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; 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; 2026Q3: 5,765,647 shares 5,765,647 $520M 8.4% -1,770,630 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,355,319 shares 2,355,319 $509M 8.23% -756,194 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; 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; 2026Q3: 3,846,796 shares 3,846,796 $347M 5.61% -1,302,379 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; 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; 2026Q3: 1,105,834 shares 1,105,834 $315M 5.09% -372,959 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 930,737 shares 930,737 $310M 5.01% -281,214 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 518,376 shares 518,376 $266M 4.3% -126,229 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 967,633 shares 967,633 $221M 3.57% -665,454 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; 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; 2026Q3: 464,340 shares 464,340 $174M 2.81% -37,744 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,236,252 shares 1,236,252 $120M 1.94% -563,771 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 444,948 shares 444,948 $111M 1.79% -147,320 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; 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; 2026Q3: 1,711,617 shares 1,711,617 $95.6M 1.55% -473,758 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 584,580 shares 584,580 $79.5M 1.29% -121,380 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; 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; 2026Q3: 1,124,761 shares 1,124,761 $79.4M 1.28% -200,770 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 197,669 shares 197,669 $69.4M 1.12% -82,046 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 547,889 shares 547,889 $68.6M 1.11% -171,424 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 192,013 shares 192,013 $65.4M 1.06% -89,582 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 187,048 shares 187,048 $64.4M 1.04% -75,744 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 384,830 shares 384,830 $64M 1.03% -9,447 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 402,724 shares 402,724 $62.7M 1.01% -32,113 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; 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; 2026Q3: 115,249 shares 115,249 $58.9M 0.95% -7,793 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 567,437 shares 567,437 $53.4M 0.86% -156,377 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 204,636 shares 204,636 $50.7M 0.82% -60,916 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 132,325 shares 132,325 $47M 0.76% -27,646 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 445,462 shares 445,462 $45.9M 0.74% -46,649 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; 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; 2026Q3: 56,291 shares 56,291 $42.9M 0.69% -15,869 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; 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; 2026Q3: 939,348 shares 939,348 $41.8M 0.68% -33,914 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 801,187 shares 801,187 $40.4M 0.65% -1,067,177 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; 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; 2026Q3: 709,857 shares 709,857 $39M 0.63% -5,643 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; 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; 2026Q3: 796,650 shares 796,650 $38.7M 0.63% -79,826 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 221,521 shares 221,521 $36.9M 0.6% -10,711 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; 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; 2026Q3: 833,562 shares 833,562 $34.5M 0.56% -173,445 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 503,656 shares 503,656 $31M 0.5% -126,797 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 568,161 shares 568,161 $30.8M 0.5% -54,012 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; 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; 2026Q3: 368,485 shares 368,485 $30.6M 0.49% -54,481 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; 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; 2026Q3: 130,537 shares 130,537 $30.5M 0.49% -14,768 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 37,828 shares 37,828 $28M 0.45% -9,353 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; 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; 2026Q3: 521,744 shares 521,744 $25.5M 0.41% +14,873 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 21,945 shares 21,945 $25.4M 0.41% -3,680 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 32,473 shares 32,473 $24.9M 0.4% -6,676 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 59,501 shares 59,501 $24.8M 0.4% -3,594 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; 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; 2026Q3: 371,013 shares 371,013 $24.7M 0.4% -2,145 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; 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; 2026Q3: 617,968 shares 617,968 $24.3M 0.39% -158,318 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 32,778 shares 32,778 $23.8M 0.38% -24,125 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 86,925 shares 86,925 $23M 0.37% -9,891 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; 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; 2026Q3: 435,509 shares 435,509 $22.8M 0.37% -86,515 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 269,897 shares 269,897 $22.8M 0.37% -23,779 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; 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; 2026Q3: 24,684 shares 24,684 $22.5M 0.36% -7,862 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; 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; 2026Q3: 606,171 shares 606,171 $21.8M 0.35% -261,128 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; 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; 2026Q3: 65,797 shares 65,797 $21.8M 0.35% -44,727 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; 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; 2026Q3: 276,428 shares 276,428 $21.4M 0.35% -25,492 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 57,661 shares 57,661 $20.7M 0.34% -22,986 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; 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; 2026Q3: 345,627 shares 345,627 $20.5M 0.33% -34,046 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; 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; 2026Q3: 229,620 shares 229,620 $20.5M 0.33% -21,218 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,441 shares 24,441 $19.8M 0.32% -6,984 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 260,172 shares 260,172 $18.7M 0.3% -38,232 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 30,327 shares 30,327 $18.6M 0.3% -19,131 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; 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; 2026Q3: 349,144 shares 349,144 $17.6M 0.28% -21,924 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; 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; 2026Q3: 370,344 shares 370,344 $17.6M 0.28% -35,556 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 168,149 shares 168,149 $17.5M 0.28% -43,380 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; 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; 2026Q3: 619,305 shares 619,305 $17M 0.28% -120,469 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,096 shares 23,096 $16.2M 0.26% -19,559 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 94,714 shares 94,714 $15.4M 0.25% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 121,419 shares 121,419 $14.6M 0.24% -23,239 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; 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; 2026Q3: 217,728 shares 217,728 $14.3M 0.23% -12,452 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; 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; 2026Q3: 89,254 shares 89,254 $13.9M 0.22% -1,092 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 72,277 shares 72,277 $13.4M 0.22% -8,837 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; 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; 2026Q3: 32,647 shares 32,647 $13.3M 0.21% -5,923 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 50,136 shares 50,136 $13.3M 0.21% -16,916 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 403,350 shares 403,350 $13.1M 0.21% -155,839 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 49,541 shares 49,541 $13M 0.21% -19,511 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 12,150 shares 12,150 $12.9M 0.21% -9,737 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 18,807 shares 18,807 $12.6M 0.2% -1,845 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 60,539 shares 60,539 $12.4M 0.2% -29,304 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; 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; 2026Q3: 93,531 shares 93,531 $12.1M 0.2% -26,015 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 803 shares; 2025Q3: 924 shares; 2025Q4: 1,108 shares; 2026Q1: 1,288 shares; 2026Q2: 22,458 shares; 2026Q3: 19,398 shares 19,398 $11.8M 0.19% -3,060 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 35,748 shares 35,748 $11.7M 0.19% -53,545 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 82,940 shares 82,940 $11.4M 0.18% -28,011 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 99,208 shares 99,208 $11.3M 0.18% -25,228 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; 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; 2026Q3: 201,549 shares 201,549 $11.3M 0.18% -7,219 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,748 shares; 2026Q2: 115,941 shares; 2026Q3: 146,423 shares 146,423 $11.2M 0.18% +30,482 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; 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; 2026Q3: 206,262 shares 206,262 $10.9M 0.18% -39,503 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; 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; 2026Q3: 133,896 shares 133,896 $10.9M 0.18% -35,357 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137,060 shares; 2026Q2: 130,457 shares; 2026Q3: 148,625 shares 148,625 $10.8M 0.18% +18,168 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 84,827 shares 84,827 $10.7M 0.17% -30,259 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,273 shares 23,273 $10.6M 0.17% -6,582 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; 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; 2026Q3: 143,954 shares 143,954 $10.6M 0.17% -7,606 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 150,947 shares 150,947 $10.5M 0.17% -60,988 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; 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; 2026Q3: 71,949 shares 71,949 $10.5M 0.17% -11,673 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,729 shares 9,729 $10.3M 0.17% -4,431 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; 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; 2026Q3: 98,085 shares 98,085 $9.92M 0.16% -14,002 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; 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; 2026Q3: 245,372 shares 245,372 $9.74M 0.16% -54,563 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 22,706 shares 22,706 $9.57M 0.15% -2,730 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; 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; 2026Q3: 33,244 shares 33,244 $9.46M 0.15% -9,185 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; 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; 2026Q3: 244,181 shares 244,181 $9.18M 0.15% -1,875 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; 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; 2026Q3: 46,542 shares 46,542 $9.11M 0.15% -4,458 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 45,894 shares 45,894 $8.95M 0.14% -9,032 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 291,678 shares 291,678 $8.75M 0.14% -503,681 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 167,740 shares 167,740 $8.72M 0.14% -5,252 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; 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; 2026Q3: 31,001 shares 31,001 $8.68M 0.14% -9,274 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; 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; 2026Q3: 103,663 shares 103,663 $8.6M 0.14% -6,701 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 42,113 shares 42,113 $8.44M 0.14% +28,046 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 103,455 shares 103,455 $8.4M 0.14% -14,490 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 20,476 shares 20,476 $8.14M 0.13% -10,765 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,398 shares 14,398 $7.94M 0.13% +1,732 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 72,682 shares 72,682 $7.82M 0.13% -38,186 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; 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; 2026Q3: 142,696 shares 142,696 $7.77M 0.13% -43,866 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,766 shares; 2026Q2: 91,455 shares; 2026Q3: 87,415 shares 87,415 $7.74M 0.13% -4,040 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; 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; 2026Q3: 11,436 shares 11,436 $7.72M 0.12% -1,162 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; 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; 2026Q3: 85,355 shares 85,355 $7.65M 0.12% -8,468 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 67,908 shares 67,908 $7.59M 0.12% -5,183 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; 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; 2026Q3: 152,537 shares 152,537 $7.59M 0.12% -20,922 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; 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; 2026Q3: 201,291 shares 201,291 $7.45M 0.12% -6,392 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; 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; 2026Q3: 7,345 shares 7,345 $7.35M 0.12% -4,341 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; 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; 2026Q3: 50,511 shares 50,511 $7.34M 0.12% -21,770 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,746 shares; 2026Q1: 23,769 shares; 2026Q2: 186,267 shares; 2026Q3: 181,599 shares 181,599 $7.21M 0.12% -4,668 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; 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; 2026Q3: 65,671 shares 65,671 $7.14M 0.12% -19,716 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 58,730 shares; 2025Q2: 48,956 shares; 2025Q3: 46,845 shares; 2025Q4: 28,357 shares; 2026Q1: 26,646 shares; 2026Q2: 59,948 shares; 2026Q3: 53,422 shares 53,422 $6.84M 0.11% -6,526 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; 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; 2026Q3: 26,306 shares 26,306 $6.79M 0.11% -10,722 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,462 shares 15,462 $6.67M 0.11% -315 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 77,390 shares 77,390 $6.66M 0.11% -14,685 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89,977 shares; 2026Q3: 113,553 shares 113,553 $6.58M 0.11% +23,576 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; 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; 2026Q3: 44,766 shares 44,766 $6.56M 0.11% -4,906 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 35,152 shares 35,152 $6.53M 0.11% -11,807 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; 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; 2026Q3: 80,927 shares 80,927 $6.48M 0.1% -21,943 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; 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; 2026Q3: 111,252 shares 111,252 $6.25M 0.1% +17,989 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; 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; 2026Q3: 17,259 shares 17,259 $6.07M 0.1% -634 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; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 17 shares; 2026Q3: 8 shares 8 $5.98M 0.1% -9 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; 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; 2026Q3: 125,491 shares 125,491 $5.94M 0.1% -9,632 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 59,160 shares 59,160 $5.62M 0.09% -2,995 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 53,881 shares 53,881 $5.6M 0.09% -16,299 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; 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; 2026Q3: 167,116 shares 167,116 $5.45M 0.09% -59,383 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 70,267 shares 70,267 $5.31M 0.09% -37 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; 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; 2026Q3: 14,843 shares 14,843 $5.28M 0.09% +4,389 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; 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; 2026Q3: 88,657 shares 88,657 $5.28M 0.09% +30,538 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 22,684 shares 22,684 $5.24M 0.08% -3,263 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 93,928 shares; 2026Q3: 80,204 shares 80,204 $5.23M 0.08% -13,724 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,059 shares 16,059 $5.22M 0.08% -6,016 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; 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; 2026Q3: 5,549 shares 5,549 $5.12M 0.08% -1,806 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 53,949 shares 53,949 $5.09M 0.08% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,814 shares; 2026Q3: 82,230 shares 82,230 $5.04M 0.08% +3,416 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 35,402 shares 35,402 $5.04M 0.08% -11,883 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; 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; 2026Q3: 11,009 shares 11,009 $4.98M 0.08% -2,115 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; 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; 2026Q3: 121,891 shares 121,891 $4.89M 0.08% +17,356 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 38,389 shares 38,389 $4.86M 0.08% -17,504 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; 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; 2026Q3: 12,742 shares 12,742 $4.85M 0.08% -5,409 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 127,114 shares; 2026Q3: 114,086 shares 114,086 $4.84M 0.08% -13,028 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; 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; 2026Q3: 14,778 shares 14,778 $4.78M 0.08% -3,212 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,282 shares 5,282 $4.76M 0.08% -4,671 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; 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; 2026Q3: 21,560 shares 21,560 $4.74M 0.08% -9,531 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; 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; 2026Q3: 13,010 shares 13,010 $4.74M 0.08% -6,308 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; 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; 2026Q3: 440,278 shares 440,278 $4.68M 0.08% -56,016 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; 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; 2026Q3: 98,656 shares 98,656 $4.66M 0.08% -10,459 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; 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; 2026Q3: 66,224 shares 66,224 $4.65M 0.08% -33,552 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; 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; 2026Q3: 103,877 shares 103,877 $4.61M 0.07% -16,925 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; 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; 2026Q3: 146,107 shares 146,107 $4.6M 0.07% -61,107 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; 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; 2026Q3: 96,967 shares 96,967 $4.59M 0.07% +70,324 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; 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; 2026Q3: 24,347 shares 24,347 $4.55M 0.07% -17,992 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 15,571 shares 15,571 $4.44M 0.07% -3,464 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; 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; 2026Q3: 13,631 shares 13,631 $4.44M 0.07% -89 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,724 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; 2026Q3: 17,360 shares 17,360 $4.41M 0.07% -2,302 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,952 shares 13,952 $4.36M 0.07% -12,452 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; 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; 2026Q3: 40,818 shares 40,818 $4.34M 0.07% -2,081 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; 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; 2026Q3: 165,358 shares 165,358 $4.34M 0.07% +19,308 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 45,173 shares 45,173 $4.29M 0.07% -3,613 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 170,617 shares; 2026Q3: 167,617 shares 167,617 $4.29M 0.07% -3,000 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; 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; 2026Q3: 171,534 shares 171,534 $4.28M 0.07% +19,446 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 46,144 shares 46,144 $4.28M 0.07% -3,223 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; 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; 2026Q3: 11,588 shares 11,588 $4.25M 0.07% -7,358 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; 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; 2026Q3: 49,010 shares 49,010 $4.16M 0.07% -69,113 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; 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; 2026Q3: 142,005 shares 142,005 $4.16M 0.07% -392,496 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,288 shares 2,288 $4.14M 0.07% -612 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; 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; 2026Q3: 8,958 shares 8,958 $4.07M 0.07% -5,642 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,601 shares 14,601 $4.06M 0.07% -2,455 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; 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; 2026Q3: 17,483 shares 17,483 $4.04M 0.07% -3,988 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 26,533 shares 26,533 $4.03M 0.07% -2,006 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 54,416 shares 54,416 $4.01M 0.06% -2,738 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; 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; 2026Q3: 29,286 shares 29,286 $3.97M 0.06% -19,260 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; 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; 2026Q3: 11,868 shares 11,868 $3.94M 0.06% -4,061 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; 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; 2026Q3: 21,254 shares 21,254 $3.92M 0.06% -2,667 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,556 shares 18,556 $3.91M 0.06% -1,155 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; 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; 2026Q3: 22,328 shares 22,328 $3.85M 0.06% -5,954 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; 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; 2026Q3: 18,777 shares 18,777 $3.82M 0.06% -5,257 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; 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; 2026Q3: 30,618 shares 30,618 $3.77M 0.06% -3,330 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; 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; 2026Q3: 10,530 shares 10,530 $3.75M 0.06% -1,601 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; 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; 2026Q3: 58,254 shares 58,254 $3.72M 0.06% -67,068 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; 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; 2026Q3: 7,048 shares 7,048 $3.68M 0.06% -1,122 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; 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; 2026Q3: 8,533 shares 8,533 $3.67M 0.06% -2,526 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; 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; 2026Q3: 100,561 shares 100,561 $3.67M 0.06% -23,411 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 36,282 shares 36,282 $3.59M 0.06% -12,567 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 41,539 shares 41,539 $3.5M 0.06% +16,523 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; 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; 2026Q3: 40,384 shares 40,384 $3.49M 0.06% -1,507 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; 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; 2026Q3: 81,242 shares 81,242 $3.46M 0.06% -10,322 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; 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; 2026Q3: 12,577 shares 12,577 $3.42M 0.06% -6,265 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; 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; 2026Q3: 134,659 shares 134,659 $3.42M 0.06% +19,563 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,300 shares 15,300 $3.4M 0.05% -5,148 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; 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; 2026Q3: 63,449 shares 63,449 $3.39M 0.05% -14,831 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,893 shares 10,893 $3.31M 0.05% -3,845 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; 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; 2026Q3: 3,464 shares 3,464 $3.29M 0.05% -3,526 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,350 shares; 2026Q3: 35,065 shares 35,065 $3.26M 0.05% -4,285 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; 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; 2026Q3: 6,668 shares 6,668 $3.22M 0.05% -381 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; 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; 2026Q3: 69,948 shares 69,948 $3.19M 0.05% -3,789 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,672 shares; 2026Q3: 21,049 shares 21,049 $3.18M 0.05% +9,377 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; 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; 2026Q3: 9,263 shares 9,263 $3.13M 0.05% -368 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; 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; 2026Q3: 43,049 shares 43,049 $3.13M 0.05% -2,661 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; 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; 2026Q3: 41,690 shares 41,690 $3.12M 0.05% +5,330 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; 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; 2026Q3: 72,439 shares 72,439 $3.08M 0.05% -7,698 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; 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; 2026Q3: 18,029 shares 18,029 $2.95M 0.05% -8,692 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,802 shares; 2026Q1: 1,871 shares; 2026Q2: 2,407 shares; 2026Q3: 1,694 shares 1,694 $2.95M 0.05% -713 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 15,994 shares 15,994 $2.94M 0.05% -5,310 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,256 shares 10,256 $2.92M 0.05% -2,823 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,860 shares 29,860 $2.9M 0.05% -4,882 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; 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; 2026Q3: 87,067 shares 87,067 $2.9M 0.05% -15,421 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; 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; 2026Q3: 13,012 shares 13,012 $2.88M 0.05% -4,253 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 52,253 shares 52,253 $2.83M 0.05% -21,222 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; 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; 2026Q3: 16,405 shares 16,405 $2.82M 0.05% -4,333 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; 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; 2026Q3: 26,771 shares 26,771 $2.81M 0.05% -6,160 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; 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; 2026Q3: 60,861 shares 60,861 $2.79M 0.05% -15,407 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; 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; 2026Q3: 5,386 shares 5,386 $2.74M 0.04% -3,510 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,307 shares 5,307 $2.74M 0.04% -1,058 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; 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; 2026Q3: 43,385 shares 43,385 $2.74M 0.04% -3,091 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 84,015 shares 84,015 $2.71M 0.04% -35,849 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; 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; 2026Q3: 40,114 shares 40,114 $2.7M 0.04% +8,512 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 20,618 shares 20,618 $2.7M 0.04% -698 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,385 shares 10,385 $2.65M 0.04% -4,757 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; 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; 2026Q3: 24,300 shares 24,300 $2.65M 0.04% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,823 shares 16,823 $2.61M 0.04% -2,113 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,418 shares 7,418 $2.58M 0.04% -3,922 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,218 shares 19,218 $2.58M 0.04% -6,975 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 37,047 shares 37,047 $2.47M 0.04% -4,877 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; 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; 2026Q3: 4,847 shares 4,847 $2.46M 0.04% -969 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,372 shares; 2026Q1: 25,386 shares; 2026Q2: 79,869 shares; 2026Q3: 51,975 shares 51,975 $2.45M 0.04% -27,894 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,617 shares 10,617 $2.44M 0.04% -6,854 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,066 shares 17,066 $2.43M 0.04% -2,624 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; 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; 2026Q3: 35,609 shares 35,609 $2.4M 0.04% -14,910 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,495 shares 15,495 $2.38M 0.04% -1,581 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; 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; 2026Q3: 5,984 shares 5,984 $2.33M 0.04% -1,556 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,031 shares; 2026Q1: 17,699 shares; 2026Q2: 20,024 shares; 2026Q3: 20,085 shares 20,085 $2.33M 0.04% +61 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,739 shares 5,739 $2.3M 0.04% -1,860 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,094 shares 24,094 $2.29M 0.04% -6,597 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 30,121 shares 30,121 $2.28M 0.04% -14,806 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; 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; 2026Q3: 5,735 shares 5,735 $2.28M 0.04% -776 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 22,505 shares 22,505 $2.28M 0.04% -30,792 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; 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; 2026Q3: 6,911 shares 6,911 $2.18M 0.04% -1,920 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; 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; 2026Q3: 11,835 shares 11,835 $2.12M 0.03% -1,136 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,474 shares; 2026Q2: 108,570 shares; 2026Q3: 92,468 shares 92,468 $2.12M 0.03% -16,102 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 27,120 shares 27,120 $2.11M 0.03% -51,991 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 22,409 shares 22,409 $2.11M 0.03% -12,314 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; 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; 2026Q3: 48,520 shares 48,520 $2.1M 0.03% +7,957 Timeline DCOR DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,292 shares 25,292 $2.09M 0.03% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,141 shares 9,141 $2.09M 0.03% -4,683 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,020 shares 14,020 $2.08M 0.03% -9,132 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,664 shares; 2026Q3: 9,761 shares 9,761 $2.06M 0.03% -2,903 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,406 shares 2,406 $2.05M 0.03% -563 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 71,304 shares 71,304 $2.03M 0.03% -11,154 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,712 shares; 2026Q3: 3,821 shares 3,821 $2.02M 0.03% +109 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; 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; 2026Q3: 22,127 shares 22,127 $2.02M 0.03% -4,136 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; 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; 2026Q3: 12,314 shares 12,314 $2.01M 0.03% -3,721 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; 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; 2026Q3: 3,717 shares 3,717 $2M 0.03% -1,792 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,210 shares 5,210 $1.97M 0.03% -66 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; 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; 2026Q3: 25,052 shares 25,052 $1.96M 0.03% -11,401 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; 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; 2026Q3: 31,207 shares 31,207 $1.95M 0.03% -28,212 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,043 shares 10,043 $1.92M 0.03% -7,239 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,330 shares; 2026Q2: 108,360 shares; 2026Q3: 97,760 shares 97,760 $1.91M 0.03% -10,600 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; 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; 2026Q3: 18,036 shares 18,036 $1.91M 0.03% -4,031 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; 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; 2026Q3: 5,750 shares 5,750 $1.9M 0.03% -6,306 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,078 shares 10,078 $1.9M 0.03% -7,215 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,871 shares 3,871 $1.84M 0.03% -2,976 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,456 shares 9,456 $1.8M 0.03% -567 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; 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; 2026Q3: 9,713 shares 9,713 $1.79M 0.03% -1,041 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; 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; 2026Q3: 57,151 shares 57,151 $1.79M 0.03% -5,802 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; 2024Q4: 219 shares; 2025Q1: 477 shares; 2025Q2: 471 shares; 2025Q3: 498 shares; 2025Q4: 457 shares; 2026Q1: 443 shares; 2026Q2: 12,383 shares; 2026Q3: 10,839 shares 10,839 $1.77M 0.03% -1,544 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; 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; 2026Q3: 8,617 shares 8,617 $1.76M 0.03% -2,836 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,978 shares 13,978 $1.75M 0.03% -5,334 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; 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; 2026Q3: 12,081 shares 12,081 $1.75M 0.03% -3,393 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,594 shares; 2026Q1: 18,925 shares; 2026Q2: 28,228 shares; 2026Q3: 37,138 shares 37,138 $1.73M 0.03% +8,910 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,511 shares 10,511 $1.73M 0.03% -1,499 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,669 shares 7,669 $1.7M 0.03% -577 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,786 shares; 2026Q2: 92,983 shares; 2026Q3: 84,471 shares 84,471 $1.7M 0.03% -8,512 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,855 shares 3,855 $1.69M 0.03% -639 Timeline DFSV DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 44,725 shares 44,725 $1.68M 0.03% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 35,699 shares 35,699 $1.66M 0.03% -10,014 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,710 shares; 2026Q3: 32,020 shares 32,020 $1.66M 0.03% -690 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 21,923 shares 21,923 $1.65M 0.03% -1,817 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; 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; 2026Q3: 4,166 shares 4,166 $1.64M 0.03% -2,078 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; 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; 2026Q3: 18,226 shares 18,226 $1.64M 0.03% -8,382 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; 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; 2026Q3: 45,069 shares 45,069 $1.63M 0.03% -235 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,170 shares; 2026Q3: 18,052 shares 18,052 $1.6M 0.03% +4,882 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 27,414 shares 27,414 $1.58M 0.03% -5,458 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; 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; 2026Q3: 19,262 shares 19,262 $1.58M 0.03% -1,074 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 44,165 shares 44,165 $1.58M 0.03% -6,954 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,046 shares 14,046 $1.57M 0.03% -4,697 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; 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; 2026Q3: 10,139 shares 10,139 $1.57M 0.03% -3,247 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; 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; 2026Q3: 10,519 shares 10,519 $1.57M 0.03% -6,360 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; 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; 2026Q3: 2,071 shares 2,071 $1.56M 0.03% -480 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,319 shares 11,319 $1.56M 0.03% -1,823 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,650 shares 11,650 $1.54M 0.02% -24,767 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,490 shares 13,490 $1.54M 0.02% -3,389 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,349 shares; 2026Q2: 91,470 shares; 2026Q3: 78,556 shares 78,556 $1.53M 0.02% -12,914 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; 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; 2026Q3: 4,894 shares 4,894 $1.51M 0.02% -1,246 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; 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; 2026Q3: 16,636 shares 16,636 $1.5M 0.02% 0 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; 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; 2026Q3: 4,033 shares 4,033 $1.5M 0.02% -578 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; 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; 2026Q3: 13,024 shares 13,024 $1.48M 0.02% -5,296 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,320 shares 5,320 $1.47M 0.02% -3,688 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; 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; 2026Q3: 25,297 shares 25,297 $1.46M 0.02% -10,355 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,252 shares 5,252 $1.44M 0.02% -701 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,623 shares; 2026Q3: 9,241 shares 9,241 $1.43M 0.02% -3,382 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,621 shares 7,621 $1.43M 0.02% -2,079 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; 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; 2026Q3: 9,028 shares 9,028 $1.43M 0.02% -3,995 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,336 shares 10,336 $1.42M 0.02% -2,538 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; 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; 2026Q3: 3,546 shares 3,546 $1.4M 0.02% -4,526 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 17,808 shares 17,808 $1.39M 0.02% -16,921 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 36,149 shares 36,149 $1.38M 0.02% -189 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; 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; 2026Q3: 10,539 shares 10,539 $1.37M 0.02% -3,974 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; 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; 2026Q3: 32,403 shares 32,403 $1.36M 0.02% -12,750 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; 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; 2026Q3: 1,088 shares 1,088 $1.35M 0.02% -255 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; 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; 2026Q3: 24,521 shares 24,521 $1.35M 0.02% -2,969 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; 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; 2026Q3: 55,217 shares 55,217 $1.35M 0.02% -23,099 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; 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; 2026Q3: 21,715 shares 21,715 $1.34M 0.02% -2,608 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,677 shares 13,677 $1.33M 0.02% -3,202 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; 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; 2026Q3: 15,608 shares 15,608 $1.33M 0.02% -5,224 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,228 shares; 2026Q1: 21,531 shares; 2026Q2: 29,805 shares; 2026Q3: 32,092 shares 32,092 $1.29M 0.02% +2,287 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,954 shares; 2025Q4: 30,022 shares; 2026Q1: 30,371 shares; 2026Q2: 27,470 shares; 2026Q3: 28,198 shares 28,198 $1.28M 0.02% +728 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; 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; 2026Q3: 7,459 shares 7,459 $1.27M 0.02% -4,066 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; 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; 2026Q3: 35,570 shares 35,570 $1.27M 0.02% -11,530 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,295 shares; 2026Q1: 1,272 shares; 2026Q2: 1,867 shares; 2026Q3: 1,296 shares 1,296 $1.26M 0.02% -571 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,097 shares; 2026Q1: 6,147 shares; 2026Q2: 26,554 shares; 2026Q3: 25,988 shares 25,988 $1.26M 0.02% -566 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,001 shares 6,001 $1.25M 0.02% +432 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,719 shares; 2026Q3: 9,255 shares 9,255 $1.25M 0.02% -464 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; 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; 2026Q3: 3,219 shares 3,219 $1.25M 0.02% -1,237 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; 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; 2026Q3: 15,947 shares 15,947 $1.25M 0.02% -2,311 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; 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; 2026Q3: 14,575 shares 14,575 $1.25M 0.02% +3,601 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 39,790 shares 39,790 $1.24M 0.02% -56,554 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; 2024Q4: 927 shares; 2025Q1: 926 shares; 2025Q2: 922 shares; 2025Q3: 926 shares; 2025Q4: 888 shares; 2026Q1: 883 shares; 2026Q2: 929 shares; 2026Q3: 809 shares 809 $1.22M 0.02% -120 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,615 shares 7,615 $1.22M 0.02% -2,477 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; 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; 2026Q3: 12,923 shares 12,923 $1.22M 0.02% -729 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,199 shares 13,199 $1.21M 0.02% -1,876 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,188 shares 4,188 $1.21M 0.02% -177 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,191 shares; 2025Q2: 6,194 shares; 2025Q3: 6,265 shares; 2025Q4: 6,517 shares; 2026Q1: 6,208 shares; 2026Q2: 5,723 shares; 2026Q3: 6,043 shares 6,043 $1.21M 0.02% +320 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,965 shares 4,965 $1.19M 0.02% -2,375 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,723 shares 13,723 $1.14M 0.02% -9,904 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,280 shares 7,280 $1.12M 0.02% -1,755 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; 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; 2026Q3: 6,607 shares 6,607 $1.12M 0.02% -4,471 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; 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; 2026Q3: 76,503 shares 76,503 $1.11M 0.02% -49,742 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; 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; 2026Q3: 42,640 shares 42,640 $1.1M 0.02% -16,379 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,049 shares 7,049 $1.1M 0.02% -3,628 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 39,272 shares 39,272 $1.1M 0.02% -5,758 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; 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; 2026Q3: 2,572 shares 2,572 $1.1M 0.02% -295 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,840 shares; 2026Q3: 15,840 shares 15,840 $1.1M 0.02% 0 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; 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; 2026Q3: 2,445 shares 2,445 $1.09M 0.02% -509 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; 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; 2026Q3: 15,661 shares 15,661 $1.08M 0.02% -790 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,064 shares; 2026Q2: 16,580 shares; 2026Q3: 21,990 shares 21,990 $1.08M 0.02% +5,410 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; 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; 2026Q3: 5,602 shares 5,602 $1.08M 0.02% -3,717 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,892 shares 3,892 $1.08M 0.02% -3,194 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; 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; 2026Q3: 11,660 shares 11,660 $1.06M 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,477 shares; 2026Q3: 45,370 shares 45,370 $1.06M 0.02% -17,107 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 23,988 shares 23,988 $1.06M 0.02% -14,712 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,830 shares; 2026Q2: 63,512 shares; 2026Q3: 46,246 shares 46,246 $1.05M 0.02% -17,266 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,803 shares; 2025Q4: 38,993 shares; 2026Q1: 31,182 shares; 2026Q2: 21,757 shares; 2026Q3: 20,024 shares 20,024 $1.05M 0.02% -1,733 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; 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; 2026Q3: 5,719 shares 5,719 $1.05M 0.02% -7,633 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,116 shares 13,116 $1.04M 0.02% -689 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; 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; 2026Q3: 8,730 shares 8,730 $1.04M 0.02% -5,869 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; 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; 2026Q3: 4,734 shares 4,734 $1.03M 0.02% -1,279 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,695 shares 2,695 $1.03M 0.02% -163 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,694 shares; 2025Q1: 4,352 shares; 2025Q2: 4,355 shares; 2025Q3: 4,404 shares; 2025Q4: 4,405 shares; 2026Q1: 4,528 shares; 2026Q2: 5,318 shares; 2026Q3: 4,840 shares 4,840 $1.02M 0.02% -478 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; 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; 2026Q3: 6,014 shares 6,014 $1.01M 0.02% -1,597 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 18,764 shares 18,764 $1.01M 0.02% -49,986 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,174 shares; 2026Q1: 7,141 shares; 2026Q2: 30,649 shares; 2026Q3: 24,755 shares 24,755 $1M 0.02% -5,894 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,551 shares 10,551 $998K 0.02% -1,975 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,797 shares 4,797 $995K 0.02% -440 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,727 shares 3,727 $987K 0.02% -212 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; 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; 2026Q3: 3,471 shares 3,471 $980K 0.02% -22 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,130 shares; 2025Q2: 7,708 shares; 2025Q3: 4,617 shares; 2025Q4: 3,658 shares; 2026Q1: 15,894 shares; 2026Q2: 15,918 shares; 2026Q3: 11,993 shares 11,993 $974K 0.02% -3,925 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,541 shares 12,541 $974K 0.02% -2,455 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 236 shares; 2025Q1: 259 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 568 shares; 2026Q1: 629 shares; 2026Q2: 819 shares; 2026Q3: 562 shares 562 $971K 0.02% -257 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,500 shares; 2025Q4: 40,196 shares; 2026Q1: 32,386 shares; 2026Q2: 13,657 shares; 2026Q3: 10,801 shares 10,801 $965K 0.02% -2,856 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; 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; 2026Q3: 18,766 shares 18,766 $953K 0.02% -90,022 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,637 shares 2,637 $941K 0.02% -198 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; 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; 2026Q3: 4,178 shares 4,178 $930K 0.02% -932 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; 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; 2026Q3: 3,498 shares 3,498 $916K 0.01% -496 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; 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; 2026Q3: 12,877 shares 12,877 $908K 0.01% -1,413 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,881 shares 6,881 $891K 0.01% -5,566 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,597 shares; 2025Q1: 4,620 shares; 2025Q2: 4,667 shares; 2025Q3: 4,363 shares; 2025Q4: 4,400 shares; 2026Q1: 4,204 shares; 2026Q2: 4,335 shares; 2026Q3: 4,314 shares 4,314 $874K 0.01% -21 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; 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; 2026Q3: 32,312 shares 32,312 $874K 0.01% -1,031 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,525 shares; 2025Q4: 3,134 shares; 2026Q1: 2,964 shares; 2026Q2: 6,502 shares; 2026Q3: 5,977 shares 5,977 $874K 0.01% -525 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; 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; 2026Q3: 9,227 shares 9,227 $862K 0.01% -4,601 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; 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; 2026Q3: 22,693 shares 22,693 $860K 0.01% -592 Timeline DFAR DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 35,315 shares 35,315 $853K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,958 shares; 2026Q1: 6,008 shares; 2026Q2: 50,110 shares; 2026Q3: 18,720 shares 18,720 $846K 0.01% -31,390 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; 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; 2026Q3: 2,783 shares 2,783 $835K 0.01% -818 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,774 shares 4,774 $835K 0.01% -844 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; 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; 2026Q3: 67,517 shares 67,517 $822K 0.01% -6,381 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; 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; 2026Q3: 2,111 shares 2,111 $821K 0.01% -1,266 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,386 shares; 2025Q1: 8,404 shares; 2025Q2: 28,708 shares; 2025Q3: 11,454 shares; 2025Q4: 10,740 shares; 2026Q1: 10,004 shares; 2026Q2: 10,006 shares; 2026Q3: 10,007 shares 10,007 $818K 0.01% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,264 shares; 2026Q3: 16,064 shares 16,064 $817K 0.01% -11,200 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; 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; 2026Q3: 2,235 shares 2,235 $815K 0.01% -1,422 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,473 shares; 2026Q2: 50,699 shares; 2026Q3: 44,751 shares 44,751 $814K 0.01% -5,948 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,623 shares 7,623 $813K 0.01% -3,059 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; 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; 2026Q3: 35,157 shares 35,157 $811K 0.01% -11,896 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,629 shares; 2025Q1: 11,396 shares; 2025Q2: 11,110 shares; 2025Q3: 10,958 shares; 2025Q4: 11,235 shares; 2026Q1: 11,161 shares; 2026Q2: 10,026 shares; 2026Q3: 9,183 shares 9,183 $810K 0.01% -843 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,240 shares; 2026Q2: 4,834 shares; 2026Q3: 4,280 shares 4,280 $810K 0.01% -554 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: 1,072 shares; 2026Q1: 1,199 shares; 2026Q2: 5,791 shares; 2026Q3: 1,253 shares 1,253 $805K 0.01% -4,538 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,440 shares 2,440 $802K 0.01% -2,307 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,177 shares 10,177 $793K 0.01% -7,968 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; 2024Q4: 462 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 461 shares; 2026Q1: 460 shares; 2026Q2: 521 shares; 2026Q3: 460 shares 460 $787K 0.01% -61 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; 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; 2026Q3: 3,367 shares 3,367 $786K 0.01% -3,396 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; 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; 2026Q3: 3,744 shares 3,744 $786K 0.01% -1,080 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,578 shares; 2026Q2: 36,332 shares; 2026Q3: 35,181 shares 35,181 $785K 0.01% -1,151 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,720 shares; 2026Q2: 18,096 shares; 2026Q3: 21,457 shares 21,457 $782K 0.01% +3,361 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; 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; 2026Q3: 1,190 shares 1,190 $781K 0.01% -67 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,562 shares; 2025Q1: 8,055 shares; 2025Q2: 8,468 shares; 2025Q3: 8,239 shares; 2025Q4: 8,240 shares; 2026Q1: 8,290 shares; 2026Q2: 15,391 shares; 2026Q3: 13,326 shares 13,326 $781K 0.01% -2,065 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,293 shares 4,293 $767K 0.01% -6,037 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,005 shares; 2026Q3: 2,005 shares 2,005 $766K 0.01% 0 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; 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; 2026Q3: 31,354 shares 31,354 $764K 0.01% -2,226 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,769 shares 2,769 $763K 0.01% -6,180 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 51,344 shares; 2026Q3: 33,851 shares 33,851 $754K 0.01% -17,493 Timeline BSMQ 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,098 shares; 2026Q3: 32,098 shares 32,098 $752K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,717 shares 1,717 $747K 0.01% -6,791 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,640 shares 4,640 $745K 0.01% -10,515 Timeline PCY 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; 2024Q4: 47,816 shares; 2025Q1: 46,484 shares; 2025Q2: 40,924 shares; 2025Q3: 40,133 shares; 2025Q4: 39,457 shares; 2026Q1: 38,349 shares; 2026Q2: 39,849 shares; 2026Q3: 37,359 shares 37,359 $743K 0.01% -2,490 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,670 shares; 2025Q1: 1,669 shares; 2025Q2: 1,420 shares; 2025Q3: 1,417 shares; 2025Q4: 1,424 shares; 2026Q1: 1,428 shares; 2026Q2: 1,577 shares; 2026Q3: 1,413 shares 1,413 $738K 0.01% -164 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,292 shares; 2025Q1: 9,224 shares; 2025Q2: 9,316 shares; 2025Q3: 14,593 shares; 2025Q4: 13,420 shares; 2026Q1: 7,990 shares; 2026Q2: 8,858 shares; 2026Q3: 8,636 shares 8,636 $738K 0.01% -222 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; 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; 2026Q3: 8,648 shares 8,648 $734K 0.01% -2,723 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; 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; 2026Q3: 5,982 shares 5,982 $732K 0.01% -2,302 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,093 shares; 2026Q3: 4,822 shares 4,822 $731K 0.01% -3,271 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,942 shares; 2025Q1: 4,942 shares; 2025Q2: 4,942 shares; 2025Q3: 5,154 shares; 2025Q4: 5,141 shares; 2026Q1: 4,929 shares; 2026Q2: 5,129 shares; 2026Q3: 4,929 shares 4,929 $731K 0.01% -200 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; 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; 2026Q3: 1,482 shares 1,482 $730K 0.01% -463 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; 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; 2026Q3: 21,940 shares 21,940 $728K 0.01% -4,866 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,943 shares; 2025Q3: 8,981 shares; 2025Q4: 8,379 shares; 2026Q1: 7,915 shares; 2026Q2: 8,707 shares; 2026Q3: 8,031 shares 8,031 $726K 0.01% -676 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,010 shares; 2026Q2: 13,054 shares; 2026Q3: 6,602 shares 6,602 $722K 0.01% -6,452 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,338 shares 1,338 $721K 0.01% -328 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; 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; 2026Q3: 2,715 shares 2,715 $717K 0.01% -3,427 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,963 shares; 2025Q1: 16,499 shares; 2025Q2: 15,845 shares; 2025Q3: 15,505 shares; 2025Q4: 13,732 shares; 2026Q1: 13,684 shares; 2026Q2: 14,099 shares; 2026Q3: 12,540 shares 12,540 $716K 0.01% -1,559 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; 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; 2026Q3: 10,452 shares 10,452 $716K 0.01% -10,338 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,796 shares; 2026Q3: 6,917 shares 6,917 $716K 0.01% -2,879 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; 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; 2026Q3: 12,988 shares 12,988 $713K 0.01% -3,834 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; 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; 2026Q3: 7,126 shares 7,126 $708K 0.01% -3,395 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,912 shares; 2026Q3: 9,127 shares 9,127 $706K 0.01% -3,785 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,474 shares; 2026Q3: 16,224 shares 16,224 $703K 0.01% -8,250 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,456 shares 2,456 $695K 0.01% -491 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,939 shares; 2026Q1: 2,028 shares; 2026Q2: 2,627 shares; 2026Q3: 1,987 shares 1,987 $693K 0.01% -640 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; 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; 2026Q3: 2,128 shares 2,128 $682K 0.01% -659 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,984 shares; 2026Q3: 32,535 shares 32,535 $680K 0.01% -18,449 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; 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; 2026Q3: 12,382 shares 12,382 $679K 0.01% -5,127 Timeline MSBT MORGAN STANLEY BITCOIN TR More: the full row for MORGAN STANLEY BITCOIN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,287 shares; 2026Q3: 28,287 shares 28,287 $677K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,675 shares; 2026Q1: 9,373 shares; 2026Q2: 16,419 shares; 2026Q3: 11,111 shares 11,111 $676K 0.01% -5,308 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 66,451 shares 66,451 $674K 0.01% -26,451 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,813 shares 16,813 $671K 0.01% -6,064 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,110 shares 6,110 $670K 0.01% -2,866 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,532 shares; 2026Q1: 8,348 shares; 2026Q2: 13,474 shares; 2026Q3: 7,823 shares 7,823 $669K 0.01% -5,651 Timeline VGK 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; 2024Q4: 6,712 shares; 2025Q1: 6,712 shares; 2025Q2: 7,716 shares; 2025Q3: 7,716 shares; 2025Q4: 7,523 shares; 2026Q1: 6,961 shares; 2026Q2: 7,578 shares; 2026Q3: 7,700 shares 7,700 $668K 0.01% +122 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,729 shares; 2026Q3: 16,085 shares 16,085 $658K 0.01% +356 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,016 shares; 2025Q1: 12,040 shares; 2025Q2: 11,330 shares; 2025Q3: 11,339 shares; 2025Q4: 11,001 shares; 2026Q1: 10,210 shares; 2026Q2: 10,480 shares; 2026Q3: 8,392 shares 8,392 $657K 0.01% -2,088 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,235 shares; 2025Q1: 29,235 shares; 2025Q2: 29,235 shares; 2025Q3: 29,335 shares; 2025Q4: 29,338 shares; 2026Q1: 24,165 shares; 2026Q2: 24,062 shares; 2026Q3: 18,750 shares 18,750 $654K 0.01% -5,312 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,977 shares; 2025Q1: 2,473 shares; 2025Q2: 2,536 shares; 2025Q3: 2,801 shares; 2025Q4: 2,451 shares; 2026Q1: 2,396 shares; 2026Q2: 3,405 shares; 2026Q3: 3,341 shares 3,341 $653K 0.01% -64 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,959 shares; 2025Q1: 9,398 shares; 2025Q2: 9,029 shares; 2025Q3: 8,715 shares; 2025Q4: 8,221 shares; 2026Q1: 7,978 shares; 2026Q2: 7,907 shares; 2026Q3: 7,136 shares 7,136 $653K 0.01% -771 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,635 shares; 2025Q1: 3,636 shares; 2025Q2: 3,591 shares; 2025Q3: 3,668 shares; 2025Q4: 3,642 shares; 2026Q1: 3,596 shares; 2026Q2: 4,800 shares; 2026Q3: 3,129 shares 3,129 $652K 0.01% -1,671 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,029 shares; 2025Q1: 7,032 shares; 2025Q2: 7,036 shares; 2025Q3: 7,039 shares; 2025Q4: 7,042 shares; 2026Q1: 7,045 shares; 2026Q2: 7,289 shares; 2026Q3: 7,051 shares 7,051 $649K 0.01% -238 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; 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; 2026Q3: 3,105 shares 3,105 $646K 0.01% -1,813 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; 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; 2026Q3: 7,546 shares 7,546 $645K 0.01% -3,102 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,001 shares 6,001 $636K 0.01% -2,770 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,762 shares; 2025Q1: 3,770 shares; 2025Q2: 3,997 shares; 2025Q3: 4,008 shares; 2025Q4: 4,173 shares; 2026Q1: 3,574 shares; 2026Q2: 3,971 shares; 2026Q3: 3,775 shares 3,775 $630K 0.01% -196 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; 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; 2026Q3: 19,594 shares 19,594 $630K 0.01% -6,065 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; 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; 2026Q3: 2,330 shares 2,330 $629K 0.01% -1,881 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,568 shares; 2025Q1: 6,761 shares; 2025Q2: 6,758 shares; 2025Q3: 6,630 shares; 2025Q4: 7,164 shares; 2026Q1: 7,164 shares; 2026Q2: 8,614 shares; 2026Q3: 7,430 shares 7,430 $625K 0.01% -1,184 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,922 shares; 2026Q2: 6,410 shares; 2026Q3: 3,851 shares 3,851 $622K 0.01% -2,559 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,400 shares; 2025Q1: 3,278 shares; 2025Q2: 3,278 shares; 2025Q3: 3,131 shares; 2025Q4: 3,132 shares; 2026Q1: 3,132 shares; 2026Q2: 3,237 shares; 2026Q3: 3,133 shares 3,133 $619K 0.01% -104 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; 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; 2026Q3: 5,736 shares 5,736 $606K 0.01% -100,788 Timeline BSCU 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,669 shares; 2026Q2: 43,665 shares; 2026Q3: 37,546 shares 37,546 $606K 0.01% -6,119 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,316 shares 7,316 $606K 0.01% -1,386 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; 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; 2026Q3: 2,348 shares 2,348 $604K 0.01% -1,675 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,341 shares; 2026Q3: 3,335 shares 3,335 $602K 0.01% -6 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,321 shares; 2025Q1: 13,327 shares; 2025Q2: 12,907 shares; 2025Q3: 11,994 shares; 2025Q4: 11,922 shares; 2026Q1: 11,429 shares; 2026Q2: 15,094 shares; 2026Q3: 10,875 shares 10,875 $601K 0.01% -4,219 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,410 shares; 2025Q1: 6,895 shares; 2025Q2: 6,866 shares; 2025Q3: 6,351 shares; 2025Q4: 7,743 shares; 2026Q1: 6,999 shares; 2026Q2: 9,389 shares; 2026Q3: 6,514 shares 6,514 $591K 0.01% -2,875 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,838 shares; 2025Q1: 20,607 shares; 2025Q2: 20,664 shares; 2025Q3: 20,637 shares; 2025Q4: 20,670 shares; 2026Q1: 18,263 shares; 2026Q2: 19,494 shares; 2026Q3: 17,642 shares 17,642 $585K 0.01% -1,852 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,899 shares; 2026Q3: 9,687 shares 9,687 $585K 0.01% -9,212 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; 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; 2026Q3: 7,769 shares 7,769 $584K 0.01% -4,827 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,814 shares 5,814 $576K 0.01% -5,134 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,658 shares; 2025Q1: 9,305 shares; 2025Q2: 9,466 shares; 2025Q3: 9,981 shares; 2025Q4: 7,324 shares; 2026Q1: 7,685 shares; 2026Q2: 8,396 shares; 2026Q3: 6,110 shares 6,110 $575K 0.01% -2,286 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,121 shares; 2025Q1: 3,431 shares; 2025Q2: 3,219 shares; 2025Q3: 3,237 shares; 2025Q4: 3,178 shares; 2026Q1: 3,167 shares; 2026Q2: 3,744 shares; 2026Q3: 4,797 shares 4,797 $575K 0.01% +1,053 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; 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; 2026Q3: 3,866 shares 3,866 $575K 0.01% -2,875 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; 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; 2026Q3: 10,529 shares 10,529 $574K 0.01% -13,742 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; 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; 2026Q3: 5,818 shares 5,818 $569K 0.01% -8,002 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,560 shares; 2025Q1: 5,599 shares; 2025Q2: 5,223 shares; 2025Q3: 5,198 shares; 2025Q4: 4,998 shares; 2026Q1: 5,148 shares; 2026Q2: 5,652 shares; 2026Q3: 5,399 shares 5,399 $563K 0.01% -253 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,983 shares; 2025Q1: 3,050 shares; 2025Q2: 3,056 shares; 2025Q3: 2,943 shares; 2025Q4: 2,919 shares; 2026Q1: 2,894 shares; 2026Q2: 3,046 shares; 2026Q3: 2,522 shares 2,522 $561K 0.01% -524 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,027 shares; 2026Q2: 26,773 shares; 2026Q3: 25,555 shares 25,555 $560K 0.01% -1,218 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,789 shares; 2026Q1: 2,719 shares; 2026Q2: 4,868 shares; 2026Q3: 4,450 shares 4,450 $560K 0.01% -418 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,116 shares; 2025Q1: 4,568 shares; 2025Q2: 4,570 shares; 2025Q3: 4,577 shares; 2025Q4: 4,560 shares; 2026Q1: 4,558 shares; 2026Q2: 4,672 shares; 2026Q3: 3,659 shares 3,659 $559K 0.01% -1,013 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 2 shares; 2025Q4: 14,903 shares; 2026Q1: 6,067 shares; 2026Q2: 7,891 shares; 2026Q3: 6,800 shares 6,800 $559K 0.01% -1,091 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; 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; 2026Q3: 8,074 shares 8,074 $549K 0.01% -5,669 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,345 shares; 2026Q2: 5,853 shares; 2026Q3: 5,985 shares 5,985 $548K 0.01% +132 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,554 shares; 2026Q1: 6,451 shares; 2026Q2: 18,815 shares; 2026Q3: 7,811 shares 7,811 $547K 0.01% -11,004 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,913 shares; 2025Q1: 15,594 shares; 2025Q2: 17,225 shares; 2025Q3: 16,557 shares; 2025Q4: 16,549 shares; 2026Q1: 15,870 shares; 2026Q2: 15,828 shares; 2026Q3: 17,443 shares 17,443 $546K 0.01% +1,615 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,641 shares; 2025Q1: 2,641 shares; 2025Q2: 2,641 shares; 2025Q3: 2,641 shares; 2025Q4: 2,641 shares; 2026Q1: 2,641 shares; 2026Q2: 2,778 shares; 2026Q3: 2,641 shares 2,641 $545K 0.01% -137 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,395 shares; 2025Q1: 13,565 shares; 2025Q2: 14,617 shares; 2025Q3: 14,639 shares; 2025Q4: 13,805 shares; 2026Q1: 14,421 shares; 2026Q2: 14,092 shares; 2026Q3: 13,196 shares 13,196 $541K 0.01% -896 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,353 shares; 2026Q3: 3,456 shares 3,456 $541K 0.01% +103 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 3,002 shares; 2025Q4: 3,002 shares; 2026Q1: 3,002 shares; 2026Q2: 3,364 shares; 2026Q3: 3,485 shares 3,485 $539K 0.01% +121 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,944 shares; 2025Q1: 8,829 shares; 2025Q2: 8,809 shares; 2025Q3: 8,809 shares; 2025Q4: 8,773 shares; 2026Q1: 8,773 shares; 2026Q2: 9,793 shares; 2026Q3: 8,293 shares 8,293 $536K 0.01% -1,500 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,873 shares; 2025Q1: 12,583 shares; 2025Q2: 11,874 shares; 2025Q3: 11,854 shares; 2025Q4: 11,419 shares; 2026Q1: 11,143 shares; 2026Q2: 13,650 shares; 2026Q3: 11,083 shares 11,083 $533K 0.01% -2,567 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 532 shares; 2025Q1: 786 shares; 2025Q2: 751 shares; 2025Q3: 670 shares; 2025Q4: 589 shares; 2026Q1: 547 shares; 2026Q2: 1,357 shares; 2026Q3: 703 shares 703 $533K 0.01% -654 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,049 shares; 2025Q1: 16,848 shares; 2025Q2: 15,764 shares; 2025Q3: 20,333 shares; 2025Q4: 21,008 shares; 2026Q1: 19,344 shares; 2026Q2: 21,684 shares; 2026Q3: 20,542 shares 20,542 $530K 0.01% -1,142 Timeline