AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,442,483 shares; 2025Q3: 1,441,861 shares; 2025Q4: 1,440,807 shares; 2026Q1: 1,448,417 shares; 2026Q2: 1,432,536 shares 1,432,536 $415M 4.7% -15,881 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,817,112 shares; 2025Q3: 1,791,160 shares; 2025Q4: 1,788,694 shares; 2026Q1: 1,756,012 shares; 2026Q2: 1,727,000 shares 1,727,000 $346M 3.91% -29,012 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 733,310 shares; 2025Q3: 732,004 shares; 2025Q4: 740,195 shares; 2026Q1: 779,476 shares; 2026Q2: 808,387 shares 808,387 $302M 3.42% +28,911 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 947,793 shares; 2025Q3: 961,865 shares; 2025Q4: 1,005,805 shares; 2026Q1: 1,027,699 shares; 2026Q2: 3,620,231 shares 3,620,231 $292M 3.3% +2,592,532 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 791,411 shares; 2025Q3: 736,767 shares; 2025Q4: 723,179 shares; 2026Q1: 712,225 shares; 2026Q2: 661,508 shares 661,508 $236M 2.68% -50,717 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 910,879 shares; 2025Q3: 913,195 shares; 2025Q4: 945,890 shares; 2026Q1: 932,752 shares; 2026Q2: 922,568 shares 922,568 $220M 2.49% -10,184 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 529,840 shares; 2025Q3: 532,101 shares; 2025Q4: 529,528 shares; 2026Q1: 534,724 shares; 2026Q2: 534,193 shares 534,193 $202M 2.29% -531 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 445,383 shares; 2025Q3: 441,010 shares; 2025Q4: 441,521 shares; 2026Q1: 448,341 shares; 2026Q2: 512,205 shares 512,205 $168M 1.9% +63,864 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 172,129 shares; 2025Q3: 169,709 shares; 2025Q4: 162,359 shares; 2026Q1: 155,806 shares; 2026Q2: 142,243 shares 142,243 $151M 1.72% -13,563 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,007,399 shares; 2025Q3: 1,047,728 shares; 2025Q4: 1,180,198 shares; 2026Q1: 1,261,782 shares; 2026Q2: 1,350,277 shares 1,350,277 $143M 1.62% +88,495 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 387,851 shares; 2025Q3: 357,799 shares; 2025Q4: 367,573 shares; 2026Q1: 384,549 shares; 2026Q2: 383,766 shares 383,766 $136M 1.54% -783 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,454,549 shares; 2025Q3: 1,480,914 shares; 2025Q4: 1,585,564 shares; 2026Q1: 1,629,166 shares; 2026Q2: 1,775,418 shares 1,775,418 $126M 1.43% +146,252 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 479,725 shares; 2025Q3: 480,096 shares; 2025Q4: 481,949 shares; 2026Q1: 485,280 shares; 2026Q2: 489,495 shares 489,495 $123M 1.4% +4,215 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,104,310 shares; 2025Q3: 1,087,857 shares; 2025Q4: 1,058,439 shares; 2026Q1: 1,061,238 shares; 2026Q2: 1,030,575 shares 1,030,575 $121M 1.37% -30,663 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 181,511 shares; 2025Q3: 186,715 shares; 2025Q4: 186,511 shares; 2026Q1: 195,431 shares; 2026Q2: 224,463 shares 224,463 $112M 1.27% +29,032 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,873,337 shares; 2025Q3: 1,303,497 shares; 2025Q4: 1,384,944 shares; 2026Q1: 1,376,605 shares; 2026Q2: 1,328,794 shares 1,328,794 $109M 1.24% -47,811 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 638,707 shares; 2025Q3: 667,896 shares; 2025Q4: 684,558 shares; 2026Q1: 710,969 shares; 2026Q2: 706,838 shares 706,838 $96.6M 1.09% -4,131 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 131,690 shares; 2025Q3: 130,691 shares; 2025Q4: 134,652 shares; 2026Q1: 139,423 shares; 2026Q2: 170,676 shares 170,676 $96.1M 1.09% +31,253 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 734,214 shares; 2025Q3: 759,124 shares; 2025Q4: 766,971 shares; 2026Q1: 747,618 shares; 2026Q2: 738,473 shares 738,473 $94.9M 1.08% -9,145 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 107,480 shares; 2025Q3: 111,188 shares; 2025Q4: 152,130 shares; 2026Q1: 136,630 shares; 2026Q2: 135,179 shares 135,179 $92.8M 1.05% -1,451 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 122,946 shares; 2025Q3: 124,541 shares; 2025Q4: 125,080 shares; 2026Q1: 125,444 shares; 2026Q2: 123,646 shares 123,646 $92.3M 1.05% -1,798 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 853,702 shares; 2025Q3: 846,462 shares; 2025Q4: 846,107 shares; 2026Q1: 819,110 shares; 2026Q2: 806,574 shares 806,574 $91.4M 1.03% -12,536 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 233,416 shares; 2025Q3: 233,944 shares; 2025Q4: 237,623 shares; 2026Q1: 256,177 shares; 2026Q2: 260,271 shares 260,271 $89.3M 1.01% +4,094 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 202,503 shares; 2025Q3: 202,586 shares; 2025Q4: 204,891 shares; 2026Q1: 208,285 shares; 2026Q2: 207,784 shares 207,784 $88.5M 1% -501 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 473,384 shares; 2025Q3: 471,747 shares; 2025Q4: 469,457 shares; 2026Q1: 458,723 shares; 2026Q2: 453,609 shares 453,609 $86.1M 0.97% -5,114 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 695,622 shares; 2025Q3: 749,453 shares; 2025Q4: 773,460 shares; 2026Q1: 767,587 shares; 2026Q2: 870,014 shares 870,014 $83.9M 0.95% +102,427 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 49,237 shares; 2025Q3: 50,157 shares; 2025Q4: 63,621 shares; 2026Q1: 65,139 shares; 2026Q2: 68,243 shares 68,243 $81.9M 0.93% +3,104 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 193,991 shares; 2025Q3: 191,389 shares; 2025Q4: 190,046 shares; 2026Q1: 187,319 shares; 2026Q2: 185,258 shares 185,258 $77.9M 0.88% -2,061 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 75,473 shares; 2025Q3: 75,190 shares; 2025Q4: 76,463 shares; 2026Q1: 81,663 shares; 2026Q2: 83,268 shares 83,268 $77.9M 0.88% +1,605 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 273,277 shares; 2025Q3: 281,036 shares; 2025Q4: 284,630 shares; 2026Q1: 287,224 shares; 2026Q2: 285,214 shares 285,214 $77.6M 0.88% -2,010 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 622,596 shares; 2025Q3: 627,366 shares; 2025Q4: 694,326 shares; 2026Q1: 747,893 shares; 2026Q2: 802,018 shares 802,018 $77.5M 0.88% +54,125 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 88,940 shares; 2025Q3: 90,681 shares; 2025Q4: 97,229 shares; 2026Q1: 101,256 shares; 2026Q2: 100,336 shares 100,336 $75.1M 0.85% -920 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 398,370 shares; 2025Q3: 404,866 shares; 2025Q4: 446,684 shares; 2026Q1: 480,292 shares; 2026Q2: 478,739 shares 478,739 $70.2M 0.8% -1,553 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 114,352 shares; 2025Q3: 115,912 shares; 2025Q4: 112,901 shares; 2026Q1: 98,343 shares; 2026Q2: 95,762 shares 95,762 $69.2M 0.78% -2,581 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 965,534 shares; 2025Q3: 956,063 shares; 2025Q4: 954,365 shares; 2026Q1: 921,399 shares; 2026Q2: 911,109 shares 911,109 $67.7M 0.77% -10,290 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 197,043 shares; 2025Q3: 195,048 shares; 2025Q4: 196,900 shares; 2026Q1: 196,861 shares; 2026Q2: 195,619 shares 195,619 $66.7M 0.76% -1,242 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 148,351 shares; 2025Q3: 171,569 shares; 2025Q4: 177,475 shares; 2026Q1: 185,077 shares; 2026Q2: 187,720 shares 187,720 $66.2M 0.75% +2,643 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 140,306 shares; 2025Q3: 141,412 shares; 2025Q4: 143,404 shares; 2026Q1: 265,803 shares; 2026Q2: 267,782 shares 267,782 $65.9M 0.75% +1,979 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 213,961 shares; 2025Q3: 214,054 shares; 2025Q4: 221,236 shares; 2026Q1: 227,570 shares; 2026Q2: 237,515 shares 237,515 $64.2M 0.73% +9,945 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,202,205 shares; 2025Q3: 1,210,932 shares; 2025Q4: 1,322,692 shares; 2026Q1: 1,846,314 shares; 2026Q2: 2,533,641 shares 2,533,641 $61.2M 0.69% +687,327 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 112,027 shares; 2025Q3: 112,477 shares; 2025Q4: 116,001 shares; 2026Q1: 120,362 shares; 2026Q2: 492,300 shares 492,300 $61.1M 0.69% +371,938 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,547,812 shares; 2025Q3: 1,571,231 shares; 2025Q4: 1,763,856 shares; 2026Q1: 1,796,078 shares; 2026Q2: 1,761,252 shares 1,761,252 $59.6M 0.68% -34,826 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 108,519 shares; 2025Q3: 111,048 shares; 2025Q4: 117,600 shares; 2026Q1: 124,637 shares; 2026Q2: 126,891 shares 126,891 $58.2M 0.66% +2,254 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 375,929 shares; 2025Q3: 377,190 shares; 2025Q4: 365,041 shares; 2026Q1: 382,857 shares; 2026Q2: 384,601 shares 384,601 $52.1M 0.59% +1,744 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 291,288 shares; 2025Q3: 273,712 shares; 2025Q4: 274,638 shares; 2026Q1: 276,193 shares; 2026Q2: 274,753 shares 274,753 $49.7M 0.56% -1,440 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 284,008 shares; 2025Q3: 310,643 shares; 2025Q4: 302,324 shares; 2026Q1: 297,670 shares; 2026Q2: 289,816 shares 289,816 $48M 0.54% -7,854 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 121,059 shares; 2025Q3: 119,201 shares; 2025Q4: 108,519 shares; 2026Q1: 93,222 shares; 2026Q2: 108,182 shares 108,182 $46.9M 0.53% +14,960 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 85,705 shares; 2025Q3: 89,198 shares; 2025Q4: 90,066 shares; 2026Q1: 90,151 shares; 2026Q2: 91,340 shares 91,340 $45.8M 0.52% +1,189 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 64,215 shares; 2025Q3: 66,230 shares; 2025Q4: 65,015 shares; 2026Q1: 63,739 shares; 2026Q2: 62,409 shares 62,409 $43.9M 0.5% -1,330 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 411,784 shares; 2025Q3: 414,644 shares; 2025Q4: 406,535 shares; 2026Q1: 424,672 shares; 2026Q2: 421,068 shares 421,068 $43.8M 0.5% -3,604 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 184,657 shares; 2025Q3: 184,561 shares; 2025Q4: 184,904 shares; 2026Q1: 166,891 shares; 2026Q2: 160,444 shares 160,444 $40.7M 0.46% -6,447 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,621 shares; 2025Q3: 8,561 shares; 2025Q4: 8,658 shares; 2026Q1: 8,966 shares; 2026Q2: 227,399 shares 227,399 $40.5M 0.46% +218,433 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 227,556 shares; 2025Q3: 227,693 shares; 2025Q4: 224,893 shares; 2026Q1: 226,777 shares; 2026Q2: 218,205 shares 218,205 $40.3M 0.46% -8,572 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,826 shares; 2025Q3: 23,857 shares; 2025Q4: 23,699 shares; 2026Q1: 20,948 shares; 2026Q2: 20,244 shares 20,244 $40.3M 0.46% -704 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 339,264 shares; 2025Q3: 337,895 shares; 2025Q4: 461,461 shares; 2026Q1: 424,297 shares; 2026Q2: 523,378 shares 523,378 $40.1M 0.45% +99,081 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 945,455 shares; 2025Q3: 922,118 shares; 2025Q4: 1,096,794 shares; 2026Q1: 1,138,230 shares; 2026Q2: 1,122,636 shares 1,122,636 $39.1M 0.44% -15,594 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 73,605 shares; 2025Q3: 73,832 shares; 2025Q4: 75,076 shares; 2026Q1: 76,035 shares; 2026Q2: 76,459 shares 76,459 $38.9M 0.44% +424 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 254,449 shares; 2025Q3: 250,507 shares; 2025Q4: 197,678 shares; 2026Q1: 165,828 shares; 2026Q2: 151,703 shares 151,703 $38.7M 0.44% -14,125 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 90,914 shares; 2025Q3: 91,836 shares; 2025Q4: 94,012 shares; 2026Q1: 103,534 shares; 2026Q2: 104,681 shares 104,681 $38.7M 0.44% +1,147 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 523,597 shares; 2025Q3: 489,018 shares; 2025Q4: 498,686 shares; 2026Q1: 507,895 shares; 2026Q2: 489,709 shares 489,709 $37.8M 0.43% -18,186 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 130,861 shares; 2025Q3: 135,753 shares; 2025Q4: 146,816 shares; 2026Q1: 157,106 shares; 2026Q2: 155,710 shares 155,710 $37.7M 0.43% -1,396 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 266,893 shares; 2025Q3: 252,352 shares; 2025Q4: 249,741 shares; 2026Q1: 242,228 shares; 2026Q2: 239,181 shares 239,181 $37.5M 0.42% -3,047 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 137,482 shares; 2025Q3: 162,699 shares; 2025Q4: 162,743 shares; 2026Q1: 177,523 shares; 2026Q2: 177,944 shares 177,944 $37.2M 0.42% +421 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 121,622 shares; 2025Q3: 122,301 shares; 2025Q4: 124,387 shares; 2026Q1: 126,729 shares; 2026Q2: 129,167 shares 129,167 $36M 0.41% +2,438 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 678,167 shares; 2025Q3: 669,721 shares; 2025Q4: 667,764 shares; 2026Q1: 655,395 shares; 2026Q2: 639,579 shares 639,579 $34.7M 0.39% -15,816 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 581,489 shares; 2025Q3: 650,322 shares; 2025Q4: 1,277,827 shares; 2026Q1: 1,261,255 shares; 2026Q2: 1,393,510 shares 1,393,510 $33.9M 0.38% +132,255 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 176,230 shares; 2025Q3: 180,011 shares; 2025Q4: 188,801 shares; 2026Q1: 246,976 shares; 2026Q2: 272,977 shares 272,977 $32.1M 0.36% +26,001 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 168,218 shares; 2025Q3: 151,687 shares; 2025Q4: 150,710 shares; 2026Q1: 153,745 shares; 2026Q2: 155,526 shares 155,526 $31.4M 0.36% +1,781 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 182,838 shares; 2025Q3: 187,071 shares; 2025Q4: 185,767 shares; 2026Q1: 191,775 shares; 2026Q2: 195,298 shares 195,298 $30.6M 0.35% +3,523 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 81,285 shares; 2025Q3: 86,771 shares; 2025Q4: 88,196 shares; 2026Q1: 89,601 shares; 2026Q2: 88,224 shares 88,224 $30.1M 0.34% -1,377 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,340,737 shares; 2025Q3: 1,510,977 shares; 2025Q4: 1,523,956 shares; 2026Q1: 1,663,832 shares; 2026Q2: 1,674,842 shares 1,674,842 $29.7M 0.34% +11,010 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 215,375 shares; 2025Q3: 209,731 shares; 2025Q4: 207,131 shares; 2026Q1: 207,376 shares; 2026Q2: 205,242 shares 205,242 $29.4M 0.33% -2,134 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 80,701 shares; 2025Q3: 77,026 shares; 2025Q4: 155,449 shares; 2026Q1: 154,972 shares; 2026Q2: 153,807 shares 153,807 $29.3M 0.33% -1,165 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 231,622 shares; 2025Q3: 214,214 shares; 2025Q4: 203,332 shares; 2026Q1: 200,793 shares; 2026Q2: 194,652 shares 194,652 $28.9M 0.33% -6,141 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 263,784 shares; 2025Q3: 261,946 shares; 2025Q4: 257,916 shares; 2026Q1: 258,650 shares; 2026Q2: 251,017 shares 251,017 $28.8M 0.33% -7,633 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 90,115 shares; 2025Q3: 88,685 shares; 2025Q4: 87,496 shares; 2026Q1: 86,045 shares; 2026Q2: 85,361 shares 85,361 $28.2M 0.32% -684 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 180,512 shares; 2025Q3: 171,752 shares; 2025Q4: 181,240 shares; 2026Q1: 170,594 shares; 2026Q2: 201,620 shares 201,620 $28.2M 0.32% +31,026 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 79,089 shares; 2025Q3: 78,937 shares; 2025Q4: 77,766 shares; 2026Q1: 78,916 shares; 2026Q2: 77,424 shares 77,424 $28M 0.32% -1,492 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 41,881 shares; 2025Q3: 41,437 shares; 2025Q4: 39,869 shares; 2026Q1: 39,584 shares; 2026Q2: 40,720 shares 40,720 $25.8M 0.29% +1,136 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 302,814 shares; 2025Q3: 311,728 shares; 2025Q4: 310,812 shares; 2026Q1: 322,093 shares; 2026Q2: 314,768 shares 314,768 $25.6M 0.29% -7,325 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 404,894 shares; 2025Q3: 413,805 shares; 2025Q4: 433,278 shares; 2026Q1: 471,546 shares; 2026Q2: 444,524 shares 444,524 $25.1M 0.28% -27,022 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 576,882 shares; 2025Q3: 575,462 shares; 2025Q4: 561,221 shares; 2026Q1: 585,802 shares; 2026Q2: 586,306 shares 586,306 $24.8M 0.28% +504 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 92,436 shares; 2025Q3: 94,132 shares; 2025Q4: 95,570 shares; 2026Q1: 102,379 shares; 2026Q2: 103,102 shares 103,102 $24.5M 0.28% +723 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 118,725 shares; 2025Q3: 120,670 shares; 2025Q4: 122,005 shares; 2026Q1: 125,465 shares; 2026Q2: 127,167 shares 127,167 $24.2M 0.27% +1,702 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 107,150 shares 107,150 $24M 0.27% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 271,837 shares; 2025Q3: 265,157 shares; 2025Q4: 262,378 shares; 2026Q1: 260,342 shares; 2026Q2: 259,689 shares 259,689 $24M 0.27% -653 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 288,977 shares; 2025Q3: 297,007 shares; 2025Q4: 277,659 shares; 2026Q1: 295,306 shares; 2026Q2: 288,757 shares 288,757 $23.9M 0.27% -6,549 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 224,800 shares; 2025Q3: 275,492 shares; 2025Q4: 284,512 shares; 2026Q1: 275,953 shares; 2026Q2: 271,157 shares 271,157 $23.8M 0.27% -4,796 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 407,569 shares; 2025Q3: 398,638 shares; 2025Q4: 390,348 shares; 2026Q1: 401,070 shares; 2026Q2: 392,696 shares 392,696 $23.7M 0.27% -8,374 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 67,126 shares; 2025Q3: 46,010 shares; 2025Q4: 44,722 shares; 2026Q1: 41,014 shares; 2026Q2: 56,860 shares 56,860 $23.6M 0.27% +15,846 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 47,708 shares; 2025Q3: 35,226 shares; 2025Q4: 33,169 shares; 2026Q1: 32,378 shares; 2026Q2: 31,175 shares 31,175 $23.6M 0.27% -1,203 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 212,897 shares; 2025Q3: 218,198 shares; 2025Q4: 218,580 shares; 2026Q1: 219,048 shares; 2026Q2: 227,292 shares 227,292 $23.6M 0.27% +8,244 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 106,772 shares 106,772 $23.6M 0.27% new Timeline TIIV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 748,518 shares; 2025Q4: 750,548 shares; 2026Q1: 817,506 shares; 2026Q2: 808,538 shares 808,538 $23.6M 0.27% -8,968 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 129,155 shares; 2025Q3: 153,503 shares; 2025Q4: 155,267 shares; 2026Q1: 159,564 shares; 2026Q2: 160,932 shares 160,932 $23.6M 0.27% +1,368 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 125,730 shares; 2025Q3: 124,623 shares; 2025Q4: 130,923 shares; 2026Q1: 131,445 shares; 2026Q2: 130,072 shares 130,072 $23.4M 0.26% -1,373 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 47,538 shares; 2025Q3: 47,975 shares; 2025Q4: 49,609 shares; 2026Q1: 45,067 shares; 2026Q2: 42,923 shares 42,923 $21.9M 0.25% -2,144 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 91,534 shares; 2025Q3: 90,845 shares; 2025Q4: 97,463 shares; 2026Q1: 96,946 shares; 2026Q2: 98,061 shares 98,061 $21.9M 0.25% +1,115 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 192,495 shares; 2025Q3: 192,583 shares; 2025Q4: 200,991 shares; 2026Q1: 214,398 shares; 2026Q2: 209,767 shares 209,767 $21.4M 0.24% -4,631 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 30,694 shares; 2025Q3: 28,566 shares; 2025Q4: 28,329 shares; 2026Q1: 27,683 shares; 2026Q2: 26,945 shares 26,945 $21.4M 0.24% -738 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 225,772 shares; 2025Q3: 223,306 shares; 2025Q4: 225,703 shares; 2026Q1: 226,345 shares; 2026Q2: 223,296 shares 223,296 $21.4M 0.24% -3,049 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 31,162 shares; 2025Q3: 29,209 shares; 2025Q4: 31,736 shares; 2026Q1: 36,628 shares; 2026Q2: 247,501 shares 247,501 $21.3M 0.24% +210,873 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 327,270 shares; 2025Q3: 348,123 shares; 2025Q4: 352,734 shares; 2026Q1: 371,857 shares; 2026Q2: 352,764 shares 352,764 $21.1M 0.24% -19,093 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 199,522 shares; 2025Q3: 201,083 shares; 2025Q4: 197,206 shares; 2026Q1: 196,849 shares; 2026Q2: 195,495 shares 195,495 $20.9M 0.24% -1,354 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 229,384 shares; 2025Q3: 228,799 shares; 2025Q4: 230,482 shares; 2026Q1: 251,845 shares; 2026Q2: 257,916 shares 257,916 $20.2M 0.23% +6,071 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 100,264 shares; 2025Q3: 94,573 shares; 2025Q4: 95,500 shares; 2026Q1: 95,200 shares; 2026Q2: 94,896 shares 94,896 $20.1M 0.23% -304 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 112,508 shares; 2025Q3: 113,082 shares; 2025Q4: 106,336 shares; 2026Q1: 119,749 shares; 2026Q2: 120,265 shares 120,265 $19.7M 0.22% +516 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,095 shares; 2025Q3: 12,895 shares; 2025Q4: 14,560 shares; 2026Q1: 21,339 shares; 2026Q2: 25,741 shares 25,741 $19M 0.21% +4,402 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 133,957 shares; 2025Q3: 139,761 shares; 2025Q4: 141,140 shares; 2026Q1: 139,250 shares; 2026Q2: 137,773 shares 137,773 $18.7M 0.21% -1,477 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 617,303 shares; 2025Q3: 609,251 shares; 2025Q4: 609,319 shares; 2026Q1: 610,658 shares; 2026Q2: 611,732 shares 611,732 $18.5M 0.21% +1,074 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,527 shares; 2025Q3: 8,794 shares; 2025Q4: 9,050 shares; 2026Q1: 162,975 shares; 2026Q2: 147,591 shares 147,591 $17.3M 0.2% -15,384 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 112,866 shares; 2025Q3: 110,741 shares; 2025Q4: 113,533 shares; 2026Q1: 111,237 shares; 2026Q2: 112,374 shares 112,374 $17.1M 0.19% +1,137 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 128,858 shares; 2025Q3: 129,688 shares; 2025Q4: 135,091 shares; 2026Q1: 132,749 shares; 2026Q2: 134,656 shares 134,656 $17M 0.19% +1,907 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,456 shares; 2025Q3: 23,356 shares; 2025Q4: 236,835 shares; 2026Q1: 232,240 shares; 2026Q2: 236,547 shares 236,547 $16.9M 0.19% +4,307 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 138,829 shares; 2025Q3: 138,794 shares; 2025Q4: 103,411 shares; 2026Q1: 129,036 shares; 2026Q2: 127,268 shares 127,268 $16.6M 0.19% -1,768 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 39,974 shares; 2025Q3: 45,160 shares; 2025Q4: 60,762 shares; 2026Q1: 73,995 shares; 2026Q2: 75,225 shares 75,225 $16.4M 0.19% +1,230 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 62,112 shares; 2025Q3: 61,205 shares; 2025Q4: 61,030 shares; 2026Q1: 59,618 shares; 2026Q2: 58,173 shares 58,173 $16.4M 0.19% -1,445 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 269,754 shares; 2025Q3: 286,050 shares; 2025Q4: 288,648 shares; 2026Q1: 290,369 shares; 2026Q2: 288,703 shares 288,703 $16.3M 0.18% -1,666 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 349,116 shares; 2025Q3: 344,829 shares; 2025Q4: 343,787 shares; 2026Q1: 346,231 shares; 2026Q2: 342,101 shares 342,101 $16.3M 0.18% -4,130 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 121,229 shares; 2025Q3: 124,842 shares; 2025Q4: 139,942 shares; 2026Q1: 141,281 shares; 2026Q2: 165,707 shares 165,707 $16.1M 0.18% +24,426 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 250,528 shares; 2025Q3: 251,787 shares; 2025Q4: 254,146 shares; 2026Q1: 245,413 shares; 2026Q2: 242,153 shares 242,153 $16.1M 0.18% -3,260 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 29,054 shares; 2025Q3: 32,710 shares; 2025Q4: 33,559 shares; 2026Q1: 35,929 shares; 2026Q2: 40,339 shares 40,339 $16M 0.18% +4,410 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 36,225 shares; 2025Q3: 46,307 shares; 2025Q4: 51,869 shares; 2026Q1: 63,010 shares; 2026Q2: 136,408 shares 136,408 $15.9M 0.18% +73,398 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 108,420 shares; 2025Q3: 109,022 shares; 2025Q4: 90,002 shares; 2026Q1: 90,388 shares; 2026Q2: 90,152 shares 90,152 $15.9M 0.18% -236 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 179,415 shares; 2025Q3: 179,190 shares; 2025Q4: 179,558 shares; 2026Q1: 184,391 shares; 2026Q2: 182,608 shares 182,608 $15.8M 0.18% -1,783 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 317,712 shares; 2025Q3: 348,412 shares; 2025Q4: 343,506 shares; 2026Q1: 339,511 shares; 2026Q2: 333,766 shares 333,766 $15.5M 0.18% -5,745 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,541 shares; 2026Q2: 43,665 shares 43,665 $15.5M 0.18% +14,124 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 542,570 shares; 2025Q3: 522,802 shares; 2025Q4: 684,271 shares; 2026Q1: 473,275 shares; 2026Q2: 474,504 shares 474,504 $15M 0.17% +1,229 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 49,126 shares; 2025Q3: 49,246 shares; 2025Q4: 45,664 shares; 2026Q1: 51,151 shares; 2026Q2: 51,046 shares 51,046 $15M 0.17% -105 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 68,192 shares; 2025Q3: 67,418 shares; 2025Q4: 67,428 shares; 2026Q1: 86,332 shares; 2026Q2: 86,533 shares 86,533 $14.7M 0.17% +201 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 53,476 shares; 2025Q3: 52,945 shares; 2025Q4: 52,535 shares; 2026Q1: 52,178 shares; 2026Q2: 51,966 shares 51,966 $14.6M 0.16% -212 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 258,651 shares; 2025Q3: 287,262 shares; 2025Q4: 289,759 shares; 2026Q1: 289,829 shares; 2026Q2: 289,056 shares 289,056 $14.4M 0.16% -773 Timeline DFEM 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 215,150 shares; 2025Q3: 221,267 shares; 2025Q4: 284,260 shares; 2026Q1: 311,106 shares; 2026Q2: 345,648 shares 345,648 $14M 0.16% +34,542 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 36,521 shares; 2025Q3: 36,112 shares; 2025Q4: 44,284 shares; 2026Q1: 46,473 shares; 2026Q2: 45,110 shares 45,110 $13.8M 0.16% -1,363 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 129,042 shares; 2025Q3: 126,432 shares; 2025Q4: 125,482 shares; 2026Q1: 124,442 shares; 2026Q2: 123,456 shares 123,456 $13.3M 0.15% -986 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 90,660 shares; 2025Q3: 93,010 shares; 2025Q4: 98,713 shares; 2026Q1: 96,251 shares; 2026Q2: 93,418 shares 93,418 $12.8M 0.14% -2,833 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 143,767 shares; 2025Q3: 133,486 shares; 2025Q4: 127,989 shares; 2026Q1: 141,805 shares; 2026Q2: 139,166 shares 139,166 $12.8M 0.14% -2,639 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,540 shares; 2025Q3: 12,036 shares; 2025Q4: 12,224 shares; 2026Q1: 11,709 shares; 2026Q2: 11,217 shares 11,217 $12.7M 0.14% -492 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 180,063 shares; 2025Q3: 187,136 shares; 2025Q4: 191,606 shares; 2026Q1: 202,294 shares; 2026Q2: 206,466 shares 206,466 $12.6M 0.14% +4,172 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 139,888 shares; 2025Q3: 135,261 shares; 2025Q4: 133,166 shares; 2026Q1: 131,970 shares; 2026Q2: 129,119 shares 129,119 $12.4M 0.14% -2,851 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 203,083 shares; 2025Q3: 199,220 shares; 2025Q4: 196,606 shares; 2026Q1: 192,226 shares; 2026Q2: 189,213 shares 189,213 $12.4M 0.14% -3,013 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 33,181 shares; 2025Q3: 33,008 shares; 2025Q4: 34,177 shares; 2026Q1: 33,223 shares; 2026Q2: 33,016 shares 33,016 $12.3M 0.14% -207 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 62,896 shares; 2025Q3: 63,941 shares; 2025Q4: 55,877 shares; 2026Q1: 61,071 shares; 2026Q2: 60,044 shares 60,044 $12.3M 0.14% -1,027 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 221,773 shares; 2025Q3: 220,936 shares; 2025Q4: 218,976 shares; 2026Q1: 219,379 shares; 2026Q2: 216,319 shares 216,319 $12.2M 0.14% -3,060 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 36,921 shares; 2025Q3: 37,533 shares; 2025Q4: 38,195 shares; 2026Q1: 39,027 shares; 2026Q2: 38,014 shares 38,014 $12M 0.14% -1,013 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 329,413 shares; 2025Q3: 329,158 shares; 2025Q4: 329,286 shares; 2026Q1: 327,824 shares; 2026Q2: 326,389 shares 326,389 $11.8M 0.13% -1,435 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 151,481 shares; 2025Q3: 146,238 shares; 2025Q4: 146,475 shares; 2026Q1: 155,781 shares; 2026Q2: 152,876 shares 152,876 $11.5M 0.13% -2,905 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 114,979 shares; 2025Q3: 111,545 shares; 2025Q4: 108,606 shares; 2026Q1: 107,496 shares; 2026Q2: 106,097 shares 106,097 $11.4M 0.13% -1,399 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 40,545 shares; 2025Q3: 41,937 shares; 2025Q4: 40,389 shares; 2026Q1: 50,885 shares; 2026Q2: 50,360 shares 50,360 $10.9M 0.12% -525 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 53,219 shares; 2025Q3: 54,629 shares; 2025Q4: 57,353 shares; 2026Q1: 57,682 shares; 2026Q2: 54,613 shares 54,613 $10.8M 0.12% -3,069 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,371 shares; 2025Q3: 1,367 shares; 2025Q4: 1,369 shares; 2026Q1: 13,550 shares; 2026Q2: 14,615 shares 14,615 $10.5M 0.12% +1,065 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 41,867 shares; 2025Q3: 39,984 shares; 2025Q4: 38,592 shares; 2026Q1: 40,878 shares; 2026Q2: 40,360 shares 40,360 $10.5M 0.12% -518 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,101 shares; 2026Q2: 106,167 shares 106,167 $10.2M 0.12% +3,066 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 74,976 shares; 2025Q3: 75,744 shares; 2025Q4: 81,049 shares; 2026Q1: 102,419 shares; 2026Q2: 91,053 shares 91,053 $10M 0.11% -11,366 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,201 shares; 2025Q3: 1,294 shares; 2025Q4: 1,302 shares; 2026Q1: 10,489 shares; 2026Q2: 14,011 shares 14,011 $9.99M 0.11% +3,522 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 31,044 shares; 2025Q3: 28,971 shares; 2025Q4: 31,367 shares; 2026Q1: 32,580 shares; 2026Q2: 32,890 shares 32,890 $9.97M 0.11% +310 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 32,412 shares; 2025Q3: 32,771 shares; 2025Q4: 33,019 shares; 2026Q1: 67,548 shares; 2026Q2: 79,918 shares 79,918 $9.94M 0.11% +12,370 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 55,307 shares; 2025Q3: 55,151 shares; 2025Q4: 56,156 shares; 2026Q1: 61,280 shares; 2026Q2: 60,803 shares 60,803 $9.87M 0.11% -477 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,602 shares; 2025Q3: 13,781 shares; 2025Q4: 17,750 shares; 2026Q1: 18,024 shares; 2026Q2: 17,918 shares 17,918 $9.43M 0.11% -106 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 22,640 shares; 2025Q3: 21,985 shares; 2025Q4: 112,666 shares; 2026Q1: 96,235 shares; 2026Q2: 94,700 shares 94,700 $9.4M 0.11% -1,535 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,985 shares; 2025Q3: 7,970 shares; 2025Q4: 8,277 shares; 2026Q1: 8,092 shares; 2026Q2: 7,998 shares 7,998 $9.4M 0.11% -94 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 327,037 shares; 2025Q3: 353,201 shares; 2025Q4: 343,629 shares; 2026Q1: 354,082 shares; 2026Q2: 355,591 shares 355,591 $9.36M 0.11% +1,509 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 34,244 shares; 2025Q3: 31,931 shares; 2025Q4: 21,674 shares; 2026Q1: 21,058 shares; 2026Q2: 20,903 shares 20,903 $9.32M 0.11% -155 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 189,522 shares; 2025Q3: 180,713 shares; 2025Q4: 215,813 shares; 2026Q1: 247,310 shares; 2026Q2: 307,502 shares 307,502 $9.23M 0.1% +60,192 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 26,284 shares; 2025Q3: 26,170 shares; 2025Q4: 26,187 shares; 2026Q1: 26,379 shares; 2026Q2: 26,018 shares 26,018 $8.96M 0.1% -361 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,061 shares; 2025Q3: 7,038 shares; 2025Q4: 7,050 shares; 2026Q1: 6,663 shares; 2026Q2: 15,349 shares 15,349 $8.92M 0.1% +8,686 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 119,015 shares; 2025Q3: 111,864 shares; 2025Q4: 93,694 shares; 2026Q1: 118,072 shares; 2026Q2: 124,061 shares 124,061 $8.92M 0.1% +5,989 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 49,270 shares; 2025Q3: 39,083 shares; 2025Q4: 33,010 shares; 2026Q1: 24,558 shares; 2026Q2: 40,658 shares 40,658 $8.88M 0.1% +16,100 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 40,729 shares; 2025Q3: 32,972 shares; 2025Q4: 32,491 shares; 2026Q1: 31,859 shares; 2026Q2: 29,559 shares 29,559 $8.88M 0.1% -2,300 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,514 shares; 2025Q3: 21,979 shares; 2025Q4: 22,136 shares; 2026Q1: 22,001 shares; 2026Q2: 21,921 shares 21,921 $8.82M 0.1% -80 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 147,431 shares; 2025Q3: 147,420 shares; 2025Q4: 148,620 shares; 2026Q1: 153,852 shares; 2026Q2: 151,973 shares 151,973 $8.77M 0.1% -1,879 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 596,696 shares; 2025Q3: 612,214 shares; 2025Q4: 624,194 shares; 2026Q1: 375,744 shares; 2026Q2: 89,025 shares 89,025 $8.58M 0.1% -286,719 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 46,378 shares; 2025Q3: 52,870 shares; 2025Q4: 55,574 shares; 2026Q1: 56,867 shares; 2026Q2: 56,413 shares 56,413 $8.54M 0.1% -454 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 21,453 shares; 2025Q3: 20,664 shares; 2025Q4: 21,180 shares; 2026Q1: 22,611 shares; 2026Q2: 22,730 shares 22,730 $8.37M 0.09% +119 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 171,585 shares; 2025Q3: 149,455 shares; 2025Q4: 145,842 shares; 2026Q1: 144,172 shares; 2026Q2: 142,506 shares 142,506 $8.23M 0.09% -1,666 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,034 shares; 2025Q3: 2,043 shares; 2025Q4: 3,236 shares; 2026Q1: 21,697 shares; 2026Q2: 40,702 shares 40,702 $8.17M 0.09% +19,005 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 85,867 shares; 2025Q3: 83,457 shares; 2025Q4: 82,232 shares; 2026Q1: 80,249 shares; 2026Q2: 77,969 shares 77,969 $8.07M 0.09% -2,280 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 31,019 shares; 2025Q3: 30,709 shares; 2025Q4: 31,049 shares; 2026Q1: 31,421 shares; 2026Q2: 30,193 shares 30,193 $8.02M 0.09% -1,228 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 47,489 shares; 2025Q3: 42,697 shares; 2025Q4: 96,874 shares; 2026Q1: 50,745 shares; 2026Q2: 50,412 shares 50,412 $7.97M 0.09% -333 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 105,453 shares; 2025Q3: 119,587 shares; 2025Q4: 124,277 shares; 2026Q1: 127,381 shares; 2026Q2: 127,364 shares 127,364 $7.73M 0.09% -17 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 128,817 shares; 2025Q3: 123,837 shares; 2025Q4: 128,426 shares; 2026Q1: 126,702 shares; 2026Q2: 128,109 shares 128,109 $7.39M 0.08% +1,407 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 157,969 shares; 2025Q3: 160,130 shares; 2025Q4: 157,707 shares; 2026Q1: 161,210 shares; 2026Q2: 161,413 shares 161,413 $7.16M 0.08% +203 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 63,815 shares; 2025Q3: 63,000 shares; 2025Q4: 63,985 shares; 2026Q1: 64,050 shares; 2026Q2: 62,515 shares 62,515 $7.14M 0.08% -1,535 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 51,631 shares; 2025Q3: 51,681 shares; 2025Q4: 51,537 shares; 2026Q1: 50,567 shares; 2026Q2: 51,189 shares 51,189 $7.04M 0.08% +622 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 37,504 shares; 2025Q3: 36,950 shares; 2025Q4: 37,349 shares; 2026Q1: 37,451 shares; 2026Q2: 37,133 shares 37,133 $6.88M 0.08% -318 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 122,509 shares; 2025Q3: 121,796 shares; 2025Q4: 120,372 shares; 2026Q1: 116,266 shares; 2026Q2: 118,188 shares 118,188 $6.81M 0.08% +1,922 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 138,113 shares; 2025Q3: 83,269 shares; 2025Q4: 83,258 shares; 2026Q1: 82,366 shares; 2026Q2: 81,862 shares 81,862 $6.76M 0.08% -504 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 14,685 shares; 2025Q3: 15,734 shares; 2025Q4: 14,451 shares; 2026Q1: 13,605 shares; 2026Q2: 14,098 shares 14,098 $6.73M 0.08% +493 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 51,206 shares; 2025Q3: 51,136 shares; 2025Q4: 49,656 shares; 2026Q1: 48,416 shares; 2026Q2: 47,081 shares 47,081 $6.72M 0.08% -1,335 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 25,341 shares; 2025Q3: 31,596 shares; 2025Q4: 35,917 shares; 2026Q1: 37,945 shares; 2026Q2: 40,508 shares 40,508 $6.67M 0.08% +2,563 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,252 shares; 2025Q3: 7,131 shares; 2025Q4: 7,206 shares; 2026Q1: 7,418 shares; 2026Q2: 4,759 shares 4,759 $6.58M 0.07% -2,659 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 73,275 shares; 2025Q3: 73,231 shares; 2025Q4: 73,231 shares; 2026Q1: 73,271 shares; 2026Q2: 73,282 shares 73,282 $6.52M 0.07% +11 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 72,873 shares; 2025Q3: 73,561 shares; 2025Q4: 73,400 shares; 2026Q1: 73,275 shares; 2026Q2: 73,211 shares 73,211 $6.43M 0.07% -64 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,509 shares; 2025Q4: 2,006 shares; 2026Q1: not reported; 2026Q2: 63,522 shares 63,522 $6.37M 0.07% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 75,934 shares; 2025Q3: 74,320 shares; 2025Q4: 72,501 shares; 2026Q1: 69,971 shares; 2026Q2: 68,195 shares 68,195 $6.37M 0.07% -1,776 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 133,859 shares; 2025Q3: 127,542 shares; 2025Q4: 127,742 shares; 2026Q1: 123,256 shares; 2026Q2: 119,518 shares 119,518 $6.27M 0.07% -3,738 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 176,320 shares; 2025Q3: 173,770 shares; 2025Q4: 170,328 shares; 2026Q1: 167,138 shares; 2026Q2: 163,659 shares 163,659 $6.23M 0.07% -3,479 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 25,578 shares; 2025Q3: 24,502 shares; 2025Q4: 25,788 shares; 2026Q1: 25,066 shares; 2026Q2: 25,255 shares 25,255 $6.14M 0.07% +189 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 26,141 shares; 2025Q3: 27,047 shares; 2025Q4: 26,882 shares; 2026Q1: 26,910 shares; 2026Q2: 26,858 shares 26,858 $6.09M 0.07% -52 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 56,171 shares; 2025Q3: 57,718 shares; 2025Q4: 61,483 shares; 2026Q1: 92,499 shares; 2026Q2: 92,198 shares 92,198 $5.94M 0.07% -301 Timeline SIXA 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 128,431 shares; 2025Q3: 109,025 shares; 2025Q4: 109,025 shares; 2026Q1: 109,025 shares; 2026Q2: 104,025 shares 104,025 $5.83M 0.07% -5,000 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 75,932 shares; 2025Q3: 54,249 shares; 2025Q4: 54,106 shares; 2026Q1: 53,793 shares; 2026Q2: 52,831 shares 52,831 $5.76M 0.07% -962 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 27,673 shares; 2025Q3: 27,907 shares; 2025Q4: 26,900 shares; 2026Q1: 26,747 shares; 2026Q2: 26,105 shares 26,105 $5.76M 0.07% -642 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 67,992 shares; 2025Q3: 66,235 shares; 2025Q4: 70,646 shares; 2026Q1: 65,885 shares; 2026Q2: 63,798 shares 63,798 $5.51M 0.06% -2,087 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 43,624 shares; 2025Q3: 40,232 shares; 2025Q4: 38,674 shares; 2026Q1: 51,668 shares; 2026Q2: 50,658 shares 50,658 $5.45M 0.06% -1,010 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,705 shares; 2025Q3: 11,288 shares; 2025Q4: 12,203 shares; 2026Q1: 13,581 shares; 2026Q2: 13,241 shares 13,241 $5.42M 0.06% -340 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 232,428 shares; 2025Q3: 229,768 shares; 2025Q4: 229,897 shares; 2026Q1: 227,981 shares; 2026Q2: 224,786 shares 224,786 $5.41M 0.06% -3,195 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 22,895 shares; 2025Q3: 22,806 shares; 2025Q4: 45,813 shares; 2026Q1: 45,641 shares; 2026Q2: 45,262 shares 45,262 $5.31M 0.06% -379 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 100,699 shares; 2025Q3: 97,248 shares; 2025Q4: 99,643 shares; 2026Q1: 99,089 shares; 2026Q2: 98,517 shares 98,517 $5.28M 0.06% -572 Timeline CWI 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 125,117 shares; 2025Q3: 124,186 shares; 2025Q4: 129,139 shares; 2026Q1: 129,674 shares; 2026Q2: 129,527 shares 129,527 $5.27M 0.06% -147 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 16 shares; 2025Q3: 13 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $5.24M 0.06% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 26,003 shares; 2025Q3: 25,589 shares; 2025Q4: 25,565 shares; 2026Q1: 25,836 shares; 2026Q2: 27,054 shares 27,054 $5.09M 0.06% +1,218 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 32,904 shares; 2025Q3: 32,442 shares; 2025Q4: 32,745 shares; 2026Q1: 34,096 shares; 2026Q2: 31,929 shares 31,929 $5.07M 0.06% -2,167 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,055 shares; 2025Q3: 11,162 shares; 2025Q4: 10,816 shares; 2026Q1: 10,537 shares; 2026Q2: 9,674 shares 9,674 $4.97M 0.06% -863 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 29,101 shares; 2025Q3: 31,294 shares; 2025Q4: 33,307 shares; 2026Q1: 32,857 shares; 2026Q2: 32,561 shares 32,561 $4.93M 0.06% -296 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 122,384 shares; 2025Q3: 121,032 shares; 2025Q4: 116,843 shares; 2026Q1: 121,732 shares; 2026Q2: 125,170 shares 125,170 $4.87M 0.06% +3,438 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,287 shares; 2025Q3: 8,296 shares; 2025Q4: 8,219 shares; 2026Q1: 8,344 shares; 2026Q2: 8,374 shares 8,374 $4.84M 0.05% +30 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 19,315 shares; 2025Q3: 19,456 shares; 2025Q4: 19,365 shares; 2026Q1: 19,377 shares; 2026Q2: 18,998 shares 18,998 $4.79M 0.05% -379 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 31,517 shares; 2025Q3: 30,518 shares; 2025Q4: 29,651 shares; 2026Q1: 29,895 shares; 2026Q2: 29,619 shares 29,619 $4.38M 0.05% -276 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 50,426 shares; 2025Q3: 51,520 shares; 2025Q4: 50,829 shares; 2026Q1: 49,883 shares; 2026Q2: 47,702 shares 47,702 $4.33M 0.05% -2,181 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,700 shares; 2025Q3: 11,397 shares; 2025Q4: 11,096 shares; 2026Q1: 10,432 shares; 2026Q2: 10,833 shares 10,833 $4.27M 0.05% +401 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 27,405 shares; 2025Q3: 29,375 shares; 2025Q4: 30,384 shares; 2026Q1: 28,844 shares; 2026Q2: 28,677 shares 28,677 $4.2M 0.05% -167 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,077 shares 62,077 $4.12M 0.05% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 89,875 shares; 2025Q3: 86,869 shares; 2025Q4: 84,136 shares; 2026Q1: 81,295 shares; 2026Q2: 78,690 shares 78,690 $4.1M 0.05% -2,605 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 69,228 shares; 2025Q3: 67,816 shares; 2025Q4: 71,727 shares; 2026Q1: 72,075 shares; 2026Q2: 71,841 shares 71,841 $4.06M 0.05% -234 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 54,456 shares; 2025Q3: 54,336 shares; 2025Q4: 54,041 shares; 2026Q1: 54,447 shares; 2026Q2: 53,182 shares 53,182 $3.98M 0.05% -1,265 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,808 shares; 2025Q3: 10,226 shares; 2025Q4: 10,814 shares; 2026Q1: 11,129 shares; 2026Q2: 10,890 shares 10,890 $3.98M 0.05% -239 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 37,266 shares; 2025Q3: 36,395 shares; 2025Q4: 34,762 shares; 2026Q1: 33,868 shares; 2026Q2: 33,726 shares 33,726 $3.96M 0.04% -142 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 79,640 shares; 2025Q3: 77,462 shares; 2025Q4: 75,685 shares; 2026Q1: 73,863 shares; 2026Q2: 72,642 shares 72,642 $3.91M 0.04% -1,221 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 36,032 shares; 2025Q3: 31,657 shares; 2025Q4: 32,095 shares; 2026Q1: 41,675 shares; 2026Q2: 39,116 shares 39,116 $3.87M 0.04% -2,559 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,219 shares; 2025Q3: 1,342 shares; 2025Q4: 1,298 shares; 2026Q1: 1,281 shares; 2026Q2: 12,830 shares 12,830 $3.87M 0.04% +11,549 Timeline JEPQ 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 19,218 shares; 2025Q3: 18,128 shares; 2025Q4: 18,478 shares; 2026Q1: 52,483 shares; 2026Q2: 62,843 shares 62,843 $3.86M 0.04% +10,360 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,360 shares; 2026Q2: 17,174 shares 17,174 $3.83M 0.04% +15,814 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 33,224 shares; 2025Q3: 33,508 shares; 2025Q4: 33,460 shares; 2026Q1: 35,345 shares; 2026Q2: 36,677 shares 36,677 $3.77M 0.04% +1,332 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,000 shares 100,000 $3.7M 0.04% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 63,209 shares; 2025Q3: 62,793 shares; 2025Q4: 68,389 shares; 2026Q1: 67,024 shares; 2026Q2: 68,657 shares 68,657 $3.67M 0.04% +1,633 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 380,500 shares; 2025Q3: 298,080 shares; 2025Q4: 153,215 shares; 2026Q1: 151,121 shares; 2026Q2: 147,843 shares 147,843 $3.67M 0.04% -3,278 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,725 shares; 2025Q3: 16,159 shares; 2025Q4: 15,823 shares; 2026Q1: 15,901 shares; 2026Q2: 16,112 shares 16,112 $3.66M 0.04% +211 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 54,172 shares; 2025Q3: 53,609 shares; 2025Q4: 51,412 shares; 2026Q1: 49,953 shares; 2026Q2: 48,481 shares 48,481 $3.61M 0.04% -1,472 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,905 shares; 2025Q3: 16,845 shares; 2025Q4: 17,257 shares; 2026Q1: 20,441 shares; 2026Q2: 15,237 shares 15,237 $3.61M 0.04% -5,204 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 16,981 shares; 2025Q3: 16,641 shares; 2025Q4: 16,186 shares; 2026Q1: 16,405 shares; 2026Q2: 15,839 shares 15,839 $3.5M 0.04% -566 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,002 shares; 2025Q3: 2,677 shares; 2025Q4: 2,748 shares; 2026Q1: 2,697 shares; 2026Q2: 3,452 shares 3,452 $3.49M 0.04% +755 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 22,116 shares; 2025Q3: 21,884 shares; 2025Q4: 21,245 shares; 2026Q1: 21,605 shares; 2026Q2: 21,512 shares 21,512 $3.48M 0.04% -93 Timeline PSK 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 162,972 shares; 2025Q3: 155,993 shares; 2025Q4: 136,052 shares; 2026Q1: 110,928 shares; 2026Q2: 110,380 shares 110,380 $3.37M 0.04% -548 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 77,350 shares; 2025Q3: 97,492 shares; 2025Q4: 49,433 shares; 2026Q1: 47,275 shares; 2026Q2: 49,216 shares 49,216 $3.37M 0.04% +1,941 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 20,891 shares; 2025Q3: 20,794 shares; 2025Q4: 20,149 shares; 2026Q1: 19,880 shares; 2026Q2: 19,876 shares 19,876 $3.36M 0.04% -4 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,814 shares; 2025Q3: 6,847 shares; 2025Q4: 7,370 shares; 2026Q1: 7,031 shares; 2026Q2: 34,214 shares 34,214 $3.3M 0.04% +27,183 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 35,763 shares; 2025Q3: 35,615 shares; 2025Q4: 36,218 shares; 2026Q1: 34,075 shares; 2026Q2: 33,004 shares 33,004 $3.25M 0.04% -1,071 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 32,789 shares; 2025Q3: 32,885 shares; 2025Q4: 32,424 shares; 2026Q1: 31,488 shares; 2026Q2: 29,465 shares 29,465 $3.23M 0.04% -2,023 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 136,023 shares; 2025Q3: 112,547 shares; 2025Q4: 112,402 shares; 2026Q1: 108,999 shares; 2026Q2: 108,999 shares 108,999 $3.21M 0.04% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 79,622 shares; 2025Q3: 79,067 shares; 2025Q4: 78,212 shares; 2026Q1: 79,571 shares; 2026Q2: 83,931 shares 83,931 $3.2M 0.04% +4,360 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,738 shares; 2025Q3: 12,360 shares; 2025Q4: 13,909 shares; 2026Q1: 10,779 shares; 2026Q2: 10,618 shares 10,618 $3.16M 0.04% -161 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,613 shares; 2025Q3: 22,787 shares; 2025Q4: 22,681 shares; 2026Q1: 23,389 shares; 2026Q2: 23,014 shares 23,014 $3.15M 0.04% -375 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 14,391 shares; 2025Q3: 14,115 shares; 2025Q4: 13,351 shares; 2026Q1: 11,877 shares; 2026Q2: 11,438 shares 11,438 $3.09M 0.04% -439 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 126,463 shares; 2025Q3: 125,117 shares; 2025Q4: 122,439 shares; 2026Q1: 115,924 shares; 2026Q2: 113,251 shares 113,251 $3.08M 0.03% -2,673 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,015 shares; 2025Q3: 3,300 shares; 2025Q4: 3,506 shares; 2026Q1: 3,182 shares; 2026Q2: 3,048 shares 3,048 $2.93M 0.03% -134 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,702 shares; 2025Q3: 12,682 shares; 2025Q4: 12,368 shares; 2026Q1: 12,081 shares; 2026Q2: 11,773 shares 11,773 $2.92M 0.03% -308 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 16,201 shares; 2025Q3: 16,125 shares; 2025Q4: 16,473 shares; 2026Q1: 17,245 shares; 2026Q2: 16,861 shares 16,861 $2.92M 0.03% -384 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 34,795 shares; 2025Q3: 33,608 shares; 2025Q4: 32,608 shares; 2026Q1: 31,183 shares; 2026Q2: 31,631 shares 31,631 $2.9M 0.03% +448 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,500 shares; 2026Q1: 45,491 shares; 2026Q2: 45,491 shares 45,491 $2.85M 0.03% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,600 shares; 2025Q3: 7,516 shares; 2025Q4: 7,583 shares; 2026Q1: 8,405 shares; 2026Q2: 9,698 shares 9,698 $2.82M 0.03% +1,293 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 452,072 shares; 2025Q3: 457,527 shares; 2025Q4: 439,788 shares; 2026Q1: 427,025 shares; 2026Q2: 65,071 shares 65,071 $2.81M 0.03% -361,954 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,321 shares; 2025Q3: 3,309 shares; 2025Q4: 3,062 shares; 2026Q1: 2,791 shares; 2026Q2: 23,342 shares 23,342 $2.79M 0.03% +20,551 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,069 shares; 2025Q3: 10,605 shares; 2025Q4: 15,653 shares; 2026Q1: 15,710 shares; 2026Q2: 16,866 shares 16,866 $2.77M 0.03% +1,156 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 55,150 shares; 2025Q3: 49,482 shares; 2025Q4: 55,129 shares; 2026Q1: 49,536 shares; 2026Q2: 48,181 shares 48,181 $2.75M 0.03% -1,355 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,636 shares; 2025Q3: 3,755 shares; 2025Q4: 4,202 shares; 2026Q1: 4,201 shares; 2026Q2: 3,576 shares 3,576 $2.73M 0.03% -625 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 33,668 shares; 2025Q3: 32,493 shares; 2025Q4: 32,710 shares; 2026Q1: 30,512 shares; 2026Q2: 31,908 shares 31,908 $2.7M 0.03% +1,396 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,345 shares; 2025Q3: 16,676 shares; 2025Q4: 16,752 shares; 2026Q1: 18,305 shares; 2026Q2: 17,101 shares 17,101 $2.67M 0.03% -1,204 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,323 shares; 2025Q3: 17,854 shares; 2025Q4: 26,442 shares; 2026Q1: 31,921 shares; 2026Q2: 31,910 shares 31,910 $2.67M 0.03% -11 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 32,762 shares; 2025Q3: 32,294 shares; 2025Q4: 32,716 shares; 2026Q1: 33,615 shares; 2026Q2: 32,049 shares 32,049 $2.66M 0.03% -1,566 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,870 shares; 2025Q3: 23,618 shares; 2025Q4: 49,566 shares; 2026Q1: 54,274 shares; 2026Q2: 52,366 shares 52,366 $2.66M 0.03% -1,908 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 25,217 shares; 2025Q3: 24,907 shares; 2025Q4: 50,028 shares; 2026Q1: 51,460 shares; 2026Q2: 49,896 shares 49,896 $2.65M 0.03% -1,564 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,402 shares; 2025Q3: 6,986 shares; 2025Q4: 6,849 shares; 2026Q1: 6,563 shares; 2026Q2: 7,833 shares 7,833 $2.65M 0.03% +1,270 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,263 shares; 2025Q3: 12,420 shares; 2025Q4: 13,335 shares; 2026Q1: 12,295 shares; 2026Q2: 12,220 shares 12,220 $2.65M 0.03% -75 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,643 shares 33,643 $2.55M 0.03% new Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 55,331 shares; 2025Q3: 55,211 shares; 2025Q4: 54,428 shares; 2026Q1: 52,833 shares; 2026Q2: 52,002 shares 52,002 $2.53M 0.03% -831 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 56,824 shares; 2025Q3: 56,473 shares; 2025Q4: 55,741 shares; 2026Q1: 54,826 shares; 2026Q2: 53,622 shares 53,622 $2.5M 0.03% -1,204 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,051 shares; 2025Q3: 13,417 shares; 2025Q4: 13,486 shares; 2026Q1: 13,033 shares; 2026Q2: 11,125 shares 11,125 $2.49M 0.03% -1,908 Timeline SCHH 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 130,837 shares; 2025Q3: 131,050 shares; 2025Q4: 105,910 shares; 2026Q1: 105,910 shares; 2026Q2: 105,203 shares 105,203 $2.49M 0.03% -707 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 39,103 shares; 2025Q3: 39,267 shares; 2025Q4: 39,253 shares; 2026Q1: 37,235 shares; 2026Q2: 35,586 shares 35,586 $2.49M 0.03% -1,649 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,294 shares; 2025Q3: 4,294 shares; 2025Q4: 3,999 shares; 2026Q1: 3,828 shares; 2026Q2: 15,030 shares 15,030 $2.46M 0.03% +11,202 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,364 shares; 2025Q3: 3,213 shares; 2025Q4: 3,727 shares; 2026Q1: 24,146 shares; 2026Q2: 25,989 shares 25,989 $2.46M 0.03% +1,843 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 79,693 shares; 2025Q3: 78,103 shares; 2025Q4: 75,938 shares; 2026Q1: 73,887 shares; 2026Q2: 72,641 shares 72,641 $2.44M 0.03% -1,246 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 54,083 shares; 2025Q3: 53,149 shares; 2025Q4: 54,507 shares; 2026Q1: 51,149 shares; 2026Q2: 51,190 shares 51,190 $2.43M 0.03% +41 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,032 shares; 2025Q3: 5,936 shares; 2025Q4: 5,946 shares; 2026Q1: 7,123 shares; 2026Q2: 7,716 shares 7,716 $2.43M 0.03% +593 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 19,806 shares; 2025Q3: 20,647 shares; 2025Q4: 21,269 shares; 2026Q1: 24,607 shares; 2026Q2: 33,692 shares 33,692 $2.42M 0.03% +9,085 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 43,125 shares; 2025Q3: 43,773 shares; 2025Q4: 50,547 shares; 2026Q1: 53,141 shares; 2026Q2: 56,693 shares 56,693 $2.35M 0.03% +3,552 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 38,850 shares; 2025Q3: 30,117 shares; 2025Q4: 44,894 shares; 2026Q1: 47,003 shares; 2026Q2: 45,290 shares 45,290 $2.29M 0.03% -1,713 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,736 shares; 2025Q3: 3,574 shares; 2025Q4: 3,574 shares; 2026Q1: 3,574 shares; 2026Q2: 3,574 shares 3,574 $2.29M 0.03% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 42,192 shares; 2025Q3: 37,912 shares; 2025Q4: 36,383 shares; 2026Q1: 35,689 shares; 2026Q2: 33,395 shares 33,395 $2.28M 0.03% -2,294 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 21,202 shares; 2025Q3: 21,095 shares; 2025Q4: 20,466 shares; 2026Q1: 19,540 shares; 2026Q2: 19,189 shares 19,189 $2.26M 0.03% -351 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 68,460 shares; 2025Q3: 56,647 shares; 2025Q4: 57,520 shares; 2026Q1: 56,261 shares; 2026Q2: 55,283 shares 55,283 $2.25M 0.03% -978 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,200 shares; 2025Q3: 11,140 shares; 2025Q4: 10,710 shares; 2026Q1: 10,890 shares; 2026Q2: 10,818 shares 10,818 $2.23M 0.03% -72 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 39,200 shares; 2025Q3: 39,200 shares; 2025Q4: 38,647 shares; 2026Q1: 33,589 shares; 2026Q2: 33,389 shares 33,389 $2.2M 0.02% -200 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 40,217 shares; 2025Q3: 40,479 shares; 2025Q4: 39,506 shares; 2026Q1: 39,638 shares; 2026Q2: 39,275 shares 39,275 $2.18M 0.02% -363 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,021 shares; 2025Q3: 21,062 shares; 2025Q4: 23,848 shares; 2026Q1: 24,929 shares; 2026Q2: 25,722 shares 25,722 $2.13M 0.02% +793 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 24,994 shares; 2025Q3: 24,785 shares; 2025Q4: 23,875 shares; 2026Q1: 22,649 shares; 2026Q2: 21,197 shares 21,197 $2M 0.02% -1,452 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,016 shares; 2025Q3: 14,791 shares; 2025Q4: 14,807 shares; 2026Q1: 14,736 shares; 2026Q2: 13,686 shares 13,686 $2M 0.02% -1,050 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 44,909 shares; 2025Q4: 44,909 shares; 2026Q1: 43,834 shares; 2026Q2: 43,609 shares 43,609 $1.99M 0.02% -225 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,234 shares; 2025Q3: 8,503 shares; 2025Q4: 10,048 shares; 2026Q1: 11,731 shares; 2026Q2: 12,615 shares 12,615 $1.98M 0.02% +884 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 14,681 shares; 2025Q3: 15,190 shares; 2025Q4: 15,305 shares; 2026Q1: 15,450 shares; 2026Q2: 15,799 shares 15,799 $1.97M 0.02% +349 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 24,000 shares; 2025Q3: 23,918 shares; 2025Q4: 23,874 shares; 2026Q1: 23,874 shares; 2026Q2: 23,739 shares 23,739 $1.95M 0.02% -135 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 16,558 shares; 2025Q3: 15,678 shares; 2025Q4: 15,190 shares; 2026Q1: 17,492 shares; 2026Q2: 16,610 shares 16,610 $1.88M 0.02% -882 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,893 shares; 2025Q3: 3,893 shares; 2025Q4: 4,123 shares; 2026Q1: 4,123 shares; 2026Q2: 4,373 shares 4,373 $1.86M 0.02% +250 Timeline DISV 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 33,915 shares; 2025Q3: 35,280 shares; 2025Q4: 44,495 shares; 2026Q1: 47,680 shares; 2026Q2: 46,305 shares 46,305 $1.86M 0.02% -1,375 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,914 shares; 2025Q3: 7,403 shares; 2025Q4: 8,737 shares; 2026Q1: 8,670 shares; 2026Q2: 8,561 shares 8,561 $1.82M 0.02% -109 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,215 shares; 2025Q3: 1,687 shares; 2025Q4: 1,492 shares; 2026Q1: 1,079 shares; 2026Q2: 1,562 shares 1,562 $1.8M 0.02% +483 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,912 shares; 2025Q3: 4,581 shares; 2025Q4: 4,530 shares; 2026Q1: 4,257 shares; 2026Q2: 4,438 shares 4,438 $1.76M 0.02% +181 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 19,556 shares; 2025Q3: 19,071 shares; 2025Q4: 21,071 shares; 2026Q1: 21,091 shares; 2026Q2: 21,166 shares 21,166 $1.74M 0.02% +75 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 110,979 shares; 2025Q3: 119,944 shares; 2025Q4: 139,278 shares; 2026Q1: 142,224 shares; 2026Q2: 33,660 shares 33,660 $1.7M 0.02% -108,564 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 19,642 shares; 2025Q3: 19,150 shares; 2025Q4: 21,716 shares; 2026Q1: 24,649 shares; 2026Q2: 20,617 shares 20,617 $1.69M 0.02% -4,032 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 50,335 shares; 2025Q3: 49,772 shares; 2025Q4: 53,849 shares; 2026Q1: 51,550 shares; 2026Q2: 48,445 shares 48,445 $1.69M 0.02% -3,105 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 87,167 shares; 2025Q3: 87,429 shares; 2025Q4: 90,890 shares; 2026Q1: 102,656 shares; 2026Q2: 81,106 shares 81,106 $1.68M 0.02% -21,550 Timeline VRP 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 45,782 shares; 2025Q3: 43,957 shares; 2025Q4: 45,415 shares; 2026Q1: 52,071 shares; 2026Q2: 68,900 shares 68,900 $1.67M 0.02% +16,829 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,240 shares; 2025Q3: 3,231 shares; 2025Q4: 3,442 shares; 2026Q1: 3,413 shares; 2026Q2: 19,000 shares 19,000 $1.67M 0.02% +15,587 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 39,100 shares; 2025Q3: 36,532 shares; 2025Q4: 36,964 shares; 2026Q1: 35,845 shares; 2026Q2: 35,184 shares 35,184 $1.65M 0.02% -661 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 70,410 shares; 2025Q3: 53,239 shares; 2025Q4: 51,395 shares; 2026Q1: 50,513 shares; 2026Q2: 48,636 shares 48,636 $1.65M 0.02% -1,877 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 34,340 shares; 2025Q3: 33,982 shares; 2025Q4: 32,379 shares; 2026Q1: 30,548 shares; 2026Q2: 28,399 shares 28,399 $1.64M 0.02% -2,149 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 38,317 shares; 2025Q3: 38,323 shares; 2025Q4: 53,395 shares; 2026Q1: 54,467 shares; 2026Q2: 53,605 shares 53,605 $1.63M 0.02% -862 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 16,560 shares; 2025Q3: 17,365 shares; 2025Q4: 17,889 shares; 2026Q1: 20,904 shares; 2026Q2: 19,633 shares 19,633 $1.62M 0.02% -1,271 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 5,139 shares; 2025Q4: 4,727 shares; 2026Q1: 4,919 shares; 2026Q2: 4,682 shares 4,682 $1.61M 0.02% -237 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,061 shares; 2025Q3: 7,946 shares; 2025Q4: 7,785 shares; 2026Q1: 8,649 shares; 2026Q2: 8,745 shares 8,745 $1.56M 0.02% +96 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 14,790 shares; 2025Q3: 20,182 shares; 2025Q4: 19,591 shares; 2026Q1: 19,567 shares; 2026Q2: 16,395 shares 16,395 $1.51M 0.02% -3,172 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 14,154 shares; 2025Q3: 15,811 shares; 2025Q4: 16,075 shares; 2026Q1: 7,305 shares; 2026Q2: 3,685 shares 3,685 $1.5M 0.02% -3,620 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 848,541 shares; 2025Q3: 622,935 shares; 2025Q4: 504,078 shares; 2026Q1: 672,901 shares; 2026Q2: 54,118 shares 54,118 $1.48M 0.02% -618,783 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,376 shares; 2025Q3: 22,105 shares; 2025Q4: 21,443 shares; 2026Q1: 19,731 shares; 2026Q2: 18,663 shares 18,663 $1.48M 0.02% -1,068 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 55,364 shares; 2025Q3: 55,267 shares; 2025Q4: 54,758 shares; 2026Q1: 55,394 shares; 2026Q2: 53,144 shares 53,144 $1.42M 0.02% -2,250 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,303 shares; 2025Q3: 10,148 shares; 2025Q4: 11,406 shares; 2026Q1: 10,909 shares; 2026Q2: 21,828 shares 21,828 $1.37M 0.02% +10,919 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,935 shares; 2025Q3: 2,020 shares; 2025Q4: 1,989 shares; 2026Q1: 1,657 shares; 2026Q2: 1,387 shares 1,387 $1.34M 0.02% -270 Timeline DFAX 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 33,104 shares; 2025Q3: 34,612 shares; 2025Q4: 34,612 shares; 2026Q1: 35,343 shares; 2026Q2: 36,006 shares 36,006 $1.33M 0.02% +663 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,421 shares; 2025Q3: 3,171 shares; 2025Q4: 10,404 shares; 2026Q1: 12,317 shares; 2026Q2: 12,354 shares 12,354 $1.32M 0.01% +37 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,827 shares; 2025Q3: 7,827 shares; 2025Q4: 7,827 shares; 2026Q1: 7,827 shares; 2026Q2: 9,837 shares 9,837 $1.3M 0.01% +2,010 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 21,399 shares; 2025Q3: 17,283 shares; 2025Q4: 18,992 shares; 2026Q1: 17,453 shares; 2026Q2: 16,665 shares 16,665 $1.29M 0.01% -788 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,015 shares; 2025Q3: 22,999 shares; 2025Q4: 22,999 shares; 2026Q1: 22,999 shares; 2026Q2: 23,356 shares 23,356 $1.28M 0.01% +357 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,256 shares; 2025Q3: 15,117 shares; 2025Q4: 28,499 shares; 2026Q1: 28,559 shares; 2026Q2: 28,149 shares 28,149 $1.28M 0.01% -410 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,701 shares; 2025Q3: 7,757 shares; 2025Q4: 8,376 shares; 2026Q1: 8,039 shares; 2026Q2: 7,977 shares 7,977 $1.28M 0.01% -62 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,379 shares; 2025Q3: 6,379 shares; 2025Q4: 6,379 shares; 2026Q1: 6,379 shares; 2026Q2: 24,044 shares 24,044 $1.27M 0.01% +17,665 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,456 shares; 2025Q3: 2,428 shares; 2025Q4: 2,410 shares; 2026Q1: 2,278 shares; 2026Q2: 2,183 shares 2,183 $1.22M 0.01% -95 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 21,556 shares; 2025Q3: 20,121 shares; 2025Q4: 18,922 shares; 2026Q1: 35,965 shares; 2026Q2: 63,698 shares 63,698 $1.22M 0.01% +27,733 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,028 shares; 2025Q3: 3,790 shares; 2025Q4: 4,106 shares; 2026Q1: 4,664 shares; 2026Q2: 4,558 shares 4,558 $1.19M 0.01% -106 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,431 shares; 2025Q3: 9,363 shares; 2025Q4: 12,402 shares; 2026Q1: 15,492 shares; 2026Q2: 21,856 shares 21,856 $1.18M 0.01% +6,364 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,406 shares; 2025Q3: 6,443 shares; 2025Q4: 6,326 shares; 2026Q1: 6,726 shares; 2026Q2: 6,704 shares 6,704 $1.18M 0.01% -22 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,653 shares; 2025Q3: 22,596 shares; 2025Q4: 22,775 shares; 2026Q1: 23,348 shares; 2026Q2: 23,264 shares 23,264 $1.17M 0.01% -84 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 44,410 shares; 2025Q3: 44,410 shares; 2025Q4: 45,302 shares; 2026Q1: 44,093 shares; 2026Q2: 44,936 shares 44,936 $1.15M 0.01% +843 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,144 shares; 2025Q3: 7,178 shares; 2025Q4: 7,724 shares; 2026Q1: 7,950 shares; 2026Q2: 7,401 shares 7,401 $1.14M 0.01% -549 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,965 shares; 2025Q3: 9,113 shares; 2025Q4: 11,036 shares; 2026Q1: 9,315 shares; 2026Q2: 8,946 shares 8,946 $1.13M 0.01% -369 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,077 shares; 2025Q3: 952 shares; 2025Q4: 1,239 shares; 2026Q1: 1,656 shares; 2026Q2: 1,493 shares 1,493 $1.13M 0.01% -163 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 3,306 shares; 2025Q4: 15,428 shares; 2026Q1: 34,254 shares; 2026Q2: 33,642 shares 33,642 $1.12M 0.01% -612 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,839 shares; 2025Q3: 11,215 shares; 2025Q4: 11,192 shares; 2026Q1: 11,531 shares; 2026Q2: 14,665 shares 14,665 $1.12M 0.01% +3,134 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,849 shares; 2025Q3: 3,135 shares; 2025Q4: 3,153 shares; 2026Q1: 2,098 shares; 2026Q2: 2,139 shares 2,139 $1.11M 0.01% +41 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,057 shares; 2025Q3: 10,738 shares; 2025Q4: 10,478 shares; 2026Q1: 11,847 shares; 2026Q2: 12,896 shares 12,896 $1.1M 0.01% +1,049 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 20,795 shares; 2025Q3: 27,513 shares; 2025Q4: 27,744 shares; 2026Q1: 19,930 shares; 2026Q2: 14,566 shares 14,566 $1.07M 0.01% -5,364 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 34,665 shares; 2025Q3: 32,019 shares; 2025Q4: 33,456 shares; 2026Q1: 30,572 shares; 2026Q2: 28,577 shares 28,577 $1.06M 0.01% -1,995 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,634 shares; 2026Q1: 17,831 shares; 2026Q2: 17,508 shares 17,508 $1.05M 0.01% -323 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,196 shares; 2025Q3: 8,841 shares; 2025Q4: 8,544 shares; 2026Q1: 8,667 shares; 2026Q2: 8,682 shares 8,682 $1.03M 0.01% +15 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,760 shares; 2025Q3: 2,779 shares; 2025Q4: 2,834 shares; 2026Q1: 2,971 shares; 2026Q2: 2,914 shares 2,914 $1.03M 0.01% -57 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,972 shares; 2025Q3: 2,223 shares; 2025Q4: 2,162 shares; 2026Q1: 2,074 shares; 2026Q2: 2,081 shares 2,081 $1.02M 0.01% +7 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 20,682 shares; 2025Q3: 19,036 shares; 2025Q4: 18,854 shares; 2026Q1: 20,058 shares; 2026Q2: 19,492 shares 19,492 $1.02M 0.01% -566 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,780 shares; 2025Q3: 4,035 shares; 2025Q4: 3,833 shares; 2026Q1: 4,296 shares; 2026Q2: 4,242 shares 4,242 $1.01M 0.01% -54 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,152 shares; 2025Q3: 2,223 shares; 2025Q4: 2,182 shares; 2026Q1: 2,090 shares; 2026Q2: 1,881 shares 1,881 $983K 0.01% -209 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,615 shares; 2025Q3: 2,272 shares; 2025Q4: 3,664 shares; 2026Q1: 3,459 shares; 2026Q2: 3,988 shares 3,988 $982K 0.01% +529 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,451 shares; 2025Q3: 7,322 shares; 2025Q4: 4,574 shares; 2026Q1: 4,436 shares; 2026Q2: 4,321 shares 4,321 $981K 0.01% -115 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 215,037 shares; 2025Q3: 175,805 shares; 2025Q4: 168,900 shares; 2026Q1: 40,654 shares; 2026Q2: 28,348 shares 28,348 $964K 0.01% -12,306 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,760 shares; 2025Q3: 2,796 shares; 2025Q4: 2,796 shares; 2026Q1: 2,796 shares; 2026Q2: 2,796 shares 2,796 $947K 0.01% 0 Timeline SJNK 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 37,420 shares; 2025Q3: 37,420 shares; 2025Q4: 37,420 shares; 2026Q1: 37,420 shares; 2026Q2: 37,420 shares 37,420 $937K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,208 shares; 2025Q3: 18,176 shares; 2025Q4: 19,172 shares; 2026Q1: 13,628 shares; 2026Q2: 3,562 shares 3,562 $930K 0.01% -10,066 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,707 shares; 2026Q2: 9,957 shares 9,957 $902K 0.01% +5,250 Timeline VONG 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,424 shares; 2025Q3: 5,288 shares; 2025Q4: 5,896 shares; 2026Q1: 5,896 shares; 2026Q2: 6,953 shares 6,953 $889K 0.01% +1,057 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,424 shares; 2025Q3: 9,307 shares; 2025Q4: 9,124 shares; 2026Q1: 8,822 shares; 2026Q2: 10,576 shares 10,576 $884K 0.01% +1,754 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 27,685 shares; 2025Q3: 16,700 shares; 2025Q4: 16,700 shares; 2026Q1: 16,700 shares; 2026Q2: 16,700 shares 16,700 $870K 0.01% 0 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,478 shares; 2025Q3: 12,347 shares; 2025Q4: 11,287 shares; 2026Q1: 10,837 shares; 2026Q2: 10,659 shares 10,659 $870K 0.01% -178 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 21,303 shares; 2025Q3: 21,470 shares; 2025Q4: 21,470 shares; 2026Q1: 21,470 shares; 2026Q2: 21,470 shares 21,470 $863K 0.01% 0 Timeline XNTK 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $859K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,570 shares; 2025Q3: 3,322 shares; 2025Q4: 3,551 shares; 2026Q1: 4,894 shares; 2026Q2: 4,423 shares 4,423 $841K 0.01% -471 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,629 shares; 2025Q3: 17,035 shares; 2025Q4: 7,821 shares; 2026Q1: 10,457 shares; 2026Q2: 10,440 shares 10,440 $825K 0.01% -17 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,354 shares; 2025Q3: 4,456 shares; 2025Q4: 5,313 shares; 2026Q1: 4,834 shares; 2026Q2: 4,834 shares 4,834 $821K 0.01% 0 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,807 shares; 2025Q3: 17,086 shares; 2025Q4: 15,947 shares; 2026Q1: 14,612 shares; 2026Q2: 13,832 shares 13,832 $815K 0.01% -780 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,941 shares; 2025Q3: 3,107 shares; 2025Q4: 4,686 shares; 2026Q1: 4,061 shares; 2026Q2: 3,710 shares 3,710 $814K 0.01% -351 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,848 shares; 2025Q3: 4,794 shares; 2025Q4: 5,380 shares; 2026Q1: 4,632 shares; 2026Q2: 4,607 shares 4,607 $814K 0.01% -25 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,445 shares; 2025Q3: 6,211 shares; 2025Q4: 5,875 shares; 2026Q1: 6,214 shares; 2026Q2: 5,651 shares 5,651 $805K 0.01% -563 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,312 shares; 2025Q3: 8,710 shares; 2025Q4: 9,187 shares; 2026Q1: 9,188 shares; 2026Q2: 8,322 shares 8,322 $796K 0.01% -866 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 21,625 shares; 2025Q3: 19,168 shares; 2025Q4: 19,354 shares; 2026Q1: 18,604 shares; 2026Q2: 25,295 shares 25,295 $787K 0.01% +6,691 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,625 shares; 2025Q3: 9,225 shares; 2025Q4: 9,225 shares; 2026Q1: 8,680 shares; 2026Q2: 8,680 shares 8,680 $780K 0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,282 shares; 2025Q3: 7,045 shares; 2025Q4: 6,868 shares; 2026Q1: 8,659 shares; 2026Q2: 9,012 shares 9,012 $779K 0.01% +353 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,104 shares; 2025Q3: 16,189 shares; 2025Q4: 16,022 shares; 2026Q1: 15,861 shares; 2026Q2: 15,116 shares 15,116 $777K 0.01% -745 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,772 shares; 2025Q3: 3,206 shares; 2025Q4: 3,202 shares; 2026Q1: 2,537 shares; 2026Q2: 2,436 shares 2,436 $763K 0.01% -101 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,449 shares 4,449 $760K 0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,016 shares; 2025Q3: 4,517 shares; 2025Q4: 4,162 shares; 2026Q1: 3,827 shares; 2026Q2: 4,511 shares 4,511 $752K 0.01% +684 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 31,426 shares; 2025Q3: 31,462 shares; 2025Q4: 31,426 shares; 2026Q1: 31,426 shares; 2026Q2: 31,240 shares 31,240 $748K 0.01% -186 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,941 shares; 2025Q3: 3,097 shares; 2025Q4: 3,063 shares; 2026Q1: 3,017 shares; 2026Q2: 3,214 shares 3,214 $738K 0.01% +197 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,889 shares; 2025Q3: 18,348 shares; 2025Q4: 17,527 shares; 2026Q1: 17,212 shares; 2026Q2: 17,085 shares 17,085 $738K 0.01% -127 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 38,303 shares; 2025Q3: 38,354 shares; 2025Q4: 38,161 shares; 2026Q1: 34,384 shares; 2026Q2: 29,991 shares 29,991 $736K 0.01% -4,393 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,815 shares; 2025Q3: 3,815 shares; 2025Q4: 3,815 shares; 2026Q1: 6,815 shares; 2026Q2: 6,815 shares 6,815 $735K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,595 shares; 2025Q3: 3,726 shares; 2025Q4: 3,321 shares; 2026Q1: 3,621 shares; 2026Q2: 3,287 shares 3,287 $726K 0.01% -334 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 29,963 shares; 2025Q3: 29,963 shares; 2025Q4: 25,790 shares; 2026Q1: 24,590 shares; 2026Q2: 24,590 shares 24,590 $725K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,978 shares; 2025Q3: 2,978 shares; 2025Q4: 3,249 shares; 2026Q1: 3,213 shares; 2026Q2: 2,974 shares 2,974 $721K 0.01% -239 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,908 shares; 2025Q3: 8,896 shares; 2025Q4: 8,456 shares; 2026Q1: 8,041 shares; 2026Q2: 7,768 shares 7,768 $705K 0.01% -273 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 19,415 shares; 2025Q3: 19,304 shares; 2025Q4: 19,304 shares; 2026Q1: 19,304 shares; 2026Q2: 19,109 shares 19,109 $705K 0.01% -195 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,990 shares; 2026Q1: 6,937 shares; 2026Q2: 5,863 shares 5,863 $698K 0.01% -1,074 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 16,862 shares; 2025Q3: 16,862 shares; 2025Q4: 16,854 shares; 2026Q1: 18,854 shares; 2026Q2: 16,854 shares 16,854 $691K 0.01% -2,000 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,749 shares; 2026Q1: 1,827 shares; 2026Q2: 2,028 shares 2,028 $679K 0.01% +201 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,250 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $677K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,943 shares 4,943 $670K 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 876 shares; 2025Q3: 862 shares; 2025Q4: 750 shares; 2026Q1: 700 shares; 2026Q2: 1,802 shares 1,802 $668K 0.01% +1,102 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,310 shares; 2025Q3: 4,283 shares; 2025Q4: 5,007 shares; 2026Q1: 4,781 shares; 2026Q2: 4,474 shares 4,474 $647K 0.01% -307 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 14,754 shares; 2025Q3: 14,754 shares; 2025Q4: 14,754 shares; 2026Q1: 13,957 shares; 2026Q2: 14,207 shares 14,207 $647K 0.01% +250 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,057 shares; 2025Q3: 6,057 shares; 2025Q4: 6,057 shares; 2026Q1: 5,816 shares; 2026Q2: 23,570 shares 23,570 $646K 0.01% +17,754 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,328 shares; 2025Q3: 5,992 shares; 2025Q4: 7,324 shares; 2026Q1: 7,766 shares; 2026Q2: 8,425 shares 8,425 $645K 0.01% +659 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,416 shares; 2026Q1: 41,705 shares; 2026Q2: 40,699 shares 40,699 $641K 0.01% -1,006 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 36,717 shares; 2025Q3: 34,401 shares; 2025Q4: 34,401 shares; 2026Q1: 34,401 shares; 2026Q2: 34,401 shares 34,401 $637K 0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 4,427 shares; 2025Q4: 9,559 shares; 2026Q1: 9,553 shares; 2026Q2: 10,474 shares 10,474 $637K 0.01% +921 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,638 shares; 2025Q3: 7,900 shares; 2025Q4: 7,227 shares; 2026Q1: 7,191 shares; 2026Q2: 6,799 shares 6,799 $634K 0.01% -392 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,153 shares; 2025Q3: 10,153 shares; 2025Q4: 10,153 shares; 2026Q1: 10,055 shares; 2026Q2: 11,440 shares 11,440 $626K 0.01% +1,385 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,705 shares; 2025Q3: 1,763 shares; 2025Q4: 1,767 shares; 2026Q1: 1,718 shares; 2026Q2: 1,639 shares 1,639 $615K 0.01% -79 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,015 shares; 2025Q3: 5,071 shares; 2025Q4: 5,708 shares; 2026Q1: 5,733 shares; 2026Q2: 5,680 shares 5,680 $608K 0.01% -53 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,068 shares; 2025Q3: 21,486 shares; 2025Q4: 20,206 shares; 2026Q1: 17,861 shares; 2026Q2: 14,757 shares 14,757 $606K 0.01% -3,104 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,394 shares; 2025Q3: 4,394 shares; 2025Q4: 4,348 shares; 2026Q1: 3,837 shares; 2026Q2: 3,845 shares 3,845 $596K 0.01% +8 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 315 shares; 2026Q2: 437 shares 437 $594K 0.01% +122 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,551 shares; 2026Q2: 3,113 shares 3,113 $590K 0.01% +562 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 33,163 shares; 2025Q3: 33,048 shares; 2025Q4: 31,683 shares; 2026Q1: 28,898 shares; 2026Q2: 27,659 shares 27,659 $590K 0.01% -1,239 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 35,359 shares; 2025Q3: 34,959 shares; 2025Q4: 35,463 shares; 2026Q1: 35,019 shares; 2026Q2: 35,059 shares 35,059 $585K 0.01% +40 Timeline SCHR 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 883,221 shares; 2025Q3: 894,378 shares; 2025Q4: 960,038 shares; 2026Q1: 499,367 shares; 2026Q2: 23,607 shares 23,607 $582K 0.01% -475,760 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,252 shares; 2025Q3: 9,275 shares; 2025Q4: 9,570 shares; 2026Q1: 9,379 shares; 2026Q2: 9,085 shares 9,085 $582K 0.01% -294 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,769 shares 5,769 $581K 0.01% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,050 shares; 2025Q3: 7,050 shares; 2025Q4: 7,050 shares; 2026Q1: 7,050 shares; 2026Q2: 7,050 shares 7,050 $580K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,057 shares; 2025Q3: 14,096 shares; 2025Q4: 12,858 shares; 2026Q1: 16,508 shares; 2026Q2: 15,658 shares 15,658 $576K 0.01% -850 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,595 shares; 2025Q3: 7,595 shares; 2025Q4: 7,595 shares; 2026Q1: 8,482 shares; 2026Q2: 8,482 shares 8,482 $573K 0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,768 shares; 2026Q2: 35,053 shares 35,053 $572K 0.01% +285 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,145 shares; 2025Q3: 6,886 shares; 2025Q4: 6,740 shares; 2026Q1: 6,748 shares; 2026Q2: 6,802 shares 6,802 $567K 0.01% +54 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 8,775 shares; 2025Q4: 8,644 shares; 2026Q1: 11,244 shares; 2026Q2: 11,244 shares 11,244 $567K 0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 28,687 shares; 2025Q3: 28,226 shares; 2025Q4: 27,384 shares; 2026Q1: 26,099 shares; 2026Q2: 25,314 shares 25,314 $564K 0.01% -785 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,166 shares; 2025Q3: 6,545 shares; 2025Q4: 6,475 shares; 2026Q1: 6,732 shares; 2026Q2: 6,441 shares 6,441 $560K 0.01% -291 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,185 shares; 2025Q3: 5,076 shares; 2025Q4: 4,906 shares; 2026Q1: 4,718 shares; 2026Q2: 4,718 shares 4,718 $554K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,374 shares; 2025Q3: 3,297 shares; 2025Q4: 3,562 shares; 2026Q1: 3,615 shares; 2026Q2: 3,583 shares 3,583 $553K 0.01% -32 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,389 shares; 2025Q3: 12,266 shares; 2025Q4: 12,448 shares; 2026Q1: 9,792 shares; 2026Q2: 1,201 shares 1,201 $551K 0.01% -8,591 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,758 shares; 2025Q3: 2,059 shares; 2025Q4: 2,057 shares; 2026Q1: 1,959 shares; 2026Q2: 1,990 shares 1,990 $549K 0.01% +31 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $547K 0.01% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,712 shares 4,712 $541K 0.01% new Timeline JMOM 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,286 shares; 2026Q2: 6,286 shares 6,286 $537K 0.01% 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,314 shares; 2025Q3: 11,447 shares; 2025Q4: 13,121 shares; 2026Q1: 12,868 shares; 2026Q2: 9,090 shares 9,090 $536K 0.01% -3,778 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,387 shares; 2025Q3: 6,965 shares; 2025Q4: 7,773 shares; 2026Q1: 4,900 shares; 2026Q2: 4,544 shares 4,544 $531K 0.01% -356 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,298 shares; 2025Q3: 11,482 shares; 2025Q4: 11,460 shares; 2026Q1: 10,926 shares; 2026Q2: 10,926 shares 10,926 $525K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 906 shares; 2026Q1: 910 shares; 2026Q2: 908 shares 908 $524K 0.01% -2 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,105 shares; 2025Q3: 11,125 shares; 2025Q4: 5,341 shares; 2026Q1: 6,664 shares; 2026Q2: 6,895 shares 6,895 $523K 0.01% +231 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,443 shares; 2025Q3: 1,447 shares; 2025Q4: 1,623 shares; 2026Q1: 1,737 shares; 2026Q2: 1,745 shares 1,745 $507K 0.01% +8 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 10,054 shares; 2025Q4: 10,054 shares; 2026Q1: 10,137 shares; 2026Q2: 10,054 shares 10,054 $500K 0.01% -83 Timeline DFSE 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,253 shares; 2025Q3: 8,390 shares; 2025Q4: 8,379 shares; 2026Q1: 8,557 shares; 2026Q2: 10,205 shares 10,205 $499K 0.01% +1,648 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,360 shares 6,360 $499K 0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,775 shares; 2025Q3: 3,130 shares; 2025Q4: 2,773 shares; 2026Q1: 4,465 shares; 2026Q2: 3,611 shares 3,611 $497K 0.01% -854 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 22,896 shares; 2025Q3: 40,605 shares; 2025Q4: 40,637 shares; 2026Q1: 38,401 shares; 2026Q2: 21,828 shares 21,828 $497K 0.01% -16,573 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,971 shares; 2025Q3: 11,671 shares; 2025Q4: 11,671 shares; 2026Q1: 11,671 shares; 2026Q2: 11,671 shares 11,671 $494K 0.01% 0 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,244 shares; 2025Q3: 15,244 shares; 2025Q4: 19,294 shares; 2026Q1: 18,949 shares; 2026Q2: 18,999 shares 18,999 $493K 0.01% +50 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 611 shares 611 $488K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,343 shares; 2025Q3: 4,298 shares; 2025Q4: 4,156 shares; 2026Q1: 4,344 shares; 2026Q2: 3,938 shares 3,938 $485K 0.01% -406 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $483K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,148 shares; 2025Q3: 5,769 shares; 2025Q4: 6,092 shares; 2026Q1: 5,801 shares; 2026Q2: 5,685 shares 5,685 $481K 0.01% -116 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,824 shares; 2025Q3: 9,575 shares; 2025Q4: 9,575 shares; 2026Q1: 9,695 shares; 2026Q2: 9,695 shares 9,695 $480K 0.01% 0 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,641 shares; 2026Q1: not reported; 2026Q2: 1,094 shares 1,094 $472K 0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,564 shares 1,564 $466K 0.01% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,982 shares; 2025Q3: 4,864 shares; 2025Q4: 4,847 shares; 2026Q1: 4,809 shares; 2026Q2: 4,809 shares 4,809 $463K 0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,949 shares; 2025Q3: 8,196 shares; 2025Q4: 8,432 shares; 2026Q1: 10,609 shares; 2026Q2: 9,946 shares 9,946 $459K 0.01% -663 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,128 shares; 2025Q3: 7,939 shares; 2025Q4: 7,930 shares; 2026Q1: 8,211 shares; 2026Q2: 8,200 shares 8,200 $459K 0.01% -11 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,095 shares; 2025Q3: 1,346 shares; 2025Q4: 1,122 shares; 2026Q1: 1,348 shares; 2026Q2: 1,330 shares 1,330 $456K 0.01% -18 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,064 shares; 2025Q3: 3,069 shares; 2025Q4: 3,116 shares; 2026Q1: 3,116 shares; 2026Q2: 3,116 shares 3,116 $455K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 369 shares; 2025Q4: 547 shares; 2026Q1: 549 shares; 2026Q2: 547 shares 547 $454K 0.01% -2 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,231 shares; 2025Q3: 8,674 shares; 2025Q4: 8,491 shares; 2026Q1: 7,054 shares; 2026Q2: 5,987 shares 5,987 $453K 0.01% -1,067 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,072 shares; 2025Q3: 3,763 shares; 2025Q4: 3,598 shares; 2026Q1: 4,383 shares; 2026Q2: 4,119 shares 4,119 $449K 0.01% -264 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,246 shares; 2025Q3: 6,174 shares; 2025Q4: 6,376 shares; 2026Q1: 6,282 shares; 2026Q2: 6,000 shares 6,000 $440K <0.01% -282 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,765 shares; 2025Q3: 15,765 shares; 2025Q4: 15,765 shares; 2026Q1: 15,179 shares; 2026Q2: 15,179 shares 15,179 $439K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,300 shares; 2025Q3: 1,430 shares; 2025Q4: 1,636 shares; 2026Q1: 2,236 shares; 2026Q2: 2,058 shares 2,058 $439K <0.01% -178 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,451 shares; 2025Q3: 3,492 shares; 2025Q4: 5,480 shares; 2026Q1: 7,925 shares; 2026Q2: 6,052 shares 6,052 $437K <0.01% -1,873 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,859 shares; 2026Q1: not reported; 2026Q2: 3,076 shares 3,076 $436K <0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 385 shares; 2025Q4: 429 shares; 2026Q1: 798 shares; 2026Q2: 446 shares 446 $436K <0.01% -352 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,210 shares; 2025Q3: 1,072 shares; 2025Q4: 1,064 shares; 2026Q1: 1,178 shares; 2026Q2: 1,181 shares 1,181 $432K <0.01% +3 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,186 shares; 2025Q3: 12,251 shares; 2025Q4: 13,620 shares; 2026Q1: 13,830 shares; 2026Q2: 13,467 shares 13,467 $431K <0.01% -363 Timeline ACLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 25,564 shares; 2025Q3: 22,035 shares; 2025Q4: 21,788 shares; 2026Q1: 26,458 shares; 2026Q2: 5,100 shares 5,100 $429K <0.01% -21,358 Timeline KRE 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,943 shares; 2025Q3: 6,058 shares; 2025Q4: 6,058 shares; 2026Q1: 5,713 shares; 2026Q2: 5,713 shares 5,713 $428K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,549 shares; 2025Q3: 10,117 shares; 2025Q4: 10,115 shares; 2026Q1: 9,849 shares; 2026Q2: 9,963 shares 9,963 $425K <0.01% +114 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,560 shares; 2025Q3: 3,380 shares; 2025Q4: 3,380 shares; 2026Q1: 3,208 shares; 2026Q2: 3,098 shares 3,098 $425K <0.01% -110 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,279 shares; 2025Q3: 15,279 shares; 2025Q4: 16,203 shares; 2026Q1: 15,802 shares; 2026Q2: 5,279 shares 5,279 $422K <0.01% -10,523 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,591 shares; 2025Q3: 2,644 shares; 2025Q4: 3,097 shares; 2026Q1: 3,100 shares; 2026Q2: 3,015 shares 3,015 $422K <0.01% -85 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,985 shares; 2025Q3: 5,990 shares; 2025Q4: 5,739 shares; 2026Q1: 5,217 shares; 2026Q2: 4,551 shares 4,551 $415K <0.01% -666 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,625 shares; 2025Q3: 1,631 shares; 2025Q4: 1,825 shares; 2026Q1: 1,825 shares; 2026Q2: 1,843 shares 1,843 $413K <0.01% +18 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,964 shares; 2025Q3: 4,964 shares; 2025Q4: 4,964 shares; 2026Q1: 4,964 shares; 2026Q2: 4,764 shares 4,764 $413K <0.01% -200 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,900 shares; 2025Q3: 12,000 shares; 2025Q4: 11,685 shares; 2026Q1: 10,085 shares; 2026Q2: 10,085 shares 10,085 $406K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,798 shares; 2025Q3: 1,804 shares; 2025Q4: 1,689 shares; 2026Q1: 1,687 shares; 2026Q2: 1,677 shares 1,677 $399K <0.01% -10 Timeline DFAU 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,203 shares; 2025Q3: 7,979 shares; 2025Q4: 7,770 shares; 2026Q1: 7,800 shares; 2026Q2: 7,629 shares 7,629 $394K <0.01% -171 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,467 shares; 2025Q3: 2,470 shares; 2025Q4: 2,467 shares; 2026Q1: 2,467 shares; 2026Q2: 2,467 shares 2,467 $392K <0.01% 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,072 shares; 2025Q3: 5,072 shares; 2025Q4: 5,147 shares; 2026Q1: 4,361 shares; 2026Q2: 4,331 shares 4,331 $390K <0.01% -30 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 174,033 shares; 2025Q3: 7,493 shares; 2025Q4: 9,513 shares; 2026Q1: 6,554 shares; 2026Q2: 6,178 shares 6,178 $382K <0.01% -376 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,210 shares; 2025Q3: 4,865 shares; 2025Q4: 4,745 shares; 2026Q1: 4,448 shares; 2026Q2: 4,428 shares 4,428 $381K <0.01% -20 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,558 shares; 2026Q2: 1,257 shares 1,257 $380K <0.01% -301 Timeline JMTG 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 11,591 shares; 2025Q4: 9,273 shares; 2026Q1: 9,273 shares; 2026Q2: 7,374 shares 7,374 $374K <0.01% -1,899 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,136 shares; 2025Q3: 4,136 shares; 2025Q4: 4,120 shares; 2026Q1: 4,088 shares; 2026Q2: 4,003 shares 4,003 $373K <0.01% -85 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,585 shares; 2025Q3: 3,820 shares; 2025Q4: 5,264 shares; 2026Q1: 6,270 shares; 2026Q2: 6,018 shares 6,018 $373K <0.01% -252 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 29,649 shares; 2025Q3: 28,934 shares; 2025Q4: 26,578 shares; 2026Q1: 25,780 shares; 2026Q2: 27,220 shares 27,220 $366K <0.01% +1,440 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 38,771 shares; 2025Q3: 34,215 shares; 2025Q4: 33,405 shares; 2026Q1: 30,560 shares; 2026Q2: 26,153 shares 26,153 $364K <0.01% -4,407 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,237 shares; 2025Q3: 4,237 shares; 2025Q4: 4,056 shares; 2026Q1: 3,481 shares; 2026Q2: 3,281 shares 3,281 $363K <0.01% -200 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,298 shares; 2025Q3: 2,672 shares; 2025Q4: 2,947 shares; 2026Q1: 2,754 shares; 2026Q2: 2,789 shares 2,789 $362K <0.01% +35 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,626 shares; 2026Q2: 4,965 shares 4,965 $359K <0.01% -661 Timeline