IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,046 shares; 2025Q1: 75,918 shares; 2025Q2: not loaded; 2025Q3: 74,798 shares; 2025Q4: 74,216 shares 74,216 $35.1M 5.6% -582 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213,416 shares; 2025Q1: 200,768 shares; 2025Q2: not loaded; 2025Q3: 194,550 shares; 2025Q4: 175,341 shares 175,341 $32.7M 5.21% -19,209 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,205 shares; 2025Q1: 50,637 shares; 2025Q2: not loaded; 2025Q3: 46,776 shares; 2025Q4: 42,659 shares 42,659 $20.6M 3.29% -4,117 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,589 shares; 2025Q1: 25,490 shares; 2025Q2: not loaded; 2025Q3: 27,039 shares; 2025Q4: 26,745 shares 26,745 $18.3M 2.92% -294 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 202,077 shares; 2025Q1: 205,405 shares; 2025Q2: not loaded; 2025Q3: 192,054 shares; 2025Q4: 188,602 shares 188,602 $14.7M 2.34% -3,452 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,435 shares; 2025Q1: 138,247 shares; 2025Q2: not loaded; 2025Q3: 142,486 shares; 2025Q4: 141,826 shares 141,826 $14.2M 2.26% -660 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,622 shares; 2025Q1: 52,947 shares; 2025Q2: not loaded; 2025Q3: 53,372 shares; 2025Q4: 43,723 shares 43,723 $13.7M 2.18% -9,649 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226,806 shares; 2025Q1: 239,491 shares; 2025Q2: not loaded; 2025Q3: 223,416 shares; 2025Q4: 230,848 shares 230,848 $13.6M 2.16% +7,432 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,278 shares; 2025Q1: 20,147 shares; 2025Q2: not loaded; 2025Q3: 19,862 shares; 2025Q4: 19,672 shares 19,672 $13.4M 2.14% -190 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191,303 shares; 2025Q1: 191,689 shares; 2025Q2: not loaded; 2025Q3: 186,379 shares; 2025Q4: 182,328 shares 182,328 $12M 1.92% -4,051 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,080 shares; 2025Q1: 119,138 shares; 2025Q2: not loaded; 2025Q3: 133,921 shares; 2025Q4: 132,033 shares 132,033 $11.8M 1.88% -1,888 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 516,309 shares; 2025Q1: 506,980 shares; 2025Q2: not loaded; 2025Q3: 521,927 shares; 2025Q4: 498,425 shares 498,425 $11.5M 1.83% -23,502 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,480 shares; 2025Q1: 57,023 shares; 2025Q2: not loaded; 2025Q3: 58,179 shares; 2025Q4: 56,779 shares 56,779 $11.3M 1.8% -1,400 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,442 shares; 2025Q1: 49,711 shares; 2025Q2: not loaded; 2025Q3: 49,157 shares; 2025Q4: 48,839 shares 48,839 $10.3M 1.64% -318 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,293 shares; 2025Q1: 10,406 shares; 2025Q2: not loaded; 2025Q3: 9,810 shares; 2025Q4: 9,236 shares 9,236 $9.93M 1.58% -574 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,309 shares; 2025Q1: 4,507 shares; 2025Q2: not loaded; 2025Q3: 4,873 shares; 2025Q4: 14,302 shares 14,302 $8.97M 1.43% +9,429 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,653 shares; 2025Q1: 28,703 shares; 2025Q2: not loaded; 2025Q3: 28,486 shares; 2025Q4: 26,208 shares 26,208 $8.44M 1.35% -2,278 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,679 shares; 2025Q1: 86,685 shares; 2025Q2: not loaded; 2025Q3: 95,529 shares; 2025Q4: 91,712 shares 91,712 $8.39M 1.34% -3,817 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,492 shares; 2025Q1: 105,965 shares; 2025Q2: not loaded; 2025Q3: 108,157 shares; 2025Q4: 107,406 shares 107,406 $7.51M 1.2% -751 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,138 shares; 2025Q1: 106,440 shares; 2025Q2: not loaded; 2025Q3: 101,224 shares; 2025Q4: 93,042 shares 93,042 $7.42M 1.18% -8,182 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,845 shares; 2025Q1: 32,789 shares; 2025Q2: not loaded; 2025Q3: 34,329 shares; 2025Q4: 31,739 shares 31,739 $7.25M 1.16% -2,590 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,498 shares; 2025Q1: 9,378 shares; 2025Q2: not loaded; 2025Q3: 9,227 shares; 2025Q4: 8,374 shares 8,374 $7.22M 1.15% -853 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,031 shares; 2025Q1: 78,166 shares; 2025Q2: not loaded; 2025Q3: 92,984 shares; 2025Q4: 94,039 shares 94,039 $6.72M 1.07% +1,055 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,764 shares; 2025Q1: 21,100 shares; 2025Q2: not loaded; 2025Q3: 22,295 shares; 2025Q4: 17,780 shares 17,780 $6.15M 0.98% -4,515 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,111 shares; 2025Q1: 56,946 shares; 2025Q2: not loaded; 2025Q3: 52,114 shares; 2025Q4: 50,290 shares 50,290 $6.04M 0.96% -1,824 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,781 shares; 2025Q1: 109,270 shares; 2025Q2: not loaded; 2025Q3: 119,257 shares; 2025Q4: 119,058 shares 119,058 $6.01M 0.96% -199 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,387 shares; 2025Q1: 121,234 shares; 2025Q2: not loaded; 2025Q3: 115,238 shares; 2025Q4: 114,244 shares 114,244 $5.84M 0.93% -994 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,698 shares; 2025Q1: 9,277 shares; 2025Q2: not loaded; 2025Q3: 9,133 shares; 2025Q4: 8,960 shares 8,960 $5.5M 0.88% -173 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,344 shares; 2025Q1: 28,151 shares; 2025Q2: not loaded; 2025Q3: 28,368 shares; 2025Q4: 27,373 shares 27,373 $5.47M 0.87% -995 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,448 shares; 2025Q1: 66,623 shares; 2025Q2: not loaded; 2025Q3: 74,703 shares; 2025Q4: 88,023 shares 88,023 $5.28M 0.84% +13,320 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,723 shares; 2025Q1: 67,882 shares; 2025Q2: not loaded; 2025Q3: 72,791 shares; 2025Q4: 72,064 shares 72,064 $5.24M 0.83% -727 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,298 shares; 2025Q1: 16,370 shares; 2025Q2: not loaded; 2025Q3: 16,613 shares; 2025Q4: 15,498 shares 15,498 $4.86M 0.78% -1,115 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,249 shares; 2025Q1: 31,129 shares; 2025Q2: not loaded; 2025Q3: 30,337 shares; 2025Q4: 31,043 shares 31,043 $4.73M 0.75% +706 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,023 shares; 2025Q1: 11,722 shares; 2025Q2: not loaded; 2025Q3: 13,630 shares; 2025Q4: 13,427 shares 13,427 $4.71M 0.75% -203 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,963 shares; 2025Q1: 33,082 shares; 2025Q2: not loaded; 2025Q3: 31,613 shares; 2025Q4: 31,628 shares 31,628 $4.7M 0.75% +15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,501 shares; 2025Q1: 124,481 shares; 2025Q2: not loaded; 2025Q3: 128,282 shares; 2025Q4: 125,091 shares 125,091 $4.49M 0.72% -3,191 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,119 shares; 2025Q1: 48,367 shares; 2025Q2: not loaded; 2025Q3: 51,395 shares; 2025Q4: 46,826 shares 46,826 $4.41M 0.7% -4,569 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,496 shares; 2025Q1: 31,790 shares; 2025Q2: not loaded; 2025Q3: 33,595 shares; 2025Q4: 29,440 shares 29,440 $4.22M 0.67% -4,155 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,568 shares; 2025Q1: 53,898 shares; 2025Q2: not loaded; 2025Q3: 60,598 shares; 2025Q4: 85,348 shares 85,348 $3.97M 0.63% +24,750 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,182 shares; 2025Q1: 13,182 shares; 2025Q2: not loaded; 2025Q3: 11,912 shares; 2025Q4: 11,798 shares 11,798 $3.81M 0.61% -114 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,885 shares; 2025Q1: 40,016 shares; 2025Q2: not loaded; 2025Q3: 41,552 shares; 2025Q4: 41,401 shares 41,401 $3.73M 0.59% -151 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,343 shares; 2025Q1: 21,261 shares; 2025Q2: not loaded; 2025Q3: 17,427 shares; 2025Q4: 17,350 shares 17,350 $3.59M 0.57% -77 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,054 shares; 2025Q1: 42,821 shares; 2025Q2: not loaded; 2025Q3: 51,935 shares; 2025Q4: 55,288 shares 55,288 $3.45M 0.55% +3,353 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,529 shares; 2025Q1: 23,099 shares; 2025Q2: not loaded; 2025Q3: 59,513 shares; 2025Q4: 70,473 shares 70,473 $3.26M 0.52% +10,960 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,635 shares; 2025Q1: 29,384 shares; 2025Q2: not loaded; 2025Q3: 26,877 shares; 2025Q4: 26,903 shares 26,903 $3.24M 0.52% +26 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,588 shares; 2025Q1: 24,348 shares; 2025Q2: not loaded; 2025Q3: 23,774 shares; 2025Q4: 22,493 shares 22,493 $3.23M 0.51% -1,281 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,039 shares; 2025Q1: 25,954 shares; 2025Q2: not loaded; 2025Q3: 25,789 shares; 2025Q4: 25,789 shares 25,789 $3.18M 0.51% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,920 shares; 2025Q1: 15,885 shares; 2025Q2: not loaded; 2025Q3: 14,650 shares; 2025Q4: 14,161 shares 14,161 $3.11M 0.5% -489 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,721 shares; 2025Q1: 11,405 shares; 2025Q2: not loaded; 2025Q3: 10,236 shares; 2025Q4: 10,174 shares 10,174 $3.09M 0.49% -62 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,344 shares; 2025Q1: 42,352 shares; 2025Q2: not loaded; 2025Q3: 44,553 shares; 2025Q4: 39,451 shares 39,451 $3.04M 0.48% -5,102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,559 shares; 2025Q1: 10,011 shares; 2025Q2: not loaded; 2025Q3: 9,990 shares; 2025Q4: 9,966 shares 9,966 $2.95M 0.47% -24 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,663 shares; 2025Q1: 8,630 shares; 2025Q2: not loaded; 2025Q3: 8,674 shares; 2025Q4: 7,237 shares 7,237 $2.82M 0.45% -1,437 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,722 shares; 2025Q1: 26,662 shares; 2025Q2: not loaded; 2025Q3: 27,166 shares; 2025Q4: 27,061 shares 27,061 $2.6M 0.41% -105 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,309 shares; 2025Q1: 2,326 shares; 2025Q2: not loaded; 2025Q3: 2,829 shares; 2025Q4: 2,817 shares 2,817 $2.48M 0.39% -12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,382 shares; 2025Q1: 26,125 shares; 2025Q2: not loaded; 2025Q3: 25,569 shares; 2025Q4: 21,397 shares 21,397 $2.43M 0.39% -4,172 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,764 shares; 2025Q1: 4,973 shares; 2025Q2: not loaded; 2025Q3: 5,195 shares; 2025Q4: 4,247 shares 4,247 $2.42M 0.39% -948 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,408 shares; 2025Q1: 3,463 shares; 2025Q2: not loaded; 2025Q3: 3,635 shares; 2025Q4: 3,654 shares 3,654 $2.41M 0.38% +19 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,200 shares; 2025Q1: 18,730 shares; 2025Q2: not loaded; 2025Q3: 24,730 shares; 2025Q4: 23,550 shares 23,550 $2.41M 0.38% -1,180 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,412 shares; 2025Q1: 22,347 shares; 2025Q2: not loaded; 2025Q3: 20,949 shares; 2025Q4: 21,488 shares 21,488 $2.39M 0.38% +539 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,592 shares; 2025Q1: 29,916 shares; 2025Q2: not loaded; 2025Q3: 27,329 shares; 2025Q4: 22,736 shares 22,736 $2.39M 0.38% -4,593 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,118 shares; 2025Q1: 16,543 shares; 2025Q2: not loaded; 2025Q3: 26,556 shares; 2025Q4: 28,296 shares 28,296 $2.37M 0.38% +1,740 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,463 shares; 2025Q1: 5,433 shares; 2025Q2: not loaded; 2025Q3: 5,423 shares; 2025Q4: 4,392 shares 4,392 $2.15M 0.34% -1,031 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,450 shares; 2025Q1: 5,339 shares; 2025Q2: not loaded; 2025Q3: 5,426 shares; 2025Q4: 5,355 shares 5,355 $2.12M 0.34% -71 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,599 shares; 2025Q1: 8,500 shares; 2025Q2: not loaded; 2025Q3: 8,581 shares; 2025Q4: 8,528 shares 8,528 $2.1M 0.33% -53 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,609 shares; 2025Q1: 13,498 shares; 2025Q2: not loaded; 2025Q3: 10,885 shares; 2025Q4: 8,624 shares 8,624 $1.99M 0.32% -2,261 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,238 shares; 2025Q1: 24,516 shares; 2025Q2: not loaded; 2025Q3: 22,470 shares; 2025Q4: 22,201 shares 22,201 $1.98M 0.32% -269 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,877 shares; 2025Q1: 38,343 shares; 2025Q2: not loaded; 2025Q3: 39,120 shares; 2025Q4: 36,735 shares 36,735 $1.98M 0.32% -2,385 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,235 shares; 2025Q1: 3,244 shares; 2025Q2: not loaded; 2025Q3: 3,345 shares; 2025Q4: 3,362 shares 3,362 $1.93M 0.31% +17 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,128 shares; 2025Q1: 13,745 shares; 2025Q2: not loaded; 2025Q3: 12,589 shares; 2025Q4: 12,362 shares 12,362 $1.91M 0.31% -227 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,352 shares; 2025Q1: 27,473 shares; 2025Q2: not loaded; 2025Q3: 13,067 shares; 2025Q4: 12,697 shares 12,697 $1.89M 0.3% -370 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,366 shares; 2025Q1: 25,366 shares; 2025Q2: not loaded; 2025Q3: 25,366 shares; 2025Q4: 25,366 shares 25,366 $1.87M 0.3% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,835 shares; 2025Q1: 14,570 shares; 2025Q2: not loaded; 2025Q3: 19,309 shares; 2025Q4: 19,277 shares 19,277 $1.86M 0.3% -32 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,195 shares; 2025Q1: 9,710 shares; 2025Q2: not loaded; 2025Q3: 9,426 shares; 2025Q4: 9,424 shares 9,424 $1.84M 0.29% -2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,917 shares; 2025Q1: 16,265 shares; 2025Q2: not loaded; 2025Q3: 16,746 shares; 2025Q4: 11,942 shares 11,942 $1.83M 0.29% -4,804 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,984 shares; 2025Q1: 12,639 shares; 2025Q2: not loaded; 2025Q3: 19,316 shares; 2025Q4: 20,216 shares 20,216 $1.83M 0.29% +900 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,621 shares; 2025Q2: not loaded; 2025Q3: 1,631 shares; 2025Q4: 1,689 shares 1,689 $1.81M 0.29% +58 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,422 shares; 2025Q1: 8,430 shares; 2025Q2: not loaded; 2025Q3: 8,357 shares; 2025Q4: 6,868 shares 6,868 $1.8M 0.29% -1,489 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,793 shares; 2025Q1: 1,843 shares; 2025Q2: not loaded; 2025Q3: 1,962 shares; 2025Q4: 1,475 shares 1,475 $1.79M 0.29% -487 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,515 shares; 2025Q1: 5,515 shares; 2025Q2: not loaded; 2025Q3: 5,565 shares; 2025Q4: 5,565 shares 5,565 $1.78M 0.28% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,381 shares; 2025Q1: 6,871 shares; 2025Q2: not loaded; 2025Q3: 7,686 shares; 2025Q4: 9,286 shares 9,286 $1.77M 0.28% +1,600 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,688 shares; 2025Q1: 5,667 shares; 2025Q2: not loaded; 2025Q3: 5,745 shares; 2025Q4: 5,497 shares 5,497 $1.75M 0.28% -248 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,791 shares; 2025Q1: 52,156 shares; 2025Q2: not loaded; 2025Q3: 64,500 shares; 2025Q4: 72,241 shares 72,241 $1.75M 0.28% +7,741 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,342 shares; 2025Q1: 8,087 shares; 2025Q2: not loaded; 2025Q3: 9,151 shares; 2025Q4: 7,243 shares 7,243 $1.75M 0.28% -1,908 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,543 shares; 2025Q1: 5,519 shares; 2025Q2: not loaded; 2025Q3: 5,598 shares; 2025Q4: 5,583 shares 5,583 $1.71M 0.27% -15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,497 shares; 2025Q1: 3,247 shares; 2025Q2: not loaded; 2025Q3: 2,959 shares; 2025Q4: 2,942 shares 2,942 $1.7M 0.27% -17 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,748 shares; 2025Q1: 49,748 shares; 2025Q2: not loaded; 2025Q3: 70,165 shares; 2025Q4: 73,200 shares 73,200 $1.67M 0.27% +3,035 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,404 shares; 2025Q1: 44,086 shares; 2025Q2: not loaded; 2025Q3: 42,344 shares; 2025Q4: 42,745 shares 42,745 $1.67M 0.27% +401 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,099 shares; 2025Q1: 7,059 shares; 2025Q2: not loaded; 2025Q3: 6,899 shares; 2025Q4: 13,798 shares 13,798 $1.65M 0.26% +6,899 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,653 shares; 2025Q1: 1,656 shares; 2025Q2: not loaded; 2025Q3: 1,645 shares; 2025Q4: 1,620 shares 1,620 $1.63M 0.26% -25 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,628 shares; 2025Q1: 50,993 shares; 2025Q2: not loaded; 2025Q3: 59,250 shares; 2025Q4: 66,974 shares 66,974 $1.63M 0.26% +7,724 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,697 shares; 2025Q1: 16,697 shares; 2025Q2: not loaded; 2025Q3: 16,193 shares; 2025Q4: 16,177 shares 16,177 $1.62M 0.26% -16 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,956 shares; 2025Q1: 19,712 shares; 2025Q2: not loaded; 2025Q3: 18,558 shares; 2025Q4: 18,144 shares 18,144 $1.61M 0.26% -414 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,104 shares; 2025Q1: 50,104 shares; 2025Q2: not loaded; 2025Q3: 65,530 shares; 2025Q4: 69,805 shares 69,805 $1.57M 0.25% +4,275 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,590 shares; 2025Q1: 5,420 shares; 2025Q2: not loaded; 2025Q3: 5,447 shares; 2025Q4: 5,487 shares 5,487 $1.57M 0.25% +40 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,251 shares; 2025Q1: 2,165 shares; 2025Q2: not loaded; 2025Q3: 1,915 shares; 2025Q4: 1,896 shares 1,896 $1.56M 0.25% -19 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 312 shares; 2025Q1: 364 shares; 2025Q2: not loaded; 2025Q3: 391 shares; 2025Q4: 279 shares 279 $1.49M 0.24% -112 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,202 shares; 2025Q1: 8,104 shares; 2025Q2: not loaded; 2025Q3: 8,104 shares; 2025Q4: 7,912 shares 7,912 $1.46M 0.23% -192 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,270 shares; 2025Q1: 11,199 shares; 2025Q2: not loaded; 2025Q3: 10,940 shares; 2025Q4: 10,915 shares 10,915 $1.45M 0.23% -25 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,698 shares; 2025Q1: 12,413 shares; 2025Q2: not loaded; 2025Q3: 9,987 shares; 2025Q4: 9,902 shares 9,902 $1.42M 0.23% -85 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,272 shares; 2025Q1: 6,308 shares; 2025Q2: not loaded; 2025Q3: 7,027 shares; 2025Q4: 5,666 shares 5,666 $1.4M 0.22% -1,361 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,646 shares; 2025Q1: 35,200 shares; 2025Q2: not loaded; 2025Q3: 33,759 shares; 2025Q4: 34,253 shares 34,253 $1.4M 0.22% +494 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,636 shares; 2025Q1: 23,505 shares; 2025Q2: not loaded; 2025Q3: 22,893 shares; 2025Q4: 22,343 shares 22,343 $1.39M 0.22% -550 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,794 shares; 2025Q1: 38,664 shares; 2025Q2: not loaded; 2025Q3: 57,596 shares; 2025Q4: 60,966 shares 60,966 $1.36M 0.22% +3,370 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,124 shares; 2025Q1: 4,193 shares; 2025Q2: not loaded; 2025Q3: 3,699 shares; 2025Q4: 3,624 shares 3,624 $1.35M 0.22% -75 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,414 shares; 2025Q1: 2,414 shares; 2025Q2: not loaded; 2025Q3: 2,400 shares; 2025Q4: 2,161 shares 2,161 $1.3M 0.21% -239 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,533 shares; 2025Q1: 9,540 shares; 2025Q2: not loaded; 2025Q3: 9,060 shares; 2025Q4: 9,060 shares 9,060 $1.28M 0.2% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,996 shares; 2025Q1: 5,866 shares; 2025Q2: not loaded; 2025Q3: 5,948 shares; 2025Q4: 6,033 shares 6,033 $1.28M 0.2% +85 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,804 shares; 2025Q1: 13,936 shares; 2025Q2: not loaded; 2025Q3: 15,286 shares; 2025Q4: 13,571 shares 13,571 $1.27M 0.2% -1,715 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,391 shares; 2025Q1: 4,391 shares; 2025Q2: not loaded; 2025Q3: 4,391 shares; 2025Q4: 4,391 shares 4,391 $1.27M 0.2% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,901 shares; 2025Q1: 2,626 shares; 2025Q2: not loaded; 2025Q3: 2,467 shares; 2025Q4: 2,482 shares 2,482 $1.27M 0.2% +15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,657 shares; 2025Q1: 5,776 shares; 2025Q2: not loaded; 2025Q3: 3,818 shares; 2025Q4: 3,650 shares 3,650 $1.26M 0.2% -168 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,724 shares; 2025Q1: 8,729 shares; 2025Q2: not loaded; 2025Q3: 10,823 shares; 2025Q4: 11,368 shares 11,368 $1.25M 0.2% +545 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,424 shares; 2025Q1: 35,894 shares; 2025Q2: not loaded; 2025Q3: 53,514 shares; 2025Q4: 56,979 shares 56,979 $1.25M 0.2% +3,465 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,575 shares; 2025Q1: 17,368 shares; 2025Q2: not loaded; 2025Q3: 15,482 shares; 2025Q4: 15,452 shares 15,452 $1.24M 0.2% -30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,569 shares; 2025Q1: 4,444 shares; 2025Q2: not loaded; 2025Q3: 4,379 shares; 2025Q4: 4,255 shares 4,255 $1.23M 0.2% -124 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,390 shares; 2025Q1: 46,669 shares; 2025Q2: not loaded; 2025Q3: 43,725 shares; 2025Q4: 48,390 shares 48,390 $1.23M 0.2% +4,665 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,791 shares; 2025Q2: not loaded; 2025Q3: 10,852 shares; 2025Q4: 7,118 shares 7,118 $1.22M 0.19% -3,734 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,516 shares; 2025Q1: 41,516 shares; 2025Q2: not loaded; 2025Q3: 39,648 shares; 2025Q4: 38,644 shares 38,644 $1.2M 0.19% -1,004 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,156 shares; 2025Q1: 8,484 shares; 2025Q2: not loaded; 2025Q3: 16,277 shares; 2025Q4: 12,983 shares 12,983 $1.19M 0.19% -3,294 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,852 shares; 2025Q1: 15,307 shares; 2025Q2: not loaded; 2025Q3: 14,078 shares; 2025Q4: 12,201 shares 12,201 $1.16M 0.19% -1,877 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,925 shares; 2025Q1: 2,782 shares; 2025Q2: not loaded; 2025Q3: 2,512 shares; 2025Q4: 2,479 shares 2,479 $1.15M 0.18% -33 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,033 shares; 2025Q1: 14,013 shares; 2025Q2: not loaded; 2025Q3: 15,245 shares; 2025Q4: 16,931 shares 16,931 $1.14M 0.18% +1,686 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,350 shares; 2025Q1: 8,350 shares; 2025Q2: not loaded; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares 8,350 $1.11M 0.18% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,657 shares; 2025Q1: 7,657 shares; 2025Q2: not loaded; 2025Q3: 6,885 shares; 2025Q4: 6,885 shares 6,885 $1.1M 0.18% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,566 shares; 2025Q1: 8,575 shares; 2025Q2: not loaded; 2025Q3: 8,627 shares; 2025Q4: 8,753 shares 8,753 $1.04M 0.17% +126 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,778 shares; 2025Q1: 12,648 shares; 2025Q2: not loaded; 2025Q3: 12,040 shares; 2025Q4: 23,978 shares 23,978 $1.02M 0.16% +11,938 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,220 shares; 2025Q1: 5,320 shares; 2025Q2: not loaded; 2025Q3: 5,909 shares; 2025Q4: 5,939 shares 5,939 $1.02M 0.16% +30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,331 shares; 2025Q1: 6,170 shares; 2025Q2: not loaded; 2025Q3: 11,636 shares; 2025Q4: 7,740 shares 7,740 $1.01M 0.16% -3,896 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,643 shares; 2025Q1: 40,966 shares; 2025Q2: not loaded; 2025Q3: 33,992 shares; 2025Q4: 45,366 shares 45,366 $1M 0.16% +11,374 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,579 shares; 2025Q1: 36,917 shares; 2025Q2: not loaded; 2025Q3: 32,803 shares; 2025Q4: 47,104 shares 47,104 $996K 0.16% +14,301 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,493 shares; 2025Q1: 31,123 shares; 2025Q2: not loaded; 2025Q3: 30,502 shares; 2025Q4: 10,384 shares 10,384 $987K 0.16% -20,118 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 634 shares; 2025Q2: not loaded; 2025Q3: 1,976 shares; 2025Q4: 1,121 shares 1,121 $985K 0.16% -855 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,454 shares; 2025Q1: 22,099 shares; 2025Q2: not loaded; 2025Q3: 20,078 shares; 2025Q4: 20,436 shares 20,436 $977K 0.16% +358 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,876 shares; 2025Q1: 22,338 shares; 2025Q2: not loaded; 2025Q3: 22,233 shares; 2025Q4: 21,981 shares 21,981 $968K 0.15% -252 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,270 shares; 2025Q1: 4,473 shares; 2025Q2: not loaded; 2025Q3: 4,761 shares; 2025Q4: 3,642 shares 3,642 $965K 0.15% -1,119 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,123 shares; 2025Q1: 1,116 shares; 2025Q2: not loaded; 2025Q3: 1,143 shares; 2025Q4: 10,187 shares 10,187 $955K 0.15% +9,044 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,370 shares; 2025Q1: 10,330 shares; 2025Q2: not loaded; 2025Q3: 10,330 shares; 2025Q4: 10,237 shares 10,237 $954K 0.15% -93 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,380 shares; 2025Q1: 9,876 shares; 2025Q2: not loaded; 2025Q3: 10,622 shares; 2025Q4: 10,866 shares 10,866 $948K 0.15% +244 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,555 shares; 2025Q1: 40,859 shares; 2025Q2: not loaded; 2025Q3: 31,614 shares; 2025Q4: 39,620 shares 39,620 $927K 0.15% +8,006 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,918 shares; 2025Q1: 4,878 shares; 2025Q2: not loaded; 2025Q3: 4,698 shares; 2025Q4: 4,635 shares 4,635 $904K 0.14% -63 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,210 shares; 2025Q1: 6,210 shares; 2025Q2: not loaded; 2025Q3: 4,310 shares; 2025Q4: 7,935 shares 7,935 $874K 0.14% +3,625 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,624 shares; 2025Q1: 40,645 shares; 2025Q2: not loaded; 2025Q3: 44,717 shares; 2025Q4: 26,050 shares 26,050 $871K 0.14% -18,667 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,899 shares; 2025Q1: 15,849 shares; 2025Q2: not loaded; 2025Q3: 15,849 shares; 2025Q4: 15,787 shares 15,787 $865K 0.14% -62 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,991 shares; 2025Q1: 8,991 shares; 2025Q2: not loaded; 2025Q3: 8,321 shares; 2025Q4: 8,125 shares 8,125 $853K 0.14% -196 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,985 shares; 2025Q1: 28,265 shares; 2025Q2: not loaded; 2025Q3: 24,905 shares; 2025Q4: 33,400 shares 33,400 $853K 0.14% +8,495 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,442 shares; 2025Q1: 6,072 shares; 2025Q2: not loaded; 2025Q3: 5,351 shares; 2025Q4: 5,343 shares 5,343 $824K 0.13% -8 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,310 shares; 2025Q1: 20,310 shares; 2025Q2: not loaded; 2025Q3: 19,102 shares; 2025Q4: 19,070 shares 19,070 $818K 0.13% -32 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,776 shares; 2025Q1: 3,776 shares; 2025Q2: not loaded; 2025Q3: 3,776 shares; 2025Q4: 3,776 shares 3,776 $808K 0.13% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,320 shares; 2025Q1: 13,001 shares; 2025Q2: not loaded; 2025Q3: 14,974 shares; 2025Q4: 10,200 shares 10,200 $806K 0.13% -4,774 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,107 shares; 2025Q1: 10,357 shares; 2025Q2: not loaded; 2025Q3: 14,387 shares; 2025Q4: 14,979 shares 14,979 $805K 0.13% +592 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,067 shares; 2025Q1: 6,067 shares; 2025Q2: not loaded; 2025Q3: 6,781 shares; 2025Q4: 6,884 shares 6,884 $803K 0.13% +103 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,807 shares; 2025Q1: 4,807 shares; 2025Q2: not loaded; 2025Q3: 5,582 shares; 2025Q4: 5,582 shares 5,582 $788K 0.13% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,634 shares; 2025Q1: 2,552 shares; 2025Q2: not loaded; 2025Q3: 2,509 shares; 2025Q4: 2,476 shares 2,476 $773K 0.12% -33 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,137 shares; 2025Q1: 8,137 shares; 2025Q2: not loaded; 2025Q3: 7,962 shares; 2025Q4: 7,962 shares 7,962 $771K 0.12% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,168 shares; 2025Q1: 5,138 shares; 2025Q2: not loaded; 2025Q3: 5,478 shares; 2025Q4: 5,463 shares 5,463 $771K 0.12% -15 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 40,000 shares 40,000 $758K 0.12% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,881 shares; 2025Q1: 14,881 shares; 2025Q2: not loaded; 2025Q3: 14,819 shares; 2025Q4: 14,627 shares 14,627 $757K 0.12% -192 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,522 shares; 2025Q1: 37,939 shares; 2025Q2: not loaded; 2025Q3: 30,547 shares; 2025Q4: 30,351 shares 30,351 $756K 0.12% -196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,063 shares; 2025Q1: 3,765 shares; 2025Q2: not loaded; 2025Q3: 3,671 shares; 2025Q4: 3,681 shares 3,681 $747K 0.12% +10 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,443 shares; 2025Q1: 5,443 shares; 2025Q2: not loaded; 2025Q3: 5,798 shares; 2025Q4: 5,798 shares 5,798 $747K 0.12% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,453 shares; 2025Q1: 2,473 shares; 2025Q2: not loaded; 2025Q3: 3,042 shares; 2025Q4: 3,050 shares 3,050 $739K 0.12% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,076 shares; 2025Q1: 4,523 shares; 2025Q2: not loaded; 2025Q3: 4,535 shares; 2025Q4: 3,192 shares 3,192 $731K 0.12% -1,343 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,095 shares; 2025Q1: 1,965 shares; 2025Q2: not loaded; 2025Q3: 2,165 shares; 2025Q4: 2,155 shares 2,155 $723K 0.12% -10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,830 shares; 2025Q1: 7,900 shares; 2025Q2: not loaded; 2025Q3: 8,909 shares; 2025Q4: 8,974 shares 8,974 $721K 0.11% +65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: not loaded; 2025Q3: 5,260 shares; 2025Q4: 7,793 shares 7,793 $711K 0.11% +2,533 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,204 shares; 2025Q1: 5,168 shares; 2025Q2: not loaded; 2025Q3: 5,402 shares; 2025Q4: 5,477 shares 5,477 $707K 0.11% +75 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 25,842 shares; 2025Q4: 35,072 shares 35,072 $696K 0.11% +9,230 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,725 shares; 2025Q1: 4,675 shares; 2025Q2: not loaded; 2025Q3: 4,545 shares; 2025Q4: 4,475 shares 4,475 $692K 0.11% -70 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,936 shares; 2025Q1: 1,996 shares; 2025Q2: not loaded; 2025Q3: 1,981 shares; 2025Q4: 1,963 shares 1,963 $690K 0.11% -18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,778 shares; 2025Q1: 3,678 shares; 2025Q2: not loaded; 2025Q3: 3,204 shares; 2025Q4: 3,122 shares 3,122 $686K 0.11% -82 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,291 shares; 2025Q1: 5,359 shares; 2025Q2: not loaded; 2025Q3: 5,578 shares; 2025Q4: 5,564 shares 5,564 $683K 0.11% -14 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,155 shares; 2025Q1: 27,429 shares; 2025Q2: not loaded; 2025Q3: 24,167 shares; 2025Q4: 25,598 shares 25,598 $669K 0.11% +1,431 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,416 shares; 2025Q1: 3,365 shares; 2025Q2: not loaded; 2025Q3: 3,612 shares; 2025Q4: 2,554 shares 2,554 $663K 0.11% -1,058 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,224 shares; 2025Q1: 11,604 shares; 2025Q2: not loaded; 2025Q3: 12,565 shares; 2025Q4: 12,256 shares 12,256 $661K 0.11% -309 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,397 shares; 2025Q1: 17,716 shares; 2025Q2: not loaded; 2025Q3: 23,244 shares; 2025Q4: 24,662 shares 24,662 $650K 0.1% +1,418 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,710 shares; 2025Q1: 40,550 shares; 2025Q2: not loaded; 2025Q3: 6,060 shares; 2025Q4: 6,060 shares 6,060 $649K 0.1% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,755 shares; 2025Q1: 3,798 shares; 2025Q2: not loaded; 2025Q3: 2,839 shares; 2025Q4: 2,417 shares 2,417 $648K 0.1% -422 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,617 shares; 2025Q1: 3,617 shares; 2025Q2: not loaded; 2025Q3: 3,855 shares; 2025Q4: 3,909 shares 3,909 $636K 0.1% +54 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,436 shares; 2025Q1: 2,436 shares; 2025Q2: not loaded; 2025Q3: 2,436 shares; 2025Q4: 2,436 shares 2,436 $628K 0.1% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,621 shares; 2025Q1: 5,609 shares; 2025Q2: not loaded; 2025Q3: 5,499 shares; 2025Q4: 5,499 shares 5,499 $626K 0.1% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,632 shares; 2025Q1: 4,632 shares; 2025Q2: not loaded; 2025Q3: 3,926 shares; 2025Q4: 3,906 shares 3,906 $625K 0.1% -20 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,037 shares; 2025Q1: 13,293 shares; 2025Q2: not loaded; 2025Q3: 15,786 shares; 2025Q4: 9,767 shares 9,767 $620K 0.1% -6,019 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,921 shares; 2025Q1: 6,921 shares; 2025Q2: not loaded; 2025Q3: 6,921 shares; 2025Q4: 6,921 shares 6,921 $619K 0.1% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,056 shares; 2025Q1: 3,046 shares; 2025Q2: not loaded; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares 2,900 $606K 0.1% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,490 shares; 2025Q1: 4,460 shares; 2025Q2: not loaded; 2025Q3: 4,520 shares; 2025Q4: 4,490 shares 4,490 $591K 0.09% -30 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,468 shares; 2025Q1: 9,427 shares; 2025Q2: not loaded; 2025Q3: 9,248 shares; 2025Q4: 9,406 shares 9,406 $577K 0.09% +158 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,679 shares; 2025Q1: 16,647 shares; 2025Q2: not loaded; 2025Q3: 16,753 shares; 2025Q4: 7,313 shares 7,313 $576K 0.09% -9,440 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,872 shares; 2025Q1: 7,779 shares; 2025Q2: not loaded; 2025Q3: 7,433 shares; 2025Q4: 7,433 shares 7,433 $575K 0.09% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,659 shares; 2025Q1: 1,752 shares; 2025Q2: not loaded; 2025Q3: 2,239 shares; 2025Q4: 1,227 shares 1,227 $556K 0.09% -1,012 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,765 shares; 2025Q1: 6,765 shares; 2025Q2: not loaded; 2025Q3: 6,765 shares; 2025Q4: 6,765 shares 6,765 $556K 0.09% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,019 shares; 2025Q1: 12,019 shares; 2025Q2: not loaded; 2025Q3: 11,735 shares; 2025Q4: 11,735 shares 11,735 $548K 0.09% 0 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 18,625 shares; 2025Q4: 25,970 shares 25,970 $533K 0.08% +7,345 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,602 shares; 2025Q1: 4,602 shares; 2025Q2: not loaded; 2025Q3: 3,892 shares; 2025Q4: 3,892 shares 3,892 $532K 0.08% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,264 shares; 2025Q1: 9,264 shares; 2025Q2: not loaded; 2025Q3: 9,119 shares; 2025Q4: 9,119 shares 9,119 $526K 0.08% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,439 shares; 2025Q1: 5,570 shares; 2025Q2: not loaded; 2025Q3: 5,819 shares; 2025Q4: 3,647 shares 3,647 $525K 0.08% -2,172 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,948 shares; 2025Q1: 10,084 shares; 2025Q2: not loaded; 2025Q3: 10,783 shares; 2025Q4: 10,783 shares 10,783 $519K 0.08% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,522 shares; 2025Q1: 7,580 shares; 2025Q2: not loaded; 2025Q3: 9,087 shares; 2025Q4: 4,932 shares 4,932 $518K 0.08% -4,155 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,348 shares; 2025Q1: 6,223 shares; 2025Q2: not loaded; 2025Q3: 6,223 shares; 2025Q4: 6,223 shares 6,223 $515K 0.08% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,490 shares; 2025Q1: 8,490 shares; 2025Q2: not loaded; 2025Q3: 8,490 shares; 2025Q4: 8,490 shares 8,490 $515K 0.08% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 578 shares; 2025Q1: 631 shares; 2025Q2: not loaded; 2025Q3: 958 shares; 2025Q4: 3,320 shares 3,320 $509K 0.08% +2,362 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,999 shares; 2025Q1: 3,999 shares; 2025Q2: not loaded; 2025Q3: 4,045 shares; 2025Q4: 4,190 shares 4,190 $502K 0.08% +145 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,486 shares; 2025Q1: 1,486 shares; 2025Q2: not loaded; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares 1,458 $491K 0.08% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 1,485 shares; 2025Q2: not loaded; 2025Q3: 1,418 shares; 2025Q4: 1,353 shares 1,353 $487K 0.08% -65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: not loaded; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares 3,900 $476K 0.08% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,838 shares; 2025Q1: 8,568 shares; 2025Q2: not loaded; 2025Q3: 10,064 shares; 2025Q4: 8,810 shares 8,810 $474K 0.08% -1,254 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,597 shares; 2025Q1: 4,988 shares; 2025Q2: not loaded; 2025Q3: 4,951 shares; 2025Q4: 4,901 shares 4,901 $471K 0.08% -50 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 7,345 shares 7,345 $471K 0.08% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,465 shares; 2025Q1: 3,542 shares; 2025Q2: not loaded; 2025Q3: 5,897 shares; 2025Q4: 5,897 shares 5,897 $457K 0.07% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,107 shares; 2025Q1: 7,682 shares; 2025Q2: not loaded; 2025Q3: 7,477 shares; 2025Q4: 7,107 shares 7,107 $453K 0.07% -370 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,472 shares; 2025Q1: 1,472 shares; 2025Q2: not loaded; 2025Q3: 2,597 shares; 2025Q4: 2,597 shares 2,597 $451K 0.07% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,665 shares; 2025Q1: 8,917 shares; 2025Q2: not loaded; 2025Q3: 10,042 shares; 2025Q4: 5,616 shares 5,616 $443K 0.07% -4,426 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: not loaded; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares 1,152 $442K 0.07% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,827 shares; 2025Q1: 2,788 shares; 2025Q2: not loaded; 2025Q3: 2,509 shares; 2025Q4: 2,474 shares 2,474 $429K 0.07% -35 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,950 shares; 2025Q1: 5,350 shares; 2025Q2: not loaded; 2025Q3: 4,683 shares; 2025Q4: 9,304 shares 9,304 $422K 0.07% +4,621 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 10,457 shares; 2025Q4: 11,371 shares 11,371 $412K 0.07% +914 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,311 shares; 2025Q4: 1,491 shares 1,491 $411K 0.07% +180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,255 shares; 2025Q1: 820 shares; 2025Q2: not loaded; 2025Q3: 820 shares; 2025Q4: 820 shares 820 $400K 0.06% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,067 shares; 2025Q2: not loaded; 2025Q3: 14,255 shares; 2025Q4: 9,032 shares 9,032 $394K 0.06% -5,223 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,556 shares; 2025Q1: 4,136 shares; 2025Q2: not loaded; 2025Q3: 4,260 shares; 2025Q4: 4,046 shares 4,046 $390K 0.06% -214 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,458 shares; 2025Q1: 7,392 shares; 2025Q2: not loaded; 2025Q3: 7,322 shares; 2025Q4: 7,322 shares 7,322 $387K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,279 shares; 2025Q1: 3,304 shares; 2025Q2: not loaded; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares 2,931 $378K 0.06% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,540 shares; 2025Q1: 8,540 shares; 2025Q2: not loaded; 2025Q3: 7,310 shares; 2025Q4: 6,470 shares 6,470 $376K 0.06% -840 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,186 shares; 2025Q1: 17,186 shares; 2025Q2: not loaded; 2025Q3: 17,334 shares; 2025Q4: 8,314 shares 8,314 $367K 0.06% -9,020 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,325 shares; 2025Q1: 3,325 shares; 2025Q2: not loaded; 2025Q3: 3,225 shares; 2025Q4: 3,225 shares 3,225 $367K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 595 shares; 2025Q1: 630 shares; 2025Q2: not loaded; 2025Q3: 705 shares; 2025Q4: 735 shares 735 $355K 0.06% +30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,390 shares; 2025Q1: 2,624 shares; 2025Q2: not loaded; 2025Q3: 1,554 shares; 2025Q4: 1,264 shares 1,264 $348K 0.06% -290 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,183 shares; 2025Q1: 3,934 shares; 2025Q2: not loaded; 2025Q3: 4,245 shares; 2025Q4: 4,095 shares 4,095 $345K 0.05% -150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 15,800 shares; 2025Q4: 16,860 shares 16,860 $342K 0.05% +1,060 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,364 shares; 2025Q1: 6,364 shares; 2025Q2: not loaded; 2025Q3: 6,364 shares; 2025Q4: 6,364 shares 6,364 $335K 0.05% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,744 shares 1,744 $334K 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,306 shares; 2025Q1: 4,306 shares; 2025Q2: not loaded; 2025Q3: 3,756 shares; 2025Q4: 7,452 shares 7,452 $333K 0.05% +3,696 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 768 shares; 2025Q1: 768 shares; 2025Q2: not loaded; 2025Q3: 775 shares; 2025Q4: 742 shares 742 $330K 0.05% -33 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,746 shares; 2025Q1: 10,632 shares; 2025Q2: not loaded; 2025Q3: 11,053 shares; 2025Q4: 6,453 shares 6,453 $326K 0.05% -4,600 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: not loaded; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares 1,203 $326K 0.05% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $322K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,160 shares; 2025Q1: 4,110 shares; 2025Q2: not loaded; 2025Q3: 3,890 shares; 2025Q4: 3,890 shares 3,890 $313K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2,765 shares; 2025Q4: 3,585 shares 3,585 $305K 0.05% +820 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,780 shares; 2025Q1: 1,675 shares; 2025Q2: not loaded; 2025Q3: 1,650 shares; 2025Q4: 1,535 shares 1,535 $304K 0.05% -115 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,816 shares; 2025Q1: 2,516 shares; 2025Q2: not loaded; 2025Q3: 3,456 shares; 2025Q4: 3,089 shares 3,089 $297K 0.05% -367 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,945 shares; 2025Q2: not loaded; 2025Q3: 3,820 shares; 2025Q4: 3,630 shares 3,630 $295K 0.05% -190 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,997 shares; 2025Q1: 28,538 shares; 2025Q2: not loaded; 2025Q3: 27,604 shares; 2025Q4: 13,043 shares 13,043 $291K 0.05% -14,561 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,124 shares; 2025Q1: 1,285 shares; 2025Q2: not loaded; 2025Q3: 826 shares; 2025Q4: 814 shares 814 $285K 0.05% -12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: not loaded; 2025Q3: 1,393 shares; 2025Q4: 1,610 shares 1,610 $283K 0.05% +217 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,453 shares; 2025Q1: 4,303 shares; 2025Q2: not loaded; 2025Q3: 3,612 shares; 2025Q4: 3,612 shares 3,612 $281K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,609 shares; 2025Q1: 10,479 shares; 2025Q2: not loaded; 2025Q3: 9,727 shares; 2025Q4: 9,877 shares 9,877 $274K 0.04% +150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,318 shares; 2025Q1: 2,318 shares; 2025Q2: not loaded; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares 2,318 $273K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,101 shares; 2025Q1: 1,905 shares; 2025Q2: not loaded; 2025Q3: 1,931 shares; 2025Q4: 1,998 shares 1,998 $270K 0.04% +67 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 663 shares 663 $258K 0.04% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,891 shares; 2025Q1: 1,891 shares; 2025Q2: not loaded; 2025Q3: 1,811 shares; 2025Q4: 1,811 shares 1,811 $255K 0.04% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,252 shares; 2025Q1: 1,274 shares; 2025Q2: not loaded; 2025Q3: 387 shares; 2025Q4: 317 shares 317 $245K 0.04% -70 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,680 shares; 2025Q1: 3,680 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,943 shares 2,943 $244K 0.04% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,096 shares; 2025Q4: 1,096 shares 1,096 $235K 0.04% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,205 shares; 2025Q1: 3,815 shares; 2025Q2: not loaded; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares 3,750 $234K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,777 shares; 2025Q1: 2,717 shares; 2025Q2: not loaded; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares 2,640 $231K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,226 shares; 2025Q1: 3,264 shares; 2025Q2: not loaded; 2025Q3: 3,047 shares; 2025Q4: 3,097 shares 3,097 $229K 0.04% +50 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,995 shares; 2025Q1: 3,325 shares; 2025Q2: not loaded; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares 3,120 $229K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,926 shares; 2025Q1: 1,716 shares; 2025Q2: not loaded; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares 1,706 $226K 0.04% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,190 shares 2,190 $223K 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,946 shares; 2025Q1: 2,008 shares; 2025Q2: not loaded; 2025Q3: 1,963 shares; 2025Q4: 1,723 shares 1,723 $220K 0.04% -240 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: not loaded; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares 1,978 $218K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,014 shares; 2025Q1: 4,608 shares; 2025Q2: not loaded; 2025Q3: 4,059 shares; 2025Q4: 1,057 shares 1,057 $216K 0.03% -3,002 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,570 shares; 2025Q1: 3,730 shares; 2025Q2: not loaded; 2025Q3: 3,305 shares; 2025Q4: 3,235 shares 3,235 $215K 0.03% -70 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,311 shares; 2025Q1: 3,026 shares; 2025Q2: not loaded; 2025Q3: 2,104 shares; 2025Q4: 2,104 shares 2,104 $209K 0.03% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,004 shares; 2025Q1: 13,149 shares; 2025Q2: not loaded; 2025Q3: 13,149 shares; 2025Q4: 11,149 shares 11,149 $183K 0.03% -2,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,544 shares; 2025Q1: 24,544 shares; 2025Q2: not loaded; 2025Q3: 24,544 shares; 2025Q4: 24,544 shares 24,544 $182K 0.03% 0