2026Q2: 710 shares 710 $506K 0.06% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,165 shares; 2024Q4: 2,213 shares; 2025Q1: 2,339 shares; 2025Q2: 2,387 shares; 2025Q3: 2,414 shares; 2025Q4: 2,353 shares; 2026Q1: 2,365 shares; 2026Q2: 2,365 shares 2,365 $504K 0.06% 0 Timeline FLTB 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: 10,608 shares; 2024Q4: 11,280 shares; 2025Q1: 10,687 shares; 2025Q2: 10,689 shares; 2025Q3: 10,689 shares; 2025Q4: 9,889 shares; 2026Q1: 9,889 shares; 2026Q2: 9,719 shares 9,719 $487K 0.06% -170 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,177 shares; 2025Q2: 1,231 shares; 2025Q3: 1,230 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares; 2026Q2: 1,286 shares 1,286 $481K 0.06% +53 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: 15,378 shares; 2024Q4: 12,239 shares; 2025Q1: 20,023 shares; 2025Q2: 21,301 shares; 2025Q3: 22,166 shares; 2025Q4: 15,463 shares; 2026Q1: 17,193 shares; 2026Q2: 18,823 shares 18,823 $453K 0.05% +1,630 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: 1,219 shares; 2024Q4: 1,275 shares; 2025Q1: 1,296 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,274 shares; 2026Q1: 1,471 shares; 2026Q2: 1,275 shares 1,275 $450K 0.05% -196 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,407 shares; 2024Q4: 1,191 shares; 2025Q1: 1,448 shares; 2025Q2: 1,457 shares; 2025Q3: 1,465 shares; 2025Q4: 1,475 shares; 2026Q1: 1,195 shares; 2026Q2: 1,196 shares 1,196 $449K 0.05% +1 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 4,770 shares; 2026Q2: 4,768 shares 4,768 $447K 0.05% -2 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: 4,547 shares; 2024Q4: 4,765 shares; 2025Q1: 3,638 shares; 2025Q2: 2,845 shares; 2025Q3: 2,843 shares; 2025Q4: 2,373 shares; 2026Q1: 2,374 shares; 2026Q2: 2,943 shares 2,943 $431K 0.05% +569 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: 1,729 shares; 2024Q4: 1,943 shares; 2025Q1: 2,003 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,593 shares; 2026Q1: 1,593 shares; 2026Q2: 1,593 shares 1,593 $431K 0.05% 0 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: not reported; 2024Q4: 3,006 shares; 2025Q1: 3,463 shares; 2025Q2: 3,023 shares; 2025Q3: 3,030 shares; 2025Q4: 3,035 shares; 2026Q1: 3,052 shares; 2026Q2: 3,054 shares 3,054 $427K 0.05% +2 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: 2,271 shares; 2024Q4: 2,816 shares; 2025Q1: 3,053 shares; 2025Q2: 2,950 shares; 2025Q3: 2,784 shares; 2025Q4: 2,643 shares; 2026Q1: 2,644 shares; 2026Q2: 2,696 shares 2,696 $422K 0.05% +52 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: 8,929 shares; 2024Q4: 7,279 shares; 2025Q1: 4,391 shares; 2025Q2: 4,411 shares; 2025Q3: not reported; 2025Q4: 4,329 shares; 2026Q1: 4,329 shares; 2026Q2: 4,334 shares 4,334 $414K 0.05% +5 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,006 shares; 2024Q4: 6,956 shares; 2025Q1: 4,061 shares; 2025Q2: 4,065 shares; 2025Q3: 4,095 shares; 2025Q4: 4,049 shares; 2026Q1: 4,055 shares; 2026Q2: 3,731 shares 3,731 $410K 0.05% -324 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,583 shares; 2024Q4: 2,670 shares; 2025Q1: 1,748 shares; 2025Q2: 1,770 shares; 2025Q3: 1,771 shares; 2025Q4: 1,756 shares; 2026Q1: 1,771 shares; 2026Q2: 1,757 shares 1,757 $403K 0.05% -14 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,243 shares; 2024Q4: 2,390 shares; 2025Q1: 2,367 shares; 2025Q2: 2,419 shares; 2025Q3: 2,435 shares; 2025Q4: 2,463 shares; 2026Q1: 2,560 shares; 2026Q2: 2,574 shares 2,574 $401K 0.05% +14 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: 2,445 shares; 2024Q4: not reported; 2025Q1: 3,294 shares; 2025Q2: 3,459 shares; 2025Q3: 3,673 shares; 2025Q4: 4,451 shares; 2026Q1: 4,814 shares; 2026Q2: 5,166 shares 5,166 $391K 0.05% +352 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: not reported; 2024Q4: 893 shares; 2025Q1: 1,330 shares; 2025Q2: 1,294 shares; 2025Q3: 1,295 shares; 2025Q4: 1,074 shares; 2026Q1: 1,075 shares; 2026Q2: 1,119 shares 1,119 $384K 0.05% +44 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: 6,909 shares; 2024Q4: 6,922 shares; 2025Q1: 6,951 shares; 2025Q2: 4,908 shares; 2025Q3: 4,916 shares; 2025Q4: 5,262 shares; 2026Q1: 5,265 shares; 2026Q2: 5,273 shares 5,273 $376K 0.04% +8 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: 1,210 shares; 2024Q4: 1,447 shares; 2025Q1: 1,538 shares; 2025Q2: 1,535 shares; 2025Q3: 1,558 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,258 shares 1,258 $375K 0.04% new 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: 723 shares; 2024Q4: 746 shares; 2025Q1: 810 shares; 2025Q2: 798 shares; 2025Q3: 811 shares; 2025Q4: 815 shares; 2026Q1: 815 shares; 2026Q2: 822 shares 822 $372K 0.04% +7 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,434 shares; 2025Q1: 1,118 shares; 2025Q2: 1,138 shares; 2025Q3: 1,147 shares; 2025Q4: 1,155 shares; 2026Q1: 1,140 shares; 2026Q2: 1,141 shares 1,141 $362K 0.04% +1 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: 1,054 shares; 2024Q4: 1,036 shares; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: 1,514 shares; 2025Q4: 1,698 shares; 2026Q1: 1,768 shares; 2026Q2: 1,880 shares 1,880 $358K 0.04% +112 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: 874 shares; 2024Q4: 907 shares; 2025Q1: 975 shares; 2025Q2: 989 shares; 2025Q3: 907 shares; 2025Q4: 6,012 shares; 2026Q1: 6,085 shares; 2026Q2: 4,878 shares 4,878 $348K 0.04% -1,207 Timeline DFSU 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: 7,313 shares; 2025Q3: 7,313 shares; 2025Q4: 7,313 shares; 2026Q1: 7,313 shares; 2026Q2: 7,313 shares 7,313 $341K 0.04% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,613 shares; 2024Q4: 2,309 shares; 2025Q1: 2,007 shares; 2025Q2: 2,004 shares; 2025Q3: 2,017 shares; 2025Q4: 2,010 shares; 2026Q1: 2,013 shares; 2026Q2: 2,017 shares 2,017 $338K 0.04% +4 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: not reported; 2024Q4: not reported; 2025Q1: 2,595 shares; 2025Q2: 1,842 shares; 2025Q3: 1,844 shares; 2025Q4: 1,850 shares; 2026Q1: 1,604 shares; 2026Q2: 1,604 shares 1,604 $317K 0.04% 0 Timeline QYLD 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: 14,163 shares; 2024Q4: 14,171 shares; 2025Q1: 28,962 shares; 2025Q2: 23,690 shares; 2025Q3: 22,097 shares; 2025Q4: 18,061 shares; 2026Q1: 18,127 shares; 2026Q2: 17,174 shares 17,174 $317K 0.04% -953 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,795 shares; 2026Q2: 1,227 shares 1,227 $313K 0.04% -568 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: 2,654 shares; 2024Q4: 2,227 shares; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: 2,023 shares; 2025Q4: 2,010 shares; 2026Q1: 2,008 shares; 2026Q2: 904 shares 904 $303K 0.04% -1,104 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,275 shares; 2024Q4: 3,101 shares; 2025Q1: 2,395 shares; 2025Q2: 2,403 shares; 2025Q3: 2,403 shares; 2025Q4: 2,416 shares; 2026Q1: 2,416 shares; 2026Q2: 2,422 shares 2,422 $301K 0.04% +6 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: not reported; 2024Q4: 1,090 shares; 2025Q1: not reported; 2025Q2: 1,090 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares; 2026Q2: 1,034 shares 1,034 $295K 0.03% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: 3,475 shares; 2026Q1: 4,142 shares; 2026Q2: 4,153 shares 4,153 $291K 0.03% +11 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: 3,502 shares; 2024Q4: 3,502 shares; 2025Q1: 3,502 shares; 2025Q2: 3,502 shares; 2025Q3: 3,502 shares; 2025Q4: 3,502 shares; 2026Q1: 3,502 shares; 2026Q2: 3,502 shares 3,502 $287K 0.03% 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: 2,783 shares; 2024Q4: 3,610 shares; 2025Q1: 3,545 shares; 2025Q2: 3,054 shares; 2025Q3: 3,061 shares; 2025Q4: 3,067 shares; 2026Q1: 3,075 shares; 2026Q2: 2,970 shares 2,970 $286K 0.03% -105 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,009 shares; 2026Q2: 1,055 shares 1,055 $284K 0.03% +46 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $283K 0.03% 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: not reported; 2024Q4: 872 shares; 2025Q1: 1,000 shares; 2025Q2: 989 shares; 2025Q3: 998 shares; 2025Q4: 1,003 shares; 2026Q1: 1,003 shares; 2026Q2: 1,006 shares 1,006 $282K 0.03% +3 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: 8,585 shares; 2024Q4: 6,978 shares; 2025Q1: 9,746 shares; 2025Q2: 10,151 shares; 2025Q3: 10,424 shares; 2025Q4: 9,786 shares; 2026Q1: 10,674 shares; 2026Q2: 11,470 shares 11,470 $282K 0.03% +796 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: not reported; 2024Q4: not reported; 2025Q1: 1,683 shares; 2025Q2: 1,402 shares; 2025Q3: 1,404 shares; 2025Q4: 1,436 shares; 2026Q1: 1,437 shares; 2026Q2: 1,439 shares 1,439 $273K 0.03% +2 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: 7,091 shares; 2024Q4: 6,432 shares; 2025Q1: 7,184 shares; 2025Q2: 7,153 shares; 2025Q3: 4,921 shares; 2025Q4: 3,041 shares; 2026Q1: 3,227 shares; 2026Q2: 3,069 shares 3,069 $269K 0.03% -158 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,006 shares 2,006 $268K 0.03% new 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: 817 shares; 2024Q4: 842 shares; 2025Q1: 888 shares; 2025Q2: 876 shares; 2025Q3: 883 shares; 2025Q4: 821 shares; 2026Q1: 827 shares; 2026Q2: 828 shares 828 $261K 0.03% +1 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC 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: 1,525 shares 1,525 $259K 0.03% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 756 shares; 2025Q3: 753 shares; 2025Q4: not reported; 2026Q1: 889 shares; 2026Q2: 938 shares 938 $259K 0.03% +49 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 455 shares; 2026Q2: 373 shares 373 $256K 0.03% -82 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: 1,569 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,443 shares; 2026Q2: 1,455 shares 1,455 $255K 0.03% +12 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,468 shares; 2025Q1: not reported; 2025Q2: 8,468 shares; 2025Q3: 8,468 shares; 2025Q4: 8,468 shares; 2026Q1: 8,468 shares; 2026Q2: 8,192 shares 8,192 $252K 0.03% -276 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 2,939 shares; 2026Q1: 2,939 shares; 2026Q2: 2,919 shares 2,919 $252K 0.03% -20 Timeline HYG 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: 3,137 shares; 2025Q2: 3,137 shares; 2025Q3: 3,137 shares; 2025Q4: 3,137 shares; 2026Q1: 3,137 shares; 2026Q2: 3,137 shares 3,137 $251K 0.03% 0 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: 3,184 shares; 2024Q4: not reported; 2025Q1: 3,233 shares; 2025Q2: 3,231 shares; 2025Q3: 3,248 shares; 2025Q4: 3,114 shares; 2026Q1: 3,153 shares; 2026Q2: 3,168 shares 3,168 $248K 0.03% +15 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: not reported; 2024Q4: 422 shares; 2025Q1: 455 shares; 2025Q2: 473 shares; 2025Q3: 472 shares; 2025Q4: 437 shares; 2026Q1: 437 shares; 2026Q2: 470 shares 470 $242K 0.03% +33 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: not reported; 2024Q4: not reported; 2025Q1: 1,325 shares; 2025Q2: 915 shares; 2025Q3: 917 shares; 2025Q4: 918 shares; 2026Q1: not reported; 2026Q2: 762 shares 762 $233K 0.03% new Timeline PLXS PLEXUS CORP More: the full row for PLEXUS 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: 760 shares 760 $229K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,093 shares 1,093 $229K 0.03% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,163 shares; 2025Q4: 899 shares; 2026Q1: 951 shares; 2026Q2: 951 shares 951 $226K 0.03% 0 Timeline IJJ 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: 1,515 shares; 2026Q2: 1,515 shares 1,515 $224K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 601 shares 601 $223K 0.03% new Timeline FCOR 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: not reported; 2024Q4: 4,564 shares; 2025Q1: 4,538 shares; 2025Q2: 4,538 shares; 2025Q3: 4,538 shares; 2025Q4: 4,538 shares; 2026Q1: 4,538 shares; 2026Q2: 4,538 shares 4,538 $214K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,344 shares 3,344 $209K 0.02% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,220 shares 1,220 $208K 0.02% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,197 shares; 2024Q4: 2,101 shares; 2025Q1: 2,234 shares; 2025Q2: 2,224 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,496 shares 1,496 $205K 0.02% new Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION 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: 14,615 shares; 2026Q2: 11,396 shares 11,396 $165K 0.02% -3,219 Timeline OSG OCTAVE SPECIALTY GROUP INC More: the full row for OCTAVE SPECIALTY 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: not reported; 2026Q1: not reported; 2026Q2: 10,911 shares 10,911 $68.1K 0.01% new Timeline