DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 824,882 shares; 2026Q1: 3,484,718 shares; 2026Q2: 3,637,438 shares 3,637,438 $150M 7.75% +152,720 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: 179,823 shares; 2024Q4: 183,144 shares; 2025Q1: 167,606 shares; 2025Q2: 166,332 shares; 2025Q3: 167,297 shares; 2025Q4: 144,978 shares; 2026Q1: 167,634 shares; 2026Q2: 171,795 shares 171,795 $129M 6.64% +4,161 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: 1,355,457 shares; 2024Q4: 1,550,144 shares; 2025Q1: 1,905,268 shares; 2025Q2: 1,998,346 shares; 2025Q3: 2,113,419 shares; 2025Q4: 2,140,215 shares; 2026Q1: 2,269,756 shares; 2026Q2: 2,446,971 shares 2,446,971 $111M 5.75% +177,215 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,104 shares; 2024Q4: 310,196 shares; 2025Q1: 303,752 shares; 2025Q2: 303,806 shares; 2025Q3: 302,543 shares; 2025Q4: 252,707 shares; 2026Q1: 247,303 shares; 2026Q2: 249,432 shares 249,432 $102M 5.27% +2,129 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: 523,351 shares; 2026Q1: 2,179,072 shares; 2026Q2: 2,299,652 shares 2,299,652 $92.5M 4.77% +120,580 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: 640,130 shares; 2024Q4: 631,509 shares; 2025Q1: 627,658 shares; 2025Q2: 643,508 shares; 2025Q3: 647,528 shares; 2025Q4: 601,023 shares; 2026Q1: 620,277 shares; 2026Q2: 652,197 shares 652,197 $64.6M 3.33% +31,920 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: not reported; 2024Q4: not reported; 2025Q1: 1,797,532 shares; 2025Q2: 1,710,919 shares; 2025Q3: 1,720,748 shares; 2025Q4: 1,378,198 shares; 2026Q1: 529,601 shares; 2026Q2: 519,610 shares 519,610 $44.4M 2.29% -9,991 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: 1,865,928 shares; 2024Q4: 1,921,183 shares; 2025Q1: 1,015,961 shares; 2025Q2: 999,160 shares; 2025Q3: 977,845 shares; 2025Q4: 838,536 shares; 2026Q1: 525,701 shares; 2026Q2: 531,768 shares 531,768 $37.9M 1.96% +6,067 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: 284,622 shares; 2024Q4: 273,206 shares; 2025Q1: 153,831 shares; 2025Q2: 147,767 shares; 2025Q3: 143,183 shares; 2025Q4: 122,922 shares; 2026Q1: 160,281 shares; 2026Q2: 162,551 shares 162,551 $36.9M 1.91% +2,270 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: 840,305 shares; 2024Q4: 894,189 shares; 2025Q1: 857,122 shares; 2025Q2: 853,785 shares; 2025Q3: 851,775 shares; 2025Q4: 647,233 shares; 2026Q1: 376,669 shares; 2026Q2: 368,453 shares 368,453 $35.6M 1.84% -8,216 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: 145,453 shares; 2024Q4: 142,281 shares; 2025Q1: 139,860 shares; 2025Q2: 141,071 shares; 2025Q3: 137,908 shares; 2025Q4: 130,670 shares; 2026Q1: 120,788 shares; 2026Q2: 120,271 shares 120,271 $34.8M 1.8% -517 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 459,243 shares; 2025Q2: 461,073 shares; 2025Q3: 444,445 shares; 2025Q4: 368,249 shares; 2026Q1: 270,806 shares; 2026Q2: 279,192 shares 279,192 $32.7M 1.69% +8,386 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: 101,036 shares; 2024Q4: 97,260 shares; 2025Q1: 90,323 shares; 2025Q2: 90,884 shares; 2025Q3: 85,444 shares; 2025Q4: 79,606 shares; 2026Q1: 80,067 shares; 2026Q2: 77,392 shares 77,392 $29.2M 1.51% -2,675 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,215 shares; 2026Q1: 389,812 shares; 2026Q2: 414,681 shares 414,681 $28.2M 1.46% +24,869 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: 80,123 shares; 2024Q4: 78,843 shares; 2025Q1: 77,818 shares; 2025Q2: 80,297 shares; 2025Q3: 78,994 shares; 2025Q4: 73,432 shares; 2026Q1: 62,754 shares; 2026Q2: 73,746 shares 73,746 $26.4M 1.36% +10,992 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: 54,461 shares; 2024Q4: 53,926 shares; 2025Q1: 53,464 shares; 2025Q2: 52,996 shares; 2025Q3: 52,552 shares; 2025Q4: 49,928 shares; 2026Q1: 49,314 shares; 2026Q2: 197,013 shares 197,013 $24.5M 1.26% +147,699 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: 186,379 shares; 2024Q4: 197,426 shares; 2025Q1: 309,117 shares; 2025Q2: 317,283 shares; 2025Q3: 335,876 shares; 2025Q4: 295,969 shares; 2026Q1: 358,233 shares; 2026Q2: 399,288 shares 399,288 $20.5M 1.06% +41,055 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,692 shares; 2024Q4: 87,702 shares; 2025Q1: 51,277 shares; 2025Q2: 50,674 shares; 2025Q3: 49,633 shares; 2025Q4: 71,740 shares; 2026Q1: 176,215 shares; 2026Q2: 208,830 shares 208,830 $19.7M 1.02% +32,615 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: 153,154 shares; 2024Q4: 159,344 shares; 2025Q1: 160,411 shares; 2025Q2: 150,354 shares; 2025Q3: 152,880 shares; 2025Q4: 138,649 shares; 2026Q1: 127,395 shares; 2026Q2: 127,386 shares 127,386 $18.9M 0.98% -9 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: 29,150 shares; 2024Q4: 72,065 shares; 2025Q1: 74,217 shares; 2025Q2: 78,033 shares; 2025Q3: 77,303 shares; 2025Q4: 77,912 shares; 2026Q1: 77,315 shares; 2026Q2: 94,375 shares 94,375 $18.9M 0.97% +17,060 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 221,876 shares; 2025Q3: 221,778 shares; 2025Q4: 207,164 shares; 2026Q1: 199,872 shares; 2026Q2: 189,126 shares 189,126 $18.1M 0.93% -10,746 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: 101,664 shares; 2024Q4: 86,029 shares; 2025Q1: 78,852 shares; 2025Q2: 98,635 shares; 2025Q3: 96,423 shares; 2025Q4: 160,963 shares; 2026Q1: 91,237 shares; 2026Q2: 89,814 shares 89,814 $17.1M 0.88% -1,423 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,971 shares; 2026Q1: 131,421 shares; 2026Q2: 166,474 shares 166,474 $16.7M 0.86% +35,053 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: 8,326 shares; 2024Q4: 8,628 shares; 2025Q1: 6,170 shares; 2025Q2: 6,172 shares; 2025Q3: 7,004 shares; 2025Q4: 20,532 shares; 2026Q1: 79,446 shares; 2026Q2: 85,108 shares 85,108 $16.3M 0.84% +5,662 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: 267,170 shares; 2024Q4: 277,387 shares; 2025Q1: 361,468 shares; 2025Q2: 356,555 shares; 2025Q3: 365,568 shares; 2025Q4: 292,127 shares; 2026Q1: 215,447 shares; 2026Q2: 205,971 shares 205,971 $15.9M 0.82% -9,476 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,154 shares; 2024Q4: 44,280 shares; 2025Q1: 44,070 shares; 2025Q2: 46,875 shares; 2025Q3: 46,107 shares; 2025Q4: 43,371 shares; 2026Q1: 40,121 shares; 2026Q2: 41,349 shares 41,349 $15.4M 0.8% +1,228 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: 381,083 shares; 2024Q4: 398,473 shares; 2025Q1: 431,773 shares; 2025Q2: 426,320 shares; 2025Q3: 432,804 shares; 2025Q4: 328,977 shares; 2026Q1: 186,059 shares; 2026Q2: 182,138 shares 182,138 $15.1M 0.78% -3,921 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: 17,741 shares; 2024Q4: 17,463 shares; 2025Q1: 16,810 shares; 2025Q2: 17,251 shares; 2025Q3: 17,049 shares; 2025Q4: 16,659 shares; 2026Q1: 15,006 shares; 2026Q2: 15,107 shares 15,107 $14.1M 0.73% +101 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,214 shares; 2024Q4: 16,317 shares; 2025Q1: 286,010 shares; 2025Q2: 317,019 shares; 2025Q3: 322,162 shares; 2025Q4: 256,654 shares; 2026Q1: 79,826 shares; 2026Q2: 89,697 shares 89,697 $14.1M 0.73% +9,871 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,651 shares; 2026Q1: 93,105 shares; 2026Q2: 119,027 shares 119,027 $14M 0.72% +25,922 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,170 shares; 2024Q4: 6,259 shares; 2025Q1: 6,216 shares; 2025Q2: 6,180 shares; 2025Q3: 6,110 shares; 2025Q4: 7,206 shares; 2026Q1: 6,435 shares; 2026Q2: 11,556 shares 11,556 $13.9M 0.72% +5,121 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,415 shares; 2026Q1: 299,739 shares; 2026Q2: 314,636 shares 314,636 $13.6M 0.7% +14,897 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 312,637 shares; 2026Q2: 338,555 shares 338,555 $13.4M 0.69% +25,918 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,603 shares; 2025Q4: 19,547 shares; 2026Q1: 19,002 shares; 2026Q2: 18,412 shares 18,412 $13.3M 0.68% -590 Timeline SHY 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: 24,494 shares; 2026Q1: 115,955 shares; 2026Q2: 155,453 shares 155,453 $12.8M 0.66% +39,498 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: 866,788 shares; 2024Q4: 882,140 shares; 2025Q1: 446,423 shares; 2025Q2: 391,030 shares; 2025Q3: 383,799 shares; 2025Q4: 299,207 shares; 2026Q1: 124,353 shares; 2026Q2: 124,567 shares 124,567 $12.7M 0.66% +214 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: 85,331 shares; 2024Q4: 84,683 shares; 2025Q1: 83,858 shares; 2025Q2: 85,826 shares; 2025Q3: 85,550 shares; 2025Q4: 83,915 shares; 2026Q1: 81,843 shares; 2026Q2: 81,312 shares 81,312 $12.3M 0.64% -531 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: 8,932 shares; 2024Q4: 8,899 shares; 2025Q1: 8,713 shares; 2025Q2: 128,843 shares; 2025Q3: 126,027 shares; 2025Q4: 124,581 shares; 2026Q1: 124,008 shares; 2026Q2: 125,312 shares 125,312 $11.5M 0.6% +1,304 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: 152,841 shares; 2024Q4: 198,644 shares; 2025Q1: 178,042 shares; 2025Q2: 172,190 shares; 2025Q3: 169,644 shares; 2025Q4: 155,108 shares; 2026Q1: 150,734 shares; 2026Q2: 155,905 shares 155,905 $11.4M 0.59% +5,171 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: 48,175 shares; 2024Q4: 47,931 shares; 2025Q1: 48,896 shares; 2025Q2: 50,744 shares; 2025Q3: 50,439 shares; 2025Q4: 49,281 shares; 2026Q1: 47,232 shares; 2026Q2: 47,105 shares 47,105 $11.2M 0.58% -127 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: 151,770 shares; 2024Q4: 159,827 shares; 2025Q1: 166,778 shares; 2025Q2: 170,130 shares; 2025Q3: 171,949 shares; 2025Q4: 146,836 shares; 2026Q1: 147,118 shares; 2026Q2: 155,004 shares 155,004 $10.8M 0.56% +7,886 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: 4,501 shares; 2024Q4: 5,303 shares; 2025Q1: 8,501 shares; 2025Q2: 10,894 shares; 2025Q3: 14,804 shares; 2025Q4: 15,327 shares; 2026Q1: 15,722 shares; 2026Q2: 15,642 shares 15,642 $10.7M 0.55% -80 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: 9,334 shares; 2024Q4: 9,154 shares; 2025Q1: 9,060 shares; 2025Q2: 10,307 shares; 2025Q3: 10,055 shares; 2025Q4: 9,909 shares; 2026Q1: 9,613 shares; 2026Q2: 10,027 shares 10,027 $10.7M 0.55% +414 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: 17,582 shares; 2024Q4: 17,759 shares; 2025Q1: 18,412 shares; 2025Q2: 19,935 shares; 2025Q3: 19,685 shares; 2025Q4: 19,873 shares; 2026Q1: 20,012 shares; 2026Q2: 20,434 shares 20,434 $10.6M 0.55% +422 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,808 shares; 2024Q4: 151,197 shares; 2025Q1: 109,784 shares; 2025Q2: 233,358 shares; 2025Q3: 230,443 shares; 2025Q4: 217,633 shares; 2026Q1: 194,705 shares; 2026Q2: 197,491 shares 197,491 $10.4M 0.54% +2,786 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: 13,687 shares; 2024Q4: 13,748 shares; 2025Q1: 13,949 shares; 2025Q2: 14,549 shares; 2025Q3: 14,335 shares; 2025Q4: 14,102 shares; 2026Q1: 13,599 shares; 2026Q2: 13,629 shares 13,629 $10.3M 0.53% +30 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: 923,401 shares; 2024Q4: 956,262 shares; 2025Q1: 611,538 shares; 2025Q2: 584,198 shares; 2025Q3: 571,703 shares; 2025Q4: 445,359 shares; 2026Q1: 198,892 shares; 2026Q2: 193,864 shares 193,864 $10.2M 0.53% -5,028 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,461 shares; 2024Q4: 18,044 shares; 2025Q1: 16,986 shares; 2025Q2: 19,829 shares; 2025Q3: 19,929 shares; 2025Q4: 19,865 shares; 2026Q1: 19,452 shares; 2026Q2: 19,520 shares 19,520 $10.2M 0.53% +68 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: 43,697 shares; 2024Q4: 43,746 shares; 2025Q1: 43,580 shares; 2025Q2: 45,391 shares; 2025Q3: 45,336 shares; 2025Q4: 45,435 shares; 2026Q1: 45,191 shares; 2026Q2: 45,783 shares 45,783 $10.2M 0.53% +592 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,317 shares; 2024Q4: 365,416 shares; 2025Q1: 215,150 shares; 2025Q2: 207,352 shares; 2025Q3: 135,879 shares; 2025Q4: 129,261 shares; 2026Q1: 57,791 shares; 2026Q2: 53,247 shares 53,247 $9.85M 0.51% -4,544 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: 20,576 shares; 2024Q4: 20,386 shares; 2025Q1: 20,385 shares; 2025Q2: 20,901 shares; 2025Q3: 20,701 shares; 2025Q4: 20,762 shares; 2026Q1: 19,499 shares; 2026Q2: 19,157 shares 19,157 $9.84M 0.51% -342 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: 18,443 shares; 2024Q4: 18,407 shares; 2025Q1: 18,658 shares; 2025Q2: 31,803 shares; 2025Q3: 31,563 shares; 2025Q4: 27,684 shares; 2026Q1: 27,091 shares; 2026Q2: 26,180 shares 26,180 $9.58M 0.49% -911 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: not reported; 2025Q3: 40,350 shares; 2025Q4: 45,752 shares; 2026Q1: 51,304 shares; 2026Q2: 54,132 shares 54,132 $9.54M 0.49% +2,828 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,256 shares; 2024Q4: 20,755 shares; 2025Q1: 20,526 shares; 2025Q2: 20,822 shares; 2025Q3: 20,958 shares; 2025Q4: 20,379 shares; 2026Q1: 19,701 shares; 2026Q2: 20,114 shares 20,114 $9.32M 0.48% +413 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: 19,384 shares; 2024Q4: 18,844 shares; 2025Q1: 18,567 shares; 2025Q2: 18,557 shares; 2025Q3: 18,475 shares; 2025Q4: 18,023 shares; 2026Q1: 17,813 shares; 2026Q2: 105,153 shares 105,153 $9.06M 0.47% +87,340 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: 411,456 shares; 2024Q4: 483,943 shares; 2025Q1: 517,950 shares; 2025Q2: 421,860 shares; 2025Q3: 414,427 shares; 2025Q4: 342,459 shares; 2026Q1: 173,697 shares; 2026Q2: 166,038 shares 166,038 $8.9M 0.46% -7,659 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,521 shares; 2025Q4: 19,054 shares; 2026Q1: 21,390 shares; 2026Q2: 22,152 shares 22,152 $8.89M 0.46% +762 Timeline AIQ 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: 118,077 shares; 2026Q1: 127,047 shares; 2026Q2: 127,392 shares 127,392 $8.36M 0.43% +345 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: 126,118 shares; 2024Q4: 123,711 shares; 2025Q1: 124,836 shares; 2025Q2: 145,248 shares; 2025Q3: 152,156 shares; 2025Q4: 124,830 shares; 2026Q1: 54,632 shares; 2026Q2: 49,914 shares 49,914 $7.92M 0.41% -4,718 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: 5,859 shares; 2024Q4: 13,787 shares; 2025Q1: 15,013 shares; 2025Q2: 15,307 shares; 2025Q3: 15,621 shares; 2025Q4: 15,771 shares; 2026Q1: 13,559 shares; 2026Q2: 13,635 shares 13,635 $7.68M 0.4% +76 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: 76,644 shares; 2024Q4: 77,438 shares; 2025Q1: 78,594 shares; 2025Q2: 77,538 shares; 2025Q3: 76,957 shares; 2025Q4: 76,656 shares; 2026Q1: 75,149 shares; 2026Q2: 77,821 shares 77,821 $7.64M 0.39% +2,672 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: 26,448 shares; 2024Q4: 26,037 shares; 2025Q1: 25,933 shares; 2025Q2: 26,884 shares; 2025Q3: 26,926 shares; 2025Q4: 24,703 shares; 2026Q1: 22,874 shares; 2026Q2: 23,301 shares 23,301 $7.63M 0.39% +427 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: 7,171 shares; 2024Q4: 7,168 shares; 2025Q1: 7,516 shares; 2025Q2: 7,511 shares; 2025Q3: 8,235 shares; 2025Q4: 19,856 shares; 2026Q1: 22,756 shares; 2026Q2: 21,189 shares 21,189 $7.51M 0.39% -1,567 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: 9,720 shares; 2024Q4: 9,603 shares; 2025Q1: 9,500 shares; 2025Q2: 10,708 shares; 2025Q3: 10,887 shares; 2025Q4: 10,606 shares; 2026Q1: 10,183 shares; 2026Q2: 10,041 shares 10,041 $7.39M 0.38% -142 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: 215,019 shares; 2024Q4: 414,282 shares; 2025Q1: 357,843 shares; 2025Q2: 349,783 shares; 2025Q3: 344,193 shares; 2025Q4: 294,393 shares; 2026Q1: 273,337 shares; 2026Q2: 266,455 shares 266,455 $7.38M 0.38% -6,882 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: 32,459 shares; 2024Q4: 32,247 shares; 2025Q1: 29,360 shares; 2025Q2: 28,824 shares; 2025Q3: 28,623 shares; 2025Q4: 25,335 shares; 2026Q1: 24,216 shares; 2026Q2: 23,903 shares 23,903 $7.18M 0.37% -313 Timeline ISCG 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: 125,508 shares; 2025Q4: 106,635 shares; 2026Q1: 105,477 shares; 2026Q2: 107,441 shares 107,441 $7.04M 0.36% +1,964 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: 15,480 shares 15,480 $6.68M 0.34% new 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: 41,545 shares; 2024Q4: 41,146 shares; 2025Q1: 37,372 shares; 2025Q2: 35,685 shares; 2025Q3: 35,613 shares; 2025Q4: 33,161 shares; 2026Q1: 39,930 shares; 2026Q2: 40,778 shares 40,778 $6.67M 0.34% +848 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: 8,729 shares; 2024Q4: 8,908 shares; 2025Q1: 9,607 shares; 2025Q2: 9,802 shares; 2025Q3: 9,499 shares; 2025Q4: 95,276 shares; 2026Q1: 91,234 shares; 2026Q2: 92,076 shares 92,076 $6.57M 0.34% +842 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,947 shares 10,947 $6.36M 0.33% new 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: 10,650 shares; 2024Q4: 10,106 shares; 2025Q1: 10,156 shares; 2025Q2: 22,256 shares; 2025Q3: 21,993 shares; 2025Q4: 21,415 shares; 2026Q1: 20,584 shares; 2026Q2: 20,074 shares 20,074 $6.08M 0.31% -510 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,040 shares 43,040 $6.02M 0.31% new 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: 21,232 shares; 2024Q4: 21,250 shares; 2025Q1: 22,026 shares; 2025Q2: 24,102 shares; 2025Q3: 24,033 shares; 2025Q4: 24,042 shares; 2026Q1: 23,152 shares; 2026Q2: 23,623 shares 23,623 $5.94M 0.31% +471 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: 40,930 shares; 2024Q4: 40,462 shares; 2025Q1: 40,444 shares; 2025Q2: 42,297 shares; 2025Q3: 42,015 shares; 2025Q4: 42,885 shares; 2026Q1: 40,832 shares; 2026Q2: 41,369 shares 41,369 $5.6M 0.29% +537 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: 81,374 shares; 2024Q4: 92,156 shares; 2025Q1: 82,091 shares; 2025Q2: 90,733 shares; 2025Q3: 89,786 shares; 2025Q4: 82,473 shares; 2026Q1: 70,956 shares; 2026Q2: 64,553 shares 64,553 $5.41M 0.28% -6,403 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: 69,052 shares; 2024Q4: 88,788 shares; 2025Q1: 66,453 shares; 2025Q2: 74,588 shares; 2025Q3: 73,960 shares; 2025Q4: 69,660 shares; 2026Q1: 52,202 shares; 2026Q2: 49,278 shares 49,278 $5.12M 0.26% -2,924 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: 30,413 shares; 2024Q4: 30,765 shares; 2025Q1: 32,477 shares; 2025Q2: 36,771 shares; 2025Q3: 35,758 shares; 2025Q4: 35,424 shares; 2026Q1: 35,397 shares; 2026Q2: 35,362 shares 35,362 $5.11M 0.26% -35 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,334 shares; 2024Q4: 10,314 shares; 2025Q1: 10,255 shares; 2025Q2: 10,863 shares; 2025Q3: 4,486 shares; 2025Q4: 4,442 shares; 2026Q1: 3,644 shares; 2026Q2: 3,638 shares 3,638 $4.95M 0.26% -6 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: 19,176 shares; 2024Q4: 19,592 shares; 2025Q1: 20,136 shares; 2025Q2: 19,279 shares; 2025Q3: 19,041 shares; 2025Q4: 19,147 shares; 2026Q1: 17,108 shares; 2026Q2: 17,271 shares 17,271 $4.39M 0.23% +163 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: 22,590 shares; 2024Q4: 21,411 shares; 2025Q1: 20,558 shares; 2025Q2: 20,048 shares; 2025Q3: 19,705 shares; 2025Q4: 18,980 shares; 2026Q1: 17,958 shares; 2026Q2: 17,897 shares 17,897 $4.34M 0.22% -61 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: 12,071 shares; 2024Q4: 12,022 shares; 2025Q1: 12,299 shares; 2025Q2: 14,323 shares; 2025Q3: 13,883 shares; 2025Q4: 13,838 shares; 2026Q1: 14,830 shares; 2026Q2: 14,387 shares 14,387 $4.29M 0.22% -443 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: 255,209 shares; 2024Q4: 210,831 shares; 2025Q1: 72,581 shares; 2025Q2: 80,984 shares; 2025Q3: 82,278 shares; 2025Q4: 85,677 shares; 2026Q1: 82,458 shares; 2026Q2: 81,392 shares 81,392 $4.28M 0.22% -1,066 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: 18,884 shares; 2024Q4: 18,578 shares; 2025Q1: 18,433 shares; 2025Q2: 21,056 shares; 2025Q3: 20,646 shares; 2025Q4: 20,476 shares; 2026Q1: 20,495 shares; 2026Q2: 20,256 shares 20,256 $4.23M 0.22% -239 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: 21,121 shares; 2024Q4: 20,345 shares; 2025Q1: 21,012 shares; 2025Q2: 24,014 shares; 2025Q3: 24,644 shares; 2025Q4: 25,241 shares; 2026Q1: 24,531 shares; 2026Q2: 25,456 shares 25,456 $4.22M 0.22% +925 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: 34,057 shares; 2024Q4: 33,286 shares; 2025Q1: 33,300 shares; 2025Q2: 33,504 shares; 2025Q3: 38,160 shares; 2025Q4: 35,253 shares; 2026Q1: 28,839 shares; 2026Q2: 28,475 shares 28,475 $4.18M 0.22% -364 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: 6,595 shares; 2024Q4: 6,652 shares; 2025Q1: 6,682 shares; 2025Q2: 7,363 shares; 2025Q3: 7,428 shares; 2025Q4: 7,597 shares; 2026Q1: 7,426 shares; 2026Q2: 7,669 shares 7,669 $3.91M 0.2% +243 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: 11,557 shares; 2024Q4: 11,434 shares; 2025Q1: 11,157 shares; 2025Q2: 10,987 shares; 2025Q3: 10,926 shares; 2025Q4: 10,524 shares; 2026Q1: 10,488 shares; 2026Q2: 10,452 shares 10,452 $3.82M 0.2% -36 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: 315,484 shares; 2024Q4: 320,129 shares; 2025Q1: 48,140 shares; 2025Q2: 40,641 shares; 2025Q3: 38,131 shares; 2025Q4: 34,207 shares; 2026Q1: 31,010 shares; 2026Q2: 29,888 shares 29,888 $3.72M 0.19% -1,122 Timeline IGRO 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: 35,018 shares; 2025Q2: 36,473 shares; 2025Q3: 38,382 shares; 2025Q4: 38,240 shares; 2026Q1: 38,577 shares; 2026Q2: 41,852 shares 41,852 $3.68M 0.19% +3,275 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: 30,066 shares; 2024Q4: 27,847 shares; 2025Q1: 26,176 shares; 2025Q2: 29,932 shares; 2025Q3: 28,607 shares; 2025Q4: 27,183 shares; 2026Q1: 27,001 shares; 2026Q2: 26,798 shares 26,798 $3.66M 0.19% -203 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: not reported; 2026Q1: not reported; 2026Q2: 35,105 shares 35,105 $3.54M 0.18% new 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: 30,124 shares; 2024Q4: 31,194 shares; 2025Q1: 33,783 shares; 2025Q2: 33,925 shares; 2025Q3: 37,535 shares; 2025Q4: 38,726 shares; 2026Q1: 38,979 shares; 2026Q2: 40,031 shares 40,031 $3.51M 0.18% +1,052 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,013 shares; 2025Q2: 76,608 shares; 2025Q3: 131,890 shares; 2025Q4: 135,054 shares; 2026Q1: 140,269 shares; 2026Q2: 142,620 shares 142,620 $3.46M 0.18% +2,351 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: 12,509 shares; 2024Q4: 12,440 shares; 2025Q1: 12,898 shares; 2025Q2: 12,784 shares; 2025Q3: 12,764 shares; 2025Q4: 12,954 shares; 2026Q1: 12,651 shares; 2026Q2: 12,776 shares 12,776 $3.45M 0.18% +125 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: 68,637 shares; 2024Q4: 78,095 shares; 2025Q1: 82,350 shares; 2025Q2: 112,153 shares; 2025Q3: 113,589 shares; 2025Q4: 180,363 shares; 2026Q1: 67,068 shares; 2026Q2: 64,338 shares 64,338 $3.42M 0.18% -2,730 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,465 shares; 2024Q4: 61,386 shares; 2025Q1: 61,386 shares; 2025Q2: 61,386 shares; 2025Q3: 61,386 shares; 2025Q4: 58,051 shares; 2026Q1: 58,051 shares; 2026Q2: 58,051 shares 58,051 $3.4M 0.18% 0 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: 12,846 shares; 2024Q4: 12,777 shares; 2025Q1: 13,454 shares; 2025Q2: 13,765 shares; 2025Q3: 14,282 shares; 2025Q4: 14,573 shares; 2026Q1: 14,698 shares; 2026Q2: 14,657 shares 14,657 $3.23M 0.17% -41 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: 21,260 shares; 2024Q4: 20,011 shares; 2025Q1: 22,676 shares; 2025Q2: 21,656 shares; 2025Q3: 23,325 shares; 2025Q4: 25,091 shares; 2026Q1: 24,746 shares; 2026Q2: 24,973 shares 24,973 $3.21M 0.17% +227 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: 15,892 shares; 2024Q4: 15,725 shares; 2025Q1: 15,250 shares; 2025Q2: 14,850 shares; 2025Q3: 13,683 shares; 2025Q4: 13,347 shares; 2026Q1: 13,117 shares; 2026Q2: 13,090 shares 13,090 $3.18M 0.16% -27 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,873 shares; 2024Q4: 41,952 shares; 2025Q1: 37,479 shares; 2025Q2: 34,986 shares; 2025Q3: 34,956 shares; 2025Q4: 31,940 shares; 2026Q1: 29,461 shares; 2026Q2: 30,006 shares 30,006 $3.08M 0.16% +545 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: 35,751 shares; 2024Q4: 35,264 shares; 2025Q1: 33,098 shares; 2025Q2: 32,231 shares; 2025Q3: 30,010 shares; 2025Q4: 26,441 shares; 2026Q1: 22,435 shares; 2026Q2: 20,866 shares 20,866 $3.05M 0.16% -1,569 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: 26,779 shares; 2024Q4: 26,726 shares; 2025Q1: 27,621 shares; 2025Q2: 34,857 shares; 2025Q3: 33,709 shares; 2025Q4: 30,453 shares; 2026Q1: 28,959 shares; 2026Q2: 27,654 shares 27,654 $3.05M 0.16% -1,305 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,867 shares; 2024Q4: 1,849 shares; 2025Q1: 2,316 shares; 2025Q2: 30,072 shares; 2025Q3: 30,023 shares; 2025Q4: 27,300 shares; 2026Q1: 26,673 shares; 2026Q2: 19,088 shares 19,088 $3M 0.15% -7,585 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: 29,000 shares; 2024Q4: 28,895 shares; 2025Q1: 28,572 shares; 2025Q2: 28,873 shares; 2025Q3: 28,690 shares; 2025Q4: 27,860 shares; 2026Q1: 25,950 shares; 2026Q2: 8,362 shares 8,362 $2.95M 0.15% -17,588 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,304 shares; 2024Q4: 89,554 shares; 2025Q1: 79,627 shares; 2025Q2: 77,961 shares; 2025Q3: 76,333 shares; 2025Q4: 68,064 shares; 2026Q1: 33,163 shares; 2026Q2: 33,163 shares 33,163 $2.91M 0.15% 0 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: not reported; 2024Q4: 28,635 shares; 2025Q1: 26,160 shares; 2025Q2: 63,499 shares; 2025Q3: 63,684 shares; 2025Q4: 58,238 shares; 2026Q1: 56,658 shares; 2026Q2: 51,721 shares 51,721 $2.79M 0.14% -4,937 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: 18,251 shares; 2024Q4: 16,306 shares; 2025Q1: 14,979 shares; 2025Q2: 14,547 shares; 2025Q3: 14,597 shares; 2025Q4: 13,472 shares; 2026Q1: 13,331 shares; 2026Q2: 12,716 shares 12,716 $2.79M 0.14% -615 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,314 shares; 2024Q4: not reported; 2025Q1: 3,314 shares; 2025Q2: 32,297 shares; 2025Q3: 33,034 shares; 2025Q4: 36,448 shares; 2026Q1: 36,438 shares; 2026Q2: 38,560 shares 38,560 $2.79M 0.14% +2,122 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: 11,454 shares; 2024Q4: 11,380 shares; 2025Q1: 11,713 shares; 2025Q2: 11,462 shares; 2025Q3: 11,402 shares; 2025Q4: 11,632 shares; 2026Q1: 11,637 shares; 2026Q2: 11,709 shares 11,709 $2.62M 0.14% +72 Timeline BRTR 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: 11,566 shares; 2025Q1: 18,535 shares; 2025Q2: 41,497 shares; 2025Q3: 43,124 shares; 2025Q4: 40,367 shares; 2026Q1: 46,762 shares; 2026Q2: 51,745 shares 51,745 $2.6M 0.13% +4,983 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: 7,545 shares; 2024Q4: 7,470 shares; 2025Q1: 7,822 shares; 2025Q2: 7,923 shares; 2025Q3: 8,660 shares; 2025Q4: 8,820 shares; 2026Q1: 9,016 shares; 2026Q2: 9,436 shares 9,436 $2.55M 0.13% +420 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,884 shares; 2025Q2: 54,237 shares; 2025Q3: 55,772 shares; 2025Q4: 60,357 shares; 2026Q1: 53,178 shares; 2026Q2: 53,341 shares 53,341 $2.53M 0.13% +163 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: 29,428 shares; 2024Q4: 27,382 shares; 2025Q1: 24,055 shares; 2025Q2: 23,937 shares; 2025Q3: 24,004 shares; 2025Q4: 25,057 shares; 2026Q1: 23,943 shares; 2026Q2: 24,560 shares 24,560 $2.51M 0.13% +617 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: 10,322 shares; 2024Q4: 10,322 shares; 2025Q1: 10,113 shares; 2025Q2: 10,113 shares; 2025Q3: 10,058 shares; 2025Q4: 10,292 shares; 2026Q1: 10,179 shares; 2026Q2: 11,238 shares 11,238 $2.45M 0.13% +1,059 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,261 shares; 2024Q4: 55,089 shares; 2025Q1: 47,818 shares; 2025Q2: 38,137 shares; 2025Q3: 37,137 shares; 2025Q4: 36,219 shares; 2026Q1: 35,953 shares; 2026Q2: 38,431 shares 38,431 $2.39M 0.12% +2,478 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: 3,676 shares; 2024Q4: 3,687 shares; 2025Q1: 3,182 shares; 2025Q2: 3,310 shares; 2025Q3: 3,270 shares; 2025Q4: 3,142 shares; 2026Q1: 3,112 shares; 2026Q2: 3,076 shares 3,076 $2.3M 0.12% -36 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: 29,354 shares; 2024Q4: 27,348 shares; 2025Q1: 29,739 shares; 2025Q2: 29,919 shares; 2025Q3: 29,902 shares; 2025Q4: 29,971 shares; 2026Q1: 29,639 shares; 2026Q2: 30,068 shares 30,068 $2.28M 0.12% +429 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: 3,285 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 3,151 shares; 2025Q3: 3,111 shares; 2025Q4: 3,111 shares; 2026Q1: 3,111 shares; 2026Q2: 3,107 shares 3,107 $2.19M 0.11% -4 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: 2,092 shares; 2024Q4: 2,093 shares; 2025Q1: 2,070 shares; 2025Q2: 2,044 shares; 2025Q3: 5,364 shares; 2025Q4: 6,353 shares; 2026Q1: 7,139 shares; 2026Q2: 7,527 shares 7,527 $2.1M 0.11% +388 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: not reported; 2024Q4: 3,764 shares; 2025Q1: 4,671 shares; 2025Q2: 21,473 shares; 2025Q3: 21,649 shares; 2025Q4: 22,535 shares; 2026Q1: 23,493 shares; 2026Q2: 24,853 shares 24,853 $2.05M 0.11% +1,360 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,118 shares; 2024Q4: 81,367 shares; 2025Q1: 67,970 shares; 2025Q2: 73,350 shares; 2025Q3: 71,379 shares; 2025Q4: 54,382 shares; 2026Q1: 42,064 shares; 2026Q2: 39,220 shares 39,220 $2.03M 0.1% -2,844 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,178 shares; 2024Q4: 16,197 shares; 2025Q1: 16,217 shares; 2025Q2: 13,715 shares; 2025Q3: 13,734 shares; 2025Q4: 13,756 shares; 2026Q1: 13,777 shares; 2026Q2: 15,306 shares 15,306 $2.03M 0.1% +1,529 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: 1,235,004 shares; 2024Q4: 1,305,646 shares; 2025Q1: 1,898,824 shares; 2025Q2: 1,928,333 shares; 2025Q3: 1,975,529 shares; 2025Q4: 1,387,013 shares; 2026Q1: 489,638 shares; 2026Q2: 87,497 shares 87,497 $1.99M 0.1% -402,141 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,696 shares; 2025Q3: 8,945 shares; 2025Q4: 8,156 shares; 2026Q1: 7,931 shares; 2026Q2: 7,824 shares 7,824 $1.93M 0.1% -107 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,880 shares; 2024Q4: 5,880 shares; 2025Q1: 5,542 shares; 2025Q2: 5,246 shares; 2025Q3: 5,128 shares; 2025Q4: 4,966 shares; 2026Q1: 4,942 shares; 2026Q2: 4,842 shares 4,842 $1.91M 0.1% -100 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,716 shares; 2024Q4: 34,931 shares; 2025Q1: 34,931 shares; 2025Q2: 34,931 shares; 2025Q3: 34,931 shares; 2025Q4: 34,931 shares; 2026Q1: 34,931 shares; 2026Q2: 34,931 shares 34,931 $1.9M 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: 22,268 shares; 2025Q2: 81,211 shares; 2025Q3: 79,831 shares; 2025Q4: 57,420 shares; 2026Q1: 54,115 shares; 2026Q2: 55,969 shares 55,969 $1.89M 0.1% +1,854 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,669 shares; 2024Q4: 57,088 shares; 2025Q1: 58,559 shares; 2025Q2: 63,934 shares; 2025Q3: 63,583 shares; 2025Q4: 64,048 shares; 2026Q1: 65,587 shares; 2026Q2: 14,559 shares 14,559 $1.83M 0.09% -51,028 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: 8,548 shares; 2024Q4: 8,337 shares; 2025Q1: 7,764 shares; 2025Q2: 7,399 shares; 2025Q3: 7,434 shares; 2025Q4: 7,395 shares; 2026Q1: 5,382 shares; 2026Q2: 5,289 shares 5,289 $1.81M 0.09% -93 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,181 shares; 2024Q4: 8,181 shares; 2025Q1: 30,080 shares; 2025Q2: 29,542 shares; 2025Q3: 28,993 shares; 2025Q4: 30,791 shares; 2026Q1: 30,744 shares; 2026Q2: 32,257 shares 32,257 $1.74M 0.09% +1,513 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: 25,967 shares; 2024Q4: 23,654 shares; 2025Q1: 25,031 shares; 2025Q2: 33,361 shares; 2025Q3: 33,005 shares; 2025Q4: 34,196 shares; 2026Q1: 35,891 shares; 2026Q2: 29,544 shares 29,544 $1.71M 0.09% -6,347 Timeline QTEC 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: 5,645 shares; 2024Q4: 5,167 shares; 2025Q1: 5,167 shares; 2025Q2: 5,167 shares; 2025Q3: 5,167 shares; 2025Q4: 5,167 shares; 2026Q1: 5,134 shares; 2026Q2: 5,028 shares 5,028 $1.68M 0.09% -106 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: 8,866 shares; 2024Q4: 8,779 shares; 2025Q1: 8,732 shares; 2025Q2: 8,273 shares; 2025Q3: 8,268 shares; 2025Q4: 8,003 shares; 2026Q1: 7,944 shares; 2026Q2: 7,896 shares 7,896 $1.68M 0.09% -48 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,815 shares; 2024Q4: 36,780 shares; 2025Q1: 36,780 shares; 2025Q2: 35,105 shares; 2025Q3: 35,025 shares; 2025Q4: 32,216 shares; 2026Q1: 32,216 shares; 2026Q2: 32,116 shares 32,116 $1.68M 0.09% -100 Timeline FVD 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: 42,043 shares; 2024Q4: 41,608 shares; 2025Q1: 40,487 shares; 2025Q2: 39,302 shares; 2025Q3: 36,512 shares; 2025Q4: 35,032 shares; 2026Q1: 34,470 shares; 2026Q2: 34,470 shares 34,470 $1.66M 0.09% 0 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: 6,034 shares; 2024Q4: 6,016 shares; 2025Q1: 5,855 shares; 2025Q2: 5,837 shares; 2025Q3: 5,732 shares; 2025Q4: 5,359 shares; 2026Q1: 5,216 shares; 2026Q2: 20,406 shares 20,406 $1.64M 0.08% +15,190 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,913 shares; 2024Q4: 6,452 shares; 2025Q1: 6,224 shares; 2025Q2: 6,203 shares; 2025Q3: 5,945 shares; 2025Q4: 5,426 shares; 2026Q1: 4,824 shares; 2026Q2: 4,758 shares 4,758 $1.63M 0.08% -66 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,734 shares; 2024Q4: 26,734 shares; 2025Q1: 26,734 shares; 2025Q2: 27,673 shares; 2025Q3: 27,673 shares; 2025Q4: 27,057 shares; 2026Q1: 26,596 shares; 2026Q2: 27,103 shares 27,103 $1.62M 0.08% +507 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: 6,006 shares; 2024Q4: 5,909 shares; 2025Q1: 5,715 shares; 2025Q2: 5,195 shares; 2025Q3: 5,137 shares; 2025Q4: 4,835 shares; 2026Q1: 4,485 shares; 2026Q2: 4,389 shares 4,389 $1.62M 0.08% -96 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,091 shares; 2024Q4: 25,091 shares; 2025Q1: 26,727 shares; 2025Q2: 26,727 shares; 2025Q3: 26,727 shares; 2025Q4: 26,727 shares; 2026Q1: 29,527 shares; 2026Q2: 30,231 shares 30,231 $1.58M 0.08% +704 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: 5,073 shares; 2024Q4: 5,077 shares; 2025Q1: 5,970 shares; 2025Q2: 21,332 shares; 2025Q3: 22,095 shares; 2025Q4: 21,824 shares; 2026Q1: 19,449 shares; 2026Q2: 17,323 shares 17,323 $1.57M 0.08% -2,126 Timeline QQQJ 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: 36,919 shares; 2024Q4: 31,721 shares; 2025Q1: 31,484 shares; 2025Q2: 31,086 shares; 2025Q3: 31,065 shares; 2025Q4: 30,584 shares; 2026Q1: 27,475 shares; 2026Q2: 34,251 shares 34,251 $1.56M 0.08% +6,776 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,285 shares; 2024Q4: 22,620 shares; 2025Q1: 24,243 shares; 2025Q2: 26,152 shares; 2025Q3: 25,551 shares; 2025Q4: 25,444 shares; 2026Q1: 25,069 shares; 2026Q2: 4,123 shares 4,123 $1.55M 0.08% -20,946 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: 11,925 shares; 2024Q4: 12,095 shares; 2025Q1: 11,893 shares; 2025Q2: 10,962 shares; 2025Q3: 9,270 shares; 2025Q4: 8,955 shares; 2026Q1: 8,670 shares; 2026Q2: 8,635 shares 8,635 $1.54M 0.08% -35 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,572 shares; 2024Q4: 1,549 shares; 2025Q1: 1,552 shares; 2025Q2: 1,578 shares; 2025Q3: 1,536 shares; 2025Q4: 1,493 shares; 2026Q1: 1,575 shares; 2026Q2: 12,645 shares 12,645 $1.51M 0.08% +11,070 Timeline PPA 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: 2,824 shares; 2024Q4: 3,807 shares; 2025Q1: 3,720 shares; 2025Q2: 3,672 shares; 2025Q3: 3,653 shares; 2025Q4: 3,653 shares; 2026Q1: 3,653 shares; 2026Q2: 8,472 shares 8,472 $1.5M 0.08% +4,819 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: 6,818 shares; 2024Q4: 6,802 shares; 2025Q1: 6,927 shares; 2025Q2: 6,345 shares; 2025Q3: 6,335 shares; 2025Q4: 6,357 shares; 2026Q1: 6,769 shares; 2026Q2: 6,776 shares 6,776 $1.48M 0.08% +7 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,455 shares; 2024Q4: 33,455 shares; 2025Q1: 33,455 shares; 2025Q2: 31,999 shares; 2025Q3: 32,107 shares; 2025Q4: 32,107 shares; 2026Q1: 32,107 shares; 2026Q2: 32,107 shares 32,107 $1.46M 0.08% 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: 15,220 shares; 2024Q4: 14,560 shares; 2025Q1: 14,414 shares; 2025Q2: 13,911 shares; 2025Q3: 13,216 shares; 2025Q4: 10,654 shares; 2026Q1: 8,313 shares; 2026Q2: 10,641 shares 10,641 $1.45M 0.08% +2,328 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,809 shares; 2024Q4: 23,809 shares; 2025Q1: 25,279 shares; 2025Q2: 25,279 shares; 2025Q3: 25,279 shares; 2025Q4: 26,406 shares; 2026Q1: 26,406 shares; 2026Q2: 26,406 shares 26,406 $1.45M 0.08% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,546 shares; 2024Q4: 23,614 shares; 2025Q1: 30,820 shares; 2025Q2: 30,895 shares; 2025Q3: 30,921 shares; 2025Q4: 30,973 shares; 2026Q1: 31,000 shares; 2026Q2: 31,572 shares 31,572 $1.45M 0.07% +572 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: 28,999 shares; 2024Q4: 28,452 shares; 2025Q1: 15,106 shares; 2025Q2: 15,258 shares; 2025Q3: 15,212 shares; 2025Q4: 15,313 shares; 2026Q1: 15,233 shares; 2026Q2: 15,011 shares 15,011 $1.4M 0.07% -222 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,419 shares; 2025Q2: 19,176 shares; 2025Q3: 19,176 shares; 2025Q4: 52,134 shares; 2026Q1: 53,040 shares; 2026Q2: 53,040 shares 53,040 $1.38M 0.07% 0 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,921 shares; 2024Q4: 23,921 shares; 2025Q1: 23,921 shares; 2025Q2: 23,921 shares; 2025Q3: 23,921 shares; 2025Q4: 23,921 shares; 2026Q1: 23,921 shares; 2026Q2: 23,921 shares 23,921 $1.34M 0.07% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,739 shares; 2024Q4: 26,122 shares; 2025Q1: 30,196 shares; 2025Q2: 29,132 shares; 2025Q3: 29,025 shares; 2025Q4: 26,460 shares; 2026Q1: 23,743 shares; 2026Q2: 24,162 shares 24,162 $1.32M 0.07% +419 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: 14,215 shares; 2024Q4: 13,815 shares; 2025Q1: 12,302 shares; 2025Q2: 11,980 shares; 2025Q3: 11,151 shares; 2025Q4: 10,802 shares; 2026Q1: 10,243 shares; 2026Q2: 10,211 shares 10,211 $1.27M 0.07% -32 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: 5,726 shares; 2024Q4: 5,787 shares; 2025Q1: 5,787 shares; 2025Q2: 5,383 shares; 2025Q3: 5,780 shares; 2025Q4: 5,256 shares; 2026Q1: 3,703 shares; 2026Q2: 3,583 shares 3,583 $1.27M 0.07% -120 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,897 shares; 2025Q3: 8,312 shares; 2025Q4: 8,640 shares; 2026Q1: 9,221 shares; 2026Q2: 7,393 shares 7,393 $1.24M 0.06% -1,828 Timeline VDC 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: 8,713 shares; 2024Q4: 8,582 shares; 2025Q1: 6,726 shares; 2025Q2: 6,719 shares; 2025Q3: 6,600 shares; 2025Q4: 5,421 shares; 2026Q1: 5,421 shares; 2026Q2: 5,421 shares 5,421 $1.22M 0.06% 0 Timeline FBT 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: 8,317 shares; 2024Q4: 7,600 shares; 2025Q1: 7,358 shares; 2025Q2: 7,358 shares; 2025Q3: 6,517 shares; 2025Q4: 6,312 shares; 2026Q1: 4,777 shares; 2026Q2: 4,773 shares 4,773 $1.18M 0.06% -4 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,296 shares; 2025Q2: 16,670 shares; 2025Q3: 22,553 shares; 2025Q4: 21,535 shares; 2026Q1: 22,611 shares; 2026Q2: 23,098 shares 23,098 $1.16M 0.06% +487 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,485 shares; 2024Q4: 22,535 shares; 2025Q1: 22,535 shares; 2025Q2: 22,535 shares; 2025Q3: 22,535 shares; 2025Q4: 22,535 shares; 2026Q1: 22,535 shares; 2026Q2: 22,535 shares 22,535 $1.16M 0.06% 0 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,031 shares; 2025Q3: 34,331 shares; 2025Q4: 41,889 shares; 2026Q1: 49,132 shares; 2026Q2: 48,951 shares 48,951 $1.15M 0.06% -181 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,866 shares; 2024Q4: 24,416 shares; 2025Q1: 24,416 shares; 2025Q2: 24,416 shares; 2025Q3: 24,416 shares; 2025Q4: 24,416 shares; 2026Q1: 24,416 shares; 2026Q2: 24,416 shares 24,416 $1.14M 0.06% 0 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,012 shares; 2024Q4: 23,012 shares; 2025Q1: 23,012 shares; 2025Q2: 23,012 shares; 2025Q3: 24,172 shares; 2025Q4: 24,172 shares; 2026Q1: 24,172 shares; 2026Q2: 24,172 shares 24,172 $1.13M 0.06% 0 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: 41,344 shares; 2024Q4: 42,443 shares; 2025Q1: 43,728 shares; 2025Q2: 45,392 shares; 2025Q3: 44,994 shares; 2025Q4: 40,179 shares; 2026Q1: 46,252 shares; 2026Q2: 45,025 shares 45,025 $1.11M 0.06% -1,227 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: 8,585 shares; 2024Q4: 8,535 shares; 2025Q1: 8,521 shares; 2025Q2: 8,267 shares; 2025Q3: 8,404 shares; 2025Q4: 7,882 shares; 2026Q1: 7,883 shares; 2026Q2: 8,007 shares 8,007 $1.1M 0.06% +124 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,836 shares; 2025Q3: 2,836 shares; 2025Q4: 2,820 shares; 2026Q1: 2,821 shares; 2026Q2: 10,321 shares 10,321 $1.1M 0.06% +7,500 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 431,744 shares; 2025Q2: 449,484 shares; 2025Q3: 465,235 shares; 2025Q4: 310,310 shares; 2026Q1: 56,468 shares; 2026Q2: 21,553 shares 21,553 $1.09M 0.06% -34,915 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,697 shares; 2024Q4: 13,188 shares; 2025Q1: 11,640 shares; 2025Q2: 13,809 shares; 2025Q3: 13,704 shares; 2025Q4: 10,590 shares; 2026Q1: 10,590 shares; 2026Q2: 10,330 shares 10,330 $1.09M 0.06% -260 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: 16,203 shares; 2024Q4: 15,961 shares; 2025Q1: 14,707 shares; 2025Q2: 14,718 shares; 2025Q3: 14,593 shares; 2025Q4: 14,806 shares; 2026Q1: 9,432 shares; 2026Q2: 9,575 shares 9,575 $1.08M 0.06% +143 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,412 shares; 2025Q2: 13,547 shares; 2025Q3: 21,559 shares; 2025Q4: 21,812 shares; 2026Q1: 20,178 shares; 2026Q2: 21,014 shares 21,014 $1.05M 0.05% +836 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,213 shares; 2024Q4: 3,045 shares; 2025Q1: 2,769 shares; 2025Q2: 2,773 shares; 2025Q3: 2,797 shares; 2025Q4: 2,603 shares; 2026Q1: 2,046 shares; 2026Q2: 2,072 shares 2,072 $1.04M 0.05% +26 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: 1,368 shares; 2024Q4: 1,220 shares; 2025Q1: 1,202 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 1,121 shares; 2026Q1: 1,213 shares; 2026Q2: 3,214 shares 3,214 $1.01M 0.05% +2,001 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: 4,055 shares; 2024Q4: 3,395 shares; 2025Q1: 2,532 shares; 2025Q2: 2,301 shares; 2025Q3: 2,445 shares; 2025Q4: 2,343 shares; 2026Q1: 2,343 shares; 2026Q2: 2,334 shares 2,334 $982K 0.05% -9 Timeline XLP 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: 25,833 shares; 2024Q4: 22,577 shares; 2025Q1: 19,062 shares; 2025Q2: 18,714 shares; 2025Q3: 16,955 shares; 2025Q4: 15,309 shares; 2026Q1: 13,150 shares; 2026Q2: 11,676 shares 11,676 $970K 0.05% -1,474 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: not reported; 2024Q4: not reported; 2025Q1: 310 shares; 2025Q2: 311 shares; 2025Q3: 314 shares; 2025Q4: 311 shares; 2026Q1: 312 shares; 2026Q2: 3,120 shares 3,120 $941K 0.05% +2,808 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: 5,678 shares; 2024Q4: 6,378 shares; 2025Q1: 6,910 shares; 2025Q2: 6,928 shares; 2025Q3: 7,143 shares; 2025Q4: 6,516 shares; 2026Q1: 6,219 shares; 2026Q2: 6,390 shares 6,390 $936K 0.05% +171 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: 9,987 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,177 shares; 2025Q4: not reported; 2026Q1: 5,262 shares; 2026Q2: 6,642 shares 6,642 $927K 0.05% +1,380 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: 66,346 shares; 2024Q4: 62,350 shares; 2025Q1: 58,504 shares; 2025Q2: 57,810 shares; 2025Q3: 56,762 shares; 2025Q4: 40,045 shares; 2026Q1: 19,973 shares; 2026Q2: 18,206 shares 18,206 $917K 0.05% -1,767 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,180 shares; 2024Q4: 19,210 shares; 2025Q1: 17,570 shares; 2025Q2: 17,222 shares; 2025Q3: 17,222 shares; 2025Q4: 13,852 shares; 2026Q1: 13,852 shares; 2026Q2: 12,998 shares 12,998 $878K 0.05% -854 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: 10,094 shares; 2024Q4: 10,133 shares; 2025Q1: 10,149 shares; 2025Q2: 9,991 shares; 2025Q3: 10,581 shares; 2025Q4: 10,453 shares; 2026Q1: 11,110 shares; 2026Q2: 10,787 shares 10,787 $877K 0.05% -323 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: 15,643 shares; 2024Q4: 14,193 shares; 2025Q1: 14,193 shares; 2025Q2: 12,683 shares; 2025Q3: 12,683 shares; 2025Q4: 12,683 shares; 2026Q1: 12,683 shares; 2026Q2: 12,683 shares 12,683 $868K 0.04% 0 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,349 shares; 2024Q4: 14,349 shares; 2025Q1: 14,349 shares; 2025Q2: 14,349 shares; 2025Q3: 15,038 shares; 2025Q4: 15,038 shares; 2026Q1: 15,038 shares; 2026Q2: 15,038 shares 15,038 $850K 0.04% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,080 shares; 2024Q4: 121,935 shares; 2025Q1: 29,271 shares; 2025Q2: 27,150 shares; 2025Q3: 27,267 shares; 2025Q4: 25,060 shares; 2026Q1: 23,075 shares; 2026Q2: 22,762 shares 22,762 $843K 0.04% -313 Timeline IVOO 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: 6,949 shares; 2024Q4: 6,949 shares; 2025Q1: 6,887 shares; 2025Q2: 6,452 shares; 2025Q3: 6,452 shares; 2025Q4: 6,452 shares; 2026Q1: 6,452 shares; 2026Q2: 6,452 shares 6,452 $841K 0.04% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,511 shares; 2024Q4: 3,473 shares; 2025Q1: 3,473 shares; 2025Q2: 3,473 shares; 2025Q3: 3,481 shares; 2025Q4: 3,473 shares; 2026Q1: 3,475 shares; 2026Q2: 3,473 shares 3,473 $828K 0.04% -2 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,453 shares; 2024Q4: 4,430 shares; 2025Q1: 4,340 shares; 2025Q2: 4,300 shares; 2025Q3: 4,283 shares; 2025Q4: 4,125 shares; 2026Q1: 4,108 shares; 2026Q2: 4,108 shares 4,108 $821K 0.04% 0 Timeline ARKX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,866 shares 23,866 $814K 0.04% new Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,934 shares; 2024Q4: 16,934 shares; 2025Q1: 16,934 shares; 2025Q2: 16,934 shares; 2025Q3: 16,934 shares; 2025Q4: 16,934 shares; 2026Q1: 16,934 shares; 2026Q2: 16,934 shares 16,934 $803K 0.04% 0 Timeline RSPM 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: 26,047 shares; 2024Q4: 24,264 shares; 2025Q1: 22,608 shares; 2025Q2: 21,848 shares; 2025Q3: 21,848 shares; 2025Q4: 21,324 shares; 2026Q1: 20,739 shares; 2026Q2: 20,739 shares 20,739 $801K 0.04% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,470 shares; 2024Q4: 4,424 shares; 2025Q1: 4,438 shares; 2025Q2: 6,248 shares; 2025Q3: 6,248 shares; 2025Q4: 6,249 shares; 2026Q1: 4,792 shares; 2026Q2: 5,722 shares 5,722 $783K 0.04% +930 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: 1,455 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,154 shares; 2025Q3: 2,251 shares; 2025Q4: 1,926 shares; 2026Q1: 2,121 shares; 2026Q2: 2,121 shares 2,121 $781K 0.04% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,662 shares; 2024Q4: 37,083 shares; 2025Q1: 32,303 shares; 2025Q2: 29,753 shares; 2025Q3: 28,255 shares; 2025Q4: 19,652 shares; 2026Q1: 15,761 shares; 2026Q2: 14,905 shares 14,905 $781K 0.04% -856 Timeline XAR 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: 2,699 shares; 2024Q4: 2,699 shares; 2025Q1: 2,699 shares; 2025Q2: 2,699 shares; 2025Q3: 2,699 shares; 2025Q4: 2,699 shares; 2026Q1: 2,699 shares; 2026Q2: 2,699 shares 2,699 $766K 0.04% 0 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: 4,164 shares; 2024Q4: 3,602 shares; 2025Q1: 3,547 shares; 2025Q2: 3,144 shares; 2025Q3: 2,866 shares; 2025Q4: 2,378 shares; 2026Q1: 1,641 shares; 2026Q2: 1,502 shares 1,502 $753K 0.04% -139 Timeline MVBF MVB FINL CORP More: the full row for MVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,876 shares; 2024Q4: 25,876 shares; 2025Q1: 29,876 shares; 2025Q2: 29,876 shares; 2025Q3: 29,877 shares; 2025Q4: 29,879 shares; 2026Q1: 25,877 shares; 2026Q2: 25,877 shares 25,877 $751K 0.04% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.04% 0 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,663 shares 14,663 $743K 0.04% new 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: 16,735 shares; 2024Q4: 14,844 shares; 2025Q1: 13,471 shares; 2025Q2: 13,240 shares; 2025Q3: 13,558 shares; 2025Q4: 13,340 shares; 2026Q1: 12,990 shares; 2026Q2: 12,243 shares 12,243 $731K 0.04% -747 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,415 shares; 2024Q4: 4,291 shares; 2025Q1: 4,080 shares; 2025Q2: 3,450 shares; 2025Q3: 3,422 shares; 2025Q4: 3,400 shares; 2026Q1: 3,381 shares; 2026Q2: 3,263 shares 3,263 $722K 0.04% -118 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,180 shares; 2024Q4: 18,107 shares; 2025Q1: 18,108 shares; 2025Q2: 18,685 shares; 2025Q3: 18,515 shares; 2025Q4: 17,905 shares; 2026Q1: 16,975 shares; 2026Q2: 2,765 shares 2,765 $722K 0.04% -14,210 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,022 shares; 2024Q4: 212,797 shares; 2025Q1: 47,269 shares; 2025Q2: 30,133 shares; 2025Q3: 26,064 shares; 2025Q4: 18,976 shares; 2026Q1: 15,240 shares; 2026Q2: 14,898 shares 14,898 $719K 0.04% -342 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: 16,163 shares; 2024Q4: 46,161 shares; 2025Q1: 42,375 shares; 2025Q2: 42,351 shares; 2025Q3: 34,586 shares; 2025Q4: 24,725 shares; 2026Q1: 24,738 shares; 2026Q2: 24,276 shares 24,276 $714K 0.04% -462 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,549 shares; 2024Q4: 1,550 shares; 2025Q1: 1,617 shares; 2025Q2: 1,589 shares; 2025Q3: 1,484 shares; 2025Q4: 1,263 shares; 2026Q1: 1,264 shares; 2026Q2: 1,114 shares 1,114 $714K 0.04% -150 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: 23,364 shares; 2024Q4: 22,214 shares; 2025Q1: 13,722 shares; 2025Q2: 14,109 shares; 2025Q3: 15,320 shares; 2025Q4: 15,321 shares; 2026Q1: 14,943 shares; 2026Q2: 14,943 shares 14,943 $710K 0.04% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 5,503 shares; 2025Q4: 8,381 shares; 2026Q1: 12,823 shares; 2026Q2: 17,630 shares 17,630 $705K 0.04% +4,807 Timeline PYLD 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: 18,377 shares; 2026Q1: 25,661 shares; 2026Q2: 26,256 shares 26,256 $696K 0.04% +595 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: 4,015 shares; 2024Q4: 4,081 shares; 2025Q1: 4,267 shares; 2025Q2: 4,058 shares; 2025Q3: 3,452 shares; 2025Q4: 3,447 shares; 2026Q1: 3,745 shares; 2026Q2: 3,668 shares 3,668 $696K 0.04% -77 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,292 shares; 2024Q4: 6,292 shares; 2025Q1: 9,620 shares; 2025Q2: 9,620 shares; 2025Q3: 10,545 shares; 2025Q4: 10,545 shares; 2026Q1: 11,059 shares; 2026Q2: 11,059 shares 11,059 $674K 0.03% 0 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,454 shares; 2024Q4: 11,438 shares; 2025Q1: 11,438 shares; 2025Q2: 11,438 shares; 2025Q3: 12,756 shares; 2025Q4: 12,756 shares; 2026Q1: 12,756 shares; 2026Q2: 11,284 shares 11,284 $672K 0.03% -1,472 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: 30,789 shares; 2024Q4: 31,241 shares; 2025Q1: 30,964 shares; 2025Q2: 32,419 shares; 2025Q3: 32,377 shares; 2025Q4: 32,335 shares; 2026Q1: 28,764 shares; 2026Q2: 2,839 shares 2,839 $652K 0.03% -25,925 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: 6,342 shares; 2024Q4: 6,400 shares; 2025Q1: 7,316 shares; 2025Q2: 7,370 shares; 2025Q3: 7,740 shares; 2025Q4: 7,732 shares; 2026Q1: 4,933 shares; 2026Q2: 5,491 shares 5,491 $645K 0.03% +558 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,908 shares; 2024Q4: 7,908 shares; 2025Q1: 7,908 shares; 2025Q2: 7,908 shares; 2025Q3: 7,908 shares; 2025Q4: 7,908 shares; 2026Q1: 11,145 shares; 2026Q2: 11,145 shares 11,145 $614K 0.03% 0 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: not reported; 2024Q4: 945 shares; 2025Q1: 966 shares; 2025Q2: 908 shares; 2025Q3: 981 shares; 2025Q4: 2,425 shares; 2026Q1: 2,238 shares; 2026Q2: 2,179 shares 2,179 $613K 0.03% -59 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: 5,665 shares; 2024Q4: 5,668 shares; 2025Q1: 5,670 shares; 2025Q2: 5,673 shares; 2025Q3: 5,627 shares; 2025Q4: 4,812 shares; 2026Q1: 5,054 shares; 2026Q2: 5,056 shares 5,056 $602K 0.03% +2 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,840 shares; 2024Q4: 20,952 shares; 2025Q1: 20,118 shares; 2025Q2: 20,092 shares; 2025Q3: 20,065 shares; 2025Q4: 15,717 shares; 2026Q1: 9,390 shares; 2026Q2: 8,746 shares 8,746 $591K 0.03% -644 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: 2,348 shares; 2024Q4: 2,229 shares; 2025Q1: 2,230 shares; 2025Q2: 2,714 shares; 2025Q3: 2,717 shares; 2025Q4: 2,584 shares; 2026Q1: 3,143 shares; 2026Q2: 3,181 shares 3,181 $589K 0.03% +38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,558 shares; 2026Q2: 1,558 shares 1,558 $585K 0.03% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,071 shares; 2024Q4: 7,093 shares; 2025Q1: 7,093 shares; 2025Q2: 7,121 shares; 2025Q3: 7,121 shares; 2025Q4: 7,071 shares; 2026Q1: 7,071 shares; 2026Q2: 7,071 shares 7,071 $584K 0.03% 0 Timeline FDN 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: 2,620 shares; 2024Q4: 2,507 shares; 2025Q1: 2,507 shares; 2025Q2: 2,507 shares; 2025Q3: 2,507 shares; 2025Q4: 2,206 shares; 2026Q1: 2,206 shares; 2026Q2: 2,206 shares 2,206 $584K 0.03% 0 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: 3,827 shares; 2024Q4: 3,827 shares; 2025Q1: 3,827 shares; 2025Q2: 3,827 shares; 2025Q3: 3,829 shares; 2025Q4: 3,717 shares; 2026Q1: 3,717 shares; 2026Q2: 3,717 shares 3,717 $566K 0.03% 0 Timeline IDHQ 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: 33,349 shares; 2024Q4: 34,930 shares; 2025Q1: 15,160 shares; 2025Q2: 13,077 shares; 2025Q3: 12,642 shares; 2025Q4: 11,536 shares; 2026Q1: 6,670 shares; 2026Q2: 12,870 shares 12,870 $563K 0.03% +6,200 Timeline RSPG 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: 7,814 shares; 2025Q3: 7,767 shares; 2025Q4: 6,042 shares; 2026Q1: 5,861 shares; 2026Q2: 5,694 shares 5,694 $558K 0.03% -167 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,912 shares; 2024Q4: 21,637 shares; 2025Q1: 21,637 shares; 2025Q2: 21,637 shares; 2025Q3: 18,720 shares; 2025Q4: 18,720 shares; 2026Q1: 18,720 shares; 2026Q2: 18,720 shares 18,720 $556K 0.03% 0 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: 12,855 shares; 2024Q4: 12,483 shares; 2025Q1: 10,747 shares; 2025Q2: 15,489 shares; 2025Q3: 15,065 shares; 2025Q4: 8,576 shares; 2026Q1: 7,506 shares; 2026Q2: 15,311 shares 15,311 $555K 0.03% +7,805 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,321 shares; 2024Q4: 4,321 shares; 2025Q1: 4,321 shares; 2025Q2: 4,321 shares; 2025Q3: 4,338 shares; 2025Q4: 3,810 shares; 2026Q1: 3,817 shares; 2026Q2: 3,818 shares 3,818 $555K 0.03% +1 Timeline VONE 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: not reported; 2026Q2: 1,630 shares 1,630 $552K 0.03% new Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,824 shares; 2024Q4: 17,509 shares; 2025Q1: 23,692 shares; 2025Q2: 22,844 shares; 2025Q3: 22,645 shares; 2025Q4: 19,395 shares; 2026Q1: 10,298 shares; 2026Q2: 10,526 shares 10,526 $549K 0.03% +228 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: 144,402 shares; 2024Q4: 174,379 shares; 2025Q1: 24,491 shares; 2025Q2: 11,268 shares; 2025Q3: 5,728 shares; 2025Q4: 5,458 shares; 2026Q1: 5,070 shares; 2026Q2: 5,071 shares 5,071 $546K 0.03% +1 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: 7,358 shares; 2024Q4: 7,331 shares; 2025Q1: 7,557 shares; 2025Q2: 7,553 shares; 2025Q3: 8,049 shares; 2025Q4: 6,427 shares; 2026Q1: 6,667 shares; 2026Q2: 6,375 shares 6,375 $540K 0.03% -292 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,098 shares; 2025Q3: 15,098 shares; 2025Q4: 15,098 shares; 2026Q1: 15,098 shares; 2026Q2: 15,098 shares 15,098 $530K 0.03% 0 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,730 shares; 2024Q4: 18,730 shares; 2025Q1: 18,730 shares; 2025Q2: 18,730 shares; 2025Q3: 18,730 shares; 2025Q4: 18,730 shares; 2026Q1: 18,730 shares; 2026Q2: 11,500 shares 11,500 $514K 0.03% -7,230 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,432 shares 35,432 $493K 0.03% new Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,335 shares; 2025Q3: 5,335 shares; 2025Q4: 8,280 shares; 2026Q1: 10,615 shares; 2026Q2: 10,921 shares 10,921 $492K 0.03% +306 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: 4,686 shares; 2024Q4: 4,763 shares; 2025Q1: 5,203 shares; 2025Q2: 4,761 shares; 2025Q3: 4,861 shares; 2025Q4: 4,994 shares; 2026Q1: 3,494 shares; 2026Q2: 3,827 shares 3,827 $484K 0.03% +333 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: 1,653 shares; 2025Q3: 1,672 shares; 2025Q4: 1,425 shares; 2026Q1: 1,429 shares; 2026Q2: 1,429 shares 1,429 $478K 0.02% 0 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,800 shares; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 9,800 shares; 2026Q1: 9,800 shares; 2026Q2: 9,800 shares 9,800 $464K 0.02% 0 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,008 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,002 shares 2,002 $454K 0.02% +2 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: 5,671 shares; 2024Q4: 5,514 shares; 2025Q1: 4,812 shares; 2025Q2: 5,057 shares; 2025Q3: 4,571 shares; 2025Q4: 4,576 shares; 2026Q1: 4,560 shares; 2026Q2: 4,560 shares 4,560 $436K 0.02% 0 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: 3,112 shares; 2024Q4: 3,216 shares; 2025Q1: 3,162 shares; 2025Q2: 3,027 shares; 2025Q3: 2,963 shares; 2025Q4: 2,669 shares; 2026Q1: 2,616 shares; 2026Q2: 2,616 shares 2,616 $431K 0.02% 0 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,727 shares; 2026Q1: 8,062 shares; 2026Q2: 9,861 shares 9,861 $429K 0.02% +1,799 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: 20,410 shares; 2024Q4: 19,352 shares; 2025Q1: 19,657 shares; 2025Q2: 12,493 shares; 2025Q3: 12,538 shares; 2025Q4: 8,247 shares; 2026Q1: 8,266 shares; 2026Q2: 8,375 shares 8,375 $417K 0.02% +109 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: 21,090 shares; 2024Q4: 20,304 shares; 2025Q1: 20,207 shares; 2025Q2: 19,642 shares; 2025Q3: 19,988 shares; 2025Q4: 19,513 shares; 2026Q1: 17,119 shares; 2026Q2: 19,962 shares 19,962 $413K 0.02% +2,843 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,009 shares; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,009 shares; 2025Q4: 2,835 shares; 2026Q1: 2,835 shares; 2026Q2: 2,835 shares 2,835 $410K 0.02% 0 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,047 shares; 2025Q2: 8,047 shares; 2025Q3: 8,047 shares; 2025Q4: 8,047 shares; 2026Q1: 8,047 shares; 2026Q2: 8,047 shares 8,047 $406K 0.02% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC 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: 12,012 shares; 2025Q4: 12,013 shares; 2026Q1: 12,013 shares; 2026Q2: 25,467 shares 25,467 $404K 0.02% +13,454 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,325 shares; 2024Q4: 2,325 shares; 2025Q1: 2,096 shares; 2025Q2: 2,023 shares; 2025Q3: 2,023 shares; 2025Q4: 1,755 shares; 2026Q1: 1,727 shares; 2026Q2: 1,380 shares 1,380 $401K 0.02% -347 Timeline JQUA 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: 5,500 shares 5,500 $398K 0.02% new 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: 1,884 shares; 2024Q4: 1,975 shares; 2025Q1: 2,108 shares; 2025Q2: 2,036 shares; 2025Q3: 2,050 shares; 2025Q4: 2,052 shares; 2026Q1: 1,539 shares; 2026Q2: 2,193 shares 2,193 $397K 0.02% +654 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: 3,127 shares; 2024Q4: 3,138 shares; 2025Q1: 3,127 shares; 2025Q2: 3,127 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares 3,100 $392K 0.02% 0 Timeline ANGL 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: 21,641 shares; 2024Q4: 22,056 shares; 2025Q1: 18,868 shares; 2025Q2: 18,365 shares; 2025Q3: 16,268 shares; 2025Q4: 14,539 shares; 2026Q1: 13,576 shares; 2026Q2: 13,355 shares 13,355 $390K 0.02% -221 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,473 shares; 2024Q4: 12,945 shares; 2025Q1: 10,351 shares; 2025Q2: 9,458 shares; 2025Q3: 9,458 shares; 2025Q4: 8,748 shares; 2026Q1: 8,727 shares; 2026Q2: 8,186 shares 8,186 $384K 0.02% -541 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,865 shares; 2024Q4: 5,865 shares; 2025Q1: 5,865 shares; 2025Q2: 4,595 shares; 2025Q3: 4,553 shares; 2025Q4: 4,192 shares; 2026Q1: 4,192 shares; 2026Q2: 4,192 shares 4,192 $381K 0.02% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,258 shares; 2024Q4: 9,258 shares; 2025Q1: 9,258 shares; 2025Q2: 9,258 shares; 2025Q3: 9,258 shares; 2025Q4: 7,918 shares; 2026Q1: 7,918 shares; 2026Q2: 7,938 shares 7,938 $377K 0.02% +20 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: 550 shares; 2024Q4: 567 shares; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 557 shares; 2025Q4: 550 shares; 2026Q1: 750 shares; 2026Q2: 751 shares 751 $369K 0.02% +1 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,025 shares; 2024Q4: 9,301 shares; 2025Q1: 9,806 shares; 2025Q2: 9,997 shares; 2025Q3: 9,754 shares; 2025Q4: 8,675 shares; 2026Q1: 6,405 shares; 2026Q2: 6,545 shares 6,545 $366K 0.02% +140 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,397 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,397 shares; 2025Q3: 2,397 shares; 2025Q4: 2,397 shares; 2026Q1: 2,397 shares; 2026Q2: 2,398 shares 2,398 $363K 0.02% +1 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,826 shares; 2024Q4: 2,714 shares; 2025Q1: 2,964 shares; 2025Q2: 2,714 shares; 2025Q3: 2,714 shares; 2025Q4: 2,714 shares; 2026Q1: 2,652 shares; 2026Q2: 2,652 shares 2,652 $362K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares; 2026Q1: 1,084 shares; 2026Q2: 1,084 shares 1,084 $358K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,226 shares; 2026Q1: 2,226 shares; 2026Q2: 2,346 shares 2,346 $357K 0.02% +120 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,630 shares; 2024Q4: 2,688 shares; 2025Q1: 2,688 shares; 2025Q2: 2,688 shares; 2025Q3: 2,688 shares; 2025Q4: 2,688 shares; 2026Q1: 2,688 shares; 2026Q2: 2,688 shares 2,688 $352K 0.02% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 4,051 shares 4,051 $347K 0.02% new 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: 850 shares; 2024Q4: 640 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,052 shares; 2026Q2: 1,007 shares 1,007 $347K 0.02% -45 Timeline VFH 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: 3,154 shares; 2024Q4: 2,707 shares; 2025Q1: 2,715 shares; 2025Q2: 2,701 shares; 2025Q3: 2,703 shares; 2025Q4: 2,706 shares; 2026Q1: 2,709 shares; 2026Q2: 2,630 shares 2,630 $346K 0.02% -79 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: 14,571 shares; 2024Q4: 16,052 shares; 2025Q1: 6,743 shares; 2025Q2: 5,954 shares; 2025Q3: 3,768 shares; 2025Q4: 3,687 shares; 2026Q1: 3,355 shares; 2026Q2: 3,221 shares 3,221 $343K 0.02% -134 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: 5,829 shares; 2024Q4: 6,382 shares; 2025Q1: 5,746 shares; 2025Q2: 5,975 shares; 2025Q3: 5,750 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,730 shares 7,730 $327K 0.02% new Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,498 shares; 2025Q3: 4,498 shares; 2025Q4: 4,498 shares; 2026Q1: 4,272 shares; 2026Q2: 4,272 shares 4,272 $323K 0.02% 0 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: 2,556 shares; 2024Q4: 2,556 shares; 2025Q1: 2,564 shares; 2025Q2: 2,556 shares; 2025Q3: 2,556 shares; 2025Q4: 1,259 shares; 2026Q1: not reported; 2026Q2: 1,365 shares 1,365 $323K 0.02% new 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: 19,286 shares; 2024Q4: 19,081 shares; 2025Q1: 19,576 shares; 2025Q2: 18,893 shares; 2025Q3: 1,724 shares; 2025Q4: 1,171 shares; 2026Q1: 867 shares; 2026Q2: 754 shares 754 $313K 0.02% -113 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,720 shares; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: 4,020 shares; 2025Q3: 4,020 shares; 2025Q4: 4,020 shares; 2026Q1: 4,020 shares; 2026Q2: 4,020 shares 4,020 $307K 0.02% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,443 shares; 2024Q4: 18,992 shares; 2025Q1: 18,372 shares; 2025Q2: 6,160 shares; 2025Q3: 5,982 shares; 2025Q4: 3,853 shares; 2026Q1: 3,733 shares; 2026Q2: 3,367 shares 3,367 $303K 0.02% -366 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,734 shares; 2024Q4: 4,009 shares; 2025Q1: 4,012 shares; 2025Q2: 4,015 shares; 2025Q3: 4,018 shares; 2025Q4: 4,022 shares; 2026Q1: 4,026 shares; 2026Q2: 3,133 shares 3,133 $302K 0.02% -893 Timeline SPMO 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: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 1,867 shares; 2026Q1: 1,867 shares; 2026Q2: 1,867 shares 1,867 $302K 0.02% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,263 shares; 2024Q4: 3,957 shares; 2025Q1: 3,634 shares; 2025Q2: 3,634 shares; 2025Q3: 3,641 shares; 2025Q4: 6,071 shares; 2026Q1: 6,101 shares; 2026Q2: 4,977 shares 4,977 $294K 0.02% -1,124 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: 1,835 shares; 2024Q4: 1,899 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,835 shares; 2025Q4: 1,835 shares; 2026Q1: 1,835 shares; 2026Q2: 1,835 shares 1,835 $287K 0.01% 0 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,080 shares; 2024Q4: 6,080 shares; 2025Q1: 6,080 shares; 2025Q2: 6,080 shares; 2025Q3: 6,080 shares; 2025Q4: 6,080 shares; 2026Q1: 6,080 shares; 2026Q2: 6,080 shares 6,080 $285K 0.01% 0 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: 2,292 shares; 2024Q4: 1,912 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,827 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares; 2026Q2: 1,711 shares 1,711 $281K 0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,987 shares; 2024Q4: 3,973 shares; 2025Q1: 3,972 shares; 2025Q2: 3,798 shares; 2025Q3: 3,804 shares; 2025Q4: 3,808 shares; 2026Q1: 3,823 shares; 2026Q2: 3,797 shares 3,797 $276K 0.01% -26 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: 3,685 shares; 2024Q4: 3,605 shares; 2025Q1: 3,605 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares; 2025Q4: 3,595 shares; 2026Q1: 2,451 shares; 2026Q2: 4,901 shares 4,901 $275K 0.01% +2,450 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,997 shares; 2025Q3: 1,997 shares; 2025Q4: 1,848 shares; 2026Q1: 1,848 shares; 2026Q2: 1,848 shares 1,848 $271K 0.01% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,497 shares; 2024Q4: 7,235 shares; 2025Q1: 6,036 shares; 2025Q2: 6,036 shares; 2025Q3: 5,585 shares; 2025Q4: 5,585 shares; 2026Q1: 5,498 shares; 2026Q2: 5,498 shares 5,498 $271K 0.01% 0 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: 223,189 shares; 2024Q4: 244,280 shares; 2025Q1: 31,336 shares; 2025Q2: 24,074 shares; 2025Q3: 21,680 shares; 2025Q4: 22,709 shares; 2026Q1: 5,237 shares; 2026Q2: 5,170 shares 5,170 $271K 0.01% -67 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: 1,518 shares; 2024Q4: 1,523 shares; 2025Q1: 1,351 shares; 2025Q2: 1,272 shares; 2025Q3: 1,227 shares; 2025Q4: 1,311 shares; 2026Q1: 751 shares; 2026Q2: 746 shares 746 $270K 0.01% -5 Timeline VDE 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: 49,017 shares; 2024Q4: 50,338 shares; 2025Q1: 51,073 shares; 2025Q2: 51,239 shares; 2025Q3: 54,611 shares; 2025Q4: 8,210 shares; 2026Q1: 7,633 shares; 2026Q2: 1,788 shares 1,788 $268K 0.01% -5,845 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: 4,634 shares; 2024Q4: 4,634 shares; 2025Q1: 4,634 shares; 2025Q2: 4,679 shares; 2025Q3: 4,683 shares; 2025Q4: 4,683 shares; 2026Q1: 2,880 shares; 2026Q2: 2,880 shares 2,880 $264K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,552 shares; 2026Q1: not reported; 2026Q2: 2,534 shares 2,534 $262K 0.01% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776 shares; 2024Q4: 778 shares; 2025Q1: 785 shares; 2025Q2: 779 shares; 2025Q3: 780 shares; 2025Q4: 782 shares; 2026Q1: 782 shares; 2026Q2: 757 shares 757 $260K 0.01% -25 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,364 shares; 2024Q4: 4,364 shares; 2025Q1: 4,208 shares; 2025Q2: 4,208 shares; 2025Q3: 4,208 shares; 2025Q4: 3,616 shares; 2026Q1: 3,410 shares; 2026Q2: 3,410 shares 3,410 $258K 0.01% 0 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $254K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,337 shares; 2024Q4: 31,514 shares; 2025Q1: 27,150 shares; 2025Q2: 24,570 shares; 2025Q3: 24,314 shares; 2025Q4: 16,402 shares; 2026Q1: 12,183 shares; 2026Q2: 8,020 shares 8,020 $254K 0.01% -4,163 Timeline VTC 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: 2,661 shares; 2025Q4: 2,837 shares; 2026Q1: 2,923 shares; 2026Q2: 3,282 shares 3,282 $252K 0.01% +359 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,938 shares; 2024Q4: 11,938 shares; 2025Q1: 12,190 shares; 2025Q2: 12,190 shares; 2025Q3: 12,190 shares; 2025Q4: 12,133 shares; 2026Q1: 12,133 shares; 2026Q2: 12,133 shares 12,133 $251K 0.01% 0 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: 7,992 shares; 2024Q4: 6,109 shares; 2025Q1: 6,109 shares; 2025Q2: 6,078 shares; 2025Q3: 6,078 shares; 2025Q4: 5,224 shares; 2026Q1: 5,013 shares; 2026Q2: 4,938 shares 4,938 $246K 0.01% -75 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: 399 shares; 2025Q1: 423 shares; 2025Q2: 413 shares; 2025Q3: 414 shares; 2025Q4: 418 shares; 2026Q1: 258 shares; 2026Q2: 256 shares 256 $246K 0.01% -2 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: 4,910 shares; 2024Q4: 4,996 shares; 2025Q1: 4,840 shares; 2025Q2: 4,950 shares; 2025Q3: 4,954 shares; 2025Q4: 4,781 shares; 2026Q1: 2,013 shares; 2026Q2: 2,073 shares 2,073 $244K 0.01% +60 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 1,574 shares; 2026Q1: 1,575 shares; 2026Q2: 1,575 shares 1,575 $243K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,099 shares; 2024Q4: 2,134 shares; 2025Q1: 2,217 shares; 2025Q2: 2,092 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,803 shares; 2026Q2: 1,803 shares 1,803 $235K 0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,249 shares; 2024Q4: 6,335 shares; 2025Q1: 4,365 shares; 2025Q2: 3,563 shares; 2025Q3: 2,970 shares; 2025Q4: 2,938 shares; 2026Q1: 2,971 shares; 2026Q2: 2,938 shares 2,938 $232K 0.01% -33 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,639 shares; 2026Q1: 6,753 shares; 2026Q2: 5,903 shares 5,903 $232K 0.01% -850 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: 272 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 266 shares; 2026Q1: not reported; 2026Q2: 113 shares 113 $225K 0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 554 shares 554 $220K 0.01% new Timeline IPKW 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: 3,877 shares; 2025Q4: 3,877 shares; 2026Q1: 3,877 shares; 2026Q2: 3,877 shares 3,877 $218K 0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,923 shares; 2026Q1: not reported; 2026Q2: 3,914 shares 3,914 $216K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,827 shares; 2026Q1: 1,467 shares; 2026Q2: 1,351 shares 1,351 $213K 0.01% -116 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: 2,948 shares; 2024Q4: 2,923 shares; 2025Q1: 3,004 shares; 2025Q2: 3,004 shares; 2025Q3: 3,004 shares; 2025Q4: 2,909 shares; 2026Q1: 1,273 shares; 2026Q2: 1,111 shares 1,111 $212K 0.01% -162 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,517 shares 4,517 $211K 0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,347 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,231 shares 2,231 $210K 0.01% 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: 3,229 shares; 2024Q4: 2,755 shares; 2025Q1: 2,681 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,920 shares 1,920 $209K 0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 743 shares; 2024Q4: 732 shares; 2025Q1: 780 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 782 shares; 2026Q1: not reported; 2026Q2: 518 shares 518 $206K 0.01% new Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,353 shares; 2024Q4: 12,269 shares; 2025Q1: 6,994 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,753 shares 4,753 $206K 0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 478 shares 478 $204K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $203K 0.01% new Timeline NGEN NERVGEN PHARMA CORP More: the full row for NERVGEN PHARMA 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: 30,892 shares; 2026Q2: 32,653 shares 32,653 $67.3K <0.01% +1,761 Timeline SNOA SONOMA PHARMACEUTICALS INC More: the full row for SONOMA 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: 11,193 shares; 2026Q1: 11,193 shares; 2026Q2: 11,193 shares 11,193 $13.8K <0.01% 0 Timeline NSPR INSPIREMD INC More: the full row for INSPIREMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $7K <0.01% 0 Timeline