IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 344,257 shares; 2023Q1: 343,220 shares; 2023Q2: 353,774 shares; 2023Q3: 358,260 shares; 2023Q4: 390,933 shares; 2024Q1: 495,534 shares; 2024Q2: 530,011 shares; 2024Q3: 551,761 shares 551,761 $52.8M 14.18% +21,750 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 73,290 shares; 2023Q1: 74,457 shares; 2023Q2: 82,385 shares; 2023Q3: 83,360 shares; 2023Q4: 163,539 shares; 2024Q1: 183,564 shares; 2024Q2: 185,874 shares; 2024Q3: 190,108 shares 190,108 $37.5M 10.06% +4,234 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; 2022Q4: 313,383 shares; 2023Q1: 288,780 shares; 2023Q2: 283,311 shares; 2023Q3: 283,733 shares; 2023Q4: 183,795 shares; 2024Q1: 180,818 shares; 2024Q2: 178,223 shares; 2024Q3: 177,856 shares 177,856 $31M 8.33% -367 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; 2022Q4: 41,205 shares; 2023Q1: 38,360 shares; 2023Q2: 38,260 shares; 2023Q3: 38,260 shares; 2023Q4: 42,333 shares; 2024Q1: 46,935 shares; 2024Q2: 48,673 shares; 2024Q3: 50,534 shares 50,534 $19.4M 5.21% +1,861 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 40,046 shares; 2023Q1: 39,983 shares; 2023Q2: 39,518 shares; 2023Q3: 39,511 shares; 2023Q4: 39,408 shares; 2024Q1: 46,283 shares; 2024Q2: 46,866 shares; 2024Q3: 46,057 shares 46,057 $17.3M 4.64% -809 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 65,765 shares; 2023Q1: 61,668 shares; 2023Q2: 61,710 shares; 2023Q3: 62,407 shares; 2023Q4: 62,923 shares; 2024Q1: 63,433 shares; 2024Q2: 63,923 shares; 2024Q3: 64,444 shares 64,444 $15M 4.03% +521 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 28,798 shares; 2023Q1: 24,872 shares; 2023Q2: 25,068 shares; 2023Q3: 25,114 shares; 2023Q4: 25,691 shares; 2024Q1: 26,423 shares; 2024Q2: 26,506 shares; 2024Q3: 26,720 shares 26,720 $13M 3.5% +214 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; 2022Q4: 61,932 shares; 2023Q1: 66,973 shares; 2023Q2: 73,410 shares; 2023Q3: 73,742 shares; 2023Q4: 94,210 shares; 2024Q1: 116,620 shares; 2024Q2: 119,936 shares; 2024Q3: 129,547 shares 129,547 $10.2M 2.72% +9,611 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 25,123 shares; 2023Q1: 23,302 shares; 2023Q2: 23,563 shares; 2023Q3: 23,676 shares; 2023Q4: 23,893 shares; 2024Q1: 23,621 shares; 2024Q2: 23,451 shares; 2024Q3: 23,441 shares 23,441 $10.1M 2.71% -10 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 54,823 shares; 2023Q1: 37,636 shares; 2023Q2: 38,511 shares; 2023Q3: 38,841 shares; 2023Q4: 39,682 shares; 2024Q1: 40,322 shares; 2024Q2: 39,621 shares; 2024Q3: 36,875 shares 36,875 $9.73M 2.61% -2,746 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 45,402 shares; 2023Q1: 44,582 shares; 2023Q2: 42,202 shares; 2023Q3: 42,167 shares; 2023Q4: 42,628 shares; 2024Q1: 49,575 shares; 2024Q2: 49,718 shares; 2024Q3: 48,399 shares 48,399 $9.19M 2.47% -1,319 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 52,537 shares; 2023Q1: 52,772 shares; 2023Q2: 54,091 shares; 2023Q3: 54,929 shares; 2023Q4: 54,507 shares; 2024Q1: 54,316 shares; 2024Q2: 54,037 shares; 2024Q3: 54,142 shares 54,142 $9.05M 2.43% +105 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,383 shares; 2023Q1: 4,383 shares; 2023Q2: 4,153 shares; 2023Q3: 3,713 shares; 2023Q4: 13,882 shares; 2024Q1: 73,037 shares; 2024Q2: 67,915 shares; 2024Q3: 71,666 shares 71,666 $7.79M 2.09% +3,751 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 49,780 shares; 2024Q1: 153,805 shares; 2024Q2: 142,841 shares; 2024Q3: 150,716 shares 150,716 $7.73M 2.07% +7,875 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,405 shares; 2023Q1: 9,255 shares; 2023Q2: 8,880 shares; 2023Q3: 8,828 shares; 2023Q4: 8,715 shares; 2024Q1: 8,470 shares; 2024Q2: 8,272 shares; 2024Q3: 8,272 shares 8,272 $7.33M 1.97% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 11,700 shares; 2023Q2: 326,432 shares; 2023Q3: 321,917 shares; 2023Q4: 262,029 shares; 2024Q1: 320,005 shares; 2024Q2: 315,205 shares; 2024Q3: 308,777 shares 308,777 $6.85M 1.84% -6,428 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 201,720 shares; 2023Q2: 260,382 shares; 2023Q3: 261,117 shares; 2023Q4: 201,019 shares; 2024Q1: 235,822 shares; 2024Q2: 222,169 shares; 2024Q3: 211,792 shares 211,792 $4.98M 1.34% -10,377 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 281,033 shares; 2023Q2: 296,132 shares; 2023Q3: 278,042 shares; 2023Q4: 269,221 shares; 2024Q1: 283,522 shares; 2024Q2: 236,288 shares; 2024Q3: 198,298 shares 198,298 $4.83M 1.3% -37,990 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 12,150 shares; 2023Q2: 191,626 shares; 2023Q3: 178,256 shares; 2023Q4: 155,950 shares; 2024Q1: 229,742 shares; 2024Q2: 222,027 shares; 2024Q3: 225,338 shares 225,338 $4.78M 1.28% +3,311 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 57,346 shares; 2023Q1: 42,316 shares; 2023Q2: 42,316 shares; 2023Q3: 42,316 shares; 2023Q4: 42,316 shares; 2024Q1: 40,910 shares; 2024Q2: 40,531 shares; 2024Q3: 40,131 shares 40,131 $4.71M 1.26% -400 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 20,217 shares; 2023Q1: 20,517 shares; 2023Q2: 19,946 shares; 2023Q3: 20,005 shares; 2023Q4: 21,257 shares; 2024Q1: 21,922 shares; 2024Q2: 21,303 shares; 2024Q3: 22,192 shares 22,192 $4.68M 1.26% +889 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 150,980 shares; 2023Q3: 139,990 shares; 2023Q4: 128,649 shares; 2024Q1: 186,069 shares; 2024Q2: 177,896 shares; 2024Q3: 180,513 shares 180,513 $4.64M 1.25% +2,617 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 302,173 shares; 2023Q2: 308,380 shares; 2023Q3: 296,385 shares; 2023Q4: 299,157 shares; 2024Q1: 297,993 shares; 2024Q2: 237,402 shares; 2024Q3: 183,117 shares 183,117 $4.45M 1.19% -54,285 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 190,800 shares; 2023Q2: 241,985 shares; 2023Q3: 242,650 shares; 2023Q4: 198,345 shares; 2024Q1: 229,454 shares; 2024Q2: 204,331 shares; 2024Q3: 172,580 shares 172,580 $4.41M 1.18% -31,751 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,815 shares; 2023Q1: 8,668 shares; 2023Q2: 9,552 shares; 2023Q3: 9,634 shares; 2023Q4: 11,616 shares; 2024Q1: 62,440 shares; 2024Q2: 62,740 shares; 2024Q3: 59,760 shares 59,760 $3.72M 1% -2,980 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 33,052 shares; 2023Q1: 26,002 shares; 2023Q2: 26,002 shares; 2023Q3: 26,046 shares; 2023Q4: 26,002 shares; 2024Q1: 25,367 shares; 2024Q2: 25,227 shares; 2024Q3: 24,667 shares 24,667 $3.26M 0.88% -560 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,495 shares; 2023Q1: 3,195 shares; 2023Q2: 2,900 shares; 2023Q3: 2,929 shares; 2023Q4: 2,900 shares; 2024Q1: 2,495 shares; 2024Q2: 24,950 shares; 2024Q3: 26,427 shares 26,427 $3.21M 0.86% +1,477 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,889 shares; 2023Q1: 5,720 shares; 2023Q2: 5,870 shares; 2023Q3: 6,094 shares; 2023Q4: 5,995 shares; 2024Q1: 5,476 shares; 2024Q2: 5,476 shares; 2024Q3: 5,476 shares 5,476 $3.2M 0.86% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 37,441 shares; 2023Q1: 35,078 shares; 2023Q2: 30,768 shares; 2023Q3: 31,160 shares; 2023Q4: 27,542 shares; 2024Q1: 23,862 shares; 2024Q2: 23,359 shares; 2024Q3: 22,972 shares 22,972 $3.1M 0.83% -387 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 31,000 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 31,000 shares; 2023Q4: 28,958 shares; 2024Q1: 27,470 shares; 2024Q2: 27,080 shares; 2024Q3: 27,080 shares 27,080 $2.87M 0.77% 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; 2022Q4: 24,530 shares; 2023Q1: 23,050 shares; 2023Q2: 23,050 shares; 2023Q3: 23,050 shares; 2023Q4: 23,050 shares; 2024Q1: 25,385 shares; 2024Q2: 26,332 shares; 2024Q3: 26,857 shares 26,857 $2.23M 0.6% +525 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 27,028 shares; 2023Q1: 19,838 shares; 2023Q2: 19,838 shares; 2023Q3: 19,795 shares; 2023Q4: 19,795 shares; 2024Q1: 19,060 shares; 2024Q2: 18,459 shares; 2024Q3: 17,974 shares 17,974 $2.22M 0.6% -485 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 45,572 shares; 2023Q1: 45,572 shares; 2023Q2: 45,572 shares; 2023Q3: 45,572 shares; 2023Q4: 45,646 shares; 2024Q1: 45,610 shares; 2024Q2: 45,610 shares; 2024Q3: 45,610 shares 45,610 $2.09M 0.56% 0 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; 2022Q4: 10,931 shares; 2023Q1: 10,931 shares; 2023Q2: 10,931 shares; 2023Q3: 10,931 shares; 2023Q4: 38,441 shares; 2024Q1: 37,976 shares; 2024Q2: 38,281 shares; 2024Q3: 38,281 shares 38,281 $2.02M 0.54% 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; 2022Q4: 37,826 shares; 2023Q1: 24,341 shares; 2023Q2: 24,341 shares; 2023Q3: 24,341 shares; 2023Q4: 24,341 shares; 2024Q1: 22,971 shares; 2024Q2: 22,523 shares; 2024Q3: 21,935 shares 21,935 $2.02M 0.54% -588 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,415 shares; 2023Q1: 3,245 shares; 2023Q2: 3,360 shares; 2023Q3: 3,360 shares; 2023Q4: 3,360 shares; 2024Q1: 3,355 shares; 2024Q2: 3,230 shares; 2024Q3: 3,230 shares 3,230 $2M 0.54% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 817 shares; 2023Q1: 693 shares; 2023Q2: 3,386 shares; 2023Q3: 3,450 shares; 2023Q4: 3,386 shares; 2024Q1: 3,386 shares; 2024Q2: 3,386 shares; 2024Q3: 3,386 shares 3,386 $1.95M 0.52% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,347 shares; 2023Q1: 6,012 shares; 2023Q2: 5,960 shares; 2023Q3: 6,002 shares; 2023Q4: 5,960 shares; 2024Q1: 5,960 shares; 2024Q2: 5,930 shares; 2024Q3: 5,870 shares 5,870 $1.95M 0.52% -60 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,740 shares; 2023Q1: 1,710 shares; 2023Q2: 1,710 shares; 2023Q3: 1,716 shares; 2023Q4: 1,620 shares; 2024Q1: 1,620 shares; 2024Q2: 1,996 shares; 2024Q3: 1,998 shares 1,998 $1.9M 0.51% +2 BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,373 shares; 2023Q1: 3,453 shares; 2023Q2: 3,453 shares; 2023Q3: 3,522 shares; 2023Q4: 3,453 shares; 2024Q1: 3,453 shares; 2024Q2: 3,453 shares; 2024Q3: 3,668 shares 3,668 $1.69M 0.45% +215 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; 2022Q4: 20,105 shares; 2023Q1: 20,105 shares; 2023Q2: 20,105 shares; 2023Q3: 20,105 shares; 2023Q4: 20,105 shares; 2024Q1: 20,105 shares; 2024Q2: 20,105 shares; 2024Q3: 20,105 shares 20,105 $1.68M 0.45% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,754 shares; 2023Q1: 6,794 shares; 2023Q2: 6,794 shares; 2023Q3: 6,771 shares; 2023Q4: 6,754 shares; 2024Q1: 6,754 shares; 2024Q2: 6,710 shares; 2024Q3: 6,696 shares 6,696 $1.65M 0.44% -14 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,105 shares; 2023Q1: 3,105 shares; 2023Q2: 7,605 shares; 2023Q3: 7,605 shares; 2023Q4: 12,834 shares; 2024Q1: 12,968 shares; 2024Q2: 13,379 shares; 2024Q3: 13,759 shares 13,759 $1.62M 0.43% +380 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 18,099 shares; 2023Q1: 18,099 shares; 2023Q2: 17,734 shares; 2023Q3: 19,875 shares; 2023Q4: 17,734 shares; 2024Q1: 16,529 shares; 2024Q2: 16,529 shares; 2024Q3: 16,529 shares 16,529 $1.46M 0.39% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 30,198 shares; 2023Q1: 6,015 shares; 2023Q2: 6,190 shares; 2023Q3: 7,322 shares; 2023Q4: 7,380 shares; 2024Q1: 7,450 shares; 2024Q2: 7,020 shares; 2024Q3: 6,845 shares 6,845 $1.28M 0.34% -175 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,854 shares; 2023Q1: 2,854 shares; 2023Q2: 3,029 shares; 2023Q3: 3,054 shares; 2023Q4: 3,029 shares; 2024Q1: 3,019 shares; 2024Q2: 2,719 shares; 2024Q3: 2,719 shares 2,719 $1.1M 0.3% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,615 shares; 2023Q1: 4,615 shares; 2023Q2: 4,595 shares; 2023Q3: 4,932 shares; 2023Q4: 4,627 shares; 2024Q1: 4,602 shares; 2024Q2: 4,798 shares; 2024Q3: 4,828 shares 4,828 $1.09M 0.29% +30 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,625 shares; 2023Q1: 6,625 shares; 2023Q2: 6,520 shares; 2023Q3: 7,139 shares; 2023Q4: 6,618 shares; 2024Q1: 6,487 shares; 2024Q2: 6,470 shares; 2024Q3: 6,507 shares 6,507 $1.08M 0.29% +37 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; 2022Q4: 1,037 shares; 2023Q1: 1,037 shares; 2023Q2: 1,262 shares; 2023Q3: 1,219 shares; 2023Q4: 1,212 shares; 2024Q1: 1,212 shares; 2024Q2: 1,037 shares; 2024Q3: 1,037 shares 1,037 $919K 0.25% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,657 shares; 2023Q3: 8,657 shares; 2023Q4: 12,947 shares; 2024Q1: 13,708 shares; 2024Q2: 13,676 shares; 2024Q3: 13,679 shares 13,679 $910K 0.24% +3 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 19,653 shares; 2023Q1: 19,653 shares; 2023Q2: 19,653 shares; 2023Q3: 19,826 shares; 2023Q4: 23,490 shares; 2024Q1: 20,026 shares; 2024Q2: 18,289 shares; 2024Q3: 16,631 shares 16,631 $885K 0.24% -1,658 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 32,684 shares; 2023Q1: 37,764 shares; 2023Q2: 38,304 shares; 2023Q3: 38,304 shares; 2023Q4: 8,881 shares; 2024Q1: 28,132 shares; 2024Q2: 28,189 shares; 2024Q3: 28,189 shares 28,189 $852K 0.23% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,371 shares; 2023Q1: 4,380 shares; 2023Q2: 5,210 shares; 2023Q3: 5,485 shares; 2023Q4: 6,140 shares; 2024Q1: 4,675 shares; 2024Q2: 4,305 shares; 2024Q3: 4,305 shares 4,305 $841K 0.23% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,401 shares; 2023Q1: 1,398 shares; 2023Q2: 1,398 shares; 2023Q3: 1,398 shares; 2023Q4: 1,406 shares; 2024Q1: 1,406 shares; 2024Q2: 1,406 shares; 2024Q3: 1,380 shares 1,380 $792K 0.21% -26 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,490 shares; 2023Q3: 10,579 shares; 2023Q4: 9,504 shares; 2024Q1: 8,905 shares; 2024Q2: 8,220 shares; 2024Q3: 7,445 shares 7,445 $754K 0.2% -775 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,356 shares; 2024Q2: 14,311 shares; 2024Q3: 15,699 shares 15,699 $746K 0.2% +1,388 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,312 shares; 2023Q4: 2,555 shares; 2024Q1: 2,558 shares; 2024Q2: 2,558 shares; 2024Q3: 2,560 shares 2,560 $725K 0.19% +2 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,273 shares; 2023Q1: 1,273 shares; 2023Q2: 1,213 shares; 2023Q3: 1,198 shares; 2023Q4: 1,137 shares; 2024Q1: 801 shares; 2024Q2: 801 shares; 2024Q3: 801 shares 801 $711K 0.19% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,928 shares; 2023Q1: 5,928 shares; 2023Q2: 5,823 shares; 2023Q3: 5,653 shares; 2023Q4: 5,233 shares; 2024Q1: 3,821 shares; 2024Q2: 3,821 shares; 2024Q3: 3,821 shares 3,821 $689K 0.18% 0 Timeline WRN WESTERN COPPER & GOLD CORP More: the full row for WESTERN COPPER & GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 550,666 shares; 2024Q2: 550,666 shares; 2024Q3: 550,666 shares 550,666 $661K 0.18% 0 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 56,385 shares; 2023Q1: 53,679 shares; 2023Q2: 26,264 shares; 2023Q3: 28,709 shares; 2023Q4: 21,204 shares; 2024Q1: 26,792 shares; 2024Q2: 26,720 shares; 2024Q3: 27,720 shares 27,720 $644K 0.17% +1,000 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,540 shares; 2023Q1: 1,540 shares; 2023Q2: 1,540 shares; 2023Q3: 1,540 shares; 2023Q4: 1,540 shares; 2024Q1: 1,540 shares; 2024Q2: 1,540 shares; 2024Q3: 1,540 shares 1,540 $503K 0.14% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 63,157 shares; 2023Q1: 56,212 shares; 2023Q2: 15,035 shares; 2023Q3: 15,035 shares; 2023Q4: 9,079 shares; 2024Q1: 5,126 shares; 2024Q2: 5,126 shares; 2024Q3: 5,126 shares 5,126 $499K 0.13% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,775 shares; 2024Q1: 3,075 shares; 2024Q2: 2,575 shares; 2024Q3: 2,875 shares 2,875 $490K 0.13% +300 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,903 shares; 2023Q1: 2,903 shares; 2023Q2: 2,903 shares; 2023Q3: 2,747 shares; 2023Q4: 2,737 shares; 2024Q1: 2,700 shares; 2024Q2: 2,700 shares; 2024Q3: 2,700 shares 2,700 $468K 0.13% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,065 shares; 2024Q1: 2,065 shares; 2024Q2: 1,765 shares; 2024Q3: 1,870 shares 1,870 $459K 0.12% +105 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,630 shares; 2024Q1: 7,705 shares; 2024Q2: 7,705 shares; 2024Q3: 7,705 shares 7,705 $456K 0.12% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,555 shares; 2023Q1: 1,555 shares; 2023Q2: 1,555 shares; 2023Q3: 1,555 shares; 2023Q4: 1,555 shares; 2024Q1: 1,555 shares; 2024Q2: 1,555 shares; 2024Q3: 1,555 shares 1,555 $442K 0.12% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,580 shares; 2023Q1: 2,580 shares; 2023Q2: 2,580 shares; 2023Q3: 2,580 shares; 2023Q4: 2,580 shares; 2024Q1: 2,580 shares; 2024Q2: 2,580 shares; 2024Q3: 2,580 shares 2,580 $430K 0.12% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,520 shares; 2023Q1: 1,520 shares; 2023Q2: 1,520 shares; 2023Q3: 1,520 shares; 2023Q4: 1,520 shares; 2024Q1: 1,520 shares; 2024Q2: 1,520 shares; 2024Q3: 1,520 shares 1,520 $421K 0.11% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,106 shares; 2023Q1: 5,756 shares; 2023Q2: 6,756 shares; 2023Q3: 6,756 shares; 2023Q4: 6,756 shares; 2024Q1: 5,756 shares; 2024Q2: 5,756 shares; 2024Q3: 5,470 shares 5,470 $403K 0.11% -286 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 388 shares; 2023Q1: 388 shares; 2023Q2: 388 shares; 2023Q3: 388 shares; 2023Q4: 383 shares; 2024Q1: 383 shares; 2024Q2: 383 shares; 2024Q3: 383 shares 383 $403K 0.11% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 1,041 shares; 2023Q2: not reported; 2023Q3: 715 shares; 2023Q4: 973 shares; 2024Q1: 681 shares; 2024Q2: 681 shares; 2024Q3: 681 shares 681 $390K 0.1% 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; 2022Q4: 2,725 shares; 2023Q1: 2,725 shares; 2023Q2: 2,425 shares; 2023Q3: 2,309 shares; 2023Q4: 2,150 shares; 2024Q1: 1,900 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares 1,700 $376K 0.1% 0 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; 2022Q4: not reported; 2023Q1: 570 shares; 2023Q2: 570 shares; 2023Q3: 570 shares; 2023Q4: 570 shares; 2024Q1: 630 shares; 2024Q2: 630 shares; 2024Q3: 630 shares 630 $370K 0.1% 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; 2022Q4: 3,035 shares; 2023Q1: 3,301 shares; 2023Q2: 3,651 shares; 2023Q3: 3,021 shares; 2023Q4: 2,258 shares; 2024Q1: 2,258 shares; 2024Q2: 2,258 shares; 2024Q3: 2,258 shares 2,258 $366K 0.1% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,110 shares; 2024Q3: 3,875 shares 3,875 $364K 0.1% +765 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,275 shares; 2023Q1: 1,091 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $346K 0.09% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,165 shares; 2023Q1: 1,165 shares; 2023Q2: 1,490 shares; 2023Q3: 1,568 shares; 2023Q4: 1,490 shares; 2024Q1: 1,490 shares; 2024Q2: 1,165 shares; 2024Q3: 1,165 shares 1,165 $320K 0.09% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,800 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,800 shares; 2023Q4: 2,800 shares; 2024Q1: 2,800 shares; 2024Q2: 2,800 shares; 2024Q3: 2,800 shares 2,800 $313K 0.08% 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; 2022Q4: 2,243 shares; 2023Q1: 2,243 shares; 2023Q2: 2,099 shares; 2023Q3: 2,004 shares; 2023Q4: 1,897 shares; 2024Q1: 1,318 shares; 2024Q2: 1,318 shares; 2024Q3: 1,318 shares 1,318 $307K 0.08% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,938 shares; 2023Q1: 2,570 shares; 2023Q2: 2,570 shares; 2023Q3: 2,570 shares; 2023Q4: 2,620 shares; 2024Q1: 2,570 shares; 2024Q2: 2,570 shares; 2024Q3: 2,570 shares 2,570 $302K 0.08% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 855 shares; 2024Q3: 1,040 shares 1,040 $300K 0.08% +185 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,575 shares; 2023Q1: 4,041 shares; 2023Q2: 3,826 shares; 2023Q3: 3,691 shares; 2023Q4: 3,361 shares; 2024Q1: 1,760 shares; 2024Q2: 1,760 shares; 2024Q3: 1,760 shares 1,760 $280K 0.08% 0 Timeline ZYXIQ ZYNEX, INC. COMMON STOCK (NV) More: the full row for ZYNEX, INC. COMMON STOCK (NV) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 19,290 shares; 2023Q1: 19,290 shares; 2023Q2: 11,290 shares; 2023Q3: 15,290 shares; 2023Q4: 15,000 shares; 2024Q1: 10,000 shares; 2024Q2: 30,000 shares; 2024Q3: 30,000 shares 30,000 $245K 0.07% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 410 shares 410 $240K 0.06% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,035 shares; 2024Q2: 935 shares; 2024Q3: 605 shares 605 $237K 0.06% -330 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; 2022Q4: 4,358 shares; 2023Q1: 3,573 shares; 2023Q2: 5,398 shares; 2023Q3: 2,923 shares; 2023Q4: 2,658 shares; 2024Q1: 2,583 shares; 2024Q2: 2,583 shares; 2024Q3: 2,433 shares 2,433 $234K 0.06% -150 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; 2022Q4: 1,835 shares; 2023Q1: 1,835 shares; 2023Q2: 1,835 shares; 2023Q3: 1,835 shares; 2023Q4: 1,835 shares; 2024Q1: 1,835 shares; 2024Q2: 1,685 shares; 2024Q3: 1,685 shares 1,685 $230K 0.06% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 585 shares; 2023Q1: not reported; 2023Q2: 435 shares; 2023Q3: not reported; 2023Q4: 435 shares; 2024Q1: 385 shares; 2024Q2: 385 shares; 2024Q3: 385 shares 385 $219K 0.06% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,334 shares; 2023Q1: 1,280 shares; 2023Q2: 1,580 shares; 2023Q3: 3,005 shares; 2023Q4: 3,960 shares; 2024Q1: 1,280 shares; 2024Q2: 1,280 shares; 2024Q3: 1,280 shares 1,280 $218K 0.06% 0 Timeline DDC ENTERPRISE LTD DDC ENTERPRISE LTD More: the full row for DDC ENTERPRISE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50,000 shares; 2024Q2: 70,000 shares; 2024Q3: 100,000 shares 100,000 $31.1K 0.01% +30,000