MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,278 shares; 2024Q4: 213,863 shares; 2025Q1: 210,643 shares; 2025Q2: 208,442 shares; 2025Q3: 205,471 shares; 2025Q4: 203,793 shares; 2026Q1: 202,622 shares; 2026Q2: 201,559 shares 201,559 $75.2M 4.98% -1,063 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,059 shares; 2024Q4: 291,783 shares; 2025Q1: 292,493 shares; 2025Q2: 285,813 shares; 2025Q3: 270,585 shares; 2025Q4: 264,373 shares; 2026Q1: 270,817 shares; 2026Q2: 256,533 shares 256,533 $74.2M 4.92% -14,284 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,340 shares; 2024Q4: 167,167 shares; 2025Q1: 161,739 shares; 2025Q2: 158,370 shares; 2025Q3: 154,242 shares; 2025Q4: 149,070 shares; 2026Q1: 146,381 shares; 2026Q2: 141,664 shares 141,664 $50.6M 3.35% -4,717 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,802 shares; 2024Q4: 157,295 shares; 2025Q1: 155,261 shares; 2025Q2: 155,298 shares; 2025Q3: 149,537 shares; 2025Q4: 148,179 shares; 2026Q1: 144,723 shares; 2026Q2: 138,526 shares 138,526 $48.9M 3.24% -6,197 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,142,953 shares; 2024Q4: 1,167,652 shares; 2025Q1: 1,006,728 shares; 2025Q2: 950,745 shares; 2025Q3: 938,311 shares; 2025Q4: 914,168 shares; 2026Q1: 926,707 shares; 2026Q2: 941,050 shares 941,050 $46.4M 3.07% +14,343 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,721 shares; 2024Q4: 43,766 shares; 2025Q1: 31,087 shares; 2025Q2: 42,173 shares; 2025Q3: 31,110 shares; 2025Q4: 30,953 shares; 2026Q1: 40,077 shares; 2026Q2: 38,438 shares 38,438 $40.9M 2.71% -1,639 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,028 shares; 2024Q4: 140,651 shares; 2025Q1: 136,810 shares; 2025Q2: 132,483 shares; 2025Q3: 128,430 shares; 2025Q4: 126,260 shares; 2026Q1: 125,008 shares; 2026Q2: 122,789 shares 122,789 $40.2M 2.66% -2,219 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,175 shares; 2024Q4: 265,060 shares; 2025Q1: 264,964 shares; 2025Q2: 270,429 shares; 2025Q3: 276,227 shares; 2025Q4: 281,248 shares; 2026Q1: 291,374 shares; 2026Q2: 291,924 shares 291,924 $36.3M 2.41% +550 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,949 shares; 2024Q4: 60,877 shares; 2025Q1: 60,201 shares; 2025Q2: 60,731 shares; 2025Q3: 59,946 shares; 2025Q4: 57,299 shares; 2026Q1: 56,562 shares; 2026Q2: 56,001 shares 56,001 $27.5M 1.82% -561 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,697 shares; 2024Q4: 119,771 shares; 2025Q1: 114,970 shares; 2025Q2: 112,761 shares; 2025Q3: 108,777 shares; 2025Q4: 107,401 shares; 2026Q1: 108,041 shares; 2026Q2: 104,249 shares 104,249 $26.5M 1.75% -3,792 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,819 shares; 2024Q4: 97,765 shares; 2025Q1: 97,687 shares; 2025Q2: 99,047 shares; 2025Q3: 96,351 shares; 2025Q4: 94,879 shares; 2026Q1: 98,446 shares; 2026Q2: 96,228 shares 96,228 $22.9M 1.52% -2,218 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,149 shares; 2024Q4: 178,358 shares; 2025Q1: 174,508 shares; 2025Q2: 175,168 shares; 2025Q3: 164,108 shares; 2025Q4: 160,415 shares; 2026Q1: 167,933 shares; 2026Q2: 156,968 shares 156,968 $21.5M 1.42% -10,965 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,885 shares; 2024Q4: 98,829 shares; 2025Q1: 97,262 shares; 2025Q2: 95,806 shares; 2025Q3: 94,156 shares; 2025Q4: 91,905 shares; 2026Q1: 90,969 shares; 2026Q2: 90,157 shares 90,157 $19.9M 1.32% -812 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,362 shares; 2024Q4: 34,683 shares; 2025Q1: 32,945 shares; 2025Q2: 32,072 shares; 2025Q3: 31,436 shares; 2025Q4: 31,128 shares; 2026Q1: 30,280 shares; 2026Q2: 30,162 shares 30,162 $19.1M 1.27% -118 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,043 shares; 2024Q4: 176,301 shares; 2025Q1: 167,331 shares; 2025Q2: 159,858 shares; 2025Q3: 154,090 shares; 2025Q4: 152,596 shares; 2026Q1: 153,062 shares; 2026Q2: 152,054 shares 152,054 $17.9M 1.18% -1,008 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,814 shares; 2024Q4: 14,888 shares; 2025Q1: 15,353 shares; 2025Q2: 15,353 shares; 2025Q3: 16,954 shares; 2025Q4: 17,018 shares; 2026Q1: 15,490 shares; 2026Q2: 25,641 shares 25,641 $17.6M 1.17% +10,151 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,635 shares; 2024Q4: 137,476 shares; 2025Q1: 132,707 shares; 2025Q2: 131,346 shares; 2025Q3: 123,582 shares; 2025Q4: 120,647 shares; 2026Q1: 121,024 shares; 2026Q2: 115,847 shares 115,847 $17M 1.13% -5,177 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,838 shares; 2024Q4: 36,650 shares; 2025Q1: 38,080 shares; 2025Q2: 36,517 shares; 2025Q3: 35,781 shares; 2025Q4: 35,153 shares; 2026Q1: 36,922 shares; 2026Q2: 33,178 shares 33,178 $16.6M 1.1% -3,744 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,248 shares; 2024Q4: 68,516 shares; 2025Q1: 66,292 shares; 2025Q2: 64,973 shares; 2025Q3: 63,978 shares; 2025Q4: 63,024 shares; 2026Q1: 61,720 shares; 2026Q2: 60,954 shares 60,954 $16.5M 1.09% -766 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,797 shares; 2024Q4: 88,472 shares; 2025Q1: 86,702 shares; 2025Q2: 86,117 shares; 2025Q3: 83,921 shares; 2025Q4: 82,974 shares; 2026Q1: 84,182 shares; 2026Q2: 81,864 shares 81,864 $15.5M 1.03% -2,318 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,146 shares; 2024Q4: 42,821 shares; 2025Q1: 43,511 shares; 2025Q2: 43,113 shares; 2025Q3: 47,776 shares; 2025Q4: 46,286 shares; 2026Q1: 54,104 shares; 2026Q2: 50,376 shares 50,376 $14.2M 0.94% -3,728 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,694 shares; 2024Q4: 133,746 shares; 2025Q1: 132,410 shares; 2025Q2: 129,947 shares; 2025Q3: 117,975 shares; 2025Q4: 115,835 shares; 2026Q1: 127,379 shares; 2026Q2: 121,703 shares 121,703 $13.8M 0.91% -5,676 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,048 shares; 2024Q4: 72,542 shares; 2025Q1: 71,375 shares; 2025Q2: 74,253 shares; 2025Q3: 71,961 shares; 2025Q4: 70,120 shares; 2026Q1: 71,377 shares; 2026Q2: 68,648 shares 68,648 $13.7M 0.91% -2,729 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,358 shares; 2024Q4: 86,286 shares; 2025Q1: 101,673 shares; 2025Q2: 103,466 shares; 2025Q3: 110,603 shares; 2025Q4: 126,787 shares; 2026Q1: 130,487 shares; 2026Q2: 134,315 shares 134,315 $13.7M 0.91% +3,828 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,285 shares; 2024Q4: 88,639 shares; 2025Q1: 87,211 shares; 2025Q2: 85,598 shares; 2025Q3: 83,464 shares; 2025Q4: 82,097 shares; 2026Q1: 82,161 shares; 2026Q2: 79,862 shares 79,862 $13.2M 0.88% -2,299 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,071 shares; 2024Q4: 271,458 shares; 2025Q1: 276,053 shares; 2025Q2: 268,807 shares; 2025Q3: 248,685 shares; 2025Q4: 247,388 shares; 2026Q1: 260,470 shares; 2026Q2: 261,448 shares 261,448 $12.9M 0.85% +978 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,521 shares; 2024Q4: 16,709 shares; 2025Q1: 15,412 shares; 2025Q2: 15,055 shares; 2025Q3: 15,829 shares; 2025Q4: 15,166 shares; 2026Q1: 14,161 shares; 2026Q2: 13,778 shares 13,778 $12.9M 0.85% -383 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,561 shares; 2024Q4: 260,030 shares; 2025Q1: 253,736 shares; 2025Q2: 248,321 shares; 2025Q3: 247,727 shares; 2025Q4: 246,578 shares; 2026Q1: 244,870 shares; 2026Q2: 241,578 shares 241,578 $12.7M 0.84% -3,292 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,766 shares; 2024Q4: 54,650 shares; 2025Q1: 53,232 shares; 2025Q2: 53,966 shares; 2025Q3: 52,450 shares; 2025Q4: 51,749 shares; 2026Q1: 51,121 shares; 2026Q2: 49,973 shares 49,973 $12.6M 0.83% -1,148 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,937 shares; 2024Q4: 83,197 shares; 2025Q1: 82,392 shares; 2025Q2: 82,392 shares; 2025Q3: 82,327 shares; 2025Q4: 82,327 shares; 2026Q1: 81,952 shares; 2026Q2: 81,122 shares 81,122 $12.3M 0.82% -830 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,284 shares; 2024Q4: 10,228 shares; 2025Q1: 10,419 shares; 2025Q2: 10,648 shares; 2025Q3: 10,441 shares; 2025Q4: 10,804 shares; 2026Q1: 8,678 shares; 2026Q2: 10,125 shares 10,125 $12.1M 0.8% +1,447 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; 2024Q3: 9,380 shares; 2024Q4: 20,755 shares; 2025Q1: 27,902 shares; 2025Q2: 29,665 shares; 2025Q3: 33,943 shares; 2025Q4: 33,898 shares; 2026Q1: 32,194 shares; 2026Q2: 35,204 shares 35,204 $12M 0.8% +3,010 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,464 shares; 2024Q4: 100,704 shares; 2025Q1: 97,400 shares; 2025Q2: 95,772 shares; 2025Q3: 94,175 shares; 2025Q4: 91,087 shares; 2026Q1: 89,896 shares; 2026Q2: 87,583 shares 87,583 $11.3M 0.75% -2,313 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,800 shares; 2024Q4: 17,674 shares; 2025Q1: 17,455 shares; 2025Q2: 16,526 shares; 2025Q3: 16,051 shares; 2025Q4: 15,730 shares; 2026Q1: 15,209 shares; 2026Q2: 14,809 shares 14,809 $10.4M 0.69% -400 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,216 shares; 2024Q4: 67,090 shares; 2025Q1: 68,858 shares; 2025Q2: 67,032 shares; 2025Q3: 67,726 shares; 2025Q4: 67,118 shares; 2026Q1: 67,046 shares; 2026Q2: 67,376 shares 67,376 $10.2M 0.68% +330 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,453 shares; 2024Q4: 8,455 shares; 2025Q1: 9,293 shares; 2025Q2: 9,876 shares; 2025Q3: 11,267 shares; 2025Q4: 11,396 shares; 2026Q1: 9,886 shares; 2026Q2: 9,827 shares 9,827 $9.94M 0.66% -59 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,603 shares; 2024Q4: 37,451 shares; 2025Q1: 37,601 shares; 2025Q2: 37,047 shares; 2025Q3: 37,125 shares; 2025Q4: 36,634 shares; 2026Q1: 36,231 shares; 2026Q2: 36,098 shares 36,098 $9.82M 0.65% -133 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,008 shares; 2024Q4: 15,829 shares; 2025Q1: 15,662 shares; 2025Q2: 14,139 shares; 2025Q3: 13,495 shares; 2025Q4: 13,345 shares; 2026Q1: 13,390 shares; 2026Q2: 13,145 shares 13,145 $9.82M 0.65% -245 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,250 shares; 2024Q4: 35,409 shares; 2025Q1: 35,576 shares; 2025Q2: 34,669 shares; 2025Q3: 34,016 shares; 2025Q4: 34,122 shares; 2026Q1: 34,173 shares; 2026Q2: 32,671 shares 32,671 $9.82M 0.65% -1,502 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,197 shares; 2024Q4: 8,196 shares; 2025Q1: 8,080 shares; 2025Q2: 7,964 shares; 2025Q3: 7,832 shares; 2025Q4: 7,464 shares; 2026Q1: 7,278 shares; 2026Q2: 7,095 shares 7,095 $9.65M 0.64% -183 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,415 shares; 2024Q4: 83,505 shares; 2025Q1: 80,178 shares; 2025Q2: 77,534 shares; 2025Q3: 74,188 shares; 2025Q4: 72,499 shares; 2026Q1: 70,869 shares; 2026Q2: 68,777 shares 68,777 $9.31M 0.62% -2,092 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,300 shares; 2024Q4: 116,825 shares; 2025Q1: 88,655 shares; 2025Q2: 86,420 shares; 2025Q3: 86,150 shares; 2025Q4: 86,195 shares; 2026Q1: 94,077 shares; 2026Q2: 92,452 shares 92,452 $8.93M 0.59% -1,625 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,423 shares; 2024Q4: 114,408 shares; 2025Q1: 110,401 shares; 2025Q2: 105,811 shares; 2025Q3: 103,810 shares; 2025Q4: 101,313 shares; 2026Q1: 98,374 shares; 2026Q2: 96,045 shares 96,045 $8.72M 0.58% -2,329 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,312 shares; 2024Q4: 286,366 shares; 2025Q1: 283,566 shares; 2025Q2: 285,193 shares; 2025Q3: 273,217 shares; 2025Q4: 273,772 shares; 2026Q1: 274,058 shares; 2026Q2: 272,608 shares 272,608 $8.64M 0.57% -1,450 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191,595 shares; 2026Q2: 126,670 shares 126,670 $8.24M 0.55% -64,925 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,836 shares; 2024Q4: 45,836 shares; 2025Q1: 2,012 shares; 2025Q2: 46,087 shares; 2025Q3: 1,302 shares; 2025Q4: 1,300 shares; 2026Q1: 46,069 shares; 2026Q2: 46,083 shares 46,083 $8.14M 0.54% +14 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,484 shares; 2024Q4: 76,290 shares; 2025Q1: 77,670 shares; 2025Q2: 76,550 shares; 2025Q3: 77,055 shares; 2025Q4: 77,041 shares; 2026Q1: 77,539 shares; 2026Q2: 77,799 shares 77,799 $8.08M 0.54% +260 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,097 shares; 2024Q4: 45,776 shares; 2025Q1: 43,935 shares; 2025Q2: 43,098 shares; 2025Q3: 43,123 shares; 2025Q4: 41,687 shares; 2026Q1: 40,016 shares; 2026Q2: 40,311 shares 40,311 $7.68M 0.51% +295 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,547 shares; 2024Q4: 44,405 shares; 2025Q1: 42,416 shares; 2025Q2: 40,896 shares; 2025Q3: 40,936 shares; 2025Q4: 38,932 shares; 2026Q1: 37,136 shares; 2026Q2: 34,173 shares 34,173 $7.65M 0.51% -2,963 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; 2024Q3: 19,806 shares; 2024Q4: 19,801 shares; 2025Q1: 19,416 shares; 2025Q2: 19,448 shares; 2025Q3: 18,452 shares; 2025Q4: 18,792 shares; 2026Q1: 18,111 shares; 2026Q2: 17,754 shares 17,754 $7.23M 0.48% -357 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,384 shares; 2024Q4: 92,568 shares; 2025Q1: 91,892 shares; 2025Q2: 91,569 shares; 2025Q3: 89,335 shares; 2025Q4: 89,278 shares; 2026Q1: 88,684 shares; 2026Q2: 87,549 shares 87,549 $7.12M 0.47% -1,135 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,978 shares; 2024Q4: 91,355 shares; 2025Q1: 90,461 shares; 2025Q2: 88,685 shares; 2025Q3: 84,990 shares; 2025Q4: 84,450 shares; 2026Q1: 83,980 shares; 2026Q2: 80,095 shares 80,095 $7.03M 0.47% -3,885 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,512 shares; 2024Q4: 116,466 shares; 2025Q1: 123,960 shares; 2025Q2: 121,541 shares; 2025Q3: 120,616 shares; 2025Q4: 117,760 shares; 2026Q1: 113,705 shares; 2026Q2: 109,039 shares 109,039 $6.99M 0.46% -4,666 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,543 shares; 2024Q4: 52,781 shares; 2025Q1: 51,872 shares; 2025Q2: 51,295 shares; 2025Q3: 49,772 shares; 2025Q4: 48,643 shares; 2026Q1: 48,487 shares; 2026Q2: 47,383 shares 47,383 $6.94M 0.46% -1,104 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,344 shares; 2024Q4: 17,392 shares; 2025Q1: 17,443 shares; 2025Q2: 18,146 shares; 2025Q3: 19,221 shares; 2025Q4: 19,641 shares; 2026Q1: 19,579 shares; 2026Q2: 19,472 shares 19,472 $6.9M 0.46% -107 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,129 shares; 2024Q4: 91,705 shares; 2025Q1: 88,723 shares; 2025Q2: 91,339 shares; 2025Q3: 93,058 shares; 2025Q4: 91,396 shares; 2026Q1: 85,336 shares; 2026Q2: 83,433 shares 83,433 $6.85M 0.45% -1,903 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,142 shares; 2024Q4: 17,644 shares; 2025Q1: 17,210 shares; 2025Q2: 17,438 shares; 2025Q3: 17,174 shares; 2025Q4: 34,234 shares; 2026Q1: 35,238 shares; 2026Q2: 35,719 shares 35,719 $6.81M 0.45% +481 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,403 shares; 2024Q4: 84,964 shares; 2025Q1: 84,764 shares; 2025Q2: 86,678 shares; 2025Q3: 86,037 shares; 2025Q4: 85,446 shares; 2026Q1: 96,908 shares; 2026Q2: 96,268 shares 96,268 $6.59M 0.44% -640 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,418 shares; 2024Q4: 55,092 shares; 2025Q1: 57,462 shares; 2025Q2: 57,888 shares; 2025Q3: 4,631 shares; 2025Q4: 10,266 shares; 2026Q1: 61,985 shares; 2026Q2: 16,764 shares 16,764 $6.2M 0.41% -45,221 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,263 shares; 2024Q4: 79,592 shares; 2025Q1: 71,413 shares; 2025Q2: 50,690 shares; 2025Q3: 45,454 shares; 2025Q4: 45,130 shares; 2026Q1: 44,023 shares; 2026Q2: 43,878 shares 43,878 $6.13M 0.41% -145 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,330 shares; 2024Q4: 10,269 shares; 2025Q1: 12,265 shares; 2025Q2: 14,452 shares; 2025Q3: 15,138 shares; 2025Q4: 14,882 shares; 2026Q1: 15,967 shares; 2026Q2: 16,004 shares 16,004 $6.05M 0.4% +37 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,307 shares; 2024Q4: 16,908 shares; 2025Q1: 17,217 shares; 2025Q2: 17,015 shares; 2025Q3: 17,298 shares; 2025Q4: 17,226 shares; 2026Q1: 16,144 shares; 2026Q2: 16,678 shares 16,678 $5.72M 0.38% +534 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,931 shares; 2024Q4: 34,563 shares; 2025Q1: 34,097 shares; 2025Q2: 32,666 shares; 2025Q3: 32,522 shares; 2025Q4: 32,493 shares; 2026Q1: 31,777 shares; 2026Q2: 30,579 shares 30,579 $5.65M 0.37% -1,198 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,449 shares; 2024Q4: 11,746 shares; 2025Q1: 13,237 shares; 2025Q2: 12,741 shares; 2025Q3: 13,027 shares; 2025Q4: 12,840 shares; 2026Q1: 12,669 shares; 2026Q2: 12,810 shares 12,810 $5.46M 0.36% +141 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,362 shares; 2024Q4: 19,585 shares; 2025Q1: 17,305 shares; 2025Q2: 14,660 shares; 2025Q3: 14,171 shares; 2025Q4: 13,734 shares; 2026Q1: 13,209 shares; 2026Q2: 12,952 shares 12,952 $5.38M 0.36% -257 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,327 shares; 2024Q4: 108,045 shares; 2025Q1: 106,240 shares; 2025Q2: 105,220 shares; 2025Q3: 96,440 shares; 2025Q4: 100,475 shares; 2026Q1: 95,210 shares; 2026Q2: 97,930 shares 97,930 $5.28M 0.35% +2,720 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,764 shares; 2024Q4: 32,568 shares; 2025Q1: 31,239 shares; 2025Q2: 30,693 shares; 2025Q3: 30,038 shares; 2025Q4: 30,036 shares; 2026Q1: 29,194 shares; 2026Q2: 28,974 shares 28,974 $5.24M 0.35% -220 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,089 shares; 2024Q4: 8,177 shares; 2025Q1: 8,419 shares; 2025Q2: 8,917 shares; 2025Q3: 9,691 shares; 2025Q4: 9,822 shares; 2026Q1: 9,432 shares; 2026Q2: 9,271 shares 9,271 $5.22M 0.35% -161 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,075 shares; 2024Q4: 22,075 shares; 2025Q1: 36,725 shares; 2025Q2: 36,725 shares; 2025Q3: 36,725 shares; 2025Q4: 61,975 shares; 2026Q1: 61,895 shares; 2026Q2: 60,985 shares 60,985 $5.21M 0.35% -910 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,322 shares; 2024Q4: 65,831 shares; 2025Q1: 60,783 shares; 2025Q2: 58,727 shares; 2025Q3: 57,889 shares; 2025Q4: 57,344 shares; 2026Q1: 53,658 shares; 2026Q2: 52,962 shares 52,962 $5.1M 0.34% -696 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,384 shares; 2024Q4: 18,972 shares; 2025Q1: 17,369 shares; 2025Q2: 17,059 shares; 2025Q3: 16,691 shares; 2025Q4: 15,708 shares; 2026Q1: 15,083 shares; 2026Q2: 14,792 shares 14,792 $5M 0.33% -291 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,708 shares; 2024Q4: 16,155 shares; 2025Q1: 15,526 shares; 2025Q2: 15,372 shares; 2025Q3: 15,179 shares; 2025Q4: 14,992 shares; 2026Q1: 14,848 shares; 2026Q2: 13,833 shares 13,833 $4.88M 0.32% -1,015 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,842 shares; 2024Q4: 66,087 shares; 2025Q1: 65,502 shares; 2025Q2: 63,741 shares; 2025Q3: 63,036 shares; 2025Q4: 63,516 shares; 2026Q1: 62,731 shares; 2026Q2: 62,246 shares 62,246 $4.8M 0.32% -485 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,042 shares; 2024Q4: 71,286 shares; 2025Q1: 80,716 shares; 2025Q2: 82,442 shares; 2025Q3: 10,385 shares; 2025Q4: 10,321 shares; 2026Q1: 105,243 shares; 2026Q2: 48,324 shares 48,324 $4.78M 0.32% -56,919 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,146 shares; 2024Q4: 28,978 shares; 2025Q1: 28,955 shares; 2025Q2: 28,207 shares; 2025Q3: 28,565 shares; 2025Q4: 28,226 shares; 2026Q1: 27,022 shares; 2026Q2: 26,612 shares 26,612 $4.69M 0.31% -410 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,434 shares; 2024Q4: 58,434 shares; 2025Q1: 58,384 shares; 2025Q2: 58,384 shares; 2025Q3: 58,384 shares; 2025Q4: 56,684 shares; 2026Q1: 56,689 shares; 2026Q2: 56,689 shares 56,689 $4.65M 0.31% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,928 shares; 2024Q4: 10,797 shares; 2025Q1: 12,294 shares; 2025Q2: 13,209 shares; 2025Q3: 13,651 shares; 2025Q4: 12,527 shares; 2026Q1: 11,986 shares; 2026Q2: 12,275 shares 12,275 $4.59M 0.3% +289 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,260 shares; 2024Q4: 28,980 shares; 2025Q1: 28,291 shares; 2025Q2: 25,047 shares; 2025Q3: 24,955 shares; 2025Q4: 24,637 shares; 2026Q1: 23,588 shares; 2026Q2: 22,811 shares 22,811 $4.34M 0.29% -777 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,305 shares; 2024Q4: 30,630 shares; 2025Q1: 29,238 shares; 2025Q2: 28,719 shares; 2025Q3: 28,689 shares; 2025Q4: 28,183 shares; 2026Q1: 27,823 shares; 2026Q2: 27,417 shares 27,417 $4.3M 0.28% -406 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,330 shares; 2024Q4: 8,072 shares; 2025Q1: 8,136 shares; 2025Q2: 8,018 shares; 2025Q3: 4,983 shares; 2025Q4: 5,828 shares; 2026Q1: 9,309 shares; 2026Q2: 5,727 shares 5,727 $4.29M 0.28% -3,582 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,555 shares; 2024Q4: 11,084 shares; 2025Q1: 10,144 shares; 2025Q2: 9,546 shares; 2025Q3: 10,550 shares; 2025Q4: 9,932 shares; 2026Q1: 8,609 shares; 2026Q2: 8,521 shares 8,521 $4.27M 0.28% -88 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,242 shares; 2024Q4: 8,942 shares; 2025Q1: 8,546 shares; 2025Q2: 8,589 shares; 2025Q3: 8,754 shares; 2025Q4: 9,218 shares; 2026Q1: 8,529 shares; 2026Q2: 8,230 shares 8,230 $4.27M 0.28% -299 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,933 shares; 2024Q4: 9,884 shares; 2025Q1: 9,613 shares; 2025Q2: 9,277 shares; 2025Q3: 9,671 shares; 2025Q4: 9,221 shares; 2026Q1: 8,520 shares; 2026Q2: 8,265 shares 8,265 $4.21M 0.28% -255 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,940 shares; 2026Q2: 54,940 shares 54,940 $4.13M 0.27% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,051 shares; 2024Q4: 47,491 shares; 2025Q1: 44,875 shares; 2025Q2: 41,874 shares; 2025Q3: 40,808 shares; 2025Q4: 40,398 shares; 2026Q1: 39,680 shares; 2026Q2: 39,187 shares 39,187 $4.05M 0.27% -493 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,827 shares; 2024Q4: 48,967 shares; 2025Q1: 53,132 shares; 2025Q2: 52,149 shares; 2025Q3: 51,755 shares; 2025Q4: 50,241 shares; 2026Q1: 50,167 shares; 2026Q2: 48,846 shares 48,846 $4.02M 0.27% -1,321 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,982 shares; 2024Q4: 58,591 shares; 2025Q1: 75,179 shares; 2025Q2: 71,233 shares; 2025Q3: 54,407 shares; 2025Q4: 53,271 shares; 2026Q1: 67,230 shares; 2026Q2: 50,073 shares 50,073 $4M 0.27% -17,157 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,789 shares; 2024Q4: 86,831 shares; 2025Q1: 84,940 shares; 2025Q2: 83,368 shares; 2025Q3: 78,600 shares; 2025Q4: 78,186 shares; 2026Q1: 79,065 shares; 2026Q2: 78,907 shares 78,907 $3.98M 0.26% -158 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,066 shares; 2024Q4: 40,915 shares; 2025Q1: 41,419 shares; 2025Q2: 40,542 shares; 2025Q3: 40,237 shares; 2025Q4: 79,958 shares; 2026Q1: 78,135 shares; 2026Q2: 77,860 shares 77,860 $3.96M 0.26% -275 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,985 shares; 2024Q4: 68,848 shares; 2025Q1: 56,878 shares; 2025Q2: 51,133 shares; 2025Q3: 49,029 shares; 2025Q4: 47,950 shares; 2026Q1: 51,993 shares; 2026Q2: 52,089 shares 52,089 $3.93M 0.26% +96 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,567 shares; 2024Q4: 60,674 shares; 2025Q1: 59,949 shares; 2025Q2: 56,748 shares; 2025Q3: 56,133 shares; 2025Q4: 55,553 shares; 2026Q1: 52,949 shares; 2026Q2: 52,380 shares 52,380 $3.84M 0.25% -569 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; 2024Q3: 38,700 shares; 2024Q4: 38,427 shares; 2025Q1: 37,544 shares; 2025Q2: 35,646 shares; 2025Q3: 35,199 shares; 2025Q4: 34,294 shares; 2026Q1: 34,313 shares; 2026Q2: 33,512 shares 33,512 $3.81M 0.25% -801 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.25% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,585 shares; 2024Q4: 10,225 shares; 2025Q1: 9,714 shares; 2025Q2: 9,777 shares; 2025Q3: 9,777 shares; 2025Q4: 9,722 shares; 2026Q1: 9,402 shares; 2026Q2: 9,382 shares 9,382 $3.73M 0.25% -20 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,756 shares; 2024Q4: 68,298 shares; 2025Q1: 51,715 shares; 2025Q2: 51,620 shares; 2025Q3: 48,675 shares; 2025Q4: 47,116 shares; 2026Q1: 45,467 shares; 2026Q2: 44,890 shares 44,890 $3.72M 0.25% -577 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,944 shares; 2024Q4: 217,521 shares; 2025Q1: 185,347 shares; 2025Q2: 167,364 shares; 2025Q3: 152,055 shares; 2025Q4: 151,540 shares; 2026Q1: 165,231 shares; 2026Q2: 152,177 shares 152,177 $3.66M 0.24% -13,054 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,440 shares; 2024Q4: 43,175 shares; 2025Q1: 34,540 shares; 2025Q2: 31,740 shares; 2025Q3: 31,740 shares; 2025Q4: 30,760 shares; 2026Q1: 30,760 shares; 2026Q2: 70,395 shares 70,395 $3.57M 0.24% +39,635 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,350 shares; 2024Q4: 67,859 shares; 2025Q1: 67,107 shares; 2025Q2: 65,147 shares; 2025Q3: 61,927 shares; 2025Q4: 59,797 shares; 2026Q1: 62,499 shares; 2026Q2: 61,046 shares 61,046 $3.48M 0.23% -1,453 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,321 shares; 2024Q4: 93,017 shares; 2025Q1: 97,411 shares; 2025Q2: 99,151 shares; 2025Q3: 1,415 shares; 2025Q4: 2,143 shares; 2026Q1: 97,605 shares; 2026Q2: 15,855 shares 15,855 $3.46M 0.23% -81,750 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,488 shares; 2024Q4: 39,647 shares; 2025Q1: 39,091 shares; 2025Q2: 37,941 shares; 2025Q3: 37,058 shares; 2025Q4: 73,869 shares; 2026Q1: 75,067 shares; 2026Q2: 74,630 shares 74,630 $3.38M 0.22% -437 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,998 shares; 2024Q4: 7,029 shares; 2025Q1: 6,542 shares; 2025Q2: 6,505 shares; 2025Q3: 6,947 shares; 2025Q4: 6,895 shares; 2026Q1: 6,283 shares; 2026Q2: 6,509 shares 6,509 $3.34M 0.22% +226 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,268 shares; 2024Q4: 6,253 shares; 2025Q1: 6,253 shares; 2025Q2: 5,778 shares; 2025Q3: 6,126 shares; 2025Q4: 6,034 shares; 2026Q1: 5,123 shares; 2026Q2: 4,566 shares 4,566 $3.29M 0.22% -557 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,829 shares; 2024Q4: 92,022 shares; 2025Q1: 90,664 shares; 2025Q2: 90,066 shares; 2025Q3: 81,484 shares; 2025Q4: 76,035 shares; 2026Q1: 83,575 shares; 2026Q2: 74,149 shares 74,149 $3.14M 0.21% -9,426 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,557 shares; 2024Q4: 48,069 shares; 2025Q1: 46,787 shares; 2025Q2: 44,240 shares; 2025Q3: 43,823 shares; 2025Q4: 43,585 shares; 2026Q1: 42,547 shares; 2026Q2: 41,828 shares 41,828 $3.13M 0.21% -719 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,386 shares; 2024Q4: 45,088 shares; 2025Q1: 45,934 shares; 2025Q2: 45,767 shares; 2025Q3: 44,504 shares; 2025Q4: 43,776 shares; 2026Q1: 44,815 shares; 2026Q2: 43,487 shares 43,487 $3.13M 0.21% -1,328 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,828 shares; 2024Q4: 127,196 shares; 2025Q1: 131,311 shares; 2025Q2: 132,102 shares; 2025Q3: 165 shares; 2025Q4: 168 shares; 2026Q1: 124,598 shares; 2026Q2: 16,536 shares 16,536 $3.11M 0.21% -108,062 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,139 shares; 2024Q4: 80,724 shares; 2025Q1: 77,530 shares; 2025Q2: 60,930 shares; 2025Q3: 58,499 shares; 2025Q4: 57,536 shares; 2026Q1: 56,481 shares; 2026Q2: 52,754 shares 52,754 $3.04M 0.2% -3,727 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,247 shares; 2024Q4: 132,405 shares; 2025Q1: 109,966 shares; 2025Q2: 106,856 shares; 2025Q3: 84,610 shares; 2025Q4: 82,687 shares; 2026Q1: 103,001 shares; 2026Q2: 83,987 shares 83,987 $3.03M 0.2% -19,014 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,925 shares; 2024Q4: 3,267 shares; 2025Q1: 3,847 shares; 2025Q2: 4,457 shares; 2025Q3: 5,564 shares; 2025Q4: 42,063 shares; 2026Q1: 43,645 shares; 2026Q2: 42,491 shares 42,491 $3.03M 0.2% -1,154 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,333 shares; 2024Q4: 36,494 shares; 2025Q1: 31,777 shares; 2025Q2: 33,140 shares; 2025Q3: 32,656 shares; 2025Q4: 32,497 shares; 2026Q1: 31,671 shares; 2026Q2: 31,548 shares 31,548 $2.88M 0.19% -123 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,574 shares; 2024Q4: 70,499 shares; 2025Q1: 70,775 shares; 2025Q2: 67,044 shares; 2025Q3: 46,056 shares; 2025Q4: 45,479 shares; 2026Q1: 66,732 shares; 2026Q2: 50,573 shares 50,573 $2.86M 0.19% -16,159 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,414 shares; 2024Q4: 220,622 shares; 2025Q1: 217,845 shares; 2025Q2: 212,059 shares; 2025Q3: 193,536 shares; 2025Q4: 191,057 shares; 2026Q1: 109,332 shares; 2026Q2: 101,350 shares 101,350 $2.81M 0.19% -7,982 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,767 shares; 2024Q4: 74,452 shares; 2025Q1: 78,735 shares; 2025Q2: 83,655 shares; 2025Q3: 85,472 shares; 2025Q4: 85,440 shares; 2026Q1: 88,030 shares; 2026Q2: 89,871 shares 89,871 $2.74M 0.18% +1,841 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,287 shares; 2024Q4: 14,024 shares; 2025Q1: 13,747 shares; 2025Q2: 13,497 shares; 2025Q3: 13,496 shares; 2025Q4: 13,340 shares; 2026Q1: 13,290 shares; 2026Q2: 12,985 shares 12,985 $2.71M 0.18% -305 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,114 shares; 2024Q4: 62,854 shares; 2025Q1: 62,373 shares; 2025Q2: 61,068 shares; 2025Q3: 60,657 shares; 2025Q4: 60,214 shares; 2026Q1: 61,181 shares; 2026Q2: 61,094 shares 61,094 $2.69M 0.18% -87 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,387 shares; 2024Q4: 23,387 shares; 2025Q1: 23,237 shares; 2025Q2: 22,887 shares; 2025Q3: 22,737 shares; 2025Q4: 22,847 shares; 2026Q1: 22,787 shares; 2026Q2: 22,751 shares 22,751 $2.67M 0.18% -36 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,891 shares; 2024Q4: 44,289 shares; 2025Q1: 36,037 shares; 2025Q2: 35,786 shares; 2025Q3: 34,551 shares; 2025Q4: 33,839 shares; 2026Q1: 33,439 shares; 2026Q2: 31,569 shares 31,569 $2.61M 0.17% -1,870 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,281 shares; 2024Q4: 12,530 shares; 2025Q1: 12,031 shares; 2025Q2: 11,684 shares; 2025Q3: 12,731 shares; 2025Q4: 11,699 shares; 2026Q1: 12,375 shares; 2026Q2: 11,923 shares 11,923 $2.58M 0.17% -452 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,575 shares; 2024Q4: 70,168 shares; 2025Q1: 58,805 shares; 2025Q2: 55,231 shares; 2025Q3: 50,692 shares; 2025Q4: 48,436 shares; 2026Q1: 44,511 shares; 2026Q2: 43,804 shares 43,804 $2.53M 0.17% -707 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; 2024Q3: 40,678 shares; 2024Q4: 41,291 shares; 2025Q1: 41,031 shares; 2025Q2: 40,981 shares; 2025Q3: 40,936 shares; 2025Q4: 39,823 shares; 2026Q1: 37,535 shares; 2026Q2: 35,007 shares 35,007 $2.53M 0.17% -2,528 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,655 shares; 2025Q2: 2,617 shares; 2025Q3: 2,631 shares; 2025Q4: 2,606 shares; 2026Q1: 2,597 shares; 2026Q2: 2,624 shares 2,624 $2.52M 0.17% +27 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,476 shares; 2024Q4: 18,476 shares; 2025Q1: 18,476 shares; 2025Q2: 18,476 shares; 2025Q3: 18,476 shares; 2025Q4: 17,804 shares; 2026Q1: 17,804 shares; 2026Q2: 17,804 shares 17,804 $2.5M 0.17% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,329 shares; 2024Q4: 13,971 shares; 2025Q1: 14,362 shares; 2025Q2: 14,397 shares; 2025Q3: 14,569 shares; 2025Q4: 14,995 shares; 2026Q1: 16,527 shares; 2026Q2: 15,716 shares 15,716 $2.46M 0.16% -811 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,787 shares; 2024Q4: 28,721 shares; 2025Q1: 28,452 shares; 2025Q2: 27,165 shares; 2025Q3: 26,609 shares; 2025Q4: 26,220 shares; 2026Q1: 18,685 shares; 2026Q2: 18,574 shares 18,574 $2.43M 0.16% -111 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,305 shares; 2024Q4: 20,305 shares; 2025Q1: 20,305 shares; 2025Q2: 20,305 shares; 2025Q3: 20,305 shares; 2025Q4: 20,065 shares; 2026Q1: 20,065 shares; 2026Q2: 20,065 shares 20,065 $2.33M 0.15% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,938 shares; 2024Q4: 12,396 shares; 2025Q1: 34,111 shares; 2025Q2: 32,388 shares; 2025Q3: 38,231 shares; 2025Q4: 43,030 shares; 2026Q1: 46,272 shares; 2026Q2: 44,997 shares 44,997 $2.28M 0.15% -1,275 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,322 shares; 2024Q4: 17,157 shares; 2025Q1: 17,043 shares; 2025Q2: 16,913 shares; 2025Q3: 16,922 shares; 2025Q4: 16,825 shares; 2026Q1: 15,826 shares; 2026Q2: 15,758 shares 15,758 $2.26M 0.15% -68 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,549 shares; 2024Q4: 10,221 shares; 2025Q1: 10,200 shares; 2025Q2: 10,005 shares; 2025Q3: 9,839 shares; 2025Q4: 19,635 shares; 2026Q1: 19,396 shares; 2026Q2: 19,082 shares 19,082 $2.24M 0.15% -314 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,439 shares; 2024Q4: 7,340 shares; 2025Q1: 7,407 shares; 2025Q2: 7,242 shares; 2025Q3: 7,450 shares; 2025Q4: 7,485 shares; 2026Q1: 7,191 shares; 2026Q2: 7,180 shares 7,180 $2.2M 0.15% -11 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,947 shares; 2024Q4: 3,885 shares; 2025Q1: 3,085 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares; 2026Q1: 3,041 shares; 2026Q2: 3,016 shares 3,016 $2.18M 0.14% -25 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,920 shares; 2024Q4: 8,801 shares; 2025Q1: 8,623 shares; 2025Q2: 8,258 shares; 2025Q3: 7,969 shares; 2025Q4: 8,173 shares; 2026Q1: 7,852 shares; 2026Q2: 7,737 shares 7,737 $2.16M 0.14% -115 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,226 shares; 2024Q4: 8,090 shares; 2025Q1: 7,417 shares; 2025Q2: 7,282 shares; 2025Q3: 7,136 shares; 2025Q4: 6,939 shares; 2026Q1: 6,339 shares; 2026Q2: 6,295 shares 6,295 $2.14M 0.14% -44 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,383 shares; 2024Q4: 26,214 shares; 2025Q1: 25,076 shares; 2025Q2: 23,869 shares; 2025Q3: 23,238 shares; 2025Q4: 22,771 shares; 2026Q1: 20,225 shares; 2026Q2: 19,815 shares 19,815 $2.14M 0.14% -410 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,206 shares; 2024Q4: 9,992 shares; 2025Q1: 9,028 shares; 2025Q2: 8,365 shares; 2025Q3: 8,324 shares; 2025Q4: 7,886 shares; 2026Q1: 7,327 shares; 2026Q2: 7,287 shares 7,287 $2.14M 0.14% -40 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,585 shares; 2024Q4: 46,031 shares; 2025Q1: 43,295 shares; 2025Q2: 40,797 shares; 2025Q3: 29,000 shares; 2025Q4: 25,595 shares; 2026Q1: 36,210 shares; 2026Q2: 35,219 shares 35,219 $2.13M 0.14% -991 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,035 shares; 2024Q4: 2,216 shares; 2025Q1: 216 shares; 2025Q2: 1,226 shares; 2025Q3: 1,226 shares; 2025Q4: 38,826 shares; 2026Q1: 41,105 shares; 2026Q2: 40,880 shares 40,880 $2.07M 0.14% -225 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,237 shares; 2024Q4: 16,383 shares; 2025Q1: 15,114 shares; 2025Q2: 15,556 shares; 2025Q3: 13,804 shares; 2025Q4: 13,921 shares; 2026Q1: 15,386 shares; 2026Q2: 13,869 shares 13,869 $2.06M 0.14% -1,517 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,845 shares; 2024Q4: 8,823 shares; 2025Q1: 9,292 shares; 2025Q2: 10,300 shares; 2025Q3: 6,435 shares; 2025Q4: 6,283 shares; 2026Q1: 9,472 shares; 2026Q2: 5,529 shares 5,529 $2.04M 0.13% -3,943 Timeline AMERICAN GROWTH FUND OF AME… AMERICAN GROWTH FUND OF AMERICA C… More: the full row for AMERICAN GROWTH FUND OF AMERICA CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,846 shares 22,846 $2M 0.13% new SCHWAB GOVERNMENT MONEY INV SCHWAB GOVERNMENT MONEY INV More: the full row for SCHWAB GOVERNMENT MONEY INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,970,897 shares 1,970,897 $1.97M 0.13% new T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,098 shares; 2024Q4: 120,439 shares; 2025Q1: 129,428 shares; 2025Q2: 130,689 shares; 2025Q3: 97,770 shares; 2025Q4: 90,005 shares; 2026Q1: 106,301 shares; 2026Q2: 92,925 shares 92,925 $1.92M 0.13% -13,376 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,432 shares; 2024Q4: 28,648 shares; 2025Q1: 25,305 shares; 2025Q2: 23,822 shares; 2025Q3: 23,099 shares; 2025Q4: 21,214 shares; 2026Q1: 15,462 shares; 2026Q2: 11,391 shares 11,391 $1.9M 0.13% -4,071 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,019 shares; 2024Q4: 23,784 shares; 2025Q1: 24,639 shares; 2025Q2: 24,639 shares; 2025Q3: 24,874 shares; 2025Q4: 22,534 shares; 2026Q1: 22,894 shares; 2026Q2: 22,894 shares 22,894 $1.89M 0.13% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,871 shares; 2024Q4: 1,871 shares; 2025Q1: 1,847 shares; 2025Q2: 1,844 shares; 2025Q3: 3,503 shares; 2025Q4: 3,363 shares; 2026Q1: 1,612 shares; 2026Q2: 1,584 shares 1,584 $1.86M 0.12% -28 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,605 shares; 2024Q4: 9,543 shares; 2025Q1: 12,365 shares; 2025Q2: 14,435 shares; 2025Q3: 15,474 shares; 2025Q4: 15,664 shares; 2026Q1: 19,884 shares; 2026Q2: 19,627 shares 19,627 $1.81M 0.12% -257 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,719 shares; 2024Q4: 23,088 shares; 2025Q1: 22,451 shares; 2025Q2: 21,499 shares; 2025Q3: 19,981 shares; 2025Q4: 19,828 shares; 2026Q1: 20,523 shares; 2026Q2: 18,501 shares 18,501 $1.77M 0.12% -2,022 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,816 shares; 2024Q4: 80,842 shares; 2025Q1: 77,792 shares; 2025Q2: 76,228 shares; 2025Q3: 76,097 shares; 2025Q4: 76,097 shares; 2026Q1: 76,663 shares; 2026Q2: 75,928 shares 75,928 $1.76M 0.12% -735 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,043 shares; 2024Q4: 3,893 shares; 2025Q1: 3,921 shares; 2025Q2: 3,352 shares; 2025Q3: 3,699 shares; 2025Q4: 3,783 shares; 2026Q1: 3,460 shares; 2026Q2: 3,357 shares 3,357 $1.75M 0.12% -103 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,319 shares; 2024Q4: 43,888 shares; 2025Q1: 46,057 shares; 2025Q2: 47,017 shares; 2025Q3: 3,454 shares; 2025Q4: 3,565 shares; 2026Q1: 46,615 shares; 2026Q2: 9,733 shares 9,733 $1.74M 0.12% -36,882 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,375 shares; 2024Q4: 18,328 shares; 2025Q1: 17,187 shares; 2025Q2: 16,573 shares; 2025Q3: 16,444 shares; 2025Q4: 16,377 shares; 2026Q1: 16,212 shares; 2026Q2: 15,877 shares 15,877 $1.71M 0.11% -335 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,220 shares; 2024Q4: 117,598 shares; 2025Q1: 112,280 shares; 2025Q2: 113,065 shares; 2025Q3: 3,402 shares; 2025Q4: 3,401 shares; 2026Q1: 113,606 shares; 2026Q2: 20,983 shares 20,983 $1.66M 0.11% -92,623 Timeline AMERICAN BALANCED FUND CLAS… AMERICAN BALANCED FUND CLASS F2 More: the full row for AMERICAN BALANCED FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,065 shares 40,065 $1.64M 0.11% new IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,602 shares; 2024Q4: 4,502 shares; 2025Q1: 3,881 shares; 2025Q2: 3,745 shares; 2025Q3: 3,705 shares; 2025Q4: 3,717 shares; 2026Q1: 3,882 shares; 2026Q2: 4,162 shares 4,162 $1.64M 0.11% +280 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,847 shares; 2024Q4: 6,865 shares; 2025Q1: 6,187 shares; 2025Q2: 6,156 shares; 2025Q3: 5,399 shares; 2025Q4: 5,312 shares; 2026Q1: 5,298 shares; 2026Q2: 5,208 shares 5,208 $1.64M 0.11% -90 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,092 shares; 2024Q4: 9,679 shares; 2025Q1: 9,592 shares; 2025Q2: 9,324 shares; 2025Q3: 8,960 shares; 2025Q4: 9,034 shares; 2026Q1: 8,923 shares; 2026Q2: 8,830 shares 8,830 $1.64M 0.11% -93 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,751 shares; 2024Q4: 20,391 shares; 2025Q1: 19,734 shares; 2025Q2: 19,548 shares; 2025Q3: 17,726 shares; 2025Q4: 17,691 shares; 2026Q1: 18,032 shares; 2026Q2: 16,897 shares 16,897 $1.63M 0.11% -1,135 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,531 shares; 2024Q4: 4,240 shares; 2025Q1: 4,984 shares; 2025Q2: 5,854 shares; 2025Q3: 6,432 shares; 2025Q4: 5,747 shares; 2026Q1: 5,356 shares; 2026Q2: 5,048 shares 5,048 $1.59M 0.11% -308 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,601 shares; 2024Q4: 38,343 shares; 2025Q1: 38,167 shares; 2025Q2: 37,506 shares; 2025Q3: 37,500 shares; 2025Q4: 37,370 shares; 2026Q1: 37,367 shares; 2026Q2: 37,284 shares 37,284 $1.58M 0.1% -83 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,924 shares; 2024Q4: 11,847 shares; 2025Q1: 11,607 shares; 2025Q2: 9,923 shares; 2025Q3: 6,796 shares; 2025Q4: 5,402 shares; 2026Q1: 5,240 shares; 2026Q2: 5,225 shares 5,225 $1.56M 0.1% -15 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,093 shares; 2024Q4: 7,856 shares; 2025Q1: 12,943 shares; 2025Q2: 12,923 shares; 2025Q3: 7,384 shares; 2025Q4: 7,390 shares; 2026Q1: 11,399 shares; 2026Q2: 6,084 shares 6,084 $1.55M 0.1% -5,315 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,360 shares; 2024Q4: 10,515 shares; 2025Q1: 10,490 shares; 2025Q2: 10,490 shares; 2025Q3: 10,340 shares; 2025Q4: 10,340 shares; 2026Q1: 10,402 shares; 2026Q2: 10,402 shares 10,402 $1.5M 0.1% 0 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,390 shares; 2024Q4: 21,594 shares; 2025Q1: 21,413 shares; 2025Q2: 20,581 shares; 2025Q3: 20,545 shares; 2025Q4: 20,508 shares; 2026Q1: 19,012 shares; 2026Q2: 18,963 shares 18,963 $1.5M 0.1% -49 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,999 shares; 2024Q4: 12,373 shares; 2025Q1: 13,464 shares; 2025Q2: 13,868 shares; 2025Q3: 14,343 shares; 2025Q4: 12,277 shares; 2026Q1: 12,143 shares; 2026Q2: 12,076 shares 12,076 $1.49M 0.1% -67 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,014 shares; 2024Q4: 2,869 shares; 2025Q1: 2,800 shares; 2025Q2: 2,818 shares; 2025Q3: 2,458 shares; 2025Q4: 2,448 shares; 2026Q1: 2,321 shares; 2026Q2: 2,299 shares 2,299 $1.48M 0.1% -22 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,973 shares; 2024Q4: 9,665 shares; 2025Q1: 9,744 shares; 2025Q2: 9,571 shares; 2025Q3: 9,528 shares; 2025Q4: 9,442 shares; 2026Q1: 9,211 shares; 2026Q2: 9,109 shares 9,109 $1.47M 0.1% -102 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,494 shares; 2024Q4: 13,494 shares; 2025Q1: 13,494 shares; 2025Q2: 17,017 shares; 2025Q3: 18,724 shares; 2025Q4: 20,981 shares; 2026Q1: 20,566 shares; 2026Q2: 20,666 shares 20,666 $1.47M 0.1% +100 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,883 shares; 2024Q4: 34,650 shares; 2025Q1: 25,873 shares; 2025Q2: 26,042 shares; 2025Q3: 24,877 shares; 2025Q4: 25,791 shares; 2026Q1: 24,688 shares; 2026Q2: 24,484 shares 24,484 $1.46M 0.1% -204 Timeline PERMANENT PORTFOLIO PERMANE… PERMANENT PORTFOLIO PERMANENT I More: the full row for PERMANENT PORTFOLIO PERMANENT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,948 shares 18,948 $1.44M 0.1% new EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,995 shares; 2024Q4: 30,104 shares; 2025Q1: 36,050 shares; 2025Q2: 34,124 shares; 2025Q3: 29,879 shares; 2025Q4: 29,368 shares; 2026Q1: 22,703 shares; 2026Q2: 19,039 shares 19,039 $1.43M 0.09% -3,664 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,225 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,906 shares; 2026Q2: 4,906 shares 4,906 $1.43M 0.09% 0 Timeline PIMCO INCOME I-3 PIMCO INCOME I-3 More: the full row for PIMCO INCOME I-3 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 129,595 shares 129,595 $1.41M 0.09% new XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,339 shares; 2024Q4: 30,273 shares; 2025Q1: 28,184 shares; 2025Q2: 27,578 shares; 2025Q3: 26,048 shares; 2025Q4: 26,202 shares; 2026Q1: 26,262 shares; 2026Q2: 26,097 shares 26,097 $1.4M 0.09% -165 Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 158,654 shares; 2026Q2: 108,654 shares 108,654 $1.4M 0.09% -50,000 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,751 shares; 2024Q4: 4,741 shares; 2025Q1: 4,533 shares; 2025Q2: 4,505 shares; 2025Q3: 1,227 shares; 2025Q4: 1,254 shares; 2026Q1: 4,602 shares; 2026Q2: 11,607 shares 11,607 $1.39M 0.09% +7,005 Timeline FUNDAMENTAL INVS CL F2 SHS FUNDAMENTAL INVS CL F2 SHS More: the full row for FUNDAMENTAL INVS CL F2 SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,231 shares 13,231 $1.37M 0.09% new AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,780 shares; 2024Q4: 5,522 shares; 2025Q1: 5,673 shares; 2025Q2: 5,608 shares; 2025Q3: 4,237 shares; 2025Q4: 4,347 shares; 2026Q1: 3,879 shares; 2026Q2: 3,761 shares 3,761 $1.36M 0.09% -118 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,890 shares; 2024Q4: 2,483 shares; 2025Q1: 3,229 shares; 2025Q2: 2,453 shares; 2025Q3: 2,443 shares; 2025Q4: 2,278 shares; 2026Q1: 2,137 shares; 2026Q2: 2,840 shares 2,840 $1.36M 0.09% +703 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,928 shares; 2024Q4: 7,928 shares; 2025Q1: 21,478 shares; 2025Q2: 19,678 shares; 2025Q3: 19,658 shares; 2025Q4: 19,696 shares; 2026Q1: 19,723 shares; 2026Q2: 17,021 shares 17,021 $1.33M 0.09% -2,702 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,205 shares; 2024Q4: 12,283 shares; 2025Q1: 12,123 shares; 2025Q2: 11,844 shares; 2025Q3: 11,180 shares; 2025Q4: 10,641 shares; 2026Q1: 10,234 shares; 2026Q2: 9,940 shares 9,940 $1.31M 0.09% -294 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,764 shares; 2024Q4: 10,374 shares; 2025Q1: 10,041 shares; 2025Q2: 8,927 shares; 2025Q3: 8,927 shares; 2025Q4: 8,912 shares; 2026Q1: 7,751 shares; 2026Q2: 8,383 shares 8,383 $1.3M 0.09% +632 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,860 shares; 2024Q4: 32,970 shares; 2025Q1: 27,365 shares; 2025Q2: 26,425 shares; 2025Q3: 15,373 shares; 2025Q4: 16,700 shares; 2026Q1: 16,677 shares; 2026Q2: 16,587 shares 16,587 $1.27M 0.08% -90 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,661 shares; 2024Q4: 176,890 shares; 2025Q1: 185,858 shares; 2025Q2: 192,341 shares; 2025Q3: 7,270 shares; 2025Q4: 7,269 shares; 2026Q1: 198,572 shares; 2026Q2: 43,052 shares 43,052 $1.26M 0.08% -155,520 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,248 shares; 2024Q4: 5,812 shares; 2025Q1: 5,486 shares; 2025Q2: 4,726 shares; 2025Q3: 3,525 shares; 2025Q4: 3,521 shares; 2026Q1: 4,456 shares; 2026Q2: 15,604 shares 15,604 $1.26M 0.08% +11,148 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,320 shares; 2024Q4: 6,267 shares; 2025Q1: 6,104 shares; 2025Q2: 6,070 shares; 2025Q3: 6,095 shares; 2025Q4: 6,123 shares; 2026Q1: 5,962 shares; 2026Q2: 5,628 shares 5,628 $1.25M 0.08% -334 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,269 shares; 2024Q4: 29,536 shares; 2025Q1: 30,824 shares; 2025Q2: 31,529 shares; 2025Q3: 828 shares; 2025Q4: 831 shares; 2026Q1: 31,077 shares; 2026Q2: 4,971 shares 4,971 $1.21M 0.08% -26,106 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,503 shares; 2024Q4: 28,966 shares; 2025Q1: 16,779 shares; 2025Q2: 15,731 shares; 2025Q3: 15,661 shares; 2025Q4: 15,549 shares; 2026Q1: 15,435 shares; 2026Q2: 15,421 shares 15,421 $1.21M 0.08% -14 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,807 shares; 2024Q4: 8,172 shares; 2025Q1: 8,077 shares; 2025Q2: 7,308 shares; 2025Q3: 7,256 shares; 2025Q4: 7,280 shares; 2026Q1: 7,602 shares; 2026Q2: 7,593 shares 7,593 $1.2M 0.08% -9 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,533 shares; 2024Q4: 39,308 shares; 2025Q1: 39,769 shares; 2025Q2: 38,544 shares; 2025Q3: 37,088 shares; 2025Q4: 35,006 shares; 2026Q1: 27,340 shares; 2026Q2: 25,727 shares 25,727 $1.2M 0.08% -1,613 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,309 shares; 2024Q4: 93,992 shares; 2025Q1: 96,917 shares; 2025Q2: 98,865 shares; 2025Q3: 64 shares; 2025Q4: 65 shares; 2026Q1: 102,224 shares; 2026Q2: 17,178 shares 17,178 $1.19M 0.08% -85,046 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,400 shares; 2025Q2: 88,400 shares; 2025Q3: 98,400 shares; 2025Q4: 98,400 shares; 2026Q1: 98,400 shares; 2026Q2: 98,400 shares 98,400 $1.18M 0.08% 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; 2024Q3: 10,841 shares; 2024Q4: 10,810 shares; 2025Q1: 10,480 shares; 2025Q2: 10,470 shares; 2025Q3: 10,475 shares; 2025Q4: 10,500 shares; 2026Q1: 10,670 shares; 2026Q2: 10,673 shares 10,673 $1.18M 0.08% +3 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,132 shares; 2024Q4: 18,706 shares; 2025Q1: 18,365 shares; 2025Q2: 18,094 shares; 2025Q3: 15,476 shares; 2025Q4: 15,606 shares; 2026Q1: 16,619 shares; 2026Q2: 15,987 shares 15,987 $1.17M 0.08% -632 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,337 shares; 2024Q4: 49,210 shares; 2025Q1: 48,285 shares; 2025Q2: 48,807 shares; 2025Q3: 21,973 shares; 2025Q4: 23,183 shares; 2026Q1: 50,116 shares; 2026Q2: 28,839 shares 28,839 $1.17M 0.08% -21,277 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,143 shares; 2024Q4: 78,256 shares; 2025Q1: 81,187 shares; 2025Q2: 82,489 shares; 2025Q3: 1,363 shares; 2025Q4: 1,365 shares; 2026Q1: 80,038 shares; 2026Q2: 12,280 shares 12,280 $1.17M 0.08% -67,758 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; 2024Q3: 37,370 shares; 2024Q4: 37,236 shares; 2025Q1: 36,169 shares; 2025Q2: 34,325 shares; 2025Q3: 34,168 shares; 2025Q4: 33,827 shares; 2026Q1: 33,658 shares; 2026Q2: 33,675 shares 33,675 $1.17M 0.08% +17 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,045 shares; 2025Q1: 1,035 shares; 2025Q2: 935 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 852 shares; 2026Q2: 852 shares 852 $1.13M 0.08% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,991 shares; 2024Q4: 9,969 shares; 2025Q1: 9,695 shares; 2025Q2: 9,674 shares; 2025Q3: 8,513 shares; 2025Q4: 8,268 shares; 2026Q1: 9,371 shares; 2026Q2: 40,790 shares 40,790 $1.12M 0.07% +31,419 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264 shares; 2024Q4: 258 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 1,959 shares; 2025Q4: 1,971 shares; 2026Q1: 1,563 shares; 2026Q2: 1,510 shares 1,510 $1.11M 0.07% -53 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,600 shares; 2024Q4: 18,671 shares; 2025Q1: 17,566 shares; 2025Q2: 19,466 shares; 2025Q3: 16,684 shares; 2025Q4: 16,619 shares; 2026Q1: 19,058 shares; 2026Q2: 16,131 shares 16,131 $1.1M 0.07% -2,927 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,945 shares; 2024Q4: 2,489 shares; 2025Q1: 3,062 shares; 2025Q2: 3,422 shares; 2025Q3: 3,472 shares; 2025Q4: 3,336 shares; 2026Q1: 2,876 shares; 2026Q2: 2,763 shares 2,763 $1.1M 0.07% -113 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,500 shares; 2024Q4: 12,386 shares; 2025Q1: 11,746 shares; 2025Q2: 11,465 shares; 2025Q3: 11,488 shares; 2025Q4: 11,195 shares; 2026Q1: 10,759 shares; 2026Q2: 10,709 shares 10,709 $1.09M 0.07% -50 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,995 shares; 2024Q4: 12,948 shares; 2025Q1: 12,311 shares; 2025Q2: 11,489 shares; 2025Q3: 10,822 shares; 2025Q4: 21,564 shares; 2026Q1: 21,626 shares; 2026Q2: 20,597 shares 20,597 $1.09M 0.07% -1,029 Timeline DGEIX DFA GLOBAL EQUITY I More: the full row for DFA GLOBAL EQUITY I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,644 shares 24,644 $1.09M 0.07% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,386 shares; 2024Q4: 14,021 shares; 2025Q1: 11,580 shares; 2025Q2: 11,477 shares; 2025Q3: 11,290 shares; 2025Q4: 11,022 shares; 2026Q1: 10,778 shares; 2026Q2: 10,419 shares 10,419 $1.08M 0.07% -359 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,748 shares; 2024Q4: 23,466 shares; 2025Q1: 23,423 shares; 2025Q2: 23,173 shares; 2025Q3: 14,089 shares; 2025Q4: 14,079 shares; 2026Q1: 22,167 shares; 2026Q2: 12,796 shares 12,796 $1.07M 0.07% -9,371 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; 2024Q3: 26,899 shares; 2024Q4: 26,742 shares; 2025Q1: 26,692 shares; 2025Q2: 26,102 shares; 2025Q3: 25,802 shares; 2025Q4: 25,177 shares; 2026Q1: 23,838 shares; 2026Q2: 23,838 shares 23,838 $1.07M 0.07% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,207 shares; 2024Q4: 21,732 shares; 2025Q1: 20,747 shares; 2025Q2: 20,292 shares; 2025Q3: 13,439 shares; 2025Q4: 13,018 shares; 2026Q1: 12,553 shares; 2026Q2: 11,601 shares 11,601 $1.06M 0.07% -952 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,241 shares; 2024Q4: 20,026 shares; 2025Q1: 19,310 shares; 2025Q2: 19,015 shares; 2025Q3: 15,733 shares; 2025Q4: 15,184 shares; 2026Q1: 14,968 shares; 2026Q2: 14,556 shares 14,556 $1.04M 0.07% -412 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,107 shares; 2024Q4: 1,107 shares; 2025Q1: 1,077 shares; 2025Q2: 1,077 shares; 2025Q3: 1,408 shares; 2025Q4: 1,413 shares; 2026Q1: 2,088 shares; 2026Q2: 8,352 shares 8,352 $1.04M 0.07% +6,264 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,691 shares; 2024Q4: 20,691 shares; 2025Q1: 21,116 shares; 2025Q2: 21,036 shares; 2025Q3: 21,031 shares; 2025Q4: 21,861 shares; 2026Q1: 22,604 shares; 2026Q2: 22,559 shares 22,559 $1.03M 0.07% -45 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,400 shares; 2024Q4: 21,400 shares; 2025Q1: 21,400 shares; 2025Q2: 21,400 shares; 2025Q3: 21,400 shares; 2025Q4: 21,451 shares; 2026Q1: 21,435 shares; 2026Q2: 21,400 shares 21,400 $1.03M 0.07% -35 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,783 shares; 2024Q4: 3,733 shares; 2025Q1: 3,644 shares; 2025Q2: 4,254 shares; 2025Q3: 4,219 shares; 2025Q4: 4,210 shares; 2026Q1: 3,655 shares; 2026Q2: 3,055 shares 3,055 $1.01M 0.07% -600 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,543 shares; 2024Q4: 8,659 shares; 2025Q1: 8,575 shares; 2025Q2: 8,209 shares; 2025Q3: 13,057 shares; 2025Q4: 12,296 shares; 2026Q1: 11,861 shares; 2026Q2: 11,861 shares 11,861 $1M 0.07% 0 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; 2024Q3: 9,645 shares; 2024Q4: 9,266 shares; 2025Q1: 8,989 shares; 2025Q2: 8,857 shares; 2025Q3: 7,971 shares; 2025Q4: 7,923 shares; 2026Q1: 7,879 shares; 2026Q2: 7,823 shares 7,823 $988K 0.07% -56 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; 2024Q3: 3,337 shares; 2024Q4: 5,207 shares; 2025Q1: 6,395 shares; 2025Q2: 8,640 shares; 2025Q3: 7,685 shares; 2025Q4: 10,280 shares; 2026Q1: 19,535 shares; 2026Q2: 17,308 shares 17,308 $978K 0.06% -2,227 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,756 shares; 2024Q4: 8,478 shares; 2025Q1: 8,273 shares; 2025Q2: 7,543 shares; 2025Q3: 5,980 shares; 2025Q4: 6,112 shares; 2026Q1: 6,088 shares; 2026Q2: 7,051 shares 7,051 $970K 0.06% +963 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,496 shares; 2024Q4: 19,725 shares; 2025Q1: 21,326 shares; 2025Q2: 19,787 shares; 2025Q3: 19,225 shares; 2025Q4: 19,183 shares; 2026Q1: 14,885 shares; 2026Q2: 14,813 shares 14,813 $948K 0.06% -72 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,502 shares; 2024Q4: 13,180 shares; 2025Q1: 12,950 shares; 2025Q2: 12,230 shares; 2025Q3: 11,590 shares; 2025Q4: 11,518 shares; 2026Q1: 11,439 shares; 2026Q2: 11,189 shares 11,189 $948K 0.06% -250 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,405 shares; 2024Q4: 5,405 shares; 2025Q1: 5,405 shares; 2025Q2: 6,530 shares; 2025Q3: 5,280 shares; 2025Q4: 5,280 shares; 2026Q1: 4,995 shares; 2026Q2: 8,690 shares 8,690 $935K 0.06% +3,695 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,471 shares; 2024Q4: 1,461 shares; 2025Q1: 1,438 shares; 2025Q2: 1,368 shares; 2025Q3: 1,343 shares; 2025Q4: 1,343 shares; 2026Q1: 1,309 shares; 2026Q2: 1,309 shares 1,309 $934K 0.06% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,313 shares; 2024Q4: 17,463 shares; 2025Q1: 11,134 shares; 2025Q2: 10,964 shares; 2025Q3: 10,873 shares; 2025Q4: 10,308 shares; 2026Q1: 9,369 shares; 2026Q2: 9,025 shares 9,025 $923K 0.06% -344 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,497 shares; 2024Q4: 4,505 shares; 2025Q1: 4,505 shares; 2025Q2: 4,515 shares; 2025Q3: 4,235 shares; 2025Q4: 4,216 shares; 2026Q1: 4,124 shares; 2026Q2: 3,872 shares 3,872 $878K 0.06% -252 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,478 shares; 2024Q4: 11,689 shares; 2025Q1: 14,313 shares; 2025Q2: 14,765 shares; 2025Q3: 16,243 shares; 2025Q4: 16,253 shares; 2026Q1: 16,568 shares; 2026Q2: 16,587 shares 16,587 $869K 0.06% +19 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,255 shares; 2024Q4: 7,955 shares; 2025Q1: 7,955 shares; 2025Q2: 7,955 shares; 2025Q3: 7,955 shares; 2025Q4: 7,955 shares; 2026Q1: 7,955 shares; 2026Q2: 7,955 shares 7,955 $847K 0.06% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,234 shares; 2024Q4: 38,104 shares; 2025Q1: 31,315 shares; 2025Q2: 31,719 shares; 2025Q3: 30,749 shares; 2025Q4: 28,302 shares; 2026Q1: 25,766 shares; 2026Q2: 20,591 shares 20,591 $845K 0.06% -5,175 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,164 shares; 2024Q4: 5,084 shares; 2025Q1: 5,078 shares; 2025Q2: 4,622 shares; 2025Q3: 3,856 shares; 2025Q4: 3,861 shares; 2026Q1: 3,720 shares; 2026Q2: 3,663 shares 3,663 $832K 0.06% -57 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,141 shares; 2024Q4: 7,616 shares; 2025Q1: 6,334 shares; 2025Q2: 5,890 shares; 2025Q3: 5,545 shares; 2025Q4: 4,246 shares; 2026Q1: 3,397 shares; 2026Q2: 2,410 shares 2,410 $830K 0.05% -987 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; 2024Q3: 5,324 shares; 2024Q4: 5,433 shares; 2025Q1: 5,248 shares; 2025Q2: 5,329 shares; 2025Q3: 4,632 shares; 2025Q4: 5,093 shares; 2026Q1: 6,311 shares; 2026Q2: 7,639 shares 7,639 $818K 0.05% +1,328 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,147 shares; 2024Q4: 6,147 shares; 2025Q1: 6,147 shares; 2025Q2: 5,409 shares; 2025Q3: 5,409 shares; 2025Q4: 5,409 shares; 2026Q1: 5,545 shares; 2026Q2: 5,545 shares 5,545 $812K 0.05% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,040 shares; 2024Q4: 8,990 shares; 2025Q1: 8,540 shares; 2025Q2: 17,080 shares; 2025Q3: 17,080 shares; 2025Q4: 16,920 shares; 2026Q1: 16,553 shares; 2026Q2: 16,318 shares 16,318 $784K 0.05% -235 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,698 shares; 2024Q4: 1,465 shares; 2025Q1: 2,050 shares; 2025Q2: 2,273 shares; 2025Q3: 2,438 shares; 2025Q4: 5,141 shares; 2026Q1: 5,318 shares; 2026Q2: 4,769 shares 4,769 $780K 0.05% -549 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,149 shares; 2024Q4: 12,515 shares; 2025Q1: 13,691 shares; 2025Q2: 15,849 shares; 2025Q3: 16,696 shares; 2025Q4: 16,536 shares; 2026Q1: 17,739 shares; 2026Q2: 15,031 shares 15,031 $749K 0.05% -2,708 Timeline INVESTMENT CO AMER CL F-2 S… INVESTMENT CO AMER CL F-2 SHS More: the full row for INVESTMENT CO AMER CL F-2 SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,965 shares 10,965 $748K 0.05% new SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,200 shares; 2024Q4: 24,600 shares; 2025Q1: 28,780 shares; 2025Q2: 28,720 shares; 2025Q3: 17,196 shares; 2025Q4: 17,197 shares; 2026Q1: 28,526 shares; 2026Q2: 20,048 shares 20,048 $739K 0.05% -8,478 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,262 shares; 2024Q4: 15,613 shares; 2025Q1: 14,286 shares; 2025Q2: 7,846 shares; 2025Q3: 7,301 shares; 2025Q4: 6,771 shares; 2026Q1: 6,380 shares; 2026Q2: 6,180 shares 6,180 $737K 0.05% -200 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,248 shares; 2024Q4: 2,163 shares; 2025Q1: 2,028 shares; 2025Q2: 1,983 shares; 2025Q3: 1,958 shares; 2025Q4: 1,958 shares; 2026Q1: 1,961 shares; 2026Q2: 1,961 shares 1,961 $727K 0.05% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,873 shares; 2024Q4: 2,038 shares; 2025Q1: 1,634 shares; 2025Q2: 1,627 shares; 2025Q3: 1,832 shares; 2025Q4: 1,867 shares; 2026Q1: 1,562 shares; 2026Q2: 1,242 shares 1,242 $721K 0.05% -320 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,221 shares; 2024Q4: 15,221 shares; 2025Q1: 15,221 shares; 2025Q2: 22,216 shares; 2025Q3: 22,216 shares; 2025Q4: 21,916 shares; 2026Q1: 21,916 shares; 2026Q2: 21,916 shares 21,916 $669K 0.04% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,633 shares; 2024Q4: 37,002 shares; 2025Q1: 34,610 shares; 2025Q2: 31,874 shares; 2025Q3: 30,691 shares; 2025Q4: 27,420 shares; 2026Q1: 28,554 shares; 2026Q2: 27,037 shares 27,037 $664K 0.04% -1,517 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,115 shares; 2024Q4: 5,967 shares; 2025Q1: 5,940 shares; 2025Q2: 5,740 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,181 shares; 2026Q2: 4,738 shares 4,738 $663K 0.04% -443 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,743 shares; 2024Q4: 31,750 shares; 2025Q1: 29,375 shares; 2025Q2: 28,104 shares; 2025Q3: 25,962 shares; 2025Q4: 25,036 shares; 2026Q1: 23,988 shares; 2026Q2: 23,576 shares 23,576 $645K 0.04% -412 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,016 shares; 2024Q4: 2,848 shares; 2025Q1: 2,838 shares; 2025Q2: 2,678 shares; 2025Q3: 2,797 shares; 2025Q4: 2,717 shares; 2026Q1: 2,428 shares; 2026Q2: 2,361 shares 2,361 $639K 0.04% -67 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,159 shares; 2024Q4: 7,886 shares; 2025Q1: 7,891 shares; 2025Q2: 7,973 shares; 2025Q3: 7,768 shares; 2025Q4: 7,657 shares; 2026Q1: 7,569 shares; 2026Q2: 7,522 shares 7,522 $625K 0.04% -47 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,852 shares; 2024Q4: 13,428 shares; 2025Q1: 13,254 shares; 2025Q2: 13,254 shares; 2025Q3: 13,206 shares; 2025Q4: 13,082 shares; 2026Q1: 13,107 shares; 2026Q2: 13,038 shares 13,038 $620K 0.04% -69 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 806 shares; 2024Q4: 1,089 shares; 2025Q1: 1,442 shares; 2025Q2: 1,507 shares; 2025Q3: 1,512 shares; 2025Q4: 7,173 shares; 2026Q1: 5,165 shares; 2026Q2: 6,190 shares 6,190 $615K 0.04% +1,025 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; 2024Q3: 6,103 shares; 2024Q4: 6,078 shares; 2025Q1: 5,978 shares; 2025Q2: 5,875 shares; 2025Q3: 5,894 shares; 2025Q4: 5,645 shares; 2026Q1: 5,597 shares; 2026Q2: 5,497 shares 5,497 $603K 0.04% -100 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,425 shares; 2024Q4: 9,325 shares; 2025Q1: 9,225 shares; 2025Q2: 9,125 shares; 2025Q3: 8,125 shares; 2025Q4: 8,198 shares; 2026Q1: 8,166 shares; 2026Q2: 7,761 shares 7,761 $602K 0.04% -405 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,346 shares; 2025Q1: 4,467 shares; 2025Q2: 3,458 shares; 2025Q3: 3,424 shares; 2025Q4: 3,269 shares; 2026Q1: 3,104 shares; 2026Q2: 2,958 shares 2,958 $596K 0.04% -146 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,015 shares; 2024Q4: 8,015 shares; 2025Q1: 10,980 shares; 2025Q2: 10,980 shares; 2025Q3: 10,980 shares; 2025Q4: 10,970 shares; 2026Q1: 10,970 shares; 2026Q2: 11,121 shares 11,121 $587K 0.04% +151 Timeline AMERICAN WASHINGTON MUTUAL … AMERICAN WASHINGTON MUTUAL INVEST… More: the full row for AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,771 shares 8,771 $586K 0.04% new QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,471 shares; 2024Q4: 1,471 shares; 2025Q1: 1,471 shares; 2025Q2: 1,471 shares; 2025Q3: 1,053 shares; 2025Q4: 1,057 shares; 2026Q1: 3,166 shares; 2026Q2: 2,646 shares 2,646 $581K 0.04% -520 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,733 shares; 2024Q4: 8,452 shares; 2025Q1: 6,806 shares; 2025Q2: 6,806 shares; 2025Q3: 5,565 shares; 2025Q4: 5,565 shares; 2026Q1: 7,308 shares; 2026Q2: 6,097 shares 6,097 $576K 0.04% -1,211 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,844 shares; 2024Q4: 12,111 shares; 2025Q1: 9,974 shares; 2025Q2: 9,807 shares; 2025Q3: 12,229 shares; 2025Q4: 8,451 shares; 2026Q1: 9,394 shares; 2026Q2: 9,120 shares 9,120 $574K 0.04% -274 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,748 shares; 2024Q4: 11,748 shares; 2025Q1: 11,081 shares; 2025Q2: 10,911 shares; 2025Q3: 10,780 shares; 2025Q4: 10,780 shares; 2026Q1: 10,841 shares; 2026Q2: 10,931 shares 10,931 $566K 0.04% +90 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,046 shares; 2024Q4: 19,046 shares; 2025Q1: 17,686 shares; 2025Q2: 17,686 shares; 2025Q3: 17,541 shares; 2025Q4: 17,101 shares; 2026Q1: 16,776 shares; 2026Q2: 16,731 shares 16,731 $560K 0.04% -45 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 2,279 shares; 2025Q1: 2,206 shares; 2025Q2: 2,202 shares; 2025Q3: 1,825 shares; 2025Q4: 1,937 shares; 2026Q1: 1,971 shares; 2026Q2: 1,816 shares 1,816 $550K 0.04% -155 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,877 shares; 2024Q4: 1,380 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,255 shares; 2025Q4: 1,255 shares; 2026Q1: 2,462 shares; 2026Q2: 2,462 shares 2,462 $545K 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,972 shares; 2024Q4: 6,253 shares; 2025Q1: 6,033 shares; 2025Q2: 5,309 shares; 2025Q3: 5,315 shares; 2025Q4: 5,089 shares; 2026Q1: 4,834 shares; 2026Q2: 4,285 shares 4,285 $542K 0.04% -549 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535 shares; 2024Q4: 535 shares; 2025Q1: 521 shares; 2025Q2: 6,540 shares; 2025Q3: 6,180 shares; 2025Q4: 6,180 shares; 2026Q1: 6,115 shares; 2026Q2: 5,810 shares 5,810 $535K 0.04% -305 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,595 shares; 2025Q2: 9,045 shares; 2025Q3: 9,695 shares; 2025Q4: 10,660 shares; 2026Q1: 12,080 shares; 2026Q2: 11,353 shares 11,353 $531K 0.04% -727 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420 shares; 2024Q4: 410 shares; 2025Q1: 815 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 915 shares; 2026Q2: 915 shares 915 $528K 0.03% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289 shares; 2024Q4: 289 shares; 2025Q1: 284 shares; 2025Q2: 194 shares; 2025Q3: 185 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $527K 0.03% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,801 shares; 2024Q4: 3,641 shares; 2025Q1: 3,921 shares; 2025Q2: 3,433 shares; 2025Q3: 3,596 shares; 2025Q4: 3,629 shares; 2026Q1: 3,279 shares; 2026Q2: 3,460 shares 3,460 $524K 0.03% +181 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,484 shares; 2025Q2: 1,469 shares; 2025Q3: 2,166 shares; 2025Q4: 2,179 shares; 2026Q1: 1,894 shares; 2026Q2: 1,901 shares 1,901 $513K 0.03% +7 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,748 shares; 2024Q4: 17,748 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 13,100 shares; 2026Q2: 13,100 shares 13,100 $482K 0.03% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,536 shares; 2024Q4: 4,531 shares; 2025Q1: 2,519 shares; 2025Q2: 2,534 shares; 2025Q3: 1,431 shares; 2025Q4: 1,428 shares; 2026Q1: 2,766 shares; 2026Q2: 1,134 shares 1,134 $477K 0.03% -1,632 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,330 shares; 2024Q4: 4,587 shares; 2025Q1: 4,587 shares; 2025Q2: 4,364 shares; 2025Q3: 4,090 shares; 2025Q4: 3,976 shares; 2026Q1: 4,001 shares; 2026Q2: 3,996 shares 3,996 $472K 0.03% -5 Timeline NEW PERSPECTIVE FD INC SHS … NEW PERSPECTIVE FD INC SHS CL More: the full row for NEW PERSPECTIVE FD INC SHS CL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,095 shares 6,095 $458K 0.03% new IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,806 shares; 2024Q4: 3,890 shares; 2025Q1: 3,890 shares; 2025Q2: 3,890 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares; 2026Q2: 3,900 shares 3,900 $458K 0.03% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,105 shares; 2025Q2: 6,900 shares; 2025Q3: 11,690 shares; 2025Q4: 11,690 shares; 2026Q1: 11,690 shares; 2026Q2: 14,809 shares 14,809 $449K 0.03% +3,119 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,461 shares; 2024Q4: 1,361 shares; 2025Q1: 1,336 shares; 2025Q2: 1,336 shares; 2025Q3: 1,336 shares; 2025Q4: 1,335 shares; 2026Q1: 1,358 shares; 2026Q2: 1,358 shares 1,358 $448K 0.03% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,409 shares; 2024Q4: 2,309 shares; 2025Q1: 2,409 shares; 2025Q2: 2,409 shares; 2025Q3: 2,380 shares; 2025Q4: 2,173 shares; 2026Q1: 2,081 shares; 2026Q2: 1,881 shares 1,881 $448K 0.03% -200 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,122 shares; 2024Q4: 4,288 shares; 2025Q1: 2,392 shares; 2025Q2: 1,381 shares; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares; 2026Q1: 1,296 shares; 2026Q2: 2,306 shares 2,306 $446K 0.03% +1,010 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,530 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares; 2026Q2: 1,530 shares 1,530 $445K 0.03% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,839 shares; 2024Q4: 18,004 shares; 2025Q1: 13,214 shares; 2025Q2: 11,952 shares; 2025Q3: 11,676 shares; 2025Q4: 9,297 shares; 2026Q1: 7,398 shares; 2026Q2: 7,064 shares 7,064 $432K 0.03% -334 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,861 shares; 2024Q4: 3,575 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: 3,378 shares; 2026Q2: 3,378 shares 3,378 $426K 0.03% 0 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,610 shares; 2024Q4: 13,785 shares; 2025Q1: 12,745 shares; 2025Q2: 12,745 shares; 2025Q3: 12,345 shares; 2025Q4: 12,285 shares; 2026Q1: 12,285 shares; 2026Q2: 12,285 shares 12,285 $425K 0.03% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,380 shares; 2024Q4: 9,734 shares; 2025Q1: 9,699 shares; 2025Q2: 9,418 shares; 2025Q3: 8,668 shares; 2025Q4: 8,665 shares; 2026Q1: 8,465 shares; 2026Q2: 7,760 shares 7,760 $421K 0.03% -705 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,864 shares; 2024Q4: 4,366 shares; 2025Q1: 4,366 shares; 2025Q2: 4,366 shares; 2025Q3: 4,366 shares; 2025Q4: 4,366 shares; 2026Q1: 4,366 shares; 2026Q2: 4,366 shares 4,366 $415K 0.03% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,926 shares; 2024Q4: 1,926 shares; 2025Q1: 1,926 shares; 2025Q2: 2,031 shares; 2025Q3: 2,609 shares; 2025Q4: 2,609 shares; 2026Q1: 1,949 shares; 2026Q2: 1,949 shares 1,949 $415K 0.03% 0 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,335 shares; 2024Q4: 12,420 shares; 2025Q1: 12,847 shares; 2025Q2: 5,939 shares; 2025Q3: 4,729 shares; 2025Q4: 3,899 shares; 2026Q1: 3,899 shares; 2026Q2: 3,899 shares 3,899 $414K 0.03% 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; 2024Q3: 2,468 shares; 2024Q4: 2,468 shares; 2025Q1: 2,130 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,968 shares; 2026Q1: 1,753 shares; 2026Q2: 1,738 shares 1,738 $413K 0.03% -15 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766 shares; 2024Q4: 598 shares; 2025Q1: 390 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,085 shares; 2026Q1: 1,093 shares; 2026Q2: 1,093 shares 1,093 $410K 0.03% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,684 shares; 2024Q4: 2,684 shares; 2025Q1: 2,684 shares; 2025Q2: 2,684 shares; 2025Q3: 2,684 shares; 2025Q4: 2,684 shares; 2026Q1: 2,684 shares; 2026Q2: 2,684 shares 2,684 $409K 0.03% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 202 shares; 2025Q1: 1,359 shares; 2025Q2: 1,359 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares; 2026Q1: 933 shares; 2026Q2: 933 shares 933 $397K 0.03% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,753 shares; 2024Q4: 6,371 shares; 2025Q1: 5,922 shares; 2025Q2: 5,730 shares; 2025Q3: 6,506 shares; 2025Q4: 6,312 shares; 2026Q1: 6,425 shares; 2026Q2: 6,179 shares 6,179 $396K 0.03% -246 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,802 shares; 2024Q4: 6,802 shares; 2025Q1: 6,382 shares; 2025Q2: 6,382 shares; 2025Q3: 6,322 shares; 2025Q4: 6,322 shares; 2026Q1: 7,427 shares; 2026Q2: 7,407 shares 7,407 $394K 0.03% -20 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,825 shares; 2024Q4: 8,825 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $393K 0.03% 0 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,845 shares; 2024Q4: 8,845 shares; 2025Q1: 7,755 shares; 2025Q2: 7,755 shares; 2025Q3: 7,755 shares; 2025Q4: 7,755 shares; 2026Q1: 7,850 shares; 2026Q2: 7,850 shares 7,850 $393K 0.03% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,158 shares; 2024Q4: 2,308 shares; 2025Q1: 2,308 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares; 2026Q1: 2,308 shares; 2026Q2: 2,362 shares 2,362 $389K 0.03% +54 Timeline Capital World Growth Income… Capital World Growth Income Fu More: the full row for Capital World Growth Income Fu Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,746 shares 4,746 $387K 0.03% new VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,256 shares; 2024Q4: 2,256 shares; 2025Q1: 2,667 shares; 2025Q2: 2,642 shares; 2025Q3: 2,642 shares; 2025Q4: 2,432 shares; 2026Q1: 2,432 shares; 2026Q2: 2,432 shares 2,432 $384K 0.03% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,194 shares; 2024Q4: 2,102 shares; 2025Q1: 1,892 shares; 2025Q2: 1,742 shares; 2025Q3: 1,893 shares; 2025Q4: 1,893 shares; 2026Q1: 1,720 shares; 2026Q2: 1,720 shares 1,720 $383K 0.03% 0 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; 2024Q3: 138 shares; 2024Q4: 203 shares; 2025Q1: 653 shares; 2025Q2: 603 shares; 2025Q3: 995 shares; 2025Q4: 1,271 shares; 2026Q1: 826 shares; 2026Q2: 4,428 shares 4,428 $381K 0.03% +3,602 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; 2024Q3: 14,061 shares; 2024Q4: 15,940 shares; 2025Q1: 13,868 shares; 2025Q2: 14,317 shares; 2025Q3: 12,195 shares; 2025Q4: 15,245 shares; 2026Q1: 14,213 shares; 2026Q2: 11,152 shares 11,152 $379K 0.03% -3,061 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; 2024Q3: 5,551 shares; 2024Q4: 5,383 shares; 2025Q1: 5,187 shares; 2025Q2: 5,120 shares; 2025Q3: 4,817 shares; 2025Q4: 4,334 shares; 2026Q1: 4,236 shares; 2026Q2: 3,961 shares 3,961 $378K 0.03% -275 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 836 shares; 2024Q4: 812 shares; 2025Q1: 787 shares; 2025Q2: 803 shares; 2025Q3: 1,311 shares; 2025Q4: 1,272 shares; 2026Q1: 807 shares; 2026Q2: 736 shares 736 $375K 0.02% -71 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,027 shares; 2024Q4: 3,027 shares; 2025Q1: 3,027 shares; 2025Q2: 3,027 shares; 2025Q3: 37 shares; 2025Q4: 41 shares; 2026Q1: 1,800 shares; 2026Q2: 9,722 shares 9,722 $372K 0.02% +7,922 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,205 shares; 2024Q4: 13,104 shares; 2025Q1: 13,116 shares; 2025Q2: 7,472 shares; 2025Q3: 2,101 shares; 2025Q4: 2,029 shares; 2026Q1: 5,142 shares; 2026Q2: 4,374 shares 4,374 $366K 0.02% -768 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,642 shares; 2024Q4: 1,657 shares; 2025Q1: 1,656 shares; 2025Q2: 1,685 shares; 2025Q3: 1,645 shares; 2025Q4: 1,628 shares; 2026Q1: 1,666 shares; 2026Q2: 1,644 shares 1,644 $363K 0.02% -22 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,167 shares; 2024Q4: 9,571 shares; 2025Q1: 9,143 shares; 2025Q2: 8,408 shares; 2025Q3: 746 shares; 2025Q4: 749 shares; 2026Q1: 7,840 shares; 2026Q2: 2,211 shares 2,211 $362K 0.02% -5,629 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 265 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 247 shares; 2025Q4: 237 shares; 2026Q1: 181 shares; 2026Q2: 181 shares 181 $360K 0.02% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,553 shares; 2024Q4: 9,291 shares; 2025Q1: 9,291 shares; 2025Q2: 9,291 shares; 2025Q3: 11,881 shares; 2025Q4: 11,881 shares; 2026Q1: 13,556 shares; 2026Q2: 13,556 shares 13,556 $359K 0.02% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 937 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 935 shares; 2026Q2: 870 shares 870 $356K 0.02% -65 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,422 shares; 2024Q4: 3,407 shares; 2025Q1: 3,407 shares; 2025Q2: 3,082 shares; 2025Q3: 2,359 shares; 2025Q4: 2,308 shares; 2026Q1: 2,243 shares; 2026Q2: 2,187 shares 2,187 $350K 0.02% -56 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,965 shares; 2024Q4: 5,270 shares; 2025Q1: 5,270 shares; 2025Q2: 3,120 shares; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares; 2026Q1: 1,455 shares; 2026Q2: 11,185 shares 11,185 $345K 0.02% +9,730 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,801 shares; 2024Q4: 4,666 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 3,795 shares; 2025Q4: 3,792 shares; 2026Q1: 4,727 shares; 2026Q2: 4,250 shares 4,250 $345K 0.02% -477 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,428 shares; 2024Q4: 2,428 shares; 2025Q1: 1,930 shares; 2025Q2: 2,627 shares; 2025Q3: 2,627 shares; 2025Q4: 2,627 shares; 2026Q1: 4,723 shares; 2026Q2: 3,627 shares 3,627 $343K 0.02% -1,096 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,166 shares; 2026Q1: 5,166 shares; 2026Q2: 5,166 shares 5,166 $342K 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,278 shares; 2024Q4: 2,132 shares; 2025Q1: 2,132 shares; 2025Q2: 2,132 shares; 2025Q3: 2,132 shares; 2025Q4: 2,045 shares; 2026Q1: 2,015 shares; 2026Q2: 2,008 shares 2,008 $341K 0.02% -7 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $338K 0.02% 0 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,955 shares; 2025Q2: 11,955 shares; 2025Q3: 11,955 shares; 2025Q4: 11,895 shares; 2026Q1: 11,280 shares; 2026Q2: 11,080 shares 11,080 $337K 0.02% -200 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares; 2026Q2: 1,375 shares 1,375 $333K 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,374 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,292 shares; 2025Q3: 1,534 shares; 2025Q4: 1,729 shares; 2026Q1: 1,502 shares; 2026Q2: 1,484 shares 1,484 $333K 0.02% -18 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,241 shares; 2024Q4: 26,649 shares; 2025Q1: 26,137 shares; 2025Q2: 25,874 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 19,393 shares; 2026Q2: 6,948 shares 6,948 $321K 0.02% -12,445 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,523 shares; 2024Q4: 1,522 shares; 2025Q1: 1,474 shares; 2025Q2: 1,462 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,317 shares; 2026Q2: 1,224 shares 1,224 $319K 0.02% -93 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,226 shares; 2024Q4: 1,226 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares; 2026Q1: 1,293 shares; 2026Q2: 1,293 shares 1,293 $318K 0.02% 0 Timeline SWTSX SCHWAB TOT STK MRKT INDX More: the full row for SCHWAB TOT STK MRKT INDX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,433 shares 17,433 $317K 0.02% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 590 shares; 2026Q2: 599 shares 599 $313K 0.02% +9 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 334 shares; 2026Q1: 272 shares; 2026Q2: 272 shares 272 $308K 0.02% 0 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,279 shares; 2025Q3: 8,871 shares; 2025Q4: 8,871 shares; 2026Q1: 8,871 shares; 2026Q2: 8,871 shares 8,871 $304K 0.02% 0 Timeline AMERICAN MUTUAL FUND CLASS … AMERICAN MUTUAL FUND CLASS F2 More: the full row for AMERICAN MUTUAL FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,635 shares 4,635 $298K 0.02% new SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,475 shares; 2024Q4: 29,983 shares; 2025Q1: 26,830 shares; 2025Q2: 26,515 shares; 2025Q3: 64 shares; 2025Q4: 65 shares; 2026Q1: 26,094 shares; 2026Q2: 8,729 shares 8,729 $295K 0.02% -17,365 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 885 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 853 shares; 2026Q1: 853 shares; 2026Q2: 853 shares 853 $293K 0.02% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 4,725 shares; 2026Q2: 4,725 shares 4,725 $290K 0.02% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,275 shares; 2024Q4: 24,499 shares; 2025Q1: 23,533 shares; 2025Q2: 22,385 shares; 2025Q3: 124 shares; 2025Q4: 126 shares; 2026Q1: 20,159 shares; 2026Q2: 3,738 shares 3,738 $284K 0.02% -16,421 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 562 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 1,193 shares; 2025Q4: 1,231 shares; 2026Q1: 549 shares; 2026Q2: 537 shares 537 $283K 0.02% -12 Timeline TCW METWEST LOW DURATION BD… TCW METWEST LOW DURATION BD M More: the full row for TCW METWEST LOW DURATION BD M Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,492 shares 33,492 $281K 0.02% new MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623 shares; 2024Q4: 458 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 419 shares; 2025Q4: 374 shares; 2026Q1: 361 shares; 2026Q2: 361 shares 361 $273K 0.02% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,159 shares; 2026Q2: 1,209 shares 1,209 $270K 0.02% +50 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,006 shares; 2024Q4: 4,599 shares; 2025Q1: 4,599 shares; 2025Q2: 4,579 shares; 2025Q3: 2,324 shares; 2025Q4: 2,319 shares; 2026Q1: 2,661 shares; 2026Q2: 1,536 shares 1,536 $269K 0.02% -1,125 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; 2024Q3: 4,303 shares; 2024Q4: 4,293 shares; 2025Q1: 4,283 shares; 2025Q2: 3,783 shares; 2025Q3: 3,783 shares; 2025Q4: 3,783 shares; 2026Q1: 3,825 shares; 2026Q2: 3,575 shares 3,575 $266K 0.02% -250 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,681 shares; 2024Q4: 7,380 shares; 2025Q1: 4,476 shares; 2025Q2: 4,031 shares; 2025Q3: 3,981 shares; 2025Q4: 3,623 shares; 2026Q1: 3,427 shares; 2026Q2: 3,264 shares 3,264 $266K 0.02% -163 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,009 shares; 2024Q4: 4,009 shares; 2025Q1: 4,009 shares; 2025Q2: 4,009 shares; 2025Q3: 3,566 shares; 2025Q4: 3,564 shares; 2026Q1: 4,097 shares; 2026Q2: 3,493 shares 3,493 $262K 0.02% -604 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 420 shares; 2026Q1: 216 shares; 2026Q2: 226 shares 226 $261K 0.02% +10 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; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,825 shares; 2025Q3: 2,885 shares; 2025Q4: 1,525 shares; 2026Q1: 1,562 shares; 2026Q2: 1,554 shares 1,554 $261K 0.02% -8 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,765 shares; 2024Q4: 12,765 shares; 2025Q1: 12,765 shares; 2025Q2: 12,765 shares; 2025Q3: 12,765 shares; 2025Q4: 12,765 shares; 2026Q1: 12,765 shares; 2026Q2: 12,765 shares 12,765 $260K 0.02% 0 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; 2024Q3: 5,111 shares; 2024Q4: 5,111 shares; 2025Q1: 5,111 shares; 2025Q2: 5,111 shares; 2025Q3: 5,111 shares; 2025Q4: 5,111 shares; 2026Q1: 5,111 shares; 2026Q2: 5,111 shares 5,111 $259K 0.02% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,814 shares; 2024Q4: 1,776 shares; 2025Q1: 1,776 shares; 2025Q2: 1,776 shares; 2025Q3: 1,776 shares; 2025Q4: 1,776 shares; 2026Q1: 1,780 shares; 2026Q2: 1,440 shares 1,440 $259K 0.02% -340 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,539 shares; 2024Q4: 16,364 shares; 2025Q1: 16,344 shares; 2025Q2: 16,244 shares; 2025Q3: 16,165 shares; 2025Q4: 16,149 shares; 2026Q1: 15,900 shares; 2026Q2: 2,575 shares 2,575 $253K 0.02% -13,325 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,534 shares; 2024Q4: 2,534 shares; 2025Q1: 2,534 shares; 2025Q2: 2,534 shares; 2025Q3: 3,067 shares; 2025Q4: 2,717 shares; 2026Q1: 2,450 shares; 2026Q2: 2,450 shares 2,450 $250K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 58 shares; 2026Q2: 1,400 shares 1,400 $250K 0.02% +1,342 Timeline AMERICAN CAPITAL INCOME BUI… AMERICAN CAPITAL INCOME BUILDER F… More: the full row for AMERICAN CAPITAL INCOME BUILDER FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,998 shares 2,998 $245K 0.02% new FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,380 shares; 2024Q4: 1,324 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,313 shares; 2025Q4: 1,294 shares; 2026Q1: 931 shares; 2026Q2: 776 shares 776 $243K 0.02% -155 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,733 shares; 2024Q4: 12,363 shares; 2025Q1: 12,356 shares; 2025Q2: 12,241 shares; 2025Q3: 11,843 shares; 2025Q4: 11,841 shares; 2026Q1: 11,850 shares; 2026Q2: 10,227 shares 10,227 $242K 0.02% -1,623 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $241K 0.02% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,661 shares; 2024Q4: 5,456 shares; 2025Q1: 4,582 shares; 2025Q2: 3,148 shares; 2025Q3: 3,016 shares; 2025Q4: 2,989 shares; 2026Q1: 2,919 shares; 2026Q2: 2,800 shares 2,800 $241K 0.02% -119 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 4,671 shares; 2026Q2: 4,571 shares 4,571 $241K 0.02% -100 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,463 shares; 2024Q4: 36,959 shares; 2025Q1: 36,959 shares; 2025Q2: 36,959 shares; 2025Q3: 145 shares; 2025Q4: 148 shares; 2026Q1: 36,209 shares; 2026Q2: 2,907 shares 2,907 $238K 0.02% -33,302 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,013 shares; 2024Q4: 1,013 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 892 shares; 2026Q2: 862 shares 862 $238K 0.02% -30 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486 shares; 2024Q4: 486 shares; 2025Q1: 345 shares; 2025Q2: 408 shares; 2025Q3: 188 shares; 2025Q4: 137 shares; 2026Q1: 1,214 shares; 2026Q2: 1,159 shares 1,159 $232K 0.02% -55 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,677 shares; 2024Q4: 1,677 shares; 2025Q1: 1,677 shares; 2025Q2: 977 shares; 2025Q3: 1,041 shares; 2025Q4: 1,045 shares; 2026Q1: 977 shares; 2026Q2: 977 shares 977 $231K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,228 shares; 2024Q4: 4,094 shares; 2025Q1: 2,721 shares; 2025Q2: 2,301 shares; 2025Q3: 1,989 shares; 2025Q4: 1,923 shares; 2026Q1: 1,760 shares; 2026Q2: 1,123 shares 1,123 $230K 0.02% -637 Timeline HARBOR CAPITAL APPRECIATION… HARBOR CAPITAL APPRECIATION INV More: the full row for HARBOR CAPITAL APPRECIATION INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,107 shares 2,107 $230K 0.02% new RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,978 shares; 2024Q4: 13,356 shares; 2025Q1: 12,909 shares; 2025Q2: 12,389 shares; 2025Q3: 134 shares; 2025Q4: 139 shares; 2026Q1: 12,309 shares; 2026Q2: 2,741 shares 2,741 $222K 0.01% -9,568 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,502 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares; 2026Q1: 1,509 shares; 2026Q2: 1,509 shares 1,509 $221K 0.01% 0 Timeline LOOMIS SAYLES INCOME INSTL LOOMIS SAYLES INCOME INSTL More: the full row for LOOMIS SAYLES INCOME INSTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,451 shares 18,451 $221K 0.01% new ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638 shares; 2024Q4: 638 shares; 2025Q1: 595 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 530 shares; 2026Q1: 442 shares; 2026Q2: 437 shares 437 $216K 0.01% -5 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $216K 0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,920 shares; 2024Q4: 39,920 shares; 2025Q1: 7,085 shares; 2025Q2: 7,085 shares; 2025Q3: 7,085 shares; 2025Q4: 7,085 shares; 2026Q1: 7,085 shares; 2026Q2: 7,085 shares 7,085 $213K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,725 shares; 2024Q4: 2,728 shares; 2025Q1: 2,730 shares; 2025Q2: 2,733 shares; 2025Q3: 135 shares; 2025Q4: 130 shares; 2026Q1: 2,741 shares; 2026Q2: 2,743 shares 2,743 $209K 0.01% +2 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,144 shares; 2024Q4: 1,563 shares; 2025Q1: 1,471 shares; 2025Q2: 1,436 shares; 2025Q3: 730 shares; 2025Q4: 701 shares; 2026Q1: 1,413 shares; 2026Q2: 1,234 shares 1,234 $209K 0.01% -179 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 347 shares; 2026Q2: 557 shares 557 $207K 0.01% +210 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,460 shares; 2024Q4: 2,460 shares; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares; 2025Q4: 2,460 shares; 2026Q1: 3,171 shares; 2026Q2: 4,179 shares 4,179 $207K 0.01% +1,008 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,432 shares; 2024Q4: 22,194 shares; 2025Q1: 22,194 shares; 2025Q2: 22,105 shares; 2025Q3: 63 shares; 2025Q4: 65 shares; 2026Q1: 21,973 shares; 2026Q2: 5,539 shares 5,539 $204K 0.01% -16,434 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,546 shares; 2024Q4: 3,546 shares; 2025Q1: 3,546 shares; 2025Q2: 2,996 shares; 2025Q3: 2,983 shares; 2025Q4: 2,954 shares; 2026Q1: 2,947 shares; 2026Q2: 2,947 shares 2,947 $201K 0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,294 shares; 2024Q4: 3,269 shares; 2025Q1: 3,269 shares; 2025Q2: 3,269 shares; 2025Q3: 3,274 shares; 2025Q4: 3,274 shares; 2026Q1: 4,981 shares; 2026Q2: 3,417 shares 3,417 $199K 0.01% -1,564 Timeline VANGUARD GROWTH INDEX (ADM) VANGUARD GROWTH INDEX (ADM) More: the full row for VANGUARD GROWTH INDEX (ADM) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 735 shares 735 $196K 0.01% new PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,988 shares; 2024Q4: 3,988 shares; 2025Q1: 3,988 shares; 2025Q2: 3,988 shares; 2025Q3: 3,988 shares; 2025Q4: 3,988 shares; 2026Q1: 3,988 shares; 2026Q2: 3,988 shares 3,988 $195K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,488 shares; 2024Q4: 5,488 shares; 2025Q1: 5,488 shares; 2025Q2: 5,484 shares; 2025Q3: 4,026 shares; 2025Q4: 4,476 shares; 2026Q1: 4,464 shares; 2026Q2: 4,144 shares 4,144 $193K 0.01% -320 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,291 shares; 2024Q4: 2,908 shares; 2025Q1: 2,554 shares; 2025Q2: 1,969 shares; 2025Q3: 2,040 shares; 2025Q4: 1,996 shares; 2026Q1: 1,750 shares; 2026Q2: 1,511 shares 1,511 $188K 0.01% -239 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $188K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $188K 0.01% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $187K 0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 742 shares; 2024Q4: 2,259 shares; 2025Q1: 3,323 shares; 2025Q2: 2,935 shares; 2025Q3: 2,516 shares; 2025Q4: 2,516 shares; 2026Q1: 1,970 shares; 2026Q2: 1,970 shares 1,970 $181K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,621 shares; 2024Q4: 3,491 shares; 2025Q1: 3,369 shares; 2025Q2: 3,090 shares; 2025Q3: 1,895 shares; 2025Q4: 1,894 shares; 2026Q1: 2,983 shares; 2026Q2: 1,850 shares 1,850 $178K 0.01% -1,133 Timeline AMERICAN SMALL-CAP WORLD FU… AMERICAN SMALL-CAP WORLD FUND CLA… More: the full row for AMERICAN SMALL-CAP WORLD FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,991 shares 1,991 $177K 0.01% new SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,610 shares; 2024Q4: 3,614 shares; 2025Q1: 3,614 shares; 2025Q2: 3,622 shares; 2025Q3: 3,625 shares; 2025Q4: 3,628 shares; 2026Q1: 3,328 shares; 2026Q2: 3,271 shares 3,271 $176K 0.01% -57 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117 shares; 2024Q4: 135 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 2,440 shares; 2025Q4: 2,117 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $175K 0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,752 shares; 2024Q4: 3,753 shares; 2025Q1: 3,753 shares; 2025Q2: 3,753 shares; 2025Q3: 2,259 shares; 2025Q4: 2,263 shares; 2026Q1: 2,279 shares; 2026Q2: 2,280 shares 2,280 $174K 0.01% +1 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,713 shares; 2024Q4: 1,533 shares; 2025Q1: 1,533 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,108 shares; 2026Q1: 1,108 shares; 2026Q2: 1,108 shares 1,108 $173K 0.01% 0 Timeline AMER EUROPACIFIC GRWTH Cl F… AMER EUROPACIFIC GRWTH Cl F-2 More: the full row for AMER EUROPACIFIC GRWTH Cl F-2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,716 shares 2,716 $172K 0.01% new HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,885 shares; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 1,835 shares; 2025Q4: 1,835 shares; 2026Q1: 1,835 shares; 2026Q2: 1,835 shares 1,835 $172K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,854 shares; 2024Q4: 1,838 shares; 2025Q1: 1,796 shares; 2025Q2: 1,781 shares; 2025Q3: 1,319 shares; 2025Q4: 1,322 shares; 2026Q1: 1,739 shares; 2026Q2: 1,221 shares 1,221 $167K 0.01% -518 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,195 shares 4,195 $166K 0.01% new Timeline MFS CORE EQUITY I MFS CORE EQUITY I More: the full row for MFS CORE EQUITY I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,779 shares 2,779 $162K 0.01% new IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,652 shares; 2024Q4: 1,652 shares; 2025Q1: 1,652 shares; 2025Q2: 1,652 shares; 2025Q3: 83 shares; 2025Q4: 80 shares; 2026Q1: 1,652 shares; 2026Q2: 1,652 shares 1,652 $162K 0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 607 shares; 2024Q4: 542 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 542 shares; 2026Q2: 542 shares 542 $162K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,892 shares; 2024Q4: 1,804 shares; 2025Q1: 1,670 shares; 2025Q2: 1,556 shares; 2025Q3: 1,596 shares; 2025Q4: 1,396 shares; 2026Q1: 1,378 shares; 2026Q2: 1,366 shares 1,366 $161K 0.01% -12 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 698 shares; 2024Q4: 698 shares; 2025Q1: 493 shares; 2025Q2: 478 shares; 2025Q3: 921 shares; 2025Q4: 956 shares; 2026Q1: 423 shares; 2026Q2: 355 shares 355 $161K 0.01% -68 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 189 shares; 2026Q2: 164 shares 164 $160K 0.01% -25 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,080 shares; 2024Q4: 4,880 shares; 2025Q1: 3,785 shares; 2025Q2: 3,785 shares; 2025Q3: 3,785 shares; 2025Q4: 3,785 shares; 2026Q1: 2,715 shares; 2026Q2: 1,665 shares 1,665 $160K 0.01% -1,050 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 910 shares; 2026Q2: 910 shares 910 $157K 0.01% 0 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; 2024Q3: 586 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 470 shares; 2025Q4: 463 shares; 2026Q1: 597 shares; 2026Q2: 597 shares 597 $155K 0.01% 0 Timeline DFA GLOBAL ALLOCATION 60/40… DFA GLOBAL ALLOCATION 60/40 I More: the full row for DFA GLOBAL ALLOCATION 60/40 I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,586 shares 6,586 $155K 0.01% new 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; 2024Q3: 240 shares; 2024Q4: 90 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 535 shares; 2025Q4: 525 shares; 2026Q1: 1,314 shares; 2026Q2: 1,314 shares 1,314 $153K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,194 shares; 2024Q4: 8,159 shares; 2025Q1: 8,558 shares; 2025Q2: 6,818 shares; 2025Q3: 6,818 shares; 2025Q4: 4,818 shares; 2026Q1: 4,149 shares; 2026Q2: 4,149 shares 4,149 $153K 0.01% 0 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; 2024Q3: 3,302 shares; 2024Q4: 3,302 shares; 2025Q1: 3,302 shares; 2025Q2: 3,218 shares; 2025Q3: 3,079 shares; 2025Q4: 3,074 shares; 2026Q1: 2,269 shares; 2026Q2: 2,000 shares 2,000 $152K 0.01% -269 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,262 shares; 2024Q4: 2,262 shares; 2025Q1: 2,262 shares; 2025Q2: 2,262 shares; 2025Q3: 2,262 shares; 2025Q4: 2,567 shares; 2026Q1: 2,567 shares; 2026Q2: 2,557 shares 2,557 $148K 0.01% -10 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,099 shares; 2024Q4: 7,107 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,314 shares; 2026Q1: 1,007 shares; 2026Q2: 1,241 shares 1,241 $146K 0.01% +234 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,759 shares; 2024Q4: 1,761 shares; 2025Q1: not reported; 2025Q2: 1,767 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,778 shares; 2026Q2: 1,781 shares 1,781 $145K 0.01% +3 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,547 shares; 2024Q4: 18,300 shares; 2025Q1: 17,608 shares; 2025Q2: 16,944 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 16,207 shares; 2026Q2: 6,349 shares 6,349 $145K 0.01% -9,858 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 488 shares; 2026Q2: 577 shares 577 $143K 0.01% +89 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 698 shares; 2025Q4: 701 shares; 2026Q1: 667 shares; 2026Q2: 600 shares 600 $143K 0.01% -67 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,363 shares; 2024Q4: 2,137 shares; 2025Q1: 2,353 shares; 2025Q2: 2,237 shares; 2025Q3: 2,168 shares; 2025Q4: 2,172 shares; 2026Q1: 2,212 shares; 2026Q2: 1,709 shares 1,709 $142K 0.01% -503 Timeline INVESCO AMERICAN FRANCHISE A INVESCO AMERICAN FRANCHISE A More: the full row for INVESCO AMERICAN FRANCHISE A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,473 shares 4,473 $141K 0.01% new DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,280 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 2,052 shares; 2025Q3: 1,148 shares; 2025Q4: 1,572 shares; 2026Q1: 1,815 shares; 2026Q2: 1,652 shares 1,652 $140K 0.01% -163 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 847 shares; 2024Q4: 847 shares; 2025Q1: 837 shares; 2025Q2: 862 shares; 2025Q3: 857 shares; 2025Q4: 817 shares; 2026Q1: 709 shares; 2026Q2: 709 shares 709 $138K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: 285 shares; 2025Q1: 455 shares; 2025Q2: 246 shares; 2025Q3: 279 shares; 2025Q4: 737 shares; 2026Q1: 304 shares; 2026Q2: 304 shares 304 $136K 0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,070 shares; 2024Q4: 29,100 shares; 2025Q1: 12,967 shares; 2025Q2: 12,768 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 12,820 shares; 2026Q2: 2,781 shares 2,781 $134K 0.01% -10,039 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,321 shares; 2024Q4: 5,505 shares; 2025Q1: 5,615 shares; 2025Q2: 5,251 shares; 2025Q3: 3,407 shares; 2025Q4: 3,296 shares; 2026Q1: 6,219 shares; 2026Q2: 5,019 shares 5,019 $134K 0.01% -1,200 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,506 shares; 2024Q4: 7,649 shares; 2025Q1: 8,284 shares; 2025Q2: 8,068 shares; 2025Q3: 7,202 shares; 2025Q4: 3,812 shares; 2026Q1: 3,128 shares; 2026Q2: 2,653 shares 2,653 $130K 0.01% -475 Timeline T ROWE PRICE CAPITAL (APPRE… T ROWE PRICE CAPITAL (APPRECIATIO… More: the full row for T ROWE PRICE CAPITAL (APPRECIATION I CLASS) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,333 shares 3,333 $126K 0.01% new KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750 $125K 0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,238 shares; 2024Q4: 2,238 shares; 2025Q1: 2,063 shares; 2025Q2: 2,063 shares; 2025Q3: 2,063 shares; 2025Q4: 2,235 shares; 2026Q1: 2,235 shares; 2026Q2: 2,228 shares 2,228 $125K 0.01% -7 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 265 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 810 shares; 2026Q1: 487 shares; 2026Q2: 284 shares 284 $124K 0.01% -203 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $124K 0.01% 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; 2024Q3: 7,537 shares; 2024Q4: 20,445 shares; 2025Q1: 19,145 shares; 2025Q2: 18,878 shares; 2025Q3: 26 shares; 2025Q4: 27 shares; 2026Q1: 18,762 shares; 2026Q2: 4,157 shares 4,157 $122K 0.01% -14,605 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,965 shares; 2024Q4: 7,791 shares; 2025Q1: 7,538 shares; 2025Q2: 7,301 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 7,243 shares; 2026Q2: 2,446 shares 2,446 $122K 0.01% -4,797 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 544 shares; 2026Q2: 544 shares 544 $122K 0.01% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 701 shares; 2024Q4: 951 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 936 shares; 2025Q4: 1,036 shares; 2026Q1: 1,036 shares; 2026Q2: 1,036 shares 1,036 $121K 0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538 shares; 2024Q4: 576 shares; 2025Q1: 578 shares; 2025Q2: 579 shares; 2025Q3: 293 shares; 2025Q4: 398 shares; 2026Q1: 966 shares; 2026Q2: 996 shares 996 $121K 0.01% +30 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $115K 0.01% 0 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,080 shares; 2024Q4: 3,080 shares; 2025Q1: 3,080 shares; 2025Q2: 3,080 shares; 2025Q3: 3,080 shares; 2025Q4: 3,080 shares; 2026Q1: 3,080 shares; 2026Q2: 3,080 shares 3,080 $111K 0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 1,420 shares; 2026Q2: 1,420 shares 1,420 $110K 0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,270 shares; 2024Q4: 3,640 shares; 2025Q1: 5,345 shares; 2025Q2: 5,245 shares; 2025Q3: 5,245 shares; 2025Q4: 5,340 shares; 2026Q1: 5,340 shares; 2026Q2: 5,340 shares 5,340 $109K 0.01% 0 Timeline AMERICAN BOND FUND OF AMERI… AMERICAN BOND FUND OF AMERICA CLA… More: the full row for AMERICAN BOND FUND OF AMERICA CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,623 shares 9,623 $108K 0.01% new JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,630 shares; 2024Q4: 2,630 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares; 2026Q2: 2,630 shares 2,630 $107K 0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,588 shares; 2024Q4: 2,588 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares; 2026Q2: 1,930 shares 1,930 $106K 0.01% 0 Timeline ALGER CAPITAL APPRECIATION … ALGER CAPITAL APPRECIATION INSTL … More: the full row for ALGER CAPITAL APPRECIATION INSTL Z-2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,602 shares 1,602 $106K 0.01% new PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 740 shares; 2025Q2: 825 shares; 2025Q3: 900 shares; 2025Q4: 1,000 shares; 2026Q1: 905 shares; 2026Q2: 905 shares 905 $106K 0.01% 0 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $105K 0.01% 0 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,982 shares; 2024Q4: 15,982 shares; 2025Q1: 5,055 shares; 2025Q2: 5,055 shares; 2025Q3: 5,055 shares; 2025Q4: 5,055 shares; 2026Q1: 5,055 shares; 2026Q2: 5,055 shares 5,055 $104K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,225 shares; 2025Q2: 23,520 shares; 2025Q3: 29,695 shares; 2025Q4: 365 shares; 2026Q1: 2,952 shares; 2026Q2: 3,650 shares 3,650 $103K 0.01% +698 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; 2024Q3: 5,485 shares; 2024Q4: 4,950 shares; 2025Q1: 3,285 shares; 2025Q2: 2,580 shares; 2025Q3: 2,880 shares; 2025Q4: 2,830 shares; 2026Q1: 2,230 shares; 2026Q2: 2,030 shares 2,030 $102K 0.01% -200 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374 shares; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 244 shares; 2025Q4: 251 shares; 2026Q1: 374 shares; 2026Q2: 374 shares 374 $102K 0.01% 0 Timeline MFS TOTAL RETURN I MFS TOTAL RETURN I More: the full row for MFS TOTAL RETURN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,182 shares 5,182 $102K 0.01% new AMERICAN INCOME FUND OF AME… AMERICAN INCOME FUND OF AMERICA C… More: the full row for AMERICAN INCOME FUND OF AMERICA CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,718 shares 3,718 $101K 0.01% new IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 650 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 655 shares; 2026Q2: 685 shares 685 $101K 0.01% +30 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 6,843 shares; 2025Q2: 6,843 shares; 2025Q3: 1,988 shares; 2025Q4: 1,988 shares; 2026Q1: 1,595 shares; 2026Q2: 1,595 shares 1,595 $99.5K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,318 shares; 2024Q4: 1,318 shares; 2025Q1: 1,318 shares; 2025Q2: 1,318 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares; 2026Q1: 1,318 shares; 2026Q2: 1,318 shares 1,318 $99.5K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,404 shares; 2024Q4: 11,436 shares; 2025Q1: 10,348 shares; 2025Q2: 8,798 shares; 2025Q3: 8,856 shares; 2025Q4: 8,388 shares; 2026Q1: 8,240 shares; 2026Q2: 2,304 shares 2,304 $99.5K 0.01% -5,936 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 161 shares; 2026Q2: 157 shares 157 $97.9K 0.01% -4 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960 shares; 2024Q4: 960 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 694 shares; 2026Q1: 674 shares; 2026Q2: 664 shares 664 $97.2K 0.01% -10 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: 368 shares; 2026Q2: 368 shares 368 $96.9K 0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 160 shares; 2026Q1: 176 shares; 2026Q2: 75 shares 75 $95.8K 0.01% -101 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $95.3K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,746 shares; 2024Q4: 9,106 shares; 2025Q1: 8,701 shares; 2025Q2: 8,538 shares; 2025Q3: 68 shares; 2025Q4: 71 shares; 2026Q1: 7,917 shares; 2026Q2: 1,224 shares 1,224 $93.7K 0.01% -6,693 Timeline DFA GLOBAL ALLOCATION 25/75… DFA GLOBAL ALLOCATION 25/75 I More: the full row for DFA GLOBAL ALLOCATION 25/75 I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,431 shares 6,431 $93.1K 0.01% new 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; 2024Q3: 2,321 shares; 2024Q4: 2,411 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 952 shares; 2025Q4: 774 shares; 2026Q1: 792 shares; 2026Q2: 714 shares 714 $92.6K 0.01% -78 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,320 shares; 2024Q4: 4,145 shares; 2025Q1: 4,138 shares; 2025Q2: 2,080 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $92.6K 0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,035 shares; 2024Q4: 8,035 shares; 2025Q1: 6,605 shares; 2025Q2: 6,625 shares; 2025Q3: 8,605 shares; 2025Q4: 32,050 shares; 2026Q1: 5,315 shares; 2026Q2: 5,315 shares 5,315 $92.3K 0.01% 0 Timeline DFUSX DFA US LARGE COMPANY I More: the full row for DFA US LARGE COMPANY I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,847 shares 1,847 $91.9K 0.01% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,335 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares; 2026Q1: 1,335 shares; 2026Q2: 1,335 shares 1,335 $90.3K 0.01% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $88.7K 0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $86.8K 0.01% 0 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,202 shares; 2024Q4: 1,202 shares; 2025Q1: 1,112 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares; 2026Q1: 1,112 shares; 2026Q2: 1,112 shares 1,112 $86.1K 0.01% 0 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $85.5K 0.01% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $85.3K 0.01% 0 Timeline DFA INTL SUSTAINABILITY COR… DFA INTL SUSTAINABILITY CORE 1 More: the full row for DFA INTL SUSTAINABILITY CORE 1 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,983 shares 4,983 $84.6K 0.01% new DFA US SOCIAL CORE EQUITY 2… DFA US SOCIAL CORE EQUITY 2 PORTF… More: the full row for DFA US SOCIAL CORE EQUITY 2 PORTFOLIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,245 shares 2,245 $83.2K 0.01% new 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; 2024Q3: 897 shares; 2024Q4: 897 shares; 2025Q1: 908 shares; 2025Q2: 913 shares; 2025Q3: 968 shares; 2025Q4: 977 shares; 2026Q1: 1,038 shares; 2026Q2: 1,025 shares 1,025 $81.4K 0.01% -13 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,180 shares; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 2,025 shares; 2025Q3: 1,875 shares; 2025Q4: 1,595 shares; 2026Q1: 1,810 shares; 2026Q2: 1,520 shares 1,520 $81.3K 0.01% -290 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 955 shares; 2025Q3: 930 shares; 2025Q4: 844 shares; 2026Q1: 852 shares; 2026Q2: 837 shares 837 $81.1K 0.01% -15 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,202 shares; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 1,202 shares; 2026Q1: 1,202 shares; 2026Q2: 1,202 shares 1,202 $80.7K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,530 shares; 2024Q4: 12,958 shares; 2025Q1: 3,861 shares; 2025Q2: 3,861 shares; 2025Q3: 3,657 shares; 2025Q4: 3,531 shares; 2026Q1: 3,573 shares; 2026Q2: 3,336 shares 3,336 $79.9K 0.01% -237 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,630 shares; 2024Q4: 3,748 shares; 2025Q1: 2,233 shares; 2025Q2: 2,233 shares; 2025Q3: 2,115 shares; 2025Q4: 2,115 shares; 2026Q1: 2,115 shares; 2026Q2: 2,115 shares 2,115 $78.3K 0.01% 0 Timeline VANGUARD INFO TECH (ADM) VANGUARD INFO TECH (ADM) More: the full row for VANGUARD INFO TECH (ADM) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 157 shares 157 $77.1K 0.01% new PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 7,525 shares; 2025Q2: 7,525 shares; 2025Q3: 6,900 shares; 2025Q4: 7,020 shares; 2026Q1: 7,020 shares; 2026Q2: 7,020 shares 7,020 $76.1K 0.01% 0 Timeline DFA US SUSTAINABILITY CORE 1 DFA US SUSTAINABILITY CORE 1 More: the full row for DFA US SUSTAINABILITY CORE 1 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,348 shares 1,348 $75.7K 0.01% new FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,582 shares; 2024Q4: 7,680 shares; 2025Q1: 7,280 shares; 2025Q2: 7,247 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 7,355 shares; 2026Q2: 1,268 shares 1,268 $75.7K 0.01% -6,087 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 962 shares; 2025Q4: 1,516 shares; 2026Q1: 1,516 shares; 2026Q2: 1,516 shares 1,516 $73.4K <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,296 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 347 shares; 2025Q4: 314 shares; 2026Q1: 391 shares; 2026Q2: 369 shares 369 $72.9K <0.01% -22 Timeline BUFFALO INTERNATIONAL BUFFALO INTERNATIONAL More: the full row for BUFFALO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,451 shares 2,451 $70.8K <0.01% new OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares; 2026Q1: 1,433 shares; 2026Q2: 1,425 shares 1,425 $69.2K <0.01% -8 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,539 shares; 2026Q1: 1,539 shares; 2026Q2: 1,539 shares 1,539 $69.2K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,867 shares; 2024Q4: 2,867 shares; 2025Q1: 1,169 shares; 2025Q2: 1,063 shares; 2025Q3: 999 shares; 2025Q4: 1,001 shares; 2026Q1: 1,825 shares; 2026Q2: 1,132 shares 1,132 $68.8K <0.01% -693 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,929 shares; 2024Q4: 2,842 shares; 2025Q1: 2,822 shares; 2025Q2: 1,572 shares; 2025Q3: 1,562 shares; 2025Q4: 1,180 shares; 2026Q1: 1,235 shares; 2026Q2: 1,235 shares 1,235 $68.5K <0.01% 0 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,678 shares; 2024Q4: 1,678 shares; 2025Q1: 1,678 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,723 shares; 2026Q1: 1,396 shares; 2026Q2: 1,396 shares 1,396 $67.4K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 496 shares; 2026Q1: 385 shares; 2026Q2: 371 shares 371 $66.6K <0.01% -14 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 880 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 103 shares; 2025Q4: 105 shares; 2026Q1: 866 shares; 2026Q2: 456 shares 456 $65.9K <0.01% -410 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 365 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,540 shares; 2026Q2: 1,540 shares 1,540 $65K <0.01% 0 Timeline CALAMOS GROWTH & INCOME A CALAMOS GROWTH & INCOME A More: the full row for CALAMOS GROWTH & INCOME A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,097 shares 1,097 $64.9K <0.01% new VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 295 shares 295 $64.7K <0.01% 0 Timeline NWFL NORWOOD FINANCIAL CORP More: the full row for NORWOOD FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,011 shares; 2024Q4: 2,011 shares; 2025Q1: 2,011 shares; 2025Q2: 2,011 shares; 2025Q3: 2,011 shares; 2025Q4: 2,011 shares; 2026Q1: 2,011 shares; 2026Q2: 2,011 shares 2,011 $64.7K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 360 shares; 2026Q1: 95 shares; 2026Q2: 98 shares 98 $64.3K <0.01% +3 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 544 shares; 2025Q4: 532 shares; 2026Q1: 386 shares; 2026Q2: 376 shares 376 $64K <0.01% -10 Timeline FIDELITY 500 INDEX FIDELITY 500 INDEX More: the full row for FIDELITY 500 INDEX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 243 shares 243 $63.5K <0.01% new SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 342 shares; 2025Q3: 373 shares; 2025Q4: 1,735 shares; 2026Q1: 1,735 shares; 2026Q2: 1,725 shares 1,725 $62.5K <0.01% -10 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 265 shares; 2026Q2: 165 shares 165 $61.9K <0.01% -100 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601 shares; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 541 shares; 2026Q2: 541 shares 541 $60.9K <0.01% 0 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 1 shares; 2026Q2: 801 shares 801 $60.6K <0.01% +800 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 515 shares; 2026Q2: 1,491 shares 1,491 $60.5K <0.01% +976 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 234 shares; 2026Q2: 234 shares 234 $59.6K <0.01% 0 Timeline FIDELITY NEW YORK MUNICIPAL… FIDELITY NEW YORK MUNICIPAL INCOME More: the full row for FIDELITY NEW YORK MUNICIPAL INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,738 shares 4,738 $59.5K <0.01% new KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,780 shares; 2024Q4: 4,802 shares; 2025Q1: 4,829 shares; 2025Q2: 4,856 shares; 2025Q3: 2,781 shares; 2025Q4: 2,783 shares; 2026Q1: 4,723 shares; 2026Q2: 2,562 shares 2,562 $59.1K <0.01% -2,161 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,031 shares; 2024Q4: 4,031 shares; 2025Q1: 4,031 shares; 2025Q2: 4,031 shares; 2025Q3: 4,031 shares; 2025Q4: 4,031 shares; 2026Q1: 4,031 shares; 2026Q2: 4,031 shares 4,031 $59K <0.01% 0 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; 2024Q3: 736 shares; 2024Q4: not reported; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 73 shares; 2025Q4: 74 shares; 2026Q1: 736 shares; 2026Q2: 736 shares 736 $59K <0.01% 0 Timeline VANGUARD WELLINGTON INV VANGUARD WELLINGTON INV More: the full row for VANGUARD WELLINGTON INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,253 shares 1,253 $59K <0.01% new OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $58.4K <0.01% 0 Timeline