IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 289,612 shares; 2025Q1: 592,310 shares; 2025Q2: 688,072 shares; 2025Q3: 738,989 shares; 2025Q4: 797,304 shares; 2026Q1: 887,369 shares; 2026Q2: 1,018,889 shares; 2026Q3: 1,022,700 shares 1,022,700 $51.5M 8.75% +3,811 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; 2024Q4: not reported; 2025Q1: 1,226 shares; 2025Q2: 1,918 shares; 2025Q3: 58,491 shares; 2025Q4: 61,089 shares; 2026Q1: 68,200 shares; 2026Q2: 71,323 shares; 2026Q3: 70,448 shares 70,448 $49.4M 8.39% -875 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; 2024Q4: 1,020,134 shares; 2025Q1: 1,040,572 shares; 2025Q2: 888,264 shares; 2025Q3: 890,965 shares; 2025Q4: 896,932 shares; 2026Q1: 902,933 shares; 2026Q2: 864,797 shares; 2026Q3: 856,749 shares 856,749 $46.1M 7.82% -8,048 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 245,408 shares; 2026Q3: 1,422,899 shares 1,422,899 $45.9M 7.8% +1,177,491 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 683,921 shares; 2025Q1: 692,736 shares; 2025Q2: 664,241 shares; 2025Q3: 688,031 shares; 2025Q4: 732,753 shares; 2026Q1: 800,221 shares; 2026Q2: 930,045 shares; 2026Q3: 940,604 shares 940,604 $29M 4.93% +10,559 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 673,406 shares; 2025Q4: 702,149 shares; 2026Q1: 772,020 shares; 2026Q2: 806,137 shares; 2026Q3: 808,937 shares 808,937 $24.3M 4.12% +2,800 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185,758 shares; 2025Q4: 192,951 shares; 2026Q1: 206,652 shares; 2026Q2: 201,153 shares; 2026Q3: 201,564 shares 201,564 $19M 3.22% +411 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 320,127 shares; 2025Q1: 321,932 shares; 2025Q2: 312,263 shares; 2025Q3: 312,029 shares; 2025Q4: 320,636 shares; 2026Q1: 335,872 shares; 2026Q2: 327,596 shares; 2026Q3: 330,229 shares 330,229 $17.3M 2.94% +2,633 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 182,168 shares; 2026Q3: 190,429 shares 190,429 $17.2M 2.93% +8,261 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 264,551 shares; 2025Q1: 280,552 shares; 2025Q2: 281,064 shares; 2025Q3: 289,005 shares; 2025Q4: 303,969 shares; 2026Q1: 316,532 shares; 2026Q2: 304,539 shares; 2026Q3: 301,973 shares 301,973 $17.2M 2.92% -2,566 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 71,878 shares; 2025Q2: 331,662 shares; 2025Q3: 348,069 shares; 2025Q4: 357,135 shares; 2026Q1: 380,286 shares; 2026Q2: 409,529 shares; 2026Q3: 406,794 shares 406,794 $16.2M 2.76% -2,735 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 183,618 shares; 2025Q1: 175,490 shares; 2025Q2: 134,686 shares; 2025Q3: 134,964 shares; 2025Q4: 136,391 shares; 2026Q1: 138,630 shares; 2026Q2: 133,052 shares; 2026Q3: 131,467 shares 131,467 $15.5M 2.63% -1,585 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91,997 shares; 2026Q3: 89,691 shares 89,691 $14.1M 2.4% -2,306 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,853 shares; 2025Q1: 19,784 shares; 2025Q2: 36,632 shares; 2025Q3: 36,363 shares; 2025Q4: 35,531 shares; 2026Q1: 34,583 shares; 2026Q2: 23,356 shares; 2026Q3: 23,006 shares 23,006 $14M 2.38% -350 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,783 shares; 2025Q1: 41,059 shares; 2025Q2: 50,704 shares; 2025Q3: 50,605 shares; 2025Q4: 50,611 shares; 2026Q1: 53,182 shares; 2026Q2: 49,750 shares; 2026Q3: 49,829 shares 49,829 $11.4M 1.93% +79 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,620 shares; 2026Q2: 53,897 shares; 2026Q3: 130,681 shares 130,681 $11.1M 1.88% +76,784 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,433 shares; 2025Q1: 36,113 shares; 2025Q2: 33,580 shares; 2025Q3: 33,273 shares; 2025Q4: 32,879 shares; 2026Q1: 33,897 shares; 2026Q2: 32,606 shares; 2026Q3: 31,956 shares 31,956 $10.6M 1.81% -650 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; 2024Q4: 28,473 shares; 2025Q1: 27,832 shares; 2025Q2: 26,407 shares; 2025Q3: 27,568 shares; 2025Q4: 28,432 shares; 2026Q1: 30,577 shares; 2026Q2: 35,055 shares; 2026Q3: 34,872 shares 34,872 $10.6M 1.8% -183 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,168 shares; 2026Q1: 100,503 shares; 2026Q2: 122,932 shares; 2026Q3: 127,319 shares 127,319 $9.97M 1.69% +4,387 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,553 shares; 2026Q2: 426,562 shares; 2026Q3: 422,473 shares 422,473 $9.85M 1.67% -4,089 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,882 shares; 2026Q3: 58,612 shares 58,612 $9.42M 1.6% +48,730 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,760 shares; 2025Q4: 21,846 shares; 2026Q1: 25,109 shares; 2026Q2: 23,601 shares; 2026Q3: 20,632 shares 20,632 $8.2M 1.39% -2,969 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; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 645 shares; 2025Q3: 655 shares; 2025Q4: 636 shares; 2026Q1: 601 shares; 2026Q2: 11,108 shares; 2026Q3: 11,034 shares 11,034 $8M 1.36% -74 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,650 shares; 2025Q2: 8,553 shares; 2025Q3: 8,793 shares; 2025Q4: 9,070 shares; 2026Q1: 9,479 shares; 2026Q2: 9,006 shares; 2026Q3: 8,877 shares 8,877 $7.99M 1.36% -129 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,600 shares; 2025Q1: 2,885 shares; 2025Q2: 11,016 shares; 2025Q3: 11,459 shares; 2025Q4: 11,859 shares; 2026Q1: 13,281 shares; 2026Q2: 15,300 shares; 2026Q3: 14,905 shares 14,905 $7.64M 1.3% -395 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 548,621 shares; 2025Q1: 563,041 shares; 2025Q2: 537,925 shares; 2025Q3: 553,608 shares; 2025Q4: 572,740 shares; 2026Q1: 614,849 shares; 2026Q2: 600,446 shares; 2026Q3: 92,561 shares 92,561 $6.74M 1.15% -507,885 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,110 shares; 2025Q1: 18,177 shares; 2025Q2: 19,976 shares; 2025Q3: 19,433 shares; 2025Q4: 19,573 shares; 2026Q1: 19,733 shares; 2026Q2: 23,820 shares; 2026Q3: 24,367 shares 24,367 $6.19M 1.05% +547 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 202,541 shares; 2025Q1: 203,927 shares; 2025Q2: 197,779 shares; 2025Q3: 205,251 shares; 2025Q4: 235,157 shares; 2026Q1: 314,761 shares; 2026Q2: 511,882 shares; 2026Q3: 539,612 shares 539,612 $6.04M 1.03% +27,730 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,096 shares; 2025Q1: 30,220 shares; 2025Q2: 21,666 shares; 2025Q3: 21,258 shares; 2025Q4: 21,069 shares; 2026Q1: 21,216 shares; 2026Q2: 16,379 shares; 2026Q3: 16,722 shares 16,722 $5.75M 0.98% +343 Timeline XSMO 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; 2024Q4: not reported; 2025Q1: 15,570 shares; 2025Q2: 62,739 shares; 2025Q3: 63,580 shares; 2025Q4: 65,072 shares; 2026Q1: 69,137 shares; 2026Q2: 69,658 shares; 2026Q3: 70,355 shares 70,355 $5.74M 0.97% +697 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 159,092 shares 159,092 $5.41M 0.92% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,786 shares; 2026Q3: 4,425 shares 4,425 $4.71M 0.8% +639 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,840 shares; 2025Q1: 20,721 shares; 2025Q2: 16,275 shares; 2025Q3: 17,373 shares; 2025Q4: 18,455 shares; 2026Q1: 19,727 shares; 2026Q2: 22,631 shares; 2026Q3: 23,124 shares 23,124 $4.3M 0.73% +493 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,782 shares; 2026Q3: 47,765 shares 47,765 $3.95M 0.67% +4,983 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; 2024Q4: 34,368 shares; 2025Q1: 34,407 shares; 2025Q2: 31,107 shares; 2025Q3: 32,735 shares; 2025Q4: 35,967 shares; 2026Q1: 39,038 shares; 2026Q2: 42,106 shares; 2026Q3: 41,382 shares 41,382 $3.56M 0.61% -724 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,931 shares; 2025Q2: 4,612 shares; 2025Q3: 3,904 shares; 2025Q4: 3,336 shares; 2026Q1: 5,296 shares; 2026Q2: 12,731 shares; 2026Q3: 29,005 shares 29,005 $3.35M 0.57% +16,274 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,022 shares; 2025Q4: 6,448 shares; 2026Q1: 7,453 shares; 2026Q2: 5,723 shares; 2026Q3: 5,445 shares 5,445 $3.33M 0.57% -278 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,185 shares; 2026Q3: 17,334 shares 17,334 $3.22M 0.55% +149 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,275 shares; 2025Q1: 16,073 shares; 2025Q2: 14,905 shares; 2025Q3: 14,599 shares; 2025Q4: 15,265 shares; 2026Q1: 15,552 shares; 2026Q2: 15,251 shares; 2026Q3: 15,062 shares 15,062 $3.12M 0.53% -189 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,764 shares; 2025Q1: 8,338 shares; 2025Q2: 7,954 shares; 2025Q3: 7,831 shares; 2025Q4: 7,757 shares; 2026Q1: 7,696 shares; 2026Q2: 8,282 shares; 2026Q3: 8,492 shares 8,492 $3.01M 0.51% +210 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; 2024Q4: 18,715 shares; 2025Q1: 19,154 shares; 2025Q2: 17,318 shares; 2025Q3: 17,795 shares; 2025Q4: 19,206 shares; 2026Q1: 21,057 shares; 2026Q2: 24,678 shares; 2026Q3: 24,873 shares 24,873 $2.84M 0.48% +195 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,988 shares; 2025Q3: 18,421 shares; 2025Q4: 16,495 shares; 2026Q1: 17,192 shares; 2026Q2: 20,701 shares; 2026Q3: 20,852 shares 20,852 $2.37M 0.4% +151 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,635 shares; 2025Q3: 21,513 shares; 2025Q4: 19,221 shares; 2026Q1: 20,114 shares; 2026Q2: 24,343 shares; 2026Q3: 24,821 shares 24,821 $2.22M 0.38% +478 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104,801 shares; 2025Q1: 104,801 shares; 2025Q2: 104,801 shares; 2025Q3: 104,801 shares; 2025Q4: 104,801 shares; 2026Q1: 104,801 shares; 2026Q2: 104,801 shares; 2026Q3: 104,801 shares 104,801 $1.86M 0.32% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,585 shares; 2025Q1: 14,585 shares; 2025Q2: 14,585 shares; 2025Q3: 14,585 shares; 2025Q4: 14,585 shares; 2026Q1: 14,585 shares; 2026Q2: 14,585 shares; 2026Q3: 14,585 shares 14,585 $1.66M 0.28% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,550 shares; 2025Q1: 23,550 shares; 2025Q2: 25,950 shares; 2025Q3: 25,950 shares; 2025Q4: 25,950 shares; 2026Q1: 25,950 shares; 2026Q2: 27,950 shares; 2026Q3: 27,950 shares 27,950 $1.58M 0.27% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 167,155 shares; 2025Q1: 157,881 shares; 2025Q2: 133,809 shares; 2025Q3: 136,534 shares; 2025Q4: 139,884 shares; 2026Q1: 129,077 shares; 2026Q2: 23,128 shares; 2026Q3: 16,289 shares 16,289 $1.27M 0.22% -6,839 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; 2024Q4: 4,311 shares; 2025Q1: 4,121 shares; 2025Q2: 5,929 shares; 2025Q3: 5,839 shares; 2025Q4: 5,729 shares; 2026Q1: 5,738 shares; 2026Q2: 5,102 shares; 2026Q3: 5,062 shares 5,062 $1.26M 0.21% -40 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; 2024Q4: 1,797 shares; 2025Q1: 1,617 shares; 2025Q2: 1,256 shares; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares; 2026Q1: 1,287 shares; 2026Q2: 10,578 shares; 2026Q3: 9,932 shares 9,932 $1.25M 0.21% -646 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 2,940 shares; 2025Q3: 2,940 shares; 2025Q4: 2,940 shares; 2026Q1: 2,940 shares; 2026Q2: 2,940 shares; 2026Q3: 3,033 shares 3,033 $1.03M 0.18% +93 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,541 shares; 2025Q1: 1,177 shares; 2025Q2: 714 shares; 2025Q3: 789 shares; 2025Q4: 729 shares; 2026Q1: 702 shares; 2026Q2: 665 shares; 2026Q3: 2,735 shares 2,735 $983K 0.17% +2,070 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 493 shares; 2025Q1: 912 shares; 2025Q2: 892 shares; 2025Q3: 769 shares; 2025Q4: 656 shares; 2026Q1: 665 shares; 2026Q2: 6,142 shares; 2026Q3: 4,884 shares 4,884 $952K 0.16% -1,258 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,430 shares; 2025Q1: 3,181 shares; 2025Q2: 3,181 shares; 2025Q3: 3,181 shares; 2025Q4: 2,580 shares; 2026Q1: 2,581 shares; 2026Q2: 2,587 shares; 2026Q3: 2,607 shares 2,607 $916K 0.16% +20 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,478,079 shares; 2025Q1: 1,483,443 shares; 2025Q2: 1,270,714 shares; 2025Q3: 34,226 shares; 2025Q4: 31,504 shares; 2026Q1: 30,933 shares; 2026Q2: 27,175 shares; 2026Q3: 27,099 shares 27,099 $882K 0.15% -76 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,569 shares; 2025Q1: 12,039 shares; 2025Q2: 10,958 shares; 2025Q3: 1,084 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 556 shares; 2026Q3: 3,170 shares 3,170 $839K 0.14% +2,614 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; 2024Q4: 1,771 shares; 2025Q1: 1,811 shares; 2025Q2: 1,772 shares; 2025Q3: 1,792 shares; 2025Q4: 1,752 shares; 2026Q1: 1,864 shares; 2026Q2: 1,750 shares; 2026Q3: 1,654 shares 1,654 $824K 0.14% -96 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,619 shares; 2025Q3: 1,600 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares; 2026Q2: 6,508 shares; 2026Q3: 6,508 shares 6,508 $815K 0.14% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,607 shares; 2025Q1: 2,865 shares; 2025Q2: 2,809 shares; 2025Q3: 2,670 shares; 2025Q4: 1,219 shares; 2026Q1: 1,386 shares; 2026Q2: 2,347 shares; 2026Q3: 2,773 shares 2,773 $792K 0.13% +426 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,727 shares; 2025Q1: 8,292 shares; 2025Q2: 8,517 shares; 2025Q3: 8,173 shares; 2025Q4: 7,125 shares; 2026Q1: 7,400 shares; 2026Q2: 8,678 shares; 2026Q3: 9,817 shares 9,817 $765K 0.13% +1,139 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 853 shares; 2025Q1: 858 shares; 2025Q2: 808 shares; 2025Q3: 830 shares; 2025Q4: 2,335 shares; 2026Q1: 2,593 shares; 2026Q2: 4,281 shares; 2026Q3: 5,693 shares 5,693 $763K 0.13% +1,412 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,202 shares; 2025Q1: 4,087 shares; 2025Q2: 4,067 shares; 2025Q3: 3,911 shares; 2025Q4: 3,677 shares; 2026Q1: 3,555 shares; 2026Q2: 3,417 shares; 2026Q3: 3,209 shares 3,209 $703K 0.12% -208 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,627 shares; 2026Q2: 7,212 shares; 2026Q3: 5,387 shares 5,387 $641K 0.11% -1,825 Timeline VERA VERA THERAPEUTICS INC More: the full row for VERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,547 shares 19,547 $631K 0.11% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,289 shares; 2025Q1: 2,199 shares; 2025Q2: 2,233 shares; 2025Q3: 1,884 shares; 2025Q4: 1,546 shares; 2026Q1: 1,587 shares; 2026Q2: 1,578 shares; 2026Q3: 1,375 shares 1,375 $627K 0.11% -203 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; 2024Q4: 14,796 shares; 2025Q1: 15,280 shares; 2025Q2: 13,507 shares; 2025Q3: 12,785 shares; 2025Q4: 7,820 shares; 2026Q1: 1,829 shares; 2026Q2: 902 shares; 2026Q3: 848 shares 848 $627K 0.11% -54 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,555 shares; 2025Q1: 3,359 shares; 2025Q2: 1,646 shares; 2025Q3: 1,645 shares; 2025Q4: 1,645 shares; 2026Q1: 1,572 shares; 2026Q2: 7,862 shares; 2026Q3: 6,752 shares 6,752 $626K 0.11% -1,110 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; 2024Q4: 4,644 shares; 2025Q1: 4,644 shares; 2025Q2: 4,621 shares; 2025Q3: 4,621 shares; 2025Q4: 4,621 shares; 2026Q1: 4,621 shares; 2026Q2: 4,621 shares; 2026Q3: 4,547 shares 4,547 $602K 0.1% -74 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,898 shares; 2025Q2: 2,898 shares; 2025Q3: 2,898 shares; 2025Q4: 2,898 shares; 2026Q1: 2,913 shares; 2026Q2: 2,919 shares; 2026Q3: 2,722 shares 2,722 $546K 0.09% -197 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 19,536 shares; 2025Q2: 21,595 shares; 2025Q3: 18,536 shares; 2025Q4: 15,815 shares; 2026Q1: 16,622 shares; 2026Q2: 19,153 shares; 2026Q3: 24,787 shares 24,787 $539K 0.09% +5,634 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; 2024Q4: not reported; 2025Q1: 6,109 shares; 2025Q2: 6,716 shares; 2025Q3: 7,082 shares; 2025Q4: 5,959 shares; 2026Q1: 6,117 shares; 2026Q2: 6,323 shares; 2026Q3: 6,676 shares 6,676 $506K 0.09% +353 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 384,340 shares; 2025Q1: 190,606 shares; 2025Q2: 48,137 shares; 2025Q3: 16,288 shares; 2025Q4: 14,569 shares; 2026Q1: 11,614 shares; 2026Q2: 10,730 shares; 2026Q3: 9,766 shares 9,766 $500K 0.08% -964 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,733 shares; 2025Q1: 2,833 shares; 2025Q2: 2,783 shares; 2025Q3: 2,783 shares; 2025Q4: 2,783 shares; 2026Q1: 2,714 shares; 2026Q2: 2,714 shares; 2026Q3: 2,718 shares 2,718 $500K 0.08% +4 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,765 shares; 2025Q1: 8,908 shares; 2025Q2: 10,415 shares; 2025Q3: 8,986 shares; 2025Q4: 7,455 shares; 2026Q1: 7,491 shares; 2026Q2: 7,188 shares; 2026Q3: 6,654 shares 6,654 $432K 0.07% -534 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,225 shares; 2025Q2: 3,474 shares; 2025Q3: 3,460 shares; 2025Q4: 2,911 shares; 2026Q1: 2,998 shares; 2026Q2: 3,102 shares; 2026Q3: 3,275 shares 3,275 $425K 0.07% +173 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 138,499 shares; 2025Q1: 142,654 shares; 2025Q2: 138,340 shares; 2025Q3: 140,045 shares; 2025Q4: 149,236 shares; 2026Q1: 159,592 shares; 2026Q2: 16,244 shares; 2026Q3: 3,440 shares 3,440 $379K 0.06% -12,804 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; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 291 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 311 shares; 2026Q2: 332 shares; 2026Q3: 322 shares 322 $373K 0.06% -10 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,326 shares; 2025Q4: 3,122 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,174 shares 4,174 $341K 0.06% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,257 shares; 2026Q2: 2,586 shares; 2026Q3: 3,342 shares 3,342 $313K 0.05% +756 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,354 shares; 2025Q3: 47,533 shares; 2025Q4: 46,061 shares; 2026Q1: 47,022 shares; 2026Q2: 27,307 shares; 2026Q3: 26,196 shares 26,196 $288K 0.05% -1,111 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,552 shares; 2026Q1: 3,552 shares; 2026Q2: 3,518 shares; 2026Q3: 3,357 shares 3,357 $287K 0.05% -161 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,526 shares; 2025Q1: 99,915 shares; 2025Q2: 95,452 shares; 2025Q3: 96,509 shares; 2025Q4: 57,395 shares; 2026Q1: 13,358 shares; 2026Q2: 5,624 shares; 2026Q3: 5,658 shares 5,658 $280K 0.05% +34 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 656 shares; 2025Q1: 691 shares; 2025Q2: 682 shares; 2025Q3: 677 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 687 shares; 2026Q3: 971 shares 971 $267K 0.05% +284 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 486 shares; 2026Q2: 385 shares; 2026Q3: 386 shares 386 $259K 0.04% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 164 shares; 2026Q2: 164 shares; 2026Q3: 142 shares 142 $257K 0.04% -22 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,159 shares; 2025Q2: 4,515 shares; 2025Q3: 4,505 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,669 shares; 2026Q3: 5,930 shares 5,930 $247K 0.04% +1,261 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,338 shares 4,338 $243K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $238K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,234 shares; 2026Q3: 1,211 shares 1,211 $231K 0.04% -23 Timeline GSUI GRAYSCALE SUI STAKING ETF More: the full row for GRAYSCALE SUI STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,426 shares 13,426 $223K 0.04% new Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 256,952 shares; 2025Q1: 273,310 shares; 2025Q2: 32,336 shares; 2025Q3: 20,317 shares; 2025Q4: 14,763 shares; 2026Q1: 6,389 shares; 2026Q2: 3,703 shares; 2026Q3: 3,502 shares 3,502 $221K 0.04% -201 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 891 shares; 2026Q2: 891 shares; 2026Q3: 893 shares 893 $216K 0.04% +2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,424 shares; 2026Q3: 1,959 shares 1,959 $211K 0.04% -465 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 621 shares; 2026Q3: 626 shares 626 $206K 0.03% +5 Timeline