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: 355,804 shares; 2024Q4: 357,783 shares; 2025Q1: 368,824 shares; 2025Q2: 388,544 shares; 2025Q3: 394,962 shares; 2025Q4: 352,810 shares; 2026Q1: 364,503 shares; 2026Q2: 379,249 shares 379,249 $140M 10.43% +14,746 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: 787,015 shares; 2024Q4: 825,634 shares; 2025Q1: 884,832 shares; 2025Q2: 940,028 shares; 2025Q3: 972,487 shares; 2025Q4: 870,639 shares; 2026Q1: 886,209 shares; 2026Q2: 921,792 shares 921,792 $77.2M 5.74% +35,583 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: 778,883 shares; 2024Q4: 2,310,867 shares; 2025Q1: 2,372,809 shares; 2025Q2: 2,492,890 shares; 2025Q3: 2,556,496 shares; 2025Q4: 2,276,685 shares; 2026Q1: 2,351,837 shares; 2026Q2: 2,448,108 shares 2,448,108 $72M 5.35% +96,271 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: 547,215 shares; 2024Q4: 539,800 shares; 2025Q1: 558,637 shares; 2025Q2: 582,911 shares; 2025Q3: 603,101 shares; 2025Q4: 489,537 shares; 2026Q1: 495,469 shares; 2026Q2: 508,963 shares 508,963 $39.2M 2.92% +13,494 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: 392,565 shares; 2024Q4: 406,364 shares; 2025Q1: 392,804 shares; 2025Q2: 399,281 shares; 2025Q3: 451,957 shares; 2025Q4: 411,808 shares; 2026Q1: 431,128 shares; 2026Q2: 457,391 shares 457,391 $33.6M 2.49% +26,263 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: 635,004 shares; 2024Q4: 630,394 shares; 2025Q1: 641,761 shares; 2025Q2: 648,331 shares; 2025Q3: 649,506 shares; 2025Q4: 520,506 shares; 2026Q1: 580,167 shares; 2026Q2: 609,297 shares 609,297 $31.9M 2.37% +29,130 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: 81,437 shares; 2024Q4: 81,739 shares; 2025Q1: 83,628 shares; 2025Q2: 87,617 shares; 2025Q3: 87,007 shares; 2025Q4: 152,482 shares; 2026Q1: 155,960 shares; 2026Q2: 157,010 shares 157,010 $29.9M 2.22% +1,050 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: not reported; 2024Q4: 112,169 shares; 2025Q1: 118,452 shares; 2025Q2: 126,628 shares; 2025Q3: 134,652 shares; 2025Q4: 122,016 shares; 2026Q1: 124,703 shares; 2026Q2: 130,436 shares 130,436 $24.2M 1.8% +5,733 Timeline PDP 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: 344,681 shares; 2024Q4: 337,250 shares; 2025Q1: 328,030 shares; 2025Q2: 311,658 shares; 2025Q3: 307,398 shares; 2025Q4: 205,401 shares; 2026Q1: 108,116 shares; 2026Q2: 129,102 shares 129,102 $19.6M 1.46% +20,986 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: 44,709 shares; 2024Q4: 43,633 shares; 2025Q1: 33,292 shares; 2025Q2: 33,511 shares; 2025Q3: 34,176 shares; 2025Q4: 22,850 shares; 2026Q1: 23,617 shares; 2026Q2: 23,995 shares 23,995 $17.9M 1.33% +378 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: 475,857 shares; 2024Q4: 477,352 shares; 2025Q1: 465,589 shares; 2025Q2: 450,761 shares; 2025Q3: 455,085 shares; 2025Q4: 308,174 shares; 2026Q1: 180,524 shares; 2026Q2: 228,650 shares 228,650 $17.1M 1.27% +48,126 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: 83,136 shares; 2024Q4: 85,117 shares; 2025Q1: 85,906 shares; 2025Q2: 89,526 shares; 2025Q3: 69,188 shares; 2025Q4: 49,169 shares; 2026Q1: 49,768 shares; 2026Q2: 51,385 shares 51,385 $16.8M 1.25% +1,617 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: 346,637 shares; 2024Q4: 347,533 shares; 2025Q1: 350,559 shares; 2025Q2: 346,452 shares; 2025Q3: 339,856 shares; 2025Q4: 239,383 shares; 2026Q1: 232,875 shares; 2026Q2: 231,783 shares 231,783 $16.5M 1.23% -1,092 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: 186,591 shares; 2024Q4: 192,311 shares; 2025Q1: 187,043 shares; 2025Q2: 190,063 shares; 2025Q3: 209,149 shares; 2025Q4: 190,950 shares; 2026Q1: 200,015 shares; 2026Q2: 212,430 shares 212,430 $16.3M 1.21% +12,415 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: 152,980 shares; 2024Q4: 147,385 shares; 2025Q1: 151,193 shares; 2025Q2: 154,560 shares; 2025Q3: 150,720 shares; 2025Q4: 109,011 shares; 2026Q1: 106,809 shares; 2026Q2: 106,366 shares 106,366 $15.8M 1.17% -443 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: 54,206 shares; 2024Q4: 61,476 shares; 2025Q1: 70,039 shares; 2025Q2: 77,075 shares; 2025Q3: 81,552 shares; 2025Q4: 59,710 shares; 2026Q1: 66,889 shares; 2026Q2: 72,308 shares 72,308 $14.5M 1.08% +5,419 Timeline FTXL 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: 228,609 shares; 2024Q4: 230,802 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,316 shares; 2026Q2: 50,719 shares 50,719 $14.5M 1.07% -597 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: 60,499 shares; 2024Q4: 60,146 shares; 2025Q1: 60,394 shares; 2025Q2: 63,132 shares; 2025Q3: 65,333 shares; 2025Q4: 47,672 shares; 2026Q1: 47,318 shares; 2026Q2: 50,136 shares 50,136 $14.1M 1.05% +2,818 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 91 shares; 2025Q2: 272 shares; 2025Q3: not reported; 2025Q4: 26,021 shares; 2026Q1: 26,221 shares; 2026Q2: 27,086 shares 27,086 $13.1M 0.97% +865 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: 39,891 shares; 2024Q4: 46,192 shares; 2025Q1: 51,320 shares; 2025Q2: 53,968 shares; 2025Q3: 54,005 shares; 2025Q4: 38,032 shares; 2026Q1: 41,813 shares; 2026Q2: 45,187 shares 45,187 $13.1M 0.97% +3,374 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: 173,042 shares; 2024Q4: 171,599 shares; 2025Q1: 171,789 shares; 2025Q2: 170,550 shares; 2025Q3: 170,043 shares; 2025Q4: 135,623 shares; 2026Q1: 135,925 shares; 2026Q2: 137,904 shares 137,904 $13M 0.97% +1,979 Timeline JNK 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: 178,875 shares; 2024Q4: 179,844 shares; 2025Q1: 178,532 shares; 2025Q2: 183,457 shares; 2025Q3: 184,798 shares; 2025Q4: 130,687 shares; 2026Q1: 127,591 shares; 2026Q2: 132,363 shares 132,363 $12.8M 0.95% +4,772 Timeline FBT 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: not reported; 2025Q4: not reported; 2026Q1: 40,885 shares; 2026Q2: 49,037 shares 49,037 $12.2M 0.9% +8,152 Timeline PIE 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: 182,962 shares; 2024Q4: 190,425 shares; 2025Q1: 172,242 shares; 2025Q2: 170,736 shares; 2025Q3: 183,463 shares; 2025Q4: 116,778 shares; 2026Q1: 373,168 shares; 2026Q2: 361,283 shares 361,283 $12.1M 0.9% -11,885 Timeline SPYG 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: 162,191 shares; 2024Q4: 151,103 shares; 2025Q1: 151,245 shares; 2025Q2: 151,004 shares; 2025Q3: 146,563 shares; 2025Q4: 101,231 shares; 2026Q1: 99,555 shares; 2026Q2: 98,595 shares 98,595 $11.7M 0.87% -960 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,239 shares; 2024Q4: 71,830 shares; 2025Q1: 71,623 shares; 2025Q2: 73,463 shares; 2025Q3: 73,181 shares; 2025Q4: 32,365 shares; 2026Q1: 26,155 shares; 2026Q2: 12,019 shares 12,019 $11.6M 0.86% -14,136 Timeline FTXR 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: not reported; 2025Q4: not reported; 2026Q1: 209,809 shares; 2026Q2: 249,056 shares 249,056 $11.4M 0.84% +39,247 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,095 shares; 2024Q4: 122,940 shares; 2025Q1: 122,269 shares; 2025Q2: 127,916 shares; 2025Q3: 127,037 shares; 2025Q4: 89,960 shares; 2026Q1: 88,882 shares; 2026Q2: 92,917 shares 92,917 $11.3M 0.84% +4,035 Timeline QTEC 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: 107,743 shares; 2024Q4: 108,236 shares; 2025Q1: 106,035 shares; 2025Q2: 101,341 shares; 2025Q3: 99,739 shares; 2025Q4: 66,164 shares; 2026Q1: 1,459 shares; 2026Q2: 31,849 shares 31,849 $10.7M 0.79% +30,390 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: 35,779 shares; 2024Q4: 36,388 shares; 2025Q1: 36,659 shares; 2025Q2: 38,054 shares; 2025Q3: 38,499 shares; 2025Q4: 27,013 shares; 2026Q1: 14,157 shares; 2026Q2: 14,869 shares 14,869 $10.6M 0.79% +712 Timeline PIZ 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: 108,736 shares; 2024Q4: 111,032 shares; 2025Q1: 98,617 shares; 2025Q2: 96,029 shares; 2025Q3: 100,197 shares; 2025Q4: 64,307 shares; 2026Q1: 187,285 shares; 2026Q2: 183,637 shares 183,637 $10.3M 0.76% -3,648 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: 313,642 shares; 2024Q4: 309,285 shares; 2025Q1: 5,318 shares; 2025Q2: 3,371 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 178,554 shares; 2026Q2: 189,074 shares 189,074 $10.1M 0.75% +10,520 Timeline MISL 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: not reported; 2025Q4: not reported; 2026Q1: 170,833 shares; 2026Q2: 218,964 shares 218,964 $10M 0.74% +48,131 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: 107,833 shares; 2024Q4: 108,729 shares; 2025Q1: 108,450 shares; 2025Q2: 113,057 shares; 2025Q3: 114,423 shares; 2025Q4: 81,852 shares; 2026Q1: 80,860 shares; 2026Q2: 85,136 shares 85,136 $10M 0.74% +4,276 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 64 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,668 shares 63,668 $10M 0.74% new 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: 233,128 shares; 2024Q4: 225,428 shares; 2025Q1: 229,476 shares; 2025Q2: 232,312 shares; 2025Q3: 230,011 shares; 2025Q4: 163,266 shares; 2026Q1: 161,386 shares; 2026Q2: 162,102 shares 162,102 $9.85M 0.73% +716 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: 1,065 shares; 2024Q4: 1,615 shares; 2025Q1: 4,322 shares; 2025Q2: 6,003 shares; 2025Q3: 8,740 shares; 2025Q4: 7,416 shares; 2026Q1: 23,491 shares; 2026Q2: 26,128 shares 26,128 $9.34M 0.69% +2,637 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: 159,451 shares; 2024Q4: 159,595 shares; 2025Q1: 159,385 shares; 2025Q2: 167,339 shares; 2025Q3: 168,379 shares; 2025Q4: 119,171 shares; 2026Q1: 119,098 shares; 2026Q2: 124,185 shares 124,185 $9.3M 0.69% +5,087 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: 126,589 shares; 2024Q4: 128,349 shares; 2025Q1: 126,003 shares; 2025Q2: 123,778 shares; 2025Q3: 134,400 shares; 2025Q4: 97,591 shares; 2026Q1: 92,343 shares; 2026Q2: 93,072 shares 93,072 $9.21M 0.68% +729 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: 33,956 shares; 2024Q4: 31,926 shares; 2025Q1: 32,077 shares; 2025Q2: 32,274 shares; 2025Q3: 31,362 shares; 2025Q4: 22,086 shares; 2026Q1: 21,777 shares; 2026Q2: 21,739 shares 21,739 $8.9M 0.66% -38 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: 107,549 shares; 2024Q4: 107,062 shares; 2025Q1: 106,664 shares; 2025Q2: 111,518 shares; 2025Q3: 111,438 shares; 2025Q4: 79,808 shares; 2026Q1: 78,607 shares; 2026Q2: 83,396 shares 83,396 $8.63M 0.64% +4,789 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,917 shares; 2024Q4: 136,862 shares; 2025Q1: 145,586 shares; 2025Q2: 154,169 shares; 2025Q3: 158,271 shares; 2025Q4: 140,648 shares; 2026Q1: 143,010 shares; 2026Q2: 147,941 shares 147,941 $8.53M 0.63% +4,931 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 92,521 shares; 2025Q1: 95,152 shares; 2025Q2: 98,357 shares; 2025Q3: 101,237 shares; 2025Q4: 69,911 shares; 2026Q1: 70,789 shares; 2026Q2: 74,126 shares 74,126 $8.52M 0.63% +3,337 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,851 shares; 2024Q4: 134,426 shares; 2025Q1: 140,845 shares; 2025Q2: 150,654 shares; 2025Q3: 157,827 shares; 2025Q4: 142,132 shares; 2026Q1: 146,150 shares; 2026Q2: 152,567 shares 152,567 $8.33M 0.62% +6,417 Timeline SPHY 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: 450,116 shares; 2024Q4: 445,232 shares; 2025Q1: 445,689 shares; 2025Q2: 446,262 shares; 2025Q3: 442,553 shares; 2025Q4: 347,017 shares; 2026Q1: 340,503 shares; 2026Q2: 345,738 shares 345,738 $8.1M 0.6% +5,235 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,671 shares; 2024Q4: 89,717 shares; 2025Q1: 89,015 shares; 2025Q2: 92,814 shares; 2025Q3: 92,028 shares; 2025Q4: 65,613 shares; 2026Q1: 64,152 shares; 2026Q2: 66,672 shares 66,672 $7.93M 0.59% +2,520 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,638 shares; 2024Q4: 187,851 shares; 2025Q1: 108,015 shares; 2025Q2: 112,831 shares; 2025Q3: 111,205 shares; 2025Q4: 78,831 shares; 2026Q1: 78,267 shares; 2026Q2: 81,641 shares 81,641 $7.3M 0.54% +3,374 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: 604 shares; 2024Q4: 26,982 shares; 2025Q1: 30,458 shares; 2025Q2: 33,284 shares; 2025Q3: 36,917 shares; 2025Q4: 25,624 shares; 2026Q1: 27,632 shares; 2026Q2: 30,581 shares 30,581 $7.29M 0.54% +2,949 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: 36,356 shares; 2024Q4: 36,440 shares; 2025Q1: 36,190 shares; 2025Q2: 37,757 shares; 2025Q3: 37,571 shares; 2025Q4: 26,694 shares; 2026Q1: 26,150 shares; 2026Q2: 27,560 shares 27,560 $7.18M 0.53% +1,410 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,918 shares; 2024Q4: 24,947 shares; 2025Q1: 25,037 shares; 2025Q2: 26,371 shares; 2025Q3: 26,371 shares; 2025Q4: 18,689 shares; 2026Q1: 18,516 shares; 2026Q2: 19,514 shares 19,514 $7.07M 0.53% +998 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: not reported; 2024Q4: not reported; 2025Q1: 376,705 shares; 2025Q2: 385,265 shares; 2025Q3: 403,568 shares; 2025Q4: 314,964 shares; 2026Q1: 113,115 shares; 2026Q2: 121,308 shares 121,308 $7.06M 0.52% +8,193 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,384 shares; 2024Q4: 134,283 shares; 2025Q1: 134,032 shares; 2025Q2: 141,141 shares; 2025Q3: 139,657 shares; 2025Q4: 99,192 shares; 2026Q1: 96,803 shares; 2026Q2: 102,439 shares 102,439 $7.03M 0.52% +5,636 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,705 shares; 2024Q4: 16,294 shares; 2025Q1: 18,825 shares; 2025Q2: 20,985 shares; 2025Q3: 23,287 shares; 2025Q4: 16,594 shares; 2026Q1: 17,391 shares; 2026Q2: 18,771 shares 18,771 $7M 0.52% +1,380 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,551 shares; 2024Q4: 118,266 shares; 2025Q1: 118,255 shares; 2025Q2: 124,948 shares; 2025Q3: 124,063 shares; 2025Q4: 88,468 shares; 2026Q1: 86,611 shares; 2026Q2: 90,885 shares 90,885 $6.95M 0.52% +4,274 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: 80,145 shares; 2024Q4: 79,926 shares; 2025Q1: 79,841 shares; 2025Q2: 82,456 shares; 2025Q3: 83,650 shares; 2025Q4: 60,797 shares; 2026Q1: 59,820 shares; 2026Q2: 63,247 shares 63,247 $6.83M 0.51% +3,427 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,808 shares; 2024Q4: 52,761 shares; 2025Q1: 36,540 shares; 2025Q2: 38,369 shares; 2025Q3: 37,610 shares; 2025Q4: 26,924 shares; 2026Q1: 26,863 shares; 2026Q2: 28,041 shares 28,041 $6.68M 0.5% +1,178 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: 62,582 shares; 2024Q4: 63,370 shares; 2025Q1: 63,299 shares; 2025Q2: 66,449 shares; 2025Q3: 66,039 shares; 2025Q4: 49,912 shares; 2026Q1: 49,454 shares; 2026Q2: 51,991 shares 51,991 $6.68M 0.5% +2,537 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 292 shares; 2025Q2: 324 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163,994 shares; 2026Q2: 171,674 shares 171,674 $6.58M 0.49% +7,680 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: 66,739 shares; 2024Q4: 66,388 shares; 2025Q1: 66,044 shares; 2025Q2: 69,322 shares; 2025Q3: 69,158 shares; 2025Q4: 49,047 shares; 2026Q1: 48,905 shares; 2026Q2: 51,461 shares 51,461 $6.51M 0.48% +2,556 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: 49,823 shares; 2024Q4: 50,037 shares; 2025Q1: 49,747 shares; 2025Q2: 52,111 shares; 2025Q3: 51,921 shares; 2025Q4: 36,805 shares; 2026Q1: 36,288 shares; 2026Q2: 38,405 shares 38,405 $6.49M 0.48% +2,117 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,214 shares; 2024Q4: 65,153 shares; 2025Q1: 65,306 shares; 2025Q2: 69,955 shares; 2025Q3: 70,200 shares; 2025Q4: 76,551 shares; 2026Q1: 79,356 shares; 2026Q2: 81,624 shares 81,624 $6.35M 0.47% +2,268 Timeline EWZ ISHARES INC More: the full row for ISHARES 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: 166,616 shares; 2026Q2: 181,076 shares 181,076 $6.25M 0.46% +14,460 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 100,144 shares; 2026Q1: 99,155 shares; 2026Q2: 103,888 shares 103,888 $6.25M 0.46% +4,733 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: not reported; 2024Q4: 11 shares; 2025Q1: 117 shares; 2025Q2: 215 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,134 shares 63,134 $6.21M 0.46% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,650 shares; 2025Q2: 120,523 shares; 2025Q3: 121,376 shares; 2025Q4: 86,362 shares; 2026Q1: 84,500 shares; 2026Q2: 88,272 shares 88,272 $6.15M 0.46% +3,772 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,975 shares; 2024Q4: 33,852 shares; 2025Q1: 33,959 shares; 2025Q2: 35,440 shares; 2025Q3: 35,302 shares; 2025Q4: 24,886 shares; 2026Q1: 24,580 shares; 2026Q2: 25,654 shares 25,654 $6.09M 0.45% +1,074 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: 153,788 shares; 2024Q4: 148,053 shares; 2025Q1: 150,291 shares; 2025Q2: 150,998 shares; 2025Q3: 147,399 shares; 2025Q4: 103,620 shares; 2026Q1: 102,023 shares; 2026Q2: 101,975 shares 101,975 $6.09M 0.45% -48 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,226 shares; 2024Q4: 84,760 shares; 2025Q1: 84,692 shares; 2025Q2: 88,654 shares; 2025Q3: 87,562 shares; 2025Q4: 61,847 shares; 2026Q1: 61,034 shares; 2026Q2: 63,610 shares 63,610 $5.99M 0.44% +2,576 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 67,262 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,538 shares 21,538 $5.95M 0.44% new Timeline EWY ISHARES INC More: the full row for ISHARES 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: 11,495 shares; 2026Q1: 30,490 shares; 2026Q2: 29,258 shares 29,258 $5.91M 0.44% -1,232 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,505 shares; 2024Q4: 61,506 shares; 2025Q1: 61,337 shares; 2025Q2: 75,500 shares; 2025Q3: 75,807 shares; 2025Q4: 53,701 shares; 2026Q1: 52,599 shares; 2026Q2: 55,150 shares 55,150 $5.84M 0.43% +2,551 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,534 shares; 2024Q4: 63,350 shares; 2025Q1: 63,448 shares; 2025Q2: 66,324 shares; 2025Q3: 66,955 shares; 2025Q4: 73,669 shares; 2026Q1: 76,369 shares; 2026Q2: 79,206 shares 79,206 $5.8M 0.43% +2,837 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,571 shares; 2024Q4: 57,302 shares; 2025Q1: 57,300 shares; 2025Q2: 97,621 shares; 2025Q3: 97,487 shares; 2025Q4: 69,484 shares; 2026Q1: 31,442 shares; 2026Q2: 32,834 shares 32,834 $5.72M 0.43% +1,392 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 93,406 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,207 shares; 2026Q2: 51,420 shares 51,420 $5.54M 0.41% +213 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,791 shares; 2024Q4: 54,636 shares; 2025Q1: 108,363 shares; 2025Q2: 113,858 shares; 2025Q3: 113,918 shares; 2025Q4: 81,452 shares; 2026Q1: 79,545 shares; 2026Q2: 83,271 shares 83,271 $5.52M 0.41% +3,726 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: 56,381 shares; 2024Q4: 55,931 shares; 2025Q1: 56,326 shares; 2025Q2: 59,027 shares; 2025Q3: 59,867 shares; 2025Q4: 43,082 shares; 2026Q1: 41,823 shares; 2026Q2: 43,664 shares 43,664 $5.52M 0.41% +1,841 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,971 shares; 2024Q4: 70,793 shares; 2025Q1: 70,986 shares; 2025Q2: 74,294 shares; 2025Q3: 73,337 shares; 2025Q4: 51,823 shares; 2026Q1: 98,481 shares; 2026Q2: 103,385 shares 103,385 $5.44M 0.4% +4,904 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: 31,684 shares; 2024Q4: 63,978 shares; 2025Q1: 64,059 shares; 2025Q2: 67,312 shares; 2025Q3: 70,410 shares; 2025Q4: 49,167 shares; 2026Q1: 48,197 shares; 2026Q2: 50,248 shares 50,248 $5.4M 0.4% +2,051 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: 1 shares; 2024Q4: 15 shares; 2025Q1: 24 shares; 2025Q2: 101 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,488 shares 7,488 $5.39M 0.4% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 58 shares; 2025Q1: 41,857 shares; 2025Q2: 80,429 shares; 2025Q3: 80,608 shares; 2025Q4: 57,363 shares; 2026Q1: 76,069 shares; 2026Q2: 79,743 shares 79,743 $5.34M 0.4% +3,674 Timeline EBND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 363,103 shares; 2025Q4: 266,466 shares; 2026Q1: 254,437 shares; 2026Q2: 254,050 shares 254,050 $5.31M 0.39% -387 Timeline VMBS 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: 101,013 shares; 2026Q1: 106,186 shares; 2026Q2: 112,708 shares 112,708 $5.28M 0.39% +6,522 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: 91,167 shares; 2024Q4: 91,338 shares; 2025Q1: 91,300 shares; 2025Q2: 95,819 shares; 2025Q3: 94,379 shares; 2025Q4: 67,033 shares; 2026Q1: 65,830 shares; 2026Q2: 68,463 shares 68,463 $5.19M 0.39% +2,633 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 186 shares; 2025Q2: 512 shares; 2025Q3: not reported; 2025Q4: 58,459 shares; 2026Q1: 85,622 shares; 2026Q2: 90,313 shares 90,313 $5.17M 0.38% +4,691 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: 58,816 shares; 2025Q1: 57,907 shares; 2025Q2: 59,597 shares; 2025Q3: 66,368 shares; 2025Q4: 60,995 shares; 2026Q1: 64,323 shares; 2026Q2: 68,692 shares 68,692 $5.17M 0.38% +4,369 Timeline BWX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224,315 shares; 2025Q4: 207,217 shares; 2026Q1: 218,975 shares; 2026Q2: 235,237 shares 235,237 $5.1M 0.38% +16,262 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,511 shares; 2024Q4: 170,934 shares; 2025Q1: 167,935 shares; 2025Q2: 165,459 shares; 2025Q3: 177,905 shares; 2025Q4: 128,999 shares; 2026Q1: 125,078 shares; 2026Q2: 125,902 shares 125,902 $5.07M 0.38% +824 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,066 shares; 2024Q4: 176,176 shares; 2025Q1: 176,592 shares; 2025Q2: 185,805 shares; 2025Q3: 184,295 shares; 2025Q4: 130,247 shares; 2026Q1: 127,320 shares; 2026Q2: 132,679 shares 132,679 $5.06M 0.38% +5,359 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 33,119 shares; 2025Q4: 13,152 shares; 2026Q1: 13,273 shares; 2026Q2: 13,733 shares 13,733 $5.01M 0.37% +460 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,079 shares; 2024Q4: 96,145 shares; 2025Q1: 95,669 shares; 2025Q2: 100,605 shares; 2025Q3: 101,223 shares; 2025Q4: 71,811 shares; 2026Q1: 69,941 shares; 2026Q2: 46,164 shares 46,164 $5M 0.37% -23,777 Timeline LASR NLIGHT INC More: the full row for NLIGHT 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: not reported; 2026Q2: 70,576 shares 70,576 $4.91M 0.37% new 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: 69,339 shares; 2024Q4: 67,995 shares; 2025Q1: 68,805 shares; 2025Q2: 68,759 shares; 2025Q3: 67,991 shares; 2025Q4: 47,911 shares; 2026Q1: 47,164 shares; 2026Q2: 47,280 shares 47,280 $4.91M 0.36% +116 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: 14,230 shares; 2024Q4: 14,988 shares; 2025Q1: 16,221 shares; 2025Q2: 16,812 shares; 2025Q3: 18,996 shares; 2025Q4: 9,505 shares; 2026Q1: 10,973 shares; 2026Q2: 12,643 shares 12,643 $4.78M 0.35% +1,670 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: 53,393 shares; 2024Q4: 53,088 shares; 2025Q1: 53,137 shares; 2025Q2: 55,462 shares; 2025Q3: 54,900 shares; 2025Q4: 39,084 shares; 2026Q1: 38,320 shares; 2026Q2: 39,873 shares 39,873 $4.53M 0.34% +1,553 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,282 shares; 2024Q4: 173,153 shares; 2025Q1: 173,248 shares; 2025Q2: 180,511 shares; 2025Q3: 178,360 shares; 2025Q4: 188,820 shares; 2026Q1: 185,374 shares; 2026Q2: 193,282 shares 193,282 $4.24M 0.32% +7,908 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,406 shares; 2024Q4: 42,768 shares; 2025Q1: 38,022 shares; 2025Q2: 36,846 shares; 2025Q3: 38,366 shares; 2025Q4: 24,149 shares; 2026Q1: 71,983 shares; 2026Q2: 70,509 shares 70,509 $4.18M 0.31% -1,474 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: 38 shares; 2024Q4: 11 shares; 2025Q1: 221 shares; 2025Q2: 195 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,741 shares 37,741 $4.14M 0.31% new 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: 38,643 shares; 2024Q4: 38,574 shares; 2025Q1: 38,689 shares; 2025Q2: 40,894 shares; 2025Q3: 41,179 shares; 2025Q4: 29,232 shares; 2026Q1: 28,777 shares; 2026Q2: 29,848 shares 29,848 $4.04M 0.3% +1,071 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: 18,722 shares; 2024Q4: 18,688 shares; 2025Q1: 18,751 shares; 2025Q2: 41,719 shares; 2025Q3: 41,644 shares; 2025Q4: 29,781 shares; 2026Q1: 29,335 shares; 2026Q2: 30,625 shares 30,625 $4M 0.3% +1,290 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,820 shares; 2024Q4: 274,619 shares; 2025Q1: 275,063 shares; 2025Q2: 286,851 shares; 2025Q3: 287,057 shares; 2025Q4: 203,373 shares; 2026Q1: 201,704 shares; 2026Q2: 212,377 shares 212,377 $3.97M 0.29% +10,673 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,718 shares; 2025Q1: 15,101 shares; 2025Q2: 15,027 shares; 2025Q3: 16,226 shares; 2025Q4: 9,870 shares; 2026Q1: 33,191 shares; 2026Q2: 32,532 shares 32,532 $3.93M 0.29% -659 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,550 shares; 2024Q4: 42,778 shares; 2025Q1: 43,672 shares; 2025Q2: 47,387 shares; 2025Q3: 48,840 shares; 2025Q4: 53,713 shares; 2026Q1: 56,017 shares; 2026Q2: 57,355 shares 57,355 $3.89M 0.29% +1,338 Timeline EPU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,079 shares; 2024Q4: 33,205 shares; 2025Q1: 29,470 shares; 2025Q2: 29,119 shares; 2025Q3: 32,419 shares; 2025Q4: 19,865 shares; 2026Q1: 46,655 shares; 2026Q2: 45,750 shares 45,750 $3.82M 0.28% -905 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,050 shares; 2024Q4: 35,868 shares; 2025Q1: 36,606 shares; 2025Q2: 39,444 shares; 2025Q3: 40,793 shares; 2025Q4: 45,249 shares; 2026Q1: 47,274 shares; 2026Q2: 48,657 shares 48,657 $3.69M 0.27% +1,383 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,040 shares; 2024Q4: 111,100 shares; 2025Q1: 110,714 shares; 2025Q2: 116,355 shares; 2025Q3: 116,201 shares; 2025Q4: 82,512 shares; 2026Q1: 80,709 shares; 2026Q2: 84,503 shares 84,503 $3.6M 0.27% +3,794 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,791 shares; 2024Q4: 65,729 shares; 2025Q1: 65,388 shares; 2025Q2: 68,393 shares; 2025Q3: 68,673 shares; 2025Q4: 48,897 shares; 2026Q1: 48,214 shares; 2026Q2: 50,073 shares 50,073 $3.58M 0.27% +1,859 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW 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: 200,045 shares; 2025Q4: 141,925 shares; 2026Q1: 139,107 shares; 2026Q2: 143,393 shares 143,393 $3.56M 0.26% +4,286 Timeline VWOB 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: 14,609 shares; 2024Q4: 15,195 shares; 2025Q1: 19,897 shares; 2025Q2: 25,441 shares; 2025Q3: 25,939 shares; 2025Q4: 23,855 shares; 2026Q1: 42,344 shares; 2026Q2: 52,375 shares 52,375 $3.52M 0.26% +10,031 Timeline 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: 16,360 shares; 2024Q4: 16,791 shares; 2025Q1: 21,504 shares; 2025Q2: 26,482 shares; 2025Q3: 27,190 shares; 2025Q4: 24,792 shares; 2026Q1: 30,050 shares; 2026Q2: 37,465 shares 37,465 $3.5M 0.26% +7,415 Timeline EWT ISHARES INC More: the full row for ISHARES 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: not reported; 2026Q2: 31,804 shares 31,804 $3.45M 0.26% new 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: 155,764 shares; 2024Q4: 154,655 shares; 2025Q1: 155,148 shares; 2025Q2: 161,980 shares; 2025Q3: 159,809 shares; 2025Q4: 138,637 shares; 2026Q1: 137,002 shares; 2026Q2: 142,215 shares 142,215 $3.42M 0.25% +5,213 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: 16,716 shares; 2024Q4: 17,622 shares; 2025Q1: 235 shares; 2025Q2: 416 shares; 2025Q3: 3,332 shares; 2025Q4: 3,165 shares; 2026Q1: 3,029 shares; 2026Q2: 3,133 shares 3,133 $3.34M 0.25% +104 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 16 shares; 2025Q2: 10,082 shares; 2025Q3: 10,159 shares; 2025Q4: 7,205 shares; 2026Q1: 7,166 shares; 2026Q2: 7,411 shares 7,411 $2.98M 0.22% +245 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: 51,326 shares; 2024Q4: 50,838 shares; 2025Q1: 47,308 shares; 2025Q2: 45,810 shares; 2025Q3: 45,741 shares; 2025Q4: 38,928 shares; 2026Q1: 38,031 shares; 2026Q2: 38,616 shares 38,616 $2.92M 0.22% +585 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: 0 shares; 2024Q4: 140 shares; 2025Q1: 1,447 shares; 2025Q2: 1,565 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111,832 shares; 2026Q2: 112,877 shares 112,877 $2.77M 0.21% +1,045 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,102 shares; 2024Q4: 23,184 shares; 2025Q1: 30,232 shares; 2025Q2: 37,174 shares; 2025Q3: 38,412 shares; 2025Q4: 35,512 shares; 2026Q1: 42,927 shares; 2026Q2: 52,982 shares 52,982 $2.31M 0.17% +10,055 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,412 shares; 2024Q4: 132,391 shares; 2025Q1: 129,782 shares; 2025Q2: 134,411 shares; 2025Q3: 150,077 shares; 2025Q4: 136,568 shares; 2026Q1: 140,471 shares; 2026Q2: 145,142 shares 145,142 $2.3M 0.17% +4,671 Timeline 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: 81,022 shares; 2024Q4: 83,747 shares; 2025Q1: 111,046 shares; 2025Q2: 142,689 shares; 2025Q3: 147,317 shares; 2025Q4: 136,571 shares; 2026Q1: 165,744 shares; 2026Q2: 209,997 shares 209,997 $2.28M 0.17% +44,253 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: 133 shares; 2024Q4: 224 shares; 2025Q1: 1,782 shares; 2025Q2: 2,151 shares; 2025Q3: 3,276 shares; 2025Q4: 13,289 shares; 2026Q1: 14,676 shares; 2026Q2: 16,556 shares 16,556 $2.26M 0.17% +1,880 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,589 shares; 2024Q4: 18,465 shares; 2025Q1: 18,020 shares; 2025Q2: 18,123 shares; 2025Q3: 19,557 shares; 2025Q4: 17,725 shares; 2026Q1: 18,533 shares; 2026Q2: 19,585 shares 19,585 $2.14M 0.16% +1,052 Timeline FXB INVESCO CURRENCYSHARES BRIT More: the full row for INVESCO CURRENCYSHARES BRIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,822 shares; 2025Q4: 14,496 shares; 2026Q1: 15,286 shares; 2026Q2: 16,492 shares 16,492 $2.11M 0.16% +1,206 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: 9,083 shares; 2024Q4: 9,382 shares; 2025Q1: 24,220 shares; 2025Q2: 28,950 shares; 2025Q3: 29,986 shares; 2025Q4: 28,777 shares; 2026Q1: 33,535 shares; 2026Q2: 41,122 shares 41,122 $2.08M 0.15% +7,587 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,597 shares; 2024Q4: 27,128 shares; 2025Q1: 27,450 shares; 2025Q2: 29,248 shares; 2025Q3: 29,937 shares; 2025Q4: 33,370 shares; 2026Q1: 34,809 shares; 2026Q2: 35,653 shares 35,653 $1.92M 0.14% +844 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,671 shares; 2024Q4: 13,938 shares; 2025Q1: 14,070 shares; 2025Q2: 15,097 shares; 2025Q3: 15,256 shares; 2025Q4: 16,881 shares; 2026Q1: 17,751 shares; 2026Q2: 18,289 shares 18,289 $1.75M 0.13% +538 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: 21,410 shares; 2024Q4: 21,956 shares; 2025Q1: 22,190 shares; 2025Q2: 24,158 shares; 2025Q3: 24,711 shares; 2025Q4: 27,914 shares; 2026Q1: 29,251 shares; 2026Q2: 30,457 shares 30,457 $1.72M 0.13% +1,206 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: 107 shares; 2024Q4: 215 shares; 2025Q1: 992 shares; 2025Q2: 410 shares; 2025Q3: not reported; 2025Q4: 26,420 shares; 2026Q1: 27,626 shares; 2026Q2: 31,569 shares 31,569 $1.65M 0.12% +3,943 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: not reported; 2024Q4: 39 shares; 2025Q1: 858 shares; 2025Q2: 1,085 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,831 shares 21,831 $1.62M 0.12% new 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: not reported; 2024Q4: 17 shares; 2025Q1: 122 shares; 2025Q2: 230 shares; 2025Q3: 265 shares; 2025Q4: 1,211 shares; 2026Q1: 1,270 shares; 2026Q2: 1,506 shares 1,506 $1.52M 0.11% +236 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: not reported; 2024Q4: 154 shares; 2025Q1: 412 shares; 2025Q2: 692 shares; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 1,075 shares; 2026Q2: 1,295 shares 1,295 $1.49M 0.11% +220 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 122 shares; 2025Q2: 79 shares; 2025Q3: 8,780 shares; 2025Q4: 7,255 shares; 2026Q1: 7,524 shares; 2026Q2: 8,512 shares 8,512 $1.48M 0.11% +988 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,705 shares; 2024Q4: 32,230 shares; 2025Q1: 31,925 shares; 2025Q2: 30,852 shares; 2025Q3: 34,242 shares; 2025Q4: 28,673 shares; 2026Q1: 29,723 shares; 2026Q2: 33,700 shares 33,700 $1.36M 0.1% +3,977 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS 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: not reported; 2026Q2: 79,503 shares 79,503 $1.31M 0.1% new 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: 103 shares; 2024Q4: 276 shares; 2025Q1: 917 shares; 2025Q2: 1,306 shares; 2025Q3: 2,154 shares; 2025Q4: 1,748 shares; 2026Q1: 2,044 shares; 2026Q2: 2,317 shares 2,317 $1.31M 0.1% +273 Timeline SMMU 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: 29,144 shares; 2024Q4: 27,742 shares; 2025Q1: 25,588 shares; 2025Q2: 26,172 shares; 2025Q3: 27,586 shares; 2025Q4: 24,237 shares; 2026Q1: 25,237 shares; 2026Q2: 25,786 shares 25,786 $1.3M 0.1% +549 Timeline JMST 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: 23,424 shares; 2024Q4: 22,286 shares; 2025Q1: 25,115 shares; 2025Q2: 25,545 shares; 2025Q3: 26,987 shares; 2025Q4: 23,773 shares; 2026Q1: 24,785 shares; 2026Q2: 25,378 shares 25,378 $1.29M 0.1% +593 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: 113 shares; 2024Q4: 167 shares; 2025Q1: 430 shares; 2025Q2: 1,219 shares; 2025Q3: 4,568 shares; 2025Q4: 5,940 shares; 2026Q1: 4,742 shares; 2026Q2: 4,894 shares 4,894 $1.25M 0.09% +152 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 247 shares; 2025Q2: 129 shares; 2025Q3: 27,891 shares; 2025Q4: 22,832 shares; 2026Q1: 23,930 shares; 2026Q2: 27,055 shares 27,055 $1.24M 0.09% +3,125 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: 92 shares; 2024Q4: 387 shares; 2025Q1: 954 shares; 2025Q2: 1,908 shares; 2025Q3: 4,617 shares; 2025Q4: 2,012 shares; 2026Q1: 2,488 shares; 2026Q2: 2,816 shares 2,816 $1.18M 0.09% +328 Timeline IBTH 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,080 shares 52,080 $1.17M 0.09% new Timeline IBTI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,397 shares 52,397 $1.16M 0.09% new 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: 126 shares; 2024Q4: 201 shares; 2025Q1: 429 shares; 2025Q2: 1,112 shares; 2025Q3: 1,300 shares; 2025Q4: 1,187 shares; 2026Q1: 1,580 shares; 2026Q2: 1,913 shares 1,913 $1.11M 0.08% +333 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: 20,450 shares; 2024Q4: 20,532 shares; 2025Q1: 20,997 shares; 2025Q2: 20,038 shares; 2025Q3: 22,524 shares; 2025Q4: 18,845 shares; 2026Q1: 19,397 shares; 2026Q2: 22,045 shares 22,045 $1.1M 0.08% +2,648 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 21,731 shares 21,731 $1.09M 0.08% new Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 10,302 shares; 2025Q4: 8,646 shares; 2026Q1: 8,944 shares; 2026Q2: 9,979 shares 9,979 $1.02M 0.08% +1,035 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: not reported; 2024Q4: 20 shares; 2025Q1: 247,635 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,993 shares 33,993 $1.02M 0.08% new 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: 5,248 shares; 2024Q4: 185 shares; 2025Q1: 350 shares; 2025Q2: 473 shares; 2025Q3: 856 shares; 2025Q4: 714 shares; 2026Q1: 694 shares; 2026Q2: 836 shares 836 $1M 0.07% +142 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: not reported; 2024Q4: 1,538 shares; 2025Q1: 1,538 shares; 2025Q2: 1,538 shares; 2025Q3: 1,499 shares; 2025Q4: 1,125 shares; 2026Q1: 1,113 shares; 2026Q2: 1,357 shares 1,357 $999K 0.07% +244 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: 120 shares; 2024Q4: 201 shares; 2025Q1: 773 shares; 2025Q2: 1,065 shares; 2025Q3: 1,612 shares; 2025Q4: 1,174 shares; 2026Q1: 1,577 shares; 2026Q2: 1,972 shares 1,972 $987K 0.07% +395 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF 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: 25,500 shares; 2026Q2: 25,500 shares 25,500 $984K 0.07% 0 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: 15,402 shares; 2024Q4: 15,782 shares; 2025Q1: 16,194 shares; 2025Q2: 17,817 shares; 2025Q3: 18,632 shares; 2025Q4: 20,718 shares; 2026Q1: 21,629 shares; 2026Q2: 22,140 shares 22,140 $901K 0.07% +511 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: 120 shares; 2024Q4: 3,780 shares; 2025Q1: 3,807 shares; 2025Q2: 3,807 shares; 2025Q3: 3,468 shares; 2025Q4: 2,173 shares; 2026Q1: 2,349 shares; 2026Q2: 2,466 shares 2,466 $871K 0.06% +117 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,808 shares; 2024Q4: 15,449 shares; 2025Q1: 15,237 shares; 2025Q2: 15,360 shares; 2025Q3: 16,242 shares; 2025Q4: 15,465 shares; 2026Q1: 16,297 shares; 2026Q2: 16,502 shares 16,502 $756K 0.06% +205 Timeline MINT 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: not reported; 2024Q4: 1,545 shares; 2025Q1: 95 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,418 shares 7,418 $748K 0.06% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 14,888 shares 14,888 $747K 0.06% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,794 shares; 2024Q4: 38,562 shares; 2025Q1: 38,800 shares; 2025Q2: 37,066 shares; 2025Q3: 41,230 shares; 2025Q4: 33,934 shares; 2026Q1: 34,944 shares; 2026Q2: 38,902 shares 38,902 $721K 0.05% +3,958 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: 2,586 shares; 2024Q4: 2,815 shares; 2025Q1: 3,727 shares; 2025Q2: 3,556 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,158 shares 5,158 $720K 0.05% new Timeline QSIG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,772 shares; 2024Q4: 10,339 shares; 2025Q1: 10,328 shares; 2025Q2: 10,679 shares; 2025Q3: 10,866 shares; 2025Q4: 13,660 shares; 2026Q1: 14,503 shares; 2026Q2: 14,768 shares 14,768 $714K 0.05% +265 Timeline VUSB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,452 shares 13,452 $670K 0.05% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 362 shares; 2025Q1: 31,058 shares; 2025Q2: 31,393 shares; 2025Q3: 35,590 shares; 2025Q4: 28,615 shares; 2026Q1: 32,069 shares; 2026Q2: 32,004 shares 32,004 $662K 0.05% -65 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: not reported; 2024Q4: 126 shares; 2025Q1: 2,537 shares; 2025Q2: 4,278 shares; 2025Q3: 4,554 shares; 2025Q4: 4,355 shares; 2026Q1: 4,491 shares; 2026Q2: 4,518 shares 4,518 $662K 0.05% +27 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: 235 shares; 2024Q4: 40 shares; 2025Q1: 209 shares; 2025Q2: 570 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 771 shares; 2026Q2: 915 shares 915 $662K 0.05% +144 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: 50,820 shares; 2024Q4: 51,702 shares; 2025Q1: 50,576 shares; 2025Q2: 51,799 shares; 2025Q3: 56,504 shares; 2025Q4: 5,804 shares; 2026Q1: 6,001 shares; 2026Q2: 6,116 shares 6,116 $658K 0.05% +115 Timeline SHYD 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: 27,160 shares; 2025Q2: 27,911 shares; 2025Q3: 31,536 shares; 2025Q4: 27,562 shares; 2026Q1: 28,077 shares; 2026Q2: 28,643 shares 28,643 $656K 0.05% +566 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,859 shares; 2024Q4: 12,293 shares; 2025Q1: 12,807 shares; 2025Q2: 13,149 shares; 2025Q3: 13,668 shares; 2025Q4: 12,045 shares; 2026Q1: 12,538 shares; 2026Q2: 12,769 shares 12,769 $656K 0.05% +231 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: 118 shares; 2024Q4: 290 shares; 2025Q1: 1,064 shares; 2025Q2: 1,611 shares; 2025Q3: 1,969 shares; 2025Q4: 1,818 shares; 2026Q1: 2,410 shares; 2026Q2: 2,578 shares 2,578 $655K 0.05% +168 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,533 shares; 2024Q4: 12,950 shares; 2025Q1: 13,072 shares; 2025Q2: 13,298 shares; 2025Q3: 13,762 shares; 2025Q4: 12,089 shares; 2026Q1: 12,595 shares; 2026Q2: 12,832 shares 12,832 $649K 0.05% +237 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: not reported; 2024Q4: 111 shares; 2025Q1: 649 shares; 2025Q2: 957 shares; 2025Q3: 1,058 shares; 2025Q4: 985 shares; 2026Q1: 1,035 shares; 2026Q2: 1,822 shares 1,822 $625K 0.05% +787 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: 8,777 shares; 2024Q4: 2,483 shares; 2025Q1: 2,371 shares; 2025Q2: 930 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,164 shares; 2026Q2: 1,430 shares 1,430 $620K 0.05% +266 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: 1 shares; 2024Q4: 531 shares; 2025Q1: 1,088 shares; 2025Q2: 1,726 shares; 2025Q3: 2,119 shares; 2025Q4: 1,605 shares; 2026Q1: 1,836 shares; 2026Q2: 2,358 shares 2,358 $593K 0.04% +522 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,296 shares; 2024Q4: 13,256 shares; 2025Q1: 13,231 shares; 2025Q2: 13,664 shares; 2025Q3: 14,482 shares; 2025Q4: 10,886 shares; 2026Q1: 11,498 shares; 2026Q2: 11,741 shares 11,741 $591K 0.04% +243 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: 165 shares; 2024Q4: 326 shares; 2025Q1: 230 shares; 2025Q2: 407 shares; 2025Q3: 729 shares; 2025Q4: not reported; 2026Q1: 1,074 shares; 2026Q2: 1,232 shares 1,232 $588K 0.04% +158 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: 804 shares; 2024Q4: 990 shares; 2025Q1: 1,878 shares; 2025Q2: 2,562 shares; 2025Q3: 3,810 shares; 2025Q4: 3,915 shares; 2026Q1: 5,045 shares; 2026Q2: 5,159 shares 5,159 $584K 0.04% +114 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,938 shares; 2025Q2: 23,574 shares; 2025Q3: 23,970 shares; 2025Q4: 22,473 shares; 2026Q1: 23,413 shares; 2026Q2: 23,991 shares 23,991 $584K 0.04% +578 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,463 shares; 2024Q4: 11,160 shares; 2025Q1: 11,336 shares; 2025Q2: 11,682 shares; 2025Q3: 12,548 shares; 2025Q4: 12,166 shares; 2026Q1: 12,750 shares; 2026Q2: 12,945 shares 12,945 $563K 0.04% +195 Timeline EMCB WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,991 shares; 2024Q4: 7,506 shares; 2025Q1: 7,342 shares; 2025Q2: 7,604 shares; 2025Q3: 8,165 shares; 2025Q4: 7,895 shares; 2026Q1: 8,289 shares; 2026Q2: 8,468 shares 8,468 $560K 0.04% +179 Timeline QIG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,570 shares; 2024Q4: 11,054 shares; 2025Q1: 11,122 shares; 2025Q2: 11,518 shares; 2025Q3: 12,081 shares; 2025Q4: 11,737 shares; 2026Q1: 12,303 shares; 2026Q2: 12,623 shares 12,623 $560K 0.04% +320 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: 10 shares; 2024Q4: 35 shares; 2025Q1: 159 shares; 2025Q2: 260 shares; 2025Q3: 288 shares; 2025Q4: not reported; 2026Q1: 484 shares; 2026Q2: 539 shares 539 $504K 0.04% +55 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: 388 shares; 2024Q4: 552 shares; 2025Q1: 681 shares; 2025Q2: 820 shares; 2025Q3: 934 shares; 2025Q4: 951 shares; 2026Q1: 1,059 shares; 2026Q2: 1,339 shares 1,339 $500K 0.04% +280 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 75 shares; 2025Q2: 103 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,636 shares 1,636 $494K 0.04% new 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: 874 shares; 2024Q4: 874 shares; 2025Q1: 674 shares; 2025Q2: 731 shares; 2025Q3: 731 shares; 2025Q4: 649 shares; 2026Q1: 649 shares; 2026Q2: 649 shares 649 $486K 0.04% 0 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: not reported; 2024Q4: 50 shares; 2025Q1: 259 shares; 2025Q2: 283 shares; 2025Q3: 676 shares; 2025Q4: 614 shares; 2026Q1: 797 shares; 2026Q2: 1,019 shares 1,019 $424K 0.03% +222 Timeline IYF 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,304 shares 3,304 $421K 0.03% new 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: 1,951 shares; 2024Q4: 350 shares; 2025Q1: 497 shares; 2025Q2: 606 shares; 2025Q3: 427 shares; 2025Q4: 566 shares; 2026Q1: 760 shares; 2026Q2: 800 shares 800 $415K 0.03% +40 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: 0 shares; 2024Q4: 174 shares; 2025Q1: 1,208 shares; 2025Q2: 2,101 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,817 shares; 2026Q2: 5,008 shares 5,008 $407K 0.03% +1,191 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 236 shares; 2025Q2: 441 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 625 shares 625 $399K 0.03% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174 shares 174 $396K 0.03% new 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: 11,744 shares; 2024Q4: 15,096 shares; 2025Q1: 15,096 shares; 2025Q2: 16,164 shares; 2025Q3: 16,146 shares; 2025Q4: 15,074 shares; 2026Q1: 14,273 shares; 2026Q2: 14,234 shares 14,234 $394K 0.03% -39 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: 105 shares; 2024Q4: 139 shares; 2025Q1: 150 shares; 2025Q2: 227 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302 shares; 2026Q2: 334 shares 334 $392K 0.03% +32 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: not reported; 2024Q4: 1,338 shares; 2025Q1: 2,605 shares; 2025Q2: 4,489 shares; 2025Q3: 5,907 shares; 2025Q4: 5,229 shares; 2026Q1: 5,228 shares; 2026Q2: 6,385 shares 6,385 $364K 0.03% +1,157 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: 34 shares; 2024Q4: 102 shares; 2025Q1: 287 shares; 2025Q2: 537 shares; 2025Q3: 930 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,001 shares 1,001 $353K 0.03% new 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: not reported; 2024Q4: 40 shares; 2025Q1: 330 shares; 2025Q2: 430 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,033 shares 1,033 $352K 0.03% new Timeline FDN 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: 100,418 shares; 2024Q4: 98,428 shares; 2025Q1: 94,806 shares; 2025Q2: 79,808 shares; 2025Q3: 78,736 shares; 2025Q4: 53,004 shares; 2026Q1: 1,468 shares; 2026Q2: 1,302 shares 1,302 $345K 0.03% -166 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: not reported; 2024Q4: 50 shares; 2025Q1: 325 shares; 2025Q2: 495 shares; 2025Q3: 642 shares; 2025Q4: 535 shares; 2026Q1: 652 shares; 2026Q2: 648 shares 648 $333K 0.02% -4 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: 134 shares; 2024Q4: 239 shares; 2025Q1: 805 shares; 2025Q2: 1,108 shares; 2025Q3: 1,644 shares; 2025Q4: 1,966 shares; 2026Q1: 2,178 shares; 2026Q2: 3,613 shares 3,613 $328K 0.02% +1,435 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,521 shares; 2025Q2: 12,870 shares; 2025Q3: 13,083 shares; 2025Q4: 12,210 shares; 2026Q1: 12,715 shares; 2026Q2: 12,961 shares 12,961 $326K 0.02% +246 Timeline MUNI 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: not reported; 2024Q4: not reported; 2025Q1: 5,912 shares; 2025Q2: 6,078 shares; 2025Q3: 6,502 shares; 2025Q4: 5,774 shares; 2026Q1: 6,015 shares; 2026Q2: 6,163 shares 6,163 $324K 0.02% +148 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: 200 shares; 2024Q4: 363 shares; 2025Q1: 451 shares; 2025Q2: 1,072 shares; 2025Q3: not reported; 2025Q4: 1,310 shares; 2026Q1: 1,347 shares; 2026Q2: 1,396 shares 1,396 $311K 0.02% +49 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: 66 shares; 2024Q4: 89 shares; 2025Q1: 264 shares; 2025Q2: 292 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,386 shares 1,386 $310K 0.02% new 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: 55 shares; 2024Q4: 67 shares; 2025Q1: 293 shares; 2025Q2: 528 shares; 2025Q3: 717 shares; 2025Q4: 1,056 shares; 2026Q1: 1,254 shares; 2026Q2: 1,112 shares 1,112 $301K 0.02% -142 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: 15 shares; 2024Q4: 155 shares; 2025Q1: 779 shares; 2025Q2: 1,036 shares; 2025Q3: 1,538 shares; 2025Q4: not reported; 2026Q1: 1,880 shares; 2026Q2: 2,027 shares 2,027 $297K 0.02% +147 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: not reported; 2024Q4: 45 shares; 2025Q1: 437 shares; 2025Q2: 958 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,421 shares 1,421 $297K 0.02% new 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: 134 shares; 2024Q4: 206 shares; 2025Q1: 600 shares; 2025Q2: 921 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,314 shares; 2026Q2: 1,642 shares 1,642 $297K 0.02% +328 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: 3,783 shares; 2024Q4: 3,821 shares; 2025Q1: 3,899 shares; 2025Q2: 4,221 shares; 2025Q3: 4,613 shares; 2025Q4: 4,366 shares; 2026Q1: 4,411 shares; 2026Q2: 1,012 shares 1,012 $294K 0.02% -3,399 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: not reported; 2024Q4: 60 shares; 2025Q1: 502 shares; 2025Q2: 1,126 shares; 2025Q3: 1,244 shares; 2025Q4: 1,149 shares; 2026Q1: 1,640 shares; 2026Q2: 1,532 shares 1,532 $291K 0.02% -108 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: not reported; 2024Q4: 51 shares; 2025Q1: 378 shares; 2025Q2: 578 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 941 shares 941 $280K 0.02% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166 shares; 2024Q4: 195 shares; 2025Q1: 331 shares; 2025Q2: 454 shares; 2025Q3: not reported; 2025Q4: 1,425 shares; 2026Q1: 1,444 shares; 2026Q2: 1,405 shares 1,405 $278K 0.02% -39 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: 75 shares; 2024Q4: 209 shares; 2025Q1: 813 shares; 2025Q2: 1,154 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,968 shares 1,968 $275K 0.02% new 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: not reported; 2024Q4: 104 shares; 2025Q1: 445 shares; 2025Q2: 797 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,545 shares 1,545 $272K 0.02% new 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: not reported; 2024Q4: 11 shares; 2025Q1: 24 shares; 2025Q2: 89 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136 shares 136 $271K 0.02% new Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 365 shares; 2025Q2: 2,659 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,034 shares 7,034 $268K 0.02% new 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: 16 shares; 2024Q4: 25 shares; 2025Q1: 71 shares; 2025Q2: 197 shares; 2025Q3: 224 shares; 2025Q4: 327 shares; 2026Q1: 281 shares; 2026Q2: 277 shares 277 $266K 0.02% -4 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: 8,055 shares; 2024Q4: 8,404 shares; 2025Q1: 8,948 shares; 2025Q2: 9,324 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,721 shares; 2026Q2: 1,729 shares 1,729 $262K 0.02% +8 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: not reported; 2024Q4: 32 shares; 2025Q1: 240 shares; 2025Q2: 325 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 628 shares 628 $249K 0.02% new 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: 166 shares; 2024Q4: 1,385 shares; 2025Q1: 2,061 shares; 2025Q2: 2,800 shares; 2025Q3: 2,867 shares; 2025Q4: 2,877 shares; 2026Q1: 2,841 shares; 2026Q2: 2,792 shares 2,792 $231K 0.02% -49 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: 0 shares; 2024Q4: 64 shares; 2025Q1: 521 shares; 2025Q2: 756 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,458 shares; 2026Q2: 1,363 shares 1,363 $226K 0.02% -95 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 111 shares; 2025Q2: 174 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 295 shares 295 $225K 0.02% new Timeline 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: 150 shares; 2024Q4: 134 shares; 2025Q1: 827 shares; 2025Q2: 1,426 shares; 2025Q3: 2,655 shares; 2025Q4: 2,143 shares; 2026Q1: 1,873 shares; 2026Q2: 1,848 shares 1,848 $216K 0.02% -25 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: not reported; 2024Q4: 43 shares; 2025Q1: 235 shares; 2025Q2: 443 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 992 shares 992 $215K 0.02% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 71 shares; 2025Q1: 308 shares; 2025Q2: 670 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,218 shares 1,218 $207K 0.02% new 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: not reported; 2024Q4: 18,282 shares; 2025Q1: 18,964 shares; 2025Q2: 19,921 shares; 2025Q3: 20,430 shares; 2025Q4: 13,787 shares; 2026Q1: not reported; 2026Q2: 605 shares 605 $205K 0.02% new 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: not reported; 2024Q4: 21 shares; 2025Q1: 113 shares; 2025Q2: 246 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 479 shares 479 $204K 0.02% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 1,418 shares; 2025Q2: 3,723 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,230 shares 10,230 $203K 0.02% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,133 shares; 2025Q2: 4,402 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,693 shares; 2026Q2: 13,878 shares 13,878 $122K 0.01% +185 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 283 shares; 2025Q1: 810 shares; 2025Q2: 4,319 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,070 shares 12,070 $116K 0.01% new Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 629 shares; 2025Q1: 1,187 shares; 2025Q2: 5,002 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,381 shares; 2026Q2: 12,481 shares 12,481 $48.6K <0.01% +2,100 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,792 shares; 2025Q1: 1,792 shares; 2025Q2: 4,134 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,945 shares; 2026Q2: 19,774 shares 19,774 $44.5K <0.01% +829 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,091 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $4.05K <0.01% 0 Timeline