AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,415 shares; 2024Q4: 42,965 shares; 2025Q1: 39,786 shares; 2025Q2: 41,816 shares; 2025Q3: 682,039 shares; 2025Q4: 758,319 shares; 2026Q1: 915,513 shares; 2026Q2: 871,502 shares 871,502 $86.3M 9.13% -44,011 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: 638,648 shares; 2024Q4: 1,587,656 shares; 2025Q1: 1,711,989 shares; 2025Q2: 1,874,331 shares; 2025Q3: 2,154,586 shares; 2025Q4: 2,585,925 shares; 2026Q1: 2,806,554 shares; 2026Q2: 3,037,490 shares 3,037,490 $84.1M 8.91% +230,936 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: 159,558 shares; 2024Q4: 204,450 shares; 2025Q1: 237,844 shares; 2025Q2: 253,213 shares; 2025Q3: 259,846 shares; 2025Q4: 276,495 shares; 2026Q1: 314,273 shares; 2026Q2: 345,705 shares 345,705 $75.3M 7.97% +31,432 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: 381,706 shares; 2024Q4: 425,246 shares; 2025Q1: 441,487 shares; 2025Q2: 475,148 shares; 2025Q3: 504,155 shares; 2025Q4: 538,799 shares; 2026Q1: 543,010 shares; 2026Q2: 631,032 shares 631,032 $75.1M 7.95% +88,022 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,141 shares; 2024Q4: 120,032 shares; 2025Q1: 149,902 shares; 2025Q2: 204,449 shares; 2025Q3: 438,325 shares; 2025Q4: 482,998 shares; 2026Q1: 590,328 shares; 2026Q2: 642,059 shares 642,059 $43.4M 4.59% +51,731 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: 104,877 shares; 2024Q4: 132,566 shares; 2025Q1: 145,048 shares; 2025Q2: 185,078 shares; 2025Q3: 199,917 shares; 2025Q4: 227,723 shares; 2026Q1: 167,808 shares; 2026Q2: 179,477 shares 179,477 $38.2M 4.04% +11,669 Timeline SPSM 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: 267,431 shares; 2024Q4: 300,881 shares; 2025Q1: 345,589 shares; 2025Q2: 431,350 shares; 2025Q3: 466,303 shares; 2025Q4: 489,940 shares; 2026Q1: 549,596 shares; 2026Q2: 583,514 shares 583,514 $33.7M 3.56% +33,918 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: 228,862 shares; 2024Q4: 239,405 shares; 2025Q1: 310,101 shares; 2025Q2: 322,816 shares; 2025Q3: 219,518 shares; 2025Q4: 233,532 shares; 2026Q1: 286,732 shares; 2026Q2: 267,498 shares 267,498 $28.4M 3% -19,234 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: 83,544 shares; 2024Q4: 79,053 shares; 2025Q1: 74,421 shares; 2025Q2: 71,252 shares; 2025Q3: 70,473 shares; 2025Q4: 70,579 shares; 2026Q1: 65,859 shares; 2026Q2: 72,668 shares 72,668 $25.7M 2.72% +6,809 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,538 shares; 2024Q4: 132,976 shares; 2025Q1: 139,398 shares; 2025Q2: 145,768 shares; 2025Q3: 154,040 shares; 2025Q4: 165,466 shares; 2026Q1: 174,534 shares; 2026Q2: 291,664 shares 291,664 $25.6M 2.71% +117,130 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: 143,029 shares; 2024Q4: 168,766 shares; 2025Q1: 183,334 shares; 2025Q2: 188,560 shares; 2025Q3: 194,831 shares; 2025Q4: 216,992 shares; 2026Q1: 162,507 shares; 2026Q2: 166,320 shares 166,320 $17M 1.8% +3,813 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: 33,085 shares; 2024Q4: 32,558 shares; 2025Q1: 29,345 shares; 2025Q2: 29,012 shares; 2025Q3: 25,931 shares; 2025Q4: 25,642 shares; 2026Q1: 23,832 shares; 2026Q2: 21,685 shares 21,685 $16.2M 1.72% -2,147 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: 40,420 shares; 2024Q4: 40,635 shares; 2025Q1: 39,922 shares; 2025Q2: 42,016 shares; 2025Q3: 44,340 shares; 2025Q4: 49,984 shares; 2026Q1: 50,397 shares; 2026Q2: 52,336 shares 52,336 $15.1M 1.6% +1,939 Timeline CSSD COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 571,991 shares; 2026Q2: 588,572 shares 588,572 $14.8M 1.57% +16,581 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: 62,619 shares; 2024Q4: 62,428 shares; 2025Q1: 65,169 shares; 2025Q2: 66,290 shares; 2025Q3: 65,697 shares; 2025Q4: 69,051 shares; 2026Q1: 70,633 shares; 2026Q2: 68,606 shares 68,606 $13.7M 1.45% -2,027 Timeline XC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,482 shares; 2024Q4: 3,540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,079 shares; 2025Q4: 6,768 shares; 2026Q1: 354,790 shares; 2026Q2: 382,488 shares 382,488 $12.1M 1.28% +27,698 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: 27,289 shares; 2024Q4: 27,828 shares; 2025Q1: 27,759 shares; 2025Q2: 28,068 shares; 2025Q3: 28,473 shares; 2025Q4: 29,953 shares; 2026Q1: 30,696 shares; 2026Q2: 31,877 shares 31,877 $11.9M 1.26% +1,181 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,014 shares; 2024Q4: 12,014 shares; 2025Q1: 12,014 shares; 2025Q2: 12,014 shares; 2025Q3: 18,021 shares; 2025Q4: 18,021 shares; 2026Q1: 18,021 shares; 2026Q2: 246,509 shares 246,509 $10.4M 1.1% +228,488 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: 28,468 shares; 2024Q4: 26,883 shares; 2025Q1: 23,278 shares; 2025Q2: 23,064 shares; 2025Q3: 22,126 shares; 2025Q4: 22,395 shares; 2026Q1: 25,289 shares; 2026Q2: 25,549 shares 25,549 $9.65M 1.02% +260 Timeline SCHC 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: 19,754 shares; 2024Q4: 24,883 shares; 2025Q1: 27,597 shares; 2025Q2: 29,170 shares; 2025Q3: 32,423 shares; 2025Q4: 36,389 shares; 2026Q1: 38,611 shares; 2026Q2: 189,176 shares 189,176 $9.1M 0.96% +150,565 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: 7,122 shares; 2024Q4: 7,413 shares; 2025Q1: 7,581 shares; 2025Q2: 7,609 shares; 2025Q3: 7,599 shares; 2025Q4: 7,526 shares; 2026Q1: 7,726 shares; 2026Q2: 7,683 shares 7,683 $8.18M 0.87% -43 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,677 shares; 2024Q4: 167,169 shares; 2025Q1: 171,986 shares; 2025Q2: 182,412 shares; 2025Q3: 181,729 shares; 2025Q4: 194,089 shares; 2026Q1: 191,704 shares; 2026Q2: 204,694 shares 204,694 $8.1M 0.86% +12,990 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: 21,083 shares; 2024Q4: 21,095 shares; 2025Q1: 20,301 shares; 2025Q2: 20,346 shares; 2025Q3: 20,096 shares; 2025Q4: 20,603 shares; 2026Q1: 21,204 shares; 2026Q2: 21,313 shares 21,313 $7.62M 0.81% +109 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: 21,795 shares; 2024Q4: 23,331 shares; 2025Q1: 25,817 shares; 2025Q2: 25,269 shares; 2025Q3: 27,702 shares; 2025Q4: 28,450 shares; 2026Q1: 30,292 shares; 2026Q2: 31,260 shares 31,260 $7.45M 0.79% +968 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: 229,531 shares; 2024Q4: 213,138 shares; 2025Q1: 237,594 shares; 2025Q2: 254,047 shares; 2025Q3: 230,287 shares; 2025Q4: 133,569 shares; 2026Q1: 157,238 shares; 2026Q2: 145,712 shares 145,712 $7.37M 0.78% -11,526 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: 5,220 shares; 2024Q4: 5,317 shares; 2025Q1: 5,357 shares; 2025Q2: 5,438 shares; 2025Q3: 5,206 shares; 2025Q4: 5,567 shares; 2026Q1: 5,700 shares; 2026Q2: 5,736 shares 5,736 $5.8M 0.61% +36 Timeline JPRE 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: 355 shares; 2024Q4: 36,729 shares; 2025Q1: 52,503 shares; 2025Q2: 64,447 shares; 2025Q3: 78,341 shares; 2025Q4: 90,369 shares; 2026Q1: 92,339 shares; 2026Q2: 107,800 shares 107,800 $5.62M 0.6% +15,461 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 533 shares; 2024Q4: 943 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,572 shares; 2025Q4: 135,996 shares; 2026Q1: 135,754 shares; 2026Q2: 124,656 shares 124,656 $5.62M 0.6% -11,098 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: 35,179 shares; 2024Q4: 35,916 shares; 2025Q1: 36,797 shares; 2025Q2: 35,733 shares; 2025Q3: 37,364 shares; 2025Q4: 31,122 shares; 2026Q1: 31,436 shares; 2026Q2: 31,744 shares 31,744 $5.6M 0.59% +308 Timeline RSPG 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: 53,593 shares; 2024Q4: 56,655 shares; 2025Q1: 56,514 shares; 2025Q2: 58,112 shares; 2025Q3: 55,294 shares; 2025Q4: 57,879 shares; 2026Q1: 56,008 shares; 2026Q2: 56,517 shares 56,517 $5.54M 0.59% +509 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: 18,482 shares; 2024Q4: 18,465 shares; 2025Q1: 18,864 shares; 2025Q2: 40,958 shares; 2025Q3: 40,985 shares; 2025Q4: 41,210 shares; 2026Q1: 38,243 shares; 2026Q2: 38,583 shares 38,583 $5.4M 0.57% +340 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: 19,088 shares; 2024Q4: 17,617 shares; 2025Q1: 17,602 shares; 2025Q2: 17,723 shares; 2025Q3: 18,231 shares; 2025Q4: 19,056 shares; 2026Q1: 19,598 shares; 2026Q2: 20,266 shares 20,266 $5.1M 0.54% +668 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: 45,044 shares; 2024Q4: 43,876 shares; 2025Q1: 41,119 shares; 2025Q2: 41,237 shares; 2025Q3: 41,752 shares; 2025Q4: 44,257 shares; 2026Q1: 44,131 shares; 2026Q2: 44,246 shares 44,246 $5.01M 0.53% +115 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: 16,960 shares; 2024Q4: 16,997 shares; 2025Q1: 17,572 shares; 2025Q2: 17,669 shares; 2025Q3: 18,520 shares; 2025Q4: 18,048 shares; 2026Q1: 18,908 shares; 2026Q2: 19,140 shares 19,140 $4.86M 0.51% +232 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: 276,762 shares; 2024Q4: 250,576 shares; 2025Q1: 267,038 shares; 2025Q2: 289,259 shares; 2025Q3: 282,386 shares; 2025Q4: 290,266 shares; 2026Q1: 294,534 shares; 2026Q2: 305,045 shares 305,045 $4.84M 0.51% +10,511 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: 15,040 shares; 2024Q4: 15,824 shares; 2025Q1: 26,134 shares; 2025Q2: 22,675 shares; 2025Q3: 28,822 shares; 2025Q4: 29,847 shares; 2026Q1: 29,961 shares; 2026Q2: 30,172 shares 30,172 $4.57M 0.48% +211 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,866 shares; 2024Q4: 24,283 shares; 2025Q1: 25,666 shares; 2025Q2: 25,566 shares; 2025Q3: 26,880 shares; 2025Q4: 29,569 shares; 2026Q1: 30,638 shares; 2026Q2: 31,033 shares 31,033 $4.53M 0.48% +395 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: 4,772 shares; 2024Q4: 4,889 shares; 2025Q1: 5,407 shares; 2025Q2: 5,885 shares; 2025Q3: 7,332 shares; 2025Q4: 7,634 shares; 2026Q1: 7,660 shares; 2026Q2: 7,863 shares 7,863 $4.43M 0.47% +203 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: 47,617 shares; 2024Q4: 48,984 shares; 2025Q1: 50,624 shares; 2025Q2: 49,806 shares; 2025Q3: 52,211 shares; 2025Q4: 55,928 shares; 2026Q1: 66,225 shares; 2026Q2: 69,612 shares 69,612 $4.38M 0.46% +3,387 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: 3,883 shares; 2024Q4: 4,379 shares; 2025Q1: 5,079 shares; 2025Q2: 5,356 shares; 2025Q3: 5,600 shares; 2025Q4: 5,745 shares; 2026Q1: 5,894 shares; 2026Q2: 6,118 shares 6,118 $4.36M 0.46% +224 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: 9,245 shares; 2024Q4: 8,900 shares; 2025Q1: 8,786 shares; 2025Q2: 8,414 shares; 2025Q3: 8,463 shares; 2025Q4: 8,182 shares; 2026Q1: 8,575 shares; 2026Q2: 8,250 shares 8,250 $4.13M 0.44% -325 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: 9,899 shares; 2024Q4: 10,455 shares; 2025Q1: 13,842 shares; 2025Q2: 13,297 shares; 2025Q3: 13,615 shares; 2025Q4: 13,860 shares; 2026Q1: 14,076 shares; 2026Q2: 14,288 shares 14,288 $4.02M 0.43% +212 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: 37,769 shares; 2024Q4: 38,409 shares; 2025Q1: 38,725 shares; 2025Q2: 40,030 shares; 2025Q3: 40,651 shares; 2025Q4: 43,715 shares; 2026Q1: 45,412 shares; 2026Q2: 46,885 shares 46,885 $3.87M 0.41% +1,473 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: 27,307 shares; 2024Q4: 27,841 shares; 2025Q1: 32,278 shares; 2025Q2: 32,726 shares; 2025Q3: 34,513 shares; 2025Q4: 35,554 shares; 2026Q1: 36,093 shares; 2026Q2: 32,952 shares 32,952 $3.87M 0.41% -3,141 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: 1,522 shares; 2024Q4: 1,972 shares; 2025Q1: 4,154 shares; 2025Q2: 3,803 shares; 2025Q3: 3,969 shares; 2025Q4: 4,009 shares; 2026Q1: 4,116 shares; 2026Q2: 3,929 shares 3,929 $3.84M 0.41% -187 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: 268 shares; 2024Q4: 388 shares; 2025Q1: 428 shares; 2025Q2: 449 shares; 2025Q3: 544 shares; 2025Q4: 6,420 shares; 2026Q1: 23,907 shares; 2026Q2: 52,326 shares 52,326 $3.74M 0.4% +28,419 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: 23,819 shares; 2024Q4: 22,544 shares; 2025Q1: 19,667 shares; 2025Q2: 18,649 shares; 2025Q3: 15,872 shares; 2025Q4: 17,178 shares; 2026Q1: 5,675 shares; 2026Q2: 26,115 shares 26,115 $3.24M 0.34% +20,440 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: 1,898 shares; 2024Q4: 1,957 shares; 2025Q1: 2,049 shares; 2025Q2: 2,120 shares; 2025Q3: 2,213 shares; 2025Q4: 2,217 shares; 2026Q1: 2,234 shares; 2026Q2: 2,342 shares 2,342 $3.19M 0.34% +108 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: 2,981 shares; 2024Q4: 3,217 shares; 2025Q1: 4,147 shares; 2025Q2: 4,512 shares; 2025Q3: 4,301 shares; 2025Q4: 4,739 shares; 2026Q1: 4,350 shares; 2026Q2: 4,204 shares 4,204 $3.14M 0.33% -146 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 28,644 shares; 2026Q1: 16,553 shares; 2026Q2: 16,428 shares 16,428 $3.12M 0.33% -125 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: 411 shares; 2024Q4: 412 shares; 2025Q1: 1,214 shares; 2025Q2: 24,893 shares; 2025Q3: 30,926 shares; 2025Q4: 32,440 shares; 2026Q1: 33,774 shares; 2026Q2: 33,089 shares 33,089 $3.05M 0.32% -685 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: 28,258 shares; 2024Q4: 28,517 shares; 2025Q1: 31,354 shares; 2025Q2: 30,454 shares; 2025Q3: 30,324 shares; 2025Q4: 30,258 shares; 2026Q1: 30,088 shares; 2026Q2: 31,795 shares 31,795 $3.03M 0.32% +1,707 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: 4,662 shares; 2024Q4: 5,004 shares; 2025Q1: 5,018 shares; 2025Q2: 18,382 shares; 2025Q3: 18,630 shares; 2025Q4: 30,358 shares; 2026Q1: 30,501 shares; 2026Q2: 41,716 shares 41,716 $3.01M 0.32% +11,215 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: 8,552 shares; 2024Q4: 8,439 shares; 2025Q1: 8,934 shares; 2025Q2: 8,757 shares; 2025Q3: 8,736 shares; 2025Q4: 8,343 shares; 2026Q1: 8,404 shares; 2026Q2: 9,101 shares 9,101 $2.98M 0.32% +697 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: 60,943 shares; 2024Q4: 122,814 shares; 2025Q1: 116,234 shares; 2025Q2: 151,220 shares; 2025Q3: 143,502 shares; 2025Q4: 130,853 shares; 2026Q1: 133,464 shares; 2026Q2: 128,446 shares 128,446 $2.97M 0.31% -5,018 Timeline MLPX 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: 7,642 shares; 2024Q4: 26,328 shares; 2025Q1: 27,638 shares; 2025Q2: 29,295 shares; 2025Q3: 31,048 shares; 2025Q4: 36,211 shares; 2026Q1: 37,314 shares; 2026Q2: 37,492 shares 37,492 $2.76M 0.29% +178 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: 28,047 shares; 2024Q4: 30,400 shares; 2025Q1: 33,333 shares; 2025Q2: 32,826 shares; 2025Q3: 33,537 shares; 2025Q4: 34,083 shares; 2026Q1: 34,145 shares; 2026Q2: 34,779 shares 34,779 $2.72M 0.29% +634 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: 2,032 shares; 2024Q4: 1,947 shares; 2025Q1: 1,882 shares; 2025Q2: 1,889 shares; 2025Q3: 1,957 shares; 2025Q4: 1,929 shares; 2026Q1: 2,061 shares; 2026Q2: 2,212 shares 2,212 $2.65M 0.28% +151 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,123 shares; 2024Q4: 4,166 shares; 2025Q1: 4,342 shares; 2025Q2: 4,387 shares; 2025Q3: 4,716 shares; 2025Q4: 4,790 shares; 2026Q1: 4,983 shares; 2026Q2: 5,101 shares 5,101 $2.53M 0.27% +118 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,405 shares; 2024Q4: 40,574 shares; 2025Q1: 42,891 shares; 2025Q2: 41,422 shares; 2025Q3: 43,348 shares; 2025Q4: 45,608 shares; 2026Q1: 43,748 shares; 2026Q2: 45,188 shares 45,188 $2.51M 0.27% +1,440 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: 25,876 shares; 2024Q4: 26,157 shares; 2025Q1: 35,640 shares; 2025Q2: 39,683 shares; 2025Q3: 37,774 shares; 2025Q4: 39,306 shares; 2026Q1: 41,654 shares; 2026Q2: 42,777 shares 42,777 $2.46M 0.26% +1,123 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,969 shares; 2024Q4: 5,992 shares; 2025Q1: 6,913 shares; 2025Q2: 6,049 shares; 2025Q3: 5,921 shares; 2025Q4: 5,808 shares; 2026Q1: 8,666 shares; 2026Q2: 8,259 shares 8,259 $2.46M 0.26% -407 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: 25,888 shares; 2024Q4: 24,755 shares; 2025Q1: 22,795 shares; 2025Q2: 20,105 shares; 2025Q3: 19,434 shares; 2025Q4: 18,093 shares; 2026Q1: 17,743 shares; 2026Q2: 17,672 shares 17,672 $2.42M 0.26% -71 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: 14,041 shares; 2024Q4: 16,866 shares; 2025Q1: 17,255 shares; 2025Q2: 13,050 shares; 2025Q3: 13,308 shares; 2025Q4: 14,304 shares; 2026Q1: 14,012 shares; 2026Q2: 12,581 shares 12,581 $2.32M 0.25% -1,431 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: 44,414 shares; 2024Q4: 44,781 shares; 2025Q1: 44,338 shares; 2025Q2: 36,543 shares; 2025Q3: 37,185 shares; 2025Q4: 42,267 shares; 2026Q1: 41,993 shares; 2026Q2: 40,772 shares 40,772 $2.32M 0.25% -1,221 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: 45,889 shares; 2024Q4: 43,067 shares; 2025Q1: 43,536 shares; 2025Q2: 41,570 shares; 2025Q3: 41,454 shares; 2025Q4: 33,880 shares; 2026Q1: 31,908 shares; 2026Q2: 31,765 shares 31,765 $2.26M 0.24% -143 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: 7,347 shares; 2024Q4: 7,022 shares; 2025Q1: 6,548 shares; 2025Q2: 6,645 shares; 2025Q3: 6,571 shares; 2025Q4: 6,711 shares; 2026Q1: 6,528 shares; 2026Q2: 6,134 shares 6,134 $2.26M 0.24% -394 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,433 shares; 2024Q4: 102,602 shares; 2025Q1: 105,500 shares; 2025Q2: 105,781 shares; 2025Q3: 107,274 shares; 2025Q4: 111,540 shares; 2026Q1: 113,448 shares; 2026Q2: 118,140 shares 118,140 $2.09M 0.22% +4,692 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: 17,885 shares; 2024Q4: 17,067 shares; 2025Q1: 15,323 shares; 2025Q2: 13,746 shares; 2025Q3: 12,646 shares; 2025Q4: 11,945 shares; 2026Q1: 11,738 shares; 2026Q2: 11,653 shares 11,653 $2.08M 0.22% -85 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: 1,237 shares; 2024Q4: 1,216 shares; 2025Q1: 12,638 shares; 2025Q2: 13,103 shares; 2025Q3: 20,300 shares; 2025Q4: 20,658 shares; 2026Q1: 20,729 shares; 2026Q2: 20,467 shares 20,467 $1.97M 0.21% -262 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: 26,683 shares; 2024Q4: 21,886 shares; 2025Q1: 7,201 shares; 2025Q2: 5,901 shares; 2025Q3: 4,187 shares; 2025Q4: 5,078 shares; 2026Q1: 5,460 shares; 2026Q2: 5,194 shares 5,194 $1.92M 0.2% -266 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: 4,094 shares; 2024Q4: 4,743 shares; 2025Q1: 4,967 shares; 2025Q2: 4,804 shares; 2025Q3: 4,492 shares; 2025Q4: 4,597 shares; 2026Q1: 4,452 shares; 2026Q2: 4,497 shares 4,497 $1.87M 0.2% +45 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: 4,869 shares; 2024Q4: 4,259 shares; 2025Q1: 3,349 shares; 2025Q2: 2,667 shares; 2025Q3: 2,666 shares; 2025Q4: 2,546 shares; 2026Q1: 3,050 shares; 2026Q2: 2,716 shares 2,716 $1.87M 0.2% -334 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,331 shares; 2024Q4: 10,654 shares; 2025Q1: 10,866 shares; 2025Q2: 11,143 shares; 2025Q3: 11,227 shares; 2025Q4: 11,715 shares; 2026Q1: 11,814 shares; 2026Q2: 12,117 shares 12,117 $1.84M 0.19% +303 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: 9,783 shares; 2024Q4: 9,807 shares; 2025Q1: 10,794 shares; 2025Q2: 12,354 shares; 2025Q3: 12,432 shares; 2025Q4: 12,521 shares; 2026Q1: 12,502 shares; 2026Q2: 13,538 shares 13,538 $1.83M 0.19% +1,036 Timeline DFAS 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: 117 shares; 2024Q4: 117 shares; 2025Q1: 81,285 shares; 2025Q2: 32,087 shares; 2025Q3: 28,960 shares; 2025Q4: 25,769 shares; 2026Q1: 24,477 shares; 2026Q2: 21,580 shares 21,580 $1.78M 0.19% -2,897 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: 1,309 shares; 2024Q4: 1,313 shares; 2025Q1: 1,350 shares; 2025Q2: 1,410 shares; 2025Q3: 1,517 shares; 2025Q4: 1,656 shares; 2026Q1: 1,896 shares; 2026Q2: 1,814 shares 1,814 $1.7M 0.18% -82 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,457 shares; 2024Q4: 49,820 shares; 2025Q1: 48,450 shares; 2025Q2: 48,240 shares; 2025Q3: 47,745 shares; 2025Q4: 44,976 shares; 2026Q1: 42,907 shares; 2026Q2: 41,961 shares 41,961 $1.68M 0.18% -946 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: 1,665 shares; 2024Q4: 1,697 shares; 2025Q1: 1,495 shares; 2025Q2: 1,583 shares; 2025Q3: 1,577 shares; 2025Q4: 5,361 shares; 2026Q1: 4,571 shares; 2026Q2: 4,472 shares 4,472 $1.53M 0.16% -99 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,647 shares; 2024Q4: 31,270 shares; 2025Q1: 38,260 shares; 2025Q2: 68,874 shares; 2025Q3: 89,475 shares; 2025Q4: 100,886 shares; 2026Q1: 110,634 shares; 2026Q2: 129,978 shares 129,978 $1.43M 0.15% +19,344 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,607 shares; 2024Q4: 86,762 shares; 2025Q1: 61,199 shares; 2025Q2: 58,305 shares; 2025Q3: 57,443 shares; 2025Q4: 52,483 shares; 2026Q1: 49,083 shares; 2026Q2: 47,708 shares 47,708 $1.35M 0.14% -1,375 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: 47,884 shares; 2024Q4: 47,224 shares; 2025Q1: 47,020 shares; 2025Q2: 45,744 shares; 2025Q3: 49,132 shares; 2025Q4: 30,831 shares; 2026Q1: 29,913 shares; 2026Q2: 26,827 shares 26,827 $1.32M 0.14% -3,086 Timeline SCHB 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: 11,959 shares; 2024Q4: 36,985 shares; 2025Q1: 37,566 shares; 2025Q2: 41,174 shares; 2025Q3: 44,438 shares; 2025Q4: 45,560 shares; 2026Q1: 43,780 shares; 2026Q2: 43,292 shares 43,292 $1.25M 0.13% -488 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: 5,995 shares; 2024Q4: 5,650 shares; 2025Q1: 3,104 shares; 2025Q2: 3,278 shares; 2025Q3: 4,986 shares; 2025Q4: 5,063 shares; 2026Q1: 4,684 shares; 2026Q2: 2,948 shares 2,948 $1.24M 0.13% -1,736 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: 9,792 shares; 2024Q4: 9,710 shares; 2025Q1: 9,029 shares; 2025Q2: 8,818 shares; 2025Q3: 8,688 shares; 2025Q4: 8,102 shares; 2026Q1: 8,482 shares; 2026Q2: 8,384 shares 8,384 $1.23M 0.13% -98 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,678 shares; 2024Q4: 2,304 shares; 2025Q1: 4,581 shares; 2025Q2: 4,487 shares; 2025Q3: 5,792 shares; 2025Q4: 7,741 shares; 2026Q1: 12,749 shares; 2026Q2: 8,803 shares 8,803 $1.2M 0.13% -3,946 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: 1,444 shares; 2024Q4: 1,613 shares; 2025Q1: 1,413 shares; 2025Q2: 1,638 shares; 2025Q3: 1,581 shares; 2025Q4: 1,529 shares; 2026Q1: 1,406 shares; 2026Q2: 1,614 shares 1,614 $1.17M 0.12% +208 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: 10,741 shares; 2024Q4: 10,978 shares; 2025Q1: 11,001 shares; 2025Q2: 11,001 shares; 2025Q3: 10,781 shares; 2025Q4: 10,758 shares; 2026Q1: 10,758 shares; 2026Q2: 10,446 shares 10,446 $1.12M 0.12% -312 Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,976 shares; 2024Q4: 135,433 shares; 2025Q1: 135,433 shares; 2025Q2: 130,383 shares; 2025Q3: 91,158 shares; 2025Q4: 88,965 shares; 2026Q1: 70,925 shares; 2026Q2: 111,650 shares 111,650 $1.08M 0.11% +40,725 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: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,597 shares; 2026Q1: 1,597 shares; 2026Q2: 1,595 shares 1,595 $1.02M 0.11% -2 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: 866 shares; 2024Q4: 799 shares; 2025Q1: 9,499 shares; 2025Q2: 10,328 shares; 2025Q3: 9,057 shares; 2025Q4: 10,871 shares; 2026Q1: 9,330 shares; 2026Q2: 9,314 shares 9,314 $1M 0.11% -16 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: 20,127 shares; 2024Q4: 39,347 shares; 2025Q1: 37,114 shares; 2025Q2: 33,341 shares; 2025Q3: 30,234 shares; 2025Q4: 28,434 shares; 2026Q1: 27,687 shares; 2026Q2: 27,470 shares 27,470 $992K 0.11% -217 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: 2,811 shares; 2024Q4: 2,609 shares; 2025Q1: 2,542 shares; 2025Q2: 2,648 shares; 2025Q3: 2,484 shares; 2025Q4: 2,335 shares; 2026Q1: 2,339 shares; 2026Q2: 2,694 shares 2,694 $975K 0.1% +355 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: 1,183 shares; 2024Q4: 1,262 shares; 2025Q1: 1,220 shares; 2025Q2: 1,379 shares; 2025Q3: 1,290 shares; 2025Q4: 1,417 shares; 2026Q1: 1,617 shares; 2026Q2: 1,833 shares 1,833 $941K 0.1% +216 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: 5,817 shares; 2024Q4: 6,241 shares; 2025Q1: 7,741 shares; 2025Q2: 7,741 shares; 2025Q3: 7,683 shares; 2025Q4: 7,683 shares; 2026Q1: 6,273 shares; 2026Q2: 6,273 shares 6,273 $918K 0.1% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,047 shares; 2024Q4: 10,357 shares; 2025Q1: 7,856 shares; 2025Q2: 17,206 shares; 2025Q3: 8,876 shares; 2025Q4: 13,113 shares; 2026Q1: 12,253 shares; 2026Q2: 12,057 shares 12,057 $918K 0.1% -196 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: 10,779 shares; 2024Q4: 29,901 shares; 2025Q1: 28,925 shares; 2025Q2: 30,071 shares; 2025Q3: 29,902 shares; 2025Q4: 29,826 shares; 2026Q1: 28,990 shares; 2026Q2: 27,204 shares 27,204 $863K 0.09% -1,786 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: 2,943 shares; 2024Q4: 2,873 shares; 2025Q1: 2,805 shares; 2025Q2: 2,790 shares; 2025Q3: 3,132 shares; 2025Q4: 3,011 shares; 2026Q1: 3,145 shares; 2026Q2: 3,181 shares 3,181 $860K 0.09% +36 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,000 shares; 2024Q4: 40,000 shares; 2025Q1: 44,000 shares; 2025Q2: 42,350 shares; 2025Q3: 42,350 shares; 2025Q4: 42,350 shares; 2026Q1: 42,350 shares; 2026Q2: 42,350 shares 42,350 $860K 0.09% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,976 shares; 2024Q4: 9,750 shares; 2025Q1: 9,365 shares; 2025Q2: 9,365 shares; 2025Q3: 9,100 shares; 2025Q4: 8,170 shares; 2026Q1: 7,890 shares; 2026Q2: 7,710 shares 7,710 $857K 0.09% -180 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,655 shares; 2025Q3: 11,400 shares; 2025Q4: 11,340 shares; 2026Q1: 13,320 shares; 2026Q2: 11,620 shares 11,620 $846K 0.09% -1,700 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: 1,529 shares; 2024Q4: 1,390 shares; 2025Q1: 1,321 shares; 2025Q2: 1,517 shares; 2025Q3: 1,503 shares; 2025Q4: 1,509 shares; 2026Q1: 1,194 shares; 2026Q2: 1,134 shares 1,134 $835K 0.09% -60 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: 7,195 shares; 2024Q4: 7,122 shares; 2025Q1: 7,122 shares; 2025Q2: 7,122 shares; 2025Q3: 7,382 shares; 2025Q4: 8,216 shares; 2026Q1: 7,933 shares; 2026Q2: 8,031 shares 8,031 $834K 0.09% +98 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: 5,190 shares; 2024Q4: 7,316 shares; 2025Q1: 5,850 shares; 2025Q2: 5,984 shares; 2025Q3: 6,159 shares; 2025Q4: 5,634 shares; 2026Q1: 5,488 shares; 2026Q2: 5,661 shares 5,661 $830K 0.09% +173 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: 7,750 shares; 2024Q4: 7,742 shares; 2025Q1: 7,582 shares; 2025Q2: 15,582 shares; 2025Q3: 15,582 shares; 2025Q4: 15,364 shares; 2026Q1: 14,364 shares; 2026Q2: 17,131 shares 17,131 $823K 0.09% +2,767 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: 5,938 shares; 2024Q4: 5,878 shares; 2025Q1: 5,533 shares; 2025Q2: 5,256 shares; 2025Q3: 5,025 shares; 2025Q4: 4,917 shares; 2026Q1: 4,731 shares; 2026Q2: 4,759 shares 4,759 $789K 0.08% +28 Timeline IGF 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: 8,292 shares; 2025Q2: 9,062 shares; 2025Q3: 9,479 shares; 2025Q4: 12,077 shares; 2026Q1: 11,660 shares; 2026Q2: 11,660 shares 11,660 $777K 0.08% 0 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,549 shares 5,549 $759K 0.08% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,631 shares; 2024Q4: 642 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 562 shares; 2026Q2: 1,847 shares 1,847 $756K 0.08% +1,285 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.08% 0 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: 2,326 shares; 2024Q4: 2,311 shares; 2025Q1: 2,301 shares; 2025Q2: 2,256 shares; 2025Q3: 2,186 shares; 2025Q4: 2,128 shares; 2026Q1: 2,131 shares; 2026Q2: 2,098 shares 2,098 $743K 0.08% -33 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: 23,885 shares; 2024Q4: 22,260 shares; 2025Q1: 21,634 shares; 2025Q2: 17,739 shares; 2025Q3: 13,828 shares; 2025Q4: 12,872 shares; 2026Q1: 11,438 shares; 2026Q2: 9,618 shares 9,618 $742K 0.08% -1,820 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $735K 0.08% 0 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: 4,119 shares; 2024Q4: 2,129 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,058 shares; 2026Q2: 5,237 shares 5,237 $731K 0.08% +179 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: 1,515 shares; 2024Q4: 1,536 shares; 2025Q1: 1,395 shares; 2025Q2: 1,388 shares; 2025Q3: 1,593 shares; 2025Q4: 2,346 shares; 2026Q1: 2,448 shares; 2026Q2: 2,048 shares 2,048 $722K 0.08% -400 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: 8,825 shares; 2024Q4: 26,601 shares; 2025Q1: 27,676 shares; 2025Q2: 28,846 shares; 2025Q3: 26,864 shares; 2025Q4: 26,464 shares; 2026Q1: 25,346 shares; 2026Q2: 23,585 shares 23,585 $694K 0.07% -1,761 Timeline DSI 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: 5,980 shares; 2026Q1: 5,921 shares; 2026Q2: 4,730 shares 4,730 $674K 0.07% -1,191 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: 100 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,033 shares; 2026Q2: 1,937 shares 1,937 $661K 0.07% -96 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: 1,423 shares; 2024Q4: 1,383 shares; 2025Q1: 1,268 shares; 2025Q2: 1,358 shares; 2025Q3: 1,510 shares; 2025Q4: 1,542 shares; 2026Q1: 1,792 shares; 2026Q2: 1,641 shares 1,641 $653K 0.07% -151 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: 17,007 shares; 2024Q4: 16,090 shares; 2025Q1: 15,034 shares; 2025Q2: 13,157 shares; 2025Q3: 12,757 shares; 2025Q4: 11,392 shares; 2026Q1: 9,487 shares; 2026Q2: 8,887 shares 8,887 $651K 0.07% -600 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: 1,116 shares; 2024Q4: 1,131 shares; 2025Q1: 1,241 shares; 2025Q2: 1,272 shares; 2025Q3: 1,705 shares; 2025Q4: 2,130 shares; 2026Q1: 2,017 shares; 2026Q2: 3,001 shares 3,001 $650K 0.07% +984 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: 7,840 shares; 2024Q4: 7,840 shares; 2025Q1: 7,840 shares; 2025Q2: 7,840 shares; 2025Q3: 7,840 shares; 2025Q4: 7,840 shares; 2026Q1: 7,840 shares; 2026Q2: 7,780 shares 7,780 $638K 0.07% -60 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: 5,827 shares; 2024Q4: 5,599 shares; 2025Q1: 5,359 shares; 2025Q2: 5,074 shares; 2025Q3: 4,779 shares; 2025Q4: 4,430 shares; 2026Q1: 4,320 shares; 2026Q2: 4,006 shares 4,006 $628K 0.07% -314 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,570 shares; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,404 shares; 2025Q4: 1,277 shares; 2026Q1: 1,132 shares; 2026Q2: 1,110 shares 1,110 $622K 0.07% -22 Timeline MCS MARCUS CORP DEL More: the full row for MARCUS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,175 shares; 2024Q4: 24,775 shares; 2025Q1: 28,475 shares; 2025Q2: 28,475 shares; 2025Q3: 34,825 shares; 2025Q4: 34,825 shares; 2026Q1: 26,275 shares; 2026Q2: 26,275 shares 26,275 $616K 0.07% 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: 8,919 shares; 2024Q4: 8,744 shares; 2025Q1: 8,744 shares; 2025Q2: 8,474 shares; 2025Q3: 8,439 shares; 2025Q4: 8,439 shares; 2026Q1: 8,029 shares; 2026Q2: 7,981 shares 7,981 $609K 0.06% -48 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,641 shares; 2024Q4: 22,600 shares; 2025Q1: 21,284 shares; 2025Q2: 21,462 shares; 2025Q3: 20,986 shares; 2025Q4: 20,875 shares; 2026Q1: 17,901 shares; 2026Q2: 17,951 shares 17,951 $607K 0.06% +50 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,272 shares; 2024Q4: 8,272 shares; 2025Q1: 8,272 shares; 2025Q2: 8,222 shares; 2025Q3: 7,600 shares; 2025Q4: 7,600 shares; 2026Q1: 7,500 shares; 2026Q2: 7,395 shares 7,395 $594K 0.06% -105 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: 160 shares; 2024Q4: 160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 540 shares; 2026Q1: 535 shares; 2026Q2: 811 shares 811 $584K 0.06% +276 Timeline CERY 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: 12,035 shares; 2025Q1: 11,785 shares; 2025Q2: 16,805 shares; 2025Q3: 17,760 shares; 2025Q4: 24,488 shares; 2026Q1: 24,463 shares; 2026Q2: 17,265 shares 17,265 $577K 0.06% -7,198 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,720 shares; 2024Q4: 3,570 shares; 2025Q1: not reported; 2025Q2: 3,570 shares; 2025Q3: 3,570 shares; 2025Q4: 3,370 shares; 2026Q1: 2,870 shares; 2026Q2: 2,870 shares 2,870 $566K 0.06% 0 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: 34,528 shares; 2024Q4: 33,569 shares; 2025Q1: 34,604 shares; 2025Q2: 33,582 shares; 2025Q3: 31,717 shares; 2025Q4: 30,670 shares; 2026Q1: 24,020 shares; 2026Q2: 23,471 shares 23,471 $565K 0.06% -549 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: 560 shares; 2024Q4: 1,182 shares; 2025Q1: not reported; 2025Q2: 3,622 shares; 2025Q3: 3,972 shares; 2025Q4: 4,033 shares; 2026Q1: 2,574 shares; 2026Q2: 964 shares 964 $560K 0.06% -1,610 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: 2,918 shares; 2024Q4: 2,918 shares; 2025Q1: 3,176 shares; 2025Q2: 3,176 shares; 2025Q3: 3,720 shares; 2025Q4: 3,720 shares; 2026Q1: 2,963 shares; 2026Q2: 2,963 shares 2,963 $557K 0.06% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,543 shares; 2024Q4: 1,475 shares; 2025Q1: 1,575 shares; 2025Q2: 1,885 shares; 2025Q3: 1,840 shares; 2025Q4: 1,680 shares; 2026Q1: 1,673 shares; 2026Q2: 1,673 shares 1,673 $553K 0.06% 0 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: 5,494 shares; 2024Q4: 5,346 shares; 2025Q1: 7,281 shares; 2025Q2: 6,145 shares; 2025Q3: 5,008 shares; 2025Q4: 7,089 shares; 2026Q1: 6,074 shares; 2026Q2: 5,515 shares 5,515 $533K 0.06% -559 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: 3,703 shares; 2024Q4: 3,578 shares; 2025Q1: 3,047 shares; 2025Q2: 2,988 shares; 2025Q3: 2,918 shares; 2025Q4: 5,309 shares; 2026Q1: 3,818 shares; 2026Q2: 3,798 shares 3,798 $522K 0.06% -20 Timeline MGK 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: 1,245 shares; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 1,198 shares; 2026Q1: 1,223 shares; 2026Q2: 5,807 shares 5,807 $510K 0.05% +4,584 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: 5,475 shares; 2024Q4: 5,505 shares; 2025Q1: 5,537 shares; 2025Q2: 5,602 shares; 2025Q3: 5,738 shares; 2025Q4: 6,096 shares; 2026Q1: 6,530 shares; 2026Q2: 5,597 shares 5,597 $508K 0.05% -933 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,522 shares; 2024Q4: 12,405 shares; 2025Q1: 16,120 shares; 2025Q2: 15,756 shares; 2025Q3: 16,383 shares; 2025Q4: 16,825 shares; 2026Q1: 14,649 shares; 2026Q2: 14,328 shares 14,328 $499K 0.05% -321 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: 3,350 shares; 2024Q4: 2,904 shares; 2025Q1: 3,985 shares; 2025Q2: 4,535 shares; 2025Q3: 4,425 shares; 2025Q4: 4,287 shares; 2026Q1: 4,387 shares; 2026Q2: 4,274 shares 4,274 $499K 0.05% -113 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: 1,103 shares; 2024Q4: 1,143 shares; 2025Q1: 1,469 shares; 2025Q2: 1,255 shares; 2025Q3: 1,044 shares; 2025Q4: 1,090 shares; 2026Q1: 1,706 shares; 2026Q2: 1,636 shares 1,636 $496K 0.05% -70 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,600 shares; 2024Q4: 37,040 shares; 2025Q1: 56,802 shares; 2025Q2: 54,177 shares; 2025Q3: 49,460 shares; 2025Q4: 55,190 shares; 2026Q1: 28,480 shares; 2026Q2: 24,980 shares 24,980 $495K 0.05% -3,500 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: 1,004 shares; 2024Q4: 1,042 shares; 2025Q1: 1,099 shares; 2025Q2: 1,198 shares; 2025Q3: 1,084 shares; 2025Q4: 1,098 shares; 2026Q1: 963 shares; 2026Q2: 1,309 shares 1,309 $491K 0.05% +346 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: 10,801 shares; 2024Q4: 9,911 shares; 2025Q1: 9,511 shares; 2025Q2: 10,091 shares; 2025Q3: 9,342 shares; 2025Q4: 9,258 shares; 2026Q1: 8,691 shares; 2026Q2: 8,198 shares 8,198 $489K 0.05% -493 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: 148 shares; 2024Q4: 148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: not reported; 2026Q1: 290 shares; 2026Q2: 413 shares 413 $485K 0.05% +123 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: 8,357 shares; 2024Q4: 8,357 shares; 2025Q1: 8,134 shares; 2025Q2: 8,624 shares; 2025Q3: 7,797 shares; 2025Q4: 7,869 shares; 2026Q1: 7,972 shares; 2026Q2: 7,800 shares 7,800 $471K 0.05% -172 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: 8,845 shares; 2024Q4: 8,626 shares; 2025Q1: 8,597 shares; 2025Q2: 8,528 shares; 2025Q3: 8,527 shares; 2025Q4: 8,445 shares; 2026Q1: 7,739 shares; 2026Q2: 7,740 shares 7,740 $471K 0.05% +1 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,475 shares; 2024Q4: 23,923 shares; 2025Q1: 25,414 shares; 2025Q2: 20,590 shares; 2025Q3: 20,575 shares; 2025Q4: 18,513 shares; 2026Q1: 17,229 shares; 2026Q2: 17,223 shares 17,223 $466K 0.05% -6 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: 285 shares; 2024Q4: 478 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,448 shares; 2026Q2: 5,335 shares 5,335 $460K 0.05% +3,887 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: 598 shares; 2024Q4: 598 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,373 shares; 2026Q2: 4,709 shares 4,709 $454K 0.05% +2,336 Timeline SPYD 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: 11,481 shares; 2024Q4: 10,672 shares; 2025Q1: 10,733 shares; 2025Q2: 10,933 shares; 2025Q3: 11,230 shares; 2025Q4: 9,620 shares; 2026Q1: 9,626 shares; 2026Q2: 9,482 shares 9,482 $452K 0.05% -144 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,486 shares; 2024Q4: 8,660 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,459 shares; 2025Q4: 1,483 shares; 2026Q1: 1,431 shares; 2026Q2: 1,492 shares 1,492 $437K 0.05% +61 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: 4,389 shares; 2024Q4: 3,256 shares; 2025Q1: 3,237 shares; 2025Q2: 3,237 shares; 2025Q3: 3,609 shares; 2025Q4: 3,709 shares; 2026Q1: 2,893 shares; 2026Q2: 2,899 shares 2,899 $430K 0.05% +6 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: 6,832 shares; 2024Q4: 6,782 shares; 2025Q1: 6,407 shares; 2025Q2: 6,507 shares; 2025Q3: 6,307 shares; 2025Q4: 9,219 shares; 2026Q1: 6,340 shares; 2026Q2: 6,225 shares 6,225 $426K 0.05% -115 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: 1,758 shares; 2024Q4: 1,767 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,778 shares; 2025Q4: 1,772 shares; 2026Q1: 1,747 shares; 2026Q2: 1,747 shares 1,747 $426K 0.05% 0 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: 1,893 shares; 2024Q4: 1,936 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,332 shares; 2025Q4: 5,595 shares; 2026Q1: 5,752 shares; 2026Q2: 7,504 shares 7,504 $424K 0.04% +1,752 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: 862 shares; 2024Q4: 733 shares; 2025Q1: not reported; 2025Q2: 971 shares; 2025Q3: 1,211 shares; 2025Q4: 1,061 shares; 2026Q1: 1,066 shares; 2026Q2: 1,117 shares 1,117 $417K 0.04% +51 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: 10,356 shares; 2024Q4: 4,757 shares; 2025Q1: 4,412 shares; 2025Q2: 4,385 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,673 shares 5,673 $416K 0.04% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,982 shares; 2024Q4: 4,972 shares; 2025Q1: 4,807 shares; 2025Q2: 4,807 shares; 2025Q3: 4,807 shares; 2025Q4: 4,451 shares; 2026Q1: 4,241 shares; 2026Q2: 3,545 shares 3,545 $414K 0.04% -696 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358 shares; 2024Q4: 358 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,971 shares 9,971 $412K 0.04% new 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: 5,630 shares; 2024Q4: 5,630 shares; 2025Q1: 5,630 shares; 2025Q2: 5,630 shares; 2025Q3: 5,630 shares; 2025Q4: 5,530 shares; 2026Q1: 5,530 shares; 2026Q2: 8,131 shares 8,131 $410K 0.04% +2,601 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: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: 457 shares; 2026Q1: not reported; 2026Q2: 533 shares 533 $407K 0.04% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,900 shares; 2025Q3: 3,420 shares; 2025Q4: 3,420 shares; 2026Q1: 3,020 shares; 2026Q2: 3,020 shares 3,020 $401K 0.04% 0 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: 581 shares; 2024Q4: 997 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,390 shares; 2025Q4: 1,352 shares; 2026Q1: not reported; 2026Q2: 2,426 shares 2,426 $397K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,753 shares; 2026Q2: 7,122 shares 7,122 $376K 0.04% -631 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: 317 shares; 2024Q4: 338 shares; 2025Q1: not reported; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 521 shares; 2026Q1: 518 shares; 2026Q2: 757 shares 757 $372K 0.04% +239 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 894 shares; 2024Q4: 894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,025 shares; 2026Q2: 1,499 shares 1,499 $369K 0.04% +474 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: 3,477 shares; 2024Q4: 3,564 shares; 2025Q1: 3,576 shares; 2025Q2: 3,877 shares; 2025Q3: 4,132 shares; 2025Q4: 4,289 shares; 2026Q1: 4,378 shares; 2026Q2: 4,391 shares 4,391 $368K 0.04% +13 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: 2,601 shares; 2024Q4: 2,496 shares; 2025Q1: 2,422 shares; 2025Q2: 2,371 shares; 2025Q3: 2,301 shares; 2025Q4: 2,249 shares; 2026Q1: 1,944 shares; 2026Q2: 2,905 shares 2,905 $361K 0.04% +961 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: 31,617 shares; 2024Q4: 33,426 shares; 2025Q1: 26,436 shares; 2025Q2: 26,567 shares; 2025Q3: 5,159 shares; 2025Q4: 5,145 shares; 2026Q1: 4,988 shares; 2026Q2: 3,817 shares 3,817 $361K 0.04% -1,171 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,862 shares; 2025Q1: 17,862 shares; 2025Q2: 17,862 shares; 2025Q3: 17,862 shares; 2025Q4: 17,862 shares; 2026Q1: 17,862 shares; 2026Q2: 17,417 shares 17,417 $355K 0.04% -445 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: 551 shares; 2024Q4: 565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,016 shares; 2026Q1: 1,489 shares; 2026Q2: 1,574 shares 1,574 $351K 0.04% +85 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 3,466 shares 3,466 $348K 0.04% new Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,316 shares; 2024Q4: 4,116 shares; 2025Q1: 4,016 shares; 2025Q2: 3,836 shares; 2025Q3: 3,661 shares; 2025Q4: 3,661 shares; 2026Q1: 2,835 shares; 2026Q2: 2,835 shares 2,835 $338K 0.04% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,104 shares; 2024Q4: 1,854 shares; 2025Q1: not reported; 2025Q2: 1,501 shares; 2025Q3: 1,455 shares; 2025Q4: not reported; 2026Q1: 1,316 shares; 2026Q2: 1,413 shares 1,413 $337K 0.04% +97 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: 5,078 shares; 2024Q4: 6,528 shares; 2025Q1: 6,554 shares; 2025Q2: 6,669 shares; 2025Q3: 6,191 shares; 2025Q4: 6,309 shares; 2026Q1: 6,309 shares; 2026Q2: 6,406 shares 6,406 $336K 0.04% +97 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,211 shares; 2024Q4: 6,212 shares; 2025Q1: 6,213 shares; 2025Q2: 5,715 shares; 2025Q3: 5,716 shares; 2025Q4: 5,717 shares; 2026Q1: 6,661 shares; 2026Q2: 6,657 shares 6,657 $335K 0.04% -4 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 945 shares; 2024Q4: 945 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 945 shares; 2026Q2: 945 shares 945 $331K 0.04% 0 Timeline VHT 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: 5 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,095 shares 1,095 $328K 0.03% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651 shares; 2024Q4: 651 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,090 shares; 2026Q2: 1,054 shares 1,054 $317K 0.03% -36 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,478 shares; 2024Q4: 11,596 shares; 2025Q1: 11,713 shares; 2025Q2: 10,669 shares; 2025Q3: 10,134 shares; 2025Q4: not reported; 2026Q1: 10,744 shares; 2026Q2: 18,250 shares 18,250 $317K 0.03% +7,506 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: 1,654 shares; 2024Q4: 1,588 shares; 2025Q1: 1,796 shares; 2025Q2: 1,762 shares; 2025Q3: 1,739 shares; 2025Q4: 1,744 shares; 2026Q1: 1,744 shares; 2026Q2: 1,744 shares 1,744 $316K 0.03% 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: 3,710 shares; 2024Q4: 3,710 shares; 2025Q1: 3,710 shares; 2025Q2: 3,610 shares; 2025Q3: 3,610 shares; 2025Q4: 3,410 shares; 2026Q1: 3,410 shares; 2026Q2: 3,410 shares 3,410 $313K 0.03% 0 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: 1,272 shares; 2024Q4: 1,272 shares; 2025Q1: 1,321 shares; 2025Q2: 1,442 shares; 2025Q3: 1,608 shares; 2025Q4: 1,609 shares; 2026Q1: 1,631 shares; 2026Q2: 1,835 shares 1,835 $312K 0.03% +204 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,929 shares; 2024Q4: 1,826 shares; 2025Q1: 1,796 shares; 2025Q2: 1,954 shares; 2025Q3: 1,817 shares; 2025Q4: 1,689 shares; 2026Q1: 1,521 shares; 2026Q2: 1,400 shares 1,400 $306K 0.03% -121 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 3,992 shares; 2026Q1: 3,908 shares; 2026Q2: 3,908 shares 3,908 $304K 0.03% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645 shares; 2024Q4: 642 shares; 2025Q1: 552 shares; 2025Q2: 548 shares; 2025Q3: 538 shares; 2025Q4: 547 shares; 2026Q1: 690 shares; 2026Q2: 670 shares 670 $302K 0.03% -20 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,218 shares; 2025Q4: 1,218 shares; 2026Q1: 1,218 shares; 2026Q2: 1,215 shares 1,215 $298K 0.03% -3 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,617 shares; 2024Q4: 1,610 shares; 2025Q1: 1,207 shares; 2025Q2: 1,360 shares; 2025Q3: 1,348 shares; 2025Q4: 1,043 shares; 2026Q1: 1,148 shares; 2026Q2: 1,141 shares 1,141 $294K 0.03% -7 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: 4,633 shares; 2024Q4: 4,583 shares; 2025Q1: 3,982 shares; 2025Q2: 3,137 shares; 2025Q3: 3,138 shares; 2025Q4: 3,148 shares; 2026Q1: 3,302 shares; 2026Q2: 3,179 shares 3,179 $293K 0.03% -123 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: 9,060 shares; 2024Q4: 8,133 shares; 2025Q1: 7,047 shares; 2025Q2: 7,035 shares; 2025Q3: 6,497 shares; 2025Q4: 7,071 shares; 2026Q1: 5,490 shares; 2026Q2: 5,485 shares 5,485 $293K 0.03% -5 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: 2,787 shares; 2024Q4: 2,365 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,279 shares 2,279 $293K 0.03% new 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: 911 shares; 2024Q4: 611 shares; 2025Q1: 587 shares; 2025Q2: 564 shares; 2025Q3: 553 shares; 2025Q4: 558 shares; 2026Q1: 534 shares; 2026Q2: 582 shares 582 $292K 0.03% +48 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,926 shares; 2024Q4: 1,887 shares; 2025Q1: 1,944 shares; 2025Q2: 1,996 shares; 2025Q3: 2,031 shares; 2025Q4: 4,139 shares; 2026Q1: 4,743 shares; 2026Q2: 1,104 shares 1,104 $288K 0.03% -3,639 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: 1,170 shares; 2024Q4: 1,131 shares; 2025Q1: 1,069 shares; 2025Q2: 1,094 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 1,045 shares; 2026Q2: 1,041 shares 1,041 $283K 0.03% -4 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: 243 shares; 2024Q4: 258 shares; 2025Q1: 261 shares; 2025Q2: 320 shares; 2025Q3: 279 shares; 2025Q4: 244 shares; 2026Q1: 236 shares; 2026Q2: 212 shares 212 $282K 0.03% -24 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: 4,705 shares; 2024Q4: 4,705 shares; 2025Q1: 4,455 shares; 2025Q2: 4,525 shares; 2025Q3: 4,526 shares; 2025Q4: 4,526 shares; 2026Q1: 4,527 shares; 2026Q2: 3,405 shares 3,405 $278K 0.03% -1,122 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: 74,260 shares; 2024Q4: 73,411 shares; 2025Q1: 17,875 shares; 2025Q2: 17,540 shares; 2025Q3: 15,593 shares; 2025Q4: 15,393 shares; 2026Q1: 12,672 shares; 2026Q2: 13,284 shares 13,284 $275K 0.03% +612 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 865 shares; 2024Q4: 988 shares; 2025Q1: 1,078 shares; 2025Q2: 1,144 shares; 2025Q3: 1,148 shares; 2025Q4: 1,044 shares; 2026Q1: 1,056 shares; 2026Q2: 972 shares 972 $273K 0.03% -84 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: 750 shares; 2024Q4: 750 shares; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 786 shares; 2026Q1: 788 shares; 2026Q2: 788 shares 788 $271K 0.03% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,855 shares; 2024Q4: 7,887 shares; 2025Q1: 8,924 shares; 2025Q2: 9,599 shares; 2025Q3: 12,630 shares; 2025Q4: 13,414 shares; 2026Q1: 13,612 shares; 2026Q2: 8,089 shares 8,089 $269K 0.03% -5,523 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: 1,047 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares; 2026Q1: not reported; 2026Q2: 1,267 shares 1,267 $265K 0.03% new 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: 877 shares; 2024Q4: 877 shares; 2025Q1: 777 shares; 2025Q2: 777 shares; 2025Q3: 777 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $264K 0.03% 0 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: 357 shares; 2024Q4: 357 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,034 shares 1,034 $264K 0.03% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,016 shares; 2024Q4: 2,016 shares; 2025Q1: 1,807 shares; 2025Q2: 1,807 shares; 2025Q3: 1,602 shares; 2025Q4: 1,602 shares; 2026Q1: 1,602 shares; 2026Q2: 1,602 shares 1,602 $264K 0.03% 0 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: 489 shares; 2024Q4: 446 shares; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 475 shares; 2025Q4: 428 shares; 2026Q1: 593 shares; 2026Q2: 494 shares 494 $260K 0.03% -99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,069 shares; 2025Q4: 1,469 shares; 2026Q1: 1,469 shares; 2026Q2: 1,469 shares 1,469 $258K 0.03% 0 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: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 917 shares; 2026Q1: 917 shares; 2026Q2: 917 shares 917 $253K 0.03% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,775 shares; 2024Q4: 1,650 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares; 2026Q2: 1,450 shares 1,450 $252K 0.03% -100 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: 3,473 shares; 2024Q4: 3,473 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,046 shares 5,046 $251K 0.03% new 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: 3,034 shares; 2024Q4: 2,842 shares; 2025Q1: 1,992 shares; 2025Q2: 1,986 shares; 2025Q3: 1,837 shares; 2025Q4: 1,898 shares; 2026Q1: 1,159 shares; 2026Q2: 1,094 shares 1,094 $248K 0.03% -65 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: 340 shares; 2024Q4: 340 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 352 shares 352 $248K 0.03% +12 Timeline FNDE 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: 9,578 shares; 2024Q4: 10,241 shares; 2025Q1: 10,110 shares; 2025Q2: 9,194 shares; 2025Q3: 7,365 shares; 2025Q4: 7,365 shares; 2026Q1: 6,185 shares; 2026Q2: 6,185 shares 6,185 $245K 0.03% 0 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: 3,070 shares; 2024Q4: 3,070 shares; 2025Q1: 2,870 shares; 2025Q2: 2,670 shares; 2025Q3: 2,490 shares; 2025Q4: 2,505 shares; 2026Q1: 2,440 shares; 2026Q2: 2,267 shares 2,267 $245K 0.03% -173 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: 1,224 shares; 2024Q4: 1,243 shares; 2025Q1: 1,351 shares; 2025Q2: 1,298 shares; 2025Q3: 1,126 shares; 2025Q4: 1,398 shares; 2026Q1: 1,763 shares; 2026Q2: 1,249 shares 1,249 $243K 0.03% -514 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: 3,329 shares; 2024Q4: 2,741 shares; 2025Q1: 3,579 shares; 2025Q2: 3,168 shares; 2025Q3: 3,168 shares; 2025Q4: 3,168 shares; 2026Q1: 3,168 shares; 2026Q2: 3,168 shares 3,168 $243K 0.03% 0 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: 20,073 shares; 2024Q4: 20,213 shares; 2025Q1: 14,587 shares; 2025Q2: 14,888 shares; 2025Q3: 11,725 shares; 2025Q4: 11,333 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $242K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630 shares; 2024Q4: 656 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 724 shares; 2025Q4: 900 shares; 2026Q1: 689 shares; 2026Q2: 615 shares 615 $242K 0.03% -74 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: 1,672 shares; 2024Q4: 1,873 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,749 shares 2,749 $241K 0.03% 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: 536 shares; 2024Q4: 536 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 536 shares; 2025Q4: 679 shares; 2026Q1: 583 shares; 2026Q2: 556 shares 556 $237K 0.03% -27 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: 1,236 shares; 2024Q4: 1,398 shares; 2025Q1: 1,356 shares; 2025Q2: 1,379 shares; 2025Q3: 1,319 shares; 2025Q4: 1,435 shares; 2026Q1: 1,435 shares; 2026Q2: 1,239 shares 1,239 $236K 0.02% -196 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: 3,052 shares; 2024Q4: 3,085 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,571 shares 2,571 $234K 0.02% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,318 shares; 2024Q4: 1,206 shares; 2025Q1: 1,219 shares; 2025Q2: 1,208 shares; 2025Q3: 1,243 shares; 2025Q4: 1,270 shares; 2026Q1: not reported; 2026Q2: 1,211 shares 1,211 $234K 0.02% new 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: 12,810 shares; 2024Q4: 14,202 shares; 2025Q1: 2,031 shares; 2025Q2: 2,251 shares; 2025Q3: 3,071 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,755 shares 1,755 $229K 0.02% new 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: 770 shares; 2024Q4: 784 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 790 shares; 2025Q4: 796 shares; 2026Q1: 790 shares; 2026Q2: 788 shares 788 $229K 0.02% -2 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,925 shares; 2024Q4: 7,475 shares; 2025Q1: 6,735 shares; 2025Q2: 6,610 shares; 2025Q3: 6,610 shares; 2025Q4: 6,360 shares; 2026Q1: 6,200 shares; 2026Q2: 6,100 shares 6,100 $227K 0.02% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 606 shares 606 $225K 0.02% new 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: 2,268 shares; 2024Q4: 2,612 shares; 2025Q1: not reported; 2025Q2: 2,760 shares; 2025Q3: 2,903 shares; 2025Q4: 3,057 shares; 2026Q1: 3,038 shares; 2026Q2: 2,911 shares 2,911 $223K 0.02% -127 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: 611 shares; 2024Q4: 611 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,997 shares 1,997 $220K 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: 856 shares; 2024Q4: 830 shares; 2025Q1: 789 shares; 2025Q2: 885 shares; 2025Q3: not reported; 2025Q4: 634 shares; 2026Q1: not reported; 2026Q2: 648 shares 648 $219K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,149 shares 4,149 $218K 0.02% new 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: 895 shares; 2024Q4: 863 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,173 shares; 2026Q2: 1,141 shares 1,141 $216K 0.02% -32 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,278 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 2,278 shares; 2025Q3: 2,278 shares; 2025Q4: 2,278 shares; 2026Q1: 2,140 shares; 2026Q2: 1,373 shares 1,373 $216K 0.02% -767 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,534 shares; 2024Q4: 1,464 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,403 shares; 2026Q2: 1,403 shares 1,403 $215K 0.02% 0 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,295 shares; 2024Q4: 1,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,324 shares 1,324 $214K 0.02% new 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: 608 shares; 2024Q4: 584 shares; 2025Q1: 588 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 589 shares; 2026Q1: 469 shares; 2026Q2: 335 shares 335 $213K 0.02% -134 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,950 shares; 2024Q4: 4,008 shares; 2025Q1: 4,107 shares; 2025Q2: 4,286 shares; 2025Q3: 4,334 shares; 2025Q4: 3,364 shares; 2026Q1: 3,465 shares; 2026Q2: 721 shares 721 $211K 0.02% -2,744 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 263 shares 263 $210K 0.02% new 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: 2,118 shares; 2024Q4: 1,998 shares; 2025Q1: not reported; 2025Q2: 1,828 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,178 shares 1,178 $208K 0.02% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,327 shares; 2024Q4: 1,327 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,680 shares 1,680 $204K 0.02% new Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN 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: 16,585 shares 16,585 $197K 0.02% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,768 shares; 2024Q4: 91,842 shares; 2025Q1: 134,055 shares; 2025Q2: 125,847 shares; 2025Q3: 119,965 shares; 2025Q4: 12,000 shares; 2026Q1: 11,250 shares; 2026Q2: 10,000 shares 10,000 $109K 0.01% -1,250 Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,025 shares; 2025Q3: 90,025 shares; 2025Q4: 90,025 shares; 2026Q1: 68,297 shares; 2026Q2: 68,297 shares 68,297 $92.9K 0.01% 0 Timeline