VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,493 shares; 2024Q4: 61,207 shares; 2025Q1: 62,646 shares; 2025Q2: 63,871 shares; 2025Q3: 78,987 shares; 2025Q4: 81,172 shares; 2026Q1: 81,582 shares; 2026Q2: 81,566 shares 81,566 $56M 6.88% -16 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,412 shares; 2024Q4: 69,806 shares; 2025Q1: 75,166 shares; 2025Q2: 81,415 shares; 2025Q3: 89,958 shares; 2025Q4: 98,009 shares; 2026Q1: 104,357 shares; 2026Q2: 650,199 shares 650,199 $56M 6.87% +545,842 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,938 shares; 2024Q4: 109,235 shares; 2025Q1: 124,465 shares; 2025Q2: 138,125 shares; 2025Q3: 161,714 shares; 2025Q4: 185,957 shares; 2026Q1: 196,004 shares; 2026Q2: 215,062 shares 215,062 $46.9M 5.75% +19,058 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,578 shares; 2024Q4: 68,789 shares; 2025Q1: 75,120 shares; 2025Q2: 82,570 shares; 2025Q3: 98,182 shares; 2025Q4: 109,070 shares; 2026Q1: 116,327 shares; 2026Q2: 499,187 shares 499,187 $40.2M 4.94% +382,860 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,560 shares; 2024Q4: 130,441 shares; 2025Q1: 128,441 shares; 2025Q2: 118,287 shares; 2025Q3: 114,243 shares; 2025Q4: 121,876 shares; 2026Q1: 122,000 shares; 2026Q2: 126,528 shares 126,528 $36.6M 4.49% +4,528 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,692 shares; 2024Q4: 81,463 shares; 2025Q1: 86,500 shares; 2025Q2: 87,893 shares; 2025Q3: 88,268 shares; 2025Q4: 96,743 shares; 2026Q1: 92,468 shares; 2026Q2: 98,763 shares 98,763 $19.8M 2.43% +6,295 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,967 shares; 2024Q4: 36,278 shares; 2025Q1: 36,437 shares; 2025Q2: 36,514 shares; 2025Q3: 37,368 shares; 2025Q4: 42,334 shares; 2026Q1: 43,050 shares; 2026Q2: 45,783 shares 45,783 $17.1M 2.1% +2,733 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,571 shares; 2024Q4: 29,522 shares; 2025Q1: 32,668 shares; 2025Q2: 38,108 shares; 2025Q3: 47,318 shares; 2025Q4: 52,700 shares; 2026Q1: 51,535 shares; 2026Q2: 52,877 shares 52,877 $16M 1.97% +1,342 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,868 shares; 2024Q4: 29,536 shares; 2025Q1: 30,472 shares; 2025Q2: 30,217 shares; 2025Q3: 30,016 shares; 2025Q4: 40,678 shares; 2026Q1: 40,615 shares; 2026Q2: 44,253 shares 44,253 $15.8M 1.94% +3,638 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,192 shares; 2024Q4: 57,681 shares; 2025Q1: 63,139 shares; 2025Q2: 87,257 shares; 2025Q3: 110,567 shares; 2025Q4: 156,124 shares; 2026Q1: 163,398 shares; 2026Q2: 182,901 shares 182,901 $14M 1.72% +19,503 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,823 shares; 2024Q4: 67,176 shares; 2025Q1: 90,682 shares; 2025Q2: 110,479 shares; 2025Q3: 130,975 shares; 2025Q4: 153,194 shares; 2026Q1: 174,305 shares; 2026Q2: 203,998 shares 203,998 $12.7M 1.56% +29,693 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,097 shares; 2024Q4: 21,998 shares; 2025Q1: 22,249 shares; 2025Q2: 22,685 shares; 2025Q3: 22,391 shares; 2025Q4: 23,183 shares; 2026Q1: 23,285 shares; 2026Q2: 23,403 shares 23,403 $11.7M 1.44% +118 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,566 shares; 2024Q4: 33,329 shares; 2025Q1: 34,586 shares; 2025Q2: 34,879 shares; 2025Q3: 34,528 shares; 2025Q4: 41,394 shares; 2026Q1: 43,194 shares; 2026Q2: 47,922 shares 47,922 $11.4M 1.4% +4,728 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,269 shares; 2024Q4: 9,477 shares; 2025Q1: 9,478 shares; 2025Q2: 9,779 shares; 2025Q3: 9,788 shares; 2025Q4: 10,593 shares; 2026Q1: 10,377 shares; 2026Q2: 10,625 shares 10,625 $11.3M 1.39% +248 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,516 shares; 2024Q4: 27,742 shares; 2025Q1: 28,703 shares; 2025Q2: 29,651 shares; 2025Q3: 26,750 shares; 2025Q4: 27,678 shares; 2026Q1: 27,675 shares; 2026Q2: 28,719 shares 28,719 $10.8M 1.33% +1,044 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,402 shares; 2024Q4: 104,170 shares; 2025Q1: 106,232 shares; 2025Q2: 110,850 shares; 2025Q3: 125,624 shares; 2025Q4: 135,734 shares; 2026Q1: 144,115 shares; 2026Q2: 145,138 shares 145,138 $10.3M 1.27% +1,023 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,101 shares; 2024Q4: 31,703 shares; 2025Q1: 31,625 shares; 2025Q2: 31,688 shares; 2025Q3: 31,754 shares; 2025Q4: 31,231 shares; 2026Q1: 30,725 shares; 2026Q2: 30,629 shares 30,629 $10M 1.23% -96 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,225 shares; 2024Q4: 153,660 shares; 2025Q1: 155,059 shares; 2025Q2: 155,981 shares; 2025Q3: 156,210 shares; 2025Q4: 151,347 shares; 2026Q1: 151,159 shares; 2026Q2: 147,101 shares 147,101 $9.15M 1.12% -4,058 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,410 shares; 2024Q4: 14,219 shares; 2025Q1: 14,776 shares; 2025Q2: 14,876 shares; 2025Q3: 14,797 shares; 2025Q4: 13,757 shares; 2026Q1: 12,877 shares; 2026Q2: 12,527 shares 12,527 $9.06M 1.11% -350 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,399 shares; 2024Q4: 5,208 shares; 2025Q1: 5,174 shares; 2025Q2: 5,314 shares; 2025Q3: 5,234 shares; 2025Q4: 6,224 shares; 2026Q1: 6,224 shares; 2026Q2: 7,466 shares 7,466 $8.95M 1.1% +1,242 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,101 shares; 2024Q4: 26,799 shares; 2025Q1: 27,022 shares; 2025Q2: 27,465 shares; 2025Q3: 28,101 shares; 2025Q4: 28,029 shares; 2026Q1: 27,868 shares; 2026Q2: 28,718 shares 28,718 $7.29M 0.9% +850 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,136 shares; 2024Q4: 39,802 shares; 2025Q1: 41,435 shares; 2025Q2: 45,100 shares; 2025Q3: 58,771 shares; 2025Q4: 70,424 shares; 2026Q1: 75,169 shares; 2026Q2: 82,598 shares 82,598 $7.06M 0.87% +7,429 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,459 shares; 2024Q4: 67,682 shares; 2025Q1: 67,731 shares; 2025Q2: 68,186 shares; 2025Q3: 67,745 shares; 2025Q4: 67,369 shares; 2026Q1: 67,387 shares; 2026Q2: 72,692 shares 72,692 $6.96M 0.85% +5,305 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,305 shares; 2024Q4: 14,571 shares; 2025Q1: 14,872 shares; 2025Q2: 15,438 shares; 2025Q3: 15,806 shares; 2025Q4: 16,953 shares; 2026Q1: 17,526 shares; 2026Q2: 18,421 shares 18,421 $6.82M 0.84% +895 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,040 shares; 2024Q4: 78,915 shares; 2025Q1: 78,915 shares; 2025Q2: 78,915 shares; 2025Q3: 78,878 shares; 2025Q4: 78,063 shares; 2026Q1: 78,063 shares; 2026Q2: 78,083 shares 78,083 $6.77M 0.83% +20 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,639 shares; 2024Q4: 50,877 shares; 2025Q1: 53,071 shares; 2025Q2: 53,204 shares; 2025Q3: 54,198 shares; 2025Q4: 52,263 shares; 2026Q1: 50,964 shares; 2026Q2: 50,559 shares 50,559 $5.73M 0.7% -405 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,509 shares; 2024Q4: 36,186 shares; 2025Q1: 37,540 shares; 2025Q2: 37,841 shares; 2025Q3: 35,783 shares; 2025Q4: 39,889 shares; 2026Q1: 40,100 shares; 2026Q2: 41,703 shares 41,703 $5.7M 0.7% +1,603 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,254 shares; 2024Q4: 14,552 shares; 2025Q1: 14,566 shares; 2025Q2: 14,769 shares; 2025Q3: 14,476 shares; 2025Q4: 14,884 shares; 2026Q1: 14,821 shares; 2026Q2: 15,947 shares 15,947 $5.62M 0.69% +1,126 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,959 shares; 2024Q4: 12,544 shares; 2025Q1: 12,623 shares; 2025Q2: 12,586 shares; 2025Q3: 12,514 shares; 2025Q4: 12,539 shares; 2026Q1: 12,539 shares; 2026Q2: 12,649 shares 12,649 $5.32M 0.65% +110 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,821 shares; 2024Q4: 25,891 shares; 2025Q1: 27,490 shares; 2025Q2: 26,920 shares; 2025Q3: 27,358 shares; 2025Q4: 25,598 shares; 2026Q1: 22,098 shares; 2026Q2: 20,618 shares 20,618 $5.27M 0.65% -1,480 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,986 shares; 2024Q4: 15,353 shares; 2025Q1: 15,483 shares; 2025Q2: 14,840 shares; 2025Q3: 15,167 shares; 2025Q4: 17,366 shares; 2026Q1: 17,356 shares; 2026Q2: 20,243 shares 20,243 $5.09M 0.63% +2,887 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,851 shares; 2024Q4: 14,351 shares; 2025Q1: 14,174 shares; 2025Q2: 13,733 shares; 2025Q3: 14,465 shares; 2025Q4: 14,055 shares; 2026Q1: 14,055 shares; 2026Q2: 13,761 shares 13,761 $4.86M 0.6% -294 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,182 shares; 2024Q4: 1,551 shares; 2025Q1: 1,561 shares; 2025Q2: 1,611 shares; 2025Q3: 1,593 shares; 2025Q4: 1,593 shares; 2026Q1: 1,574 shares; 2026Q2: 15,605 shares 15,605 $4.71M 0.58% +14,031 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,771 shares; 2024Q4: 5,908 shares; 2025Q1: 5,899 shares; 2025Q2: 5,928 shares; 2025Q3: 6,069 shares; 2025Q4: 5,992 shares; 2026Q1: 6,204 shares; 2026Q2: 6,269 shares 6,269 $4.62M 0.57% +65 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,048 shares; 2024Q4: 21,275 shares; 2025Q1: 21,443 shares; 2025Q2: 22,248 shares; 2025Q3: 22,832 shares; 2025Q4: 23,664 shares; 2026Q1: 23,607 shares; 2026Q2: 26,181 shares 26,181 $4.34M 0.53% +2,574 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,719 shares; 2024Q4: 3,951 shares; 2025Q1: 4,558 shares; 2025Q2: 4,664 shares; 2025Q3: 5,310 shares; 2025Q4: 6,956 shares; 2026Q1: 6,919 shares; 2026Q2: 7,693 shares 7,693 $4.33M 0.53% +774 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,350 shares; 2024Q4: 5,340 shares; 2025Q1: 5,332 shares; 2025Q2: 5,323 shares; 2025Q3: 5,293 shares; 2025Q4: 5,375 shares; 2026Q1: 5,552 shares; 2026Q2: 5,611 shares 5,611 $4.19M 0.51% +59 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,466 shares; 2024Q4: 6,206 shares; 2025Q1: 6,176 shares; 2025Q2: 6,357 shares; 2025Q3: 7,846 shares; 2025Q4: 8,970 shares; 2026Q1: 9,521 shares; 2026Q2: 11,261 shares 11,261 $4.15M 0.51% +1,740 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,883 shares; 2024Q4: 8,400 shares; 2025Q1: 8,002 shares; 2025Q2: 8,006 shares; 2025Q3: 8,832 shares; 2025Q4: 12,535 shares; 2026Q1: 13,131 shares; 2026Q2: 14,462 shares 14,462 $4.07M 0.5% +1,331 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,299 shares; 2024Q4: 6,472 shares; 2025Q1: 6,472 shares; 2025Q2: 6,632 shares; 2025Q3: 6,632 shares; 2025Q4: 8,812 shares; 2026Q1: 8,872 shares; 2026Q2: 10,757 shares 10,757 $4.02M 0.49% +1,885 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,401 shares; 2026Q1: 31,026 shares; 2026Q2: 48,508 shares 48,508 $3.99M 0.49% +17,482 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,737 shares; 2024Q4: 22,787 shares; 2025Q1: 22,210 shares; 2025Q2: 22,224 shares; 2025Q3: 21,966 shares; 2025Q4: 23,707 shares; 2026Q1: 23,939 shares; 2026Q2: 26,421 shares 26,421 $3.87M 0.48% +2,482 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,070 shares; 2024Q4: 20,145 shares; 2025Q1: 37,011 shares; 2025Q2: 70,148 shares; 2025Q3: 78,851 shares; 2025Q4: 81,870 shares; 2026Q1: 74,293 shares; 2026Q2: 89,249 shares 89,249 $3.77M 0.46% +14,956 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.46% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,414 shares; 2024Q4: 3,060 shares; 2025Q1: 3,071 shares; 2025Q2: 3,146 shares; 2025Q3: 3,147 shares; 2025Q4: 3,567 shares; 2026Q1: 3,432 shares; 2026Q2: 3,888 shares 3,888 $3.64M 0.45% +456 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,585 shares; 2024Q4: 9,652 shares; 2025Q1: 9,692 shares; 2025Q2: 10,617 shares; 2025Q3: 10,502 shares; 2025Q4: 10,390 shares; 2026Q1: 10,550 shares; 2026Q2: 10,545 shares 10,545 $3.57M 0.44% -5 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,687 shares; 2024Q4: 53,175 shares; 2025Q1: 54,213 shares; 2025Q2: 55,538 shares; 2025Q3: 56,048 shares; 2025Q4: 56,907 shares; 2026Q1: 57,533 shares; 2026Q2: 62,172 shares 62,172 $3.54M 0.43% +4,639 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,320 shares; 2024Q4: 6,570 shares; 2025Q1: 6,570 shares; 2025Q2: 6,170 shares; 2025Q3: 6,170 shares; 2025Q4: 6,270 shares; 2026Q1: 6,345 shares; 2026Q2: 6,057 shares 6,057 $3.52M 0.43% -288 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,827 shares; 2024Q4: 56,683 shares; 2025Q1: 55,897 shares; 2025Q2: 56,892 shares; 2025Q3: 59,543 shares; 2025Q4: 61,885 shares; 2026Q1: 64,823 shares; 2026Q2: 66,426 shares 66,426 $3.36M 0.41% +1,603 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,287 shares; 2025Q4: 27,033 shares; 2026Q1: 32,272 shares; 2026Q2: 40,627 shares 40,627 $3.36M 0.41% +8,355 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,496 shares; 2024Q4: 27,666 shares; 2025Q1: 28,261 shares; 2025Q2: 27,838 shares; 2025Q3: 27,542 shares; 2025Q4: 27,545 shares; 2026Q1: 28,322 shares; 2026Q2: 28,325 shares 28,325 $3.33M 0.41% +3 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,241 shares; 2024Q4: 23,419 shares; 2025Q1: 23,218 shares; 2025Q2: 23,748 shares; 2025Q3: 22,784 shares; 2025Q4: 22,646 shares; 2026Q1: 23,390 shares; 2026Q2: 25,603 shares 25,603 $3.29M 0.4% +2,213 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,568 shares; 2024Q4: 52,594 shares; 2025Q1: 52,401 shares; 2025Q2: 53,077 shares; 2025Q3: 48,597 shares; 2025Q4: 85,942 shares; 2026Q1: 85,538 shares; 2026Q2: 86,258 shares 86,258 $3.17M 0.39% +720 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,474 shares; 2024Q4: 13,875 shares; 2025Q1: 13,889 shares; 2025Q2: 15,945 shares; 2025Q3: 15,673 shares; 2025Q4: 16,596 shares; 2026Q1: 16,697 shares; 2026Q2: 16,707 shares 16,707 $3.17M 0.39% +10 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,133 shares; 2024Q4: 49,684 shares; 2025Q1: 48,099 shares; 2025Q2: 49,472 shares; 2025Q3: 57,125 shares; 2025Q4: 66,258 shares; 2026Q1: 58,293 shares; 2026Q2: 49,506 shares 49,506 $2.96M 0.36% -8,787 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,600 shares; 2024Q4: 4,576 shares; 2025Q1: 4,552 shares; 2025Q2: 4,632 shares; 2025Q3: 4,538 shares; 2025Q4: 4,535 shares; 2026Q1: 4,506 shares; 2026Q2: 4,526 shares 4,526 $2.87M 0.35% +20 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,645 shares; 2024Q4: 37,488 shares; 2025Q1: 37,488 shares; 2025Q2: 37,488 shares; 2025Q3: 37,294 shares; 2025Q4: 37,294 shares; 2026Q1: 37,294 shares; 2026Q2: 37,294 shares 37,294 $2.83M 0.35% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,919 shares; 2024Q4: 8,606 shares; 2025Q1: 8,607 shares; 2025Q2: 8,857 shares; 2025Q3: 8,917 shares; 2025Q4: 17,013 shares; 2026Q1: 17,014 shares; 2026Q2: 19,929 shares 19,929 $2.79M 0.34% +2,915 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,889 shares; 2024Q4: 4,668 shares; 2025Q1: 4,669 shares; 2025Q2: 4,669 shares; 2025Q3: 4,692 shares; 2025Q4: 6,851 shares; 2026Q1: 6,893 shares; 2026Q2: 8,128 shares 8,128 $2.79M 0.34% +1,235 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,887 shares; 2024Q4: 24,770 shares; 2025Q1: 24,786 shares; 2025Q2: 26,458 shares; 2025Q3: 25,461 shares; 2025Q4: 25,464 shares; 2026Q1: 26,631 shares; 2026Q2: 33,711 shares 33,711 $2.74M 0.34% +7,080 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,653 shares; 2024Q4: 6,307 shares; 2025Q1: 6,373 shares; 2025Q2: 6,739 shares; 2025Q3: 6,737 shares; 2025Q4: 6,457 shares; 2026Q1: 6,457 shares; 2026Q2: 6,568 shares 6,568 $2.73M 0.34% +111 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,074 shares; 2024Q4: 8,189 shares; 2025Q1: 7,987 shares; 2025Q2: 7,989 shares; 2025Q3: 7,928 shares; 2025Q4: 7,928 shares; 2026Q1: 7,928 shares; 2026Q2: 9,028 shares 9,028 $2.69M 0.33% +1,100 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,414 shares; 2024Q4: 2,469 shares; 2025Q1: 4,580 shares; 2025Q2: 5,729 shares; 2025Q3: 5,783 shares; 2025Q4: 5,853 shares; 2026Q1: 5,713 shares; 2026Q2: 5,483 shares 5,483 $2.62M 0.32% -230 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,208 shares; 2024Q4: 7,612 shares; 2025Q1: 7,617 shares; 2025Q2: 7,621 shares; 2025Q3: 7,600 shares; 2025Q4: 7,604 shares; 2026Q1: 7,558 shares; 2026Q2: 7,866 shares 7,866 $2.6M 0.32% +308 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,294 shares; 2024Q4: 10,256 shares; 2025Q1: 10,105 shares; 2025Q2: 9,855 shares; 2025Q3: 9,978 shares; 2025Q4: 9,987 shares; 2026Q1: 10,196 shares; 2026Q2: 12,404 shares 12,404 $2.59M 0.32% +2,208 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,685 shares; 2024Q4: 14,557 shares; 2025Q1: 14,557 shares; 2025Q2: 14,328 shares; 2025Q3: 12,777 shares; 2025Q4: 13,504 shares; 2026Q1: 18,425 shares; 2026Q2: 32,478 shares 32,478 $2.58M 0.32% +14,053 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,335 shares; 2024Q4: 20,082 shares; 2025Q1: 20,395 shares; 2025Q2: 20,751 shares; 2025Q3: 20,864 shares; 2025Q4: 29,545 shares; 2026Q1: 29,684 shares; 2026Q2: 30,711 shares 30,711 $2.54M 0.31% +1,027 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,620 shares; 2024Q4: 2,710 shares; 2025Q1: 2,780 shares; 2025Q2: 2,839 shares; 2025Q3: 2,848 shares; 2025Q4: 3,993 shares; 2026Q1: 4,044 shares; 2026Q2: 4,848 shares 4,848 $2.52M 0.31% +804 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,637 shares; 2024Q4: 16,147 shares; 2025Q1: 16,047 shares; 2025Q2: 15,725 shares; 2025Q3: 15,519 shares; 2025Q4: 15,680 shares; 2026Q1: 15,652 shares; 2026Q2: 15,644 shares 15,644 $2.5M 0.31% -8 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,339 shares; 2024Q4: 6,941 shares; 2025Q1: 7,330 shares; 2025Q2: 8,038 shares; 2025Q3: 10,069 shares; 2025Q4: 10,573 shares; 2026Q1: 11,097 shares; 2026Q2: 12,634 shares 12,634 $2.5M 0.31% +1,537 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,277 shares; 2024Q4: 7,678 shares; 2025Q1: 7,678 shares; 2025Q2: 7,618 shares; 2025Q3: 7,593 shares; 2025Q4: 15,793 shares; 2026Q1: 16,093 shares; 2026Q2: 16,144 shares 16,144 $2.46M 0.3% +51 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,126 shares; 2024Q4: 5,497 shares; 2025Q1: 5,789 shares; 2025Q2: 6,239 shares; 2025Q3: 7,316 shares; 2025Q4: 6,998 shares; 2026Q1: 7,331 shares; 2026Q2: 8,015 shares 8,015 $2.46M 0.3% +684 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,651 shares; 2024Q4: 12,129 shares; 2025Q1: 12,662 shares; 2025Q2: 13,319 shares; 2025Q3: 12,675 shares; 2025Q4: 12,774 shares; 2026Q1: 12,767 shares; 2026Q2: 12,755 shares 12,755 $2.36M 0.29% -12 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,396 shares; 2025Q1: 13,110 shares; 2025Q2: 14,530 shares; 2025Q3: 12,217 shares; 2025Q4: 16,242 shares; 2026Q1: 16,418 shares; 2026Q2: 20,032 shares 20,032 $2.34M 0.29% +3,614 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,691 shares; 2024Q4: 50,691 shares; 2025Q1: 50,694 shares; 2025Q2: 50,698 shares; 2025Q3: 50,704 shares; 2025Q4: 50,708 shares; 2026Q1: 50,958 shares; 2026Q2: 51,160 shares 51,160 $2.31M 0.28% +202 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,820 shares; 2024Q4: 7,973 shares; 2025Q1: 7,973 shares; 2025Q2: 8,244 shares; 2025Q3: 8,048 shares; 2025Q4: 9,549 shares; 2026Q1: 9,469 shares; 2026Q2: 10,150 shares 10,150 $2.27M 0.28% +681 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,787 shares; 2024Q4: 16,409 shares; 2025Q1: 16,570 shares; 2025Q2: 16,516 shares; 2025Q3: 16,235 shares; 2025Q4: 16,240 shares; 2026Q1: 16,246 shares; 2026Q2: 17,668 shares 17,668 $2.24M 0.27% +1,422 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,126 shares; 2024Q4: 9,509 shares; 2025Q1: 10,527 shares; 2025Q2: 12,653 shares; 2025Q3: 19,837 shares; 2025Q4: 22,167 shares; 2026Q1: 23,841 shares; 2026Q2: 28,683 shares 28,683 $2.23M 0.27% +4,842 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,186 shares; 2024Q4: 23,091 shares; 2025Q1: 19,479 shares; 2025Q2: 22,916 shares; 2025Q3: 22,501 shares; 2025Q4: 28,590 shares; 2026Q1: 36,340 shares; 2026Q2: 29,824 shares 29,824 $2.19M 0.27% -6,516 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,466 shares; 2024Q4: 6,366 shares; 2025Q1: 6,366 shares; 2025Q2: 6,296 shares; 2025Q3: 6,288 shares; 2025Q4: 6,246 shares; 2026Q1: 6,246 shares; 2026Q2: 6,177 shares 6,177 $2.09M 0.26% -69 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,407 shares; 2026Q2: 51,230 shares 51,230 $2.06M 0.25% +23,823 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,937 shares; 2024Q4: 7,709 shares; 2025Q1: 7,891 shares; 2025Q2: 7,858 shares; 2025Q3: 7,729 shares; 2025Q4: 7,651 shares; 2026Q1: 7,722 shares; 2026Q2: 7,905 shares 7,905 $2.06M 0.25% +183 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,582 shares; 2024Q4: 23,662 shares; 2025Q1: 23,732 shares; 2025Q2: 25,377 shares; 2025Q3: 24,906 shares; 2025Q4: 25,348 shares; 2026Q1: 26,965 shares; 2026Q2: 27,626 shares 27,626 $1.99M 0.24% +661 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,944 shares; 2024Q4: 19,959 shares; 2025Q1: 20,294 shares; 2025Q2: 20,556 shares; 2025Q3: 20,172 shares; 2025Q4: 19,916 shares; 2026Q1: 19,827 shares; 2026Q2: 20,118 shares 20,118 $1.94M 0.24% +291 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,536 shares; 2024Q4: 59,736 shares; 2025Q1: 59,699 shares; 2025Q2: 64,196 shares; 2025Q3: 64,436 shares; 2025Q4: 60,542 shares; 2026Q1: 61,542 shares; 2026Q2: 61,822 shares 61,822 $1.87M 0.23% +280 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,085 shares; 2024Q4: 6,877 shares; 2025Q1: 6,878 shares; 2025Q2: 7,132 shares; 2025Q3: 6,700 shares; 2025Q4: 6,701 shares; 2026Q1: 6,738 shares; 2026Q2: 6,830 shares 6,830 $1.86M 0.23% +92 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,309 shares; 2024Q4: 59,606 shares; 2025Q1: 59,156 shares; 2025Q2: 59,190 shares; 2025Q3: 51,425 shares; 2025Q4: 92,354 shares; 2026Q1: 92,313 shares; 2026Q2: 94,401 shares 94,401 $1.8M 0.22% +2,088 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,609 shares; 2024Q4: 8,560 shares; 2025Q1: 8,720 shares; 2025Q2: 7,550 shares; 2025Q3: 9,564 shares; 2025Q4: 9,829 shares; 2026Q1: 9,855 shares; 2026Q2: 9,920 shares 9,920 $1.79M 0.22% +65 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,553 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,339 shares; 2026Q1: 1,339 shares; 2026Q2: 1,519 shares 1,519 $1.78M 0.22% +180 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 997 shares; 2024Q4: 748 shares; 2025Q1: 749 shares; 2025Q2: 749 shares; 2025Q3: 808 shares; 2025Q4: 1,304 shares; 2026Q1: 1,320 shares; 2026Q2: 1,713 shares 1,713 $1.73M 0.21% +393 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares; 2026Q2: 13,700 shares 13,700 $1.73M 0.21% +3,500 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,766 shares; 2024Q4: 11,286 shares; 2025Q1: 10,661 shares; 2025Q2: 11,103 shares; 2025Q3: 9,982 shares; 2025Q4: 10,791 shares; 2026Q1: 10,682 shares; 2026Q2: 12,702 shares 12,702 $1.72M 0.21% +2,020 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,301 shares; 2024Q4: 8,315 shares; 2025Q1: 8,262 shares; 2025Q2: 8,324 shares; 2025Q3: 8,342 shares; 2025Q4: 8,373 shares; 2026Q1: 8,599 shares; 2026Q2: 9,945 shares 9,945 $1.68M 0.21% +1,346 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,802 shares; 2024Q4: 33,126 shares; 2025Q1: 34,457 shares; 2025Q2: 42,316 shares; 2025Q3: 41,831 shares; 2025Q4: 38,439 shares; 2026Q1: 43,573 shares; 2026Q2: 69,337 shares 69,337 $1.67M 0.2% +25,764 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,761 shares; 2024Q4: 4,843 shares; 2025Q1: 4,890 shares; 2025Q2: 5,197 shares; 2025Q3: 5,190 shares; 2025Q4: 4,990 shares; 2026Q1: 4,873 shares; 2026Q2: 7,468 shares 7,468 $1.62M 0.2% +2,595 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,510 shares; 2024Q4: 1,489 shares; 2025Q1: 1,489 shares; 2025Q2: 1,489 shares; 2025Q3: 1,499 shares; 2025Q4: 2,586 shares; 2026Q1: 2,611 shares; 2026Q2: 3,736 shares 3,736 $1.59M 0.2% +1,125 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,665 shares; 2026Q2: 1,375 shares 1,375 $1.59M 0.19% -290 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,116 shares; 2024Q4: 15,116 shares; 2025Q1: 15,042 shares; 2025Q2: 14,238 shares; 2025Q3: 13,833 shares; 2025Q4: 13,668 shares; 2026Q1: 13,544 shares; 2026Q2: 13,494 shares 13,494 $1.58M 0.19% -50 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,534 shares; 2024Q4: 3,534 shares; 2025Q1: 3,534 shares; 2025Q2: 3,534 shares; 2025Q3: 3,542 shares; 2025Q4: 3,587 shares; 2026Q1: 4,223 shares; 2026Q2: 3,602 shares 3,602 $1.55M 0.19% -621 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,219 shares; 2024Q4: 30,256 shares; 2025Q1: 30,312 shares; 2025Q2: 32,762 shares; 2025Q3: 32,812 shares; 2025Q4: 32,333 shares; 2026Q1: 32,376 shares; 2026Q2: 31,886 shares 31,886 $1.52M 0.19% -490 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,827 shares; 2024Q4: 7,973 shares; 2025Q1: 8,103 shares; 2025Q2: 7,995 shares; 2025Q3: 7,998 shares; 2025Q4: 8,001 shares; 2026Q1: 8,003 shares; 2026Q2: 8,005 shares 8,005 $1.51M 0.18% +2 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,155 shares; 2024Q4: 8,966 shares; 2025Q1: 10,541 shares; 2025Q2: 11,054 shares; 2025Q3: 10,739 shares; 2025Q4: 10,574 shares; 2026Q1: 10,524 shares; 2026Q2: 10,192 shares 10,192 $1.49M 0.18% -332 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,500 shares; 2024Q4: 19,330 shares; 2025Q1: 19,904 shares; 2025Q2: 17,780 shares; 2025Q3: 17,213 shares; 2025Q4: 16,978 shares; 2026Q1: 17,072 shares; 2026Q2: 17,005 shares 17,005 $1.49M 0.18% -67 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,280 shares; 2025Q4: 3,110 shares; 2026Q1: 2,282 shares; 2026Q2: 4,352 shares 4,352 $1.48M 0.18% +2,070 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,934 shares; 2024Q4: 20,503 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,147 shares; 2025Q4: 11,156 shares; 2026Q1: 11,355 shares; 2026Q2: 10,553 shares 10,553 $1.47M 0.18% -802 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,870 shares; 2024Q4: 50,397 shares; 2025Q1: 50,327 shares; 2025Q2: 51,130 shares; 2025Q3: 47,718 shares; 2025Q4: 52,213 shares; 2026Q1: 52,349 shares; 2026Q2: 70,071 shares 70,071 $1.45M 0.18% +17,722 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,528 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,530 shares; 2025Q3: 3,992 shares; 2025Q4: 4,084 shares; 2026Q1: 4,085 shares; 2026Q2: 4,140 shares 4,140 $1.42M 0.17% +55 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,696 shares; 2024Q4: 1,696 shares; 2025Q1: 1,954 shares; 2025Q2: 2,673 shares; 2025Q3: 2,335 shares; 2025Q4: 2,335 shares; 2026Q1: 2,341 shares; 2026Q2: 2,791 shares 2,791 $1.42M 0.17% +450 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,462 shares; 2024Q4: 29,528 shares; 2025Q1: 30,006 shares; 2025Q2: 32,060 shares; 2025Q3: 30,505 shares; 2025Q4: 25,393 shares; 2026Q1: 25,543 shares; 2026Q2: 33,564 shares 33,564 $1.42M 0.17% +8,021 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,487 shares; 2024Q4: 4,809 shares; 2025Q1: 4,810 shares; 2025Q2: 4,811 shares; 2025Q3: 4,811 shares; 2025Q4: 4,837 shares; 2026Q1: 4,798 shares; 2026Q2: 4,751 shares 4,751 $1.4M 0.17% -47 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,354 shares; 2024Q4: 7,741 shares; 2025Q1: 8,221 shares; 2025Q2: 8,308 shares; 2025Q3: 11,549 shares; 2025Q4: 15,175 shares; 2026Q1: 13,767 shares; 2026Q2: 13,775 shares 13,775 $1.39M 0.17% +8 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,554 shares; 2024Q4: 1,572 shares; 2025Q1: 1,917 shares; 2025Q2: 1,917 shares; 2025Q3: 2,042 shares; 2025Q4: 19,320 shares; 2026Q1: 19,160 shares; 2026Q2: 19,354 shares 19,354 $1.38M 0.17% +194 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,259 shares; 2025Q3: 14,953 shares; 2025Q4: 22,546 shares; 2026Q1: 23,775 shares; 2026Q2: 30,316 shares 30,316 $1.38M 0.17% +6,541 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,613 shares; 2024Q4: 7,243 shares; 2025Q1: 7,243 shares; 2025Q2: 7,172 shares; 2025Q3: 7,066 shares; 2025Q4: 6,806 shares; 2026Q1: 6,579 shares; 2026Q2: 6,634 shares 6,634 $1.36M 0.17% +55 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,842 shares; 2024Q4: 8,843 shares; 2025Q1: 8,844 shares; 2025Q2: 8,795 shares; 2025Q3: 8,796 shares; 2025Q4: 18,147 shares; 2026Q1: 18,148 shares; 2026Q2: 18,213 shares 18,213 $1.36M 0.17% +65 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,715 shares; 2024Q4: 3,325 shares; 2025Q1: 3,365 shares; 2025Q2: 3,365 shares; 2025Q3: 3,135 shares; 2025Q4: 3,355 shares; 2026Q1: 3,336 shares; 2026Q2: 3,497 shares 3,497 $1.35M 0.17% +161 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,831 shares; 2024Q4: 3,962 shares; 2025Q1: 3,947 shares; 2025Q2: 3,986 shares; 2025Q3: 3,952 shares; 2025Q4: 3,938 shares; 2026Q1: 3,798 shares; 2026Q2: 3,771 shares 3,771 $1.34M 0.16% -27 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,169 shares; 2024Q4: 15,046 shares; 2025Q1: 15,083 shares; 2025Q2: 15,245 shares; 2025Q3: 14,889 shares; 2025Q4: 14,684 shares; 2026Q1: 14,304 shares; 2026Q2: 13,684 shares 13,684 $1.32M 0.16% -620 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,419 shares; 2024Q4: 2,595 shares; 2025Q1: 2,955 shares; 2025Q2: 2,955 shares; 2025Q3: 3,971 shares; 2025Q4: 5,131 shares; 2026Q1: 5,320 shares; 2026Q2: 5,272 shares 5,272 $1.25M 0.15% -48 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,706 shares; 2024Q4: 3,854 shares; 2025Q1: 3,856 shares; 2025Q2: 3,927 shares; 2025Q3: 3,744 shares; 2025Q4: 3,729 shares; 2026Q1: 3,649 shares; 2026Q2: 3,650 shares 3,650 $1.24M 0.15% +1 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,506 shares; 2024Q4: 19,606 shares; 2025Q1: 19,769 shares; 2025Q2: 20,362 shares; 2025Q3: 21,777 shares; 2025Q4: 23,463 shares; 2026Q1: 23,703 shares; 2026Q2: 24,638 shares 24,638 $1.23M 0.15% +935 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,559 shares; 2024Q4: 1,559 shares; 2025Q1: 1,565 shares; 2025Q2: 1,517 shares; 2025Q3: 1,567 shares; 2025Q4: 1,488 shares; 2026Q1: 1,470 shares; 2026Q2: 1,641 shares 1,641 $1.23M 0.15% +171 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,082 shares; 2024Q4: 11,338 shares; 2025Q1: 11,322 shares; 2025Q2: 11,725 shares; 2025Q3: 11,526 shares; 2025Q4: 23,050 shares; 2026Q1: 23,055 shares; 2026Q2: 22,981 shares 22,981 $1.22M 0.15% -74 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,079 shares; 2024Q4: 57,307 shares; 2025Q1: 51,412 shares; 2025Q2: 47,515 shares; 2025Q3: 44,024 shares; 2025Q4: 39,176 shares; 2026Q1: 30,677 shares; 2026Q2: 23,485 shares 23,485 $1.19M 0.15% -7,192 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares; 2026Q2: 3,250 shares 3,250 $1.19M 0.15% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,223 shares 5,223 $1.17M 0.14% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,460 shares; 2024Q4: 5,770 shares; 2025Q1: 5,817 shares; 2025Q2: 5,727 shares; 2025Q3: 5,280 shares; 2025Q4: 5,255 shares; 2026Q1: 5,302 shares; 2026Q2: 5,302 shares 5,302 $1.17M 0.14% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,627 shares; 2024Q4: 4,678 shares; 2025Q1: 3,637 shares; 2025Q2: 3,908 shares; 2025Q3: 3,932 shares; 2025Q4: 4,283 shares; 2026Q1: 4,299 shares; 2026Q2: 4,305 shares 4,305 $1.16M 0.14% +6 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,246 shares 5,246 $1.16M 0.14% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 791 shares; 2026Q1: 791 shares; 2026Q2: 1,171 shares 1,171 $1.13M 0.14% +380 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,370 shares; 2024Q4: 11,353 shares; 2025Q1: 14,401 shares; 2025Q2: 15,014 shares; 2025Q3: 15,459 shares; 2025Q4: 15,053 shares; 2026Q1: 15,053 shares; 2026Q2: 19,456 shares 19,456 $1.12M 0.14% +4,403 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,574 shares; 2025Q2: 1,574 shares; 2025Q3: 1,558 shares; 2025Q4: 1,550 shares; 2026Q1: 1,562 shares; 2026Q2: 1,550 shares 1,550 $1.12M 0.14% -12 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,525 shares; 2024Q4: 9,805 shares; 2025Q1: 10,085 shares; 2025Q2: 9,881 shares; 2025Q3: 9,892 shares; 2025Q4: 9,905 shares; 2026Q1: 9,915 shares; 2026Q2: 10,053 shares 10,053 $1.11M 0.14% +138 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,533 shares; 2024Q4: 9,533 shares; 2025Q1: 9,533 shares; 2025Q2: 9,138 shares; 2025Q3: 9,123 shares; 2025Q4: 9,093 shares; 2026Q1: 8,713 shares; 2026Q2: 8,716 shares 8,716 $1.1M 0.14% +3 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,482 shares; 2024Q4: 14,775 shares; 2025Q1: 15,697 shares; 2025Q2: 16,062 shares; 2025Q3: 15,344 shares; 2025Q4: 15,129 shares; 2026Q1: 15,197 shares; 2026Q2: 23,378 shares 23,378 $1.09M 0.13% +8,181 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: not reported; 2025Q2: 2,585 shares; 2025Q3: 2,384 shares; 2025Q4: 2,384 shares; 2026Q1: 2,384 shares; 2026Q2: 3,724 shares 3,724 $1.08M 0.13% +1,340 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,353 shares; 2026Q2: 25,797 shares 25,797 $1.06M 0.13% +19,444 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,052 shares; 2024Q4: 6,452 shares; 2025Q1: 6,579 shares; 2025Q2: 6,679 shares; 2025Q3: 6,497 shares; 2025Q4: 6,747 shares; 2026Q1: 6,747 shares; 2026Q2: 9,663 shares 9,663 $1.06M 0.13% +2,916 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,517 shares; 2024Q4: 5,855 shares; 2025Q1: 6,139 shares; 2025Q2: 6,276 shares; 2025Q3: 6,307 shares; 2025Q4: 6,063 shares; 2026Q1: 6,104 shares; 2026Q2: 6,186 shares 6,186 $1.04M 0.13% +82 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,087 shares; 2024Q4: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 3,309 shares; 2025Q3: 3,309 shares; 2025Q4: 3,309 shares; 2026Q1: 3,269 shares; 2026Q2: 3,269 shares 3,269 $1.03M 0.13% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,840 shares; 2025Q3: 4,242 shares; 2025Q4: 4,242 shares; 2026Q1: 4,242 shares; 2026Q2: 4,242 shares 4,242 $1.03M 0.13% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,124 shares; 2024Q4: 11,146 shares; 2025Q1: 11,173 shares; 2025Q2: 11,200 shares; 2025Q3: 11,228 shares; 2025Q4: 10,676 shares; 2026Q1: 10,702 shares; 2026Q2: 10,843 shares 10,843 $1.02M 0.12% +141 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 507 shares; 2025Q1: 512 shares; 2025Q2: 742 shares; 2025Q3: 737 shares; 2025Q4: 1,537 shares; 2026Q1: 1,537 shares; 2026Q2: 2,037 shares 2,037 $1.01M 0.12% +500 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,242 shares; 2024Q4: 8,368 shares; 2025Q1: 8,197 shares; 2025Q2: 10,483 shares; 2025Q3: 10,486 shares; 2025Q4: 10,451 shares; 2026Q1: 10,527 shares; 2026Q2: 10,770 shares 10,770 $987K 0.12% +243 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,934 shares; 2024Q4: 15,811 shares; 2025Q1: 15,812 shares; 2025Q2: 15,920 shares; 2025Q3: 16,610 shares; 2025Q4: 16,626 shares; 2026Q1: 16,766 shares; 2026Q2: 16,658 shares 16,658 $964K 0.12% -108 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,755 shares; 2024Q4: 2,283 shares; 2025Q1: 2,361 shares; 2025Q2: 2,470 shares; 2025Q3: 1,933 shares; 2025Q4: 1,932 shares; 2026Q1: 1,952 shares; 2026Q2: 2,634 shares 2,634 $954K 0.12% +682 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,322 shares; 2024Q4: 24,370 shares; 2025Q1: 24,370 shares; 2025Q2: 24,370 shares; 2025Q3: 17,797 shares; 2025Q4: 17,512 shares; 2026Q1: 17,498 shares; 2026Q2: 17,579 shares 17,579 $953K 0.12% +81 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,080 shares; 2024Q4: 959 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,260 shares; 2025Q4: 1,252 shares; 2026Q1: 1,252 shares; 2026Q2: 1,252 shares 1,252 $946K 0.12% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,559 shares; 2024Q4: 4,782 shares; 2025Q1: 4,666 shares; 2025Q2: 5,194 shares; 2025Q3: 5,099 shares; 2025Q4: 5,089 shares; 2026Q1: 5,097 shares; 2026Q2: 5,361 shares 5,361 $941K 0.12% +264 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,161 shares; 2024Q4: 10,161 shares; 2025Q1: 4,738 shares; 2025Q2: 4,738 shares; 2025Q3: 4,415 shares; 2025Q4: 4,315 shares; 2026Q1: 4,315 shares; 2026Q2: 5,216 shares 5,216 $932K 0.11% +901 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,894 shares; 2024Q4: 11,804 shares; 2025Q1: 11,813 shares; 2025Q2: 11,825 shares; 2025Q3: 11,835 shares; 2025Q4: 11,842 shares; 2026Q1: 11,852 shares; 2026Q2: 11,861 shares 11,861 $914K 0.11% +9 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,156 shares; 2024Q4: 4,166 shares; 2025Q1: 4,166 shares; 2025Q2: 4,166 shares; 2025Q3: 3,966 shares; 2025Q4: 4,966 shares; 2026Q1: 4,976 shares; 2026Q2: 6,986 shares 6,986 $912K 0.11% +2,010 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,428 shares; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 1,848 shares; 2025Q3: 1,797 shares; 2025Q4: 1,788 shares; 2026Q1: 1,788 shares; 2026Q2: 1,788 shares 1,788 $911K 0.11% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,619 shares; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,799 shares; 2026Q1: 1,813 shares; 2026Q2: 1,813 shares 1,813 $909K 0.11% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,979 shares; 2024Q4: 6,019 shares; 2025Q1: 6,019 shares; 2025Q2: 6,019 shares; 2025Q3: 5,794 shares; 2025Q4: 5,794 shares; 2026Q1: 5,794 shares; 2026Q2: 5,794 shares 5,794 $908K 0.11% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,131 shares; 2024Q4: 14,256 shares; 2025Q1: 14,531 shares; 2025Q2: 14,394 shares; 2025Q3: 14,453 shares; 2025Q4: 14,569 shares; 2026Q1: 14,544 shares; 2026Q2: 28,256 shares 28,256 $903K 0.11% +13,712 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,381 shares; 2024Q4: 10,381 shares; 2025Q1: 10,381 shares; 2025Q2: 10,381 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares; 2026Q2: 10,300 shares 10,300 $894K 0.11% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,554 shares; 2024Q4: 11,408 shares; 2025Q1: 11,474 shares; 2025Q2: 11,536 shares; 2025Q3: 11,599 shares; 2025Q4: 11,666 shares; 2026Q1: 11,724 shares; 2026Q2: 11,781 shares 11,781 $876K 0.11% +57 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,204 shares; 2024Q4: 2,204 shares; 2025Q1: 2,204 shares; 2025Q2: 2,204 shares; 2025Q3: 2,204 shares; 2025Q4: 2,204 shares; 2026Q1: 2,204 shares; 2026Q2: 2,204 shares 2,204 $875K 0.11% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,943 shares; 2024Q4: 10,943 shares; 2025Q1: 10,877 shares; 2025Q2: 11,494 shares; 2025Q3: 6,320 shares; 2025Q4: 6,320 shares; 2026Q1: 6,320 shares; 2026Q2: 6,347 shares 6,347 $873K 0.11% +27 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,785 shares; 2024Q4: 3,786 shares; 2025Q1: 3,787 shares; 2025Q2: 3,790 shares; 2025Q3: 3,792 shares; 2025Q4: 3,565 shares; 2026Q1: 3,565 shares; 2026Q2: 3,565 shares 3,565 $848K 0.1% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,324 shares; 2024Q4: 1,457 shares; 2025Q1: 1,442 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,726 shares; 2026Q1: 1,726 shares; 2026Q2: 1,726 shares 1,726 $848K 0.1% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,139 shares; 2024Q4: 12,293 shares; 2025Q1: 12,295 shares; 2025Q2: 12,297 shares; 2025Q3: 12,249 shares; 2025Q4: 13,651 shares; 2026Q1: 13,689 shares; 2026Q2: 16,950 shares 16,950 $844K 0.1% +3,261 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,128 shares; 2024Q4: 3,128 shares; 2025Q1: 3,186 shares; 2025Q2: 3,059 shares; 2025Q3: 3,033 shares; 2025Q4: 2,834 shares; 2026Q1: 2,813 shares; 2026Q2: 2,854 shares 2,854 $837K 0.1% +41 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 795 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 2,647 shares; 2026Q1: 2,678 shares; 2026Q2: 2,617 shares 2,617 $824K 0.1% -61 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,170 shares; 2024Q4: 7,977 shares; 2025Q1: 7,988 shares; 2025Q2: 7,997 shares; 2025Q3: 9,342 shares; 2025Q4: 9,739 shares; 2026Q1: 7,859 shares; 2026Q2: 7,867 shares 7,867 $814K 0.1% +8 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,093 shares; 2024Q4: 15,293 shares; 2025Q1: 15,293 shares; 2025Q2: 15,409 shares; 2025Q3: 15,437 shares; 2025Q4: 15,293 shares; 2026Q1: 15,293 shares; 2026Q2: 15,293 shares 15,293 $801K 0.1% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,566 shares; 2024Q4: 8,404 shares; 2025Q1: 8,562 shares; 2025Q2: 9,042 shares; 2025Q3: 9,271 shares; 2025Q4: 11,276 shares; 2026Q1: 11,315 shares; 2026Q2: 9,086 shares 9,086 $790K 0.1% -2,229 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,609 shares; 2024Q4: 8,609 shares; 2025Q1: 8,609 shares; 2025Q2: 8,409 shares; 2025Q3: 8,409 shares; 2025Q4: 8,409 shares; 2026Q1: 7,289 shares; 2026Q2: 6,990 shares 6,990 $781K 0.1% -299 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,174 shares; 2025Q4: 4,883 shares; 2026Q1: 5,879 shares; 2026Q2: 9,839 shares 9,839 $778K 0.1% +3,960 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,609 shares; 2024Q4: 4,833 shares; 2025Q1: 4,683 shares; 2025Q2: 4,683 shares; 2025Q3: 4,683 shares; 2025Q4: 4,678 shares; 2026Q1: 4,678 shares; 2026Q2: 4,678 shares 4,678 $765K 0.09% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,725 shares; 2025Q2: 5,890 shares; 2025Q3: not reported; 2025Q4: 7,667 shares; 2026Q1: 9,067 shares; 2026Q2: 9,813 shares 9,813 $757K 0.09% +746 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,877 shares; 2025Q4: 1,808 shares; 2026Q1: 1,808 shares; 2026Q2: 1,710 shares 1,710 $741K 0.09% -98 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,960 shares; 2024Q4: 11,190 shares; 2025Q1: 12,027 shares; 2025Q2: 12,027 shares; 2025Q3: 11,480 shares; 2025Q4: 11,705 shares; 2026Q1: 11,705 shares; 2026Q2: 11,886 shares 11,886 $736K 0.09% +181 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,207 shares; 2024Q4: 3,208 shares; 2025Q1: 3,209 shares; 2025Q2: 3,214 shares; 2025Q3: 3,216 shares; 2025Q4: 3,216 shares; 2026Q1: 3,217 shares; 2026Q2: 3,218 shares 3,218 $717K 0.09% +1 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556 shares; 2024Q4: 557 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 554 shares; 2026Q2: 5,975 shares 5,975 $714K 0.09% +5,421 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,653 shares; 2024Q4: 9,720 shares; 2025Q1: 10,054 shares; 2025Q2: 10,109 shares; 2025Q3: 10,054 shares; 2025Q4: 9,818 shares; 2026Q1: 9,818 shares; 2026Q2: 9,893 shares 9,893 $714K 0.09% +75 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,842 shares; 2024Q4: 35,664 shares; 2025Q1: 38,095 shares; 2025Q2: 38,361 shares; 2025Q3: 37,593 shares; 2025Q4: 29,512 shares; 2026Q1: 29,183 shares; 2026Q2: 28,979 shares 28,979 $711K 0.09% -204 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,190 shares; 2024Q4: 5,946 shares; 2025Q1: 5,946 shares; 2025Q2: 5,946 shares; 2025Q3: 5,926 shares; 2025Q4: 6,043 shares; 2026Q1: 6,125 shares; 2026Q2: 8,779 shares 8,779 $687K 0.08% +2,654 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,986 shares 3,986 $677K 0.08% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,004 shares; 2024Q4: 4,004 shares; 2025Q1: 4,029 shares; 2025Q2: 4,053 shares; 2025Q3: 4,076 shares; 2025Q4: 4,101 shares; 2026Q1: 4,124 shares; 2026Q2: 4,148 shares 4,148 $655K 0.08% +24 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,276 shares; 2024Q4: 10,985 shares; 2025Q1: 10,985 shares; 2025Q2: 10,683 shares; 2025Q3: 9,437 shares; 2025Q4: 9,427 shares; 2026Q1: 9,327 shares; 2026Q2: 10,829 shares 10,829 $654K 0.08% +1,502 Timeline TBRG TRUBRIDGE INC More: the full row for TRUBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,692 shares; 2024Q4: 25,692 shares; 2025Q1: 25,692 shares; 2025Q2: 25,692 shares; 2025Q3: 25,447 shares; 2025Q4: 25,647 shares; 2026Q1: 25,647 shares; 2026Q2: 24,861 shares 24,861 $652K 0.08% -786 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,740 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,265 shares; 2026Q1: 1,265 shares; 2026Q2: 1,265 shares 1,265 $650K 0.08% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,951 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 1,885 shares; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares; 2026Q1: 1,453 shares; 2026Q2: 7,265 shares 7,265 $639K 0.08% +5,812 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,592 shares; 2024Q4: 2,412 shares; 2025Q1: 2,413 shares; 2025Q2: 2,303 shares; 2025Q3: 2,186 shares; 2025Q4: 2,037 shares; 2026Q1: 2,077 shares; 2026Q2: 2,032 shares 2,032 $636K 0.08% -45 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,901 shares; 2026Q1: 10,901 shares; 2026Q2: 11,106 shares 11,106 $626K 0.08% +205 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,484 shares; 2024Q4: 6,254 shares; 2025Q1: 6,254 shares; 2025Q2: 6,309 shares; 2025Q3: 6,009 shares; 2025Q4: 6,009 shares; 2026Q1: 6,009 shares; 2026Q2: 6,009 shares 6,009 $625K 0.08% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905 shares; 2024Q4: 905 shares; 2025Q1: 906 shares; 2025Q2: 906 shares; 2025Q3: 887 shares; 2025Q4: 888 shares; 2026Q1: 888 shares; 2026Q2: 881 shares 881 $619K 0.08% -7 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,805 shares; 2024Q4: 2,805 shares; 2025Q1: 2,805 shares; 2025Q2: 3,155 shares; 2025Q3: 2,755 shares; 2025Q4: 2,755 shares; 2026Q1: 2,780 shares; 2026Q2: 2,783 shares 2,783 $615K 0.08% +3 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,729 shares; 2024Q4: 1,329 shares; 2025Q1: 1,289 shares; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares; 2025Q4: 1,289 shares; 2026Q1: 1,642 shares; 2026Q2: 1,631 shares 1,631 $612K 0.08% -11 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 1,153 shares; 2025Q4: 1,745 shares; 2026Q1: 1,756 shares; 2026Q2: 2,430 shares 2,430 $604K 0.07% +674 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares; 2026Q1: 6,450 shares; 2026Q2: 6,450 shares 6,450 $594K 0.07% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,038 shares; 2024Q4: 6,038 shares; 2025Q1: 6,038 shares; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares; 2025Q4: 6,038 shares; 2026Q1: 6,038 shares; 2026Q2: 6,038 shares 6,038 $594K 0.07% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,390 shares; 2024Q4: 2,574 shares; 2025Q1: 3,246 shares; 2025Q2: 3,306 shares; 2025Q3: 3,956 shares; 2025Q4: 3,878 shares; 2026Q1: 3,928 shares; 2026Q2: 3,778 shares 3,778 $592K 0.07% -150 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,160 shares; 2024Q4: 7,280 shares; 2025Q1: 7,281 shares; 2025Q2: 7,281 shares; 2025Q3: 7,507 shares; 2025Q4: 6,782 shares; 2026Q1: 6,941 shares; 2026Q2: 6,467 shares 6,467 $587K 0.07% -474 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,473 shares; 2024Q4: 2,673 shares; 2025Q1: 2,673 shares; 2025Q2: 2,673 shares; 2025Q3: 2,623 shares; 2025Q4: 2,590 shares; 2026Q1: 2,460 shares; 2026Q2: 2,460 shares 2,460 $584K 0.07% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,314 shares; 2024Q4: 2,314 shares; 2025Q1: 2,227 shares; 2025Q2: 2,227 shares; 2025Q3: 2,327 shares; 2025Q4: 2,197 shares; 2026Q1: 2,197 shares; 2026Q2: 2,135 shares 2,135 $584K 0.07% -62 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,072 shares; 2024Q4: 13,872 shares; 2025Q1: 14,042 shares; 2025Q2: 14,176 shares; 2025Q3: 14,107 shares; 2025Q4: 14,056 shares; 2026Q1: 14,056 shares; 2026Q2: 14,226 shares 14,226 $584K 0.07% +170 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,294 shares; 2025Q2: 7,294 shares; 2025Q3: 7,294 shares; 2025Q4: 7,294 shares; 2026Q1: 7,294 shares; 2026Q2: 7,489 shares 7,489 $570K 0.07% +195 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,965 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 1,705 shares; 2025Q3: 1,615 shares; 2025Q4: 1,615 shares; 2026Q1: 1,631 shares; 2026Q2: 1,631 shares 1,631 $562K 0.07% 0 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; 2024Q3: 5,168 shares; 2024Q4: 4,309 shares; 2025Q1: 4,310 shares; 2025Q2: 4,217 shares; 2025Q3: 3,872 shares; 2025Q4: 3,691 shares; 2026Q1: 3,693 shares; 2026Q2: 4,594 shares 4,594 $557K 0.07% +901 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,595 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 2,481 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: 2,472 shares; 2026Q2: 2,734 shares 2,734 $549K 0.07% +262 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,136 shares; 2024Q4: 2,406 shares; 2025Q1: 2,407 shares; 2025Q2: 2,408 shares; 2025Q3: 2,494 shares; 2025Q4: 2,494 shares; 2026Q1: 2,494 shares; 2026Q2: 2,570 shares 2,570 $545K 0.07% +76 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,361 shares; 2024Q4: 1,901 shares; 2025Q1: 1,811 shares; 2025Q2: 1,811 shares; 2025Q3: 1,761 shares; 2025Q4: 1,941 shares; 2026Q1: 1,941 shares; 2026Q2: 1,941 shares 1,941 $541K 0.07% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,048 shares; 2025Q4: 3,048 shares; 2026Q1: 3,048 shares; 2026Q2: 5,773 shares 5,773 $539K 0.07% +2,725 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 945 shares; 2024Q4: 945 shares; 2025Q1: 945 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 475 shares 475 $538K 0.07% -50 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,577 shares; 2024Q4: 4,269 shares; 2025Q1: 5,785 shares; 2025Q2: 5,787 shares; 2025Q3: 6,241 shares; 2025Q4: 6,271 shares; 2026Q1: 6,273 shares; 2026Q2: 6,233 shares 6,233 $528K 0.06% -40 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,458 shares; 2024Q4: 5,458 shares; 2025Q1: 5,458 shares; 2025Q2: 5,458 shares; 2025Q3: 5,458 shares; 2025Q4: 5,458 shares; 2026Q1: 5,458 shares; 2026Q2: 5,458 shares 5,458 $526K 0.06% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,284 shares; 2024Q4: 10,284 shares; 2025Q1: 10,284 shares; 2025Q2: 10,284 shares; 2025Q3: 10,284 shares; 2025Q4: 10,284 shares; 2026Q1: 10,284 shares; 2026Q2: 10,284 shares 10,284 $523K 0.06% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,336 shares; 2024Q4: 4,536 shares; 2025Q1: 4,451 shares; 2025Q2: 4,791 shares; 2025Q3: 4,216 shares; 2025Q4: 4,116 shares; 2026Q1: 4,116 shares; 2026Q2: 3,626 shares 3,626 $519K 0.06% -490 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,858 shares; 2024Q4: 6,858 shares; 2025Q1: 6,858 shares; 2025Q2: 6,858 shares; 2025Q3: 6,858 shares; 2025Q4: 6,858 shares; 2026Q1: 6,858 shares; 2026Q2: 6,858 shares 6,858 $511K 0.06% 0 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; 2024Q3: 3,417 shares; 2024Q4: 3,417 shares; 2025Q1: 3,546 shares; 2025Q2: 2,936 shares; 2025Q3: 2,893 shares; 2025Q4: 2,893 shares; 2026Q1: 2,893 shares; 2026Q2: 2,893 shares 2,893 $498K 0.06% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,773 shares; 2025Q4: 6,403 shares; 2026Q1: 6,643 shares; 2026Q2: 8,713 shares 8,713 $488K 0.06% +2,070 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,847 shares 2,847 $486K 0.06% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,359 shares; 2024Q4: 3,359 shares; 2025Q1: 3,359 shares; 2025Q2: 3,359 shares; 2025Q3: 3,338 shares; 2025Q4: 3,338 shares; 2026Q1: 3,301 shares; 2026Q2: 3,301 shares 3,301 $482K 0.06% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,944 shares; 2024Q4: 2,944 shares; 2025Q1: 2,944 shares; 2025Q2: 2,944 shares; 2025Q3: 3,104 shares; 2025Q4: 3,104 shares; 2026Q1: 3,200 shares; 2026Q2: 3,212 shares 3,212 $482K 0.06% +12 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,535 shares; 2024Q4: 3,535 shares; 2025Q1: 3,535 shares; 2025Q2: 3,535 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares; 2026Q2: 3,250 shares 3,250 $476K 0.06% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,260 shares 1,260 $473K 0.06% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,356 shares; 2024Q4: 10,286 shares; 2025Q1: 10,183 shares; 2025Q2: 10,183 shares; 2025Q3: 3,646 shares; 2025Q4: 3,569 shares; 2026Q1: 4,704 shares; 2026Q2: 4,842 shares 4,842 $468K 0.06% +138 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,366 shares; 2024Q4: 3,366 shares; 2025Q1: 3,206 shares; 2025Q2: 2,806 shares; 2025Q3: 2,806 shares; 2025Q4: 2,806 shares; 2026Q1: 2,806 shares; 2026Q2: 2,806 shares 2,806 $462K 0.06% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,761 shares; 2024Q4: 6,346 shares; 2025Q1: 6,346 shares; 2025Q2: 6,525 shares; 2025Q3: 6,525 shares; 2025Q4: 6,525 shares; 2026Q1: 6,525 shares; 2026Q2: 6,185 shares 6,185 $454K 0.06% -340 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,218 shares 8,218 $453K 0.06% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,353 shares; 2024Q4: 5,356 shares; 2025Q1: 5,359 shares; 2025Q2: 5,368 shares; 2025Q3: 5,374 shares; 2025Q4: 5,377 shares; 2026Q1: 5,377 shares; 2026Q2: 5,380 shares 5,380 $450K 0.06% +3 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,862 shares; 2025Q1: 7,889 shares; 2025Q2: 11,410 shares; 2025Q3: 11,423 shares; 2025Q4: 11,434 shares; 2026Q1: 10,946 shares; 2026Q2: 11,359 shares 11,359 $449K 0.06% +413 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,614 shares; 2024Q4: 1,683 shares; 2025Q1: 1,683 shares; 2025Q2: 1,683 shares; 2025Q3: 1,603 shares; 2025Q4: 1,603 shares; 2026Q1: 1,603 shares; 2026Q2: 1,603 shares 1,603 $434K 0.05% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,745 shares; 2024Q4: 4,746 shares; 2025Q1: 4,747 shares; 2025Q2: 4,747 shares; 2025Q3: 4,748 shares; 2025Q4: 9,496 shares; 2026Q1: 9,497 shares; 2026Q2: 9,498 shares 9,498 $431K 0.05% +1 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,722 shares; 2024Q4: 3,722 shares; 2025Q1: 3,722 shares; 2025Q2: 3,722 shares; 2025Q3: 3,722 shares; 2025Q4: 3,722 shares; 2026Q1: 3,722 shares; 2026Q2: 3,845 shares 3,845 $424K 0.05% +123 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,509 shares; 2024Q4: 3,942 shares; 2025Q1: 4,069 shares; 2025Q2: 4,073 shares; 2025Q3: 3,953 shares; 2025Q4: 3,696 shares; 2026Q1: 3,899 shares; 2026Q2: 4,423 shares 4,423 $422K 0.05% +524 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares; 2026Q2: 1,067 shares 1,067 $420K 0.05% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,195 shares; 2024Q4: 12,305 shares; 2025Q1: 12,305 shares; 2025Q2: 12,305 shares; 2025Q3: 11,972 shares; 2025Q4: 11,809 shares; 2026Q1: 11,350 shares; 2026Q2: 10,150 shares 10,150 $415K 0.05% -1,200 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,059 shares; 2026Q1: 2,239 shares; 2026Q2: 2,795 shares 2,795 $415K 0.05% +556 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,541 shares; 2026Q1: 2,542 shares; 2026Q2: 3,118 shares 3,118 $413K 0.05% +576 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 640 shares 640 $409K 0.05% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,750 shares; 2025Q4: 8,375 shares; 2026Q1: 8,375 shares; 2026Q2: 9,327 shares 9,327 $408K 0.05% +952 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,314 shares; 2024Q4: 2,297 shares; 2025Q1: 2,297 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,297 shares; 2026Q1: 2,297 shares; 2026Q2: 2,297 shares 2,297 $404K 0.05% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,445 shares; 2025Q4: 4,620 shares; 2026Q1: 4,320 shares; 2026Q2: 4,622 shares 4,622 $402K 0.05% +302 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,961 shares; 2024Q4: 3,301 shares; 2025Q1: 3,371 shares; 2025Q2: 3,187 shares; 2025Q3: 2,992 shares; 2025Q4: 2,812 shares; 2026Q1: 2,812 shares; 2026Q2: 2,601 shares 2,601 $394K 0.05% -211 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,671 shares; 2024Q4: 1,671 shares; 2025Q1: 1,662 shares; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares; 2025Q4: 1,662 shares; 2026Q1: 1,662 shares; 2026Q2: 1,675 shares 1,675 $380K 0.05% +13 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,488 shares 3,488 $376K 0.05% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 807 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 753 shares; 2026Q2: 3,012 shares 3,012 $374K 0.05% +2,259 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 578 shares 578 $370K 0.05% new Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,441 shares; 2026Q1: 2,441 shares; 2026Q2: 2,441 shares 2,441 $369K 0.05% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442 shares; 2024Q4: 427 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 392 shares; 2026Q2: 376 shares 376 $368K 0.05% -16 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,243 shares; 2024Q4: 1,254 shares; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,222 shares; 2026Q2: 1,222 shares 1,222 $367K 0.05% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $359K 0.04% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,015 shares 4,015 $356K 0.04% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,515 shares; 2024Q4: 6,515 shares; 2025Q1: 6,515 shares; 2025Q2: 6,515 shares; 2025Q3: 6,515 shares; 2025Q4: 6,515 shares; 2026Q1: 6,515 shares; 2026Q2: 6,515 shares 6,515 $352K 0.04% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,709 shares; 2024Q4: 1,709 shares; 2025Q1: 1,709 shares; 2025Q2: 1,709 shares; 2025Q3: 1,709 shares; 2025Q4: 1,709 shares; 2026Q1: 1,785 shares; 2026Q2: 1,785 shares 1,785 $349K 0.04% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,721 shares; 2024Q4: 1,721 shares; 2025Q1: 1,721 shares; 2025Q2: 1,721 shares; 2025Q3: 1,721 shares; 2025Q4: 1,721 shares; 2026Q1: 1,721 shares; 2026Q2: 2,221 shares 2,221 $347K 0.04% +500 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,105 shares; 2026Q1: 2,105 shares; 2026Q2: 2,105 shares 2,105 $344K 0.04% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,134 shares; 2026Q1: 8,134 shares; 2026Q2: 8,134 shares 8,134 $341K 0.04% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 954 shares; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 955 shares; 2026Q2: 914 shares 914 $339K 0.04% -41 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares; 2026Q2: 1,380 shares 1,380 $328K 0.04% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,715 shares; 2024Q4: 5,715 shares; 2025Q1: 5,715 shares; 2025Q2: 5,715 shares; 2025Q3: 5,715 shares; 2025Q4: 5,715 shares; 2026Q1: 5,715 shares; 2026Q2: 5,715 shares 5,715 $323K 0.04% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,097 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,044 shares; 2025Q4: 1,044 shares; 2026Q1: 1,044 shares; 2026Q2: 1,044 shares 1,044 $312K 0.04% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,480 shares 1,480 $305K 0.04% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,848 shares; 2024Q4: 3,848 shares; 2025Q1: 3,848 shares; 2025Q2: 3,848 shares; 2025Q3: 3,848 shares; 2025Q4: 3,848 shares; 2026Q1: 3,848 shares; 2026Q2: 3,848 shares 3,848 $302K 0.04% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,767 shares; 2025Q4: 10,214 shares; 2026Q1: 10,509 shares; 2026Q2: 11,376 shares 11,376 $298K 0.04% +867 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,111 shares; 2026Q1: not reported; 2026Q2: 3,969 shares 3,969 $297K 0.04% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,335 shares 10,335 $295K 0.04% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,563 shares; 2025Q2: 2,563 shares; 2025Q3: 2,563 shares; 2025Q4: 2,563 shares; 2026Q1: 2,563 shares; 2026Q2: 2,563 shares 2,563 $294K 0.04% 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; 2024Q3: 771 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 771 shares; 2026Q1: 771 shares; 2026Q2: 706 shares 706 $293K 0.04% -65 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,449 shares; 2024Q4: 2,449 shares; 2025Q1: 2,449 shares; 2025Q2: 2,438 shares; 2025Q3: 2,438 shares; 2025Q4: 2,438 shares; 2026Q1: 2,438 shares; 2026Q2: 2,438 shares 2,438 $292K 0.04% 0 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $292K 0.04% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,110 shares; 2025Q4: 2,110 shares; 2026Q1: 2,110 shares; 2026Q2: 2,110 shares 2,110 $289K 0.04% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,951 shares; 2025Q2: 2,951 shares; 2025Q3: 2,852 shares; 2025Q4: 2,754 shares; 2026Q1: 2,754 shares; 2026Q2: 3,709 shares 3,709 $288K 0.04% +955 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,045 shares 3,045 $287K 0.04% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,659 shares 2,659 $286K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,183 shares; 2024Q4: 1,590 shares; 2025Q1: 1,567 shares; 2025Q2: 1,763 shares; 2025Q3: 1,734 shares; 2025Q4: 1,736 shares; 2026Q1: 1,738 shares; 2026Q2: 1,740 shares 1,740 $282K 0.03% +2 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,706 shares; 2025Q3: 2,707 shares; 2025Q4: 3,078 shares; 2026Q1: 3,120 shares; 2026Q2: 3,018 shares 3,018 $278K 0.03% -102 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,140 shares; 2024Q4: not reported; 2025Q1: 2,140 shares; 2025Q2: 2,648 shares; 2025Q3: 2,894 shares; 2025Q4: 2,894 shares; 2026Q1: 2,908 shares; 2026Q2: 2,861 shares 2,861 $275K 0.03% -47 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,615 shares; 2024Q4: not reported; 2025Q1: 3,615 shares; 2025Q2: 3,615 shares; 2025Q3: 3,615 shares; 2025Q4: 3,615 shares; 2026Q1: 3,615 shares; 2026Q2: 3,297 shares 3,297 $272K 0.03% -318 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,024 shares 1,024 $267K 0.03% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,796 shares; 2025Q4: 14,375 shares; 2026Q1: 16,175 shares; 2026Q2: 20,000 shares 20,000 $266K 0.03% +3,825 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,347 shares; 2026Q1: not reported; 2026Q2: 4,350 shares 4,350 $265K 0.03% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,016 shares; 2026Q1: 1,016 shares; 2026Q2: 1,016 shares 1,016 $260K 0.03% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 1,450 shares 1,450 $259K 0.03% +1,392 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,044 shares 1,044 $257K 0.03% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,805 shares 4,805 $252K 0.03% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,737 shares; 2024Q4: not reported; 2025Q1: 2,543 shares; 2025Q2: 2,543 shares; 2025Q3: 2,543 shares; 2025Q4: 2,499 shares; 2026Q1: 2,499 shares; 2026Q2: 2,499 shares 2,499 $250K 0.03% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,160 shares; 2024Q4: 11,160 shares; 2025Q1: 11,160 shares; 2025Q2: 11,160 shares; 2025Q3: 11,130 shares; 2025Q4: 11,210 shares; 2026Q1: 11,460 shares; 2026Q2: 11,351 shares 11,351 $249K 0.03% -109 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,794 shares; 2024Q4: not reported; 2025Q1: 1,790 shares; 2025Q2: not reported; 2025Q3: 1,794 shares; 2025Q4: 1,796 shares; 2026Q1: 1,797 shares; 2026Q2: 1,799 shares 1,799 $244K 0.03% +2 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,424 shares; 2024Q4: 7,434 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,089 shares; 2026Q1: 7,097 shares; 2026Q2: 7,105 shares 7,105 $241K 0.03% +8 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,767 shares; 2024Q4: 2,819 shares; 2025Q1: 2,822 shares; 2025Q2: 2,824 shares; 2025Q3: 2,745 shares; 2025Q4: 2,335 shares; 2026Q1: 2,335 shares; 2026Q2: 2,335 shares 2,335 $239K 0.03% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,950 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,016 shares; 2026Q1: 3,018 shares; 2026Q2: 3,119 shares 3,119 $238K 0.03% +101 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares; 2026Q2: 1,292 shares 1,292 $238K 0.03% +2 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,670 shares; 2024Q4: 3,691 shares; 2025Q1: 3,691 shares; 2025Q2: 3,691 shares; 2025Q3: 3,691 shares; 2025Q4: 3,687 shares; 2026Q1: 3,687 shares; 2026Q2: 3,662 shares 3,662 $234K 0.03% -25 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 460 shares 460 $228K 0.03% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 715 shares; 2026Q1: not reported; 2026Q2: 716 shares 716 $227K 0.03% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,025 shares; 2024Q4: not reported; 2025Q1: 2,065 shares; 2025Q2: 2,065 shares; 2025Q3: 2,035 shares; 2025Q4: 2,035 shares; 2026Q1: 2,035 shares; 2026Q2: 2,035 shares 2,035 $225K 0.03% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 70 shares 70 $224K 0.03% +10 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,050 shares 1,050 $217K 0.03% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,109 shares; 2024Q4: 2,902 shares; 2025Q1: 2,902 shares; 2025Q2: 2,991 shares; 2025Q3: 2,991 shares; 2025Q4: 2,991 shares; 2026Q1: 3,071 shares; 2026Q2: 3,011 shares 3,011 $216K 0.03% -60 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,172 shares; 2024Q4: 2,062 shares; 2025Q1: 2,037 shares; 2025Q2: 2,012 shares; 2025Q3: 1,757 shares; 2025Q4: 1,732 shares; 2026Q1: 1,732 shares; 2026Q2: 1,557 shares 1,557 $213K 0.03% -175 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,078 shares; 2025Q4: 1,078 shares; 2026Q1: 1,078 shares; 2026Q2: 1,078 shares 1,078 $210K 0.03% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,510 shares; 2026Q1: not reported; 2026Q2: 2,510 shares 2,510 $210K 0.03% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 581 shares 581 $210K 0.03% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,100 shares 2,100 $208K 0.03% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,081 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 967 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 948 shares 948 $207K 0.03% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $205K 0.03% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 950 shares 950 $202K 0.02% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,816 shares 17,816 $194K 0.02% new Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,905 shares; 2025Q4: 10,940 shares; 2026Q1: 10,940 shares; 2026Q2: 10,940 shares 10,940 $186K 0.02% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,954 shares 11,954 $159K 0.02% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $139K 0.02% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,275 shares 13,275 $64.3K 0.01% new Timeline