ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,115,022 shares; 2023Q1: 1,131,895 shares; 2023Q2: 1,137,489 shares; 2023Q3: 1,184,379 shares; 2023Q4: 1,271,232 shares; 2024Q1: 1,312,139 shares; 2024Q2: 1,426,915 shares; 2024Q3: 1,453,610 shares 1,453,610 $183M 17.1% +26,695 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 236,576 shares; 2023Q1: 231,722 shares; 2023Q2: 233,738 shares; 2023Q3: 233,334 shares; 2023Q4: 225,064 shares; 2024Q1: 224,583 shares; 2024Q2: 223,435 shares; 2024Q3: 228,552 shares 228,552 $132M 12.35% +5,117 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 21,423 shares; 2023Q3: 123,076 shares; 2023Q4: 268,953 shares; 2024Q1: 341,876 shares; 2024Q2: 397,699 shares; 2024Q3: 435,847 shares 435,847 $95.9M 8.98% +38,148 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 238,726 shares; 2023Q1: 230,549 shares; 2023Q2: 230,219 shares; 2023Q3: 238,520 shares; 2023Q4: 243,996 shares; 2024Q1: 245,792 shares; 2024Q2: 246,155 shares; 2024Q3: 233,983 shares 233,983 $76.4M 7.16% -12,172 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 39,776 shares; 2023Q3: 279,887 shares; 2023Q4: 637,052 shares; 2024Q1: 683,977 shares; 2024Q2: 771,512 shares; 2024Q3: 859,955 shares 859,955 $69.9M 6.55% +88,443 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 766,783 shares; 2023Q1: 848,659 shares; 2023Q2: 860,335 shares; 2023Q3: 829,931 shares; 2023Q4: 801,863 shares; 2024Q1: 779,386 shares; 2024Q2: 751,772 shares; 2024Q3: 748,362 shares 748,362 $66M 6.18% -3,410 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; 2022Q4: 63,365 shares; 2023Q1: 60,461 shares; 2023Q2: 59,659 shares; 2023Q3: 58,701 shares; 2023Q4: 57,770 shares; 2024Q1: 56,994 shares; 2024Q2: 56,202 shares; 2024Q3: 55,458 shares 55,458 $31.8M 2.98% -744 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 103,906 shares; 2023Q1: 97,223 shares; 2023Q2: 119,683 shares; 2023Q3: 155,506 shares; 2023Q4: 188,479 shares; 2024Q1: 204,016 shares; 2024Q2: 217,789 shares; 2024Q3: 220,310 shares 220,310 $30.9M 2.9% +2,521 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 33,266 shares; 2023Q1: 7,254 shares; 2023Q2: 16,173 shares; 2023Q3: 68,460 shares; 2023Q4: 169,860 shares; 2024Q1: 178,961 shares; 2024Q2: 195,098 shares; 2024Q3: 210,877 shares 210,877 $27.9M 2.61% +15,779 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 78,126 shares; 2023Q4: 114,299 shares; 2024Q1: 124,260 shares; 2024Q2: 200,179 shares; 2024Q3: 220,497 shares 220,497 $26.4M 2.47% +20,318 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; 2022Q4: 318,962 shares; 2023Q1: 266,097 shares; 2023Q2: 307,816 shares; 2023Q3: 313,804 shares; 2023Q4: 289,808 shares; 2024Q1: 285,104 shares; 2024Q2: 279,860 shares; 2024Q3: 272,874 shares 272,874 $26.3M 2.47% -6,986 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; 2022Q4: 479,679 shares; 2023Q1: 429,737 shares; 2023Q2: 422,452 shares; 2023Q3: 383,481 shares; 2023Q4: 289,510 shares; 2024Q1: 285,135 shares; 2024Q2: 268,504 shares; 2024Q3: 257,461 shares 257,461 $21.5M 2.01% -11,043 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 182,162 shares; 2023Q1: 216,068 shares; 2023Q2: 222,885 shares; 2023Q3: 182,684 shares; 2023Q4: 178,545 shares; 2024Q1: 165,709 shares; 2024Q2: 140,370 shares; 2024Q3: 138,929 shares 138,929 $16.2M 1.52% -1,441 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 88,367 shares; 2023Q1: 86,432 shares; 2023Q2: 82,771 shares; 2023Q3: 82,706 shares; 2023Q4: 80,280 shares; 2024Q1: 77,030 shares; 2024Q2: 70,450 shares; 2024Q3: 69,229 shares 69,229 $16.1M 1.51% -1,221 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; 2022Q4: 318,981 shares; 2023Q1: 173,071 shares; 2023Q2: 169,682 shares; 2023Q3: 159,866 shares; 2023Q4: 152,701 shares; 2024Q1: 152,560 shares; 2024Q2: 150,078 shares; 2024Q3: 129,814 shares 129,814 $13.5M 1.27% -20,264 Timeline XLG 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; 2022Q4: 41,095 shares; 2023Q1: 30,305 shares; 2023Q2: 29,283 shares; 2023Q3: 258,205 shares; 2023Q4: 249,690 shares; 2024Q1: 249,690 shares; 2024Q2: 252,855 shares; 2024Q3: 284,173 shares 284,173 $13.5M 1.26% +31,318 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 23,311 shares; 2023Q1: 29,473 shares; 2023Q2: 31,900 shares; 2023Q3: 45,018 shares; 2023Q4: 52,996 shares; 2024Q1: 55,028 shares; 2024Q2: 57,915 shares; 2024Q3: 60,176 shares 60,176 $13.3M 1.24% +2,261 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 76,657 shares; 2023Q1: 85,464 shares; 2023Q2: 72,780 shares; 2023Q3: 62,532 shares; 2023Q4: 47,426 shares; 2024Q1: 215,397 shares; 2024Q2: 197,638 shares; 2024Q3: 191,509 shares 191,509 $11.9M 1.12% -6,129 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 32,987 shares; 2023Q1: 33,565 shares; 2023Q2: 31,191 shares; 2023Q3: 31,802 shares; 2023Q4: 30,167 shares; 2024Q1: 28,458 shares; 2024Q2: 26,212 shares; 2024Q3: 26,567 shares 26,567 $11.4M 1.07% +355 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,180 shares; 2023Q1: 3,761 shares; 2023Q2: 7,864 shares; 2023Q3: 34,823 shares; 2023Q4: 69,595 shares; 2024Q1: 70,307 shares; 2024Q2: 78,429 shares; 2024Q3: 81,243 shares 81,243 $9.53M 0.89% +2,814 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 51,510 shares; 2023Q1: 51,711 shares; 2023Q2: 50,722 shares; 2023Q3: 61,919 shares; 2023Q4: 48,500 shares; 2024Q1: 48,500 shares; 2024Q2: 46,901 shares; 2024Q3: 44,407 shares 44,407 $8.43M 0.79% -2,494 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; 2022Q4: 147,536 shares; 2023Q1: 131,243 shares; 2023Q2: 128,535 shares; 2023Q3: 128,535 shares; 2023Q4: 128,153 shares; 2024Q1: 128,153 shares; 2024Q2: 124,885 shares; 2024Q3: 124,098 shares 124,098 $8.25M 0.77% -787 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,358 shares; 2023Q1: 14,460 shares; 2023Q2: 14,258 shares; 2023Q3: not reported; 2023Q4: 95,503 shares; 2024Q1: 94,496 shares; 2024Q2: 94,439 shares; 2024Q3: 94,973 shares 94,973 $7.41M 0.69% +534 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50,971 shares; 2023Q4: 81,059 shares; 2024Q1: 95,073 shares; 2024Q2: 109,264 shares; 2024Q3: 121,095 shares 121,095 $7.15M 0.67% +11,831 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; 2022Q4: 20,233 shares; 2023Q1: 19,373 shares; 2023Q2: 16,443 shares; 2023Q3: 15,620 shares; 2023Q4: 12,188 shares; 2024Q1: 11,366 shares; 2024Q2: 11,125 shares; 2024Q3: 11,032 shares 11,032 $6.28M 0.59% -93 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 40,490 shares; 2023Q1: 41,631 shares; 2023Q2: 38,962 shares; 2023Q3: 39,263 shares; 2023Q4: 40,884 shares; 2024Q1: 40,567 shares; 2024Q2: 36,012 shares; 2024Q3: 35,994 shares 35,994 $6.02M 0.56% -18 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; 2022Q4: 7,167 shares; 2023Q1: 7,167 shares; 2023Q2: 7,167 shares; 2023Q3: 9,538 shares; 2023Q4: 9,503 shares; 2024Q1: 9,503 shares; 2024Q2: 9,513 shares; 2024Q3: 9,969 shares 9,969 $5.26M 0.49% +456 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 15,776 shares; 2023Q1: 15,638 shares; 2023Q2: 15,341 shares; 2023Q3: 15,558 shares; 2023Q4: 16,205 shares; 2024Q1: 15,970 shares; 2024Q2: 17,316 shares; 2024Q3: 18,437 shares 18,437 $5.07M 0.47% +1,121 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,729 shares; 2023Q1: 13,343 shares; 2023Q2: 14,616 shares; 2023Q3: 21,391 shares; 2023Q4: 14,363 shares; 2024Q1: 14,290 shares; 2024Q2: 13,861 shares; 2024Q3: 13,284 shares 13,284 $4.99M 0.47% -577 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; 2022Q4: 11,946 shares; 2023Q1: 11,642 shares; 2023Q2: 11,548 shares; 2023Q3: 12,153 shares; 2023Q4: 11,472 shares; 2024Q1: 11,464 shares; 2024Q2: 9,137 shares; 2024Q3: 8,442 shares 8,442 $4.94M 0.46% -695 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; 2022Q4: 87,604 shares; 2023Q1: 93,463 shares; 2023Q2: 93,849 shares; 2023Q3: 79,254 shares; 2023Q4: 80,619 shares; 2024Q1: 71,994 shares; 2024Q2: 49,112 shares; 2024Q3: 49,548 shares 49,548 $4.43M 0.41% +436 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; 2022Q4: 10,087 shares; 2023Q1: 9,792 shares; 2023Q2: 9,521 shares; 2023Q3: 11,001 shares; 2023Q4: 12,011 shares; 2024Q1: 12,174 shares; 2024Q2: 18,330 shares; 2024Q3: 21,715 shares 21,715 $4.05M 0.38% +3,385 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; 2022Q4: 17,602 shares; 2023Q1: 17,944 shares; 2023Q2: 17,687 shares; 2023Q3: 17,649 shares; 2023Q4: 17,589 shares; 2024Q1: 17,627 shares; 2024Q2: 17,337 shares; 2024Q3: 17,388 shares 17,388 $3.67M 0.34% +51 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,659 shares; 2023Q1: 1,687 shares; 2023Q2: 1,586 shares; 2023Q3: 1,809 shares; 2023Q4: 1,863 shares; 2024Q1: 1,796 shares; 2024Q2: 24,601 shares; 2024Q3: 28,748 shares 28,748 $3.49M 0.33% +4,147 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; 2022Q4: 4,761 shares; 2023Q1: 5,431 shares; 2023Q2: 5,431 shares; 2023Q3: 5,425 shares; 2023Q4: 5,396 shares; 2024Q1: 5,452 shares; 2024Q2: 6,529 shares; 2024Q3: 6,759 shares 6,759 $3.11M 0.29% +230 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 41,129 shares; 2023Q1: 40,957 shares; 2023Q2: 39,435 shares; 2023Q3: 39,566 shares; 2023Q4: 39,566 shares; 2024Q1: 39,566 shares; 2024Q2: 39,566 shares; 2024Q3: 39,566 shares 39,566 $2.83M 0.26% 0 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; 2022Q4: 11,635 shares; 2023Q1: 13,023 shares; 2023Q2: 12,985 shares; 2023Q3: 13,344 shares; 2023Q4: 12,122 shares; 2024Q1: 11,453 shares; 2024Q2: 9,449 shares; 2024Q3: 7,806 shares 7,806 $2.76M 0.26% -1,643 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 31,947 shares; 2023Q1: 30,691 shares; 2023Q2: 28,810 shares; 2023Q3: 30,567 shares; 2023Q4: 28,878 shares; 2024Q1: 23,536 shares; 2024Q2: 16,916 shares; 2024Q3: 14,789 shares 14,789 $2.45M 0.23% -2,127 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; 2022Q4: 9,481 shares; 2023Q1: 9,306 shares; 2023Q2: 8,885 shares; 2023Q3: 10,073 shares; 2023Q4: 9,482 shares; 2024Q1: 8,959 shares; 2024Q2: 6,452 shares; 2024Q3: 6,014 shares 6,014 $2.44M 0.23% -438 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; 2022Q4: 35,336 shares; 2023Q1: 31,512 shares; 2023Q2: 27,818 shares; 2023Q3: 21,260 shares; 2023Q4: 19,333 shares; 2024Q1: 19,333 shares; 2024Q2: 19,333 shares; 2024Q3: 19,505 shares 19,505 $2.29M 0.21% +172 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,756 shares; 2023Q1: 8,756 shares; 2023Q2: 8,756 shares; 2023Q3: 8,756 shares; 2023Q4: 8,756 shares; 2024Q1: 8,756 shares; 2024Q2: 8,756 shares; 2024Q3: 8,756 shares 8,756 $2.22M 0.21% 0 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; 2022Q4: 1,794 shares; 2023Q1: 1,705 shares; 2023Q2: 1,516 shares; 2023Q3: 1,700 shares; 2023Q4: 1,770 shares; 2024Q1: 1,672 shares; 2024Q2: 2,724 shares; 2024Q3: 3,345 shares 3,345 $1.91M 0.18% +621 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 66,664 shares; 2023Q1: 64,617 shares; 2023Q2: 62,917 shares; 2023Q3: 60,225 shares; 2023Q4: 59,799 shares; 2024Q1: 50,460 shares; 2024Q2: 45,285 shares; 2024Q3: 41,610 shares 41,610 $1.9M 0.18% -3,675 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; 2022Q4: 8,557 shares; 2023Q1: 9,152 shares; 2023Q2: 8,354 shares; 2023Q3: 8,290 shares; 2023Q4: 7,361 shares; 2024Q1: 6,893 shares; 2024Q2: 8,102 shares; 2024Q3: 6,781 shares 6,781 $1.88M 0.18% -1,321 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,192 shares; 2023Q1: 3,934 shares; 2023Q2: 3,934 shares; 2023Q3: 5,434 shares; 2023Q4: 5,440 shares; 2024Q1: 5,440 shares; 2024Q2: 5,440 shares; 2024Q3: 5,440 shares 5,440 $1.71M 0.16% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 21,635 shares; 2023Q1: 22,334 shares; 2023Q2: 22,066 shares; 2023Q3: 22,066 shares; 2023Q4: 22,066 shares; 2024Q1: 22,066 shares; 2024Q2: 21,179 shares; 2024Q3: 21,179 shares 21,179 $1.44M 0.14% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 15,637 shares; 2023Q2: 15,637 shares; 2023Q3: 13,495 shares; 2023Q4: 13,501 shares; 2024Q1: 14,083 shares; 2024Q2: 14,083 shares; 2024Q3: 14,083 shares 14,083 $1.43M 0.13% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,791 shares; 2023Q1: 4,588 shares; 2023Q2: 4,695 shares; 2023Q3: 4,863 shares; 2023Q4: 4,550 shares; 2024Q1: 4,367 shares; 2024Q2: 2,794 shares; 2024Q3: 2,260 shares 2,260 $1.4M 0.13% -534 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; 2022Q4: 10,795 shares; 2023Q1: 12,479 shares; 2023Q2: 12,477 shares; 2023Q3: 12,808 shares; 2023Q4: 12,032 shares; 2024Q1: 12,421 shares; 2024Q2: 8,236 shares; 2024Q3: 6,269 shares 6,269 $1.4M 0.13% -1,967 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 24,114 shares; 2023Q1: 23,739 shares; 2023Q2: 23,081 shares; 2023Q3: 24,689 shares; 2023Q4: 23,026 shares; 2024Q1: 15,565 shares; 2024Q2: 10,395 shares; 2024Q3: 8,168 shares 8,168 $1.39M 0.13% -2,227 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,382 shares; 2023Q1: 10,539 shares; 2023Q2: 10,504 shares; 2023Q3: 10,559 shares; 2023Q4: 9,395 shares; 2024Q1: 8,004 shares; 2024Q2: 5,081 shares; 2024Q3: 3,791 shares 3,791 $1.37M 0.13% -1,290 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; 2022Q4: 1,233 shares; 2023Q1: 1,321 shares; 2023Q2: 1,233 shares; 2023Q3: 1,244 shares; 2023Q4: 1,188 shares; 2024Q1: 1,199 shares; 2024Q2: 1,403 shares; 2024Q3: 1,516 shares 1,516 $1.34M 0.13% +113 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; 2022Q4: 37,391 shares; 2023Q1: 37,391 shares; 2023Q2: 37,391 shares; 2023Q3: 41,114 shares; 2023Q4: 40,812 shares; 2024Q1: 41,291 shares; 2024Q2: 40,812 shares; 2024Q3: 33,517 shares 33,517 $1.33M 0.12% -7,295 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 19,878 shares; 2023Q1: 18,071 shares; 2023Q2: 17,086 shares; 2023Q3: 15,533 shares; 2023Q4: 14,140 shares; 2024Q1: 13,094 shares; 2024Q2: 9,931 shares; 2024Q3: 8,159 shares 8,159 $1.32M 0.12% -1,772 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,000 shares; 2023Q1: 15,000 shares; 2023Q2: not reported; 2023Q3: 4,000 shares; 2023Q4: 9,520 shares; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares 12,000 $1.32M 0.12% 0 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; 2022Q4: 14,051 shares; 2023Q1: 14,478 shares; 2023Q2: 13,993 shares; 2023Q3: 15,057 shares; 2023Q4: 13,993 shares; 2024Q1: 13,513 shares; 2024Q2: 9,093 shares; 2024Q3: 7,327 shares 7,327 $1.27M 0.12% -1,766 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,306 shares; 2023Q1: 5,293 shares; 2023Q2: 5,013 shares; 2023Q3: 5,726 shares; 2023Q4: 5,180 shares; 2024Q1: 4,902 shares; 2024Q2: 3,397 shares; 2024Q3: 2,438 shares 2,438 $1.2M 0.11% -959 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; 2022Q4: 28,066 shares; 2023Q1: 30,580 shares; 2023Q2: 42,359 shares; 2023Q3: 33,748 shares; 2023Q4: 33,748 shares; 2024Q1: 31,523 shares; 2024Q2: 29,779 shares; 2024Q3: 26,440 shares 26,440 $1.2M 0.11% -3,339 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 30,264 shares; 2023Q1: 31,643 shares; 2023Q2: 30,959 shares; 2023Q3: 31,235 shares; 2023Q4: 29,959 shares; 2024Q1: 28,234 shares; 2024Q2: 17,520 shares; 2024Q3: 12,242 shares 12,242 $1.19M 0.11% -5,278 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 726 shares; 2024Q1: 718 shares; 2024Q2: 1,239 shares; 2024Q3: 1,539 shares 1,539 $1.09M 0.1% +300 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,721 shares; 2024Q2: 6,986 shares; 2024Q3: 5,528 shares 5,528 $1.08M 0.1% -1,458 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,497 shares; 2023Q1: 4,497 shares; 2023Q2: 4,491 shares; 2023Q3: 5,147 shares; 2023Q4: 5,010 shares; 2024Q1: 5,099 shares; 2024Q2: 4,999 shares; 2024Q3: 4,999 shares 4,999 $987K 0.09% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,316 shares 3,316 $939K 0.09% new Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,654 shares; 2023Q1: 5,654 shares; 2023Q2: 5,654 shares; 2023Q3: 5,654 shares; 2023Q4: 5,654 shares; 2024Q1: 5,654 shares; 2024Q2: 5,654 shares; 2024Q3: 5,654 shares 5,654 $933K 0.09% 0 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; 2022Q4: 14,936 shares; 2023Q1: 14,936 shares; 2023Q2: 14,936 shares; 2023Q3: 14,936 shares; 2023Q4: 14,936 shares; 2024Q1: 14,936 shares; 2024Q2: 14,936 shares; 2024Q3: 14,936 shares 14,936 $929K 0.09% 0 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; 2022Q4: 1,648 shares; 2023Q1: 1,420 shares; 2023Q2: 1,199 shares; 2023Q3: 1,457 shares; 2023Q4: 1,457 shares; 2024Q1: 1,209 shares; 2024Q2: 1,517 shares; 2024Q3: 1,748 shares 1,748 $859K 0.08% +231 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; 2022Q4: 8,451 shares; 2023Q1: 9,310 shares; 2023Q2: 8,972 shares; 2023Q3: 10,497 shares; 2023Q4: 9,415 shares; 2024Q1: 9,228 shares; 2024Q2: 5,844 shares; 2024Q3: 4,112 shares 4,112 $849K 0.08% -1,732 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,355 shares; 2023Q4: 1,327 shares; 2024Q1: 1,545 shares; 2024Q2: 2,222 shares; 2024Q3: 2,542 shares 2,542 $843K 0.08% +320 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 30,240 shares; 2023Q1: 30,240 shares; 2023Q2: 30,240 shares; 2023Q3: 33,220 shares; 2023Q4: 33,220 shares; 2024Q1: 52,911 shares; 2024Q2: 52,911 shares; 2024Q3: 52,911 shares 52,911 $799K 0.07% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,423 shares; 2023Q1: 7,483 shares; 2023Q2: 7,456 shares; 2023Q3: 8,479 shares; 2023Q4: 7,791 shares; 2024Q1: 7,749 shares; 2024Q2: 4,970 shares; 2024Q3: 3,802 shares 3,802 $789K 0.07% -1,168 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,020 shares; 2024Q1: 6,020 shares; 2024Q2: 6,020 shares; 2024Q3: 6,020 shares 6,020 $772K 0.07% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,170 shares; 2024Q3: 1,988 shares 1,988 $759K 0.07% -182 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,007 shares; 2023Q1: 6,838 shares; 2023Q2: 6,838 shares; 2023Q3: 6,838 shares; 2023Q4: 6,838 shares; 2024Q1: 7,220 shares; 2024Q2: 6,620 shares; 2024Q3: 6,620 shares 6,620 $755K 0.07% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,980 shares; 2023Q1: 8,980 shares; 2023Q2: 8,980 shares; 2023Q3: 8,980 shares; 2023Q4: 8,980 shares; 2024Q1: 8,980 shares; 2024Q2: 8,980 shares; 2024Q3: 8,980 shares 8,980 $746K 0.07% 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; 2022Q4: 11,510 shares; 2023Q1: 11,510 shares; 2023Q2: 11,510 shares; 2023Q3: 9,131 shares; 2023Q4: 9,131 shares; 2024Q1: 9,131 shares; 2024Q2: 9,131 shares; 2024Q3: 9,131 shares 9,131 $734K 0.07% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,150 shares; 2023Q1: 7,216 shares; 2023Q2: 7,181 shares; 2023Q3: 7,183 shares; 2023Q4: 6,470 shares; 2024Q1: 6,184 shares; 2024Q2: 4,579 shares; 2024Q3: 3,376 shares 3,376 $726K 0.07% -1,203 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 22,774 shares; 2023Q1: 23,042 shares; 2023Q2: 23,313 shares; 2023Q3: 23,571 shares; 2023Q4: 23,807 shares; 2024Q1: 24,039 shares; 2024Q2: 24,257 shares; 2024Q3: 24,139 shares 24,139 $713K 0.07% -118 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; 2022Q4: 2,657 shares; 2023Q1: 2,574 shares; 2023Q2: 2,534 shares; 2023Q3: 2,834 shares; 2023Q4: 2,746 shares; 2024Q1: 2,746 shares; 2024Q2: 2,606 shares; 2024Q3: 2,586 shares 2,586 $678K 0.06% -20 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 919 shares; 2023Q1: 919 shares; 2023Q2: 919 shares; 2023Q3: 1,269 shares; 2023Q4: 1,269 shares; 2024Q1: 2,912 shares; 2024Q2: 2,951 shares; 2024Q3: 2,223 shares 2,223 $677K 0.06% -728 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,750 shares; 2023Q1: 10,750 shares; 2023Q2: 9,750 shares; 2023Q3: 9,750 shares; 2023Q4: 9,750 shares; 2024Q1: 9,750 shares; 2024Q2: 8,550 shares; 2024Q3: 8,550 shares 8,550 $660K 0.06% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,797 shares; 2024Q1: 1,797 shares; 2024Q2: 1,797 shares; 2024Q3: 2,015 shares 2,015 $649K 0.06% +218 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14,420 shares; 2023Q1: 14,420 shares; 2023Q2: 14,420 shares; 2023Q3: 14,420 shares; 2023Q4: 14,420 shares; 2024Q1: 14,420 shares; 2024Q2: 14,420 shares; 2024Q3: 14,420 shares 14,420 $641K 0.06% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 20,513 shares; 2023Q1: 18,201 shares; 2023Q2: 17,201 shares; 2023Q3: 17,195 shares; 2023Q4: 14,825 shares; 2024Q1: 9,898 shares; 2024Q2: 8,920 shares; 2024Q3: 7,560 shares 7,560 $633K 0.06% -1,360 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,744 shares; 2023Q3: 2,363 shares; 2023Q4: 2,081 shares; 2024Q1: 1,902 shares; 2024Q2: 1,235 shares; 2024Q3: 816 shares 816 $632K 0.06% -419 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 970 shares; 2023Q3: 1,063 shares; 2023Q4: 1,007 shares; 2024Q1: 1,334 shares; 2024Q2: 2,002 shares; 2024Q3: 2,272 shares 2,272 $622K 0.06% +270 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 356 shares; 2024Q2: 777 shares; 2024Q3: 1,005 shares 1,005 $622K 0.06% +228 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,921 shares; 2023Q1: 2,921 shares; 2023Q2: 2,921 shares; 2023Q3: 2,921 shares; 2023Q4: 2,921 shares; 2024Q1: 2,921 shares; 2024Q2: 3,446 shares; 2024Q3: 3,446 shares 3,446 $619K 0.06% 0 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; 2022Q4: 18,923 shares; 2023Q1: 18,923 shares; 2023Q2: 18,923 shares; 2023Q3: 21,123 shares; 2023Q4: 21,123 shares; 2024Q1: 21,123 shares; 2024Q2: 21,123 shares; 2024Q3: 21,123 shares 21,123 $615K 0.06% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 257 shares; 2023Q3: not reported; 2023Q4: 248 shares; 2024Q1: 247 shares; 2024Q2: 489 shares; 2024Q3: 589 shares 589 $612K 0.06% +100 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,914 shares; 2023Q4: 2,914 shares; 2024Q1: 2,914 shares; 2024Q2: 2,914 shares; 2024Q3: 2,914 shares 2,914 $601K 0.06% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 18,199 shares; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,428 shares 10,428 $597K 0.06% +428 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 1,486 shares; 2023Q2: 2,109 shares; 2023Q3: 2,123 shares; 2023Q4: 1,916 shares; 2024Q1: 1,838 shares; 2024Q2: 1,966 shares; 2024Q3: 2,255 shares 2,255 $590K 0.06% +289 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,451 shares; 2024Q3: 2,265 shares 2,265 $578K 0.05% +814 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 15,060 shares; 2023Q1: 15,463 shares; 2023Q2: 15,420 shares; 2023Q3: 15,417 shares; 2023Q4: 13,935 shares; 2024Q1: 12,650 shares; 2024Q2: 12,376 shares; 2024Q3: 8,843 shares 8,843 $576K 0.05% -3,533 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,992 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,184 shares; 2024Q2: 3,709 shares; 2024Q3: 4,475 shares 4,475 $542K 0.05% +766 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,349 shares; 2023Q1: 5,663 shares; 2023Q2: 5,653 shares; 2023Q3: 6,764 shares; 2023Q4: 5,976 shares; 2024Q1: 5,274 shares; 2024Q2: 2,890 shares; 2024Q3: 1,834 shares 1,834 $539K 0.05% -1,056 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,233 shares; 2024Q3: 1,568 shares 1,568 $536K 0.05% +335 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; 2022Q4: 1,970 shares; 2023Q1: 1,970 shares; 2023Q2: 1,970 shares; 2023Q3: 1,970 shares; 2023Q4: 1,970 shares; 2024Q1: 1,970 shares; 2024Q2: 2,004 shares; 2024Q3: 2,004 shares 2,004 $536K 0.05% 0 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; 2022Q4: 7,600 shares; 2023Q1: 7,600 shares; 2023Q2: 6,800 shares; 2023Q3: 6,800 shares; 2023Q4: 6,800 shares; 2024Q1: 6,800 shares; 2024Q2: 5,700 shares; 2024Q3: 5,100 shares 5,100 $534K 0.05% -600 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; 2022Q4: 4,043 shares; 2023Q1: 3,838 shares; 2023Q2: 3,838 shares; 2023Q3: 3,788 shares; 2023Q4: 3,788 shares; 2024Q1: 4,709 shares; 2024Q2: 4,841 shares; 2024Q3: 4,391 shares 4,391 $515K 0.05% -450 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 950 shares; 2023Q4: 1,136 shares; 2024Q1: 1,136 shares; 2024Q2: 1,136 shares; 2024Q3: 1,136 shares 1,136 $511K 0.05% 0 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; 2022Q4: 7,684 shares; 2023Q1: 7,338 shares; 2023Q2: 7,338 shares; 2023Q3: 7,564 shares; 2023Q4: 7,797 shares; 2024Q1: 6,997 shares; 2024Q2: 6,997 shares; 2024Q3: 6,997 shares 6,997 $503K 0.05% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,564 shares; 2024Q3: 2,865 shares 2,865 $498K 0.05% +1,301 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,945 shares; 2024Q3: 6,467 shares 6,467 $486K 0.05% +1,522 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 750 shares; 2024Q3: 940 shares 940 $486K 0.05% +190 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,959 shares; 2023Q1: 6,959 shares; 2023Q2: 6,959 shares; 2023Q3: 6,959 shares; 2023Q4: 6,959 shares; 2024Q1: 5,355 shares; 2024Q2: 5,355 shares; 2024Q3: 4,348 shares 4,348 $464K 0.04% -1,007 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 19,894 shares; 2023Q1: 20,009 shares; 2023Q2: 19,979 shares; 2023Q3: 21,830 shares; 2023Q4: 19,664 shares; 2024Q1: 17,816 shares; 2024Q2: 7,919 shares; 2024Q3: 5,174 shares 5,174 $457K 0.04% -2,745 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 265 shares; 2024Q2: 394 shares; 2024Q3: 509 shares 509 $452K 0.04% +115 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,356 shares; 2024Q2: 2,370 shares; 2024Q3: 2,887 shares 2,887 $450K 0.04% +517 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 353 shares; 2024Q1: not reported; 2024Q2: 693 shares; 2024Q3: 857 shares 857 $444K 0.04% +164 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,477 shares; 2024Q3: 5,216 shares 5,216 $441K 0.04% +739 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 197 shares; 2024Q1: 197 shares; 2024Q2: 184 shares; 2024Q3: 2,490 shares 2,490 $430K 0.04% +2,306 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,883 shares; 2023Q4: 2,731 shares; 2024Q1: 2,731 shares; 2024Q2: 2,731 shares; 2024Q3: 2,731 shares 2,731 $418K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,799 shares; 2024Q1: 1,774 shares; 2024Q2: 2,198 shares; 2024Q3: 2,198 shares 2,198 $414K 0.04% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,980 shares; 2023Q1: 5,980 shares; 2023Q2: 5,980 shares; 2023Q3: 5,980 shares; 2023Q4: 5,980 shares; 2024Q1: 5,980 shares; 2024Q2: 6,522 shares; 2024Q3: 6,522 shares 6,522 $409K 0.04% 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; 2022Q4: 1,682 shares; 2023Q1: 1,682 shares; 2023Q2: 1,625 shares; 2023Q3: 1,834 shares; 2023Q4: 1,834 shares; 2024Q1: 5,502 shares; 2024Q2: 5,074 shares; 2024Q3: 4,988 shares 4,988 $403K 0.04% -86 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,960 shares; 2023Q4: 2,164 shares; 2024Q1: 1,477 shares; 2024Q2: 1,477 shares; 2024Q3: 1,485 shares 1,485 $392K 0.04% +8 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,278 shares; 2023Q4: 2,050 shares; 2024Q1: 2,050 shares; 2024Q2: 2,050 shares; 2024Q3: 2,050 shares 2,050 $391K 0.04% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,052 shares; 2024Q3: 3,899 shares 3,899 $390K 0.04% +847 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 12,095 shares; 2023Q3: 45,095 shares; 2023Q4: 54,095 shares; 2024Q1: 68,095 shares; 2024Q2: 26,095 shares; 2024Q3: 47,095 shares 47,095 $389K 0.04% +21,000 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 357 shares; 2024Q3: 464 shares 464 $387K 0.04% +107 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,900 shares; 2023Q1: 11,900 shares; 2023Q2: 11,900 shares; 2023Q3: 17,050 shares; 2023Q4: 17,050 shares; 2024Q1: 17,050 shares; 2024Q2: 14,918 shares; 2024Q3: 14,918 shares 14,918 $382K 0.04% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 25,000 shares; 2023Q4: 25,000 shares; 2024Q1: 25,000 shares; 2024Q2: 25,000 shares; 2024Q3: 25,000 shares 25,000 $364K 0.03% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,592 shares; 2024Q3: 4,654 shares 4,654 $363K 0.03% +1,062 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,000 shares 10,000 $361K 0.03% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,818 shares 6,818 $357K 0.03% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,529 shares; 2024Q2: 1,529 shares; 2024Q3: 1,529 shares 1,529 $345K 0.03% 0 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; 2022Q4: 7,365 shares; 2023Q1: 7,168 shares; 2023Q2: 7,168 shares; 2023Q3: 10,074 shares; 2023Q4: 9,206 shares; 2024Q1: 9,206 shares; 2024Q2: 7,306 shares; 2024Q3: 6,459 shares 6,459 $344K 0.03% -847 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,065 shares; 2024Q3: 1,381 shares 1,381 $338K 0.03% +316 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 343 shares; 2024Q1: 318 shares; 2024Q2: 361 shares; 2024Q3: 369 shares 369 $330K 0.03% +8 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14,994 shares; 2023Q1: 14,369 shares; 2023Q2: 10,903 shares; 2023Q3: 11,046 shares; 2023Q4: 13,046 shares; 2024Q1: 13,783 shares; 2024Q2: 13,959 shares; 2024Q3: 13,959 shares 13,959 $327K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 650 shares; 2023Q4: 650 shares; 2024Q1: 650 shares; 2024Q2: 650 shares; 2024Q3: 650 shares 650 $321K 0.03% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 956 shares; 2024Q3: 1,274 shares 1,274 $314K 0.03% +318 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,489 shares 2,489 $311K 0.03% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,536 shares; 2024Q3: 5,833 shares 5,833 $304K 0.03% +1,297 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,337 shares; 2024Q3: 7,337 shares 7,337 $302K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,042 shares; 2023Q1: 1,042 shares; 2023Q2: 1,042 shares; 2023Q3: 1,042 shares; 2023Q4: 1,042 shares; 2024Q1: 1,042 shares; 2024Q2: 918 shares; 2024Q3: 935 shares 935 $301K 0.03% +17 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 554 shares; 2024Q2: 756 shares; 2024Q3: 756 shares 756 $296K 0.03% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,523 shares; 2023Q1: 3,592 shares; 2023Q2: 3,681 shares; 2023Q3: 3,776 shares; 2023Q4: 3,314 shares; 2024Q1: 3,028 shares; 2024Q2: 1,689 shares; 2024Q3: 1,101 shares 1,101 $295K 0.03% -588 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; 2022Q4: 5,389 shares; 2023Q1: not reported; 2023Q2: 5,284 shares; 2023Q3: 7,091 shares; 2023Q4: 4,867 shares; 2024Q1: 5,154 shares; 2024Q2: 5,154 shares; 2024Q3: 5,154 shares 5,154 $291K 0.03% 0 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; 2022Q4: 2,228 shares; 2023Q1: 1,883 shares; 2023Q2: 1,283 shares; 2023Q3: 1,199 shares; 2023Q4: 1,424 shares; 2024Q1: 1,199 shares; 2024Q2: 1,053 shares; 2024Q3: 1,053 shares 1,053 $285K 0.03% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 978 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 929 shares; 2024Q2: 947 shares; 2024Q3: 947 shares 947 $276K 0.03% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,115 shares; 2023Q4: 1,115 shares; 2024Q1: 1,115 shares; 2024Q2: 1,129 shares; 2024Q3: 1,137 shares 1,137 $270K 0.03% +8 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,608 shares; 2023Q1: 10,876 shares; 2023Q2: 10,895 shares; 2023Q3: 11,008 shares; 2023Q4: 10,945 shares; 2024Q1: 10,983 shares; 2024Q2: 5,927 shares; 2024Q3: 3,936 shares 3,936 $267K 0.03% -1,991 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 1,168 shares; 2023Q2: 1,168 shares; 2023Q3: 1,168 shares; 2023Q4: 1,125 shares; 2024Q1: 800 shares; 2024Q2: 901 shares; 2024Q3: 894 shares 894 $259K 0.02% -7 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; 2022Q4: 950 shares; 2023Q1: 950 shares; 2023Q2: 950 shares; 2023Q3: 950 shares; 2023Q4: 950 shares; 2024Q1: 950 shares; 2024Q2: 950 shares; 2024Q3: 950 shares 950 $255K 0.02% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,436 shares; 2024Q1: 2,436 shares; 2024Q2: 2,039 shares; 2024Q3: 2,039 shares 2,039 $252K 0.02% 0 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; 2022Q4: 3,106 shares; 2023Q1: 3,106 shares; 2023Q2: 3,106 shares; 2023Q3: 3,106 shares; 2023Q4: 3,328 shares; 2024Q1: 3,328 shares; 2024Q2: 3,328 shares; 2024Q3: 3,328 shares 3,328 $245K 0.02% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,540 shares; 2024Q2: 2,540 shares; 2024Q3: 2,540 shares 2,540 $243K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,288 shares; 2024Q1: 2,288 shares; 2024Q2: 2,288 shares; 2024Q3: 2,288 shares 2,288 $239K 0.02% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,945 shares; 2023Q4: 2,366 shares; 2024Q1: 2,069 shares; 2024Q2: 2,069 shares; 2024Q3: 2,069 shares 2,069 $235K 0.02% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 527 shares; 2024Q2: 473 shares; 2024Q3: 473 shares 473 $231K 0.02% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,618 shares 3,618 $220K 0.02% new 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; 2022Q4: 3,248 shares; 2023Q1: 3,248 shares; 2023Q2: 3,248 shares; 2023Q3: 3,523 shares; 2023Q4: 3,068 shares; 2024Q1: 2,910 shares; 2024Q2: 2,714 shares; 2024Q3: 2,714 shares 2,714 $218K 0.02% 0 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,277 shares 1,277 $215K 0.02% new Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,333 shares; 2023Q1: 11,333 shares; 2023Q2: 11,333 shares; 2023Q3: 11,333 shares; 2023Q4: 11,333 shares; 2024Q1: 11,333 shares; 2024Q2: 11,333 shares; 2024Q3: 11,333 shares 11,333 $215K 0.02% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,589 shares; 2024Q3: 1,589 shares 1,589 $213K 0.02% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,339 shares; 2024Q3: 1,169 shares 1,169 $213K 0.02% -170 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,876 shares; 2023Q1: 11,056 shares; 2023Q2: 6,021 shares; 2023Q3: 4,757 shares; 2023Q4: 4,757 shares; 2024Q1: 5,063 shares; 2024Q2: 5,063 shares; 2024Q3: 3,871 shares 3,871 $212K 0.02% -1,192 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,681 shares; 2023Q1: 1,368 shares; 2023Q2: 1,368 shares; 2023Q3: 1,274 shares; 2023Q4: not reported; 2024Q1: 1,331 shares; 2024Q2: 1,434 shares; 2024Q3: 1,434 shares 1,434 $211K 0.02% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,371 shares 3,371 $209K 0.02% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,485 shares 2,485 $209K 0.02% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 943 shares 943 $208K 0.02% new Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 583 shares; 2023Q4: not reported; 2024Q1: 434 shares; 2024Q2: not reported; 2024Q3: 343 shares 343 $207K 0.02% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 915 shares; 2024Q2: 915 shares; 2024Q3: 915 shares 915 $206K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,079 shares 1,079 $205K 0.02% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,405 shares; 2023Q1: 10,405 shares; 2023Q2: 9,225 shares; 2023Q3: 9,225 shares; 2023Q4: 7,645 shares; 2024Q1: 3,645 shares; 2024Q2: 3,412 shares; 2024Q3: 2,262 shares 2,262 $204K 0.02% -1,150 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; 2022Q4: 3,128 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,833 shares; 2024Q2: 1,833 shares; 2024Q3: 1,833 shares 1,833 $200K 0.02% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 32,000 shares; 2024Q2: 32,000 shares; 2024Q3: 16,000 shares 16,000 $171K 0.02% -16,000 Timeline OCGN OCUGEN INC More: the full row for OCUGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 23,500 shares 23,500 $23.3K <0.01% new Timeline Veru Inc Veru Inc More: the full row for Veru Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,067 shares; 2023Q1: 12,067 shares; 2023Q2: 12,067 shares; 2023Q3: 12,067 shares; 2023Q4: 12,067 shares; 2024Q1: 12,067 shares; 2024Q2: 12,067 shares; 2024Q3: 12,067 shares 12,067 $9.28K <0.01% 0