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; 2024Q4: 38,993 shares; 2025Q1: 36,394 shares; 2025Q2: 35,472 shares; 2025Q3: 34,552 shares; 2025Q4: 33,219 shares; 2026Q1: 33,673 shares; 2026Q2: 34,482 shares; 2026Q3: 32,933 shares 32,933 $8.21M 4.96% -1,549 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,839 shares; 2025Q1: 26,883 shares; 2025Q2: 27,123 shares; 2025Q3: 26,602 shares; 2025Q4: 26,811 shares; 2026Q1: 26,627 shares; 2026Q2: 26,627 shares; 2026Q3: 24,239 shares 24,239 $8.07M 4.88% -2,388 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; 2024Q4: 9,991 shares; 2025Q1: 9,718 shares; 2025Q2: 9,815 shares; 2025Q3: 9,524 shares; 2025Q4: 9,595 shares; 2026Q1: 9,385 shares; 2026Q2: 9,315 shares; 2026Q3: 9,293 shares 9,293 $7.09M 4.29% -22 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,899 shares; 2025Q1: 20,144 shares; 2025Q2: 20,706 shares; 2025Q3: 20,608 shares; 2025Q4: 19,605 shares; 2026Q1: 19,756 shares; 2026Q2: 19,893 shares; 2026Q3: 18,740 shares 18,740 $6.45M 3.9% -1,153 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,994 shares; 2025Q1: 83,302 shares; 2025Q2: 86,542 shares; 2025Q3: 87,868 shares; 2025Q4: 89,506 shares; 2026Q1: 91,167 shares; 2026Q2: 95,310 shares; 2026Q3: 96,740 shares 96,740 $4.3M 2.6% +1,430 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,561 shares; 2025Q1: 4,539 shares; 2025Q2: 4,574 shares; 2025Q3: 4,574 shares; 2025Q4: 45,587 shares; 2026Q1: 50,256 shares; 2026Q2: 51,636 shares; 2026Q3: 52,749 shares 52,749 $3.67M 2.22% +1,113 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; 2024Q4: 2,505 shares; 2025Q1: 2,495 shares; 2025Q2: 2,484 shares; 2025Q3: 2,797 shares; 2025Q4: 2,840 shares; 2026Q1: 3,005 shares; 2026Q2: 3,645 shares; 2026Q3: 4,001 shares 4,001 $3.64M 2.2% +356 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,453 shares; 2025Q1: 4,888 shares; 2025Q2: 5,017 shares; 2025Q3: 5,023 shares; 2025Q4: 4,979 shares; 2026Q1: 5,504 shares; 2026Q2: 6,090 shares; 2026Q3: 6,205 shares 6,205 $3.18M 1.93% +115 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,494 shares; 2025Q1: 8,219 shares; 2025Q2: 9,756 shares; 2025Q3: 9,936 shares; 2025Q4: 9,387 shares; 2026Q1: 9,020 shares; 2026Q2: 9,028 shares; 2026Q3: 8,955 shares 8,955 $3.05M 1.85% -73 Timeline GSEW 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; 2024Q4: 20,705 shares; 2025Q1: 25,580 shares; 2025Q2: 26,412 shares; 2025Q3: 27,256 shares; 2025Q4: 29,109 shares; 2026Q1: 27,752 shares; 2026Q2: 30,231 shares; 2026Q3: 30,110 shares 30,110 $2.8M 1.7% -121 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,078 shares; 2025Q1: 61,754 shares; 2025Q2: 61,484 shares; 2025Q3: 60,645 shares; 2025Q4: 61,374 shares; 2026Q1: 57,480 shares; 2026Q2: 58,203 shares; 2026Q3: 57,656 shares 57,656 $2.78M 1.68% -547 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,850 shares; 2025Q1: 12,285 shares; 2025Q2: 12,438 shares; 2025Q3: 12,024 shares; 2025Q4: 11,702 shares; 2026Q1: 12,138 shares; 2026Q2: 12,254 shares; 2026Q3: 12,003 shares 12,003 $2.74M 1.66% -251 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,012 shares; 2025Q1: 30,967 shares; 2025Q2: 37,990 shares; 2025Q3: 39,773 shares; 2025Q4: 41,531 shares; 2026Q1: 44,181 shares; 2026Q2: 46,842 shares; 2026Q3: 47,431 shares 47,431 $2.65M 1.6% +589 Timeline JPLD 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; 2024Q4: not reported; 2025Q1: 20,498 shares; 2025Q2: 38,796 shares; 2025Q3: 48,631 shares; 2025Q4: 67,885 shares; 2026Q1: 61,491 shares; 2026Q2: 56,020 shares; 2026Q3: 49,366 shares 49,366 $2.54M 1.54% -6,654 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,453 shares; 2025Q1: 7,185 shares; 2025Q2: 7,084 shares; 2025Q3: 7,084 shares; 2025Q4: 6,368 shares; 2026Q1: 5,503 shares; 2026Q2: 4,929 shares; 2026Q3: 4,635 shares 4,635 $2.37M 1.43% -294 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,401 shares; 2025Q1: 6,401 shares; 2025Q2: 6,401 shares; 2025Q3: 6,401 shares; 2025Q4: 6,397 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares; 2026Q3: 6,418 shares 6,418 $2.31M 1.4% +18 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,700 shares; 2025Q2: 34,075 shares; 2025Q3: 34,799 shares; 2025Q4: 36,611 shares; 2026Q1: 41,081 shares; 2026Q2: 41,207 shares; 2026Q3: 40,347 shares 40,347 $2.03M 1.23% -860 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,475 shares; 2025Q1: 46,246 shares; 2025Q2: 52,276 shares; 2025Q3: 53,242 shares; 2025Q4: 54,847 shares; 2026Q1: 55,569 shares; 2026Q2: 55,830 shares; 2026Q3: 54,230 shares 54,230 $2.01M 1.21% -1,600 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,260 shares; 2025Q1: 7,262 shares; 2025Q2: 8,327 shares; 2025Q3: 8,644 shares; 2025Q4: 8,548 shares; 2026Q1: 8,401 shares; 2026Q2: 7,491 shares; 2026Q3: 7,519 shares 7,519 $1.97M 1.19% +28 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,343 shares; 2025Q1: 19,193 shares; 2025Q2: 34,163 shares; 2025Q3: 37,284 shares; 2025Q4: 38,511 shares; 2026Q1: 38,724 shares; 2026Q2: 39,877 shares; 2026Q3: 39,912 shares 39,912 $1.89M 1.15% +35 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; 2024Q4: 19,468 shares; 2025Q1: 18,231 shares; 2025Q2: 16,897 shares; 2025Q3: 15,967 shares; 2025Q4: 15,878 shares; 2026Q1: 21,208 shares; 2026Q2: 25,563 shares; 2026Q3: 28,766 shares 28,766 $1.76M 1.07% +3,203 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,508 shares; 2025Q3: 24,395 shares; 2025Q4: 31,762 shares; 2026Q1: 34,004 shares; 2026Q2: 37,141 shares; 2026Q3: 38,171 shares 38,171 $1.65M 1% +1,030 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; 2024Q4: 3,226 shares; 2025Q1: 3,165 shares; 2025Q2: 3,140 shares; 2025Q3: 3,163 shares; 2025Q4: 3,034 shares; 2026Q1: 3,009 shares; 2026Q2: 17,717 shares; 2026Q3: 17,658 shares 17,658 $1.59M 0.96% -59 Timeline BUSA 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,610 shares; 2026Q3: 38,070 shares 38,070 $1.5M 0.9% +4,460 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; 2024Q4: 1,408 shares; 2025Q1: 2,909 shares; 2025Q2: 4,147 shares; 2025Q3: 5,032 shares; 2025Q4: 5,191 shares; 2026Q1: 5,238 shares; 2026Q2: 3,029 shares; 2026Q3: 2,930 shares 2,930 $1.46M 0.88% -99 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,104 shares; 2025Q1: 9,084 shares; 2025Q2: 8,630 shares; 2025Q3: 8,550 shares; 2025Q4: 8,479 shares; 2026Q1: 7,950 shares; 2026Q2: 7,929 shares; 2026Q3: 7,729 shares 7,729 $1.42M 0.86% -200 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; 2024Q4: 3,196 shares; 2025Q1: 3,311 shares; 2025Q2: 3,316 shares; 2025Q3: 3,391 shares; 2025Q4: 3,221 shares; 2026Q1: 3,106 shares; 2026Q2: 2,886 shares; 2026Q3: 2,312 shares 2,312 $1.41M 0.86% -574 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,669 shares; 2026Q3: 9,297 shares 9,297 $1.4M 0.85% +5,628 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,132 shares; 2025Q1: 7,060 shares; 2025Q2: 6,872 shares; 2025Q3: 6,873 shares; 2025Q4: 6,689 shares; 2026Q1: 6,470 shares; 2026Q2: 6,106 shares; 2026Q3: 6,029 shares 6,029 $1.38M 0.84% -77 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,571 shares; 2025Q3: 17,846 shares; 2025Q4: 21,805 shares; 2026Q1: 25,275 shares; 2026Q2: 26,268 shares; 2026Q3: 25,618 shares 25,618 $1.38M 0.83% -650 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; 2024Q4: 1,310 shares; 2025Q1: 1,302 shares; 2025Q2: 1,352 shares; 2025Q3: 1,348 shares; 2025Q4: 1,514 shares; 2026Q1: 1,717 shares; 2026Q2: 1,722 shares; 2026Q3: 1,812 shares 1,812 $1.34M 0.81% +90 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,522 shares; 2026Q2: 24,522 shares; 2026Q3: 24,522 shares 24,522 $1.29M 0.78% 0 Timeline GPIX 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; 2024Q4: 7,850 shares; 2025Q1: 8,280 shares; 2025Q2: 5,820 shares; 2025Q3: 8,832 shares; 2025Q4: 10,972 shares; 2026Q1: 14,410 shares; 2026Q2: 21,456 shares; 2026Q3: 22,353 shares 22,353 $1.25M 0.75% +897 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; 2024Q4: 12,831 shares; 2025Q1: 12,481 shares; 2025Q2: 12,481 shares; 2025Q3: 12,431 shares; 2025Q4: 12,366 shares; 2026Q1: 12,338 shares; 2026Q2: 12,338 shares; 2026Q3: 12,401 shares 12,401 $1.21M 0.73% +63 Timeline BSMC 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,396 shares; 2026Q2: 31,760 shares; 2026Q3: 32,100 shares 32,100 $1.21M 0.73% +340 Timeline JEMA 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; 2024Q4: not reported; 2025Q1: 13,785 shares; 2025Q2: 14,423 shares; 2025Q3: 15,358 shares; 2025Q4: 16,158 shares; 2026Q1: 20,333 shares; 2026Q2: 20,559 shares; 2026Q3: 19,214 shares 19,214 $1.19M 0.72% -1,345 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; 2024Q4: 2,082 shares; 2025Q1: 1,488 shares; 2025Q2: 1,479 shares; 2025Q3: 1,469 shares; 2025Q4: 1,415 shares; 2026Q1: 1,551 shares; 2026Q2: 1,613 shares; 2026Q3: 1,630 shares 1,630 $1.18M 0.71% +17 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,915 shares; 2025Q1: 7,915 shares; 2025Q2: 7,915 shares; 2025Q3: 7,915 shares; 2025Q4: 7,765 shares; 2026Q1: 7,750 shares; 2026Q2: 7,750 shares; 2026Q3: 7,750 shares 7,750 $1.18M 0.71% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,638 shares; 2025Q1: 4,638 shares; 2025Q2: 4,603 shares; 2025Q3: 4,449 shares; 2025Q4: 4,350 shares; 2026Q1: 4,260 shares; 2026Q2: 4,260 shares; 2026Q3: 4,297 shares 4,297 $1.14M 0.69% +37 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; 2024Q4: 468 shares; 2025Q1: 606 shares; 2025Q2: 652 shares; 2025Q3: 671 shares; 2025Q4: 648 shares; 2026Q1: 635 shares; 2026Q2: 623 shares; 2026Q3: 612 shares 612 $1.11M 0.67% -11 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,493 shares; 2025Q1: 46,038 shares; 2025Q2: 33,518 shares; 2025Q3: 34,839 shares; 2025Q4: 35,378 shares; 2026Q1: 34,152 shares; 2026Q2: 31,003 shares; 2026Q3: 29,274 shares 29,274 $1.08M 0.65% -1,729 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; 2024Q4: 7,232 shares; 2025Q1: 7,157 shares; 2025Q2: 7,157 shares; 2025Q3: 7,158 shares; 2025Q4: 6,994 shares; 2026Q1: 6,984 shares; 2026Q2: 7,021 shares; 2026Q3: 7,023 shares 7,023 $1.05M 0.63% +2 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,047 shares; 2025Q3: 22,820 shares; 2025Q4: 27,436 shares; 2026Q1: 30,339 shares; 2026Q2: 31,005 shares; 2026Q3: 30,105 shares 30,105 $1.05M 0.63% -900 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,490 shares; 2026Q2: 5,490 shares; 2026Q3: 5,021 shares 5,021 $983K 0.59% -469 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,995 shares; 2025Q2: 10,820 shares; 2025Q3: 12,079 shares; 2025Q4: 13,662 shares; 2026Q1: 14,846 shares; 2026Q2: 14,972 shares; 2026Q3: 14,785 shares 14,785 $982K 0.59% -187 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,041 shares; 2025Q4: 20,311 shares; 2026Q1: 23,478 shares; 2026Q2: 24,187 shares; 2026Q3: 20,399 shares 20,399 $972K 0.59% -3,788 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,665 shares; 2026Q1: 12,532 shares; 2026Q2: 14,246 shares; 2026Q3: 15,201 shares 15,201 $936K 0.57% +955 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,030 shares; 2025Q4: 6,030 shares; 2026Q1: 5,655 shares; 2026Q2: 5,815 shares; 2026Q3: 6,070 shares 6,070 $933K 0.56% +255 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,831 shares; 2026Q3: 17,852 shares 17,852 $911K 0.55% +1,021 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,608 shares; 2025Q1: 3,608 shares; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares; 2025Q4: 3,437 shares; 2026Q1: 3,430 shares; 2026Q2: 3,426 shares; 2026Q3: 3,426 shares 3,426 $884K 0.53% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,030 shares; 2025Q1: 2,150 shares; 2025Q2: 2,110 shares; 2025Q3: 2,142 shares; 2025Q4: 2,139 shares; 2026Q1: 2,107 shares; 2026Q2: 2,048 shares; 2026Q3: 2,096 shares 2,096 $884K 0.53% +48 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; 2024Q4: 5,347 shares; 2025Q1: 5,347 shares; 2025Q2: 5,347 shares; 2025Q3: 5,347 shares; 2025Q4: 5,347 shares; 2026Q1: 5,331 shares; 2026Q2: 5,331 shares; 2026Q3: 5,331 shares 5,331 $850K 0.51% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,650 shares; 2025Q1: 27,395 shares; 2025Q2: 27,835 shares; 2025Q3: 28,850 shares; 2025Q4: 27,145 shares; 2026Q1: 26,845 shares; 2026Q2: 26,425 shares; 2026Q3: 26,350 shares 26,350 $842K 0.51% -75 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,934 shares; 2025Q3: 14,231 shares; 2025Q4: 17,605 shares; 2026Q1: 19,067 shares; 2026Q2: 19,037 shares; 2026Q3: 19,912 shares 19,912 $831K 0.5% +875 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; 2024Q4: 4,214 shares; 2025Q1: 3,850 shares; 2025Q2: 3,855 shares; 2025Q3: 3,850 shares; 2025Q4: 3,830 shares; 2026Q1: 3,521 shares; 2026Q2: 3,539 shares; 2026Q3: 3,542 shares 3,542 $826K 0.5% +3 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; 2024Q4: 5,369 shares; 2025Q1: 5,369 shares; 2025Q2: 5,369 shares; 2025Q3: 5,369 shares; 2025Q4: 5,284 shares; 2026Q1: 5,266 shares; 2026Q2: 5,216 shares; 2026Q3: 5,306 shares 5,306 $823K 0.5% +90 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,114 shares; 2025Q1: 10,474 shares; 2025Q2: 10,611 shares; 2025Q3: 10,187 shares; 2025Q4: 9,460 shares; 2026Q1: 9,238 shares; 2026Q2: 8,830 shares; 2026Q3: 8,608 shares 8,608 $809K 0.49% -222 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,108 shares; 2025Q1: 24,358 shares; 2025Q2: 24,458 shares; 2025Q3: 24,458 shares; 2025Q4: 24,499 shares; 2026Q1: 24,518 shares; 2026Q2: 24,518 shares; 2026Q3: 24,518 shares 24,518 $800K 0.48% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,624 shares; 2025Q1: 23,725 shares; 2025Q2: 23,727 shares; 2025Q3: 23,729 shares; 2025Q4: 23,730 shares; 2026Q1: 23,731 shares; 2026Q2: 23,731 shares; 2026Q3: 23,431 shares 23,431 $797K 0.48% -300 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; 2024Q4: 13,142 shares; 2025Q1: 13,142 shares; 2025Q2: 13,142 shares; 2025Q3: 13,142 shares; 2025Q4: 13,142 shares; 2026Q1: 13,384 shares; 2026Q2: 13,384 shares; 2026Q3: 13,384 shares 13,384 $794K 0.48% 0 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; 2024Q4: 3,146 shares; 2025Q1: 3,146 shares; 2025Q2: 3,146 shares; 2025Q3: 3,146 shares; 2025Q4: 3,081 shares; 2026Q1: 3,071 shares; 2026Q2: 3,071 shares; 2026Q3: 3,076 shares 3,076 $791K 0.48% +5 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,283 shares; 2025Q1: 1,261 shares; 2025Q2: 1,236 shares; 2025Q3: 1,616 shares; 2025Q4: 1,506 shares; 2026Q1: 1,856 shares; 2026Q2: 1,951 shares; 2026Q3: 2,205 shares 2,205 $782K 0.47% +254 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 988 shares; 2026Q1: 928 shares; 2026Q2: 928 shares; 2026Q3: 957 shares 957 $776K 0.47% +29 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; 2024Q4: 9,746 shares; 2025Q1: 9,646 shares; 2025Q2: 9,497 shares; 2025Q3: 9,025 shares; 2025Q4: 7,733 shares; 2026Q1: 7,657 shares; 2026Q2: 12,345 shares; 2026Q3: 12,092 shares 12,092 $755K 0.46% -253 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; 2024Q4: 3,976 shares; 2025Q1: 3,996 shares; 2025Q2: 4,182 shares; 2025Q3: 4,182 shares; 2025Q4: 4,113 shares; 2026Q1: 4,086 shares; 2026Q2: 4,076 shares; 2026Q3: 3,993 shares 3,993 $736K 0.45% -83 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,246 shares; 2025Q4: 1,440 shares; 2026Q1: 2,115 shares; 2026Q2: 3,651 shares; 2026Q3: 4,041 shares 4,041 $723K 0.44% +390 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,911 shares; 2025Q2: 4,517 shares; 2025Q3: 4,787 shares; 2025Q4: 5,727 shares; 2026Q1: 4,704 shares; 2026Q2: 10,454 shares; 2026Q3: 10,389 shares 10,389 $712K 0.43% -65 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,519 shares; 2025Q1: 3,533 shares; 2025Q2: 4,618 shares; 2025Q3: 4,350 shares; 2025Q4: 4,137 shares; 2026Q1: 4,812 shares; 2026Q2: 4,937 shares; 2026Q3: 4,937 shares 4,937 $703K 0.43% 0 Timeline GTEK 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,028 shares; 2026Q3: 11,941 shares 11,941 $701K 0.42% +1,913 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 6,200 shares; 2026Q3: 4,200 shares 4,200 $654K 0.4% -2,000 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,287 shares; 2025Q1: 4,892 shares; 2025Q2: 4,924 shares; 2025Q3: 5,105 shares; 2025Q4: 4,914 shares; 2026Q1: 4,413 shares; 2026Q2: 4,159 shares; 2026Q3: 4,159 shares 4,159 $652K 0.39% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,429 shares; 2025Q1: 7,282 shares; 2025Q2: 7,284 shares; 2025Q3: 7,286 shares; 2025Q4: 6,678 shares; 2026Q1: 6,659 shares; 2026Q2: 6,589 shares; 2026Q3: 6,589 shares 6,589 $651K 0.39% 0 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; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 499 shares; 2026Q2: 508 shares; 2026Q3: 555 shares 555 $642K 0.39% +47 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; 2024Q4: 8,614 shares; 2025Q1: 7,931 shares; 2025Q2: 7,885 shares; 2025Q3: 7,866 shares; 2025Q4: 7,731 shares; 2026Q1: 7,270 shares; 2026Q2: 7,270 shares; 2026Q3: 7,308 shares 7,308 $629K 0.38% +38 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,029 shares; 2025Q1: 5,220 shares; 2025Q2: 5,220 shares; 2025Q3: 6,658 shares; 2025Q4: 6,662 shares; 2026Q1: 6,504 shares; 2026Q2: 6,514 shares; 2026Q3: 6,590 shares 6,590 $626K 0.38% +76 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 13,735 shares; 2025Q2: 13,135 shares; 2025Q3: 14,036 shares; 2025Q4: 14,472 shares; 2026Q1: 18,154 shares; 2026Q2: 19,117 shares; 2026Q3: 18,105 shares 18,105 $621K 0.38% -1,012 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; 2024Q4: 1,638 shares; 2025Q1: 1,600 shares; 2025Q2: 1,615 shares; 2025Q3: 1,605 shares; 2025Q4: 1,740 shares; 2026Q1: 1,505 shares; 2026Q2: 1,575 shares; 2026Q3: 1,554 shares 1,554 $617K 0.37% -21 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; 2024Q4: 4,373 shares; 2025Q1: 4,374 shares; 2025Q2: 4,375 shares; 2025Q3: 4,376 shares; 2025Q4: 4,322 shares; 2026Q1: 4,286 shares; 2026Q2: 4,287 shares; 2026Q3: 4,210 shares 4,210 $612K 0.37% -77 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,490 shares; 2025Q1: 3,490 shares; 2025Q2: 3,490 shares; 2025Q3: 4,394 shares; 2025Q4: 4,190 shares; 2026Q1: 4,391 shares; 2026Q2: 4,290 shares; 2026Q3: 4,484 shares 4,484 $610K 0.37% +194 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,389 shares; 2025Q1: 18,978 shares; 2025Q2: 16,275 shares; 2025Q3: 16,288 shares; 2025Q4: 16,735 shares; 2026Q1: 15,791 shares; 2026Q2: 14,188 shares; 2026Q3: 13,124 shares 13,124 $610K 0.37% -1,064 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,408 shares; 2026Q3: 7,930 shares 7,930 $610K 0.37% +522 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 716 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 727 shares; 2026Q1: 626 shares; 2026Q2: 2,384 shares; 2026Q3: 2,299 shares 2,299 $609K 0.37% -85 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,154 shares; 2026Q2: 30,059 shares; 2026Q3: 24,500 shares 24,500 $590K 0.36% -5,559 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,645 shares; 2025Q4: 1,843 shares; 2026Q1: 1,917 shares; 2026Q2: 1,985 shares; 2026Q3: 4,456 shares 4,456 $590K 0.36% +2,471 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,728 shares; 2026Q3: 11,804 shares 11,804 $584K 0.35% +76 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,366 shares; 2025Q1: 1,543 shares; 2025Q2: 1,795 shares; 2025Q3: 1,761 shares; 2025Q4: 1,717 shares; 2026Q1: 1,653 shares; 2026Q2: 1,686 shares; 2026Q3: 1,661 shares 1,661 $583K 0.35% -25 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; 2024Q4: 3,964 shares; 2025Q1: 3,277 shares; 2025Q2: 2,854 shares; 2025Q3: 2,772 shares; 2025Q4: 2,642 shares; 2026Q1: 2,813 shares; 2026Q2: 2,815 shares; 2026Q3: 2,794 shares 2,794 $581K 0.35% -21 Timeline NATO THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,280 shares; 2025Q4: 8,530 shares; 2026Q1: 10,530 shares; 2026Q2: 16,030 shares; 2026Q3: 15,780 shares 15,780 $580K 0.35% -250 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,457 shares; 2025Q1: 9,457 shares; 2025Q2: 10,587 shares; 2025Q3: 10,387 shares; 2025Q4: 10,007 shares; 2026Q1: 10,041 shares; 2026Q2: 10,541 shares; 2026Q3: 5,541 shares 5,541 $579K 0.35% -5,000 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,550 shares; 2026Q3: 11,035 shares 11,035 $564K 0.34% +4,485 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; 2024Q4: 649 shares; 2025Q1: 662 shares; 2025Q2: 675 shares; 2025Q3: 693 shares; 2025Q4: 694 shares; 2026Q1: 866 shares; 2026Q2: 852 shares; 2026Q3: 788 shares 788 $553K 0.33% -64 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,534 shares; 2025Q1: 7,534 shares; 2025Q2: 7,534 shares; 2025Q3: 7,499 shares; 2025Q4: 7,045 shares; 2026Q1: 7,024 shares; 2026Q2: 7,024 shares; 2026Q3: 7,024 shares 7,024 $548K 0.33% 0 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; 2024Q4: 16,656 shares; 2025Q1: 16,656 shares; 2025Q2: 16,950 shares; 2025Q3: 16,950 shares; 2025Q4: 16,950 shares; 2026Q1: 16,950 shares; 2026Q2: 16,950 shares; 2026Q3: 16,950 shares 16,950 $509K 0.31% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,962 shares; 2025Q1: 10,815 shares; 2025Q2: 10,452 shares; 2025Q3: 13,034 shares; 2025Q4: 7,239 shares; 2026Q1: 8,430 shares; 2026Q2: 8,506 shares; 2026Q3: 9,124 shares 9,124 $501K 0.3% +618 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,940 shares; 2025Q4: 8,211 shares; 2026Q1: 9,910 shares; 2026Q2: 11,310 shares; 2026Q3: 12,260 shares 12,260 $499K 0.3% +950 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,773 shares; 2025Q1: 13,034 shares; 2025Q2: 13,440 shares; 2025Q3: 13,362 shares; 2025Q4: 10,586 shares; 2026Q1: 9,479 shares; 2026Q2: 9,071 shares; 2026Q3: 9,101 shares 9,101 $485K 0.29% +30 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,020 shares; 2025Q1: 8,020 shares; 2025Q2: 8,020 shares; 2025Q3: 8,020 shares; 2025Q4: 8,020 shares; 2026Q1: 8,002 shares; 2026Q2: 8,002 shares; 2026Q3: 8,002 shares 8,002 $470K 0.28% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,946 shares; 2025Q3: 2,141 shares; 2025Q4: 2,142 shares; 2026Q1: 2,199 shares; 2026Q2: 2,099 shares; 2026Q3: 1,928 shares 1,928 $465K 0.28% -171 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,938 shares; 2025Q1: 9,926 shares; 2025Q2: 9,704 shares; 2025Q3: 9,380 shares; 2025Q4: 9,308 shares; 2026Q1: 9,352 shares; 2026Q2: 12,504 shares; 2026Q3: 13,928 shares 13,928 $453K 0.27% +1,424 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,570 shares; 2025Q1: 3,920 shares; 2025Q2: 3,820 shares; 2025Q3: 3,813 shares; 2025Q4: 3,463 shares; 2026Q1: 2,512 shares; 2026Q2: 3,087 shares; 2026Q3: 3,027 shares 3,027 $449K 0.27% -60 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 383 shares; 2026Q2: 408 shares; 2026Q3: 583 shares 583 $446K 0.27% +175 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,335 shares; 2025Q1: 8,360 shares; 2025Q2: 8,387 shares; 2025Q3: 8,388 shares; 2025Q4: 8,465 shares; 2026Q1: 8,466 shares; 2026Q2: 8,466 shares; 2026Q3: 8,468 shares 8,468 $440K 0.27% +2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,179 shares; 2026Q3: 4,317 shares 4,317 $437K 0.26% +1,138 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,435 shares; 2025Q1: 22,326 shares; 2025Q2: 18,781 shares; 2025Q3: 19,594 shares; 2025Q4: 23,187 shares; 2026Q1: 12,846 shares; 2026Q2: 11,669 shares; 2026Q3: 9,117 shares 9,117 $426K 0.26% -2,552 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; 2024Q4: 2,190 shares; 2025Q1: 2,180 shares; 2025Q2: 2,175 shares; 2025Q3: 2,182 shares; 2025Q4: 2,110 shares; 2026Q1: 2,103 shares; 2026Q2: 2,075 shares; 2026Q3: 2,079 shares 2,079 $424K 0.26% +4 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,491 shares 5,491 $414K 0.25% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares; 2026Q3: 4,000 shares 4,000 $412K 0.25% 0 Timeline PWZ 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; 2024Q4: 36,920 shares; 2025Q1: 37,520 shares; 2025Q2: 37,520 shares; 2025Q3: 30,811 shares; 2025Q4: 20,955 shares; 2026Q1: 19,940 shares; 2026Q2: 19,240 shares; 2026Q3: 18,240 shares 18,240 $407K 0.25% -1,000 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; 2024Q4: 2,282 shares; 2025Q1: 2,219 shares; 2025Q2: 2,202 shares; 2025Q3: 2,004 shares; 2025Q4: 1,771 shares; 2026Q1: 1,728 shares; 2026Q2: 2,019 shares; 2026Q3: 1,840 shares 1,840 $405K 0.24% -179 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; 2024Q4: not reported; 2025Q1: 466 shares; 2025Q2: 701 shares; 2025Q3: 660 shares; 2025Q4: 710 shares; 2026Q1: 777 shares; 2026Q2: 777 shares; 2026Q3: 757 shares 757 $396K 0.24% -20 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; 2024Q4: 1,955 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,607 shares; 2026Q3: 1,485 shares 1,485 $392K 0.24% -122 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,814 shares; 2025Q1: 6,610 shares; 2025Q2: 6,455 shares; 2025Q3: 6,501 shares; 2025Q4: 5,153 shares; 2026Q1: 4,154 shares; 2026Q2: 3,832 shares; 2026Q3: 3,677 shares 3,677 $383K 0.23% -155 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 711 shares; 2026Q3: 711 shares 711 $382K 0.23% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,733 shares; 2025Q1: 2,466 shares; 2025Q2: 2,261 shares; 2025Q3: 2,131 shares; 2025Q4: 1,807 shares; 2026Q1: 1,808 shares; 2026Q2: 1,809 shares; 2026Q3: 1,859 shares 1,859 $380K 0.23% +50 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,195 shares; 2025Q1: 3,195 shares; 2025Q2: 3,195 shares; 2025Q3: 3,195 shares; 2025Q4: 3,195 shares; 2026Q1: 3,195 shares; 2026Q2: 3,195 shares; 2026Q3: 3,195 shares 3,195 $371K 0.22% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,088 shares; 2025Q1: 8,088 shares; 2025Q2: 8,088 shares; 2025Q3: 8,088 shares; 2025Q4: 7,928 shares; 2026Q1: 7,906 shares; 2026Q2: 7,906 shares; 2026Q3: 7,906 shares 7,906 $367K 0.22% 0 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,640 shares; 2025Q3: 15,520 shares; 2025Q4: 14,875 shares; 2026Q1: 8,475 shares; 2026Q2: 8,375 shares; 2026Q3: 7,925 shares 7,925 $366K 0.22% -450 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; 2024Q4: 3,225 shares; 2025Q1: 2,825 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,625 shares; 2026Q1: 2,625 shares; 2026Q2: 2,704 shares; 2026Q3: 3,272 shares 3,272 $363K 0.22% +568 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; 2024Q4: 7,523 shares; 2025Q1: 6,904 shares; 2025Q2: 6,904 shares; 2025Q3: 7,143 shares; 2025Q4: 8,533 shares; 2026Q1: 8,028 shares; 2026Q2: 8,673 shares; 2026Q3: 7,878 shares 7,878 $361K 0.22% -795 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; 2024Q4: 4,313 shares; 2025Q1: 4,313 shares; 2025Q2: 4,313 shares; 2025Q3: 4,313 shares; 2025Q4: 4,230 shares; 2026Q1: 4,217 shares; 2026Q2: 4,217 shares; 2026Q3: 4,217 shares 4,217 $360K 0.22% 0 Timeline JGRO 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; 2024Q4: 4,653 shares; 2025Q1: 4,194 shares; 2025Q2: 4,389 shares; 2025Q3: 4,289 shares; 2025Q4: 4,248 shares; 2026Q1: 4,037 shares; 2026Q2: 3,787 shares; 2026Q3: 3,587 shares 3,587 $346K 0.21% -200 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,689 shares; 2025Q1: 41,411 shares; 2025Q2: 19,138 shares; 2025Q3: 46,928 shares; 2025Q4: 55,685 shares; 2026Q1: 45,758 shares; 2026Q2: 22,672 shares; 2026Q3: 13,514 shares 13,514 $343K 0.21% -9,158 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,203 shares; 2025Q1: 3,092 shares; 2025Q2: 3,092 shares; 2025Q3: 3,092 shares; 2025Q4: 3,029 shares; 2026Q1: 3,022 shares; 2026Q2: 3,022 shares; 2026Q3: 3,022 shares 3,022 $342K 0.21% 0 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; 2024Q4: 1,125 shares; 2025Q1: 1,105 shares; 2025Q2: 1,107 shares; 2025Q3: 1,095 shares; 2025Q4: 972 shares; 2026Q1: 985 shares; 2026Q2: 987 shares; 2026Q3: 1,023 shares 1,023 $339K 0.2% +36 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,047 shares; 2025Q3: 3,047 shares; 2025Q4: 3,047 shares; 2026Q1: 3,079 shares; 2026Q2: 3,044 shares; 2026Q3: 3,144 shares 3,144 $338K 0.2% +100 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,014 shares; 2026Q2: 1,123 shares; 2026Q3: 1,013 shares 1,013 $333K 0.2% -110 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,343 shares; 2026Q1: 2,723 shares; 2026Q2: 2,823 shares; 2026Q3: 2,873 shares 2,873 $331K 0.2% +50 Timeline 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; 2024Q4: 5,146 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares; 2025Q3: 5,146 shares; 2025Q4: 4,577 shares; 2026Q1: 4,612 shares; 2026Q2: 4,645 shares; 2026Q3: 4,679 shares 4,679 $330K 0.2% +34 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 617 shares; 2026Q2: 642 shares; 2026Q3: 644 shares 644 $328K 0.2% +2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 330 shares; 2026Q3: 305 shares 305 $325K 0.2% -25 Timeline BTCW WISDOMTREE BITCOIN FD More: the full row for WISDOMTREE BITCOIN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,866 shares; 2025Q4: 3,131 shares; 2026Q1: 3,447 shares; 2026Q2: 3,474 shares; 2026Q3: 3,607 shares 3,607 $318K 0.19% +133 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,865 shares; 2025Q2: 8,340 shares; 2025Q3: 10,469 shares; 2025Q4: 10,086 shares; 2026Q1: 9,125 shares; 2026Q2: 8,874 shares; 2026Q3: 7,804 shares 7,804 $318K 0.19% -1,070 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,435 shares; 2025Q1: 3,935 shares; 2025Q2: 3,927 shares; 2025Q3: 3,840 shares; 2025Q4: 3,735 shares; 2026Q1: 3,741 shares; 2026Q2: 3,679 shares; 2026Q3: 3,679 shares 3,679 $317K 0.19% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,094 shares; 2026Q3: 6,819 shares 6,819 $314K 0.19% -275 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $312K 0.19% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,380 shares; 2026Q2: 1,380 shares; 2026Q3: 1,380 shares 1,380 $307K 0.19% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,765 shares; 2025Q1: 1,686 shares; 2025Q2: 1,688 shares; 2025Q3: 1,690 shares; 2025Q4: 1,579 shares; 2026Q1: 1,598 shares; 2026Q2: 1,588 shares; 2026Q3: 1,644 shares 1,644 $305K 0.18% +56 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,442 shares; 2025Q4: 41,031 shares; 2026Q1: 44,173 shares; 2026Q2: 17,830 shares; 2026Q3: 10,384 shares 10,384 $305K 0.18% -7,446 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,320 shares; 2025Q1: 7,320 shares; 2025Q2: 7,320 shares; 2025Q3: 7,320 shares; 2025Q4: 7,320 shares; 2026Q1: 7,320 shares; 2026Q2: 7,320 shares; 2026Q3: 7,320 shares 7,320 $302K 0.18% 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; 2024Q4: 2,787 shares; 2025Q1: 2,788 shares; 2025Q2: 2,789 shares; 2025Q3: 2,791 shares; 2025Q4: 2,792 shares; 2026Q1: 2,793 shares; 2026Q2: 2,794 shares; 2026Q3: 2,796 shares 2,796 $298K 0.18% +2 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,790 shares 1,790 $291K 0.18% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 530 shares; 2026Q2: 523 shares; 2026Q3: 519 shares 519 $286K 0.17% -4 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,935 shares; 2025Q1: 2,935 shares; 2025Q2: 2,935 shares; 2025Q3: 2,935 shares; 2025Q4: 2,935 shares; 2026Q1: 2,935 shares; 2026Q2: 2,935 shares; 2026Q3: 2,935 shares 2,935 $286K 0.17% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,188 shares; 2025Q1: 5,933 shares; 2025Q2: 5,259 shares; 2025Q3: 5,174 shares; 2025Q4: 5,069 shares; 2026Q1: 4,879 shares; 2026Q2: 4,231 shares; 2026Q3: 4,262 shares 4,262 $285K 0.17% +31 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,453 shares; 2025Q1: 1,544 shares; 2025Q2: 1,885 shares; 2025Q3: 1,862 shares; 2025Q4: 1,459 shares; 2026Q1: 1,168 shares; 2026Q2: 720 shares; 2026Q3: 917 shares 917 $279K 0.17% +197 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; 2024Q4: 630 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 526 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 430 shares; 2026Q3: 546 shares 546 $278K 0.17% +116 Timeline JEPI 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; 2024Q4: 16,706 shares; 2025Q1: 17,319 shares; 2025Q2: 8,476 shares; 2025Q3: 4,405 shares; 2025Q4: 4,413 shares; 2026Q1: 5,332 shares; 2026Q2: 5,232 shares; 2026Q3: 4,902 shares 4,902 $276K 0.17% -330 Timeline GRID 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $266K 0.16% 0 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; 2024Q4: 1,092 shares; 2025Q1: 1,095 shares; 2025Q2: 1,057 shares; 2025Q3: 1,033 shares; 2025Q4: 972 shares; 2026Q1: 896 shares; 2026Q2: 896 shares; 2026Q3: 915 shares 915 $260K 0.16% +19 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 626 shares; 2026Q2: 626 shares; 2026Q3: 680 shares 680 $259K 0.16% +54 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 262 shares; 2025Q1: 297 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 1,665 shares; 2026Q1: 1,923 shares; 2026Q2: 2,080 shares; 2026Q3: 1,929 shares 1,929 $259K 0.16% -151 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,318 shares; 2025Q2: 4,318 shares; 2025Q3: 4,318 shares; 2025Q4: 4,318 shares; 2026Q1: 4,318 shares; 2026Q2: 4,318 shares; 2026Q3: 4,318 shares 4,318 $255K 0.15% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,452 shares 2,452 $255K 0.15% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,793 shares; 2026Q2: 2,658 shares; 2026Q3: 2,609 shares 2,609 $254K 0.15% -49 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; 2024Q4: 3,206 shares; 2025Q1: 3,196 shares; 2025Q2: 3,141 shares; 2025Q3: 2,974 shares; 2025Q4: 2,568 shares; 2026Q1: 2,560 shares; 2026Q2: 2,560 shares; 2026Q3: 2,560 shares 2,560 $249K 0.15% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,370 shares; 2025Q1: 2,370 shares; 2025Q2: 2,370 shares; 2025Q3: 2,370 shares; 2025Q4: 2,370 shares; 2026Q1: 2,370 shares; 2026Q2: 2,370 shares; 2026Q3: 2,370 shares 2,370 $248K 0.15% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,320 shares; 2026Q3: 2,927 shares 2,927 $247K 0.15% +1,607 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,095 shares; 2025Q1: not reported; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares; 2026Q1: 1,095 shares; 2026Q2: 1,095 shares; 2026Q3: 1,095 shares 1,095 $243K 0.15% 0 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,185 shares; 2026Q3: 1,210 shares 1,210 $235K 0.14% +25 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,204 shares; 2026Q3: 1,197 shares 1,197 $233K 0.14% -7 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,854 shares; 2025Q1: 5,454 shares; 2025Q2: 4,854 shares; 2025Q3: 4,854 shares; 2025Q4: 4,854 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,854 shares 4,854 $230K 0.14% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 614 shares 614 $230K 0.14% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 689 shares; 2025Q4: 690 shares; 2026Q1: not reported; 2026Q2: 688 shares; 2026Q3: 724 shares 724 $226K 0.14% +36 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,516 shares; 2026Q2: 11,516 shares; 2026Q3: 11,516 shares 11,516 $225K 0.14% 0 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,588 shares; 2026Q1: not reported; 2026Q2: 5,643 shares; 2026Q3: 5,643 shares 5,643 $224K 0.14% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 221 shares; 2026Q3: 235 shares 235 $224K 0.14% +14 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,101 shares; 2026Q2: 10,101 shares; 2026Q3: 10,101 shares 10,101 $223K 0.14% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,289 shares 1,289 $217K 0.13% new 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; 2024Q4: 3,966 shares; 2025Q1: 3,186 shares; 2025Q2: 3,237 shares; 2025Q3: 3,092 shares; 2025Q4: 2,829 shares; 2026Q1: 2,784 shares; 2026Q2: 2,738 shares; 2026Q3: 2,743 shares 2,743 $208K 0.13% +5 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,718 shares; 2025Q1: 2,718 shares; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares; 2025Q4: 2,556 shares; 2026Q1: 2,549 shares; 2026Q2: 2,549 shares; 2026Q3: 2,549 shares 2,549 $206K 0.12% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,250 shares; 2025Q3: 12,700 shares; 2025Q4: 13,175 shares; 2026Q1: 17,188 shares; 2026Q2: 31,848 shares; 2026Q3: 32,893 shares 32,893 $199K 0.12% +1,045 Timeline CBUS CIBUS INC More: the full row for CIBUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,501 shares; 2025Q1: 21,501 shares; 2025Q2: 21,501 shares; 2025Q3: 21,501 shares; 2025Q4: 21,501 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 21,501 shares 21,501 $34.6K 0.02% new Timeline