NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213,416 shares; 2025Q1: 200,768 shares; 2025Q2: not loaded; 2025Q3: 194,550 shares 194,550 $36.3M 5.64% Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,046 shares; 2025Q1: 75,918 shares; 2025Q2: not loaded; 2025Q3: 74,798 shares 74,798 $35M 5.44% Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,205 shares; 2025Q1: 50,637 shares; 2025Q2: not loaded; 2025Q3: 46,776 shares 46,776 $24.2M 3.76% Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,589 shares; 2025Q1: 25,490 shares; 2025Q2: not loaded; 2025Q3: 27,039 shares 27,039 $18.1M 2.81% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 202,077 shares; 2025Q1: 205,405 shares; 2025Q2: not loaded; 2025Q3: 192,054 shares 192,054 $15M 2.33% Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,435 shares; 2025Q1: 138,247 shares; 2025Q2: not loaded; 2025Q3: 142,486 shares 142,486 $14.3M 2.22% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,278 shares; 2025Q1: 20,147 shares; 2025Q2: not loaded; 2025Q3: 19,862 shares 19,862 $13.2M 2.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226,806 shares; 2025Q1: 239,491 shares; 2025Q2: not loaded; 2025Q3: 223,416 shares 223,416 $13.1M 2.04% Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,622 shares; 2025Q1: 52,947 shares; 2025Q2: not loaded; 2025Q3: 53,372 shares 53,372 $13M 2.02% Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191,303 shares; 2025Q1: 191,689 shares; 2025Q2: not loaded; 2025Q3: 186,379 shares 186,379 $12.2M 1.89% Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 516,309 shares; 2025Q1: 506,980 shares; 2025Q2: not loaded; 2025Q3: 521,927 shares 521,927 $12.1M 1.87% Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,080 shares; 2025Q1: 119,138 shares; 2025Q2: not loaded; 2025Q3: 133,921 shares 133,921 $11.7M 1.82% Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,480 shares; 2025Q1: 57,023 shares; 2025Q2: not loaded; 2025Q3: 58,179 shares 58,179 $11.3M 1.76% Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,442 shares; 2025Q1: 49,711 shares; 2025Q2: not loaded; 2025Q3: 49,157 shares 49,157 $10M 1.55% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,653 shares; 2025Q1: 28,703 shares; 2025Q2: not loaded; 2025Q3: 28,486 shares 28,486 $8.99M 1.4% Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,679 shares; 2025Q1: 86,685 shares; 2025Q2: not loaded; 2025Q3: 95,529 shares 95,529 $8.56M 1.33% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,498 shares; 2025Q1: 9,378 shares; 2025Q2: not loaded; 2025Q3: 9,227 shares 9,227 $8.54M 1.33% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,138 shares; 2025Q1: 106,440 shares; 2025Q2: not loaded; 2025Q3: 101,224 shares 101,224 $8.09M 1.26% Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,845 shares; 2025Q1: 32,789 shares; 2025Q2: not loaded; 2025Q3: 34,329 shares 34,329 $7.95M 1.23% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,293 shares; 2025Q1: 10,406 shares; 2025Q2: not loaded; 2025Q3: 9,810 shares 9,810 $7.49M 1.16% Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,764 shares; 2025Q1: 21,100 shares; 2025Q2: not loaded; 2025Q3: 22,295 shares 22,295 $7.36M 1.14% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,492 shares; 2025Q1: 105,965 shares; 2025Q2: not loaded; 2025Q3: 108,157 shares 108,157 $7.17M 1.11% Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,031 shares; 2025Q1: 78,166 shares; 2025Q2: not loaded; 2025Q3: 92,984 shares 92,984 $6.31M 0.98% Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,111 shares; 2025Q1: 56,946 shares; 2025Q2: not loaded; 2025Q3: 52,114 shares 52,114 $6.19M 0.96% Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,781 shares; 2025Q1: 109,270 shares; 2025Q2: not loaded; 2025Q3: 119,257 shares 119,257 $6.03M 0.94% Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,387 shares; 2025Q1: 121,234 shares; 2025Q2: not loaded; 2025Q3: 115,238 shares 115,238 $5.91M 0.92% Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,344 shares; 2025Q1: 28,151 shares; 2025Q2: not loaded; 2025Q3: 28,368 shares 28,368 $5.56M 0.86% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,698 shares; 2025Q1: 9,277 shares; 2025Q2: not loaded; 2025Q3: 9,133 shares 9,133 $5.48M 0.85% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,496 shares; 2025Q1: 31,790 shares; 2025Q2: not loaded; 2025Q3: 33,595 shares 33,595 $5.16M 0.8% Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,723 shares; 2025Q1: 67,882 shares; 2025Q2: not loaded; 2025Q3: 72,791 shares 72,791 $4.91M 0.76% Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,119 shares; 2025Q1: 48,367 shares; 2025Q2: not loaded; 2025Q3: 51,395 shares 51,395 $4.89M 0.76% Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,249 shares; 2025Q1: 31,129 shares; 2025Q2: not loaded; 2025Q3: 30,337 shares 30,337 $4.71M 0.73% Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,023 shares; 2025Q1: 11,722 shares; 2025Q2: not loaded; 2025Q3: 13,630 shares 13,630 $4.65M 0.72% Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,963 shares; 2025Q1: 33,082 shares; 2025Q2: not loaded; 2025Q3: 31,613 shares 31,613 $4.6M 0.72% Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,448 shares; 2025Q1: 66,623 shares; 2025Q2: not loaded; 2025Q3: 74,703 shares 74,703 $4.48M 0.7% Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,501 shares; 2025Q1: 124,481 shares; 2025Q2: not loaded; 2025Q3: 128,282 shares 128,282 $4.48M 0.7% Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,298 shares; 2025Q1: 16,370 shares; 2025Q2: not loaded; 2025Q3: 16,613 shares 16,613 $4.05M 0.63% Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,182 shares; 2025Q1: 13,182 shares; 2025Q2: not loaded; 2025Q3: 11,912 shares 11,912 $3.81M 0.59% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,663 shares; 2025Q1: 8,630 shares; 2025Q2: not loaded; 2025Q3: 8,674 shares 8,674 $3.66M 0.57% Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,885 shares; 2025Q1: 40,016 shares; 2025Q2: not loaded; 2025Q3: 41,552 shares 41,552 $3.52M 0.55% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,588 shares; 2025Q1: 24,348 shares; 2025Q2: not loaded; 2025Q3: 23,774 shares 23,774 $3.35M 0.52% Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,343 shares; 2025Q1: 21,261 shares; 2025Q2: not loaded; 2025Q3: 17,427 shares 17,427 $3.23M 0.5% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,920 shares; 2025Q1: 15,885 shares; 2025Q2: not loaded; 2025Q3: 14,650 shares 14,650 $3.16M 0.49% Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,039 shares; 2025Q1: 25,954 shares; 2025Q2: not loaded; 2025Q3: 25,789 shares 25,789 $3.11M 0.48% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,054 shares; 2025Q1: 42,821 shares; 2025Q2: not loaded; 2025Q3: 51,935 shares 51,935 $3.11M 0.48% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,344 shares; 2025Q1: 42,352 shares; 2025Q2: not loaded; 2025Q3: 44,553 shares 44,553 $3.05M 0.47% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,635 shares; 2025Q1: 29,384 shares; 2025Q2: not loaded; 2025Q3: 26,877 shares 26,877 $3.03M 0.47% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,309 shares; 2025Q1: 4,507 shares; 2025Q2: not loaded; 2025Q3: 4,873 shares 4,873 $2.98M 0.46% Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,764 shares; 2025Q1: 4,973 shares; 2025Q2: not loaded; 2025Q3: 5,195 shares 5,195 $2.95M 0.46% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,382 shares; 2025Q1: 26,125 shares; 2025Q2: not loaded; 2025Q3: 25,569 shares 25,569 $2.93M 0.45% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,721 shares; 2025Q1: 11,405 shares; 2025Q2: not loaded; 2025Q3: 10,236 shares 10,236 $2.86M 0.44% Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,493 shares; 2025Q1: 31,123 shares; 2025Q2: not loaded; 2025Q3: 30,502 shares 30,502 $2.84M 0.44% Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,568 shares; 2025Q1: 53,898 shares; 2025Q2: not loaded; 2025Q3: 60,598 shares 60,598 $2.83M 0.44% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,559 shares; 2025Q1: 10,011 shares; 2025Q2: not loaded; 2025Q3: 9,990 shares 9,990 $2.82M 0.44% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,529 shares; 2025Q1: 23,099 shares; 2025Q2: not loaded; 2025Q3: 59,513 shares 59,513 $2.76M 0.43% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,408 shares; 2025Q1: 3,463 shares; 2025Q2: not loaded; 2025Q3: 3,635 shares 3,635 $2.67M 0.41% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,463 shares; 2025Q1: 5,433 shares; 2025Q2: not loaded; 2025Q3: 5,423 shares 5,423 $2.66M 0.41% Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,195 shares; 2025Q1: 9,710 shares; 2025Q2: not loaded; 2025Q3: 9,426 shares 9,426 $2.65M 0.41% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,609 shares; 2025Q1: 13,498 shares; 2025Q2: not loaded; 2025Q3: 10,885 shares 10,885 $2.57M 0.4% Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,200 shares; 2025Q1: 18,730 shares; 2025Q2: not loaded; 2025Q3: 24,730 shares 24,730 $2.56M 0.4% Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,722 shares; 2025Q1: 26,662 shares; 2025Q2: not loaded; 2025Q3: 27,166 shares 27,166 $2.54M 0.39% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,917 shares; 2025Q1: 16,265 shares; 2025Q2: not loaded; 2025Q3: 16,746 shares 16,746 $2.42M 0.38% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,342 shares; 2025Q1: 8,087 shares; 2025Q2: not loaded; 2025Q3: 9,151 shares 9,151 $2.3M 0.36% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,592 shares; 2025Q1: 29,916 shares; 2025Q2: not loaded; 2025Q3: 27,329 shares 27,329 $2.29M 0.36% Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,422 shares; 2025Q1: 8,430 shares; 2025Q2: not loaded; 2025Q3: 8,357 shares 8,357 $2.29M 0.36% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,309 shares; 2025Q1: 2,326 shares; 2025Q2: not loaded; 2025Q3: 2,829 shares 2,829 $2.25M 0.35% Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,412 shares; 2025Q1: 22,347 shares; 2025Q2: not loaded; 2025Q3: 20,949 shares 20,949 $2.16M 0.34% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,688 shares; 2025Q1: 5,667 shares; 2025Q2: not loaded; 2025Q3: 5,745 shares 5,745 $2.15M 0.33% Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,118 shares; 2025Q1: 16,543 shares; 2025Q2: not loaded; 2025Q3: 26,556 shares 26,556 $2.12M 0.33% Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,793 shares; 2025Q1: 1,843 shares; 2025Q2: not loaded; 2025Q3: 1,962 shares 1,962 $2.12M 0.33% Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,877 shares; 2025Q1: 38,343 shares; 2025Q2: not loaded; 2025Q3: 39,120 shares 39,120 $2.12M 0.33% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 312 shares; 2025Q1: 364 shares; 2025Q2: not loaded; 2025Q3: 391 shares 391 $2.11M 0.33% Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,599 shares; 2025Q1: 8,500 shares; 2025Q2: not loaded; 2025Q3: 8,581 shares 8,581 $2.08M 0.32% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,238 shares; 2025Q1: 24,516 shares; 2025Q2: not loaded; 2025Q3: 22,470 shares 22,470 $2.03M 0.32% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,450 shares; 2025Q1: 5,339 shares; 2025Q2: not loaded; 2025Q3: 5,426 shares 5,426 $1.93M 0.3% Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,352 shares; 2025Q1: 27,473 shares; 2025Q2: not loaded; 2025Q3: 13,067 shares 13,067 $1.9M 0.3% Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,621 shares; 2025Q2: not loaded; 2025Q3: 1,631 shares 1,631 $1.9M 0.3% Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,835 shares; 2025Q1: 14,570 shares; 2025Q2: not loaded; 2025Q3: 19,309 shares 19,309 $1.86M 0.29% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,272 shares; 2025Q1: 6,308 shares; 2025Q2: not loaded; 2025Q3: 7,027 shares 7,027 $1.83M 0.28% Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,515 shares; 2025Q1: 5,515 shares; 2025Q2: not loaded; 2025Q3: 5,565 shares 5,565 $1.83M 0.28% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,366 shares; 2025Q1: 25,366 shares; 2025Q2: not loaded; 2025Q3: 25,366 shares 25,366 $1.81M 0.28% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,128 shares; 2025Q1: 13,745 shares; 2025Q2: not loaded; 2025Q3: 12,589 shares 12,589 $1.75M 0.27% Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,543 shares; 2025Q1: 5,519 shares; 2025Q2: not loaded; 2025Q3: 5,598 shares 5,598 $1.7M 0.26% Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,984 shares; 2025Q1: 12,639 shares; 2025Q2: not loaded; 2025Q3: 19,316 shares 19,316 $1.7M 0.26% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,956 shares; 2025Q1: 19,712 shares; 2025Q2: not loaded; 2025Q3: 18,558 shares 18,558 $1.7M 0.26% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,331 shares; 2025Q1: 6,170 shares; 2025Q2: not loaded; 2025Q3: 11,636 shares 11,636 $1.7M 0.26% Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,099 shares; 2025Q1: 7,059 shares; 2025Q2: not loaded; 2025Q3: 6,899 shares 6,899 $1.65M 0.26% Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,202 shares; 2025Q1: 8,104 shares; 2025Q2: not loaded; 2025Q3: 8,104 shares 8,104 $1.65M 0.26% Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,748 shares; 2025Q1: 49,748 shares; 2025Q2: not loaded; 2025Q3: 70,165 shares 70,165 $1.61M 0.25% Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,404 shares; 2025Q1: 44,086 shares; 2025Q2: not loaded; 2025Q3: 42,344 shares 42,344 $1.61M 0.25% Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,235 shares; 2025Q1: 3,244 shares; 2025Q2: not loaded; 2025Q3: 3,345 shares 3,345 $1.6M 0.25% Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,653 shares; 2025Q1: 1,656 shares; 2025Q2: not loaded; 2025Q3: 1,645 shares 1,645 $1.57M 0.24% Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,791 shares; 2025Q1: 52,156 shares; 2025Q2: not loaded; 2025Q3: 64,500 shares 64,500 $1.57M 0.24% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,657 shares; 2025Q1: 5,776 shares; 2025Q2: not loaded; 2025Q3: 3,818 shares 3,818 $1.55M 0.24% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,697 shares; 2025Q1: 16,697 shares; 2025Q2: not loaded; 2025Q3: 16,193 shares 16,193 $1.55M 0.24% Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,624 shares; 2025Q1: 40,645 shares; 2025Q2: not loaded; 2025Q3: 44,717 shares 44,717 $1.51M 0.23% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 634 shares; 2025Q2: not loaded; 2025Q3: 1,976 shares 1,976 $1.5M 0.23% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,646 shares; 2025Q1: 35,200 shares; 2025Q2: not loaded; 2025Q3: 33,759 shares 33,759 $1.48M 0.23% Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,251 shares; 2025Q1: 2,165 shares; 2025Q2: not loaded; 2025Q3: 1,915 shares 1,915 $1.48M 0.23% Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,104 shares; 2025Q1: 50,104 shares; 2025Q2: not loaded; 2025Q3: 65,530 shares 65,530 $1.48M 0.23% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,791 shares; 2025Q2: not loaded; 2025Q3: 10,852 shares 10,852 $1.45M 0.23% Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,804 shares; 2025Q1: 13,936 shares; 2025Q2: not loaded; 2025Q3: 15,286 shares 15,286 $1.45M 0.22% Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,628 shares; 2025Q1: 50,993 shares; 2025Q2: not loaded; 2025Q3: 59,250 shares 59,250 $1.44M 0.22% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,497 shares; 2025Q1: 3,247 shares; 2025Q2: not loaded; 2025Q3: 2,959 shares 2,959 $1.44M 0.22% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,270 shares; 2025Q1: 11,199 shares; 2025Q2: not loaded; 2025Q3: 10,940 shares 10,940 $1.44M 0.22% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,381 shares; 2025Q1: 6,871 shares; 2025Q2: not loaded; 2025Q3: 7,686 shares 7,686 $1.43M 0.22% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,414 shares; 2025Q1: 2,414 shares; 2025Q2: not loaded; 2025Q3: 2,400 shares 2,400 $1.43M 0.22% Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,698 shares; 2025Q1: 12,413 shares; 2025Q2: not loaded; 2025Q3: 9,987 shares 9,987 $1.4M 0.22% Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,636 shares; 2025Q1: 23,505 shares; 2025Q2: not loaded; 2025Q3: 22,893 shares 22,893 $1.38M 0.21% Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,123 shares; 2025Q1: 1,116 shares; 2025Q2: not loaded; 2025Q3: 1,143 shares 1,143 $1.37M 0.21% Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,059 shares; 2025Q1: 50,329 shares; 2025Q2: not loaded; 2025Q3: 54,228 shares 54,228 $1.37M 0.21% IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,124 shares; 2025Q1: 4,193 shares; 2025Q2: not loaded; 2025Q3: 3,699 shares 3,699 $1.35M 0.21% Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,852 shares; 2025Q1: 15,307 shares; 2025Q2: not loaded; 2025Q3: 14,078 shares 14,078 $1.34M 0.21% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,679 shares; 2025Q1: 16,647 shares; 2025Q2: not loaded; 2025Q3: 16,753 shares 16,753 $1.32M 0.21% Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,794 shares; 2025Q1: 38,664 shares; 2025Q2: not loaded; 2025Q3: 57,596 shares 57,596 $1.29M 0.2% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,569 shares; 2025Q1: 4,444 shares; 2025Q2: not loaded; 2025Q3: 4,379 shares 4,379 $1.29M 0.2% Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,516 shares; 2025Q1: 41,516 shares; 2025Q2: not loaded; 2025Q3: 39,648 shares 39,648 $1.25M 0.19% Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,533 shares; 2025Q1: 9,540 shares; 2025Q2: not loaded; 2025Q3: 9,060 shares 9,060 $1.25M 0.19% Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,156 shares; 2025Q1: 8,484 shares; 2025Q2: not loaded; 2025Q3: 16,277 shares 16,277 $1.25M 0.19% Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,996 shares; 2025Q1: 5,866 shares; 2025Q2: not loaded; 2025Q3: 5,948 shares 5,948 $1.23M 0.19% Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,724 shares; 2025Q1: 8,729 shares; 2025Q2: not loaded; 2025Q3: 10,823 shares 10,823 $1.21M 0.19% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,320 shares; 2025Q1: 13,001 shares; 2025Q2: not loaded; 2025Q3: 14,974 shares 14,974 $1.2M 0.19% Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,775 shares; 2025Q1: 9,811 shares; 2025Q2: not loaded; 2025Q3: 9,201 shares 9,201 $1.19M 0.18% Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,424 shares; 2025Q1: 35,894 shares; 2025Q2: not loaded; 2025Q3: 53,514 shares 53,514 $1.17M 0.18% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,575 shares; 2025Q1: 17,368 shares; 2025Q2: not loaded; 2025Q3: 15,482 shares 15,482 $1.17M 0.18% Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,925 shares; 2025Q1: 2,782 shares; 2025Q2: not loaded; 2025Q3: 2,512 shares 2,512 $1.15M 0.18% Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,270 shares; 2025Q1: 4,473 shares; 2025Q2: not loaded; 2025Q3: 4,761 shares 4,761 $1.13M 0.18% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,657 shares; 2025Q1: 7,657 shares; 2025Q2: not loaded; 2025Q3: 6,885 shares 6,885 $1.12M 0.17% Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,390 shares; 2025Q1: 46,669 shares; 2025Q2: not loaded; 2025Q3: 43,725 shares 43,725 $1.12M 0.17% Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,037 shares; 2025Q1: 13,293 shares; 2025Q2: not loaded; 2025Q3: 15,786 shares 15,786 $1.11M 0.17% Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,350 shares; 2025Q1: 8,350 shares; 2025Q2: not loaded; 2025Q3: 8,350 shares 8,350 $1.09M 0.17% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,778 shares; 2025Q1: 12,648 shares; 2025Q2: not loaded; 2025Q3: 12,040 shares 12,040 $1.05M 0.16% Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,416 shares; 2025Q1: 3,365 shares; 2025Q2: not loaded; 2025Q3: 3,612 shares 3,612 $1.04M 0.16% Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,901 shares; 2025Q1: 2,626 shares; 2025Q2: not loaded; 2025Q3: 2,467 shares 2,467 $1.04M 0.16% Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,391 shares; 2025Q1: 4,391 shares; 2025Q2: not loaded; 2025Q3: 4,391 shares 4,391 $1.04M 0.16% Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,566 shares; 2025Q1: 8,575 shares; 2025Q2: not loaded; 2025Q3: 8,627 shares 8,627 $1.03M 0.16% Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,522 shares; 2025Q1: 7,580 shares; 2025Q2: not loaded; 2025Q3: 9,087 shares 9,087 $1.02M 0.16% Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,454 shares; 2025Q1: 22,099 shares; 2025Q2: not loaded; 2025Q3: 20,078 shares 20,078 $1.01M 0.16% Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,380 shares; 2025Q1: 9,876 shares; 2025Q2: not loaded; 2025Q3: 10,622 shares 10,622 $1.01M 0.16% Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,033 shares; 2025Q1: 14,013 shares; 2025Q2: not loaded; 2025Q3: 15,245 shares 15,245 $1M 0.16% Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,493 shares; 2025Q1: 51,743 shares; 2025Q2: not loaded; 2025Q3: 42,706 shares 42,706 $998K 0.15% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,918 shares; 2025Q1: 4,878 shares; 2025Q2: not loaded; 2025Q3: 4,698 shares 4,698 $989K 0.15% Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,439 shares; 2025Q1: 5,570 shares; 2025Q2: not loaded; 2025Q3: 5,819 shares 5,819 $986K 0.15% Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,220 shares; 2025Q1: 5,320 shares; 2025Q2: not loaded; 2025Q3: 5,909 shares 5,909 $983K 0.15% Timeline PSCH 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,876 shares; 2025Q1: 22,338 shares; 2025Q2: not loaded; 2025Q3: 22,233 shares 22,233 $925K 0.14% Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,442 shares; 2025Q1: 6,072 shares; 2025Q2: not loaded; 2025Q3: 5,351 shares 5,351 $914K 0.14% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,590 shares; 2025Q1: 5,420 shares; 2025Q2: not loaded; 2025Q3: 5,447 shares 5,447 $911K 0.14% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,076 shares; 2025Q1: 4,523 shares; 2025Q2: not loaded; 2025Q3: 4,535 shares 4,535 $899K 0.14% Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 578 shares; 2025Q1: 631 shares; 2025Q2: not loaded; 2025Q3: 958 shares 958 $882K 0.14% Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,063 shares; 2025Q1: 3,765 shares; 2025Q2: not loaded; 2025Q3: 3,671 shares 3,671 $879K 0.14% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,659 shares; 2025Q1: 1,752 shares; 2025Q2: not loaded; 2025Q3: 2,239 shares 2,239 $877K 0.14% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,370 shares; 2025Q1: 10,330 shares; 2025Q2: not loaded; 2025Q3: 10,330 shares 10,330 $866K 0.13% Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,991 shares; 2025Q1: 8,991 shares; 2025Q2: not loaded; 2025Q3: 8,321 shares 8,321 $859K 0.13% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,899 shares; 2025Q1: 15,849 shares; 2025Q2: not loaded; 2025Q3: 15,849 shares 15,849 $854K 0.13% Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,665 shares; 2025Q1: 8,917 shares; 2025Q2: not loaded; 2025Q3: 10,042 shares 10,042 $827K 0.13% Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,310 shares; 2025Q1: 20,310 shares; 2025Q2: not loaded; 2025Q3: 19,102 shares 19,102 $827K 0.13% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,014 shares; 2025Q1: 4,608 shares; 2025Q2: not loaded; 2025Q3: 4,059 shares 4,059 $819K 0.13% Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,807 shares; 2025Q1: 4,807 shares; 2025Q2: not loaded; 2025Q3: 5,582 shares 5,582 $793K 0.12% Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,725 shares; 2025Q1: 4,675 shares; 2025Q2: not loaded; 2025Q3: 4,545 shares 4,545 $786K 0.12% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,107 shares; 2025Q1: 10,357 shares; 2025Q2: not loaded; 2025Q3: 14,387 shares 14,387 $779K 0.12% Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,522 shares; 2025Q1: 37,939 shares; 2025Q2: not loaded; 2025Q3: 30,547 shares 30,547 $778K 0.12% Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,168 shares; 2025Q1: 5,138 shares; 2025Q2: not loaded; 2025Q3: 5,478 shares 5,478 $775K 0.12% Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,881 shares; 2025Q1: 14,881 shares; 2025Q2: not loaded; 2025Q3: 14,819 shares 14,819 $774K 0.12% Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,137 shares; 2025Q1: 8,137 shares; 2025Q2: not loaded; 2025Q3: 7,962 shares 7,962 $763K 0.12% Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,643 shares; 2025Q1: 40,966 shares; 2025Q2: not loaded; 2025Q3: 33,992 shares 33,992 $753K 0.12% Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,186 shares; 2025Q1: 17,186 shares; 2025Q2: not loaded; 2025Q3: 17,334 shares 17,334 $753K 0.12% Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,997 shares; 2025Q1: 28,538 shares; 2025Q2: not loaded; 2025Q3: 27,604 shares 27,604 $752K 0.12% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,830 shares; 2025Q1: 7,900 shares; 2025Q2: not loaded; 2025Q3: 8,909 shares 8,909 $744K 0.12% Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,555 shares; 2025Q1: 40,859 shares; 2025Q2: not loaded; 2025Q3: 31,614 shares 31,614 $742K 0.12% Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,204 shares; 2025Q1: 5,168 shares; 2025Q2: not loaded; 2025Q3: 5,402 shares 5,402 $735K 0.11% Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,936 shares; 2025Q1: 1,996 shares; 2025Q2: not loaded; 2025Q3: 1,981 shares 1,981 $732K 0.11% Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,443 shares; 2025Q1: 5,443 shares; 2025Q2: not loaded; 2025Q3: 5,798 shares 5,798 $730K 0.11% Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,776 shares; 2025Q1: 3,776 shares; 2025Q2: not loaded; 2025Q3: 3,776 shares 3,776 $722K 0.11% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,095 shares; 2025Q1: 1,965 shares; 2025Q2: not loaded; 2025Q3: 2,165 shares 2,165 $710K 0.11% Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,634 shares; 2025Q1: 2,552 shares; 2025Q2: not loaded; 2025Q3: 2,509 shares 2,509 $708K 0.11% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,778 shares; 2025Q1: 3,678 shares; 2025Q2: not loaded; 2025Q3: 3,204 shares 3,204 $708K 0.11% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,755 shares; 2025Q1: 3,798 shares; 2025Q2: not loaded; 2025Q3: 2,839 shares 2,839 $700K 0.11% Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,579 shares; 2025Q1: 36,917 shares; 2025Q2: not loaded; 2025Q3: 32,803 shares 32,803 $696K 0.11% Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,067 shares; 2025Q1: 6,067 shares; 2025Q2: not loaded; 2025Q3: 6,781 shares 6,781 $688K 0.11% Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,872 shares; 2025Q1: 7,779 shares; 2025Q2: not loaded; 2025Q3: 7,433 shares 7,433 $667K 0.1% Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,617 shares; 2025Q1: 3,617 shares; 2025Q2: not loaded; 2025Q3: 3,855 shares 3,855 $656K 0.1% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,453 shares; 2025Q1: 2,473 shares; 2025Q2: not loaded; 2025Q3: 3,042 shares 3,042 $647K 0.1% Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,710 shares; 2025Q1: 40,550 shares; 2025Q2: not loaded; 2025Q3: 6,060 shares 6,060 $645K 0.1% Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,067 shares; 2025Q2: not loaded; 2025Q3: 14,255 shares 14,255 $642K 0.1% Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,985 shares; 2025Q1: 28,265 shares; 2025Q2: not loaded; 2025Q3: 24,905 shares 24,905 $638K 0.1% Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,155 shares; 2025Q1: 27,429 shares; 2025Q2: not loaded; 2025Q3: 24,167 shares 24,167 $634K 0.1% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,838 shares; 2025Q1: 8,568 shares; 2025Q2: not loaded; 2025Q3: 10,064 shares 10,064 $629K 0.1% Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,621 shares; 2025Q1: 5,609 shares; 2025Q2: not loaded; 2025Q3: 5,499 shares 5,499 $626K 0.1% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,436 shares; 2025Q1: 2,436 shares; 2025Q2: not loaded; 2025Q3: 2,436 shares 2,436 $619K 0.1% Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,291 shares; 2025Q1: 5,359 shares; 2025Q2: not loaded; 2025Q3: 5,578 shares 5,578 $619K 0.1% Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,921 shares; 2025Q1: 6,921 shares; 2025Q2: not loaded; 2025Q3: 6,921 shares 6,921 $616K 0.1% Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,397 shares; 2025Q1: 17,716 shares; 2025Q2: not loaded; 2025Q3: 23,244 shares 23,244 $615K 0.1% Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,632 shares; 2025Q1: 4,632 shares; 2025Q2: not loaded; 2025Q3: 3,926 shares 3,926 $609K 0.09% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,056 shares; 2025Q1: 3,046 shares; 2025Q2: not loaded; 2025Q3: 2,900 shares 2,900 $607K 0.09% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,264 shares; 2025Q1: 9,264 shares; 2025Q2: not loaded; 2025Q3: 9,119 shares 9,119 $602K 0.09% Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,490 shares; 2025Q1: 4,460 shares; 2025Q2: not loaded; 2025Q3: 4,520 shares 4,520 $586K 0.09% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: not loaded; 2025Q3: 5,260 shares 5,260 $567K 0.09% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,224 shares; 2025Q1: 11,604 shares; 2025Q2: not loaded; 2025Q3: 12,565 shares 12,565 $567K 0.09% Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,468 shares; 2025Q1: 9,427 shares; 2025Q2: not loaded; 2025Q3: 9,248 shares 9,248 $565K 0.09% Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,746 shares; 2025Q1: 10,632 shares; 2025Q2: not loaded; 2025Q3: 11,053 shares 11,053 $561K 0.09% Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,765 shares; 2025Q1: 6,765 shares; 2025Q2: not loaded; 2025Q3: 6,765 shares 6,765 $548K 0.09% Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,019 shares; 2025Q1: 12,019 shares; 2025Q2: not loaded; 2025Q3: 11,735 shares 11,735 $540K 0.08% Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: not loaded; 2025Q3: 1,152 shares 1,152 $527K 0.08% Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,948 shares; 2025Q1: 10,084 shares; 2025Q2: not loaded; 2025Q3: 10,783 shares 10,783 $523K 0.08% Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,107 shares; 2025Q1: 7,682 shares; 2025Q2: not loaded; 2025Q3: 7,477 shares 7,477 $521K 0.08% Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,348 shares; 2025Q1: 6,223 shares; 2025Q2: not loaded; 2025Q3: 6,223 shares 6,223 $516K 0.08% Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 25,842 shares 25,842 $514K 0.08% Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,490 shares; 2025Q1: 8,490 shares; 2025Q2: not loaded; 2025Q3: 8,490 shares 8,490 $504K 0.08% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,486 shares; 2025Q1: 1,486 shares; 2025Q2: not loaded; 2025Q3: 1,458 shares 1,458 $497K 0.08% Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,602 shares; 2025Q1: 4,602 shares; 2025Q2: not loaded; 2025Q3: 3,892 shares 3,892 $487K 0.08% Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,827 shares; 2025Q1: 2,788 shares; 2025Q2: not loaded; 2025Q3: 2,509 shares 2,509 $478K 0.07% Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,597 shares; 2025Q1: 4,988 shares; 2025Q2: not loaded; 2025Q3: 4,951 shares 4,951 $478K 0.07% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,472 shares; 2025Q1: 1,472 shares; 2025Q2: not loaded; 2025Q3: 2,597 shares 2,597 $477K 0.07% Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,210 shares; 2025Q1: 6,210 shares; 2025Q2: not loaded; 2025Q3: 4,310 shares 4,310 $476K 0.07% Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 1,485 shares; 2025Q2: not loaded; 2025Q3: 1,418 shares 1,418 $463K 0.07% Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,465 shares; 2025Q1: 3,542 shares; 2025Q2: not loaded; 2025Q3: 5,897 shares 5,897 $452K 0.07% Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,390 shares; 2025Q1: 2,624 shares; 2025Q2: not loaded; 2025Q3: 1,554 shares 1,554 $448K 0.07% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,999 shares; 2025Q1: 3,999 shares; 2025Q2: not loaded; 2025Q3: 4,045 shares 4,045 $445K 0.07% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,458 shares; 2025Q1: 7,392 shares; 2025Q2: not loaded; 2025Q3: 7,322 shares 7,322 $437K 0.07% Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,670 shares; 2025Q1: 9,670 shares; 2025Q2: not loaded; 2025Q3: 9,370 shares 9,370 $422K 0.07% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,540 shares; 2025Q1: 8,540 shares; 2025Q2: not loaded; 2025Q3: 7,310 shares 7,310 $420K 0.07% Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,950 shares; 2025Q1: 5,350 shares; 2025Q2: not loaded; 2025Q3: 4,683 shares 4,683 $420K 0.07% Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,279 shares; 2025Q1: 3,304 shares; 2025Q2: not loaded; 2025Q3: 2,931 shares 2,931 $415K 0.06% Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,556 shares; 2025Q1: 4,136 shares; 2025Q2: not loaded; 2025Q3: 4,260 shares 4,260 $406K 0.06% Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,255 shares; 2025Q1: 820 shares; 2025Q2: not loaded; 2025Q3: 820 shares 820 $393K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: not loaded; 2025Q3: 3,900 shares 3,900 $391K 0.06% Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 768 shares; 2025Q1: 768 shares; 2025Q2: not loaded; 2025Q3: 775 shares 775 $386K 0.06% Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 18,625 shares 18,625 $383K 0.06% Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 10,457 shares 10,457 $371K 0.06% Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,780 shares; 2025Q1: 1,675 shares; 2025Q2: not loaded; 2025Q3: 1,650 shares 1,650 $367K 0.06% Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,183 shares; 2025Q1: 3,934 shares; 2025Q2: not loaded; 2025Q3: 4,245 shares 4,245 $359K 0.06% Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,325 shares; 2025Q1: 3,325 shares; 2025Q2: not loaded; 2025Q3: 3,225 shares 3,225 $357K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 595 shares; 2025Q1: 630 shares; 2025Q2: not loaded; 2025Q3: 705 shares 705 $352K 0.05% Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,365 shares; 2025Q1: 2,665 shares; 2025Q2: not loaded; 2025Q3: 2,396 shares 2,396 $351K 0.05% Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 15,800 shares 15,800 $345K 0.05% Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 436 shares; 2025Q1: 434 shares; 2025Q2: not loaded; 2025Q3: 434 shares 434 $340K 0.05% Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,160 shares; 2025Q1: 4,110 shares; 2025Q2: not loaded; 2025Q3: 3,890 shares 3,890 $338K 0.05% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,306 shares; 2025Q1: 4,306 shares; 2025Q2: not loaded; 2025Q3: 3,756 shares 3,756 $336K 0.05% Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,816 shares; 2025Q1: 2,516 shares; 2025Q2: not loaded; 2025Q3: 3,456 shares 3,456 $329K 0.05% Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,364 shares; 2025Q1: 6,364 shares; 2025Q2: not loaded; 2025Q3: 6,364 shares 6,364 $328K 0.05% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,311 shares 1,311 $309K 0.05% Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2,000 shares 2,000 $297K 0.05% Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: not loaded; 2025Q3: 1,203 shares 1,203 $296K 0.05% Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,772 shares; 2025Q1: 2,700 shares; 2025Q2: not loaded; 2025Q3: 2,344 shares 2,344 $291K 0.05% Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,124 shares; 2025Q1: 1,285 shares; 2025Q2: not loaded; 2025Q3: 826 shares 826 $291K 0.05% Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,215 shares; 2025Q1: 7,615 shares; 2025Q2: not loaded; 2025Q3: 7,335 shares 7,335 $287K 0.04% Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,609 shares; 2025Q1: 10,479 shares; 2025Q2: not loaded; 2025Q3: 9,727 shares 9,727 $285K 0.04% Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,453 shares; 2025Q1: 4,303 shares; 2025Q2: not loaded; 2025Q3: 3,612 shares 3,612 $283K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,151 shares; 2025Q1: 3,776 shares; 2025Q2: not loaded; 2025Q3: 3,626 shares 3,626 $282K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,945 shares; 2025Q2: not loaded; 2025Q3: 3,820 shares 3,820 $278K 0.04% Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,318 shares; 2025Q1: 2,318 shares; 2025Q2: not loaded; 2025Q3: 2,318 shares 2,318 $274K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,025 shares; 2025Q1: 1,900 shares; 2025Q2: not loaded; 2025Q3: 1,750 shares 1,750 $270K 0.04% Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: not loaded; 2025Q3: 1,393 shares 1,393 $268K 0.04% Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,101 shares; 2025Q1: 1,905 shares; 2025Q2: not loaded; 2025Q3: 1,931 shares 1,931 $267K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,926 shares; 2025Q1: 1,716 shares; 2025Q2: not loaded; 2025Q3: 1,706 shares 1,706 $256K 0.04% Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,946 shares; 2025Q1: 2,008 shares; 2025Q2: not loaded; 2025Q3: 1,963 shares 1,963 $255K 0.04% Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,891 shares; 2025Q1: 1,891 shares; 2025Q2: not loaded; 2025Q3: 1,811 shares 1,811 $253K 0.04% Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,205 shares; 2025Q1: 3,815 shares; 2025Q2: not loaded; 2025Q3: 3,750 shares 3,750 $253K 0.04% Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,403 shares; 2025Q1: 7,218 shares; 2025Q2: not loaded; 2025Q3: 4,994 shares 4,994 $252K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,777 shares; 2025Q1: 2,717 shares; 2025Q2: not loaded; 2025Q3: 2,640 shares 2,640 $241K 0.04% Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,686 shares; 2025Q1: 1,686 shares; 2025Q2: not loaded; 2025Q3: 1,686 shares 1,686 $238K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 245 shares 245 $234K 0.04% Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2,765 shares 2,765 $232K 0.04% Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,096 shares 1,096 $229K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,226 shares; 2025Q1: 3,264 shares; 2025Q2: not loaded; 2025Q3: 3,047 shares 3,047 $227K 0.04% Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,995 shares; 2025Q1: 3,325 shares; 2025Q2: not loaded; 2025Q3: 3,120 shares 3,120 $223K 0.03% Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: not loaded; 2025Q3: 1,978 shares 1,978 $218K 0.03% Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,570 shares; 2025Q1: 3,730 shares; 2025Q2: not loaded; 2025Q3: 3,305 shares 3,305 $218K 0.03% Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,252 shares; 2025Q1: 1,274 shares; 2025Q2: not loaded; 2025Q3: 387 shares 387 $218K 0.03% Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,311 shares; 2025Q1: 3,026 shares; 2025Q2: not loaded; 2025Q3: 2,104 shares 2,104 $211K 0.03% Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 497 shares; 2025Q1: 457 shares; 2025Q2: not loaded; 2025Q3: 431 shares 431 $210K 0.03% Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,870 shares; 2025Q2: not loaded; 2025Q3: 3,633 shares 3,633 $207K 0.03% Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,004 shares; 2025Q1: 13,149 shares; 2025Q2: not loaded; 2025Q3: 13,149 shares 13,149 $204K 0.03% Timeline ALTA PROPERTIES, INC. ALTA PROPERTIES, INC. More: the full row for ALTA PROPERTIES, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,544 shares; 2025Q1: 24,544 shares; 2025Q2: not loaded; 2025Q3: 24,544 shares 24,544 $182K 0.03%