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: 2,198,818 shares; 2024Q4: 2,226,055 shares; 2025Q1: 2,264,782 shares; 2025Q2: 2,325,179 shares; 2025Q3: 2,403,735 shares; 2025Q4: 2,404,910 shares; 2026Q1: 2,403,123 shares; 2026Q2: 3,111,513 shares 3,111,513 $678M 8.45% +708,390 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: 1,009,915 shares; 2024Q4: 1,001,026 shares; 2025Q1: 996,704 shares; 2025Q2: 1,033,308 shares; 2025Q3: 1,022,916 shares; 2025Q4: 981,225 shares; 2026Q1: 986,756 shares; 2026Q2: 7,536,277 shares 7,536,277 $649M 8.09% +6,549,521 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,455,229 shares; 2026Q1: 3,407,612 shares; 2026Q2: 5,149,175 shares 5,149,175 $459M 5.72% +1,741,563 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: 1,013,079 shares; 2024Q4: 1,046,712 shares; 2025Q1: 1,056,546 shares; 2025Q2: 1,081,327 shares; 2025Q3: 1,116,598 shares; 2025Q4: 1,123,663 shares; 2026Q1: 1,125,152 shares; 2026Q2: 1,478,793 shares 1,478,793 $448M 5.59% +353,641 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 806,454 shares; 2024Q4: 834,925 shares; 2025Q1: 896,100 shares; 2025Q2: 1,005,665 shares; 2025Q3: 955,982 shares; 2025Q4: 937,240 shares; 2026Q1: 895,665 shares; 2026Q2: 1,211,951 shares 1,211,951 $351M 4.37% +316,286 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: 638,528 shares; 2024Q4: 693,225 shares; 2025Q1: 1,103,175 shares; 2025Q2: 1,048,760 shares; 2025Q3: 926,821 shares; 2025Q4: 903,244 shares; 2026Q1: 838,187 shares; 2026Q2: 1,633,087 shares 1,633,087 $327M 4.07% +794,900 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: 377,369 shares; 2024Q4: 376,490 shares; 2025Q1: 385,923 shares; 2025Q2: 417,770 shares; 2025Q3: 409,227 shares; 2025Q4: 421,224 shares; 2026Q1: 412,565 shares; 2026Q2: 644,605 shares 644,605 $240M 3% +232,040 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: 336,167 shares; 2024Q4: 331,581 shares; 2025Q1: 332,335 shares; 2025Q2: 327,929 shares; 2025Q3: 347,406 shares; 2025Q4: 328,132 shares; 2026Q1: 338,497 shares; 2026Q2: 502,084 shares 502,084 $186M 2.32% +163,587 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: 3,612,134 shares; 2024Q4: 3,894,399 shares; 2025Q1: 4,196,705 shares; 2025Q2: 4,444,040 shares; 2025Q3: 4,546,410 shares; 2025Q4: 3,277,563 shares; 2026Q1: 1,539,531 shares; 2026Q2: 1,800,023 shares 1,800,023 $174M 2.17% +260,492 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: 271,118 shares; 2024Q4: 258,959 shares; 2025Q1: 366,204 shares; 2025Q2: 364,593 shares; 2025Q3: 353,916 shares; 2025Q4: 344,641 shares; 2026Q1: 328,253 shares; 2026Q2: 592,268 shares 592,268 $141M 1.76% +264,015 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128,534 shares; 2025Q3: 145,749 shares; 2025Q4: 122,745 shares; 2026Q1: 600,462 shares; 2026Q2: 2,185,375 shares 2,185,375 $121M 1.51% +1,584,913 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: 90,012 shares; 2024Q4: 107,669 shares; 2025Q1: 117,193 shares; 2025Q2: 119,261 shares; 2025Q3: 122,185 shares; 2025Q4: 116,093 shares; 2026Q1: 110,503 shares; 2026Q2: 279,715 shares 279,715 $106M 1.32% +169,212 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: 423,355 shares; 2024Q4: 417,635 shares; 2025Q1: 533,338 shares; 2025Q2: 604,727 shares; 2025Q3: 581,429 shares; 2025Q4: 606,886 shares; 2026Q1: 598,235 shares; 2026Q2: 705,960 shares 705,960 $105M 1.3% +107,725 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: 155,639 shares; 2024Q4: 168,792 shares; 2025Q1: 208,636 shares; 2025Q2: 213,016 shares; 2025Q3: 210,368 shares; 2025Q4: 219,833 shares; 2026Q1: 200,501 shares; 2026Q2: 281,595 shares 281,595 $99.5M 1.24% +81,094 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,280,621 shares; 2024Q4: 1,303,445 shares; 2025Q1: 1,295,041 shares; 2025Q2: 1,319,839 shares; 2025Q3: 1,306,423 shares; 2025Q4: 1,270,516 shares; 2026Q1: 1,220,992 shares; 2026Q2: 1,325,531 shares 1,325,531 $94.4M 1.18% +104,539 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,125,525 shares; 2024Q4: 1,366,730 shares; 2025Q1: 1,277,010 shares; 2025Q2: 1,180,302 shares; 2025Q3: 1,019,775 shares; 2025Q4: 696,849 shares; 2026Q1: 868,238 shares; 2026Q2: 1,868,364 shares 1,868,364 $94.1M 1.17% +1,000,126 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: 105,741 shares; 2024Q4: 111,891 shares; 2025Q1: 113,021 shares; 2025Q2: 114,137 shares; 2025Q3: 114,479 shares; 2025Q4: 117,818 shares; 2026Q1: 107,541 shares; 2026Q2: 262,792 shares 262,792 $93.9M 1.17% +155,251 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: 107,224 shares; 2024Q4: 104,118 shares; 2025Q1: 133,502 shares; 2025Q2: 130,761 shares; 2025Q3: 130,501 shares; 2025Q4: 126,922 shares; 2026Q1: 139,263 shares; 2026Q2: 719,313 shares 719,313 $89.3M 1.11% +580,050 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: 70,657 shares; 2024Q4: 54,452 shares; 2025Q1: 54,109 shares; 2025Q2: 54,404 shares; 2025Q3: 52,192 shares; 2025Q4: 51,916 shares; 2026Q1: 47,761 shares; 2026Q2: 123,042 shares 123,042 $89M 1.11% +75,281 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: 236,643 shares; 2024Q4: 306,904 shares; 2025Q1: 410,589 shares; 2025Q2: 532,093 shares; 2025Q3: 539,720 shares; 2025Q4: 529,756 shares; 2026Q1: 564,241 shares; 2026Q2: 723,814 shares 723,814 $69.8M 0.87% +159,573 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: 126,132 shares; 2024Q4: 119,707 shares; 2025Q1: 130,697 shares; 2025Q2: 125,695 shares; 2025Q3: 124,212 shares; 2025Q4: 121,741 shares; 2026Q1: 121,892 shares; 2026Q2: 159,971 shares 159,971 $67.3M 0.84% +38,079 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: 461,236 shares; 2024Q4: 461,404 shares; 2025Q1: 483,625 shares; 2025Q2: 432,818 shares; 2025Q3: 418,324 shares; 2025Q4: 411,005 shares; 2026Q1: 412,271 shares; 2026Q2: 434,837 shares 434,837 $67.1M 0.84% +22,566 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: 367,110 shares; 2024Q4: 360,740 shares; 2025Q1: 366,227 shares; 2025Q2: 361,135 shares; 2025Q3: 349,411 shares; 2025Q4: 339,109 shares; 2026Q1: 395,545 shares; 2026Q2: 394,277 shares 394,277 $64.8M 0.81% -1,268 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: 180,752 shares; 2024Q4: 185,834 shares; 2025Q1: 207,211 shares; 2025Q2: 235,130 shares; 2025Q3: 228,418 shares; 2025Q4: 221,880 shares; 2026Q1: 224,645 shares; 2026Q2: 265,552 shares 265,552 $64.4M 0.8% +40,907 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: 46,605 shares; 2024Q4: 52,040 shares; 2025Q1: 51,524 shares; 2025Q2: 53,994 shares; 2025Q3: 53,066 shares; 2025Q4: 52,547 shares; 2026Q1: 56,299 shares; 2026Q2: 72,160 shares 72,160 $53.9M 0.67% +15,861 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: 370,358 shares; 2024Q4: 381,466 shares; 2025Q1: 426,940 shares; 2025Q2: 415,759 shares; 2025Q3: 421,528 shares; 2025Q4: 431,782 shares; 2026Q1: 439,002 shares; 2026Q2: 492,111 shares 492,111 $50.6M 0.63% +53,109 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: 781,499 shares; 2024Q4: 781,430 shares; 2025Q1: 794,298 shares; 2025Q2: 801,414 shares; 2025Q3: 796,192 shares; 2025Q4: 818,426 shares; 2026Q1: 830,709 shares; 2026Q2: 876,476 shares 876,476 $45.7M 0.57% +45,767 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: 104,973 shares; 2024Q4: 479,164 shares; 2025Q1: 528,798 shares; 2025Q2: 504,616 shares; 2025Q3: 540,067 shares; 2025Q4: 689,181 shares; 2026Q1: 718,096 shares; 2026Q2: 973,262 shares 973,262 $43.2M 0.54% +255,166 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502,364 shares; 2024Q4: 505,944 shares; 2025Q1: 516,897 shares; 2025Q2: 512,429 shares; 2025Q3: 524,692 shares; 2025Q4: 527,722 shares; 2026Q1: 526,069 shares; 2026Q2: 630,453 shares 630,453 $41.9M 0.52% +104,384 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970,510 shares; 2024Q4: 929,983 shares; 2025Q1: 900,148 shares; 2025Q2: 930,798 shares; 2025Q3: 908,604 shares; 2025Q4: 878,847 shares; 2026Q1: 916,983 shares; 2026Q2: 1,007,007 shares 1,007,007 $41.5M 0.52% +90,024 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: 49,922 shares; 2024Q4: 566,094 shares; 2025Q1: 587,461 shares; 2025Q2: 592,462 shares; 2025Q3: 598,833 shares; 2025Q4: 719,062 shares; 2026Q1: 713,110 shares; 2026Q2: 715,500 shares 715,500 $39.4M 0.49% +2,390 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,743 shares; 2025Q1: 52,539 shares; 2025Q2: 47,404 shares; 2025Q3: 44,576 shares; 2025Q4: 39,142 shares; 2026Q1: 29,740 shares; 2026Q2: 89,293 shares 89,293 $38.7M 0.48% +59,553 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: 173,656 shares; 2024Q4: 172,697 shares; 2025Q1: 187,489 shares; 2025Q2: 229,766 shares; 2025Q3: 230,151 shares; 2025Q4: 225,333 shares; 2026Q1: 222,363 shares; 2026Q2: 232,232 shares 232,232 $38M 0.47% +9,869 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: 80,059 shares; 2024Q4: 80,213 shares; 2025Q1: 88,270 shares; 2025Q2: 89,451 shares; 2025Q3: 70,221 shares; 2025Q4: 67,360 shares; 2026Q1: 63,249 shares; 2026Q2: 110,524 shares 110,524 $36.2M 0.45% +47,275 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: 32,013 shares; 2024Q4: 34,649 shares; 2025Q1: 32,857 shares; 2025Q2: 33,976 shares; 2025Q3: 36,202 shares; 2025Q4: 34,976 shares; 2026Q1: 35,595 shares; 2026Q2: 47,181 shares 47,181 $34.7M 0.43% +11,586 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: 100,684 shares; 2024Q4: 80,749 shares; 2025Q1: 80,458 shares; 2025Q2: 79,702 shares; 2025Q3: 78,432 shares; 2025Q4: 84,510 shares; 2026Q1: 464,245 shares; 2026Q2: 422,966 shares 422,966 $34.7M 0.43% -41,279 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: 61,067 shares; 2024Q4: 59,236 shares; 2025Q1: 58,042 shares; 2025Q2: 79,512 shares; 2025Q3: 68,000 shares; 2025Q4: 64,200 shares; 2026Q1: 67,890 shares; 2026Q2: 145,305 shares 145,305 $34.4M 0.43% +77,415 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: 622,460 shares; 2024Q4: 588,641 shares; 2025Q1: 626,289 shares; 2025Q2: 621,600 shares; 2025Q3: 618,584 shares; 2025Q4: 599,664 shares; 2026Q1: 585,790 shares; 2026Q2: 622,173 shares 622,173 $34M 0.42% +36,383 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: 8,112 shares; 2024Q4: 8,019 shares; 2025Q1: 10,612 shares; 2025Q2: 10,479 shares; 2025Q3: 10,297 shares; 2025Q4: 9,551 shares; 2026Q1: 10,077 shares; 2026Q2: 31,425 shares 31,425 $33.5M 0.42% +21,348 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: 32,162 shares; 2024Q4: 34,152 shares; 2025Q1: 43,184 shares; 2025Q2: 41,832 shares; 2025Q3: 40,887 shares; 2025Q4: 41,711 shares; 2026Q1: 38,680 shares; 2026Q2: 56,903 shares 56,903 $32.1M 0.4% +18,223 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: 1,182,428 shares; 2024Q4: 1,053,641 shares; 2025Q1: 937,580 shares; 2025Q2: 911,962 shares; 2025Q3: 856,173 shares; 2025Q4: 773,451 shares; 2026Q1: 714,267 shares; 2026Q2: 776,286 shares 776,286 $31.2M 0.39% +62,019 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: 11,667 shares; 2024Q4: 14,494 shares; 2025Q1: 14,546 shares; 2025Q2: 15,481 shares; 2025Q3: 14,059 shares; 2025Q4: 15,109 shares; 2026Q1: 14,907 shares; 2026Q2: 25,625 shares 25,625 $30.7M 0.38% +10,718 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: 14,224 shares; 2024Q4: 13,498 shares; 2025Q1: 14,074 shares; 2025Q2: 15,223 shares; 2025Q3: 15,296 shares; 2025Q4: 13,234 shares; 2026Q1: 13,174 shares; 2026Q2: 32,546 shares 32,546 $30.4M 0.38% +19,372 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: 7,282 shares; 2024Q4: 29,133 shares; 2025Q1: 28,867 shares; 2025Q2: 32,648 shares; 2025Q3: 38,076 shares; 2025Q4: 38,080 shares; 2026Q1: 38,246 shares; 2026Q2: 867,299 shares 867,299 $29.3M 0.37% +829,053 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: 17,110 shares; 2024Q4: 22,818 shares; 2025Q1: 29,937 shares; 2025Q2: 39,241 shares; 2025Q3: 38,615 shares; 2025Q4: 36,737 shares; 2026Q1: 35,992 shares; 2026Q2: 39,149 shares 39,149 $29.3M 0.37% +3,157 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: 15,822 shares; 2024Q4: 16,306 shares; 2025Q1: 16,737 shares; 2025Q2: 17,227 shares; 2025Q3: 16,829 shares; 2025Q4: 17,164 shares; 2026Q1: 18,682 shares; 2026Q2: 42,655 shares 42,655 $29.3M 0.37% +23,973 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: 37,749 shares; 2024Q4: 33,105 shares; 2025Q1: 33,185 shares; 2025Q2: 32,970 shares; 2025Q3: 30,150 shares; 2025Q4: 30,143 shares; 2026Q1: 30,603 shares; 2026Q2: 49,458 shares 49,458 $28.7M 0.36% +18,855 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: 50,876 shares; 2024Q4: 50,527 shares; 2025Q1: 51,209 shares; 2025Q2: 51,946 shares; 2025Q3: 49,188 shares; 2025Q4: 47,384 shares; 2026Q1: 44,467 shares; 2026Q2: 80,647 shares 80,647 $27.7M 0.34% +36,180 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: 498,168 shares; 2024Q4: 504,511 shares; 2025Q1: 474,674 shares; 2025Q2: 488,074 shares; 2025Q3: 478,451 shares; 2025Q4: 441,737 shares; 2026Q1: 470,003 shares; 2026Q2: 522,024 shares 522,024 $27M 0.34% +52,021 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: 22,877 shares; 2024Q4: 110,432 shares; 2025Q1: 108,366 shares; 2025Q2: 132,818 shares; 2025Q3: 134,523 shares; 2025Q4: 192,093 shares; 2026Q1: 199,697 shares; 2026Q2: 373,158 shares 373,158 $26.1M 0.33% +173,461 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: 15,360 shares; 2024Q4: 65,972 shares; 2025Q1: 65,329 shares; 2025Q2: 65,316 shares; 2025Q3: 65,047 shares; 2025Q4: 63,640 shares; 2026Q1: 62,346 shares; 2026Q2: 63,095 shares 63,095 $25.8M 0.32% +749 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: 5,990 shares; 2024Q4: 5,302 shares; 2025Q1: 15,650 shares; 2025Q2: 14,174 shares; 2025Q3: 12,448 shares; 2025Q4: 11,357 shares; 2026Q1: 12,206 shares; 2026Q2: 21,887 shares 21,887 $25.3M 0.31% +9,681 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 207,417 shares; 2025Q2: 229,848 shares; 2025Q3: 240,035 shares; 2025Q4: 459,715 shares; 2026Q1: 464,768 shares; 2026Q2: 506,871 shares 506,871 $25M 0.31% +42,103 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: 207,244 shares; 2024Q4: 248,720 shares; 2025Q1: 233,759 shares; 2025Q2: 265,654 shares; 2025Q3: 260,808 shares; 2025Q4: 297,096 shares; 2026Q1: 292,340 shares; 2026Q2: 301,920 shares 301,920 $24.9M 0.31% +9,580 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: 80,045 shares; 2024Q4: 74,533 shares; 2025Q1: 68,447 shares; 2025Q2: 68,131 shares; 2025Q3: 66,671 shares; 2025Q4: 64,968 shares; 2026Q1: 54,271 shares; 2026Q2: 96,816 shares 96,816 $24.6M 0.31% +42,545 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: 199,350 shares; 2024Q4: 201,609 shares; 2025Q1: 198,803 shares; 2025Q2: 205,491 shares; 2025Q3: 211,890 shares; 2025Q4: 223,998 shares; 2026Q1: 228,135 shares; 2026Q2: 293,676 shares 293,676 $24.2M 0.3% +65,541 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: 48,802 shares; 2024Q4: 50,030 shares; 2025Q1: 53,485 shares; 2025Q2: 53,696 shares; 2025Q3: 53,500 shares; 2025Q4: 54,581 shares; 2026Q1: 53,730 shares; 2026Q2: 211,529 shares 211,529 $24M 0.3% +157,799 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: 68,311 shares; 2024Q4: 205,258 shares; 2025Q1: 203,239 shares; 2025Q2: 544,471 shares; 2025Q3: 497,889 shares; 2025Q4: 426,374 shares; 2026Q1: 347,632 shares; 2026Q2: 795,359 shares 795,359 $23.4M 0.29% +447,727 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: 43,574 shares; 2024Q4: 50,391 shares; 2025Q1: 92,927 shares; 2025Q2: 122,365 shares; 2025Q3: 124,266 shares; 2025Q4: 174,801 shares; 2026Q1: 179,204 shares; 2026Q2: 298,404 shares 298,404 $23M 0.29% +119,200 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: 397,036 shares; 2024Q4: 376,097 shares; 2025Q1: 378,263 shares; 2025Q2: 365,839 shares; 2025Q3: 357,208 shares; 2025Q4: 356,500 shares; 2026Q1: 351,444 shares; 2026Q2: 379,673 shares 379,673 $22.7M 0.28% +28,229 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,024 shares; 2024Q4: 385,000 shares; 2025Q1: 381,117 shares; 2025Q2: 852,336 shares; 2025Q3: 828,325 shares; 2025Q4: 759,394 shares; 2026Q1: 675,175 shares; 2026Q2: 739,774 shares 739,774 $20.5M 0.26% +64,599 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 316,599 shares; 2025Q2: 326,428 shares; 2025Q3: 320,673 shares; 2025Q4: 257,273 shares; 2026Q1: 251,467 shares; 2026Q2: 250,838 shares 250,838 $20.3M 0.25% -629 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: 172,422 shares; 2024Q4: 174,574 shares; 2025Q1: 164,825 shares; 2025Q2: 154,789 shares; 2025Q3: 124,839 shares; 2025Q4: 126,434 shares; 2026Q1: 120,196 shares; 2026Q2: 144,658 shares 144,658 $20.2M 0.25% +24,462 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 413,133 shares; 2025Q2: 412,884 shares; 2025Q3: 407,663 shares; 2025Q4: 412,811 shares; 2026Q1: 404,367 shares; 2026Q2: 405,900 shares 405,900 $19.2M 0.24% +1,533 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,200 shares; 2024Q4: 25,854 shares; 2025Q1: 19,274 shares; 2025Q2: 27,493 shares; 2025Q3: 11,575 shares; 2025Q4: 5,478 shares; 2026Q1: 5,840 shares; 2026Q2: 371,068 shares 371,068 $18.8M 0.23% +365,228 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: 6,600 shares; 2024Q4: 22,927 shares; 2025Q1: 19,477 shares; 2025Q2: 29,526 shares; 2025Q3: 52,751 shares; 2025Q4: 55,478 shares; 2026Q1: 57,528 shares; 2026Q2: 559,189 shares 559,189 $17.7M 0.22% +501,661 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: 16,518 shares; 2024Q4: 17,195 shares; 2025Q1: 16,314 shares; 2025Q2: 16,298 shares; 2025Q3: 16,052 shares; 2025Q4: 11,573 shares; 2026Q1: 10,046 shares; 2026Q2: 81,114 shares 81,114 $17.6M 0.22% +71,068 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: 46,733 shares; 2024Q4: 47,753 shares; 2025Q1: 48,019 shares; 2025Q2: 47,807 shares; 2025Q3: 46,861 shares; 2025Q4: 37,264 shares; 2026Q1: 31,521 shares; 2026Q2: 69,052 shares 69,052 $17.4M 0.22% +37,531 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: 1,217 shares; 2024Q4: 1,191 shares; 2025Q1: 789 shares; 2025Q2: 791 shares; 2025Q3: 1,342 shares; 2025Q4: 1,360 shares; 2026Q1: 1,483 shares; 2026Q2: 54,926 shares 54,926 $16.6M 0.21% +53,443 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: 60,082 shares; 2024Q4: 68,197 shares; 2025Q1: 54,290 shares; 2025Q2: 48,628 shares; 2025Q3: 74,456 shares; 2025Q4: 66,777 shares; 2026Q1: 78,208 shares; 2026Q2: 110,951 shares 110,951 $16.3M 0.2% +32,743 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,634 shares; 2024Q4: 44,670 shares; 2025Q1: 44,683 shares; 2025Q2: 44,875 shares; 2025Q3: 116,417 shares; 2025Q4: 112,519 shares; 2026Q1: 115,839 shares; 2026Q2: 534,501 shares 534,501 $15.5M 0.19% +418,662 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: 33,468 shares; 2024Q4: 33,271 shares; 2025Q1: 31,819 shares; 2025Q2: 31,731 shares; 2025Q3: 31,682 shares; 2025Q4: 32,088 shares; 2026Q1: 32,233 shares; 2026Q2: 38,570 shares 38,570 $15.3M 0.19% +6,337 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: 4,413 shares; 2024Q4: 4,414 shares; 2025Q1: 7,428 shares; 2025Q2: 113,571 shares; 2025Q3: 107,229 shares; 2025Q4: 106,237 shares; 2026Q1: 103,650 shares; 2026Q2: 119,546 shares 119,546 $15.3M 0.19% +15,896 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: 16,755 shares; 2024Q4: 16,963 shares; 2025Q1: 18,746 shares; 2025Q2: 18,836 shares; 2025Q3: 19,567 shares; 2025Q4: 195,845 shares; 2026Q1: 192,099 shares; 2026Q2: 211,935 shares 211,935 $15.1M 0.19% +19,836 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: 34,856 shares; 2024Q4: 35,601 shares; 2025Q1: 38,993 shares; 2025Q2: 39,104 shares; 2025Q3: 38,742 shares; 2025Q4: 40,658 shares; 2026Q1: 38,669 shares; 2026Q2: 42,429 shares 42,429 $15M 0.19% +3,760 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: 34,581 shares; 2024Q4: 39,474 shares; 2025Q1: 56,946 shares; 2025Q2: 55,747 shares; 2025Q3: 59,289 shares; 2025Q4: 58,188 shares; 2026Q1: 56,984 shares; 2026Q2: 89,843 shares 89,843 $14.9M 0.19% +32,859 Timeline RSPT 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: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 19,912 shares; 2025Q4: 19,912 shares; 2026Q1: 19,912 shares; 2026Q2: 230,180 shares 230,180 $14.8M 0.19% +210,268 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 803 shares; 2025Q3: 924 shares; 2025Q4: 1,108 shares; 2026Q1: 1,288 shares; 2026Q2: 22,458 shares 22,458 $14.7M 0.18% +21,170 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,392 shares; 2024Q4: 89,391 shares; 2025Q1: 97,112 shares; 2025Q2: 99,789 shares; 2025Q3: 98,296 shares; 2025Q4: 103,058 shares; 2026Q1: 107,586 shares; 2026Q2: 124,436 shares 124,436 $14.6M 0.18% +16,850 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: 53,755 shares; 2024Q4: 49,783 shares; 2025Q1: 48,332 shares; 2025Q2: 49,576 shares; 2025Q3: 51,852 shares; 2025Q4: 49,622 shares; 2026Q1: 45,243 shares; 2026Q2: 90,346 shares 90,346 $14.3M 0.18% +45,103 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: 6,862 shares; 2024Q4: 6,210 shares; 2025Q1: 9,820 shares; 2025Q2: 10,495 shares; 2025Q3: 10,779 shares; 2025Q4: 10,097 shares; 2026Q1: 8,613 shares; 2026Q2: 29,855 shares 29,855 $14.3M 0.18% +21,242 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: 125,204 shares; 2024Q4: 122,701 shares; 2025Q1: 120,384 shares; 2025Q2: 150,935 shares; 2025Q3: 151,072 shares; 2025Q4: 149,770 shares; 2026Q1: 146,743 shares; 2026Q2: 169,253 shares 169,253 $13.9M 0.17% +22,510 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: 4,652 shares; 2024Q4: 5,425 shares; 2025Q1: 6,121 shares; 2025Q2: 7,959 shares; 2025Q3: 7,663 shares; 2025Q4: 6,876 shares; 2026Q1: 5,761 shares; 2026Q2: 115,086 shares 115,086 $13.8M 0.17% +109,325 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,974 shares; 2025Q1: 9,840 shares; 2025Q2: 9,859 shares; 2025Q3: 7,604 shares; 2025Q4: 7,399 shares; 2026Q1: 7,155 shares; 2026Q2: 14,160 shares 14,160 $13.6M 0.17% +7,005 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: 13,541 shares; 2024Q4: 13,084 shares; 2025Q1: 11,241 shares; 2025Q2: 11,441 shares; 2025Q3: 7,742 shares; 2025Q4: 7,068 shares; 2026Q1: 7,025 shares; 2026Q2: 11,686 shares 11,686 $13.2M 0.17% +4,661 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: 4,845 shares; 2024Q4: 4,833 shares; 2025Q1: 5,206 shares; 2025Q2: 4,967 shares; 2025Q3: 4,946 shares; 2025Q4: 4,927 shares; 2026Q1: 4,893 shares; 2026Q2: 20,652 shares 20,652 $13.1M 0.16% +15,759 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: 48,380 shares; 2024Q4: 53,377 shares; 2025Q1: 63,560 shares; 2025Q2: 63,456 shares; 2025Q3: 63,793 shares; 2025Q4: 69,490 shares; 2026Q1: 68,751 shares; 2026Q2: 110,868 shares 110,868 $13M 0.16% +42,117 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: 11,411 shares; 2024Q4: 12,248 shares; 2025Q1: 12,283 shares; 2025Q2: 12,098 shares; 2025Q3: 11,619 shares; 2025Q4: 9,472 shares; 2026Q1: 8,586 shares; 2026Q2: 67,052 shares 67,052 $12.8M 0.16% +58,466 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 17 shares 17 $12.7M 0.16% +14 Timeline NULV 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: 187,457 shares; 2024Q4: 188,720 shares; 2025Q1: 205,816 shares; 2025Q2: 210,701 shares; 2025Q3: 212,108 shares; 2025Q4: 221,362 shares; 2026Q1: 216,777 shares; 2026Q2: 245,765 shares 245,765 $12.3M 0.15% +28,988 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: 52,483 shares; 2024Q4: 51,749 shares; 2025Q1: 50,280 shares; 2025Q2: 52,219 shares; 2025Q3: 48,154 shares; 2025Q4: 46,417 shares; 2026Q1: 31,657 shares; 2026Q2: 83,622 shares 83,622 $12.3M 0.15% +51,965 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: 22,035 shares; 2024Q4: 25,481 shares; 2025Q1: 31,132 shares; 2025Q2: 30,667 shares; 2025Q3: 27,945 shares; 2025Q4: 26,030 shares; 2026Q1: 24,699 shares; 2026Q2: 40,275 shares 40,275 $12M 0.15% +15,576 Timeline NUDM 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: 175,044 shares; 2024Q4: 176,610 shares; 2025Q1: 210,425 shares; 2025Q2: 210,242 shares; 2025Q3: 218,633 shares; 2025Q4: 233,833 shares; 2026Q1: 237,545 shares; 2026Q2: 299,935 shares 299,935 $12M 0.15% +62,390 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,396 shares; 2025Q2: 49,838 shares; 2025Q3: 63,947 shares; 2025Q4: 81,097 shares; 2026Q1: 104,373 shares; 2026Q2: 151,560 shares 151,560 $11.7M 0.15% +47,187 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: 5,824 shares; 2024Q4: 132,502 shares; 2025Q1: 136,590 shares; 2025Q2: 141,437 shares; 2025Q3: 186,021 shares; 2025Q4: 207,529 shares; 2026Q1: 205,186 shares; 2026Q2: 208,768 shares 208,768 $11.3M 0.14% +3,582 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,511 shares; 2024Q4: 10,563 shares; 2025Q1: 9,550 shares; 2025Q2: 5,869 shares; 2025Q3: not reported; 2025Q4: 3,119 shares; 2026Q1: 3,119 shares; 2026Q2: 106,524 shares 106,524 $11.1M 0.14% +103,405 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,558 shares; 2024Q4: 4,558 shares; 2025Q1: 4,470 shares; 2025Q2: 4,496 shares; 2025Q3: 4,496 shares; 2025Q4: 4,153 shares; 2026Q1: 4,153 shares; 2026Q2: 112,087 shares 112,087 $11M 0.14% +107,934 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: 12,516 shares; 2024Q4: 30,012 shares; 2025Q1: 31,716 shares; 2025Q2: 31,314 shares; 2025Q3: 23,330 shares; 2025Q4: 22,412 shares; 2026Q1: 18,642 shares; 2026Q2: 31,241 shares 31,241 $10.7M 0.13% +12,599 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: 114,016 shares; 2024Q4: 117,345 shares; 2025Q1: 155,568 shares; 2025Q2: 153,444 shares; 2025Q3: 131,051 shares; 2025Q4: 123,686 shares; 2026Q1: 120,852 shares; 2026Q2: 186,562 shares 186,562 $10.6M 0.13% +65,710 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: 24,197 shares; 2024Q4: 43,140 shares; 2025Q1: 33,691 shares; 2025Q2: 32,179 shares; 2025Q3: 68,095 shares; 2025Q4: 63,559 shares; 2026Q1: 67,669 shares; 2026Q2: 118,123 shares 118,123 $10.1M 0.13% +50,454 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: 3,112 shares; 2024Q4: 3,465 shares; 2025Q1: 5,131 shares; 2025Q2: 5,286 shares; 2025Q3: 5,396 shares; 2025Q4: 4,596 shares; 2026Q1: 4,956 shares; 2026Q2: 9,953 shares 9,953 $10.1M 0.13% +4,997 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137,060 shares; 2026Q2: 130,457 shares 130,457 $10M 0.12% -6,603 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: 12,731 shares; 2024Q4: 13,512 shares; 2025Q1: 15,049 shares; 2025Q2: 14,900 shares; 2025Q3: 13,584 shares; 2025Q4: 12,656 shares; 2026Q1: 13,213 shares; 2026Q2: 26,404 shares 26,404 $9.87M 0.12% +13,191 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: 120,494 shares; 2024Q4: 119,589 shares; 2025Q1: 120,415 shares; 2025Q2: 116,830 shares; 2025Q3: 116,107 shares; 2025Q4: 114,616 shares; 2026Q1: 109,936 shares; 2026Q2: 117,945 shares 117,945 $9.77M 0.12% +8,009 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: 15,296 shares; 2024Q4: 15,424 shares; 2025Q1: 20,189 shares; 2025Q2: 20,983 shares; 2025Q3: 21,314 shares; 2025Q4: 42,217 shares; 2026Q1: 42,539 shares; 2026Q2: 51,000 shares 51,000 $9.72M 0.12% +8,461 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: 95,601 shares; 2024Q4: 92,086 shares; 2025Q1: 105,985 shares; 2025Q2: 156,739 shares; 2025Q3: 173,750 shares; 2025Q4: 169,146 shares; 2026Q1: 166,502 shares; 2026Q2: 172,992 shares 172,992 $9.68M 0.12% +6,490 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,154 shares; 2024Q4: 5,153 shares; 2025Q1: 5,172 shares; 2025Q2: 5,154 shares; 2025Q3: 5,184 shares; 2025Q4: 5,919 shares; 2026Q1: 17,803 shares; 2026Q2: 14,600 shares 14,600 $9.33M 0.12% -3,203 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: 33,050 shares; 2024Q4: 32,752 shares; 2025Q1: 32,539 shares; 2025Q2: 30,331 shares; 2025Q3: 27,459 shares; 2025Q4: 28,781 shares; 2026Q1: 25,990 shares; 2026Q2: 72,281 shares 72,281 $9.29M 0.12% +46,291 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: 38,168 shares; 2024Q4: 36,666 shares; 2025Q1: 36,416 shares; 2025Q2: 35,196 shares; 2025Q3: 34,973 shares; 2025Q4: 34,202 shares; 2026Q1: 39,129 shares; 2026Q2: 110,364 shares 110,364 $9.24M 0.12% +71,235 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: 12,359 shares; 2024Q4: 10,463 shares; 2025Q1: 10,991 shares; 2025Q2: 11,370 shares; 2025Q3: 10,589 shares; 2025Q4: 10,326 shares; 2026Q1: 9,415 shares; 2026Q2: 25,436 shares 25,436 $9.21M 0.11% +16,021 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,332 shares; 2025Q3: 18,544 shares; 2025Q4: 23,262 shares; 2026Q1: 31,092 shares; 2026Q2: 246,056 shares 246,056 $9.17M 0.11% +214,964 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,603 shares; 2025Q1: 14,498 shares; 2025Q2: 80,265 shares; 2025Q3: 77,633 shares; 2025Q4: 76,459 shares; 2026Q1: 75,219 shares; 2026Q2: 85,387 shares 85,387 $9.08M 0.11% +10,168 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: 89,298 shares; 2024Q4: 85,712 shares; 2025Q1: 87,182 shares; 2025Q2: 108,099 shares; 2025Q3: 103,987 shares; 2025Q4: 92,682 shares; 2026Q1: 85,279 shares; 2026Q2: 93,823 shares 93,823 $9.05M 0.11% +8,544 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,748 shares; 2026Q2: 115,941 shares 115,941 $9.03M 0.11% +193 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: 22,431 shares; 2024Q4: 23,784 shares; 2025Q1: 23,999 shares; 2025Q2: 23,819 shares; 2025Q3: 23,358 shares; 2025Q4: 23,399 shares; 2026Q1: 22,266 shares; 2026Q2: 46,959 shares 46,959 $8.91M 0.11% +24,693 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: 22,145 shares; 2024Q4: 15,869 shares; 2025Q1: 17,617 shares; 2025Q2: 17,987 shares; 2025Q3: 18,843 shares; 2025Q4: 19,935 shares; 2026Q1: 18,100 shares; 2026Q2: 31,091 shares 31,091 $8.74M 0.11% +12,991 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,766 shares; 2026Q2: 91,455 shares 91,455 $8.67M 0.11% +87,689 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: 42,490 shares; 2024Q4: 85,069 shares; 2025Q1: 84,421 shares; 2025Q2: 80,792 shares; 2025Q3: 78,119 shares; 2025Q4: 49,370 shares; 2026Q1: 69,415 shares; 2026Q2: 73,091 shares 73,091 $8.57M 0.11% +3,676 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: 81,866 shares; 2024Q4: 85,679 shares; 2025Q1: 86,381 shares; 2025Q2: 84,881 shares; 2025Q3: 84,312 shares; 2025Q4: 84,775 shares; 2026Q1: 85,569 shares; 2026Q2: 102,870 shares 102,870 $8.5M 0.11% +17,301 Timeline SCHC 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: 177,315 shares; 2024Q4: 168,157 shares; 2025Q1: 162,969 shares; 2025Q2: 169,321 shares; 2025Q3: 169,478 shares; 2025Q4: 169,897 shares; 2026Q1: 164,512 shares; 2026Q2: 173,459 shares 173,459 $8.35M 0.1% +8,947 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: 8,254 shares; 2024Q4: 8,091 shares; 2025Q1: 7,549 shares; 2025Q2: 7,888 shares; 2025Q3: 9,193 shares; 2025Q4: 6,913 shares; 2026Q1: 6,786 shares; 2026Q2: 37,028 shares 37,028 $8.29M 0.1% +30,242 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: 2,299 shares; 2024Q4: 2,185 shares; 2025Q1: 2,395 shares; 2025Q2: 2,483 shares; 2025Q3: 2,288 shares; 2025Q4: 2,467 shares; 2026Q1: 2,947 shares; 2026Q2: 6,990 shares 6,990 $8.21M 0.1% +4,043 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: 1,861 shares; 2024Q4: not reported; 2025Q1: 58,730 shares; 2025Q2: 48,956 shares; 2025Q3: 46,845 shares; 2025Q4: 28,357 shares; 2026Q1: 26,646 shares; 2026Q2: 59,948 shares 59,948 $8.19M 0.1% +33,302 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: 82,799 shares; 2024Q4: 139,610 shares; 2025Q1: 130,946 shares; 2025Q2: 192,161 shares; 2025Q3: 192,309 shares; 2025Q4: 176,874 shares; 2026Q1: 174,686 shares; 2026Q2: 226,499 shares 226,499 $8.18M 0.1% +51,813 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: 21,148 shares; 2024Q4: 21,383 shares; 2025Q1: 21,626 shares; 2025Q2: 17,350 shares; 2025Q3: 16,050 shares; 2025Q4: 15,147 shares; 2026Q1: 14,745 shares; 2026Q2: 18,946 shares 18,946 $7.87M 0.1% +4,201 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: 16,883 shares; 2024Q4: 16,883 shares; 2025Q1: 16,883 shares; 2025Q2: 21,948 shares; 2025Q3: 27,595 shares; 2025Q4: 46,766 shares; 2026Q1: 51,321 shares; 2026Q2: 207,683 shares 207,683 $7.65M 0.1% +156,362 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,746 shares; 2026Q1: 23,769 shares; 2026Q2: 186,267 shares 186,267 $7.57M 0.09% +162,498 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: 23,186 shares; 2024Q4: 20,436 shares; 2025Q1: 17,764 shares; 2025Q2: 17,661 shares; 2025Q3: 16,900 shares; 2025Q4: 19,082 shares; 2026Q1: 16,358 shares; 2026Q2: 55,893 shares 55,893 $7.57M 0.09% +39,535 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: 65,512 shares; 2024Q4: 63,225 shares; 2025Q1: 61,662 shares; 2025Q2: 57,035 shares; 2025Q3: 51,479 shares; 2025Q4: 48,856 shares; 2026Q1: 47,822 shares; 2026Q2: 49,672 shares 49,672 $7.56M 0.09% +1,850 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: 9,492 shares; 2024Q4: 9,311 shares; 2025Q1: 11,250 shares; 2025Q2: 11,073 shares; 2025Q3: 10,705 shares; 2025Q4: 10,905 shares; 2026Q1: 10,956 shares; 2026Q2: 22,075 shares 22,075 $7.52M 0.09% +11,119 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: 37,138 shares; 2024Q4: 37,379 shares; 2025Q1: 41,136 shares; 2025Q2: 41,805 shares; 2025Q3: 41,679 shares; 2025Q4: 42,426 shares; 2026Q1: 40,278 shares; 2026Q2: 92,075 shares 92,075 $7.48M 0.09% +51,797 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,949 shares; 2024Q4: 2,660 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,786 shares; 2025Q4: 2,364 shares; 2026Q1: 2,380 shares; 2026Q2: 79,111 shares 79,111 $7.33M 0.09% +76,731 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: 2,741,770 shares; 2024Q4: 3,079,958 shares; 2025Q1: 426,689 shares; 2025Q2: 248,061 shares; 2025Q3: 205,382 shares; 2025Q4: 104,664 shares; 2026Q1: 100,652 shares; 2026Q2: 99,776 shares 99,776 $7.32M 0.09% -876 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: 59,443 shares; 2024Q4: 59,303 shares; 2025Q1: 57,490 shares; 2025Q2: 57,618 shares; 2025Q3: 57,029 shares; 2025Q4: 56,354 shares; 2026Q1: 59,319 shares; 2026Q2: 70,180 shares 70,180 $7.29M 0.09% +10,861 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: 2,121 shares; 2024Q4: 5,251 shares; 2025Q1: 5,253 shares; 2025Q2: 5,289 shares; 2025Q3: 5,254 shares; 2025Q4: 5,701 shares; 2026Q1: 5,802 shares; 2026Q2: 7,355 shares 7,355 $7.1M 0.09% +1,553 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: 16,996 shares; 2024Q4: 16,679 shares; 2025Q1: 16,776 shares; 2025Q2: 17,135 shares; 2025Q3: 16,872 shares; 2025Q4: 16,745 shares; 2026Q1: 15,081 shares; 2026Q2: 25,947 shares 25,947 $7.01M 0.09% +10,866 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,035 shares; 2024Q4: 19,967 shares; 2025Q1: 19,862 shares; 2025Q2: 19,879 shares; 2025Q3: 18,951 shares; 2025Q4: 18,529 shares; 2026Q1: 17,978 shares; 2026Q2: 19,318 shares 19,318 $6.76M 0.08% +1,340 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: 16,880 shares; 2024Q4: 16,858 shares; 2025Q1: 16,868 shares; 2025Q2: 16,375 shares; 2025Q3: 16,087 shares; 2025Q4: 15,868 shares; 2026Q1: 15,688 shares; 2026Q2: 15,777 shares 15,777 $6.73M 0.08% +89 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: 5,197 shares; 2024Q4: 5,735 shares; 2025Q1: 8,524 shares; 2025Q2: 9,037 shares; 2025Q3: 8,536 shares; 2025Q4: 12,422 shares; 2026Q1: 12,822 shares; 2026Q2: 18,151 shares 18,151 $6.69M 0.08% +5,329 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: 10,343 shares; 2024Q4: 14,799 shares; 2025Q1: 15,271 shares; 2025Q2: 13,162 shares; 2025Q3: 9,781 shares; 2025Q4: 9,461 shares; 2026Q1: 8,741 shares; 2026Q2: 12,666 shares 12,666 $6.51M 0.08% +3,925 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: 39,182 shares; 2024Q4: 41,428 shares; 2025Q1: 40,876 shares; 2025Q2: 40,877 shares; 2025Q3: 37,781 shares; 2025Q4: 37,529 shares; 2026Q1: 39,998 shares; 2026Q2: 47,285 shares 47,285 $6.5M 0.08% +7,287 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: 1,965 shares; 2024Q4: 1,827 shares; 2025Q1: 1,771 shares; 2025Q2: 1,585 shares; 2025Q3: 1,535 shares; 2025Q4: 1,549 shares; 2026Q1: 1,694 shares; 2026Q2: 13,124 shares 13,124 $6.45M 0.08% +11,430 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,449 shares; 2025Q4: 14,537 shares; 2026Q1: 13,534 shares; 2026Q2: 207,214 shares 207,214 $6.44M 0.08% +193,680 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: 17,181 shares; 2024Q4: 17,181 shares; 2025Q1: 17,085 shares; 2025Q2: 26,491 shares; 2025Q3: 26,717 shares; 2025Q4: 32,732 shares; 2026Q1: 24,828 shares; 2026Q2: 48,546 shares 48,546 $6.42M 0.08% +23,718 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,696 shares; 2024Q4: 4,383 shares; 2025Q1: 5,051 shares; 2025Q2: 4,819 shares; 2025Q3: 4,722 shares; 2025Q4: 4,697 shares; 2026Q1: 4,755 shares; 2026Q2: 12,598 shares 12,598 $6.32M 0.08% +7,843 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: 22,225 shares; 2024Q4: 22,353 shares; 2025Q1: 20,930 shares; 2025Q2: 19,757 shares; 2025Q3: 18,216 shares; 2025Q4: 16,958 shares; 2026Q1: 16,434 shares; 2026Q2: 17,990 shares 17,990 $6.19M 0.08% +1,556 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 93,928 shares 93,928 $6.16M 0.08% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,529 shares; 2024Q4: 3,622 shares; 2025Q1: 4,784 shares; 2025Q2: 18,982 shares; 2025Q3: 18,558 shares; 2025Q4: 17,799 shares; 2026Q1: 17,897 shares; 2026Q2: 17,893 shares 17,893 $6.15M 0.08% -4 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,380 shares; 2024Q4: 7,258 shares; 2025Q1: 7,258 shares; 2025Q2: 7,256 shares; 2025Q3: 7,228 shares; 2025Q4: 21,681 shares; 2026Q1: 13,638 shares; 2026Q2: 13,720 shares 13,720 $6M 0.07% +82 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,672 shares; 2025Q1: 54,035 shares; 2025Q2: 56,928 shares; 2025Q3: 57,289 shares; 2025Q4: 56,019 shares; 2026Q1: 59,787 shares; 2026Q2: 62,155 shares 62,155 $5.93M 0.07% +2,368 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: 2,915 shares; 2024Q4: 2,694 shares; 2025Q1: 2,708 shares; 2025Q2: 2,397 shares; 2025Q3: 2,420 shares; 2025Q4: 2,112 shares; 2026Q1: 1,941 shares; 2026Q2: 2,900 shares 2,900 $5.77M 0.07% +959 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: 38,053 shares; 2024Q4: 37,994 shares; 2025Q1: 39,249 shares; 2025Q2: 37,792 shares; 2025Q3: 35,726 shares; 2025Q4: 35,155 shares; 2026Q1: 35,956 shares; 2026Q2: 53,297 shares 53,297 $5.74M 0.07% +17,341 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,221 shares; 2025Q2: 18,193 shares; 2025Q3: 19,609 shares; 2025Q4: 18,664 shares; 2026Q1: 18,293 shares; 2026Q2: 108,788 shares 108,788 $5.69M 0.07% +90,495 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,787 shares; 2024Q4: 65,402 shares; 2025Q1: 72,707 shares; 2025Q2: 72,006 shares; 2025Q3: 71,092 shares; 2025Q4: 68,713 shares; 2026Q1: 68,578 shares; 2026Q2: 125,322 shares 125,322 $5.65M 0.07% +56,744 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 764,297 shares; 2024Q4: 727,616 shares; 2025Q1: 675,454 shares; 2025Q2: 656,733 shares; 2025Q3: 651,392 shares; 2025Q4: 638,212 shares; 2026Q1: 631,905 shares; 2026Q2: 496,294 shares 496,294 $5.65M 0.07% -135,611 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: 13,294 shares; 2024Q4: 13,576 shares; 2025Q1: 16,144 shares; 2025Q2: 15,977 shares; 2025Q3: 12,784 shares; 2025Q4: 12,433 shares; 2026Q1: 11,945 shares; 2026Q2: 15,929 shares 15,929 $5.64M 0.07% +3,984 Timeline BBHY 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: 81,235 shares; 2024Q4: 82,529 shares; 2025Q1: 87,822 shares; 2025Q2: 94,204 shares; 2025Q3: 96,385 shares; 2025Q4: 97,086 shares; 2026Q1: 95,748 shares; 2026Q2: 120,802 shares 120,802 $5.57M 0.07% +25,054 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: 9,303 shares; 2024Q4: 8,785 shares; 2025Q1: 11,197 shares; 2025Q2: 11,582 shares; 2025Q3: 11,984 shares; 2025Q4: 10,482 shares; 2026Q1: 11,304 shares; 2026Q2: 36,417 shares 36,417 $5.52M 0.07% +25,113 Timeline JMSI 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: 164,007 shares; 2024Q4: 164,757 shares; 2025Q1: 161,780 shares; 2025Q2: 129,000 shares; 2025Q3: 117,485 shares; 2025Q4: 109,615 shares; 2026Q1: 107,445 shares; 2026Q2: 109,115 shares 109,115 $5.5M 0.07% +1,670 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,802 shares; 2026Q1: 1,871 shares; 2026Q2: 2,407 shares 2,407 $5.47M 0.07% +536 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 127,114 shares 127,114 $5.42M 0.07% new 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 reported; 2024Q4: 67,687 shares; 2025Q1: 67,687 shares; 2025Q2: 67,736 shares; 2025Q3: 67,736 shares; 2025Q4: 67,792 shares; 2026Q1: 67,792 shares; 2026Q2: 70,304 shares 70,304 $5.35M 0.07% +2,512 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89,977 shares 89,977 $5.34M 0.07% new 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: 18,922 shares; 2024Q4: 19,181 shares; 2025Q1: 20,400 shares; 2025Q2: 20,388 shares; 2025Q3: 20,612 shares; 2025Q4: 20,577 shares; 2026Q1: 20,919 shares; 2026Q2: 23,921 shares 23,921 $5.27M 0.07% +3,002 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: 23,212 shares; 2024Q4: 24,218 shares; 2025Q1: 27,706 shares; 2025Q2: 22,739 shares; 2025Q3: 7,569 shares; 2025Q4: 5,575 shares; 2026Q1: 8,876 shares; 2026Q2: 93,263 shares 93,263 $5.27M 0.07% +84,387 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: 4,694 shares; 2024Q4: 4,527 shares; 2025Q1: 4,585 shares; 2025Q2: 14,449 shares; 2025Q3: 15,057 shares; 2025Q4: 13,174 shares; 2026Q1: 12,176 shares; 2026Q2: 21,471 shares 21,471 $5.22M 0.07% +9,295 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: 11,608 shares; 2024Q4: 12,626 shares; 2025Q1: 16,177 shares; 2025Q2: 16,119 shares; 2025Q3: 15,856 shares; 2025Q4: 15,199 shares; 2026Q1: 13,175 shares; 2026Q2: 18,842 shares 18,842 $5.12M 0.06% +5,667 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: 12,200 shares; 2024Q4: 12,236 shares; 2025Q1: 12,447 shares; 2025Q2: 14,606 shares; 2025Q3: 13,110 shares; 2025Q4: 12,972 shares; 2026Q1: 14,612 shares; 2026Q2: 17,056 shares 17,056 $5.12M 0.06% +2,444 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,834 shares; 2024Q4: 44,775 shares; 2025Q1: 44,603 shares; 2025Q2: 44,610 shares; 2025Q3: 44,635 shares; 2025Q4: 43,384 shares; 2026Q1: 41,520 shares; 2026Q2: 42,899 shares 42,899 $5.07M 0.06% +1,379 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,580 shares; 2024Q4: 73,607 shares; 2025Q1: 68,789 shares; 2025Q2: 63,357 shares; 2025Q3: 60,444 shares; 2025Q4: 54,622 shares; 2026Q1: 51,315 shares; 2026Q2: 48,786 shares 48,786 $4.99M 0.06% -2,529 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: 10,299 shares; 2024Q4: 9,656 shares; 2025Q1: 10,176 shares; 2025Q2: 10,315 shares; 2025Q3: 10,359 shares; 2025Q4: 10,492 shares; 2026Q1: 10,798 shares; 2026Q2: 14,738 shares 14,738 $4.99M 0.06% +3,940 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: 9,258 shares; 2024Q4: 10,528 shares; 2025Q1: 11,345 shares; 2025Q2: 21,614 shares; 2025Q3: 11,754 shares; 2025Q4: 13,701 shares; 2026Q1: 14,831 shares; 2026Q2: 42,339 shares 42,339 $4.94M 0.06% +27,508 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,434 shares; 2024Q4: 1,724 shares; 2025Q1: 1,708 shares; 2025Q2: 3,718 shares; 2025Q3: 1,845 shares; 2025Q4: 3,230 shares; 2026Q1: 3,206 shares; 2026Q2: 19,662 shares 19,662 $4.88M 0.06% +16,456 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,814 shares 78,814 $4.84M 0.06% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,799 shares; 2024Q4: 5,017 shares; 2025Q1: 13,517 shares; 2025Q2: 13,250 shares; 2025Q3: 12,943 shares; 2025Q4: 11,940 shares; 2026Q1: 8,710 shares; 2026Q2: 11,059 shares 11,059 $4.71M 0.06% +2,349 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: 4,276 shares; 2024Q4: 4,362 shares; 2025Q1: 4,300 shares; 2025Q2: 4,323 shares; 2025Q3: 4,276 shares; 2025Q4: 4,308 shares; 2026Q1: 4,113 shares; 2026Q2: 6,365 shares 6,365 $4.54M 0.06% +2,252 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: 4,422 shares; 2024Q4: 4,841 shares; 2025Q1: 6,928 shares; 2025Q2: 6,745 shares; 2025Q3: 4,224 shares; 2025Q4: 4,079 shares; 2026Q1: 4,017 shares; 2026Q2: 8,896 shares 8,896 $4.53M 0.06% +4,879 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: 6,445 shares; 2024Q4: 5,686 shares; 2025Q1: 5,707 shares; 2025Q2: 6,163 shares; 2025Q3: 6,021 shares; 2025Q4: 5,739 shares; 2026Q1: 5,681 shares; 2026Q2: 12,056 shares 12,056 $4.52M 0.06% +6,375 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 reported; 2024Q4: 5,805 shares; 2025Q1: 54,977 shares; 2025Q2: 63,693 shares; 2025Q3: 74,732 shares; 2025Q4: 102,934 shares; 2026Q1: 99,162 shares; 2026Q2: 135,123 shares 135,123 $4.5M 0.06% +35,961 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,393 shares; 2024Q4: 35,472 shares; 2025Q1: 34,586 shares; 2025Q2: 180,113 shares; 2025Q3: 169,224 shares; 2025Q4: 154,337 shares; 2026Q1: 128,247 shares; 2026Q2: 123,972 shares 123,972 $4.5M 0.06% -4,275 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: 13,032 shares; 2024Q4: 13,870 shares; 2025Q1: 14,720 shares; 2025Q2: 14,687 shares; 2025Q3: 14,913 shares; 2025Q4: 13,829 shares; 2026Q1: 13,593 shares; 2026Q2: 20,448 shares 20,448 $4.49M 0.06% +6,855 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: 22,979 shares; 2024Q4: 23,910 shares; 2025Q1: 22,968 shares; 2025Q2: 23,978 shares; 2025Q3: 23,781 shares; 2025Q4: 21,535 shares; 2026Q1: 26,229 shares; 2026Q2: 28,539 shares 28,539 $4.46M 0.06% +2,310 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: 24,986 shares; 2024Q4: 25,275 shares; 2025Q1: 34,944 shares; 2025Q2: 34,926 shares; 2025Q3: 34,032 shares; 2025Q4: 32,794 shares; 2026Q1: 24,362 shares; 2026Q2: 48,849 shares 48,849 $4.43M 0.06% +24,487 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,941 shares; 2025Q1: 30,539 shares; 2025Q2: 30,929 shares; 2025Q3: 31,651 shares; 2025Q4: 66,368 shares; 2026Q1: 83,233 shares; 2026Q2: 104,535 shares 104,535 $4.41M 0.05% +21,302 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: 20,727 shares; 2024Q4: 20,472 shares; 2025Q1: 20,430 shares; 2025Q2: 20,633 shares; 2025Q3: 20,225 shares; 2025Q4: 19,767 shares; 2026Q1: 19,778 shares; 2026Q2: 25,016 shares 25,016 $4.41M 0.05% +5,238 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: 2,121 shares; 2024Q4: 2,095 shares; 2025Q1: 3,048 shares; 2025Q2: 3,239 shares; 2025Q3: 2,256 shares; 2025Q4: 2,432 shares; 2026Q1: 2,104 shares; 2026Q2: 26,721 shares 26,721 $4.37M 0.05% +24,617 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 170,617 shares 170,617 $4.37M 0.05% new 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: 14,765 shares; 2024Q4: 14,725 shares; 2025Q1: 14,349 shares; 2025Q2: 14,381 shares; 2025Q3: 15,351 shares; 2025Q4: 15,817 shares; 2026Q1: 15,878 shares; 2026Q2: 17,076 shares 17,076 $4.36M 0.05% +1,198 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: 646 shares; 2024Q4: 1,288 shares; 2025Q1: 1,289 shares; 2025Q2: 3,930 shares; 2025Q3: 3,891 shares; 2025Q4: 3,874 shares; 2026Q1: 3,746 shares; 2026Q2: 49,367 shares 49,367 $4.34M 0.05% +45,621 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,818 shares; 2024Q4: 105,260 shares; 2025Q1: 99,109 shares; 2025Q2: 80,393 shares; 2025Q3: 79,093 shares; 2025Q4: 74,424 shares; 2026Q1: 69,471 shares; 2026Q2: 73,475 shares 73,475 $4.24M 0.05% +4,004 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: 5,650 shares; 2024Q4: 5,650 shares; 2025Q1: 5,650 shares; 2025Q2: 5,650 shares; 2025Q3: 5,550 shares; 2025Q4: 5,510 shares; 2026Q1: 5,210 shares; 2026Q2: 5,276 shares 5,276 $4.21M 0.05% +66 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: 49,856 shares; 2024Q4: 49,512 shares; 2025Q1: 53,225 shares; 2025Q2: 54,481 shares; 2025Q3: 54,483 shares; 2025Q4: 57,942 shares; 2026Q1: 64,393 shares; 2026Q2: 78,280 shares 78,280 $4.2M 0.05% +13,887 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,717 shares; 2024Q4: 64,822 shares; 2025Q1: 61,181 shares; 2025Q2: 58,867 shares; 2025Q3: 58,465 shares; 2025Q4: 57,481 shares; 2026Q1: 57,071 shares; 2026Q2: 57,154 shares 57,154 $4.18M 0.05% +83 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: 1,072 shares; 2026Q1: 1,199 shares; 2026Q2: 5,791 shares 5,791 $4.17M 0.05% +4,592 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: 4,395 shares; 2024Q4: 4,117 shares; 2025Q1: 4,200 shares; 2025Q2: 4,035 shares; 2025Q3: 3,924 shares; 2025Q4: 4,202 shares; 2026Q1: 4,058 shares; 2026Q2: 13,079 shares 13,079 $4.1M 0.05% +9,021 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 reported; 2024Q4: 5,578 shares; 2025Q1: 7,770 shares; 2025Q2: 7,225 shares; 2025Q3: 4,468 shares; 2025Q4: 4,974 shares; 2026Q1: 4,660 shares; 2026Q2: 24,034 shares 24,034 $4.08M 0.05% +19,374 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,627 shares; 2024Q4: 6,052 shares; 2025Q1: 6,911 shares; 2025Q2: 5,709 shares; 2025Q3: 3,967 shares; 2025Q4: 4,056 shares; 2026Q1: 4,095 shares; 2026Q2: 8,170 shares 8,170 $4.06M 0.05% +4,075 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: 23,364 shares; 2024Q4: 23,184 shares; 2025Q1: 11,137 shares; 2025Q2: 44,044 shares; 2025Q3: 42,278 shares; 2025Q4: 39,995 shares; 2026Q1: 37,353 shares; 2026Q2: 33,948 shares 33,948 $4.04M 0.05% -3,405 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,125,199 shares; 2024Q4: 3,375,858 shares; 2025Q1: 532,836 shares; 2025Q2: 355,216 shares; 2025Q3: 291,946 shares; 2025Q4: 108,530 shares; 2026Q1: 98,925 shares; 2026Q2: 119,864 shares 119,864 $4.01M 0.05% +20,939 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: 4,480 shares; 2024Q4: 3,383 shares; 2025Q1: 3,259 shares; 2025Q2: 3,197 shares; 2025Q3: 3,800 shares; 2025Q4: 3,865 shares; 2026Q1: 3,760 shares; 2026Q2: 12,131 shares 12,131 $4M 0.05% +8,371 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,455 shares; 2025Q2: 70,190 shares; 2025Q3: 73,481 shares; 2025Q4: 132,313 shares; 2026Q1: 139,058 shares; 2026Q2: 146,050 shares 146,050 $3.99M 0.05% +6,992 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,833 shares; 2025Q2: 64,183 shares; 2025Q3: 69,873 shares; 2025Q4: 136,954 shares; 2026Q1: 144,073 shares; 2026Q2: 152,088 shares 152,088 $3.98M 0.05% +8,015 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: 38,331 shares; 2024Q4: 36,911 shares; 2025Q1: 35,820 shares; 2025Q2: 40,289 shares; 2025Q3: 35,011 shares; 2025Q4: 34,626 shares; 2026Q1: 37,662 shares; 2026Q2: 44,927 shares 44,927 $3.94M 0.05% +7,265 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: 25,584 shares; 2024Q4: 25,135 shares; 2025Q1: 23,255 shares; 2025Q2: 22,672 shares; 2025Q3: 24,166 shares; 2025Q4: 23,322 shares; 2026Q1: 20,567 shares; 2026Q2: 21,304 shares 21,304 $3.94M 0.05% +737 Timeline NUEM 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: 96,330 shares; 2024Q4: 87,796 shares; 2025Q1: 89,307 shares; 2025Q2: 101,831 shares; 2025Q3: 101,123 shares; 2025Q4: 97,344 shares; 2026Q1: 95,224 shares; 2026Q2: 91,564 shares 91,564 $3.89M 0.05% -3,660 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: 10,266 shares; 2024Q4: 10,262 shares; 2025Q1: 10,268 shares; 2025Q2: 10,224 shares; 2025Q3: 10,288 shares; 2025Q4: 9,959 shares; 2026Q1: 9,642 shares; 2026Q2: 10,454 shares 10,454 $3.87M 0.05% +812 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: 1,418 shares; 2024Q4: 1,387 shares; 2025Q1: 1,410 shares; 2025Q2: 1,391 shares; 2025Q3: 1,413 shares; 2025Q4: 1,405 shares; 2026Q1: 1,482 shares; 2026Q2: 8,508 shares 8,508 $3.8M 0.05% +7,026 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 518 shares; 2026Q2: 1,914 shares 1,914 $3.79M 0.05% +1,396 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,554 shares; 2024Q4: 46,912 shares; 2025Q1: 44,457 shares; 2025Q2: 45,530 shares; 2025Q3: 46,907 shares; 2025Q4: 45,306 shares; 2026Q1: 42,563 shares; 2026Q2: 41,891 shares 41,891 $3.79M 0.05% -672 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,175 shares; 2024Q4: 26,819 shares; 2025Q1: 26,728 shares; 2025Q2: 26,648 shares; 2025Q3: 25,752 shares; 2025Q4: 24,595 shares; 2026Q1: 24,049 shares; 2026Q2: 28,282 shares 28,282 $3.76M 0.05% +4,233 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: 3,022 shares; 2024Q4: 3,046 shares; 2025Q1: 2,292 shares; 2025Q2: 2,234 shares; 2025Q3: 2,234 shares; 2025Q4: 2,234 shares; 2026Q1: 2,242 shares; 2026Q2: 19,711 shares 19,711 $3.75M 0.05% +17,469 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,372 shares; 2026Q1: 25,386 shares; 2026Q2: 79,869 shares 79,869 $3.72M 0.05% +54,483 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,350 shares 39,350 $3.72M 0.05% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,502 shares; 2024Q4: 13,920 shares; 2025Q1: 13,029 shares; 2025Q2: 7,002 shares; 2025Q3: 7,004 shares; 2025Q4: 7,216 shares; 2026Q1: 5,715 shares; 2026Q2: 7,599 shares 7,599 $3.68M 0.05% +1,884 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: 17,400 shares; 2024Q4: 17,567 shares; 2025Q1: 18,009 shares; 2025Q2: 18,421 shares; 2025Q3: 18,300 shares; 2025Q4: 20,126 shares; 2026Q1: 21,202 shares; 2026Q2: 50,519 shares 50,519 $3.63M 0.05% +29,317 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,500 shares; 2024Q4: 14,387 shares; 2025Q1: 13,036 shares; 2025Q2: 13,666 shares; 2025Q3: 20,608 shares; 2025Q4: 16,962 shares; 2026Q1: 16,875 shares; 2026Q2: 68,750 shares 68,750 $3.63M 0.05% +51,875 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: 8,031 shares; 2024Q4: 7,007 shares; 2025Q1: 8,093 shares; 2025Q2: 8,457 shares; 2025Q3: 7,876 shares; 2025Q4: 7,991 shares; 2026Q1: 8,121 shares; 2026Q2: 17,293 shares 17,293 $3.61M 0.05% +9,172 Timeline VNQI 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: 78,351 shares; 2024Q4: 80,751 shares; 2025Q1: 72,803 shares; 2025Q2: 71,058 shares; 2025Q3: 69,163 shares; 2025Q4: 70,148 shares; 2026Q1: 70,386 shares; 2026Q2: 80,137 shares 80,137 $3.59M 0.04% +9,751 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: 6,185 shares; 2024Q4: 6,171 shares; 2025Q1: 6,231 shares; 2025Q2: 6,032 shares; 2025Q3: 6,055 shares; 2025Q4: 6,809 shares; 2026Q1: 6,300 shares; 2026Q2: 7,049 shares 7,049 $3.59M 0.04% +749 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: 3,159 shares; 2024Q4: 9,477 shares; 2025Q1: 9,477 shares; 2025Q2: 108,600 shares; 2025Q3: 101,014 shares; 2025Q4: 91,593 shares; 2026Q1: 78,157 shares; 2026Q2: 102,488 shares 102,488 $3.57M 0.04% +24,331 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: 2,317 shares; 2024Q4: 2,444 shares; 2025Q1: 2,666 shares; 2025Q2: 2,764 shares; 2025Q3: 7,012 shares; 2025Q4: 4,427 shares; 2026Q1: 4,356 shares; 2026Q2: 6,847 shares 6,847 $3.55M 0.04% +2,491 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: 21,563 shares; 2024Q4: 19,446 shares; 2025Q1: 21,910 shares; 2025Q2: 21,383 shares; 2025Q3: 20,205 shares; 2025Q4: 19,607 shares; 2026Q1: 17,387 shares; 2026Q2: 34,723 shares 34,723 $3.55M 0.04% +17,336 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: 3,419 shares; 2024Q4: 4,130 shares; 2025Q1: 4,227 shares; 2025Q2: 7,614 shares; 2025Q3: 8,363 shares; 2025Q4: 8,147 shares; 2026Q1: 8,041 shares; 2026Q2: 9,631 shares 9,631 $3.52M 0.04% +1,590 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: 33,142 shares; 2024Q4: 32,331 shares; 2025Q1: 33,803 shares; 2025Q2: 32,676 shares; 2025Q3: 28,542 shares; 2025Q4: 29,444 shares; 2026Q1: 29,152 shares; 2026Q2: 59,419 shares 59,419 $3.42M 0.04% +30,267 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,602 shares; 2024Q4: 25,606 shares; 2025Q1: 25,599 shares; 2025Q2: 23,901 shares; 2025Q3: 22,836 shares; 2025Q4: 16,763 shares; 2026Q1: 16,914 shares; 2026Q2: 19,035 shares 19,035 $3.38M 0.04% +2,121 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: 36,214 shares; 2024Q4: 35,752 shares; 2025Q1: 33,950 shares; 2025Q2: 33,686 shares; 2025Q3: 32,110 shares; 2025Q4: 31,678 shares; 2026Q1: 30,823 shares; 2026Q2: 34,742 shares 34,742 $3.35M 0.04% +3,919 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,478 shares; 2024Q4: 40,150 shares; 2025Q1: 48,596 shares; 2025Q2: 50,011 shares; 2025Q3: 49,261 shares; 2025Q4: 46,669 shares; 2026Q1: 48,146 shares; 2026Q2: 58,119 shares 58,119 $3.34M 0.04% +9,973 Timeline PTF 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: 24,300 shares; 2024Q4: 24,300 shares; 2025Q1: 24,300 shares; 2025Q2: 24,300 shares; 2025Q3: 24,300 shares; 2025Q4: 24,300 shares; 2026Q1: 24,300 shares; 2026Q2: 24,300 shares 24,300 $3.31M 0.04% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,120 shares; 2024Q4: 13,000 shares; 2025Q1: 13,096 shares; 2025Q2: 12,830 shares; 2025Q3: 14,939 shares; 2025Q4: 16,204 shares; 2026Q1: 16,185 shares; 2026Q2: 17,265 shares 17,265 $3.29M 0.04% +1,080 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: 45,584 shares; 2024Q4: 56,543 shares; 2025Q1: 50,352 shares; 2025Q2: 51,036 shares; 2025Q3: 51,711 shares; 2025Q4: 51,360 shares; 2026Q1: 54,966 shares; 2026Q2: 76,268 shares 76,268 $3.23M 0.04% +21,302 Timeline GWX 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: 43,930 shares; 2024Q4: 77,481 shares; 2025Q1: 76,366 shares; 2025Q2: 75,638 shares; 2025Q3: 75,570 shares; 2025Q4: 75,293 shares; 2026Q1: 73,137 shares; 2026Q2: 73,737 shares 73,737 $3.23M 0.04% +600 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: 29,738 shares; 2024Q4: 26,281 shares; 2025Q1: 28,808 shares; 2025Q2: 28,259 shares; 2025Q3: 28,194 shares; 2025Q4: 27,268 shares; 2026Q1: 24,658 shares; 2026Q2: 32,931 shares 32,931 $3.17M 0.04% +8,273 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: 10,432 shares; 2024Q4: 10,366 shares; 2025Q1: 10,416 shares; 2025Q2: 10,479 shares; 2025Q3: 9,476 shares; 2025Q4: 9,460 shares; 2026Q1: 9,139 shares; 2026Q2: 13,824 shares 13,824 $3.14M 0.04% +4,685 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: 9,865 shares; 2024Q4: 9,795 shares; 2025Q1: 10,247 shares; 2025Q2: 10,376 shares; 2025Q3: 10,352 shares; 2025Q4: 10,541 shares; 2026Q1: 10,248 shares; 2026Q2: 17,282 shares 17,282 $3.13M 0.04% +7,034 Timeline VWOB 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: 38,391 shares; 2024Q4: 35,913 shares; 2025Q1: 36,566 shares; 2025Q2: 37,731 shares; 2025Q3: 39,114 shares; 2025Q4: 40,539 shares; 2026Q1: 40,942 shares; 2026Q2: 46,476 shares 46,476 $3.13M 0.04% +5,534 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,545 shares; 2024Q4: 7,425 shares; 2025Q1: 7,449 shares; 2025Q2: 10,911 shares; 2025Q3: 11,318 shares; 2025Q4: 11,131 shares; 2026Q1: 11,051 shares; 2026Q2: 20,738 shares 20,738 $3.11M 0.04% +9,687 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: 11,355 shares; 2024Q4: 11,570 shares; 2025Q1: 11,225 shares; 2025Q2: 11,179 shares; 2025Q3: 11,063 shares; 2025Q4: 10,920 shares; 2026Q1: 10,604 shares; 2026Q2: 19,690 shares 19,690 $3.09M 0.04% +9,086 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,798 shares; 2024Q4: 94,775 shares; 2025Q1: 213,439 shares; 2025Q2: 240,508 shares; 2025Q3: 73,245 shares; 2025Q4: 49,915 shares; 2026Q1: 71,080 shares; 2026Q2: 115,096 shares 115,096 $3.05M 0.04% +44,016 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: 4,796 shares; 2024Q4: 4,670 shares; 2025Q1: 4,272 shares; 2025Q2: 4,404 shares; 2025Q3: 4,139 shares; 2025Q4: 4,140 shares; 2026Q1: 4,238 shares; 2026Q2: 5,816 shares 5,816 $3.04M 0.04% +1,578 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: 3,727 shares; 2024Q4: 3,687 shares; 2025Q1: 3,653 shares; 2025Q2: 4,685 shares; 2025Q3: 3,756 shares; 2025Q4: 5,503 shares; 2026Q1: 4,991 shares; 2026Q2: 36,453 shares 36,453 $2.94M 0.04% +31,462 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: 20,088 shares; 2024Q4: 18,768 shares; 2025Q1: 18,438 shares; 2025Q2: 19,204 shares; 2025Q3: 19,023 shares; 2025Q4: 18,086 shares; 2026Q1: 17,793 shares; 2026Q2: 18,936 shares 18,936 $2.92M 0.04% +1,143 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,121 shares; 2024Q4: 3,138 shares; 2025Q1: 3,210 shares; 2025Q2: 3,281 shares; 2025Q3: 2,876 shares; 2025Q4: 2,715 shares; 2026Q1: 2,677 shares; 2026Q2: 7,540 shares 7,540 $2.92M 0.04% +4,863 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: 23,442 shares; 2024Q4: 22,279 shares; 2025Q1: 22,287 shares; 2025Q2: 21,809 shares; 2025Q3: 21,759 shares; 2025Q4: 22,875 shares; 2026Q1: 32,111 shares; 2026Q2: 41,924 shares 41,924 $2.87M 0.04% +9,813 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: 7,903 shares; 2024Q4: 8,504 shares; 2025Q1: 11,377 shares; 2025Q2: 12,836 shares; 2025Q3: 12,192 shares; 2025Q4: 11,988 shares; 2026Q1: 11,951 shares; 2026Q2: 9,008 shares 9,008 $2.84M 0.04% -2,943 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,664 shares 12,664 $2.84M 0.04% new Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,801 shares; 2026Q2: 5,607 shares 5,607 $2.81M 0.03% +3,806 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,623 shares 12,623 $2.79M 0.03% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,792 shares; 2024Q4: 4,658 shares; 2025Q1: 12,093 shares; 2025Q2: 9,343 shares; 2025Q3: 8,679 shares; 2025Q4: 8,649 shares; 2026Q1: 8,653 shares; 2026Q2: 11,340 shares 11,340 $2.78M 0.03% +2,687 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: 19,574 shares; 2024Q4: 24,031 shares; 2025Q1: 24,465 shares; 2025Q2: 24,346 shares; 2025Q3: 17,430 shares; 2025Q4: 14,895 shares; 2026Q1: 13,558 shares; 2026Q2: 17,471 shares 17,471 $2.74M 0.03% +3,913 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,821 shares; 2024Q4: 8,669 shares; 2025Q1: 10,229 shares; 2025Q2: 13,096 shares; 2025Q3: 13,248 shares; 2025Q4: 13,136 shares; 2026Q1: 13,650 shares; 2026Q2: 16,035 shares 16,035 $2.69M 0.03% +2,385 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: 11,428 shares; 2024Q4: 11,595 shares; 2025Q1: 11,552 shares; 2025Q2: 11,129 shares; 2025Q3: 2,549 shares; 2025Q4: 2,611 shares; 2026Q1: 2,605 shares; 2026Q2: 21,846 shares 21,846 $2.69M 0.03% +19,241 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,325 shares 9,325 $2.67M 0.03% new 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: 5,580 shares; 2024Q4: 5,389 shares; 2025Q1: 5,058 shares; 2025Q2: 3,790 shares; 2025Q3: 3,913 shares; 2025Q4: 14,737 shares; 2026Q1: 14,403 shares; 2026Q2: 23,152 shares 23,152 $2.64M 0.03% +8,749 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,931 shares; 2024Q4: 4,548 shares; 2025Q1: 4,855 shares; 2025Q2: 4,499 shares; 2025Q3: 5,077 shares; 2025Q4: 5,170 shares; 2026Q1: 4,703 shares; 2026Q2: 8,831 shares 8,831 $2.64M 0.03% +4,128 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: 9,328 shares; 2024Q4: 10,126 shares; 2025Q1: 14,602 shares; 2025Q2: 16,317 shares; 2025Q3: 15,631 shares; 2025Q4: 16,204 shares; 2026Q1: 15,981 shares; 2026Q2: 34,729 shares 34,729 $2.62M 0.03% +18,748 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: 7,125 shares; 2024Q4: 6,579 shares; 2025Q1: 7,619 shares; 2025Q2: 5,532 shares; 2025Q3: 5,202 shares; 2025Q4: 26,619 shares; 2026Q1: 27,546 shares; 2026Q2: 26,193 shares 26,193 $2.6M 0.03% -1,353 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,063 shares; 2024Q4: 33,893 shares; 2025Q1: 36,116 shares; 2025Q2: 36,824 shares; 2025Q3: 36,445 shares; 2025Q4: 35,924 shares; 2026Q1: 35,770 shares; 2026Q2: 36,360 shares 36,360 $2.6M 0.03% +590 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: 3,410 shares; 2024Q4: 5,051 shares; 2025Q1: 5,054 shares; 2025Q2: 4,949 shares; 2025Q3: 4,935 shares; 2025Q4: 4,902 shares; 2026Q1: 4,988 shares; 2026Q2: 6,511 shares 6,511 $2.59M 0.03% +1,523 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,472 shares; 2024Q4: 21,140 shares; 2025Q1: 21,330 shares; 2025Q2: 21,065 shares; 2025Q3: 20,939 shares; 2025Q4: 20,705 shares; 2026Q1: 18,903 shares; 2026Q2: 31,602 shares 31,602 $2.56M 0.03% +12,699 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: 5,862 shares; 2024Q4: 5,612 shares; 2025Q1: 6,355 shares; 2025Q2: 6,022 shares; 2025Q3: 6,050 shares; 2025Q4: 7,094 shares; 2026Q1: 6,520 shares; 2026Q2: 15,142 shares 15,142 $2.56M 0.03% +8,622 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: 999 shares; 2024Q4: 9,102 shares; 2025Q1: 9,199 shares; 2025Q2: 9,153 shares; 2025Q3: 9,667 shares; 2025Q4: 8,952 shares; 2026Q1: 9,446 shares; 2026Q2: 11,453 shares 11,453 $2.55M 0.03% +2,007 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,383 shares; 2026Q1: 27,134 shares; 2026Q2: 30,645 shares 30,645 $2.51M 0.03% +3,511 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,474 shares; 2026Q2: 108,570 shares 108,570 $2.49M 0.03% +80,096 Timeline NPB NORTHPOINTE BANCSHARES INC. More: the full row for NORTHPOINTE BANCSHARES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181,000 shares; 2025Q4: 157,515 shares; 2026Q1: 147,515 shares; 2026Q2: 126,245 shares 126,245 $2.42M 0.03% -21,270 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: 20,589 shares; 2024Q4: 20,507 shares; 2025Q1: 20,524 shares; 2025Q2: 20,528 shares; 2025Q3: 20,457 shares; 2025Q4: 20,567 shares; 2026Q1: 21,292 shares; 2026Q2: 26,263 shares 26,263 $2.41M 0.03% +4,971 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: 3,809 shares; 2024Q4: 4,358 shares; 2025Q1: 4,549 shares; 2025Q2: 4,574 shares; 2025Q3: 4,646 shares; 2025Q4: 4,601 shares; 2026Q1: 4,631 shares; 2026Q2: 6,244 shares 6,244 $2.41M 0.03% +1,613 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: 21,145 shares; 2024Q4: 20,760 shares; 2025Q1: 21,300 shares; 2025Q2: 20,553 shares; 2025Q3: 22,877 shares; 2025Q4: 21,721 shares; 2026Q1: 21,389 shares; 2026Q2: 30,691 shares 30,691 $2.38M 0.03% +9,302 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: 2,272 shares; 2024Q4: 1,870 shares; 2025Q1: 3,037 shares; 2025Q2: 3,322 shares; 2025Q3: 3,315 shares; 2025Q4: 3,274 shares; 2026Q1: 2,928 shares; 2026Q2: 5,509 shares 5,509 $2.38M 0.03% +2,581 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,600 shares; 2024Q4: 4,292 shares; 2025Q1: 3,992 shares; 2025Q2: 3,993 shares; 2025Q3: 3,849 shares; 2025Q4: 3,909 shares; 2026Q1: 4,129 shares; 2026Q2: 7,086 shares 7,086 $2.35M 0.03% +2,957 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,141 shares; 2025Q3: 54,647 shares; 2025Q4: 50,220 shares; 2026Q1: 19,545 shares; 2026Q2: 26,608 shares 26,608 $2.34M 0.03% +7,063 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,282 shares; 2024Q4: 12,117 shares; 2025Q1: 8,663 shares; 2025Q2: 8,573 shares; 2025Q3: 4,433 shares; 2025Q4: 4,421 shares; 2026Q1: 4,656 shares; 2026Q2: 8,949 shares 8,949 $2.34M 0.03% +4,293 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,479 shares; 2024Q4: 18,707 shares; 2025Q1: 24,425 shares; 2025Q2: 24,770 shares; 2025Q3: 25,303 shares; 2025Q4: 24,621 shares; 2026Q1: 18,698 shares; 2026Q2: 45,710 shares 45,710 $2.33M 0.03% +27,012 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,031 shares; 2026Q1: 17,699 shares; 2026Q2: 20,024 shares 20,024 $2.32M 0.03% +2,325 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,712 shares 3,712 $2.32M 0.03% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,132 shares; 2024Q4: 24,570 shares; 2025Q1: 22,463 shares; 2025Q2: 22,214 shares; 2025Q3: 22,063 shares; 2025Q4: 22,621 shares; 2026Q1: 18,101 shares; 2026Q2: 22,067 shares 22,067 $2.28M 0.03% +3,966 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: 12,605 shares; 2024Q4: 13,257 shares; 2025Q1: 13,871 shares; 2025Q2: 13,434 shares; 2025Q3: 13,524 shares; 2025Q4: 12,569 shares; 2026Q1: 12,117 shares; 2026Q2: 23,627 shares 23,627 $2.26M 0.03% +11,510 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,958 shares; 2026Q1: 6,008 shares; 2026Q2: 50,110 shares 50,110 $2.26M 0.03% +44,102 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,689 shares; 2024Q4: 60,839 shares; 2025Q1: 53,439 shares; 2025Q2: 42,159 shares; 2025Q3: 49,201 shares; 2025Q4: 39,107 shares; 2026Q1: 15,807 shares; 2026Q2: 14,067 shares 14,067 $2.26M 0.03% -1,740 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: 1,663 shares; 2024Q4: 2,486 shares; 2025Q1: 2,066 shares; 2025Q2: 2,021 shares; 2025Q3: 1,991 shares; 2025Q4: 2,032 shares; 2026Q1: 2,376 shares; 2026Q2: 2,969 shares 2,969 $2.24M 0.03% +593 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: 20,638 shares; 2024Q4: 14,750 shares; 2025Q1: 15,506 shares; 2025Q2: 15,599 shares; 2025Q3: 15,403 shares; 2025Q4: 14,534 shares; 2026Q1: 13,976 shares; 2026Q2: 15,474 shares 15,474 $2.24M 0.03% +1,498 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,360 shares 43,360 $2.21M 0.03% new 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: 214 shares; 2024Q4: 219 shares; 2025Q1: 477 shares; 2025Q2: 471 shares; 2025Q3: 498 shares; 2025Q4: 457 shares; 2026Q1: 443 shares; 2026Q2: 12,383 shares 12,383 $2.21M 0.03% +11,940 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: 7,280 shares; 2024Q4: 7,440 shares; 2025Q1: 8,382 shares; 2025Q2: 8,470 shares; 2025Q3: 8,372 shares; 2025Q4: 8,482 shares; 2026Q1: 8,087 shares; 2026Q2: 18,743 shares 18,743 $2.21M 0.03% +10,656 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: 7,779 shares; 2024Q4: 7,417 shares; 2025Q1: 7,430 shares; 2025Q2: 7,435 shares; 2025Q3: 7,493 shares; 2025Q4: 7,698 shares; 2026Q1: 7,675 shares; 2026Q2: 9,700 shares 9,700 $2.18M 0.03% +2,025 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: 31,459 shares; 2024Q4: 31,905 shares; 2025Q1: 32,071 shares; 2025Q2: 32,052 shares; 2025Q3: 29,196 shares; 2025Q4: 29,075 shares; 2026Q1: 23,659 shares; 2026Q2: 45,713 shares 45,713 $2.17M 0.03% +22,054 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,486 shares; 2024Q4: 9,509 shares; 2025Q1: 6,508 shares; 2025Q2: 6,488 shares; 2025Q3: 6,354 shares; 2025Q4: 7,021 shares; 2026Q1: 6,942 shares; 2026Q2: 15,155 shares 15,155 $2.17M 0.03% +8,213 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: 4,394 shares; 2024Q4: 4,189 shares; 2025Q1: 4,235 shares; 2025Q2: 4,186 shares; 2025Q3: 1,663 shares; 2025Q4: 1,865 shares; 2026Q1: 1,914 shares; 2026Q2: 8,763 shares 8,763 $2.16M 0.03% +6,849 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: 17,379 shares; 2024Q4: 16,995 shares; 2025Q1: 15,840 shares; 2025Q2: 15,896 shares; 2025Q3: 15,587 shares; 2025Q4: 15,485 shares; 2026Q1: 14,965 shares; 2026Q2: 16,879 shares 16,879 $2.14M 0.03% +1,914 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: 12,054 shares; 2024Q4: 10,625 shares; 2025Q1: 12,910 shares; 2025Q2: 12,878 shares; 2025Q3: 12,814 shares; 2025Q4: 12,689 shares; 2026Q1: 11,559 shares; 2026Q2: 16,879 shares 16,879 $2.13M 0.03% +5,320 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,330 shares; 2026Q2: 108,360 shares 108,360 $2.13M 0.03% +2,030 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: 2,571 shares; 2024Q4: 2,071 shares; 2025Q1: 2,065 shares; 2025Q2: 2,056 shares; 2025Q3: 2,170 shares; 2025Q4: 2,029 shares; 2026Q1: 2,041 shares; 2026Q2: 2,551 shares 2,551 $2.12M 0.03% +510 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,173 shares; 2024Q4: 35,542 shares; 2025Q1: 37,145 shares; 2025Q2: 36,888 shares; 2025Q3: 38,244 shares; 2025Q4: 36,789 shares; 2026Q1: 39,317 shares; 2026Q2: 96,344 shares 96,344 $2.11M 0.03% +57,027 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,364 shares; 2024Q4: 1,930 shares; 2025Q1: 2,008 shares; 2025Q2: 2,006 shares; 2025Q3: 2,012 shares; 2025Q4: 2,033 shares; 2026Q1: 2,066 shares; 2026Q2: 3,377 shares 3,377 $2.08M 0.03% +1,311 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,921 shares; 2024Q4: 9,873 shares; 2025Q1: 9,873 shares; 2025Q2: 8,860 shares; 2025Q3: 8,861 shares; 2025Q4: 4,856 shares; 2026Q1: 3,501 shares; 2026Q2: 8,072 shares 8,072 $2.06M 0.03% +4,571 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: 22,639 shares; 2024Q4: 21,785 shares; 2025Q1: 21,701 shares; 2025Q2: 21,691 shares; 2025Q3: 15,397 shares; 2025Q4: 13,241 shares; 2026Q1: 13,251 shares; 2026Q2: 35,652 shares 35,652 $2.06M 0.03% +22,401 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: 9,721 shares; 2024Q4: 9,145 shares; 2025Q1: 9,238 shares; 2025Q2: 9,111 shares; 2025Q3: 9,043 shares; 2025Q4: 9,046 shares; 2026Q1: 9,165 shares; 2026Q2: 13,023 shares 13,023 $2.04M 0.03% +3,858 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,343 shares; 2025Q2: 3,341 shares; 2025Q3: 3,345 shares; 2025Q4: 3,429 shares; 2026Q1: 2,435 shares; 2026Q2: 4,747 shares 4,747 $2.02M 0.03% +2,312 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: 3,635 shares; 2024Q4: 5,178 shares; 2025Q1: 5,734 shares; 2025Q2: 5,696 shares; 2025Q3: 4,941 shares; 2025Q4: 5,065 shares; 2026Q1: 2,409 shares; 2026Q2: 5,999 shares 5,999 $2.01M 0.03% +3,590 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,890 shares; 2024Q4: 17,489 shares; 2025Q1: 17,043 shares; 2025Q2: 16,447 shares; 2025Q3: 15,480 shares; 2025Q4: 19,380 shares; 2026Q1: 13,514 shares; 2026Q2: 19,312 shares 19,312 $2.01M 0.03% +5,798 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: 7,796 shares; 2024Q4: 8,636 shares; 2025Q1: 9,802 shares; 2025Q2: 9,175 shares; 2025Q3: 9,218 shares; 2025Q4: 9,218 shares; 2026Q1: 8,578 shares; 2026Q2: 14,599 shares 14,599 $2M 0.02% +6,021 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,672 shares 11,672 $1.99M 0.02% new Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,564 shares; 2025Q4: 77,378 shares; 2026Q1: 74,921 shares; 2026Q2: 62,953 shares 62,953 $1.99M 0.02% -11,968 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: 71,502 shares; 2024Q4: 68,134 shares; 2025Q1: 53,781 shares; 2025Q2: 53,812 shares; 2025Q3: 52,115 shares; 2025Q4: 50,478 shares; 2026Q1: 46,478 shares; 2026Q2: 82,458 shares 82,458 $1.99M 0.02% +35,980 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: 19,366 shares; 2024Q4: 29,085 shares; 2025Q1: 18,513 shares; 2025Q2: 22,899 shares; 2025Q3: 22,891 shares; 2025Q4: 23,026 shares; 2026Q1: 23,424 shares; 2026Q2: 32,872 shares 32,872 $1.99M 0.02% +9,448 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,598 shares; 2025Q2: 3,599 shares; 2025Q3: 3,499 shares; 2025Q4: 3,107 shares; 2026Q1: 2,807 shares; 2026Q2: 10,550 shares 10,550 $1.98M 0.02% +7,743 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: 10,942 shares; 2024Q4: 9,601 shares; 2025Q1: 10,107 shares; 2025Q2: 9,997 shares; 2025Q3: 9,756 shares; 2025Q4: 9,268 shares; 2026Q1: 8,487 shares; 2026Q2: 18,320 shares 18,320 $1.98M 0.02% +9,833 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 reported; 2024Q4: 1,155 shares; 2025Q1: 4,081 shares; 2025Q2: 3,891 shares; 2025Q3: 3,618 shares; 2025Q4: 1,879 shares; 2026Q1: 1,865 shares; 2026Q2: 12,971 shares 12,971 $1.96M 0.02% +11,106 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: 5,644 shares; 2024Q4: 5,638 shares; 2025Q1: 7,495 shares; 2025Q2: 8,787 shares; 2025Q3: 8,759 shares; 2025Q4: 8,828 shares; 2026Q1: 7,474 shares; 2026Q2: 8,246 shares 8,246 $1.96M 0.02% +772 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,047 shares; 2024Q4: 3,125 shares; 2025Q1: 3,025 shares; 2025Q2: 4,363 shares; 2025Q3: 4,123 shares; 2025Q4: 3,941 shares; 2026Q1: 4,057 shares; 2026Q2: 12,010 shares 12,010 $1.94M 0.02% +7,953 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: 4,502 shares; 2024Q4: 3,954 shares; 2025Q1: 3,841 shares; 2025Q2: 4,849 shares; 2025Q3: 4,451 shares; 2025Q4: 4,683 shares; 2026Q1: 4,387 shares; 2026Q2: 6,140 shares 6,140 $1.93M 0.02% +1,753 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,307 shares; 2024Q4: 7,929 shares; 2025Q1: 8,456 shares; 2025Q2: 7,798 shares; 2025Q3: 7,087 shares; 2025Q4: 7,225 shares; 2026Q1: 8,135 shares; 2026Q2: 11,078 shares 11,078 $1.93M 0.02% +2,943 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: 9,939 shares; 2024Q4: 9,939 shares; 2025Q1: 10,092 shares; 2025Q2: 10,014 shares; 2025Q3: 10,014 shares; 2025Q4: 10,796 shares; 2026Q1: 11,408 shares; 2026Q2: 13,142 shares 13,142 $1.92M 0.02% +1,734 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: 8,331 shares; 2024Q4: 7,710 shares; 2025Q1: 8,624 shares; 2025Q2: 8,653 shares; 2025Q3: 8,559 shares; 2025Q4: 8,444 shares; 2026Q1: 7,538 shares; 2026Q2: 11,525 shares 11,525 $1.92M 0.02% +3,987 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: 2,058 shares; 2024Q4: 1,628 shares; 2025Q1: 2,101 shares; 2025Q2: 2,277 shares; 2025Q3: 2,224 shares; 2025Q4: 2,210 shares; 2026Q1: 2,162 shares; 2026Q2: 13,386 shares 13,386 $1.92M 0.02% +11,224 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,851 shares; 2024Q4: 9,873 shares; 2025Q1: 10,282 shares; 2025Q2: 11,466 shares; 2025Q3: 13,728 shares; 2025Q4: 10,741 shares; 2026Q1: 10,855 shares; 2026Q2: 14,513 shares 14,513 $1.91M 0.02% +3,658 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: 6,505 shares; 2024Q4: 6,492 shares; 2025Q1: 6,470 shares; 2025Q2: 6,462 shares; 2025Q3: 4,565 shares; 2025Q4: 3,944 shares; 2026Q1: not reported; 2026Q2: 20,832 shares 20,832 $1.91M 0.02% new 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: 5,748 shares; 2024Q4: 5,500 shares; 2025Q1: 5,431 shares; 2025Q2: 5,418 shares; 2025Q3: 4,742 shares; 2025Q4: 6,567 shares; 2026Q1: 5,501 shares; 2026Q2: 12,874 shares 12,874 $1.9M 0.02% +7,373 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,786 shares; 2026Q2: 92,983 shares 92,983 $1.89M 0.02% +3,197 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,379 shares; 2024Q4: 29,249 shares; 2025Q1: 34,253 shares; 2025Q2: 35,879 shares; 2025Q3: 35,792 shares; 2025Q4: 38,579 shares; 2026Q1: 41,441 shares; 2026Q2: 51,119 shares 51,119 $1.89M 0.02% +9,678 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 reported; 2024Q4: not reported; 2025Q1: 1,221 shares; 2025Q2: 3,801 shares; 2025Q3: 4,303 shares; 2025Q4: 4,635 shares; 2026Q1: 4,439 shares; 2026Q2: 9,319 shares 9,319 $1.87M 0.02% +4,880 Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,754 shares 47,754 $1.86M 0.02% 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: 15,921 shares; 2024Q4: 3,979 shares; 2025Q1: 3,804 shares; 2025Q2: 3,668 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,142 shares 6,142 $1.83M 0.02% new 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: 1,399 shares; 2024Q4: 1,179 shares; 2025Q1: 1,187 shares; 2025Q2: 1,208 shares; 2025Q3: 1,193 shares; 2025Q4: 1,169 shares; 2026Q1: 1,153 shares; 2026Q2: 1,343 shares 1,343 $1.83M 0.02% +190 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,967 shares; 2024Q4: 15,630 shares; 2025Q1: 15,496 shares; 2025Q2: 15,935 shares; 2025Q3: 15,409 shares; 2025Q4: 15,698 shares; 2026Q1: 15,882 shares; 2026Q2: 18,258 shares 18,258 $1.81M 0.02% +2,376 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: 2,510 shares; 2024Q4: 2,710 shares; 2025Q1: 11,425 shares; 2025Q2: 9,887 shares; 2025Q3: 8,812 shares; 2025Q4: 9,450 shares; 2026Q1: 8,356 shares; 2026Q2: 10,092 shares 10,092 $1.8M 0.02% +1,736 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: 8,903 shares; 2024Q4: 10,066 shares; 2025Q1: 10,701 shares; 2025Q2: 40,122 shares; 2025Q3: 23,013 shares; 2025Q4: 21,699 shares; 2026Q1: 18,822 shares; 2026Q2: 23,740 shares 23,740 $1.8M 0.02% +4,918 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,423 shares; 2024Q4: 7,677 shares; 2025Q1: 6,563 shares; 2025Q2: 7,267 shares; 2025Q3: 34,453 shares; 2025Q4: 29,478 shares; 2026Q1: 27,648 shares; 2026Q2: 45,153 shares 45,153 $1.79M 0.02% +17,505 Timeline DFSV 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: 13,598 shares; 2024Q4: 9,808 shares; 2025Q1: 9,662 shares; 2025Q2: 66,023 shares; 2025Q3: 59,434 shares; 2025Q4: 54,895 shares; 2026Q1: 49,057 shares; 2026Q2: 46,186 shares 46,186 $1.79M 0.02% -2,871 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,349 shares; 2026Q2: 91,470 shares 91,470 $1.79M 0.02% -21,879 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,000 shares; 2025Q1: not reported; 2025Q2: 6,062 shares; 2025Q3: 12,562 shares; 2025Q4: 1,019 shares; 2026Q1: 1,018 shares; 2026Q2: 4,868 shares 4,868 $1.78M 0.02% +3,850 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,152 shares; 2024Q4: 10,927 shares; 2025Q1: 11,332 shares; 2025Q2: 11,454 shares; 2025Q3: 11,261 shares; 2025Q4: 10,374 shares; 2026Q1: 10,226 shares; 2026Q2: 10,754 shares 10,754 $1.75M 0.02% +528 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: 5,652 shares; 2024Q4: 5,400 shares; 2025Q1: 4,844 shares; 2025Q2: 4,844 shares; 2025Q3: 4,617 shares; 2025Q4: 5,144 shares; 2026Q1: 5,544 shares; 2026Q2: 12,447 shares 12,447 $1.74M 0.02% +6,903 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: 24,404 shares; 2024Q4: 32,456 shares; 2025Q1: 24,585 shares; 2025Q2: 24,984 shares; 2025Q3: 32,020 shares; 2025Q4: 32,348 shares; 2026Q1: 32,273 shares; 2026Q2: 47,100 shares 47,100 $1.73M 0.02% +14,827 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,503 shares; 2024Q4: 4,499 shares; 2025Q1: 4,500 shares; 2025Q2: 4,503 shares; 2025Q3: 4,518 shares; 2025Q4: 4,526 shares; 2026Q1: 4,317 shares; 2026Q2: 4,365 shares 4,365 $1.72M 0.02% +48 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,950 shares; 2026Q2: 75,842 shares 75,842 $1.72M 0.02% -14,108 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: 3,148 shares; 2024Q4: 9,487 shares; 2025Q1: 18,646 shares; 2025Q2: 18,687 shares; 2025Q3: 18,173 shares; 2025Q4: 14,852 shares; 2026Q1: 14,881 shares; 2026Q2: 46,458 shares 46,458 $1.71M 0.02% +31,577 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,710 shares 32,710 $1.69M 0.02% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,177 shares; 2024Q4: 3,094 shares; 2025Q1: 3,042 shares; 2025Q2: 3,060 shares; 2025Q3: 3,052 shares; 2025Q4: 2,812 shares; 2026Q1: 3,021 shares; 2026Q2: 4,494 shares 4,494 $1.69M 0.02% +1,473 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,418 shares; 2025Q2: 40,425 shares; 2025Q3: 20,493 shares; 2025Q4: 20,698 shares; 2026Q1: 20,568 shares; 2026Q2: 21,316 shares 21,316 $1.68M 0.02% +748 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,555 shares; 2024Q4: 8,550 shares; 2025Q1: 6,293 shares; 2025Q2: 6,182 shares; 2025Q3: 6,271 shares; 2025Q4: 8,506 shares; 2026Q1: 8,708 shares; 2026Q2: 22,416 shares 22,416 $1.67M 0.02% +13,708 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: 6,913 shares; 2024Q4: 11,089 shares; 2025Q1: 9,586 shares; 2025Q2: 9,572 shares; 2025Q3: 8,767 shares; 2025Q4: 9,104 shares; 2026Q1: 8,624 shares; 2026Q2: 13,352 shares 13,352 $1.66M 0.02% +4,728 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: 4,402 shares; 2024Q4: 4,173 shares; 2025Q1: 4,172 shares; 2025Q2: 6,599 shares; 2025Q3: 6,425 shares; 2025Q4: 6,370 shares; 2026Q1: 5,521 shares; 2026Q2: 5,953 shares 5,953 $1.66M 0.02% +432 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,249 shares; 2024Q4: 4,185 shares; 2025Q1: 4,044 shares; 2025Q2: 4,139 shares; 2025Q3: 4,524 shares; 2025Q4: 4,447 shares; 2026Q1: 4,461 shares; 2026Q2: 4,611 shares 4,611 $1.66M 0.02% +150 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: 13,381 shares; 2024Q4: 7,524 shares; 2025Q1: 7,855 shares; 2025Q2: 7,874 shares; 2025Q3: 7,533 shares; 2025Q4: 9,891 shares; 2026Q1: 7,002 shares; 2026Q2: 16,879 shares 16,879 $1.63M 0.02% +9,877 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 reported; 2024Q4: 21,382 shares; 2025Q1: 21,382 shares; 2025Q2: 22,056 shares; 2025Q3: 23,243 shares; 2025Q4: 32,182 shares; 2026Q1: 31,157 shares; 2026Q2: 40,563 shares 40,563 $1.63M 0.02% +9,406 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: 42,436 shares; 2024Q4: 47,859 shares; 2025Q1: 48,874 shares; 2025Q2: 48,565 shares; 2025Q3: 48,471 shares; 2025Q4: 49,454 shares; 2026Q1: 47,865 shares; 2026Q2: 78,316 shares 78,316 $1.62M 0.02% +30,451 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,209 shares; 2025Q4: 27,438 shares; 2026Q1: 24,513 shares; 2026Q2: 20,336 shares 20,336 $1.62M 0.02% -4,177 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,295 shares; 2026Q1: 1,272 shares; 2026Q2: 1,867 shares 1,867 $1.6M 0.02% +595 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,577 shares; 2025Q1: 17,579 shares; 2025Q2: 20,292 shares; 2025Q3: 20,215 shares; 2025Q4: 36,563 shares; 2026Q1: 40,233 shares; 2026Q2: 45,304 shares 45,304 $1.59M 0.02% +5,071 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,267 shares; 2024Q4: 4,242 shares; 2025Q1: 3,843 shares; 2025Q2: 3,841 shares; 2025Q3: 3,579 shares; 2025Q4: 4,417 shares; 2026Q1: 4,376 shares; 2026Q2: 10,330 shares 10,330 $1.59M 0.02% +5,954 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,960 shares 16,960 $1.58M 0.02% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,455 shares 5,455 $1.58M 0.02% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,802 shares 5,802 $1.55M 0.02% new 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: 8,646 shares; 2024Q4: 8,226 shares; 2025Q1: 11,650 shares; 2025Q2: 11,753 shares; 2025Q3: 9,975 shares; 2025Q4: 8,140 shares; 2026Q1: 7,399 shares; 2026Q2: 18,145 shares 18,145 $1.52M 0.02% +10,746 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: 8,074 shares; 2024Q4: 7,692 shares; 2025Q1: 8,054 shares; 2025Q2: 9,363 shares; 2025Q3: 7,062 shares; 2025Q4: 6,344 shares; 2026Q1: 6,990 shares; 2026Q2: 7,340 shares 7,340 $1.5M 0.02% +350 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,327 shares; 2024Q4: 25,538 shares; 2025Q1: 25,346 shares; 2025Q2: 25,373 shares; 2025Q3: 25,373 shares; 2025Q4: 24,785 shares; 2026Q1: 24,521 shares; 2026Q2: 27,490 shares 27,490 $1.5M 0.02% +2,969 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: 3,806 shares; 2024Q4: 7,955 shares; 2025Q1: 25,781 shares; 2025Q2: 31,975 shares; 2025Q3: 29,465 shares; 2025Q4: 27,955 shares; 2026Q1: 9,355 shares; 2026Q2: 20,790 shares 20,790 $1.5M 0.02% +11,435 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,830 shares; 2026Q2: 63,512 shares 63,512 $1.49M 0.02% +53,682 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 906 shares; 2025Q3: not reported; 2025Q4: 1,112 shares; 2026Q1: 1,119 shares; 2026Q2: 4,913 shares 4,913 $1.49M 0.02% +3,794 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: 12,323 shares; 2024Q4: 11,108 shares; 2025Q1: 11,374 shares; 2025Q2: 11,799 shares; 2025Q3: 8,789 shares; 2025Q4: 8,730 shares; 2026Q1: 7,810 shares; 2026Q2: 13,828 shares 13,828 $1.49M 0.02% +6,018 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,477 shares 62,477 $1.48M 0.02% new Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,683 shares; 2024Q4: 16,683 shares; 2025Q1: 16,683 shares; 2025Q2: 16,683 shares; 2025Q3: 16,846 shares; 2025Q4: 16,846 shares; 2026Q1: 16,846 shares; 2026Q2: 16,636 shares 16,636 $1.47M 0.02% -210 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,901 shares; 2024Q4: 4,857 shares; 2025Q1: 5,076 shares; 2025Q2: 5,018 shares; 2025Q3: 4,809 shares; 2025Q4: 4,550 shares; 2026Q1: 4,620 shares; 2026Q2: 9,867 shares 9,867 $1.46M 0.02% +5,247 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,772 shares; 2024Q4: 1,642 shares; 2025Q1: 1,695 shares; 2025Q2: 1,856 shares; 2025Q3: 2,046 shares; 2025Q4: 2,109 shares; 2026Q1: 2,119 shares; 2026Q2: 3,657 shares 3,657 $1.45M 0.02% +1,538 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,171 shares; 2024Q4: 4,106 shares; 2025Q1: 4,144 shares; 2025Q2: 3,445 shares; 2025Q3: 3,407 shares; 2025Q4: 3,511 shares; 2026Q1: 3,267 shares; 2026Q2: 6,763 shares 6,763 $1.44M 0.02% +3,496 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,353 shares; 2025Q3: 7,237 shares; 2025Q4: 7,206 shares; 2026Q1: 9,574 shares; 2026Q2: 37,790 shares 37,790 $1.44M 0.02% +28,216 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,264 shares 27,264 $1.43M 0.02% new 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: 26,972 shares; 2024Q4: 29,618 shares; 2025Q1: 27,370 shares; 2025Q2: 25,731 shares; 2025Q3: 25,874 shares; 2025Q4: 25,388 shares; 2026Q1: 25,304 shares; 2026Q2: 38,700 shares 38,700 $1.43M 0.02% +13,396 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,174 shares; 2026Q1: 7,141 shares; 2026Q2: 30,649 shares 30,649 $1.43M 0.02% +23,508 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: 2,428 shares; 2024Q4: 8,741 shares; 2025Q1: not reported; 2025Q2: 4,210 shares; 2025Q3: 4,219 shares; 2025Q4: 23,167 shares; 2026Q1: 4,236 shares; 2026Q2: 14,630 shares 14,630 $1.4M 0.02% +10,394 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,899 shares 18,899 $1.4M 0.02% new 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: 4,045 shares; 2024Q4: 8,453 shares; 2025Q1: 6,664 shares; 2025Q2: 7,006 shares; 2025Q3: 6,831 shares; 2025Q4: 6,937 shares; 2026Q1: 6,369 shares; 2026Q2: 10,677 shares 10,677 $1.39M 0.02% +4,308 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,301 shares; 2024Q4: 53,541 shares; 2025Q1: 56,298 shares; 2025Q2: 58,132 shares; 2025Q3: 54,278 shares; 2025Q4: 53,947 shares; 2026Q1: 52,911 shares; 2026Q2: 59,019 shares 59,019 $1.39M 0.02% +6,108 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,621 shares; 2024Q4: 8,426 shares; 2025Q1: 8,551 shares; 2025Q2: 8,422 shares; 2025Q3: 8,656 shares; 2025Q4: 9,683 shares; 2026Q1: not reported; 2026Q2: 21,663 shares 21,663 $1.39M 0.02% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235 shares; 2024Q4: 236 shares; 2025Q1: 259 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 568 shares; 2026Q1: 629 shares; 2026Q2: 819 shares 819 $1.39M 0.02% +190 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,375 shares 10,375 $1.38M 0.02% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791 shares; 2024Q4: 3,526 shares; 2025Q1: 3,500 shares; 2025Q2: 4,598 shares; 2025Q3: 5,552 shares; 2025Q4: 5,259 shares; 2026Q1: 4,933 shares; 2026Q2: 6,013 shares 6,013 $1.36M 0.02% +1,080 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,048 shares; 2024Q4: 5,637 shares; 2025Q1: 12,345 shares; 2025Q2: 12,251 shares; 2025Q3: 11,700 shares; 2025Q4: 11,551 shares; 2026Q1: 11,538 shares; 2026Q2: 11,452 shares 11,452 $1.35M 0.02% -86 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,594 shares; 2026Q1: 18,925 shares; 2026Q2: 28,228 shares 28,228 $1.35M 0.02% +9,303 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: 10,508 shares; 2024Q4: 10,117 shares; 2025Q1: 12,433 shares; 2025Q2: 11,014 shares; 2025Q3: 26,160 shares; 2025Q4: 18,169 shares; 2026Q1: 17,582 shares; 2026Q2: 26,643 shares 26,643 $1.35M 0.02% +9,061 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 961 shares; 2026Q1: not reported; 2026Q2: 5,274 shares 5,274 $1.34M 0.02% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,499 shares; 2024Q4: 19,500 shares; 2025Q1: 20,303 shares; 2025Q2: 19,532 shares; 2025Q3: 19,519 shares; 2025Q4: 19,521 shares; 2026Q1: 19,671 shares; 2026Q2: 16,451 shares 16,451 $1.34M 0.02% -3,220 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,093 shares 8,093 $1.34M 0.02% new Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,096 shares 27,096 $1.34M 0.02% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422,383 shares; 2024Q4: 410,791 shares; 2025Q1: 379,688 shares; 2025Q2: 368,135 shares; 2025Q3: 354,850 shares; 2025Q4: 357,408 shares; 2026Q1: 49,947 shares; 2026Q2: 73,898 shares 73,898 $1.34M 0.02% +23,951 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: 49,416 shares; 2024Q4: 52,028 shares; 2025Q1: 52,981 shares; 2025Q2: 51,534 shares; 2025Q3: 40,414 shares; 2025Q4: 41,125 shares; 2026Q1: 41,025 shares; 2026Q2: 69,208 shares 69,208 $1.32M 0.02% +28,183 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,576 shares; 2024Q4: 4,013 shares; 2025Q1: 4,474 shares; 2025Q2: 5,080 shares; 2025Q3: 4,960 shares; 2025Q4: 4,761 shares; 2026Q1: 4,721 shares; 2026Q2: 6,453 shares 6,453 $1.32M 0.02% +1,732 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: 13,986 shares; 2024Q4: 12,018 shares; 2025Q1: 17,173 shares; 2025Q2: 17,156 shares; 2025Q3: 16,806 shares; 2025Q4: 13,423 shares; 2026Q1: 12,813 shares; 2026Q2: 13,652 shares 13,652 $1.32M 0.02% +839 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,807 shares; 2024Q4: 3,458 shares; 2025Q1: 3,457 shares; 2025Q2: 3,443 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,864 shares 3,864 $1.31M 0.02% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,130 shares; 2025Q2: 7,708 shares; 2025Q3: 4,617 shares; 2025Q4: 3,658 shares; 2026Q1: 15,894 shares; 2026Q2: 15,918 shares 15,918 $1.31M 0.02% +24 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,954 shares; 2025Q4: 30,022 shares; 2026Q1: 30,371 shares; 2026Q2: 27,470 shares 27,470 $1.3M 0.02% -2,901 Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,170 shares 13,170 $1.3M 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,097 shares; 2026Q1: 6,147 shares; 2026Q2: 26,554 shares 26,554 $1.3M 0.02% +20,407 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: 12,097 shares; 2024Q4: 13,985 shares; 2025Q1: 14,989 shares; 2025Q2: 14,989 shares; 2025Q3: 15,560 shares; 2025Q4: 15,523 shares; 2026Q1: 15,940 shares; 2026Q2: 24,271 shares 24,271 $1.3M 0.02% +8,331 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: 21,298 shares; 2024Q4: 19,703 shares; 2025Q1: 17,611 shares; 2025Q2: 13,175 shares; 2025Q3: 9,954 shares; 2025Q4: 15,925 shares; 2026Q1: 16,446 shares; 2026Q2: 24,323 shares 24,323 $1.29M 0.02% +7,877 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: 6,850 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,500 shares; 2025Q4: 40,196 shares; 2026Q1: 32,386 shares; 2026Q2: 13,657 shares 13,657 $1.29M 0.02% -18,729 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: 8,542 shares; 2024Q4: 7,874 shares; 2025Q1: 8,060 shares; 2025Q2: 7,834 shares; 2025Q3: 7,902 shares; 2025Q4: 8,025 shares; 2026Q1: 8,465 shares; 2026Q2: 17,509 shares 17,509 $1.28M 0.02% +9,044 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,795 shares; 2026Q2: 15,525 shares 15,525 $1.28M 0.02% +12,730 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: 6,525 shares; 2024Q4: 6,247 shares; 2025Q1: 6,862 shares; 2025Q2: 6,670 shares; 2025Q3: 7,660 shares; 2025Q4: 5,426 shares; 2026Q1: 6,042 shares; 2026Q2: 13,820 shares 13,820 $1.28M 0.02% +7,778 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,120 shares; 2026Q2: 51,522 shares 51,522 $1.27M 0.02% +21,402 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: 5,334 shares; 2024Q4: 5,417 shares; 2025Q1: 13,501 shares; 2025Q2: 13,626 shares; 2025Q3: 13,118 shares; 2025Q4: 12,572 shares; 2026Q1: 11,889 shares; 2026Q2: 14,996 shares 14,996 $1.27M 0.02% +3,107 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,299 shares; 2024Q4: 5,779 shares; 2025Q1: 6,038 shares; 2025Q2: 6,123 shares; 2025Q3: 5,865 shares; 2025Q4: 5,702 shares; 2026Q1: 5,459 shares; 2026Q2: 9,035 shares 9,035 $1.27M 0.02% +3,576 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,564 shares; 2025Q4: 30,634 shares; 2026Q1: 30,425 shares; 2026Q2: 33,580 shares 33,580 $1.25M 0.02% +3,155 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,584 shares; 2024Q4: 6,587 shares; 2025Q1: 6,587 shares; 2025Q2: 6,588 shares; 2025Q3: 6,586 shares; 2025Q4: 6,587 shares; 2026Q1: 6,593 shares; 2026Q2: 5,618 shares 5,618 $1.25M 0.02% -975 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: 17,013 shares; 2024Q4: 17,258 shares; 2025Q1: 33,333 shares; 2025Q2: 22,758 shares; 2025Q3: 17,820 shares; 2025Q4: 17,674 shares; 2026Q1: 14,285 shares; 2026Q2: 12,526 shares 12,526 $1.24M 0.02% -1,759 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: 3,143 shares; 2024Q4: 3,072 shares; 2025Q1: 3,384 shares; 2025Q2: 3,400 shares; 2025Q3: 3,442 shares; 2025Q4: 3,463 shares; 2026Q1: 8,050 shares; 2026Q2: 45,030 shares 45,030 $1.23M 0.02% +36,980 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,674 shares; 2024Q4: 88,474 shares; 2025Q1: 91,067 shares; 2025Q2: 95,496 shares; 2025Q3: 95,770 shares; 2025Q4: 92,519 shares; 2026Q1: 91,762 shares; 2026Q2: 92,902 shares 92,902 $1.23M 0.02% +1,140 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,671 shares; 2024Q4: 5,705 shares; 2025Q1: 5,882 shares; 2025Q2: 5,903 shares; 2025Q3: 11,338 shares; 2025Q4: 11,184 shares; 2026Q1: 10,351 shares; 2026Q2: 10,023 shares 10,023 $1.23M 0.02% -328 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864 shares; 2024Q4: 856 shares; 2025Q1: 3,570 shares; 2025Q2: 3,590 shares; 2025Q3: 3,278 shares; 2025Q4: 2,854 shares; 2026Q1: 2,515 shares; 2026Q2: 2,954 shares 2,954 $1.23M 0.02% +439 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,719 shares 9,719 $1.22M 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,922 shares; 2026Q2: 6,410 shares 6,410 $1.22M 0.02% +3,488 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,246 shares; 2024Q4: 4,662 shares; 2025Q1: 4,140 shares; 2025Q2: 4,174 shares; 2025Q3: 4,167 shares; 2025Q4: 4,157 shares; 2026Q1: 4,163 shares; 2026Q2: 5,110 shares 5,110 $1.21M 0.02% +947 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,010 shares; 2026Q2: 13,054 shares 13,054 $1.21M 0.02% +44 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: 4,825 shares; 2024Q4: 4,383 shares; 2025Q1: 5,526 shares; 2025Q2: 5,474 shares; 2025Q3: 5,410 shares; 2025Q4: 5,327 shares; 2026Q1: 4,653 shares; 2026Q2: 7,611 shares 7,611 $1.21M 0.02% +2,958 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,498 shares; 2024Q4: 15,228 shares; 2025Q1: 15,778 shares; 2025Q2: 15,757 shares; 2025Q3: 15,248 shares; 2025Q4: 14,950 shares; 2026Q1: 13,826 shares; 2026Q2: 15,075 shares 15,075 $1.19M 0.01% +1,249 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951 shares; 2024Q4: 927 shares; 2025Q1: 926 shares; 2025Q2: 922 shares; 2025Q3: 926 shares; 2025Q4: 888 shares; 2026Q1: 883 shares; 2026Q2: 929 shares 929 $1.19M 0.01% +46 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: 5,540 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,554 shares; 2026Q1: 6,451 shares; 2026Q2: 18,815 shares 18,815 $1.18M 0.01% +12,364 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 51,344 shares 51,344 $1.18M 0.01% +41,344 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,228 shares; 2026Q1: 21,531 shares; 2026Q2: 29,805 shares 29,805 $1.18M 0.01% +8,274 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,920 shares; 2024Q4: 23,922 shares; 2025Q1: 23,922 shares; 2025Q2: 41,716 shares; 2025Q3: 41,709 shares; 2025Q4: 41,714 shares; 2026Q1: 41,732 shares; 2026Q2: 36,338 shares 36,338 $1.18M 0.01% -5,394 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: 8,799 shares; 2024Q4: 8,261 shares; 2025Q1: 8,204 shares; 2025Q2: 8,228 shares; 2025Q3: 7,936 shares; 2025Q4: 7,948 shares; 2026Q1: 7,840 shares; 2026Q2: 10,682 shares 10,682 $1.18M 0.01% +2,842 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,364 shares; 2024Q4: 5,090 shares; 2025Q1: 6,240 shares; 2025Q2: 6,262 shares; 2025Q3: 6,098 shares; 2025Q4: 5,443 shares; 2026Q1: 5,201 shares; 2026Q2: 15,245 shares 15,245 $1.18M 0.01% +10,044 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,865 shares; 2024Q4: 30,608 shares; 2025Q1: 31,250 shares; 2025Q2: 6,926 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,189 shares 22,189 $1.16M 0.01% new 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: 4,613 shares; 2024Q4: 4,399 shares; 2025Q1: 3,603 shares; 2025Q2: 2,909 shares; 2025Q3: 2,982 shares; 2025Q4: 2,920 shares; 2026Q1: 2,944 shares; 2026Q2: 4,456 shares 4,456 $1.16M 0.01% +1,512 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,803 shares; 2025Q4: 38,993 shares; 2026Q1: 31,182 shares; 2026Q2: 21,757 shares 21,757 $1.16M 0.01% -9,425 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,606 shares; 2024Q4: 14,523 shares; 2025Q1: 13,894 shares; 2025Q2: 14,143 shares; 2025Q3: 13,577 shares; 2025Q4: 13,566 shares; 2026Q1: 13,273 shares; 2026Q2: 14,290 shares 14,290 $1.15M 0.01% +1,017 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: 13,715 shares; 2024Q4: 7,744 shares; 2025Q1: 6,904 shares; 2025Q2: 6,905 shares; 2025Q3: 7,734 shares; 2025Q4: 5,898 shares; 2026Q1: 6,243 shares; 2026Q2: 5,237 shares 5,237 $1.14M 0.01% -1,006 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,796 shares 9,796 $1.14M 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,398 shares; 2025Q3: not reported; 2025Q4: 15,974 shares; 2026Q1: 24,011 shares; 2026Q2: 14,316 shares 14,316 $1.13M 0.01% -9,695 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,574 shares 18,574 $1.13M 0.01% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,652 shares; 2024Q4: 14,073 shares; 2025Q1: 14,004 shares; 2025Q2: 12,105 shares; 2025Q3: 12,105 shares; 2025Q4: 12,158 shares; 2026Q1: 12,382 shares; 2026Q2: 10,948 shares 10,948 $1.12M 0.01% -1,434 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,056 shares; 2024Q4: 1,904 shares; 2025Q1: 1,877 shares; 2025Q2: 2,786 shares; 2025Q3: 2,558 shares; 2025Q4: 2,606 shares; 2026Q1: 2,610 shares; 2026Q2: 2,867 shares 2,867 $1.12M 0.01% +257 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,984 shares 50,984 $1.12M 0.01% new 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: 2,075 shares; 2024Q4: 2,219 shares; 2025Q1: 2,421 shares; 2025Q2: 2,620 shares; 2025Q3: 2,625 shares; 2025Q4: 2,625 shares; 2026Q1: 2,693 shares; 2026Q2: 2,835 shares 2,835 $1.12M 0.01% +142 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,835 shares; 2024Q4: 25,494 shares; 2025Q1: 25,108 shares; 2025Q2: 27,004 shares; 2025Q3: 21,830 shares; 2025Q4: 20,760 shares; 2026Q1: 16,944 shares; 2026Q2: 23,285 shares 23,285 $1.12M 0.01% +6,341 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,380 shares; 2024Q4: 7,111 shares; 2025Q1: 7,127 shares; 2025Q2: 9,366 shares; 2025Q3: 9,772 shares; 2025Q4: 9,776 shares; 2026Q1: 10,146 shares; 2026Q2: 20,589 shares 20,589 $1.11M 0.01% +10,443 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,778 shares; 2024Q4: 8,198 shares; 2025Q1: 8,566 shares; 2025Q2: 8,577 shares; 2025Q3: 6,022 shares; 2025Q4: 6,055 shares; 2026Q1: 5,865 shares; 2026Q2: 8,284 shares 8,284 $1.1M 0.01% +2,419 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: 5,281 shares; 2024Q4: 2,294 shares; 2025Q1: 2,292 shares; 2025Q2: 2,230 shares; 2025Q3: 2,240 shares; 2025Q4: 2,165 shares; 2026Q1: 2,174 shares; 2026Q2: 4,023 shares 4,023 $1.09M 0.01% +1,849 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,583 shares; 2024Q4: 6,310 shares; 2025Q1: 6,462 shares; 2025Q2: 6,512 shares; 2025Q3: 6,436 shares; 2025Q4: 6,236 shares; 2026Q1: 5,641 shares; 2026Q2: 5,569 shares 5,569 $1.08M 0.01% -72 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,840 shares 15,840 $1.08M 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 851 shares; 2025Q3: 653 shares; 2025Q4: 980 shares; 2026Q1: 1,095 shares; 2026Q2: 1,396 shares 1,396 $1.06M 0.01% +301 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: 9,931 shares; 2024Q4: 10,061 shares; 2025Q1: 10,354 shares; 2025Q2: 10,367 shares; 2025Q3: 10,460 shares; 2025Q4: 10,466 shares; 2026Q1: 9,961 shares; 2026Q2: 13,805 shares 13,805 $1.06M 0.01% +3,844 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: 5,608 shares; 2024Q4: 5,401 shares; 2025Q1: 6,050 shares; 2025Q2: 6,044 shares; 2025Q3: 6,045 shares; 2025Q4: 6,073 shares; 2026Q1: 6,103 shares; 2026Q2: 8,976 shares 8,976 $1.05M 0.01% +2,873 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,073 shares 2,073 $1.05M 0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,532 shares; 2026Q1: 8,348 shares; 2026Q2: 13,474 shares 13,474 $1.05M 0.01% +5,126 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: 1,253 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,965 shares; 2025Q3: 2,815 shares; 2025Q4: 2,871 shares; 2026Q1: 2,871 shares; 2026Q2: 4,918 shares 4,918 $1.05M 0.01% +2,047 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: 2,467 shares; 2024Q4: 2,545 shares; 2025Q1: 2,549 shares; 2025Q2: 2,553 shares; 2025Q3: 2,558 shares; 2025Q4: 2,563 shares; 2026Q1: 2,687 shares; 2026Q2: 2,858 shares 2,858 $1.05M 0.01% +171 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,036 shares; 2024Q4: 3,515 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,193 shares; 2026Q1: 3,345 shares; 2026Q2: 11,156 shares 11,156 $1.04M 0.01% +7,811 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,859 shares 12,859 $1.04M 0.01% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,279 shares; 2026Q1: not reported; 2026Q2: 61,736 shares 61,736 $1.04M 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,607 shares 15,607 $1.03M 0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,702 shares; 2024Q4: 5,644 shares; 2025Q1: 5,767 shares; 2025Q2: 5,705 shares; 2025Q3: 5,785 shares; 2025Q4: 5,805 shares; 2026Q1: 5,627 shares; 2026Q2: 12,596 shares 12,596 $1.03M 0.01% +6,969 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,007 shares; 2024Q4: 8,007 shares; 2025Q1: 8,007 shares; 2025Q2: 8,007 shares; 2025Q3: 13,498 shares; 2025Q4: 13,498 shares; 2026Q1: 12,823 shares; 2026Q2: 11,660 shares 11,660 $1.03M 0.01% -1,163 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,352 shares; 2025Q1: not reported; 2025Q2: 1,349 shares; 2025Q3: 1,349 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,795 shares 3,795 $1.03M 0.01% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,623 shares; 2024Q4: 3,802 shares; 2025Q1: 3,545 shares; 2025Q2: 3,515 shares; 2025Q3: 3,282 shares; 2025Q4: 3,307 shares; 2026Q1: 2,864 shares; 2026Q2: 3,601 shares 3,601 $1.03M 0.01% +737 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: 1,630 shares; 2024Q4: 1,614 shares; 2025Q1: 1,609 shares; 2025Q2: 1,621 shares; 2025Q3: 1,593 shares; 2025Q4: 1,852 shares; 2026Q1: 1,486 shares; 2026Q2: 4,824 shares 4,824 $1.03M 0.01% +3,338 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,474 shares 24,474 $1.03M 0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,714 shares; 2024Q4: 6,313 shares; 2025Q1: 7,300 shares; 2025Q2: 8,340 shares; 2025Q3: 8,216 shares; 2025Q4: 8,071 shares; 2026Q1: 7,832 shares; 2026Q2: 13,743 shares 13,743 $1.02M 0.01% +5,911 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,042 shares 20,042 $1.02M 0.01% new 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: 20,486 shares; 2024Q4: 20,552 shares; 2025Q1: 20,403 shares; 2025Q2: 20,581 shares; 2025Q3: 20,600 shares; 2025Q4: 20,488 shares; 2026Q1: 20,534 shares; 2026Q2: 26,806 shares 26,806 $1.02M 0.01% +6,272 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461 shares; 2024Q4: 462 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 461 shares; 2026Q1: 460 shares; 2026Q2: 521 shares 521 $1.02M 0.01% +61 Timeline DFAR 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: 10,057 shares; 2024Q4: 10,071 shares; 2025Q1: not reported; 2025Q2: 12,101 shares; 2025Q3: 11,013 shares; 2025Q4: 28,987 shares; 2026Q1: 28,258 shares; 2026Q2: 38,556 shares 38,556 $1.01M 0.01% +10,298 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: 597 shares; 2024Q4: 594 shares; 2025Q1: 587 shares; 2025Q2: 587 shares; 2025Q3: 576 shares; 2025Q4: 375 shares; 2026Q1: 370 shares; 2026Q2: 1,031 shares 1,031 $1.01M 0.01% +661 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,885 shares; 2024Q4: 1,881 shares; 2025Q1: 1,938 shares; 2025Q2: 2,312 shares; 2025Q3: 2,321 shares; 2025Q4: 2,209 shares; 2026Q1: 2,081 shares; 2026Q2: 2,787 shares 2,787 $1M 0.01% +706 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,912 shares 12,912 $1M 0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,095 shares; 2024Q4: 9,162 shares; 2025Q1: 8,864 shares; 2025Q2: 9,162 shares; 2025Q3: 9,451 shares; 2025Q4: 9,072 shares; 2026Q1: 8,852 shares; 2026Q2: 10,521 shares 10,521 $1M 0.01% +1,669 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: 2,168 shares; 2024Q4: 4,488 shares; 2025Q1: 4,581 shares; 2025Q2: 4,581 shares; 2025Q3: 4,590 shares; 2025Q4: 4,581 shares; 2026Q1: 4,581 shares; 2026Q2: 3,939 shares 3,939 $994K 0.01% -642 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,675 shares; 2026Q1: 9,373 shares; 2026Q2: 16,419 shares 16,419 $987K 0.01% +7,046 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: 3,337 shares; 2024Q4: 3,285 shares; 2025Q1: 3,872 shares; 2025Q2: 3,820 shares; 2025Q3: 3,762 shares; 2025Q4: 3,145 shares; 2026Q1: 3,140 shares; 2026Q2: 6,741 shares 6,741 $985K 0.01% +3,601 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: 3,167 shares; 2024Q4: 3,166 shares; 2025Q1: 2,681 shares; 2025Q2: 40,197 shares; 2025Q3: 40,007 shares; 2025Q4: 10,561 shares; 2026Q1: 7,466 shares; 2026Q2: 10,648 shares 10,648 $981K 0.01% +3,182 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,919 shares; 2024Q4: 15,889 shares; 2025Q1: 15,686 shares; 2025Q2: 14,134 shares; 2025Q3: 6,729 shares; 2025Q4: 6,783 shares; 2026Q1: 5,904 shares; 2026Q2: 8,771 shares 8,771 $980K 0.01% +2,867 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,460 shares 6,460 $975K 0.01% new Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,070 shares; 2025Q2: 20,094 shares; 2025Q3: 17,794 shares; 2025Q4: 13,647 shares; 2026Q1: 9,713 shares; 2026Q2: 11,301 shares 11,301 $974K 0.01% +1,588 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,119 shares; 2024Q4: 2,605 shares; 2025Q1: 2,748 shares; 2025Q2: 2,633 shares; 2025Q3: 2,570 shares; 2025Q4: 2,526 shares; 2026Q1: 2,634 shares; 2026Q2: 4,211 shares 4,211 $969K 0.01% +1,577 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,181 shares; 2025Q1: 19,514 shares; 2025Q2: 19,527 shares; 2025Q3: 21,234 shares; 2025Q4: 27,111 shares; 2026Q1: 32,825 shares; 2026Q2: 33,343 shares 33,343 $966K 0.01% +518 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: 18,529 shares; 2024Q4: 17,956 shares; 2025Q1: 18,862 shares; 2025Q2: 18,442 shares; 2025Q3: 17,092 shares; 2025Q4: 8,620 shares; 2026Q1: 7,519 shares; 2026Q2: 11,110 shares 11,110 $966K 0.01% +3,591 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,905 shares 27,905 $966K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,471 shares; 2025Q3: 3,471 shares; 2025Q4: 3,471 shares; 2026Q1: 3,471 shares; 2026Q2: 3,493 shares 3,493 $956K 0.01% +22 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,099 shares 16,099 $949K 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,509 shares; 2024Q4: 10,632 shares; 2025Q1: 10,318 shares; 2025Q2: 10,096 shares; 2025Q3: 10,142 shares; 2025Q4: 10,162 shares; 2026Q1: 9,938 shares; 2026Q2: 11,371 shares 11,371 $947K 0.01% +1,433 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,473 shares; 2026Q2: 50,699 shares 50,699 $942K 0.01% +22,226 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,072 shares; 2024Q4: not reported; 2025Q1: 4,142 shares; 2025Q2: 4,004 shares; 2025Q3: 3,605 shares; 2025Q4: 2,910 shares; 2026Q1: 2,489 shares; 2026Q2: 2,947 shares 2,947 $938K 0.01% +458 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,818 shares 1,818 $937K 0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,291 shares; 2024Q4: 35,836 shares; 2025Q1: 34,532 shares; 2025Q2: 41,044 shares; 2025Q3: 41,706 shares; 2025Q4: 40,503 shares; 2026Q1: 39,993 shares; 2026Q2: 47,053 shares 47,053 $936K 0.01% +7,060 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,323 shares; 2024Q4: 14,973 shares; 2025Q1: 14,274 shares; 2025Q2: 14,009 shares; 2025Q3: 13,765 shares; 2025Q4: 14,024 shares; 2026Q1: 13,578 shares; 2026Q2: 16,822 shares 16,822 $934K 0.01% +3,244 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: 1,475 shares; 2024Q4: 1,378 shares; 2025Q1: 1,374 shares; 2025Q2: 1,370 shares; 2025Q3: 1,357 shares; 2025Q4: 1,401 shares; 2026Q1: 1,416 shares; 2026Q2: 1,666 shares 1,666 $934K 0.01% +250 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,800 shares; 2024Q4: 9,866 shares; 2025Q1: 9,441 shares; 2025Q2: 9,548 shares; 2025Q3: 8,930 shares; 2025Q4: 8,447 shares; 2026Q1: 8,108 shares; 2026Q2: 8,702 shares 8,702 $931K 0.01% +594 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,525 shares; 2025Q4: 3,134 shares; 2026Q1: 2,964 shares; 2026Q2: 6,502 shares 6,502 $926K 0.01% +3,538 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,240 shares; 2026Q2: 4,834 shares 4,834 $923K 0.01% +3,594 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,277 shares; 2024Q4: 15,552 shares; 2025Q1: 16,015 shares; 2025Q2: 14,933 shares; 2025Q3: 13,047 shares; 2025Q4: 15,566 shares; 2026Q1: 13,502 shares; 2026Q2: 22,877 shares 22,877 $918K 0.01% +9,375 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,171 shares; 2024Q4: 1,146 shares; 2025Q1: 1,146 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,687 shares; 2026Q1: 1,517 shares; 2026Q2: 10,974 shares 10,974 $907K 0.01% +9,457 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: 2,741 shares; 2024Q4: 1,289 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 2,067 shares; 2025Q4: 1,292 shares; 2026Q1: 1,292 shares; 2026Q2: 2,956 shares 2,956 $906K 0.01% +1,664 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: 14,532 shares; 2024Q4: 14,629 shares; 2025Q1: 15,017 shares; 2025Q2: 14,576 shares; 2025Q3: 15,547 shares; 2025Q4: 15,275 shares; 2026Q1: 15,930 shares; 2026Q2: 25,659 shares 25,659 $893K 0.01% +9,729 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: 1,410 shares; 2024Q4: 1,407 shares; 2025Q1: 1,401 shares; 2025Q2: 1,398 shares; 2025Q3: 1,365 shares; 2025Q4: 1,329 shares; 2026Q1: 1,382 shares; 2026Q2: 1,945 shares 1,945 $892K 0.01% +563 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505 shares; 2024Q4: 1,177 shares; 2025Q1: 1,071 shares; 2025Q2: 981 shares; 2025Q3: 979 shares; 2025Q4: 982 shares; 2026Q1: 1,007 shares; 2026Q2: 1,959 shares 1,959 $887K 0.01% +952 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: 5,470 shares; 2024Q4: 5,451 shares; 2025Q1: 4,958 shares; 2025Q2: 4,360 shares; 2025Q3: 4,444 shares; 2025Q4: 4,518 shares; 2026Q1: 4,243 shares; 2026Q2: 11,330 shares 11,330 $886K 0.01% +7,087 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: 638 shares; 2024Q4: 900 shares; 2025Q1: 1,401 shares; 2025Q2: 1,154 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,235 shares; 2026Q2: 1,257 shares 1,257 $884K 0.01% +22 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,939 shares; 2026Q1: 2,028 shares; 2026Q2: 2,627 shares 2,627 $882K 0.01% +599 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: 10,456 shares; 2024Q4: 4,169 shares; 2025Q1: 4,179 shares; 2025Q2: 4,373 shares; 2025Q3: 4,396 shares; 2025Q4: 3,559 shares; 2026Q1: 3,551 shares; 2026Q2: 3,994 shares 3,994 $882K 0.01% +443 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,781 shares; 2025Q4: 10,385 shares; 2026Q1: 7,193 shares; 2026Q2: 12,518 shares 12,518 $870K 0.01% +5,325 Timeline