IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 174,154 shares; 2023Q4: 180,358 shares; 2024Q1: 264,681 shares; 2024Q2: 300,473 shares; 2024Q3: 262,793 shares; 2024Q4: 246,904 shares; 2025Q1: 255,435 shares; 2025Q2: 247,280 shares 247,280 $11.4M 4.04% -8,155 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,519 shares; 2023Q4: 21,980 shares; 2024Q1: 22,782 shares; 2024Q2: 22,474 shares; 2024Q3: 18,783 shares; 2024Q4: 19,159 shares; 2025Q1: 19,322 shares; 2025Q2: 19,776 shares 19,776 $9.92M 3.53% +454 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,105 shares; 2023Q4: 19,263 shares; 2024Q1: 20,270 shares; 2024Q2: 20,951 shares; 2024Q3: 15,887 shares; 2024Q4: 16,575 shares; 2025Q1: 15,934 shares; 2025Q2: 14,381 shares 14,381 $9.04M 3.22% -1,553 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 46,716 shares; 2023Q4: 45,839 shares; 2024Q1: 42,130 shares; 2024Q2: 43,069 shares; 2024Q3: 35,410 shares; 2024Q4: 36,812 shares; 2025Q1: 38,248 shares; 2025Q2: 39,178 shares 39,178 $8.32M 2.96% +930 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 98,312 shares; 2023Q4: 96,686 shares; 2024Q1: 96,915 shares; 2024Q2: 101,833 shares; 2024Q3: 86,871 shares; 2024Q4: 88,251 shares; 2025Q1: 90,707 shares; 2025Q2: 95,631 shares 95,631 $7.66M 2.73% +4,924 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 151,517 shares; 2023Q4: 153,833 shares; 2024Q1: 157,193 shares; 2024Q2: 173,081 shares; 2024Q3: 150,279 shares; 2024Q4: 156,849 shares; 2025Q1: 164,598 shares; 2025Q2: 171,103 shares 171,103 $7.34M 2.61% +6,505 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,421 shares; 2023Q4: 3,040 shares; 2024Q1: 3,554 shares; 2024Q2: 36,542 shares; 2024Q3: 33,389 shares; 2024Q4: 35,621 shares; 2025Q1: 36,513 shares; 2025Q2: 38,703 shares 38,703 $6.35M 2.26% +2,190 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 31,360 shares; 2023Q4: 34,096 shares; 2024Q1: 35,329 shares; 2024Q2: 39,239 shares; 2024Q3: 24,768 shares; 2024Q4: 25,007 shares; 2025Q1: 28,277 shares; 2025Q2: 29,212 shares 29,212 $5.4M 1.92% +935 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,751 shares; 2023Q4: 21,787 shares; 2024Q1: 50,422 shares; 2024Q2: 89,844 shares; 2024Q3: 52,240 shares; 2024Q4: 50,095 shares; 2025Q1: 50,984 shares; 2025Q2: 45,212 shares 45,212 $5.02M 1.79% -5,772 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 110,156 shares; 2024Q2: 139,191 shares; 2024Q3: 87,638 shares; 2024Q4: 86,151 shares; 2025Q1: 86,563 shares; 2025Q2: 90,399 shares 90,399 $4.97M 1.77% +3,836 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 83,843 shares; 2023Q4: 88,230 shares; 2024Q1: 70,691 shares; 2024Q2: 48,936 shares; 2024Q3: 63,811 shares; 2024Q4: 68,553 shares; 2025Q1: 56,632 shares; 2025Q2: 77,161 shares 77,161 $4.95M 1.76% +20,529 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,834 shares; 2023Q4: 20,109 shares; 2024Q1: 23,753 shares; 2024Q2: 23,408 shares; 2024Q3: 20,094 shares; 2024Q4: 21,393 shares; 2025Q1: 21,802 shares; 2025Q2: 22,023 shares 22,023 $4.89M 1.74% +221 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 68,292 shares; 2023Q4: 75,446 shares; 2024Q1: 74,943 shares; 2024Q2: 79,223 shares; 2024Q3: 57,635 shares; 2024Q4: 63,791 shares; 2025Q1: 72,917 shares; 2025Q2: 95,148 shares 95,148 $4.66M 1.66% +22,231 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 308,211 shares; 2023Q4: 327,463 shares; 2024Q1: 261,824 shares; 2024Q2: 233,631 shares; 2024Q3: 112,324 shares; 2024Q4: 111,155 shares; 2025Q1: 102,802 shares; 2025Q2: 56,158 shares 56,158 $4.13M 1.47% -46,644 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,930 shares; 2023Q4: 20,158 shares; 2024Q1: 21,637 shares; 2024Q2: 22,846 shares; 2024Q3: 18,354 shares; 2024Q4: 20,475 shares; 2025Q1: 20,912 shares; 2025Q2: 22,216 shares 22,216 $3.95M 1.41% +1,304 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,510 shares; 2024Q2: 18,378 shares; 2024Q3: 11,243 shares; 2024Q4: 11,395 shares; 2025Q1: 16,565 shares; 2025Q2: 18,579 shares 18,579 $3.7M 1.32% +2,014 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 30,810 shares; 2023Q4: 30,917 shares; 2024Q1: 33,690 shares; 2024Q2: 35,547 shares; 2024Q3: 30,082 shares; 2024Q4: 32,356 shares; 2025Q1: 35,370 shares; 2025Q2: 37,650 shares 37,650 $3.47M 1.24% +2,280 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28,784 shares; 2023Q4: 34,420 shares; 2024Q1: 38,948 shares; 2024Q2: 38,277 shares; 2024Q3: 37,698 shares; 2024Q4: 38,748 shares; 2025Q1: 32,487 shares; 2025Q2: 31,426 shares 31,426 $3.28M 1.17% -1,061 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 87,999 shares; 2023Q4: 93,354 shares; 2024Q1: 106,442 shares; 2024Q2: 120,947 shares; 2024Q3: 70,491 shares; 2024Q4: 146,937 shares; 2025Q1: 148,491 shares; 2025Q2: 138,921 shares 138,921 $3.2M 1.14% -9,570 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 34,798 shares; 2023Q4: 36,621 shares; 2024Q1: 17,175 shares; 2024Q2: 41,143 shares; 2024Q3: 15,268 shares; 2024Q4: 15,068 shares; 2025Q1: 28,903 shares; 2025Q2: 53,007 shares 53,007 $3.19M 1.14% +24,104 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 59,152 shares; 2023Q4: 59,619 shares; 2024Q1: 62,560 shares; 2024Q2: 69,763 shares; 2024Q3: 61,489 shares; 2024Q4: 64,313 shares; 2025Q1: 68,603 shares; 2025Q2: 74,486 shares 74,486 $3.09M 1.1% +5,883 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; 2023Q3: 10,596 shares; 2023Q4: 10,977 shares; 2024Q1: 11,226 shares; 2024Q2: 11,809 shares; 2024Q3: 9,669 shares; 2024Q4: 9,948 shares; 2025Q1: 9,898 shares; 2025Q2: 10,234 shares 10,234 $2.95M 1.05% +336 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; 2023Q3: 3,544 shares; 2023Q4: 3,595 shares; 2024Q1: 3,165 shares; 2024Q2: 3,204 shares; 2024Q3: 2,640 shares; 2024Q4: 2,593 shares; 2025Q1: 2,902 shares; 2025Q2: 2,951 shares 2,951 $2.86M 1.02% +49 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,433 shares; 2023Q4: 6,335 shares; 2024Q1: 6,158 shares; 2024Q2: 6,191 shares; 2024Q3: 5,541 shares; 2024Q4: 5,506 shares; 2025Q1: 5,640 shares; 2025Q2: 5,978 shares 5,978 $2.86M 1.02% +338 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,375 shares; 2023Q4: 29,523 shares; 2024Q1: 34,232 shares; 2024Q2: 40,429 shares; 2024Q3: 28,652 shares; 2024Q4: 30,080 shares; 2025Q1: 26,708 shares; 2025Q2: 30,313 shares 30,313 $2.83M 1.01% +3,605 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,297 shares; 2023Q4: 16,620 shares; 2024Q1: 10,437 shares; 2024Q2: 10,154 shares; 2024Q3: 7,863 shares; 2024Q4: 7,619 shares; 2025Q1: 8,928 shares; 2025Q2: 9,096 shares 9,096 $2.8M 1% +168 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,426 shares; 2025Q2: 60,744 shares 60,744 $2.77M 0.99% +33,318 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 33,716 shares; 2023Q4: 34,035 shares; 2024Q1: 37,490 shares; 2024Q2: 58,848 shares; 2024Q3: 34,997 shares; 2024Q4: 39,882 shares; 2025Q1: 24,571 shares; 2025Q2: 24,209 shares 24,209 $2.71M 0.96% -362 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,144 shares; 2023Q4: 9,619 shares; 2024Q1: 9,911 shares; 2024Q2: 8,766 shares; 2024Q3: 7,150 shares; 2024Q4: 6,921 shares; 2025Q1: 7,153 shares; 2025Q2: 7,269 shares 7,269 $2.59M 0.92% +116 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; 2023Q3: 6,260 shares; 2023Q4: 6,420 shares; 2024Q1: 6,486 shares; 2024Q2: 6,069 shares; 2024Q3: 5,074 shares; 2024Q4: 5,130 shares; 2025Q1: 5,686 shares; 2025Q2: 5,796 shares 5,796 $2.52M 0.9% +110 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,270 shares; 2023Q4: 5,456 shares; 2024Q1: 5,502 shares; 2024Q2: 4,991 shares; 2024Q3: 4,336 shares; 2024Q4: 4,248 shares; 2025Q1: 4,283 shares; 2025Q2: 4,398 shares 4,398 $2.48M 0.88% +115 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,743 shares; 2023Q4: 20,658 shares; 2024Q1: 23,097 shares; 2024Q2: 24,881 shares; 2024Q3: 15,064 shares; 2024Q4: 14,615 shares; 2025Q1: 14,479 shares; 2025Q2: 13,749 shares 13,749 $2.42M 0.86% -730 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,280 shares; 2024Q2: 6,545 shares; 2024Q3: 9,310 shares; 2024Q4: 10,117 shares; 2025Q1: 9,538 shares; 2025Q2: 7,867 shares 7,867 $2.25M 0.8% -1,671 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,176 shares; 2025Q2: 61,477 shares 61,477 $2.2M 0.78% +50,301 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,664 shares; 2023Q4: 3,817 shares; 2024Q1: 3,203 shares; 2024Q2: 3,243 shares; 2024Q3: 10,141 shares; 2024Q4: 9,893 shares; 2025Q1: 10,064 shares; 2025Q2: 10,164 shares 10,164 $2.2M 0.78% +100 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 22,026 shares; 2024Q2: 28,324 shares; 2024Q3: 30,504 shares; 2024Q4: 31,745 shares; 2025Q1: 33,767 shares; 2025Q2: 40,453 shares 40,453 $2.13M 0.76% +6,686 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; 2023Q3: 6,482 shares; 2023Q4: 6,373 shares; 2024Q1: 6,441 shares; 2024Q2: 6,539 shares; 2024Q3: 5,385 shares; 2024Q4: 5,342 shares; 2025Q1: 5,358 shares; 2025Q2: 5,448 shares 5,448 $2.03M 0.72% +90 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,131 shares; 2024Q3: 1,329 shares; 2024Q4: 2,030 shares; 2025Q1: 2,097 shares; 2025Q2: 2,630 shares 2,630 $1.91M 0.68% +533 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; 2023Q3: 10,774 shares; 2023Q4: 11,140 shares; 2024Q1: 11,220 shares; 2024Q2: 9,085 shares; 2024Q3: 7,824 shares; 2024Q4: 7,879 shares; 2025Q1: 7,857 shares; 2025Q2: 8,129 shares 8,129 $1.85M 0.66% +272 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,601 shares; 2023Q4: 10,892 shares; 2024Q1: 9,558 shares; 2024Q2: 8,808 shares; 2024Q3: 7,270 shares; 2024Q4: 6,631 shares; 2025Q1: 12,743 shares; 2025Q2: 18,438 shares 18,438 $1.85M 0.66% +5,695 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,397 shares 35,397 $1.8M 0.64% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 2,409 shares; 2024Q1: 1,609 shares; 2024Q2: 1,776 shares; 2024Q3: 1,847 shares; 2024Q4: 1,871 shares; 2025Q1: 1,816 shares; 2025Q2: 7,974 shares 7,974 $1.79M 0.64% +6,158 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 71,391 shares; 2023Q4: 67,991 shares; 2024Q1: 66,667 shares; 2024Q2: 63,021 shares; 2024Q3: 53,464 shares; 2024Q4: 47,688 shares; 2025Q1: 44,853 shares; 2025Q2: 47,367 shares 47,367 $1.64M 0.58% +2,514 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,508 shares; 2023Q4: 4,878 shares; 2024Q1: 5,235 shares; 2024Q2: 5,538 shares; 2024Q3: 4,038 shares; 2024Q4: 4,155 shares; 2025Q1: 4,305 shares; 2025Q2: 4,301 shares 4,301 $1.63M 0.58% -4 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,807 shares; 2023Q4: 6,208 shares; 2024Q1: 18,349 shares; 2024Q2: 18,793 shares; 2024Q3: 16,591 shares; 2024Q4: 16,497 shares; 2025Q1: 16,651 shares; 2025Q2: 16,908 shares 16,908 $1.6M 0.57% +257 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,266 shares; 2024Q2: 5,281 shares; 2024Q3: 5,391 shares; 2024Q4: 6,449 shares; 2025Q1: 6,913 shares; 2025Q2: 7,113 shares 7,113 $1.57M 0.56% +200 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; 2023Q3: 14,541 shares; 2023Q4: 13,664 shares; 2024Q1: 13,680 shares; 2024Q2: 13,909 shares; 2024Q3: 12,066 shares; 2024Q4: 12,301 shares; 2025Q1: 12,304 shares; 2025Q2: 12,619 shares 12,619 $1.57M 0.56% +315 Timeline XLG 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,385 shares; 2025Q2: 29,180 shares 29,180 $1.54M 0.55% +10,795 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,946 shares; 2023Q4: 15,671 shares; 2024Q1: 14,008 shares; 2024Q2: 19,876 shares; 2024Q3: 22,493 shares; 2024Q4: 44,599 shares; 2025Q1: 39,618 shares; 2025Q2: 28,731 shares 28,731 $1.51M 0.54% -10,887 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 31,000 shares; 2023Q4: 30,353 shares; 2024Q1: 29,582 shares; 2024Q2: 29,853 shares; 2024Q3: 25,218 shares; 2024Q4: 24,712 shares; 2025Q1: 25,767 shares; 2025Q2: 25,668 shares 25,668 $1.48M 0.53% -99 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,184 shares; 2023Q4: 5,316 shares; 2024Q1: 5,430 shares; 2024Q2: 5,522 shares; 2024Q3: 4,670 shares; 2024Q4: 4,680 shares; 2025Q1: 4,802 shares; 2025Q2: 4,968 shares 4,968 $1.48M 0.53% +166 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; 2023Q3: 20,836 shares; 2023Q4: 25,163 shares; 2024Q1: 24,744 shares; 2024Q2: 24,928 shares; 2024Q3: 20,719 shares; 2024Q4: 20,233 shares; 2025Q1: 20,124 shares; 2025Q2: 20,321 shares 20,321 $1.42M 0.5% +197 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 67,157 shares; 2023Q4: 60,991 shares; 2024Q1: 60,859 shares; 2024Q2: 59,222 shares; 2024Q3: 46,976 shares; 2024Q4: 45,799 shares; 2025Q1: 49,064 shares; 2025Q2: 50,192 shares 50,192 $1.39M 0.49% +1,128 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 298 shares; 2024Q2: 391 shares; 2024Q3: 3,550 shares; 2024Q4: 4,336 shares; 2025Q1: 4,384 shares; 2025Q2: 4,992 shares 4,992 $1.37M 0.49% +608 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,997 shares; 2023Q4: 9,192 shares; 2024Q1: 9,202 shares; 2024Q2: 9,412 shares; 2024Q3: 8,175 shares; 2024Q4: 15,906 shares; 2025Q1: 16,448 shares; 2025Q2: 16,576 shares 16,576 $1.36M 0.48% +128 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,743 shares; 2023Q4: 6,322 shares; 2024Q1: 7,239 shares; 2024Q2: 9,561 shares; 2024Q3: 10,254 shares; 2024Q4: 10,785 shares; 2025Q1: 10,565 shares; 2025Q2: 9,975 shares 9,975 $1.36M 0.48% -590 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,238 shares; 2023Q4: 3,269 shares; 2024Q1: 4,208 shares; 2024Q2: 4,679 shares; 2024Q3: 3,661 shares; 2024Q4: 3,879 shares; 2025Q1: 4,388 shares; 2025Q2: 4,369 shares 4,369 $1.35M 0.48% -19 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,480 shares; 2023Q4: 5,341 shares; 2024Q1: 5,433 shares; 2024Q2: 5,609 shares; 2024Q3: 3,834 shares; 2024Q4: 3,642 shares; 2025Q1: 3,602 shares; 2025Q2: 3,554 shares 3,554 $1.34M 0.48% -48 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,802 shares; 2023Q4: 5,163 shares; 2024Q1: 6,116 shares; 2024Q2: 7,346 shares; 2024Q3: 7,772 shares; 2024Q4: 8,228 shares; 2025Q1: 8,439 shares; 2025Q2: 7,881 shares 7,881 $1.33M 0.47% -558 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,828 shares; 2023Q4: 13,865 shares; 2024Q1: 13,880 shares; 2024Q2: 14,089 shares; 2024Q3: 11,510 shares; 2024Q4: 11,395 shares; 2025Q1: 11,108 shares; 2025Q2: 11,461 shares 11,461 $1.22M 0.43% +353 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,264 shares; 2023Q4: 25,894 shares; 2024Q1: 25,789 shares; 2024Q2: 26,074 shares; 2024Q3: 21,905 shares; 2024Q4: 21,392 shares; 2025Q1: 22,627 shares; 2025Q2: 23,175 shares 23,175 $1.21M 0.43% +548 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 34,916 shares; 2023Q4: 34,105 shares; 2024Q1: 33,805 shares; 2024Q2: 34,230 shares; 2024Q3: 27,940 shares; 2024Q4: 27,203 shares; 2025Q1: 27,401 shares; 2025Q2: 27,318 shares 27,318 $1.2M 0.43% -83 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,606 shares; 2023Q4: 11,565 shares; 2024Q1: 11,528 shares; 2024Q2: 11,808 shares; 2024Q3: 9,792 shares; 2024Q4: 9,738 shares; 2025Q1: 10,107 shares; 2025Q2: 10,128 shares 10,128 $1.2M 0.43% +21 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; 2023Q3: 5,379 shares; 2023Q4: 5,615 shares; 2024Q1: 5,600 shares; 2024Q2: 4,851 shares; 2024Q3: 4,126 shares; 2024Q4: 4,063 shares; 2025Q1: 4,082 shares; 2025Q2: 4,141 shares 4,141 $1.19M 0.42% +59 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 33,233 shares; 2023Q4: 33,830 shares; 2024Q1: 20,712 shares; 2024Q2: 16,772 shares; 2024Q3: 12,811 shares; 2024Q4: 12,449 shares; 2025Q1: 9,531 shares; 2025Q2: 8,549 shares 8,549 $1.17M 0.42% -982 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; 2023Q3: 7,656 shares; 2023Q4: 7,631 shares; 2024Q1: 7,572 shares; 2024Q2: 7,561 shares; 2024Q3: 6,136 shares; 2024Q4: 6,073 shares; 2025Q1: 6,011 shares; 2025Q2: 6,445 shares 6,445 $1.17M 0.42% +434 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,880 shares; 2023Q4: 25,991 shares; 2024Q1: 27,036 shares; 2024Q2: 27,061 shares; 2024Q3: 22,581 shares; 2024Q4: 22,810 shares; 2025Q1: 24,188 shares; 2025Q2: 23,983 shares 23,983 $1.15M 0.41% -205 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,551 shares; 2023Q4: 9,596 shares; 2024Q1: 9,486 shares; 2024Q2: 9,431 shares; 2024Q3: 8,008 shares; 2024Q4: 7,768 shares; 2025Q1: 7,804 shares; 2025Q2: 7,633 shares 7,633 $1.13M 0.4% -171 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; 2023Q3: 2,906 shares; 2023Q4: 2,893 shares; 2024Q1: 2,915 shares; 2024Q2: 2,987 shares; 2024Q3: 2,496 shares; 2024Q4: 2,440 shares; 2025Q1: 2,486 shares; 2025Q2: 2,554 shares 2,554 $1.1M 0.39% +68 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,654 shares; 2023Q4: 7,909 shares; 2024Q1: 8,105 shares; 2024Q2: 7,986 shares; 2024Q3: 6,791 shares; 2024Q4: 6,417 shares; 2025Q1: 6,304 shares; 2025Q2: 7,125 shares 7,125 $1.1M 0.39% +821 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,610 shares; 2023Q4: 17,440 shares; 2024Q1: 17,112 shares; 2024Q2: 16,869 shares; 2024Q3: 14,049 shares; 2024Q4: 13,753 shares; 2025Q1: 13,836 shares; 2025Q2: 14,000 shares 14,000 $1.1M 0.39% +164 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; 2023Q3: 11,738 shares; 2023Q4: 14,782 shares; 2024Q1: 15,152 shares; 2024Q2: 15,870 shares; 2024Q3: 13,434 shares; 2024Q4: 13,967 shares; 2025Q1: 13,925 shares; 2025Q2: 14,667 shares 14,667 $1.09M 0.39% +742 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; 2023Q3: 5,034 shares; 2023Q4: 4,968 shares; 2024Q1: 4,843 shares; 2024Q2: 4,634 shares; 2024Q3: 2,907 shares; 2024Q4: 2,540 shares; 2025Q1: 2,866 shares; 2025Q2: 2,462 shares 2,462 $1.09M 0.39% -404 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; 2023Q3: 1,225 shares; 2023Q4: 1,817 shares; 2024Q1: 2,324 shares; 2024Q2: 2,606 shares; 2024Q3: 2,227 shares; 2024Q4: 2,151 shares; 2025Q1: 2,200 shares; 2025Q2: 2,263 shares 2,263 $1.09M 0.39% +63 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; 2023Q3: 27,069 shares; 2023Q4: 28,762 shares; 2024Q1: 29,582 shares; 2024Q2: 30,328 shares; 2024Q3: 25,539 shares; 2024Q4: 25,649 shares; 2025Q1: 25,139 shares; 2025Q2: 25,793 shares 25,793 $1.08M 0.39% +654 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; 2023Q3: 16,013 shares; 2023Q4: 16,608 shares; 2024Q1: 19,328 shares; 2024Q2: 19,558 shares; 2024Q3: 15,740 shares; 2024Q4: 16,146 shares; 2025Q1: 17,325 shares; 2025Q2: 18,454 shares 18,454 $1.08M 0.38% +1,129 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; 2023Q3: 3,592 shares; 2023Q4: 3,593 shares; 2024Q1: 3,501 shares; 2024Q2: 3,501 shares; 2024Q3: 3,524 shares; 2024Q4: 3,501 shares; 2025Q1: 3,507 shares; 2025Q2: 3,501 shares 3,501 $1.08M 0.38% -6 Timeline SPMO 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,870 shares; 2025Q1: 9,268 shares; 2025Q2: 9,598 shares 9,598 $1.08M 0.38% +330 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,845 shares; 2023Q4: 6,092 shares; 2024Q1: 6,112 shares; 2024Q2: 6,278 shares; 2024Q3: 5,675 shares; 2024Q4: 5,352 shares; 2025Q1: 5,367 shares; 2025Q2: 5,412 shares 5,412 $1.06M 0.38% +45 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,034 shares; 2023Q4: 6,131 shares; 2024Q1: 5,483 shares; 2024Q2: 5,410 shares; 2024Q3: 4,734 shares; 2024Q4: 4,812 shares; 2025Q1: 4,706 shares; 2025Q2: 3,474 shares 3,474 $1.04M 0.37% -1,232 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,066 shares 11,066 $1.04M 0.37% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,759 shares; 2024Q3: 14,037 shares; 2024Q4: 15,238 shares; 2025Q1: 14,099 shares; 2025Q2: 19,248 shares 19,248 $1.02M 0.36% +5,149 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,834 shares; 2023Q4: 15,449 shares; 2024Q1: 14,497 shares; 2024Q2: 13,999 shares; 2024Q3: 10,460 shares; 2024Q4: 9,946 shares; 2025Q1: 9,296 shares; 2025Q2: 9,025 shares 9,025 $990K 0.35% -271 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; 2023Q3: 771 shares; 2023Q4: 1,146 shares; 2024Q1: 1,306 shares; 2024Q2: 1,436 shares; 2024Q3: 1,195 shares; 2024Q4: 1,345 shares; 2025Q1: 1,325 shares; 2025Q2: 1,379 shares 1,379 $985K 0.35% +54 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 9,944 shares; 2024Q1: 9,934 shares; 2024Q2: 9,933 shares; 2024Q3: 11,499 shares; 2024Q4: 13,361 shares; 2025Q1: 15,485 shares; 2025Q2: 20,465 shares 20,465 $931K 0.33% +4,980 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,267 shares; 2023Q4: 1,474 shares; 2024Q1: 1,697 shares; 2024Q2: 1,856 shares; 2024Q3: 1,596 shares; 2024Q4: 1,657 shares; 2025Q1: 1,728 shares; 2025Q2: 1,929 shares 1,929 $907K 0.32% +201 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,873 shares; 2023Q4: 8,262 shares; 2024Q1: 11,152 shares; 2024Q2: 11,427 shares; 2024Q3: 9,473 shares; 2024Q4: 9,714 shares; 2025Q1: 9,956 shares; 2025Q2: 10,416 shares 10,416 $907K 0.32% +460 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 505 shares; 2023Q4: 495 shares; 2024Q1: 559 shares; 2024Q2: 586 shares; 2024Q3: 618 shares; 2024Q4: 666 shares; 2025Q1: 681 shares; 2025Q2: 722 shares 722 $903K 0.32% +41 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,717 shares; 2023Q4: 20,567 shares; 2024Q1: 20,897 shares; 2024Q2: 21,057 shares; 2024Q3: 17,903 shares; 2024Q4: 17,995 shares; 2025Q1: 17,769 shares; 2025Q2: 18,764 shares 18,764 $893K 0.32% +995 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,307 shares; 2023Q4: 21,424 shares; 2024Q1: 23,781 shares; 2024Q2: 24,306 shares; 2024Q3: 20,320 shares; 2024Q4: 21,190 shares; 2025Q1: 21,845 shares; 2025Q2: 22,487 shares 22,487 $890K 0.32% +642 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,897 shares; 2023Q4: 2,851 shares; 2024Q1: 3,024 shares; 2024Q2: 3,159 shares; 2024Q3: 2,683 shares; 2024Q4: 2,685 shares; 2025Q1: 2,802 shares; 2025Q2: 2,314 shares 2,314 $859K 0.31% -488 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,728 shares; 2023Q4: 25,962 shares; 2024Q1: 25,757 shares; 2024Q2: 25,210 shares; 2024Q3: 20,138 shares; 2024Q4: 18,995 shares; 2025Q1: 18,610 shares; 2025Q2: 18,449 shares 18,449 $850K 0.3% -161 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 2,302 shares; 2024Q1: 2,860 shares; 2024Q2: 3,201 shares; 2024Q3: 2,742 shares; 2024Q4: 2,802 shares; 2025Q1: 2,940 shares; 2025Q2: 3,199 shares 3,199 $844K 0.3% +259 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,850 shares; 2023Q4: 8,893 shares; 2024Q1: 8,936 shares; 2024Q2: 9,081 shares; 2024Q3: 7,015 shares; 2024Q4: 6,928 shares; 2025Q1: 6,673 shares; 2025Q2: 6,101 shares 6,101 $830K 0.3% -572 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; 2023Q3: 8,002 shares; 2023Q4: 6,718 shares; 2024Q1: 6,649 shares; 2024Q2: 6,512 shares; 2024Q3: 5,198 shares; 2024Q4: 4,704 shares; 2025Q1: 4,792 shares; 2025Q2: 5,234 shares 5,234 $830K 0.3% +442 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 72,432 shares; 2023Q4: 74,006 shares; 2024Q1: 66,401 shares; 2024Q2: 54,306 shares; 2024Q3: 21,233 shares; 2024Q4: 20,783 shares; 2025Q1: 20,689 shares; 2025Q2: 18,948 shares 18,948 $823K 0.29% -1,741 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,970 shares 7,970 $818K 0.29% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,440 shares; 2023Q4: 17,660 shares; 2024Q1: 20,930 shares; 2024Q2: 27,935 shares; 2024Q3: 24,500 shares; 2024Q4: 27,486 shares; 2025Q1: 28,311 shares; 2025Q2: 32,785 shares 32,785 $814K 0.29% +4,474 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; 2023Q3: 1,656 shares; 2023Q4: 1,687 shares; 2024Q1: 1,761 shares; 2024Q2: 1,791 shares; 2024Q3: 1,503 shares; 2024Q4: 1,529 shares; 2025Q1: 1,584 shares; 2025Q2: 1,527 shares 1,527 $809K 0.29% -57 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; 2023Q3: 6,598 shares; 2023Q4: 6,760 shares; 2024Q1: 6,589 shares; 2024Q2: 7,087 shares; 2024Q3: 6,084 shares; 2024Q4: 6,428 shares; 2025Q1: 6,408 shares; 2025Q2: 6,643 shares 6,643 $809K 0.29% +235 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36,494 shares; 2023Q4: 35,840 shares; 2024Q1: 33,747 shares; 2024Q2: 31,863 shares; 2024Q3: 25,163 shares; 2024Q4: 24,604 shares; 2025Q1: 24,521 shares; 2025Q2: 24,065 shares 24,065 $801K 0.29% -456 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,844 shares; 2023Q4: 14,701 shares; 2024Q1: 8,759 shares; 2024Q2: 8,456 shares; 2024Q3: 7,812 shares; 2024Q4: 6,915 shares; 2025Q1: 6,687 shares; 2025Q2: 6,547 shares 6,547 $798K 0.28% -140 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; 2023Q3: 10,943 shares; 2023Q4: 10,905 shares; 2024Q1: 10,466 shares; 2024Q2: 9,296 shares; 2024Q3: 5,520 shares; 2024Q4: 4,152 shares; 2025Q1: 4,357 shares; 2025Q2: 4,355 shares 4,355 $781K 0.28% -2 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,674 shares; 2023Q4: 18,115 shares; 2024Q1: 20,141 shares; 2024Q2: 20,734 shares; 2024Q3: 17,247 shares; 2024Q4: 17,235 shares; 2025Q1: 18,150 shares; 2025Q2: 18,861 shares 18,861 $764K 0.27% +711 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,528 shares; 2023Q4: 1,537 shares; 2024Q1: 1,631 shares; 2024Q2: 1,678 shares; 2024Q3: 1,389 shares; 2024Q4: 1,408 shares; 2025Q1: 1,424 shares; 2025Q2: 1,423 shares 1,423 $731K 0.26% -1 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; 2023Q3: 5,600 shares; 2023Q4: 7,480 shares; 2024Q1: 7,830 shares; 2024Q2: 9,140 shares; 2024Q3: 8,009 shares; 2024Q4: 8,403 shares; 2025Q1: 8,678 shares; 2025Q2: 8,879 shares 8,879 $729K 0.26% +201 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 251 shares; 2024Q3: 231 shares; 2024Q4: 456 shares; 2025Q1: 558 shares; 2025Q2: 922 shares 922 $729K 0.26% +364 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 547 shares; 2024Q2: 669 shares; 2024Q3: 615 shares; 2024Q4: 676 shares; 2025Q1: 708 shares; 2025Q2: 783 shares 783 $727K 0.26% +75 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,177 shares; 2023Q4: 14,484 shares; 2024Q1: 14,777 shares; 2024Q2: 15,054 shares; 2024Q3: 12,124 shares; 2024Q4: 12,400 shares; 2025Q1: 12,098 shares; 2025Q2: 12,418 shares 12,418 $722K 0.26% +320 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35,542 shares; 2023Q4: 34,038 shares; 2024Q1: 30,498 shares; 2024Q2: 27,671 shares; 2024Q3: 10,467 shares; 2024Q4: 9,753 shares; 2025Q1: 9,701 shares; 2025Q2: 8,855 shares 8,855 $717K 0.26% -846 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,053 shares; 2025Q1: 13,794 shares; 2025Q2: 10,883 shares 10,883 $716K 0.26% -2,911 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 3,540 shares; 2024Q1: 7,325 shares; 2024Q2: 7,930 shares; 2024Q3: 6,335 shares; 2024Q4: 6,568 shares; 2025Q1: 6,660 shares; 2025Q2: 6,715 shares 6,715 $710K 0.25% +55 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,306 shares; 2023Q4: 2,257 shares; 2024Q1: 2,202 shares; 2024Q2: 2,155 shares; 2024Q3: 1,780 shares; 2024Q4: 1,616 shares; 2025Q1: 1,581 shares; 2025Q2: 1,525 shares 1,525 $708K 0.25% -56 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,803 shares; 2025Q2: 8,921 shares 8,921 $698K 0.25% +2,118 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; 2023Q3: 2,107 shares; 2023Q4: 2,129 shares; 2024Q1: 1,430 shares; 2024Q2: 1,475 shares; 2024Q3: 1,255 shares; 2024Q4: 1,254 shares; 2025Q1: 1,273 shares; 2025Q2: 1,255 shares 1,255 $690K 0.25% -18 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,609 shares; 2024Q1: 1,984 shares; 2024Q2: 2,659 shares; 2024Q3: 2,455 shares; 2024Q4: 2,787 shares; 2025Q1: 2,820 shares; 2025Q2: 3,181 shares 3,181 $683K 0.24% +361 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,439 shares; 2023Q4: 13,946 shares; 2024Q1: 13,350 shares; 2024Q2: 13,226 shares; 2024Q3: 11,664 shares; 2024Q4: 11,903 shares; 2025Q1: 12,327 shares; 2025Q2: 25,278 shares 25,278 $652K 0.23% +12,951 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,779 shares; 2023Q4: 22,640 shares; 2024Q1: 20,796 shares; 2024Q2: 15,188 shares; 2024Q3: 8,063 shares; 2024Q4: 8,190 shares; 2025Q1: 8,139 shares; 2025Q2: 7,584 shares 7,584 $649K 0.23% -555 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 7,568 shares; 2024Q1: 14,938 shares; 2024Q2: 16,873 shares; 2024Q3: 15,145 shares; 2024Q4: 17,108 shares; 2025Q1: 17,022 shares; 2025Q2: 19,302 shares 19,302 $647K 0.23% +2,280 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 43,880 shares; 2023Q4: 44,372 shares; 2024Q1: 49,572 shares; 2024Q2: 50,885 shares; 2024Q3: 41,459 shares; 2024Q4: 38,224 shares; 2025Q1: 46,815 shares; 2025Q2: 53,452 shares 53,452 $637K 0.23% +6,637 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,358 shares; 2025Q2: 10,059 shares 10,059 $630K 0.22% -3,299 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,674 shares 2,674 $628K 0.22% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,097 shares; 2023Q4: 3,027 shares; 2024Q1: 2,925 shares; 2024Q2: 3,053 shares; 2024Q3: 2,375 shares; 2024Q4: 2,328 shares; 2025Q1: 2,384 shares; 2025Q2: 2,283 shares 2,283 $628K 0.22% -101 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,439 shares 21,439 $622K 0.22% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,612 shares; 2023Q4: 5,053 shares; 2024Q1: 3,858 shares; 2024Q2: 3,529 shares; 2024Q3: 4,359 shares; 2024Q4: 4,975 shares; 2025Q1: 3,776 shares; 2025Q2: 5,826 shares 5,826 $620K 0.22% +2,050 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,175 shares; 2024Q4: 11,115 shares; 2025Q1: 12,006 shares; 2025Q2: 13,186 shares 13,186 $619K 0.22% +1,180 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,246 shares; 2023Q4: 8,427 shares; 2024Q1: 8,591 shares; 2024Q2: 9,653 shares; 2024Q3: 8,610 shares; 2024Q4: 8,569 shares; 2025Q1: 9,003 shares; 2025Q2: 7,452 shares 7,452 $613K 0.22% -1,551 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,830 shares; 2023Q4: 8,760 shares; 2024Q1: 9,015 shares; 2024Q2: 9,250 shares; 2024Q3: 7,530 shares; 2024Q4: 7,402 shares; 2025Q1: 7,706 shares; 2025Q2: 7,606 shares 7,606 $612K 0.22% -100 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,130 shares 1,130 $594K 0.21% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,358 shares; 2023Q4: 10,979 shares; 2024Q1: 10,704 shares; 2024Q2: 10,867 shares; 2024Q3: 8,611 shares; 2024Q4: 7,964 shares; 2025Q1: 8,436 shares; 2025Q2: 8,896 shares 8,896 $588K 0.21% +460 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,701 shares; 2023Q4: 12,713 shares; 2024Q1: 12,693 shares; 2024Q2: 11,936 shares; 2024Q3: 11,501 shares; 2024Q4: 11,148 shares; 2025Q1: 10,970 shares; 2025Q2: 10,046 shares 10,046 $572K 0.2% -924 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,614 shares; 2023Q4: 6,303 shares; 2024Q1: 5,987 shares; 2024Q2: 5,982 shares; 2024Q3: 4,326 shares; 2024Q4: 4,064 shares; 2025Q1: 4,050 shares; 2025Q2: 4,034 shares 4,034 $563K 0.2% -16 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,212 shares; 2023Q4: 10,272 shares; 2024Q1: 10,208 shares; 2024Q2: 10,266 shares; 2024Q3: 8,373 shares; 2024Q4: 8,211 shares; 2025Q1: 8,412 shares; 2025Q2: 7,380 shares 7,380 $553K 0.2% -1,032 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,833 shares; 2023Q4: 1,921 shares; 2024Q1: 2,045 shares; 2024Q2: 2,050 shares; 2024Q3: 1,734 shares; 2024Q4: 1,762 shares; 2025Q1: 1,713 shares; 2025Q2: 689 shares 689 $553K 0.2% -1,024 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,363 shares 1,363 $538K 0.19% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,790 shares; 2023Q4: 13,492 shares; 2024Q1: 11,491 shares; 2024Q2: 15,539 shares; 2024Q3: 11,524 shares; 2024Q4: 12,181 shares; 2025Q1: 14,916 shares; 2025Q2: 23,367 shares 23,367 $532K 0.19% +8,451 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; 2023Q3: 3,030 shares; 2023Q4: 3,540 shares; 2024Q1: 3,740 shares; 2024Q2: 4,330 shares; 2024Q3: 3,710 shares; 2024Q4: 4,037 shares; 2025Q1: 4,132 shares; 2025Q2: 3,908 shares 3,908 $522K 0.19% -224 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,996 shares; 2023Q4: 14,403 shares; 2024Q1: 13,201 shares; 2024Q2: 13,219 shares; 2024Q3: 9,698 shares; 2024Q4: 9,260 shares; 2025Q1: 8,687 shares; 2025Q2: 8,073 shares 8,073 $519K 0.18% -614 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,218 shares 21,218 $505K 0.18% new 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; 2023Q3: 9,719 shares; 2023Q4: 9,310 shares; 2024Q1: 9,223 shares; 2024Q2: 8,786 shares; 2024Q3: 6,757 shares; 2024Q4: 5,992 shares; 2025Q1: 5,841 shares; 2025Q2: 5,890 shares 5,890 $495K 0.18% +49 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; 2023Q3: 14,492 shares; 2023Q4: 14,442 shares; 2024Q1: 14,159 shares; 2024Q2: 14,189 shares; 2024Q3: 10,337 shares; 2024Q4: 9,963 shares; 2025Q1: 10,112 shares; 2025Q2: 9,491 shares 9,491 $487K 0.17% -621 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,117 shares; 2023Q4: 11,751 shares; 2024Q1: 11,376 shares; 2024Q2: 10,369 shares; 2024Q3: 3,709 shares; 2024Q4: 16,564 shares; 2025Q1: 12,107 shares; 2025Q2: 16,174 shares 16,174 $476K 0.17% +4,067 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 4,093 shares; 2024Q1: 4,089 shares; 2024Q2: 4,088 shares; 2024Q3: 4,180 shares; 2024Q4: 3,508 shares; 2025Q1: 3,508 shares; 2025Q2: 3,508 shares 3,508 $469K 0.17% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,700 shares; 2023Q4: 7,902 shares; 2024Q1: 8,417 shares; 2024Q2: 9,382 shares; 2024Q3: 8,402 shares; 2024Q4: 8,519 shares; 2025Q1: 8,716 shares; 2025Q2: 9,070 shares 9,070 $465K 0.17% +354 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,427 shares; 2025Q2: 9,473 shares 9,473 $456K 0.16% -954 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,535 shares; 2024Q2: 3,365 shares; 2024Q3: 2,995 shares; 2024Q4: 3,113 shares; 2025Q1: 3,179 shares; 2025Q2: 3,063 shares 3,063 $443K 0.16% -116 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,070 shares 3,070 $443K 0.16% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 4,841 shares; 2024Q1: 7,398 shares; 2024Q2: 9,307 shares; 2024Q3: 8,163 shares; 2024Q4: 7,503 shares; 2025Q1: 7,559 shares; 2025Q2: 6,458 shares 6,458 $439K 0.16% -1,101 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,576 shares; 2023Q4: 20,291 shares; 2024Q1: 21,081 shares; 2024Q2: 21,126 shares; 2024Q3: 17,566 shares; 2024Q4: 16,596 shares; 2025Q1: 16,962 shares; 2025Q2: 17,393 shares 17,393 $435K 0.15% +431 XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,113 shares; 2025Q2: 6,346 shares 6,346 $434K 0.15% +2,233 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,549 shares; 2023Q4: 23,131 shares; 2024Q1: 41,143 shares; 2024Q2: 46,790 shares; 2024Q3: 39,604 shares; 2024Q4: 40,573 shares; 2025Q1: 31,324 shares; 2025Q2: 6,665 shares 6,665 $424K 0.15% -24,659 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,920 shares; 2023Q4: 5,160 shares; 2024Q1: 5,160 shares; 2024Q2: 5,229 shares; 2024Q3: 4,698 shares; 2024Q4: 4,629 shares; 2025Q1: 4,225 shares; 2025Q2: 4,225 shares 4,225 $423K 0.15% 0 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; 2023Q3: 10,096 shares; 2023Q4: 9,862 shares; 2024Q1: 8,906 shares; 2024Q2: 8,205 shares; 2024Q3: 3,479 shares; 2024Q4: 3,373 shares; 2025Q1: 3,517 shares; 2025Q2: 3,019 shares 3,019 $410K 0.15% -498 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,297 shares; 2025Q1: 3,673 shares; 2025Q2: 1,626 shares 1,626 $398K 0.14% -2,047 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; 2023Q3: 16,590 shares; 2023Q4: 18,312 shares; 2024Q1: 16,601 shares; 2024Q2: 15,343 shares; 2024Q3: 5,794 shares; 2024Q4: 5,777 shares; 2025Q1: 5,698 shares; 2025Q2: 4,828 shares 4,828 $391K 0.14% -870 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,006 shares; 2023Q4: 22,819 shares; 2024Q1: 17,414 shares; 2024Q2: 17,244 shares; 2024Q3: 14,095 shares; 2024Q4: 13,329 shares; 2025Q1: 12,663 shares; 2025Q2: 5,774 shares 5,774 $390K 0.14% -6,889 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 663 shares; 2023Q4: 631 shares; 2024Q1: 616 shares; 2024Q2: 715 shares; 2024Q3: 649 shares; 2024Q4: 634 shares; 2025Q1: 663 shares; 2025Q2: 663 shares 663 $375K 0.13% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,665 shares; 2024Q3: 1,741 shares; 2024Q4: 1,944 shares; 2025Q1: 2,062 shares; 2025Q2: 2,842 shares 2,842 $375K 0.13% +780 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; 2023Q3: 14,956 shares; 2023Q4: 15,210 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,143 shares 3,143 $360K 0.13% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,460 shares 3,460 $356K 0.13% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,836 shares; 2023Q4: 15,529 shares; 2024Q1: 14,356 shares; 2024Q2: 13,169 shares; 2024Q3: 5,046 shares; 2024Q4: 5,236 shares; 2025Q1: 5,225 shares; 2025Q2: 7,568 shares 7,568 $348K 0.12% +2,343 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,804 shares 1,804 $346K 0.12% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,515 shares; 2023Q4: 16,274 shares; 2024Q1: 15,025 shares; 2024Q2: 11,757 shares; 2024Q3: 4,641 shares; 2024Q4: 4,267 shares; 2025Q1: 3,731 shares; 2025Q2: 4,172 shares 4,172 $344K 0.12% +441 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,952 shares; 2023Q4: 12,952 shares; 2024Q1: 12,957 shares; 2024Q2: 8,925 shares; 2024Q3: 7,050 shares; 2024Q4: 6,505 shares; 2025Q1: 6,638 shares; 2025Q2: 7,174 shares 7,174 $337K 0.12% +536 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,100 shares; 2023Q4: 13,100 shares; 2024Q1: 13,430 shares; 2024Q2: 13,540 shares; 2024Q3: 11,365 shares; 2024Q4: 11,626 shares; 2025Q1: 11,445 shares; 2025Q2: 13,022 shares 13,022 $335K 0.12% +1,577 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,636 shares; 2024Q3: 2,520 shares; 2024Q4: 3,226 shares; 2025Q1: 3,368 shares; 2025Q2: 4,505 shares 4,505 $332K 0.12% +1,137 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; 2023Q3: 12,160 shares; 2023Q4: 13,440 shares; 2024Q1: 13,996 shares; 2024Q2: 13,332 shares; 2024Q3: 10,835 shares; 2024Q4: 11,233 shares; 2025Q1: 11,473 shares; 2025Q2: 2,649 shares 2,649 $322K 0.11% -8,824 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; 2023Q3: 8,619 shares; 2023Q4: 8,712 shares; 2024Q1: 4,116 shares; 2024Q2: 3,906 shares; 2024Q3: 3,373 shares; 2024Q4: 3,443 shares; 2025Q1: 2,850 shares; 2025Q2: 2,285 shares 2,285 $321K 0.11% -565 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,451 shares; 2025Q1: 4,451 shares; 2025Q2: 5,031 shares 5,031 $321K 0.11% +580 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,657 shares; 2023Q4: 2,385 shares; 2024Q1: 3,198 shares; 2024Q2: 4,116 shares; 2024Q3: 3,597 shares; 2024Q4: 3,247 shares; 2025Q1: 3,313 shares; 2025Q2: 2,698 shares 2,698 $318K 0.11% -615 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,893 shares 2,893 $310K 0.11% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,314 shares; 2023Q4: 8,314 shares; 2024Q1: 8,314 shares; 2024Q2: 8,314 shares; 2024Q3: 8,314 shares; 2024Q4: 8,314 shares; 2025Q1: 8,314 shares; 2025Q2: 8,314 shares 8,314 $310K 0.11% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,454 shares; 2025Q2: 2,256 shares 2,256 $309K 0.11% -198 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,445 shares; 2024Q3: 4,680 shares; 2024Q4: 5,387 shares; 2025Q1: 5,471 shares; 2025Q2: 5,376 shares 5,376 $304K 0.11% -95 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,014 shares; 2023Q4: 1,314 shares; 2024Q1: 1,301 shares; 2024Q2: 1,249 shares; 2024Q3: 878 shares; 2024Q4: 878 shares; 2025Q1: 867 shares; 2025Q2: 839 shares 839 $295K 0.11% -28 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,030 shares; 2024Q2: 5,725 shares; 2024Q3: 4,765 shares; 2024Q4: 5,124 shares; 2025Q1: 5,236 shares; 2025Q2: 5,166 shares 5,166 $293K 0.1% -70 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,061 shares; 2025Q2: 3,155 shares 3,155 $287K 0.1% +94 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,423 shares; 2023Q4: 11,465 shares; 2024Q1: 7,322 shares; 2024Q2: 6,165 shares; 2024Q3: 5,824 shares; 2024Q4: 11,239 shares; 2025Q1: 11,615 shares; 2025Q2: 11,443 shares 11,443 $284K 0.1% -172 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,740 shares; 2024Q2: 7,578 shares; 2024Q3: 7,581 shares; 2024Q4: 7,922 shares; 2025Q1: 8,205 shares; 2025Q2: 5,028 shares 5,028 $275K 0.1% -3,177 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,108 shares; 2023Q4: 19,712 shares; 2024Q1: 18,162 shares; 2024Q2: 15,764 shares; 2024Q3: 6,570 shares; 2024Q4: 6,425 shares; 2025Q1: 6,417 shares; 2025Q2: 5,956 shares 5,956 $274K 0.1% -461 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,346 shares; 2024Q2: 7,900 shares; 2024Q3: 7,447 shares; 2024Q4: 7,445 shares; 2025Q1: 7,415 shares; 2025Q2: 7,343 shares 7,343 $273K 0.1% -72 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 37,134 shares; 2023Q4: 18,286 shares; 2024Q1: 7,310 shares; 2024Q2: 5,102 shares; 2024Q3: 3,665 shares; 2024Q4: 3,259 shares; 2025Q1: 4,070 shares; 2025Q2: 2,888 shares 2,888 $270K 0.1% -1,182 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,802 shares; 2023Q4: 6,155 shares; 2024Q1: 3,660 shares; 2024Q2: 3,525 shares; 2024Q3: 2,786 shares; 2024Q4: 2,241 shares; 2025Q1: 1,878 shares; 2025Q2: 1,463 shares 1,463 $267K 0.09% -415 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 5,207 shares; 2024Q1: 7,067 shares; 2024Q2: 8,177 shares; 2024Q3: 6,425 shares; 2024Q4: 6,441 shares; 2025Q1: 6,194 shares; 2025Q2: 7,256 shares 7,256 $266K 0.09% +1,062 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,149 shares; 2025Q1: 4,610 shares; 2025Q2: 4,417 shares 4,417 $264K 0.09% -193 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; 2023Q3: 11,369 shares; 2023Q4: 12,921 shares; 2024Q1: 10,927 shares; 2024Q2: 9,120 shares; 2024Q3: 5,959 shares; 2024Q4: 5,381 shares; 2025Q1: 5,156 shares; 2025Q2: 4,533 shares 4,533 $260K 0.09% -623 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,996 shares; 2024Q1: 1,919 shares; 2024Q2: 1,928 shares; 2024Q3: 2,902 shares; 2024Q4: 2,909 shares; 2025Q1: 1,774 shares; 2025Q2: 2,193 shares 2,193 $259K 0.09% +419 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,028 shares; 2023Q4: 4,858 shares; 2024Q1: 4,801 shares; 2024Q2: 4,407 shares; 2024Q3: not reported; 2024Q4: 13,816 shares; 2025Q1: 13,734 shares; 2025Q2: 9,106 shares 9,106 $257K 0.09% -4,628 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,994 shares 4,994 $256K 0.09% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,634 shares 1,634 $253K 0.09% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 2,532 shares; 2024Q1: 2,532 shares; 2024Q2: 2,532 shares; 2024Q3: 2,532 shares; 2024Q4: 2,532 shares; 2025Q1: 2,532 shares; 2025Q2: 2,532 shares 2,532 $251K 0.09% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,111 shares; 2025Q1: 1,152 shares; 2025Q2: 1,050 shares 1,050 $249K 0.09% -102 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 867 shares 867 $243K 0.09% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 9,369 shares; 2024Q1: 11,483 shares; 2024Q2: 15,114 shares; 2024Q3: 15,279 shares; 2024Q4: 12,279 shares; 2025Q1: 12,219 shares; 2025Q2: 10,521 shares 10,521 $243K 0.09% -1,698 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; 2023Q3: 7,061 shares; 2023Q4: 5,760 shares; 2024Q1: 3,998 shares; 2024Q2: 3,493 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,313 shares 3,313 $242K 0.09% new 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; 2023Q3: 4,361 shares; 2023Q4: 4,545 shares; 2024Q1: 4,673 shares; 2024Q2: 6,795 shares; 2024Q3: 6,708 shares; 2024Q4: 7,401 shares; 2025Q1: 7,820 shares; 2025Q2: 2,101 shares 2,101 $241K 0.09% -5,719 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,547 shares; 2023Q4: 14,297 shares; 2024Q1: 14,295 shares; 2024Q2: 14,038 shares; 2024Q3: 10,051 shares; 2024Q4: 9,921 shares; 2025Q1: 10,141 shares; 2025Q2: 7,273 shares 7,273 $228K 0.08% -2,868 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304 shares 304 $227K 0.08% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 657 shares 657 $226K 0.08% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,165 shares; 2023Q4: 6,729 shares; 2024Q1: 6,294 shares; 2024Q2: 5,943 shares; 2024Q3: not reported; 2024Q4: 3,459 shares; 2025Q1: 2,918 shares; 2025Q2: 2,656 shares 2,656 $223K 0.08% -262 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 49,701 shares; 2023Q4: 37,758 shares; 2024Q1: 33,129 shares; 2024Q2: 30,170 shares; 2024Q3: 11,528 shares; 2024Q4: 12,068 shares; 2025Q1: 11,902 shares; 2025Q2: 5,527 shares 5,527 $220K 0.08% -6,375 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,822 shares; 2023Q4: 9,903 shares; 2024Q1: 9,832 shares; 2024Q2: 9,611 shares; 2024Q3: 7,877 shares; 2024Q4: 7,733 shares; 2025Q1: 5,088 shares; 2025Q2: 4,925 shares 4,925 $220K 0.08% -163 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; 2023Q3: 3,928 shares; 2023Q4: 3,850 shares; 2024Q1: 1,768 shares; 2024Q2: 1,338 shares; 2024Q3: 1,136 shares; 2024Q4: 1,055 shares; 2025Q1: 942 shares; 2025Q2: 745 shares 745 $215K 0.08% -197 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 44,150 shares; 2023Q4: 44,382 shares; 2024Q1: 45,106 shares; 2024Q2: 44,902 shares; 2024Q3: 33,887 shares; 2024Q4: 31,438 shares; 2025Q1: 24,480 shares; 2025Q2: 15,297 shares 15,297 $215K 0.08% -9,183 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; 2023Q3: 13,930 shares; 2023Q4: 14,622 shares; 2024Q1: 5,988 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,025 shares 3,025 $208K 0.07% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,073 shares; 2024Q4: 3,831 shares; 2025Q1: not reported; 2025Q2: 3,597 shares 3,597 $202K 0.07% new Timeline