NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,699,266 shares; 2024Q4: 1,785,874 shares; 2025Q1: 1,748,907 shares; 2025Q2: 1,719,180 shares; 2025Q3: 1,723,755 shares; 2025Q4: 1,740,305 shares; 2026Q1: 1,720,393 shares; 2026Q2: 1,722,144 shares 1,722,144 $345M 5.46% +1,751 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: 1,164,950 shares; 2024Q4: 1,164,527 shares; 2025Q1: 1,129,020 shares; 2025Q2: 1,096,447 shares; 2025Q3: 1,098,241 shares; 2025Q4: 1,129,695 shares; 2026Q1: 1,133,645 shares; 2026Q2: 1,136,862 shares 1,136,862 $329M 5.21% +3,217 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: 111,109 shares; 2024Q4: 119,501 shares; 2025Q1: 113,998 shares; 2025Q2: 102,669 shares; 2025Q3: 105,002 shares; 2025Q4: 205,787 shares; 2026Q1: 234,336 shares; 2026Q2: 299,727 shares 299,727 $206M 3.26% +65,391 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: 170,405 shares; 2024Q4: 175,157 shares; 2025Q1: 176,082 shares; 2025Q2: 181,412 shares; 2025Q3: 177,999 shares; 2025Q4: 178,867 shares; 2026Q1: 178,441 shares; 2026Q2: 174,476 shares 174,476 $128M 2.03% -3,965 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: 217,505 shares; 2024Q4: 199,822 shares; 2025Q1: 189,624 shares; 2025Q2: 183,612 shares; 2025Q3: 167,542 shares; 2025Q4: 172,240 shares; 2026Q1: 169,969 shares; 2026Q2: 168,683 shares 168,683 $126M 2% -1,286 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: 432,424 shares; 2024Q4: 434,008 shares; 2025Q1: 433,219 shares; 2025Q2: 454,720 shares; 2025Q3: 455,189 shares; 2025Q4: 447,871 shares; 2026Q1: 444,368 shares; 2026Q2: 448,813 shares 448,813 $107M 1.69% +4,445 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: 276,084 shares; 2024Q4: 276,576 shares; 2025Q1: 275,694 shares; 2025Q2: 273,996 shares; 2025Q3: 277,426 shares; 2025Q4: 280,713 shares; 2026Q1: 275,537 shares; 2026Q2: 281,482 shares 281,482 $99.5M 1.58% +5,945 Timeline VGIT 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: 15,630 shares; 2024Q4: 15,388 shares; 2025Q1: 15,882 shares; 2025Q2: 14,700 shares; 2025Q3: 14,664 shares; 2025Q4: 1,476,604 shares; 2026Q1: 1,645,471 shares; 2026Q2: 1,578,346 shares 1,578,346 $93.1M 1.47% -67,125 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: 217,540 shares; 2024Q4: 207,239 shares; 2025Q1: 215,595 shares; 2025Q2: 217,277 shares; 2025Q3: 204,312 shares; 2025Q4: 215,997 shares; 2026Q1: 220,888 shares; 2026Q2: 224,945 shares 224,945 $80.4M 1.27% +4,057 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 1,652,954 shares; 2026Q1: 1,738,328 shares; 2026Q2: 1,771,602 shares 1,771,602 $73.7M 1.17% +33,274 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: 168,934 shares; 2024Q4: 180,500 shares; 2025Q1: 175,856 shares; 2025Q2: 159,451 shares; 2025Q3: 168,021 shares; 2025Q4: 182,514 shares; 2026Q1: 187,930 shares; 2026Q2: 188,165 shares 188,165 $70.2M 1.11% +235 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: 1,603,354 shares; 2024Q4: 1,601,553 shares; 2025Q1: 1,599,936 shares; 2025Q2: 1,580,725 shares; 2025Q3: 1,563,677 shares; 2025Q4: 1,544,016 shares; 2026Q1: 1,536,303 shares; 2026Q2: 1,571,550 shares 1,571,550 $69.7M 1.1% +35,247 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: not reported; 2024Q4: 99,051 shares; 2025Q1: 101,199 shares; 2025Q2: 91,325 shares; 2025Q3: 89,050 shares; 2025Q4: 87,926 shares; 2026Q1: 90,430 shares; 2026Q2: 90,727 shares 90,727 $67.8M 1.07% +297 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366,095 shares; 2024Q4: 397,598 shares; 2025Q1: 400,462 shares; 2025Q2: 402,511 shares; 2025Q3: 414,025 shares; 2025Q4: 432,960 shares; 2026Q1: 449,861 shares; 2026Q2: 475,747 shares 475,747 $64.1M 1.01% +25,886 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: 104,849 shares; 2024Q4: 152,491 shares; 2025Q1: 152,258 shares; 2025Q2: 153,695 shares; 2025Q3: 159,380 shares; 2025Q4: 153,175 shares; 2026Q1: 150,671 shares; 2026Q2: 157,458 shares 157,458 $59.5M 0.94% +6,787 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: 60,709 shares; 2024Q4: 66,225 shares; 2025Q1: 59,412 shares; 2025Q2: 57,260 shares; 2025Q3: 74,074 shares; 2025Q4: 139,038 shares; 2026Q1: 121,093 shares; 2026Q2: 145,838 shares 145,838 $53.7M 0.85% +24,745 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: 58,897 shares; 2024Q4: 71,828 shares; 2025Q1: 80,161 shares; 2025Q2: 74,906 shares; 2025Q3: 90,239 shares; 2025Q4: 97,191 shares; 2026Q1: 104,014 shares; 2026Q2: 614,209 shares 614,209 $52.9M 0.84% +510,195 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: 140,460 shares; 2024Q4: 188,192 shares; 2025Q1: 239,544 shares; 2025Q2: 279,996 shares; 2025Q3: 340,752 shares; 2025Q4: 344,356 shares; 2026Q1: 405,710 shares; 2026Q2: 465,972 shares 465,972 $46.9M 0.74% +60,262 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: 7,993 shares; 2024Q4: 6,104 shares; 2025Q1: 5,803 shares; 2025Q2: 4,990 shares; 2025Q3: 10,148 shares; 2025Q4: 657,660 shares; 2026Q1: 696,077 shares; 2026Q2: 509,900 shares 509,900 $46.7M 0.74% -186,177 Timeline GRID 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: 10,771 shares; 2024Q4: 28,798 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,015 shares; 2025Q4: 245,918 shares; 2026Q1: 228,834 shares; 2026Q2: 238,510 shares 238,510 $45.7M 0.72% +9,676 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: 84,940 shares; 2024Q4: 82,499 shares; 2025Q1: 81,628 shares; 2025Q2: 90,462 shares; 2025Q3: 99,900 shares; 2025Q4: 105,022 shares; 2026Q1: 105,912 shares; 2026Q2: 107,200 shares 107,200 $45.1M 0.71% +1,288 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: 38,548 shares; 2024Q4: 36,968 shares; 2025Q1: 36,548 shares; 2025Q2: 36,391 shares; 2025Q3: 37,419 shares; 2025Q4: 36,946 shares; 2026Q1: 37,781 shares; 2026Q2: 37,313 shares 37,313 $44.8M 0.71% -468 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: 119,625 shares; 2024Q4: 126,863 shares; 2025Q1: 125,469 shares; 2025Q2: 123,591 shares; 2025Q3: 131,018 shares; 2025Q4: 132,194 shares; 2026Q1: 132,493 shares; 2026Q2: 132,182 shares 132,182 $43.3M 0.69% -311 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: 73,867 shares; 2024Q4: 70,399 shares; 2025Q1: 70,706 shares; 2025Q2: 69,616 shares; 2025Q3: 71,664 shares; 2025Q4: 74,876 shares; 2026Q1: 74,279 shares; 2026Q2: 75,303 shares 75,303 $42.4M 0.67% +1,024 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: 245,532 shares; 2024Q4: 553,007 shares; 2025Q1: 560,478 shares; 2025Q2: 554,651 shares; 2025Q3: 580,392 shares; 2025Q4: 1,363,505 shares; 2026Q1: 1,414,506 shares; 2026Q2: 1,522,230 shares 1,522,230 $42.2M 0.67% +107,724 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: 126,253 shares; 2024Q4: 126,262 shares; 2025Q1: 125,707 shares; 2025Q2: 125,375 shares; 2025Q3: 126,174 shares; 2025Q4: 127,077 shares; 2026Q1: 123,062 shares; 2026Q2: 122,717 shares 122,717 $42.1M 0.67% -345 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 958,181 shares; 2024Q4: 890,116 shares; 2025Q1: 660,001 shares; 2025Q2: 583,888 shares; 2025Q3: 582,778 shares; 2025Q4: 633,426 shares; 2026Q1: 679,198 shares; 2026Q2: 911,989 shares 911,989 $42.1M 0.67% +232,791 Timeline DFAI 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: 716,982 shares; 2024Q4: 727,018 shares; 2025Q1: 772,727 shares; 2025Q2: 836,497 shares; 2025Q3: 931,446 shares; 2025Q4: 955,311 shares; 2026Q1: 999,431 shares; 2026Q2: 1,002,180 shares 1,002,180 $41.3M 0.65% +2,749 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: 118,405 shares; 2024Q4: 119,520 shares; 2025Q1: 115,893 shares; 2025Q2: 117,674 shares; 2025Q3: 119,194 shares; 2025Q4: 134,863 shares; 2026Q1: 110,148 shares; 2026Q2: 108,707 shares 108,707 $40.2M 0.64% -1,441 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: 65,950 shares; 2024Q4: 74,782 shares; 2025Q1: 102,625 shares; 2025Q2: 118,545 shares; 2025Q3: 148,338 shares; 2025Q4: 209,252 shares; 2026Q1: 200,292 shares; 2026Q2: 173,159 shares 173,159 $39.3M 0.62% -27,133 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: 807,754 shares; 2024Q4: 811,440 shares; 2025Q1: 811,013 shares; 2025Q2: 809,289 shares; 2025Q3: 808,657 shares; 2025Q4: 804,327 shares; 2026Q1: 803,983 shares; 2026Q2: 805,578 shares 805,578 $39.1M 0.62% +1,595 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293,427 shares; 2024Q4: 347,265 shares; 2025Q1: 370,445 shares; 2025Q2: 358,184 shares; 2025Q3: 544,652 shares; 2025Q4: 658,848 shares; 2026Q1: 577,845 shares; 2026Q2: 574,745 shares 574,745 $39.1M 0.62% -3,100 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: 175,272 shares; 2024Q4: 739,045 shares; 2025Q1: 1,064,994 shares; 2025Q2: 1,210,748 shares; 2025Q3: 1,189,278 shares; 2025Q4: 1,157,789 shares; 2026Q1: 1,205,151 shares; 2026Q2: 1,317,599 shares 1,317,599 $38.8M 0.61% +112,448 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: 21,236 shares; 2024Q4: 26,502 shares; 2025Q1: 29,224 shares; 2025Q2: 36,454 shares; 2025Q3: 39,716 shares; 2025Q4: 32,067 shares; 2026Q1: 31,855 shares; 2026Q2: 32,019 shares 32,019 $37M 0.59% +164 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: 100,199 shares; 2024Q4: 108,367 shares; 2025Q1: 105,138 shares; 2025Q2: 106,822 shares; 2025Q3: 106,712 shares; 2025Q4: 103,403 shares; 2026Q1: 103,380 shares; 2026Q2: 102,898 shares 102,898 $36.3M 0.57% -482 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,710 shares; 2024Q4: 247,246 shares; 2025Q1: 267,680 shares; 2025Q2: 294,142 shares; 2025Q3: 272,387 shares; 2025Q4: 286,661 shares; 2026Q1: 337,233 shares; 2026Q2: 363,971 shares 363,971 $36M 0.57% +26,738 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: 616,320 shares; 2024Q4: 691,617 shares; 2025Q1: 740,411 shares; 2025Q2: 754,682 shares; 2025Q3: 788,120 shares; 2025Q4: 782,838 shares; 2026Q1: 817,064 shares; 2026Q2: 837,660 shares 837,660 $33.7M 0.53% +20,596 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: 3,066 shares; 2024Q4: 3,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 384,283 shares; 2026Q1: 427,217 shares; 2026Q2: 477,462 shares 477,462 $33M 0.52% +50,245 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: 57,248 shares; 2024Q4: 57,068 shares; 2025Q1: 54,905 shares; 2025Q2: 56,330 shares; 2025Q3: 59,565 shares; 2025Q4: 62,689 shares; 2026Q1: 62,458 shares; 2026Q2: 61,830 shares 61,830 $30.9M 0.49% -628 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: 212,530 shares; 2024Q4: 221,109 shares; 2025Q1: 193,431 shares; 2025Q2: 203,717 shares; 2025Q3: 215,415 shares; 2025Q4: 223,339 shares; 2026Q1: 238,357 shares; 2026Q2: 316,752 shares 316,752 $30.6M 0.48% +78,395 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: 169,882 shares; 2024Q4: 707,827 shares; 2025Q1: 767,177 shares; 2025Q2: 797,307 shares; 2025Q3: 852,869 shares; 2025Q4: 851,043 shares; 2026Q1: 850,062 shares; 2026Q2: 865,290 shares 865,290 $29.3M 0.46% +15,228 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: 311,551 shares; 2024Q4: 293,526 shares; 2025Q1: 279,873 shares; 2025Q2: 285,460 shares; 2025Q3: 319,434 shares; 2025Q4: 337,741 shares; 2026Q1: 349,879 shares; 2026Q2: 403,485 shares 403,485 $28.7M 0.46% +53,606 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: 127,789 shares; 2024Q4: 126,404 shares; 2025Q1: 113,520 shares; 2025Q2: 114,246 shares; 2025Q3: 116,422 shares; 2025Q4: 118,705 shares; 2026Q1: 117,791 shares; 2026Q2: 113,658 shares 113,658 $28.7M 0.45% -4,133 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: 169,946 shares; 2024Q4: 188,447 shares; 2025Q1: 190,707 shares; 2025Q2: 192,958 shares; 2025Q3: 193,542 shares; 2025Q4: 196,087 shares; 2026Q1: 188,732 shares; 2026Q2: 193,257 shares 193,257 $28.7M 0.45% +4,525 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: 93,865 shares; 2024Q4: 111,297 shares; 2025Q1: 106,220 shares; 2025Q2: 107,203 shares; 2025Q3: 111,108 shares; 2025Q4: 111,829 shares; 2026Q1: 110,052 shares; 2026Q2: 111,476 shares 111,476 $28.1M 0.44% +1,424 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: 217,465 shares; 2024Q4: 228,187 shares; 2025Q1: 227,122 shares; 2025Q2: 247,045 shares; 2025Q3: 256,138 shares; 2025Q4: 271,127 shares; 2026Q1: 283,869 shares; 2026Q2: 333,962 shares 333,962 $27.7M 0.44% +50,093 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,996 shares; 2024Q4: 364,394 shares; 2025Q1: 428,037 shares; 2025Q2: 445,104 shares; 2025Q3: 465,909 shares; 2025Q4: 465,267 shares; 2026Q1: 340,401 shares; 2026Q2: 343,632 shares 343,632 $26.8M 0.42% +3,231 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: 17,908 shares; 2024Q4: 19,330 shares; 2025Q1: 22,287 shares; 2025Q2: 28,264 shares; 2025Q3: 29,115 shares; 2025Q4: 29,021 shares; 2026Q1: 29,475 shares; 2026Q2: 224,450 shares 224,450 $26.8M 0.42% +194,975 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: 46,895 shares; 2024Q4: 44,066 shares; 2025Q1: 54,711 shares; 2025Q2: 58,024 shares; 2025Q3: 56,764 shares; 2025Q4: 53,233 shares; 2026Q1: 54,566 shares; 2026Q2: 45,712 shares 45,712 $26.6M 0.42% -8,854 Timeline SPMO 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: 16,296 shares; 2024Q4: 25,749 shares; 2025Q1: 71,203 shares; 2025Q2: 83,168 shares; 2025Q3: 106,328 shares; 2025Q4: 173,674 shares; 2026Q1: 187,566 shares; 2026Q2: 164,120 shares 164,120 $26.5M 0.42% -23,446 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: 233,665 shares; 2024Q4: 272,954 shares; 2025Q1: 340,342 shares; 2025Q2: 331,454 shares; 2025Q3: 384,064 shares; 2025Q4: 410,366 shares; 2026Q1: 342,473 shares; 2026Q2: 344,717 shares 344,717 $26M 0.41% +2,244 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,836 shares; 2024Q4: 156,306 shares; 2025Q1: 421,247 shares; 2025Q2: 444,661 shares; 2025Q3: 467,291 shares; 2025Q4: 489,024 shares; 2026Q1: 521,481 shares; 2026Q2: 563,259 shares 563,259 $25.6M 0.41% +41,778 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 613,500 shares; 2026Q2: 665,387 shares 665,387 $24.4M 0.39% +51,887 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: 55,047 shares; 2024Q4: 50,844 shares; 2025Q1: 55,543 shares; 2025Q2: 60,168 shares; 2025Q3: 57,211 shares; 2025Q4: 58,962 shares; 2026Q1: 59,203 shares; 2026Q2: 57,200 shares 57,200 $23.4M 0.37% -2,003 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: 97,587 shares; 2024Q4: 96,314 shares; 2025Q1: 90,428 shares; 2025Q2: 88,257 shares; 2025Q3: 83,755 shares; 2025Q4: 148,373 shares; 2026Q1: 177,870 shares; 2026Q2: 340,386 shares 340,386 $23.3M 0.37% +162,516 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: 92,464 shares; 2024Q4: 89,056 shares; 2025Q1: 86,113 shares; 2025Q2: 71,574 shares; 2025Q3: 73,580 shares; 2025Q4: 87,721 shares; 2026Q1: 87,088 shares; 2026Q2: 90,574 shares 90,574 $23M 0.36% +3,486 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: 41,270 shares; 2024Q4: 41,708 shares; 2025Q1: 41,796 shares; 2025Q2: 42,978 shares; 2025Q3: 44,020 shares; 2025Q4: 44,220 shares; 2026Q1: 44,138 shares; 2026Q2: 44,133 shares 44,133 $22.7M 0.36% -5 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: 54,763 shares; 2024Q4: 55,443 shares; 2025Q1: 57,594 shares; 2025Q2: 58,599 shares; 2025Q3: 60,050 shares; 2025Q4: 60,773 shares; 2026Q1: 66,349 shares; 2026Q2: 66,831 shares 66,831 $22.6M 0.36% +482 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: 230,151 shares; 2024Q4: 244,092 shares; 2025Q1: 224,137 shares; 2025Q2: 195,936 shares; 2025Q3: 186,618 shares; 2025Q4: 194,448 shares; 2026Q1: 204,335 shares; 2026Q2: 209,187 shares 209,187 $22.5M 0.36% +4,852 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: 176,359 shares; 2024Q4: 570,803 shares; 2025Q1: 584,372 shares; 2025Q2: 580,077 shares; 2025Q3: 601,972 shares; 2025Q4: 613,657 shares; 2026Q1: 628,987 shares; 2026Q2: 644,939 shares 644,939 $22.5M 0.36% +15,952 Timeline VTIP 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: 153,166 shares; 2024Q4: 155,967 shares; 2025Q1: 235,753 shares; 2025Q2: 300,542 shares; 2025Q3: 329,176 shares; 2025Q4: 327,547 shares; 2026Q1: 387,222 shares; 2026Q2: 429,630 shares 429,630 $21.6M 0.34% +42,408 Timeline DFAU 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: 399,121 shares; 2024Q4: 400,214 shares; 2025Q1: 398,347 shares; 2025Q2: 409,663 shares; 2025Q3: 399,499 shares; 2025Q4: 410,021 shares; 2026Q1: 409,434 shares; 2026Q2: 413,676 shares 413,676 $21.4M 0.34% +4,242 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: 55,655 shares; 2024Q4: 55,332 shares; 2025Q1: 55,264 shares; 2025Q2: 55,380 shares; 2025Q3: 55,517 shares; 2025Q4: 55,256 shares; 2026Q1: 46,271 shares; 2026Q2: 46,339 shares 46,339 $21M 0.33% +68 Timeline DFSV 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: 316,062 shares; 2024Q4: 370,907 shares; 2025Q1: 388,184 shares; 2025Q2: 423,964 shares; 2025Q3: 440,885 shares; 2025Q4: 457,656 shares; 2026Q1: 487,996 shares; 2026Q2: 539,438 shares 539,438 $20.9M 0.33% +51,442 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: 19,719 shares; 2024Q4: 20,896 shares; 2025Q1: 21,712 shares; 2025Q2: 22,003 shares; 2025Q3: 22,928 shares; 2025Q4: 22,202 shares; 2026Q1: 21,737 shares; 2026Q2: 22,257 shares 22,257 $20.8M 0.33% +520 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,993 shares; 2024Q4: 101,335 shares; 2025Q1: 156,885 shares; 2025Q2: 175,032 shares; 2025Q3: 223,018 shares; 2025Q4: 243,326 shares; 2026Q1: 259,155 shares; 2026Q2: 447,195 shares 447,195 $20.6M 0.33% +188,040 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: 144,693 shares; 2024Q4: 166,123 shares; 2025Q1: 166,940 shares; 2025Q2: 169,616 shares; 2025Q3: 177,687 shares; 2025Q4: 179,585 shares; 2026Q1: 181,821 shares; 2026Q2: 188,913 shares 188,913 $19.5M 0.31% +7,092 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: 139,055 shares; 2024Q4: 135,734 shares; 2025Q1: 129,963 shares; 2025Q2: 115,805 shares; 2025Q3: 128,067 shares; 2025Q4: 138,546 shares; 2026Q1: 139,474 shares; 2026Q2: 141,951 shares 141,951 $19.4M 0.31% +2,477 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: 40,811 shares; 2025Q1: 41,866 shares; 2025Q2: 42,589 shares; 2025Q3: 45,021 shares; 2025Q4: 44,366 shares; 2026Q1: 42,887 shares; 2026Q2: 43,232 shares 43,232 $18.7M 0.3% +345 Timeline AVLV 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: 142,009 shares; 2024Q4: 171,827 shares; 2025Q1: 166,562 shares; 2025Q2: 164,818 shares; 2025Q3: 168,554 shares; 2025Q4: 170,605 shares; 2026Q1: 190,363 shares; 2026Q2: 203,328 shares 203,328 $18.5M 0.29% +12,965 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: 472,501 shares; 2024Q4: 447,544 shares; 2025Q1: 328,480 shares; 2025Q2: 302,236 shares; 2025Q3: 288,668 shares; 2025Q4: 278,467 shares; 2026Q1: 241,522 shares; 2026Q2: 231,545 shares 231,545 $17.9M 0.28% -9,977 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: 23,151 shares; 2024Q4: 24,619 shares; 2025Q1: 24,579 shares; 2025Q2: 24,806 shares; 2025Q3: 24,449 shares; 2025Q4: 23,395 shares; 2026Q1: 23,467 shares; 2026Q2: 24,431 shares 24,431 $17.7M 0.28% +964 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: 56,520 shares; 2024Q4: 62,265 shares; 2025Q1: 60,858 shares; 2025Q2: 57,257 shares; 2025Q3: 59,949 shares; 2025Q4: 59,968 shares; 2026Q1: 60,430 shares; 2026Q2: 63,589 shares 63,589 $17.2M 0.27% +3,159 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196,496 shares; 2025Q4: 238,044 shares; 2026Q1: 246,089 shares; 2026Q2: 294,680 shares 294,680 $17M 0.27% +48,591 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: 54,249 shares; 2024Q4: 58,985 shares; 2025Q1: 59,549 shares; 2025Q2: 68,728 shares; 2025Q3: 72,890 shares; 2025Q4: 74,550 shares; 2026Q1: 73,921 shares; 2026Q2: 75,754 shares 75,754 $16.5M 0.26% +1,833 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: 138,027 shares; 2024Q4: 139,464 shares; 2025Q1: 138,633 shares; 2025Q2: 137,519 shares; 2025Q3: 174,556 shares; 2025Q4: 149,110 shares; 2026Q1: 144,154 shares; 2026Q2: 143,878 shares 143,878 $16.3M 0.26% -276 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: not reported; 2025Q1: 68,566 shares; 2025Q2: 79,146 shares; 2025Q3: 83,658 shares; 2025Q4: 84,389 shares; 2026Q1: 592,917 shares; 2026Q2: 641,573 shares 641,573 $15.8M 0.25% +48,656 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: 34,937 shares; 2024Q4: 94,876 shares; 2025Q1: 105,436 shares; 2025Q2: 106,120 shares; 2025Q3: 124,412 shares; 2025Q4: 134,905 shares; 2026Q1: 133,154 shares; 2026Q2: 142,889 shares 142,889 $15.8M 0.25% +9,735 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: 153,965 shares; 2024Q4: 157,602 shares; 2025Q1: 154,164 shares; 2025Q2: 149,887 shares; 2025Q3: 161,222 shares; 2025Q4: 152,381 shares; 2026Q1: 132,620 shares; 2026Q2: 132,294 shares 132,294 $15.5M 0.25% -326 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: 154,665 shares; 2024Q4: 147,408 shares; 2025Q1: 137,818 shares; 2025Q2: 140,595 shares; 2025Q3: 144,251 shares; 2025Q4: 144,452 shares; 2026Q1: 146,203 shares; 2026Q2: 149,204 shares 149,204 $15.5M 0.25% +3,001 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,181 shares; 2024Q4: 62,293 shares; 2025Q1: 63,909 shares; 2025Q2: 200,339 shares; 2025Q3: 250,207 shares; 2025Q4: 281,529 shares; 2026Q1: 310,454 shares; 2026Q2: 318,593 shares 318,593 $15.4M 0.24% +8,139 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: 1,735 shares; 2024Q4: 5,287 shares; 2025Q1: 5,221 shares; 2025Q2: 4,900 shares; 2025Q3: 4,905 shares; 2025Q4: 4,628 shares; 2026Q1: 4,871 shares; 2026Q2: 51,053 shares 51,053 $15.4M 0.24% +46,182 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,379 shares; 2024Q4: 111,022 shares; 2025Q1: 110,311 shares; 2025Q2: 109,505 shares; 2025Q3: 99,469 shares; 2025Q4: 113,028 shares; 2026Q1: 98,181 shares; 2026Q2: 95,670 shares 95,670 $15.2M 0.24% -2,511 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,012 shares; 2024Q4: 80,826 shares; 2025Q1: 227,969 shares; 2025Q2: 244,027 shares; 2025Q3: 268,947 shares; 2025Q4: 284,415 shares; 2026Q1: 303,323 shares; 2026Q2: 323,024 shares 323,024 $15.1M 0.24% +19,701 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: 101,038 shares; 2024Q4: 104,980 shares; 2025Q1: 104,359 shares; 2025Q2: 105,043 shares; 2025Q3: 103,496 shares; 2025Q4: 102,847 shares; 2026Q1: 110,975 shares; 2026Q2: 109,669 shares 109,669 $15.1M 0.24% -1,306 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: 64,955 shares; 2024Q4: 66,288 shares; 2025Q1: 64,602 shares; 2025Q2: 65,364 shares; 2025Q3: 65,522 shares; 2025Q4: 64,678 shares; 2026Q1: 60,841 shares; 2026Q2: 62,406 shares 62,406 $14.8M 0.23% +1,565 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: 1,012 shares; 2024Q4: 1,055 shares; 2025Q1: 1,090 shares; 2025Q2: 1,120 shares; 2025Q3: 1,318 shares; 2025Q4: 3,178 shares; 2026Q1: 11,527 shares; 2026Q2: 13,921 shares 13,921 $14.5M 0.23% +2,394 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS 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: 460,258 shares 460,258 $14.3M 0.23% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 813,179 shares; 2024Q4: 856,778 shares; 2025Q1: 629,415 shares; 2025Q2: 625,657 shares; 2025Q3: 640,409 shares; 2025Q4: 660,168 shares; 2026Q1: 619,790 shares; 2026Q2: 624,075 shares 624,075 $14.2M 0.23% +4,285 Timeline SPTL 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: 184,616 shares; 2024Q4: 200,388 shares; 2025Q1: 367,137 shares; 2025Q2: 466,948 shares; 2025Q3: 597,411 shares; 2025Q4: 518,601 shares; 2026Q1: 494,725 shares; 2026Q2: 537,440 shares 537,440 $14.1M 0.22% +42,715 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: 37,162 shares; 2024Q4: 35,410 shares; 2025Q1: 35,612 shares; 2025Q2: 37,112 shares; 2025Q3: 40,110 shares; 2025Q4: 39,469 shares; 2026Q1: 42,093 shares; 2026Q2: 42,067 shares 42,067 $13.9M 0.22% -26 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: 158,172 shares; 2024Q4: 157,042 shares; 2025Q1: 157,450 shares; 2025Q2: 153,893 shares; 2025Q3: 153,218 shares; 2025Q4: 153,192 shares; 2026Q1: 112,719 shares; 2026Q2: 149,554 shares 149,554 $13.8M 0.22% +36,835 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: 30,001 shares; 2024Q4: 29,902 shares; 2025Q1: 29,399 shares; 2025Q2: 27,728 shares; 2025Q3: 27,435 shares; 2025Q4: 27,049 shares; 2026Q1: 26,803 shares; 2026Q2: 26,698 shares 26,698 $13.4M 0.21% -105 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: 72,032 shares; 2024Q4: 73,277 shares; 2025Q1: 66,500 shares; 2025Q2: 66,822 shares; 2025Q3: 75,193 shares; 2025Q4: 75,092 shares; 2026Q1: 69,294 shares; 2026Q2: 70,395 shares 70,395 $13.4M 0.21% +1,101 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: 15,137 shares; 2024Q4: 14,806 shares; 2025Q1: 52,672 shares; 2025Q2: 52,294 shares; 2025Q3: 52,690 shares; 2025Q4: 52,109 shares; 2026Q1: 126,880 shares; 2026Q2: 125,097 shares 125,097 $13.3M 0.21% -1,783 Timeline PPA 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: 77,720 shares; 2024Q4: 77,510 shares; 2025Q1: 76,968 shares; 2025Q2: 76,268 shares; 2025Q3: 75,061 shares; 2025Q4: 75,167 shares; 2026Q1: 75,488 shares; 2026Q2: 75,032 shares 75,032 $13.3M 0.21% -456 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,963 shares; 2024Q4: 145,705 shares; 2025Q1: 161,886 shares; 2025Q2: 155,879 shares; 2025Q3: 182,345 shares; 2025Q4: 132,152 shares; 2026Q1: 134,275 shares; 2026Q2: 60,104 shares 60,104 $13.2M 0.21% -74,171 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241,131 shares; 2025Q2: 87,446 shares; 2025Q3: 179,206 shares; 2025Q4: 247,858 shares; 2026Q1: 262,700 shares; 2026Q2: 269,855 shares 269,855 $12.8M 0.2% +7,155 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,290 shares; 2024Q4: 19,077 shares; 2025Q1: 128,751 shares; 2025Q2: 213,135 shares; 2025Q3: 303,407 shares; 2025Q4: 409,339 shares; 2026Q1: 307,267 shares; 2026Q2: 246,853 shares 246,853 $12.8M 0.2% -60,414 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: 61,507 shares; 2024Q4: 67,553 shares; 2025Q1: 75,453 shares; 2025Q2: 72,278 shares; 2025Q3: 60,607 shares; 2025Q4: 50,470 shares; 2026Q1: 52,437 shares; 2026Q2: 59,506 shares 59,506 $12.7M 0.2% +7,069 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: 39,488 shares; 2024Q4: 42,521 shares; 2025Q1: 43,577 shares; 2025Q2: 44,191 shares; 2025Q3: 43,759 shares; 2025Q4: 41,687 shares; 2026Q1: 41,627 shares; 2026Q2: 41,716 shares 41,716 $12.6M 0.2% +89 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,786 shares; 2024Q4: 305,936 shares; 2025Q1: 383,453 shares; 2025Q2: 392,712 shares; 2025Q3: 465,190 shares; 2025Q4: 480,921 shares; 2026Q1: 435,167 shares; 2026Q2: 504,559 shares 504,559 $12.6M 0.2% +69,392 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: 79,096 shares; 2024Q4: 85,687 shares; 2025Q1: 74,978 shares; 2025Q2: 61,573 shares; 2025Q3: 73,448 shares; 2025Q4: 72,961 shares; 2026Q1: 72,115 shares; 2026Q2: 75,440 shares 75,440 $12.5M 0.2% +3,325 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: 251,896 shares; 2024Q4: 260,988 shares; 2025Q1: 253,140 shares; 2025Q2: 216,145 shares; 2025Q3: 224,072 shares; 2025Q4: 220,276 shares; 2026Q1: 220,528 shares; 2026Q2: 245,262 shares 245,262 $12.4M 0.2% +24,734 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: 59,373 shares; 2024Q4: 78,537 shares; 2025Q1: 68,510 shares; 2025Q2: 59,395 shares; 2025Q3: 75,566 shares; 2025Q4: 80,006 shares; 2026Q1: 86,905 shares; 2026Q2: 88,631 shares 88,631 $12.4M 0.2% +1,726 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,876 shares; 2025Q2: 224,115 shares; 2025Q3: 312,160 shares; 2025Q4: 370,715 shares; 2026Q1: 400,709 shares; 2026Q2: 287,247 shares 287,247 $12.4M 0.2% -113,462 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: 11,269 shares; 2024Q4: 11,943 shares; 2025Q1: 12,266 shares; 2025Q2: 15,266 shares; 2025Q3: 16,247 shares; 2025Q4: 167,662 shares; 2026Q1: 174,819 shares; 2026Q2: 171,829 shares 171,829 $12.3M 0.19% -2,990 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: 18,159 shares; 2024Q4: 18,674 shares; 2025Q1: 17,539 shares; 2025Q2: 17,108 shares; 2025Q3: 17,464 shares; 2025Q4: 18,482 shares; 2026Q1: 19,612 shares; 2026Q2: 19,232 shares 19,232 $12.2M 0.19% -380 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: not reported; 2024Q4: 64,995 shares; 2025Q1: 66,687 shares; 2025Q2: 57,986 shares; 2025Q3: 56,139 shares; 2025Q4: 56,571 shares; 2026Q1: 39,457 shares; 2026Q2: 40,338 shares 40,338 $12.1M 0.19% +881 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: 192,452 shares; 2024Q4: 258,918 shares; 2025Q1: 255,429 shares; 2025Q2: 261,323 shares; 2025Q3: 196,207 shares; 2025Q4: 200,907 shares; 2026Q1: 206,458 shares; 2026Q2: 206,934 shares 206,934 $11.8M 0.19% +476 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,444 shares; 2024Q4: 135,804 shares; 2025Q1: 144,597 shares; 2025Q2: 171,093 shares; 2025Q3: 177,250 shares; 2025Q4: 173,084 shares; 2026Q1: 152,212 shares; 2026Q2: 160,107 shares 160,107 $11.8M 0.19% +7,895 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: 233,817 shares; 2024Q4: 270,545 shares; 2025Q1: 216,917 shares; 2025Q2: 319,091 shares; 2025Q3: 364,758 shares; 2025Q4: 347,857 shares; 2026Q1: 332,334 shares; 2026Q2: 151,231 shares 151,231 $11.6M 0.18% -181,103 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: 193,307 shares; 2024Q4: 197,187 shares; 2025Q1: 146,488 shares; 2025Q2: 134,479 shares; 2025Q3: 146,457 shares; 2025Q4: 147,839 shares; 2026Q1: 143,712 shares; 2026Q2: 138,676 shares 138,676 $11.5M 0.18% -5,036 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,344 shares; 2024Q4: 175,631 shares; 2025Q1: 112,861 shares; 2025Q2: 116,094 shares; 2025Q3: 117,031 shares; 2025Q4: 120,082 shares; 2026Q1: 118,052 shares; 2026Q2: 120,521 shares 120,521 $11.4M 0.18% +2,469 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,538 shares; 2024Q4: 203,149 shares; 2025Q1: 171,073 shares; 2025Q2: 168,986 shares; 2025Q3: 160,793 shares; 2025Q4: 154,824 shares; 2026Q1: 156,302 shares; 2026Q2: 155,493 shares 155,493 $11.2M 0.18% -809 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: 22,659 shares; 2024Q4: 20,540 shares; 2025Q1: 15,719 shares; 2025Q2: 16,635 shares; 2025Q3: 10,621 shares; 2025Q4: 11,017 shares; 2026Q1: 10,318 shares; 2026Q2: 10,528 shares 10,528 $11.2M 0.18% +210 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: 119,686 shares; 2024Q4: 119,628 shares; 2025Q1: 125,695 shares; 2025Q2: 130,164 shares; 2025Q3: 138,255 shares; 2025Q4: 139,140 shares; 2026Q1: 127,399 shares; 2026Q2: 137,768 shares 137,768 $11.2M 0.18% +10,369 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: 16,646 shares; 2024Q4: 16,552 shares; 2025Q1: 16,463 shares; 2025Q2: 19,037 shares; 2025Q3: 20,332 shares; 2025Q4: 22,734 shares; 2026Q1: 22,315 shares; 2026Q2: 89,995 shares 89,995 $11.2M 0.18% +67,680 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: 21,547 shares; 2024Q4: 23,166 shares; 2025Q1: 25,189 shares; 2025Q2: 27,471 shares; 2025Q3: 54,531 shares; 2025Q4: 33,983 shares; 2026Q1: 34,204 shares; 2026Q2: 32,888 shares 32,888 $11M 0.17% -1,316 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: 62,047 shares; 2024Q4: 68,098 shares; 2025Q1: 67,032 shares; 2025Q2: 67,749 shares; 2025Q3: 74,400 shares; 2025Q4: 66,983 shares; 2026Q1: 72,743 shares; 2026Q2: 74,029 shares 74,029 $10.9M 0.17% +1,286 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: 26,844 shares; 2024Q4: 27,379 shares; 2025Q1: 27,346 shares; 2025Q2: 25,964 shares; 2025Q3: 25,352 shares; 2025Q4: 51,066 shares; 2026Q1: 50,221 shares; 2026Q2: 56,903 shares 56,903 $10.8M 0.17% +6,682 Timeline AVES 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: 136,016 shares; 2024Q4: 139,895 shares; 2025Q1: 127,888 shares; 2025Q2: 139,653 shares; 2025Q3: 151,015 shares; 2025Q4: 153,651 shares; 2026Q1: 157,760 shares; 2026Q2: 165,169 shares 165,169 $10.8M 0.17% +7,409 Timeline PRF 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: 187,259 shares; 2024Q4: 184,355 shares; 2025Q1: 182,789 shares; 2025Q2: 182,767 shares; 2025Q3: 193,697 shares; 2025Q4: 190,629 shares; 2026Q1: 196,759 shares; 2026Q2: 199,277 shares 199,277 $10.8M 0.17% +2,518 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,017 shares; 2026Q2: 130,066 shares 130,066 $10.7M 0.17% +9,049 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,270 shares; 2025Q3: 72,855 shares; 2025Q4: 107,980 shares; 2026Q1: 213,813 shares; 2026Q2: 178,386 shares 178,386 $10.7M 0.17% -35,427 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: 51,436 shares; 2024Q4: 66,729 shares; 2025Q1: 68,169 shares; 2025Q2: 69,959 shares; 2025Q3: 129,907 shares; 2025Q4: 115,757 shares; 2026Q1: 117,628 shares; 2026Q2: 119,680 shares 119,680 $10.5M 0.17% +2,052 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: 80,697 shares; 2024Q4: 75,726 shares; 2025Q1: 68,071 shares; 2025Q2: 61,408 shares; 2025Q3: 75,489 shares; 2025Q4: 79,128 shares; 2026Q1: 80,209 shares; 2026Q2: 81,333 shares 81,333 $10.5M 0.17% +1,124 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: 8,887 shares; 2024Q4: 12,103 shares; 2025Q1: 9,828 shares; 2025Q2: 9,244 shares; 2025Q3: 9,094 shares; 2025Q4: 9,498 shares; 2026Q1: 9,462 shares; 2026Q2: 10,160 shares 10,160 $10.3M 0.16% +698 Timeline AVDE 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: 101,510 shares; 2024Q4: 104,954 shares; 2025Q1: 104,569 shares; 2025Q2: 114,952 shares; 2025Q3: 114,165 shares; 2025Q4: 114,353 shares; 2026Q1: 113,830 shares; 2026Q2: 114,409 shares 114,409 $10.2M 0.16% +579 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: 11,224 shares; 2024Q4: 16,813 shares; 2025Q1: 18,348 shares; 2025Q2: 17,695 shares; 2025Q3: 18,154 shares; 2025Q4: 20,893 shares; 2026Q1: 38,595 shares; 2026Q2: 38,676 shares 38,676 $9.88M 0.16% +81 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,424 shares; 2024Q4: 137,820 shares; 2025Q1: 150,654 shares; 2025Q2: 143,136 shares; 2025Q3: 144,538 shares; 2025Q4: 175,538 shares; 2026Q1: 191,079 shares; 2026Q2: 195,123 shares 195,123 $9.87M 0.16% +4,044 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: 107,255 shares; 2024Q4: 110,370 shares; 2025Q1: 116,792 shares; 2025Q2: 120,364 shares; 2025Q3: 118,479 shares; 2025Q4: 115,723 shares; 2026Q1: 116,912 shares; 2026Q2: 116,961 shares 116,961 $9.8M 0.16% +49 Timeline AVUS 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: 82,878 shares; 2024Q4: 82,291 shares; 2025Q1: 84,081 shares; 2025Q2: 81,585 shares; 2025Q3: 79,537 shares; 2025Q4: 78,165 shares; 2026Q1: 77,113 shares; 2026Q2: 76,437 shares 76,437 $9.79M 0.16% -676 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: 127,593 shares; 2024Q4: 151,015 shares; 2025Q1: 154,691 shares; 2025Q2: 156,204 shares; 2025Q3: 165,693 shares; 2025Q4: 172,730 shares; 2026Q1: 195,442 shares; 2026Q2: 203,051 shares 203,051 $9.77M 0.15% +7,609 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: 169,311 shares; 2024Q4: 114,355 shares; 2025Q1: 112,943 shares; 2025Q2: 123,322 shares; 2025Q3: 72,893 shares; 2025Q4: 72,855 shares; 2026Q1: 95,102 shares; 2026Q2: 83,708 shares 83,708 $9.77M 0.15% -11,394 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: 15,915 shares; 2024Q4: 20,707 shares; 2025Q1: 15,544 shares; 2025Q2: 15,695 shares; 2025Q3: 17,850 shares; 2025Q4: 19,040 shares; 2026Q1: 19,654 shares; 2026Q2: 19,089 shares 19,089 $9.73M 0.15% -565 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: 50,760 shares; 2024Q4: 67,302 shares; 2025Q1: 72,256 shares; 2025Q2: 61,393 shares; 2025Q3: 65,848 shares; 2025Q4: 63,557 shares; 2026Q1: 73,917 shares; 2026Q2: 77,369 shares 77,369 $9.65M 0.15% +3,452 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,135 shares; 2024Q4: 270,018 shares; 2025Q1: 180,081 shares; 2025Q2: 178,819 shares; 2025Q3: 195,636 shares; 2025Q4: 204,407 shares; 2026Q1: 214,297 shares; 2026Q2: 203,913 shares 203,913 $9.57M 0.15% -10,384 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: 3,596 shares; 2024Q4: 4,670 shares; 2025Q1: 4,155 shares; 2025Q2: 4,552 shares; 2025Q3: 6,395 shares; 2025Q4: 7,207 shares; 2026Q1: 8,354 shares; 2026Q2: 8,057 shares 8,057 $9.47M 0.15% -297 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: 42,010 shares; 2024Q4: 42,308 shares; 2025Q1: 42,377 shares; 2025Q2: 46,235 shares; 2025Q3: 47,678 shares; 2025Q4: 46,287 shares; 2026Q1: 43,224 shares; 2026Q2: 42,609 shares 42,609 $9.41M 0.15% -615 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: 6,865 shares; 2024Q4: 8,116 shares; 2025Q1: 8,697 shares; 2025Q2: 8,643 shares; 2025Q3: 8,876 shares; 2025Q4: 11,604 shares; 2026Q1: 12,554 shares; 2026Q2: 12,309 shares 12,309 $9.39M 0.15% -245 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: 27,477 shares; 2024Q4: 46,862 shares; 2025Q1: 30,728 shares; 2025Q2: 31,401 shares; 2025Q3: 33,270 shares; 2025Q4: 42,610 shares; 2026Q1: 43,544 shares; 2026Q2: 44,661 shares 44,661 $9.34M 0.15% +1,117 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,628 shares; 2024Q4: 42,045 shares; 2025Q1: 42,089 shares; 2025Q2: 43,938 shares; 2025Q3: 82,664 shares; 2025Q4: 86,843 shares; 2026Q1: 89,962 shares; 2026Q2: 98,211 shares 98,211 $9.27M 0.15% +8,249 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: 169,510 shares; 2024Q4: 205,422 shares; 2025Q1: 170,221 shares; 2025Q2: 94,574 shares; 2025Q3: 99,320 shares; 2025Q4: 91,069 shares; 2026Q1: 100,736 shares; 2026Q2: 88,593 shares 88,593 $9.06M 0.14% -12,143 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: 126,354 shares; 2024Q4: 128,182 shares; 2025Q1: 132,696 shares; 2025Q2: 136,975 shares; 2025Q3: 145,300 shares; 2025Q4: 134,531 shares; 2026Q1: 140,875 shares; 2026Q2: 151,626 shares 151,626 $9.05M 0.14% +10,751 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,038 shares; 2024Q4: 60,061 shares; 2025Q1: 49,494 shares; 2025Q2: 50,698 shares; 2025Q3: 50,455 shares; 2025Q4: 49,554 shares; 2026Q1: 48,663 shares; 2026Q2: 48,107 shares 48,107 $9.05M 0.14% -556 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: 15,723 shares; 2024Q4: 16,650 shares; 2025Q1: 18,643 shares; 2025Q2: 21,820 shares; 2025Q3: 22,013 shares; 2025Q4: 20,195 shares; 2026Q1: 20,939 shares; 2026Q2: 36,028 shares 36,028 $8.73M 0.14% +15,089 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140,587 shares; 2025Q4: 145,986 shares; 2026Q1: 152,350 shares; 2026Q2: 172,635 shares 172,635 $8.7M 0.14% +20,285 Timeline VT 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: 49,953 shares; 2024Q4: 49,283 shares; 2025Q1: 49,040 shares; 2025Q2: 49,597 shares; 2025Q3: 48,608 shares; 2025Q4: 46,762 shares; 2026Q1: 48,862 shares; 2026Q2: 55,277 shares 55,277 $8.68M 0.14% +6,415 Timeline HYMB 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: 135,116 shares; 2024Q4: 110,502 shares; 2025Q1: 108,840 shares; 2025Q2: 371,434 shares; 2025Q3: 422,675 shares; 2025Q4: 405,095 shares; 2026Q1: 362,279 shares; 2026Q2: 330,455 shares 330,455 $8.41M 0.13% -31,824 Timeline DFLV 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: 16,619 shares; 2025Q2: 21,275 shares; 2025Q3: 20,521 shares; 2025Q4: 20,678 shares; 2026Q1: 20,513 shares; 2026Q2: 210,479 shares 210,479 $8.32M 0.13% +189,966 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: 91,850 shares; 2024Q4: 109,819 shares; 2025Q1: 120,625 shares; 2025Q2: 127,480 shares; 2025Q3: 131,243 shares; 2025Q4: 138,263 shares; 2026Q1: 139,250 shares; 2026Q2: 152,495 shares 152,495 $8.24M 0.13% +13,245 Timeline SPAB 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: 115,890 shares; 2024Q4: 208,411 shares; 2025Q1: 257,368 shares; 2025Q2: 283,754 shares; 2025Q3: 282,860 shares; 2025Q4: 309,362 shares; 2026Q1: 302,774 shares; 2026Q2: 320,908 shares 320,908 $8.19M 0.13% +18,134 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,389 shares; 2024Q4: 27,398 shares; 2025Q1: 27,442 shares; 2025Q2: 27,459 shares; 2025Q3: 27,470 shares; 2025Q4: 27,640 shares; 2026Q1: 27,781 shares; 2026Q2: 27,937 shares 27,937 $8.15M 0.13% +156 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: 37,461 shares; 2024Q4: 34,996 shares; 2025Q1: 35,135 shares; 2025Q2: 24,627 shares; 2025Q3: 14,336 shares; 2025Q4: 15,072 shares; 2026Q1: 15,002 shares; 2026Q2: 15,558 shares 15,558 $8.02M 0.13% +556 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: 137,534 shares; 2024Q4: 114,138 shares; 2025Q1: 147,676 shares; 2025Q2: 139,050 shares; 2025Q3: 70,536 shares; 2025Q4: 70,241 shares; 2026Q1: 67,798 shares; 2026Q2: 57,407 shares 57,407 $8.02M 0.13% -10,391 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,846 shares; 2024Q4: 123,645 shares; 2025Q1: 141,720 shares; 2025Q2: 157,655 shares; 2025Q3: 185,759 shares; 2025Q4: 208,013 shares; 2026Q1: 186,048 shares; 2026Q2: 153,005 shares 153,005 $8.01M 0.13% -33,043 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,756 shares; 2024Q4: 64,807 shares; 2025Q1: 59,867 shares; 2025Q2: 48,115 shares; 2025Q3: 51,029 shares; 2025Q4: 53,810 shares; 2026Q1: 54,922 shares; 2026Q2: 56,065 shares 56,065 $7.98M 0.13% +1,143 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,726 shares; 2024Q4: 96,189 shares; 2025Q1: 97,309 shares; 2025Q2: 95,259 shares; 2025Q3: 96,325 shares; 2025Q4: 97,022 shares; 2026Q1: 90,558 shares; 2026Q2: 89,352 shares 89,352 $7.95M 0.13% -1,206 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,941 shares; 2024Q4: 8,970 shares; 2025Q1: 8,401 shares; 2025Q2: 7,645 shares; 2025Q3: 8,466 shares; 2025Q4: 10,801 shares; 2026Q1: 10,764 shares; 2026Q2: 11,990 shares 11,990 $7.86M 0.12% +1,226 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,292 shares; 2024Q4: 65,613 shares; 2025Q1: 91,992 shares; 2025Q2: 92,538 shares; 2025Q3: 86,753 shares; 2025Q4: 88,882 shares; 2026Q1: 148,925 shares; 2026Q2: 156,336 shares 156,336 $7.75M 0.12% +7,411 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: 86,675 shares; 2024Q4: 81,922 shares; 2025Q1: 82,959 shares; 2025Q2: 81,997 shares; 2025Q3: 86,935 shares; 2025Q4: 85,795 shares; 2026Q1: 80,890 shares; 2026Q2: 79,565 shares 79,565 $7.66M 0.12% -1,325 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: 54,180 shares; 2024Q4: 55,107 shares; 2025Q1: 46,215 shares; 2025Q2: 43,072 shares; 2025Q3: 42,181 shares; 2025Q4: 42,736 shares; 2026Q1: 40,363 shares; 2026Q2: 41,046 shares 41,046 $7.58M 0.12% +683 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: 15,221 shares; 2024Q4: 15,221 shares; 2025Q1: 15,222 shares; 2025Q2: 15,222 shares; 2025Q3: 13,687 shares; 2025Q4: 13,688 shares; 2026Q1: 59,374 shares; 2026Q2: 58,628 shares 58,628 $7.49M 0.12% -746 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,438 shares; 2024Q4: 54,554 shares; 2025Q1: 91,844 shares; 2025Q2: 94,656 shares; 2025Q3: 95,752 shares; 2025Q4: 88,166 shares; 2026Q1: 100,439 shares; 2026Q2: 116,753 shares 116,753 $7.46M 0.12% +16,314 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,566 shares; 2024Q4: 45,996 shares; 2025Q1: 51,092 shares; 2025Q2: 56,871 shares; 2025Q3: 65,372 shares; 2025Q4: 61,734 shares; 2026Q1: 72,702 shares; 2026Q2: 74,364 shares 74,364 $7.45M 0.12% +1,662 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,245 shares; 2025Q1: 42,840 shares; 2025Q2: 103,610 shares; 2025Q3: 153,407 shares; 2025Q4: 156,236 shares; 2026Q1: 153,858 shares; 2026Q2: 146,169 shares 146,169 $7.4M 0.12% -7,689 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,842 shares; 2024Q4: 34,778 shares; 2025Q1: 50,004 shares; 2025Q2: 54,675 shares; 2025Q3: 67,298 shares; 2025Q4: 69,108 shares; 2026Q1: 68,523 shares; 2026Q2: 75,008 shares 75,008 $7.4M 0.12% +6,485 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: 159,616 shares; 2024Q4: 166,360 shares; 2025Q1: 160,858 shares; 2025Q2: 161,517 shares; 2025Q3: 165,106 shares; 2025Q4: 167,308 shares; 2026Q1: 173,822 shares; 2026Q2: 173,307 shares 173,307 $7.34M 0.12% -515 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,142 shares; 2024Q4: 126,529 shares; 2025Q1: 113,921 shares; 2025Q2: 103,910 shares; 2025Q3: 97,431 shares; 2025Q4: 111,619 shares; 2026Q1: 103,931 shares; 2026Q2: 84,047 shares 84,047 $7.26M 0.12% -19,884 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: 20,747 shares; 2024Q4: 21,960 shares; 2025Q1: 22,051 shares; 2025Q2: 21,715 shares; 2025Q3: 22,253 shares; 2025Q4: 25,212 shares; 2026Q1: 25,227 shares; 2026Q2: 25,677 shares 25,677 $7.22M 0.11% +450 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 158,885 shares; 2026Q1: 147,752 shares; 2026Q2: 134,133 shares 134,133 $7.13M 0.11% -13,619 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: 37,135 shares; 2025Q1: 35,735 shares; 2025Q2: 34,171 shares; 2025Q3: 33,076 shares; 2025Q4: 44,191 shares; 2026Q1: 44,576 shares; 2026Q2: 41,709 shares 41,709 $7.09M 0.11% -2,867 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: 63,224 shares; 2024Q4: 61,477 shares; 2025Q1: 60,535 shares; 2025Q2: 62,484 shares; 2025Q3: 61,869 shares; 2025Q4: 60,583 shares; 2026Q1: 59,473 shares; 2026Q2: 60,053 shares 60,053 $7.07M 0.11% +580 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,028 shares; 2024Q4: 47,719 shares; 2025Q1: 46,830 shares; 2025Q2: 59,210 shares; 2025Q3: 66,926 shares; 2025Q4: 68,774 shares; 2026Q1: 68,258 shares; 2026Q2: 67,618 shares 67,618 $6.91M 0.11% -640 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: 19,768 shares; 2024Q4: 20,253 shares; 2025Q1: 20,790 shares; 2025Q2: 21,993 shares; 2025Q3: 21,786 shares; 2025Q4: 21,375 shares; 2026Q1: 21,420 shares; 2026Q2: 85,222 shares 85,222 $6.87M 0.11% +63,802 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: 7,511 shares; 2024Q4: 15,918 shares; 2025Q1: 16,021 shares; 2025Q2: 20,519 shares; 2025Q3: 29,517 shares; 2025Q4: 29,134 shares; 2026Q1: 19,898 shares; 2026Q2: 20,065 shares 20,065 $6.84M 0.11% +167 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: 129,121 shares; 2024Q4: 149,082 shares; 2025Q1: 111,678 shares; 2025Q2: 114,161 shares; 2025Q3: 50,728 shares; 2025Q4: 28,271 shares; 2026Q1: 31,949 shares; 2026Q2: 54,750 shares 54,750 $6.81M 0.11% +22,801 Timeline PZA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251,804 shares; 2026Q2: 288,905 shares 288,905 $6.8M 0.11% +37,101 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: 13,369 shares; 2024Q4: 18,944 shares; 2025Q1: 21,564 shares; 2025Q2: 21,869 shares; 2025Q3: 23,504 shares; 2025Q4: 23,107 shares; 2026Q1: 23,749 shares; 2026Q2: 23,285 shares 23,285 $6.77M 0.11% -464 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,405 shares; 2024Q4: 17,681 shares; 2025Q1: 17,919 shares; 2025Q2: 17,696 shares; 2025Q3: 18,624 shares; 2025Q4: 19,077 shares; 2026Q1: 20,967 shares; 2026Q2: 22,084 shares 22,084 $6.76M 0.11% +1,117 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,220 shares; 2024Q4: 164,055 shares; 2025Q1: 144,798 shares; 2025Q2: 140,018 shares; 2025Q3: 141,006 shares; 2025Q4: 142,847 shares; 2026Q1: 144,795 shares; 2026Q2: 132,442 shares 132,442 $6.71M 0.11% -12,353 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: 23,075 shares; 2024Q4: 26,741 shares; 2025Q1: 27,318 shares; 2025Q2: 27,022 shares; 2025Q3: 28,494 shares; 2025Q4: 29,232 shares; 2026Q1: 32,023 shares; 2026Q2: 33,667 shares 33,667 $6.65M 0.11% +1,644 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: 13,792 shares; 2024Q4: 15,014 shares; 2025Q1: 14,658 shares; 2025Q2: 15,135 shares; 2025Q3: 18,044 shares; 2025Q4: 18,886 shares; 2026Q1: 17,809 shares; 2026Q2: 17,644 shares 17,644 $6.59M 0.1% -165 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,569 shares; 2024Q4: 12,113 shares; 2025Q1: 27,600 shares; 2025Q2: 27,607 shares; 2025Q3: 28,681 shares; 2025Q4: 23,889 shares; 2026Q1: 26,650 shares; 2026Q2: 26,761 shares 26,761 $6.56M 0.1% +111 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: 56,226 shares; 2024Q4: 63,803 shares; 2025Q1: 70,869 shares; 2025Q2: 70,442 shares; 2025Q3: 78,053 shares; 2025Q4: 81,406 shares; 2026Q1: 84,493 shares; 2026Q2: 82,899 shares 82,899 $6.55M 0.1% -1,594 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,067 shares; 2024Q4: 51,182 shares; 2025Q1: 53,328 shares; 2025Q2: 60,011 shares; 2025Q3: 77,872 shares; 2025Q4: 81,198 shares; 2026Q1: 79,635 shares; 2026Q2: 82,266 shares 82,266 $6.53M 0.1% +2,631 Timeline PRFZ 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: 131,607 shares; 2024Q4: 136,234 shares; 2025Q1: 132,839 shares; 2025Q2: 125,549 shares; 2025Q3: 127,210 shares; 2025Q4: 122,868 shares; 2026Q1: 121,307 shares; 2026Q2: 117,056 shares 117,056 $6.53M 0.1% -4,251 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,435 shares; 2024Q4: 88,708 shares; 2025Q1: 109,645 shares; 2025Q2: 119,131 shares; 2025Q3: 114,120 shares; 2025Q4: 120,232 shares; 2026Q1: 124,446 shares; 2026Q2: 138,292 shares 138,292 $6.52M 0.1% +13,846 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,476 shares; 2026Q2: 128,422 shares 128,422 $6.47M 0.1% +946 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: 12,909 shares; 2024Q4: 16,145 shares; 2025Q1: 15,355 shares; 2025Q2: 15,629 shares; 2025Q3: 16,337 shares; 2025Q4: 15,277 shares; 2026Q1: 15,776 shares; 2026Q2: 17,744 shares 17,744 $6.43M 0.1% +1,968 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: 59,844 shares; 2024Q4: 186,613 shares; 2025Q1: 190,102 shares; 2025Q2: 180,071 shares; 2025Q3: 182,260 shares; 2025Q4: 169,768 shares; 2026Q1: 180,424 shares; 2026Q2: 201,744 shares 201,744 $6.4M 0.1% +21,320 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,381 shares; 2024Q4: 43,255 shares; 2025Q1: 39,419 shares; 2025Q2: 36,185 shares; 2025Q3: 37,925 shares; 2025Q4: 39,405 shares; 2026Q1: 39,037 shares; 2026Q2: 38,895 shares 38,895 $6.37M 0.1% -142 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,146 shares; 2024Q4: 137,806 shares; 2025Q1: 140,186 shares; 2025Q2: 141,572 shares; 2025Q3: 148,778 shares; 2025Q4: 153,314 shares; 2026Q1: 166,988 shares; 2026Q2: 174,945 shares 174,945 $6.34M 0.1% +7,957 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,296 shares; 2024Q4: 70,842 shares; 2025Q1: 68,120 shares; 2025Q2: 64,064 shares; 2025Q3: 66,580 shares; 2025Q4: 70,067 shares; 2026Q1: 75,645 shares; 2026Q2: 58,016 shares 58,016 $6.33M 0.1% -17,629 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: 28,156 shares; 2024Q4: 52,771 shares; 2025Q1: 51,290 shares; 2025Q2: 53,682 shares; 2025Q3: 57,316 shares; 2025Q4: 59,456 shares; 2026Q1: 85,350 shares; 2026Q2: 87,304 shares 87,304 $6.28M 0.1% +1,954 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: 11,189 shares; 2024Q4: 15,000 shares; 2025Q1: 15,939 shares; 2025Q2: 15,128 shares; 2025Q3: 16,167 shares; 2025Q4: 15,774 shares; 2026Q1: 16,917 shares; 2026Q2: 17,163 shares 17,163 $6.28M 0.1% +246 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,800 shares; 2024Q4: 79,558 shares; 2025Q1: 65,324 shares; 2025Q2: 66,943 shares; 2025Q3: 68,713 shares; 2025Q4: 69,387 shares; 2026Q1: 70,673 shares; 2026Q2: 75,644 shares 75,644 $6.25M 0.1% +4,971 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: 29,316 shares; 2024Q4: 30,842 shares; 2025Q1: 31,151 shares; 2025Q2: 26,867 shares; 2025Q3: 31,989 shares; 2025Q4: 33,498 shares; 2026Q1: 38,600 shares; 2026Q2: 38,390 shares 38,390 $6.22M 0.1% -210 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: 39,085 shares; 2024Q4: 36,391 shares; 2025Q1: 37,716 shares; 2025Q2: 37,536 shares; 2025Q3: 49,635 shares; 2025Q4: 51,776 shares; 2026Q1: 46,682 shares; 2026Q2: 44,714 shares 44,714 $6.05M 0.1% -1,968 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: 6,993 shares; 2024Q4: 4,920 shares; 2025Q1: 5,903 shares; 2025Q2: 7,417 shares; 2025Q3: 8,474 shares; 2025Q4: 10,982 shares; 2026Q1: 11,513 shares; 2026Q2: 12,415 shares 12,415 $5.93M 0.09% +902 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: 48,968 shares; 2024Q4: 52,091 shares; 2025Q1: 58,418 shares; 2025Q2: 64,687 shares; 2025Q3: 64,647 shares; 2025Q4: 64,296 shares; 2026Q1: 67,610 shares; 2026Q2: 67,093 shares 67,093 $5.9M 0.09% -517 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: 28,034 shares; 2024Q4: 28,583 shares; 2025Q1: 29,563 shares; 2025Q2: 28,202 shares; 2025Q3: 34,473 shares; 2025Q4: 33,102 shares; 2026Q1: 37,744 shares; 2026Q2: 40,148 shares 40,148 $5.88M 0.09% +2,404 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: 48,419 shares; 2024Q4: 54,502 shares; 2025Q1: 54,112 shares; 2025Q2: 58,202 shares; 2025Q3: 56,974 shares; 2025Q4: 57,733 shares; 2026Q1: 61,158 shares; 2026Q2: 60,801 shares 60,801 $5.87M 0.09% -357 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,100 shares; 2024Q4: 17,831 shares; 2025Q1: 17,942 shares; 2025Q2: 14,962 shares; 2025Q3: 15,651 shares; 2025Q4: 16,970 shares; 2026Q1: 15,930 shares; 2026Q2: 20,440 shares 20,440 $5.8M 0.09% +4,510 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,390 shares; 2024Q4: 130,661 shares; 2025Q1: 114,816 shares; 2025Q2: 94,498 shares; 2025Q3: 92,357 shares; 2025Q4: 78,896 shares; 2026Q1: 81,353 shares; 2026Q2: 70,593 shares 70,593 $5.8M 0.09% -10,760 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 165,158 shares; 2025Q2: 179,898 shares; 2025Q3: 183,474 shares; 2025Q4: 195,744 shares; 2026Q1: 211,797 shares; 2026Q2: 223,357 shares 223,357 $5.77M 0.09% +11,560 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: 22,675 shares; 2024Q4: 23,960 shares; 2025Q1: 23,976 shares; 2025Q2: 23,383 shares; 2025Q3: 22,983 shares; 2025Q4: 22,812 shares; 2026Q1: 22,782 shares; 2026Q2: 23,632 shares 23,632 $5.74M 0.09% +850 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: 66,705 shares; 2024Q4: 66,729 shares; 2025Q1: 67,444 shares; 2025Q2: 67,311 shares; 2025Q3: 69,993 shares; 2025Q4: 72,373 shares; 2026Q1: 72,021 shares; 2026Q2: 70,822 shares 70,822 $5.74M 0.09% -1,199 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: 47,414 shares; 2024Q4: 47,537 shares; 2025Q1: 47,723 shares; 2025Q2: 45,054 shares; 2025Q3: 48,160 shares; 2025Q4: 47,294 shares; 2026Q1: 37,804 shares; 2026Q2: 36,566 shares 36,566 $5.73M 0.09% -1,238 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,886 shares; 2024Q4: 68,450 shares; 2025Q1: 58,597 shares; 2025Q2: 80,658 shares; 2025Q3: 82,112 shares; 2025Q4: 91,377 shares; 2026Q1: 87,135 shares; 2026Q2: 100,115 shares 100,115 $5.65M 0.09% +12,980 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: 19,552 shares; 2024Q4: 19,964 shares; 2025Q1: 19,465 shares; 2025Q2: 20,054 shares; 2025Q3: 22,492 shares; 2025Q4: 23,995 shares; 2026Q1: 25,412 shares; 2026Q2: 25,119 shares 25,119 $5.6M 0.09% -293 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: not reported; 2024Q4: 19,718 shares; 2025Q1: 25,087 shares; 2025Q2: 28,800 shares; 2025Q3: 34,080 shares; 2025Q4: 40,454 shares; 2026Q1: 51,582 shares; 2026Q2: 62,803 shares 62,803 $5.6M 0.09% +11,221 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,421 shares; 2024Q4: 49,857 shares; 2025Q1: 49,312 shares; 2025Q2: 50,607 shares; 2025Q3: 51,316 shares; 2025Q4: 51,119 shares; 2026Q1: 50,360 shares; 2026Q2: 50,013 shares 50,013 $5.51M 0.09% -347 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,252 shares; 2024Q4: 64,708 shares; 2025Q1: 63,692 shares; 2025Q2: 69,111 shares; 2025Q3: 68,285 shares; 2025Q4: 63,617 shares; 2026Q1: 59,940 shares; 2026Q2: 57,093 shares 57,093 $5.51M 0.09% -2,847 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,996 shares; 2024Q4: 176,203 shares; 2025Q1: 199,668 shares; 2025Q2: 214,019 shares; 2025Q3: 228,479 shares; 2025Q4: 250,916 shares; 2026Q1: 252,770 shares; 2026Q2: 236,290 shares 236,290 $5.47M 0.09% -16,480 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: 4,261 shares; 2024Q4: 4,830 shares; 2025Q1: 5,248 shares; 2025Q2: 5,880 shares; 2025Q3: 6,683 shares; 2025Q4: 36,595 shares; 2026Q1: 53,730 shares; 2026Q2: 54,637 shares 54,637 $5.42M 0.09% +907 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: 18,361 shares; 2024Q4: 25,689 shares; 2025Q1: 24,967 shares; 2025Q2: 30,996 shares; 2025Q3: 41,613 shares; 2025Q4: 45,682 shares; 2026Q1: 46,946 shares; 2026Q2: 50,778 shares 50,778 $5.41M 0.09% +3,832 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: 7,441 shares; 2024Q4: 7,417 shares; 2025Q1: 8,326 shares; 2025Q2: 8,105 shares; 2025Q3: 7,624 shares; 2025Q4: 7,644 shares; 2026Q1: 7,794 shares; 2026Q2: 7,597 shares 7,597 $5.34M 0.08% -197 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 24,292 shares; 2025Q4: 57,292 shares; 2026Q1: 77,234 shares; 2026Q2: 209,540 shares 209,540 $5.28M 0.08% +132,306 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,782 shares; 2025Q3: 61,627 shares; 2025Q4: 79,263 shares; 2026Q1: 83,696 shares; 2026Q2: 69,798 shares 69,798 $5.28M 0.08% -13,898 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK 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: 100,986 shares; 2026Q2: 105,067 shares 105,067 $5.24M 0.08% +4,081 Timeline HUT HUT 8 CORP More: the full row for HUT 8 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: 45,212 shares 45,212 $5.22M 0.08% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,111 shares; 2024Q4: 6,754 shares; 2025Q1: 6,511 shares; 2025Q2: 7,108 shares; 2025Q3: 11,726 shares; 2025Q4: 11,008 shares; 2026Q1: 12,423 shares; 2026Q2: 12,128 shares 12,128 $5.17M 0.08% -295 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: 53,226 shares; 2024Q4: 160,546 shares; 2025Q1: 163,109 shares; 2025Q2: 163,796 shares; 2025Q3: 165,491 shares; 2025Q4: 173,687 shares; 2026Q1: 184,399 shares; 2026Q2: 222,554 shares 222,554 $5.15M 0.08% +38,155 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: 118,151 shares; 2024Q4: 111,102 shares; 2025Q1: 104,836 shares; 2025Q2: 88,147 shares; 2025Q3: 63,568 shares; 2025Q4: 58,205 shares; 2026Q1: 62,517 shares; 2026Q2: 65,897 shares 65,897 $5.13M 0.08% +3,380 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: not reported; 2024Q4: 3,293 shares; 2025Q1: 10,841 shares; 2025Q2: 13,915 shares; 2025Q3: 15,616 shares; 2025Q4: 17,467 shares; 2026Q1: 16,427 shares; 2026Q2: 17,196 shares 17,196 $5.12M 0.08% +769 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: 77,371 shares; 2024Q4: 77,578 shares; 2025Q1: 88,587 shares; 2025Q2: 90,282 shares; 2025Q3: 103,407 shares; 2025Q4: 110,015 shares; 2026Q1: 111,418 shares; 2026Q2: 111,569 shares 111,569 $5.03M 0.08% +151 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,432 shares; 2024Q4: 38,809 shares; 2025Q1: 38,360 shares; 2025Q2: 37,920 shares; 2025Q3: 36,402 shares; 2025Q4: 35,269 shares; 2026Q1: 37,051 shares; 2026Q2: 36,732 shares 36,732 $5.02M 0.08% -319 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: 38,041 shares; 2024Q4: 37,566 shares; 2025Q1: 38,560 shares; 2025Q2: 36,251 shares; 2025Q3: 38,085 shares; 2025Q4: 38,064 shares; 2026Q1: 38,551 shares; 2026Q2: 39,409 shares 39,409 $4.98M 0.08% +858 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,362 shares; 2024Q4: 46,246 shares; 2025Q1: 65,975 shares; 2025Q2: 67,367 shares; 2025Q3: 65,208 shares; 2025Q4: 64,163 shares; 2026Q1: 67,405 shares; 2026Q2: 73,475 shares 73,475 $4.97M 0.08% +6,070 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: 39,468 shares; 2024Q4: 117,840 shares; 2025Q1: 117,236 shares; 2025Q2: 136,828 shares; 2025Q3: 133,972 shares; 2025Q4: 133,679 shares; 2026Q1: 133,843 shares; 2026Q2: 133,825 shares 133,825 $4.93M 0.08% -18 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: 982 shares; 2024Q4: 6,546 shares; 2025Q1: 6,588 shares; 2025Q2: 6,103 shares; 2025Q3: 6,624 shares; 2025Q4: 6,317 shares; 2026Q1: 6,663 shares; 2026Q2: 6,837 shares 6,837 $4.88M 0.08% +174 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,711 shares; 2024Q4: 64,722 shares; 2025Q1: 60,093 shares; 2025Q2: 52,638 shares; 2025Q3: 48,511 shares; 2025Q4: 55,498 shares; 2026Q1: 60,820 shares; 2026Q2: 51,449 shares 51,449 $4.87M 0.08% -9,371 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,619 shares; 2024Q4: 103,286 shares; 2025Q1: 92,046 shares; 2025Q2: 71,619 shares; 2025Q3: 64,151 shares; 2025Q4: 90,282 shares; 2026Q1: 84,219 shares; 2026Q2: 82,660 shares 82,660 $4.81M 0.08% -1,559 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: 3,405 shares; 2024Q4: 6,483 shares; 2025Q1: 6,716 shares; 2025Q2: 6,700 shares; 2025Q3: 7,853 shares; 2025Q4: 8,545 shares; 2026Q1: 13,281 shares; 2026Q2: 13,527 shares 13,527 $4.79M 0.08% +246 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: 46,366 shares; 2024Q4: 47,603 shares; 2025Q1: 46,197 shares; 2025Q2: 54,096 shares; 2025Q3: 56,036 shares; 2025Q4: 55,289 shares; 2026Q1: 56,147 shares; 2026Q2: 55,785 shares 55,785 $4.77M 0.08% -362 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: 44,787 shares; 2024Q4: 81,334 shares; 2025Q1: 91,841 shares; 2025Q2: 80,342 shares; 2025Q3: 92,702 shares; 2025Q4: 90,491 shares; 2026Q1: 90,487 shares; 2026Q2: 88,598 shares 88,598 $4.75M 0.08% -1,889 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,789 shares; 2024Q4: 129,658 shares; 2025Q1: 132,498 shares; 2025Q2: 132,543 shares; 2025Q3: 137,308 shares; 2025Q4: 138,039 shares; 2026Q1: 137,533 shares; 2026Q2: 141,565 shares 141,565 $4.74M 0.08% +4,032 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: 65,459 shares; 2024Q4: 130,231 shares; 2025Q1: 127,230 shares; 2025Q2: 132,206 shares; 2025Q3: 130,205 shares; 2025Q4: 131,033 shares; 2026Q1: 129,990 shares; 2026Q2: 130,211 shares 130,211 $4.7M 0.07% +221 Timeline VSS 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: 31,299 shares; 2024Q4: 31,981 shares; 2025Q1: 32,004 shares; 2025Q2: 32,368 shares; 2025Q3: 28,667 shares; 2025Q4: 28,913 shares; 2026Q1: 29,708 shares; 2026Q2: 30,297 shares 30,297 $4.67M 0.07% +589 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 207 shares; 2025Q1: 2,094 shares; 2025Q2: 2,261 shares; 2025Q3: 2,890 shares; 2025Q4: 2,788 shares; 2026Q1: 3,349 shares; 2026Q2: 3,390 shares 3,390 $4.61M 0.07% +41 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,133 shares; 2024Q4: 22,465 shares; 2025Q1: 22,362 shares; 2025Q2: 22,372 shares; 2025Q3: 24,482 shares; 2025Q4: 24,351 shares; 2026Q1: 24,409 shares; 2026Q2: 23,587 shares 23,587 $4.6M 0.07% -822 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: 121,696 shares; 2024Q4: 139,873 shares; 2025Q1: 141,492 shares; 2025Q2: 140,348 shares; 2025Q3: 145,735 shares; 2025Q4: 149,755 shares; 2026Q1: 168,788 shares; 2026Q2: 193,274 shares 193,274 $4.58M 0.07% +24,486 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,539 shares; 2024Q4: 40,567 shares; 2025Q1: 53,085 shares; 2025Q2: 45,178 shares; 2025Q3: 48,453 shares; 2025Q4: 53,875 shares; 2026Q1: 53,501 shares; 2026Q2: 56,764 shares 56,764 $4.55M 0.07% +3,263 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,141 shares; 2025Q2: 928 shares; 2025Q3: not reported; 2025Q4: 11,593 shares; 2026Q1: 9,596 shares; 2026Q2: 14,567 shares 14,567 $4.52M 0.07% +4,971 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,561 shares; 2024Q4: 7,165 shares; 2025Q1: 7,148 shares; 2025Q2: 5,716 shares; 2025Q3: 6,701 shares; 2025Q4: 7,836 shares; 2026Q1: 7,680 shares; 2026Q2: 7,164 shares 7,164 $4.47M 0.07% -516 Timeline IDMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,650 shares; 2025Q3: 19,350 shares; 2025Q4: 34,793 shares; 2026Q1: 64,580 shares; 2026Q2: 73,891 shares 73,891 $4.45M 0.07% +9,311 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,023 shares; 2024Q4: 26,238 shares; 2025Q1: 25,597 shares; 2025Q2: 24,693 shares; 2025Q3: 24,388 shares; 2025Q4: 24,968 shares; 2026Q1: 46,950 shares; 2026Q2: 75,003 shares 75,003 $4.42M 0.07% +28,053 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,849 shares; 2024Q4: 4,943 shares; 2025Q1: 5,280 shares; 2025Q2: 6,004 shares; 2025Q3: 6,108 shares; 2025Q4: 6,044 shares; 2026Q1: 6,454 shares; 2026Q2: 8,834 shares 8,834 $4.39M 0.07% +2,380 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,316 shares; 2024Q4: 70,062 shares; 2025Q1: 89,339 shares; 2025Q2: 88,496 shares; 2025Q3: 78,621 shares; 2025Q4: 80,772 shares; 2026Q1: 85,460 shares; 2026Q2: 99,965 shares 99,965 $4.34M 0.07% +14,505 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: 7,436 shares; 2024Q4: 8,054 shares; 2025Q1: 8,424 shares; 2025Q2: 8,929 shares; 2025Q3: 11,809 shares; 2025Q4: 12,997 shares; 2026Q1: 12,677 shares; 2026Q2: 12,711 shares 12,711 $4.33M 0.07% +34 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: 26,524 shares; 2024Q4: 27,475 shares; 2025Q1: 30,033 shares; 2025Q2: 24,498 shares; 2025Q3: 24,155 shares; 2025Q4: 23,158 shares; 2026Q1: 24,680 shares; 2026Q2: 27,370 shares 27,370 $4.33M 0.07% +2,690 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: 43,845 shares; 2024Q4: 43,242 shares; 2025Q1: 42,153 shares; 2025Q2: 44,075 shares; 2025Q3: 43,264 shares; 2025Q4: 46,349 shares; 2026Q1: 53,947 shares; 2026Q2: 56,295 shares 56,295 $4.32M 0.07% +2,348 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: 18,551 shares; 2024Q4: 16,684 shares; 2025Q1: 16,285 shares; 2025Q2: 17,112 shares; 2025Q3: 32,141 shares; 2025Q4: 33,776 shares; 2026Q1: 43,616 shares; 2026Q2: 44,343 shares 44,343 $4.26M 0.07% +727 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: 14,653 shares; 2024Q4: 14,946 shares; 2025Q1: 15,172 shares; 2025Q2: 17,455 shares; 2025Q3: 38,372 shares; 2025Q4: 32,987 shares; 2026Q1: 35,998 shares; 2026Q2: 34,594 shares 34,594 $4.26M 0.07% -1,404 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,191 shares; 2024Q4: 19,432 shares; 2025Q1: 18,984 shares; 2025Q2: 21,161 shares; 2025Q3: 25,829 shares; 2025Q4: 25,566 shares; 2026Q1: 25,838 shares; 2026Q2: 25,866 shares 25,866 $4.23M 0.07% +28 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: 46,755 shares; 2024Q4: 42,128 shares; 2025Q1: 47,345 shares; 2025Q2: 44,270 shares; 2025Q3: 44,433 shares; 2025Q4: 44,915 shares; 2026Q1: 44,644 shares; 2026Q2: 43,787 shares 43,787 $4.19M 0.07% -857 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,332 shares; 2024Q4: 79,024 shares; 2025Q1: 205,521 shares; 2025Q2: 74,582 shares; 2025Q3: 43,403 shares; 2025Q4: 44,694 shares; 2026Q1: 63,199 shares; 2026Q2: 81,997 shares 81,997 $4.18M 0.07% +18,798 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: 13,645 shares; 2024Q4: 17,614 shares; 2025Q1: 18,606 shares; 2025Q2: 11,446 shares; 2025Q3: 8,469 shares; 2025Q4: 10,957 shares; 2026Q1: 9,282 shares; 2026Q2: 10,008 shares 10,008 $4.16M 0.07% +726 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: 5,454 shares; 2024Q4: 5,804 shares; 2025Q1: 9,053 shares; 2025Q2: 9,419 shares; 2025Q3: 10,209 shares; 2025Q4: 10,222 shares; 2026Q1: 10,512 shares; 2026Q2: 10,408 shares 10,408 $4.14M 0.07% -104 Timeline DFSU 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: 7,517 shares; 2025Q3: 42,338 shares; 2025Q4: 65,721 shares; 2026Q1: 86,786 shares; 2026Q2: 88,644 shares 88,644 $4.13M 0.07% +1,858 Timeline NUBD 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: 64,958 shares; 2024Q4: 159,568 shares; 2025Q1: 83,128 shares; 2025Q2: 91,391 shares; 2025Q3: 134,836 shares; 2025Q4: 182,840 shares; 2026Q1: 204,065 shares; 2026Q2: 184,954 shares 184,954 $4.09M 0.06% -19,111 Timeline SPGP 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: 31,808 shares; 2024Q4: 33,017 shares; 2025Q1: 33,209 shares; 2025Q2: 33,446 shares; 2025Q3: 33,000 shares; 2025Q4: 32,240 shares; 2026Q1: 35,872 shares; 2026Q2: 32,760 shares 32,760 $4.01M 0.06% -3,112 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: 1,199 shares; 2024Q4: 1,157 shares; 2025Q1: 1,784 shares; 2025Q2: 1,933 shares; 2025Q3: 1,956 shares; 2025Q4: 1,955 shares; 2026Q1: 2,037 shares; 2026Q2: 2,008 shares 2,008 $3.99M 0.06% -29 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,557 shares; 2024Q4: 49,558 shares; 2025Q1: 49,458 shares; 2025Q2: 45,957 shares; 2025Q3: 83,513 shares; 2025Q4: 83,475 shares; 2026Q1: 83,475 shares; 2026Q2: 83,934 shares 83,934 $3.98M 0.06% +459 Timeline MQ MARQETA INC More: the full row for MARQETA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 972,258 shares; 2024Q4: 971,341 shares; 2025Q1: 971,323 shares; 2025Q2: 971,323 shares; 2025Q3: 971,401 shares; 2025Q4: 971,735 shares; 2026Q1: 972,959 shares; 2026Q2: 973,205 shares 973,205 $3.95M 0.06% +246 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: 57,566 shares; 2024Q4: 71,759 shares; 2025Q1: 71,048 shares; 2025Q2: 71,193 shares; 2025Q3: 73,692 shares; 2025Q4: 73,448 shares; 2026Q1: 60,947 shares; 2026Q2: 43,168 shares 43,168 $3.92M 0.06% -17,779 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: 7,470 shares; 2024Q4: 7,475 shares; 2025Q1: 7,400 shares; 2025Q2: 7,754 shares; 2025Q3: 7,808 shares; 2025Q4: 8,246 shares; 2026Q1: 7,788 shares; 2026Q2: 8,517 shares 8,517 $3.91M 0.06% +729 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: 74,950 shares; 2024Q4: 74,162 shares; 2025Q1: 59,576 shares; 2025Q2: 73,695 shares; 2025Q3: 56,484 shares; 2025Q4: 60,111 shares; 2026Q1: 59,735 shares; 2026Q2: 62,121 shares 62,121 $3.91M 0.06% +2,386 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: 48,557 shares; 2024Q4: 60,093 shares; 2025Q1: 62,298 shares; 2025Q2: 53,530 shares; 2025Q3: 59,185 shares; 2025Q4: 72,670 shares; 2026Q1: 72,004 shares; 2026Q2: 67,767 shares 67,767 $3.9M 0.06% -4,237 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,695 shares; 2024Q4: 3,497 shares; 2025Q1: 3,377 shares; 2025Q2: 3,494 shares; 2025Q3: 4,695 shares; 2025Q4: 4,961 shares; 2026Q1: 7,069 shares; 2026Q2: 6,698 shares 6,698 $3.86M 0.06% -371 Timeline SH PROSHARES TR More: the full row for PROSHARES 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: 106,349 shares; 2026Q2: 113,804 shares 113,804 $3.76M 0.06% +7,455 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: 29,197 shares; 2024Q4: 27,944 shares; 2025Q1: 28,195 shares; 2025Q2: 29,950 shares; 2025Q3: 34,702 shares; 2025Q4: 33,242 shares; 2026Q1: 35,752 shares; 2026Q2: 34,737 shares 34,737 $3.73M 0.06% -1,015 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: 14,155 shares; 2024Q4: 14,180 shares; 2025Q1: 14,222 shares; 2025Q2: 15,300 shares; 2025Q3: 15,473 shares; 2025Q4: 15,144 shares; 2026Q1: 11,833 shares; 2026Q2: 11,830 shares 11,830 $3.72M 0.06% -3 Timeline VTC 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: 25,077 shares; 2024Q4: 34,333 shares; 2025Q1: 35,186 shares; 2025Q2: 35,415 shares; 2025Q3: 36,112 shares; 2025Q4: 36,768 shares; 2026Q1: 40,841 shares; 2026Q2: 48,263 shares 48,263 $3.71M 0.06% +7,422 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: 4,279 shares; 2024Q4: 6,571 shares; 2025Q1: 6,368 shares; 2025Q2: 6,074 shares; 2025Q3: 6,299 shares; 2025Q4: 5,916 shares; 2026Q1: 6,650 shares; 2026Q2: 7,136 shares 7,136 $3.7M 0.06% +486 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,687 shares; 2024Q4: 56,425 shares; 2025Q1: 56,287 shares; 2025Q2: 48,808 shares; 2025Q3: 55,963 shares; 2025Q4: 56,234 shares; 2026Q1: 59,296 shares; 2026Q2: 67,046 shares 67,046 $3.7M 0.06% +7,750 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: 47,206 shares; 2024Q4: 90,506 shares; 2025Q1: 84,765 shares; 2025Q2: 95,717 shares; 2025Q3: 106,370 shares; 2025Q4: 114,618 shares; 2026Q1: 123,521 shares; 2026Q2: 139,605 shares 139,605 $3.7M 0.06% +16,084 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: 127,373 shares; 2024Q4: 112,504 shares; 2025Q1: 118,361 shares; 2025Q2: 122,643 shares; 2025Q3: 150,371 shares; 2025Q4: 143,130 shares; 2026Q1: 149,364 shares; 2026Q2: 152,791 shares 152,791 $3.68M 0.06% +3,427 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: not reported; 2024Q4: 80,990 shares; 2025Q1: 81,058 shares; 2025Q2: 82,913 shares; 2025Q3: 94,708 shares; 2025Q4: 86,574 shares; 2026Q1: 58,981 shares; 2026Q2: 50,584 shares 50,584 $3.65M 0.06% -8,397 Timeline COWZ 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: 84,960 shares; 2024Q4: 85,534 shares; 2025Q1: 80,292 shares; 2025Q2: 72,412 shares; 2025Q3: 72,972 shares; 2025Q4: 68,340 shares; 2026Q1: 65,113 shares; 2026Q2: 58,132 shares 58,132 $3.62M 0.06% -6,981 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,352 shares; 2024Q4: 14,470 shares; 2025Q1: 14,476 shares; 2025Q2: 14,346 shares; 2025Q3: 15,047 shares; 2025Q4: 15,146 shares; 2026Q1: 14,844 shares; 2026Q2: 14,875 shares 14,875 $3.6M 0.06% +31 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: 30,347 shares; 2024Q4: 23,152 shares; 2025Q1: 23,933 shares; 2025Q2: 28,830 shares; 2025Q3: 38,377 shares; 2025Q4: 38,889 shares; 2026Q1: 37,412 shares; 2026Q2: 38,198 shares 38,198 $3.57M 0.06% +786 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: 99,745 shares; 2024Q4: 96,955 shares; 2025Q1: 98,842 shares; 2025Q2: 101,560 shares; 2025Q3: 98,227 shares; 2025Q4: 95,380 shares; 2026Q1: 95,125 shares; 2026Q2: 96,653 shares 96,653 $3.55M 0.06% +1,528 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: 20,291 shares; 2024Q4: 19,982 shares; 2025Q1: 15,160 shares; 2025Q2: 14,981 shares; 2025Q3: 33,853 shares; 2025Q4: 33,888 shares; 2026Q1: 32,994 shares; 2026Q2: 34,184 shares 34,184 $3.54M 0.06% +1,190 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,251 shares; 2024Q4: 64,344 shares; 2025Q1: 45,030 shares; 2025Q2: 41,935 shares; 2025Q3: 46,028 shares; 2025Q4: 60,796 shares; 2026Q1: 63,153 shares; 2026Q2: 64,509 shares 64,509 $3.53M 0.06% +1,356 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,172 shares; 2024Q4: 27,501 shares; 2025Q1: 22,016 shares; 2025Q2: 23,749 shares; 2025Q3: 23,744 shares; 2025Q4: 23,457 shares; 2026Q1: 23,339 shares; 2026Q2: 23,175 shares 23,175 $3.53M 0.06% -164 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,221 shares; 2025Q4: 15,171 shares; 2026Q1: 13,119 shares; 2026Q2: 13,160 shares 13,160 $3.51M 0.06% +41 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: 3,636 shares; 2024Q4: 3,326 shares; 2025Q1: not reported; 2025Q2: 4,177 shares; 2025Q3: 4,938 shares; 2025Q4: 6,413 shares; 2026Q1: 6,210 shares; 2026Q2: 5,433 shares 5,433 $3.47M 0.05% -777 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: 27,964 shares; 2024Q4: 57,026 shares; 2025Q1: 43,096 shares; 2025Q2: 39,584 shares; 2025Q3: 38,611 shares; 2025Q4: 73,239 shares; 2026Q1: 135,579 shares; 2026Q2: 65,082 shares 65,082 $3.46M 0.05% -70,497 Timeline RWK 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: 24,769 shares; 2024Q4: 26,367 shares; 2025Q1: 26,142 shares; 2025Q2: 24,999 shares; 2025Q3: 23,969 shares; 2025Q4: 23,543 shares; 2026Q1: 24,690 shares; 2026Q2: 23,387 shares 23,387 $3.42M 0.05% -1,303 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: 11,934 shares; 2024Q4: 13,474 shares; 2025Q1: 17,438 shares; 2025Q2: 16,173 shares; 2025Q3: 17,807 shares; 2025Q4: 18,160 shares; 2026Q1: 19,533 shares; 2026Q2: 19,398 shares 19,398 $3.42M 0.05% -135 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS 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: 124,858 shares 124,858 $3.42M 0.05% new 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: 15,253 shares 15,253 $3.42M 0.05% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,814 shares; 2024Q4: 7,294 shares; 2025Q1: 22,986 shares; 2025Q2: 33,290 shares; 2025Q3: 63,352 shares; 2025Q4: 80,476 shares; 2026Q1: 11,846 shares; 2026Q2: 9,314 shares 9,314 $3.41M 0.05% -2,532 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: 19,320 shares; 2024Q4: 22,034 shares; 2025Q1: 11,587 shares; 2025Q2: 11,411 shares; 2025Q3: 10,464 shares; 2025Q4: 10,042 shares; 2026Q1: 10,144 shares; 2026Q2: 11,431 shares 11,431 $3.41M 0.05% +1,287 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: 78,378 shares; 2024Q4: 78,785 shares; 2025Q1: 73,479 shares; 2025Q2: 65,283 shares; 2025Q3: 64,574 shares; 2025Q4: 61,639 shares; 2026Q1: 54,311 shares; 2026Q2: 55,949 shares 55,949 $3.4M 0.05% +1,638 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,976 shares; 2024Q4: 44,993 shares; 2025Q1: 44,560 shares; 2025Q2: 46,191 shares; 2025Q3: 52,073 shares; 2025Q4: 53,317 shares; 2026Q1: 50,344 shares; 2026Q2: 48,622 shares 48,622 $3.39M 0.05% -1,722 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: 50,806 shares; 2024Q4: 50,877 shares; 2025Q1: 50,895 shares; 2025Q2: 50,981 shares; 2025Q3: 50,846 shares; 2025Q4: 50,485 shares; 2026Q1: 50,469 shares; 2026Q2: 90,537 shares 90,537 $3.34M 0.05% +40,068 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: 1,900 shares; 2024Q4: 1,782 shares; 2025Q1: 1,301 shares; 2025Q2: 1,342 shares; 2025Q3: 1,666 shares; 2025Q4: 1,690 shares; 2026Q1: 1,776 shares; 2026Q2: 4,607 shares 4,607 $3.32M 0.05% +2,831 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: 25,718 shares; 2024Q4: 25,256 shares; 2025Q1: 25,557 shares; 2025Q2: 25,747 shares; 2025Q3: 32,548 shares; 2025Q4: 27,906 shares; 2026Q1: 32,726 shares; 2026Q2: 34,256 shares 34,256 $3.28M 0.05% +1,530 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: 25,140 shares; 2024Q4: 24,655 shares; 2025Q1: 21,715 shares; 2025Q2: 21,734 shares; 2025Q3: 22,064 shares; 2025Q4: 21,668 shares; 2026Q1: 21,905 shares; 2026Q2: 22,813 shares 22,813 $3.27M 0.05% +908 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,186 shares; 2024Q4: 64,190 shares; 2025Q1: 40,359 shares; 2025Q2: 47,738 shares; 2025Q3: 44,813 shares; 2025Q4: 57,554 shares; 2026Q1: 64,274 shares; 2026Q2: 64,290 shares 64,290 $3.25M 0.05% +16 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: 13,103 shares; 2024Q4: 13,241 shares; 2025Q1: 13,331 shares; 2025Q2: 13,591 shares; 2025Q3: 21,118 shares; 2025Q4: 22,028 shares; 2026Q1: 22,183 shares; 2026Q2: 23,590 shares 23,590 $3.23M 0.05% +1,407 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: 17,261 shares; 2024Q4: 17,246 shares; 2025Q1: 16,896 shares; 2025Q2: 16,772 shares; 2025Q3: 16,957 shares; 2025Q4: 20,500 shares; 2026Q1: 20,665 shares; 2026Q2: 20,563 shares 20,563 $3.22M 0.05% -102 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: 11,908 shares; 2024Q4: 14,027 shares; 2025Q1: 14,087 shares; 2025Q2: 15,327 shares; 2025Q3: 16,352 shares; 2025Q4: 15,220 shares; 2026Q1: 15,788 shares; 2026Q2: 17,739 shares 17,739 $3.21M 0.05% +1,951 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: 8,480 shares; 2024Q4: 8,356 shares; 2025Q1: 8,439 shares; 2025Q2: 8,245 shares; 2025Q3: 11,698 shares; 2025Q4: 10,701 shares; 2026Q1: 10,807 shares; 2026Q2: 11,641 shares 11,641 $3.21M 0.05% +834 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: 3,704 shares; 2024Q4: 19,251 shares; 2025Q1: 19,513 shares; 2025Q2: 19,160 shares; 2025Q3: 19,179 shares; 2025Q4: 17,944 shares; 2026Q1: 19,223 shares; 2026Q2: 21,955 shares 21,955 $3.21M 0.05% +2,732 Timeline FNDX 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: 25,159 shares; 2024Q4: 92,932 shares; 2025Q1: 108,110 shares; 2025Q2: 108,365 shares; 2025Q3: 110,240 shares; 2025Q4: 104,361 shares; 2026Q1: 105,539 shares; 2026Q2: 103,049 shares 103,049 $3.2M 0.05% -2,490 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,613 shares; 2024Q4: 39,089 shares; 2025Q1: 40,034 shares; 2025Q2: 40,657 shares; 2025Q3: 41,573 shares; 2025Q4: 42,185 shares; 2026Q1: 60,530 shares; 2026Q2: 61,691 shares 61,691 $3.2M 0.05% +1,161 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,903 shares; 2024Q4: 48,797 shares; 2025Q1: 49,239 shares; 2025Q2: 51,135 shares; 2025Q3: 58,332 shares; 2025Q4: 60,780 shares; 2026Q1: 61,947 shares; 2026Q2: 64,786 shares 64,786 $3.19M 0.05% +2,839 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: 18,427 shares; 2024Q4: 93,465 shares; 2025Q1: 94,990 shares; 2025Q2: 101,815 shares; 2025Q3: 104,198 shares; 2025Q4: 104,272 shares; 2026Q1: 105,449 shares; 2026Q2: 105,629 shares 105,629 $3.19M 0.05% +180 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: 107,664 shares; 2024Q4: 122,420 shares; 2025Q1: 124,986 shares; 2025Q2: 132,474 shares; 2025Q3: 161,623 shares; 2025Q4: 153,895 shares; 2026Q1: 151,763 shares; 2026Q2: 153,344 shares 153,344 $3.17M 0.05% +1,581 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,114 shares; 2026Q1: 34,169 shares; 2026Q2: 35,652 shares 35,652 $3.16M 0.05% +1,483 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: not reported; 2024Q4: 52,448 shares; 2025Q1: 52,268 shares; 2025Q2: 48,735 shares; 2025Q3: 48,903 shares; 2025Q4: 48,629 shares; 2026Q1: 53,701 shares; 2026Q2: 55,876 shares 55,876 $3.15M 0.05% +2,175 Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 21,710 shares; 2025Q4: 30,536 shares; 2026Q1: 51,899 shares; 2026Q2: 60,715 shares 60,715 $3.11M 0.05% +8,816 Timeline BOXX 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: not reported; 2025Q4: 3,511 shares; 2026Q1: 21,161 shares; 2026Q2: 26,236 shares 26,236 $3.07M 0.05% +5,075 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,819 shares; 2026Q1: 16,950 shares; 2026Q2: 17,649 shares 17,649 $3.05M 0.05% +699 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,967 shares; 2024Q4: 193,679 shares; 2025Q1: 206,833 shares; 2025Q2: 163,054 shares; 2025Q3: 163,718 shares; 2025Q4: 144,606 shares; 2026Q1: 138,168 shares; 2026Q2: 129,284 shares 129,284 $3.03M 0.05% -8,884 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,721 shares; 2024Q4: 68,451 shares; 2025Q1: 69,661 shares; 2025Q2: 74,826 shares; 2025Q3: 84,830 shares; 2025Q4: 92,371 shares; 2026Q1: 93,430 shares; 2026Q2: 110,414 shares 110,414 $3.01M 0.05% +16,984 Timeline NXTG 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: 19,503 shares; 2024Q4: 19,503 shares; 2025Q1: 19,503 shares; 2025Q2: 19,503 shares; 2025Q3: 19,503 shares; 2025Q4: 19,503 shares; 2026Q1: 19,503 shares; 2026Q2: 19,503 shares 19,503 $2.99M 0.05% 0 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: 29,406 shares; 2024Q4: 28,691 shares; 2025Q1: 29,090 shares; 2025Q2: 27,943 shares; 2025Q3: 29,531 shares; 2025Q4: 32,441 shares; 2026Q1: 31,801 shares; 2026Q2: 30,858 shares 30,858 $2.98M 0.05% -943 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: 13,458 shares 13,458 $2.98M 0.05% new Timeline XMMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,450 shares 17,450 $2.97M 0.05% new 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: 40,000 shares; 2025Q2: 40,418 shares; 2025Q3: 40,843 shares; 2025Q4: 44,990 shares; 2026Q1: 42,266 shares; 2026Q2: 43,999 shares 43,999 $2.93M 0.05% +1,733 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,714 shares; 2026Q1: 18,714 shares; 2026Q2: 14,472 shares 14,472 $2.92M 0.05% -4,242 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,308 shares; 2024Q4: 29,634 shares; 2025Q1: 29,076 shares; 2025Q2: 28,900 shares; 2025Q3: 29,312 shares; 2025Q4: 28,469 shares; 2026Q1: 30,493 shares; 2026Q2: 29,823 shares 29,823 $2.91M 0.05% -670 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,518 shares; 2024Q4: 38,518 shares; 2025Q1: 43,018 shares; 2025Q2: 43,944 shares; 2025Q3: 50,273 shares; 2025Q4: 52,781 shares; 2026Q1: 59,535 shares; 2026Q2: 59,449 shares 59,449 $2.91M 0.05% -86 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,252 shares; 2024Q4: 25,276 shares; 2025Q1: 36,489 shares; 2025Q2: 36,612 shares; 2025Q3: 36,422 shares; 2025Q4: 46,881 shares; 2026Q1: 52,608 shares; 2026Q2: 61,255 shares 61,255 $2.9M 0.05% +8,647 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,357 shares; 2025Q3: 64,358 shares; 2025Q4: 63,487 shares; 2026Q1: 61,438 shares; 2026Q2: 53,754 shares 53,754 $2.87M 0.05% -7,684 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: 28,160 shares; 2024Q4: 32,849 shares; 2025Q1: 32,451 shares; 2025Q2: 32,199 shares; 2025Q3: 32,398 shares; 2025Q4: 37,559 shares; 2026Q1: 28,194 shares; 2026Q2: 27,510 shares 27,510 $2.81M 0.04% -684 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,354 shares; 2024Q4: 26,012 shares; 2025Q1: 24,395 shares; 2025Q2: 24,398 shares; 2025Q3: 29,258 shares; 2025Q4: 32,175 shares; 2026Q1: 33,682 shares; 2026Q2: 49,916 shares 49,916 $2.8M 0.04% +16,234 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,164 shares; 2025Q2: 43,522 shares; 2025Q3: 44,194 shares; 2025Q4: 47,479 shares; 2026Q1: 49,814 shares; 2026Q2: 49,933 shares 49,933 $2.77M 0.04% +119 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,297 shares; 2024Q4: 31,378 shares; 2025Q1: 33,589 shares; 2025Q2: 38,841 shares; 2025Q3: 70,142 shares; 2025Q4: 123,898 shares; 2026Q1: 129,810 shares; 2026Q2: 82,976 shares 82,976 $2.76M 0.04% -46,834 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: 13,897 shares; 2024Q4: 15,530 shares; 2025Q1: 14,930 shares; 2025Q2: 15,684 shares; 2025Q3: 16,753 shares; 2025Q4: 17,375 shares; 2026Q1: 17,491 shares; 2026Q2: 18,225 shares 18,225 $2.76M 0.04% +734 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; 2024Q3: 18,060 shares; 2024Q4: 18,147 shares; 2025Q1: 16,954 shares; 2025Q2: 20,802 shares; 2025Q3: 21,208 shares; 2025Q4: 20,809 shares; 2026Q1: 20,821 shares; 2026Q2: 20,859 shares 20,859 $2.76M 0.04% +38 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: 23,192 shares; 2024Q4: 30,926 shares; 2025Q1: 30,671 shares; 2025Q2: 20,228 shares; 2025Q3: 19,782 shares; 2025Q4: 18,635 shares; 2026Q1: 18,820 shares; 2026Q2: 12,253 shares 12,253 $2.74M 0.04% -6,567 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,725 shares; 2024Q4: 22,104 shares; 2025Q1: 36,158 shares; 2025Q2: 62,265 shares; 2025Q3: 56,329 shares; 2025Q4: 60,338 shares; 2026Q1: 59,740 shares; 2026Q2: 67,316 shares 67,316 $2.73M 0.04% +7,576 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,875 shares; 2024Q4: 28,915 shares; 2025Q1: 30,124 shares; 2025Q2: 38,446 shares; 2025Q3: 45,424 shares; 2025Q4: 39,647 shares; 2026Q1: 42,149 shares; 2026Q2: 54,484 shares 54,484 $2.71M 0.04% +12,335 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: 2,663 shares; 2024Q4: 3,108 shares; 2025Q1: 3,072 shares; 2025Q2: 5,959 shares; 2025Q3: 11,870 shares; 2025Q4: 13,422 shares; 2026Q1: 12,792 shares; 2026Q2: 13,494 shares 13,494 $2.71M 0.04% +702 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK 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: 12,577 shares; 2026Q1: not reported; 2026Q2: 184,857 shares 184,857 $2.69M 0.04% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,459 shares; 2024Q4: 7,645 shares; 2025Q1: 7,658 shares; 2025Q2: 7,119 shares; 2025Q3: 7,263 shares; 2025Q4: 7,861 shares; 2026Q1: 8,388 shares; 2026Q2: 9,180 shares 9,180 $2.67M 0.04% +792 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,344 shares; 2024Q4: 36,958 shares; 2025Q1: 43,736 shares; 2025Q2: 29,412 shares; 2025Q3: 30,160 shares; 2025Q4: 32,556 shares; 2026Q1: 35,689 shares; 2026Q2: 38,347 shares 38,347 $2.66M 0.04% +2,658 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: not reported; 2025Q1: 2,860 shares; 2025Q2: 4,590 shares; 2025Q3: 5,922 shares; 2025Q4: 11,899 shares; 2026Q1: 12,338 shares; 2026Q2: 52,099 shares 52,099 $2.66M 0.04% +39,761 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,505 shares; 2024Q4: 53,421 shares; 2025Q1: 50,895 shares; 2025Q2: 51,144 shares; 2025Q3: 51,386 shares; 2025Q4: 51,391 shares; 2026Q1: 52,235 shares; 2026Q2: 50,385 shares 50,385 $2.66M 0.04% -1,850 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: 1,479 shares; 2024Q4: 8,032 shares; 2025Q1: 7,708 shares; 2025Q2: 7,478 shares; 2025Q3: 7,326 shares; 2025Q4: 6,934 shares; 2026Q1: 7,342 shares; 2026Q2: 7,715 shares 7,715 $2.66M 0.04% +373 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: 36,922 shares; 2024Q4: 37,510 shares; 2025Q1: 30,364 shares; 2025Q2: 30,809 shares; 2025Q3: 33,254 shares; 2025Q4: 34,093 shares; 2026Q1: 35,463 shares; 2026Q2: 36,068 shares 36,068 $2.65M 0.04% +605 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,924 shares; 2024Q4: not reported; 2025Q1: 8,862 shares; 2025Q2: 8,351 shares; 2025Q3: 8,470 shares; 2025Q4: 8,470 shares; 2026Q1: 89,621 shares; 2026Q2: 85,308 shares 85,308 $2.61M 0.04% -4,313 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,686 shares; 2025Q1: 2,592 shares; 2025Q2: 2,647 shares; 2025Q3: 2,662 shares; 2025Q4: 2,618 shares; 2026Q1: 2,644 shares; 2026Q2: 2,704 shares 2,704 $2.6M 0.04% +60 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,006 shares; 2024Q4: 16,990 shares; 2025Q1: 16,965 shares; 2025Q2: 16,875 shares; 2025Q3: 16,721 shares; 2025Q4: 16,821 shares; 2026Q1: 16,761 shares; 2026Q2: 15,561 shares 15,561 $2.59M 0.04% -1,200 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: 10,551 shares; 2024Q4: 13,042 shares; 2025Q1: 12,737 shares; 2025Q2: 14,012 shares; 2025Q3: 15,289 shares; 2025Q4: 15,333 shares; 2026Q1: 18,612 shares; 2026Q2: 20,484 shares 20,484 $2.59M 0.04% +1,872 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: 12,511 shares; 2024Q4: 14,322 shares; 2025Q1: 14,860 shares; 2025Q2: 14,010 shares; 2025Q3: 13,300 shares; 2025Q4: 19,093 shares; 2026Q1: 13,250 shares; 2026Q2: 16,613 shares 16,613 $2.55M 0.04% +3,363 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 97,280 shares; 2025Q1: 79,367 shares; 2025Q2: 74,953 shares; 2025Q3: 74,402 shares; 2025Q4: 75,717 shares; 2026Q1: 72,058 shares; 2026Q2: 71,643 shares 71,643 $2.54M 0.04% -415 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: 34,392 shares; 2024Q4: 99,981 shares; 2025Q1: 99,585 shares; 2025Q2: 98,211 shares; 2025Q3: 79,795 shares; 2025Q4: 86,675 shares; 2026Q1: 88,794 shares; 2026Q2: 87,392 shares 87,392 $2.53M 0.04% -1,402 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,490 shares; 2025Q4: 23,760 shares; 2026Q1: 36,540 shares; 2026Q2: 47,347 shares 47,347 $2.53M 0.04% +10,807 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,377 shares; 2024Q4: 45,265 shares; 2025Q1: 44,548 shares; 2025Q2: 50,016 shares; 2025Q3: 51,930 shares; 2025Q4: 57,085 shares; 2026Q1: 51,571 shares; 2026Q2: 58,982 shares 58,982 $2.5M 0.04% +7,411 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: 5,835 shares; 2024Q4: 8,747 shares; 2025Q1: 8,526 shares; 2025Q2: 9,075 shares; 2025Q3: 11,825 shares; 2025Q4: 10,906 shares; 2026Q1: 9,966 shares; 2026Q2: 10,107 shares 10,107 $2.49M 0.04% +141 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,722 shares; 2024Q4: 38,203 shares; 2025Q1: 38,791 shares; 2025Q2: 56,756 shares; 2025Q3: 63,585 shares; 2025Q4: 64,009 shares; 2026Q1: 63,256 shares; 2026Q2: 68,010 shares 68,010 $2.48M 0.04% +4,754 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,978 shares; 2024Q4: 16,981 shares; 2025Q1: 16,983 shares; 2025Q2: 16,882 shares; 2025Q3: 16,768 shares; 2025Q4: 16,911 shares; 2026Q1: 16,913 shares; 2026Q2: 16,915 shares 16,915 $2.48M 0.04% +2 Timeline EGUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,329 shares; 2026Q2: 42,276 shares 42,276 $2.47M 0.04% +3,947 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,610 shares; 2024Q4: 187,111 shares; 2025Q1: 201,413 shares; 2025Q2: 192,748 shares; 2025Q3: 192,497 shares; 2025Q4: 212,655 shares; 2026Q1: 216,880 shares; 2026Q2: 216,361 shares 216,361 $2.46M 0.04% -519 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: 7,737 shares; 2024Q4: 7,455 shares; 2025Q1: 7,780 shares; 2025Q2: 8,465 shares; 2025Q3: 8,622 shares; 2025Q4: 8,376 shares; 2026Q1: 8,566 shares; 2026Q2: 9,036 shares 9,036 $2.46M 0.04% +470 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,649 shares; 2024Q4: 23,274 shares; 2025Q1: 22,848 shares; 2025Q2: 21,149 shares; 2025Q3: 21,669 shares; 2025Q4: 21,602 shares; 2026Q1: 20,565 shares; 2026Q2: 20,399 shares 20,399 $2.45M 0.04% -166 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: 2,545 shares; 2024Q4: 2,685 shares; 2025Q1: 2,706 shares; 2025Q2: 2,288 shares; 2025Q3: 2,842 shares; 2025Q4: 4,706 shares; 2026Q1: 4,734 shares; 2026Q2: 4,810 shares 4,810 $2.45M 0.04% +76 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 72,916 shares; 2025Q1: 72,840 shares; 2025Q2: 162,767 shares; 2025Q3: 72,183 shares; 2025Q4: 72,184 shares; 2026Q1: 49,575 shares; 2026Q2: 44,810 shares 44,810 $2.45M 0.04% -4,765 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: 5,254 shares; 2024Q4: 5,670 shares; 2025Q1: 5,313 shares; 2025Q2: 5,477 shares; 2025Q3: 5,928 shares; 2025Q4: 7,537 shares; 2026Q1: 8,093 shares; 2026Q2: 8,784 shares 8,784 $2.45M 0.04% +691 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: 10,187 shares; 2024Q4: 10,054 shares; 2025Q1: 11,504 shares; 2025Q2: 11,067 shares; 2025Q3: 9,859 shares; 2025Q4: 11,707 shares; 2026Q1: 12,999 shares; 2026Q2: 15,652 shares 15,652 $2.45M 0.04% +2,653 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 13,123 shares; 2025Q4: 48,561 shares; 2026Q1: 50,406 shares; 2026Q2: 49,991 shares 49,991 $2.45M 0.04% -415 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,217 shares; 2025Q2: 22,793 shares; 2025Q3: 31,407 shares; 2025Q4: 34,324 shares; 2026Q1: 38,894 shares; 2026Q2: 37,252 shares 37,252 $2.44M 0.04% -1,642 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 65,426 shares 65,426 $2.44M 0.04% new Timeline DFEM 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: 49,431 shares; 2024Q4: 49,248 shares; 2025Q1: 49,276 shares; 2025Q2: 52,433 shares; 2025Q3: 52,131 shares; 2025Q4: 54,301 shares; 2026Q1: 56,202 shares; 2026Q2: 59,534 shares 59,534 $2.42M 0.04% +3,332 Timeline SPTM 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: 23,937 shares; 2024Q4: 24,223 shares; 2025Q1: 23,616 shares; 2025Q2: 23,238 shares; 2025Q3: 23,186 shares; 2025Q4: 27,076 shares; 2026Q1: 27,584 shares; 2026Q2: 26,598 shares 26,598 $2.41M 0.04% -986 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: 1,238 shares; 2024Q4: 1,198 shares; 2025Q1: 1,178 shares; 2025Q2: 1,129 shares; 2025Q3: 1,310 shares; 2025Q4: 1,284 shares; 2026Q1: 2,974 shares; 2026Q2: 3,186 shares 3,186 $2.41M 0.04% +212 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196,617 shares; 2026Q1: 199,068 shares; 2026Q2: 184,993 shares 184,993 $2.41M 0.04% -14,075 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,643 shares; 2024Q4: 30,839 shares; 2025Q1: 30,825 shares; 2025Q2: 29,676 shares; 2025Q3: 28,807 shares; 2025Q4: 30,048 shares; 2026Q1: 30,652 shares; 2026Q2: 30,855 shares 30,855 $2.39M 0.04% +203 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,054 shares; 2024Q4: 24,640 shares; 2025Q1: 73,977 shares; 2025Q2: 54,423 shares; 2025Q3: 108,797 shares; 2025Q4: 52,480 shares; 2026Q1: 195,974 shares; 2026Q2: 52,209 shares 52,209 $2.37M 0.04% -143,765 Timeline MTUM 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: 23,554 shares; 2025Q1: 2,272 shares; 2025Q2: 11,522 shares; 2025Q3: 11,391 shares; 2025Q4: 8,577 shares; 2026Q1: 7,414 shares; 2026Q2: 6,723 shares 6,723 $2.3M 0.04% -691 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,655 shares; 2024Q4: 6,660 shares; 2025Q1: 6,660 shares; 2025Q2: 6,736 shares; 2025Q3: 13,086 shares; 2025Q4: 13,103 shares; 2026Q1: 13,238 shares; 2026Q2: 13,274 shares 13,274 $2.3M 0.04% +36 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,903 shares; 2024Q4: 7,014 shares; 2025Q1: 7,080 shares; 2025Q2: 8,367 shares; 2025Q3: 10,115 shares; 2025Q4: 9,578 shares; 2026Q1: 8,304 shares; 2026Q2: 8,997 shares 8,997 $2.29M 0.04% +693 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,753 shares; 2024Q4: 8,738 shares; 2025Q1: 14,444 shares; 2025Q2: 15,823 shares; 2025Q3: 14,605 shares; 2025Q4: 18,066 shares; 2026Q1: 18,958 shares; 2026Q2: 13,828 shares 13,828 $2.27M 0.04% -5,130 Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: 6,781 shares; 2025Q2: 23,177 shares; 2025Q3: 24,351 shares; 2025Q4: 24,231 shares; 2026Q1: 26,750 shares; 2026Q2: 25,642 shares 25,642 $2.27M 0.04% -1,108 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,433 shares; 2024Q4: 19,518 shares; 2025Q1: 20,808 shares; 2025Q2: 20,827 shares; 2025Q3: 20,628 shares; 2025Q4: 20,776 shares; 2026Q1: 38,705 shares; 2026Q2: 44,848 shares 44,848 $2.27M 0.04% +6,143 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: 7,260 shares; 2024Q4: 7,692 shares; 2025Q1: 7,691 shares; 2025Q2: 7,250 shares; 2025Q3: 8,510 shares; 2025Q4: 9,510 shares; 2026Q1: 9,926 shares; 2026Q2: 10,477 shares 10,477 $2.27M 0.04% +551 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 3 shares 3 $2.25M 0.04% +1 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: not reported; 2024Q4: 3,008 shares; 2025Q1: 9,715 shares; 2025Q2: 19,745 shares; 2025Q3: 37,742 shares; 2025Q4: 34,616 shares; 2026Q1: 44,326 shares; 2026Q2: 46,764 shares 46,764 $2.25M 0.04% +2,438 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,771 shares; 2026Q2: 11,759 shares 11,759 $2.23M 0.04% -12 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,066 shares; 2024Q4: 50,292 shares; 2025Q1: 40,717 shares; 2025Q2: 32,939 shares; 2025Q3: 30,853 shares; 2025Q4: 22,583 shares; 2026Q1: 21,894 shares; 2026Q2: 18,982 shares 18,982 $2.23M 0.04% -2,912 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: not reported; 2025Q2: not reported; 2025Q3: 3,013 shares; 2025Q4: 2,883 shares; 2026Q1: 1,830 shares; 2026Q2: 975 shares 975 $2.22M 0.04% -855 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,880 shares; 2024Q4: 6,176 shares; 2025Q1: 6,162 shares; 2025Q2: 8,079 shares; 2025Q3: 16,712 shares; 2025Q4: 26,085 shares; 2026Q1: 30,494 shares; 2026Q2: 32,322 shares 32,322 $2.21M 0.03% +1,828 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: 1,582 shares; 2024Q4: 1,596 shares; 2025Q1: 1,601 shares; 2025Q2: 1,722 shares; 2025Q3: 3,404 shares; 2025Q4: 4,297 shares; 2026Q1: 3,872 shares; 2026Q2: 3,812 shares 3,812 $2.2M 0.03% -60 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,765 shares; 2024Q4: 14,687 shares; 2025Q1: 14,417 shares; 2025Q2: 15,019 shares; 2025Q3: 23,203 shares; 2025Q4: 23,372 shares; 2026Q1: 23,220 shares; 2026Q2: 23,682 shares 23,682 $2.2M 0.03% +462 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: 95 shares; 2024Q4: 106 shares; 2025Q1: 119 shares; 2025Q2: 185 shares; 2025Q3: 447 shares; 2025Q4: 383 shares; 2026Q1: 679 shares; 2026Q2: 677 shares 677 $2.16M 0.03% -2 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,929 shares; 2024Q4: 102,992 shares; 2025Q1: 102,930 shares; 2025Q2: 117,574 shares; 2025Q3: 116,481 shares; 2025Q4: 82,881 shares; 2026Q1: 84,236 shares; 2026Q2: 84,295 shares 84,295 $2.16M 0.03% +59 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,262 shares; 2024Q4: 11,729 shares; 2025Q1: 12,035 shares; 2025Q2: 12,061 shares; 2025Q3: 20,201 shares; 2025Q4: 26,636 shares; 2026Q1: 29,105 shares; 2026Q2: 41,524 shares 41,524 $2.1M 0.03% +12,419 Timeline VSGX 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: 21,477 shares; 2024Q4: 21,093 shares; 2025Q1: 21,093 shares; 2025Q2: 21,093 shares; 2025Q3: 24,658 shares; 2025Q4: 25,100 shares; 2026Q1: 25,485 shares; 2026Q2: 25,457 shares 25,457 $2.1M 0.03% -28 Timeline HYLB 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: 34,842 shares; 2024Q4: 47,520 shares; 2025Q1: 47,490 shares; 2025Q2: 47,418 shares; 2025Q3: 47,798 shares; 2025Q4: 48,233 shares; 2026Q1: 50,896 shares; 2026Q2: 57,146 shares 57,146 $2.09M 0.03% +6,250 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,712 shares; 2026Q2: 79,682 shares 79,682 $2.09M 0.03% +22,970 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: 15,713 shares; 2024Q4: 16,859 shares; 2025Q1: 28,453 shares; 2025Q2: 24,957 shares; 2025Q3: 25,956 shares; 2025Q4: 40,315 shares; 2026Q1: 40,068 shares; 2026Q2: 44,086 shares 44,086 $2.05M 0.03% +4,018 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: 13,450 shares; 2024Q4: 26,219 shares; 2025Q1: 14,980 shares; 2025Q2: 13,217 shares; 2025Q3: 13,185 shares; 2025Q4: 18,501 shares; 2026Q1: 13,066 shares; 2026Q2: 11,064 shares 11,064 $2.05M 0.03% -2,002 Timeline IYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,396 shares; 2024Q4: 54,394 shares; 2025Q1: 56,181 shares; 2025Q2: 59,259 shares; 2025Q3: 69,002 shares; 2025Q4: 76,856 shares; 2026Q1: 77,344 shares; 2026Q2: 92,520 shares 92,520 $2.05M 0.03% +15,176 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,287 shares; 2024Q4: 9,857 shares; 2025Q1: 5,539 shares; 2025Q2: 5,174 shares; 2025Q3: 9,848 shares; 2025Q4: 4,171 shares; 2026Q1: 5,741 shares; 2026Q2: 5,766 shares 5,766 $2.04M 0.03% +25 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: 3,494 shares; 2024Q4: 3,753 shares; 2025Q1: 3,293 shares; 2025Q2: 3,712 shares; 2025Q3: 3,982 shares; 2025Q4: 4,797 shares; 2026Q1: 4,969 shares; 2026Q2: 5,122 shares 5,122 $2.03M 0.03% +153 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 27,683 shares; 2025Q4: 39,214 shares; 2026Q1: 35,641 shares; 2026Q2: 39,868 shares 39,868 $2.02M 0.03% +4,227 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,649 shares; 2024Q4: 77,458 shares; 2025Q1: 78,421 shares; 2025Q2: 78,223 shares; 2025Q3: 79,231 shares; 2025Q4: 79,653 shares; 2026Q1: 84,568 shares; 2026Q2: 96,166 shares 96,166 $2.01M 0.03% +11,598 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,825 shares; 2026Q2: 16,750 shares 16,750 $2M 0.03% -75 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: 8,476 shares; 2024Q4: 12,610 shares; 2025Q1: 5,473 shares; 2025Q2: 4,966 shares; 2025Q3: 5,173 shares; 2025Q4: 4,606 shares; 2026Q1: 4,069 shares; 2026Q2: 4,584 shares 4,584 $1.98M 0.03% +515 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,438 shares; 2024Q4: 27,856 shares; 2025Q1: 91,819 shares; 2025Q2: 26,634 shares; 2025Q3: 24,508 shares; 2025Q4: 24,441 shares; 2026Q1: 22,583 shares; 2026Q2: 42,028 shares 42,028 $1.97M 0.03% +19,445 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: not reported; 2024Q4: not reported; 2025Q1: 20,624 shares; 2025Q2: 21,118 shares; 2025Q3: 21,515 shares; 2025Q4: 21,541 shares; 2026Q1: 17,363 shares; 2026Q2: 17,958 shares 17,958 $1.96M 0.03% +595 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,996 shares; 2024Q4: 134,868 shares; 2025Q1: 172,617 shares; 2025Q2: 152,872 shares; 2025Q3: 146,352 shares; 2025Q4: 121,126 shares; 2026Q1: 53,245 shares; 2026Q2: 48,570 shares 48,570 $1.96M 0.03% -4,675 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: 32,493 shares; 2024Q4: 33,677 shares; 2025Q1: 20,492 shares; 2025Q2: 15,968 shares; 2025Q3: 17,894 shares; 2025Q4: 18,707 shares; 2026Q1: 19,740 shares; 2026Q2: 21,327 shares 21,327 $1.96M 0.03% +1,587 Timeline FDMT 4D MOLECULAR THERAPEUTICS IN More: the full row for 4D MOLECULAR THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,170 shares; 2024Q4: 146,133 shares; 2025Q1: 146,133 shares; 2025Q2: 146,133 shares; 2025Q3: 146,133 shares; 2025Q4: 146,133 shares; 2026Q1: 146,197 shares; 2026Q2: 146,185 shares 146,185 $1.94M 0.03% -12 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: 10,695 shares; 2024Q4: 25,509 shares; 2025Q1: 27,475 shares; 2025Q2: 25,347 shares; 2025Q3: 30,416 shares; 2025Q4: 27,149 shares; 2026Q1: 24,534 shares; 2026Q2: 26,082 shares 26,082 $1.94M 0.03% +1,548 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,160 shares; 2024Q4: 23,282 shares; 2025Q1: 24,558 shares; 2025Q2: 25,640 shares; 2025Q3: 26,729 shares; 2025Q4: 26,116 shares; 2026Q1: 25,990 shares; 2026Q2: 25,629 shares 25,629 $1.93M 0.03% -361 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: 24,801 shares; 2024Q4: 23,518 shares; 2025Q1: 21,562 shares; 2025Q2: 21,226 shares; 2025Q3: 19,049 shares; 2025Q4: 19,007 shares; 2026Q1: 17,781 shares; 2026Q2: 17,604 shares 17,604 $1.93M 0.03% -177 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,984 shares; 2024Q4: 19,334 shares; 2025Q1: 124,184 shares; 2025Q2: 123,728 shares; 2025Q3: 124,301 shares; 2025Q4: 125,766 shares; 2026Q1: 121,791 shares; 2026Q2: 119,802 shares 119,802 $1.9M 0.03% -1,989 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: 4,664 shares; 2024Q4: 4,507 shares; 2025Q1: 4,317 shares; 2025Q2: 4,207 shares; 2025Q3: 4,015 shares; 2025Q4: 4,630 shares; 2026Q1: 4,773 shares; 2026Q2: 4,663 shares 4,663 $1.9M 0.03% -110 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: 4,121 shares; 2024Q4: 3,821 shares; 2025Q1: 3,486 shares; 2025Q2: 3,558 shares; 2025Q3: 5,858 shares; 2025Q4: 6,312 shares; 2026Q1: 6,021 shares; 2026Q2: 6,045 shares 6,045 $1.89M 0.03% +24 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,721 shares; 2025Q1: 54,625 shares; 2025Q2: 63,532 shares; 2025Q3: 62,554 shares; 2025Q4: 79,511 shares; 2026Q1: 89,507 shares; 2026Q2: 90,100 shares 90,100 $1.88M 0.03% +593 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,113 shares; 2025Q2: 66,555 shares; 2025Q3: 68,355 shares; 2025Q4: 96,063 shares; 2026Q1: 118,633 shares; 2026Q2: 124,333 shares 124,333 $1.87M 0.03% +5,700 Timeline EVX 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: 10,247 shares; 2024Q4: 9,710 shares; 2025Q1: 49,019 shares; 2025Q2: 48,445 shares; 2025Q3: 47,666 shares; 2025Q4: 45,134 shares; 2026Q1: 45,134 shares; 2026Q2: 44,948 shares 44,948 $1.85M 0.03% -186 Timeline DFEV 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: 14,593 shares; 2025Q1: 59,783 shares; 2025Q2: 52,354 shares; 2025Q3: 45,710 shares; 2025Q4: 43,798 shares; 2026Q1: 43,098 shares; 2026Q2: 43,169 shares 43,169 $1.84M 0.03% +71 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: 6,637 shares; 2024Q4: 6,459 shares; 2025Q1: 6,368 shares; 2025Q2: 7,224 shares; 2025Q3: 7,920 shares; 2025Q4: 7,970 shares; 2026Q1: 7,957 shares; 2026Q2: 8,223 shares 8,223 $1.84M 0.03% +266 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: 18,911 shares; 2024Q4: 19,443 shares; 2025Q1: 19,227 shares; 2025Q2: 17,051 shares; 2025Q3: 25,883 shares; 2025Q4: 24,081 shares; 2026Q1: 23,047 shares; 2026Q2: 23,603 shares 23,603 $1.82M 0.03% +556 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 176,022 shares; 2026Q2: 74,251 shares 74,251 $1.82M 0.03% -101,771 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,296 shares; 2025Q4: 50,725 shares; 2026Q1: 45,988 shares; 2026Q2: 51,686 shares 51,686 $1.81M 0.03% +5,698 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: 6,583 shares; 2024Q4: 7,925 shares; 2025Q1: 8,500 shares; 2025Q2: 12,242 shares; 2025Q3: 12,767 shares; 2025Q4: 12,641 shares; 2026Q1: 15,008 shares; 2026Q2: 14,944 shares 14,944 $1.81M 0.03% -64 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,199 shares; 2024Q4: 55,917 shares; 2025Q1: 56,242 shares; 2025Q2: 39,637 shares; 2025Q3: 40,987 shares; 2025Q4: 44,415 shares; 2026Q1: 48,112 shares; 2026Q2: 56,730 shares 56,730 $1.81M 0.03% +8,618 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,237 shares; 2024Q4: 20,125 shares; 2025Q1: 22,337 shares; 2025Q2: 24,331 shares; 2025Q3: 25,021 shares; 2025Q4: 24,049 shares; 2026Q1: 23,950 shares; 2026Q2: 25,987 shares 25,987 $1.81M 0.03% +2,037 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,606 shares; 2025Q2: 46,872 shares; 2025Q3: 46,523 shares; 2025Q4: 44,908 shares; 2026Q1: 50,402 shares; 2026Q2: 30,775 shares 30,775 $1.78M 0.03% -19,627 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 35,131 shares 35,131 $1.78M 0.03% new 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: 16,545 shares; 2024Q4: 17,345 shares; 2025Q1: 16,917 shares; 2025Q2: 19,719 shares; 2025Q3: 19,505 shares; 2025Q4: 19,633 shares; 2026Q1: 14,810 shares; 2026Q2: 14,833 shares 14,833 $1.76M 0.03% +23 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: 957 shares; 2025Q1: 975 shares; 2025Q2: 1,049 shares; 2025Q3: 1,017 shares; 2025Q4: 975 shares; 2026Q1: 981 shares; 2026Q2: 1,038 shares 1,038 $1.76M 0.03% +57 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS 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: 24,431 shares; 2026Q2: 25,118 shares 25,118 $1.74M 0.03% +687 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,215 shares; 2024Q4: 29,508 shares; 2025Q1: 28,141 shares; 2025Q2: 28,055 shares; 2025Q3: 33,637 shares; 2025Q4: 36,828 shares; 2026Q1: 37,851 shares; 2026Q2: 36,180 shares 36,180 $1.74M 0.03% -1,671 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: 2,721 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,334 shares; 2025Q4: 2,003 shares; 2026Q1: 1,902 shares; 2026Q2: 1,795 shares 1,795 $1.73M 0.03% -107 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,597 shares; 2024Q4: 22,323 shares; 2025Q1: 24,008 shares; 2025Q2: 23,530 shares; 2025Q3: 26,309 shares; 2025Q4: 28,554 shares; 2026Q1: 24,546 shares; 2026Q2: 28,329 shares 28,329 $1.71M 0.03% +3,783 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: 1,679 shares; 2024Q4: 1,922 shares; 2025Q1: 2,045 shares; 2025Q2: 2,502 shares; 2025Q3: 2,395 shares; 2025Q4: 2,808 shares; 2026Q1: 3,775 shares; 2026Q2: 3,466 shares 3,466 $1.7M 0.03% -309 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,565 shares; 2025Q1: 20,829 shares; 2025Q2: 23,737 shares; 2025Q3: 23,556 shares; 2025Q4: 23,032 shares; 2026Q1: 22,376 shares; 2026Q2: 21,875 shares 21,875 $1.7M 0.03% -501 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: 5,977 shares; 2024Q4: 10,832 shares; 2025Q1: 17,078 shares; 2025Q2: 17,875 shares; 2025Q3: 14,109 shares; 2025Q4: 16,414 shares; 2026Q1: 17,468 shares; 2026Q2: 17,781 shares 17,781 $1.69M 0.03% +313 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,288 shares; 2024Q4: 20,888 shares; 2025Q1: 20,888 shares; 2025Q2: 21,103 shares; 2025Q3: 21,103 shares; 2025Q4: 24,993 shares; 2026Q1: 25,010 shares; 2026Q2: 25,059 shares 25,059 $1.69M 0.03% +49 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,236 shares; 2024Q4: 62,514 shares; 2025Q1: 62,479 shares; 2025Q2: 62,292 shares; 2025Q3: 61,752 shares; 2025Q4: 61,299 shares; 2026Q1: 61,081 shares; 2026Q2: 60,887 shares 60,887 $1.69M 0.03% -194 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,436 shares; 2024Q4: 187,336 shares; 2025Q1: 187,336 shares; 2025Q2: 184,156 shares; 2025Q3: 183,956 shares; 2025Q4: 183,956 shares; 2026Q1: 183,800 shares; 2026Q2: 183,834 shares 183,834 $1.67M 0.03% +34 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,217 shares 31,217 $1.67M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,267 shares; 2025Q4: 4,269 shares; 2026Q1: 4,495 shares; 2026Q2: 4,665 shares 4,665 $1.66M 0.03% +170 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: 9,721 shares 9,721 $1.66M 0.03% new 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: 21,899 shares; 2024Q4: 22,374 shares; 2025Q1: 23,799 shares; 2025Q2: 24,199 shares; 2025Q3: 21,706 shares; 2025Q4: 18,846 shares; 2026Q1: 19,896 shares; 2026Q2: 19,960 shares 19,960 $1.64M 0.03% +64 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: 166,236 shares; 2024Q4: 162,652 shares; 2025Q1: 105,868 shares; 2025Q2: 102,578 shares; 2025Q3: 106,521 shares; 2025Q4: 93,661 shares; 2026Q1: 75,496 shares; 2026Q2: 66,656 shares 66,656 $1.64M 0.03% -8,840 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,313 shares; 2025Q3: 35,605 shares; 2025Q4: 37,725 shares; 2026Q1: 39,649 shares; 2026Q2: 40,531 shares 40,531 $1.61M 0.03% +882 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,595 shares; 2024Q4: 3,595 shares; 2025Q1: 4,365 shares; 2025Q2: 4,222 shares; 2025Q3: 4,795 shares; 2025Q4: 5,124 shares; 2026Q1: 4,639 shares; 2026Q2: 4,637 shares 4,637 $1.59M 0.03% -2 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: 2,783 shares; 2024Q4: 2,877 shares; 2025Q1: 2,769 shares; 2025Q2: 2,784 shares; 2025Q3: 2,877 shares; 2025Q4: 3,013 shares; 2026Q1: 2,928 shares; 2026Q2: 3,180 shares 3,180 $1.57M 0.02% +252 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,341 shares; 2024Q4: 38,036 shares; 2025Q1: 33,324 shares; 2025Q2: 37,795 shares; 2025Q3: 36,744 shares; 2025Q4: 34,790 shares; 2026Q1: 36,954 shares; 2026Q2: 37,327 shares 37,327 $1.57M 0.02% +373 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,000 shares; 2024Q4: 36,000 shares; 2025Q1: 38,000 shares; 2025Q2: 38,000 shares; 2025Q3: 43,335 shares; 2025Q4: 47,835 shares; 2026Q1: 47,835 shares; 2026Q2: 87,735 shares 87,735 $1.56M 0.02% +39,900 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: 5,330 shares; 2024Q4: 5,883 shares; 2025Q1: 5,951 shares; 2025Q2: 6,408 shares; 2025Q3: 7,532 shares; 2025Q4: 12,295 shares; 2026Q1: 12,744 shares; 2026Q2: 14,020 shares 14,020 $1.55M 0.02% +1,276 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,653 shares; 2025Q4: 3,665 shares; 2026Q1: 5,039 shares; 2026Q2: 5,502 shares 5,502 $1.52M 0.02% +463 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,959 shares; 2024Q4: 3,690 shares; 2025Q1: 3,592 shares; 2025Q2: not reported; 2025Q3: 9,559 shares; 2025Q4: 8,118 shares; 2026Q1: 7,421 shares; 2026Q2: 7,119 shares 7,119 $1.52M 0.02% -302 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,722 shares; 2024Q4: 4,078 shares; 2025Q1: 4,209 shares; 2025Q2: 4,329 shares; 2025Q3: 5,179 shares; 2025Q4: 5,387 shares; 2026Q1: 5,658 shares; 2026Q2: 4,791 shares 4,791 $1.51M 0.02% -867 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,636 shares; 2024Q4: 5,628 shares; 2025Q1: 5,579 shares; 2025Q2: 5,412 shares; 2025Q3: 5,357 shares; 2025Q4: 5,366 shares; 2026Q1: 5,161 shares; 2026Q2: 5,019 shares 5,019 $1.5M 0.02% -142 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,955 shares; 2024Q4: 2,990 shares; 2025Q1: 2,990 shares; 2025Q2: 3,071 shares; 2025Q3: 2,888 shares; 2025Q4: 2,889 shares; 2026Q1: 2,905 shares; 2026Q2: 2,859 shares 2,859 $1.49M 0.02% -46 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; 2024Q3: 9,827 shares; 2024Q4: 26,323 shares; 2025Q1: 38,970 shares; 2025Q2: 23,553 shares; 2025Q3: 22,854 shares; 2025Q4: 22,874 shares; 2026Q1: 23,561 shares; 2026Q2: 24,314 shares 24,314 $1.49M 0.02% +753 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: 10,753 shares; 2024Q4: 11,413 shares; 2025Q1: 11,565 shares; 2025Q2: 11,700 shares; 2025Q3: 9,047 shares; 2025Q4: 9,076 shares; 2026Q1: 9,233 shares; 2026Q2: 9,241 shares 9,241 $1.48M 0.02% +8 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: 2,532 shares; 2024Q4: 3,233 shares; 2025Q1: 3,245 shares; 2025Q2: 3,445 shares; 2025Q3: 4,430 shares; 2025Q4: 4,417 shares; 2026Q1: 4,445 shares; 2026Q2: 4,630 shares 4,630 $1.47M 0.02% +185 Timeline TFI 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: 4,519 shares; 2024Q4: 4,555 shares; 2025Q1: 4,727 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,882 shares; 2026Q1: 6,137 shares; 2026Q2: 31,962 shares 31,962 $1.46M 0.02% +25,825 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: 9,416 shares; 2024Q4: 10,598 shares; 2025Q1: 10,808 shares; 2025Q2: 15,337 shares; 2025Q3: 13,380 shares; 2025Q4: 7,896 shares; 2026Q1: 7,012 shares; 2026Q2: 8,767 shares 8,767 $1.46M 0.02% +1,755 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,466 shares; 2024Q4: 2,568 shares; 2025Q1: 3,873 shares; 2025Q2: 11,146 shares; 2025Q3: 15,402 shares; 2025Q4: 15,901 shares; 2026Q1: 12,190 shares; 2026Q2: 9,477 shares 9,477 $1.46M 0.02% -2,713 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: 740 shares; 2024Q4: 805 shares; 2025Q1: 797 shares; 2025Q2: 1,047 shares; 2025Q3: 1,148 shares; 2025Q4: 1,179 shares; 2026Q1: 1,256 shares; 2026Q2: 1,492 shares 1,492 $1.46M 0.02% +236 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,570 shares; 2024Q4: 14,277 shares; 2025Q1: 18,820 shares; 2025Q2: 19,206 shares; 2025Q3: 20,609 shares; 2025Q4: 21,325 shares; 2026Q1: 20,954 shares; 2026Q2: 21,964 shares 21,964 $1.46M 0.02% +1,010 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,313 shares; 2024Q4: 34,037 shares; 2025Q1: 34,301 shares; 2025Q2: 38,700 shares; 2025Q3: 41,653 shares; 2025Q4: 40,364 shares; 2026Q1: 42,017 shares; 2026Q2: 46,090 shares 46,090 $1.45M 0.02% +4,073 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: 10,070 shares; 2024Q4: 9,844 shares; 2025Q1: 9,854 shares; 2025Q2: 8,677 shares; 2025Q3: 9,127 shares; 2025Q4: 9,054 shares; 2026Q1: 18,176 shares; 2026Q2: 18,142 shares 18,142 $1.45M 0.02% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 621 shares; 2025Q4: 1,178 shares; 2026Q1: 860 shares; 2026Q2: 731 shares 731 $1.45M 0.02% -129 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,914 shares; 2025Q1: 31,167 shares; 2025Q2: 31,043 shares; 2025Q3: 30,768 shares; 2025Q4: 30,447 shares; 2026Q1: 37,405 shares; 2026Q2: 36,126 shares 36,126 $1.45M 0.02% -1,279 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,349 shares; 2024Q4: 21,968 shares; 2025Q1: 20,609 shares; 2025Q2: 20,363 shares; 2025Q3: 12,142 shares; 2025Q4: 10,979 shares; 2026Q1: 15,072 shares; 2026Q2: 16,963 shares 16,963 $1.44M 0.02% +1,891 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: 37,139 shares; 2024Q4: 43,927 shares; 2025Q1: 43,173 shares; 2025Q2: 41,850 shares; 2025Q3: 42,094 shares; 2025Q4: 42,034 shares; 2026Q1: 46,356 shares; 2026Q2: 24,686 shares 24,686 $1.42M 0.02% -21,670 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: 35,786 shares; 2024Q4: 35,168 shares; 2025Q1: 24,653 shares; 2025Q2: 24,660 shares; 2025Q3: 25,552 shares; 2025Q4: 26,791 shares; 2026Q1: 27,766 shares; 2026Q2: 29,930 shares 29,930 $1.42M 0.02% +2,164 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,656 shares; 2025Q3: 13,018 shares; 2025Q4: 11,054 shares; 2026Q1: 13,181 shares; 2026Q2: 29,176 shares 29,176 $1.42M 0.02% +15,995 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: 8,858 shares; 2024Q4: 8,822 shares; 2025Q1: 9,618 shares; 2025Q2: 9,707 shares; 2025Q3: 10,721 shares; 2025Q4: 10,054 shares; 2026Q1: 10,394 shares; 2026Q2: 10,731 shares 10,731 $1.4M 0.02% +337 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,732 shares; 2024Q4: 14,300 shares; 2025Q1: 14,353 shares; 2025Q2: 13,872 shares; 2025Q3: 12,785 shares; 2025Q4: 17,366 shares; 2026Q1: 14,557 shares; 2026Q2: 13,577 shares 13,577 $1.4M 0.02% -980 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: 20,126 shares; 2024Q4: 20,520 shares; 2025Q1: 20,241 shares; 2025Q2: 21,403 shares; 2025Q3: 21,988 shares; 2025Q4: 22,274 shares; 2026Q1: 23,080 shares; 2026Q2: 23,174 shares 23,174 $1.4M 0.02% +94 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,478 shares; 2024Q4: 7,761 shares; 2025Q1: 8,065 shares; 2025Q2: 7,310 shares; 2025Q3: 6,884 shares; 2025Q4: 6,690 shares; 2026Q1: 6,941 shares; 2026Q2: 9,542 shares 9,542 $1.39M 0.02% +2,601 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,748 shares; 2024Q4: 30,361 shares; 2025Q1: 28,282 shares; 2025Q2: 28,367 shares; 2025Q3: 29,172 shares; 2025Q4: 30,648 shares; 2026Q1: 29,300 shares; 2026Q2: 35,450 shares 35,450 $1.38M 0.02% +6,150 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,359 shares; 2024Q4: 14,782 shares; 2025Q1: 15,253 shares; 2025Q2: 15,837 shares; 2025Q3: 16,679 shares; 2025Q4: 22,687 shares; 2026Q1: 26,917 shares; 2026Q2: 29,638 shares 29,638 $1.38M 0.02% +2,721 Timeline NUAG 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: 54,101 shares; 2024Q4: 53,905 shares; 2025Q1: 53,977 shares; 2025Q2: 56,096 shares; 2025Q3: 59,854 shares; 2025Q4: 61,320 shares; 2026Q1: 59,780 shares; 2026Q2: 65,074 shares 65,074 $1.37M 0.02% +5,294 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,670 shares; 2025Q4: 3,920 shares; 2026Q1: 3,253 shares; 2026Q2: 2,820 shares 2,820 $1.36M 0.02% -433 Timeline DISV 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: 19,823 shares; 2025Q1: 23,572 shares; 2025Q2: 23,498 shares; 2025Q3: 27,876 shares; 2025Q4: 31,321 shares; 2026Q1: 37,657 shares; 2026Q2: 33,851 shares 33,851 $1.36M 0.02% -3,806 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: 4,025 shares; 2024Q4: 4,503 shares; 2025Q1: 4,696 shares; 2025Q2: 4,979 shares; 2025Q3: 4,864 shares; 2025Q4: 4,826 shares; 2026Q1: 4,642 shares; 2026Q2: 6,209 shares 6,209 $1.36M 0.02% +1,567 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,302 shares; 2024Q4: 14,062 shares; 2025Q1: 14,034 shares; 2025Q2: 13,974 shares; 2025Q3: 15,160 shares; 2025Q4: 14,384 shares; 2026Q1: 14,824 shares; 2026Q2: 16,010 shares 16,010 $1.36M 0.02% +1,186 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,052 shares; 2024Q4: 14,917 shares; 2025Q1: 15,155 shares; 2025Q2: 17,735 shares; 2025Q3: 19,317 shares; 2025Q4: 19,450 shares; 2026Q1: 19,803 shares; 2026Q2: 19,753 shares 19,753 $1.35M 0.02% -50 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 22,240 shares; 2026Q1: 23,255 shares; 2026Q2: 62,403 shares 62,403 $1.35M 0.02% +39,148 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: 241 shares; 2024Q4: 254 shares; 2025Q1: 278 shares; 2025Q2: 270 shares; 2025Q3: 642 shares; 2025Q4: 643 shares; 2026Q1: 304 shares; 2026Q2: 7,417 shares 7,417 $1.32M 0.02% +7,113 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: 11,720 shares; 2024Q4: 12,782 shares; 2025Q1: 13,735 shares; 2025Q2: 14,831 shares; 2025Q3: 18,366 shares; 2025Q4: 17,837 shares; 2026Q1: 16,088 shares; 2026Q2: 16,891 shares 16,891 $1.32M 0.02% +803 Timeline CGW 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: 8,697 shares; 2024Q4: 9,448 shares; 2025Q1: 9,170 shares; 2025Q2: 9,066 shares; 2025Q3: 8,861 shares; 2025Q4: 18,341 shares; 2026Q1: 9,334 shares; 2026Q2: 20,085 shares 20,085 $1.32M 0.02% +10,751 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,631 shares; 2024Q4: 4,793 shares; 2025Q1: 5,242 shares; 2025Q2: 5,558 shares; 2025Q3: 6,147 shares; 2025Q4: 7,507 shares; 2026Q1: 4,349 shares; 2026Q2: 5,039 shares 5,039 $1.32M 0.02% +690 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 76,947 shares; 2025Q4: 81,663 shares; 2026Q1: 73,552 shares; 2026Q2: 83,294 shares 83,294 $1.31M 0.02% +9,742 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,320 shares; 2024Q4: 16,474 shares; 2025Q1: 16,484 shares; 2025Q2: 15,576 shares; 2025Q3: 16,114 shares; 2025Q4: 16,320 shares; 2026Q1: 16,114 shares; 2026Q2: 16,090 shares 16,090 $1.31M 0.02% -24 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: 5,938 shares; 2024Q4: 6,369 shares; 2025Q1: 6,741 shares; 2025Q2: 7,234 shares; 2025Q3: 8,508 shares; 2025Q4: 8,846 shares; 2026Q1: 8,664 shares; 2026Q2: 9,031 shares 9,031 $1.31M 0.02% +367 Timeline HISF 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: 23,954 shares; 2024Q4: 24,147 shares; 2025Q1: 24,362 shares; 2025Q2: 25,335 shares; 2025Q3: 27,181 shares; 2025Q4: 27,572 shares; 2026Q1: 26,792 shares; 2026Q2: 29,330 shares 29,330 $1.3M 0.02% +2,538 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: 5,244 shares; 2024Q4: 6,942 shares; 2025Q1: 6,848 shares; 2025Q2: 8,318 shares; 2025Q3: 10,214 shares; 2025Q4: 11,561 shares; 2026Q1: 12,094 shares; 2026Q2: 12,607 shares 12,607 $1.3M 0.02% +513 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: 51,064 shares; 2024Q4: 51,518 shares; 2025Q1: 56,731 shares; 2025Q2: 61,935 shares; 2025Q3: 68,718 shares; 2025Q4: 76,119 shares; 2026Q1: 20,101 shares; 2026Q2: 19,120 shares 19,120 $1.29M 0.02% -981 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,438 shares; 2024Q4: 9,052 shares; 2025Q1: 9,250 shares; 2025Q2: 42,221 shares; 2025Q3: 43,106 shares; 2025Q4: 15,323 shares; 2026Q1: 13,169 shares; 2026Q2: 14,273 shares 14,273 $1.28M 0.02% +1,104 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,055 shares; 2025Q3: 43,959 shares; 2025Q4: 36,798 shares; 2026Q1: 40,987 shares; 2026Q2: 34,900 shares 34,900 $1.28M 0.02% -6,087 Timeline