BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 729 shares; 2025Q1: 794 shares; 2025Q2: 841 shares; 2025Q3: 245,094 shares; 2025Q4: 245,119 shares; 2026Q1: 246,476 shares; 2026Q2: 246,534 shares 246,534 $237M 16.2% +58 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: 171,474 shares; 2024Q4: 169,548 shares; 2025Q1: 173,262 shares; 2025Q2: 181,824 shares; 2025Q3: 196,954 shares; 2025Q4: 197,533 shares; 2026Q1: 198,398 shares; 2026Q2: 198,428 shares 198,428 $57.4M 3.92% +30 Timeline VONG 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: 263,571 shares; 2024Q4: 332,975 shares; 2025Q1: 346,561 shares; 2025Q2: 355,061 shares; 2025Q3: 349,436 shares; 2025Q4: 339,048 shares; 2026Q1: 359,732 shares; 2026Q2: 379,038 shares 379,038 $48.4M 3.31% +19,306 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195 shares; 2024Q4: 206 shares; 2025Q1: 613,926 shares; 2025Q2: 1,309,541 shares; 2025Q3: 698,520 shares; 2025Q4: 1,166,756 shares; 2026Q1: 1,329,164 shares; 2026Q2: 1,329,158 shares 1,329,158 $47M 3.21% -6 Timeline VONV 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: 315,499 shares; 2024Q4: 342,716 shares; 2025Q1: 353,047 shares; 2025Q2: 371,164 shares; 2025Q3: 377,483 shares; 2025Q4: 386,590 shares; 2026Q1: 398,463 shares; 2026Q2: 416,228 shares 416,228 $44.2M 3.02% +17,765 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: 88,549 shares; 2024Q4: 85,684 shares; 2025Q1: 84,079 shares; 2025Q2: 82,574 shares; 2025Q3: 77,938 shares; 2025Q4: 75,060 shares; 2026Q1: 76,057 shares; 2026Q2: 296,339 shares 296,339 $36.8M 2.51% +220,282 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: 97,969 shares; 2024Q4: 93,922 shares; 2025Q1: 98,727 shares; 2025Q2: 104,802 shares; 2025Q3: 125,262 shares; 2025Q4: 123,060 shares; 2026Q1: 122,881 shares; 2026Q2: 126,736 shares 126,736 $25.4M 1.73% +3,855 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: 48,176 shares; 2024Q4: 50,640 shares; 2025Q1: 51,913 shares; 2025Q2: 57,693 shares; 2025Q3: 63,764 shares; 2025Q4: 65,590 shares; 2026Q1: 65,558 shares; 2026Q2: 67,355 shares 67,355 $25.1M 1.72% +1,797 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: 109,111 shares; 2024Q4: 109,997 shares; 2025Q1: 109,364 shares; 2025Q2: 107,795 shares; 2025Q3: 104,716 shares; 2025Q4: 103,825 shares; 2026Q1: 105,576 shares; 2026Q2: 102,895 shares 102,895 $24.9M 1.7% -2,681 Timeline VONE 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: 45,681 shares; 2024Q4: 48,033 shares; 2025Q1: 52,100 shares; 2025Q2: 58,129 shares; 2025Q3: 58,082 shares; 2025Q4: 64,936 shares; 2026Q1: 68,555 shares; 2026Q2: 69,377 shares 69,377 $23.5M 1.61% +822 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: 21,561 shares; 2024Q4: 21,998 shares; 2025Q1: 22,885 shares; 2025Q2: 27,493 shares; 2025Q3: 27,945 shares; 2025Q4: 29,768 shares; 2026Q1: 31,204 shares; 2026Q2: 32,338 shares 32,338 $22.2M 1.52% +1,134 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,518 shares; 2024Q4: 206,326 shares; 2025Q1: 215,098 shares; 2025Q2: 215,780 shares; 2025Q3: 229,225 shares; 2025Q4: 248,338 shares; 2026Q1: 257,919 shares; 2026Q2: 279,487 shares 279,487 $21.8M 1.49% +21,568 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: 177,784 shares; 2024Q4: 205,211 shares; 2025Q1: 217,120 shares; 2025Q2: 217,528 shares; 2025Q3: 229,131 shares; 2025Q4: 243,238 shares; 2026Q1: 254,554 shares; 2026Q2: 264,305 shares 264,305 $20.3M 1.39% +9,751 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: 35,698 shares; 2024Q4: 35,277 shares; 2025Q1: 38,237 shares; 2025Q2: 44,813 shares; 2025Q3: 47,881 shares; 2025Q4: 50,553 shares; 2026Q1: 51,070 shares; 2026Q2: 52,049 shares 52,049 $18.6M 1.27% +979 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: 19,475 shares; 2024Q4: 19,628 shares; 2025Q1: 24,641 shares; 2025Q2: 24,604 shares; 2025Q3: 23,914 shares; 2025Q4: 25,038 shares; 2026Q1: 24,426 shares; 2026Q2: 24,278 shares 24,278 $18.1M 1.24% -148 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: 56,541 shares; 2024Q4: 59,604 shares; 2025Q1: 61,440 shares; 2025Q2: 67,164 shares; 2025Q3: 70,749 shares; 2025Q4: 73,345 shares; 2026Q1: 72,959 shares; 2026Q2: 74,524 shares 74,524 $17.8M 1.21% +1,565 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: 127,636 shares; 2024Q4: 164,544 shares; 2025Q1: 175,464 shares; 2025Q2: 151,682 shares; 2025Q3: 154,355 shares; 2025Q4: 157,741 shares; 2026Q1: 160,317 shares; 2026Q2: 158,028 shares 158,028 $16.4M 1.12% -2,289 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: 7,554 shares; 2024Q4: 99,990 shares; 2025Q1: 121,043 shares; 2025Q2: 218,241 shares; 2025Q3: 232,924 shares; 2025Q4: 241,792 shares; 2026Q1: 258,170 shares; 2026Q2: 267,153 shares 267,153 $15.4M 1.05% +8,983 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: 31,368 shares; 2024Q4: 33,022 shares; 2025Q1: 32,254 shares; 2025Q2: 39,181 shares; 2025Q3: 39,808 shares; 2025Q4: 40,100 shares; 2026Q1: 39,730 shares; 2026Q2: 40,137 shares 40,137 $13.1M 0.9% +407 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218,650 shares; 2025Q3: 238,215 shares; 2025Q4: 271,434 shares; 2026Q1: 285,805 shares; 2026Q2: 288,602 shares 288,602 $12.1M 0.83% +2,797 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: 28,917 shares; 2024Q4: 27,892 shares; 2025Q1: 27,885 shares; 2025Q2: 27,619 shares; 2025Q3: 27,433 shares; 2025Q4: 27,260 shares; 2026Q1: 27,196 shares; 2026Q2: 27,259 shares 27,259 $11.2M 0.76% +63 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: 22,171 shares; 2024Q4: 23,111 shares; 2025Q1: 24,867 shares; 2025Q2: 27,535 shares; 2025Q3: 30,000 shares; 2025Q4: 30,019 shares; 2026Q1: 29,869 shares; 2026Q2: 30,490 shares 30,490 $10.8M 0.74% +621 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: 36,942 shares; 2024Q4: 36,252 shares; 2025Q1: 37,835 shares; 2025Q2: 38,126 shares; 2025Q3: 37,294 shares; 2025Q4: 37,721 shares; 2026Q1: 37,312 shares; 2026Q2: 33,597 shares 33,597 $10.1M 0.69% -3,715 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: 13,148 shares; 2024Q4: 12,180 shares; 2025Q1: 12,553 shares; 2025Q2: 16,047 shares; 2025Q3: 16,035 shares; 2025Q4: 15,801 shares; 2026Q1: 18,962 shares; 2026Q2: 116,412 shares 116,412 $10M 0.69% +97,450 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: 17,331 shares; 2024Q4: 17,698 shares; 2025Q1: 18,429 shares; 2025Q2: 21,791 shares; 2025Q3: 21,779 shares; 2025Q4: 22,443 shares; 2026Q1: 24,362 shares; 2026Q2: 26,188 shares 26,188 $9.89M 0.68% +1,826 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: 6,392 shares; 2024Q4: 6,448 shares; 2025Q1: 6,604 shares; 2025Q2: 7,853 shares; 2025Q3: 7,769 shares; 2025Q4: 7,741 shares; 2026Q1: 7,749 shares; 2026Q2: 8,108 shares 8,108 $9.72M 0.66% +359 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: 12,559 shares; 2024Q4: 12,996 shares; 2025Q1: 13,491 shares; 2025Q2: 15,011 shares; 2025Q3: 17,085 shares; 2025Q4: 17,226 shares; 2026Q1: 17,011 shares; 2026Q2: 17,259 shares 17,259 $8.64M 0.59% +248 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: 16,018 shares; 2024Q4: 16,274 shares; 2025Q1: 18,534 shares; 2025Q2: 19,483 shares; 2025Q3: 19,407 shares; 2025Q4: 19,916 shares; 2026Q1: 19,761 shares; 2026Q2: 19,941 shares 19,941 $8.39M 0.57% +180 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $8.24M 0.56% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,333 shares; 2024Q4: 57,123 shares; 2025Q1: 57,583 shares; 2025Q2: 64,170 shares; 2025Q3: 63,871 shares; 2025Q4: 70,326 shares; 2026Q1: 69,354 shares; 2026Q2: 71,500 shares 71,500 $8.1M 0.55% +2,146 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: 7,310 shares; 2024Q4: 6,603 shares; 2025Q1: 7,652 shares; 2025Q2: 8,031 shares; 2025Q3: 14,955 shares; 2025Q4: 14,969 shares; 2026Q1: 14,726 shares; 2026Q2: 13,523 shares 13,523 $7.86M 0.54% -1,203 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: 113,674 shares; 2024Q4: 117,757 shares; 2025Q1: 124,386 shares; 2025Q2: 132,650 shares; 2025Q3: 135,932 shares; 2025Q4: 136,155 shares; 2026Q1: 135,607 shares; 2026Q2: 129,255 shares 129,255 $7.72M 0.53% -6,352 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,164 shares; 2024Q4: 45,376 shares; 2025Q1: 46,744 shares; 2025Q2: 59,742 shares; 2025Q3: 61,466 shares; 2025Q4: 70,578 shares; 2026Q1: 81,927 shares; 2026Q2: 89,342 shares 89,342 $7.64M 0.52% +7,415 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: 16,919 shares; 2024Q4: 17,313 shares; 2025Q1: 19,374 shares; 2025Q2: 28,755 shares; 2025Q3: 29,431 shares; 2025Q4: 29,314 shares; 2026Q1: 28,631 shares; 2026Q2: 29,261 shares 29,261 $7.36M 0.5% +630 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: 63,921 shares; 2024Q4: 61,735 shares; 2025Q1: 65,139 shares; 2025Q2: 69,836 shares; 2025Q3: 68,836 shares; 2025Q4: 68,911 shares; 2026Q1: 68,767 shares; 2026Q2: 73,142 shares 73,142 $7.06M 0.48% +4,375 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: 7,095 shares; 2024Q4: 7,422 shares; 2025Q1: 10,154 shares; 2025Q2: 8,883 shares; 2025Q3: 9,673 shares; 2025Q4: 9,746 shares; 2026Q1: 9,642 shares; 2026Q2: 9,320 shares 9,320 $6.98M 0.48% -322 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: 29,639 shares; 2024Q4: 30,200 shares; 2025Q1: 32,824 shares; 2025Q2: 42,736 shares; 2025Q3: 45,606 shares; 2025Q4: 47,368 shares; 2026Q1: 46,388 shares; 2026Q2: 48,139 shares 48,139 $6.58M 0.45% +1,751 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: 12,781 shares; 2024Q4: 13,391 shares; 2025Q1: 14,254 shares; 2025Q2: 18,003 shares; 2025Q3: 18,141 shares; 2025Q4: 18,834 shares; 2026Q1: 19,185 shares; 2026Q2: 18,015 shares 18,015 $6.18M 0.42% -1,170 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: 72,327 shares; 2024Q4: 73,771 shares; 2025Q1: 73,310 shares; 2025Q2: 77,936 shares; 2025Q3: 65,513 shares; 2025Q4: 79,956 shares; 2026Q1: 75,600 shares; 2026Q2: 79,629 shares 79,629 $6.1M 0.42% +4,029 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: 5,676 shares; 2024Q4: 5,564 shares; 2025Q1: 5,768 shares; 2025Q2: 17,453 shares; 2025Q3: 18,394 shares; 2025Q4: 19,948 shares; 2026Q1: 19,560 shares; 2026Q2: 20,011 shares 20,011 $6.07M 0.41% +451 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,390 shares; 2024Q4: 52,741 shares; 2025Q1: 58,456 shares; 2025Q2: 65,168 shares; 2025Q3: 66,493 shares; 2025Q4: 70,361 shares; 2026Q1: 70,268 shares; 2026Q2: 72,294 shares 72,294 $5.95M 0.41% +2,026 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,951 shares; 2024Q4: 30,396 shares; 2025Q1: 28,664 shares; 2025Q2: 32,324 shares; 2025Q3: 34,635 shares; 2025Q4: 35,869 shares; 2026Q1: 36,547 shares; 2026Q2: 37,103 shares 37,103 $5.86M 0.4% +556 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: 5,828 shares; 2024Q4: 5,972 shares; 2025Q1: 6,267 shares; 2025Q2: 6,326 shares; 2025Q3: 6,357 shares; 2025Q4: 5,904 shares; 2026Q1: 5,492 shares; 2026Q2: 5,483 shares 5,483 $5.84M 0.4% -9 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: 17,254 shares; 2024Q4: 17,510 shares; 2025Q1: 18,131 shares; 2025Q2: 18,965 shares; 2025Q3: 19,774 shares; 2025Q4: 20,733 shares; 2026Q1: 20,434 shares; 2026Q2: 21,931 shares 21,931 $5.57M 0.38% +1,497 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 566,715 shares; 2025Q3: 547,819 shares; 2025Q4: 534,211 shares; 2026Q1: 533,168 shares; 2026Q2: 534,247 shares 534,247 $5.19M 0.35% +1,079 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,378 shares; 2024Q4: 36,350 shares; 2025Q1: 36,911 shares; 2025Q2: 39,106 shares; 2025Q3: 36,412 shares; 2025Q4: 63,282 shares; 2026Q1: 38,231 shares; 2026Q2: 41,437 shares 41,437 $5.16M 0.35% +3,206 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,112 shares; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,354 shares; 2025Q3: not reported; 2025Q4: 218,579 shares; 2026Q1: 218,579 shares; 2026Q2: 218,579 shares 218,579 $5M 0.34% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,266 shares; 2024Q4: 24,020 shares; 2025Q1: 23,994 shares; 2025Q2: 23,490 shares; 2025Q3: 22,738 shares; 2025Q4: 22,643 shares; 2026Q1: 22,885 shares; 2026Q2: 22,409 shares 22,409 $4.96M 0.34% -476 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: 35,493 shares; 2024Q4: 36,653 shares; 2025Q1: 49,181 shares; 2025Q2: 69,477 shares; 2025Q3: 69,112 shares; 2025Q4: 70,372 shares; 2026Q1: 66,287 shares; 2026Q2: 66,466 shares 66,466 $4.74M 0.32% +179 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: 5,286 shares; 2024Q4: 7,122 shares; 2025Q1: 7,358 shares; 2025Q2: 6,556 shares; 2025Q3: 6,051 shares; 2025Q4: 6,087 shares; 2026Q1: 6,672 shares; 2026Q2: 6,386 shares 6,386 $4.7M 0.32% -286 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: 32,044 shares; 2024Q4: 32,287 shares; 2025Q1: 32,867 shares; 2025Q2: 35,481 shares; 2025Q3: 37,098 shares; 2025Q4: 38,905 shares; 2026Q1: 38,974 shares; 2026Q2: 39,625 shares 39,625 $4.65M 0.32% +651 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: 3,064 shares; 2024Q4: 3,338 shares; 2025Q1: 3,257 shares; 2025Q2: 3,219 shares; 2025Q3: 3,197 shares; 2025Q4: 3,269 shares; 2026Q1: 3,654 shares; 2026Q2: 3,916 shares 3,916 $4.52M 0.31% +262 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: 691 shares; 2025Q3: not reported; 2025Q4: 200,311 shares; 2026Q1: 200,311 shares; 2026Q2: 200,311 shares 200,311 $4.48M 0.31% 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: 13,319 shares; 2024Q4: 12,779 shares; 2025Q1: 12,915 shares; 2025Q2: 10,886 shares; 2025Q3: 10,231 shares; 2025Q4: 10,155 shares; 2026Q1: 11,492 shares; 2026Q2: 11,285 shares 11,285 $4.45M 0.3% -207 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,176 shares; 2024Q4: 50,114 shares; 2025Q1: 48,714 shares; 2025Q2: 50,673 shares; 2025Q3: 48,617 shares; 2025Q4: 49,459 shares; 2026Q1: 52,558 shares; 2026Q2: 54,698 shares 54,698 $4.37M 0.3% +2,140 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: 4,207 shares; 2024Q4: 5,100 shares; 2025Q1: 5,238 shares; 2025Q2: 5,360 shares; 2025Q3: 5,548 shares; 2025Q4: 5,821 shares; 2026Q1: 5,711 shares; 2026Q2: 5,909 shares 5,909 $4.27M 0.29% +198 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: 5,706 shares; 2024Q4: 5,825 shares; 2025Q1: 6,463 shares; 2025Q2: 6,917 shares; 2025Q3: 7,156 shares; 2025Q4: 7,203 shares; 2026Q1: 7,288 shares; 2026Q2: 7,370 shares 7,370 $4.15M 0.28% +82 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: 9,601 shares; 2024Q4: 9,546 shares; 2025Q1: 10,309 shares; 2025Q2: 12,160 shares; 2025Q3: 12,363 shares; 2025Q4: 12,344 shares; 2026Q1: 12,197 shares; 2026Q2: 11,589 shares 11,589 $4.09M 0.28% -608 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: 49,745 shares; 2024Q4: 49,560 shares; 2025Q1: 48,413 shares; 2025Q2: 47,058 shares; 2025Q3: 43,540 shares; 2025Q4: 39,840 shares; 2026Q1: 33,831 shares; 2026Q2: 31,287 shares 31,287 $3.89M 0.27% -2,544 Timeline VBK 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: 2,167 shares; 2024Q4: 2,369 shares; 2025Q1: 2,849 shares; 2025Q2: 4,106 shares; 2025Q3: 7,453 shares; 2025Q4: 8,442 shares; 2026Q1: 8,459 shares; 2026Q2: 10,439 shares 10,439 $3.82M 0.26% +1,980 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: 18,129 shares; 2024Q4: 18,698 shares; 2025Q1: 20,278 shares; 2025Q2: 25,297 shares; 2025Q3: 25,269 shares; 2025Q4: 25,537 shares; 2026Q1: 25,745 shares; 2026Q2: 25,937 shares 25,937 $3.8M 0.26% +192 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: 14,318 shares; 2024Q4: 14,480 shares; 2025Q1: 14,094 shares; 2025Q2: 25,928 shares; 2025Q3: 27,059 shares; 2025Q4: 27,237 shares; 2026Q1: 27,439 shares; 2026Q2: 27,280 shares 27,280 $3.69M 0.25% -159 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: 19,377 shares; 2024Q4: 77,508 shares; 2025Q1: 77,508 shares; 2025Q2: 107,976 shares; 2025Q3: 106,551 shares; 2025Q4: 107,092 shares; 2026Q1: 109,041 shares; 2026Q2: 108,263 shares 108,263 $3.66M 0.25% -778 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: 5,377 shares; 2024Q4: 5,421 shares; 2025Q1: 5,480 shares; 2025Q2: 9,170 shares; 2025Q3: 10,504 shares; 2025Q4: 10,618 shares; 2026Q1: 10,510 shares; 2026Q2: 9,798 shares 9,798 $3.66M 0.25% -712 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: 9,249 shares; 2024Q4: 9,370 shares; 2025Q1: 9,696 shares; 2025Q2: 10,270 shares; 2025Q3: 10,753 shares; 2025Q4: 10,704 shares; 2026Q1: 10,694 shares; 2026Q2: 10,723 shares 10,723 $3.63M 0.25% +29 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: 5,270 shares; 2024Q4: 5,206 shares; 2025Q1: 5,813 shares; 2025Q2: 5,987 shares; 2025Q3: 7,535 shares; 2025Q4: 7,615 shares; 2026Q1: 7,554 shares; 2026Q2: 7,001 shares 7,001 $3.6M 0.25% -553 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: 3,752 shares; 2024Q4: 5,219 shares; 2025Q1: 28,061 shares; 2025Q2: 29,222 shares; 2025Q3: 41,739 shares; 2025Q4: 31,739 shares; 2026Q1: 46,325 shares; 2026Q2: 46,542 shares 46,542 $3.51M 0.24% +217 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: 6,729 shares; 2024Q4: 6,560 shares; 2025Q1: 8,008 shares; 2025Q2: 13,712 shares; 2025Q3: 14,228 shares; 2025Q4: 14,879 shares; 2026Q1: 15,385 shares; 2026Q2: 15,605 shares 15,605 $3.4M 0.23% +220 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: 42,321 shares; 2024Q4: 56,248 shares; 2025Q1: 56,853 shares; 2025Q2: 58,263 shares; 2025Q3: 57,474 shares; 2025Q4: 59,786 shares; 2026Q1: 58,338 shares; 2026Q2: 58,640 shares 58,640 $3.34M 0.23% +302 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: 13,568 shares; 2024Q4: 13,906 shares; 2025Q1: 14,284 shares; 2025Q2: 15,042 shares; 2025Q3: 15,850 shares; 2025Q4: 15,894 shares; 2026Q1: 15,911 shares; 2026Q2: 15,812 shares 15,812 $3.31M 0.23% -99 Timeline ITM 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: 58,850 shares; 2024Q4: 67,983 shares; 2025Q1: 71,769 shares; 2025Q2: 54,503 shares; 2025Q3: 57,182 shares; 2025Q4: 64,274 shares; 2026Q1: 66,760 shares; 2026Q2: 70,293 shares 70,293 $3.3M 0.23% +3,533 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,930 shares; 2024Q4: 36,084 shares; 2025Q1: 36,171 shares; 2025Q2: 36,274 shares; 2025Q3: 36,381 shares; 2025Q4: 36,486 shares; 2026Q1: 36,573 shares; 2026Q2: 36,633 shares 36,633 $3.27M 0.22% +60 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: 4,524 shares; 2024Q4: 6,695 shares; 2025Q1: 7,030 shares; 2025Q2: 10,103 shares; 2025Q3: 10,890 shares; 2025Q4: 11,216 shares; 2026Q1: 11,467 shares; 2026Q2: 11,604 shares 11,604 $3.26M 0.22% +137 Timeline VTWG 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: 7,255 shares; 2024Q4: 7,964 shares; 2025Q1: 9,450 shares; 2025Q2: 10,625 shares; 2025Q3: 11,098 shares; 2025Q4: 11,982 shares; 2026Q1: 11,065 shares; 2026Q2: 11,336 shares 11,336 $3.26M 0.22% +271 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: 15,174 shares; 2024Q4: 15,240 shares; 2025Q1: 14,930 shares; 2025Q2: 17,269 shares; 2025Q3: 18,272 shares; 2025Q4: 18,976 shares; 2026Q1: 18,877 shares; 2026Q2: 19,515 shares 19,515 $3.23M 0.22% +638 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: 19,939 shares; 2024Q4: 20,118 shares; 2025Q1: 19,878 shares; 2025Q2: 24,022 shares; 2025Q3: 24,079 shares; 2025Q4: 24,966 shares; 2026Q1: 25,825 shares; 2026Q2: 25,116 shares 25,116 $3.23M 0.22% -709 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,491 shares; 2024Q4: 1,426 shares; 2025Q1: 1,484 shares; 2025Q2: 2,480 shares; 2025Q3: 2,798 shares; 2025Q4: 2,857 shares; 2026Q1: 2,817 shares; 2026Q2: 2,694 shares 2,694 $3.17M 0.22% -123 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: 13,616 shares; 2024Q4: 13,604 shares; 2025Q1: 14,316 shares; 2025Q2: 16,408 shares; 2025Q3: 16,465 shares; 2025Q4: 16,799 shares; 2026Q1: 16,369 shares; 2026Q2: 16,572 shares 16,572 $3.14M 0.21% +203 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: 19,164 shares; 2024Q4: 19,496 shares; 2025Q1: 21,583 shares; 2025Q2: 22,057 shares; 2025Q3: 21,093 shares; 2025Q4: 21,198 shares; 2026Q1: 20,676 shares; 2026Q2: 21,405 shares 21,405 $3.14M 0.21% +729 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: 31,828 shares; 2024Q4: 32,156 shares; 2025Q1: 33,432 shares; 2025Q2: 35,983 shares; 2025Q3: 38,776 shares; 2025Q4: 40,326 shares; 2026Q1: 40,172 shares; 2026Q2: 39,353 shares 39,353 $3.03M 0.21% -819 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: 9,354 shares; 2024Q4: 10,175 shares; 2025Q1: 9,715 shares; 2025Q2: 9,309 shares; 2025Q3: 8,912 shares; 2025Q4: 8,591 shares; 2026Q1: 8,150 shares; 2026Q2: 8,171 shares 8,171 $3.02M 0.21% +21 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: 2,098 shares; 2024Q4: 2,139 shares; 2025Q1: 2,262 shares; 2025Q2: 2,780 shares; 2025Q3: 2,971 shares; 2025Q4: 3,158 shares; 2026Q1: 3,174 shares; 2026Q2: 3,215 shares 3,215 $3.01M 0.21% +41 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: 29,427 shares; 2024Q4: 29,376 shares; 2025Q1: 29,631 shares; 2025Q2: 31,749 shares; 2025Q3: 32,812 shares; 2025Q4: 33,696 shares; 2026Q1: 33,226 shares; 2026Q2: 34,043 shares 34,043 $2.99M 0.2% +817 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,450 shares; 2024Q4: 7,684 shares; 2025Q1: 7,499 shares; 2025Q2: 7,745 shares; 2025Q3: 7,687 shares; 2025Q4: 8,203 shares; 2026Q1: 8,508 shares; 2026Q2: 8,544 shares 8,544 $2.91M 0.2% +36 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: 25,423 shares; 2024Q4: 25,462 shares; 2025Q1: 28,061 shares; 2025Q2: 35,195 shares; 2025Q3: 35,368 shares; 2025Q4: 34,770 shares; 2026Q1: 35,368 shares; 2026Q2: 35,550 shares 35,550 $2.89M 0.2% +182 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: 1,082 shares; 2025Q2: 989 shares; 2025Q3: 1,053 shares; 2025Q4: 1,099 shares; 2026Q1: 1,214 shares; 2026Q2: 1,270 shares 1,270 $2.89M 0.2% +56 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,760 shares; 2024Q4: 33,100 shares; 2025Q1: 32,762 shares; 2025Q2: 34,168 shares; 2025Q3: 32,895 shares; 2025Q4: 34,008 shares; 2026Q1: 38,169 shares; 2026Q2: 34,685 shares 34,685 $2.87M 0.2% -3,484 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,383 shares; 2024Q4: 39,120 shares; 2025Q1: 64,124 shares; 2025Q2: 65,167 shares; 2025Q3: 52,215 shares; 2025Q4: 65,438 shares; 2026Q1: 65,438 shares; 2026Q2: 65,520 shares 65,520 $2.87M 0.2% +82 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,831 shares; 2024Q4: 11,720 shares; 2025Q1: 12,383 shares; 2025Q2: 21,371 shares; 2025Q3: 20,958 shares; 2025Q4: 23,137 shares; 2026Q1: 23,578 shares; 2026Q2: 23,490 shares 23,490 $2.8M 0.19% -88 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: 13,185 shares; 2024Q4: 11,998 shares; 2025Q1: 13,005 shares; 2025Q2: 13,933 shares; 2025Q3: 14,955 shares; 2025Q4: 18,486 shares; 2026Q1: 17,545 shares; 2026Q2: 19,654 shares 19,654 $2.74M 0.19% +2,109 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 935 shares; 2024Q4: 936 shares; 2025Q1: 911 shares; 2025Q2: 893 shares; 2025Q3: 895 shares; 2025Q4: 894 shares; 2026Q1: 881 shares; 2026Q2: 850 shares 850 $2.72M 0.19% -31 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: 5,864 shares; 2024Q4: 5,971 shares; 2025Q1: 6,112 shares; 2025Q2: 7,072 shares; 2025Q3: 6,664 shares; 2025Q4: 6,821 shares; 2026Q1: 5,731 shares; 2026Q2: 6,488 shares 6,488 $2.7M 0.18% +757 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,105 shares; 2025Q1: 6,378 shares; 2025Q2: 6,212 shares; 2025Q3: 5,994 shares; 2025Q4: 6,137 shares; 2026Q1: 6,061 shares; 2026Q2: 6,155 shares 6,155 $2.67M 0.18% +94 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: 10,486 shares; 2024Q4: 12,305 shares; 2025Q1: 12,069 shares; 2025Q2: 13,037 shares; 2025Q3: 13,159 shares; 2025Q4: 13,780 shares; 2026Q1: 13,520 shares; 2026Q2: 14,176 shares 14,176 $2.56M 0.18% +656 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,940 shares; 2024Q4: 5,093 shares; 2025Q1: 5,170 shares; 2025Q2: 6,461 shares; 2025Q3: 6,587 shares; 2025Q4: 8,447 shares; 2026Q1: 8,705 shares; 2026Q2: 10,500 shares 10,500 $2.55M 0.17% +1,795 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,396 shares; 2024Q4: 20,062 shares; 2025Q1: 22,326 shares; 2025Q2: 22,326 shares; 2025Q3: 22,326 shares; 2025Q4: 19,463 shares; 2026Q1: 19,463 shares; 2026Q2: 30,637 shares 30,637 $2.51M 0.17% +11,174 Timeline VTWV 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: 9,879 shares; 2024Q4: 8,088 shares; 2025Q1: 10,275 shares; 2025Q2: 11,293 shares; 2025Q3: 12,049 shares; 2025Q4: 12,731 shares; 2026Q1: 12,772 shares; 2026Q2: 12,736 shares 12,736 $2.49M 0.17% -36 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,466 shares; 2024Q4: 17,691 shares; 2025Q1: 20,973 shares; 2025Q2: 23,009 shares; 2025Q3: 25,874 shares; 2025Q4: 29,327 shares; 2026Q1: 31,808 shares; 2026Q2: 36,129 shares 36,129 $2.44M 0.17% +4,321 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,642 shares; 2024Q4: 28,253 shares; 2025Q1: 43,253 shares; 2025Q2: 44,198 shares; 2025Q3: 44,285 shares; 2025Q4: 43,776 shares; 2026Q1: 43,801 shares; 2026Q2: 43,312 shares 43,312 $2.44M 0.17% -489 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,810 shares; 2024Q4: 11,026 shares; 2025Q1: 10,658 shares; 2025Q2: 15,155 shares; 2025Q3: 15,114 shares; 2025Q4: 16,061 shares; 2026Q1: 16,851 shares; 2026Q2: 16,975 shares 16,975 $2.43M 0.17% +124 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: 2,563 shares; 2024Q4: 2,512 shares; 2025Q1: 2,712 shares; 2025Q2: 3,377 shares; 2025Q3: 3,997 shares; 2025Q4: 4,282 shares; 2026Q1: 4,296 shares; 2026Q2: 5,696 shares 5,696 $2.43M 0.17% +1,400 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: 2,188 shares; 2024Q4: 2,209 shares; 2025Q1: 2,298 shares; 2025Q2: 2,180 shares; 2025Q3: 2,304 shares; 2025Q4: 2,349 shares; 2026Q1: 2,366 shares; 2026Q2: 2,389 shares 2,389 $2.42M 0.17% +23 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: 16,312 shares; 2024Q4: 16,708 shares; 2025Q1: 17,974 shares; 2025Q2: 29,385 shares; 2025Q3: 29,150 shares; 2025Q4: 29,035 shares; 2026Q1: 27,640 shares; 2026Q2: 26,197 shares 26,197 $2.38M 0.16% -1,443 Timeline SHM 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: 46,796 shares; 2024Q4: 57,835 shares; 2025Q1: 58,402 shares; 2025Q2: 54,806 shares; 2025Q3: 59,067 shares; 2025Q4: 49,171 shares; 2026Q1: 47,116 shares; 2026Q2: 49,378 shares 49,378 $2.37M 0.16% +2,262 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,497 shares; 2024Q4: 51,986 shares; 2025Q1: 55,626 shares; 2025Q2: 54,729 shares; 2025Q3: 53,145 shares; 2025Q4: 53,606 shares; 2026Q1: 52,524 shares; 2026Q2: 52,524 shares 52,524 $2.33M 0.16% 0 Timeline SLYV 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: 4,232 shares; 2024Q4: 11,144 shares; 2025Q1: 14,043 shares; 2025Q2: 18,248 shares; 2025Q3: 17,974 shares; 2025Q4: 20,296 shares; 2026Q1: 20,387 shares; 2026Q2: 21,255 shares 21,255 $2.32M 0.16% +868 Timeline DFUV 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: 32,833 shares; 2024Q4: 32,759 shares; 2025Q1: 35,072 shares; 2025Q2: 33,988 shares; 2025Q3: 32,161 shares; 2025Q4: 29,322 shares; 2026Q1: 29,323 shares; 2026Q2: 41,844 shares 41,844 $2.3M 0.16% +12,521 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: 3,118 shares; 2024Q4: 3,157 shares; 2025Q1: 3,446 shares; 2025Q2: 3,460 shares; 2025Q3: 3,379 shares; 2025Q4: 3,475 shares; 2026Q1: 3,501 shares; 2026Q2: 3,449 shares 3,449 $2.2M 0.15% -52 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: 29,903 shares; 2024Q4: 37,747 shares; 2025Q1: 37,747 shares; 2025Q2: 37,611 shares; 2025Q3: 37,611 shares; 2025Q4: 37,611 shares; 2026Q1: 37,611 shares; 2026Q2: 38,861 shares 38,861 $2.12M 0.15% +1,250 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,096 shares; 2024Q4: 9,178 shares; 2025Q1: 9,148 shares; 2025Q2: 9,240 shares; 2025Q3: 9,798 shares; 2025Q4: 9,714 shares; 2026Q1: 9,700 shares; 2026Q2: 9,515 shares 9,515 $2.1M 0.14% -185 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,487 shares; 2024Q4: 4,606 shares; 2025Q1: 4,562 shares; 2025Q2: 8,427 shares; 2025Q3: 4,587 shares; 2025Q4: 4,604 shares; 2026Q1: 4,526 shares; 2026Q2: 6,283 shares 6,283 $2.08M 0.14% +1,757 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: 3,709 shares; 2024Q4: 3,778 shares; 2025Q1: 4,155 shares; 2025Q2: 6,782 shares; 2025Q3: 6,982 shares; 2025Q4: 7,290 shares; 2026Q1: 7,208 shares; 2026Q2: 7,513 shares 7,513 $2.03M 0.14% +305 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: 4,482 shares; 2024Q4: 4,984 shares; 2025Q1: 5,138 shares; 2025Q2: 5,296 shares; 2025Q3: 5,135 shares; 2025Q4: 5,164 shares; 2026Q1: 6,973 shares; 2026Q2: 7,916 shares 7,916 $2.02M 0.14% +943 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 58,328 shares; 2025Q2: 44,692 shares; 2025Q3: 28,983 shares; 2025Q4: 28,539 shares; 2026Q1: 28,539 shares; 2026Q2: 21,807 shares 21,807 $2M 0.14% -6,732 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,253 shares; 2024Q4: 38,106 shares; 2025Q1: 19,966 shares; 2025Q2: 29,240 shares; 2025Q3: 26,849 shares; 2025Q4: 19,270 shares; 2026Q1: 31,449 shares; 2026Q2: 19,451 shares 19,451 $1.96M 0.13% -11,998 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,615 shares; 2026Q2: 79,212 shares 79,212 $1.95M 0.13% +56,597 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: 2,808 shares; 2024Q4: 2,730 shares; 2025Q1: 2,830 shares; 2025Q2: 2,787 shares; 2025Q3: 3,014 shares; 2025Q4: 3,078 shares; 2026Q1: 3,094 shares; 2026Q2: 3,063 shares 3,063 $1.94M 0.13% -31 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,999 shares; 2024Q4: 48,856 shares; 2025Q1: 48,856 shares; 2025Q2: 50,131 shares; 2025Q3: 49,935 shares; 2025Q4: 49,935 shares; 2026Q1: 50,180 shares; 2026Q2: 50,722 shares 50,722 $1.86M 0.13% +542 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: 607 shares; 2024Q4: 659 shares; 2025Q1: 489 shares; 2025Q2: 453 shares; 2025Q3: 1,579 shares; 2025Q4: 1,790 shares; 2026Q1: 1,807 shares; 2026Q2: 1,872 shares 1,872 $1.81M 0.12% +65 Timeline DFSI 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: 37,442 shares; 2024Q4: 37,676 shares; 2025Q1: 40,712 shares; 2025Q2: 41,239 shares; 2025Q3: 41,388 shares; 2025Q4: 39,277 shares; 2026Q1: 39,371 shares; 2026Q2: 39,841 shares 39,841 $1.8M 0.12% +470 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,553 shares; 2024Q4: 3,520 shares; 2025Q1: 4,032 shares; 2025Q2: 4,704 shares; 2025Q3: 4,873 shares; 2025Q4: 5,318 shares; 2026Q1: 6,814 shares; 2026Q2: 6,900 shares 6,900 $1.76M 0.12% +86 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: 8,977 shares; 2024Q4: 26,156 shares; 2025Q1: 39,071 shares; 2025Q2: 45,217 shares; 2025Q3: 50,202 shares; 2025Q4: 54,902 shares; 2026Q1: 55,117 shares; 2026Q2: 55,271 shares 55,271 $1.75M 0.12% +154 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: 2,920 shares; 2024Q4: 4,470 shares; 2025Q1: 10,532 shares; 2025Q2: 15,942 shares; 2025Q3: 15,942 shares; 2025Q4: 15,927 shares; 2026Q1: 15,489 shares; 2026Q2: 15,770 shares 15,770 $1.74M 0.12% +281 Timeline DFAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,175 shares 34,175 $1.72M 0.12% 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: 46,020 shares; 2024Q4: 46,491 shares; 2025Q1: 46,599 shares; 2025Q2: 60,769 shares; 2025Q3: 69,806 shares; 2025Q4: 73,422 shares; 2026Q1: 72,976 shares; 2026Q2: 70,487 shares 70,487 $1.7M 0.12% -2,489 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: 1,613 shares; 2024Q4: 1,626 shares; 2025Q1: 1,776 shares; 2025Q2: 1,847 shares; 2025Q3: 1,811 shares; 2025Q4: 1,797 shares; 2026Q1: 1,843 shares; 2026Q2: 3,259 shares 3,259 $1.69M 0.12% +1,416 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: not reported; 2024Q4: 18,597 shares; 2025Q1: 18,597 shares; 2025Q2: 17,985 shares; 2025Q3: 17,423 shares; 2025Q4: 17,423 shares; 2026Q1: 17,423 shares; 2026Q2: 17,423 shares 17,423 $1.67M 0.11% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,680 shares; 2024Q4: 20,815 shares; 2025Q1: 21,828 shares; 2025Q2: 23,852 shares; 2025Q3: 24,283 shares; 2025Q4: 25,481 shares; 2026Q1: 28,714 shares; 2026Q2: 29,607 shares 29,607 $1.66M 0.11% +893 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: 2,037 shares; 2024Q4: 3,454 shares; 2025Q1: 3,608 shares; 2025Q2: 3,535 shares; 2025Q3: 3,909 shares; 2025Q4: 3,883 shares; 2026Q1: 4,213 shares; 2026Q2: 4,750 shares 4,750 $1.62M 0.11% +537 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: 9,594 shares; 2024Q4: 11,760 shares; 2025Q1: 9,481 shares; 2025Q2: 8,566 shares; 2025Q3: 8,544 shares; 2025Q4: 9,446 shares; 2026Q1: 9,185 shares; 2026Q2: 9,059 shares 9,059 $1.62M 0.11% -126 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: 1,532 shares; 2024Q4: 1,558 shares; 2025Q1: 1,612 shares; 2025Q2: 1,681 shares; 2025Q3: 1,738 shares; 2025Q4: 17,637 shares; 2026Q1: 19,512 shares; 2026Q2: 22,370 shares 22,370 $1.6M 0.11% +2,858 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: 15,476 shares; 2024Q4: 17,506 shares; 2025Q1: 18,130 shares; 2025Q2: 25,933 shares; 2025Q3: 26,831 shares; 2025Q4: 26,750 shares; 2026Q1: 27,005 shares; 2026Q2: 27,444 shares 27,444 $1.58M 0.11% +439 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,056 shares; 2024Q4: 1,052 shares; 2025Q1: 1,420 shares; 2025Q2: 1,443 shares; 2025Q3: 1,450 shares; 2025Q4: 1,457 shares; 2026Q1: 1,387 shares; 2026Q2: 1,395 shares 1,395 $1.58M 0.11% +8 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: 712 shares; 2024Q4: 616 shares; 2025Q1: 646 shares; 2025Q2: 558 shares; 2025Q3: 573 shares; 2025Q4: 583 shares; 2026Q1: 593 shares; 2026Q2: 5,178 shares 5,178 $1.56M 0.11% +4,585 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: 1,602 shares; 2024Q4: 1,455 shares; 2025Q1: 1,394 shares; 2025Q2: 2,063 shares; 2025Q3: 1,823 shares; 2025Q4: 2,428 shares; 2026Q1: 2,757 shares; 2026Q2: 3,256 shares 3,256 $1.55M 0.11% +499 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: 4,469 shares; 2024Q4: 4,394 shares; 2025Q1: 4,645 shares; 2025Q2: 4,930 shares; 2025Q3: 5,111 shares; 2025Q4: 5,408 shares; 2026Q1: 5,285 shares; 2026Q2: 5,670 shares 5,670 $1.54M 0.11% +385 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,673 shares; 2024Q4: 1,688 shares; 2025Q1: 1,754 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 2,189 shares; 2026Q1: 1,878 shares; 2026Q2: 2,134 shares 2,134 $1.52M 0.1% +256 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: 9,034 shares; 2024Q4: 8,756 shares; 2025Q1: 9,417 shares; 2025Q2: 9,633 shares; 2025Q3: 10,382 shares; 2025Q4: 10,633 shares; 2026Q1: 10,909 shares; 2026Q2: 10,812 shares 10,812 $1.51M 0.1% -97 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: 3,769 shares; 2024Q4: 3,731 shares; 2025Q1: 3,847 shares; 2025Q2: 4,061 shares; 2025Q3: 4,002 shares; 2025Q4: 3,997 shares; 2026Q1: 3,990 shares; 2026Q2: 4,153 shares 4,153 $1.5M 0.1% +163 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,125 shares; 2024Q4: 4,143 shares; 2025Q1: 4,454 shares; 2025Q2: 7,325 shares; 2025Q3: 7,338 shares; 2025Q4: 7,490 shares; 2026Q1: 7,429 shares; 2026Q2: 7,374 shares 7,374 $1.48M 0.1% -55 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,534 shares; 2024Q4: 14,560 shares; 2025Q1: 14,668 shares; 2025Q2: 15,907 shares; 2025Q3: 15,719 shares; 2025Q4: 26,576 shares; 2026Q1: 26,576 shares; 2026Q2: 26,576 shares 26,576 $1.42M 0.1% 0 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: 7,179 shares; 2024Q4: 6,788 shares; 2025Q1: 7,164 shares; 2025Q2: 8,204 shares; 2025Q3: 8,638 shares; 2025Q4: 9,247 shares; 2026Q1: 9,201 shares; 2026Q2: 9,331 shares 9,331 $1.41M 0.1% +130 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,796 shares; 2024Q4: 7,406 shares; 2025Q1: 8,346 shares; 2025Q2: 8,492 shares; 2025Q3: 9,680 shares; 2025Q4: 9,903 shares; 2026Q1: 9,355 shares; 2026Q2: 12,561 shares 12,561 $1.37M 0.09% +3,206 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: 3,370 shares; 2024Q4: 3,480 shares; 2025Q1: 3,992 shares; 2025Q2: 4,461 shares; 2025Q3: 4,782 shares; 2025Q4: 4,227 shares; 2026Q1: 4,262 shares; 2026Q2: 4,543 shares 4,543 $1.35M 0.09% +281 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,478 shares; 2024Q4: 58,491 shares; 2025Q1: 58,491 shares; 2025Q2: 59,965 shares; 2025Q3: 59,894 shares; 2025Q4: 60,001 shares; 2026Q1: 59,899 shares; 2026Q2: 60,291 shares 60,291 $1.34M 0.09% +392 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: 3,385 shares; 2024Q4: 3,332 shares; 2025Q1: 3,347 shares; 2025Q2: 3,383 shares; 2025Q3: 3,411 shares; 2025Q4: 3,358 shares; 2026Q1: 3,369 shares; 2026Q2: 3,778 shares 3,778 $1.34M 0.09% +409 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: 10,984 shares; 2024Q4: 10,427 shares; 2025Q1: 10,429 shares; 2025Q2: 10,431 shares; 2025Q3: 10,180 shares; 2025Q4: 9,534 shares; 2026Q1: 9,535 shares; 2026Q2: 9,677 shares 9,677 $1.33M 0.09% +142 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: 3,371 shares; 2024Q4: 3,471 shares; 2025Q1: 11,974 shares; 2025Q2: 12,082 shares; 2025Q3: 11,975 shares; 2025Q4: 11,984 shares; 2026Q1: 11,987 shares; 2026Q2: 12,022 shares 12,022 $1.3M 0.09% +35 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: 1,279 shares; 2024Q4: 1,286 shares; 2025Q1: 2,518 shares; 2025Q2: 2,496 shares; 2025Q3: 6,488 shares; 2025Q4: 6,525 shares; 2026Q1: 8,912 shares; 2026Q2: 8,828 shares 8,828 $1.29M 0.09% -84 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,551 shares; 2024Q4: 18,101 shares; 2025Q1: 18,196 shares; 2025Q2: 15,638 shares; 2025Q3: 14,178 shares; 2025Q4: 12,916 shares; 2026Q1: 10,860 shares; 2026Q2: 10,586 shares 10,586 $1.29M 0.09% -274 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: 3,560 shares; 2024Q4: 3,695 shares; 2025Q1: 3,690 shares; 2025Q2: 3,897 shares; 2025Q3: 6,898 shares; 2025Q4: 6,899 shares; 2026Q1: 7,736 shares; 2026Q2: 7,731 shares 7,731 $1.27M 0.09% -5 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 12,272 shares; 2025Q3: 12,272 shares; 2025Q4: 12,280 shares; 2026Q1: 12,280 shares; 2026Q2: 10,712 shares 10,712 $1.27M 0.09% -1,568 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: 11,786 shares; 2024Q4: 11,694 shares; 2025Q1: 12,323 shares; 2025Q2: 13,114 shares; 2025Q3: 12,942 shares; 2025Q4: 13,589 shares; 2026Q1: 14,598 shares; 2026Q2: 15,048 shares 15,048 $1.24M 0.08% +450 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: 3,090 shares; 2024Q4: 7,044 shares; 2025Q1: 7,667 shares; 2025Q2: 7,953 shares; 2025Q3: 9,277 shares; 2025Q4: 10,553 shares; 2026Q1: 10,387 shares; 2026Q2: 10,633 shares 10,633 $1.24M 0.08% +246 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II 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: 47,381 shares; 2026Q2: 46,667 shares 46,667 $1.23M 0.08% -714 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: 17,496 shares; 2024Q4: 20,286 shares; 2025Q1: 20,339 shares; 2025Q2: 18,663 shares; 2025Q3: 12,426 shares; 2025Q4: 13,870 shares; 2026Q1: 13,805 shares; 2026Q2: 11,862 shares 11,862 $1.21M 0.08% -1,943 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: 5,862 shares; 2024Q4: 5,696 shares; 2025Q1: 6,066 shares; 2025Q2: 6,838 shares; 2025Q3: 6,738 shares; 2025Q4: 7,016 shares; 2026Q1: 6,451 shares; 2026Q2: 6,507 shares 6,507 $1.2M 0.08% +56 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,247 shares; 2024Q4: 27,741 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 32,561 shares 32,561 $1.2M 0.08% +2,561 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,017 shares; 2024Q4: 4,948 shares; 2025Q1: 11,535 shares; 2025Q2: 9,586 shares; 2025Q3: 9,544 shares; 2025Q4: 9,256 shares; 2026Q1: 9,069 shares; 2026Q2: 9,231 shares 9,231 $1.2M 0.08% +162 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: 5,075 shares; 2024Q4: 5,106 shares; 2025Q1: 5,269 shares; 2025Q2: 5,382 shares; 2025Q3: 5,389 shares; 2025Q4: 5,463 shares; 2026Q1: 5,001 shares; 2026Q2: 5,315 shares 5,315 $1.19M 0.08% +314 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: 2,281 shares; 2024Q4: 2,384 shares; 2025Q1: 3,519 shares; 2025Q2: 2,554 shares; 2025Q3: 3,520 shares; 2025Q4: 3,710 shares; 2026Q1: 3,628 shares; 2026Q2: 7,017 shares 7,017 $1.19M 0.08% +3,389 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: 4,998 shares; 2024Q4: 5,015 shares; 2025Q1: 5,084 shares; 2025Q2: 5,130 shares; 2025Q3: 5,235 shares; 2025Q4: 5,426 shares; 2026Q1: 5,294 shares; 2026Q2: 5,330 shares 5,330 $1.16M 0.08% +36 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,997 shares; 2024Q4: 9,872 shares; 2025Q1: 9,094 shares; 2025Q2: 9,101 shares; 2025Q3: 9,180 shares; 2025Q4: 8,692 shares; 2026Q1: 8,708 shares; 2026Q2: 10,194 shares 10,194 $1.15M 0.08% +1,486 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,323 shares; 2024Q4: 2,286 shares; 2025Q1: 2,422 shares; 2025Q2: 2,463 shares; 2025Q3: 2,307 shares; 2025Q4: 2,305 shares; 2026Q1: 2,303 shares; 2026Q2: 2,260 shares 2,260 $1.15M 0.08% -43 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: 8,075 shares; 2024Q4: 11,099 shares; 2025Q1: 9,189 shares; 2025Q2: 9,190 shares; 2025Q3: 9,190 shares; 2025Q4: 8,560 shares; 2026Q1: 9,893 shares; 2026Q2: 13,968 shares 13,968 $1.15M 0.08% +4,075 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: 15,073 shares; 2024Q4: 11,490 shares; 2025Q1: 12,928 shares; 2025Q2: 12,358 shares; 2025Q3: 12,126 shares; 2025Q4: 11,671 shares; 2026Q1: 11,614 shares; 2026Q2: 11,886 shares 11,886 $1.15M 0.08% +272 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: 524 shares; 2024Q4: 572 shares; 2025Q1: 670 shares; 2025Q2: 719 shares; 2025Q3: 732 shares; 2025Q4: 755 shares; 2026Q1: 754 shares; 2026Q2: 3,014 shares 3,014 $1.13M 0.08% +2,260 Timeline SCHH 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: 21,251 shares; 2024Q4: 24,534 shares; 2025Q1: 31,556 shares; 2025Q2: 37,928 shares; 2025Q3: 37,236 shares; 2025Q4: 39,766 shares; 2026Q1: 41,376 shares; 2026Q2: 47,278 shares 47,278 $1.12M 0.08% +5,902 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,000 shares; 2024Q4: 14,000 shares; 2025Q1: 44,150 shares; 2025Q2: 44,150 shares; 2025Q3: 64,150 shares; 2025Q4: 44,150 shares; 2026Q1: 14,150 shares; 2026Q2: 14,150 shares 14,150 $1.12M 0.08% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,353 shares; 2024Q4: 2,603 shares; 2025Q1: 2,473 shares; 2025Q2: 3,614 shares; 2025Q3: 3,507 shares; 2025Q4: 3,613 shares; 2026Q1: 3,456 shares; 2026Q2: 3,516 shares 3,516 $1.1M 0.08% +60 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: 52,998 shares; 2024Q4: 50,024 shares; 2025Q1: 52,129 shares; 2025Q2: 52,994 shares; 2025Q3: 55,762 shares; 2025Q4: 56,950 shares; 2026Q1: 51,827 shares; 2026Q2: 51,753 shares 51,753 $1.07M 0.07% -74 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,099 shares; 2025Q1: 1,235 shares; 2025Q2: 3,493 shares; 2025Q3: 3,309 shares; 2025Q4: 3,310 shares; 2026Q1: 3,830 shares; 2026Q2: 3,916 shares 3,916 $1.06M 0.07% +86 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: 7,324 shares; 2024Q4: 7,803 shares; 2025Q1: 7,985 shares; 2025Q2: 7,898 shares; 2025Q3: 7,348 shares; 2025Q4: 7,226 shares; 2026Q1: 7,284 shares; 2026Q2: 7,167 shares 7,167 $1.05M 0.07% -117 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: 18,487 shares; 2024Q4: 22,176 shares; 2025Q1: 21,353 shares; 2025Q2: 25,500 shares; 2025Q3: 24,086 shares; 2025Q4: 16,806 shares; 2026Q1: 16,713 shares; 2026Q2: 17,224 shares 17,224 $1.04M 0.07% +511 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: 14,099 shares; 2024Q4: 13,930 shares; 2025Q1: 13,838 shares; 2025Q2: 7,120 shares; 2025Q3: 7,120 shares; 2025Q4: 8,770 shares; 2026Q1: 7,552 shares; 2026Q2: 7,554 shares 7,554 $1.03M 0.07% +2 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: 2,821 shares; 2024Q4: 2,838 shares; 2025Q1: 2,966 shares; 2025Q2: 4,375 shares; 2025Q3: 4,491 shares; 2025Q4: 4,347 shares; 2026Q1: 4,274 shares; 2026Q2: 4,763 shares 4,763 $1.03M 0.07% +489 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: 1,286 shares; 2024Q4: 1,367 shares; 2025Q1: 1,129 shares; 2025Q2: 1,113 shares; 2025Q3: 1,443 shares; 2025Q4: 1,509 shares; 2026Q1: 1,454 shares; 2026Q2: 1,424 shares 1,424 $1.03M 0.07% -30 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: 17,562 shares; 2024Q4: 11,901 shares; 2025Q1: 12,190 shares; 2025Q2: 12,259 shares; 2025Q3: 12,148 shares; 2025Q4: 12,606 shares; 2026Q1: 11,953 shares; 2026Q2: 14,964 shares 14,964 $1.02M 0.07% +3,011 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: 1,709 shares; 2024Q4: 1,730 shares; 2025Q1: 1,976 shares; 2025Q2: 2,087 shares; 2025Q3: 2,142 shares; 2025Q4: 2,385 shares; 2026Q1: 2,539 shares; 2026Q2: 2,577 shares 2,577 $1.02M 0.07% +38 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: 3,778 shares; 2024Q4: 3,799 shares; 2025Q1: 3,975 shares; 2025Q2: 3,887 shares; 2025Q3: 3,743 shares; 2025Q4: 3,869 shares; 2026Q1: 3,944 shares; 2026Q2: 3,912 shares 3,912 $1.02M 0.07% -32 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,773 shares; 2024Q4: 12,637 shares; 2025Q1: 13,162 shares; 2025Q2: 13,259 shares; 2025Q3: 13,922 shares; 2025Q4: 16,302 shares; 2026Q1: 14,465 shares; 2026Q2: 14,036 shares 14,036 $1.01M 0.07% -429 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: 8,800 shares; 2024Q4: 6,854 shares; 2025Q1: 5,169 shares; 2025Q2: 5,195 shares; 2025Q3: 9,578 shares; 2025Q4: 15,244 shares; 2026Q1: 15,502 shares; 2026Q2: 15,837 shares 15,837 $996K 0.07% +335 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: 10,998 shares; 2024Q4: 32,095 shares; 2025Q1: 32,128 shares; 2025Q2: 30,975 shares; 2025Q3: 31,029 shares; 2025Q4: 30,521 shares; 2026Q1: 30,578 shares; 2026Q2: 33,839 shares 33,839 $996K 0.07% +3,261 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,083 shares; 2024Q4: 5,153 shares; 2025Q1: 5,094 shares; 2025Q2: 6,328 shares; 2025Q3: 6,156 shares; 2025Q4: 6,296 shares; 2026Q1: 6,097 shares; 2026Q2: 6,136 shares 6,136 $993K 0.07% +39 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,641 shares; 2024Q4: 2,657 shares; 2025Q1: 2,730 shares; 2025Q2: 6,140 shares; 2025Q3: 6,106 shares; 2025Q4: 6,180 shares; 2026Q1: 6,212 shares; 2026Q2: 6,175 shares 6,175 $987K 0.07% -37 Timeline SCHR 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: 4,961 shares; 2025Q1: 22,863 shares; 2025Q2: 25,973 shares; 2025Q3: 25,415 shares; 2025Q4: 33,144 shares; 2026Q1: 23,421 shares; 2026Q2: 39,943 shares 39,943 $985K 0.07% +16,522 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,132 shares; 2024Q4: 1,097 shares; 2025Q1: 1,142 shares; 2025Q2: 1,136 shares; 2025Q3: 1,070 shares; 2025Q4: 861 shares; 2026Q1: 825 shares; 2026Q2: 712 shares 712 $984K 0.07% -113 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,037 shares; 2024Q4: 3,053 shares; 2025Q1: 3,112 shares; 2025Q2: 3,162 shares; 2025Q3: 3,112 shares; 2025Q4: 3,143 shares; 2026Q1: 3,100 shares; 2026Q2: 3,099 shares 3,099 $975K 0.07% -1 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,190 shares; 2024Q4: 8,661 shares; 2025Q1: 8,781 shares; 2025Q2: 8,953 shares; 2025Q3: 8,450 shares; 2025Q4: 20,068 shares; 2026Q1: 17,850 shares; 2026Q2: 17,802 shares 17,802 $945K 0.06% -48 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: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 2,687 shares; 2025Q3: 2,687 shares; 2025Q4: 5,032 shares; 2026Q1: 5,032 shares; 2026Q2: 4,909 shares 4,909 $935K 0.06% -123 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: 613 shares; 2024Q4: 516 shares; 2025Q1: 540 shares; 2025Q2: 559 shares; 2025Q3: 725 shares; 2025Q4: 900 shares; 2026Q1: 904 shares; 2026Q2: 2,828 shares 2,828 $935K 0.06% +1,924 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: 2,523 shares; 2024Q4: 2,427 shares; 2025Q1: 2,505 shares; 2025Q2: 3,510 shares; 2025Q3: 3,484 shares; 2025Q4: 3,517 shares; 2026Q1: 3,300 shares; 2026Q2: 3,359 shares 3,359 $926K 0.06% +59 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,464 shares; 2024Q4: 174,826 shares; 2025Q1: 105,703 shares; 2025Q2: 60,266 shares; 2025Q3: 52,076 shares; 2025Q4: 41,824 shares; 2026Q1: 27,884 shares; 2026Q2: 26,669 shares 26,669 $920K 0.06% -1,215 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 18 shares; 2025Q3: 3,293 shares; 2025Q4: 3,303 shares; 2026Q1: 3,307 shares; 2026Q2: 3,311 shares 3,311 $896K 0.06% +4 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: 683 shares; 2024Q4: 752 shares; 2025Q1: 778 shares; 2025Q2: 922 shares; 2025Q3: 893 shares; 2025Q4: 930 shares; 2026Q1: 1,011 shares; 2026Q2: 1,138 shares 1,138 $868K 0.06% +127 Timeline GEW EA SERIES TRUST More: the full row for EA 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: 15,535 shares; 2025Q4: 15,535 shares; 2026Q1: 15,535 shares; 2026Q2: 15,535 shares 15,535 $850K 0.06% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,769 shares; 2024Q4: 2,843 shares; 2025Q1: 3,010 shares; 2025Q2: 3,961 shares; 2025Q3: 4,025 shares; 2025Q4: 4,187 shares; 2026Q1: 4,719 shares; 2026Q2: 4,796 shares 4,796 $846K 0.06% +77 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,522 shares; 2024Q4: 17,580 shares; 2025Q1: 17,798 shares; 2025Q2: 17,831 shares; 2025Q3: 17,434 shares; 2025Q4: 17,715 shares; 2026Q1: 17,738 shares; 2026Q2: 17,776 shares 17,776 $845K 0.06% +38 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: 8,231 shares; 2024Q4: 8,341 shares; 2025Q1: 11,305 shares; 2025Q2: 10,665 shares; 2025Q3: 10,885 shares; 2025Q4: 6,581 shares; 2026Q1: 5,603 shares; 2026Q2: 5,602 shares 5,602 $831K 0.06% -1 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,805 shares; 2024Q4: 1,890 shares; 2025Q1: 1,853 shares; 2025Q2: 1,953 shares; 2025Q3: 1,950 shares; 2025Q4: 1,994 shares; 2026Q1: 2,104 shares; 2026Q2: 2,511 shares 2,511 $829K 0.06% +407 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,295 shares; 2024Q4: 4,298 shares; 2025Q1: 4,314 shares; 2025Q2: 4,728 shares; 2025Q3: 4,736 shares; 2025Q4: 4,763 shares; 2026Q1: 4,744 shares; 2026Q2: 4,849 shares 4,849 $822K 0.06% +105 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: 6,479 shares; 2024Q4: 6,673 shares; 2025Q1: 6,140 shares; 2025Q2: 9,994 shares; 2025Q3: 9,329 shares; 2025Q4: 9,220 shares; 2026Q1: 8,841 shares; 2026Q2: 8,907 shares 8,907 $817K 0.06% +66 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,665 shares; 2024Q4: 21,377 shares; 2025Q1: 21,372 shares; 2025Q2: 23,079 shares; 2025Q3: 23,194 shares; 2025Q4: 19,434 shares; 2026Q1: 18,848 shares; 2026Q2: 19,188 shares 19,188 $812K 0.06% +340 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: 1,089 shares; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,165 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 1,152 shares; 2026Q2: 1,152 shares 1,152 $810K 0.06% 0 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: 3,693 shares; 2024Q4: 3,715 shares; 2025Q1: 4,457 shares; 2025Q2: 4,623 shares; 2025Q3: 4,587 shares; 2025Q4: 5,383 shares; 2026Q1: 5,576 shares; 2026Q2: 5,146 shares 5,146 $806K 0.06% -430 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,097 shares; 2024Q4: 6,924 shares; 2025Q1: 7,570 shares; 2025Q2: 7,730 shares; 2025Q3: 7,682 shares; 2025Q4: 7,613 shares; 2026Q1: 8,150 shares; 2026Q2: 7,837 shares 7,837 $801K 0.05% -313 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,464 shares; 2024Q4: 10,481 shares; 2025Q1: 11,367 shares; 2025Q2: 13,110 shares; 2025Q3: 12,221 shares; 2025Q4: 11,586 shares; 2026Q1: 11,724 shares; 2026Q2: 13,810 shares 13,810 $799K 0.05% +2,086 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,333 shares; 2024Q4: 37,550 shares; 2025Q1: 37,550 shares; 2025Q2: 40,602 shares; 2025Q3: 40,379 shares; 2025Q4: 40,859 shares; 2026Q1: 41,226 shares; 2026Q2: 41,638 shares 41,638 $796K 0.05% +412 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: 3,911 shares; 2024Q4: 3,932 shares; 2025Q1: 3,860 shares; 2025Q2: 3,704 shares; 2025Q3: 4,052 shares; 2025Q4: 4,456 shares; 2026Q1: 4,287 shares; 2026Q2: 4,138 shares 4,138 $788K 0.05% -149 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: 4,408 shares; 2024Q4: 4,178 shares; 2025Q1: 3,940 shares; 2025Q2: 6,176 shares; 2025Q3: 6,028 shares; 2025Q4: 6,057 shares; 2026Q1: 7,870 shares; 2026Q2: 8,629 shares 8,629 $787K 0.05% +759 Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $780K 0.05% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,874 shares; 2024Q4: 12,285 shares; 2025Q1: 11,512 shares; 2025Q2: 11,507 shares; 2025Q3: 11,508 shares; 2025Q4: 7,509 shares; 2026Q1: 8,747 shares; 2026Q2: 11,111 shares 11,111 $777K 0.05% +2,364 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: 8,167 shares; 2024Q4: 8,087 shares; 2025Q1: 7,646 shares; 2025Q2: 8,065 shares; 2025Q3: 8,216 shares; 2025Q4: 8,553 shares; 2026Q1: 8,575 shares; 2026Q2: 8,386 shares 8,386 $774K 0.05% -189 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,471 shares; 2024Q4: 19,725 shares; 2025Q1: 18,962 shares; 2025Q2: 18,962 shares; 2025Q3: 18,962 shares; 2025Q4: 19,180 shares; 2026Q1: 19,180 shares; 2026Q2: 17,659 shares 17,659 $768K 0.05% -1,521 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: 6,037 shares; 2024Q4: 6,047 shares; 2025Q1: 5,831 shares; 2025Q2: 5,958 shares; 2025Q3: 6,111 shares; 2025Q4: 6,241 shares; 2026Q1: 6,063 shares; 2026Q2: 6,035 shares 6,035 $764K 0.05% -28 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313 shares; 2024Q4: 333 shares; 2025Q1: 442 shares; 2025Q2: 465 shares; 2025Q3: 473 shares; 2025Q4: 487 shares; 2026Q1: 508 shares; 2026Q2: 2,579 shares 2,579 $761K 0.05% +2,071 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: 3,228 shares; 2024Q4: 4,040 shares; 2025Q1: 19,434 shares; 2025Q2: 20,735 shares; 2025Q3: 18,288 shares; 2025Q4: 15,070 shares; 2026Q1: 14,943 shares; 2026Q2: 15,035 shares 15,035 $760K 0.05% +92 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,207 shares; 2024Q4: 7,350 shares; 2025Q1: 7,439 shares; 2025Q2: 8,376 shares; 2025Q3: 7,916 shares; 2025Q4: 7,746 shares; 2026Q1: 7,923 shares; 2026Q2: 7,262 shares 7,262 $755K 0.05% -661 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441 shares; 2024Q4: 290 shares; 2025Q1: 1,251 shares; 2025Q2: 1,184 shares; 2025Q3: 1,102 shares; 2025Q4: 1,321 shares; 2026Q1: 1,169 shares; 2026Q2: 1,445 shares 1,445 $745K 0.05% +276 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: 7,362 shares; 2024Q4: 6,527 shares; 2025Q1: 6,517 shares; 2025Q2: 6,760 shares; 2025Q3: 6,487 shares; 2025Q4: 5,811 shares; 2026Q1: 5,625 shares; 2026Q2: 5,681 shares 5,681 $742K 0.05% +56 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 11,013 shares; 2025Q3: 11,042 shares; 2025Q4: 11,092 shares; 2026Q1: 11,107 shares; 2026Q2: 11,131 shares 11,131 $740K 0.05% +24 Timeline NUSA NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,700 shares; 2024Q4: 26,023 shares; 2025Q1: 26,209 shares; 2025Q2: 26,470 shares; 2025Q3: 26,725 shares; 2025Q4: 29,210 shares; 2026Q1: 29,384 shares; 2026Q2: 31,836 shares 31,836 $738K 0.05% +2,452 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: 2,182 shares; 2025Q1: 2,470 shares; 2025Q2: 2,654 shares; 2025Q3: 2,731 shares; 2025Q4: 4,408 shares; 2026Q1: 4,154 shares; 2026Q2: 4,340 shares 4,340 $737K 0.05% +186 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,991 shares; 2024Q4: 2,953 shares; 2025Q1: 2,950 shares; 2025Q2: 3,232 shares; 2025Q3: 3,182 shares; 2025Q4: 3,111 shares; 2026Q1: 3,089 shares; 2026Q2: 3,110 shares 3,110 $734K 0.05% +21 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: 220 shares; 2024Q4: 169 shares; 2025Q1: 223 shares; 2025Q2: 218 shares; 2025Q3: 255 shares; 2025Q4: 285 shares; 2026Q1: 357 shares; 2026Q2: 364 shares 364 $724K 0.05% +7 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: 3,051 shares; 2024Q4: 3,051 shares; 2025Q1: 3,051 shares; 2025Q2: 3,273 shares; 2025Q3: 3,273 shares; 2025Q4: 3,273 shares; 2026Q1: 3,273 shares; 2026Q2: 3,333 shares 3,333 $709K 0.05% +60 Timeline DFCF 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: 9,022 shares; 2024Q4: 9,022 shares; 2025Q1: 9,022 shares; 2025Q2: 9,022 shares; 2025Q3: 9,022 shares; 2025Q4: 15,882 shares; 2026Q1: 16,152 shares; 2026Q2: 16,687 shares 16,687 $704K 0.05% +535 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,946 shares; 2024Q4: 1,952 shares; 2025Q1: 1,973 shares; 2025Q2: 2,542 shares; 2025Q3: 2,545 shares; 2025Q4: 2,802 shares; 2026Q1: 2,593 shares; 2026Q2: 2,497 shares 2,497 $696K 0.05% -96 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,283 shares; 2024Q4: 1,516 shares; 2025Q1: 1,601 shares; 2025Q2: 1,945 shares; 2025Q3: 1,868 shares; 2025Q4: 1,986 shares; 2026Q1: 1,821 shares; 2026Q2: 5,627 shares 5,627 $693K 0.05% +3,806 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: 16,010 shares; 2024Q4: 16,140 shares; 2025Q1: 16,311 shares; 2025Q2: 16,301 shares; 2025Q3: 16,301 shares; 2025Q4: 16,393 shares; 2026Q1: 16,393 shares; 2026Q2: 14,376 shares 14,376 $692K 0.05% -2,017 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: 9,033 shares; 2024Q4: 17,921 shares; 2025Q1: 19,285 shares; 2025Q2: 19,288 shares; 2025Q3: 19,301 shares; 2025Q4: 19,111 shares; 2026Q1: 19,117 shares; 2026Q2: 19,127 shares 19,127 $691K 0.05% +10 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: 897 shares; 2024Q4: 867 shares; 2025Q1: 965 shares; 2025Q2: 988 shares; 2025Q3: 1,275 shares; 2025Q4: 1,294 shares; 2026Q1: 1,311 shares; 2026Q2: 1,397 shares 1,397 $686K 0.05% +86 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,027 shares; 2024Q4: 1,026 shares; 2025Q1: 1,069 shares; 2025Q2: 1,400 shares; 2025Q3: 1,342 shares; 2025Q4: 1,380 shares; 2026Q1: 1,368 shares; 2026Q2: 1,347 shares 1,347 $686K 0.05% -21 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,382 shares; 2024Q4: 1,499 shares; 2025Q1: 1,580 shares; 2025Q2: 1,650 shares; 2025Q3: 2,027 shares; 2025Q4: 2,618 shares; 2026Q1: 2,048 shares; 2026Q2: 8,515 shares 8,515 $686K 0.05% +6,467 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: not reported; 2024Q4: 8,816 shares; 2025Q1: 8,816 shares; 2025Q2: 8,816 shares; 2025Q3: 8,816 shares; 2025Q4: 8,816 shares; 2026Q1: 8,816 shares; 2026Q2: 8,816 shares 8,816 $686K 0.05% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,512 shares; 2024Q4: 32,117 shares; 2025Q1: 31,713 shares; 2025Q2: 32,064 shares; 2025Q3: 30,949 shares; 2025Q4: 23,626 shares; 2026Q1: 30,590 shares; 2026Q2: 27,780 shares 27,780 $682K 0.05% -2,810 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 61 shares; 2025Q2: 67 shares; 2025Q3: 132 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 4,027 shares 4,027 $680K 0.05% +3,877 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: 6,314 shares; 2024Q4: 6,447 shares; 2025Q1: 6,549 shares; 2025Q2: 6,773 shares; 2025Q3: 6,825 shares; 2025Q4: 6,722 shares; 2026Q1: 6,495 shares; 2026Q2: 7,069 shares 7,069 $680K 0.05% +574 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,886 shares; 2024Q4: 17,006 shares; 2025Q1: 11,694 shares; 2025Q2: 12,047 shares; 2025Q3: 7,057 shares; 2025Q4: 7,153 shares; 2026Q1: 7,185 shares; 2026Q2: 7,262 shares 7,262 $678K 0.05% +77 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,038 shares; 2024Q4: 2,336 shares; 2025Q1: 2,308 shares; 2025Q2: 2,834 shares; 2025Q3: 3,245 shares; 2025Q4: 3,413 shares; 2026Q1: 2,923 shares; 2026Q2: 2,954 shares 2,954 $658K 0.04% +31 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296 shares; 2024Q4: 2,171 shares; 2025Q1: 2,613 shares; 2025Q2: 3,990 shares; 2025Q3: 5,048 shares; 2025Q4: 5,018 shares; 2026Q1: 4,043 shares; 2026Q2: 4,110 shares 4,110 $652K 0.04% +67 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: 9,929 shares; 2024Q4: 9,383 shares; 2025Q1: 9,829 shares; 2025Q2: 11,039 shares; 2025Q3: 11,623 shares; 2025Q4: 11,409 shares; 2026Q1: 12,612 shares; 2026Q2: 12,501 shares 12,501 $623K 0.04% -111 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,636 shares; 2024Q4: 25,703 shares; 2025Q1: 25,879 shares; 2025Q2: 20,437 shares; 2025Q3: 20,491 shares; 2025Q4: 20,234 shares; 2026Q1: 20,257 shares; 2026Q2: 20,304 shares 20,304 $619K 0.04% +47 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,437 shares; 2024Q4: 1,621 shares; 2025Q1: 2,137 shares; 2025Q2: 5,637 shares; 2025Q3: 5,960 shares; 2025Q4: 5,671 shares; 2026Q1: 5,671 shares; 2026Q2: 5,812 shares 5,812 $619K 0.04% +141 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 2,408 shares; 2025Q3: 2,408 shares; 2025Q4: 2,426 shares; 2026Q1: 2,426 shares; 2026Q2: 2,426 shares 2,426 $612K 0.04% 0 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: 1,066 shares; 2024Q4: 1,039 shares; 2025Q1: 1,173 shares; 2025Q2: 978 shares; 2025Q3: 1,290 shares; 2025Q4: 1,382 shares; 2026Q1: 1,224 shares; 2026Q2: 1,217 shares 1,217 $610K 0.04% -7 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,567 shares 3,567 $609K 0.04% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,063 shares; 2024Q4: 3,849 shares; 2025Q1: 4,075 shares; 2025Q2: 5,120 shares; 2025Q3: 4,045 shares; 2025Q4: 4,272 shares; 2026Q1: 4,283 shares; 2026Q2: 4,406 shares 4,406 $597K 0.04% +123 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467 shares; 2024Q4: 447 shares; 2025Q1: 601 shares; 2025Q2: 654 shares; 2025Q3: 725 shares; 2025Q4: 766 shares; 2026Q1: 773 shares; 2026Q2: 782 shares 782 $591K 0.04% +9 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: 3,919 shares; 2024Q4: 4,174 shares; 2025Q1: 4,458 shares; 2025Q2: 4,812 shares; 2025Q3: 5,064 shares; 2025Q4: 5,416 shares; 2026Q1: 5,159 shares; 2026Q2: 7,897 shares 7,897 $587K 0.04% +2,738 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 824 shares; 2025Q1: 844 shares; 2025Q2: 2,779 shares; 2025Q3: 2,837 shares; 2025Q4: 2,806 shares; 2026Q1: 2,803 shares; 2026Q2: 2,794 shares 2,794 $585K 0.04% -9 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,210 shares; 2024Q4: 3,210 shares; 2025Q1: 3,935 shares; 2025Q2: 3,151 shares; 2025Q3: 2,967 shares; 2025Q4: 2,967 shares; 2026Q1: 2,943 shares; 2026Q2: 2,943 shares 2,943 $582K 0.04% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,476 shares; 2024Q4: 4,489 shares; 2025Q1: 4,684 shares; 2025Q2: 4,761 shares; 2025Q3: 5,072 shares; 2025Q4: 5,296 shares; 2026Q1: 4,081 shares; 2026Q2: 4,137 shares 4,137 $566K 0.04% +56 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: 4,698 shares; 2024Q4: 5,130 shares; 2025Q1: 5,551 shares; 2025Q2: 7,160 shares; 2025Q3: 7,575 shares; 2025Q4: 8,697 shares; 2026Q1: 8,092 shares; 2026Q2: 7,788 shares 7,788 $562K 0.04% -304 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: 12,031 shares; 2024Q4: 24,435 shares; 2025Q1: 23,152 shares; 2025Q2: 19,783 shares; 2025Q3: 18,610 shares; 2025Q4: 18,888 shares; 2026Q1: 18,882 shares; 2026Q2: 20,152 shares 20,152 $558K 0.04% +1,270 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496 shares; 2024Q4: 626 shares; 2025Q1: 1,244 shares; 2025Q2: 1,066 shares; 2025Q3: 680 shares; 2025Q4: 5,780 shares; 2026Q1: 5,751 shares; 2026Q2: 5,865 shares 5,865 $557K 0.04% +114 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,515 shares; 2024Q4: 3,658 shares; 2025Q1: 3,719 shares; 2025Q2: 3,571 shares; 2025Q3: 3,542 shares; 2025Q4: 3,560 shares; 2026Q1: 3,578 shares; 2026Q2: 3,585 shares 3,585 $556K 0.04% +7 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,757 shares; 2024Q4: 9,057 shares; 2025Q1: 7,721 shares; 2025Q2: 7,661 shares; 2025Q3: 7,187 shares; 2025Q4: 7,231 shares; 2026Q1: 7,594 shares; 2026Q2: 7,238 shares 7,238 $547K 0.04% -356 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,558 shares; 2024Q4: 19,558 shares; 2025Q1: 18,336 shares; 2025Q2: 18,336 shares; 2025Q3: 17,075 shares; 2025Q4: 17,075 shares; 2026Q1: 14,770 shares; 2026Q2: 14,770 shares 14,770 $544K 0.04% 0 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: 656 shares; 2024Q4: 1,078 shares; 2025Q1: 1,251 shares; 2025Q2: 1,016 shares; 2025Q3: 1,016 shares; 2025Q4: 1,317 shares; 2026Q1: 1,074 shares; 2026Q2: 2,209 shares 2,209 $544K 0.04% +1,135 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: 2,790 shares; 2024Q4: 3,007 shares; 2025Q1: 3,121 shares; 2025Q2: 3,916 shares; 2025Q3: 4,116 shares; 2025Q4: 4,230 shares; 2026Q1: 4,177 shares; 2026Q2: 4,302 shares 4,302 $544K 0.04% +125 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: 5,600 shares; 2024Q4: 5,069 shares; 2025Q1: 5,104 shares; 2025Q2: 5,227 shares; 2025Q3: 4,561 shares; 2025Q4: 4,967 shares; 2026Q1: 4,846 shares; 2026Q2: 5,211 shares 5,211 $539K 0.04% +365 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,416 shares; 2024Q4: 4,829 shares; 2025Q1: 3,959 shares; 2025Q2: 3,809 shares; 2025Q3: 4,346 shares; 2025Q4: 4,347 shares; 2026Q1: 4,349 shares; 2026Q2: 4,302 shares 4,302 $537K 0.04% -47 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,030 shares; 2024Q4: 2,865 shares; 2025Q1: 2,775 shares; 2025Q2: 2,906 shares; 2025Q3: 2,673 shares; 2025Q4: 2,695 shares; 2026Q1: 2,765 shares; 2026Q2: 3,424 shares 3,424 $536K 0.04% +659 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 10,271 shares; 2025Q3: 10,367 shares; 2025Q4: 10,367 shares; 2026Q1: 10,367 shares; 2026Q2: 10,367 shares 10,367 $529K 0.04% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,275 shares; 2024Q4: 1,276 shares; 2025Q1: 1,265 shares; 2025Q2: 1,282 shares; 2025Q3: 1,275 shares; 2025Q4: 1,690 shares; 2026Q1: 1,499 shares; 2026Q2: 4,184 shares 4,184 $528K 0.04% +2,685 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 518 shares; 2025Q3: 573 shares; 2025Q4: 582 shares; 2026Q1: 824 shares; 2026Q2: 818 shares 818 $527K 0.04% -6 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: 1,793 shares; 2024Q4: 1,804 shares; 2025Q1: 1,665 shares; 2025Q2: 1,585 shares; 2025Q3: 1,487 shares; 2025Q4: 1,699 shares; 2026Q1: 1,326 shares; 2026Q2: 1,412 shares 1,412 $523K 0.04% +86 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,769 shares; 2024Q4: 5,019 shares; 2025Q1: 4,476 shares; 2025Q2: 3,448 shares; 2025Q3: 3,628 shares; 2025Q4: 3,745 shares; 2026Q1: 4,080 shares; 2026Q2: 4,430 shares 4,430 $521K 0.04% +350 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,484 shares; 2024Q4: 2,995 shares; 2025Q1: 2,353 shares; 2025Q2: 2,455 shares; 2025Q3: 2,389 shares; 2025Q4: 2,448 shares; 2026Q1: 2,438 shares; 2026Q2: 2,438 shares 2,438 $519K 0.04% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,291 shares; 2024Q4: 1,303 shares; 2025Q1: 1,426 shares; 2025Q2: 1,575 shares; 2025Q3: 1,655 shares; 2025Q4: 1,715 shares; 2026Q1: 1,830 shares; 2026Q2: 2,075 shares 2,075 $515K 0.04% +245 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: 415 shares; 2024Q4: 421 shares; 2025Q1: 504 shares; 2025Q2: 515 shares; 2025Q3: 534 shares; 2025Q4: 520 shares; 2026Q1: 516 shares; 2026Q2: 525 shares 525 $514K 0.04% +9 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,391 shares; 2024Q4: 1,437 shares; 2025Q1: 1,578 shares; 2025Q2: 1,865 shares; 2025Q3: 1,928 shares; 2025Q4: 1,977 shares; 2026Q1: 2,034 shares; 2026Q2: 2,233 shares 2,233 $507K 0.03% +199 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,588 shares; 2024Q4: 5,234 shares; 2025Q1: 5,228 shares; 2025Q2: 5,221 shares; 2025Q3: 5,213 shares; 2025Q4: 5,217 shares; 2026Q1: 4,884 shares; 2026Q2: 4,882 shares 4,882 $503K 0.03% -2 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 487 shares; 2025Q1: 1,164 shares; 2025Q2: 1,178 shares; 2025Q3: 1,191 shares; 2025Q4: 1,449 shares; 2026Q1: 1,212 shares; 2026Q2: 1,272 shares 1,272 $496K 0.03% +60 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: 647 shares; 2024Q4: 642 shares; 2025Q1: 723 shares; 2025Q2: 4,511 shares; 2025Q3: 4,582 shares; 2025Q4: 4,103 shares; 2026Q1: 4,096 shares; 2026Q2: 4,082 shares 4,082 $495K 0.03% -14 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,901 shares; 2024Q4: 20,898 shares; 2025Q1: 21,036 shares; 2025Q2: 20,898 shares; 2025Q3: 40,902 shares; 2025Q4: 20,954 shares; 2026Q1: 21,101 shares; 2026Q2: 21,743 shares 21,743 $495K 0.03% +642 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,690 shares; 2024Q4: 1,649 shares; 2025Q1: 1,682 shares; 2025Q2: 2,138 shares; 2025Q3: 2,149 shares; 2025Q4: 2,189 shares; 2026Q1: 2,193 shares; 2026Q2: 2,194 shares 2,194 $489K 0.03% +1 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 2,178 shares 2,178 $488K 0.03% new 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: 728 shares; 2024Q4: 747 shares; 2025Q1: 850 shares; 2025Q2: 955 shares; 2025Q3: 1,090 shares; 2025Q4: 1,175 shares; 2026Q1: 1,202 shares; 2026Q2: 1,225 shares 1,225 $487K 0.03% +23 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 926 shares; 2024Q4: 1,272 shares; 2025Q1: 1,695 shares; 2025Q2: 1,742 shares; 2025Q3: 1,006 shares; 2025Q4: 1,051 shares; 2026Q1: 992 shares; 2026Q2: 1,129 shares 1,129 $487K 0.03% +137 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 845 shares; 2024Q4: 848 shares; 2025Q1: 1,020 shares; 2025Q2: 1,224 shares; 2025Q3: 1,185 shares; 2025Q4: 1,140 shares; 2026Q1: 1,057 shares; 2026Q2: 1,055 shares 1,055 $484K 0.03% -2 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,583 shares; 2024Q4: 1,598 shares; 2025Q1: 1,677 shares; 2025Q2: 1,748 shares; 2025Q3: 1,746 shares; 2025Q4: 1,784 shares; 2026Q1: 1,808 shares; 2026Q2: 1,702 shares 1,702 $482K 0.03% -106 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,314 shares; 2024Q4: 2,152 shares; 2025Q1: 2,190 shares; 2025Q2: 2,355 shares; 2025Q3: 2,172 shares; 2025Q4: 2,201 shares; 2026Q1: 2,128 shares; 2026Q2: 2,329 shares 2,329 $477K 0.03% +201 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 425 shares; 2025Q1: 438 shares; 2025Q2: 425 shares; 2025Q3: 378 shares; 2025Q4: 492 shares; 2026Q1: 494 shares; 2026Q2: 3,960 shares 3,960 $473K 0.03% +3,466 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: 6,531 shares; 2024Q4: 6,472 shares; 2025Q1: 6,894 shares; 2025Q2: 7,389 shares; 2025Q3: 6,922 shares; 2025Q4: 7,565 shares; 2026Q1: 7,119 shares; 2026Q2: 6,009 shares 6,009 $470K 0.03% -1,110 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: 2,991 shares; 2024Q4: 2,203 shares; 2025Q1: 3,340 shares; 2025Q2: 4,313 shares; 2025Q3: 3,689 shares; 2025Q4: 3,726 shares; 2026Q1: 4,483 shares; 2026Q2: 4,337 shares 4,337 $466K 0.03% -146 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,109 shares; 2024Q4: 1,200 shares; 2025Q1: 1,288 shares; 2025Q2: 1,440 shares; 2025Q3: 1,779 shares; 2025Q4: 2,058 shares; 2026Q1: 2,148 shares; 2026Q2: 2,109 shares 2,109 $466K 0.03% -39 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 1,231 shares; 2025Q1: 1,267 shares; 2025Q2: 1,318 shares; 2025Q3: 1,332 shares; 2025Q4: 1,258 shares; 2026Q1: 1,314 shares; 2026Q2: 1,290 shares 1,290 $463K 0.03% -24 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,290 shares; 2024Q4: 3,461 shares; 2025Q1: 3,616 shares; 2025Q2: 3,141 shares; 2025Q3: 2,904 shares; 2025Q4: 3,171 shares; 2026Q1: 3,322 shares; 2026Q2: 3,232 shares 3,232 $463K 0.03% -90 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 88 shares; 2025Q2: 101 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 111 shares; 2026Q2: 2,558 shares 2,558 $456K 0.03% +2,447 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,478 shares; 2024Q4: 1,800 shares; 2025Q1: 4,159 shares; 2025Q2: 4,015 shares; 2025Q3: 3,648 shares; 2025Q4: 3,759 shares; 2026Q1: 4,890 shares; 2026Q2: 5,790 shares 5,790 $453K 0.03% +900 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 734 shares; 2024Q4: 878 shares; 2025Q1: 1,208 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 5,528 shares; 2026Q1: 5,324 shares; 2026Q2: 5,404 shares 5,404 $450K 0.03% +80 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 2,028 shares 2,028 $448K 0.03% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,073 shares; 2024Q4: 1,854 shares; 2025Q1: 1,980 shares; 2025Q2: 2,048 shares; 2025Q3: 3,298 shares; 2025Q4: 3,262 shares; 2026Q1: 3,258 shares; 2026Q2: 2,487 shares 2,487 $447K 0.03% -771 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,372 shares; 2024Q4: 1,393 shares; 2025Q1: 1,430 shares; 2025Q2: 1,564 shares; 2025Q3: 1,562 shares; 2025Q4: 1,458 shares; 2026Q1: 1,399 shares; 2026Q2: 1,407 shares 1,407 $447K 0.03% +8 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 5,677 shares; 2025Q3: 5,704 shares; 2025Q4: 15,674 shares; 2026Q1: 20,670 shares; 2026Q2: 20,733 shares 20,733 $445K 0.03% +63 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,978 shares; 2024Q4: 3,043 shares; 2025Q1: 3,043 shares; 2025Q2: 3,043 shares; 2025Q3: 2,978 shares; 2025Q4: 2,978 shares; 2026Q1: 2,978 shares; 2026Q2: 2,994 shares 2,994 $442K 0.03% +16 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,495 shares; 2024Q4: 4,208 shares; 2025Q1: 4,334 shares; 2025Q2: 3,622 shares; 2025Q3: 3,837 shares; 2025Q4: 3,924 shares; 2026Q1: 3,895 shares; 2026Q2: 3,782 shares 3,782 $440K 0.03% -113 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,975 shares; 2024Q4: 11,975 shares; 2025Q1: 11,975 shares; 2025Q2: 11,975 shares; 2025Q3: 14,491 shares; 2025Q4: 14,491 shares; 2026Q1: 14,491 shares; 2026Q2: 14,491 shares 14,491 $440K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,663 shares; 2024Q4: 2,663 shares; 2025Q1: 2,699 shares; 2025Q2: 2,725 shares; 2025Q3: 2,717 shares; 2025Q4: 2,805 shares; 2026Q1: 2,917 shares; 2026Q2: 3,032 shares 3,032 $438K 0.03% +115 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,164 shares; 2024Q4: 5,026 shares; 2025Q1: 5,318 shares; 2025Q2: 4,482 shares; 2025Q3: 4,257 shares; 2025Q4: 5,418 shares; 2026Q1: 4,254 shares; 2026Q2: 5,016 shares 5,016 $436K 0.03% +762 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: 190 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 1,223 shares; 2025Q3: 1,223 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares; 2026Q2: 1,183 shares 1,183 $436K 0.03% 0 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: 11,691 shares; 2024Q4: 9,414 shares; 2025Q1: 9,315 shares; 2025Q2: 9,093 shares; 2025Q3: 9,020 shares; 2025Q4: 8,979 shares; 2026Q1: 8,523 shares; 2026Q2: 6,442 shares 6,442 $433K 0.03% -2,081 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 32 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,112 shares; 2026Q1: 1,090 shares; 2026Q2: 1,090 shares 1,090 $427K 0.03% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,009 shares; 2024Q4: 1,198 shares; 2025Q1: 1,540 shares; 2025Q2: 1,947 shares; 2025Q3: 1,770 shares; 2025Q4: 1,791 shares; 2026Q1: 1,750 shares; 2026Q2: 1,793 shares 1,793 $426K 0.03% +43 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: 2,545 shares; 2024Q4: 7,652 shares; 2025Q1: 20,726 shares; 2025Q2: 20,735 shares; 2025Q3: 17,983 shares; 2025Q4: 17,629 shares; 2026Q1: 17,528 shares; 2026Q2: 14,640 shares 14,640 $424K 0.03% -2,888 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324 shares; 2024Q4: 329 shares; 2025Q1: 376 shares; 2025Q2: 447 shares; 2025Q3: 378 shares; 2025Q4: 371 shares; 2026Q1: 384 shares; 2026Q2: 406 shares 406 $423K 0.03% +22 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 74 shares; 2025Q1: 235 shares; 2025Q2: 765 shares; 2025Q3: 536 shares; 2025Q4: 508 shares; 2026Q1: 508 shares; 2026Q2: 505 shares 505 $419K 0.03% -3 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 5,846 shares; 2025Q2: 5,666 shares; 2025Q3: 5,054 shares; 2025Q4: 4,420 shares; 2026Q1: 4,017 shares; 2026Q2: 2,413 shares 2,413 $419K 0.03% -1,604 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,092 shares; 2024Q4: 7,481 shares; 2025Q1: 8,873 shares; 2025Q2: 8,910 shares; 2025Q3: 8,616 shares; 2025Q4: 6,355 shares; 2026Q1: 17,327 shares; 2026Q2: 15,228 shares 15,228 $417K 0.03% -2,099 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 520 shares; 2025Q1: 659 shares; 2025Q2: 1,203 shares; 2025Q3: 928 shares; 2025Q4: 880 shares; 2026Q1: 807 shares; 2026Q2: 844 shares 844 $414K 0.03% +37 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,453 shares; 2024Q4: 3,653 shares; 2025Q1: 3,453 shares; 2025Q2: 3,453 shares; 2025Q3: 3,453 shares; 2025Q4: 3,453 shares; 2026Q1: 3,504 shares; 2026Q2: 3,514 shares 3,514 $413K 0.03% +10 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978 shares; 2024Q4: 934 shares; 2025Q1: 1,177 shares; 2025Q2: 1,158 shares; 2025Q3: 3,506 shares; 2025Q4: 3,533 shares; 2026Q1: 5,292 shares; 2026Q2: 5,902 shares 5,902 $412K 0.03% +610 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,706 shares; 2025Q3: 5,706 shares; 2025Q4: 5,706 shares; 2026Q1: 5,706 shares; 2026Q2: 7,857 shares 7,857 $412K 0.03% +2,151 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,035 shares; 2024Q4: 3,167 shares; 2025Q1: 3,290 shares; 2025Q2: 3,362 shares; 2025Q3: 3,590 shares; 2025Q4: 3,718 shares; 2026Q1: 3,496 shares; 2026Q2: 3,506 shares 3,506 $411K 0.03% +10 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,512 shares; 2024Q4: 1,408 shares; 2025Q1: 1,431 shares; 2025Q2: 1,647 shares; 2025Q3: 1,739 shares; 2025Q4: 1,771 shares; 2026Q1: 1,855 shares; 2026Q2: 1,900 shares 1,900 $411K 0.03% +45 Timeline HEI 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: 2,126 shares; 2024Q4: 1,925 shares; 2025Q1: 1,805 shares; 2025Q2: 1,537 shares; 2025Q3: 1,351 shares; 2025Q4: 1,387 shares; 2026Q1: 1,171 shares; 2026Q2: 1,150 shares 1,150 $410K 0.03% -21 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 714 shares; 2024Q4: 706 shares; 2025Q1: 714 shares; 2025Q2: 930 shares; 2025Q3: 1,004 shares; 2025Q4: 4,165 shares; 2026Q1: 4,872 shares; 2026Q2: 4,099 shares 4,099 $407K 0.03% -773 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556 shares; 2024Q4: 502 shares; 2025Q1: 518 shares; 2025Q2: 1,097 shares; 2025Q3: 1,098 shares; 2025Q4: 1,062 shares; 2026Q1: 1,187 shares; 2026Q2: 1,295 shares 1,295 $407K 0.03% +108 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 703 shares; 2024Q4: 707 shares; 2025Q1: 737 shares; 2025Q2: 733 shares; 2025Q3: 780 shares; 2025Q4: 882 shares; 2026Q1: 992 shares; 2026Q2: 972 shares 972 $404K 0.03% -20 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,699 shares; 2024Q4: 3,505 shares; 2025Q1: 3,616 shares; 2025Q2: 5,913 shares; 2025Q3: 5,790 shares; 2025Q4: 5,464 shares; 2026Q1: 5,491 shares; 2026Q2: 5,472 shares 5,472 $401K 0.03% -19 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,895 shares; 2024Q4: 4,895 shares; 2025Q1: 5,069 shares; 2025Q2: 5,069 shares; 2025Q3: 4,556 shares; 2025Q4: 3,849 shares; 2026Q1: 3,428 shares; 2026Q2: 3,428 shares 3,428 $401K 0.03% 0 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: 1,041 shares; 2024Q4: 1,053 shares; 2025Q1: 1,056 shares; 2025Q2: 1,206 shares; 2025Q3: 1,265 shares; 2025Q4: 1,450 shares; 2026Q1: 1,314 shares; 2026Q2: 4,859 shares 4,859 $398K 0.03% +3,545 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,460 shares; 2024Q4: 8,842 shares; 2025Q1: 7,590 shares; 2025Q2: 7,590 shares; 2025Q3: 7,515 shares; 2025Q4: 7,197 shares; 2026Q1: 7,805 shares; 2026Q2: 7,372 shares 7,372 $398K 0.03% -433 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: 3,151 shares; 2024Q4: 3,151 shares; 2025Q1: 3,384 shares; 2025Q2: 3,151 shares; 2025Q3: 2,624 shares; 2025Q4: 2,624 shares; 2026Q1: 2,556 shares; 2026Q2: 3,337 shares 3,337 $397K 0.03% +781 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,042 shares; 2024Q4: 1,026 shares; 2025Q1: 1,225 shares; 2025Q2: 2,034 shares; 2025Q3: 1,641 shares; 2025Q4: 1,667 shares; 2026Q1: 1,681 shares; 2026Q2: 1,726 shares 1,726 $396K 0.03% +45 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 8,549 shares; 2025Q2: 8,587 shares; 2025Q3: 8,587 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $395K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 858 shares; 2024Q4: 1,052 shares; 2025Q1: 1,125 shares; 2025Q2: 1,660 shares; 2025Q3: 1,430 shares; 2025Q4: 1,313 shares; 2026Q1: 1,278 shares; 2026Q2: 1,329 shares 1,329 $390K 0.03% +51 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: 502 shares; 2024Q4: 590 shares; 2025Q1: 591 shares; 2025Q2: 2,610 shares; 2025Q3: 2,630 shares; 2025Q4: 2,691 shares; 2026Q1: 2,700 shares; 2026Q2: 3,335 shares 3,335 $389K 0.03% +635 Timeline IWLG 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,851 shares 6,851 $388K 0.03% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,223 shares; 2024Q4: 1,525 shares; 2025Q1: 1,696 shares; 2025Q2: 1,565 shares; 2025Q3: 2,334 shares; 2025Q4: 2,180 shares; 2026Q1: 2,172 shares; 2026Q2: 2,204 shares 2,204 $387K 0.03% +32 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 125 shares; 2025Q1: 696 shares; 2025Q2: 698 shares; 2025Q3: 698 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 3,959 shares 3,959 $382K 0.03% +3,259 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,820 shares; 2024Q4: 9,820 shares; 2025Q1: 9,327 shares; 2025Q2: 9,327 shares; 2025Q3: 9,327 shares; 2025Q4: 7,569 shares; 2026Q1: 7,569 shares; 2026Q2: 7,569 shares 7,569 $378K 0.03% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875 shares; 2024Q4: 783 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 766 shares; 2025Q4: 721 shares; 2026Q1: 719 shares; 2026Q2: 713 shares 713 $378K 0.03% -6 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: 907 shares; 2024Q4: 867 shares; 2025Q1: 884 shares; 2025Q2: 884 shares; 2025Q3: 694 shares; 2025Q4: 1,002 shares; 2026Q1: 735 shares; 2026Q2: 759 shares 759 $377K 0.03% +24 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 794 shares; 2024Q4: 734 shares; 2025Q1: 726 shares; 2025Q2: 805 shares; 2025Q3: 760 shares; 2025Q4: 855 shares; 2026Q1: 843 shares; 2026Q2: 1,391 shares 1,391 $373K 0.03% +548 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: 947 shares; 2024Q4: 1,495 shares; 2025Q1: 1,285 shares; 2025Q2: 1,168 shares; 2025Q3: 1,096 shares; 2025Q4: 1,093 shares; 2026Q1: 1,132 shares; 2026Q2: 1,247 shares 1,247 $371K 0.03% +115 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 983 shares; 2024Q4: 997 shares; 2025Q1: 1,077 shares; 2025Q2: 1,121 shares; 2025Q3: 1,139 shares; 2025Q4: 1,188 shares; 2026Q1: 1,215 shares; 2026Q2: 1,169 shares 1,169 $368K 0.03% -46 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,989 shares; 2024Q4: 8,852 shares; 2025Q1: 8,852 shares; 2025Q2: 10,344 shares; 2025Q3: 10,344 shares; 2025Q4: 10,868 shares; 2026Q1: 9,548 shares; 2026Q2: 8,402 shares 8,402 $367K 0.03% -1,146 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,162 shares; 2024Q4: 2,123 shares; 2025Q1: 2,190 shares; 2025Q2: 2,362 shares; 2025Q3: 2,397 shares; 2025Q4: 2,251 shares; 2026Q1: 2,245 shares; 2026Q2: 2,245 shares 2,245 $367K 0.03% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114 shares; 2024Q4: 116 shares; 2025Q1: 106 shares; 2025Q2: 1,506 shares; 2025Q3: 1,762 shares; 2025Q4: 1,733 shares; 2026Q1: 1,752 shares; 2026Q2: 1,775 shares 1,775 $367K 0.03% +23 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,421 shares; 2024Q4: 1,436 shares; 2025Q1: 1,568 shares; 2025Q2: 1,715 shares; 2025Q3: 2,229 shares; 2025Q4: 2,222 shares; 2026Q1: 2,332 shares; 2026Q2: 2,173 shares 2,173 $364K 0.02% -159 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,811 shares; 2024Q4: 1,811 shares; 2025Q1: 1,698 shares; 2025Q2: 1,624 shares; 2025Q3: 1,625 shares; 2025Q4: 1,409 shares; 2026Q1: 2,110 shares; 2026Q2: 2,321 shares 2,321 $363K 0.02% +211 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: 470 shares; 2024Q4: 448 shares; 2025Q1: 531 shares; 2025Q2: 658 shares; 2025Q3: 1,111 shares; 2025Q4: 1,019 shares; 2026Q1: 1,000 shares; 2026Q2: 1,036 shares 1,036 $363K 0.02% +36 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,887 shares; 2024Q4: 1,916 shares; 2025Q1: 1,909 shares; 2025Q2: 1,934 shares; 2025Q3: 1,811 shares; 2025Q4: 1,138 shares; 2026Q1: 762 shares; 2026Q2: 803 shares 803 $358K 0.02% +41 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 104 shares; 2025Q1: 100 shares; 2025Q2: 1,299 shares; 2025Q3: 1,257 shares; 2025Q4: 1,266 shares; 2026Q1: 1,248 shares; 2026Q2: 1,252 shares 1,252 $356K 0.02% +4 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: not reported; 2025Q2: 3,005 shares; 2025Q3: 3,005 shares; 2025Q4: 3,005 shares; 2026Q1: 3,005 shares; 2026Q2: 5,319 shares 5,319 $354K 0.02% +2,314 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,471 shares; 2024Q4: 7,512 shares; 2025Q1: 7,347 shares; 2025Q2: 8,307 shares; 2025Q3: 8,627 shares; 2025Q4: 9,265 shares; 2026Q1: 8,614 shares; 2026Q2: 10,169 shares 10,169 $354K 0.02% +1,555 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 655 shares; 2024Q4: 805 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,221 shares; 2026Q1: 1,214 shares; 2026Q2: 1,214 shares 1,214 $353K 0.02% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 8 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 7 shares; 2026Q1: 409 shares; 2026Q2: 1,226 shares 1,226 $351K 0.02% +817 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,343 shares; 2024Q4: 4,348 shares; 2025Q1: 4,348 shares; 2025Q2: 4,345 shares; 2025Q3: 4,345 shares; 2025Q4: 4,343 shares; 2026Q1: 4,386 shares; 2026Q2: 4,541 shares 4,541 $351K 0.02% +155 Timeline SPHQ 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: 3,865 shares; 2024Q4: 3,865 shares; 2025Q1: 3,850 shares; 2025Q2: 3,850 shares; 2025Q3: 3,706 shares; 2025Q4: 3,714 shares; 2026Q1: 3,724 shares; 2026Q2: 3,824 shares 3,824 $345K 0.02% +100 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,199 shares 12,199 $344K 0.02% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,078 shares; 2024Q4: 3,085 shares; 2025Q1: 3,089 shares; 2025Q2: 3,120 shares; 2025Q3: 3,079 shares; 2025Q4: 3,136 shares; 2026Q1: 3,011 shares; 2026Q2: 2,898 shares 2,898 $343K 0.02% -113 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,067 shares; 2024Q4: 2,308 shares; 2025Q1: 2,328 shares; 2025Q2: 2,338 shares; 2025Q3: 2,338 shares; 2025Q4: 2,612 shares; 2026Q1: 2,612 shares; 2026Q2: 4,380 shares 4,380 $342K 0.02% +1,768 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: 221 shares; 2024Q4: 222 shares; 2025Q1: 240 shares; 2025Q2: 2,551 shares; 2025Q3: 3,738 shares; 2025Q4: 3,746 shares; 2026Q1: 3,783 shares; 2026Q2: 3,702 shares 3,702 $341K 0.02% -81 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67 shares; 2024Q4: 98 shares; 2025Q1: 79 shares; 2025Q2: 3,506 shares; 2025Q3: 3,533 shares; 2025Q4: 3,503 shares; 2026Q1: 3,488 shares; 2026Q2: 3,488 shares 3,488 $340K 0.02% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,541 shares; 2024Q4: 2,574 shares; 2025Q1: 2,741 shares; 2025Q2: 2,796 shares; 2025Q3: 2,811 shares; 2025Q4: 2,898 shares; 2026Q1: 2,835 shares; 2026Q2: 2,782 shares 2,782 $334K 0.02% -53 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212 shares; 2024Q4: 264 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 199 shares; 2025Q4: 204 shares; 2026Q1: 196 shares; 2026Q2: 168 shares 168 $333K 0.02% -28 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,891 shares; 2024Q4: 3,452 shares; 2025Q1: 2,870 shares; 2025Q2: 3,167 shares; 2025Q3: 3,100 shares; 2025Q4: 3,296 shares; 2026Q1: 3,406 shares; 2026Q2: 3,535 shares 3,535 $331K 0.02% +129 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,327 shares; 2024Q4: 1,488 shares; 2025Q1: 1,405 shares; 2025Q2: 1,398 shares; 2025Q3: 1,447 shares; 2025Q4: 1,484 shares; 2026Q1: 1,479 shares; 2026Q2: 1,555 shares 1,555 $331K 0.02% +76 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,014 shares; 2024Q4: 1,034 shares; 2025Q1: 1,190 shares; 2025Q2: 1,351 shares; 2025Q3: 1,329 shares; 2025Q4: 1,364 shares; 2026Q1: 1,205 shares; 2026Q2: 811 shares 811 $330K 0.02% -394 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234 shares; 2024Q4: 230 shares; 2025Q1: 241 shares; 2025Q2: 226 shares; 2025Q3: 1,980 shares; 2025Q4: 2,043 shares; 2026Q1: 2,110 shares; 2026Q2: 2,071 shares 2,071 $329K 0.02% -39 Timeline PHO 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: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,750 shares; 2026Q1: 4,750 shares; 2026Q2: 4,750 shares 4,750 $328K 0.02% 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: 2,705 shares; 2024Q4: 2,616 shares; 2025Q1: 2,656 shares; 2025Q2: 3,167 shares; 2025Q3: 2,781 shares; 2025Q4: 2,863 shares; 2026Q1: 3,016 shares; 2026Q2: 3,016 shares 3,016 $326K 0.02% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 3,780 shares; 2026Q1: 3,900 shares; 2026Q2: 4,195 shares 4,195 $324K 0.02% +295 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,803 shares; 2024Q4: 17,803 shares; 2025Q1: 18,319 shares; 2025Q2: 18,291 shares; 2025Q3: 18,291 shares; 2025Q4: 18,291 shares; 2026Q1: 18,255 shares; 2026Q2: 18,255 shares 18,255 $323K 0.02% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,343 shares; 2024Q4: 8,348 shares; 2025Q1: 8,403 shares; 2025Q2: 10,058 shares; 2025Q3: 9,513 shares; 2025Q4: 7,913 shares; 2026Q1: 8,441 shares; 2026Q2: 12,176 shares 12,176 $323K 0.02% +3,735 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,898 shares; 2024Q4: 1,898 shares; 2025Q1: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: 1,530 shares; 2025Q4: 2,384 shares; 2026Q1: 2,910 shares; 2026Q2: 4,059 shares 4,059 $322K 0.02% +1,149 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: 1,415 shares; 2024Q4: 1,415 shares; 2025Q1: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,415 shares; 2025Q4: 1,415 shares; 2026Q1: 1,415 shares; 2026Q2: 1,415 shares 1,415 $321K 0.02% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,221 shares; 2024Q4: 1,227 shares; 2025Q1: 1,513 shares; 2025Q2: 1,420 shares; 2025Q3: 1,433 shares; 2025Q4: 1,387 shares; 2026Q1: 1,396 shares; 2026Q2: 1,436 shares 1,436 $321K 0.02% +40 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: 5,549 shares; 2026Q1: 5,359 shares; 2026Q2: 5,306 shares 5,306 $319K 0.02% -53 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,643 shares; 2024Q4: 1,586 shares; 2025Q1: 1,629 shares; 2025Q2: 1,626 shares; 2025Q3: 1,652 shares; 2025Q4: 1,644 shares; 2026Q1: 1,602 shares; 2026Q2: 1,775 shares 1,775 $319K 0.02% +173 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 973 shares; 2024Q4: 1,001 shares; 2025Q1: 1,136 shares; 2025Q2: 1,189 shares; 2025Q3: 1,189 shares; 2025Q4: 1,329 shares; 2026Q1: 1,179 shares; 2026Q2: 1,335 shares 1,335 $318K 0.02% +156 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,111 shares; 2024Q4: 1,897 shares; 2025Q1: 2,032 shares; 2025Q2: 2,284 shares; 2025Q3: 1,943 shares; 2025Q4: 2,000 shares; 2026Q1: 2,001 shares; 2026Q2: 1,981 shares 1,981 $318K 0.02% -20 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,986 shares; 2024Q4: 1,992 shares; 2025Q1: 2,060 shares; 2025Q2: 2,234 shares; 2025Q3: 2,244 shares; 2025Q4: 2,292 shares; 2026Q1: 2,334 shares; 2026Q2: 2,353 shares 2,353 $317K 0.02% +19 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,363 shares; 2024Q4: 5,632 shares; 2025Q1: 5,522 shares; 2025Q2: 5,518 shares; 2025Q3: 3,868 shares; 2025Q4: 4,874 shares; 2026Q1: 4,786 shares; 2026Q2: 4,797 shares 4,797 $316K 0.02% +11 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,698 shares; 2024Q4: 2,952 shares; 2025Q1: 2,925 shares; 2025Q2: 3,108 shares; 2025Q3: 3,231 shares; 2025Q4: 3,593 shares; 2026Q1: 3,613 shares; 2026Q2: 3,729 shares 3,729 $316K 0.02% +116 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,304 shares; 2024Q4: 6,377 shares; 2025Q1: 6,442 shares; 2025Q2: 6,754 shares; 2025Q3: 5,757 shares; 2025Q4: 3,903 shares; 2026Q1: 3,874 shares; 2026Q2: 9,270 shares 9,270 $315K 0.02% +5,396 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497 shares; 2024Q4: 537 shares; 2025Q1: 669 shares; 2025Q2: 664 shares; 2025Q3: 693 shares; 2025Q4: 892 shares; 2026Q1: 912 shares; 2026Q2: 1,562 shares 1,562 $315K 0.02% +650 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,280 shares; 2024Q4: 1,288 shares; 2025Q1: 1,437 shares; 2025Q2: 1,723 shares; 2025Q3: 1,778 shares; 2025Q4: 1,473 shares; 2026Q1: 1,490 shares; 2026Q2: 1,466 shares 1,466 $312K 0.02% -24 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 89 shares; 2025Q2: 81 shares; 2025Q3: 261 shares; 2025Q4: 454 shares; 2026Q1: 564 shares; 2026Q2: 787 shares 787 $310K 0.02% +223 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,894 shares; 2024Q4: 8,193 shares; 2025Q1: 8,093 shares; 2025Q2: 8,271 shares; 2025Q3: 8,112 shares; 2025Q4: 8,445 shares; 2026Q1: 8,105 shares; 2026Q2: 9,685 shares 9,685 $310K 0.02% +1,580 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: 679 shares; 2024Q4: 679 shares; 2025Q1: 3,316 shares; 2025Q2: 3,316 shares; 2025Q3: 4,628 shares; 2025Q4: 4,413 shares; 2026Q1: 4,413 shares; 2026Q2: 3,693 shares 3,693 $309K 0.02% -720 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,736 shares; 2024Q4: 14,749 shares; 2025Q1: 14,749 shares; 2025Q2: 14,762 shares; 2025Q3: 15,033 shares; 2025Q4: 15,043 shares; 2026Q1: 15,043 shares; 2026Q2: 15,047 shares 15,047 $308K 0.02% +4 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: 1,120 shares; 2024Q4: 2,507 shares; 2025Q1: 2,046 shares; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares; 2025Q4: 2,187 shares; 2026Q1: 1,662 shares; 2026Q2: 1,662 shares 1,662 $308K 0.02% 0 Timeline PENG PENGUIN SOLUTIONS INC More: the full row for PENGUIN SOLUTIONS 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: 8 shares; 2025Q4: 8 shares; 2026Q1: 4,157 shares; 2026Q2: 4,044 shares 4,044 $307K 0.02% -113 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487 shares; 2024Q4: 539 shares; 2025Q1: 736 shares; 2025Q2: 1,099 shares; 2025Q3: 1,035 shares; 2025Q4: 1,077 shares; 2026Q1: 1,119 shares; 2026Q2: 1,143 shares 1,143 $307K 0.02% +24 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341 shares; 2024Q4: 318 shares; 2025Q1: 607 shares; 2025Q2: 713 shares; 2025Q3: 697 shares; 2025Q4: 881 shares; 2026Q1: 940 shares; 2026Q2: 1,477 shares 1,477 $304K 0.02% +537 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470 shares; 2024Q4: 500 shares; 2025Q1: 496 shares; 2025Q2: 468 shares; 2025Q3: 389 shares; 2025Q4: 432 shares; 2026Q1: 474 shares; 2026Q2: 1,569 shares 1,569 $303K 0.02% +1,095 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: 401 shares; 2025Q1: 447 shares; 2025Q2: 702 shares; 2025Q3: 653 shares; 2025Q4: 677 shares; 2026Q1: 717 shares; 2026Q2: 782 shares 782 $302K 0.02% +65 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 124 shares; 2025Q2: 1,252 shares; 2025Q3: 1,803 shares; 2025Q4: 1,840 shares; 2026Q1: 1,786 shares; 2026Q2: 2,153 shares 2,153 $301K 0.02% +367 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181 shares; 2024Q4: 2,692 shares; 2025Q1: 18,197 shares; 2025Q2: 18,207 shares; 2025Q3: 18,207 shares; 2025Q4: 18,301 shares; 2026Q1: 8,313 shares; 2026Q2: 8,501 shares 8,501 $299K 0.02% +188 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,066 shares; 2024Q4: 2,214 shares; 2025Q1: 2,665 shares; 2025Q2: 3,316 shares; 2025Q3: 3,177 shares; 2025Q4: 4,705 shares; 2026Q1: 3,572 shares; 2026Q2: 3,806 shares 3,806 $293K 0.02% +234 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,687 shares; 2024Q4: 1,682 shares; 2025Q1: 1,544 shares; 2025Q2: 1,504 shares; 2025Q3: 1,939 shares; 2025Q4: 1,744 shares; 2026Q1: 1,758 shares; 2026Q2: 1,793 shares 1,793 $292K 0.02% +35 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,148 shares; 2024Q4: 1,189 shares; 2025Q1: 1,535 shares; 2025Q2: 1,631 shares; 2025Q3: 1,606 shares; 2025Q4: 1,712 shares; 2026Q1: 1,841 shares; 2026Q2: 1,900 shares 1,900 $292K 0.02% +59 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: 1,389 shares; 2024Q4: 1,360 shares; 2025Q1: 1,470 shares; 2025Q2: 1,574 shares; 2025Q3: 1,604 shares; 2025Q4: 1,547 shares; 2026Q1: 1,616 shares; 2026Q2: 1,708 shares 1,708 $290K 0.02% +92 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: 2,069 shares; 2025Q1: 2,131 shares; 2025Q2: 2,503 shares; 2025Q3: 2,245 shares; 2025Q4: 2,802 shares; 2026Q1: 2,151 shares; 2026Q2: 2,459 shares 2,459 $290K 0.02% +308 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,348 shares; 2024Q4: 1,256 shares; 2025Q1: 1,184 shares; 2025Q2: 1,943 shares; 2025Q3: 1,966 shares; 2025Q4: 1,795 shares; 2026Q1: 1,832 shares; 2026Q2: 1,912 shares 1,912 $289K 0.02% +80 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,314 shares; 2024Q4: 5,231 shares; 2025Q1: 5,289 shares; 2025Q2: 5,797 shares; 2025Q3: 5,864 shares; 2025Q4: 5,923 shares; 2026Q1: 5,920 shares; 2026Q2: 5,947 shares 5,947 $289K 0.02% +27 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 569 shares; 2024Q4: 663 shares; 2025Q1: 735 shares; 2025Q2: 746 shares; 2025Q3: 687 shares; 2025Q4: 630 shares; 2026Q1: 722 shares; 2026Q2: 1,103 shares 1,103 $287K 0.02% +381 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,001 shares; 2024Q4: 3,063 shares; 2025Q1: 3,133 shares; 2025Q2: 3,325 shares; 2025Q3: 3,350 shares; 2025Q4: 3,702 shares; 2026Q1: 4,984 shares; 2026Q2: 5,050 shares 5,050 $285K 0.02% +66 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,215 shares; 2024Q4: 1,994 shares; 2025Q1: 1,956 shares; 2025Q2: 1,945 shares; 2025Q3: 1,978 shares; 2025Q4: 2,047 shares; 2026Q1: 1,767 shares; 2026Q2: 1,571 shares 1,571 $282K 0.02% -196 Timeline SOXX 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: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 441 shares 441 $282K 0.02% +1 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: 58 shares; 2024Q4: 70 shares; 2025Q1: 96 shares; 2025Q2: 64 shares; 2025Q3: 316 shares; 2025Q4: 341 shares; 2026Q1: 352 shares; 2026Q2: 353 shares 353 $281K 0.02% +1 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,220 shares; 2024Q4: 3,134 shares; 2025Q1: 2,037 shares; 2025Q2: 2,037 shares; 2025Q3: 2,031 shares; 2025Q4: 2,031 shares; 2026Q1: 2,018 shares; 2026Q2: 2,013 shares 2,013 $281K 0.02% -5 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547 shares; 2024Q4: 613 shares; 2025Q1: 676 shares; 2025Q2: 619 shares; 2025Q3: 620 shares; 2025Q4: 559 shares; 2026Q1: 565 shares; 2026Q2: 566 shares 566 $280K 0.02% +1 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,288 shares; 2024Q4: 13,742 shares; 2025Q1: 15,826 shares; 2025Q2: 15,195 shares; 2025Q3: 15,165 shares; 2025Q4: 15,149 shares; 2026Q1: 15,007 shares; 2026Q2: 13,083 shares 13,083 $280K 0.02% -1,924 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,022 shares; 2024Q4: 1,039 shares; 2025Q1: 1,103 shares; 2025Q2: 1,168 shares; 2025Q3: 1,158 shares; 2025Q4: 1,200 shares; 2026Q1: 1,174 shares; 2026Q2: 1,164 shares 1,164 $278K 0.02% -10 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,429 shares; 2024Q4: 2,513 shares; 2025Q1: 2,626 shares; 2025Q2: 2,942 shares; 2025Q3: 3,137 shares; 2025Q4: 2,852 shares; 2026Q1: 2,708 shares; 2026Q2: 2,884 shares 2,884 $276K 0.02% +176 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 1,686 shares; 2026Q1: 1,687 shares; 2026Q2: 1,687 shares 1,687 $276K 0.02% 0 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: 3,335 shares; 2024Q4: 10,004 shares; 2025Q1: 10,004 shares; 2025Q2: 9,917 shares; 2025Q3: 7,836 shares; 2025Q4: 7,836 shares; 2026Q1: 7,836 shares; 2026Q2: 7,836 shares 7,836 $273K 0.02% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 879 shares; 2024Q4: 4,008 shares; 2025Q1: 3,797 shares; 2025Q2: 7,116 shares; 2025Q3: 7,335 shares; 2025Q4: 14,225 shares; 2026Q1: 14,399 shares; 2026Q2: 23,463 shares 23,463 $270K 0.02% +9,064 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 10,004 shares; 2025Q1: 10,004 shares; 2025Q2: 10,004 shares; 2025Q3: 10,004 shares; 2025Q4: 10,004 shares; 2026Q1: 10,004 shares; 2026Q2: 10,146 shares 10,146 $269K 0.02% +142 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,930 shares; 2024Q4: 2,969 shares; 2025Q1: 3,089 shares; 2025Q2: 3,197 shares; 2025Q3: 2,918 shares; 2025Q4: 3,041 shares; 2026Q1: 2,914 shares; 2026Q2: 3,163 shares 3,163 $268K 0.02% +249 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: 281 shares; 2024Q4: 281 shares; 2025Q1: 749 shares; 2025Q2: 281 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 284 shares; 2026Q2: 4,387 shares 4,387 $267K 0.02% +4,103 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: 5,022 shares; 2024Q4: 1,631 shares; 2025Q1: 2,041 shares; 2025Q2: 4,251 shares; 2025Q3: 4,129 shares; 2025Q4: 3,791 shares; 2026Q1: 3,659 shares; 2026Q2: 5,532 shares 5,532 $266K 0.02% +1,873 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 53 shares; 2025Q1: 74 shares; 2025Q2: 171 shares; 2025Q3: 182 shares; 2025Q4: 324 shares; 2026Q1: 774 shares; 2026Q2: 768 shares 768 $265K 0.02% -6 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 853 shares; 2025Q1: 871 shares; 2025Q2: 1,606 shares; 2025Q3: 1,623 shares; 2025Q4: 2,119 shares; 2026Q1: 2,083 shares; 2026Q2: 1,922 shares 1,922 $265K 0.02% -161 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,743 shares; 2024Q4: 2,487 shares; 2025Q1: 1,857 shares; 2025Q2: 1,857 shares; 2025Q3: 1,808 shares; 2025Q4: 1,808 shares; 2026Q1: 1,787 shares; 2026Q2: 1,783 shares 1,783 $265K 0.02% -4 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 533 shares; 2025Q2: 1,575 shares; 2025Q3: 1,550 shares; 2025Q4: 1,583 shares; 2026Q1: 1,811 shares; 2026Q2: 1,776 shares 1,776 $265K 0.02% -35 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,068 shares; 2024Q4: 10,843 shares; 2025Q1: 11,141 shares; 2025Q2: 11,106 shares; 2025Q3: 11,006 shares; 2025Q4: 11,386 shares; 2026Q1: 10,420 shares; 2026Q2: 10,199 shares 10,199 $262K 0.02% -221 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,549 shares; 2024Q4: 1,453 shares; 2025Q1: 1,433 shares; 2025Q2: 1,490 shares; 2025Q3: 3,241 shares; 2025Q4: 3,359 shares; 2026Q1: 3,381 shares; 2026Q2: 3,320 shares 3,320 $262K 0.02% -61 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 1,721 shares 1,721 $260K 0.02% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: 554 shares; 2025Q1: 619 shares; 2025Q2: 642 shares; 2025Q3: 783 shares; 2025Q4: 804 shares; 2026Q1: 751 shares; 2026Q2: 749 shares 749 $258K 0.02% -2 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,023 shares; 2024Q4: 5,023 shares; 2025Q1: 5,023 shares; 2025Q2: 5,023 shares; 2025Q3: 5,023 shares; 2025Q4: 5,023 shares; 2026Q1: 5,023 shares; 2026Q2: 5,023 shares 5,023 $258K 0.02% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362 shares; 2024Q4: 1,804 shares; 2025Q1: 2,183 shares; 2025Q2: 2,277 shares; 2025Q3: 2,248 shares; 2025Q4: 2,771 shares; 2026Q1: 2,354 shares; 2026Q2: 2,241 shares 2,241 $257K 0.02% -113 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: 974 shares; 2024Q4: 758 shares; 2025Q1: 793 shares; 2025Q2: 787 shares; 2025Q3: 780 shares; 2025Q4: 813 shares; 2026Q1: 941 shares; 2026Q2: 880 shares 880 $257K 0.02% -61 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,276 shares; 2024Q4: 1,370 shares; 2025Q1: 1,521 shares; 2025Q2: 1,581 shares; 2025Q3: 1,519 shares; 2025Q4: 1,524 shares; 2026Q1: 1,402 shares; 2026Q2: 1,189 shares 1,189 $257K 0.02% -213 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: 575 shares; 2024Q4: 548 shares; 2025Q1: 663 shares; 2025Q2: 639 shares; 2025Q3: 358 shares; 2025Q4: 497 shares; 2026Q1: 517 shares; 2026Q2: 531 shares 531 $257K 0.02% +14 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,380 shares; 2024Q4: 5,926 shares; 2025Q1: 6,044 shares; 2025Q2: 5,883 shares; 2025Q3: 6,009 shares; 2025Q4: 6,354 shares; 2026Q1: 6,024 shares; 2026Q2: 6,146 shares 6,146 $257K 0.02% +122 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 772 shares; 2025Q4: 619 shares; 2026Q1: 2,267 shares; 2026Q2: 2,267 shares 2,267 $255K 0.02% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,340 shares; 2024Q4: 1,643 shares; 2025Q1: 2,081 shares; 2025Q2: 2,019 shares; 2025Q3: 2,001 shares; 2025Q4: 2,100 shares; 2026Q1: 2,083 shares; 2026Q2: 2,069 shares 2,069 $254K 0.02% -14 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,404 shares; 2024Q4: 1,586 shares; 2025Q1: 1,648 shares; 2025Q2: 2,155 shares; 2025Q3: 1,843 shares; 2025Q4: 1,694 shares; 2026Q1: 1,697 shares; 2026Q2: 1,737 shares 1,737 $254K 0.02% +40 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,068 shares; 2024Q4: 3,706 shares; 2025Q1: 3,915 shares; 2025Q2: 4,134 shares; 2025Q3: 3,859 shares; 2025Q4: 3,651 shares; 2026Q1: 3,722 shares; 2026Q2: 3,596 shares 3,596 $254K 0.02% -126 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: not reported; 2024Q4: 2,779 shares; 2025Q1: 2,805 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares; 2026Q1: 2,805 shares; 2026Q2: 2,891 shares 2,891 $254K 0.02% +86 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: 208 shares; 2024Q4: 198 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 827 shares; 2026Q2: 845 shares 845 $253K 0.02% +18 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,818 shares; 2024Q4: 7,053 shares; 2025Q1: 7,265 shares; 2025Q2: 8,164 shares; 2025Q3: 8,922 shares; 2025Q4: 10,198 shares; 2026Q1: 9,455 shares; 2026Q2: 9,347 shares 9,347 $249K 0.02% -108 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: 2,726 shares; 2024Q4: 3,130 shares; 2025Q1: 3,445 shares; 2025Q2: 3,436 shares; 2025Q3: 3,070 shares; 2025Q4: 4,316 shares; 2026Q1: 4,286 shares; 2026Q2: 6,004 shares 6,004 $248K 0.02% +1,718 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 928 shares; 2025Q1: 1,023 shares; 2025Q2: 1,028 shares; 2025Q3: 1,019 shares; 2025Q4: 1,173 shares; 2026Q1: 1,173 shares; 2026Q2: 1,842 shares 1,842 $244K 0.02% +669 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,076 shares; 2024Q4: 1,134 shares; 2025Q1: 1,153 shares; 2025Q2: 1,186 shares; 2025Q3: 1,200 shares; 2025Q4: 1,217 shares; 2026Q1: 1,084 shares; 2026Q2: 932 shares 932 $243K 0.02% -152 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446 shares; 2024Q4: 307 shares; 2025Q1: 364 shares; 2025Q2: 533 shares; 2025Q3: 624 shares; 2025Q4: 610 shares; 2026Q1: 527 shares; 2026Q2: 519 shares 519 $238K 0.02% -8 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 969 shares; 2024Q4: 972 shares; 2025Q1: 1,353 shares; 2025Q2: 1,437 shares; 2025Q3: 1,417 shares; 2025Q4: 1,551 shares; 2026Q1: 1,672 shares; 2026Q2: 1,621 shares 1,621 $237K 0.02% -51 Timeline DFIC 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: not reported; 2024Q4: not reported; 2025Q1: 7,120 shares; 2025Q2: 7,120 shares; 2025Q3: 6,346 shares; 2025Q4: 6,346 shares; 2026Q1: 6,346 shares; 2026Q2: 6,346 shares 6,346 $236K 0.02% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,889 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 3,808 shares; 2025Q3: 3,121 shares; 2025Q4: 3,121 shares; 2026Q1: 3,121 shares; 2026Q2: 3,121 shares 3,121 $234K 0.02% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602 shares; 2024Q4: 606 shares; 2025Q1: 333 shares; 2025Q2: 380 shares; 2025Q3: 557 shares; 2025Q4: 443 shares; 2026Q1: 578 shares; 2026Q2: 695 shares 695 $233K 0.02% +117 Timeline MOAT 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: 6,375 shares; 2025Q1: 6,375 shares; 2025Q2: 6,375 shares; 2025Q3: 2,233 shares; 2025Q4: 2,233 shares; 2026Q1: 2,233 shares; 2026Q2: 2,233 shares 2,233 $232K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970 shares; 2024Q4: 1,153 shares; 2025Q1: 1,140 shares; 2025Q2: 1,537 shares; 2025Q3: 1,536 shares; 2025Q4: 1,601 shares; 2026Q1: 1,551 shares; 2026Q2: 2,498 shares 2,498 $232K 0.02% +947 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,083 shares; 2024Q4: 27,690 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 1,929 shares; 2025Q4: 18,198 shares; 2026Q1: 2,477 shares; 2026Q2: 2,480 shares 2,480 $232K 0.02% +3 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: 306 shares; 2024Q4: 313 shares; 2025Q1: 414 shares; 2025Q2: 423 shares; 2025Q3: 436 shares; 2025Q4: 467 shares; 2026Q1: 510 shares; 2026Q2: 970 shares 970 $230K 0.02% +460 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 729 shares; 2024Q4: 825 shares; 2025Q1: 743 shares; 2025Q2: 797 shares; 2025Q3: 787 shares; 2025Q4: 820 shares; 2026Q1: 814 shares; 2026Q2: 851 shares 851 $229K 0.02% +37 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: 1,123 shares; 2024Q4: 1,045 shares; 2025Q1: 2,625 shares; 2025Q2: 2,904 shares; 2025Q3: 2,956 shares; 2025Q4: 4,029 shares; 2026Q1: 3,456 shares; 2026Q2: 3,141 shares 3,141 $229K 0.02% -315 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,856 shares; 2024Q4: 3,302 shares; 2025Q1: 3,394 shares; 2025Q2: 2,855 shares; 2025Q3: 2,850 shares; 2025Q4: 3,063 shares; 2026Q1: 3,118 shares; 2026Q2: 4,439 shares 4,439 $228K 0.02% +1,321 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 584 shares; 2024Q4: 544 shares; 2025Q1: 573 shares; 2025Q2: 554 shares; 2025Q3: 545 shares; 2025Q4: 554 shares; 2026Q1: 555 shares; 2026Q2: 544 shares 544 $227K 0.02% -11 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II 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: 11,155 shares; 2026Q2: 8,988 shares 8,988 $227K 0.02% -2,167 Timeline DFAE 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: 389 shares; 2024Q4: 391 shares; 2025Q1: 2,222 shares; 2025Q2: 2,225 shares; 2025Q3: 2,228 shares; 2025Q4: 5,626 shares; 2026Q1: 5,251 shares; 2026Q2: 5,621 shares 5,621 $226K 0.02% +370 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: 3,168 shares; 2024Q4: 3,206 shares; 2025Q1: 3,478 shares; 2025Q2: 3,648 shares; 2025Q3: 3,668 shares; 2025Q4: 4,068 shares; 2026Q1: 3,863 shares; 2026Q2: 4,070 shares 4,070 $226K 0.02% +207 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,708 shares; 2024Q4: 1,431 shares; 2025Q1: 1,576 shares; 2025Q2: 1,688 shares; 2025Q3: 1,968 shares; 2025Q4: 5,810 shares; 2026Q1: 3,936 shares; 2026Q2: 4,432 shares 4,432 $225K 0.02% +496 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010 shares; 2024Q4: 915 shares; 2025Q1: 1,008 shares; 2025Q2: 1,041 shares; 2025Q3: 1,180 shares; 2025Q4: 996 shares; 2026Q1: 1,009 shares; 2026Q2: 992 shares 992 $225K 0.02% -17 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547 shares; 2024Q4: 554 shares; 2025Q1: 677 shares; 2025Q2: 786 shares; 2025Q3: 753 shares; 2025Q4: 1,067 shares; 2026Q1: 736 shares; 2026Q2: 1,897 shares 1,897 $224K 0.02% +1,161 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,186 shares; 2024Q4: 1,278 shares; 2025Q1: 1,536 shares; 2025Q2: 1,938 shares; 2025Q3: 1,438 shares; 2025Q4: 1,330 shares; 2026Q1: 1,415 shares; 2026Q2: 1,346 shares 1,346 $224K 0.02% -69 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,046 shares; 2024Q4: 5,046 shares; 2025Q1: 3,546 shares; 2025Q2: 3,546 shares; 2025Q3: 3,546 shares; 2025Q4: 3,584 shares; 2026Q1: 3,525 shares; 2026Q2: 2,956 shares 2,956 $223K 0.02% -569 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,900 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 8,900 shares; 2025Q3: 8,900 shares; 2025Q4: 8,900 shares; 2026Q1: 8,900 shares; 2026Q2: 8,900 shares 8,900 $222K 0.02% 0 Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,393 shares; 2024Q4: 6,393 shares; 2025Q1: 6,980 shares; 2025Q2: 7,056 shares; 2025Q3: 6,741 shares; 2025Q4: 6,830 shares; 2026Q1: 6,830 shares; 2026Q2: 6,735 shares 6,735 $222K 0.02% -95 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: 649 shares; 2024Q4: 661 shares; 2025Q1: 627 shares; 2025Q2: 654 shares; 2025Q3: 718 shares; 2025Q4: 809 shares; 2026Q1: 771 shares; 2026Q2: 759 shares 759 $221K 0.02% -12 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: 1,017 shares; 2024Q4: 1,057 shares; 2025Q1: 1,050 shares; 2025Q2: 1,577 shares; 2025Q3: 1,578 shares; 2025Q4: 1,894 shares; 2026Q1: 1,651 shares; 2026Q2: 2,746 shares 2,746 $221K 0.02% +1,095 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: 7,463 shares; 2024Q4: 7,463 shares; 2025Q1: 7,463 shares; 2025Q2: 7,131 shares; 2025Q3: 5,757 shares; 2025Q4: 3,780 shares; 2026Q1: 3,773 shares; 2026Q2: 4,147 shares 4,147 $220K 0.02% +374 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,516 shares; 2024Q4: 3,190 shares; 2025Q1: 3,161 shares; 2025Q2: 3,698 shares; 2025Q3: 3,284 shares; 2025Q4: 3,022 shares; 2026Q1: 3,105 shares; 2026Q2: 3,043 shares 3,043 $220K 0.02% -62 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: 152 shares; 2024Q4: 156 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 171 shares; 2025Q4: 178 shares; 2026Q1: 153 shares; 2026Q2: 165 shares 165 $220K 0.02% +12 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: 2,384 shares; 2024Q4: 2,422 shares; 2025Q1: 2,539 shares; 2025Q2: 2,692 shares; 2025Q3: 4,264 shares; 2025Q4: 7,333 shares; 2026Q1: 4,705 shares; 2026Q2: 4,868 shares 4,868 $220K 0.02% +163 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,465 shares; 2024Q4: 3,365 shares; 2025Q1: 2,465 shares; 2025Q2: 2,465 shares; 2025Q3: 2,465 shares; 2025Q4: 2,465 shares; 2026Q1: 2,465 shares; 2026Q2: 2,465 shares 2,465 $219K 0.01% 0 Timeline RLY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,302 shares 6,302 $217K 0.01% new Timeline AAUS EA SERIES TRUST More: the full row for EA 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: 3,635 shares; 2025Q4: 3,635 shares; 2026Q1: 3,635 shares; 2026Q2: 3,635 shares 3,635 $217K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,166 shares; 2024Q4: 6,715 shares; 2025Q1: 6,499 shares; 2025Q2: 6,172 shares; 2025Q3: 6,565 shares; 2025Q4: 5,902 shares; 2026Q1: 5,436 shares; 2026Q2: 5,266 shares 5,266 $216K 0.01% -170 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,020 shares; 2024Q4: 1,084 shares; 2025Q1: 1,289 shares; 2025Q2: 4,690 shares; 2025Q3: 4,800 shares; 2025Q4: 5,280 shares; 2026Q1: 4,876 shares; 2026Q2: 4,881 shares 4,881 $215K 0.01% +5 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,012 shares; 2024Q4: 2,018 shares; 2025Q1: 1,708 shares; 2025Q2: 2,495 shares; 2025Q3: 2,260 shares; 2025Q4: 2,215 shares; 2026Q1: 2,046 shares; 2026Q2: 2,214 shares 2,214 $214K 0.01% +168 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,070 shares; 2024Q4: 1,153 shares; 2025Q1: 1,137 shares; 2025Q2: 1,731 shares; 2025Q3: 1,675 shares; 2025Q4: 1,515 shares; 2026Q1: 1,679 shares; 2026Q2: 1,934 shares 1,934 $214K 0.01% +255 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 996 shares; 2024Q4: 1,477 shares; 2025Q1: 1,445 shares; 2025Q2: 1,450 shares; 2025Q3: 1,371 shares; 2025Q4: 1,367 shares; 2026Q1: 1,481 shares; 2026Q2: 1,584 shares 1,584 $214K 0.01% +103 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 972 shares; 2024Q4: 1,321 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares; 2026Q2: 1,208 shares 1,208 $214K 0.01% -64 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265 shares; 2024Q4: 316 shares; 2025Q1: 318 shares; 2025Q2: 1,961 shares; 2025Q3: 1,970 shares; 2025Q4: 2,040 shares; 2026Q1: 2,118 shares; 2026Q2: 2,354 shares 2,354 $211K 0.01% +236 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: 4,606 shares; 2024Q4: 8,458 shares; 2025Q1: 7,955 shares; 2025Q2: 4,259 shares; 2025Q3: 2,789 shares; 2025Q4: 1,283 shares; 2026Q1: 1,283 shares; 2026Q2: 1,959 shares 1,959 $211K 0.01% +676 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: 4,266 shares; 2024Q4: 8,644 shares; 2025Q1: 8,706 shares; 2025Q2: 8,795 shares; 2025Q3: 8,885 shares; 2025Q4: 8,873 shares; 2026Q1: 8,935 shares; 2026Q2: 9,027 shares 9,027 $209K 0.01% +92 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 677 shares; 2024Q4: 660 shares; 2025Q1: 794 shares; 2025Q2: 1,327 shares; 2025Q3: 1,231 shares; 2025Q4: 1,490 shares; 2026Q1: 1,490 shares; 2026Q2: 1,497 shares 1,497 $208K 0.01% +7 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,893 shares; 2024Q4: 1,893 shares; 2025Q1: 1,893 shares; 2025Q2: 1,893 shares; 2025Q3: 1,893 shares; 2025Q4: 1,893 shares; 2026Q1: 1,893 shares; 2026Q2: 2,020 shares 2,020 $208K 0.01% +127 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 780 shares; 2024Q4: 815 shares; 2025Q1: 1,243 shares; 2025Q2: 1,265 shares; 2025Q3: 1,208 shares; 2025Q4: 1,432 shares; 2026Q1: 2,206 shares; 2026Q2: 1,746 shares 1,746 $207K 0.01% -460 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,703 shares; 2024Q4: 2,523 shares; 2025Q1: 2,508 shares; 2025Q2: 3,360 shares; 2025Q3: 3,566 shares; 2025Q4: 3,553 shares; 2026Q1: 3,682 shares; 2026Q2: 4,314 shares 4,314 $206K 0.01% +632 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,417 shares; 2024Q4: 4,494 shares; 2025Q1: 5,951 shares; 2025Q2: 5,863 shares; 2025Q3: 4,315 shares; 2025Q4: 4,427 shares; 2026Q1: 4,425 shares; 2026Q2: 4,395 shares 4,395 $204K 0.01% -30 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199 shares; 2024Q4: 200 shares; 2025Q1: 289 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 661 shares; 2026Q1: 734 shares; 2026Q2: 771 shares 771 $203K 0.01% +37 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 764 shares; 2024Q4: 564 shares; 2025Q1: 775 shares; 2025Q2: 831 shares; 2025Q3: 1,172 shares; 2025Q4: 1,210 shares; 2026Q1: 1,235 shares; 2026Q2: 1,199 shares 1,199 $203K 0.01% -36 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 54 shares; 2025Q2: 2,946 shares; 2025Q3: 2,946 shares; 2025Q4: 2,966 shares; 2026Q1: 3,108 shares; 2026Q2: 3,108 shares 3,108 $203K 0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,494 shares; 2024Q4: 3,854 shares; 2025Q1: 2,494 shares; 2025Q2: 2,494 shares; 2025Q3: 2,494 shares; 2025Q4: 2,494 shares; 2026Q1: 2,501 shares; 2026Q2: 2,505 shares 2,505 $203K 0.01% +4 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,219 shares; 2024Q4: 2,409 shares; 2025Q1: 1,534 shares; 2025Q2: 1,965 shares; 2025Q3: 1,849 shares; 2025Q4: 1,950 shares; 2026Q1: 2,216 shares; 2026Q2: 2,285 shares 2,285 $203K 0.01% +69 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213 shares; 2024Q4: 249 shares; 2025Q1: 66 shares; 2025Q2: 128 shares; 2025Q3: 123 shares; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 349 shares 349 $202K 0.01% +21 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,797 shares; 2024Q4: 2,076 shares; 2025Q1: 1,976 shares; 2025Q2: 2,061 shares; 2025Q3: 2,109 shares; 2025Q4: 2,132 shares; 2026Q1: 2,038 shares; 2026Q2: 2,094 shares 2,094 $201K 0.01% +56 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 443 shares; 2025Q4: 1,266 shares; 2026Q1: 849 shares; 2026Q2: 849 shares 849 $201K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,711 shares; 2024Q4: 3,754 shares; 2025Q1: 4,260 shares; 2025Q2: 4,762 shares; 2025Q3: 4,817 shares; 2025Q4: 6,005 shares; 2026Q1: 5,997 shares; 2026Q2: 6,646 shares 6,646 $201K 0.01% +649 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343 shares; 2024Q4: 351 shares; 2025Q1: 387 shares; 2025Q2: 517 shares; 2025Q3: 562 shares; 2025Q4: 555 shares; 2026Q1: 455 shares; 2026Q2: 443 shares 443 $201K 0.01% -12 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,918 shares; 2024Q4: 9,886 shares; 2025Q1: 11,690 shares; 2025Q2: 11,973 shares; 2025Q3: 9,464 shares; 2025Q4: 9,412 shares; 2026Q1: 10,813 shares; 2026Q2: 10,538 shares 10,538 $200K 0.01% -275 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 75 shares; 2025Q1: 287 shares; 2025Q2: 6,519 shares; 2025Q3: 6,519 shares; 2025Q4: 6,633 shares; 2026Q1: 6,799 shares; 2026Q2: 6,815 shares 6,815 $200K 0.01% +16 Timeline