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: 136 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 32 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $23.2M 6.04% 0 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: 34,970 shares; 2024Q4: 35,437 shares; 2025Q1: 35,271 shares; 2025Q2: 35,248 shares; 2025Q3: 34,797 shares; 2025Q4: 33,027 shares; 2026Q1: 32,999 shares; 2026Q2: 33,029 shares 33,029 $22.7M 5.9% +30 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: 33,530 shares; 2024Q4: 33,081 shares; 2025Q1: 32,405 shares; 2025Q2: 32,953 shares; 2025Q3: 34,062 shares; 2025Q4: 35,585 shares; 2026Q1: 35,454 shares; 2026Q2: 37,215 shares 37,215 $10.8M 2.8% +1,761 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: 119,942 shares; 2024Q4: 122,248 shares; 2025Q1: 121,029 shares; 2025Q2: 120,743 shares; 2025Q3: 115,289 shares; 2025Q4: 116,415 shares; 2026Q1: 114,898 shares; 2026Q2: 114,257 shares 114,257 $8.81M 2.29% -641 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: 9,574 shares; 2024Q4: 9,304 shares; 2025Q1: 9,349 shares; 2025Q2: 9,352 shares; 2025Q3: 9,343 shares; 2025Q4: 9,379 shares; 2026Q1: 9,440 shares; 2026Q2: 11,607 shares 11,607 $8.67M 2.25% +2,167 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: 9,302 shares; 2024Q4: 9,312 shares; 2025Q1: 9,474 shares; 2025Q2: 9,910 shares; 2025Q3: 10,374 shares; 2025Q4: 10,377 shares; 2026Q1: 10,299 shares; 2026Q2: 10,813 shares 10,813 $8.1M 2.11% +514 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: 23,719 shares; 2024Q4: 23,008 shares; 2025Q1: 22,661 shares; 2025Q2: 22,664 shares; 2025Q3: 22,001 shares; 2025Q4: 21,224 shares; 2026Q1: 21,288 shares; 2026Q2: 21,278 shares 21,278 $7.94M 2.06% -10 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: 15,149 shares; 2024Q4: 14,411 shares; 2025Q1: 15,222 shares; 2025Q2: 15,187 shares; 2025Q3: 15,485 shares; 2025Q4: 15,523 shares; 2026Q1: 15,465 shares; 2026Q2: 14,529 shares 14,529 $7.27M 1.89% -936 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,884 shares; 2024Q4: 20,917 shares; 2025Q1: 20,395 shares; 2025Q2: 20,239 shares; 2025Q3: 20,464 shares; 2025Q4: 20,109 shares; 2026Q1: 20,169 shares; 2026Q2: 19,908 shares 19,908 $7.11M 1.85% -261 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,223 shares; 2024Q4: 5,269 shares; 2025Q1: 5,304 shares; 2025Q2: 5,364 shares; 2025Q3: 5,527 shares; 2025Q4: 5,518 shares; 2026Q1: 5,683 shares; 2026Q2: 5,700 shares 5,700 $6.84M 1.78% +17 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: 21,241 shares; 2024Q4: 20,509 shares; 2025Q1: 20,293 shares; 2025Q2: 20,011 shares; 2025Q3: 20,868 shares; 2025Q4: 20,170 shares; 2026Q1: 20,211 shares; 2026Q2: 20,184 shares 20,184 $6.61M 1.72% -27 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: 50,767 shares; 2024Q4: 54,790 shares; 2025Q1: 55,401 shares; 2025Q2: 67,792 shares; 2025Q3: 66,473 shares; 2025Q4: 69,322 shares; 2026Q1: 77,347 shares; 2026Q2: 87,680 shares 87,680 $6.44M 1.67% +10,333 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: 59,008 shares; 2024Q4: 58,925 shares; 2025Q1: 59,167 shares; 2025Q2: 59,411 shares; 2025Q3: 59,542 shares; 2025Q4: 58,751 shares; 2026Q1: 58,839 shares; 2026Q2: 59,225 shares 59,225 $6.15M 1.6% +386 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: 29,241 shares; 2024Q4: 27,182 shares; 2025Q1: 27,055 shares; 2025Q2: 27,644 shares; 2025Q3: 26,695 shares; 2025Q4: 24,896 shares; 2026Q1: 25,601 shares; 2026Q2: 25,696 shares 25,696 $6.12M 1.59% +95 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: 16,379 shares; 2024Q4: 16,882 shares; 2025Q1: 16,356 shares; 2025Q2: 16,567 shares; 2025Q3: 17,079 shares; 2025Q4: 22,832 shares; 2026Q1: 24,116 shares; 2026Q2: 24,353 shares 24,353 $5.76M 1.5% +237 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: 18,520 shares; 2024Q4: 17,425 shares; 2025Q1: 17,404 shares; 2025Q2: 17,244 shares; 2025Q3: 16,075 shares; 2025Q4: 15,253 shares; 2026Q1: 15,253 shares; 2026Q2: 15,175 shares 15,175 $5.36M 1.39% -78 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: 5,639 shares; 2024Q4: 5,401 shares; 2025Q1: 5,349 shares; 2025Q2: 5,364 shares; 2025Q3: 5,185 shares; 2025Q4: 4,890 shares; 2026Q1: 4,897 shares; 2026Q2: 4,900 shares 4,900 $4.58M 1.19% +3 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,482 shares; 2024Q4: 10,467 shares; 2025Q1: 10,344 shares; 2025Q2: 10,344 shares; 2025Q3: 10,344 shares; 2025Q4: 10,324 shares; 2026Q1: 10,384 shares; 2026Q2: 51,483 shares 51,483 $4.53M 1.18% +41,099 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: 16,625 shares; 2024Q4: 15,734 shares; 2025Q1: 14,180 shares; 2025Q2: 14,236 shares; 2025Q3: 13,350 shares; 2025Q4: 12,614 shares; 2026Q1: 12,799 shares; 2026Q2: 13,128 shares 13,128 $4.5M 1.17% +329 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: 22,583 shares; 2024Q4: 22,434 shares; 2025Q1: 21,981 shares; 2025Q2: 21,024 shares; 2025Q3: 19,466 shares; 2025Q4: 19,466 shares; 2026Q1: 19,466 shares; 2026Q2: 19,466 shares 19,466 $4.42M 1.15% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,515 shares; 2024Q4: 25,505 shares; 2025Q1: 25,505 shares; 2025Q2: 25,505 shares; 2025Q3: 25,485 shares; 2025Q4: 25,485 shares; 2026Q1: 26,770 shares; 2026Q2: 26,770 shares 26,770 $4.38M 1.14% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,723 shares; 2024Q4: 16,653 shares; 2025Q1: 16,364 shares; 2025Q2: 15,924 shares; 2025Q3: 16,094 shares; 2025Q4: 15,912 shares; 2026Q1: 16,077 shares; 2026Q2: 16,748 shares 16,748 $4.25M 1.11% +671 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: 10,076 shares; 2024Q4: 10,283 shares; 2025Q1: 10,318 shares; 2025Q2: 11,133 shares; 2025Q3: 11,270 shares; 2025Q4: 11,157 shares; 2026Q1: 11,279 shares; 2026Q2: 11,182 shares 11,182 $4.14M 1.08% -97 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: 29,907 shares; 2024Q4: 28,425 shares; 2025Q1: 28,095 shares; 2025Q2: 31,306 shares; 2025Q3: 32,764 shares; 2025Q4: 31,964 shares; 2026Q1: 35,153 shares; 2026Q2: 39,202 shares 39,202 $3.79M 0.98% +4,049 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: 6,771 shares; 2024Q4: 6,447 shares; 2025Q1: 6,527 shares; 2025Q2: 6,634 shares; 2025Q3: 6,282 shares; 2025Q4: 5,960 shares; 2026Q1: 6,077 shares; 2026Q2: 6,264 shares 6,264 $3.53M 0.92% +187 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: 5,280 shares; 2024Q4: 5,088 shares; 2025Q1: 5,207 shares; 2025Q2: 5,237 shares; 2025Q3: 5,242 shares; 2025Q4: 5,117 shares; 2026Q1: 5,129 shares; 2026Q2: 40,365 shares 40,365 $3.48M 0.9% +35,236 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: 3,785 shares; 2024Q4: 3,775 shares; 2025Q1: 3,775 shares; 2025Q2: 3,783 shares; 2025Q3: 4,542 shares; 2025Q4: 4,626 shares; 2026Q1: 4,626 shares; 2026Q2: 4,648 shares 4,648 $3.42M 0.89% +22 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: 59,833 shares; 2024Q4: 60,454 shares; 2025Q1: 60,526 shares; 2025Q2: 59,558 shares; 2025Q3: 55,677 shares; 2025Q4: 55,662 shares; 2026Q1: 55,651 shares; 2026Q2: 55,536 shares 55,536 $3.31M 0.86% -115 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: 20,963 shares; 2024Q4: 23,034 shares; 2025Q1: 22,686 shares; 2025Q2: 21,570 shares; 2025Q3: 20,939 shares; 2025Q4: 20,982 shares; 2026Q1: 20,890 shares; 2026Q2: 21,644 shares 21,644 $3.21M 0.84% +754 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: 13,096 shares; 2024Q4: 12,981 shares; 2025Q1: 12,474 shares; 2025Q2: 12,118 shares; 2025Q3: 11,951 shares; 2025Q4: 11,916 shares; 2026Q1: 11,845 shares; 2026Q2: 12,680 shares 12,680 $3.19M 0.83% +835 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: 5,799 shares; 2024Q4: 5,917 shares; 2025Q1: 6,091 shares; 2025Q2: 6,556 shares; 2025Q3: 6,619 shares; 2025Q4: 6,467 shares; 2026Q1: 6,433 shares; 2026Q2: 13,043 shares 13,043 $2.84M 0.74% +6,610 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: 55,221 shares; 2024Q4: 46,856 shares; 2025Q1: 45,488 shares; 2025Q2: 45,838 shares; 2025Q3: 45,621 shares; 2025Q4: 41,777 shares; 2026Q1: 44,386 shares; 2026Q2: 49,711 shares 49,711 $2.83M 0.74% +5,325 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: 19,314 shares; 2024Q4: 21,978 shares; 2025Q1: 25,883 shares; 2025Q2: 30,106 shares; 2025Q3: 36,235 shares; 2025Q4: 37,811 shares; 2026Q1: 46,011 shares; 2026Q2: 46,685 shares 46,685 $2.75M 0.72% +674 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: 29,484 shares; 2024Q4: 29,983 shares; 2025Q1: 37,043 shares; 2025Q2: 43,353 shares; 2025Q3: 38,428 shares; 2025Q4: 37,775 shares; 2026Q1: 42,600 shares; 2026Q2: 43,258 shares 43,258 $2.52M 0.65% +658 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: 16,904 shares; 2024Q4: 16,801 shares; 2025Q1: 16,479 shares; 2025Q2: 16,461 shares; 2025Q3: 16,856 shares; 2025Q4: 17,166 shares; 2026Q1: 17,230 shares; 2026Q2: 17,016 shares 17,016 $2.5M 0.65% -214 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,155 shares; 2024Q4: 5,155 shares; 2025Q1: 5,755 shares; 2025Q2: 7,199 shares; 2025Q3: 8,905 shares; 2025Q4: 8,891 shares; 2026Q1: 10,690 shares; 2026Q2: 12,464 shares 12,464 $2.49M 0.65% +1,774 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: 21,325 shares; 2024Q4: 21,481 shares; 2025Q1: 21,304 shares; 2025Q2: 21,237 shares; 2025Q3: 21,329 shares; 2025Q4: 21,383 shares; 2026Q1: 21,428 shares; 2026Q2: 22,484 shares 22,484 $2.39M 0.62% +1,056 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: 16,352 shares; 2024Q4: 16,191 shares; 2025Q1: 16,119 shares; 2025Q2: 15,769 shares; 2025Q3: 15,769 shares; 2025Q4: 15,806 shares; 2026Q1: 15,506 shares; 2026Q2: 15,270 shares 15,270 $2.1M 0.55% -236 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: 11,956 shares; 2024Q4: 11,781 shares; 2025Q1: 11,781 shares; 2025Q2: 11,781 shares; 2025Q3: 11,765 shares; 2025Q4: 13,382 shares; 2026Q1: 13,382 shares; 2026Q2: 13,382 shares 13,382 $2.09M 0.54% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,056 shares; 2024Q4: 17,121 shares; 2025Q1: 16,825 shares; 2025Q2: 15,565 shares; 2025Q3: 14,124 shares; 2025Q4: 14,124 shares; 2026Q1: 14,124 shares; 2026Q2: 14,023 shares 14,023 $2.07M 0.54% -101 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: 12,670 shares; 2024Q4: 14,217 shares; 2025Q1: 14,030 shares; 2025Q2: 16,071 shares; 2025Q3: 17,787 shares; 2025Q4: 17,957 shares; 2026Q1: 21,092 shares; 2026Q2: 24,843 shares 24,843 $2.06M 0.54% +3,751 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: 11,722 shares; 2024Q4: 11,706 shares; 2025Q1: 11,626 shares; 2025Q2: 11,523 shares; 2025Q3: 11,923 shares; 2025Q4: 11,708 shares; 2026Q1: 11,795 shares; 2026Q2: 12,304 shares 12,304 $2.04M 0.53% +509 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: 16,448 shares; 2024Q4: 17,357 shares; 2025Q1: 17,299 shares; 2025Q2: 17,128 shares; 2025Q3: 17,073 shares; 2025Q4: 16,958 shares; 2026Q1: 16,778 shares; 2026Q2: 16,778 shares 16,778 $1.97M 0.51% 0 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: 20,472 shares; 2024Q4: 28,294 shares; 2025Q1: 25,706 shares; 2025Q2: 24,869 shares; 2025Q3: 23,716 shares; 2025Q4: 23,804 shares; 2026Q1: 23,977 shares; 2026Q2: 23,185 shares 23,185 $1.92M 0.5% -792 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: 11,196 shares; 2024Q4: 8,894 shares; 2025Q1: 11,046 shares; 2025Q2: 13,425 shares; 2025Q3: 12,899 shares; 2025Q4: 13,116 shares; 2026Q1: 15,873 shares; 2026Q2: 15,860 shares 15,860 $1.71M 0.44% -13 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: 14,866 shares; 2024Q4: 14,786 shares; 2025Q1: 15,044 shares; 2025Q2: 14,894 shares; 2025Q3: 15,049 shares; 2025Q4: 15,029 shares; 2026Q1: 15,029 shares; 2026Q2: 20,350 shares 20,350 $1.65M 0.43% +5,321 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: 14,818 shares; 2024Q4: 15,616 shares; 2025Q1: 15,805 shares; 2025Q2: 15,064 shares; 2025Q3: 15,393 shares; 2025Q4: 17,087 shares; 2026Q1: 16,441 shares; 2026Q2: 16,576 shares 16,576 $1.64M 0.43% +135 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,262 shares; 2024Q4: 3,262 shares; 2025Q1: 3,262 shares; 2025Q2: 3,262 shares; 2025Q3: 3,262 shares; 2025Q4: 3,262 shares; 2026Q1: 3,262 shares; 2026Q2: 19,559 shares 19,559 $1.62M 0.42% +16,297 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,505 shares; 2024Q4: 13,505 shares; 2025Q1: 13,505 shares; 2025Q2: 13,505 shares; 2025Q3: 13,505 shares; 2025Q4: 13,505 shares; 2026Q1: 13,507 shares; 2026Q2: 13,502 shares 13,502 $1.58M 0.41% -5 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: 5,918 shares; 2024Q4: 5,898 shares; 2025Q1: 6,298 shares; 2025Q2: 5,629 shares; 2025Q3: 5,391 shares; 2025Q4: 5,256 shares; 2026Q1: 5,256 shares; 2026Q2: 5,441 shares 5,441 $1.47M 0.38% +185 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,950 shares; 2024Q4: 19,129 shares; 2025Q1: 19,129 shares; 2025Q2: 19,006 shares; 2025Q3: 17,425 shares; 2025Q4: 17,607 shares; 2026Q1: 17,598 shares; 2026Q2: 17,402 shares 17,402 $1.43M 0.37% -196 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,922 shares; 2024Q4: 25,922 shares; 2025Q1: 25,922 shares; 2025Q2: 25,922 shares; 2025Q3: 25,922 shares; 2025Q4: 25,922 shares; 2026Q1: 25,719 shares; 2026Q2: 25,719 shares 25,719 $1.41M 0.37% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,231 shares; 2024Q4: 3,368 shares; 2025Q1: 3,378 shares; 2025Q2: 5,492 shares; 2025Q3: 5,751 shares; 2025Q4: 5,560 shares; 2026Q1: 5,160 shares; 2026Q2: 5,085 shares 5,085 $1.38M 0.36% -75 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: 3,632 shares; 2024Q4: 3,632 shares; 2025Q1: 3,676 shares; 2025Q2: 3,676 shares; 2025Q3: 3,676 shares; 2025Q4: 3,669 shares; 2026Q1: 3,647 shares; 2026Q2: 3,647 shares 3,647 $1.34M 0.35% 0 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: 2,363 shares; 2024Q4: 2,316 shares; 2025Q1: 2,201 shares; 2025Q2: 2,271 shares; 2025Q3: 2,063 shares; 2025Q4: 2,055 shares; 2026Q1: 2,082 shares; 2026Q2: 1,810 shares 1,810 $1.31M 0.34% -272 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: 3,609 shares; 2024Q4: 3,609 shares; 2025Q1: 2,631 shares; 2025Q2: 3,361 shares; 2025Q3: 3,359 shares; 2025Q4: 3,409 shares; 2026Q1: 3,703 shares; 2026Q2: 15,576 shares 15,576 $1.25M 0.33% +11,873 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: 7,339 shares; 2024Q4: 7,292 shares; 2025Q1: 7,195 shares; 2025Q2: 7,174 shares; 2025Q3: 7,199 shares; 2025Q4: 7,199 shares; 2026Q1: 7,399 shares; 2026Q2: 9,566 shares 9,566 $1.23M 0.32% +2,167 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: 32,896 shares; 2024Q4: 40,704 shares; 2025Q1: 37,557 shares; 2025Q2: 26,172 shares; 2025Q3: 23,466 shares; 2025Q4: 23,882 shares; 2026Q1: 23,807 shares; 2026Q2: 24,259 shares 24,259 $1.23M 0.32% +452 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,645 shares; 2025Q2: 1,665 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,717 shares; 2026Q2: 1,717 shares 1,717 $1.22M 0.32% 0 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: 1,385 shares; 2024Q4: 1,820 shares; 2025Q1: 2,132 shares; 2025Q2: 2,281 shares; 2025Q3: 2,689 shares; 2025Q4: 2,666 shares; 2026Q1: 3,211 shares; 2026Q2: 3,234 shares 3,234 $1.22M 0.32% +23 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: 5,696 shares; 2024Q4: 5,633 shares; 2025Q1: 5,520 shares; 2025Q2: 5,283 shares; 2025Q3: 5,277 shares; 2025Q4: 4,121 shares; 2026Q1: 3,983 shares; 2026Q2: 3,941 shares 3,941 $1.18M 0.31% -42 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: 15,445 shares; 2024Q4: 19,097 shares; 2025Q1: 17,287 shares; 2025Q2: 14,811 shares; 2025Q3: 14,656 shares; 2025Q4: 14,656 shares; 2026Q1: 14,706 shares; 2026Q2: 14,897 shares 14,897 $1.18M 0.31% +191 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,856 shares; 2024Q4: 26,856 shares; 2025Q1: 26,911 shares; 2025Q2: 36,014 shares; 2025Q3: 36,084 shares; 2025Q4: 38,109 shares; 2026Q1: 38,159 shares; 2026Q2: 38,971 shares 38,971 $1.17M 0.3% +812 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: 13,796 shares; 2024Q4: 16,866 shares; 2025Q1: 16,806 shares; 2025Q2: 17,378 shares; 2025Q3: 17,369 shares; 2025Q4: 17,359 shares; 2026Q1: 17,224 shares; 2026Q2: 16,303 shares 16,303 $1.16M 0.3% -921 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: 11,069 shares; 2024Q4: 11,338 shares; 2025Q1: 10,274 shares; 2025Q2: 10,254 shares; 2025Q3: 9,435 shares; 2025Q4: 9,392 shares; 2026Q1: 9,603 shares; 2026Q2: 9,765 shares 9,765 $1.11M 0.29% +162 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: 5,490 shares; 2024Q4: 5,402 shares; 2025Q1: 4,947 shares; 2025Q2: 5,022 shares; 2025Q3: 4,995 shares; 2025Q4: 4,995 shares; 2026Q1: 5,095 shares; 2026Q2: 5,080 shares 5,080 $1.06M 0.28% -15 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: 7,667 shares; 2024Q4: 7,709 shares; 2025Q1: 7,548 shares; 2025Q2: 7,071 shares; 2025Q3: 7,323 shares; 2025Q4: 7,323 shares; 2026Q1: 7,223 shares; 2026Q2: 7,837 shares 7,837 $1.06M 0.28% +614 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: 14,796 shares; 2024Q4: 11,588 shares; 2025Q1: 10,163 shares; 2025Q2: 7,107 shares; 2025Q3: 7,107 shares; 2025Q4: 7,268 shares; 2026Q1: 7,394 shares; 2026Q2: 7,367 shares 7,367 $1.03M 0.27% -27 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: 814 shares; 2024Q4: 757 shares; 2025Q1: 1,547 shares; 2025Q2: 1,599 shares; 2025Q3: 3,184 shares; 2025Q4: 3,184 shares; 2026Q1: 3,455 shares; 2026Q2: 3,430 shares 3,430 $1.02M 0.27% -25 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,340 shares; 2024Q4: 12,857 shares; 2025Q1: 13,604 shares; 2025Q2: 13,633 shares; 2025Q3: 13,637 shares; 2025Q4: 12,945 shares; 2026Q1: 13,248 shares; 2026Q2: 13,251 shares 13,251 $1M 0.26% +3 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: 1,003 shares; 2025Q1: 966 shares; 2025Q2: 966 shares; 2025Q3: 997 shares; 2025Q4: 929 shares; 2026Q1: 964 shares; 2026Q2: 1,034 shares 1,034 $994K 0.26% +70 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: 3,488 shares; 2024Q4: 3,318 shares; 2025Q1: 3,268 shares; 2025Q2: 3,068 shares; 2025Q3: 3,068 shares; 2025Q4: 3,008 shares; 2026Q1: 3,008 shares; 2026Q2: 3,008 shares 3,008 $993K 0.26% 0 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: 4,669 shares; 2024Q4: 4,907 shares; 2025Q1: 5,115 shares; 2025Q2: 5,095 shares; 2025Q3: 5,097 shares; 2025Q4: 4,901 shares; 2026Q1: 5,088 shares; 2026Q2: 4,940 shares 4,940 $976K 0.25% -148 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,399 shares; 2024Q4: 15,399 shares; 2025Q1: 15,399 shares; 2025Q2: 15,344 shares; 2025Q3: 13,902 shares; 2025Q4: 13,902 shares; 2026Q1: 13,902 shares; 2026Q2: 13,891 shares 13,891 $971K 0.25% -11 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: 845 shares; 2024Q4: 1,990 shares; 2025Q1: 2,250 shares; 2025Q2: 2,427 shares; 2025Q3: 2,869 shares; 2025Q4: 2,569 shares; 2026Q1: 2,797 shares; 2026Q2: 2,800 shares 2,800 $955K 0.25% +3 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,524 shares; 2024Q4: 2,524 shares; 2025Q1: 2,621 shares; 2025Q2: 2,626 shares; 2025Q3: 2,601 shares; 2025Q4: 2,469 shares; 2026Q1: 2,454 shares; 2026Q2: 2,454 shares 2,454 $921K 0.24% 0 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: 3,286 shares; 2024Q4: 3,812 shares; 2025Q1: 4,044 shares; 2025Q2: 4,330 shares; 2025Q3: 4,543 shares; 2025Q4: 4,418 shares; 2026Q1: 4,418 shares; 2026Q2: 4,718 shares 4,718 $895K 0.23% +300 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: 10,579 shares; 2024Q4: 11,972 shares; 2025Q1: 10,018 shares; 2025Q2: 9,759 shares; 2025Q3: 8,839 shares; 2025Q4: 8,905 shares; 2026Q1: 8,952 shares; 2026Q2: 9,160 shares 9,160 $883K 0.23% +208 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: 1,968 shares; 2024Q4: 2,118 shares; 2025Q1: 2,498 shares; 2025Q2: 2,740 shares; 2025Q3: 2,775 shares; 2025Q4: 2,875 shares; 2026Q1: 3,915 shares; 2026Q2: 4,100 shares 4,100 $872K 0.23% +185 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: 6,448 shares; 2024Q4: 6,398 shares; 2025Q1: 6,440 shares; 2025Q2: 6,440 shares; 2025Q3: 6,553 shares; 2025Q4: 6,553 shares; 2026Q1: 6,553 shares; 2026Q2: 6,374 shares 6,374 $871K 0.23% -179 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: 12,420 shares; 2024Q4: 12,518 shares; 2025Q1: 12,633 shares; 2025Q2: 12,743 shares; 2025Q3: 12,845 shares; 2025Q4: 12,935 shares; 2026Q1: 12,628 shares; 2026Q2: 12,702 shares 12,702 $869K 0.23% +74 Timeline FYT 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: 11,413 shares; 2024Q4: 13,413 shares; 2025Q1: 13,413 shares; 2025Q2: 13,413 shares; 2025Q3: 13,413 shares; 2025Q4: 13,413 shares; 2026Q1: 12,213 shares; 2026Q2: 12,213 shares 12,213 $853K 0.22% 0 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: 10,619 shares; 2024Q4: 13,769 shares; 2025Q1: 13,462 shares; 2025Q2: 13,462 shares; 2025Q3: 13,985 shares; 2025Q4: 13,985 shares; 2026Q1: 13,985 shares; 2026Q2: 13,985 shares 13,985 $845K 0.22% 0 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: 6,842 shares; 2024Q4: 6,774 shares; 2025Q1: 6,838 shares; 2025Q2: 6,479 shares; 2025Q3: 6,454 shares; 2025Q4: 6,454 shares; 2026Q1: 6,454 shares; 2026Q2: 5,879 shares 5,879 $842K 0.22% -575 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: 4,885 shares; 2024Q4: 4,885 shares; 2025Q1: 4,885 shares; 2025Q2: 5,772 shares; 2025Q3: 5,772 shares; 2025Q4: 5,772 shares; 2026Q1: 5,518 shares; 2026Q2: 9,837 shares 9,837 $841K 0.22% +4,319 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,720 shares; 2024Q4: 3,705 shares; 2025Q1: 3,705 shares; 2025Q2: 3,680 shares; 2025Q3: 3,770 shares; 2025Q4: 3,792 shares; 2026Q1: 3,787 shares; 2026Q2: 3,787 shares 3,787 $835K 0.22% 0 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,409 shares; 2024Q4: 15,367 shares; 2025Q1: 15,353 shares; 2025Q2: 15,353 shares; 2025Q3: 15,337 shares; 2025Q4: 15,457 shares; 2026Q1: 19,098 shares; 2026Q2: 19,073 shares 19,073 $832K 0.22% -25 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,311 shares; 2024Q4: 2,269 shares; 2025Q1: 2,268 shares; 2025Q2: 2,348 shares; 2025Q3: 2,358 shares; 2025Q4: 2,338 shares; 2026Q1: 2,338 shares; 2026Q2: 2,338 shares 2,338 $828K 0.22% 0 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: 2,132 shares; 2024Q4: 2,119 shares; 2025Q1: 2,119 shares; 2025Q2: 2,119 shares; 2025Q3: 2,437 shares; 2025Q4: 2,437 shares; 2026Q1: 2,761 shares; 2026Q2: 2,911 shares 2,911 $819K 0.21% +150 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: 2,183 shares; 2024Q4: 2,333 shares; 2025Q1: 2,246 shares; 2025Q2: 2,361 shares; 2025Q3: 2,411 shares; 2025Q4: 2,461 shares; 2026Q1: 2,675 shares; 2026Q2: 2,672 shares 2,672 $810K 0.21% -3 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: 12,107 shares; 2024Q4: 10,357 shares; 2025Q1: 10,357 shares; 2025Q2: 10,196 shares; 2025Q3: 9,321 shares; 2025Q4: 10,294 shares; 2026Q1: 10,294 shares; 2026Q2: 10,294 shares 10,294 $777K 0.2% 0 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: 11,631 shares; 2024Q4: 32,529 shares; 2025Q1: 32,529 shares; 2025Q2: 32,529 shares; 2025Q3: 27,186 shares; 2025Q4: 24,468 shares; 2026Q1: 24,468 shares; 2026Q2: 24,468 shares 24,468 $776K 0.2% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,554 shares; 2024Q4: 3,394 shares; 2025Q1: 3,394 shares; 2025Q2: 3,394 shares; 2025Q3: 3,633 shares; 2025Q4: 3,711 shares; 2026Q1: 4,116 shares; 2026Q2: 4,355 shares 4,355 $768K 0.2% +239 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,017 shares; 2024Q4: 2,422 shares; 2025Q1: 6,713 shares; 2025Q2: 6,886 shares; 2025Q3: 6,968 shares; 2025Q4: 9,661 shares; 2026Q1: 9,712 shares; 2026Q2: 9,647 shares 9,647 $740K 0.19% -65 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: 4,875 shares; 2024Q4: 14,625 shares; 2025Q1: 25,432 shares; 2025Q2: 25,432 shares; 2025Q3: 25,092 shares; 2025Q4: 25,092 shares; 2026Q1: 25,092 shares; 2026Q2: 25,092 shares 25,092 $727K 0.19% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 858 shares; 2024Q4: 934 shares; 2025Q1: 3,231 shares; 2025Q2: 3,208 shares; 2025Q3: 3,327 shares; 2025Q4: 3,254 shares; 2026Q1: 3,152 shares; 2026Q2: 4,432 shares 4,432 $725K 0.19% +1,280 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: 8,924 shares; 2024Q4: 10,572 shares; 2025Q1: 9,841 shares; 2025Q2: 8,277 shares; 2025Q3: 7,427 shares; 2025Q4: 7,500 shares; 2026Q1: 7,486 shares; 2026Q2: 7,664 shares 7,664 $724K 0.19% +178 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,142 shares; 2024Q4: 6,262 shares; 2025Q1: 6,262 shares; 2025Q2: 6,262 shares; 2025Q3: 6,340 shares; 2025Q4: 6,340 shares; 2026Q1: 6,340 shares; 2026Q2: 6,140 shares 6,140 $720K 0.19% -200 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,936 shares; 2024Q4: 7,767 shares; 2025Q1: 7,831 shares; 2025Q2: 7,781 shares; 2025Q3: 7,743 shares; 2025Q4: 7,743 shares; 2026Q1: 7,689 shares; 2026Q2: 7,689 shares 7,689 $719K 0.19% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,282 shares; 2024Q4: 3,282 shares; 2025Q1: 3,282 shares; 2025Q2: 3,282 shares; 2025Q3: 3,282 shares; 2025Q4: 3,282 shares; 2026Q1: 3,282 shares; 2026Q2: 3,276 shares 3,276 $718K 0.19% -6 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: 3,608 shares; 2024Q4: 3,464 shares; 2025Q1: 3,444 shares; 2025Q2: 3,444 shares; 2025Q3: 3,444 shares; 2025Q4: 3,424 shares; 2026Q1: 3,424 shares; 2026Q2: 4,403 shares 4,403 $713K 0.19% +979 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,433 shares; 2024Q4: 1,584 shares; 2025Q1: 1,147 shares; 2025Q2: 1,160 shares; 2025Q3: 1,053 shares; 2025Q4: 691 shares; 2026Q1: 691 shares; 2026Q2: 1,488 shares 1,488 $711K 0.18% +797 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: 15,492 shares; 2024Q4: 35,175 shares; 2025Q1: 35,103 shares; 2025Q2: 28,597 shares; 2025Q3: 27,742 shares; 2025Q4: 26,258 shares; 2026Q1: 26,258 shares; 2026Q2: 26,258 shares 26,258 $696K 0.18% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,257 shares; 2024Q4: 4,253 shares; 2025Q1: 4,215 shares; 2025Q2: 4,206 shares; 2025Q3: 4,195 shares; 2025Q4: 4,195 shares; 2026Q1: 4,195 shares; 2026Q2: 4,195 shares 4,195 $690K 0.18% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,306 shares; 2024Q4: 1,306 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,389 shares; 2026Q2: 1,326 shares 1,326 $688K 0.18% -63 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,472 shares; 2024Q4: 2,803 shares; 2025Q1: 2,530 shares; 2025Q2: 2,493 shares; 2025Q3: 1,855 shares; 2025Q4: 1,846 shares; 2026Q1: 1,904 shares; 2026Q2: 2,269 shares 2,269 $676K 0.18% +365 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,848 shares; 2024Q4: 1,813 shares; 2025Q1: 1,864 shares; 2025Q2: 1,844 shares; 2025Q3: 1,896 shares; 2025Q4: 1,876 shares; 2026Q1: 1,993 shares; 2026Q2: 1,909 shares 1,909 $673K 0.18% -84 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,552 shares; 2025Q3: 2,752 shares; 2025Q4: 3,352 shares; 2026Q1: 12,352 shares; 2026Q2: 12,852 shares 12,852 $660K 0.17% +500 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,230 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares; 2025Q4: 3,458 shares; 2026Q1: 3,458 shares; 2026Q2: 3,458 shares 3,458 $659K 0.17% 0 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: 2,076 shares; 2024Q4: 2,127 shares; 2025Q1: 2,086 shares; 2025Q2: 1,963 shares; 2025Q3: 1,973 shares; 2025Q4: 1,982 shares; 2026Q1: 2,469 shares; 2026Q2: 2,711 shares 2,711 $659K 0.17% +242 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: 544 shares; 2024Q4: 647 shares; 2025Q1: 647 shares; 2025Q2: 635 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 793 shares; 2026Q2: 1,543 shares 1,543 $657K 0.17% +750 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: 7,442 shares; 2024Q4: 7,471 shares; 2025Q1: 7,729 shares; 2025Q2: 7,740 shares; 2025Q3: 8,176 shares; 2025Q4: 8,176 shares; 2026Q1: 8,185 shares; 2026Q2: 8,558 shares 8,558 $655K 0.17% +373 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: 7,438 shares; 2024Q4: 7,474 shares; 2025Q1: 7,495 shares; 2025Q2: 5,887 shares; 2025Q3: 5,910 shares; 2025Q4: 5,910 shares; 2026Q1: 5,879 shares; 2026Q2: 5,879 shares 5,879 $649K 0.17% 0 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: 817 shares; 2024Q4: 817 shares; 2025Q1: 742 shares; 2025Q2: 750 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 955 shares; 2026Q2: 1,012 shares 1,012 $642K 0.17% +57 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: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares; 2026Q2: 2,850 shares 2,850 $638K 0.17% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,122 shares; 2024Q4: 1,122 shares; 2025Q1: 1,122 shares; 2025Q2: 1,282 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares; 2026Q1: 1,212 shares; 2026Q2: 1,686 shares 1,686 $630K 0.16% +474 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,760 shares; 2024Q4: 19,110 shares; 2025Q1: 27,197 shares; 2025Q2: 27,197 shares; 2025Q3: 27,197 shares; 2025Q4: 27,197 shares; 2026Q1: 27,865 shares; 2026Q2: 27,865 shares 27,865 $623K 0.16% 0 Timeline RPV 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: 5,443 shares; 2024Q4: 5,443 shares; 2025Q1: 5,443 shares; 2025Q2: 5,443 shares; 2025Q3: 5,443 shares; 2025Q4: 5,441 shares; 2026Q1: 5,441 shares; 2026Q2: 5,432 shares 5,432 $618K 0.16% -9 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: 649 shares; 2024Q4: 634 shares; 2025Q1: 579 shares; 2025Q2: 579 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 579 shares; 2026Q2: 579 shares 579 $617K 0.16% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,197 shares; 2024Q4: 2,248 shares; 2025Q1: 2,241 shares; 2025Q2: 2,343 shares; 2025Q3: 1,918 shares; 2025Q4: 1,909 shares; 2026Q1: 1,979 shares; 2026Q2: 1,456 shares 1,456 $605K 0.16% -523 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: 2,302 shares; 2024Q4: 2,302 shares; 2025Q1: 2,522 shares; 2025Q2: 2,466 shares; 2025Q3: 2,449 shares; 2025Q4: 2,335 shares; 2026Q1: 2,371 shares; 2026Q2: 1,969 shares 1,969 $603K 0.16% -402 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,191 shares; 2024Q4: 2,941 shares; 2025Q1: 2,941 shares; 2025Q2: 2,926 shares; 2025Q3: 4,276 shares; 2025Q4: 5,316 shares; 2026Q1: 7,316 shares; 2026Q2: 7,316 shares 7,316 $593K 0.15% 0 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: 3,298 shares; 2024Q4: 3,548 shares; 2025Q1: 3,555 shares; 2025Q2: 3,573 shares; 2025Q3: 3,603 shares; 2025Q4: 3,621 shares; 2026Q1: 4,006 shares; 2026Q2: 3,772 shares 3,772 $592K 0.15% -234 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: 4,047 shares; 2024Q4: 14,637 shares; 2025Q1: 14,637 shares; 2025Q2: 17,831 shares; 2025Q3: 16,742 shares; 2025Q4: 16,522 shares; 2026Q1: 16,123 shares; 2026Q2: 15,981 shares 15,981 $589K 0.15% -142 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: 6,007 shares; 2024Q4: 6,117 shares; 2025Q1: 6,015 shares; 2025Q2: 5,776 shares; 2025Q3: 5,661 shares; 2025Q4: 5,646 shares; 2026Q1: 6,076 shares; 2026Q2: 6,416 shares 6,416 $582K 0.15% +340 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: 1,267 shares; 2024Q4: 1,067 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,017 shares; 2026Q1: 1,007 shares; 2026Q2: 1,007 shares 1,007 $582K 0.15% 0 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: 2,911 shares; 2024Q4: 3,036 shares; 2025Q1: 3,136 shares; 2025Q2: 3,176 shares; 2025Q3: 3,176 shares; 2025Q4: 3,126 shares; 2026Q1: 3,126 shares; 2026Q2: 3,126 shares 3,126 $578K 0.15% 0 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: 5,651 shares; 2024Q4: 5,736 shares; 2025Q1: 5,630 shares; 2025Q2: 5,787 shares; 2025Q3: 5,787 shares; 2025Q4: 5,876 shares; 2026Q1: 5,901 shares; 2026Q2: 5,901 shares 5,901 $568K 0.15% 0 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: 7,585 shares; 2024Q4: 7,650 shares; 2025Q1: 7,650 shares; 2025Q2: 7,650 shares; 2025Q3: 7,650 shares; 2025Q4: 7,650 shares; 2026Q1: 7,650 shares; 2026Q2: 7,391 shares 7,391 $568K 0.15% -259 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: 1,364 shares; 2024Q4: 1,513 shares; 2025Q1: 1,581 shares; 2025Q2: 1,547 shares; 2025Q3: 1,551 shares; 2025Q4: 1,488 shares; 2026Q1: 1,578 shares; 2026Q2: 1,549 shares 1,549 $567K 0.15% -29 Timeline MGC 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: 2,068 shares; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 2,068 shares; 2025Q3: 2,068 shares; 2025Q4: 2,068 shares; 2026Q1: 2,068 shares; 2026Q2: 2,068 shares 2,068 $566K 0.15% 0 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: 333 shares; 2024Q4: 2,487 shares; 2025Q1: 2,507 shares; 2025Q2: 6,221 shares; 2025Q3: 6,338 shares; 2025Q4: 6,338 shares; 2026Q1: 6,421 shares; 2026Q2: 11,673 shares 11,673 $565K 0.15% +5,252 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,309 shares; 2024Q4: 2,309 shares; 2025Q1: 2,309 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $562K 0.15% 0 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: 15,900 shares; 2024Q4: 14,235 shares; 2025Q1: 13,370 shares; 2025Q2: 12,470 shares; 2025Q3: 13,351 shares; 2025Q4: 13,351 shares; 2026Q1: 13,351 shares; 2026Q2: 13,168 shares 13,168 $558K 0.15% -183 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,737 shares; 2024Q4: 3,712 shares; 2025Q1: 3,615 shares; 2025Q2: 3,378 shares; 2025Q3: 3,378 shares; 2025Q4: 3,293 shares; 2026Q1: 3,250 shares; 2026Q2: 3,551 shares 3,551 $557K 0.14% +301 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,707 shares; 2024Q4: 13,133 shares; 2025Q1: 12,313 shares; 2025Q2: 10,746 shares; 2025Q3: 9,974 shares; 2025Q4: 9,714 shares; 2026Q1: 9,429 shares; 2026Q2: 8,828 shares 8,828 $537K 0.14% -601 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: 5,324 shares; 2024Q4: 15,972 shares; 2025Q1: 15,972 shares; 2025Q2: 18,162 shares; 2025Q3: 18,162 shares; 2025Q4: 18,162 shares; 2026Q1: 18,162 shares; 2026Q2: 18,162 shares 18,162 $535K 0.14% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,378 shares 2,378 $532K 0.14% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,378 shares 2,378 $526K 0.14% new 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: 12,370 shares; 2024Q4: 9,856 shares; 2025Q1: 9,856 shares; 2025Q2: 9,856 shares; 2025Q3: 9,856 shares; 2025Q4: 9,771 shares; 2026Q1: 9,780 shares; 2026Q2: 9,775 shares 9,775 $523K 0.14% -5 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: 26,591 shares; 2024Q4: 19,695 shares; 2025Q1: 19,260 shares; 2025Q2: 18,460 shares; 2025Q3: 20,084 shares; 2025Q4: 20,084 shares; 2026Q1: 19,384 shares; 2026Q2: 21,473 shares 21,473 $517K 0.13% +2,089 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: 1,522 shares; 2024Q4: 4,961 shares; 2025Q1: 5,368 shares; 2025Q2: 4,907 shares; 2025Q3: 4,795 shares; 2025Q4: 4,635 shares; 2026Q1: 4,181 shares; 2026Q2: 4,093 shares 4,093 $511K 0.13% -88 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: 277 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares; 2026Q2: 434 shares 434 $510K 0.13% +117 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,665 shares; 2024Q4: 5,665 shares; 2025Q1: 5,665 shares; 2025Q2: 5,665 shares; 2025Q3: 5,665 shares; 2025Q4: 5,665 shares; 2026Q1: 5,665 shares; 2026Q2: 5,665 shares 5,665 $497K 0.13% 0 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: 7,059 shares; 2024Q4: 7,019 shares; 2025Q1: 7,019 shares; 2025Q2: 7,019 shares; 2025Q3: 7,019 shares; 2025Q4: 7,019 shares; 2026Q1: 6,781 shares; 2026Q2: 6,781 shares 6,781 $488K 0.13% 0 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: 4,619 shares; 2024Q4: 4,619 shares; 2025Q1: 4,599 shares; 2025Q2: 4,599 shares; 2025Q3: 4,569 shares; 2025Q4: 9,142 shares; 2026Q1: 9,139 shares; 2026Q2: 9,113 shares 9,113 $484K 0.13% -26 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,707 shares; 2024Q4: 4,707 shares; 2025Q1: 4,707 shares; 2025Q2: 4,707 shares; 2025Q3: 4,707 shares; 2025Q4: 4,707 shares; 2026Q1: 4,707 shares; 2026Q2: 4,803 shares 4,803 $482K 0.13% +96 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: 745 shares; 2024Q4: 586 shares; 2025Q1: 973 shares; 2025Q2: 968 shares; 2025Q3: 606 shares; 2025Q4: 480 shares; 2026Q1: 825 shares; 2026Q2: 829 shares 829 $482K 0.13% +4 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: 3,577 shares; 2024Q4: 3,586 shares; 2025Q1: 3,595 shares; 2025Q2: 3,603 shares; 2025Q3: 3,611 shares; 2025Q4: 3,619 shares; 2026Q1: 3,628 shares; 2026Q2: 3,635 shares 3,635 $481K 0.13% +7 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: 6,588 shares; 2024Q4: 7,756 shares; 2025Q1: 7,832 shares; 2025Q2: 7,832 shares; 2025Q3: 7,351 shares; 2025Q4: 7,351 shares; 2026Q1: 9,995 shares; 2026Q2: 10,027 shares 10,027 $469K 0.12% +32 Timeline SDOG 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: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 6,700 shares; 2026Q2: 6,700 shares 6,700 $457K 0.12% 0 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: 2,779 shares; 2024Q4: 2,687 shares; 2025Q1: 2,654 shares; 2025Q2: 2,599 shares; 2025Q3: 2,599 shares; 2025Q4: 2,519 shares; 2026Q1: 2,519 shares; 2026Q2: 2,519 shares 2,519 $456K 0.12% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 733 shares; 2024Q4: 866 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 671 shares; 2025Q4: 694 shares; 2026Q1: 892 shares; 2026Q2: 908 shares 908 $455K 0.12% +16 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: 384 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 199 shares; 2026Q1: 199 shares; 2026Q2: 1,339 shares 1,339 $453K 0.12% +1,140 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: 4,711 shares; 2024Q4: 4,711 shares; 2025Q1: 4,361 shares; 2025Q2: 4,461 shares; 2025Q3: 4,805 shares; 2025Q4: 4,805 shares; 2026Q1: 5,125 shares; 2026Q2: 5,125 shares 5,125 $450K 0.12% 0 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: 4,102 shares; 2024Q4: 4,102 shares; 2025Q1: 4,002 shares; 2025Q2: 4,002 shares; 2025Q3: 4,002 shares; 2025Q4: 4,002 shares; 2026Q1: 4,002 shares; 2026Q2: 4,002 shares 4,002 $443K 0.12% 0 Timeline SDVY 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: 3,545 shares; 2024Q4: 4,255 shares; 2025Q1: 4,255 shares; 2025Q2: 4,850 shares; 2025Q3: 6,978 shares; 2025Q4: 6,978 shares; 2026Q1: 10,183 shares; 2026Q2: 10,183 shares 10,183 $439K 0.11% 0 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: 6,013 shares; 2024Q4: 5,803 shares; 2025Q1: 4,386 shares; 2025Q2: 4,273 shares; 2025Q3: 3,014 shares; 2025Q4: 2,806 shares; 2026Q1: 2,806 shares; 2026Q2: 4,226 shares 4,226 $432K 0.11% +1,420 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: 2,161 shares; 2024Q4: 2,121 shares; 2025Q1: 2,121 shares; 2025Q2: 2,121 shares; 2025Q3: 2,336 shares; 2025Q4: 2,336 shares; 2026Q1: 2,336 shares; 2026Q2: 3,136 shares 3,136 $429K 0.11% +800 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: 282 shares; 2024Q4: 268 shares; 2025Q1: 512 shares; 2025Q2: 527 shares; 2025Q3: 435 shares; 2025Q4: 413 shares; 2026Q1: 399 shares; 2026Q2: 369 shares 369 $426K 0.11% -30 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: 3,256 shares; 2024Q4: 3,256 shares; 2025Q1: 3,093 shares; 2025Q2: 3,159 shares; 2025Q3: 3,192 shares; 2025Q4: 3,234 shares; 2026Q1: 3,515 shares; 2026Q2: 3,455 shares 3,455 $425K 0.11% -60 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: 832 shares; 2024Q4: 832 shares; 2025Q1: 832 shares; 2025Q2: 858 shares; 2025Q3: 904 shares; 2025Q4: 904 shares; 2026Q1: 809 shares; 2026Q2: 823 shares 823 $423K 0.11% +14 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,423 shares; 2024Q4: 4,383 shares; 2025Q1: 4,283 shares; 2025Q2: 4,283 shares; 2025Q3: 4,233 shares; 2025Q4: 4,233 shares; 2026Q1: 4,233 shares; 2026Q2: 4,233 shares 4,233 $416K 0.11% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,440 shares; 2024Q4: 2,535 shares; 2025Q1: 2,444 shares; 2025Q2: 2,594 shares; 2025Q3: 2,446 shares; 2025Q4: 2,446 shares; 2026Q1: 2,446 shares; 2026Q2: 2,446 shares 2,446 $413K 0.11% 0 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: 18,375 shares; 2024Q4: 18,372 shares; 2025Q1: 18,326 shares; 2025Q2: 17,344 shares; 2025Q3: 17,410 shares; 2025Q4: 17,410 shares; 2026Q1: 17,296 shares; 2026Q2: 17,228 shares 17,228 $408K 0.11% -68 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,542 shares; 2024Q4: 2,542 shares; 2025Q1: 1,935 shares; 2025Q2: 2,035 shares; 2025Q3: 2,765 shares; 2025Q4: 2,765 shares; 2026Q1: 3,125 shares; 2026Q2: 3,125 shares 3,125 $405K 0.11% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,858 shares; 2024Q4: 1,858 shares; 2025Q1: 1,865 shares; 2025Q2: 1,865 shares; 2025Q3: 1,764 shares; 2025Q4: 1,743 shares; 2026Q1: 1,950 shares; 2026Q2: 1,649 shares 1,649 $400K 0.1% -301 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: 1,099 shares; 2024Q4: 1,084 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,037 shares; 2025Q4: 1,020 shares; 2026Q1: 929 shares; 2026Q2: 3,199 shares 3,199 $397K 0.1% +2,270 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: 2,668 shares; 2024Q4: 2,647 shares; 2025Q1: 2,527 shares; 2025Q2: 2,565 shares; 2025Q3: 2,425 shares; 2025Q4: 2,387 shares; 2026Q1: 2,693 shares; 2026Q2: 2,710 shares 2,710 $397K 0.1% +17 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 325 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $394K 0.1% 0 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: 4,109 shares; 2024Q4: 3,999 shares; 2025Q1: 4,031 shares; 2025Q2: 3,771 shares; 2025Q3: 3,958 shares; 2025Q4: 3,898 shares; 2026Q1: 3,898 shares; 2026Q2: 4,088 shares 4,088 $391K 0.1% +190 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: 2,223 shares; 2024Q4: 2,292 shares; 2025Q1: 2,317 shares; 2025Q2: 2,069 shares; 2025Q3: 2,671 shares; 2025Q4: 2,671 shares; 2026Q1: 3,371 shares; 2026Q2: 3,056 shares 3,056 $387K 0.1% -315 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: 89 shares; 2024Q4: 499 shares; 2025Q1: 648 shares; 2025Q2: 698 shares; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares; 2026Q1: 1,245 shares; 2026Q2: 1,545 shares 1,545 $380K 0.1% +300 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,566 shares; 2024Q4: 1,713 shares; 2025Q1: 1,711 shares; 2025Q2: 1,709 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares; 2026Q1: 1,732 shares; 2026Q2: 3,632 shares 3,632 $378K 0.1% +1,900 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,500 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares; 2026Q2: 11,500 shares 11,500 $373K 0.1% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 1,210 shares 1,210 $365K 0.09% +1,089 Timeline FYC 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: 4,439 shares; 2024Q4: 2,439 shares; 2025Q1: 2,826 shares; 2025Q2: 2,826 shares; 2025Q3: 2,826 shares; 2025Q4: 2,826 shares; 2026Q1: 2,826 shares; 2026Q2: 2,826 shares 2,826 $360K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares; 2026Q1: 3,725 shares; 2026Q2: 3,725 shares 3,725 $359K 0.09% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 14,127 shares; 2025Q1: 15,492 shares; 2025Q2: 15,492 shares; 2025Q3: 15,492 shares; 2025Q4: 15,492 shares; 2026Q1: 16,163 shares; 2026Q2: 16,163 shares 16,163 $358K 0.09% 0 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: 2,361 shares; 2024Q4: 10,770 shares; 2025Q1: 11,532 shares; 2025Q2: 11,568 shares; 2025Q3: 8,150 shares; 2025Q4: 8,455 shares; 2026Q1: 8,455 shares; 2026Q2: 10,391 shares 10,391 $352K 0.09% +1,936 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: 1,767 shares; 2024Q4: 1,735 shares; 2025Q1: 1,609 shares; 2025Q2: 1,634 shares; 2025Q3: 1,850 shares; 2025Q4: 1,700 shares; 2026Q1: 2,041 shares; 2026Q2: 2,241 shares 2,241 $351K 0.09% +200 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,890 shares; 2024Q4: 2,890 shares; 2025Q1: 2,890 shares; 2025Q2: 2,890 shares; 2025Q3: 2,890 shares; 2025Q4: 2,890 shares; 2026Q1: 2,890 shares; 2026Q2: 2,890 shares 2,890 $351K 0.09% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: 2,359 shares; 2025Q2: 2,414 shares; 2025Q3: 2,414 shares; 2025Q4: 2,414 shares; 2026Q1: 2,577 shares; 2026Q2: 2,577 shares 2,577 $349K 0.09% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,957 shares; 2025Q1: 10,957 shares; 2025Q2: 16,628 shares; 2025Q3: 16,628 shares; 2025Q4: 16,628 shares; 2026Q1: 16,628 shares; 2026Q2: 18,248 shares 18,248 $339K 0.09% +1,620 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: 11,990 shares; 2024Q4: 11,990 shares; 2025Q1: 11,990 shares; 2025Q2: 14,370 shares; 2025Q3: 14,370 shares; 2025Q4: 14,370 shares; 2026Q1: 14,370 shares; 2026Q2: 14,370 shares 14,370 $337K 0.09% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares 1,440 $336K 0.09% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 425 shares; 2025Q1: 498 shares; 2025Q2: 528 shares; 2025Q3: 994 shares; 2025Q4: 994 shares; 2026Q1: 1,064 shares; 2026Q2: 1,054 shares 1,054 $335K 0.09% -10 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 895 shares; 2025Q2: 805 shares; 2025Q3: 895 shares; 2025Q4: 895 shares; 2026Q1: 895 shares; 2026Q2: 895 shares 895 $332K 0.09% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,750 shares; 2024Q4: 3,000 shares; 2025Q1: 3,250 shares; 2025Q2: 6,000 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 6,825 shares; 2026Q2: 6,825 shares 6,825 $322K 0.08% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,824 shares 6,824 $321K 0.08% new 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: 211 shares; 2024Q4: 211 shares; 2025Q1: 197 shares; 2025Q2: 186 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 241 shares; 2026Q2: 698 shares 698 $320K 0.08% +457 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: 2,416 shares; 2024Q4: 3,263 shares; 2025Q1: 3,263 shares; 2025Q2: 3,376 shares; 2025Q3: 3,553 shares; 2025Q4: 3,619 shares; 2026Q1: 4,038 shares; 2026Q2: 4,065 shares 4,065 $317K 0.08% +27 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: 260 shares; 2024Q4: 500 shares; 2025Q1: 540 shares; 2025Q2: 585 shares; 2025Q3: 609 shares; 2025Q4: 549 shares; 2026Q1: 749 shares; 2026Q2: 749 shares 749 $315K 0.08% 0 Timeline FVD 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: 5,084 shares; 2024Q4: 5,194 shares; 2025Q1: 5,781 shares; 2025Q2: 5,929 shares; 2025Q3: 5,964 shares; 2025Q4: 6,561 shares; 2026Q1: 6,538 shares; 2026Q2: 6,538 shares 6,538 $315K 0.08% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,872 shares; 2024Q4: 6,822 shares; 2025Q1: 6,822 shares; 2025Q2: 6,022 shares; 2025Q3: 5,778 shares; 2025Q4: 5,778 shares; 2026Q1: 5,778 shares; 2026Q2: 5,778 shares 5,778 $313K 0.08% 0 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: 2,453 shares; 2024Q4: 3,467 shares; 2025Q1: 5,143 shares; 2025Q2: 5,143 shares; 2025Q3: 5,143 shares; 2025Q4: 3,675 shares; 2026Q1: 3,675 shares; 2026Q2: 3,267 shares 3,267 $309K 0.08% -408 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 212 shares; 2025Q2: 218 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares; 2026Q2: 230 shares 230 $306K 0.08% +11 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: 335 shares; 2024Q4: 330 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $306K 0.08% 0 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: 430 shares; 2024Q4: 430 shares; 2025Q1: 510 shares; 2025Q2: 555 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 878 shares; 2026Q2: 967 shares 967 $304K 0.08% +89 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,496 shares; 2024Q4: 1,540 shares; 2025Q1: 1,483 shares; 2025Q2: 1,749 shares; 2025Q3: 1,876 shares; 2025Q4: 1,887 shares; 2026Q1: 3,007 shares; 2026Q2: 3,224 shares 3,224 $301K 0.08% +217 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: 2,980 shares; 2024Q4: 2,920 shares; 2025Q1: 2,439 shares; 2025Q2: 2,439 shares; 2025Q3: 2,487 shares; 2025Q4: 2,453 shares; 2026Q1: 2,105 shares; 2026Q2: 2,105 shares 2,105 $295K 0.08% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,237 shares; 2024Q4: 3,237 shares; 2025Q1: 3,159 shares; 2025Q2: 3,024 shares; 2025Q3: 2,862 shares; 2025Q4: 2,712 shares; 2026Q1: 2,493 shares; 2026Q2: 2,358 shares 2,358 $293K 0.08% -135 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,595 shares; 2024Q4: 3,595 shares; 2025Q1: 3,502 shares; 2025Q2: 3,614 shares; 2025Q3: 3,531 shares; 2025Q4: 3,564 shares; 2026Q1: 3,366 shares; 2026Q2: 4,039 shares 4,039 $290K 0.08% +673 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,395 shares; 2025Q1: 8,395 shares; 2025Q2: 17,634 shares; 2025Q3: 17,634 shares; 2025Q4: 17,634 shares; 2026Q1: 17,634 shares; 2026Q2: 17,634 shares 17,634 $289K 0.08% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,933 shares; 2025Q1: 6,933 shares; 2025Q2: 14,589 shares; 2025Q3: 14,589 shares; 2025Q4: 14,589 shares; 2026Q1: 14,589 shares; 2026Q2: 14,589 shares 14,589 $286K 0.07% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,875 shares; 2024Q4: 6,483 shares; 2025Q1: 6,899 shares; 2025Q2: 7,014 shares; 2025Q3: 6,983 shares; 2025Q4: 5,812 shares; 2026Q1: 5,812 shares; 2026Q2: 11,544 shares 11,544 $283K 0.07% +5,732 Timeline DEUS 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: 1,500 shares; 2024Q4: 2,600 shares; 2025Q1: 2,750 shares; 2025Q2: 4,000 shares; 2025Q3: 4,250 shares; 2025Q4: 4,250 shares; 2026Q1: 4,325 shares; 2026Q2: 4,325 shares 4,325 $282K 0.07% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,148 shares; 2024Q4: 1,132 shares; 2025Q1: 1,096 shares; 2025Q2: 1,096 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares; 2026Q1: 1,042 shares; 2026Q2: 1,042 shares 1,042 $282K 0.07% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,632 shares; 2024Q4: 1,732 shares; 2025Q1: 1,712 shares; 2025Q2: 1,567 shares; 2025Q3: 1,680 shares; 2025Q4: 1,455 shares; 2026Q1: 1,455 shares; 2026Q2: 1,255 shares 1,255 $280K 0.07% -200 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: 2,734 shares; 2024Q4: 2,734 shares; 2025Q1: 2,734 shares; 2025Q2: 2,734 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares; 2026Q1: 2,734 shares; 2026Q2: 2,734 shares 2,734 $279K 0.07% 0 Timeline XMLV 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: 5,230 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares; 2026Q2: 4,200 shares 4,200 $279K 0.07% 0 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,647 shares; 2024Q4: 4,157 shares; 2025Q1: 4,157 shares; 2025Q2: 4,157 shares; 2025Q3: 4,368 shares; 2025Q4: 4,368 shares; 2026Q1: 4,368 shares; 2026Q2: 6,001 shares 6,001 $277K 0.07% +1,633 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: 6,880 shares; 2024Q4: 5,871 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,604 shares; 2025Q4: 5,604 shares; 2026Q1: 5,923 shares; 2026Q2: 5,923 shares 5,923 $273K 0.07% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,128 shares; 2024Q4: 3,288 shares; 2025Q1: 3,460 shares; 2025Q2: 2,673 shares; 2025Q3: 2,675 shares; 2025Q4: 2,511 shares; 2026Q1: 2,512 shares; 2026Q2: 2,488 shares 2,488 $271K 0.07% -24 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: 4,986 shares; 2024Q4: 4,986 shares; 2025Q1: 4,986 shares; 2025Q2: 4,986 shares; 2025Q3: 4,986 shares; 2025Q4: 4,986 shares; 2026Q1: 4,986 shares; 2026Q2: 4,986 shares 4,986 $267K 0.07% 0 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: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 1,498 shares; 2025Q2: 1,054 shares; 2025Q3: 988 shares; 2025Q4: 1,370 shares; 2026Q1: 1,624 shares; 2026Q2: 1,624 shares 1,624 $267K 0.07% 0 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: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares; 2026Q2: 955 shares 955 $266K 0.07% -125 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: 321 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 277 shares; 2026Q2: 2,216 shares 2,216 $265K 0.07% +1,939 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,224 shares 10,224 $264K 0.07% new 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: 4,234 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,112 shares; 2025Q4: 3,112 shares; 2026Q1: 3,112 shares; 2026Q2: 3,112 shares 3,112 $261K 0.07% 0 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: 2,725 shares; 2024Q4: 3,075 shares; 2025Q1: 3,075 shares; 2025Q2: 3,075 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares; 2026Q1: 2,813 shares; 2026Q2: 2,813 shares 2,813 $260K 0.07% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 72 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares; 2026Q2: 129 shares 129 $257K 0.07% +3 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: 457 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 503 shares; 2025Q4: 503 shares; 2026Q1: 503 shares; 2026Q2: 503 shares 503 $256K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares; 2026Q2: 1,983 shares 1,983 $254K 0.07% -467 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,750 shares; 2024Q4: 4,000 shares; 2025Q1: 4,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,750 shares; 2025Q4: 5,750 shares; 2026Q1: 5,900 shares; 2026Q2: 6,000 shares 6,000 $254K 0.07% +100 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: 6,830 shares; 2024Q4: 5,691 shares; 2025Q1: 5,230 shares; 2025Q2: 4,880 shares; 2025Q3: 3,365 shares; 2025Q4: 3,365 shares; 2026Q1: 3,365 shares; 2026Q2: 3,265 shares 3,265 $252K 0.07% -100 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: 3,109 shares; 2024Q4: 3,109 shares; 2025Q1: 3,109 shares; 2025Q2: 2,898 shares; 2025Q3: 2,898 shares; 2025Q4: 2,857 shares; 2026Q1: 2,857 shares; 2026Q2: 2,857 shares 2,857 $251K 0.07% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,118 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: 1,124 shares; 2026Q2: 894 shares 894 $250K 0.07% -230 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: 1,826 shares; 2024Q4: 2,026 shares; 2025Q1: 1,731 shares; 2025Q2: 1,531 shares; 2025Q3: 1,994 shares; 2025Q4: 1,892 shares; 2026Q1: 1,892 shares; 2026Q2: 1,875 shares 1,875 $245K 0.06% -17 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,607 shares; 2024Q4: 2,735 shares; 2025Q1: 3,204 shares; 2025Q2: 3,204 shares; 2025Q3: 3,004 shares; 2025Q4: 2,914 shares; 2026Q1: 2,914 shares; 2026Q2: 2,914 shares 2,914 $244K 0.06% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 290 shares; 2025Q4: 289 shares; 2026Q1: 303 shares; 2026Q2: 303 shares 303 $241K 0.06% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares; 2026Q1: 26,000 shares; 2026Q2: 26,000 shares 26,000 $240K 0.06% 0 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: 2,794 shares; 2024Q4: 2,818 shares; 2025Q1: 2,836 shares; 2025Q2: 2,864 shares; 2025Q3: 2,882 shares; 2025Q4: 2,882 shares; 2026Q1: 2,882 shares; 2026Q2: 2,882 shares 2,882 $237K 0.06% 0 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: 6,424 shares; 2024Q4: 6,774 shares; 2025Q1: 4,374 shares; 2025Q2: 4,374 shares; 2025Q3: 4,554 shares; 2025Q4: 4,549 shares; 2026Q1: 4,719 shares; 2026Q2: 4,719 shares 4,719 $237K 0.06% 0 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: 661 shares; 2024Q4: 703 shares; 2025Q1: 703 shares; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 703 shares; 2026Q2: 691 shares 691 $237K 0.06% -12 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: 12,588 shares; 2024Q4: 12,122 shares; 2025Q1: 11,812 shares; 2025Q2: 10,812 shares; 2025Q3: 11,450 shares; 2025Q4: 11,379 shares; 2026Q1: 11,379 shares; 2026Q2: 11,229 shares 11,229 $232K 0.06% -150 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: 1,312 shares; 2024Q4: 1,942 shares; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 1,941 shares; 2025Q4: 2,802 shares; 2026Q1: 3,010 shares; 2026Q2: 2,555 shares 2,555 $230K 0.06% -455 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,517 shares; 2024Q4: 1,517 shares; 2025Q1: 1,447 shares; 2025Q2: 1,469 shares; 2025Q3: 1,247 shares; 2025Q4: 1,217 shares; 2026Q1: 965 shares; 2026Q2: 1,115 shares 1,115 $229K 0.06% +150 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: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 1,373 shares; 2025Q3: 2,229 shares; 2025Q4: 1,612 shares; 2026Q1: 1,486 shares; 2026Q2: 1,499 shares 1,499 $227K 0.06% +13 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,880 shares; 2024Q4: 4,880 shares; 2025Q1: 4,880 shares; 2025Q2: 4,880 shares; 2025Q3: 4,880 shares; 2025Q4: 4,880 shares; 2026Q1: 4,880 shares; 2026Q2: 4,880 shares 4,880 $223K 0.06% 0 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: 3,079 shares; 2024Q4: 3,502 shares; 2025Q1: 4,322 shares; 2025Q2: 4,322 shares; 2025Q3: 3,565 shares; 2025Q4: 2,574 shares; 2026Q1: 2,574 shares; 2026Q2: 2,574 shares 2,574 $222K 0.06% 0 Timeline DUHP 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: 5,649 shares; 2024Q4: 6,983 shares; 2025Q1: 6,306 shares; 2025Q2: 5,841 shares; 2025Q3: 5,588 shares; 2025Q4: 5,545 shares; 2026Q1: 5,522 shares; 2026Q2: 5,315 shares 5,315 $222K 0.06% -207 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: 2,434 shares; 2024Q4: 2,777 shares; 2025Q1: 2,021 shares; 2025Q2: 2,021 shares; 2025Q3: 2,009 shares; 2025Q4: 2,009 shares; 2026Q1: 2,009 shares; 2026Q2: 2,009 shares 2,009 $220K 0.06% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares; 2026Q2: 1,296 shares 1,296 $220K 0.06% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,378 shares; 2024Q4: 1,726 shares; 2025Q1: 1,334 shares; 2025Q2: 1,745 shares; 2025Q3: 1,940 shares; 2025Q4: 2,066 shares; 2026Q1: 2,164 shares; 2026Q2: 4,516 shares 4,516 $217K 0.06% +2,352 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: 3,226 shares; 2024Q4: 3,296 shares; 2025Q1: 3,220 shares; 2025Q2: 3,220 shares; 2025Q3: 3,300 shares; 2025Q4: 3,750 shares; 2026Q1: 4,100 shares; 2026Q2: 4,325 shares 4,325 $215K 0.06% +225 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: 382 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 493 shares; 2026Q2: 493 shares 493 $213K 0.06% 0 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: 3,095 shares; 2024Q4: 6,368 shares; 2025Q1: 6,368 shares; 2025Q2: 7,729 shares; 2025Q3: 6,890 shares; 2025Q4: 6,721 shares; 2026Q1: 6,193 shares; 2026Q2: 5,804 shares 5,804 $210K 0.05% -389 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: 1,636 shares; 2024Q4: 2,742 shares; 2025Q1: 3,590 shares; 2025Q2: 3,445 shares; 2025Q3: 3,545 shares; 2025Q4: 3,545 shares; 2026Q1: 2,830 shares; 2026Q2: 2,830 shares 2,830 $204K 0.05% 0 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: 3,774 shares; 2024Q4: 3,412 shares; 2025Q1: 3,412 shares; 2025Q2: 2,932 shares; 2025Q3: 2,932 shares; 2025Q4: 3,089 shares; 2026Q1: 3,253 shares; 2026Q2: 2,609 shares 2,609 $204K 0.05% -644 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: 440 shares; 2024Q4: 440 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 437 shares; 2025Q4: 2,185 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $204K 0.05% 0 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: 2,876 shares; 2024Q4: 2,819 shares; 2025Q1: 2,819 shares; 2025Q2: 2,259 shares; 2025Q3: 2,259 shares; 2025Q4: 2,329 shares; 2026Q1: 2,406 shares; 2026Q2: 2,406 shares 2,406 $199K 0.05% 0 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: 629 shares; 2024Q4: 614 shares; 2025Q1: 671 shares; 2025Q2: 607 shares; 2025Q3: 605 shares; 2025Q4: 603 shares; 2026Q1: 578 shares; 2026Q2: 578 shares 578 $199K 0.05% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970 shares; 2024Q4: 841 shares; 2025Q1: 949 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 831 shares; 2026Q1: 831 shares; 2026Q2: 831 shares 831 $198K 0.05% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,718 shares; 2024Q4: 2,718 shares; 2025Q1: 2,718 shares; 2025Q2: 2,870 shares; 2025Q3: 2,870 shares; 2025Q4: 2,718 shares; 2026Q1: 2,718 shares; 2026Q2: 2,274 shares 2,274 $198K 0.05% -444 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,960 shares; 2024Q4: 3,960 shares; 2025Q1: 3,960 shares; 2025Q2: 3,960 shares; 2025Q3: 3,835 shares; 2025Q4: 3,835 shares; 2026Q1: 3,835 shares; 2026Q2: 3,835 shares 3,835 $189K 0.05% 0 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: 1,371 shares; 2024Q4: 1,371 shares; 2025Q1: 1,371 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 1,234 shares; 2026Q1: 1,214 shares; 2026Q2: 1,185 shares 1,185 $187K 0.05% -29 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares; 2026Q2: 5,800 shares 5,800 $187K 0.05% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,292 shares; 2024Q4: 1,572 shares; 2025Q1: 1,564 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares; 2026Q1: 1,564 shares; 2026Q2: 1,564 shares 1,564 $184K 0.05% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,971 shares; 2024Q4: 15,971 shares; 2025Q1: 800 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 1,292 shares; 2026Q1: 1,342 shares; 2026Q2: 3,234 shares 3,234 $182K 0.05% +1,892 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: not reported; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: 594 shares; 2025Q4: 621 shares; 2026Q1: 736 shares; 2026Q2: 1,055 shares 1,055 $179K 0.05% +319 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: 532 shares; 2024Q4: 737 shares; 2025Q1: 744 shares; 2025Q2: 694 shares; 2025Q3: 554 shares; 2025Q4: 554 shares; 2026Q1: 620 shares; 2026Q2: 487 shares 487 $176K 0.05% -133 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: 452 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 364 shares; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 509 shares; 2026Q2: 509 shares 509 $173K 0.05% 0 Timeline KNG 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: 47 shares; 2024Q4: 3,747 shares; 2025Q1: 3,747 shares; 2025Q2: 3,747 shares; 2025Q3: 5,912 shares; 2025Q4: 7,112 shares; 2026Q1: 3,365 shares; 2026Q2: 3,365 shares 3,365 $170K 0.04% 0 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: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,111 shares 1,111 $169K 0.04% -289 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 1,216 shares; 2026Q1: 1,435 shares; 2026Q2: 1,435 shares 1,435 $169K 0.04% 0 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: 1,412 shares; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 1,412 shares; 2025Q3: 1,412 shares; 2025Q4: 1,412 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $166K 0.04% 0 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,735 shares; 2026Q2: 6,797 shares 6,797 $165K 0.04% +62 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: 544 shares; 2024Q4: 544 shares; 2025Q1: 511 shares; 2025Q2: 532 shares; 2025Q3: 538 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 412 shares 412 $164K 0.04% +9 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: 551 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 745 shares; 2026Q1: 745 shares; 2026Q2: 745 shares 745 $163K 0.04% 0 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: 1,825 shares; 2024Q4: 1,675 shares; 2025Q1: 1,872 shares; 2025Q2: 1,869 shares; 2025Q3: 1,814 shares; 2025Q4: 1,814 shares; 2026Q1: 1,770 shares; 2026Q2: 2,097 shares 2,097 $163K 0.04% +327 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: 2,831 shares; 2024Q4: 3,986 shares; 2025Q1: 3,986 shares; 2025Q2: 3,986 shares; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares; 2026Q1: 3,120 shares; 2026Q2: 3,120 shares 3,120 $162K 0.04% 0 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 800 shares; 2026Q1: 1,150 shares; 2026Q2: 3,566 shares 3,566 $162K 0.04% +2,416 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 864 shares; 2026Q2: 996 shares 996 $161K 0.04% +132 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,075 shares; 2026Q2: 3,075 shares 3,075 $161K 0.04% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 914 shares; 2026Q2: 960 shares 960 $161K 0.04% +46 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: 2,617 shares; 2024Q4: 3,682 shares; 2025Q1: 3,940 shares; 2025Q2: 3,940 shares; 2025Q3: 4,478 shares; 2025Q4: 4,478 shares; 2026Q1: 4,349 shares; 2026Q2: 4,349 shares 4,349 $159K 0.04% 0 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: 330 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 485 shares; 2026Q1: 1,485 shares; 2026Q2: 3,861 shares 3,861 $155K 0.04% +2,376 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: 3,670 shares; 2024Q4: 3,670 shares; 2025Q1: 3,605 shares; 2025Q2: 3,605 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares; 2026Q1: 3,485 shares; 2026Q2: 3,485 shares 3,485 $155K 0.04% 0 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: 298 shares; 2024Q4: 278 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 390 shares; 2026Q2: 530 shares 530 $154K 0.04% +140 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: 111 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 151 shares 151 $153K 0.04% 0 Timeline UCON 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: not reported; 2024Q4: 1,816 shares; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares; 2025Q3: 1,816 shares; 2025Q4: 4,860 shares; 2026Q1: 6,125 shares; 2026Q2: 6,125 shares 6,125 $152K 0.04% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,382 shares; 2024Q4: 2,382 shares; 2025Q1: 2,327 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 3,173 shares; 2026Q1: 3,173 shares; 2026Q2: 3,123 shares 3,123 $152K 0.04% -50 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: 195 shares; 2024Q4: 185 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 307 shares; 2025Q4: 304 shares; 2026Q1: 298 shares; 2026Q2: 298 shares 298 $152K 0.04% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 881 shares; 2024Q4: 881 shares; 2025Q1: 881 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 881 shares; 2026Q2: 881 shares 881 $152K 0.04% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,944 shares 2,944 $152K 0.04% new Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,120 shares; 2024Q4: 4,120 shares; 2025Q1: 4,120 shares; 2025Q2: 6,135 shares; 2025Q3: 6,135 shares; 2025Q4: 7,940 shares; 2026Q1: 7,940 shares; 2026Q2: 7,940 shares 7,940 $151K 0.04% 0 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: 4,403 shares; 2024Q4: 4,403 shares; 2025Q1: 4,403 shares; 2025Q2: 4,403 shares; 2025Q3: 4,223 shares; 2025Q4: 4,272 shares; 2026Q1: 4,147 shares; 2026Q2: 4,147 shares 4,147 $150K 0.04% 0 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,433 shares; 2024Q4: 7,433 shares; 2025Q1: 7,433 shares; 2025Q2: 7,433 shares; 2025Q3: 7,433 shares; 2025Q4: 7,433 shares; 2026Q1: 7,433 shares; 2026Q2: 7,433 shares 7,433 $149K 0.04% 0 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $148K 0.04% 0 Timeline UITB 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: not reported; 2024Q4: not reported; 2025Q1: 3,084 shares; 2025Q2: 3,084 shares; 2025Q3: 3,084 shares; 2025Q4: 3,084 shares; 2026Q1: 3,084 shares; 2026Q2: 3,084 shares 3,084 $144K 0.04% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,117 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares; 2026Q2: 1,105 shares 1,105 $144K 0.04% 0 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY 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: 3,428 shares; 2025Q4: 3,428 shares; 2026Q1: 3,428 shares; 2026Q2: 3,428 shares 3,428 $144K 0.04% 0 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: 250 shares; 2024Q4: 246 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 273 shares; 2026Q1: 273 shares; 2026Q2: 273 shares 273 $143K 0.04% 0 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 59 shares; 2025Q3: 77 shares; 2025Q4: 1,140 shares; 2026Q1: 1,807 shares; 2026Q2: 1,991 shares 1,991 $142K 0.04% +184 Timeline XMHQ 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: 800 shares; 2025Q1: 900 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $141K 0.04% 0 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: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 536 shares; 2025Q3: 641 shares; 2025Q4: 797 shares; 2026Q1: 622 shares; 2026Q2: 637 shares 637 $139K 0.04% +15 Timeline SCHY 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: 3,875 shares; 2026Q1: 4,372 shares; 2026Q2: 4,372 shares 4,372 $139K 0.04% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,494 shares; 2024Q4: 4,482 shares; 2025Q1: 4,137 shares; 2025Q2: 4,167 shares; 2025Q3: 4,310 shares; 2025Q4: 4,310 shares; 2026Q1: 3,982 shares; 2026Q2: 3,982 shares 3,982 $139K 0.04% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,567 shares; 2024Q4: 1,506 shares; 2025Q1: 1,506 shares; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares; 2025Q4: 1,506 shares; 2026Q1: 1,506 shares; 2026Q2: 1,506 shares 1,506 $138K 0.04% 0 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: 495 shares; 2024Q4: 495 shares; 2025Q1: 542 shares; 2025Q2: 469 shares; 2025Q3: 467 shares; 2025Q4: 360 shares; 2026Q1: 337 shares; 2026Q2: 338 shares 338 $138K 0.04% +1 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: 2,741 shares; 2024Q4: 5,665 shares; 2025Q1: 5,612 shares; 2025Q2: 5,088 shares; 2025Q3: 5,266 shares; 2025Q4: 5,296 shares; 2026Q1: 4,913 shares; 2026Q2: 4,913 shares 4,913 $136K 0.04% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,709 shares; 2024Q4: 3,009 shares; 2025Q1: 3,005 shares; 2025Q2: 2,990 shares; 2025Q3: 2,406 shares; 2025Q4: 2,390 shares; 2026Q1: 1,979 shares; 2026Q2: 1,079 shares 1,079 $136K 0.04% -900 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $135K 0.04% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,421 shares; 2024Q4: 1,936 shares; 2025Q1: 1,836 shares; 2025Q2: 2,501 shares; 2025Q3: 2,501 shares; 2025Q4: 1,864 shares; 2026Q1: 2,308 shares; 2026Q2: 2,308 shares 2,308 $133K 0.03% 0 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: 2,576 shares; 2024Q4: 3,176 shares; 2025Q1: 2,889 shares; 2025Q2: 2,789 shares; 2025Q3: 2,789 shares; 2025Q4: 2,289 shares; 2026Q1: 2,289 shares; 2026Q2: 2,289 shares 2,289 $132K 0.03% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,581 shares; 2024Q4: 3,581 shares; 2025Q1: 3,581 shares; 2025Q2: 5,015 shares; 2025Q3: 5,015 shares; 2025Q4: 5,015 shares; 2026Q1: 5,015 shares; 2026Q2: 5,015 shares 5,015 $127K 0.03% 0 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: 2,040 shares; 2024Q4: 2,040 shares; 2025Q1: 1,864 shares; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares; 2026Q1: 2,011 shares; 2026Q2: 2,011 shares 2,011 $126K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 550 shares 550 $125K 0.03% +100 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER 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: 2,296 shares; 2026Q1: 2,296 shares; 2026Q2: 2,296 shares 2,296 $124K 0.03% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,120 shares; 2025Q1: 6,120 shares; 2025Q2: 6,120 shares; 2025Q3: 6,120 shares; 2025Q4: 6,120 shares; 2026Q1: 3,500 shares; 2026Q2: 3,296 shares 3,296 $123K 0.03% -204 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 1,272 shares; 2025Q3: 1,259 shares; 2025Q4: 1,031 shares; 2026Q1: 1,247 shares; 2026Q2: 1,332 shares 1,332 $123K 0.03% +85 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 125 shares 125 $122K 0.03% +12 Timeline FTCS 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: 1,188 shares; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 1,297 shares; 2026Q1: 1,297 shares; 2026Q2: 1,297 shares 1,297 $122K 0.03% 0 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: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 305 shares 305 $121K 0.03% +38 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: 883 shares; 2024Q4: 1,243 shares; 2025Q1: 1,243 shares; 2025Q2: 1,243 shares; 2025Q3: 973 shares; 2025Q4: 973 shares; 2026Q1: 973 shares; 2026Q2: 973 shares 973 $121K 0.03% 0 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: 1,537 shares; 2024Q4: 1,537 shares; 2025Q1: 845 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 829 shares; 2026Q1: 958 shares; 2026Q2: 958 shares 958 $121K 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 820 shares 820 $120K 0.03% 0 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 894 shares; 2024Q4: 2,586 shares; 2025Q1: 2,586 shares; 2025Q2: 2,373 shares; 2025Q3: 2,134 shares; 2025Q4: 2,134 shares; 2026Q1: 2,134 shares; 2026Q2: 3,066 shares 3,066 $119K 0.03% +932 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: not reported; 2024Q4: not reported; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 351 shares; 2026Q2: 351 shares 351 $118K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 709 shares; 2025Q2: 456 shares; 2025Q3: 417 shares; 2025Q4: 395 shares; 2026Q1: 401 shares; 2026Q2: 397 shares 397 $116K 0.03% -4 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: 47 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 683 shares; 2025Q3: 627 shares; 2025Q4: 617 shares; 2026Q1: 1,025 shares; 2026Q2: 957 shares 957 $116K 0.03% -68 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 452 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 672 shares; 2026Q1: 672 shares; 2026Q2: 412 shares 412 $116K 0.03% -260 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: 378 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 528 shares; 2025Q3: 511 shares; 2025Q4: 436 shares; 2026Q1: 637 shares; 2026Q2: 574 shares 574 $115K 0.03% -63 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 848 shares; 2024Q4: 2,395 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 2,493 shares; 2025Q4: 2,493 shares; 2026Q1: 2,493 shares; 2026Q2: 3,906 shares 3,906 $115K 0.03% +1,413 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343 shares; 2024Q4: 543 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 543 shares; 2026Q1: 543 shares; 2026Q2: 500 shares 500 $115K 0.03% -43 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: 762 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 2,056 shares; 2025Q4: 2,056 shares; 2026Q1: 2,056 shares; 2026Q2: 1,540 shares 1,540 $114K 0.03% -516 Timeline IBTJ 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: 4,594 shares; 2025Q4: 4,594 shares; 2026Q1: 5,277 shares; 2026Q2: 5,277 shares 5,277 $114K 0.03% 0 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: 368 shares; 2024Q4: 483 shares; 2025Q1: 588 shares; 2025Q2: 1,288 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 1,438 shares; 2026Q2: 1,438 shares 1,438 $114K 0.03% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556 shares; 2024Q4: 586 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 686 shares; 2026Q1: 433 shares; 2026Q2: 325 shares 325 $114K 0.03% -108 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: 1,830 shares; 2024Q4: 1,785 shares; 2025Q1: 1,697 shares; 2025Q2: 1,537 shares; 2025Q3: 1,683 shares; 2025Q4: 1,128 shares; 2026Q1: 1,244 shares; 2026Q2: 1,058 shares 1,058 $114K 0.03% -186 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 1,983 shares 1,983 $113K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,105 shares; 2026Q2: 1,104 shares 1,104 $111K 0.03% -1 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 700 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 1,000 shares 1,000 $110K 0.03% +300 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 807 shares; 2026Q1: 924 shares; 2026Q2: 924 shares 924 $109K 0.03% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150 $109K 0.03% 0 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: 800 shares; 2024Q4: 930 shares; 2025Q1: 880 shares; 2025Q2: 754 shares; 2025Q3: 743 shares; 2025Q4: 616 shares; 2026Q1: 1,187 shares; 2026Q2: 1,487 shares 1,487 $109K 0.03% +300 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,905 shares; 2024Q4: 1,255 shares; 2025Q1: 1,105 shares; 2025Q2: 1,307 shares; 2025Q3: 1,353 shares; 2025Q4: 1,353 shares; 2026Q1: 1,342 shares; 2026Q2: 1,316 shares 1,316 $109K 0.03% -26 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $108K 0.03% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $107K 0.03% 0 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,820 shares 6,820 $107K 0.03% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,480 shares; 2024Q4: 3,495 shares; 2025Q1: 3,395 shares; 2025Q2: 2,830 shares; 2025Q3: 2,915 shares; 2025Q4: 3,227 shares; 2026Q1: 3,227 shares; 2026Q2: 2,611 shares 2,611 $107K 0.03% -616 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 430 shares; 2025Q1: 896 shares; 2025Q2: 871 shares; 2025Q3: 1,307 shares; 2025Q4: 1,305 shares; 2026Q1: 926 shares; 2026Q2: 926 shares 926 $107K 0.03% 0 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: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,172 shares; 2026Q2: 1,172 shares 1,172 $104K 0.03% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,560 shares; 2024Q4: 21,025 shares; 2025Q1: 25,396 shares; 2025Q2: 25,396 shares; 2025Q3: 25,396 shares; 2025Q4: 18,202 shares; 2026Q1: 4,525 shares; 2026Q2: 4,525 shares 4,525 $104K 0.03% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,849 shares; 2024Q4: 3,849 shares; 2025Q1: 3,849 shares; 2025Q2: 3,849 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares; 2026Q2: 1,974 shares 1,974 $103K 0.03% 0 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: 156 shares; 2024Q4: 1,249 shares; 2025Q1: 961 shares; 2025Q2: 2,390 shares; 2025Q3: 2,336 shares; 2025Q4: 1,866 shares; 2026Q1: 1,866 shares; 2026Q2: 3,320 shares 3,320 $103K 0.03% +1,454 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $103K 0.03% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,497 shares; 2024Q4: 1,497 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,277 shares; 2026Q1: 1,277 shares; 2026Q2: 1,277 shares 1,277 $103K 0.03% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951 shares; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 951 shares 951 $102K 0.03% 0 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: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 2,173 shares; 2025Q2: 2,173 shares; 2025Q3: 2,173 shares; 2025Q4: 2,173 shares; 2026Q1: 2,173 shares; 2026Q2: 2,173 shares 2,173 $102K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 554 shares; 2026Q1: 554 shares; 2026Q2: 519 shares 519 $99.5K 0.03% -35 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares; 2026Q2: 537 shares 537 $99.3K 0.03% 0 Timeline EQWL 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: 625 shares; 2024Q4: 625 shares; 2025Q1: 766 shares; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 766 shares; 2026Q2: 766 shares 766 $98.8K 0.03% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,951 shares; 2024Q4: 3,001 shares; 2025Q1: 2,610 shares; 2025Q2: 2,454 shares; 2025Q3: 1,279 shares; 2025Q4: 1,204 shares; 2026Q1: 1,204 shares; 2026Q2: 1,204 shares 1,204 $98K 0.03% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 767 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 491 shares; 2026Q1: 444 shares; 2026Q2: 406 shares 406 $96.4K 0.03% -38 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares; 2026Q1: 1,816 shares; 2026Q2: 1,816 shares 1,816 $96K 0.02% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 891 shares; 2024Q4: 871 shares; 2025Q1: 871 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 871 shares; 2026Q2: 801 shares 801 $94.5K 0.02% -70 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 900 shares; 2026Q2: 1,065 shares 1,065 $94.4K 0.02% +165 Timeline FTA 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: 963 shares; 2024Q4: 963 shares; 2025Q1: 963 shares; 2025Q2: 963 shares; 2025Q3: 963 shares; 2025Q4: 963 shares; 2026Q1: 963 shares; 2026Q2: 963 shares 963 $93.2K 0.02% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 935 shares; 2025Q4: 956 shares; 2026Q1: 956 shares; 2026Q2: 1,006 shares 1,006 $92.8K 0.02% +50 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 982 shares; 2026Q2: 794 shares 794 $92.7K 0.02% -188 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: 3,500 shares; 2024Q4: 5,500 shares; 2025Q1: 4,925 shares; 2025Q2: 4,925 shares; 2025Q3: 4,925 shares; 2025Q4: 4,925 shares; 2026Q1: 4,925 shares; 2026Q2: 1,825 shares 1,825 $92.3K 0.02% -3,100 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 966 shares; 2024Q4: 1,056 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 2,720 shares; 2025Q4: 2,648 shares; 2026Q1: 2,059 shares; 2026Q2: 1,759 shares 1,759 $92.2K 0.02% -300 Timeline VNQI 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: 1,935 shares; 2024Q4: 1,954 shares; 2025Q1: 1,954 shares; 2025Q2: 1,954 shares; 2025Q3: 1,954 shares; 2025Q4: 2,046 shares; 2026Q1: 2,046 shares; 2026Q2: 2,046 shares 2,046 $91.8K 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $89.7K 0.02% 0 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,057 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares; 2026Q2: 2,057 shares 2,057 $89.4K 0.02% 0 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: 3,163 shares; 2024Q4: 2,940 shares; 2025Q1: 2,950 shares; 2025Q2: 2,915 shares; 2025Q3: 2,259 shares; 2025Q4: 2,229 shares; 2026Q1: 2,182 shares; 2026Q2: 1,653 shares 1,653 $89.3K 0.02% -529 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: 1,101 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 1,852 shares; 2026Q1: 1,852 shares; 2026Q2: 1,852 shares 1,852 $89K 0.02% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 1,069 shares; 2025Q4: 1,069 shares; 2026Q1: 1,069 shares; 2026Q2: 1,069 shares 1,069 $88.8K 0.02% 0 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 3,026 shares; 2026Q1: 4,148 shares; 2026Q2: 4,148 shares 4,148 $88.8K 0.02% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $87.5K 0.02% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,046 shares; 2024Q4: 3,964 shares; 2025Q1: 3,964 shares; 2025Q2: 3,964 shares; 2025Q3: 4,016 shares; 2025Q4: 4,016 shares; 2026Q1: 4,016 shares; 2026Q2: 4,016 shares 4,016 $85.6K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,895 shares; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,895 shares; 2026Q2: 2,437 shares 2,437 $84.8K 0.02% +542 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 512 shares; 2024Q4: 501 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 471 shares; 2026Q2: 471 shares 471 $84.1K 0.02% 0 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 1,869 shares 1,869 $84K 0.02% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,425 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares; 2026Q1: 2,425 shares; 2026Q2: 2,425 shares 2,425 $84K 0.02% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,243 shares; 2024Q4: 1,245 shares; 2025Q1: 918 shares; 2025Q2: 919 shares; 2025Q3: 921 shares; 2025Q4: 923 shares; 2026Q1: 925 shares; 2026Q2: 927 shares 927 $83.5K 0.02% +2 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: 329 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 237 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 234 shares; 2026Q2: 242 shares 242 $83.3K 0.02% +8 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,425 shares; 2024Q4: 4,844 shares; 2025Q1: 4,842 shares; 2025Q2: 4,842 shares; 2025Q3: 4,842 shares; 2025Q4: 4,842 shares; 2026Q1: 4,842 shares; 2026Q2: 3,425 shares 3,425 $83K 0.02% -1,417 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 2,456 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $82.5K 0.02% 0 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: 18 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 17 shares; 2025Q3: 14 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 449 shares 449 $80K 0.02% +434 Timeline GOCT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,926 shares; 2026Q1: 1,926 shares; 2026Q2: 1,926 shares 1,926 $80K 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,094 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,206 shares; 2025Q3: 1,206 shares; 2025Q4: 873 shares; 2026Q1: 873 shares; 2026Q2: 873 shares 873 $79.6K 0.02% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 583 shares 583 $79.5K 0.02% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 775 shares; 2025Q3: 2,013 shares; 2025Q4: 1,250 shares; 2026Q1: 2,306 shares; 2026Q2: 2,306 shares 2,306 $78.4K 0.02% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,470 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,470 shares; 2025Q4: 1,470 shares; 2026Q1: 1,470 shares; 2026Q2: 1,470 shares 1,470 $78.2K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: not reported; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 805 shares 805 $77.7K 0.02% 0 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: 737 shares; 2024Q4: 730 shares; 2025Q1: 450 shares; 2025Q2: 365 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 678 shares; 2026Q2: 663 shares 663 $77.4K 0.02% -15 Timeline JEPQ 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: 550 shares; 2025Q1: 1,270 shares; 2025Q2: 1,253 shares; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares; 2026Q1: 1,258 shares; 2026Q2: 1,258 shares 1,258 $77.3K 0.02% 0 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,086 shares; 2024Q4: 2,086 shares; 2025Q1: 2,086 shares; 2025Q2: 2,086 shares; 2025Q3: 2,086 shares; 2025Q4: 2,086 shares; 2026Q1: 2,086 shares; 2026Q2: 2,086 shares 2,086 $77.2K 0.02% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 3,175 shares; 2026Q1: 3,175 shares; 2026Q2: 3,175 shares 3,175 $76.9K 0.02% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 197 shares; 2026Q2: 197 shares 197 $76.8K 0.02% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 548 shares; 2025Q4: 548 shares; 2026Q1: 572 shares; 2026Q2: 572 shares 572 $76K 0.02% 0 Timeline PFFD 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: 4,006 shares; 2024Q4: 4,006 shares; 2025Q1: 4,006 shares; 2025Q2: 4,006 shares; 2025Q3: 4,006 shares; 2025Q4: 4,006 shares; 2026Q1: 4,006 shares; 2026Q2: 4,006 shares 4,006 $74.9K 0.02% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,978 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $74.4K 0.02% 0 Timeline FTC 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 378 shares; 2026Q2: 378 shares 378 $73.2K 0.02% 0 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: 725 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,291 shares; 2026Q2: 1,291 shares 1,291 $72.8K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 376 shares; 2025Q3: 398 shares; 2025Q4: 403 shares; 2026Q1: 316 shares; 2026Q2: 278 shares 278 $72.6K 0.02% -38 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: 1,336 shares; 2024Q4: 1,087 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,062 shares; 2025Q4: 1,065 shares; 2026Q1: 1,071 shares; 2026Q2: 1,040 shares 1,040 $71K 0.02% -31 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,255 shares; 2025Q2: 1,348 shares; 2025Q3: 1,632 shares; 2025Q4: 1,431 shares; 2026Q1: 1,242 shares; 2026Q2: 1,647 shares 1,647 $70.3K 0.02% +405 Timeline TOTL 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: 1,489 shares; 2024Q4: 1,489 shares; 2025Q1: 1,547 shares; 2025Q2: 1,547 shares; 2025Q3: 1,509 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares; 2026Q2: 1,759 shares 1,759 $69.4K 0.02% +176 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 586 shares; 2026Q2: 423 shares 423 $69.1K 0.02% -163 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 312 shares 312 $69K 0.02% 0 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: 275 shares; 2024Q4: 300 shares; 2025Q1: 956 shares; 2025Q2: 982 shares; 2025Q3: 865 shares; 2025Q4: 579 shares; 2026Q1: 579 shares; 2026Q2: 580 shares 580 $69K 0.02% +1 Timeline USIG 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: 1,259 shares; 2025Q4: 1,259 shares; 2026Q1: 1,334 shares; 2026Q2: 1,334 shares 1,334 $68.4K 0.02% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares; 2026Q2: 493 shares 493 $67.8K 0.02% 0 Timeline RPG 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: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,045 shares; 2026Q2: 1,045 shares 1,045 $66.7K 0.02% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,343 shares; 2024Q4: 1,343 shares; 2025Q1: 1,343 shares; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 1,343 shares; 2026Q1: 1,343 shares; 2026Q2: 1,343 shares 1,343 $66.5K 0.02% 0 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,362 shares; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,362 shares; 2025Q3: 1,362 shares; 2025Q4: 1,362 shares; 2026Q1: 1,362 shares; 2026Q2: 1,362 shares 1,362 $66.1K 0.02% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $65.9K 0.02% 0 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 514 shares 514 $65.7K 0.02% +85 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 713 shares 713 $65.3K 0.02% new Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 578 shares; 2025Q1: 578 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 578 shares; 2026Q1: 572 shares; 2026Q2: 572 shares 572 $65.2K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592 shares; 2024Q4: 592 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 492 shares; 2026Q1: 492 shares; 2026Q2: 492 shares 492 $65.2K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 480 shares 480 $65.1K 0.02% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 263 shares; 2026Q2: 263 shares 263 $64.8K 0.02% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 489 shares; 2026Q2: 541 shares 541 $64.5K 0.02% +52 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,491 shares; 2024Q4: 4,491 shares; 2025Q1: 4,491 shares; 2025Q2: 4,491 shares; 2025Q3: 4,491 shares; 2025Q4: 4,491 shares; 2026Q1: 4,491 shares; 2026Q2: 4,491 shares 4,491 $64.3K 0.02% 0 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $64K 0.02% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 735 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 735 shares; 2026Q2: 735 shares 735 $63.8K 0.02% 0 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: 3,370 shares; 2024Q4: 1,932 shares; 2025Q1: 766 shares; 2025Q2: 468 shares; 2025Q3: 1,219 shares; 2025Q4: 1,219 shares; 2026Q1: 606 shares; 2026Q2: 606 shares 606 $62.7K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $62.6K 0.02% 0 Timeline RWL 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: 678 shares; 2024Q4: 678 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 488 shares; 2026Q2: 488 shares 488 $62.3K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 199 shares; 2026Q2: 199 shares 199 $62.3K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 220 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 359 shares; 2026Q2: 355 shares 355 $62.3K 0.02% -4 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 644 shares; 2026Q2: 644 shares 644 $62.1K 0.02% 0 Timeline BLV 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: 62 shares; 2024Q4: 802 shares; 2025Q1: 817 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 831 shares; 2026Q1: 882 shares; 2026Q2: 882 shares 882 $60.8K 0.02% 0 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: 962 shares; 2024Q4: 838 shares; 2025Q1: 662 shares; 2025Q2: 622 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares; 2026Q2: 715 shares 715 $60.6K 0.02% +197 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 481 shares; 2026Q2: 481 shares 481 $60.5K 0.02% 0 Timeline FSIG 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: 3,206 shares; 2024Q4: 3,206 shares; 2025Q1: 3,206 shares; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares; 2025Q4: 3,206 shares; 2026Q1: 3,206 shares; 2026Q2: 3,206 shares 3,206 $60.4K 0.02% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 693 shares; 2025Q4: 711 shares; 2026Q1: 696 shares; 2026Q2: 696 shares 696 $60.2K 0.02% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 618 shares; 2026Q2: 618 shares 618 $60K 0.02% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,954 shares; 2024Q4: 2,754 shares; 2025Q1: 2,432 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,632 shares; 2026Q2: 1,479 shares 1,479 $59.9K 0.02% -153 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: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 37 shares; 2026Q2: 35 shares 35 $59.4K 0.02% -2 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $59.4K 0.02% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 829 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 829 shares; 2026Q1: 829 shares; 2026Q2: 829 shares 829 $58.5K 0.02% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,061 shares; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares; 2025Q2: 1,061 shares; 2025Q3: 1,061 shares; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares; 2026Q2: 1,061 shares 1,061 $58.4K 0.02% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares; 2026Q1: 1,195 shares; 2026Q2: 3,583 shares 3,583 $57.4K 0.01% +2,388 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 73 shares; 2025Q4: 90 shares; 2026Q1: 32 shares; 2026Q2: 750 shares 750 $57.3K 0.01% +718 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,222 shares; 2025Q3: 1,222 shares; 2025Q4: 1,143 shares; 2026Q1: 1,143 shares; 2026Q2: 1,159 shares 1,159 $56.9K 0.01% +16 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 748 shares; 2024Q4: 969 shares; 2025Q1: 945 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 1,324 shares; 2026Q1: 1,308 shares; 2026Q2: 1,308 shares 1,308 $55.7K 0.01% 0 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: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $55.6K 0.01% 0 Timeline SPTS 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: 650 shares; 2024Q4: 900 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,709 shares; 2025Q4: 1,767 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $55.1K 0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,391 shares; 2024Q4: 4,391 shares; 2025Q1: 3,899 shares; 2025Q2: 2,757 shares; 2025Q3: 2,757 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares; 2026Q2: 2,185 shares 2,185 $54.8K 0.01% -572 Timeline FTSM 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: 915 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 915 shares; 2026Q2: 915 shares 915 $54.7K 0.01% 0 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: not reported; 2026Q2: 291 shares 291 $54.4K 0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,585 shares; 2024Q4: 6,322 shares; 2025Q1: 6,673 shares; 2025Q2: 7,427 shares; 2025Q3: 7,427 shares; 2025Q4: 7,427 shares; 2026Q1: 7,427 shares; 2026Q2: 5,794 shares 5,794 $54.1K 0.01% -1,633 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 783 shares; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: 157 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 709 shares; 2026Q2: 709 shares 709 $53.7K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 74 shares; 2026Q1: 73 shares; 2026Q2: 71 shares 71 $53.6K 0.01% -2 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE 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: 1,400 shares; 2026Q2: 1,400 shares 1,400 $52.5K 0.01% 0 Timeline GTO 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: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,176 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares; 2026Q2: 1,110 shares 1,110 $52K 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 407 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 935 shares; 2026Q2: 935 shares 935 $51.9K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 308 shares; 2025Q4: 316 shares; 2026Q1: 373 shares; 2026Q2: 373 shares 373 $51.9K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,092 shares; 2024Q4: 3,619 shares; 2025Q1: 3,619 shares; 2025Q2: 3,399 shares; 2025Q3: 2,360 shares; 2025Q4: 1,982 shares; 2026Q1: 1,982 shares; 2026Q2: 1,946 shares 1,946 $51.9K 0.01% -36 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,575 shares 1,575 $51.3K 0.01% -225 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,962 shares; 2025Q3: 1,962 shares; 2025Q4: 1,962 shares; 2026Q1: 1,962 shares; 2026Q2: 1,856 shares 1,856 $51K 0.01% -106 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 341 shares; 2026Q2: 267 shares 267 $50.9K 0.01% -74 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $50.5K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 91 shares; 2025Q1: 102 shares; 2025Q2: 127 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 226 shares; 2026Q2: 130 shares 130 $50.3K 0.01% -96 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 53 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 391 shares 391 $50.1K 0.01% -64 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: not reported; 2024Q4: 50 shares; 2025Q1: 110 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $49.1K 0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 486 shares; 2025Q4: 486 shares; 2026Q1: 509 shares; 2026Q2: 509 shares 509 $49.1K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $49K 0.01% 0 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,300 shares 1,300 $48.9K 0.01% new Timeline VNLA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $48.9K 0.01% 0 Timeline FTSL 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: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares; 2026Q2: 1,090 shares 1,090 $48.8K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 354 shares; 2026Q2: 354 shares 354 $48.5K 0.01% 0 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: 453 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: 453 shares; 2026Q2: 510 shares 510 $48.4K 0.01% +57 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $47.6K 0.01% 0 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $47.6K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527 shares; 2024Q4: 502 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $47.2K 0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 3,355 shares; 2025Q1: 3,355 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares; 2025Q4: not reported; 2026Q1: 6,835 shares; 2026Q2: 3,980 shares 3,980 $46.2K 0.01% -2,855 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 217 shares 217 $46K 0.01% +150 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: 290 shares; 2024Q4: 494 shares; 2025Q1: 262 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 212 shares 212 $45.9K 0.01% -40 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares; 2026Q2: 281 shares 281 $45.8K 0.01% 0 Timeline AIRR 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 438 shares; 2026Q1: 309 shares; 2026Q2: 340 shares 340 $45.3K 0.01% +31 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: 746 shares; 2024Q4: 891 shares; 2025Q1: 1,695 shares; 2025Q2: 985 shares; 2025Q3: 963 shares; 2025Q4: 963 shares; 2026Q1: 963 shares; 2026Q2: 963 shares 963 $44.8K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $44.6K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $44.3K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $44.2K 0.01% 0 Timeline JMEE 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: 565 shares; 2026Q2: 565 shares 565 $44.1K 0.01% 0 Timeline PGF 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 3,200 shares 3,200 $43.9K 0.01% +2,200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 951 shares; 2026Q2: 911 shares 911 $43.8K 0.01% -40 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 1,591 shares 1,591 $43K 0.01% +691 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 843 shares; 2024Q4: 843 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 973 shares; 2026Q2: 973 shares 973 $42.9K 0.01% 0 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: 691 shares; 2024Q4: 692 shares; 2025Q1: 733 shares; 2025Q2: 735 shares; 2025Q3: 696 shares; 2025Q4: 697 shares; 2026Q1: 698 shares; 2026Q2: 700 shares 700 $42.8K 0.01% +2 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 69 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95 shares 95 $42.4K 0.01% new Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $42.1K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 566 shares; 2026Q2: 566 shares 566 $41.2K 0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,238 shares; 2024Q4: 1,004 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 1,104 shares; 2026Q2: 1,104 shares 1,104 $40.9K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483 shares; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 483 shares; 2026Q1: 483 shares; 2026Q2: 483 shares 483 $40.9K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,160 shares; 2024Q4: 1,496 shares; 2025Q1: 942 shares; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 692 shares; 2026Q2: 852 shares 852 $40.8K 0.01% +160 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 1,493 shares 1,493 $40.6K 0.01% new 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: 1,134 shares; 2024Q4: 1,134 shares; 2025Q1: 892 shares; 2025Q2: 539 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 818 shares; 2026Q2: 818 shares 818 $40.5K 0.01% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111 shares 111 $40.5K 0.01% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 1,566 shares; 2025Q4: 1,466 shares; 2026Q1: 1,466 shares; 2026Q2: 766 shares 766 $40.3K 0.01% -700 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332 shares; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $39.9K 0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,090 shares; 2025Q4: 924 shares; 2026Q1: 924 shares; 2026Q2: 924 shares 924 $39.9K 0.01% 0 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: 1,237 shares; 2024Q4: 1,237 shares; 2025Q1: 1,237 shares; 2025Q2: 1,127 shares; 2025Q3: 1,005 shares; 2025Q4: 852 shares; 2026Q1: 852 shares; 2026Q2: 547 shares 547 $39.5K 0.01% -305 Timeline