VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,132,101 shares; 2024Q4: 1,142,980 shares; 2025Q1: 1,178,843 shares; 2025Q2: 1,195,224 shares; 2025Q3: 1,218,854 shares; 2025Q4: 1,196,788 shares; 2026Q1: 1,241,457 shares; 2026Q2: 7,690,071 shares 7,690,071 $662M 7.07% +6,448,614 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: 1,506,793 shares; 2024Q4: 1,631,057 shares; 2025Q1: 1,662,744 shares; 2025Q2: 1,651,080 shares; 2025Q3: 1,702,382 shares; 2025Q4: 1,703,688 shares; 2026Q1: 1,768,345 shares; 2026Q2: 1,830,633 shares 1,830,633 $399M 4.26% +62,288 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: 1,373,644 shares; 2024Q4: 1,391,934 shares; 2025Q1: 1,477,951 shares; 2025Q2: 1,547,972 shares; 2025Q3: 1,595,966 shares; 2025Q4: 1,550,778 shares; 2026Q1: 1,612,753 shares; 2026Q2: 1,659,600 shares 1,659,600 $393M 4.19% +46,847 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: 5,540,320 shares; 2024Q4: 5,788,877 shares; 2025Q1: 5,676,812 shares; 2025Q2: 5,697,243 shares; 2025Q3: 5,612,340 shares; 2025Q4: 5,505,632 shares; 2026Q1: 5,345,932 shares; 2026Q2: 5,257,397 shares 5,257,397 $375M 4% -88,535 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,136,225 shares; 2024Q4: 3,365,263 shares; 2025Q1: 3,503,273 shares; 2025Q2: 3,450,389 shares; 2025Q3: 3,538,473 shares; 2025Q4: 3,503,868 shares; 2026Q1: 3,526,617 shares; 2026Q2: 3,646,299 shares 3,646,299 $352M 3.76% +119,682 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,811,595 shares; 2024Q4: 1,894,273 shares; 2025Q1: 1,957,487 shares; 2025Q2: 2,027,657 shares; 2025Q3: 2,136,920 shares; 2025Q4: 2,279,268 shares; 2026Q1: 2,442,854 shares; 2026Q2: 2,554,931 shares 2,554,931 $261M 2.78% +112,077 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,977 shares; 2024Q4: 153,726 shares; 2025Q1: 1,659,857 shares; 2025Q2: 1,811,931 shares; 2025Q3: 1,977,284 shares; 2025Q4: 2,079,518 shares; 2026Q1: 2,188,303 shares; 2026Q2: 2,361,879 shares 2,361,879 $243M 2.6% +173,576 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: 890,979 shares; 2024Q4: 884,026 shares; 2025Q1: 861,472 shares; 2025Q2: 861,560 shares; 2025Q3: 833,809 shares; 2025Q4: 813,044 shares; 2026Q1: 769,372 shares; 2026Q2: 743,742 shares 743,742 $215M 2.3% -25,630 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,176,446 shares; 2024Q4: 5,168,207 shares; 2025Q1: 5,124,524 shares; 2025Q2: 5,074,660 shares; 2025Q3: 4,996,437 shares; 2025Q4: 4,848,102 shares; 2026Q1: 4,831,430 shares; 2026Q2: 4,811,065 shares 4,811,065 $213M 2.28% -20,365 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: 1,636,314 shares; 2024Q4: 1,714,704 shares; 2025Q1: 1,646,146 shares; 2025Q2: 1,451,997 shares; 2025Q3: 1,446,491 shares; 2025Q4: 1,410,349 shares; 2026Q1: 1,408,253 shares; 2026Q2: 1,421,648 shares 1,421,648 $211M 2.25% +13,395 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: 258,575 shares; 2024Q4: 264,127 shares; 2025Q1: 259,469 shares; 2025Q2: 269,566 shares; 2025Q3: 265,210 shares; 2025Q4: 258,467 shares; 2026Q1: 243,877 shares; 2026Q2: 239,848 shares 239,848 $180M 1.92% -4,029 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,680,477 shares; 2024Q4: 3,639,955 shares; 2025Q1: 3,524,418 shares; 2025Q2: 3,468,551 shares; 2025Q3: 3,418,262 shares; 2025Q4: 3,302,400 shares; 2026Q1: 3,221,110 shares; 2026Q2: 3,135,937 shares 3,135,937 $162M 1.73% -85,173 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: 419,518 shares; 2024Q4: 416,107 shares; 2025Q1: 408,014 shares; 2025Q2: 400,931 shares; 2025Q3: 395,160 shares; 2025Q4: 387,674 shares; 2026Q1: 377,588 shares; 2026Q2: 371,417 shares 371,417 $139M 1.48% -6,171 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 807,616 shares; 2024Q4: 830,216 shares; 2025Q1: 872,492 shares; 2025Q2: 1,016,141 shares; 2025Q3: 1,032,578 shares; 2025Q4: 994,213 shares; 2026Q1: 1,027,703 shares; 2026Q2: 1,076,358 shares 1,076,358 $138M 1.47% +48,655 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: 278,159 shares; 2024Q4: 271,367 shares; 2025Q1: 266,543 shares; 2025Q2: 268,453 shares; 2025Q3: 274,325 shares; 2025Q4: 270,362 shares; 2026Q1: 272,057 shares; 2026Q2: 1,078,508 shares 1,078,508 $134M 1.43% +806,451 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: 976,239 shares; 2024Q4: 986,881 shares; 2025Q1: 1,013,318 shares; 2025Q2: 1,261,168 shares; 2025Q3: 1,259,557 shares; 2025Q4: 1,193,892 shares; 2026Q1: 1,187,481 shares; 2026Q2: 1,192,955 shares 1,192,955 $131M 1.4% +5,474 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,390,093 shares; 2024Q4: 2,362,720 shares; 2025Q1: 2,309,668 shares; 2025Q2: 2,273,790 shares; 2025Q3: 2,241,492 shares; 2025Q4: 2,194,706 shares; 2026Q1: 2,179,811 shares; 2026Q2: 2,291,735 shares 2,291,735 $126M 1.35% +111,924 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,623,512 shares; 2024Q4: 2,591,495 shares; 2025Q1: 2,551,604 shares; 2025Q2: 2,517,105 shares; 2025Q3: 2,486,895 shares; 2025Q4: 2,279,761 shares; 2026Q1: 2,233,998 shares; 2026Q2: 2,306,071 shares 2,306,071 $125M 1.33% +72,073 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: 276,112 shares; 2024Q4: 272,773 shares; 2025Q1: 270,712 shares; 2025Q2: 272,403 shares; 2025Q3: 264,253 shares; 2025Q4: 256,958 shares; 2026Q1: 251,807 shares; 2026Q2: 242,019 shares 242,019 $116M 1.23% -9,788 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,565,849 shares; 2024Q4: 2,883,089 shares; 2025Q1: 2,936,778 shares; 2025Q2: 2,457,840 shares; 2025Q3: 2,539,420 shares; 2025Q4: 2,660,446 shares; 2026Q1: 2,763,501 shares; 2026Q2: 2,947,946 shares 2,947,946 $114M 1.22% +184,445 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: 373,457 shares; 2024Q4: 370,413 shares; 2025Q1: 366,746 shares; 2025Q2: 367,465 shares; 2025Q3: 366,672 shares; 2025Q4: 367,894 shares; 2026Q1: 333,660 shares; 2026Q2: 315,491 shares 315,491 $111M 1.19% -18,169 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,315,031 shares; 2024Q4: 1,369,286 shares; 2025Q1: 1,365,725 shares; 2025Q2: 1,447,711 shares; 2025Q3: 1,439,076 shares; 2025Q4: 1,366,297 shares; 2026Q1: 1,353,141 shares; 2026Q2: 1,337,777 shares 1,337,777 $111M 1.18% -15,364 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: 440,582 shares; 2024Q4: 428,153 shares; 2025Q1: 406,234 shares; 2025Q2: 394,226 shares; 2025Q3: 368,823 shares; 2025Q4: 338,721 shares; 2026Q1: 316,938 shares; 2026Q2: 287,051 shares 287,051 $108M 1.16% -29,887 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,954,667 shares; 2024Q4: 2,004,885 shares; 2025Q1: 1,907,217 shares; 2025Q2: 1,806,801 shares; 2025Q3: 1,739,034 shares; 2025Q4: 1,494,583 shares; 2026Q1: 1,335,086 shares; 2026Q2: 1,284,516 shares 1,284,516 $98.3M 1.05% -50,570 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: 1,707,535 shares; 2024Q4: 1,814,130 shares; 2025Q1: 1,776,898 shares; 2025Q2: 1,745,696 shares; 2025Q3: 1,710,287 shares; 2025Q4: 1,688,228 shares; 2026Q1: 1,632,519 shares; 2026Q2: 1,616,141 shares 1,616,141 $96.5M 1.03% -16,378 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,167,132 shares; 2024Q4: 1,154,992 shares; 2025Q1: 1,145,407 shares; 2025Q2: 1,205,949 shares; 2025Q3: 1,188,307 shares; 2025Q4: 1,136,110 shares; 2026Q1: 1,089,484 shares; 2026Q2: 1,177,121 shares 1,177,121 $96.5M 1.03% +87,637 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 763,500 shares; 2024Q4: 752,320 shares; 2025Q1: 710,681 shares; 2025Q2: 849,875 shares; 2025Q3: 829,674 shares; 2025Q4: 739,155 shares; 2026Q1: 711,589 shares; 2026Q2: 697,547 shares 697,547 $95.3M 1.02% -14,042 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451,789 shares; 2024Q4: 445,948 shares; 2025Q1: 439,699 shares; 2025Q2: 447,183 shares; 2025Q3: 443,946 shares; 2025Q4: 364,779 shares; 2026Q1: 363,520 shares; 2026Q2: 359,145 shares 359,145 $87.1M 0.93% -4,375 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: 762,055 shares; 2024Q4: 754,241 shares; 2025Q1: 733,688 shares; 2025Q2: 720,950 shares; 2025Q3: 714,830 shares; 2025Q4: 656,924 shares; 2026Q1: 636,384 shares; 2026Q2: 625,957 shares 625,957 $86.1M 0.92% -10,427 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,793 shares; 2024Q4: 354,389 shares; 2025Q1: 350,900 shares; 2025Q2: 362,293 shares; 2025Q3: 358,443 shares; 2025Q4: 347,369 shares; 2026Q1: 339,227 shares; 2026Q2: 331,750 shares 331,750 $80.6M 0.86% -7,477 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: 853,125 shares; 2024Q4: 848,590 shares; 2025Q1: 825,427 shares; 2025Q2: 815,083 shares; 2025Q3: 794,002 shares; 2025Q4: 763,792 shares; 2026Q1: 742,536 shares; 2026Q2: 654,119 shares 654,119 $76.8M 0.82% -88,417 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,271,038 shares; 2024Q4: 2,422,047 shares; 2025Q1: 1,197,955 shares; 2025Q2: 1,013,737 shares; 2025Q3: 990,947 shares; 2025Q4: 916,255 shares; 2026Q1: 894,861 shares; 2026Q2: 878,343 shares 878,343 $72.3M 0.77% -16,518 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: 92,366 shares; 2024Q4: 92,172 shares; 2025Q1: 93,073 shares; 2025Q2: 94,502 shares; 2025Q3: 96,429 shares; 2025Q4: 96,613 shares; 2026Q1: 95,753 shares; 2026Q2: 96,183 shares 96,183 $71.8M 0.77% +430 Timeline DIHP 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: 71,448 shares; 2025Q1: 751,326 shares; 2025Q2: 1,245,030 shares; 2025Q3: 1,457,970 shares; 2025Q4: 1,622,821 shares; 2026Q1: 1,847,391 shares; 2026Q2: 2,068,448 shares 2,068,448 $70.6M 0.75% +221,057 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: 235,776 shares; 2024Q4: 233,473 shares; 2025Q1: 229,114 shares; 2025Q2: 226,505 shares; 2025Q3: 222,193 shares; 2025Q4: 215,461 shares; 2026Q1: 212,075 shares; 2026Q2: 205,295 shares 205,295 $67.2M 0.72% -6,780 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: 228,271 shares; 2024Q4: 227,598 shares; 2025Q1: 235,919 shares; 2025Q2: 379,455 shares; 2025Q3: 365,243 shares; 2025Q4: 347,160 shares; 2026Q1: 352,325 shares; 2026Q2: 354,960 shares 354,960 $66.8M 0.71% +2,635 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: 847,465 shares; 2024Q4: 982,406 shares; 2025Q1: 972,472 shares; 2025Q2: 949,055 shares; 2025Q3: 930,653 shares; 2025Q4: 913,153 shares; 2026Q1: 860,315 shares; 2026Q2: 838,602 shares 838,602 $66.3M 0.71% -21,713 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: 133,045 shares; 2024Q4: 182,206 shares; 2025Q1: 181,166 shares; 2025Q2: 177,419 shares; 2025Q3: 173,033 shares; 2025Q4: 170,887 shares; 2026Q1: 171,405 shares; 2026Q2: 173,056 shares 173,056 $64M 0.68% +1,651 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483,195 shares; 2024Q4: 487,167 shares; 2025Q1: 493,859 shares; 2025Q2: 492,059 shares; 2025Q3: 492,733 shares; 2025Q4: 492,572 shares; 2026Q1: 499,341 shares; 2026Q2: 499,958 shares 499,958 $63.9M 0.68% +617 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: 831,242 shares; 2024Q4: 880,076 shares; 2025Q1: 849,733 shares; 2025Q2: 835,714 shares; 2025Q3: 820,678 shares; 2025Q4: 798,240 shares; 2026Q1: 771,306 shares; 2026Q2: 761,810 shares 761,810 $58.7M 0.63% -9,496 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: 242,503 shares; 2024Q4: 244,721 shares; 2025Q1: 240,833 shares; 2025Q2: 247,744 shares; 2025Q3: 242,300 shares; 2025Q4: 241,287 shares; 2026Q1: 238,036 shares; 2026Q2: 236,652 shares 236,652 $56.4M 0.6% -1,384 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: 290,689 shares; 2024Q4: 288,498 shares; 2025Q1: 283,695 shares; 2025Q2: 280,034 shares; 2025Q3: 277,792 shares; 2025Q4: 276,580 shares; 2026Q1: 256,765 shares; 2026Q2: 249,989 shares 249,989 $55.1M 0.59% -6,776 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: 53,136 shares; 2024Q4: 51,450 shares; 2025Q1: 50,214 shares; 2025Q2: 49,681 shares; 2025Q3: 48,869 shares; 2025Q4: 48,104 shares; 2026Q1: 47,436 shares; 2026Q2: 45,597 shares 45,597 $54.7M 0.58% -1,839 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556,501 shares; 2024Q4: 581,495 shares; 2025Q1: 568,863 shares; 2025Q2: 564,675 shares; 2025Q3: 548,621 shares; 2025Q4: 540,345 shares; 2026Q1: 533,450 shares; 2026Q2: 525,215 shares 525,215 $54.6M 0.58% -8,235 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871,542 shares; 2024Q4: 836,549 shares; 2025Q1: 813,311 shares; 2025Q2: 794,874 shares; 2025Q3: 777,675 shares; 2025Q4: 743,398 shares; 2026Q1: 733,725 shares; 2026Q2: 770,649 shares 770,649 $53.9M 0.57% +36,924 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60,372 shares; 2025Q1: 59,409 shares; 2025Q2: 58,763 shares; 2025Q3: 57,945 shares; 2025Q4: 57,075 shares; 2026Q1: 55,861 shares; 2026Q2: 54,188 shares 54,188 $52.1M 0.56% -1,673 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: 232,749 shares; 2024Q4: 232,140 shares; 2025Q1: 228,516 shares; 2025Q2: 226,364 shares; 2025Q3: 221,888 shares; 2025Q4: 220,166 shares; 2026Q1: 212,103 shares; 2026Q2: 204,425 shares 204,425 $51.9M 0.55% -7,678 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: 184,625 shares; 2024Q4: 183,372 shares; 2025Q1: 180,579 shares; 2025Q2: 174,531 shares; 2025Q3: 167,034 shares; 2025Q4: 162,268 shares; 2026Q1: 159,008 shares; 2026Q2: 155,554 shares 155,554 $46.7M 0.5% -3,454 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: 134,946 shares; 2024Q4: 135,220 shares; 2025Q1: 133,072 shares; 2025Q2: 132,942 shares; 2025Q3: 131,107 shares; 2025Q4: 130,484 shares; 2026Q1: 128,154 shares; 2026Q2: 126,886 shares 126,886 $43.5M 0.46% -1,268 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: 399,258 shares; 2024Q4: 562,585 shares; 2025Q1: 565,552 shares; 2025Q2: 547,045 shares; 2025Q3: 532,668 shares; 2025Q4: 518,222 shares; 2026Q1: 507,238 shares; 2026Q2: 511,559 shares 511,559 $42.1M 0.45% +4,321 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 946,460 shares; 2024Q4: 996,506 shares; 2025Q1: 1,056,894 shares; 2025Q2: 1,181,583 shares; 2025Q3: 1,195,212 shares; 2025Q4: 1,299,166 shares; 2026Q1: 1,379,901 shares; 2026Q2: 1,476,202 shares 1,476,202 $40.8M 0.44% +96,301 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 558,041 shares; 2024Q4: 1,610,128 shares; 2025Q1: 1,577,066 shares; 2025Q2: 1,553,509 shares; 2025Q3: 1,525,042 shares; 2025Q4: 1,496,412 shares; 2026Q1: 1,446,603 shares; 2026Q2: 1,375,086 shares 1,375,086 $40.5M 0.43% -71,517 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,613 shares; 2024Q4: 222,492 shares; 2025Q1: 208,936 shares; 2025Q2: 203,288 shares; 2025Q3: 193,743 shares; 2025Q4: 184,739 shares; 2026Q1: 175,768 shares; 2026Q2: 166,703 shares 166,703 $38.9M 0.41% -9,065 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: 153,116 shares; 2024Q4: 156,470 shares; 2025Q1: 155,497 shares; 2025Q2: 155,080 shares; 2025Q3: 152,587 shares; 2025Q4: 151,188 shares; 2026Q1: 146,656 shares; 2026Q2: 143,716 shares 143,716 $35.4M 0.38% -2,940 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: 113,208 shares; 2024Q4: 111,709 shares; 2025Q1: 108,441 shares; 2025Q2: 106,945 shares; 2025Q3: 104,511 shares; 2025Q4: 102,431 shares; 2026Q1: 97,662 shares; 2026Q2: 95,220 shares 95,220 $34.5M 0.37% -2,442 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,109 shares; 2024Q4: 307,668 shares; 2025Q1: 296,837 shares; 2025Q2: 276,908 shares; 2025Q3: 272,402 shares; 2025Q4: 264,562 shares; 2026Q1: 246,972 shares; 2026Q2: 238,963 shares 238,963 $33.5M 0.36% -8,009 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 382,550 shares; 2025Q1: 413,763 shares; 2025Q2: 402,871 shares; 2025Q3: 392,739 shares; 2025Q4: 385,965 shares; 2026Q1: 377,620 shares; 2026Q2: 367,306 shares 367,306 $32.8M 0.35% -10,314 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: 92,758 shares; 2024Q4: 94,939 shares; 2025Q1: 96,963 shares; 2025Q2: 99,338 shares; 2025Q3: 97,214 shares; 2025Q4: 98,563 shares; 2026Q1: 91,839 shares; 2026Q2: 90,772 shares 90,772 $32.4M 0.35% -1,067 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: 490,391 shares; 2024Q4: 488,982 shares; 2025Q1: 474,666 shares; 2025Q2: 465,099 shares; 2025Q3: 461,798 shares; 2025Q4: 451,853 shares; 2026Q1: 418,748 shares; 2026Q2: 409,973 shares 409,973 $31.4M 0.34% -8,775 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: 654,775 shares; 2024Q4: 677,339 shares; 2025Q1: 682,255 shares; 2025Q2: 640,069 shares; 2025Q3: 640,570 shares; 2025Q4: 641,037 shares; 2026Q1: 625,727 shares; 2026Q2: 609,989 shares 609,989 $30.9M 0.33% -15,738 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,930 shares; 2024Q4: 1,020,881 shares; 2025Q1: 985,805 shares; 2025Q2: 985,438 shares; 2025Q3: 981,963 shares; 2025Q4: 965,303 shares; 2026Q1: 932,102 shares; 2026Q2: 907,291 shares 907,291 $30.7M 0.33% -24,811 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,571 shares; 2024Q4: 201,820 shares; 2025Q1: 204,951 shares; 2025Q2: 243,754 shares; 2025Q3: 245,039 shares; 2025Q4: 252,622 shares; 2026Q1: 275,400 shares; 2026Q2: 288,254 shares 288,254 $30.7M 0.33% +12,854 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: 76,588 shares; 2024Q4: 104,996 shares; 2025Q1: 106,330 shares; 2025Q2: 111,320 shares; 2025Q3: 110,522 shares; 2025Q4: 108,819 shares; 2026Q1: 103,322 shares; 2026Q2: 99,867 shares 99,867 $30.3M 0.32% -3,455 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,101 shares; 2024Q4: 275,859 shares; 2025Q1: 286,208 shares; 2025Q2: 288,520 shares; 2025Q3: 287,880 shares; 2025Q4: 293,530 shares; 2026Q1: 295,435 shares; 2026Q2: 309,599 shares 309,599 $29.3M 0.31% +14,164 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,087 shares; 2024Q4: 150,218 shares; 2025Q1: 144,255 shares; 2025Q2: 138,620 shares; 2025Q3: 135,792 shares; 2025Q4: 132,971 shares; 2026Q1: 130,686 shares; 2026Q2: 130,222 shares 130,222 $28.8M 0.31% -464 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,773 shares; 2024Q4: 66,853 shares; 2025Q1: 68,365 shares; 2025Q2: 68,280 shares; 2025Q3: 68,373 shares; 2025Q4: 67,985 shares; 2026Q1: 67,297 shares; 2026Q2: 66,971 shares 66,971 $27.4M 0.29% -326 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: 8,993 shares; 2024Q4: 9,028 shares; 2025Q1: 8,408 shares; 2025Q2: 41,450 shares; 2025Q3: 42,504 shares; 2025Q4: 41,572 shares; 2026Q1: 39,328 shares; 2026Q2: 37,783 shares 37,783 $27.3M 0.29% -1,545 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: 215,018 shares; 2024Q4: 212,058 shares; 2025Q1: 208,692 shares; 2025Q2: 206,878 shares; 2025Q3: 204,576 shares; 2025Q4: 200,806 shares; 2026Q1: 196,327 shares; 2026Q2: 190,231 shares 190,231 $27.2M 0.29% -6,096 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497,666 shares; 2024Q4: 501,480 shares; 2025Q1: 512,005 shares; 2025Q2: 510,325 shares; 2025Q3: 505,909 shares; 2025Q4: 510,075 shares; 2026Q1: 507,173 shares; 2026Q2: 533,071 shares 533,071 $27M 0.29% +25,898 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: 87,178 shares; 2025Q1: 84,058 shares; 2025Q2: 83,362 shares; 2025Q3: 79,625 shares; 2025Q4: 77,175 shares; 2026Q1: 70,011 shares; 2026Q2: 59,586 shares 59,586 $25.8M 0.28% -10,425 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309,555 shares; 2024Q4: 911,294 shares; 2025Q1: 841,413 shares; 2025Q2: 792,760 shares; 2025Q3: 750,944 shares; 2025Q4: 728,909 shares; 2026Q1: 697,391 shares; 2026Q2: 666,792 shares 666,792 $24.6M 0.26% -30,599 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: 581,307 shares; 2024Q4: 655,125 shares; 2025Q1: 661,056 shares; 2025Q2: 655,714 shares; 2025Q3: 639,041 shares; 2025Q4: 615,473 shares; 2026Q1: 606,150 shares; 2026Q2: 601,461 shares 601,461 $24.2M 0.26% -4,689 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,626 shares; 2024Q4: 48,693 shares; 2025Q1: 56,201 shares; 2025Q2: 559,075 shares; 2025Q3: 553,384 shares; 2025Q4: 523,119 shares; 2026Q1: 525,429 shares; 2026Q2: 587,313 shares 587,313 $23.6M 0.25% +61,884 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: 83,343 shares; 2024Q4: 84,678 shares; 2025Q1: 84,070 shares; 2025Q2: 83,361 shares; 2025Q3: 82,212 shares; 2025Q4: 81,905 shares; 2026Q1: 68,248 shares; 2026Q2: 66,671 shares 66,671 $23.5M 0.25% -1,577 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,621 shares; 2024Q4: 247,947 shares; 2025Q1: 242,805 shares; 2025Q2: 212,704 shares; 2025Q3: 207,130 shares; 2025Q4: 215,092 shares; 2026Q1: 213,929 shares; 2026Q2: 215,871 shares 215,871 $23.2M 0.25% +1,942 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: 126,929 shares; 2024Q4: 133,449 shares; 2025Q1: 124,989 shares; 2025Q2: 126,049 shares; 2025Q3: 124,216 shares; 2025Q4: 111,193 shares; 2026Q1: 108,737 shares; 2026Q2: 115,076 shares 115,076 $23M 0.25% +6,339 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: 193,858 shares; 2024Q4: 203,150 shares; 2025Q1: 202,235 shares; 2025Q2: 203,566 shares; 2025Q3: 201,490 shares; 2025Q4: 201,153 shares; 2026Q1: 194,397 shares; 2026Q2: 187,967 shares 187,967 $21.3M 0.23% -6,430 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,115 shares; 2024Q4: 27,403 shares; 2025Q1: 27,442 shares; 2025Q2: 27,333 shares; 2025Q3: 28,978 shares; 2025Q4: 28,792 shares; 2026Q1: 29,286 shares; 2026Q2: 30,771 shares 30,771 $21.1M 0.23% +1,485 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: 102,702 shares; 2024Q4: 99,815 shares; 2025Q1: 99,457 shares; 2025Q2: 97,879 shares; 2025Q3: 97,112 shares; 2025Q4: 96,547 shares; 2026Q1: 39,576 shares; 2026Q2: 42,032 shares 42,032 $21M 0.22% +2,456 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: 157,017 shares; 2024Q4: 158,177 shares; 2025Q1: 154,952 shares; 2025Q2: 149,696 shares; 2025Q3: 145,597 shares; 2025Q4: 142,685 shares; 2026Q1: 144,164 shares; 2026Q2: 138,075 shares 138,075 $20.2M 0.22% -6,089 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: 224,334 shares; 2024Q4: 227,076 shares; 2025Q1: 225,529 shares; 2025Q2: 226,892 shares; 2025Q3: 233,409 shares; 2025Q4: 247,525 shares; 2026Q1: 238,360 shares; 2026Q2: 259,783 shares 259,783 $20.2M 0.22% +21,423 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,772 shares; 2024Q4: 10,446 shares; 2025Q1: 10,763 shares; 2025Q2: 11,211 shares; 2025Q3: 11,128 shares; 2025Q4: 11,059 shares; 2026Q1: 10,489 shares; 2026Q2: 10,137 shares 10,137 $20.2M 0.22% -352 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: 160,947 shares; 2024Q4: 160,556 shares; 2025Q1: 155,566 shares; 2025Q2: 148,991 shares; 2025Q3: 151,155 shares; 2025Q4: 149,557 shares; 2026Q1: 152,360 shares; 2026Q2: 146,496 shares 146,496 $19.8M 0.21% -5,864 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: 74,655 shares; 2024Q4: 76,342 shares; 2025Q1: 74,939 shares; 2025Q2: 76,027 shares; 2025Q3: 75,468 shares; 2025Q4: 73,685 shares; 2026Q1: 77,484 shares; 2026Q2: 78,277 shares 78,277 $19.7M 0.21% +793 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,064 shares; 2024Q4: 93,594 shares; 2025Q1: 92,585 shares; 2025Q2: 92,019 shares; 2025Q3: 91,385 shares; 2025Q4: 90,629 shares; 2026Q1: 88,909 shares; 2026Q2: 87,646 shares 87,646 $19.7M 0.21% -1,263 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: 173,967 shares; 2024Q4: 199,017 shares; 2025Q1: 200,849 shares; 2025Q2: 205,996 shares; 2025Q3: 211,634 shares; 2025Q4: 237,546 shares; 2026Q1: 246,982 shares; 2026Q2: 265,543 shares 265,543 $19.5M 0.21% +18,561 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: 98,339 shares; 2024Q4: 98,656 shares; 2025Q1: 96,951 shares; 2025Q2: 97,783 shares; 2025Q3: 96,220 shares; 2025Q4: 95,263 shares; 2026Q1: 91,543 shares; 2026Q2: 85,489 shares 85,489 $19.1M 0.2% -6,054 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,099 shares; 2024Q4: 764,539 shares; 2025Q1: 771,923 shares; 2025Q2: 764,926 shares; 2025Q3: 761,411 shares; 2025Q4: 750,864 shares; 2026Q1: 701,267 shares; 2026Q2: 695,863 shares 695,863 $18.4M 0.2% -5,404 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505,716 shares; 2024Q4: 483,166 shares; 2025Q1: 452,864 shares; 2025Q2: 429,690 shares; 2025Q3: 413,176 shares; 2025Q4: 388,938 shares; 2026Q1: 368,417 shares; 2026Q2: 354,280 shares 354,280 $18.1M 0.19% -14,137 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: 1,233 shares; 2024Q4: 70,635 shares; 2025Q1: 72,486 shares; 2025Q2: 69,702 shares; 2025Q3: 68,540 shares; 2025Q4: 67,888 shares; 2026Q1: 67,491 shares; 2026Q2: 66,094 shares 66,094 $18.1M 0.19% -1,397 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: 10,849 shares; 2024Q4: 75,312 shares; 2025Q1: 75,542 shares; 2025Q2: 74,166 shares; 2025Q3: 71,774 shares; 2025Q4: 69,147 shares; 2026Q1: 64,293 shares; 2026Q2: 221,004 shares 221,004 $17.8M 0.19% +156,711 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,401 shares; 2024Q4: 202,086 shares; 2025Q1: 201,886 shares; 2025Q2: 195,958 shares; 2025Q3: 194,015 shares; 2025Q4: 191,523 shares; 2026Q1: 185,501 shares; 2026Q2: 177,616 shares 177,616 $17.6M 0.19% -7,885 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 166,184 shares; 2025Q1: 179,842 shares; 2025Q2: 181,076 shares; 2025Q3: 178,470 shares; 2025Q4: 178,282 shares; 2026Q1: 178,253 shares; 2026Q2: 181,000 shares 181,000 $17.5M 0.19% +2,747 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM 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: 252,160 shares; 2026Q1: 243,456 shares; 2026Q2: 233,892 shares 233,892 $17M 0.18% -9,564 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: 185,013 shares; 2024Q4: 218,994 shares; 2025Q1: 219,059 shares; 2025Q2: 213,543 shares; 2025Q3: 211,826 shares; 2025Q4: 210,752 shares; 2026Q1: 210,946 shares; 2026Q2: 203,084 shares 203,084 $16.8M 0.18% -7,862 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: 80,693 shares; 2024Q4: 78,658 shares; 2025Q1: 77,936 shares; 2025Q2: 77,040 shares; 2025Q3: 76,738 shares; 2025Q4: 75,089 shares; 2026Q1: 72,597 shares; 2026Q2: 72,069 shares 72,069 $16.4M 0.17% -528 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: 15,201 shares; 2024Q4: 221,270 shares; 2025Q1: 237,196 shares; 2025Q2: 236,694 shares; 2025Q3: 225,597 shares; 2025Q4: 207,709 shares; 2026Q1: 204,083 shares; 2026Q2: 386,395 shares 386,395 $16.3M 0.17% +182,312 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,411 shares; 2024Q4: 297,148 shares; 2025Q1: 286,308 shares; 2025Q2: 283,427 shares; 2025Q3: 279,663 shares; 2025Q4: 286,275 shares; 2026Q1: 287,377 shares; 2026Q2: 288,299 shares 288,299 $16.1M 0.17% +922 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: 35,526 shares; 2024Q4: 32,670 shares; 2025Q1: 31,362 shares; 2025Q2: 32,333 shares; 2025Q3: 32,071 shares; 2025Q4: 32,405 shares; 2026Q1: 31,637 shares; 2026Q2: 31,409 shares 31,409 $16M 0.17% -228 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506,569 shares; 2024Q4: 514,358 shares; 2025Q1: 506,948 shares; 2025Q2: 498,568 shares; 2025Q3: 473,551 shares; 2025Q4: 480,925 shares; 2026Q1: 443,607 shares; 2026Q2: 431,147 shares 431,147 $15.9M 0.17% -12,460 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,650 shares; 2024Q4: 160,880 shares; 2025Q1: 156,357 shares; 2025Q2: 155,251 shares; 2025Q3: 152,346 shares; 2025Q4: 149,544 shares; 2026Q1: 148,243 shares; 2026Q2: 146,928 shares 146,928 $15.1M 0.16% -1,315 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,775 shares; 2024Q4: 362,514 shares; 2025Q1: 359,706 shares; 2025Q2: 365,751 shares; 2025Q3: 359,087 shares; 2025Q4: 342,482 shares; 2026Q1: 331,601 shares; 2026Q2: 305,796 shares 305,796 $14.7M 0.16% -25,805 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: 328,954 shares; 2024Q4: 411,560 shares; 2025Q1: 400,544 shares; 2025Q2: 395,381 shares; 2025Q3: 395,741 shares; 2025Q4: 353,507 shares; 2026Q1: 354,738 shares; 2026Q2: 352,811 shares 352,811 $14.6M 0.16% -1,927 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: 185,453 shares; 2024Q4: 185,136 shares; 2025Q1: 178,242 shares; 2025Q2: 177,204 shares; 2025Q3: 178,813 shares; 2025Q4: 175,293 shares; 2026Q1: 180,152 shares; 2026Q2: 176,563 shares 176,563 $14.3M 0.15% -3,589 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,458 shares; 2024Q4: 101,618 shares; 2025Q1: 99,010 shares; 2025Q2: 103,428 shares; 2025Q3: 99,258 shares; 2025Q4: 98,132 shares; 2026Q1: 95,941 shares; 2026Q2: 92,578 shares 92,578 $14.2M 0.15% -3,363 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,963 shares; 2024Q4: 112,247 shares; 2025Q1: 117,854 shares; 2025Q2: 143,998 shares; 2025Q3: 143,112 shares; 2025Q4: 140,331 shares; 2026Q1: 131,389 shares; 2026Q2: 130,573 shares 130,573 $14.1M 0.15% -816 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: 101,219 shares; 2024Q4: 100,687 shares; 2025Q1: 100,366 shares; 2025Q2: 100,077 shares; 2025Q3: 101,190 shares; 2025Q4: 99,852 shares; 2026Q1: 97,741 shares; 2026Q2: 96,055 shares 96,055 $14.1M 0.15% -1,686 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: 143,277 shares; 2024Q4: 140,063 shares; 2025Q1: 134,034 shares; 2025Q2: 126,514 shares; 2025Q3: 124,105 shares; 2025Q4: 117,551 shares; 2026Q1: 112,069 shares; 2026Q2: 106,987 shares 106,987 $14M 0.15% -5,082 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: 147,068 shares; 2024Q4: 148,678 shares; 2025Q1: 150,086 shares; 2025Q2: 149,304 shares; 2025Q3: 145,078 shares; 2025Q4: 139,383 shares; 2026Q1: 139,119 shares; 2026Q2: 134,836 shares 134,836 $13.8M 0.15% -4,283 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,933 shares; 2024Q4: 71,763 shares; 2025Q1: 64,780 shares; 2025Q2: 62,325 shares; 2025Q3: 58,368 shares; 2025Q4: 51,135 shares; 2026Q1: 42,528 shares; 2026Q2: 36,035 shares 36,035 $13.2M 0.14% -6,493 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 83,404 shares; 2025Q1: 85,151 shares; 2025Q2: 84,223 shares; 2025Q3: 83,670 shares; 2025Q4: 83,015 shares; 2026Q1: 77,201 shares; 2026Q2: 66,493 shares 66,493 $13.1M 0.14% -10,708 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: 42,745 shares; 2024Q4: 45,132 shares; 2025Q1: 44,534 shares; 2025Q2: 44,683 shares; 2025Q3: 44,003 shares; 2025Q4: 43,187 shares; 2026Q1: 42,438 shares; 2026Q2: 40,817 shares 40,817 $12.9M 0.14% -1,621 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: 165,818 shares; 2024Q4: 161,367 shares; 2025Q1: 157,263 shares; 2025Q2: 154,357 shares; 2025Q3: 149,245 shares; 2025Q4: 146,479 shares; 2026Q1: 144,955 shares; 2026Q2: 137,947 shares 137,947 $12.7M 0.14% -7,008 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: 165,790 shares; 2024Q4: 173,951 shares; 2025Q1: 172,675 shares; 2025Q2: 175,123 shares; 2025Q3: 177,045 shares; 2025Q4: 176,908 shares; 2026Q1: 176,867 shares; 2026Q2: 320,229 shares 320,229 $12.7M 0.14% +143,362 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,447 shares; 2024Q4: 86,921 shares; 2025Q1: 89,924 shares; 2025Q2: 84,295 shares; 2025Q3: 83,657 shares; 2025Q4: 84,544 shares; 2026Q1: 80,766 shares; 2026Q2: 80,798 shares 80,798 $12.5M 0.13% +32 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497,419 shares; 2024Q4: 498,478 shares; 2025Q1: 498,663 shares; 2025Q2: 497,791 shares; 2025Q3: 485,061 shares; 2025Q4: 480,687 shares; 2026Q1: 487,729 shares; 2026Q2: 497,659 shares 497,659 $12.4M 0.13% +9,930 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,618 shares; 2024Q4: 27,512 shares; 2025Q1: 26,741 shares; 2025Q2: 25,666 shares; 2025Q3: 24,704 shares; 2025Q4: 24,537 shares; 2026Q1: 23,929 shares; 2026Q2: 23,530 shares 23,530 $12.3M 0.13% -399 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,613 shares; 2024Q4: 131,638 shares; 2025Q1: 123,182 shares; 2025Q2: 117,194 shares; 2025Q3: 113,712 shares; 2025Q4: 107,623 shares; 2026Q1: 98,646 shares; 2026Q2: 97,141 shares 97,141 $11.8M 0.13% -1,505 Timeline MGV 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: 71,406 shares; 2025Q1: 75,299 shares; 2025Q2: 75,450 shares; 2025Q3: 74,951 shares; 2025Q4: 73,514 shares; 2026Q1: 74,772 shares; 2026Q2: 72,071 shares 72,071 $11.8M 0.13% -2,701 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: 23,865 shares; 2024Q4: 23,934 shares; 2025Q1: 23,779 shares; 2025Q2: 34,999 shares; 2025Q3: 34,735 shares; 2025Q4: 31,319 shares; 2026Q1: 30,583 shares; 2026Q2: 30,119 shares 30,119 $11.6M 0.12% -464 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: 287,230 shares; 2024Q4: 238,938 shares; 2025Q1: 238,249 shares; 2025Q2: 243,736 shares; 2025Q3: 238,375 shares; 2025Q4: 236,164 shares; 2026Q1: 226,430 shares; 2026Q2: 220,034 shares 220,034 $11M 0.12% -6,396 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: 124,649 shares; 2024Q4: 122,137 shares; 2025Q1: 118,635 shares; 2025Q2: 117,969 shares; 2025Q3: 117,675 shares; 2025Q4: 114,317 shares; 2026Q1: 113,440 shares; 2026Q2: 112,522 shares 112,522 $10.9M 0.12% -918 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: 5,582 shares; 2024Q4: 51,240 shares; 2025Q1: 50,806 shares; 2025Q2: 50,821 shares; 2025Q3: 50,763 shares; 2025Q4: 50,038 shares; 2026Q1: 50,285 shares; 2026Q2: 50,815 shares 50,815 $10.8M 0.12% +530 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,127 shares; 2024Q4: 159,922 shares; 2025Q1: 159,967 shares; 2025Q2: 152,976 shares; 2025Q3: 151,547 shares; 2025Q4: 148,620 shares; 2026Q1: 143,869 shares; 2026Q2: 142,812 shares 142,812 $10.8M 0.11% -1,057 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: 48,690 shares; 2024Q4: 51,177 shares; 2025Q1: 56,012 shares; 2025Q2: 56,763 shares; 2025Q3: 53,535 shares; 2025Q4: 53,617 shares; 2026Q1: 56,301 shares; 2026Q2: 55,554 shares 55,554 $10.5M 0.11% -747 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,740 shares; 2024Q4: 131,228 shares; 2025Q1: 134,237 shares; 2025Q2: 158,879 shares; 2025Q3: 156,461 shares; 2025Q4: 155,790 shares; 2026Q1: 144,489 shares; 2026Q2: 136,838 shares 136,838 $10.2M 0.11% -7,651 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,019 shares; 2024Q4: 171,112 shares; 2025Q1: 171,113 shares; 2025Q2: 261,358 shares; 2025Q3: 259,233 shares; 2025Q4: 260,131 shares; 2026Q1: 199,721 shares; 2026Q2: 202,411 shares 202,411 $10.2M 0.11% +2,690 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: 73,403 shares; 2024Q4: 74,216 shares; 2025Q1: 73,424 shares; 2025Q2: 75,374 shares; 2025Q3: 71,648 shares; 2025Q4: 72,695 shares; 2026Q1: 75,438 shares; 2026Q2: 74,349 shares 74,349 $10.2M 0.11% -1,089 Timeline DFGP 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: 167,570 shares; 2025Q1: 200,095 shares; 2025Q2: 203,531 shares; 2025Q3: 199,629 shares; 2025Q4: 187,890 shares; 2026Q1: 188,173 shares; 2026Q2: 186,495 shares 186,495 $10.2M 0.11% -1,678 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: 51,476 shares; 2024Q4: 45,856 shares; 2025Q1: 44,202 shares; 2025Q2: 39,973 shares; 2025Q3: 47,799 shares; 2025Q4: 74,966 shares; 2026Q1: 72,238 shares; 2026Q2: 72,570 shares 72,570 $10.1M 0.11% +332 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: 12,307 shares; 2024Q4: 13,253 shares; 2025Q1: 14,501 shares; 2025Q2: 15,183 shares; 2025Q3: 15,131 shares; 2025Q4: 14,200 shares; 2026Q1: 13,754 shares; 2026Q2: 13,699 shares 13,699 $10.1M 0.11% -55 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,328 shares; 2026Q1: 176,542 shares; 2026Q2: 167,403 shares 167,403 $10.1M 0.11% -9,139 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,931 shares; 2025Q3: 43,933 shares; 2025Q4: 43,541 shares; 2026Q1: 105,986 shares; 2026Q2: 106,091 shares 106,091 $10M 0.11% +105 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: 24,993 shares; 2024Q4: 24,610 shares; 2025Q1: 23,973 shares; 2025Q2: 23,105 shares; 2025Q3: 21,853 shares; 2025Q4: 21,275 shares; 2026Q1: 20,685 shares; 2026Q2: 20,033 shares 20,033 $9.95M 0.11% -652 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,146 shares; 2024Q4: 212,359 shares; 2025Q1: 209,333 shares; 2025Q2: 208,895 shares; 2025Q3: 210,105 shares; 2025Q4: 207,814 shares; 2026Q1: 204,073 shares; 2026Q2: 197,929 shares 197,929 $9.84M 0.1% -6,144 Timeline VCEB 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: 137,280 shares; 2024Q4: 138,303 shares; 2025Q1: 147,962 shares; 2025Q2: 143,858 shares; 2025Q3: 149,699 shares; 2025Q4: 145,425 shares; 2026Q1: 154,784 shares; 2026Q2: 156,747 shares 156,747 $9.84M 0.1% +1,963 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: 27,529 shares; 2024Q4: 27,530 shares; 2025Q1: 26,919 shares; 2025Q2: 26,900 shares; 2025Q3: 25,081 shares; 2025Q4: 24,432 shares; 2026Q1: 24,567 shares; 2026Q2: 24,652 shares 24,652 $9.71M 0.1% +85 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: 98,679 shares; 2024Q4: 103,180 shares; 2025Q1: 105,147 shares; 2025Q2: 112,203 shares; 2025Q3: 114,279 shares; 2025Q4: 117,571 shares; 2026Q1: 119,451 shares; 2026Q2: 114,826 shares 114,826 $9.6M 0.1% -4,625 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,790 shares; 2024Q4: 102,429 shares; 2025Q1: 99,482 shares; 2025Q2: 94,854 shares; 2025Q3: 93,943 shares; 2025Q4: 93,384 shares; 2026Q1: 87,966 shares; 2026Q2: 87,923 shares 87,923 $9.59M 0.1% -43 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: 140,158 shares; 2024Q4: 138,795 shares; 2025Q1: 138,307 shares; 2025Q2: 125,637 shares; 2025Q3: 116,921 shares; 2025Q4: 107,010 shares; 2026Q1: 92,401 shares; 2026Q2: 88,251 shares 88,251 $9.49M 0.1% -4,150 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,285 shares; 2024Q4: 55,525 shares; 2025Q1: 54,704 shares; 2025Q2: 56,798 shares; 2025Q3: 57,023 shares; 2025Q4: 57,190 shares; 2026Q1: 56,516 shares; 2026Q2: 57,618 shares 57,618 $9.43M 0.1% +1,102 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: 111,459 shares; 2024Q4: 110,832 shares; 2025Q1: 108,917 shares; 2025Q2: 108,979 shares; 2025Q3: 107,080 shares; 2025Q4: 105,304 shares; 2026Q1: 103,865 shares; 2026Q2: 99,094 shares 99,094 $8.99M 0.1% -4,771 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,440 shares; 2024Q4: 145,113 shares; 2025Q1: 143,900 shares; 2025Q2: 147,788 shares; 2025Q3: 146,151 shares; 2025Q4: 154,072 shares; 2026Q1: 191,796 shares; 2026Q2: 185,128 shares 185,128 $8.97M 0.1% -6,668 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: 26,268 shares; 2024Q4: 28,765 shares; 2025Q1: 29,613 shares; 2025Q2: 31,558 shares; 2025Q3: 32,628 shares; 2025Q4: 32,882 shares; 2026Q1: 34,545 shares; 2026Q2: 32,777 shares 32,777 $8.86M 0.09% -1,768 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: 37,076 shares; 2024Q4: 36,728 shares; 2025Q1: 35,580 shares; 2025Q2: 32,499 shares; 2025Q3: 30,807 shares; 2025Q4: 29,617 shares; 2026Q1: 28,830 shares; 2026Q2: 28,097 shares 28,097 $8.8M 0.09% -733 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,552 shares; 2024Q4: 142,940 shares; 2025Q1: 145,547 shares; 2025Q2: 147,832 shares; 2025Q3: 150,624 shares; 2025Q4: 152,561 shares; 2026Q1: 155,372 shares; 2026Q2: 155,700 shares 155,700 $8.52M 0.09% +328 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,374 shares; 2024Q4: 60,452 shares; 2025Q1: 59,430 shares; 2025Q2: 56,469 shares; 2025Q3: 56,587 shares; 2025Q4: 54,452 shares; 2026Q1: 53,427 shares; 2026Q2: 50,951 shares 50,951 $8.37M 0.09% -2,476 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: 105,663 shares; 2024Q4: 106,274 shares; 2025Q1: 104,130 shares; 2025Q2: 99,696 shares; 2025Q3: 97,111 shares; 2025Q4: 95,404 shares; 2026Q1: 90,305 shares; 2026Q2: 86,307 shares 86,307 $8.31M 0.09% -3,998 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: 51,772 shares; 2024Q4: 53,439 shares; 2025Q1: 51,918 shares; 2025Q2: 52,285 shares; 2025Q3: 54,342 shares; 2025Q4: 53,458 shares; 2026Q1: 52,752 shares; 2026Q2: 51,778 shares 51,778 $8.18M 0.09% -974 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: 120,561 shares; 2024Q4: 112,023 shares; 2025Q1: 115,567 shares; 2025Q2: 108,310 shares; 2025Q3: 100,420 shares; 2025Q4: 95,548 shares; 2026Q1: 90,159 shares; 2026Q2: 88,425 shares 88,425 $8.11M 0.09% -1,734 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: 6,942 shares; 2024Q4: 7,124 shares; 2025Q1: 6,953 shares; 2025Q2: 6,951 shares; 2025Q3: 6,911 shares; 2025Q4: 7,076 shares; 2026Q1: 6,962 shares; 2026Q2: 7,448 shares 7,448 $7.93M 0.08% +486 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: 62,962 shares; 2024Q4: 65,309 shares; 2025Q1: 63,641 shares; 2025Q2: 68,386 shares; 2025Q3: 70,637 shares; 2025Q4: 71,691 shares; 2026Q1: 71,083 shares; 2026Q2: 71,019 shares 71,019 $7.83M 0.08% -64 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: 9,244 shares; 2024Q4: 9,224 shares; 2025Q1: 9,319 shares; 2025Q2: 9,650 shares; 2025Q3: 9,617 shares; 2025Q4: 9,519 shares; 2026Q1: 8,170 shares; 2026Q2: 64,939 shares 64,939 $7.76M 0.08% +56,769 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,121 shares; 2024Q4: 272,240 shares; 2025Q1: 277,952 shares; 2025Q2: 270,499 shares; 2025Q3: 277,226 shares; 2025Q4: 292,678 shares; 2026Q1: 281,536 shares; 2026Q2: 278,676 shares 278,676 $7.72M 0.08% -2,860 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,085 shares; 2024Q4: 124,412 shares; 2025Q1: 124,713 shares; 2025Q2: 126,386 shares; 2025Q3: 123,954 shares; 2025Q4: 122,114 shares; 2026Q1: 128,677 shares; 2026Q2: 126,954 shares 126,954 $7.72M 0.08% -1,723 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: 73,047 shares; 2024Q4: 70,707 shares; 2025Q1: 70,700 shares; 2025Q2: 70,463 shares; 2025Q3: 69,164 shares; 2025Q4: 68,928 shares; 2026Q1: 70,322 shares; 2026Q2: 65,472 shares 65,472 $7.68M 0.08% -4,850 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,883 shares; 2024Q4: 49,104 shares; 2025Q1: 48,377 shares; 2025Q2: 48,412 shares; 2025Q3: 48,298 shares; 2025Q4: 47,926 shares; 2026Q1: 47,588 shares; 2026Q2: 46,208 shares 46,208 $7.61M 0.08% -1,380 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: 52,975 shares; 2024Q4: 52,975 shares; 2025Q1: 52,950 shares; 2025Q2: 52,880 shares; 2025Q3: 52,544 shares; 2025Q4: 52,385 shares; 2026Q1: 51,091 shares; 2026Q2: 50,785 shares 50,785 $7.44M 0.08% -306 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: 21,132 shares; 2024Q4: 23,225 shares; 2025Q1: 22,486 shares; 2025Q2: 24,362 shares; 2025Q3: 22,945 shares; 2025Q4: 22,350 shares; 2026Q1: 21,488 shares; 2026Q2: 21,073 shares 21,073 $7.25M 0.08% -415 Timeline SPMD 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: 75,303 shares; 2024Q4: 135,425 shares; 2025Q1: 128,122 shares; 2025Q2: 125,205 shares; 2025Q3: 124,575 shares; 2025Q4: 121,039 shares; 2026Q1: 106,608 shares; 2026Q2: 106,893 shares 106,893 $7.22M 0.08% +285 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71,487 shares 71,487 $6.93M 0.07% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,260 shares; 2024Q4: 205,607 shares; 2025Q1: 200,033 shares; 2025Q2: 195,324 shares; 2025Q3: 194,241 shares; 2025Q4: 188,156 shares; 2026Q1: 193,959 shares; 2026Q2: 188,992 shares 188,992 $6.83M 0.07% -4,967 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69,406 shares 69,406 $6.64M 0.07% new Timeline HYMB 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: 31,018 shares; 2024Q4: 33,328 shares; 2025Q1: 49,252 shares; 2025Q2: 55,181 shares; 2025Q3: 54,796 shares; 2025Q4: 236,944 shares; 2026Q1: 246,610 shares; 2026Q2: 254,007 shares 254,007 $6.46M 0.07% +7,397 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,414 shares; 2024Q4: 21,262 shares; 2025Q1: 21,540 shares; 2025Q2: 21,454 shares; 2025Q3: 21,350 shares; 2025Q4: 22,564 shares; 2026Q1: 21,350 shares; 2026Q2: 22,644 shares 22,644 $6.37M 0.07% +1,294 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: 19,325 shares; 2024Q4: 19,533 shares; 2025Q1: 19,444 shares; 2025Q2: 19,691 shares; 2025Q3: 19,278 shares; 2025Q4: 18,680 shares; 2026Q1: 18,598 shares; 2026Q2: 18,722 shares 18,722 $6.33M 0.07% +124 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,529 shares; 2024Q4: 128,820 shares; 2025Q1: 121,259 shares; 2025Q2: 117,650 shares; 2025Q3: 117,367 shares; 2025Q4: 116,941 shares; 2026Q1: 110,358 shares; 2026Q2: 109,088 shares 109,088 $6.17M 0.07% -1,270 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: 8,365 shares; 2024Q4: 11,110 shares; 2025Q1: 10,799 shares; 2025Q2: 10,868 shares; 2025Q3: 10,730 shares; 2025Q4: 11,128 shares; 2026Q1: 10,064 shares; 2026Q2: 10,882 shares 10,882 $6.13M 0.07% +818 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,616 shares; 2024Q4: 13,160 shares; 2025Q1: 21,817 shares; 2025Q2: 21,543 shares; 2025Q3: 20,533 shares; 2025Q4: 20,538 shares; 2026Q1: 20,539 shares; 2026Q2: 150,245 shares 150,245 $6.11M 0.07% +129,706 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: 53,595 shares; 2024Q4: 52,658 shares; 2025Q1: 48,165 shares; 2025Q2: 45,255 shares; 2025Q3: 42,922 shares; 2025Q4: 44,115 shares; 2026Q1: 49,014 shares; 2026Q2: 47,191 shares 47,191 $6.06M 0.06% -1,823 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: 6,256 shares; 2024Q4: 7,074 shares; 2025Q1: 6,985 shares; 2025Q2: 6,832 shares; 2025Q3: 6,780 shares; 2025Q4: 6,394 shares; 2026Q1: 6,778 shares; 2026Q2: 6,450 shares 6,450 $6.03M 0.06% -328 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,967 shares; 2024Q4: 64,134 shares; 2025Q1: 61,223 shares; 2025Q2: 57,836 shares; 2025Q3: 55,141 shares; 2025Q4: 51,720 shares; 2026Q1: 50,472 shares; 2026Q2: 48,363 shares 48,363 $5.95M 0.06% -2,109 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: 15,470 shares; 2024Q4: 17,968 shares; 2025Q1: 19,197 shares; 2025Q2: 17,403 shares; 2025Q3: 17,626 shares; 2025Q4: 17,358 shares; 2026Q1: 16,649 shares; 2026Q2: 15,910 shares 15,910 $5.86M 0.06% -739 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,914 shares; 2024Q4: 89,228 shares; 2025Q1: 88,574 shares; 2025Q2: 87,467 shares; 2025Q3: 87,153 shares; 2025Q4: 85,129 shares; 2026Q1: 83,722 shares; 2026Q2: 82,172 shares 82,172 $5.62M 0.06% -1,550 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,750 shares; 2024Q4: 83,335 shares; 2025Q1: 78,516 shares; 2025Q2: 75,719 shares; 2025Q3: 72,772 shares; 2025Q4: 70,610 shares; 2026Q1: 66,355 shares; 2026Q2: 64,015 shares 64,015 $5.61M 0.06% -2,340 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,515 shares; 2024Q4: 10,535 shares; 2025Q1: 13,767 shares; 2025Q2: 13,861 shares; 2025Q3: 13,791 shares; 2025Q4: 13,085 shares; 2026Q1: 10,928 shares; 2026Q2: 10,910 shares 10,910 $5.6M 0.06% -18 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: 801 shares; 2024Q4: 7,499 shares; 2025Q1: 7,404 shares; 2025Q2: 7,371 shares; 2025Q3: 7,242 shares; 2025Q4: 7,256 shares; 2026Q1: 7,477 shares; 2026Q2: 7,346 shares 7,346 $5.55M 0.06% -131 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: 17,219 shares; 2025Q1: 15,065 shares; 2025Q2: 15,109 shares; 2025Q3: 15,109 shares; 2025Q4: 9,505 shares; 2026Q1: 9,505 shares; 2026Q2: 207,614 shares 207,614 $5.43M 0.06% +198,109 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: 25,847 shares; 2024Q4: 27,407 shares; 2025Q1: 29,735 shares; 2025Q2: 41,999 shares; 2025Q3: 49,790 shares; 2025Q4: 69,207 shares; 2026Q1: 64,372 shares; 2026Q2: 63,043 shares 63,043 $5.39M 0.06% -1,329 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,578 shares; 2024Q4: 65,905 shares; 2025Q1: 64,385 shares; 2025Q2: 61,732 shares; 2025Q3: 58,937 shares; 2025Q4: 60,355 shares; 2026Q1: 57,086 shares; 2026Q2: 56,434 shares 56,434 $5.36M 0.06% -652 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: 11,859 shares; 2024Q4: 14,398 shares; 2025Q1: 13,805 shares; 2025Q2: 14,743 shares; 2025Q3: 14,511 shares; 2025Q4: 14,009 shares; 2026Q1: 12,312 shares; 2026Q2: 12,250 shares 12,250 $5.15M 0.05% -62 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: 30,629 shares; 2024Q4: 30,735 shares; 2025Q1: 31,149 shares; 2025Q2: 30,802 shares; 2025Q3: 30,816 shares; 2025Q4: 31,354 shares; 2026Q1: 32,212 shares; 2026Q2: 30,986 shares 30,986 $5.14M 0.05% -1,226 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,075 shares; 2024Q4: 71,805 shares; 2025Q1: 70,124 shares; 2025Q2: 68,925 shares; 2025Q3: 70,950 shares; 2025Q4: 65,578 shares; 2026Q1: 60,778 shares; 2026Q2: 57,542 shares 57,542 $5.06M 0.05% -3,236 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: 8,152 shares; 2024Q4: 8,076 shares; 2025Q1: 9,561 shares; 2025Q2: 9,474 shares; 2025Q3: 9,254 shares; 2025Q4: 9,118 shares; 2026Q1: 7,412 shares; 2026Q2: 7,047 shares 7,047 $4.96M 0.05% -365 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,959 shares; 2024Q4: 44,709 shares; 2025Q1: 44,095 shares; 2025Q2: 43,875 shares; 2025Q3: 42,754 shares; 2025Q4: 41,930 shares; 2026Q1: 42,772 shares; 2026Q2: 41,504 shares 41,504 $4.94M 0.05% -1,268 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,037 shares; 2024Q4: 30,667 shares; 2025Q1: 29,362 shares; 2025Q2: 32,460 shares; 2025Q3: 32,558 shares; 2025Q4: 32,435 shares; 2026Q1: 32,030 shares; 2026Q2: 30,933 shares 30,933 $4.85M 0.05% -1,097 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: 39,721 shares; 2024Q4: 44,108 shares; 2025Q1: 41,258 shares; 2025Q2: 43,246 shares; 2025Q3: 42,502 shares; 2025Q4: 43,760 shares; 2026Q1: 57,041 shares; 2026Q2: 54,771 shares 54,771 $4.81M 0.05% -2,270 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,543 shares; 2024Q4: 40,269 shares; 2025Q1: 39,744 shares; 2025Q2: 39,152 shares; 2025Q3: 39,708 shares; 2025Q4: 39,424 shares; 2026Q1: 37,986 shares; 2026Q2: 37,490 shares 37,490 $4.72M 0.05% -496 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,301 shares; 2024Q4: 137,825 shares; 2025Q1: 137,825 shares; 2025Q2: 137,957 shares; 2025Q3: 137,816 shares; 2025Q4: 137,927 shares; 2026Q1: 107,234 shares; 2026Q2: 106,845 shares 106,845 $4.68M 0.05% -389 Timeline JNK 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: 10,853 shares; 2024Q4: 27,687 shares; 2025Q1: 27,759 shares; 2025Q2: 28,503 shares; 2025Q3: 30,445 shares; 2025Q4: 34,526 shares; 2026Q1: 39,091 shares; 2026Q2: 48,499 shares 48,499 $4.67M 0.05% +9,408 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,826 shares; 2024Q4: 109,210 shares; 2025Q1: 109,311 shares; 2025Q2: 103,069 shares; 2025Q3: 102,503 shares; 2025Q4: 101,386 shares; 2026Q1: 94,960 shares; 2026Q2: 93,868 shares 93,868 $4.67M 0.05% -1,092 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: 4,093 shares; 2024Q4: 4,647 shares; 2025Q1: 4,004 shares; 2025Q2: 4,476 shares; 2025Q3: 4,386 shares; 2025Q4: 4,514 shares; 2026Q1: 4,349 shares; 2026Q2: 4,043 shares 4,043 $4.67M 0.05% -306 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,124 shares; 2024Q4: 60,211 shares; 2025Q1: 62,608 shares; 2025Q2: 63,275 shares; 2025Q3: 62,091 shares; 2025Q4: 64,032 shares; 2026Q1: 63,763 shares; 2026Q2: 61,013 shares 61,013 $4.61M 0.05% -2,750 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: 20,271 shares; 2024Q4: 20,778 shares; 2025Q1: 23,610 shares; 2025Q2: 23,475 shares; 2025Q3: 23,395 shares; 2025Q4: 22,997 shares; 2026Q1: 18,819 shares; 2026Q2: 18,036 shares 18,036 $4.61M 0.05% -783 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,551 shares; 2024Q4: 38,580 shares; 2025Q1: 39,190 shares; 2025Q2: 39,251 shares; 2025Q3: 40,103 shares; 2025Q4: 42,937 shares; 2026Q1: 43,827 shares; 2026Q2: 47,472 shares 47,472 $4.58M 0.05% +3,645 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 91,122 shares; 2026Q1: 86,775 shares; 2026Q2: 85,695 shares 85,695 $4.56M 0.05% -1,080 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,736 shares; 2024Q4: 30,029 shares; 2025Q1: 30,491 shares; 2025Q2: 30,519 shares; 2025Q3: 29,946 shares; 2025Q4: 29,946 shares; 2026Q1: 29,946 shares; 2026Q2: 30,008 shares 30,008 $4.43M 0.05% +62 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: 82,254 shares; 2024Q4: 85,891 shares; 2025Q1: 82,014 shares; 2025Q2: 85,269 shares; 2025Q3: 73,427 shares; 2025Q4: 75,947 shares; 2026Q1: 77,164 shares; 2026Q2: 77,360 shares 77,360 $4.41M 0.05% +196 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: 46,490 shares; 2024Q4: 60,554 shares; 2025Q1: 65,663 shares; 2025Q2: 70,487 shares; 2025Q3: 69,710 shares; 2025Q4: 65,656 shares; 2026Q1: 66,286 shares; 2026Q2: 60,554 shares 60,554 $4.34M 0.05% -5,732 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,796 shares; 2024Q4: 12,305 shares; 2025Q1: 12,558 shares; 2025Q2: 13,272 shares; 2025Q3: 13,128 shares; 2025Q4: 13,265 shares; 2026Q1: 13,105 shares; 2026Q2: 13,042 shares 13,042 $4.33M 0.05% -63 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,888 shares; 2024Q4: 26,941 shares; 2025Q1: 29,159 shares; 2025Q2: 30,930 shares; 2025Q3: 31,779 shares; 2025Q4: 32,897 shares; 2026Q1: 33,650 shares; 2026Q2: 32,365 shares 32,365 $4.3M 0.05% -1,285 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,447 shares; 2024Q4: 8,278 shares; 2025Q1: 7,848 shares; 2025Q2: 7,089 shares; 2025Q3: 6,874 shares; 2025Q4: 6,759 shares; 2026Q1: 6,751 shares; 2026Q2: 6,682 shares 6,682 $4.17M 0.04% -69 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,669 shares; 2024Q4: 206,569 shares; 2025Q1: 206,155 shares; 2025Q2: 205,449 shares; 2025Q3: 213,106 shares; 2025Q4: 210,832 shares; 2026Q1: 167,321 shares; 2026Q2: 165,267 shares 165,267 $4.08M 0.04% -2,054 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: 7,852 shares; 2024Q4: 7,974 shares; 2025Q1: 7,885 shares; 2025Q2: 7,971 shares; 2025Q3: 8,058 shares; 2025Q4: 8,056 shares; 2026Q1: 7,987 shares; 2026Q2: 7,982 shares 7,982 $4.07M 0.04% -5 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: 36,537 shares; 2024Q4: 36,336 shares; 2025Q1: 35,297 shares; 2025Q2: 14,217 shares; 2025Q3: 13,231 shares; 2025Q4: 12,334 shares; 2026Q1: 8,917 shares; 2026Q2: 9,699 shares 9,699 $4.03M 0.04% +782 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,810 shares; 2024Q4: 76,510 shares; 2025Q1: 75,452 shares; 2025Q2: 73,841 shares; 2025Q3: 71,871 shares; 2025Q4: 69,352 shares; 2026Q1: 67,078 shares; 2026Q2: 63,910 shares 63,910 $4.02M 0.04% -3,168 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,028 shares; 2024Q4: 12,492 shares; 2025Q1: 12,550 shares; 2025Q2: 12,534 shares; 2025Q3: 12,101 shares; 2025Q4: 15,485 shares; 2026Q1: 16,739 shares; 2026Q2: 31,604 shares 31,604 $3.94M 0.04% +14,865 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: 69,999 shares; 2024Q4: 70,360 shares; 2025Q1: 74,206 shares; 2025Q2: 83,936 shares; 2025Q3: 91,610 shares; 2025Q4: 77,084 shares; 2026Q1: 71,869 shares; 2026Q2: 67,594 shares 67,594 $3.91M 0.04% -4,275 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: 6,301 shares; 2024Q4: 6,432 shares; 2025Q1: 6,299 shares; 2025Q2: 6,271 shares; 2025Q3: 6,252 shares; 2025Q4: 6,279 shares; 2026Q1: 6,220 shares; 2026Q2: 6,047 shares 6,047 $3.84M 0.04% -173 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: 53,829 shares; 2024Q4: 45,622 shares; 2025Q1: 42,713 shares; 2025Q2: 40,685 shares; 2025Q3: 40,344 shares; 2025Q4: 39,080 shares; 2026Q1: 37,116 shares; 2026Q2: 37,057 shares 37,057 $3.83M 0.04% -59 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,157 shares; 2024Q4: 34,777 shares; 2025Q1: 35,305 shares; 2025Q2: 35,305 shares; 2025Q3: 35,560 shares; 2025Q4: 35,560 shares; 2026Q1: 36,303 shares; 2026Q2: 35,535 shares 35,535 $3.78M 0.04% -768 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,812 shares; 2024Q4: 25,331 shares; 2025Q1: 24,864 shares; 2025Q2: 26,796 shares; 2025Q3: 29,120 shares; 2025Q4: 29,060 shares; 2026Q1: 28,106 shares; 2026Q2: 28,108 shares 28,108 $3.72M 0.04% +2 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: 835 shares; 2024Q4: 889 shares; 2025Q1: 859 shares; 2025Q2: 841 shares; 2025Q3: 831 shares; 2025Q4: 841 shares; 2026Q1: 835 shares; 2026Q2: 20,698 shares 20,698 $3.69M 0.04% +19,863 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,097 shares; 2024Q4: 11,637 shares; 2025Q1: 11,504 shares; 2025Q2: 11,257 shares; 2025Q3: 9,954 shares; 2025Q4: 10,206 shares; 2026Q1: 10,148 shares; 2026Q2: 9,865 shares 9,865 $3.69M 0.04% -283 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,588 shares; 2024Q4: 39,805 shares; 2025Q1: 36,825 shares; 2025Q2: 35,692 shares; 2025Q3: 35,711 shares; 2025Q4: 33,983 shares; 2026Q1: 33,313 shares; 2026Q2: 33,428 shares 33,428 $3.66M 0.04% +115 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,487 shares; 2024Q4: 12,347 shares; 2025Q1: 11,792 shares; 2025Q2: 12,144 shares; 2025Q3: 13,335 shares; 2025Q4: 11,648 shares; 2026Q1: 13,438 shares; 2026Q2: 13,370 shares 13,370 $3.64M 0.04% -68 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,385 shares; 2025Q1: 50,426 shares; 2025Q2: 50,495 shares; 2025Q3: 50,558 shares; 2025Q4: 50,618 shares; 2026Q1: 37,362 shares; 2026Q2: 37,362 shares 37,362 $3.54M 0.04% 0 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: 22,246 shares; 2024Q4: 21,685 shares; 2025Q1: 20,696 shares; 2025Q2: 21,930 shares; 2025Q3: 22,323 shares; 2025Q4: 28,214 shares; 2026Q1: 28,472 shares; 2026Q2: 27,848 shares 27,848 $3.52M 0.04% -624 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,796 shares; 2025Q2: 102,274 shares; 2025Q3: 110,592 shares; 2025Q4: 113,753 shares; 2026Q1: 130,257 shares; 2026Q2: 128,125 shares 128,125 $3.47M 0.04% -2,132 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: 10,032 shares; 2024Q4: 10,375 shares; 2025Q1: 9,606 shares; 2025Q2: 9,592 shares; 2025Q3: 9,576 shares; 2025Q4: 9,580 shares; 2026Q1: 9,602 shares; 2026Q2: 9,673 shares 9,673 $3.43M 0.04% +71 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,117 shares; 2024Q4: 34,128 shares; 2025Q1: 34,133 shares; 2025Q2: 33,527 shares; 2025Q3: 32,450 shares; 2025Q4: 32,043 shares; 2026Q1: 30,428 shares; 2026Q2: 91,923 shares 91,923 $3.43M 0.04% +61,495 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: 28,202 shares; 2024Q4: 25,108 shares; 2025Q1: 24,582 shares; 2025Q2: 24,484 shares; 2025Q3: 24,271 shares; 2025Q4: 24,175 shares; 2026Q1: 19,089 shares; 2026Q2: 18,707 shares 18,707 $3.38M 0.04% -382 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: 24,341 shares; 2024Q4: 25,900 shares; 2025Q1: 26,929 shares; 2025Q2: 27,598 shares; 2025Q3: 27,720 shares; 2025Q4: 26,106 shares; 2026Q1: 23,419 shares; 2026Q2: 21,567 shares 21,567 $3.38M 0.04% -1,852 Timeline DFNM 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: 74,770 shares; 2024Q4: 76,491 shares; 2025Q1: 74,778 shares; 2025Q2: 69,668 shares; 2025Q3: 67,994 shares; 2025Q4: 70,743 shares; 2026Q1: 70,793 shares; 2026Q2: 69,130 shares 69,130 $3.34M 0.04% -1,663 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,963 shares; 2024Q4: 4,172 shares; 2025Q1: 4,202 shares; 2025Q2: 4,044 shares; 2025Q3: 4,135 shares; 2025Q4: 4,212 shares; 2026Q1: 3,294 shares; 2026Q2: 3,281 shares 3,281 $3.32M 0.04% -13 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,072 shares; 2025Q3: 14,314 shares; 2025Q4: 17,162 shares; 2026Q1: 16,512 shares; 2026Q2: 17,085 shares 17,085 $3.3M 0.04% +573 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,637 shares; 2024Q4: 67,833 shares; 2025Q1: 66,385 shares; 2025Q2: 65,106 shares; 2025Q3: 64,629 shares; 2025Q4: 65,032 shares; 2026Q1: 47,733 shares; 2026Q2: 48,963 shares 48,963 $3.29M 0.04% +1,230 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: 16,728 shares; 2024Q4: 14,547 shares; 2025Q1: 6,729 shares; 2025Q2: 6,208 shares; 2025Q3: 5,660 shares; 2025Q4: 9,306 shares; 2026Q1: 10,694 shares; 2026Q2: 11,204 shares 11,204 $3.28M 0.04% +510 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,489 shares; 2024Q4: 21,766 shares; 2025Q1: 22,780 shares; 2025Q2: 21,396 shares; 2025Q3: 21,137 shares; 2025Q4: 21,017 shares; 2026Q1: 20,635 shares; 2026Q2: 20,658 shares 20,658 $3.27M 0.03% +23 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,642 shares; 2024Q4: 77,029 shares; 2025Q1: 74,377 shares; 2025Q2: 71,995 shares; 2025Q3: 71,779 shares; 2025Q4: 69,702 shares; 2026Q1: 57,079 shares; 2026Q2: 56,416 shares 56,416 $3.25M 0.03% -663 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: 20,746 shares; 2024Q4: 21,116 shares; 2025Q1: 21,472 shares; 2025Q2: 21,475 shares; 2025Q3: 20,725 shares; 2025Q4: 19,416 shares; 2026Q1: 17,919 shares; 2026Q2: 15,834 shares 15,834 $3.25M 0.03% -2,085 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,932 shares; 2024Q4: 77,604 shares; 2025Q1: 73,220 shares; 2025Q2: 70,224 shares; 2025Q3: 71,513 shares; 2025Q4: 64,378 shares; 2026Q1: 60,995 shares; 2026Q2: 61,882 shares 61,882 $3.12M 0.03% +887 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,594 shares 33,594 $3.06M 0.03% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,774 shares; 2024Q4: 114,206 shares; 2025Q1: 120,338 shares; 2025Q2: 120,742 shares; 2025Q3: 125,588 shares; 2025Q4: 125,498 shares; 2026Q1: 86,666 shares; 2026Q2: 86,666 shares 86,666 $3.02M 0.03% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,143 shares; 2025Q4: 23,599 shares; 2026Q1: 23,668 shares; 2026Q2: 21,276 shares 21,276 $2.93M 0.03% -2,392 Timeline SPYX 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: 49,173 shares; 2024Q4: 48,356 shares; 2025Q1: 48,356 shares; 2025Q2: 48,732 shares; 2025Q3: 47,030 shares; 2025Q4: 46,873 shares; 2026Q1: 46,400 shares; 2026Q2: 47,368 shares 47,368 $2.89M 0.03% +968 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,681 shares; 2025Q2: 15,760 shares; 2025Q3: 17,398 shares; 2025Q4: 21,350 shares; 2026Q1: 23,867 shares; 2026Q2: 24,241 shares 24,241 $2.89M 0.03% +374 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: 17,679 shares; 2024Q4: 15,912 shares; 2025Q1: 15,363 shares; 2025Q2: 15,765 shares; 2025Q3: 15,435 shares; 2025Q4: 15,349 shares; 2026Q1: 15,254 shares; 2026Q2: 15,617 shares 15,617 $2.89M 0.03% +363 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,405 shares; 2024Q4: 22,775 shares; 2025Q1: 25,307 shares; 2025Q2: 34,011 shares; 2025Q3: 34,012 shares; 2025Q4: 34,013 shares; 2026Q1: 34,014 shares; 2026Q2: 34,014 shares 34,014 $2.79M 0.03% 0 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,798 shares; 2024Q4: 34,213 shares; 2025Q1: 33,809 shares; 2025Q2: 33,864 shares; 2025Q3: 32,156 shares; 2025Q4: 31,776 shares; 2026Q1: 29,639 shares; 2026Q2: 29,563 shares 29,563 $2.78M 0.03% -76 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,294 shares; 2024Q4: 35,294 shares; 2025Q1: 35,194 shares; 2025Q2: 35,094 shares; 2025Q3: 35,094 shares; 2025Q4: 35,094 shares; 2026Q1: 34,935 shares; 2026Q2: 34,935 shares 34,935 $2.72M 0.03% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,756 shares; 2024Q4: 22,234 shares; 2025Q1: 30,403 shares; 2025Q2: 30,607 shares; 2025Q3: 30,439 shares; 2025Q4: 28,586 shares; 2026Q1: 21,885 shares; 2026Q2: 32,440 shares 32,440 $2.72M 0.03% +10,555 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,286 shares; 2025Q1: 17,286 shares; 2025Q2: 19,411 shares; 2025Q3: 18,986 shares; 2025Q4: 18,986 shares; 2026Q1: 18,986 shares; 2026Q2: 18,986 shares 18,986 $2.7M 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,862 shares; 2024Q4: 2,784 shares; 2025Q1: 2,715 shares; 2025Q2: 2,657 shares; 2025Q3: 2,364 shares; 2025Q4: 2,397 shares; 2026Q1: 2,346 shares; 2026Q2: 2,279 shares 2,279 $2.68M 0.03% -67 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,336 shares; 2024Q4: 91,199 shares; 2025Q1: 86,994 shares; 2025Q2: 79,809 shares; 2025Q3: 76,210 shares; 2025Q4: 69,323 shares; 2026Q1: 64,136 shares; 2026Q2: 61,372 shares 61,372 $2.65M 0.03% -2,764 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,334 shares; 2024Q4: 6,316 shares; 2025Q1: 6,158 shares; 2025Q2: 6,474 shares; 2025Q3: 6,403 shares; 2025Q4: 6,229 shares; 2026Q1: 6,264 shares; 2026Q2: 6,164 shares 6,164 $2.63M 0.03% -100 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,008 shares; 2024Q4: 46,853 shares; 2025Q1: 49,179 shares; 2025Q2: 43,995 shares; 2025Q3: 42,930 shares; 2025Q4: 39,915 shares; 2026Q1: 39,513 shares; 2026Q2: 36,194 shares 36,194 $2.63M 0.03% -3,319 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,474 shares; 2024Q4: 22,274 shares; 2025Q1: 22,761 shares; 2025Q2: 22,761 shares; 2025Q3: 22,761 shares; 2025Q4: 22,396 shares; 2026Q1: 20,948 shares; 2026Q2: 74,410 shares 74,410 $2.61M 0.03% +53,462 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,190 shares; 2024Q4: 19,349 shares; 2025Q1: 21,041 shares; 2025Q2: 24,558 shares; 2025Q3: 24,490 shares; 2025Q4: 24,551 shares; 2026Q1: 24,297 shares; 2026Q2: 21,703 shares 21,703 $2.56M 0.03% -2,594 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,642 shares; 2024Q4: 95,544 shares; 2025Q1: 95,805 shares; 2025Q2: 113,653 shares; 2025Q3: 101,317 shares; 2025Q4: 88,367 shares; 2026Q1: 88,060 shares; 2026Q2: 86,895 shares 86,895 $2.52M 0.03% -1,165 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,462 shares; 2024Q4: 6,951 shares; 2025Q1: 7,287 shares; 2025Q2: 7,638 shares; 2025Q3: 7,616 shares; 2025Q4: 14,159 shares; 2026Q1: 12,930 shares; 2026Q2: 13,136 shares 13,136 $2.5M 0.03% +206 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: 3,758 shares; 2024Q4: 4,218 shares; 2025Q1: 3,954 shares; 2025Q2: 4,437 shares; 2025Q3: 4,779 shares; 2025Q4: 5,206 shares; 2026Q1: 4,012 shares; 2026Q2: 4,243 shares 4,243 $2.46M 0.03% +231 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,634 shares; 2024Q4: 31,552 shares; 2025Q1: 29,914 shares; 2025Q2: 29,625 shares; 2025Q3: 29,621 shares; 2025Q4: 29,231 shares; 2026Q1: 27,062 shares; 2026Q2: 26,884 shares 26,884 $2.44M 0.03% -178 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,482 shares; 2024Q4: 14,866 shares; 2025Q1: 15,347 shares; 2025Q2: 13,653 shares; 2025Q3: 13,109 shares; 2025Q4: 14,394 shares; 2026Q1: 14,613 shares; 2026Q2: 14,463 shares 14,463 $2.44M 0.03% -150 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: 13,380 shares; 2025Q1: 14,217 shares; 2025Q2: 13,974 shares; 2025Q3: 19,957 shares; 2025Q4: 19,133 shares; 2026Q1: 22,045 shares; 2026Q2: 20,906 shares 20,906 $2.44M 0.03% -1,139 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,887 shares; 2024Q4: 50,054 shares; 2025Q1: 50,524 shares; 2025Q2: 50,539 shares; 2025Q3: 50,539 shares; 2025Q4: 50,947 shares; 2026Q1: 50,943 shares; 2026Q2: 50,871 shares 50,871 $2.41M 0.03% -72 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,499 shares; 2024Q4: 38,862 shares; 2025Q1: 39,662 shares; 2025Q2: 39,362 shares; 2025Q3: 38,847 shares; 2025Q4: 38,401 shares; 2026Q1: 37,214 shares; 2026Q2: 51,542 shares 51,542 $2.4M 0.03% +14,328 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: 8,391 shares; 2024Q4: 8,380 shares; 2025Q1: 8,312 shares; 2025Q2: 7,662 shares; 2025Q3: 7,647 shares; 2025Q4: 7,656 shares; 2026Q1: 7,549 shares; 2026Q2: 7,527 shares 7,527 $2.37M 0.03% -22 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,620 shares; 2024Q4: 3,296 shares; 2025Q1: 3,794 shares; 2025Q2: 3,520 shares; 2025Q3: 3,595 shares; 2025Q4: 3,564 shares; 2026Q1: 3,321 shares; 2026Q2: 3,082 shares 3,082 $2.35M 0.03% -239 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,708 shares; 2024Q4: 56,063 shares; 2025Q1: 55,382 shares; 2025Q2: 55,207 shares; 2025Q3: 54,736 shares; 2025Q4: 54,737 shares; 2026Q1: 55,901 shares; 2026Q2: 55,611 shares 55,611 $2.26M 0.02% -290 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: 17 shares; 2024Q4: 18 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 5 shares; 2026Q2: 3 shares 3 $2.25M 0.02% -2 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,496 shares; 2024Q4: 12,465 shares; 2025Q1: 12,364 shares; 2025Q2: 12,727 shares; 2025Q3: 12,449 shares; 2025Q4: 12,616 shares; 2026Q1: 12,161 shares; 2026Q2: 12,102 shares 12,102 $2.24M 0.02% -59 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,321 shares; 2024Q4: 53,354 shares; 2025Q1: 53,309 shares; 2025Q2: 53,161 shares; 2025Q3: 52,144 shares; 2025Q4: 46,882 shares; 2026Q1: 42,076 shares; 2026Q2: 42,145 shares 42,145 $2.2M 0.02% +69 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,424 shares; 2024Q4: 29,641 shares; 2025Q1: 30,891 shares; 2025Q2: 32,470 shares; 2025Q3: 32,123 shares; 2025Q4: 28,926 shares; 2026Q1: 29,952 shares; 2026Q2: 30,379 shares 30,379 $2.18M 0.02% +427 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,036 shares; 2024Q4: 58,451 shares; 2025Q1: 54,738 shares; 2025Q2: 53,776 shares; 2025Q3: 53,416 shares; 2025Q4: 47,095 shares; 2026Q1: 46,338 shares; 2026Q2: 45,360 shares 45,360 $2.18M 0.02% -978 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: 29,517 shares; 2024Q4: 28,856 shares; 2025Q1: 28,922 shares; 2025Q2: 28,770 shares; 2025Q3: 28,369 shares; 2025Q4: 56,216 shares; 2026Q1: 54,385 shares; 2026Q2: 47,897 shares 47,897 $2.17M 0.02% -6,488 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,400 shares; 2024Q4: 43,208 shares; 2025Q1: 42,800 shares; 2025Q2: 44,722 shares; 2025Q3: 52,385 shares; 2025Q4: 53,211 shares; 2026Q1: 38,020 shares; 2026Q2: 42,826 shares 42,826 $2.15M 0.02% +4,806 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: 4,707 shares; 2024Q4: 4,817 shares; 2025Q1: 6,165 shares; 2025Q2: 8,045 shares; 2025Q3: 7,978 shares; 2025Q4: 8,886 shares; 2026Q1: 9,508 shares; 2026Q2: 9,578 shares 9,578 $2.12M 0.02% +70 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,738 shares; 2024Q4: 9,315 shares; 2025Q1: 9,317 shares; 2025Q2: 9,319 shares; 2025Q3: 9,320 shares; 2025Q4: 9,431 shares; 2026Q1: 9,433 shares; 2026Q2: 9,425 shares 9,425 $2.07M 0.02% -8 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,674 shares; 2024Q4: 4,541 shares; 2025Q1: 6,271 shares; 2025Q2: 8,183 shares; 2025Q3: 8,728 shares; 2025Q4: 10,450 shares; 2026Q1: 11,924 shares; 2026Q2: 11,630 shares 11,630 $2.05M 0.02% -294 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: 3,870 shares; 2024Q4: 4,817 shares; 2025Q1: 4,347 shares; 2025Q2: 4,327 shares; 2025Q3: 5,052 shares; 2025Q4: 4,780 shares; 2026Q1: 4,056 shares; 2026Q2: 4,082 shares 4,082 $2.05M 0.02% +26 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,370 shares 13,370 $2.02M 0.02% new Timeline RH RH More: the full row for RH 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: 12,020 shares; 2026Q2: 12,020 shares 12,020 $1.98M 0.02% 0 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: 11,483 shares; 2026Q1: 11,953 shares; 2026Q2: 11,939 shares 11,939 $1.95M 0.02% -14 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: 9,308 shares; 2024Q4: 9,788 shares; 2025Q1: 8,988 shares; 2025Q2: 7,762 shares; 2025Q3: 7,515 shares; 2025Q4: 8,021 shares; 2026Q1: 9,235 shares; 2026Q2: 9,181 shares 9,181 $1.92M 0.02% -54 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,930 shares; 2025Q1: 47,657 shares; 2025Q2: 48,110 shares; 2025Q3: 46,751 shares; 2025Q4: 41,975 shares; 2026Q1: 41,798 shares; 2026Q2: 41,249 shares 41,249 $1.9M 0.02% -549 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: 42,026 shares; 2024Q4: 41,533 shares; 2025Q1: 39,885 shares; 2025Q2: 38,261 shares; 2025Q3: 38,267 shares; 2025Q4: 35,902 shares; 2026Q1: 36,812 shares; 2026Q2: 35,123 shares 35,123 $1.9M 0.02% -1,689 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,388 shares; 2024Q4: 7,231 shares; 2025Q1: 14,088 shares; 2025Q2: 20,428 shares; 2025Q3: 20,529 shares; 2025Q4: 23,587 shares; 2026Q1: 23,889 shares; 2026Q2: 24,172 shares 24,172 $1.82M 0.02% +283 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: 21,756 shares; 2024Q4: 21,846 shares; 2025Q1: 21,703 shares; 2025Q2: 22,147 shares; 2025Q3: 21,654 shares; 2025Q4: 21,216 shares; 2026Q1: 24,933 shares; 2026Q2: 24,657 shares 24,657 $1.81M 0.02% -276 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: 4,408 shares; 2024Q4: 4,560 shares; 2025Q1: 4,679 shares; 2025Q2: 4,705 shares; 2025Q3: 4,714 shares; 2025Q4: 4,747 shares; 2026Q1: 4,869 shares; 2026Q2: 4,736 shares 4,736 $1.76M 0.02% -133 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: 8,831 shares; 2024Q4: 9,424 shares; 2025Q1: 9,078 shares; 2025Q2: 8,065 shares; 2025Q3: 8,080 shares; 2025Q4: 11,393 shares; 2026Q1: 10,990 shares; 2026Q2: 10,817 shares 10,817 $1.75M 0.02% -173 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: 3,362 shares; 2024Q4: 2,711 shares; 2025Q1: 3,514 shares; 2025Q2: 3,700 shares; 2025Q3: 3,689 shares; 2025Q4: 3,696 shares; 2026Q1: 4,065 shares; 2026Q2: 4,099 shares 4,099 $1.75M 0.02% +34 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: 29,454 shares; 2024Q4: 29,512 shares; 2025Q1: 29,331 shares; 2025Q2: 21,627 shares; 2025Q3: 19,576 shares; 2025Q4: 19,682 shares; 2026Q1: 20,775 shares; 2026Q2: 20,589 shares 20,589 $1.74M 0.02% -186 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,737 shares; 2024Q4: 9,979 shares; 2025Q1: 9,464 shares; 2025Q2: 9,926 shares; 2025Q3: 9,838 shares; 2025Q4: 9,833 shares; 2026Q1: 9,796 shares; 2026Q2: 7,724 shares 7,724 $1.72M 0.02% -2,072 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,042 shares; 2024Q4: 24,576 shares; 2025Q1: 28,155 shares; 2025Q2: 38,982 shares; 2025Q3: 63,942 shares; 2025Q4: 83,538 shares; 2026Q1: 76,908 shares; 2026Q2: 76,908 shares 76,908 $1.72M 0.02% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,262 shares; 2024Q4: 15,329 shares; 2025Q1: 15,282 shares; 2025Q2: 15,282 shares; 2025Q3: 15,259 shares; 2025Q4: 15,274 shares; 2026Q1: 15,000 shares; 2026Q2: 15,001 shares 15,001 $1.7M 0.02% +1 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,372 shares; 2024Q4: 5,643 shares; 2025Q1: 5,213 shares; 2025Q2: 5,417 shares; 2025Q3: 5,380 shares; 2025Q4: 5,486 shares; 2026Q1: 6,020 shares; 2026Q2: 6,274 shares 6,274 $1.7M 0.02% +254 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: 55,195 shares; 2024Q4: 56,233 shares; 2025Q1: 56,908 shares; 2025Q2: 57,398 shares; 2025Q3: 56,924 shares; 2025Q4: 57,111 shares; 2026Q1: 53,369 shares; 2026Q2: 52,896 shares 52,896 $1.69M 0.02% -473 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,617 shares; 2026Q2: 22,171 shares 22,171 $1.68M 0.02% +18,554 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,196 shares; 2024Q4: 14,103 shares; 2025Q1: 12,691 shares; 2025Q2: 13,900 shares; 2025Q3: 11,360 shares; 2025Q4: 11,251 shares; 2026Q1: 9,922 shares; 2026Q2: 9,311 shares 9,311 $1.66M 0.02% -611 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,080 shares; 2025Q1: 28,447 shares; 2025Q2: 28,447 shares; 2025Q3: 52,910 shares; 2025Q4: 70,392 shares; 2026Q1: 72,602 shares; 2026Q2: 72,602 shares 72,602 $1.66M 0.02% 0 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: 18,014 shares; 2024Q4: 20,562 shares; 2025Q1: 21,110 shares; 2025Q2: 21,825 shares; 2025Q3: 20,614 shares; 2025Q4: 19,624 shares; 2026Q1: 19,555 shares; 2026Q2: 19,880 shares 19,880 $1.64M 0.02% +325 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,623 shares; 2024Q4: 3,886 shares; 2025Q1: 3,606 shares; 2025Q2: 3,842 shares; 2025Q3: 3,660 shares; 2025Q4: 3,185 shares; 2026Q1: 3,235 shares; 2026Q2: 3,133 shares 3,133 $1.64M 0.02% -102 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,086 shares; 2024Q4: 28,717 shares; 2025Q1: 32,501 shares; 2025Q2: 32,946 shares; 2025Q3: 32,853 shares; 2025Q4: 32,641 shares; 2026Q1: 32,641 shares; 2026Q2: 33,872 shares 33,872 $1.62M 0.02% +1,231 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,926 shares; 2024Q4: 8,907 shares; 2025Q1: 8,150 shares; 2025Q2: 8,304 shares; 2025Q3: 8,305 shares; 2025Q4: 8,339 shares; 2026Q1: 7,908 shares; 2026Q2: 7,704 shares 7,704 $1.59M 0.02% -204 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,976 shares; 2024Q4: 146,739 shares; 2025Q1: 134,798 shares; 2025Q2: 125,028 shares; 2025Q3: 118,505 shares; 2025Q4: 13,125 shares; 2026Q1: 9,397 shares; 2026Q2: 7,532 shares 7,532 $1.54M 0.02% -1,865 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,154 shares; 2024Q4: 2,580 shares; 2025Q1: 2,340 shares; 2025Q2: 2,219 shares; 2025Q3: 2,190 shares; 2025Q4: 2,196 shares; 2026Q1: 2,187 shares; 2026Q2: 2,142 shares 2,142 $1.53M 0.02% -45 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: 1,758 shares; 2024Q4: 2,070 shares; 2025Q1: 2,023 shares; 2025Q2: 2,042 shares; 2025Q3: 2,014 shares; 2025Q4: 21,193 shares; 2026Q1: 19,885 shares; 2026Q2: 21,379 shares 21,379 $1.53M 0.02% +1,494 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,684 shares; 2024Q4: 34,684 shares; 2025Q1: 34,684 shares; 2025Q2: 34,684 shares; 2025Q3: 34,684 shares; 2025Q4: 34,684 shares; 2026Q1: 34,684 shares; 2026Q2: 34,684 shares 34,684 $1.5M 0.02% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,987 shares; 2024Q4: 47,728 shares; 2025Q1: 45,022 shares; 2025Q2: 44,301 shares; 2025Q3: 46,175 shares; 2025Q4: 45,229 shares; 2026Q1: 42,572 shares; 2026Q2: 41,133 shares 41,133 $1.49M 0.02% -1,439 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,844 shares; 2024Q4: 26,386 shares; 2025Q1: 25,634 shares; 2025Q2: 25,150 shares; 2025Q3: 24,609 shares; 2025Q4: 20,680 shares; 2026Q1: 16,393 shares; 2026Q2: 15,768 shares 15,768 $1.44M 0.02% -625 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,627 shares; 2025Q1: 13,401 shares; 2025Q2: 9,286 shares; 2025Q3: 9,402 shares; 2025Q4: 9,402 shares; 2026Q1: 9,919 shares; 2026Q2: 14,569 shares 14,569 $1.44M 0.02% +4,650 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,032 shares; 2024Q4: 7,034 shares; 2025Q1: 7,032 shares; 2025Q2: 7,300 shares; 2025Q3: 7,320 shares; 2025Q4: 4,109 shares; 2026Q1: 4,207 shares; 2026Q2: 4,207 shares 4,207 $1.44M 0.02% 0 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,813 shares; 2026Q2: 24,150 shares 24,150 $1.43M 0.02% +10,337 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,902 shares; 2024Q4: 43,872 shares; 2025Q1: 43,760 shares; 2025Q2: 47,822 shares; 2025Q3: 47,587 shares; 2025Q4: 47,565 shares; 2026Q1: 25,586 shares; 2026Q2: 26,389 shares 26,389 $1.37M 0.01% +803 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: 1,224 shares; 2024Q4: 1,260 shares; 2025Q1: 1,229 shares; 2025Q2: 1,228 shares; 2025Q3: 1,223 shares; 2025Q4: 1,239 shares; 2026Q1: 1,187 shares; 2026Q2: 1,187 shares 1,187 $1.34M 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342,803 shares; 2024Q4: 337,477 shares; 2025Q1: 330,450 shares; 2025Q2: 315,973 shares; 2025Q3: 306,266 shares; 2025Q4: 290,679 shares; 2026Q1: 73,045 shares; 2026Q2: 72,198 shares 72,198 $1.28M 0.01% -847 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,564 shares; 2024Q4: 10,922 shares; 2025Q1: 10,498 shares; 2025Q2: 11,455 shares; 2025Q3: 11,285 shares; 2025Q4: 10,740 shares; 2026Q1: 11,962 shares; 2026Q2: 12,225 shares 12,225 $1.27M 0.01% +263 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,802 shares; 2024Q4: 8,357 shares; 2025Q1: 7,987 shares; 2025Q2: 7,987 shares; 2025Q3: 6,512 shares; 2025Q4: 6,513 shares; 2026Q1: 6,513 shares; 2026Q2: 6,311 shares 6,311 $1.26M 0.01% -202 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,907 shares; 2024Q4: 12,143 shares; 2025Q1: 10,251 shares; 2025Q2: 10,280 shares; 2025Q3: 10,019 shares; 2025Q4: 9,087 shares; 2026Q1: 8,081 shares; 2026Q2: 8,199 shares 8,199 $1.24M 0.01% +118 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: 21,461 shares; 2024Q4: 22,248 shares; 2025Q1: 23,332 shares; 2025Q2: 20,667 shares; 2025Q3: 21,204 shares; 2025Q4: 20,792 shares; 2026Q1: 17,151 shares; 2026Q2: 17,139 shares 17,139 $1.23M 0.01% -12 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,636 shares; 2024Q4: 2,536 shares; 2025Q1: 2,520 shares; 2025Q2: 3,179 shares; 2025Q3: 3,209 shares; 2025Q4: 3,421 shares; 2026Q1: 2,484 shares; 2026Q2: 14,851 shares 14,851 $1.23M 0.01% +12,367 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: 62,799 shares; 2024Q4: 62,436 shares; 2025Q1: 66,850 shares; 2025Q2: 62,093 shares; 2025Q3: 60,340 shares; 2025Q4: 64,216 shares; 2026Q1: 51,684 shares; 2026Q2: 50,928 shares 50,928 $1.23M 0.01% -756 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,202 shares; 2024Q4: 13,190 shares; 2025Q1: 12,224 shares; 2025Q2: 12,191 shares; 2025Q3: 11,853 shares; 2025Q4: 11,503 shares; 2026Q1: 11,340 shares; 2026Q2: 11,142 shares 11,142 $1.22M 0.01% -198 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: 8,868 shares; 2024Q4: 9,188 shares; 2025Q1: 8,219 shares; 2025Q2: 8,195 shares; 2025Q3: 8,147 shares; 2025Q4: 7,927 shares; 2026Q1: 6,270 shares; 2026Q2: 4,036 shares 4,036 $1.2M 0.01% -2,234 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: 5,335 shares 5,335 $1.19M 0.01% new Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,555 shares; 2024Q4: 30,650 shares; 2025Q1: 30,324 shares; 2025Q2: 30,277 shares; 2025Q3: 27,011 shares; 2025Q4: 26,277 shares; 2026Q1: 25,685 shares; 2026Q2: 23,877 shares 23,877 $1.19M 0.01% -1,808 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: 32,545 shares; 2024Q4: 30,333 shares; 2025Q1: 28,614 shares; 2025Q2: 25,932 shares; 2025Q3: 26,028 shares; 2025Q4: 25,020 shares; 2026Q1: 24,764 shares; 2026Q2: 25,041 shares 25,041 $1.19M 0.01% +277 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,983 shares; 2024Q4: 31,598 shares; 2025Q1: 31,871 shares; 2025Q2: 38,646 shares; 2025Q3: 37,233 shares; 2025Q4: 34,304 shares; 2026Q1: 35,328 shares; 2026Q2: 37,500 shares 37,500 $1.19M 0.01% +2,172 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,904 shares; 2024Q4: 6,494 shares; 2025Q1: 3,859 shares; 2025Q2: 3,874 shares; 2025Q3: 3,920 shares; 2025Q4: 3,925 shares; 2026Q1: 4,454 shares; 2026Q2: 3,900 shares 3,900 $1.18M 0.01% -554 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: 5,326 shares 5,326 $1.18M 0.01% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,587 shares; 2024Q4: 10,644 shares; 2025Q1: 10,383 shares; 2025Q2: 10,237 shares; 2025Q3: 15,279 shares; 2025Q4: 15,392 shares; 2026Q1: 14,121 shares; 2026Q2: 14,159 shares 14,159 $1.17M 0.01% +38 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,769 shares; 2024Q4: 55,538 shares; 2025Q1: 56,007 shares; 2025Q2: 52,555 shares; 2025Q3: 52,145 shares; 2025Q4: 50,199 shares; 2026Q1: 50,199 shares; 2026Q2: 50,199 shares 50,199 $1.16M 0.01% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,028 shares; 2024Q4: 178,623 shares; 2025Q1: 174,733 shares; 2025Q2: 170,611 shares; 2025Q3: 163,324 shares; 2025Q4: 158,516 shares; 2026Q1: 130,671 shares; 2026Q2: 110,083 shares 110,083 $1.15M 0.01% -20,588 Timeline SHM 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: 28,905 shares; 2024Q4: 24,611 shares; 2025Q1: 24,422 shares; 2025Q2: 24,422 shares; 2025Q3: 24,467 shares; 2025Q4: 25,248 shares; 2026Q1: 24,017 shares; 2026Q2: 24,053 shares 24,053 $1.15M 0.01% +36 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,158 shares; 2024Q4: 6,069 shares; 2025Q1: 6,006 shares; 2025Q2: 6,255 shares; 2025Q3: 6,065 shares; 2025Q4: 6,090 shares; 2026Q1: 6,124 shares; 2026Q2: 6,054 shares 6,054 $1.15M 0.01% -70 Timeline DFIP 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: 12,833 shares; 2025Q1: 12,833 shares; 2025Q2: 12,833 shares; 2025Q3: 12,833 shares; 2025Q4: 12,833 shares; 2026Q1: 12,833 shares; 2026Q2: 27,733 shares 27,733 $1.14M 0.01% +14,900 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: 6,666 shares; 2024Q4: 6,842 shares; 2025Q1: 6,584 shares; 2025Q2: 4,123 shares; 2025Q3: 4,170 shares; 2025Q4: 4,322 shares; 2026Q1: 4,216 shares; 2026Q2: 3,883 shares 3,883 $1.13M 0.01% -333 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,301 shares 8,301 $1.13M 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,016 shares; 2024Q4: 16,545 shares; 2025Q1: 15,531 shares; 2025Q2: 19,158 shares; 2025Q3: 19,410 shares; 2025Q4: 19,628 shares; 2026Q1: 21,690 shares; 2026Q2: 9,491 shares 9,491 $1.12M 0.01% -12,199 Timeline VAW 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: 6,328 shares; 2024Q4: 6,065 shares; 2025Q1: 5,551 shares; 2025Q2: 5,555 shares; 2025Q3: 5,492 shares; 2025Q4: 5,233 shares; 2026Q1: 4,997 shares; 2026Q2: 4,878 shares 4,878 $1.12M 0.01% -119 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: 30,557 shares; 2024Q4: 26,909 shares; 2025Q1: 26,297 shares; 2025Q2: 25,658 shares; 2025Q3: 20,774 shares; 2025Q4: 20,329 shares; 2026Q1: 19,624 shares; 2026Q2: 18,917 shares 18,917 $1.09M 0.01% -707 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: 8,939 shares; 2024Q4: 11,913 shares; 2025Q1: 10,765 shares; 2025Q2: 10,478 shares; 2025Q3: 10,107 shares; 2025Q4: 10,257 shares; 2026Q1: 12,104 shares; 2026Q2: 11,360 shares 11,360 $1.09M 0.01% -744 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: 56,875 shares; 2024Q4: 54,082 shares; 2025Q1: 55,450 shares; 2025Q2: 55,590 shares; 2025Q3: 60,383 shares; 2025Q4: 57,696 shares; 2026Q1: 53,322 shares; 2026Q2: 52,296 shares 52,296 $1.08M 0.01% -1,026 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,996 shares; 2024Q4: 3,989 shares; 2025Q1: 4,012 shares; 2025Q2: 3,966 shares; 2025Q3: 4,202 shares; 2025Q4: 3,970 shares; 2026Q1: 4,009 shares; 2026Q2: 4,275 shares 4,275 $1.08M 0.01% +266 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,406 shares; 2024Q4: 7,498 shares; 2025Q1: 7,203 shares; 2025Q2: 7,132 shares; 2025Q3: 6,664 shares; 2025Q4: 8,222 shares; 2026Q1: 9,622 shares; 2026Q2: 8,579 shares 8,579 $1.07M 0.01% -1,043 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,525 shares; 2024Q4: 7,128 shares; 2025Q1: 6,828 shares; 2025Q2: 6,854 shares; 2025Q3: 8,290 shares; 2025Q4: 7,297 shares; 2026Q1: 7,106 shares; 2026Q2: 5,575 shares 5,575 $1.06M 0.01% -1,531 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,060 shares; 2024Q4: 8,868 shares; 2025Q1: 7,542 shares; 2025Q2: 6,976 shares; 2025Q3: 7,778 shares; 2025Q4: 9,752 shares; 2026Q1: 9,418 shares; 2026Q2: 10,541 shares 10,541 $1.06M 0.01% +1,123 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,256 shares; 2024Q4: 20,406 shares; 2025Q1: 18,076 shares; 2025Q2: 17,742 shares; 2025Q3: 17,797 shares; 2025Q4: 17,801 shares; 2026Q1: 16,415 shares; 2026Q2: 20,076 shares 20,076 $1.06M 0.01% +3,661 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,876 shares; 2024Q4: 36,401 shares; 2025Q1: 36,855 shares; 2025Q2: 36,938 shares; 2025Q3: 37,704 shares; 2025Q4: 38,061 shares; 2026Q1: 37,377 shares; 2026Q2: 36,532 shares 36,532 $1.06M 0.01% -845 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: 7,375 shares; 2025Q1: 7,120 shares; 2025Q2: 7,273 shares; 2025Q3: 7,039 shares; 2025Q4: 8,016 shares; 2026Q1: 7,989 shares; 2026Q2: 6,219 shares 6,219 $1.06M 0.01% -1,770 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: 12,770 shares; 2024Q4: 13,053 shares; 2025Q1: 12,801 shares; 2025Q2: 13,094 shares; 2025Q3: 12,145 shares; 2025Q4: 12,339 shares; 2026Q1: 11,361 shares; 2026Q2: 9,724 shares 9,724 $1.05M 0.01% -1,637 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,817 shares; 2024Q4: 11,442 shares; 2025Q1: 11,293 shares; 2025Q2: 11,061 shares; 2025Q3: 10,859 shares; 2025Q4: 10,635 shares; 2026Q1: 10,635 shares; 2026Q2: 10,506 shares 10,506 $1.04M 0.01% -129 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: 10,397 shares; 2024Q4: 10,298 shares; 2025Q1: 10,298 shares; 2025Q2: 10,264 shares; 2025Q3: 10,264 shares; 2025Q4: 10,248 shares; 2026Q1: 11,424 shares; 2026Q2: 13,368 shares 13,368 $1.01M 0.01% +1,944 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: 3,528 shares; 2024Q4: 3,288 shares; 2025Q1: 2,983 shares; 2025Q2: 2,980 shares; 2025Q3: 3,082 shares; 2025Q4: 2,964 shares; 2026Q1: 3,157 shares; 2026Q2: 3,307 shares 3,307 $1.01M 0.01% +150 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,799 shares; 2024Q4: 17,586 shares; 2025Q1: 16,842 shares; 2025Q2: 16,745 shares; 2025Q3: 16,706 shares; 2025Q4: 16,906 shares; 2026Q1: 16,424 shares; 2026Q2: 20,133 shares 20,133 $984K 0.01% +3,709 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: 2,461 shares; 2024Q4: 2,932 shares; 2025Q1: 2,782 shares; 2025Q2: 5,399 shares; 2025Q3: 5,331 shares; 2025Q4: 5,417 shares; 2026Q1: 4,894 shares; 2026Q2: 4,897 shares 4,897 $983K 0.01% +3 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,491 shares; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 2,484 shares; 2025Q3: 2,484 shares; 2025Q4: 2,484 shares; 2026Q1: 2,473 shares; 2026Q2: 2,473 shares 2,473 $981K 0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,694 shares; 2024Q4: 9,731 shares; 2025Q1: 9,668 shares; 2025Q2: 9,468 shares; 2025Q3: 8,164 shares; 2025Q4: 7,799 shares; 2026Q1: 9,914 shares; 2026Q2: 9,582 shares 9,582 $980K 0.01% -332 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,571 shares; 2024Q4: 7,747 shares; 2025Q1: 7,515 shares; 2025Q2: 6,780 shares; 2025Q3: 7,011 shares; 2025Q4: 7,036 shares; 2026Q1: 6,031 shares; 2026Q2: 6,033 shares 6,033 $978K 0.01% +2 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: 2,738 shares; 2024Q4: 3,199 shares; 2025Q1: 3,145 shares; 2025Q2: 3,121 shares; 2025Q3: 3,217 shares; 2025Q4: 3,339 shares; 2026Q1: 4,516 shares; 2026Q2: 4,374 shares 4,374 $975K 0.01% -142 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: 6,237 shares; 2024Q4: 5,063 shares; 2025Q1: 5,615 shares; 2025Q2: 5,529 shares; 2025Q3: 5,216 shares; 2025Q4: 5,358 shares; 2026Q1: 4,373 shares; 2026Q2: 4,470 shares 4,470 $968K 0.01% +97 Timeline DUHP 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: 7,535 shares; 2024Q4: 28,998 shares; 2025Q1: 29,308 shares; 2025Q2: 29,308 shares; 2025Q3: 29,308 shares; 2025Q4: 22,570 shares; 2026Q1: 22,512 shares; 2026Q2: 23,122 shares 23,122 $965K 0.01% +610 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 681 shares; 2025Q1: not reported; 2025Q2: 563 shares; 2025Q3: 1,332 shares; 2025Q4: 1,343 shares; 2026Q1: 1,339 shares; 2026Q2: 1,336 shares 1,336 $962K 0.01% -3 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: 5,435 shares; 2024Q4: 5,776 shares; 2025Q1: 5,401 shares; 2025Q2: 5,255 shares; 2025Q3: 5,257 shares; 2025Q4: 5,398 shares; 2026Q1: 4,925 shares; 2026Q2: 6,102 shares 6,102 $956K 0.01% +1,177 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,024 shares; 2024Q4: 22,336 shares; 2025Q1: 20,971 shares; 2025Q2: 21,011 shares; 2025Q3: 20,439 shares; 2025Q4: 20,344 shares; 2026Q1: 17,300 shares; 2026Q2: 21,076 shares 21,076 $951K 0.01% +3,776 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: 6,135 shares; 2024Q4: 5,879 shares; 2025Q1: 5,905 shares; 2025Q2: 5,933 shares; 2025Q3: 6,027 shares; 2025Q4: 6,384 shares; 2026Q1: 6,423 shares; 2026Q2: 6,323 shares 6,323 $949K 0.01% -100 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,113 shares; 2024Q4: 12,383 shares; 2025Q1: 11,858 shares; 2025Q2: 11,859 shares; 2025Q3: 12,220 shares; 2025Q4: 11,988 shares; 2026Q1: 11,393 shares; 2026Q2: 11,657 shares 11,657 $946K 0.01% +264 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,777 shares 12,777 $937K 0.01% new Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS 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: 29,424 shares 29,424 $925K 0.01% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,387 shares; 2025Q1: 6,570 shares; 2025Q2: 9,288 shares; 2025Q3: 9,197 shares; 2025Q4: 8,557 shares; 2026Q1: 9,740 shares; 2026Q2: 7,357 shares 7,357 $925K 0.01% -2,383 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,937 shares; 2024Q4: 4,937 shares; 2025Q1: 4,938 shares; 2025Q2: 5,614 shares; 2025Q3: 5,615 shares; 2025Q4: 5,542 shares; 2026Q1: 5,543 shares; 2026Q2: 5,542 shares 5,542 $924K 0.01% -1 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,342 shares; 2024Q4: 5,247 shares; 2025Q1: 5,063 shares; 2025Q2: 4,460 shares; 2025Q3: 4,273 shares; 2025Q4: 4,337 shares; 2026Q1: 4,333 shares; 2026Q2: 4,324 shares 4,324 $920K 0.01% -9 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,905 shares; 2024Q4: 17,070 shares; 2025Q1: 15,800 shares; 2025Q2: 15,454 shares; 2025Q3: 13,975 shares; 2025Q4: 14,009 shares; 2026Q1: 13,779 shares; 2026Q2: 13,587 shares 13,587 $919K 0.01% -192 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,306 shares; 2025Q1: 1,436 shares; 2025Q2: 1,436 shares; 2025Q3: 1,436 shares; 2025Q4: 1,457 shares; 2026Q1: 1,459 shares; 2026Q2: 1,465 shares 1,465 $914K 0.01% +6 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,856 shares; 2024Q4: 20,223 shares; 2025Q1: 19,155 shares; 2025Q2: 19,068 shares; 2025Q3: 21,100 shares; 2025Q4: 21,100 shares; 2026Q1: 21,100 shares; 2026Q2: 23,956 shares 23,956 $912K 0.01% +2,856 Timeline DFSB 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: 14,554 shares; 2024Q4: 15,499 shares; 2025Q1: 13,203 shares; 2025Q2: 13,212 shares; 2025Q3: 13,196 shares; 2025Q4: 13,196 shares; 2026Q1: 13,216 shares; 2026Q2: 17,068 shares 17,068 $889K 0.01% +3,852 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: 6,903 shares; 2024Q4: 8,151 shares; 2025Q1: 6,237 shares; 2025Q2: 5,722 shares; 2025Q3: 5,686 shares; 2025Q4: 5,686 shares; 2026Q1: 5,686 shares; 2026Q2: 5,686 shares 5,686 $889K 0.01% 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: 4,283 shares; 2024Q4: 4,418 shares; 2025Q1: 3,897 shares; 2025Q2: 4,047 shares; 2025Q3: 3,994 shares; 2025Q4: 3,979 shares; 2026Q1: 2,938 shares; 2026Q2: 2,932 shares 2,932 $877K 0.01% -6 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,115 shares; 2024Q4: 9,574 shares; 2025Q1: 10,179 shares; 2025Q2: 10,010 shares; 2025Q3: 9,566 shares; 2025Q4: 9,311 shares; 2026Q1: 7,894 shares; 2026Q2: 7,457 shares 7,457 $876K 0.01% -437 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: 20,719 shares; 2024Q4: 22,355 shares; 2025Q1: 19,691 shares; 2025Q2: 23,912 shares; 2025Q3: 23,292 shares; 2025Q4: 18,824 shares; 2026Q1: 19,837 shares; 2026Q2: 20,669 shares 20,669 $875K 0.01% +832 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,879 shares; 2024Q4: 11,879 shares; 2025Q1: 11,879 shares; 2025Q2: 11,879 shares; 2025Q3: 11,879 shares; 2025Q4: 11,879 shares; 2026Q1: 11,879 shares; 2026Q2: 11,879 shares 11,879 $870K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,290 shares; 2024Q4: 2,279 shares; 2025Q1: 2,305 shares; 2025Q2: 2,564 shares; 2025Q3: 3,239 shares; 2025Q4: 3,174 shares; 2026Q1: 3,652 shares; 2026Q2: 3,523 shares 3,523 $867K 0.01% -129 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: 18,508 shares; 2024Q4: 18,874 shares; 2025Q1: 17,655 shares; 2025Q2: 19,422 shares; 2025Q3: 17,427 shares; 2025Q4: 17,427 shares; 2026Q1: 22,845 shares; 2026Q2: 23,310 shares 23,310 $857K 0.01% +465 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,988 shares; 2024Q4: 4,001 shares; 2025Q1: 6,931 shares; 2025Q2: 7,220 shares; 2025Q3: 6,438 shares; 2025Q4: 6,463 shares; 2026Q1: 8,765 shares; 2026Q2: 8,773 shares 8,773 $856K 0.01% +8 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,271 shares; 2024Q4: 12,775 shares; 2025Q1: 13,310 shares; 2025Q2: 13,315 shares; 2025Q3: 13,323 shares; 2025Q4: 13,120 shares; 2026Q1: 13,064 shares; 2026Q2: 13,064 shares 13,064 $845K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 1,648 shares; 2025Q4: 1,656 shares; 2026Q1: 1,685 shares; 2026Q2: 1,720 shares 1,720 $844K 0.01% +35 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: 1,058 shares; 2024Q4: 1,245 shares; 2025Q1: 1,101 shares; 2025Q2: 1,254 shares; 2025Q3: 1,153 shares; 2025Q4: 1,189 shares; 2026Q1: 1,442 shares; 2026Q2: 1,619 shares 1,619 $840K 0.01% +177 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: 2,459 shares; 2024Q4: 2,344 shares; 2025Q1: 2,319 shares; 2025Q2: 2,319 shares; 2025Q3: 2,348 shares; 2025Q4: 2,348 shares; 2026Q1: 2,385 shares; 2026Q2: 2,400 shares 2,400 $813K 0.01% +15 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,269 shares; 2025Q3: 5,641 shares; 2025Q4: 8,331 shares; 2026Q1: 9,510 shares; 2026Q2: 9,640 shares 9,640 $812K 0.01% +130 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: 8,145 shares; 2024Q4: 7,854 shares; 2025Q1: 7,129 shares; 2025Q2: 6,930 shares; 2025Q3: 5,547 shares; 2025Q4: 5,517 shares; 2026Q1: 4,751 shares; 2026Q2: 4,605 shares 4,605 $808K 0.01% -146 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,355 shares; 2024Q4: 5,455 shares; 2025Q1: 5,473 shares; 2025Q2: 5,473 shares; 2025Q3: 5,473 shares; 2025Q4: 5,203 shares; 2026Q1: 5,203 shares; 2026Q2: 5,203 shares 5,203 $803K 0.01% 0 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,641 shares; 2024Q4: 18,259 shares; 2025Q1: 18,234 shares; 2025Q2: 17,416 shares; 2025Q3: 10,216 shares; 2025Q4: 10,219 shares; 2026Q1: 10,214 shares; 2026Q2: 10,373 shares 10,373 $796K 0.01% +159 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,434 shares; 2024Q4: 12,434 shares; 2025Q1: 12,434 shares; 2025Q2: 12,434 shares; 2025Q3: 12,434 shares; 2025Q4: 12,227 shares; 2026Q1: 12,227 shares; 2026Q2: 12,351 shares 12,351 $790K 0.01% +124 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,454 shares; 2024Q4: 18,495 shares; 2025Q1: 16,537 shares; 2025Q2: 16,537 shares; 2025Q3: 18,275 shares; 2025Q4: 18,275 shares; 2026Q1: 19,010 shares; 2026Q2: 19,010 shares 19,010 $789K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,313 shares; 2026Q1: 9,205 shares; 2026Q2: 10,121 shares 10,121 $787K 0.01% +916 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: 4,459 shares; 2024Q4: 4,725 shares; 2025Q1: 4,823 shares; 2025Q2: 4,840 shares; 2025Q3: 4,951 shares; 2025Q4: 4,952 shares; 2026Q1: 5,544 shares; 2026Q2: 4,888 shares 4,888 $781K 0.01% -656 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 759 shares; 2024Q4: 759 shares; 2025Q1: 759 shares; 2025Q2: 1,787 shares; 2025Q3: 1,791 shares; 2025Q4: 1,727 shares; 2026Q1: 1,870 shares; 2026Q2: 2,131 shares 2,131 $780K 0.01% +261 Timeline SPIP 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: 31,041 shares; 2024Q4: 31,041 shares; 2025Q1: 31,041 shares; 2025Q2: 31,041 shares; 2025Q3: 31,041 shares; 2025Q4: 30,477 shares; 2026Q1: 30,329 shares; 2026Q2: 30,245 shares 30,245 $777K 0.01% -84 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: 1,838 shares; 2024Q4: 2,385 shares; 2025Q1: 2,207 shares; 2025Q2: 2,316 shares; 2025Q3: 2,448 shares; 2025Q4: 2,428 shares; 2026Q1: 2,077 shares; 2026Q2: 2,316 shares 2,316 $765K 0.01% +239 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,970 shares; 2026Q1: 7,846 shares; 2026Q2: 7,265 shares 7,265 $750K 0.01% -581 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,378 shares; 2024Q4: 6,382 shares; 2025Q1: 5,206 shares; 2025Q2: 5,235 shares; 2025Q3: 5,031 shares; 2025Q4: 5,041 shares; 2026Q1: 5,042 shares; 2026Q2: 5,171 shares 5,171 $748K 0.01% +129 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: 1,815 shares; 2024Q4: 2,123 shares; 2025Q1: 1,824 shares; 2025Q2: 1,796 shares; 2025Q3: 1,801 shares; 2025Q4: 1,867 shares; 2026Q1: 2,181 shares; 2026Q2: 2,190 shares 2,190 $746K 0.01% +9 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: 12,144 shares; 2024Q4: 12,573 shares; 2025Q1: 12,674 shares; 2025Q2: 12,231 shares; 2025Q3: 12,550 shares; 2025Q4: 13,756 shares; 2026Q1: 12,326 shares; 2026Q2: 13,388 shares 13,388 $726K 0.01% +1,062 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,964 shares; 2025Q3: 1,748 shares; 2025Q4: not reported; 2026Q1: 2,415 shares; 2026Q2: 1,677 shares 1,677 $724K 0.01% -738 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,837 shares; 2024Q4: 67,748 shares; 2025Q1: 67,878 shares; 2025Q2: 68,203 shares; 2025Q3: 68,203 shares; 2025Q4: 63,083 shares; 2026Q1: 65,310 shares; 2026Q2: 63,499 shares 63,499 $723K 0.01% -1,811 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: 9,233 shares; 2024Q4: 9,812 shares; 2025Q1: 9,180 shares; 2025Q2: 9,183 shares; 2025Q3: 8,948 shares; 2025Q4: 8,725 shares; 2026Q1: 7,705 shares; 2026Q2: 6,415 shares 6,415 $717K 0.01% -1,290 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: 4,613 shares; 2024Q4: 4,384 shares; 2025Q1: 4,307 shares; 2025Q2: 4,245 shares; 2025Q3: 4,112 shares; 2025Q4: 4,093 shares; 2026Q1: 4,068 shares; 2026Q2: 4,210 shares 4,210 $712K 0.01% +142 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: 3,435 shares; 2024Q4: 3,435 shares; 2025Q1: 3,398 shares; 2025Q2: 4,097 shares; 2025Q3: 4,097 shares; 2025Q4: 3,874 shares; 2026Q1: 3,850 shares; 2026Q2: 3,850 shares 3,850 $708K 0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,622 shares; 2026Q2: 10,765 shares 10,765 $706K 0.01% +3,143 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: 5,854 shares; 2024Q4: 6,402 shares; 2025Q1: 5,829 shares; 2025Q2: 5,521 shares; 2025Q3: 5,472 shares; 2025Q4: 5,546 shares; 2026Q1: 5,271 shares; 2026Q2: 5,153 shares 5,153 $705K 0.01% -118 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,507 shares; 2024Q4: 2,507 shares; 2025Q1: 2,993 shares; 2025Q2: 2,993 shares; 2025Q3: 4,093 shares; 2025Q4: 4,093 shares; 2026Q1: 4,059 shares; 2026Q2: 4,059 shares 4,059 $704K 0.01% 0 Timeline SPXN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,556 shares; 2025Q1: 8,556 shares; 2025Q2: 8,556 shares; 2025Q3: 8,556 shares; 2025Q4: 8,556 shares; 2026Q1: 8,556 shares; 2026Q2: 8,556 shares 8,556 $704K 0.01% 0 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,978 shares; 2024Q4: 75,831 shares; 2025Q1: 71,093 shares; 2025Q2: 70,815 shares; 2025Q3: 70,815 shares; 2025Q4: 70,835 shares; 2026Q1: 70,815 shares; 2026Q2: 70,816 shares 70,816 $701K 0.01% +1 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,210 shares; 2024Q4: 5,210 shares; 2025Q1: 5,210 shares; 2025Q2: 5,235 shares; 2025Q3: 5,235 shares; 2025Q4: 5,156 shares; 2026Q1: 5,156 shares; 2026Q2: 5,460 shares 5,460 $696K 0.01% +304 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: 5,278 shares; 2024Q4: 6,300 shares; 2025Q1: 5,785 shares; 2025Q2: 5,944 shares; 2025Q3: 5,931 shares; 2025Q4: 9,989 shares; 2026Q1: 11,827 shares; 2026Q2: 12,698 shares 12,698 $674K 0.01% +871 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,549 shares; 2024Q4: 10,112 shares; 2025Q1: 9,432 shares; 2025Q2: 9,688 shares; 2025Q3: 9,607 shares; 2025Q4: 8,879 shares; 2026Q1: 9,662 shares; 2026Q2: 9,771 shares 9,771 $667K 0.01% +109 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: 11,448 shares; 2024Q4: 11,950 shares; 2025Q1: 11,817 shares; 2025Q2: 11,725 shares; 2025Q3: 11,213 shares; 2025Q4: 11,992 shares; 2026Q1: 11,818 shares; 2026Q2: 10,965 shares 10,965 $662K 0.01% -853 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,694 shares; 2024Q4: 26,592 shares; 2025Q1: 28,521 shares; 2025Q2: 24,538 shares; 2025Q3: 22,592 shares; 2025Q4: 22,765 shares; 2026Q1: 23,757 shares; 2026Q2: 24,074 shares 24,074 $659K 0.01% +317 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,380 shares; 2025Q4: 6,641 shares; 2026Q1: 6,812 shares; 2026Q2: 7,135 shares 7,135 $657K 0.01% +323 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,620 shares 13,620 $645K 0.01% new 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: 942 shares; 2024Q4: 977 shares; 2025Q1: 917 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 1,309 shares; 2026Q1: 1,302 shares; 2026Q2: 1,303 shares 1,303 $645K 0.01% +1 Timeline VMBS 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: 19,509 shares; 2025Q1: 13,746 shares; 2025Q2: 17,225 shares; 2025Q3: 16,439 shares; 2025Q4: 13,804 shares; 2026Q1: 13,813 shares; 2026Q2: 13,707 shares 13,707 $642K 0.01% -106 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,120 shares; 2025Q1: 2,929 shares; 2025Q2: 2,903 shares; 2025Q3: 2,865 shares; 2025Q4: 2,648 shares; 2026Q1: 2,640 shares; 2026Q2: 2,635 shares 2,635 $637K 0.01% -5 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,561 shares; 2024Q4: 9,546 shares; 2025Q1: 9,512 shares; 2025Q2: 9,512 shares; 2025Q3: 9,512 shares; 2025Q4: 9,516 shares; 2026Q1: 6,989 shares; 2026Q2: 6,989 shares 6,989 $634K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,412 shares; 2024Q4: 25,958 shares; 2025Q1: 20,980 shares; 2025Q2: 20,058 shares; 2025Q3: 11,724 shares; 2025Q4: 11,257 shares; 2026Q1: 11,150 shares; 2026Q2: 7,695 shares 7,695 $632K 0.01% -3,455 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,771 shares; 2024Q4: 2,821 shares; 2025Q1: 2,804 shares; 2025Q2: 2,803 shares; 2025Q3: 2,803 shares; 2025Q4: 2,807 shares; 2026Q1: 2,755 shares; 2026Q2: 1,755 shares 1,755 $630K 0.01% -1,000 Timeline DFAW 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: 5,279 shares; 2025Q3: 5,294 shares; 2025Q4: 5,243 shares; 2026Q1: 5,256 shares; 2026Q2: 7,606 shares 7,606 $630K 0.01% +2,350 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: 1,030 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 963 shares; 2025Q3: 1,003 shares; 2025Q4: 1,019 shares; 2026Q1: 979 shares; 2026Q2: 981 shares 981 $628K 0.01% +2 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,517 shares; 2024Q4: 12,529 shares; 2025Q1: 12,579 shares; 2025Q2: 13,557 shares; 2025Q3: 13,384 shares; 2025Q4: 15,672 shares; 2026Q1: 13,203 shares; 2026Q2: 12,936 shares 12,936 $628K 0.01% -267 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,153 shares; 2024Q4: 12,499 shares; 2025Q1: 11,371 shares; 2025Q2: 11,598 shares; 2025Q3: 11,702 shares; 2025Q4: 10,869 shares; 2026Q1: 11,735 shares; 2026Q2: 11,697 shares 11,697 $627K 0.01% -38 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,737 shares; 2024Q4: 17,023 shares; 2025Q1: 17,688 shares; 2025Q2: 18,133 shares; 2025Q3: 17,790 shares; 2025Q4: 17,853 shares; 2026Q1: 17,471 shares; 2026Q2: 16,899 shares 16,899 $626K 0.01% -572 Timeline IBTI 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: 12,298 shares; 2025Q3: 21,247 shares; 2025Q4: 27,964 shares; 2026Q1: 27,964 shares; 2026Q2: 27,964 shares 27,964 $619K 0.01% 0 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,430 shares; 2024Q4: 11,430 shares; 2025Q1: 11,430 shares; 2025Q2: 11,430 shares; 2025Q3: 11,430 shares; 2025Q4: 11,430 shares; 2026Q1: 11,430 shares; 2026Q2: 11,430 shares 11,430 $619K 0.01% 0 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,952 shares 7,952 $616K 0.01% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,500 shares; 2024Q4: 35,000 shares; 2025Q1: 42,608 shares; 2025Q2: 51,575 shares; 2025Q3: 51,575 shares; 2025Q4: 54,576 shares; 2026Q1: 64,000 shares; 2026Q2: 67,000 shares 67,000 $598K 0.01% +3,000 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,602 shares; 2024Q4: 7,638 shares; 2025Q1: 7,554 shares; 2025Q2: 7,742 shares; 2025Q3: 7,439 shares; 2025Q4: 7,326 shares; 2026Q1: 7,219 shares; 2026Q2: 7,350 shares 7,350 $591K 0.01% +131 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,280 shares; 2024Q4: 6,280 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares; 2026Q2: 8,200 shares 8,200 $589K 0.01% +1,000 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,478 shares; 2024Q4: 1,508 shares; 2025Q1: 1,554 shares; 2025Q2: 1,342 shares; 2025Q3: 1,321 shares; 2025Q4: 1,339 shares; 2026Q1: 1,310 shares; 2026Q2: 1,479 shares 1,479 $588K 0.01% +169 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,712 shares; 2024Q4: 5,697 shares; 2025Q1: 5,591 shares; 2025Q2: 4,688 shares; 2025Q3: 4,688 shares; 2025Q4: 4,538 shares; 2026Q1: 4,498 shares; 2026Q2: 4,805 shares 4,805 $585K 0.01% +307 Timeline VTWG 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: 2,008 shares; 2024Q4: 2,012 shares; 2025Q1: 2,015 shares; 2025Q2: 2,018 shares; 2025Q3: 2,021 shares; 2025Q4: 2,026 shares; 2026Q1: 2,029 shares; 2026Q2: 2,032 shares 2,032 $585K 0.01% +3 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,672 shares; 2024Q4: 2,878 shares; 2025Q1: 2,736 shares; 2025Q2: 2,750 shares; 2025Q3: 2,693 shares; 2025Q4: 2,765 shares; 2026Q1: 2,693 shares; 2026Q2: 2,690 shares 2,690 $583K 0.01% -3 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,129 shares; 2024Q4: 3,210 shares; 2025Q1: 3,144 shares; 2025Q2: 3,214 shares; 2025Q3: 3,120 shares; 2025Q4: 3,233 shares; 2026Q1: 3,417 shares; 2026Q2: 3,420 shares 3,420 $580K 0.01% +3 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,468 shares; 2024Q4: 8,232 shares; 2025Q1: 7,699 shares; 2025Q2: 6,946 shares; 2025Q3: 6,888 shares; 2025Q4: 6,849 shares; 2026Q1: 5,871 shares; 2026Q2: 5,651 shares 5,651 $578K 0.01% -220 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,963 shares; 2025Q1: 2,385 shares; 2025Q2: 2,534 shares; 2025Q3: 6,396 shares; 2025Q4: 1,756 shares; 2026Q1: 2,256 shares; 2026Q2: 2,258 shares 2,258 $575K 0.01% +2 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,694 shares; 2024Q4: 2,765 shares; 2025Q1: 2,568 shares; 2025Q2: 2,567 shares; 2025Q3: 2,587 shares; 2025Q4: 2,660 shares; 2026Q1: 2,237 shares; 2026Q2: 2,196 shares 2,196 $573K 0.01% -41 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: 4,293 shares; 2025Q3: 4,107 shares; 2025Q4: 4,257 shares; 2026Q1: 6,132 shares; 2026Q2: 6,133 shares 6,133 $573K 0.01% +1 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: 5,243 shares; 2024Q4: 5,343 shares; 2025Q1: 4,818 shares; 2025Q2: 4,883 shares; 2025Q3: 3,931 shares; 2025Q4: 3,757 shares; 2026Q1: 3,762 shares; 2026Q2: 3,762 shares 3,762 $572K 0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,420 shares; 2024Q4: 2,825 shares; 2025Q1: 2,567 shares; 2025Q2: 2,417 shares; 2025Q3: 2,405 shares; 2025Q4: 2,413 shares; 2026Q1: 2,308 shares; 2026Q2: 2,387 shares 2,387 $569K 0.01% +79 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,906 shares; 2024Q4: 4,906 shares; 2025Q1: 4,906 shares; 2025Q2: 4,906 shares; 2025Q3: 4,906 shares; 2025Q4: 4,006 shares; 2026Q1: 4,963 shares; 2026Q2: 4,037 shares 4,037 $555K 0.01% -926 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,358 shares; 2024Q4: 21,423 shares; 2025Q1: 21,456 shares; 2025Q2: 21,213 shares; 2025Q3: 21,261 shares; 2025Q4: 17,539 shares; 2026Q1: 17,566 shares; 2026Q2: 17,608 shares 17,608 $543K 0.01% +42 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,302 shares; 2024Q4: 3,573 shares; 2025Q1: not reported; 2025Q2: 3,036 shares; 2025Q3: 2,731 shares; 2025Q4: 2,895 shares; 2026Q1: 2,993 shares; 2026Q2: 3,067 shares 3,067 $541K 0.01% +74 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: 456 shares; 2024Q4: 531 shares; 2025Q1: 526 shares; 2025Q2: 456 shares; 2025Q3: 451 shares; 2025Q4: 486 shares; 2026Q1: 555 shares; 2026Q2: 550 shares 550 $538K 0.01% -5 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: 140 shares; 2024Q4: 146 shares; 2025Q1: 139 shares; 2025Q2: 141 shares; 2025Q3: 154 shares; 2025Q4: 156 shares; 2026Q1: 172 shares; 2026Q2: 168 shares 168 $537K 0.01% -4 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: 2,471 shares; 2024Q4: 2,616 shares; 2025Q1: 2,207 shares; 2025Q2: 2,228 shares; 2025Q3: 2,244 shares; 2025Q4: 2,349 shares; 2026Q1: 2,250 shares; 2026Q2: 2,251 shares 2,251 $535K 0.01% +1 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: 4,865 shares; 2024Q4: 4,967 shares; 2025Q1: 4,977 shares; 2025Q2: 5,040 shares; 2025Q3: 5,036 shares; 2025Q4: 5,028 shares; 2026Q1: 3,735 shares; 2026Q2: 3,506 shares 3,506 $531K 0.01% -229 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,531 shares; 2024Q4: 11,531 shares; 2025Q1: 11,531 shares; 2025Q2: 11,531 shares; 2025Q3: 11,531 shares; 2025Q4: 11,531 shares; 2026Q1: 11,531 shares; 2026Q2: 11,531 shares 11,531 $529K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,397 shares; 2024Q4: 3,384 shares; 2025Q1: 3,384 shares; 2025Q2: 3,397 shares; 2025Q3: 3,357 shares; 2025Q4: 3,564 shares; 2026Q1: 3,325 shares; 2026Q2: 3,384 shares 3,384 $525K 0.01% +59 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: 2,133 shares; 2024Q4: 2,163 shares; 2025Q1: 1,988 shares; 2025Q2: 1,860 shares; 2025Q3: 1,855 shares; 2025Q4: 1,906 shares; 2026Q1: 1,886 shares; 2026Q2: 1,881 shares 1,881 $524K 0.01% -5 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,339 shares; 2024Q4: 12,783 shares; 2025Q1: 13,940 shares; 2025Q2: 14,160 shares; 2025Q3: 19,492 shares; 2025Q4: 15,135 shares; 2026Q1: 15,787 shares; 2026Q2: 15,721 shares 15,721 $523K 0.01% -66 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,751 shares; 2024Q4: 3,864 shares; 2025Q1: 3,853 shares; 2025Q2: 4,017 shares; 2025Q3: 3,864 shares; 2025Q4: 3,912 shares; 2026Q1: 3,743 shares; 2026Q2: 3,385 shares 3,385 $522K 0.01% -358 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: 1,333 shares; 2024Q4: 1,445 shares; 2025Q1: 1,318 shares; 2025Q2: 1,228 shares; 2025Q3: 1,257 shares; 2025Q4: 1,332 shares; 2026Q1: 1,347 shares; 2026Q2: 1,492 shares 1,492 $514K 0.01% +145 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,205 shares; 2024Q4: 1,245 shares; 2025Q1: 1,105 shares; 2025Q2: 1,265 shares; 2025Q3: 1,243 shares; 2025Q4: 1,196 shares; 2026Q1: 1,109 shares; 2026Q2: 1,110 shares 1,110 $509K 0.01% +1 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: 7,066 shares; 2024Q4: 7,633 shares; 2025Q1: 6,932 shares; 2025Q2: 6,943 shares; 2025Q3: 6,708 shares; 2025Q4: 6,873 shares; 2026Q1: 3,428 shares; 2026Q2: 3,613 shares 3,613 $506K 0.01% +185 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,159 shares; 2024Q4: 3,584 shares; 2025Q1: 3,580 shares; 2025Q2: 3,446 shares; 2025Q3: 3,397 shares; 2025Q4: 2,998 shares; 2026Q1: 3,027 shares; 2026Q2: 3,162 shares 3,162 $502K 0.01% +135 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,327 shares; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: 1,447 shares; 2025Q4: 1,486 shares; 2026Q1: 1,419 shares; 2026Q2: 1,431 shares 1,431 $501K 0.01% +12 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: 901 shares; 2024Q4: 1,270 shares; 2025Q1: 912 shares; 2025Q2: 1,010 shares; 2025Q3: 916 shares; 2025Q4: 931 shares; 2026Q1: 923 shares; 2026Q2: 1,016 shares 1,016 $499K 0.01% +93 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,244 shares; 2024Q4: 3,312 shares; 2025Q1: 3,312 shares; 2025Q2: 3,312 shares; 2025Q3: 3,263 shares; 2025Q4: 3,231 shares; 2026Q1: 3,189 shares; 2026Q2: 3,161 shares 3,161 $496K 0.01% -28 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,745 shares; 2024Q4: 2,245 shares; 2025Q1: 2,151 shares; 2025Q2: 1,747 shares; 2025Q3: 1,807 shares; 2025Q4: 1,837 shares; 2026Q1: 2,163 shares; 2026Q2: 2,183 shares 2,183 $496K 0.01% +20 Timeline SPLV 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: 7,765 shares; 2024Q4: 7,765 shares; 2025Q1: 7,765 shares; 2025Q2: 7,606 shares; 2025Q3: 7,606 shares; 2025Q4: 7,606 shares; 2026Q1: 7,806 shares; 2026Q2: 6,589 shares 6,589 $493K 0.01% -1,217 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,511 shares; 2024Q4: 13,533 shares; 2025Q1: 13,892 shares; 2025Q2: 13,713 shares; 2025Q3: 13,589 shares; 2025Q4: 13,074 shares; 2026Q1: 13,074 shares; 2026Q2: 15,834 shares 15,834 $492K 0.01% +2,760 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,203 shares; 2024Q4: 1,210 shares; 2025Q1: 1,169 shares; 2025Q2: 1,180 shares; 2025Q3: 1,164 shares; 2025Q4: 1,165 shares; 2026Q1: 1,162 shares; 2026Q2: 1,162 shares 1,162 $484K 0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,790 shares; 2025Q2: 7,860 shares; 2025Q3: 7,860 shares; 2025Q4: 7,860 shares; 2026Q1: 7,840 shares; 2026Q2: 7,840 shares 7,840 $482K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,429 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,931 shares; 2025Q3: not reported; 2025Q4: 5,783 shares; 2026Q1: 5,583 shares; 2026Q2: 7,658 shares 7,658 $482K 0.01% +2,075 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,839 shares; 2024Q4: 1,885 shares; 2025Q1: 2,135 shares; 2025Q2: 2,097 shares; 2025Q3: 1,912 shares; 2025Q4: 1,865 shares; 2026Q1: 2,562 shares; 2026Q2: 2,884 shares 2,884 $481K 0.01% +322 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,020 shares; 2024Q4: 13,020 shares; 2025Q1: 13,020 shares; 2025Q2: 13,020 shares; 2025Q3: 13,020 shares; 2025Q4: 13,020 shares; 2026Q1: 13,020 shares; 2026Q2: 13,020 shares 13,020 $479K 0.01% 0 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: 1,580 shares; 2026Q1: 1,869 shares; 2026Q2: 1,870 shares 1,870 $478K 0.01% +1 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: 19,701 shares; 2024Q4: 9,368 shares; 2025Q1: 9,082 shares; 2025Q2: 8,632 shares; 2025Q3: 3,293 shares; 2025Q4: 3,330 shares; 2026Q1: 4,067 shares; 2026Q2: 3,938 shares 3,938 $478K 0.01% -129 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: 2,379 shares; 2024Q4: 2,227 shares; 2025Q1: 1,733 shares; 2025Q2: 2,177 shares; 2025Q3: 2,248 shares; 2025Q4: 2,271 shares; 2026Q1: 1,912 shares; 2026Q2: 1,919 shares 1,919 $477K 0.01% +7 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: not reported; 2026Q1: not reported; 2026Q2: 493 shares 493 $476K 0.01% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,820 shares; 2024Q4: 9,820 shares; 2025Q1: 10,130 shares; 2025Q2: 12,172 shares; 2025Q3: 16,172 shares; 2025Q4: 12,084 shares; 2026Q1: 12,804 shares; 2026Q2: 15,480 shares 15,480 $472K 0.01% +2,676 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,275 shares; 2025Q3: 2,315 shares; 2025Q4: 2,375 shares; 2026Q1: 3,140 shares; 2026Q2: 3,197 shares 3,197 $467K <0.01% +57 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: 6,224 shares; 2024Q4: 6,603 shares; 2025Q1: 5,748 shares; 2025Q2: 5,748 shares; 2025Q3: 5,756 shares; 2025Q4: 5,842 shares; 2026Q1: 5,572 shares; 2026Q2: 4,736 shares 4,736 $466K <0.01% -836 Timeline VGSH 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: 5,932 shares; 2024Q4: 8,438 shares; 2025Q1: 9,874 shares; 2025Q2: 9,944 shares; 2025Q3: 9,910 shares; 2025Q4: 10,186 shares; 2026Q1: 8,354 shares; 2026Q2: 7,938 shares 7,938 $462K <0.01% -416 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,947 shares; 2025Q3: 1,947 shares; 2025Q4: 1,947 shares; 2026Q1: 1,947 shares; 2026Q2: 2,353 shares 2,353 $461K <0.01% +406 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,692 shares; 2024Q4: 3,819 shares; 2025Q1: 3,924 shares; 2025Q2: 4,155 shares; 2025Q3: 5,489 shares; 2025Q4: 5,302 shares; 2026Q1: 4,910 shares; 2026Q2: 4,815 shares 4,815 $460K <0.01% -95 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: 6,123 shares; 2024Q4: 5,862 shares; 2025Q1: 5,779 shares; 2025Q2: 6,761 shares; 2025Q3: 5,902 shares; 2025Q4: 6,227 shares; 2026Q1: 5,704 shares; 2026Q2: 5,902 shares 5,902 $458K <0.01% +198 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,960 shares 8,960 $455K <0.01% new 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: 183,642 shares; 2024Q4: 180,547 shares; 2025Q1: 167,549 shares; 2025Q2: 152,433 shares; 2025Q3: 141,899 shares; 2025Q4: 107,911 shares; 2026Q1: 93,328 shares; 2026Q2: 18,457 shares 18,457 $453K <0.01% -74,871 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,261 shares; 2025Q2: 2,261 shares; 2025Q3: 2,261 shares; 2025Q4: 2,261 shares; 2026Q1: 2,347 shares; 2026Q2: 2,558 shares 2,558 $452K <0.01% +211 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,941 shares; 2024Q4: 4,393 shares; 2025Q1: 4,488 shares; 2025Q2: 4,408 shares; 2025Q3: 4,408 shares; 2025Q4: 4,393 shares; 2026Q1: 4,550 shares; 2026Q2: 4,138 shares 4,138 $451K <0.01% -412 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,706 shares; 2024Q4: 10,706 shares; 2025Q1: 10,706 shares; 2025Q2: 10,689 shares; 2025Q3: 10,689 shares; 2025Q4: 10,570 shares; 2026Q1: 10,526 shares; 2026Q2: 10,526 shares 10,526 $447K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,420 shares; 2024Q4: 1,621 shares; 2025Q1: 2,310 shares; 2025Q2: 2,478 shares; 2025Q3: 2,166 shares; 2025Q4: 2,167 shares; 2026Q1: 1,935 shares; 2026Q2: 1,967 shares 1,967 $440K <0.01% +32 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,049 shares; 2024Q4: 6,160 shares; 2025Q1: 6,063 shares; 2025Q2: 6,120 shares; 2025Q3: 6,012 shares; 2025Q4: 6,625 shares; 2026Q1: 5,985 shares; 2026Q2: 5,986 shares 5,986 $433K <0.01% +1 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,658 shares; 2024Q4: not reported; 2025Q1: 8,784 shares; 2025Q2: 5,753 shares; 2025Q3: 5,738 shares; 2025Q4: 6,209 shares; 2026Q1: 6,009 shares; 2026Q2: 5,722 shares 5,722 $432K <0.01% -287 Timeline FELV 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: 10,516 shares; 2024Q4: 10,730 shares; 2025Q1: 10,730 shares; 2025Q2: 10,730 shares; 2025Q3: 10,730 shares; 2025Q4: 10,730 shares; 2026Q1: 10,730 shares; 2026Q2: 10,730 shares 10,730 $430K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,083 shares; 2026Q1: 1,100 shares; 2026Q2: 1,104 shares 1,104 $426K <0.01% +4 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,496 shares; 2024Q4: 7,299 shares; 2025Q1: 7,236 shares; 2025Q2: 7,109 shares; 2025Q3: 6,774 shares; 2025Q4: 5,672 shares; 2026Q1: 5,352 shares; 2026Q2: 4,943 shares 4,943 $426K <0.01% -409 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,723 shares; 2024Q4: 1,740 shares; 2025Q1: 1,688 shares; 2025Q2: 1,689 shares; 2025Q3: 1,668 shares; 2025Q4: 1,675 shares; 2026Q1: 1,661 shares; 2026Q2: 1,661 shares 1,661 $418K <0.01% 0 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: 5,865 shares; 2024Q4: 8,024 shares; 2025Q1: 6,274 shares; 2025Q2: 5,453 shares; 2025Q3: 5,652 shares; 2025Q4: 5,651 shares; 2026Q1: 6,864 shares; 2026Q2: 6,584 shares 6,584 $410K <0.01% -280 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER 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: not reported; 2025Q4: not reported; 2026Q1: 12,515 shares; 2026Q2: 12,515 shares 12,515 $404K <0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,202 shares; 2026Q2: 5,165 shares 5,165 $399K <0.01% -37 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,316 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,440 shares; 2025Q3: 2,229 shares; 2025Q4: 2,074 shares; 2026Q1: 2,126 shares; 2026Q2: 1,184 shares 1,184 $396K <0.01% -942 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,905 shares; 2024Q4: not reported; 2025Q1: 7,415 shares; 2025Q2: 10,896 shares; 2025Q3: 7,415 shares; 2025Q4: 7,415 shares; 2026Q1: 7,622 shares; 2026Q2: 7,397 shares 7,397 $396K <0.01% -225 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,840 shares; 2024Q4: 10,989 shares; 2025Q1: 11,934 shares; 2025Q2: 11,142 shares; 2025Q3: 11,484 shares; 2025Q4: 11,608 shares; 2026Q1: 11,469 shares; 2026Q2: 14,577 shares 14,577 $392K <0.01% +3,108 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,126 shares; 2024Q4: 11,910 shares; 2025Q1: 9,470 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,169 shares; 2026Q1: 7,799 shares; 2026Q2: 7,799 shares 7,799 $390K <0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,911 shares; 2024Q4: 2,563 shares; 2025Q1: 2,563 shares; 2025Q2: 2,563 shares; 2025Q3: 2,576 shares; 2025Q4: 2,333 shares; 2026Q1: 3,015 shares; 2026Q2: 3,128 shares 3,128 $389K <0.01% +113 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,452 shares; 2024Q4: 1,521 shares; 2025Q1: 1,468 shares; 2025Q2: 1,496 shares; 2025Q3: 1,506 shares; 2025Q4: 1,499 shares; 2026Q1: 1,414 shares; 2026Q2: 1,384 shares 1,384 $388K <0.01% -30 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,224 shares; 2024Q4: 5,222 shares; 2025Q1: 4,226 shares; 2025Q2: 4,228 shares; 2025Q3: 4,228 shares; 2025Q4: 4,232 shares; 2026Q1: 4,234 shares; 2026Q2: 4,311 shares 4,311 $387K <0.01% +77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,833 shares 3,833 $387K <0.01% new Timeline